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Planful

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501 reviews
  • 1 profiles
  • 4 categories
Average star rating
4.3
Serving customers since
2000
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Planful Reviews

Review Filters
Profile Name
Star Rating
303
170
21
6
1
Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
06/22/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

From Budgeting Tool to Financial Backbone

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.
KS
Karthik S.
06/19/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Effortless Budgeting with Stellar Support

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.
Verified User in Veterinary
UV
Verified User in Veterinary
06/09/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Great for Scaling and Excel Integration, But Struggles with Complex Data

Able to scale processes. Solid integration with Excel.

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HQ Location:
San Francisco, CA

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@Planful

What is Planful?

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful empowers finance, accounting, and business users to plan confidently, close faster, and report accurately. More than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized rely on Planful to accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company backed by Vector Capital, a leading global private equity firm.

Details

Year Founded
2000
Website
www.planful.com