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Planful - New SaaS Software

Planful Reviews in July 2026: User Ratings, Pros & Cons

Streamline financial planning for business success.

4.2

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Planful offers custom pricing plan

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Planful Reviews & Ratings

4.2

Very Good

Based on 425 ratings & 540 reviews

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Rating Distribution

Excellent

(300)

Very Good

(212)

Good

(28)

Poor

(0)

Terrible

(0)

Planful pros and cons

  • Reviewers say it streamlines and automates FP&A reporting, budgeting and forecasting.

  • Excel-like features and Spotlight integration make it intuitive and save time.

  • Easy to build and customize reports from multiple data sources.

  • Planful is responsive to customers and continually improves the product.

  • Some reviewers report occasional crashes or issues during refreshes.

  • A few find the upload process and headcount module could be simpler or more customizable.

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Showing 301-310 out of 540

AU

Anonymous User

05/21/19

5 out of 5

"It Works"

What do you like best about Planful? Easy to use, manages multiple data sources, delivers information to my leadership team real time. What do you dislike about Planful? Some data limitations with Host Analytics What problems is Planful solving and how is that benefiting you? Information to our leadership team in real time. Budgeting streamlining

DM

Dora M

05/21/19

5 out of 5

"Love it"

What do you like best about Planful? Host Analytics is very educational and helpfull What do you dislike about Planful? There is Nothing i dislike about this event What problems is Planful solving and how is that benefiting you? Dash board and My Plan

JN

Jawun N

05/21/19

4.5 out of 5

"Easy Financial Reporting"

What do you like best about Planful? The ability to set up "report sets" and "column sets." This allows for easy financial statement presentation. What do you dislike about Planful? The ability to create easy to use charts and graphs. What problems is Planful solving and how is that benefiting you? Saving time being able to create and modify management reporting. Allows the ability to set up permanent "ad hoc" reports.

UI

User in Internet

05/21/19

4.5 out of 5

"Budgeting improvements for our company"

What do you like best? I like that Host continues to add enhancements, which in turn give me ideas of how I can better utilize the tool. We currently only use Host for budgeting but seeing all of the tools and features it has makes me eager to use it for forecasting and modeling as well. Host is fairly simple to use and the cloud functionality makes it easy to work throughout my company utilizing the same data in multiple locations. What do you dislike? I sometimes wish the cube refresh was ...

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AU

Anonymous User

05/21/19

4.5 out of 5

"Working with Host has been great"

What do you like best about Planful? Flexible and scalable which allows us to use the platform as we like What do you dislike about Planful? It does take some time to get up to speed with the program oif you are a beginning user What problems is Planful solving and how is that benefiting you? It allows us to realize managment reporting and apply endless allocations

AI

Administrator in Capital Markets

05/21/19

4.5 out of 5

"UK perspective"

What do you like best? User friendly, powerful. Easy for end users to make real time updates What do you dislike? Limited on site expertise in UK market - times zones a challenge and limited face to face What problems are you solving with the product? What benefits have you realized? Reduced planning cycles. One version of the truth. Reduced reconcilling requirements.

AU

Anonymous User

05/21/19

4.5 out of 5

"Great opportunity to network and continue to learn."

What do you like best about Planful? I really liked the the general session and updates about the Host. It was good to see what the long term vision of the company is after the recent M&A. What do you dislike about Planful? Many of the breakout session were similar to last year and there wasn't any hands on workshops. What problems is Planful solving and how is that benefiting you? How to manage and maintain reports and work force planning.

AU

Anonymous User

05/21/19

4.5 out of 5

"well rounded software that allows for increased automation for financial reporting and processing"

What do you like best about Planful? I like how Host is able to access all of our financial information from our ERP system and then report our information in a way that is user friendly for non-finance business members. What do you dislike about Planful? This isn't necessarily a bad thing, but I dislike how much I don't know about Host. Coming to the conference has made me realize there is so much Host can do that our company and myself don't know about. Recommendations to others ...

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AI

Administrator in Construction

05/21/19

4.5 out of 5

"Host Analytics is the solution"

What do you like best? The tool is a finance driven tool and easy for the finance team to implement and use What do you dislike? Can be challenging due to system language What problems are you solving with the product? What benefits have you realized? We are trying to streamline and improve the accuracy of the overhead expense reporting and planning. We are implementing the software now.

JE

Joe E

05/21/19

5 out of 5

"Great platform for consolidating companies on multiple IT platforms"

What do you like best about Planful? The ability to consolidated multiple companies in different countries with mutliple currencies with the abitlity to drill down What do you dislike about Planful? The ability to have different fx exchange rates on the journal entries for the same entity What problems is Planful solving and how is that benefiting you? Consolidation, quick analysis of accounts to budget forecast and prior year

Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].