A complete platform for budgeting, planning, and forecasting with robust reporting and analysis capabilities.
Prepare for anything so that downstream decisions deliver the outcomes your business expects.
Speed your time to close while maintaining control over disclosure of sensitive financial information and meeting audit requirements.
Enable end-users to produce a wide range of interactive financial and management reports, providing valuable insights leveraging one source of truth.
Seamlessly build management and financial reports and presentations directly within Microsoft Excel, Word, and PowerPoint.
Create dashboards using a simple, intuitive, drag-and-drop interface. There is no need for any coding or training.
For many routine tasks, the need to just get it done tends to overshadow the inefficiencies and pain along the way. Then, once the task is complete, those irritations are quickly forgotten and your mind moves onto the next task. That is, until the offending task pops up again. Periodic financial reporting is a great […]
In order to grow a company, finance and marketing have to stay in lock-step. Saran Raksincharoensak, Finance Director, and Amanda DePaul, Vice President of Demand Generation at Planful, sit down to discuss how they work closely together to ensure alignment and help grow the business. In this video, they’ll focus on three reports: actual spend vs budget, historical channel ROI, and customer acquisition cost (CAC).
Corporate FP&A teams use both quantitative and qualitative analysis of all financial and operational aspects of a company to evaluate the company’s progress toward achieving its financial goals and to map out future goals and plans. FP&A Managers utilize financial and economic trends to review past company performance and attempt to predict opportunities and anticipate challenges, all while working towards forecasting a company’s future financial results.
If you’ve seen our I heart EBITDA stickers, you know that Finance is obsessed with this funky acronym and provides a great deal of insight into the business. As the corporate controller for Planful, I recently got asked what EBITDA is and why do I like it so much. Well, now I’m taking the opportunity to explain it.
Planful’ CFO, Ian Charles gives us his perspective on quarterly vs semi-annual financial reporting. What are the different sides of the debate, how a CFO can reduce the reporting burden, and why quarterly reporting is still the way to go.
Finance is stressed. It’s challenging to be always working under tight deadlines and monthly reporting crunches while trying to cobble together accurate financial data from across enterprise systems.
Both financial reporting and management reporting play an important role in public as well as privately held companies.
Ho-hum, another quarter-end close has passed. This process might seem routine, but how well is your monthly/quarterly close and reporting cycle working?
Financial reporting is the disclosure of financial results and related information to management and external stakeholders (e.g., investors, customers, regulators) about how a company is performing over a specific period of time.
It’s that time of year. Another quarter has ended, and it’s time for Finance to close the books, analyze the results, and do quarterly financial reporting for management and external stakeholders.
Curious about our journey to Planful? Click “Learn More” below to get the full story.
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