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At a Glance
Market Segments
Mid-Market (48.1% of reviews)
Mid-Market (53.8% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Planful
Star Rating
(477)4.3 out of 5
Market Segments
Mid-Market (48.1% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about PlanfulUnit4 FP&A
Star Rating
(14)4.2 out of 5
Market Segments
Mid-Market (53.8% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Unit4 FP&ASummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Planful excels in its budgeting capabilities, particularly with features like Budget Hierarchies (8.5) and Budget Periods (8.7), which allow for more structured and flexible budget management compared to Unit4 FP&A, which has slightly lower ratings in these areas.
- Reviewers mention that Unit4 FP&A shines in Data Analysis (8.3) and Data Visualization (7.4), providing a more intuitive interface for analyzing financial data, while Planful's Data Visualization (6.7) has been noted as a weaker point, making it less user-friendly for visual data representation.
- G2 users highlight that Planful's Reporting capabilities are robust, especially in Report Types (8.9) and Custom Reporting (8.1), allowing for tailored reports that meet specific business needs, whereas Unit4 FP&A's Reporting Templates (6.7) have received criticism for being less customizable.
- Users on G2 indicate that Planful's ease of use (8.1) and setup (7.3) are generally favorable, but they also note that Unit4 FP&A offers a smoother setup experience (6.9), which can be crucial for teams looking to implement software quickly.
- Reviewers mention that both products perform well in Financial Planning, but Unit4 FP&A has a slight edge in Planning (8.7) and Forecasting (8.5), suggesting that it may provide more comprehensive tools for long-term financial strategies compared to Planful's ratings in these areas (8.3 and 8.4, respectively).
- Users say that Planful's Quality of Support (8.3) is a strong point, with many reviewers praising the responsiveness and helpfulness of the support team, while Unit4 FP&A's support (8.0) is seen as adequate but not as highly rated, indicating a potential area for improvement.
Pricing
Entry-Level Pricing
Planful
No pricing availableUnit4 FP&A
No pricing availableFree Trial
Planful
No trial information availableUnit4 FP&A
No trial information availableRatings
Meets Requirements
8.4
323
8.3
11
Ease of Use
8.1
364
8.5
11
Ease of Setup
7.3
255
6.3
9
Ease of Admin
8.0
214
7.2
9
Quality of Support
8.3
312
7.4
11
Has the product been a good partner in doing business?
8.8
211
8.3
9
Product Direction (% positive)
9.1
310
7.9
11
Features by Category
Budget Creation
8.3
105
Not enough data
8.3
103
Not enough data
8.0
100
Not enough data
7.8
103
Not enough data
7.3
86
Not enough data
8.5
98
Not enough data
Budget Management
8.4
91
Not enough data
8.1
91
Not enough data
7.4
85
Not enough data
Forecasting
8.5
106
Not enough data
8.3
98
Not enough data
8.2
95
Not enough data
8.3
93
Not enough data
6.0
54
Not enough data
Analytics
8.3
100
Not enough data
8.4
99
Not enough data
7.9
90
Not enough data
Agentic AI - Budgeting and Forecasting
4.9
15
Not enough data
4.8
15
Not enough data
5.1
15
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting Structure
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Standard Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Custom Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Reconciliation
8.2
64
|
Verified
Not enough data
8.4
66
|
Verified
Not enough data
7.7
61
|
Verified
Not enough data
Reporting
8.9
76
|
Verified
Not enough data
8.6
73
|
Verified
Not enough data
8.9
72
|
Verified
Not enough data
Closing Process
7.7
60
|
Verified
Not enough data
7.2
57
|
Verified
Not enough data
8.1
67
|
Verified
Not enough data
AI - Financial Close
4.6
9
Not enough data
5.6
9
Not enough data
4.8
9
Not enough data
5.6
9
Not enough data
5.7
9
Not enough data
Financial Planning
7.8
55
|
Verified
Not enough data
8.7
62
|
Verified
Not enough data
8.0
62
|
Verified
Not enough data
Agentic AI - FP&A (Financial Planning & Analysis)
4.6
14
Not enough data
5.2
14
Not enough data
Financial Insight
8.4
148
|
Verified
8.3
8
|
Verified
8.3
145
|
Verified
8.7
10
|
Verified
8.2
145
|
Verified
8.7
9
|
Verified
Data
6.7
124
|
Verified
7.5
10
|
Verified
7.6
134
|
Verified
8.3
9
|
Verified
8.1
149
|
Verified
7.8
10
|
Verified
7.7
140
|
Verified
6.3
9
|
Verified
Status Communication
7.2
105
|
Verified
6.4
6
|
Verified
8.2
115
|
Verified
8.3
7
|
Verified
8.0
112
|
Verified
7.9
8
|
Verified
6.6
82
|
Verified
7.8
6
|
Verified
Environmental, Social, and Governance (ESG) ReportingHide 20 FeaturesShow 20 Features
Not enough data
Not enough data
Data Collection
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Risk Management - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Environmental, Social, and Governance (ESG) Reporting
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Marketing Resource Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
Planful and Unit4 FP&A are categorized as Budgeting and Forecasting, Financial Close, and FP&A (Financial Planning & Analysis)
Unique Categories
Planful is categorized as Marketing Resource Management
Unit4 FP&A is categorized as Financial Analysis and Environmental, Social, and Governance (ESG) Reporting
Reviews
Reviewers' Company Size
Planful
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Unit4 FP&A
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Computer Software
8.4%
Hospital & Health Care
5.2%
Insurance
4.5%
Financial Services
4.3%
Accounting
4.3%
Other
73.4%
Utilities
15.4%
Government Administration
15.4%
Retail
7.7%
Oil & Energy
7.7%
Hospitality
7.7%
Other
46.2%
Discussions
How can I use the database from Planful direct to Power Bi? Is there this possibility, today?
2 Comments
MK
You could try to complement it with Power BI custom visuals that are build for planning like...Read more
Planful has no more discussions with answers
Unit4 FP&A has no discussions with answers
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