A cloud-based FP&A platform for Continuous Improvement.

About Planful

Planful (formerly Host Analytics) is a cloud-based FP&A platform for continuous Planning. The enterprise performance management (EPM) suite consisting of web-based applications including budgeting, planning, forecasting, scorecarding, dashboarding and financial consolidation functionality which is tightly integrated with its business intelligence analytics and reporting software.

The solution aims to help enterprises streamline FP&A and financial close processes and will let a business automate and accelerate planning, reporting, and consolidation processes.

Video Overview

Planful Benefits

  • Eliminate Manual Processes
  • Build Rolling Forecasts
  • Drive Strategic Planning
  • Decrease Time to Close
  • Conduct Ad-hoc Analysis
  • Create the Board Deck
  • Improve Collaboration

Planning

Automate planning to drive budgets, forecasts, and more. The software comes with pre-built templates, or gives you the ability to create your own.

  • Templates
  • Workforce planning
  • Capital planning
  • Team collaboration
  • Workflow planning
  • Budgeting & Forecasting
  • Excel conversions
  • Offline use

Modeling

Financial modeling helps connect your operational plans with your financial plans.

  • Breakback
  • Interactive query
  • Spotlight reporting
  • Model manager
  • Financial modeling
  • Solution Exchange

Consolidation

Get one view of your company by automating your financial close, compliance, and reporting. Combine multiple general ledgers and ensure accuracy across your company.

  • Journal entries and reclassifications
  • Workflow
  • Chart of accounts
  • Financial reporting
  • GAAP and IFRS support
  • Currency conversion
  • On-demand data refresh
  • Security
  • Interactive reports

Reporting

Receive management, ad-hoc, and financial reporting.

  • Highly formated reports
  • Ad-hoc reporting
  • Management reporting
  • CLoud access
  • Self-service dashboards
  • Interactive query
  • Spotlight reporting
  • Connection with Excel

Dashboards

Self-service and interactive dashboards help you visualize your data. Look at tables and reports and let business leaders understand results and trends.

  • Dynamics reporting tools
  • Drill down capabilities
  • Drag-and-drop building
  • Charts
  • Sharing

Product Overview

User Reviews of Planful

★★★★★
★★★★★
Submitted on June 2nd, 2021 by Mark Cawi from Bakerfield Solutions

Great FP&A Software Platform for Mid-Market organizations. Used for Planning (Budgets & Forecasts), Financial Consolidations, Reporting, and Analysis / Modeling.

The Good…

Best-in-class Excel add-in. Coupled with true multi-dimensional support under the covers. Lets you slice and dice your data in many ways. Ability to drill to transactional data is great as well.

The Bad…

Does cost a little more than less powerful alternatives in the marketplace but, in exchange, it provides more functionality, flexibility and scalability. Companies do not outgrow Planful unlike cheaper options.