# FloQast vs Planful Comparison --- ## AI Generated Summary - **G2 reviewers report** that FloQast excels in user-friendliness, with many users highlighting its intuitive design that simplifies the month-end close process. One user noted, "I like how FloQast makes the month-end close process very easy, fast, simple, and organized." - **Users say** that Planful offers a clean and easy-to-use interface, particularly appreciated by finance professionals. Reviewers have mentioned the "dynamic reporting" capabilities and the ability to customize reports similar to Excel, which enhances usability for various teams. - **According to verified reviews** , FloQast stands out for its automation features, especially in reconciliation, which significantly reduces manual work. Users have praised the "reconciliation automation" as a game-changer for their workflows. - **Reviewers mention** that Planful's implementation process is straightforward, with many users appreciating the "intuitive onboarding wizard" that helps teams get started quickly, although some still find it challenging to configure for specific workflows. - **G2 reviewers highlight** that FloQast's support quality is notably high, with many users expressing satisfaction with the dedicated workflow management features that enhance their financial planning and analysis functions. - **Users report** that while Planful has strong reporting capabilities, it sometimes struggles with more complex accounting tasks compared to FloQast, which is designed specifically for the month-end close and offers robust features for audit and compliance. | | FloQast | Planful | |---|---|---| | **Star Rating** | 4.6 out of 5 | 4.3 out of 5 | | **Total Reviews** | 1,411 | 500 | | **Largest Market Segment** | Mid-Market (58.5% of reviews) | Mid-Market (49.0% of reviews) | | **Entry Level Price** | No pricing available | No pricing available | --- ## Top Pros & Cons ### FloQast Pros: - Ease of Use (169 reviews) - Organization (98 reviews) Cons: - Missing Features (48 reviews) - Limited Functionality (35 reviews) ### Planful Pros: - Ease of Use (48 reviews) - Reporting (29 reviews) Cons: - Learning Curve (17 reviews) - Learning Difficulty (17 reviews) --- ## Ratings Comparison | Rating | FloQast | Planful | |---|---|---| | **Meets Requirements** | 9.1 (1173 reviews) | 8.4 (335 reviews) | | **Ease of Use** | 9.3 (1183 reviews) | 8.1 (376 reviews) | | **Ease of Setup** | 8.9 (638 reviews) | 7.3 (265 reviews) | | **Ease of Admin** | 9.1 (440 reviews) | 8.0 (218 reviews) | | **Quality of Support** | 9.4 (1053 reviews) | 8.3 (324 reviews) | | **Has the product been a good partner in doing business?** | 9.6 (435 reviews) | 8.8 (215 reviews) | | **Product Direction (% positive)** | 9.5 (1120 reviews) | 9.1 (320 reviews) | --- ## Pricing ### FloQast #### Entry-Level Pricing No pricing available #### Free Trial No information available ### Planful #### Entry-Level Pricing No pricing available #### Free Trial No information available --- ## Features Comparison By Category ### Accounting | Product | Score | Reviews | |---|---|---| | **FloQast** | 7.0/10 | 301 | | **Planful** | N/A | N/A | #### General Ledger | Feature | FloQast | Planful | |---|---|---| | **Journal Entries** | 6.8 (250 reviews) | Not enough data | | **Tags / Dimensions** | 7.6 (256 reviews) | Not enough data | | **Audit Trail** | 8.4 (274 reviews) | Not enough data | #### Accounts Receivable | Feature | FloQast | Planful | |---|---|---| | **Invoice Customization** | Feature Not Available | Not enough data | | **AR Automation** | Feature Not Available | Not enough data | | **Collections Automation** | Feature Not Available | Not enough data | #### Accounts Payable | Feature | FloQast | Planful | |---|---|---| | **AP Automation** | Feature Not Available | Not enough data | | **Payment Processing** | Feature Not Available | Not enough data | | **Purchase Orders** | Feature Not Available | Not enough data | #### Other Functionality | Feature | FloQast | Planful | |---|---|---| | **Inventory Tracking / Ordering** | Feature Not Available | Not enough data | | **Inventory Pricing and Costing** | Feature Not Available | Not enough data | | **Inventory Reporting** | Feature Not Available | Not enough data | | **Multi-Entity / Consolidation** | 7.2 (241 reviews) | Not enough data | | **Recognition Rules** | 6.7 (238 reviews) | Not enough data | | **Reconciliations** | 9.0 (275 reviews) | Not enough data | | **Payroll** | Feature Not Available | Not enough data | | **Time and Expense** | Feature Not Available | Not enough data | #### Reporting & Analytics | Feature | FloQast | Planful | |---|---|---| | **Financial Statements** | 7.0 (232 reviews) | Not enough data | | **Custom Reporting** | 6.9 (230 reviews) | Not enough data | | **Budgeting / Forecasting** | Feature Not Available | Not enough data | | **Dashboards** | 8.7 (253 reviews) | Not enough data | #### Platform | Feature | FloQast | Planful | |---|---|---| | **Customization** | 7.7 (251 reviews) | Not enough data | | **Workflow Capability** | 8.5 (260 reviews) | Not enough data | | **User, Role, and Access Management** | 8.7 (263 reviews) | Not enough data | | **Internationalization** | 7.4 (225 reviews) | Not enough data | | **Performance and Reliability** | 8.9 (268 reviews) | Not enough data | | **Output Document Generation** | 7.7 (224 reviews) | Not enough data | #### Integration | Feature | FloQast | Planful | |---|---|---| | **Data Import and Export Tools** | 8.2 (246 reviews) | Not enough data | | **Integration APIs** | 7.7 (238 reviews) | Not enough data | | **Breadth of Partner Applications** | 7.3 (222 reviews) | Not enough data | #### Cash Flow | Feature | FloQast | Planful | |---|---|---| | **Track Cash Flow** | 6.4 (209 reviews) | Not enough data | | **Income and Expenses** | 6.6 (210 reviews) | Not enough data | | **File Exports** | 7.3 (213 reviews) | Not enough data | #### Budgeting & Forecasting | Feature | FloQast | Planful | |---|---|---| | **Budgeting / Forecasting** | Feature Not Available | Not enough data | | **Data Import** | 7.2 (212 reviews) | Not enough data | | **Versioning** | 6.5 (206 reviews) | Not enough data | | **Historical Data** | 7.0 (206 reviews) | Not enough data | #### Revenue | Feature | FloQast | Planful | |---|---|---| | **Revenue Types** | 6.5 (202 reviews) | Not enough data | | **Revenue Allocation** | 6.4 (202 reviews) | Not enough data | | **Scheduling** | 6.7 (203 reviews) | Not enough data | #### Payroll | Feature | FloQast | Planful | |---|---|---| | **Direct Deposit** | 5.5 (184 reviews) | Not enough data | | **Check/W-2 Printing** | 5.2 (181 reviews) | Not enough data | | **Tax Calculation** | 5.4 (179 reviews) | Not enough data | | **Reporting and Dashboards** | 6.9 (186 reviews) | Not enough data | #### AI | Feature | FloQast | Planful | |---|---|---| | **Data Extraction** | 6.6 (107 reviews) | Not enough data | | **Invoice Processing** | 6.3 (105 reviews) | Not enough data | | **Expense Management** | 6.3 (104 reviews) | Not enough data | | **Fraud Detection** | 6.4 (103 reviews) | Not enough data | | **Tax Compliance** | 6.3 (102 reviews) | Not enough data | | **Support Chatbots** | 6.6 (102 reviews) | Not enough data | | **Bank Reconciliations** | 7.0 (104 reviews) | Not enough data | | **Report Generation** | 6.7 (103 reviews) | Not enough data | | **Customizable Alerts** | 6.9 (104 reviews) | Not enough data | | **Predictive Analytics** | 6.5 (105 reviews) | Not enough data | #### Mobile Applications - Accounting | Feature | FloQast | Planful | |---|---|---| | **Cloud Integration** | 7.3 (81 reviews) | Not enough data | | **Notifications** | 7.2 (82 reviews) | Not enough data | | **UI** | 7.2 (81 reviews) | Not enough data | | **Offline** | 6.7 (81 reviews) | Not enough data | | **Expense Tracking** | 6.7 (80 reviews) | Not enough data | | **Invoice Management** | 6.6 (81 reviews) | Not enough data | #### Agentic AI - Accounting | Feature | FloQast | Planful | |---|---|---| | **Autonomous Task Execution** | 7.0 (75 reviews) | Not enough data | ### Budgeting and Forecasting | Product | Score | Reviews | |---|---|---| | **FloQast** | N/A | N/A | | **Planful** | 7.5/10 | 115 | #### Budget Creation | Feature | FloQast | Planful | |---|---|---| | **Data Import** | Not enough data | 8.3 (106 reviews) | | **Budget Hierarchies** | Not enough data | 8.3 (105 reviews) | | **Versioning** | Not enough data | 8.0 (101 reviews) | | **Formulas** | Not enough data | 7.8 (105 reviews) | | **What-If** | Not enough data | 7.3 (86 reviews) | | **Budget Periods** | Not enough data | 8.5 (98 reviews) | #### Budget Management | Feature | FloQast | Planful | |---|---|---| | **Consolidation** | Not enough data | 8.4 (95 reviews) | | **Adjustments** | Not enough data | 8.1 (91 reviews) | | **Workflows** | Not enough data | 7.4 (87 reviews) | #### Forecasting | Feature | FloQast | Planful | |---|---|---| | **Historical Data** | Not enough data | 8.5 (106 reviews) | | **Reforecast** | Not enough data | 8.3 (98 reviews) | | **Forecast Types** | Not enough data | 8.2 (95 reviews) | | **Rolling Forecasts** | Not enough data | 8.3 (93 reviews) | | **AI** | Not enough data | 6.0 (55 reviews) | #### Analytics | Feature | FloQast | Planful | |---|---|---| | **Variance Analysis** | Not enough data | 8.3 (101 reviews) | | **Forecasts Comparison** | Not enough data | 8.4 (100 reviews) | | **Forward Looking** | Not enough data | 7.9 (90 reviews) | #### Agentic AI - Budgeting and Forecasting | Feature | FloQast | 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) | ### Financial Close | Product | Score | Reviews | |---|---|---| | **FloQast** | 7.9/10 | 843 | | **Planful** | 7.2/10 | 83 | #### Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Consolidation** | 8.3 (653 reviews) ✓ Verified | 8.3 (70 reviews) ✓ Verified | | **Management** | 8.8 (714 reviews) ✓ Verified | 8.5 (69 reviews) ✓ Verified | | **Accounting** | 8.6 (745 reviews) ✓ Verified | 7.7 (61 reviews) ✓ Verified | #### Reporting | Feature | FloQast | Planful | |---|---|---| | **Report Types** | 7.8 (640 reviews) ✓ Verified | 8.9 (79 reviews) ✓ Verified | | **Standard** | 8.1 (643 reviews) ✓ Verified | 8.6 (73 reviews) ✓ Verified | | **Custom** | 7.8 (585 reviews) ✓ Verified | 8.9 (76 reviews) ✓ Verified | #### Closing Process | Feature | FloQast | Planful | |---|---|---| | **Audit** | 8.8 (669 reviews) ✓ Verified | 7.7 (61 reviews) ✓ Verified | | **Journal Entries** | 7.9 (609 reviews) ✓ Verified | 7.3 (59 reviews) ✓ Verified | | **Distribution** | 7.8 (536 reviews) ✓ Verified | 8.1 (68 reviews) ✓ Verified | #### AI - Financial Close | Feature | FloQast | Planful | |---|---|---| | **Autonomous Task Execution** | 7.2 (58 reviews) | 4.6 (9 reviews) | | **Compliance** | 7.2 (58 reviews) | 5.6 (9 reviews) | | **Reconciliation** | 7.5 (57 reviews) | 4.8 (9 reviews) | | **Data Collection** | 7.1 (58 reviews) | 5.6 (9 reviews) | | **Analysis** | 7.2 (58 reviews) | 6.5 (11 reviews) | ### FP&A (Financial Planning & Analysis) | Product | Score | Reviews | |---|---|---| | **FloQast** | N/A | N/A | | **Planful** | 7.5/10 | 163 | #### Financial Planning | Feature | FloQast | 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 | FloQast | Planful | |---|---|---| | **Proactive Assistance** | Not enough data | 4.6 (14 reviews) | | **Decision Making** | Not enough data | 5.2 (14 reviews) | #### Financial Insight | Feature | FloQast | 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 | FloQast | 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 | FloQast | 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 | ### Audit Management | Product | Score | Reviews | |---|---|---| | **FloQast** | 7.3/10 | 32 | | **Planful** | N/A | N/A | #### Generative AI | Feature | FloQast | Planful | |---|---|---| | **AI Text Summarization** | 5.7 (25 reviews) | Not enough data | | **AI Text Generation** | 5.9 (25 reviews) | Not enough data | #### Workflows - Audit Management | Feature | FloQast | Planful | |---|---|---| | **Audit Trail** | 8.8 (29 reviews) | Not enough data | | **Recommendations** | 7.8 (27 reviews) | Not enough data | | **Collaboration Tools** | 8.0 (28 reviews) | Not enough data | | **Integrations** | 6.4 (27 reviews) | Not enough data | | **Planning & Scheduling** | 7.0 (26 reviews) | Not enough data | #### Documentation - Audit Management | Feature | FloQast | Planful | |---|---|---| | **Templates & Forms** | 7.2 (26 reviews) | Not enough data | | **Checklists** | 8.2 (28 reviews) | Not enough data | #### Reporting & Analytics - Audit Management | Feature | FloQast | Planful | |---|---|---| | **Dashboard** | 7.7 (27 reviews) | Not enough data | | **Audit Performance** | 7.6 (26 reviews) | Not enough data | | **Industry Compliance** | 7.6 (26 reviews) | Not enough data | ### Financial Reconciliation | Product | Score | Reviews | |---|---|---| | **FloQast** | 7.7/10 | 303 | | **Planful** | N/A | N/A | #### Reconciliation - Financial Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Automation** | 8.0 (277 reviews) | Not enough data | | **Bank Statements** | 7.0 (264 reviews) | Not enough data | | **Exceptions** | 7.7 (261 reviews) | Not enough data | | **Algorithms** | 6.9 (258 reviews) | Not enough data | #### Audit - Financial Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Accuracy** | 8.6 (276 reviews) | Not enough data | | **Compliance** | 8.4 (274 reviews) | Not enough data | | **Reporting** | 7.8 (267 reviews) | Not enough data | | **Audit Trail** | 8.7 (266 reviews) | Not enough data | #### Integrations - Financial Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Accounting** | 8.5 (275 reviews) | Not enough data | | **Inventory** | 6.2 (250 reviews) | Not enough data | | **ERP** | 7.6 (266 reviews) | Not enough data | | **Banking** | 6.5 (255 reviews) | Not enough data | #### User Permissions and Security - Financial Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Access** | 8.2 (266 reviews) | Not enough data | | **Authentication** | 8.2 (267 reviews) | Not enough data | | **Encryption** | 7.7 (255 reviews) | Not enough data | | **Regulations** | 7.8 (260 reviews) | Not enough data | #### Agentic AI - Financial Reconciliation | Feature | FloQast | Planful | |---|---|---| | **Autonomous Task Execution** | 7.3 (57 reviews) | Not enough data | ### Marketing Resource Management | Product | Score | Reviews | |---|---|---| | **FloQast** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Marketing Resource Management | Feature | FloQast | 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 | |---|---|---| | **FloQast** | N/A | N/A | | **Planful** | N/A | N/A | #### Agentic AI - Accounting & Finance | Feature | FloQast | Planful | |---|---|---| | **Autonomous Task Execution** | Not enough data | Not enough data | --- ## Categories **Shared Categories (1):** [Financial Close Software](https://www.g2.com/categories/financial-close) **Unique to FloQast (3):** [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation), [Accounting Software](https://www.g2.com/categories/accounting), [Audit Management Software](https://www.g2.com/categories/audit-management) **Unique to Planful (3):** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting), [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 | FloQast | Planful | |---|---|---| | **Small-Business** | 19.0% | 6.2% | | **Mid-Market** | 58.5% | 49.0% | | **Enterprise** | 22.5% | 44.8% | ### By Industry #### FloQast - **Accounting:** 22.1% - **Computer Software:** 12.0% - **Information Technology and Services:** 9.0% - **Financial Services:** 4.7% - **Biotechnology:** 3.1% - **Hospital & Health Care:** 2.5% - **Marketing and Advertising:** 2.4% - **Retail:** 2.2% - **Consumer Goods:** 2.0% - **Insurance:** 2.0% - **Other:** 38.1% #### 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 FloQast - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) — 4.5/5 stars (1068 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2149 reviews) - [Trintech](https://www.g2.com/products/trintech-trintech/reviews) — 4.5/5 stars (543 reviews) - [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews) - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) — 4.6/5 stars (160 reviews) - [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) — 4.3/5 stars (4258 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) — 4.1/5 stars (4833 reviews) - [Numeric](https://www.g2.com/products/numeric/reviews) — 4.8/5 stars (65 reviews) - [Certinia Financial Management Cloud](https://www.g2.com/products/certinia-financial-management-cloud/reviews) — 4.0/5 stars (437 reviews) - [QuickBooks Desktop Enterprise](https://www.g2.com/products/quickbooks-desktop-enterprise/reviews) — 4.3/5 stars (1058 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 (461 reviews) - [Datarails](https://www.g2.com/products/datarails/reviews) — 4.6/5 stars (355 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 (136 reviews) - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) — 4.6/5 stars (106 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) — 4.3/5 stars (309 reviews) - [Solver](https://www.g2.com/products/solver/reviews) — 4.5/5 stars (266 reviews) --- ## Top Discussions ### FloQast - Title: [What is FloQast used for?](https://www.g2.com/discussions/what-is-floqast-used-for) — 1 comment *(includes official response)* > **Top comment:** "FloQast is the industry-leading accounting workflow automation solution, designed by accountants for accountants.Learn more here:..." - Title: [how can I add steps to a task without creating multiple tasks?](https://www.g2.com/discussions/how-can-i-add-steps-to-a-task-without-creating-multiple-tasks) — 1 comment, 1 upvote > **Top comment:** "Free text room on the task to add bullet points of the steps. You won't be able to sign off on them individually but great for instructions." - Title: [Will there be any updates that make the account balance refresh process quicker?](https://www.g2.com/discussions/will-there-be-any-updates-that-make-the-account-balance-refresh-process-quicker) — 1 comment, 1 upvote > **Top comment:** "Hi Mason, thanks for the inquiry! After speaking with your Customer Success Manager about the details of the FloQast integration with your ERP system, we..." - Title: [What is the best way to automate trial balance uploads?](https://www.g2.com/discussions/13723-what-is-the-best-way-to-automate-trial-balance-uploads) — 1 comment, 1 upvote > **Top comment:** "FloQast offers a feature called FloQast Connect that will automate your trial balance uploads. This allows organizations with on-premise legacy or enterprise..." - Title: [How do VPs of Finance use FloQast?](https://www.g2.com/discussions/close-management-software-and-vps-of-finance) — 1 comment, 1 upvote *(includes official response)* > **Top comment:** "FloQast close management software provides VPs of Finance with increased visibility into the status of the close without having to wait. Find out more about..." ### 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/floqast-vs-planful)