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Planful Claim

The Financial Performance Management Platform

Planful Overview

Planful is a pioneering software in financial performance management, known for its agility in financial planning and analysis. It addresses the complexities of spreadsheet models, enhancing response time to ad-hoc requests and increasing agility in planning and forecasting. As a comprehensive solution, Planful covers budgeting, planning, forecasting, modeling, reporting, and more, bringing these functions to the entire organization. Globally, various organizations use Planful's cloud-based software to streamline planning, budgeting, consolidations, reporting, and analytics, effectively making financial performance management a collaborative effort across teams. Planful stands out for fostering harmony between FP&A and accounting leaders, ensuring data confidentiality, integrity, and availability. It enables faster closing processes and more confident planning, budgeting, and forecasting across the business. The platform also accelerates reporting, providing tailored insights for all users, making it a robust tool for modern financial management​​​​​​​​.

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Planful Screenshot & Video

Contact Details

  • Vendor Name Planful
  • Founded 2000
  • Location United States
  • Employees 501-1000

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based
  • Windows Windows
  • Mac Mac

Typical Customers

  • Small-Business Small-Business
  • Midsize-Business Midsize-Business
  • Large-Enterprise-Business Large-Enterprise-Business

Languages Supported

English


Industries

Accounting, Advertising & Marketing, Financial Services, Human Resources, Information Technology & Services

Planful Features

  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Strategic Planning
  • Arrow Icon Dashboard
  • Arrow Icon Real Time Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Data Transformation
  • Arrow Icon Scorecards
  • Arrow Icon Metadata Management
  • Arrow Icon Customizable Reports
  • Arrow Icon Trend Analysis
  • Arrow Icon Data Import/Export
  • Arrow Icon Collaboration Tools
  • Arrow Icon Key Performance Indicators
  • Arrow Icon Data Extraction
  • Arrow Icon Data Visualization
  • Arrow Icon Forecasting
  • Arrow Icon Data Connectors
  • Arrow Icon Data Synchronization
  • Arrow Icon Self Service Data Preparation
  • Arrow Icon Visual Analytics
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Mapping
  • Arrow Icon Predictive Analytics
  • Arrow Icon Dashboard Creation
  • Arrow Icon Performance Metrics
  • Arrow Icon Reporting/Analytics
  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Scorecards
  • Arrow Icon Visual Analytics
  • Arrow Icon Key Performance Indicators
  • Arrow Icon Trend Analysis
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Progress Tracking
  • Arrow Icon Predictive Analytics
  • Arrow Icon Performance Metrics
  • Arrow Icon Financial Management
  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Dashboard
  • Arrow Icon Data Visualization
  • Arrow Icon Strategic Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon Data Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Extraction
  • Arrow Icon KPI Monitoring
  • Arrow Icon Benchmarking
  • Arrow Icon Activity Planning
  • Arrow Icon General Ledger
  • Arrow Icon Accounts Payable
  • Arrow Icon Accounts Receivable
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Billing and Invoicing
  • Arrow Icon Expense Tracking
  • Arrow Icon Financial Reporting
  • Arrow Icon Budgeting and Forecasting
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Inventory Management
  • Arrow Icon Fixed Asset Management
  • Arrow Icon Fund Accounting
  • Arrow Icon Multi-Currency
  • Arrow Icon Tax Management
  • Arrow Icon Payroll Management
  • Arrow Icon Subscription Billing
  • Arrow Icon Project Accounting
  • Arrow Icon Compliance Management
  • Arrow Icon Data Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Data Visualization
  • Arrow Icon Customizable Reports
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Visual Discovery
  • Arrow Icon Search/Filter
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Activity Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Collaboration Tools
  • Arrow Icon Data Connectors
  • Arrow Icon Data Mapping
  • Arrow Icon Trend Analysis
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Predictive Analytics
  • Arrow Icon Dashboard Creation
  • Arrow Icon Drag & Drop
  • Arrow Icon Real Time Reporting
  • Arrow Icon Historical Reporting
  • Arrow Icon Financial Reporting
  • Arrow Icon General Ledger
  • Arrow Icon Financial Consolidation & Close Management
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Journal Entry Processing
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Dashboard
  • Arrow Icon Audit Trail
  • Arrow Icon Visual Analytics
  • Arrow Icon Third-Party Integration
  • Arrow Icon Multi-Currency
  • Arrow Icon Cash Flow Management
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon Forecasting
  • Arrow Icon OLAP
  • Arrow Icon Customizable Dashboard
  • Arrow Icon Visual Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Performance Metrics
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Reporting
  • Arrow Icon Real-Time Reporting
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Ad hoc Query
  • Arrow Icon Scheduled/Automated Reports
  • Arrow Icon Search/Filter
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Sales Reports
  • Arrow Icon Marketing Reports
  • Arrow Icon Data Connectors
  • Arrow Icon Collaboration Tools
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Workflow Management
  • Arrow Icon Data Visualization
  • Arrow Icon Contact Management
  • Arrow Icon Contact Database
  • Arrow Icon Data Import/Export
  • Arrow Icon What If Scenarios
  • Arrow Icon Graphical Data Presentation
  • Arrow Icon Activity Tracking
  • Arrow Icon Statistical Analysis
  • Arrow Icon Forecasting
  • Arrow Icon Sales Reports
  • Arrow Icon Dynamic Modeling
  • Arrow Icon Customizable Reports
  • Arrow Icon Opportunity Management
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Lead Capture
  • Arrow Icon Roadmapping
  • Arrow Icon Scenario Planning
  • Arrow Icon Goal Setting/Tracking
  • Arrow Icon KPI Monitoring
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Scorecards
  • Arrow Icon Milestone Tracking
  • Arrow Icon Modeling & Simulation
  • Arrow Icon Idea Management
  • Arrow Icon Dashboard

Planful Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

Planful FAQs

Planful is a pioneering software in financial performance management, known for its agility in financial planning and analysis. It addresses the complexities of spreadsheet models, enhancing response time to ad-hoc requests and increasing agility in planning and forecasting. As a comprehensive solution, Planful covers budgeting, planning, forecasting, modeling, reporting, and more, bringing these functions to the entire organization. Globally, various organizations use Planful's cloud-based software to streamline planning, budgeting, consolidations, reporting, and analytics, effectively making financial performance management a collaborative effort across teams. Planful stands out for fostering harmony between FP&A and accounting leaders, ensuring data confidentiality, integrity, and availability. It enables faster closing processes and more confident planning, budgeting, and forecasting across the business. The platform also accelerates reporting, providing tailored insights for all users, making it a robust tool for modern financial management​​​​​​​​.

  • No, Planful does not offer a free version.

  • No, Planful does not offer any free trial.

  • No, Credit Card details are not required for the Planful trial.

  • No, Planful does not offer an API.

  • Planful offers support with the following options:
    • Email , Phone , Chat , Knowledge Base

  • Planful offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • Planful supports the following languages:
    • English

  • Following are the typical users of the Planful:
    • Small-Business , Midsize-Business , Large-Enterprise-Business

  • Planful supports the following deployment:
    • Cloud Hosted

  • Planful supports the following devices and operating systems:
    • Web-Based , Windows , Mac

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