I use Planful for automating the annual budgeting process, creating a structure, and driving a workflow-driven budgeting cycle across departments. I like that it helps eliminate manual spreadsheet errors, reducing formula mistakes and broken links from complex Excel files. I appreciate the clean, intuitive layout that finance teams can quickly control. The initial setup was fast, which was a plus for me. Review collected by and hosted on G2.com.

I think some screens in Planful could feel more modern and visually intuitive. Review collected by and hosted on G2.com.

I like Planful because it's a centralized service that allows us to hold our data safely and not have it risk being lost in an Excel file. Also, it allows access to many people in many different places. Review collected by and hosted on G2.com.

There's some limitations to their templates. Some of the write backs are causing us headaches, and there is no way to refresh data in multiple templates, which causes us a lot of manual and extra work. Also, some of the refresh times are extremely slow when it's a large dataset. The initial setup took about a year, year and a half, and it was somewhat difficult with some issues with our connecting data. Review collected by and hosted on G2.com.

the Excel add-in called SpotlightXL. It allows us to create reports and analysis in a familiar interface. Review collected by and hosted on G2.com.

I feel it has a steep learning curve for the more advanced functions like rule building and model configuration. Review collected by and hosted on G2.com.

Planful provides a lot of flexibility. From reporting to planning, there is always multiple ways to do something and planful is almost always flexible enough to do it how you prefer. Reporting is great! Review collected by and hosted on G2.com.

Because Planful is so flexible with multiple ways to do something, it can be difficult to know the right way or the best way to do something without a lot of trial and error. Dashboards are limited Review collected by and hosted on G2.com.

Love the ease of dynamic reporting, consolidations (for adjustments, M&A, etc.) on top of the ERP and auditability in the click-through detail provided. Review collected by and hosted on G2.com.

I find the workforce solution to be overly complicated given we already have ADP. Review collected by and hosted on G2.com.

I like Planful for its driver-based planning and the ability to link operational metrics directly to financial outcomes. It gives up-to-date financial insights and improves accuracy, which is really valuable for scenario planning and financial modeling. The initial setup was fast too. Review collected by and hosted on G2.com.

I'm not too thrilled about the mobile experience. I think it needs enhancement because a more robust, mobile-friendly interface would really help executives who are on the go. Review collected by and hosted on G2.com.

I like Planful's workflow automation, clear approval process with task tracking and notification because it helps in planning and tracking major investments like equipment, IT systems, or expansion projects. It also makes continuous forecasting simple and structured. Additionally, the initial setup was fast. Review collected by and hosted on G2.com.

I wish there were more built-in templates and additional industry-specific budgeting and forecasting templates. Review collected by and hosted on G2.com.

I like that they’re aiming to be innovative and are integrating new AI features into their interface. Review collected by and hosted on G2.com.

The search feature works, but its performance could be improved. Review collected by and hosted on G2.com.

The software is easy to navigate, making it user-friendly. I appreciate that the company regularly updates the platform to reflect current trends and respond to customer feedback. They have also moved from quarterly to monthly product releases, which shows their commitment to keeping the software up to date. Review collected by and hosted on G2.com.

While the product is robust and offers many features, there is still an opportunity to improve the performance of reports and dashboard models. They are also working to enhance self-reference help features. Review collected by and hosted on G2.com.

Planful has been really useful for simplifying forecasting and actuals tracking across multiple projects. I especially like how it lets us update projections in real time and compare them against actual costs as they come in. For our nonprofit, where we manage a mix of government and private funding, this gives us a much clearer picture of how we’re tracking against budget. It also helps our project managers get more involved in the financial side because the interface is more user-friendly than traditional spreadsheets or ERP systems. Review collected by and hosted on G2.com.

The biggest issue I’ve run into with Planful is that some of the setup and customization can be a bit rigid. For example, if a reporting structure or planning template doesn’t quite fit how we manage grants or contracts, it takes some work to get it adjusted. Also, the integration with our other systems wasn’t as seamless as we hoped initially — though that’s improved over time. It’s a powerful tool, but you need to invest time up front to make it really work for your needs. Review collected by and hosted on G2.com.