Who is this service for?

We help finance automate processes to accelerate the time it takes to turn insights into action. The result is a company that is nimble and efficient, regardless of size or complexity.

About Planful

Streamline planning, budgeting, and forecasting. With Structured Planning from Planful (formerly Host Analytics), Financial Planning and Analysis (FP&A) speeds up cycle times, department heads own their numbers, and everyone gains controlled insight into the health of your enterprise. Planful customers have reported these results: Reduce planning cycle times by 75%, Expand number of plan owners by 5X, Increase profitability by 45%.

Average rating 4.2/5

Total score
4.2
“Ease of use
4.1
User support
4.3
Features
4.2

Product details

Starting price:

1usd / per month
more about prices

Desktop & Mobile Platforms:

Mac

Windows

Cloud, SaaS, Internet

Training:

Documentation

Online

Support:

Working hours

Online

Software Developer

Planful
https://planful.com/
Set up in 2000
United States

Features

"What If" Scenarios
Access Controls/Permissions
Ad hoc Analysis
Ad hoc Reporting
Asset Lifecycle Management
Audit Trail
Benchmarking
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Content Management
Customizable Dashboard
Dashboard
Data Connectors
Data Import/Export

Drag & Drop
Financial Reporting
Forecasting
General Ledger
Goal Setting / Tracking
Idea Management
Income & Balance Sheet
Key Performance Indicators
KPI Monitoring
Marketing Reports
Milestone Tracking
Modeling & Simulation
Multi-Company
Multi-Department/Project
OLAP
Performance Metrics
Predictive Analytics
Profit/Loss Statement
Profitability Analysis
Publishing / Sharing
Qualitative Analysis
Quantitative Analysis
Relational Display
Reporting/Analytics
Roadmapping
Sales Reports
Scenario Planning
Scheduled / Automated Reports
Scorecards
Search/Filter
Simulation
Strategic Planning
Trend / Problem Indicators
Version Control
Visual Analytics
Visual Discovery

Alternatives Planful


V
Victoria B.

«Review of Planful»

Usability

Support

Features

3

Overall rating

Benefits:

We use this software for our month-end close process to consolidate financials and publish our monthly financial package to management and other various internal/external partners. The software is easy to navigate and helps us quickly consolidate financial data for all of our entities each month.

Drawbacks:

There aren't any specific features that I dislike about the software at the moment, however the Planful support portal/team hasn't always been the most helpful when it comes to troubleshooting issues in a timely manner.

August 20, 2021
Feedback source: the Internet
N
Nikita J.

«Good planning tool that integrates well with excel»

Usability

Support

Features

4

Overall rating

Benefits:

We plan by detail and this tool allows us to do that. Modeling cloud is nice as it is more flexible.

Drawbacks:

This tool is good but we did a lot of customization for CAPEX, BS, cash flow forecasting which requires a lot of time.

In sum:

Scale for team!

August 19, 2021
Feedback source: the Internet
V
Verified Reviewer

«Host has helped us scale from ~200 employees to over 1k!»

Usability

Support

Features

4

Overall rating

Benefits:

- Similar to Oracle Hyperion, but in the cloud - Lower overhead than on premise tools - Robust platform with more advanced feature set then other cloud tools - Solid excel integration - Product team responds to feedback - Fair pricing - No limit on size of model

Drawbacks:

- Attractiveness of user interface - Template speed - Visualizations - Speed of new development - Implementation took longer than expected

August 2, 2021
Feedback source: the Internet
S
Scott W.

«Director of Financial Planning & Analysis»

Usability

Support

Features

4

Overall rating

Benefits:

Centralizes our planning, budgeting, & forecasting efforts. Quick roll-up of updates and opportunity to copy versions for running alternate scenarios. Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

Drawbacks:

Core functionality doesn't lend itself to efficient sales reporting

June 27, 2021
Feedback source: the Internet
H
Han S.

«OVerall is a great tool for the ease of standardizing and managing our reports.»

Usability

Support

Features

4

Overall rating

Benefits:

The application made reporting a piece of cake with automated distribution. The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

Drawbacks:

Not the most user friendly application for budgeting purpose. The access was made easy with SSO solution, but the timeout issue causing customers to complain.

In sum:

Our reporting process became easier for end users. The Support and CFL team from Host also helped us tremendously for our users from day to day basis!!

June 16, 2021
Feedback source: the Internet
K
Kate S.

« As a first timer with any EPM system it was easy to configure and learn.»

Usability

Support

Features

5

Overall rating

Benefits:

There seem to be minimal limitations as to what it can do. With coming from nothing what I appreciate most is HA's reporting capabilities.

Drawbacks:

i don't really like the set up of the new currency exchange rate page. i like to be able to seem them all as we could prior to that release.

June 16, 2021
Feedback source: the Internet
a
andrea c.

«Great experience for me. We have a dedicated business systems resource on our team who helps a lot.»

Usability

Support

Features

5

Overall rating

Benefits:

I like the flexibility and fluidity of working in the cloud so there is no more verison-ing of excel files and having to wait for input from others.

Drawbacks:

There is definitely some upfront legwork to get input templates/reports where you want them to be. But once you have something you like, it's much easier to work with from there.

In sum:

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

June 12, 2021
Feedback source: the Internet
J
Jean D.

«User friendly product. Great customer support»

Usability

Support

Features

4

Overall rating

Benefits:

How easy it is to create basic reporting and customize and scheduled distribution. Interface that is scheduled nightly to automatically populate Host with data from our G/L. Consolidation of our plan is more efficient and timely so changes aren't such a nightmare to make.

Drawbacks:

Quarterly releases are great, but they don't give you enough time to test them before they are automatically put into production.

In sum:

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

May 7, 2021
Feedback source: the Internet
Lauren M.

«It's a life saver for reporting»

Usability

Support

Features

4

Overall rating

Benefits:

Ease of reporting and planning. The reports are fast to make and can very easily be taught to other users. Also since it is in the cloud, there are many tiers of security features for customization.

Drawbacks:

New features and cross browser supporting don't function the best. The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome.

April 23, 2021
Feedback source: the Internet
M
Michael Z.

«Positive, Discovery, Trial & Error»

Usability

Support

Features

4

Overall rating

Benefits:

Centralized data storage helps ensure we have consistent reporting on a month-to-month basis. This also eliminates many minor mistakes prevalent with externally linking excel files. Customer service is phenomenal

Drawbacks:

PCR can be finnicky. Modeling occasionally freezes. Modeling and PCR needs to be in touch to ensure accurate up-to-date reporting (supposed to be coming out in an update soon)

April 10, 2021
Feedback source: the Internet