An enterprise performance management software, featuring financial applications for modeling, planning, consolidation, reporting, and analytics.

Product Overview

Planful (formerly Host Analytics) is an enterprise performance management (EPM) software, featuring financial applications for modeling, planning, consolidation, reporting, and analytics. Key features include scenario analysis, rolling forecasts, budgeting, and forecasting. The platform can integrate with Salesforce, QuickBooks, Sage Intacct, and more popular apps.

Pros

  • Automates planning, reporting, and consolidation
  • Integrates with QuickBooks, Sage Intacct, etc.

Cons

  • Steep learning curve due to dense feature set
  • Pricing requires consultation call

Target Market

Medium to large enterprises looking to improve department collaboration, enhance data accuracy, and streamline financial reporting and forecasting processes.

Video Overview

Key Features

Planning

Automate planning to drive budgets, forecasts, and more. The software comes with pre-built templates and enables customizable reporting.

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

Modeling

Financial modeling helps connect operational plans with financial plans.

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

Consolidation

Planful helps automate financial close, compliance, and reporting. Companies can combine multiple general ledgers and ensure accuracy across departments.

  • 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 formatted reports
  • Ad-hoc reporting
  • Management reporting
  • Cloud access
  • Self-service dashboards
  • Interactive query
  • Connection with Excel

Dashboards

Self-service and interactive dashboards help users visualize data. Planful provides tables and reports to display results and trends.

  • Dynamics reporting tools
  • Drill down capabilities
  • Drag-and-drop building
  • Charts
  • Sharing
Price Range Learn More
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Product Overview

Developer Overview

  • Name Planful
  • Year Founded 2000
  • Headquarters Redwood City ,California ,USA
  • Type Private
  • Est. Size 50-200 employees

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User Reviews of Planful

Mark Cawi
President
  • Professional Services
  • 11-50 employees
  • Annual revenue $1M-$10M
Overall
★★★★★
★★★★★

Best-in-class Excel add-in

June 2nd, 2021 • Roles: Purchaser & End User

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

Pros

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.

Cons

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.