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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 501-510 out of 540

AU

Anonymous User

05/22/18

5 out of 5

"End spreadsheet nightmare"

What do you like best about Planful? Taking 10s of spreadsheets and all those errors into a system that ends the connection issues. The support is outstanding and responsive What do you dislike about Planful? It is a little more complex than I thought but understand why What problems is Planful solving and how is that benefiting you? Bringing together so many departmental budgets togther without trying to do it in excel

AI

Administrator in Biotechnology

05/22/18

5 out of 5

"End spreadsheet nightmare"

What do you like best? Taking 10s of spreadsheets and all those errors into a system that ends the connection issues. The support is outstanding and responsive What do you dislike? It is a little more complex than I thought but understand why What problems are you solving with the product? What benefits have you realized? Bringing together so many departmental budgets togther without trying to do it in excel

AI

Administrator in Pharmaceuticals

05/22/18

5 out of 5

"First Year User"

What do you like best? 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? Need more time to add functionality with our use Recommendations to others considering the product: Resources needed. SME's on staff would have helped What problems are you solving with the product? What benefits have you realized? Reporting, Consolidation but ...

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AI

Administrator in Computer Software

05/22/18

5 out of 5

"Sr. Financial Analyst"

What do you like best? Automation of reporting, cloud based, new products What do you dislike? web traffic - slows down running of reports Recommendations to others considering the product: great solution for price quality and features What problems are you solving with the product? What benefits have you realized? Automation of reporting

MT

Matt T

05/22/18

5 out of 5

"TRansformed my reporting"

What do you like best about Planful? I like that I can refresh data that was changed in my ERP system instantly within host and regenerate a new report in a fraction of the time I could with my previous solution. What do you dislike about Planful? Trouble integrating automation with SAP Business One. Recommendations to others considering Planful: Commit to the implementation. Ask questions of your ERP provider to head off any data integration issues before making business decision to ...

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CM

Cynthia M

05/21/18

5 out of 5

"Seamless and Clean"

What do you like best about Planful? Host Analytics uses the excel platform which makes it easy for any one to learn. It is easy to roll out to managers. There are many cool features like budgeting on the subline level, collaboration. The reporting module is great and Host is constantly evolving and updating it's features. Great team, very available and supportive. What do you dislike about Planful? There is nothing I dislike about Host. What problems is Planful solving and how is that ...

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AT

Amanda T

05/21/18

2.5 out of 5

"Reporting and forecasting"

What do you like best about Planful? the ability that Host has to consolidate all forecast templates for us What do you dislike about Planful? The support is terrible. Poor response time and never being able to get a hold What problems is Planful solving and how is that benefiting you? We mainly have all departments uploading forecasts and we consolidate them for monthly, quarterly and yearly reporting

AU

Anonymous User

05/21/18

4.5 out of 5

"Powerful tool that can be picked up by a typical FP&A users"

What do you like best about Planful? As an FP&A user, my data aligns with accounting data, and I can merge it with operating data. I can easily combine data from different systems and build reporting in a single spot. The ability to bring data directly into Excel with the SpotlightXL tool is a MAJOR plus for FP&A users. What do you dislike about Planful? The Workforce Planning module takes a lot of maintenance. There is no easy way to match new hires with planned hires. It requires a lot of ...

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AT

Amanda T

05/21/18

2.5 out of 5

"Reporting and forecasting"

What do you like best about Planful? the ability that Host has to consolidate all forecast templates for us What do you dislike about Planful? The support is terrible. Poor response time and never being able to get a hold What problems is Planful solving and how is that benefiting you? We mainly have all departments uploading forecasts and we consolidate them for monthly, quarterly and yearly reporting

AU

Anonymous User

05/21/18

5 out of 5

"modeling"

What do you like best about Planful? I like to use HOST Analytics to get access to knowledge that is otherwise unavailable What do you dislike about Planful? classes where people are behind is really annoying because they are always behind What problems is Planful solving and how is that benefiting you? reporting in SAP is awful

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