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Planful

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507 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
308
171
21
6
1
Verified User in Veterinary
UV
Verified User in Veterinary
05/27/2026
Validated Reviewer
Verified Current User
Review source: Seller invite
Incentivized Review

Flexible, Easy-to-Use System That Handles High Data Volumes with Confidence

The system offers a wide range of option and flexibility to fit the need of most company. The system performs well with a high amount of data. The support also allow to feel confident is the system if issues were to arise. The customization also allow to meet unique business need. It is also fairly easy to use and the day to day use is easy to learn.
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.

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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