Planful Reviews in July 2026: User Ratings, Pros & Cons

"Good Agile System for FP&A Users"

What do you like best? Easy to administer for FP&A folks and its agile enough to create on demand reports and pull data for ad hoc analysis. What do you dislike? Report formatting and data graphs is limited. Recommendations to others considering the product: Responsive customer support team and easy to implement. What problems are you solving with the product? What benefits have you realized? We are looking to automate many of the manual processes of gathering and consolidating Budget ...

"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

"We have used the planning and reporting modules"

What do you like best about Planful? The dynamic reporting features allows us to give quick access to data and allow users to slice and dice data real time What do you dislike about Planful? The development of reports is not always intuitive Recommendations to others considering Planful: Have your end users be part of the evaluation priocess What problems is Planful solving and how is that benefiting you? Uniform budgeting and real time access to financial reports via the Cloud

"My Life in Budgets and Reporting"

What do you like best about Planful? Reudced the number of Excel spreadsheets I have to manage. What do you dislike about Planful? Getting users to trust the system. Implementaiton was not smooth and caused users to question the system. What problems is Planful solving and how is that benefiting you? Faster standard reports and quick consolidations of information

"good product"

What do you like best about Planful? reporting and budgeting is pretty easy, the model cannot be broken anymore. What do you dislike about Planful? dashboard does not work well, the response time from support can be slow What problems is Planful solving and how is that benefiting you? streamlining forecast and reporting

"Lots of Opportunity for improvements"

What do you like best about Planful? It can be customized to meet the customer's needs. What do you dislike about Planful? Sometimes it is hard to understand as well when you are always communicating remotely. Recommendations to others considering Planful: Have a capable team ready and excited and go for it! Host has wonderful ability to provide agile forecasting and strong reporting capabilities. The company is looking to the future and trying to be a leader in the industry. What problems ...

"Director of Finance"

What do you like best? Ease of use. Reporting capabilities. Integration from other applications. What do you dislike? Headcount templates are cumbersome to update Recommendations to others considering the product: Ensure you have the right governance and processes in place prior to going live with the solution. What problems are you solving with the product? What benefits have you realized? Reduce manual work. Allow FP&A team to spend more time on value-add activities supporting the ...

"Host Mid Implementation Review"

What do you like best about Planful? Advanced Reporting and Modeling capabilities. Excel based functions and MDX language. What do you dislike about Planful? High Implementation rates without specialized industry knowledge in CPG from the team. What problems is Planful solving and how is that benefiting you? Replacement of FRx and outdated reporting tools.

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

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

"Agile and smart platform that sometimes grows faster than they should!"

What do you like best about Planful? really robust and customizable solution that can be tailored to any business. What do you dislike about Planful? Products get rolled out before the Customer Success team can be fully trained. Recommendations to others considering Planful: Make sure you understand what you're attempting to solve before implementing. Don't try to do a re-org & change your chart of accounts while going through implementation. What problems is Planful solving and how is that ...