Planful Reviews & Product Details

Planful Overview

What is Planful?

Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform. Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile planning and decision-making. More than 800 customers including, Bose, Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, and visual analytics. Planful is a private company backed by Vector Capital, a leading global private equity firm specializing in transformational investments in established technology businesses. Learn more at www.planful.com.

Planful Details
Website
Languages Supported
English
Product Description

Planful (formerly Host Analytics) is a leading financial planning and analysis (FP&A) cloud platform that enables customers to achieve the vision of Continuous Planning.

How do you position yourself against your competitors?

Compliance: Host Analytics undergoes annual SSAE 16 Type 2 SOC 1 and SOC 2 audits and internal compliance assessments, helping to ensure your compliance with critical regulatory requirements.

Security: Your data is stored using AES-256 encryption and backed up hourly. For your protection, no logical communication is allowed between customer databases.

Reliability: Your service agreement includes a 99.5% uptime guarantee. Business continuity and disaster recovery plans ensure continued operations in the face of natural disasters or major incidents.

Easy integration: Seamlessly integrate with your existing data sources for a more holistic view of your financial and operational data.


Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
Redwood City, CA
Twitter
@HostAnalytics
6 Twitter followers
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®

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Planful Reviews

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Reviewer
Government Administration
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Organic
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The reports are very intuitive, like pivot table in Excel, I love the spotlight and the possibilities that I have with it. Review collected by and hosted on G2.com.

What do you dislike?

I think the "planing" should be more flexible, like a possibility to download and upload direct from excel in each template created, this makes the forecast/budget process easier and faster, not just this but an specific add-in to load all figures that I want without DLR, for example, load the actuals figures, the possibility to create dashboards into Power BI, if it's real, I think needs more marketing, because I never create someting like that, but I want. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

This a great solution to manager the financial figures, to create dashboars and to have automatic graphics and so one, use the spotlight as you want, because it's the best thing in my oppinion.

It's like a excel, if you know work with pivot table, the "Report Area" is for you. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The substitution from the old plug-in to spotlight, it was the best thing that I see, the changes of layout throght those years became the navigation better in each new release. Review collected by and hosted on G2.com.

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Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The tool from both a planning and modeling perspective has Excel as it's foundation and user interface. This makes it user friendly and easy to navigate and understand, increasing the adoption in the business. At the same time you get the full leverage and scalability of a cloud solution and multidimensional database.

Planful is very customer focused and their seasonal updates are largely influenced by customer feedback as well as industry innovation. User interface and capabilities have come a long way since our original implementation. Review collected by and hosted on G2.com.

What do you dislike?

The flexibility of the tool means that it is also easy to build in complexity without the right guidance from either Planful or one of their partners. There are many capabilities and this can be overwhelming at times when trying to understand the best configuration, and balance, between Structured vs Dynamic Planning. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Planful has allowed us to modernize the core FP&A functions of strategic planning, forecasting, and target setting. We've been able to move to dynamic planning, multiple times per year, and away from a traditional once per year static budget that are quickly outdated in today's ever changing landscape. Using the platform we're able to streamline the tactical input and consolidation steps involved in planning while also pushing the culture towards thinking about planning more continuously. Review collected by and hosted on G2.com.

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AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Customer support and the community are incredibly helpful and quick to respond. There's a lot of tools and trainings in place to help you maximize the potential of the solution and explore different use cases. Review collected by and hosted on G2.com.

What do you dislike?

There's some inflexibility in combining data sources, which often requires custom or unique workarounds. Processes can as a result become bogged down and require more expertise to manage. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We're saving a lot of time aggregating our budgets and forecasts. Planful has great tools to allow us to provide business users a familiar or personal experience, such as making inputs directly in Excel. This has let us hit the ground running and reduce data collection and entry time across the organization. Review collected by and hosted on G2.com.

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IT Controller
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

I love the people that I work with mostly, and the system is pretty amazing. I can easily geek out about it. Dynamic Reports are excellent, user friendly and add great value! The ease of setting up permissions and security is wonderful, and Planful does it's best to continue to make changes to their system to Review collected by and hosted on G2.com.

What do you dislike?

Their support was lacking for a while. There have been times that I've called the support line and they've asked me to take screen shots and submit a ticket w/out trying to help..then the next time I spend 45 min taking screen shots only to have someone schedule a call and solve my issue in 6 min. That being said, after working with our customer success manager, things have improved tremendously! Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Just have someone meet with you to talk about implementation and your expectations IN GREAT DETAIL before implementation Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Workforce planning and reporting are very nice Review collected by and hosted on G2.com.

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Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from the seller
What do you like best?

the drag and drop nature of ad hoc reporting. I can include filters by dimension by simply dragging them from the spine to the report and selecting the members I want to include. Review collected by and hosted on G2.com.

What do you dislike?

some of the MDX coding can become complex. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Understand the options for hierarchies and make sure you have a strong implementation team. Make the investment as a Company to dive in and really learn the product. It's very powerful and great to use, but there is a learning curve. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

quicker production of reports and greater customization. Review collected by and hosted on G2.com.

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AI
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

Dynamic reporting solution is excellent and very easy to learn and use. The Workforce Planning module is also very user friendly and has been the focus in recent updates, making it cleaner and easier to use and customize. Review collected by and hosted on G2.com.

What do you dislike?

We find the expense templates are bit cumbersome for budget owners to use, and till now had avoiding getting budget owners (non-finance) users in the system. With the upgrades coming in 2020 to the UX we plan to start adding more users by the end of 2020. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

get away from Excel, cost effective solution to give visibility to entire business Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Efficiency, dynamic planning, driver-based planning, error proofing, ability to easily handle multi currency planning. Review collected by and hosted on G2.com.

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AO
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Planful replaces our manual spreadsheets for our financial reporting and budgeting processes and eliminates human errors. It also significantly reduces the amount of time it takes to generate an entire financial reporting package. Review collected by and hosted on G2.com.

What do you dislike?

Formatting the headers for the reports can be aggravating. The design of the headers appears to have some flaws and can cause a lot of unnecessary time to figure out how to format the headers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Reducing/eliminating the human errors on financial reports as well as significantly reducing the amount of time it takes to generate a financial package are the two primary problems we experienced prior to Planful. Review collected by and hosted on G2.com.

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IM
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

I like the reporting the best so far. It has given us the ability to replace previously excel driven financial statement reports. Also, we have our ERP transactions directly synced to the Planful system so to give drill through access to our transactions. Review collected by and hosted on G2.com.

What do you dislike?

The reporting formatting could be beefed up some. It is good enough for what we need but could be much better. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are creating a model in Dynamic Planning to forecast our revenue and eventually COGS. This gives us the ability to bring all the aspects of our planning process into the same place and be able to compare against actual results. Review collected by and hosted on G2.com.

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AC
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Every year they are making this program better. just this year alone, they have created a lot of great features in the Workforce Planning section that will make my job much more easier. A goal this year I have is to get our Money Managers to interact in the tool more and the features they just released are going to help me accomplish this goal. Review collected by and hosted on G2.com.

What do you dislike?

We had several issues with our implementation. Our consulting service was not great at explaining everything to us. It caused us to struggle to fully use the tool like we wanted. But with training, support, and the conferences, we've really come a long way. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get your support area on the same page. We have been given alot of different answers for the same question. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Our budgeting/forecasting is much more accurate. Workforce Planning has come along way; making things less manual for the Admins/Users. Review collected by and hosted on G2.com.

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AA
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

This is the first year the conference is virtual and I think they did a great job keeping users engaged while delivering the materials. Review collected by and hosted on G2.com.

What do you dislike?

The break from 11-noon was a bit awkward and long. Would be better if they had shorter, more regular breaks. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

The constant re-branding and re-naming of the platform and various modules is very annoying. For users who have been with Host Analytics from the start, it gets very annoying to explain to our users that Modeling is now called something else, and that Planning is now something else and that something else all sounds the same (dynamic planning, structured planning, dynamic comments) Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are solving to report on forecasts with international subsidiaries who have not yet implemented the Planning module in Host. We were able to do a data load of their forecast into a scenario which enabled us to report on consolidated forecasts. Review collected by and hosted on G2.com.

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AH
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

The templates and being able to upload actual general ledger data as well as statistical data. We can then being export the details down to the planning facility by using the templates which include formulas that makes planning for next year straight forward and easy. Review collected by and hosted on G2.com.

What do you dislike?

We have multiple tenants and you cannot switch between them without signing out. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Budget planning for hundreds of facilities with uniformity in the general ledger accounts used and methods of calculation. Review collected by and hosted on G2.com.

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AI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2 on behalf of the seller
What do you like best?

Planful gives us the ability to quickly and efficiently consolidate Trial Balances for our 60+ entities each month. Review collected by and hosted on G2.com.

What do you dislike?

There isn't anything in particular that I dislike about the Planful environment at the moment. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The ability to Budget, Consolidate, and Report using one EPM system. Review collected by and hosted on G2.com.

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AB
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

The challenge of learning new features and how to implement and train users. Review collected by and hosted on G2.com.

What do you dislike?

There's actually nothing to dislike but there's more room for improvement Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Sales forecasting. I've realized how Host can help our company speed up process and be dynamic. Also, the quick and easy way of creating reports. Review collected by and hosted on G2.com.

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AC
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

Reporting is intuitive and flexible. Easy to learn. Reliable transfer of data from ERP to Planful. Review collected by and hosted on G2.com.

What do you dislike?

Hard to find new employees with prior Planful experience. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

It allows us to be flexible with management reporting (different business units, etc.), while maintaining GAAP consolidated reporting. Review collected by and hosted on G2.com.

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UP
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

variety of topics, seeing new tool capabilities Review collected by and hosted on G2.com.

What do you dislike?

event was well organized, sessions were the right length Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

better planning, more looking forward , less looking back - very helpful in this environment to change plans right in the middle of our annual cycle Review collected by and hosted on G2.com.

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AM
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

Ease of use and support was easy to understand. Review collected by and hosted on G2.com.

What do you dislike?

organization of the help and support was confusing Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

currently we are trying to finding ways to incorporate 2 tenants into 1. Working with Planful consultant on this. Review collected by and hosted on G2.com.

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AR
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Getting a single source of truth for us is very important. Host helps us to get all of our data in one place and is very user friendly. Review collected by and hosted on G2.com.

What do you dislike?

Reporting security is not great. We don't like needing to administer security at the report level. I wish there was more visibility into the CTA calculation. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Getting our consolidation done outside of excel. We have realized a quicker consolidation process. Review collected by and hosted on G2.com.

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analyst
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

the functionality and customer support are great Review collected by and hosted on G2.com.

What do you dislike?

some specific company features and company training and lack of knowledge could be improved Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

forecasting, budgeting, long term planning Review collected by and hosted on G2.com.

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UO
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

Easily building complex reports for users. Review collected by and hosted on G2.com.

What do you dislike?

Manual JE upload is somewhat challenging. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Reporting for internal and external users as well as integration with other tools. Review collected by and hosted on G2.com.

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UC
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

I like the workforce planning the best as my background is people. Review collected by and hosted on G2.com.

What do you dislike?

The support is not great. They don't respond to ticekts in a fairly timely manner. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Using planning has made our money managers really realize what they are spending and makes them more aware of their areas as far as budget. Review collected by and hosted on G2.com.

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Manager, FP&A
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: G2 Gives Campaign
What do you like best?

Host Analytics offers various methods for generating, interacting with, and delivering reporting and analytics for Budgeting, Forecasting, and Modeling. The ability to customize the Excel-based Spotlight reports is fantastic - the time saved helps us do what we're best at: telling the story and advising on strategy. As well, it integrates seamlessly with powerpoint for BOD presentations and dashboarding. I also like the security features and customizations for publishing results to certain business owners - - all tied to their login (no more sending out documents in email everytime there is an update). The scenarios are great for "version control" of reporting, too Review collected by and hosted on G2.com.

What do you dislike?

It's not intuitive enough, yet. There are too many 'clicks' required to get to a task/function and when you're building a report or template, you have to go to several area to complete it. I would appreciate if I'm building a template that I click on one point and then I'm lead through the entire process and presented all the possible tools and options that are involved in building a template. The set-up, choosing scenarios, seeding, formatting, etc. should all be in the same One View. It's a bit of a navigation issue, really.

As well (I understand this could be an integration partner issue), I would like a workbook for my team. Every Company regardless of data, industry, etc...goes through the same steps to set-up a template, create a report, assign work/tasks. Where is the quick-guide workbook? The owners manual, if you will. My car, fridge, TV, laptop, phone, etc...all have quick-start guides and owners manuals. Help us out, here. Because the way it is today, I have to spend my time writing a workbook for my team to reference (for cross-functional backup when folks are on vacation and for new hires to use.). Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Get a strong integration partner that you're comfortable with and understands how youre using the system and what your plans are for the future of your Company. Also make sure they give you a quick-start workbook Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We were doing everything in Excel. So, this is solving accuracy issues, allowing us to be more flexible in how we design our reporting and what granularity of data we present, and giving us back time to focus on analysis. We've reduced our Monthly Close from 6 days to 4 days. So, that free time can be used on projects and strategic initiatives Review collected by and hosted on G2.com.

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UA
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Excel logic is compatible with Planful. Review collected by and hosted on G2.com.

What do you dislike?

Seems like it is heading towards planning Review collected by and hosted on G2.com.

Recommendations to others considering the product:

None. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are able to compare multiple companies easily and efficiently. Review collected by and hosted on G2.com.

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Corporate Controller
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

I like that Host is ERP agnostic. Has allowed us flexibility to merge several new entities without an overall of their local operating systems. Review collected by and hosted on G2.com.

What do you dislike?

Changes have been difficult. We used a third party consultant and once the initial project was completed and our initial consultation project was complete, we have experienced difficulties with changes and time lags in responses. Excited to meet our client services account rep at Perform 2019 and looking forward to learning what we can do to better utilize Host. I think this conference is beneficial and some structural changes in our internal team will allow us to better be prepared to use the software more completely. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We will shortly be fully live after a longer than expected parallel go live period. We have done one budget in Host and pulling reports "on the fly" have been easier than they were in the past. Looking forward to pulling together forecasts (mixed actual and budget periods combined) and saving time and energy. Review collected by and hosted on G2.com.

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Staff Accountant
Mid-Market(51-1000 emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

Host gives you a way to upgrade your processes and reporting. Giving you more time to focus on the business and less on the mechanics. Review collected by and hosted on G2.com.

What do you dislike?

After seeing everything that Host has to offer and what is to come there is nothing that I have seen or used that I dislike so far. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Go for it! No matter where your business is at or how many departments you can benefit from Host. There are so many different levels and uses with Host that it fits any company's needs. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

We are easily creating reports without having to create formulas, tick and tie, push data etc. We are now able to populate a report each day, week, month in a matter of minutes and have all the most current data needed. Giving us the time to analyze and work on improving the business. Review collected by and hosted on G2.com.

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