Planful Reviews in July 2026: User Ratings, Pros & Cons
Streamline financial planning for business success.
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Planful Reviews & Ratings
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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 391-400 out of 540
CI
Consultant in Information Technology and Services
09/25/18
"One of the better cloud based EPM tool "
What do you like best? 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? often outage as product vendor maintenance, difficulty in accessing the link to remote users Recommendations to others considering the product: Exaclytics Capabilities, run time solution, in momory computation of large amount of data What problems are you solving with the ...
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JP
Jason P
05/23/18
"Jason"
What do you like best about Planful? Flexibility and easy of use in the reporting, consolidation and planning. The system is easy to customer ize to the company and the individual users. The system has added information that driver the right questions and aloows us to ask the questions in time to make the changes we see are necessary. We have cut our close period by half and it has added to the work life balance. What do you dislike about Planful? Prioritizarion of enhancements. There are ...
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UI
User in Non-Profit Organization Management
05/23/18
"Finance and Business Partners Unite"
What do you like best? Ease of use; Flexibility and customization of the Project What do you dislike? Training is a bit confusing and overwhelming (lots of options, hard to navigate) Recommendations to others considering the product: keep implemenation simple; take it step by step and be involved in every step. DOCUMENT and TRAIN What problems are you solving with the product? What benefits have you realized? Additional visbility into forecasting
AU
Anonymous User
05/23/18
"Finance and Business Partners Unite"
What do you like best about Planful? Ease of use; Flexibility and customization of the Project What do you dislike about Planful? Training is a bit confusing and overwhelming (lots of options, hard to navigate) Recommendations to others considering Planful: keep implemenation simple; take it step by step and be involved in every step. DOCUMENT and TRAIN What problems is Planful solving and how is that benefiting you? Additional visbility into forecasting
AI
Administrator in Aviation & Aerospace
05/23/18
"Newbee"
What do you like best? I like the structure, the online training available and the fleiblility What do you dislike? I've not used the product long enough to determine dislikes What problems are you solving with the product? What benefits have you realized? Budgeting and Planning
AU
Anonymous User
05/23/18
"Good use for people that love excel"
What do you like best about Planful? Copy and pasting functionality is easy to use What do you dislike about Planful? Slowness of the product on our systems Recommendations to others considering Planful: Do not do any org changes What problems is Planful solving and how is that benefiting you? moving to a rolling forecast process
UI
User in Consumer Electronics
05/23/18
"Great Experience"
What do you like best? The time to create a forecast is a lot quicker now than it was in the past. The new MyPlan feature is something that is extremely interesting and I can't wait for it to be implemented. This feature will definitely have a positive impact for our company. What do you dislike? There is definitely a learning curve that's associated with this product. When I first began inputing data from an excel sheet into the forecast, hidden rows were an issue. What problems are you ...
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AU
Anonymous User
05/23/18
"Great Experience"
What do you like best about Planful? The time to create a forecast is a lot quicker now than it was in the past. The new MyPlan feature is something that is extremely interesting and I can't wait for it to be implemented. This feature will definitely have a positive impact for our company. What do you dislike about Planful? There is definitely a learning curve that's associated with this product. When I first began inputing data from an excel sheet into the forecast, hidden rows were an ...
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UI
User in Pharmaceuticals
05/23/18
"Good learning and exploratory session."
What do you like best? Socializing with current customers to learn best practices and recomendations. What do you dislike? Some customer presentations were not has informative as I would have liked. What problems are you solving with the product? What benefits have you realized? We are in pre-implementation stage and hoping to solve our planning issues in excel.
SG
Shawn G
05/23/18
"Good Budgeting/reporting"
What do you like best about Planful? With Spotlight and Modeling and some of the changes coming, Host is a great tool What do you dislike about Planful? Dynamic Report flexibility in formating. But that will change with future enhancements What problems is Planful solving and how is that benefiting you? Reporting, Planning
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].