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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 381-390 out of 540

LJ

Lorie J

05/20/19

4.5 out of 5

"Love Spotlight"

What do you like best about Planful? My favorite feature is Spotlight Excel Based Reporting. It has saved us a lot of time. Looking forward to learning more about modeling. What do you dislike about Planful? I would like to be able to do variable part time scheduled or seasonal staffing in Workforce Planning What problems is Planful solving and how is that benefiting you? We gave reduced reporting errors and time spent. We were able to build a long term financial plan in modeling with ...

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UI

User in Automotive

05/20/19

2.5 out of 5

"Host Budgeting and Consolidating"

What do you like best? Ease of SG&A depts entering their own budgets. What do you dislike? Cash flow capabilities and time it takes to add new entities. What problems are you solving with the product? What benefits have you realized? Getting out of manual consolidation.

AI

Administrator in Farming

05/20/19

3.5 out of 5

"Ease of use is top notch!"

What do you like best? Host Analytics is a cloud based budgeting platform that is very user friendly. The platform is Excel based, which allows for a broad user base to enjoy it's functionality. There are a set of standard reports that our user base users each month. Two reports make up 66% of the reports generated. What do you dislike? Not every model is as straight forward as the others. What problems are you solving with the product? What benefits have you realized? Host Analytics has ...

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AU

Anonymous User

05/20/19

3.5 out of 5

"Good"

What do you like best about Planful? Good easy to use product. easy to undertand and use. What do you dislike about Planful? reporting funcitionality does not auto referesh. would like to work on reporting instead of download to excel., What problems is Planful solving and how is that benefiting you? easy FX translation. easy process to collect data

PB

Paul B

05/20/19

4.5 out of 5

"Great familiarity "

What do you like best about Planful? I work a a company where the average user is not the best with technology, so it is great that the formatting of most of the features on the application are very much excel related. What do you dislike about Planful? It's tough sometimes not being able to adjust the size of reports and dashboards on a screen--sometimes when I build something on my monitor, it looks terrible on a different monitor. What problems is Planful solving and how is that ...

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GM

Gaylord M

01/30/19

4.5 out of 5

"Strong EPM"

What do you like best? Application strengths are quality user interface, intuitive navigation, strong & segmented security. The excel like interface makes it easy for non-finance users to use the application. The SaaS model minimizes internal IT support requirement. Application is highly configurable and our parent-subsidiary model, the application facilitates local empowerment while maintaining parent consolidation and reporting. What do you dislike? Dashboard functionality is limited. ...

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JP

Jeff P

01/29/19

5 out of 5

"Host Analytics - a"

What do you like best about Planful? Host's design allows us to track GL and other data and use it to report on and/or analyze just about any aspect of the business. The quarterly updates to the software allow us to make suggestions for improvements that we can then see come to fruition in short time. What do you dislike about Planful? I wish the user interface for the modelling tool was more user-friendly, and the MDX functionality with the reporting module is difficult to maneuver. What ...

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AI

Administrator in Marketing and Advertising

12/08/18

4.5 out of 5

"Host Analytics saved us time and minimized human error "

What do you like best? We linked Host Analytics to our ERP, and one of the biggest time savers was having a software that pre-populated our actuals. What do you dislike? The interface is somewhat dated and not as sleek as some of it's competitors. What problems are you solving with the product? What benefits have you realized? Drastically reduced time it took for us to manually key data into excel, and it minimized human error associated with keying.

AU

Anonymous User

12/08/18

4.5 out of 5

"Host Analytics saved us time and minimized human error "

What do you like best about Planful? We linked Host Analytics to our ERP, and one of the biggest time savers was having a software that pre-populated our actuals. What do you dislike about Planful? The interface is somewhat dated and not as sleek as some of it's competitors. What problems is Planful solving and how is that benefiting you? Drastically reduced time it took for us to manually key data into excel, and it minimized human error associated with keying.

AU

Anonymous User

09/25/18

4 out of 5

"One of the better cloud based EPM tool "

What do you like best about Planful? Ease of use, Cloud based platform, zero footprint, no hardware requirement and maintenance, decreasing annual cost, easy change in subscription model, Simplified interface What do you dislike about Planful? often outage as product vendor maintenance, difficulty in accessing the link to remote users Recommendations to others considering Planful: Exaclytics Capabilities, run time solution, in momory computation of large amount of data What problems is ...

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