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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 441-450 out of 540

AI

Administrator in Consumer Goods

05/22/18

3.5 out of 5

"Host Mid Implementation Review"

What do you like best? Advanced Reporting and Modeling capabilities. Excel based functions and MDX language. What do you dislike? High Implementation rates without specialized industry knowledge in CPG from the team. What problems are you solving with the product? What benefits have you realized? Replacement of FRx and outdated reporting tools.

JS

Joanna S

05/22/18

2.5 out of 5

"Accounting Manager"

What do you like best about Planful? I like the reporting abilities. They are great. What do you dislike about Planful? The report setup is somewhat difficult and not user friendly. What problems is Planful solving and how is that benefiting you? Complex reporting and consolidation

SM

Sean M

05/22/18

4.5 out of 5

"Great Product - Helps us get the business what it needs"

What do you like best about Planful? Flexibilty - easy to change scenarios or work on the fly. We are able to customize Host for our business needs. What do you dislike about Planful? Implemenation was a bit of a pain, could have been easier on several levels. What problems is Planful solving and how is that benefiting you? Forecasting in a constantly changing environment. We have been able to significantly reduce the forecast cycle and enable more real time planning

ES

Executive Sponsor in Venture Capital & Private Equity

05/22/18

4.5 out of 5

"Excellent solution to help a business scale"

What do you like best? Ease of use and simplicity of implementation What do you dislike? Hard to do a bottoms up cash flow model. What problems are you solving with the product? What benefits have you realized? Multi-ERP consolidation. Forecasting. Benefits: audit trail, numbers integrity

AU

Anonymous User

05/22/18

4.5 out of 5

"Customizable and easy interface for end users"

What do you like best about Planful? Simple and low infrastruture to manage. What do you dislike about Planful? late integration of spotlightxl. hoping to achieve a better understanding with consultion help Recommendations to others considering Planful: use of CFO solutions. What problems is Planful solving and how is that benefiting you? Faster, dynamic and more seemless reporting

NH

Nick H

05/22/18

4.5 out of 5

"Excellent Speed, Flexibility and Accessibility"

What do you like best about Planful? The cloud hosted, always available environment makes sure we can always access our important data from anywhere. What do you dislike about Planful? We use Google enterprise for our business, and Host requires excel for SpotlightXL (and Windows Excel, not on Mac). Recommendations to others considering Planful: Ease of use is top of the line. Cloud always allows us to get to the data we need to make decisions. What problems is Planful solving and how is ...

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AU

Anonymous User

05/22/18

4.5 out of 5

"Great experience"

What do you like best about Planful? Hearing about the evolution of the product and how I can help drive change using the Host system & partners What do you dislike about Planful? opening ceremony session didn't love the poker concept less mingling What problems is Planful solving and how is that benefiting you? streamlining the rolling forcast process

CP

Carol P

05/22/18

4.5 out of 5

"Amazing"

What do you like best about Planful? How easy the reports are to create and use on a daily basis. What do you dislike about Planful? Right now how confusing modeling is but I am currently working on learning how to overcome that. What problems is Planful solving and how is that benefiting you? Forecasting and Budgeting

AI

Administrator in Hospital & Health Care

05/22/18

4.5 out of 5

"Host Analytics Rocks!"

What do you like best? The ability to slice and dice data with the use of dynamic reports. The Host employees are also a pleasure to work with. What do you dislike? Expanding nodes in reports using report sets can take a lot of time. It would be nice to be able to expand all nodes/roll ups. What problems are you solving with the product? What benefits have you realized? Being able to quickly bring in a new GL. That ability gives us more time to focus on bigger problems with implementing new GLs.

ER

Ellen R

05/22/18

4.5 out of 5

"Host has improved both forecasting, budgeting and report processes for our company"

What do you like best about Planful? HC forecasting as well template input to track Opex expenses What do you dislike about Planful? Perfornance has been as issue - templates are slow to open and save Recommendations to others considering Planful: Key to sucess is to partner with a good implementation team What problems is Planful solving and how is that benefiting you? We had a very manual budgeting process with excel report tha would often crash. REporting was also very manual and would ...

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