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

"Planful is the best budget software"

What do you like best about Planful? Easy to navigate, precise contents, well data visualization. Easy to build the reports in Planful. What do you dislike about Planful? Nothing that makes me do not like about Planful. Recommendations to others considering Planful: Planful always has various ways to summarize data. What problems is Planful solving and how is that benefiting you? Create a Template, update items in templates.

"Great Experience with Planful for a Small Company with complicated legal structure"

What do you like best about Planful? The multiple ways to link to our financial data through integration and the ease of creating templates to add data that cannot be extracted from our operating system What do you dislike about Planful? The planning templates are a bit over-complicated for our size company, but we have yet to use the planning models, which will simplify our process significantly What problems is Planful solving and how is that benefiting you? Our base operating system ...

"Great Experience with Planful for a Small Company with complicated legal structure"

What do you like best about Planful? The multiple ways to link to our financial data through integration and the ease of creating templates to add data that cannot be extracted from our operating system What do you dislike about Planful? The planning templates are a bit over-complicated for our size company, but we have yet to use the planning models, which will simplify our process significantly What problems is Planful solving and how is that benefiting you? Our base operating system ...

"Quick as lightning"

What do you like best about Planful? Reporting: -Really quick to report -Easy to build (Excel formulas very handy) -Great design options (logos, colour schemes) -Automated emailing of reports -Easy to drill down -Comments & tasks functionality is great What do you dislike about Planful? Data entry: -Structured Planning too restrictive (has to be prepared on a specific entity/department) -Dynamic Planning powerful, but too technical (too many things can go wrong and requires a developer ...

"I would recommend Planful for those companies trying to get away from excel for financial reporting."

What do you like best about Planful? Combining multiple separate sources of data from multiple currencies into one platform. What do you dislike about Planful? Planful doesn't think like an accountant in the way you record journal entries or import data. For example, I should just be able to import balance sheet balances in one month, and those balances carry forward. But Planful assumes that if there are no balances uploaded in future months, then it reverses those balances out! Doesn't ...

"How planful is useful in a corporate sector"

What do you like best about Planful? User friendly as well as finance executive friendly, especially easy understandable steps to load the data and to evaluate also. Time management, Hierarchy management in simple steps. What do you dislike about Planful? Navigation depends on all activities and it doesn't show the previous steps in the error. What problems is Planful solving and how is that benefiting you? Creation of DLR, Hierarchy Management, Reporting in these I learned to modify ...

"My FP&A Solution"

What do you like best about Planful? Easy to use, no programming skills needed, great user experience, great solution value. What do you dislike about Planful? Visualization (graphs and dashboards) user experience can be better in comparison with the competitors. Recommendations to others considering Planful: Build a solid foundation firstly focus to receive your ERP source data. What problems is Planful solving and how is that benefiting you? Financial Consolidation, fast closing periods ...

"My FP&A Solution"

What do you like best about Planful? Easy to use, no programming skills needed, great user experience, great solution value. What do you dislike about Planful? Visualization (graphs and dashboards) user experience can be better in comparison with the competitors. Recommendations to others considering Planful: Build a solid foundation firstly focus to receive your ERP source data. What problems is Planful solving and how is that benefiting you? Financial Consolidation, fast closing periods ...

"Planful provides great efficiencies to FP&A departments"

What do you like best about Planful? I enjoy how easy it is to use and learn the system and the automation that can be applied to increase efficiencies. What do you dislike about Planful? I disklike how there are a limited amount of dimensions that can be brought into the system Recommendations to others considering Planful: Understand what you want to achieve with implementing and using the tool What problems is Planful solving and how is that benefiting you? Making monthly/quarterly ...

"Excellent Platform"

What do you like best about Planful? I like the financial reporting tools within the platform. What do you dislike about Planful? I dislike the limited options on how you can do your reporting. What problems is Planful solving and how is that benefiting you? The problem that I am solving with Planful is understanding our company's financials.