Planful

Planful project management software provides its customers with core financial operations to facilitate data insights and solutions to build the organization. With this centralized data, users can plan swiftly and generate reports efficiently. The software is the pioneer of cloud-based end-to-end financial closing, consolidation, and financial planning, and analysis (FP&A), which benefits a lot of accounting firms. Globally, the Planful platform is utilized by the office of the Chief Financial Officer, mostly to expedite business-wide planning, budgeting, reporting, and visual analytics. The software enables the HR, marketing, sales, and senior leadership to plan ahead and optimize deadlines, whether in spreadsheets or with Excel syntax. 

It empowers business leaders across companies to drive their plans forward by putting finance-first collaboration at the center of every decision they make. Planful software helps its users build a value-focused strategy that maps their team’s tactical goals for macro business outcomes as well. It is trusted by over 1,000 companies, including the likes of Boston Red Sox, Del Monte, TGI Fridays, and 23andMe, to speed cycle times. It mainly increases productivity and improves accuracy across the entire FP&A process. Vector Capital, a leading worldwide private equity firm, has also invested in Planful software. 

Planful Features

Financial Reporting

This feature delivers self-service reporting in real time. It provides effective financial and management reports that rely on users while investigating any shifts in trends quickly. Planful's financial reporting is also automated, robust, and secure. It enables your team to collaborate and investigate using drill-through and ad-hoc analysis. The software also eliminates manual errors and provides data security to the users. 

Marketing Planning

The marketing planning features of Planful is built with detailed budget plans to reach its user’s strategic marketing goals. The software creates, executes, and monitors agile marketing strategies that incorporate its user's goals and campaigns. Performance indicators also provide improved visibility for effective decision making. Moreover, the tracking ROI on each marketing effort allows its users to demonstrate and increase the commercial value of their marketing. 

Cash Flow Forecasting

Planful cash flow forecasting optimizes its customer’s cash flow, along with its short-term management and long-term investment. Cash flow is the most important part of safeguarding and expanding any business. So, pulling mechanical levers for cash management should not be a time-consuming operation, which this feature addresses efficiently. 

Planful Software Demo

The planful demo can be accessed by clicking the "Watch Demo" button above. Our software specialists will provide you with a comprehensive guide to Planful's features, assisting you in determining whether its additional capabilities are a good fit for your company. A free software trial of the software is also available for your convenience. 

Planful Software Cost

The Planful pricing is not stated on their official website. You can, however, contact our customer service specialists by clicking the "Get Pricing" button above to get a customized version of Planful price plans. As a result, you'll gain clarity regarding which plan fits within your budget constraints. 

Planful Software Review

Despite the fact that there are a few Planful reviews on the internet, the vast majority of reviewers strongly support and suggest the product. It has a 4.2 rating on Software Advice and a 4.3 rating on Capterra. Several other websites' standard ranking algorithms have placed Planful in the top tier of their rating system as well. 

Our Thoughts

Many businesses are now adopting Planful for project management operations, and it is proving to be a highly dependable and trustworthy option for budgeting duties. Additionally, it is appropriate for businesses of multiple sizes. The software includes a comprehensive set of tools and solutions and it automates the majority of the accounting processes.  

Moreover, it provides customers with a great deal of flexibility, allowing them to focus their resources on the task at hand rather than piling themselves under operations that could be performed by software. Planful is an excellent piece of software for in-house finance management, and its use will only increase the company's profitability and efficacy while managing numerous projects at once.