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

"Implementing a Rolling Forecasting Model"

What do you like best? Running reports and updating budget amounts each month What do you dislike? Nothing, it is a great system. Maybe more training models for end users. What problems are you solving with the product? What benefits have you realized? A dynamic financial planning system that allows us to be more responsive to business operations.

"Host review"

What do you like best? Ease of access for field staff and ease of consolidated reports. What do you dislike? While consolidating is easy, going back through the hierarchy is often cumbersome. What problems are you solving with the product? What benefits have you realized? Budget efficiency and financial statement reporting efficiency.

"Host After Excel"

What do you like best? Modeling / SpotlightXL very much like Hyperion What do you dislike? Processing times are long. In core application, we spend alot of time waiting for templates to open up and then there are processes to run after data is entered. Looking forward to the release where modeling data cube will be updated automatically. Recommendations to others considering the product: Allocate lots of time to implement the system to tailor to needs to the company and if possible to set ...

"Host review"

What do you like best about Planful? Ease of access for field staff and ease of consolidated reports. What do you dislike about Planful? While consolidating is easy, going back through the hierarchy is often cumbersome. What problems is Planful solving and how is that benefiting you? Budget efficiency and financial statement reporting efficiency.

"Very good"

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

"budgeting made easier"

What do you like best? easy access compared to using spreadsheets for budgeting What do you dislike? setting up and implementation takes a long time What problems are you solving with the product? What benefits have you realized? Excel-based budgeting, version control

"Host After Excel"

What do you like best about Planful? Modeling / SpotlightXL very much like Hyperion What do you dislike about Planful? Processing times are long. In core application, we spend alot of time waiting for templates to open up and then there are processes to run after data is entered. Looking forward to the release where modeling data cube will be updated automatically. Recommendations to others considering Planful: Allocate lots of time to implement the system to tailor to needs to the company ...

"Experience"

What do you like best about Planful? Ease of having source of truth for all historical periods What do you dislike about Planful? Manual input of forecast and budget process using templates developed by implementation team What problems is Planful solving and how is that benefiting you? Budget and forecast

"budgeting made easier"

What do you like best about Planful? easy access compared to using spreadsheets for budgeting What do you dislike about Planful? setting up and implementation takes a long time What problems is Planful solving and how is that benefiting you? Excel-based budgeting, version control

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

What do you like best about Planful? Workforce reporting has been great at managing headcount especially as the company has grown and continues to grow. What do you dislike about Planful? 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 Planful: Small to mid size growing companies What problems is Planful solving and how is that ...