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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 321-330 out of 540

AU

Anonymous User

05/21/19

5 out of 5

"Simple; Easy to Use"

What do you like best about Planful? Reporting and query... I find Host easier and less cumbersome than SmartView; Ad Hoc reporting What do you dislike about Planful? Needs more training and easy self instructions for on boarding new associates Recommendations to others considering Planful: Make the most out of its features by training and highlighting the many features of Host What problems is Planful solving and how is that benefiting you? Reporting... I think Host is better than ...

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NV

Noel V

05/21/19

5 out of 5

"Power!"

What do you like best about Planful? Host Analytics is very flexible, dynamic, and powerful. Able to provide board room presentations quickly, link in with Salesforce to help forecast future revenue, and manage future forecasts. What do you dislike about Planful? Fixed Assets module as I just want to do current adds not keep a running total year after year What problems is Planful solving and how is that benefiting you? Boardroom presentation reports. Changed timeframe from 2 days to 1/2 an ...

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MZ

murtaza z

05/21/19

5 out of 5

"informative"

What do you like best about Planful? partners with host available to help answer questions about integration with host What do you dislike about Planful? all solutions require the involvement of multiple departments (ex. IT). would be easier, more time efficient and cost saving if solutions could be implemented with just the host application owners What problems is Planful solving and how is that benefiting you? consolidations and possible integration of host with workiva wdesk for quicker ...

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RR

Rigo R

05/21/19

5 out of 5

"First Impressions"

What do you like best about Planful? We currently use bpc and making the switch to Host has been great so far. Our company goes live next month and i have been in the implementation process of validating. The functionality is great and i can see all the great benefits immediately What do you dislike about Planful? nothing so far. Still implementing and the process has been great What problems is Planful solving and how is that benefiting you? i havent faced any problems yet. The benefits ...

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EC

Erin C

05/21/19

5 out of 5

"Wonderful Structure "

What do you like best about Planful? I love the built in features of planning (which is what we use Host for) that make budgeting so much easier - like intercompany and workforce planning. What do you dislike about Planful? There is a lot of manual set up that is difficult to remember - like when you have to set up a new scenario or partitioning the actuals scenario. There's so much you have to do in several different locations and when you only do it once a year it's a pain to remember ...

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DM

Denise M

05/21/19

5 out of 5

"Great Company and products"

What do you like best about Planful? The customer support and helpfulness of the team has been great. What do you dislike about Planful? There is nothing that I do not dislike about this product and/or company. What problems is Planful solving and how is that benefiting you? Greater reporting needs for our departmental managers, and other level team members.

UI

User in Consumer Goods

05/21/19

5 out of 5

"Simple; Easy to Use"

What do you like best? Reporting and query... I find Host easier and less cumbersome than SmartView; Ad Hoc reporting What do you dislike? Needs more training and easy self instructions for on boarding new associates Recommendations to others considering the product: Make the most out of its features by training and highlighting the many features of Host What problems are you solving with the product? What benefits have you realized? Reporting... I think Host is better than SmartView / ...

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AU

Anonymous User

05/21/19

5 out of 5

"Well done"

What do you like best about Planful? Produces nice-looking reports, reliable performance What do you dislike about Planful? I don't always find it to be intuitive but that could partially be my fault Recommendations to others considering Planful: n/a What problems is Planful solving and how is that benefiting you? Just using for very basic stuff at this point; hoping to expand usage in coming months

UI

User in Paper & Forest Products

05/21/19

5 out of 5

"Game changer in unleashing financial insights"

What do you like best? Connected planning aspect and scalable solutions; comes with packaged core application with ability to fill up any gaps with Modeling What do you dislike? Initial learning curve with planning for templates, hierarchies, and scenario What problems are you solving with the product? What benefits have you realized? Multi efforts and unnecessary duplication

JB

Jessica B

05/21/19

5 out of 5

"The next step to a better business"

What do you like best about Planful? Host gives you a way to upgrade your processes and reporting. Giving you more time to focus on the business and less on the mechanics. What do you dislike about Planful? After seeing everything that Host has to offer and what is to come there is nothing that I have seen or used that I dislike so far. Recommendations to others considering Planful: Go for it! No matter where your business is at or how many departments you can benefit from Host. There are ...

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