Planful Features

Based on 148 Planful reviews and verified by the G2 Product R&D team. Uses collected data to assist organizations in understanding what they can afford now, and in years to come.

Based on 145 Planful reviews and verified by the G2 Product R&D team. Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.

Based on 145 Planful reviews and verified by the G2 Product R&D team. Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.

Based on 124 Planful reviews and verified by the G2 Product R&D team. Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.

Based on 134 Planful reviews and verified by the G2 Product R&D team. Scours data for actionable insights.

Based on 149 Planful reviews and verified by the G2 Product R&D team. Allows users to customize their own reports according to business needs.

Based on 140 Planful reviews and verified by the G2 Product R&D team. Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.

Based on 105 Planful reviews and verified by the G2 Product R&D team. Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.

Based on 115 Planful reviews and verified by the G2 Product R&D team. Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.

Based on 112 Planful reviews and verified by the G2 Product R&D team. Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.

Based on 82 Planful reviews and verified by the G2 Product R&D team. Displays and shares company performance data to increase transparency across the board.

Based on 105 Planful reviews. Import trial balance, monthly P&L, balance sheets, and other types of financial data

Based on 103 Planful reviews. Define budget structure elements and how they are linked hierarchically

Based on 100 Planful reviews. Keeps track of all versions of a budget and allows users to compare versions

Based on 103 Planful reviews. Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues

Based on 86 Planful reviews. Test the potential financial impact of business decisions on revenues and expenses

Users can customize standard budget periods (3, 9, or 12 months) This feature was mentioned in 98 Planful reviews.

Consolidate multiple budgets from different departments or business entities This feature was mentioned in 91 Planful reviews.

As reported in 91 Planful reviews. Users with administrative access rights can modify budgets

Workflows are used to define the steps required to alter budgets and who needs to approve changes 85 reviewers of Planful have provided feedback on this feature.

As reported in 106 Planful reviews. Forecasting is based on past transactions and historical financial or operational data

Ability to recreate forecasts to include new information that may impact budgets This feature was mentioned in 98 Planful reviews.

Based on 95 Planful reviews. Support multiple types of forecasts such as balance sheet and cash flow forecasts

As reported in 93 Planful reviews. Used to review and update budgeting assumptions for a predefined period (usually one year)

As reported in 54 Planful reviews. Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns

As reported in 100 Planful reviews. Project out as the year progresses to accommodate trends that affect key business drivers.

compare Income Statement, Balance Sheet, and Cash Flow for multiple periods 99 reviewers of Planful have provided feedback on this feature.

Based on 90 Planful reviews. Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data

Based on 64 Planful reviews and verified by the G2 Product R&D team. Data from multiple systems can be centralized into a single repository

Based on 66 Planful reviews and verified by the G2 Product R&D team. Financial information can be imported from multiple sources such as spreadsheets, text files, or databases

Based on 61 Planful reviews and verified by the G2 Product R&D team. Match invoices, payments, and bank statement information

Based on 76 Planful reviews and verified by the G2 Product R&D team. Provide multiple types of reports such as point-in-time snapshot reports, or year over year

Based on 73 Planful reviews and verified by the G2 Product R&D team. Offers standard financial reports out of the box

Based on 72 Planful reviews and verified by the G2 Product R&D team. Allows users to edit reports and to combine multiple reports

Based on 60 Planful reviews and verified by the G2 Product R&D team. Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.

Based on 57 Planful reviews and verified by the G2 Product R&D team. Adjusts journal entries in order to have an accurate balance sheet and income statement

Based on 67 Planful reviews and verified by the G2 Product R&D team. Financial statements and statistical reports (such as KPI) can be assembled into financial packages

Based on 55 Planful reviews and verified by the G2 Product R&D team. Analysis that creates business plans outside of finance, including sales, marketing, or HR.

Based on 62 Planful reviews and verified by the G2 Product R&D team. Reports on departmental KPI metrics measured against targets.

Based on 62 Planful reviews and verified by the G2 Product R&D team. Consolidates planning processes across an organization into a single solution.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting 14 reviewers of Planful have provided feedback on this feature.

Based on 14 Planful reviews. Makes informed choices based on available data and objectives

As reported in 15 Planful reviews. Engages in human-like conversation for task delegation

As reported in 15 Planful reviews. Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives This feature was mentioned in 15 Planful reviews.

Capability to perform complex tasks without constant human input

Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.

Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.

Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.

Generates AI-assisted financial reports and provides thorough analytical insights.