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Planful

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

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Profile Name
Star Rating
307
171
21
6
1
Ivan C.
IC
Ivan C.
Director of Finance at IRadimed
05/27/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Comprehensive FP&A Solution with Excellent Partner Support

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.
Carter O.
CO
Carter O.
Financial Analyst @ Arbor Memorial
04/28/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Customize with Ease, But Support Needs Improvement

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.
Andrew C.
AC
Andrew C.
04/24/2026
Validated Reviewer
Review source: Seller invite
Incentivized Review

Intuitive Financial Tool, But Dashboard Needs More Power

I find Planful really easy to use, and the interface is user-friendly for all the teams. The report building is really easy and intuitive. I appreciate the simple and non-convoluted interface of the core application, unlike other software.

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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