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Planful

The Financial Performance Management Platform.

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Overview

Planful provides a comprehensive financial performance management platform that helps organizations streamline and automate their financial processes. It offers solutions for structured and dynamic planning, financial close and consolidation, and reporting and analytics. Planful is designed to support continuous and collaborative planning, enabling businesses to make faster and more informed decisions.

✨ Key Features

  • Financial Planning and Analysis
  • Financial Close and Consolidation
  • Reporting and Analytics
  • Workforce Planning
  • Marketing Planning
  • Scenario Modeling
  • Dynamic Planning

🎯 Key Differentiators

  • Structured and unstructured data planning capabilities.
  • Continuous planning approach that connects financial and operational planning.
  • Strong financial consolidation and reporting features.

Unique Value: Planful provides a single, cloud-based platform for all financial planning, consolidation, and reporting activities, enabling finance teams to be more agile and strategic.

🎯 Use Cases (5)

Board Reporting FP&A Financial Close Budgeting and Forecasting Management Reporting

✅ Best For

  • Automating the monthly financial close process
  • Creating and managing company-wide budgets
  • Generating insightful reports for management and the board

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Very small businesses with simple financial needs
  • Organizations looking for a free or very low-cost solution

🏆 Alternatives

Anaplan Workday Adaptive Planning Vena Solutions

Unlike spreadsheets, Planful offers a controlled, scalable, and collaborative environment for financial planning. Compared to larger EPM suites, it is often seen as more user-friendly and faster to implement for mid-market companies.

💻 Platforms

Web API

🔌 Integrations

NetSuite Sage Intacct QuickBooks Salesforce Microsoft Dynamics 365 SAP Oracle API

🛟 Support Options

  • ✓ Email Support
  • ✓ Live Chat
  • ✓ Phone Support
  • ✓ Dedicated Support (Premium tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 1 Type II ✓ SOC 2 Type II ✓ ISO 27001

💰 Pricing

Contact for pricing

✓ 14-day free trial

Free tier: N/A

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