Planful Reviews & Product Details

Once you get used to it, the flexibility of the reports you can produce is genuinely helpful, and it makes it easier to get the kind of output you need. Review collected by and hosted on G2.com.

There are so many steps involved in mapping things. I have to do about five different things just to make sure the information stays consistent and gets applied everywhere it needs to be. Review collected by and hosted on G2.com.

I like the processing speed of Planful and the ability to create my own report forms. I also appreciate the integration with DAX and how it reduces manual work by centralizing planning, forecasting, and reporting. It helps with validating actuals, and I had a smooth initial setup experience with lots of support from the Planful team. Review collected by and hosted on G2.com.

I wish there was more customizable options when creating reports Review collected by and hosted on G2.com.

What I like most about Planful is how easy it is to use while still offering strong, flexible budgeting and reporting capabilities. The platform supports detailed, line-item budgeting, yet it maintains a clean, intuitive interface that works well for both finance and non-finance users. It also serves as a reliable single source of truth, improves transparency for budget owners, and greatly reduces the manual effort required for budgeting and reporting. As a result, the finance team can spend less time on repetitive tasks and more time on analysis and strategic support. Review collected by and hosted on G2.com.

The coding required to add accounts into reports can come with a steep learning curve. Instead of simply using our account number, we have to use a specific Planful code that corresponds to that account. When a new account is created, it can take extra time to figure out which code is needed. Review collected by and hosted on G2.com.

I like the clean and easy-to-use user interface, especially as a financially minded person. The continuous improvements are definitely a plus, and I really appreciate the customization options that allow formatting like an Excel workbook without being stuck to static workbooks. The customization of hierarchies with attributes and roll-up nodes is another feature I like, which isn't available in our current accounting software. Review collected by and hosted on G2.com.

The support team requires lots of back and forth like you are dealing with a robot rather than an individual that wants to help and make workable solutions with you. The setup was tedious but also a great learning curve. Review collected by and hosted on G2.com.

We utilize Planful mainly as a consolidation tool, as well as a budgeting tool. Once set up, it is very easy to use. Review collected by and hosted on G2.com.

At times, it get a little technical in order to build the reports that you want. However, the Bakerfield consultants are there to help us bridge the gap. Review collected by and hosted on G2.com.

I like the ease of use in the reports behind Planful. With one click of a button, I'm able to produce month-end reports, which makes the reporting feature very effective for me. Review collected by and hosted on G2.com.

Would like to be able to clear 1 period or one dimension vs the entire scenario for a specific company. Review collected by and hosted on G2.com.

The thing I like most about planful is that it provides a platform to centralize and store data from many different sources. It also has a n ease of use when I need to access and manipulate that data which makes it easy to share and teach new users. I also like planful templates. They provide the ability to automate some of our more structured budget and forecast processes. Review collected by and hosted on G2.com.

At the moment we are having an issue with the amount of time it takes planful to process data and run through template processing. It is making it difficult to update our forecast/budgets in a timely manner as well as making the process to update and make changes long and arduous. Review collected by and hosted on G2.com.

I really enjoy the reporting capabilities. Review collected by and hosted on G2.com.

Security and internal controls could be a bit better. Planful is more finance and FP&A focused and it would helpful to have more attention to be given to more accounting functions. I am not sure if that is an impact of our implementation or if it is a limitation of Planful though. Review collected by and hosted on G2.com.

I like being able to use workforce planning within Planful for budgeting, along with consolidations. It’s helpful to have these capabilities in one place when I’m working through the budgeting process. Review collected by and hosted on G2.com.

The Spotlight reports within Excel can be confusing, since the formulas are often long and difficult to trace. Review collected by and hosted on G2.com.

This is an easy to use platform that allows us to create and manage budgets, utilize rolling forecasts and manage our workforce. They are always listening to what their users have to say and continually improving! Review collected by and hosted on G2.com.

The ability to easily archive old scenarios for access again in the future. We run an annual clean up process, so there are ways of archiving the information, but to have a folder storage system in Planful (rather than exporting and saving somewhere else) would be so much easier.

I also think there needs to be a method of allowing ALL users (by selection) to view dashboards at the higher entity level, while NOT allowing them drill through of these dashboards. It would be extremely helpful for us if every user could see how the department is trending budget vs actuals, and not just the portion of our hierarchy that manager manages. Review collected by and hosted on G2.com.