CR
Cathryn R.
Associate director Financial Reporting and Training
Mid-Market (51-1000 emp.)
"We have been using Planful for 3 years - very user friendly web based system"
4.5/5
What do you like best about Planful?

The ease of entry for staff who only use the system once a year Review collected by and hosted on G2.com.

What do you dislike about Planful?

Some data is difficult to mine from the system Review collected by and hosted on G2.com.

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Dynamic & Easy to Use Budgeting & Reporting"
4.5/5
What do you like best about Planful?

Budgeting and reporting, ease of use and customizability, automation and new feature roll outs. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Integration with data warehouse and some of the user interface Review collected by and hosted on G2.com.

Bradley J.
BJ
Bradley J.
Senior Director of Finance & Accounting
Enterprise (> 1000 emp.)
"Planful - An All-Around Great Tool"
5/5
What do you like best about Planful?

Planful is easy to learn and flexible. Love the product as it has revolutionized the way we report and budget. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Role based security issue. It's a small known bug that they have communicated will be remedied in the near future. Review collected by and hosted on G2.com.

Tom Z.
TZ
Tom Z.
Group Senior Financial Controller
Mid-Market (51-1000 emp.)
"Start to forecast and to budget like a pro"
5/5
What do you like best about Planful?

The point that the software will be easy to use by non-financial users, as well as that the system will help you to decrease the amount of mistake can happen on excel.

On top, the customer service is being quite helpful and answering quickly. Review collected by and hosted on G2.com.

What do you dislike about Planful?

It's not a bad thing, but teams need to understand that the implementation phase is not that easy and require time. Review collected by and hosted on G2.com.

Verified User in Gambling & Casinos
AG
Verified User in Gambling & Casinos
Enterprise (> 1000 emp.)
"Streamlined Processes have us waiting on the operators"
4.5/5
What do you like best about Planful?

I like the flexibility of reporting and real-time data Planful provides. Review collected by and hosted on G2.com.

What do you dislike about Planful?

It requires many clicks to do things in Planful. Review collected by and hosted on G2.com.

Verified User in Banking
UB
Verified User in Banking
Mid-Market (51-1000 emp.)
"Planful Review"
5/5
What do you like best about Planful?

Planful is easy to use and was overall simple to implement. Review collected by and hosted on G2.com.

What do you dislike about Planful?

Nothing of note that I can come up with that I dislike. Review collected by and hosted on G2.com.

Verified User in Education Management
AE
Verified User in Education Management
Enterprise (> 1000 emp.)
"Planful Review 2024"
5/5
What do you like best about Planful?

Spotlight

Structured planning

Dashboard

Ease of use

User Managemnet

Customer Support

Ease of Implementation Review collected by and hosted on G2.com.

What do you dislike about Planful?

Hierarchy limitation

Sign Detection

Online user control Review collected by and hosted on G2.com.

Verified User in Renewables & Environment
AR
Verified User in Renewables & Environment
Mid-Market (51-1000 emp.)
"A great mix of various planning systems"
4.5/5
What do you like best about Planful?

Once you've gotten past the learning curve (like all new systems), there are a lot of functions that can help the FP&A function be nimble and agile in forecasting on the fly.

Having spent most of my career forecasting in Oracle HFM, I have found Planful to be a great (and better) alternative. They have really good customer support, and the implementation team we have worked with are super helpful. Review collected by and hosted on G2.com.

What do you dislike about Planful?

We were originally forecasting via an Uploader in Excel. This felt fairly clunky as there were various places we had to touch to align everything before a write-back from P&L model to the forecast. We were able to move to forecasting directly into the web which has proven to be a big improvement in our day to day usage of the system. Review collected by and hosted on G2.com.

DH
Darius H.
Data Analyst
Mid-Market (51-1000 emp.)
"Planful is great for our budgeting season and automated BOD reports."
4.5/5
What do you like best about Planful?

The automation and flexibility of the tool. Review collected by and hosted on G2.com.

What do you dislike about Planful?

The limit on having cube structured data vs inputting other levels of data. Review collected by and hosted on G2.com.

MF
Michael F.
Enterprise (> 1000 emp.)
"Planful is a very useful planning and forecasting tool"
4.5/5
What do you like best about Planful?

I like the user interface and functionality to create plans and forecasts. It has good reporting capability as well. There are some limitations when it comes to the tool like with all software products. However, the team at Planful welcomes our feedback on how the tool can be improved so I expect the tool to continue to be improved over time. Review collected by and hosted on G2.com.

What do you dislike about Planful?

There are some challenges in getting ERP data into Planful efficiently. However, there have been recent announcements about developing solutions to connect external data sources to the tool in a more streamlined way, which I and my team are excited about. Review collected by and hosted on G2.com.