Financial Performance Management

Every decision starts with a number. Every number should start here.

Planful connects planning, close, consolidation, and reporting in one financial performance management platform.

Trusted by 1500+ companies

Plan

A plan that moves when your business does.

Close

One close, with finance and the business in step.

Consolidate

Roll up every entity in hours instead of the week after close.

Report

Move from close to board deck without the all nighter.

How Planful helps finance teams do their best work

One platform that scales with your business, backed by a support team that knows finance as well as you do.

Changes when your business does

Add an entity, a department, or a new reporting requirement, and Planful adjusts without a rebuild. Built for where you are today, ready for where you’re headed.

Support that’s finance-fluent

A support team that talks finance, not just tickets, and stays with you from day one through every cycle.

One end-to-end system

Everything finance needs to connect data, process calculations, and delivers results to every stakeholder, automatically.

AI for every role

Planful AI brings governed intelligence to every step of your financial cycle. With agentic assistants like Analyst, Help and Planner, you get instant, explainable answers, delivering impact today.

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ANALYST

Validate assumptions before they impact your financial forecast

Ask any finance question and get answers fast that reveal what’s driving the data. Analyst turns complex analysis into clear, actionable insight, so your team spends less time digging and more time deciding.

PLANNER

Close with context, not investigation

Build forecasts from a baseline, model what-if scenarios on demand, and keep plans aligned as conditions change, all in a conversational experience that understands financial context.

HELP

Always-on guidance

Get instant in-app answers and step-by-step instructions without leaving your workflow. Help builds team confidence, accelerates adoption, and makes sure no one gets stuck on the path from question to action.

MCP SERVER

Bring your own AI to your data

Ask questions in Claude and get answers built on your Planful data, with ChatGPT, Copilot, and Gemini coming next. Every query inherits your dimension security and role-based access. Read-only by design, so your numbers are never exposed or changed.

Powerful integrations to help you scale

Thousands of connectors to choose from – no data limits. Up and running in hours

Why customers love Planful

Hear from the CFOs and controllers running financial performance management on Planful every day.

USE CASES

One plan. Everyone in it.

Finance

Empower Finance as a strategic catalyst for growth with automated reporting, forecasting, and scenario planning enhanced by AI. Planful elevates FP&A by uncovering drivers, turning data into foresight, and enabling confident decisions that ensure success.

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Accounting

Give your accounting team a comprehensive tool that picks up where the ERP ends and takes them seamlessly through closing, consolidating, and reporting.

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Sales

Keep revenue plans dynamic with flexible modeling for quotas, territories, and pipelines. AI-generated projections and explainable signals surface risks and opportunities early, ensuring Finance and Sales stay aligned on predictable growth targets.

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Marketing

Plan, manage, and optimize marketing budgets to prove ROI and drive growth. Track spend and performance trends so Marketing and Finance can reallocate with clarity, building goals-based plans that connect campaigns, budgets, and metrics to your business objectives.

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Human Resources

Align HR, Finance, and leadership around a unified workforce plan. AI-powered forecasting models headcount, compensation, and capacity shifts that help you balance cost, talent, and agility to maximize the potential of your workforce investment.

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IT

Shift the focus to execution by automating the planning for things like licenses, hardware, and knowing the plan is error free.

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Operations

Unify operational and financial plans to enhance agility across the enterprise. Instant AI-enabled scenario analysis exposes constraints and opportunities across supply, demand, and cost – so teams can adapt quickly and make informed, data-driven trade-offs.

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