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description: Review of Planful Software: system overview, features, price and cost information. Get free demos and compare to similar programs.
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title: Planful | Reviews, Pricing & Demos - SoftwareAdvice AU
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# Planful

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> Planful is the pioneer of end-to-end financial close, consolidation, and financial planning \&amp; analysis (FP\&amp;A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP\&amp;A process. Planful is a private company backed by Vector Capital, a leading global private equity firm.
> 
> Verdict: Rated **4.3/5** by 76 users. Top-rated for **Likelihood to recommend**.

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## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.3/5** | 76 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.4/5 | Based on overall reviews |
| Value for Money | 4.2/5 | Based on overall reviews |
| Features | 4.3/5 | Based on overall reviews |
| Recommendation percentage | 80% | (8/10 Likelihood to recommend) |

## About the vendor

- **Company**: Planful
- **Location**: Redwood City, US
- **Founded**: 2000

## Commercial Context

- **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States

## Features

- "What If" Scenarios
- API
- Accounting
- Accounting Integration
- Accounts Receivable
- Activity Dashboard
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Trail
- Bank Reconciliation
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Collaboration Tools
- Consolidation/Roll-Up
- Customisable Dashboard
- Customizable Reports
- Dashboard
- Dashboard Creation

## Integrations (10 total)

- Acumatica Cloud ERP
- BlackLine
- Boomi
- Google Ads
- Google Drive
- Google Sheets
- Microsoft Excel
- NetSuite
- Paylocity
- Sage Intacct

## Support Options

- Email/Help Desk
- FAQs/Forum
- Knowledge Base
- Phone Support
- Chat

## Category

- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)

## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.com.au/directory/1904/financial-reporting/software)
- [Business Budgeting Software](https://www.softwareadvice.com.au/directory/265/budgeting-forecasting-software/software)
- [Reporting Tools](https://www.softwareadvice.com.au/directory/4284/reporting-tools/software)
- [Enterprise Accounting Software](https://www.softwareadvice.com.au/directory/4001/enterprise/software)
- [Sales Forecasting Software](https://www.softwareadvice.com.au/directory/4678/sales-forecasting/software)

## Alternatives

1. [Sage Intacct](https://www.softwareadvice.com.au/software/1710/sage-intacct) — 4.3/5 (608 reviews)
2. [QuickBooks Online](https://www.softwareadvice.com.au/software/393202/quickbooks-online) — 4.3/5 (8393 reviews)
3. [Datarails](https://www.softwareadvice.com.au/software/176278/datarails) — 4.7/5 (188 reviews)
4. [Xero](https://www.softwareadvice.com.au/software/2976/xero) — 4.4/5 (3273 reviews)
5. [Vena](https://www.softwareadvice.com.au/software/84108/vena) — 4.5/5 (139 reviews)

## Reviews

### "Best in class FP\&A tool to automate planning and forecasting." — 5.0/5

> **Derick** | *22 October 2025* | Restaurants | Recommendation rating: 10.0/10
> 
> **Pros**: Best in class FP\&amp;A tool with strong ROI.  System is easy to deploy and intuitive to learn.  Saved a lot of time with forecasting and annual plan.
> 
> **Cons**: Customer support isn't great if you need a fast answer.  Otherwise, they do have learning materials and videos that are helpful.
> 
> Overall this is a great solution for growing company with heavy FP\&amp;A needs.  This tool helps small teams scale quickly.

-----

### "A Must Have and Reliable Business Accounting Solution" — 5.0/5

> **Marjo** | *17 December 2024* | Media Production | Recommendation rating: 9.0/10
> 
> **Pros**: I like the great accounting features and capabilities.&#10;Handles business accounting like a pro and allows multiple integrations.
> 
> **Cons**: Planful has met most of our needs seamlessly. No dislikes.

-----

### "Recommend Planful" — 3.0/5

> **Christopher** | *14 May 2025* | Arts & Crafts | Recommendation rating: 7.0/10
> 
> **Pros**: One of the things i like about it is how the software is build and setup. The background display and colors.&#10;&#10;Flexibility: Planful offers a wide range of customizable templates and models that can be tailored to meet the specific needs of your business.
> 
> **Cons**: Atimes it Freeze and face problems with the updating time.&#10;&#10;if the app is close and have to reuse it mostly have to start fresh from start
> 
> it provides a financial process automation solution to automate Corporate Performance Management, accounting and budgeting, Regulatory \&amp; Compliance, and other finance-related processes

-----

### "A very useful tool" — 5.0/5

> **Glami** | *24 September 2025* | Health, Wellness & Fitness | Recommendation rating: 3.0/10
> 
> **Pros**: What I liked most about Planful is how much you get for the price — definitely great value for money. The customer support team was always quick to help whenever I had questions, especially during setup. And the data management tools made it super easy to keep everything organized and up to date, which saved me a ton of time.
> 
> **Cons**: At first, it took some time to get used to the interface, but once I got the hang of it, everything flowed smoothly.
> 
> Getting started with Planful was really easy for me.&#10;I began with the official online guides and webinars that Planful offers — their onboarding program is well-organized and easy to follow.&#10;Then I joined the user community, where I found lots of practical tips and real-life examples from other companies.&#10;&#10;The key for me was taking a few days to really understand the basics — like modeling, workflows, and reporting. After that, I started building things myself using real examples from our own marketing campaigns.&#10;&#10;As the head of finance at a marketing company, I used to do most of our budgeting, reporting, and forecasting manually — which was really time-consuming.&#10;&#10;Since switching to Planful, the way we work has completely changed.

-----

### "Planful has made a huge difference for our finance team" — 5.0/5

> **Verified Reviewer** | *28 August 2025* | Accounting | Recommendation rating: 10.0/10
> 
> **Pros**: The fact that Planful excels at streamlining the budgeting process and improving collaboration across teams. Then, the ability to integrate with other systems and create detailed, custom reports is also a top feature.
> 
> **Cons**: My only minor criticism is that the initial setup was a little complex, and it took a while to get everything configured exactly how we needed it. But once we got through that, it's been a very smooth and effective tool. Overall, I highly recommend it.
> 
> Switching to Planful has been a game-changer for our finance team. The biggest win for us is how it's streamlined our entire budgeting process. The collaborative features are fantastic—we can all work on the same plan at the same time without any confusion. The reporting is also really powerful, allowing us to generate custom reports on the fly.

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## This page is available in the following languages

| Locale | URL |
| en | <https://www.softwareadvice.com/accounting/host-analytics-profile/> |
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| en-GB | <https://www.softwareadvice.co.uk/software/187996/host-analytics> |
| en-IE | <https://www.softwareadvice.ie/software/187996/host-analytics> |
| en-NZ | <https://www.softwareadvice.co.nz/software/187996/host-analytics> |

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