Planful

“We could either hire a lot more bodies to manage the close faster, or we could invest in good software that would not only speed up our close, but let us pull in operational data and improve our reporting to be more proactive.' Dwight Lloyd Financial Controller, PS Logistics Platform Solutions Customers Resources Company Log in Get a Demo Empower Your Team to Drive Financial Success Unlock financial agility and take control of your company's financial performance with Planful. See Planful in Action Our Users Love Us 1,300+ Customers Trust Planful's Financial Performance Management Platform Discover the Planful Difference Planful transforms the way you plan, close, and report so you can drive more impactful decisions across your business. Align every squad, inform every move, and change direction using a platform designed to improve your financial performance. Finance Accounting Marketing Human Resources Sales IT Operations Planful for Finance Eliminate the waste of manual time-consuming processes to provide better insights and have the confidence to guide the business faster than ever. Get a Demo Solution Overview Speed, insights, and confidence to guide business growth. Plan, Budget, and Forecast Align your strategic business objectives with financial planning, budgeting, and forecasting processes. Scenario Analysis Explore every option while remaining ready to pivot at any moment. Rolling Forecasts Plan often and accurately to keep up with business changes. Your One-Stop Shop for Financial Performance Management Software Learn why customers love us Previous 'Planful has saved my team so much time!' The automation of data. Our close process has sped up immensely thanks to planful. We also have scrapped our tedious tieouts. Monica P. Jan 02, 2023 'Multiple Features and Easy to Use' It is easy to use and navigate. We had training through MVP on use of the platform and that was helpful. Melissa B. Dec 22, 2022 'Planful creates report that you need and yo have the ability to build the report anyway you like!' Planful creates any reports that you are looking for. You have the ability to customize the information you need and how it is presented so you can build the report any way you like! You can also do the same when creating a budget. Corbin A. Dec 16, 2022 'User friendly planning & reporting tool' Very easy to create custom reports that help to view exactly what you need. Berta S. Dec 19, 2022 'Enables our FP&A Team to Surpass Expectations' The Planful Support and CSM teams are readily available and prepared to help our team utilize additional functionality in the tool to support our continuous process improvements. Jessica K. Nov 04, 2022 'Incredibly Versatile with Great Support' The ability to customize and construct an FP&A platform that works the way you need it to; not only for your finance... Cody G. October 24, 2022 'Very intuitive FP&A Tool!' I love the charts, and just how easy it is to drag and drop different dimensions and fields. I use another software to create waterfall and donut charts, for instance, that didn't even come with those, and with Planful, it's sooo easy! Robert P. Jan 02, 2023 'Fully Comprehensive Reporting Tool' Scalability and Excel-like features . Ease of use, powerful tool for reporting. Great interface and one stop shop for budgeting and reporting which I have not seen from most competitors. Mia S. Feb 09, 2023 'Great product; fast, flexible easy to administer' The application is responsive, we load actuals every 10 minutes. It is easily configured to match the business and is easily managed by FP&A. Planful excels at producing financial statements for both business units and SG&A departments. Customer support is 24/7. Gaylord M. Aug 16, 2022 'Quick easy and helpful' Planful has allowed me to automate all my reports and has allowed more flexibility in doing ad hoc requests. It has allowed us to plan and forecast expenses in an efficient and effective manner that is much better than excel. Verified User in Computer Software Dec 08, 2022 'Planful has saved my team so much time!' The automation of data. Our close process has sped up immensely thanks to planful. We also have scrapped our tedious tieouts. Monica P. Jan 02, 2023 'Multiple Features and Easy to Use' It is easy to use and navigate. We had training through MVP on use of the platform and that was helpful. Melissa B. Dec 22, 2022 'Planful creates report that you need and yo have the ability to build the report anyway you like!' Planful creates any reports that you are looking for. You have the ability to customize the information you need and how it is presented so you can build the report any way you like! You can also do the same when creating a budget. Corbin A. Dec 16, 2022 'User friendly planning & reporting tool' Very easy to create custom reports that help to view exactly what you need. Berta S. Dec 19, 2022 'Enables our FP&A Team to Surpass Expectations' The Planful Support and CSM teams are readily available and prepared to help our team utilize additional functionality in the tool to support our continuous process improvements. Jessica K. Nov 04, 2022 'Incredibly Versatile with Great Support' The ability to customize and construct an FP&A platform that works the way you need it to; not only for your finance... Cody G. October 24, 2022 'Very intuitive FP&A Tool!' I love the charts, and just how easy it is to drag and drop different dimensions and fields. I use another software to create waterfall and donut charts, for instance, that didn't even come with those, and with Planful, it's sooo easy! Robert P. Jan 02, 2023 'Fully Comprehensive Reporting Tool' Scalability and Excel-like features . Ease of use, powerful tool for reporting. Great interface and one stop shop for budgeting and reporting which I have not seen from most competitors. Mia S. Feb 09, 2023 'Great product; fast, flexible easy to administer' The application is responsive, we load actuals every 10 minutes. It is easily configured to match the business and is easily managed by FP&A. Planful excels at producing financial statements for both business units and SG&A departments. Customer support is 24/7. Gaylord M. Aug 16, 2022 'Quick easy and helpful' Planful has allowed me to automate all my reports and has allowed more flexibility in doing ad hoc requests. It has allowed us to plan and forecast expenses in an efficient and effective manner that is much better than excel. Verified User in Computer Software Dec 08, 2022 'Planful has saved my team so much time!' The automation of data. Our close process has sped up immensely thanks to planful. We also have scrapped our tedious tieouts. Monica P. Jan 02, 2023 'Multiple Features and Easy to Use' It is easy to use and navigate. We had training through MVP on use of the platform and that was helpful. Melissa B. Dec 22, 2022 'Planful creates report that you need and yo have the ability to build the report anyway you like!' Planful creates any reports that you are looking for. You have the ability to customize the information you need and how it is presented so you can build the report any way you like! You can also do the same when creating a budget. Corbin A. Dec 16, 2022 'User friendly planning & reporting tool' Very easy to create custom reports that help to view exactly what you need. Berta S. Dec 19, 2022 Next1 2 3 4 5 6 7 8 9 10 Fast Time to Value With an Interface Anyone Can Adopt Purpose-built with financial intelligence, the the Planful Financial Performance Platform requires minimal IT effort, caters to all users and teams, and truly allows finance to be a team sport. Realize, in mere weeks, how unrivaled forecasting accuracy from native AI-driven, real-time collaboration, and an effortless user experience can liberate you to focus on results. Take the Pain Out of Growing With an Endless Runway of Scalability Scale with ease and without compromising performance. Accelerate growth by satisfying increasing demands for data with trusted, role-based security and controls that give every team the tools they need to manage mega-complex and challenging processes. Recognize opportunities, evaluate every scenario, and confidently course-correct using informed decisions that skyrocket success. Imagen Dental Partners Hear How Planful's Financial Performance Management Software Works for Our Biggest Fans Customer Stories Here To Help Your Team Reach Peak Financial Performance Along every step of the way, you'll get unparalleled customer support, experienced guidance, and an ecosystem of domain experts as part of our commitment to driving prosperity for our customers, your employees, and the communities you impact. Because when businesses run better, they create a better society. Learn more You're in Good Company PS Logistics Trims Monthly Close by 80% and Finds $2.4 Million in Cost Savings with Planful Read the story Results 80% Faster Monthly close time $2.4 Million Annual savings with Planful Cohort PLC Uses Planful to Take Finance and Reporting to the Next Level Read the story Results 6 Subsidiaries Collaborate across 1 solution 1 Week In time savings per month See Planful in Action Dive Deeper Into Peak Financial Performance Events and Webinars Join us for online (and in-person!) events, conferences, and webinars worldwide. View events Planful Online Help Continue your learning through professional training and instructional support, only one click away. Learn more Resource Center Learn about the Planful's advanced financial performance management platform, explore expert insights, and browse popular topics. View resources News Stay up-to-date on the latest Planful news, announcements, and industry trends. Read more The Financial Performance Platform. 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