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

"Senior Manager, Finance"

What do you like best? Ease of use & adoption. The customer success team is really great about answering questions quickly What do you dislike? sometimes speed of application is slow. also - template creation is very manual and time consuming. any time we want to change how people are forecasting there is a little bit of a hesitation because of the build time for the templates What problems are you solving with the product? What benefits have you realized? now able to provide forecasts on ...

"Director of Finance"

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

"Finance Manager"

What do you like best about Planful? Ease of use Standardized reporting in Spotlight Simple integration to SAP. Cloud based solution, available anywhere. What do you dislike about Planful? Latency Issues, that seem to appear whenever we are in a crunch Issues with interfaces, substitition variables not updating correctly, which leads to additional work Recommendations to others considering Planful: Make sure you map out your processes before implementation Thoroughly test for processing ...

"Senior Manager, Finance"

What do you like best about Planful? Ease of use & adoption. The customer success team is really great about answering questions quickly What do you dislike about Planful? sometimes speed of application is slow. also - template creation is very manual and time consuming. any time we want to change how people are forecasting there is a little bit of a hesitation because of the build time for the templates What problems is Planful solving and how is that benefiting you? now able to provide ...

"Excellent solution to help a business scale"

What do you like best about Planful? Ease of use and simplicity of implementation What do you dislike about Planful? Hard to do a bottoms up cash flow model. What problems is Planful solving and how is that benefiting you? Multi-ERP consolidation. Forecasting. Benefits: audit trail, numbers integrity

"We love rolling forecasts"

What do you like best about Planful? I like how easy the product is to use. Looks and feels like excel. Non finance people can use it. What do you dislike about Planful? Some funky things with the system that will probably updated with future releases. Workforce planning is a must update. Recommendations to others considering Planful: Great product, ease of use, affordable, adaptable What problems is Planful solving and how is that benefiting you? Forecasting, collaboration, efficiency, ...

"Host Analytics Rocks!"

What do you like best about Planful? 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 about Planful? 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 is Planful solving and how is that benefiting you? Being able to quickly bring in a new GL. That ability gives us more time to focus on bigger problems with ...

"Good Agile System for FP&A Users"

What do you like best about Planful? 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 about Planful? Report formatting and data graphs is limited. Recommendations to others considering Planful: Responsive customer support team and easy to implement. What problems is Planful solving and how is that benefiting you? We are looking to automate many of the manual processes of gathering and consolidating ...

"Great experience"

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

"Customizable and easy interface for end users"

What do you like best? Simple and low infrastruture to manage. What do you dislike? late integration of spotlightxl. hoping to achieve a better understanding with consultion help Recommendations to others considering the product: use of CFO solutions. What problems are you solving with the product? What benefits have you realized? Faster, dynamic and more seemless reporting