# Martus vs Planful Comparison
---
## AI Generated Summary
- **G2 reviewers report** that Planful excels in its **customization options** , allowing businesses to tailor the software to their unique needs. Users appreciate the flexibility and scalability of the platform, particularly highlighting its ability to handle complex planning formulas and dynamic planning.
- **Users say** Martus stands out for its **ease of use** and effective budget tracking capabilities. Many find it essential for viewing expenses clearly and creating annual budgets, with one reviewer noting that the system is powerful yet simple enough for daily use.
- **According to verified reviews** , Planful has a significantly higher overall satisfaction score, indicating that users generally feel more positive about their experience with the software compared to Martus. This is reflected in the feedback praising Planful's reporting capabilities and quick changes.
- **Reviewers mention** that while Martus offers great customer support, Planful's support quality is also well-regarded, though it doesn't quite match Martus's higher ratings in this area. Users from both platforms appreciate the responsiveness of their support teams.
- **G2 reviewers highlight** that Martus has a strong integration with Sage Intacct, which enhances its functionality for users. This integration is a key feature that helps users take their budget planning to the next level, making it a valuable tool for those already using Sage Intacct.
- **Users report** that Planful's implementation process is generally smooth, but some find it challenging to configure to their specific workflows. In contrast, Martus is noted for its straightforward setup, making it easier for teams to get started quickly.



| | Martus | Planful | 
|---|---|---|
| **Star Rating** | 4.7 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 62 | 499 | 
| **Largest Market Segment** | Mid-Market (65.9% of reviews) | Mid-Market (48.8% of reviews) | 
| **Entry Level Price** | Contact Us 5 Users Per Year | No pricing available | 

---
## Top Pros & Cons

### Martus

Pros:
- Ease of Use (36 reviews)
- Customer Support (19 reviews)

Cons:
- Learning Curve (9 reviews)
- Steep Learning Curve (6 reviews)

### Planful

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

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

---
## Ratings Comparison
| Rating | Martus | Planful | 
|---|---|---|
  | **Meets Requirements** | 9.2 (34 reviews) | 8.4 (334 reviews) | 
  | **Ease of Use** | 8.8 (58 reviews) | 8.1 (375 reviews) | 
  | **Ease of Setup** | 9.0 (35 reviews) | 7.3 (264 reviews) | 
  | **Ease of Admin** | 9.1 (33 reviews) | 8.0 (218 reviews) | 
  | **Quality of Support** | 9.6 (33 reviews) | 8.3 (323 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.7 (32 reviews) | 8.8 (215 reviews) | 
  | **Product Direction (% positive)** | 9.7 (36 reviews) | 9.1 (319 reviews) | 

---
## Pricing

### Martus

#### Entry-Level Pricing

Plan: Essentials

Price: Contact Us 5 Users Per Year

Description: The Martus Essentials Package is the core of what makes Martus Solutions a game-changer for organizations of all sizes. Designed to streamline and simplify your financial management processes, Martus Essentials equips you with everything you need to create, manage, and report on your budgets with confidence and ease.


Key Features:
- Unlimited Collaborative Budget Worksheets & Budget Lines 
- Simplified Budget Creation 
- Import Historical Budgets from Excel 

[Browse all 3 editions](https://www.g2.com/products/martus/pricing)

#### Free Trial

No

### Planful

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

---
## Features Comparison By Category

### Nonprofit Accounting

| Product | Score | Reviews |
|---|---|---|
| **Martus** | 6.0/10 | 18 |
| **Planful** | N/A | N/A |

#### General Ledger

| Feature | Martus | Planful | 
|---|---|---|
| **Journal Entries** | 6.2 (10 reviews) | Not enough data | 
| **Tags / Dimensions** | 7.9 (16 reviews) | Not enough data | 
| **Audit Trail** | 7.6 (14 reviews) | Not enough data | 

#### Accounts Receivable

| Feature | Martus | Planful | 
|---|---|---|
| **Invoice Customization** | 7.0 (9 reviews) | Not enough data | 
| **AR Automation** | 5.0 (9 reviews) | Not enough data | 
| **Collections Automation** | 5.0 (9 reviews) | Not enough data | 

#### Accounts Payable

| Feature | Martus | Planful | 
|---|---|---|
| **AP Automation** | 5.0 (9 reviews) | Not enough data | 
| **Payment Processing** | 5.0 (9 reviews) | Not enough data | 
| **Purchase Orders** | 5.2 (9 reviews) | Not enough data | 

### Budgeting and Forecasting

| Product | Score | Reviews |
|---|---|---|
| **Martus** | 8.4/10 | 30 |
| **Planful** | 7.5/10 | 114 |

#### Budget Creation

| Feature | Martus | Planful | 
|---|---|---|
| **Data Import** | 9.2 (28 reviews) | 8.3 (106 reviews) | 
| **Budget Hierarchies** | 8.7 (29 reviews) | 8.3 (105 reviews) | 
| **Versioning** | 8.9 (26 reviews) | 8.0 (101 reviews) | 
| **Formulas** | 8.1 (27 reviews) | 7.8 (105 reviews) | 
| **What-If** | 8.2 (28 reviews) | 7.3 (86 reviews) | 
| **Budget Periods** | 9.1 (27 reviews) | 8.5 (98 reviews) | 

#### Budget Management

| Feature | Martus | Planful | 
|---|---|---|
| **Consolidation** | 8.6 (27 reviews) | 8.4 (94 reviews) | 
| **Adjustments** | 8.6 (26 reviews) | 8.1 (91 reviews) | 
| **Workflows** | 8.5 (24 reviews) | 7.4 (86 reviews) | 

#### Forecasting

| Feature | Martus | Planful | 
|---|---|---|
| **Historical Data** | 9.3 (29 reviews) | 8.5 (106 reviews) | 
| **Reforecast** | 8.3 (27 reviews) | 8.3 (98 reviews) | 
| **Forecast Types** | 7.8 (24 reviews) | 8.2 (95 reviews) | 
| **Rolling Forecasts** | 8.2 (26 reviews) | 8.3 (93 reviews) | 
| **AI** | 6.3 (10 reviews) | 6.0 (55 reviews) | 

#### Analytics

| Feature | Martus | Planful | 
|---|---|---|
| **Variance Analysis** | 8.8 (26 reviews) | 8.3 (101 reviews) | 
| **Forecasts Comparison** | 8.3 (26 reviews) | 8.4 (100 reviews) | 
| **Forward Looking** | 8.3 (25 reviews) | 7.9 (90 reviews) | 

#### Agentic AI - Budgeting and Forecasting

| Feature | Martus | 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 Analysis

| Product | Score | Reviews |
|---|---|---|
| **Martus** | 8.1/10 | 19 |
| **Planful** | N/A | N/A |

#### Data Management

| Feature | Martus | Planful | 
|---|---|---|
| **Data Import** | 9.0 (17 reviews) | Not enough data | 
| **Data Consolidation** | 7.7 (11 reviews) | Not enough data | 
| **Data Validation** | 7.2 (10 reviews) | Not enough data | 

#### Reporting Structure

| Feature | Martus | Planful | 
|---|---|---|
| **Reporting Hierarchy** | 8.4 (17 reviews) | Not enough data | 
| **Report Templates** | 8.4 (17 reviews) | Not enough data | 
| **Report Types** | 8.6 (17 reviews) | Not enough data | 

#### Standard Analytics

| Feature | Martus | Planful | 
|---|---|---|
| **Standard KPIs** | 7.4 (14 reviews) | Not enough data | 
| **Standard Reports** | 8.9 (16 reviews) | Not enough data | 
| **Financial Statements** | 8.8 (14 reviews) | Not enough data | 
| **Drill Down** | 9.6 (16 reviews) | Not enough data | 

#### Custom Analytics

| Feature | Martus | Planful | 
|---|---|---|
| **Dashboards** | 7.5 (17 reviews) | Not enough data | 
| **Custom KPIs** | 6.8 (14 reviews) | Not enough data | 
| **Custom Reports** | 7.7 (15 reviews) | Not enough data | 
| **Self Service** | 8.8 (15 reviews) | Not enough data | 
| **Multiple Entities** | 6.1 (6 reviews) | Not enough data | 

#### Agentic AI - Financial Analysis

| Feature | Martus | Planful | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | 

### Cash Flow Management

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

#### Cash Flow Management

| Feature | Martus | Planful | 
|---|---|---|
| **File Exports** | Not enough data | Not enough data | 
| **Income and Expenses** | Not enough data | Not enough data | 
| **Track Cash Flow** | Not enough data | Not enough data | 

#### Cash Flow Forecasting

| Feature | Martus | Planful | 
|---|---|---|
| **Historical Data** | Not enough data | Not enough data | 
| **Reforecast** | Not enough data | Not enough data | 
| **Forecast Types** | Not enough data | Not enough data | 
| **Rolling Forecasts** | Not enough data | Not enough data | 
| **AI** | Not enough data | Not enough data | 

#### Analytics

| Feature | Martus | Planful | 
|---|---|---|
| **Variance Analysis** | Not enough data | Not enough data | 
| **Reports** | Not enough data | Not enough data | 
| **Forecast Comparison** | Not enough data | Not enough data | 
| **Forward Looking** | Not enough data | Not enough data | 

#### Financial Data Transfer

| Feature | Martus | Planful | 
|---|---|---|
| **Data Transfer** | Not enough data | Not enough data | 
| **Data Exchange** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Access** | Not enough data | Not enough data | 
| **Integration** | Not enough data | Not enough data | 

#### Agentic AI -  Cash Flow Management

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

### Financial Close

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

#### Reconciliation

| Feature | Martus | 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 | Martus | 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 | Martus | 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 | Martus | 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 |
|---|---|---|
| **Martus** | N/A | N/A |
| **Planful** | 7.5/10 | 163 |

#### Financial Planning

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

#### Financial Insight

| Feature | Martus | 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 | Martus | 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 | Martus | 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 |
|---|---|---|
| **Martus** | N/A | N/A |
| **Planful** | N/A | N/A |

#### Agentic AI - Marketing Resource Management

| Feature | Martus | 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 |
|---|---|---|
| **Martus** | N/A | N/A |
| **Planful** | N/A | N/A |

#### Agentic AI - Accounting & Finance

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

---
## Categories
**Shared Categories (2):** [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)

**Unique to Martus (3):** [Financial Analysis Software](https://www.g2.com/categories/financial-analysis), [Nonprofit Accounting Software](https://www.g2.com/categories/nonprofit-accounting-software), [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management)

**Unique to Planful (2):** [Financial Close Software](https://www.g2.com/categories/financial-close), [Marketing Resource Management Software](https://www.g2.com/categories/marketing-resource-management)


---
## Reviewer Demographics

### By Company Size

| Segment | Martus | Planful | 
|---|---|---|
| **Small-Business** | 31.7% | 6.2% | 
| **Mid-Market** | 65.9% | 48.8% | 
| **Enterprise** | 2.4% | 45.0% | 

### By Industry

#### Martus

- **Non-Profit Organization Management:** 49.2%
- **Religious Institutions:** 27.9%
- **Accounting:** 4.9%
- **Information Technology and Services:** 3.3%
- **Consulting:** 1.6%
- **Museums and Institutions:** 1.6%
- **Individual & Family Services:** 1.6%
- **Hospital & Health Care:** 1.6%
- **Health, Wellness and Fitness:** 1.6%
- **Gambling & Casinos:** 1.6%
- **Other:** 4.9%

#### 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:** 58.7%

---
## Alternatives

### Alternatives to Martus

- [Vena](https://www.g2.com/products/vena/reviews) — 4.5/5 stars (476 reviews)
- [NetSuite](https://www.g2.com/products/netsuite/reviews) — 4.1/5 stars (4785 reviews)
- [Sage Intacct](https://www.g2.com/products/sage-intacct/reviews) — 4.3/5 stars (4230 reviews)
- [Anaplan](https://www.g2.com/products/anaplan/reviews) — 4.6/5 stars (458 reviews)
- [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) — 4.0/5 stars (3827 reviews)
- [Intuit QuickBooks](https://www.g2.com/products/intuit-quickbooks/reviews) — 4.4/5 stars (392 reviews)
- [Xero](https://www.g2.com/products/xero/reviews) — 4.4/5 stars (1613 reviews)
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) — 4.5/5 stars (2145 reviews)
- [BILL AP/AR](https://www.g2.com/products/bill-ap-ar/reviews) — 4.4/5 stars (1805 reviews)
- [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) — 4.2/5 stars (911 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 (344 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 (159 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

### Martus

- Title: [Can I limit users access to certain data?](https://www.g2.com/discussions/can-i-limit-users-access-to-certain-data) — 1 comment, 2 upvotes *(includes official response)*
  > **Top comment:** "Access is controlled at the function and dimension level. You can also further restrict access to certain accounts and/or limit drill-downs on certain accounts."
- Title: [How does Martus connect with your accounting system?](https://www.g2.com/discussions/how-does-martus-connect-with-your-accounting-system) — 1 comment, 2 upvotes *(includes official response)*
  > **Top comment:** "Each accounting system with an API interface has their own protocol for exchange of data with 3rd party products like MartusTools™. Martus will help you with..."

### 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/martus-vs-planful)