I use Planful for forecasting, budgeting, reporting, and consolidating multiple entity financials. I appreciate that it streamlines reporting needs, enabling quick querying and letting our team focus on strategic future analysis. The customer experience is phenomenal, making them true partners, and they adapt their product to customer needs. They have training modules and videos now, which have expanded significantly over the years. I find language familiarity and ease of use great because anyone who understands simple mapping and retrieval can use it. I also like that most formulas are common to the MS Excel framework, allowing me to create reports and planning templates with minimal recreation. The integration with Dynamic 365 is direct and works well for me.

Ease of creating reports and make quick changes.

The system offers a wide range of customization options, allowing businesses to tailor the environment to their unique needs, regardless of industry. Its features are designed to address a variety of requirements that different types of businesses might have. Additionally, the platform is user-friendly for the average person, as well as frequent user, yet it also supports more complex tasks when necessary. The customer support is also a big element has they will be readily available to help at any point of the process.