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AL

Verified User in Leisure, Travel & Tourism

Enterprise (\> 1000 emp.)

7/24/2026

"Powerful Forecasting and Excel Live Data That Saves Hours"

4.5/5

What do you like best about Planful?

The mix of forecasting and reporting capabilities is what keeps us on the platform. Rolling forecasts and scenario planning are easy to manage, so when assumptions change we can flex the model quickly without breaking anything.

Spotlight is easily the standout feature for me. Being able to pull live data straight into Excel using familiar formula syntax, rather than the old copy-and-paste-into-supporting-tabs approach, has saved our team hours every reporting cycle. It makes ad hoc analysis much faster, and the ability to refresh board packs or management reports with one click means we’re always working from a single source of truth instead of relying on stale exports.

I also like that we can structure the hierarchy to match how our company is actually organised, rather than being forced into a rigid template. That flexibility makes the overall reporting structure feel genuinely tailored to us.

On top of that, whenever we’ve run into issues, PAMS support has been responsive and easy to work with—which matters a lot when you’re up against tight month-end or budget deadlines. Review collected by and hosted on G2.com.

What do you dislike about Planful?

My main frustration is performance on larger reports. When you’re pulling a lot of data or running complex consolidations, it can slow down noticeably, which becomes a real bottleneck during month-end close when time is tight.

Implementation and onboarding also took longer than I expected. To really get the most out of the platform, you need a couple of internal people fully dedicated to owning the setup and configuration—it’s not something you can just hand off casually and expect to go smoothly.

There are also a few specific workflows that feel a bit clunky once you’re deep into day-to-day use, although none of that outweighs the overall value. Review collected by and hosted on G2.com.

What problems is Planful solving and how is that benefiting you?

Planful is addressing the issue of fragmented, manual financial reporting. Previously, much of our budgeting and forecasting depended on scattered spreadsheets and manual data pulls from multiple systems, which was slow and left plenty of room for error. Now that everything is unified in one platform, and Spotlight pulls live data straight into Excel, we have a single source of truth that the entire finance team can work from.

This has directly reduced the time we spend preparing management reports and board packs, which frees us up to focus on real analysis instead of constant data wrangling. It has also made forecasting and scenario planning much more agile: when assumptions change, we can update the model and see the impact quickly, rather than rebuilding reports from scratch.

On top of that, having a hierarchy structured around how our company actually operates means our reporting aligns with our real cost centres and regions. As a result, board-level commentary is more accurate and easier to produce. Review collected by and hosted on G2.com.

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Current UserValidated ReviewerIncentivizedSource: Seller invite

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4.3 out of 5 · Verified reviews from real users

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