Planful

TL;DR

Unified financial performance platform for planning, close, and reporting.
Built-in AI: anomaly detection (Signals), ML projections, and a help assistant for faster decisions.
Fast time to value with flexible, always-on data integrations and role-based security.
Ideal for FP&A, accounting, and cross-functional planning teams in mid-market and enterprise.

What is Planful

Planful is a financial performance management platform that combines planning, budgeting, forecasting, close automation, and reporting with embedded AI to help organizations make faster, data-driven decisions. It addresses the inefficiencies of manual, spreadsheet-driven finance processes by centralizing cross-functional planning, providing real-time collaboration, and delivering intelligent insights. As an AI-enhanced FP&A and accounting solution, Planful supports finance, accounting, HR, sales, marketing, IT, and operations with scalable, secure workflows and always-on data integrations.

Key Features

Planful AI: A suite that includes Signals to detect anomalies and flag risks, Projections to generate budgets and forecasts from historical data using machine learning, and a Help Assistant to answer questions and complete tasks inside the platform.
Planning, Budgeting, and Forecasting: Align strategic objectives with financial plans, build bottoms-up budgets, and create forecasts with native financial intelligence to improve accuracy and speed.
Scenario Analysis and Rolling Forecasts: Explore what-if scenarios and maintain rolling forecasts so teams can pivot quickly as conditions change.
Financial Close and Accounting Automation: Accelerate the monthly close, reduce risk, and report faster with structured workflows purpose-built for accounting teams.
Integrate Anything: Connect data from core business systems with flexible, transparent, and always-on data integrations to establish a single source of truth.
Role-Based Security and Trust: Enforce platform-wide data confidentiality, integrity, and availability, with a dedicated Trust and Security portal for transparency.
Collaboration and Real-Time Insights: Enable cross-functional collaboration with real-time updates and AI-driven insights to streamline decision-making.
Spotlight for Microsoft 365: Extend Planful capabilities into Excel and the Microsoft 365 ecosystem for familiar, finance-owned reporting and analysis.
Enterprise-Grade Scalability: Support complex, multi-team processes with controls and performance that scale as data volumes and use cases grow.

Who is Planful for?

FP&A teams seeking centralized planning, forecasting, and analysis.
Controllers and accounting teams aiming to automate close and reporting.
CFOs and finance leaders who need real-time visibility and AI-driven insights.
Marketing operations and CMOs aligning spend plans to performance outcomes.
HR and People teams responsible for workforce and headcount planning.
Sales operations and revenue teams planning targets and tracking performance.
IT and data teams supporting secure, governed integrations and scalability.
Operations leaders coordinating cross-functional plans against strategic goals.

Key Use Cases & Applications

Consolidating planning, budgeting, and forecasting across finance and business teams.
Running scenario analysis and rolling forecasts to adapt quickly to market shifts.
Automating the monthly close to reduce risk and accelerate management reporting.
Detecting anomalies and surfacing potential risks in financial and operational data.
Building workforce plans that align headcount and compensation with financial targets.
Aligning marketing and sales plans to budgets and measurable performance outcomes.
Providing self-serve assistance and task automation within the platform via Help Assistant.
Creating a single source of truth by integrating ERP, CRM, HRIS, and data warehouse inputs.

Pros

AI capabilities (Signals, Projections, Help Assistant) elevate forecasting accuracy and decision speed.
Finance-owned, purpose-built workflows minimize reliance on IT for day-to-day operations.
Fast time to value in weeks, with an interface designed for broad adoption.
Flexible, always-on data integrations and an Excel add-in streamline reporting.
Robust role-based security and a public Trust and Security portal enhance governance.

Cons

Pricing and packaging are not publicly listed, requiring contact with sales.
Initial configuration and data integration still demand planning and change management for enterprise rollouts.
Advanced modeling and complex workflows can present a learning curve for new users.
AI-driven projections depend on historical data quality and completeness for best results.

Pricing Info

Pricing is not publicly available, You need to contact them.

FAQs

What AI capabilities does Planful include?

Planful AI includes Signals to detect anomalies and flag risks, Projections to create budgets and forecasts from historical data using machine learning, and a Help Assistant to answer questions and complete tasks directly in the platform.

How does Planful connect to our existing systems?

Planful offers flexible, transparent, and always-on data integrations to connect your financial and operational systems, along with Spotlight for Microsoft 365 to extend reporting and analysis into Excel.

How quickly can we see value after adopting Planful?

Organizations typically realize value in weeks, helped by a finance-friendly interface, native financial intelligence, and real-time collaboration features.

Is Planful secure and compliant for enterprise use?

Yes. Planful provides role-based security and emphasizes platform-wide data confidentiality, integrity, and availability, with details published on its Trust and Security portal.

Does Planful offer published pricing or a free trial?

Planful does not publish pricing on its website. Interested teams should request a demo or contact sales for pricing and trial options.

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