I really like Planful's ease of use. It makes uploading budgets into the system pretty painless and much more efficient than other systems I've used in the past. The support team that helped implement the system has been extremely helpful and responsive to our requests, which I truly appreciate. Also, some of the basic AI functionality in the product is pretty good and helps me keep a lean finance team in my organization. Review collected by and hosted on G2.com.

I feel that they could include more of their advanced AI functionality into the base pricing because, ultimately, the data is there. I just wish that some of their more advanced AI tools are priced into their basic product. Review collected by and hosted on G2.com.

Planful is a resourceful approach that supports us in financial planning, consolidation, budgetary and reporting

The program has remarkable automation benefits that ensure all financial processes are seamlessly handled

We get all our financial information in a centralized system and this makes it easy for users to use it for extra needs

We obtain brilliant reporting capabilities from Planful and this facilitates our team to provide accurate insights on time and share them with all the stakeholders

We get structured approval processes from this application and no manual efforts required to handle financial matters

We get a robust integration with other financial services and makes all financial responsibilities to be handled appropriately Review collected by and hosted on G2.com.

Organizations with advanced or complex financial needs may require extra configuration that might be expensive and tiresome

The dashboard could be more flexible, and this would help us handle our financial problems better Review collected by and hosted on G2.com.

I use Planful for all FP&A activities, including budget creation, budget vs. actual comparisons, and financial reporting. It's great that Planful solves the issue of having a single source of truth and integrates data to get rid of manual workflows. I think the reporting tool and dynamic planning capabilities in Excel are particularly good and flexible. They help us model the entire gross profit for our business effectively, keeping it organized and making the monthly roll-forward of data very simple. Additionally, Planful has been simple to use, acting as great partners who are both responsive and well-organized during setup. I value that Planful does everything I need in an FP&A tool, and they block and tackle well. Review collected by and hosted on G2.com.

Their dashboarding could use a facelift or be outsourced to another vendor. I wish it was more user-friendly or similar to other BI tools out there. Review collected by and hosted on G2.com.

The system offers a wide range of option and flexibility to fit the need of most company. The system performs well with a high amount of data. The support also allow to feel confident is the system if issues were to arise. The customization also allow to meet unique business need. It is also fairly easy to use and the day to day use is easy to learn. Review collected by and hosted on G2.com.

As the company scale and the data load become heavier, there are time where the system may become a little slower. While it is not always an issue, it may make bigger task more time consuming 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.

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.