# Float vs Planful Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Planful excels in overall user satisfaction, boasting a significantly higher G2 Score compared to Float. Users appreciate its flexibility and scalability, with one reviewer highlighting the system's ability to handle complex planning formulas and dynamic planning, making it a robust choice for mid-market businesses.
- **Users say** that Float shines in its ease of setup and use, making it a great option for small businesses transitioning from spreadsheets. Reviewers have noted that the intuitive design and color-coding features help teams quickly grasp their schedules, which is a major plus for those looking for simplicity.
- **According to verified reviews** , Planful offers a wide range of customization options that cater to various business needs, allowing users to tailor the environment to their specific requirements. This level of customization is often praised as a key advantage for businesses with unique workflows.
- **Reviewers mention** that while Float is easy to use, it lacks some of the advanced functionalities found in Planful. Users have pointed out that Float's built-in forecasting tool, while helpful, does not match the comprehensive capabilities of Planful, which is designed for more complex financial planning.
- **G2 reviewers highlight** that Planful's reporting capabilities are a standout feature, with users noting the ease of creating reports and making quick changes. This functionality is particularly beneficial for businesses that require detailed financial insights and adaptability in their planning processes.
- **Users report** that while both products have strong support ratings, Float's customer service is often highlighted for its responsiveness and helpfulness. Reviewers appreciate the quick updates and notifications that Float provides, which help them manage their financial obligations effectively.



| | Float | Planful | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 45 | 500 | 
| **Largest Market Segment** | Small-Business (74.4% of reviews) | Mid-Market (48.9% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### Float

Pros:
- Ease of Use (1 reviews)
- Easy Setup (1 reviews)

Cons:
- Missing Features (1 reviews)

### Planful

Pros:
- Ease of Use (44 reviews)
- Reporting (26 reviews)

Cons:
- Learning Curve (16 reviews)
- Learning Difficulty (16 reviews)

---
## Ratings Comparison
| Rating | Float | Planful | 
|---|---|---|
  | **Meets Requirements** | 8.4 (35 reviews) | 8.4 (335 reviews) | 
  | **Ease of Use** | 8.7 (35 reviews) | 8.1 (376 reviews) | 
  | **Ease of Setup** | 8.9 (17 reviews) | 7.3 (265 reviews) | 
  | **Ease of Admin** | 9.0 (17 reviews) | 8.0 (218 reviews) | 
  | **Quality of Support** | 8.8 (32 reviews) | 8.3 (324 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.4 (17 reviews) | 8.8 (215 reviews) | 
  | **Product Direction (% positive)** | 8.5 (31 reviews) | 9.1 (320 reviews) | 

---
## Pricing

### Float

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Planful

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **Float** | 8.4/10 | 24 |
| **Planful** | 7.5/10 | 115 |

#### Budget Creation

| Feature | Float | Planful | 
|---|---|---|
| **Data Import** | 8.8 (20 reviews) | 8.3 (106 reviews) | 
| **Budget Hierarchies** | 8.6 (20 reviews) | 8.3 (105 reviews) | 
| **Versioning** | 7.9 (17 reviews) | 8.0 (101 reviews) | 
| **Formulas** | 9.2 (14 reviews) | 7.8 (105 reviews) | 
| **What-If** | 8.6 (21 reviews) | 7.3 (86 reviews) | 
| **Budget Periods** | 9.4 (18 reviews) | 8.5 (98 reviews) | 

#### Budget Management

| Feature | Float | Planful | 
|---|---|---|
| **Consolidation** | 7.4 (15 reviews) | 8.4 (95 reviews) | 
| **Adjustments** | 8.2 (18 reviews) | 8.1 (91 reviews) | 
| **Workflows** | 8.4 (16 reviews) | 7.4 (87 reviews) | 

#### Forecasting

| Feature | Float | Planful | 
|---|---|---|
| **Historical Data** | 8.0 (21 reviews) | 8.5 (106 reviews) | 
| **Reforecast** | 8.8 (20 reviews) | 8.3 (98 reviews) | 
| **Forecast Types** | 8.3 (20 reviews) | 8.2 (95 reviews) | 
| **Rolling Forecasts** | 9.3 (20 reviews) | 8.3 (93 reviews) | 
| **AI** | Not enough data | 6.0 (55 reviews) | 

#### Analytics

| Feature | Float | Planful | 
|---|---|---|
| **Variance Analysis** | 8.4 (19 reviews) | 8.3 (101 reviews) | 
| **Forecasts Comparison** | 7.5 (18 reviews) | 8.4 (100 reviews) | 
| **Forward Looking** | 8.2 (18 reviews) | 7.9 (90 reviews) | 

#### Agentic AI - Budgeting and Forecasting

| Feature | Float | Planful | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | 4.9 (15 reviews) | 
| **Proactive Assistance** | Not enough data | 4.8 (15 reviews) | 
| **Decision Making** | Not enough data | 5.1 (15 reviews) | 

### Cash Flow Management

| Product | Score | Reviews |
|---|---|---|
| **Float** | 7.8/10 | 8 |
| **Planful** | N/A | N/A |

#### Cash Flow Management

| Feature | Float | Planful | 
|---|---|---|
| **File Exports** | 7.3 (5 reviews) | Not enough data | 
| **Income and Expenses** | 9.6 (8 reviews) | Not enough data | 
| **Track Cash Flow** | 9.6 (8 reviews) | Not enough data | 

#### Cash Flow Forecasting

| Feature | Float | Planful | 
|---|---|---|
| **Historical Data** | 7.4 (7 reviews) | Not enough data | 
| **Reforecast** | 7.5 (6 reviews) | Not enough data | 
| **Forecast Types** | 6.4 (6 reviews) | Not enough data | 
| **Rolling Forecasts** | 8.7 (5 reviews) | Not enough data | 
| **AI** | Not enough data | Not enough data | 

#### Analytics

| Feature | Float | Planful | 
|---|---|---|
| **Variance Analysis** | 7.0 (5 reviews) | Not enough data | 
| **Reports** | 7.0 (5 reviews) | Not enough data | 
| **Forecast Comparison** | 7.2 (6 reviews) | Not enough data | 
| **Forward Looking** | Not enough data | Not enough data | 

#### Financial Data Transfer

| Feature | Float | Planful | 
|---|---|---|
| **Data Transfer** | Feature Not Available | Not enough data | 
| **Data Exchange** | 7.2 (6 reviews) | Not enough data | 
| **Reporting** | 7.8 (6 reviews) | Not enough data | 
| **Access** | 8.1 (7 reviews) | Not enough data | 
| **Integration** | 8.3 (7 reviews) | Not enough data | 

#### Agentic AI -  Cash Flow Management

| Feature | Float | Planful | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

### Financial Close

| Product | Score | Reviews |
|---|---|---|
| **Float** | N/A | N/A |
| **Planful** | 7.2/10 | 83 |

#### Reconciliation

| Feature | Float | Planful | 
|---|---|---|
| **Consolidation** | Not enough data | 8.3 (70 reviews) ✓ Verified | 
| **Management** | Not enough data | 8.5 (69 reviews) ✓ Verified | 
| **Accounting** | Not enough data | 7.7 (61 reviews) ✓ Verified | 

#### Reporting

| Feature | Float | Planful | 
|---|---|---|
| **Report Types** | Not enough data | 8.9 (79 reviews) ✓ Verified | 
| **Standard** | Not enough data | 8.6 (73 reviews) ✓ Verified | 
| **Custom** | Not enough data | 8.9 (76 reviews) ✓ Verified | 

#### Closing Process

| Feature | Float | Planful | 
|---|---|---|
| **Audit** | Not enough data | 7.7 (61 reviews) ✓ Verified | 
| **Journal Entries** | Not enough data | 7.3 (59 reviews) ✓ Verified | 
| **Distribution** | Not enough data | 8.1 (68 reviews) ✓ Verified | 

#### AI - Financial Close

| Feature | Float | Planful | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | 4.6 (9 reviews) | 
| **Compliance** | Not enough data | 5.6 (9 reviews) | 
| **Reconciliation** | Not enough data | 4.8 (9 reviews) | 
| **Data Collection** | Not enough data | 5.6 (9 reviews) | 
| **Analysis** | Not enough data | 6.5 (11 reviews) | 

### FP&A (Financial Planning & Analysis)

| Product | Score | Reviews |
|---|---|---|
| **Float** | N/A | N/A |
| **Planful** | 7.5/10 | 163 |

#### Financial Planning

| Feature | Float | Planful | 
|---|---|---|
| **Extended Planning** | Not enough data | 7.8 (55 reviews) ✓ Verified | 
| **Reporting** | Not enough data | 8.8 (64 reviews) ✓ Verified | 
| **Integration** | Not enough data | 8.1 (64 reviews) ✓ Verified | 

#### Agentic AI - FP&A (Financial Planning & Analysis) 

| Feature | Float | Planful | 
|---|---|---|
| **Proactive Assistance** | Not enough data | 4.6 (14 reviews) | 
| **Decision Making** | Not enough data | 5.2 (14 reviews) | 

#### Financial Insight

| Feature | Float | Planful | 
|---|---|---|
| **Budgeting** | Not enough data | 8.4 (151 reviews) ✓ Verified | 
| **Forecasting** | Not enough data | 8.3 (148 reviews) ✓ Verified | 
| **Planning** | Not enough data | 8.2 (148 reviews) ✓ Verified | 

#### Data

| Feature | Float | Planful | 
|---|---|---|
| **Data Visualization** | Not enough data | 6.7 (125 reviews) ✓ Verified | 
| **Data Analysis** | Not enough data | 7.6 (135 reviews) ✓ Verified | 
| **Custom Reporting** | Not enough data | 8.1 (152 reviews) ✓ Verified | 
| **Reporting Templates** | Not enough data | 7.7 (142 reviews) ✓ Verified | 

#### Status Communication

| Feature | Float | Planful | 
|---|---|---|
| **Collaboration** | Not enough data | 7.2 (106 reviews) ✓ Verified | 
| **Version Control** | Not enough data | 8.2 (116 reviews) ✓ Verified | 
| **Real-Time Data Updates** | Not enough data | 8.0 (112 reviews) ✓ Verified | 
| **Scorecards** | Not enough data | 6.6 (82 reviews) ✓ Verified | 

### Marketing Resource Management

| Product | Score | Reviews |
|---|---|---|
| **Float** | N/A | N/A |
| **Planful** | N/A | N/A |

#### Agentic AI - Marketing Resource Management

| Feature | Float | Planful | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 

### Accounting & Finance

| Product | Score | Reviews |
|---|---|---|
| **Float** | N/A | N/A |
| **Planful** | N/A | N/A |

#### Agentic AI - Accounting & Finance

| Feature | Float | Planful | 
|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (1):** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)

**Unique to Float (1):** [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management)

**Unique to Planful (3):** [Financial Close Software](https://www.g2.com/categories/financial-close), [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis), [Marketing Resource Management Software](https://www.g2.com/categories/marketing-resource-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Float | Planful | 
|---|---|---|
| **Small-Business** | 74.4% | 6.2% | 
| **Mid-Market** | 16.3% | 48.9% | 
| **Enterprise** | 9.3% | 44.9% | 

### By Industry

#### Float

- **Marketing and Advertising:** 16.3%
- **Information Technology and Services:** 11.6%
- **Computer Software:** 9.3%
- **Retail:** 4.7%
- **Design:** 4.7%
- **Accounting:** 2.3%
- **Architecture & Planning:** 2.3%
- **Banking:** 2.3%
- **Building Materials:** 2.3%
- **Construction:** 2.3%
- **Other:** 41.9%

#### Planful

- **Computer Software:** 8.4%
- **Hospital & Health Care:** 5.2%
- **Accounting:** 4.4%
- **Insurance:** 4.4%
- **Financial Services:** 4.2%
- **Non-Profit Organization Management:** 3.8%
- **Biotechnology:** 2.7%
- **Food & Beverages:** 2.7%
- **Internet:** 2.7%
- **Medical Devices:** 2.7%
- **Other:** 58.8%

---
## Alternatives

### Alternatives to Float

- [Fathom](https://www.g2.com/products/fathom/reviews) — 4.7/5 stars (91 reviews)
- [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) — 4.6/5 stars (256 reviews)
- [Agicap](https://www.g2.com/products/agicap/reviews) — 4.4/5 stars (355 reviews)
- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews)
- [Invoiced](https://www.g2.com/products/invoiced/reviews) — 4.5/5 stars (412 reviews)
- [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (351 reviews)
- [Spendesk](https://www.g2.com/products/spendesk/reviews) — 4.6/5 stars (413 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)
- [Billtrust](https://www.g2.com/products/billtrust/reviews) — 4.4/5 stars (507 reviews)
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2146 reviews)

### Alternatives to Planful

- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)
- [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (351 reviews)
- [Board](https://www.g2.com/products/board/reviews) — 4.4/5 stars (318 reviews)
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) — 4.4/5 stars (219 reviews)
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews)
- [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) — 4.5/5 stars (133 reviews)
- [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (105 reviews)
- [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (307 reviews)
- [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 reviews)

---
## Top Discussions

### Float

No discussions available for this product.

### Planful

- Title: [How can I use the database from Planful direct to Power Bi? Is there this possibility, today?](https://www.g2.com/discussions/30800-how-can-i-use-the-database-from-planful-direct-to-power-bi-is-there-this-possibility-today) — 2 comments, 1 upvote
  > **Top comment:** "You could try to complement it with Power BI custom visuals that are build for planning like..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/float-vs-planful)