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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 431-440 out of 540

AI

Administrator in Consumer Electronics

05/23/18

4.5 out of 5

"Flexible and intuitive planning tool"

What do you like best? Ability for Finance to own and innovate a planning solution tailored for their business What do you dislike? Some limitations to quickly creating complex templates to experiment with - template creation can be time consuming if using the full capabilities of the Host architecture. What problems are you solving with the product? What benefits have you realized? Transitioning a company in a dynamic and quickly evolving competitive environment to finance processes that ...

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AU

Anonymous User

05/23/18

4.5 out of 5

"On the verge of changing process"

What do you like best about Planful? Ease and efficiency of reporting. General workflow intuitive What do you dislike about Planful? Learning curve to MDX, overcoming general learning curve to best practives to template setup to avoice restructuring. Recommendations to others considering Planful: Really engage in your implementation and have a defined process and end goal determined What problems is Planful solving and how is that benefiting you? Speed of reporting

AU

Anonymous User

05/23/18

4.5 out of 5

"Inovation"

What do you like best about Planful? How is easy to work with the tool, and navigate What do you dislike about Planful? The complexity to implement , we expect to finish in 3 months and it took 7 What problems is Planful solving and how is that benefiting you? We are going to have the same tool to budget process fro two different legal entity and consolidated on the region level

AU

Anonymous User

05/23/18

4 out of 5

"So far so good"

What do you like best about Planful? rolling forecast feature with different budget owners What do you dislike about Planful? capex model the monthly amortization amount is pretty confusing at the beginning What problems is Planful solving and how is that benefiting you? forecast & budget with business partners

DC

Donald C

05/23/18

4 out of 5

"Excellent First Time"

What do you like best about Planful? Well organized. Showed the product, and the possible future enhancements. Really glad with the presentations were to demonstrate add-on software from partners, they were clearly advertised. What do you dislike about Planful? The rooms were very nice, but some times very small for the crowd size. Also for the day #1 training, round tables were used which was very difficult for many to work with. What problems is Planful solving and how is that benefiting ...

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AU

Anonymous User

05/23/18

4 out of 5

"Very informative"

What do you like best about Planful? Guest speaker was phenomenal and the breakout sessions were very informative. What do you dislike about Planful? Better communication from support team in regards to new features. What problems is Planful solving and how is that benefiting you? Right now we use Host for reporting, consolidating, and forecasting. Definitely see benefits from adding features.

LR

Lindsey R

05/22/18

4.5 out of 5

"Newly Found Features"

What do you like best about Planful? I like the ability to forecast while I am in front of my business users and then save the results for reporting What do you dislike about Planful? There's a lot of administration but with experience it becomes very easy to do What problems is Planful solving and how is that benefiting you? Forecasting, soon to be consolidations

CA

Christine A

05/22/18

3.5 out of 5

"Just entering implementation, but happy so far."

What do you like best about Planful? Looks easy to use. Wil also be able to allow for more expediant reporting inthe long run. What do you dislike about Planful? No ability to import of use legacy asset records. What problems is Planful solving and how is that benefiting you? Manual excel based budgeting and very time cnsuming processing.

CA

Christine A

05/22/18

3.5 out of 5

"Just entering implementation, but happy so far."

What do you like best about Planful? Looks easy to use. Wil also be able to allow for more expediant reporting inthe long run. What do you dislike about Planful? No ability to import of use legacy asset records. What problems is Planful solving and how is that benefiting you? Manual excel based budgeting and very time cnsuming processing.

AI

Administrator in Biotechnology

05/22/18

3.5 out of 5

"We are still in middle of implementation. Can't provide a proper review"

What do you like best? Spotlight reporting, custom templates, ability for business to use in the app or with off-line templates What do you dislike? Hard to say since we have not really used the tool yet What problems are you solving with the product? What benefits have you realized? Standardize templates, engage business, we are still implementing so many benefits have not been realized yet

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