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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 471-480 out of 540

AU

Anonymous User

05/22/18

4.5 out of 5

"Host helped us herd cats"

What do you like best about Planful? one source of the truth and minimizes errors and allows us to scale as we are a very acquisitive company What do you dislike about Planful? too much maintenance and hidden features Recommendations to others considering Planful: great software. find a good implementation partner and life will be good What problems is Planful solving and how is that benefiting you? consolidation of over 35 different profit centers and general ledger systems

ES

Executive Sponsor in Insurance

05/22/18

4.5 out of 5

"Host helped us herd cats"

What do you like best? one source of the truth and minimizes errors and allows us to scale as we are a very acquisitive company What do you dislike? too much maintenance and hidden features Recommendations to others considering the product: great software. find a good implementation partner and life will be good What problems are you solving with the product? What benefits have you realized? consolidation of over 35 different profit centers and general ledger systems

ES

Executive Sponsor in Financial Services

05/22/18

4.5 out of 5

"Lots of Opportunity for improvements"

What do you like best? It can be customized to meet the customer's needs. What do you dislike? Sometimes it is hard to understand as well when you are always communicating remotely. Recommendations to others considering the product: 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 are you solving with the ...

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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

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.

RC

Robert C

05/22/18

4 out of 5

"Host Analytics Implementation"

What do you like best about Planful? I like the ability to create reports and dashboards seamlessly based on the same information every other employee is using. What do you dislike about Planful? Nothing so far. I am right in the middle of implementation. What problems is Planful solving and how is that benefiting you? Getting out of our excel based budgeting and forecasting model and bringing in multiple sources of information so all employees are using the same platform.

AI

Administrator in Hospital & Health Care

05/22/18

4 out of 5

"Experience"

What do you like best? Ease of having source of truth for all historical periods What do you dislike? Manual input of forecast and budget process using templates developed by implementation team What problems are you solving with the product? What benefits have you realized? Budget and forecast

UI

User in Chemicals

05/22/18

4 out of 5

"One Year User"

What do you like best? The ability to pull accurate financials at any time. I have yet to experience a time when Host was down or not working so it has been very reliable What do you dislike? Nothing so far. I am very pleased with the product. What problems are you solving with the product? What benefits have you realized? We are able to do our budgeting and forecasting more accurately. Less time is spent doing the budget which allows for more time to do our job.

AI

Administrator in Online Media

05/22/18

4 out of 5

"Upgrade from Excel and has increased speed and accruacy in reporting."

What do you like best? Workforce reporting has been great at managing headcount especially as the company has grown and continues to grow. What do you dislike? Workforce reporting is very confusing to get dimensions correct. Formulas on reports don't stay after refreshing data. Dashboards crashed after rebuilding multiple times. Recommendations to others considering the product: Small to mid size growing companies What problems are you solving with the product? What benefits have you ...

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AU

Anonymous User

05/22/18

4 out of 5

"Very good"

What do you like best about Planful? Able to work in excel and pull data into Core. Reporting is easy What do you dislike about Planful? So much functionality that I don't believe we are utilizing everything What problems is Planful solving and how is that benefiting you? We haven't been doing forecast and I believe Host will be able to solve this.

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