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Planful - New SaaS Software

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

Streamline financial planning for business success.

4.31

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Planful offers custom pricing plan

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Planful Reviews & Ratings

4.31

Very Good

Based on 470 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 491-500 out of 540

AU

Anonymous User

05/22/18

4 out of 5

"Implementing a Rolling Forecasting Model"

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

AU

Anonymous User

05/22/18

4 out of 5

"One Year User"

What do you like best about Planful? 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 about Planful? Nothing so far. I am very pleased with the product. What problems is Planful solving and how is that benefiting you? 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 Higher Education

05/22/18

4.5 out of 5

"We love rolling forecasts"

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

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AU

Anonymous User

05/22/18

5 out of 5

"Host Analytics User Review"

What do you like best about Planful? We like that we now have the ability to store all of our financial data and reports in a cloud based application. Anyone who needs to view the data and/or reports can easily access the information at any time. What do you dislike about Planful? Occasionally, our team has experienced the Host application running fairly slow, however Host now gives us the ability to use the application in Chrome, so the speed has improved quite a bit since we switched over ...

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LY

Louie Y

05/22/18

5 out of 5

"Fast, accurate and simple"

What do you like best about Planful? spotlight modeling. it is like a part of the excel but in a controlled environment What do you dislike about Planful? the planning window does not re-adjust based on the browser window size What problems is Planful solving and how is that benefiting you? performing rolling forecast with spotlight modeling and it is simple fast and accurate

AU

Anonymous User

05/22/18

5 out of 5

"Sr. Financial Analyst"

What do you like best about Planful? Automation of reporting, cloud based, new products What do you dislike about Planful? web traffic - slows down running of reports Recommendations to others considering Planful: great solution for price quality and features What problems is Planful solving and how is that benefiting you? Automation of reporting

SM

Steve M

05/22/18

5 out of 5

"great people and product"

What do you like best about Planful? ease of use, intuitiveness of product, flexibility What do you dislike about Planful? lack of certain features i.e. multiple currency reporting wioth currency sign What problems is Planful solving and how is that benefiting you? budgeting, reporting, forecasting, ease of data access for sales management

UI

User in Entertainment

05/22/18

5 out of 5

"Host Analytics User Review"

What do you like best? We like that we now have the ability to store all of our financial data and reports in a cloud based application. Anyone who needs to view the data and/or reports can easily access the information at any time. What do you dislike? Occasionally, our team has experienced the Host application running fairly slow, however Host now gives us the ability to use the application in Chrome, so the speed has improved quite a bit since we switched over from Internet Explorer. We ...

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AU

Anonymous User

05/22/18

5 out of 5

"First Year User"

What do you like best about Planful? Consolidation and Eliminations. Currency conversions automated. 3 ERP's translated into a standard COA and Structure. Reports in multiple currencies. Multiple roll-ups of reports and formats What do you dislike about Planful? Need more time to add functionality with our use Recommendations to others considering Planful: Resources needed. SME's on staff would have helped What problems is Planful solving and how is that benefiting you? Reporting, ...

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CH

Caleb H

05/22/18

5 out of 5

"Host Review"

What do you like best about Planful? The ability to report actuals from multiple accounting systems in an efficient manner. What do you dislike about Planful? Manual input of budget/forecast data into modeling. What problems is Planful solving and how is that benefiting you? Increased accuracy and efficiency in the month end reporting process.

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