Customers on G2 and TrustRadius Love Planful’s Financial Performance Management Software

For years, business-to-business customers have looked to industry analysts for guidance when choosing products and services.

The well-established firms—Gartner, Forrester, IDC, Constellation, and many others—have teams of researchers, experts, and practitioners, along with methodical processes and rankings, to offer qualitative and quantitative insights to business buyers searching for the right financial performance management software vendor.

Over the past twenty-odd years, however, online communities have empowered regular folks to offer opinions and ratings like never before.

Restaurant review site Yelp, among others, provided the early framework for these types of services where patrons of restaurants, spas, lawn services, and other businesses can offer their unvarnished comments and assign a star rating. B2B buyers soon wanted these same reviews from real users to augment the guidance from more traditional analysts.

Today, the most recognizable business software and services market user review sites are G2, TrustRadius, and Gartner Peer Insights. Tens of millions of professionals from around the world visit these sites each year to offer reviews, insights, and rankings that help other B2B buyers make better decisions. Here’s what some of them had to say about Planful.

TrustRadius collects verified, peer-based guidance and research from business users who provide the site with nearly 18 million monthly page views. Overall, Planful scores well based on reviews and rankings from Planful customers.

Our customers’ ongoing rave reviews have ranked us high enough to be awarded the TrustRadius Top Rated badge in 2021 and 2022. In 2023, we added awards for Best Feature Set, Best Value for Price, and Best Relationship. In 2024, we also won the Most Loved award and Buyers’ Choice awards for Corporate Performance Management (CPM), Financial Close, Budgeting and Forecasting, and Financial Planning and Analysis (FP&A).

For 2025, Planful continues our winning streak with a 2025 Buyer’s Choice Award. This new award requires that “75% of reviewers have to select you for best capabilities, best value for price, and best customer relationship.”

Those are some great awards, if we do say so ourselves. We’re even more humbled by what our customers actually say about us on our TrustRadius reviews:

• A manager at a mid-size biotechnology company says, “We switched from excel based reporting to Planful four years ago. It is a huge difference. Freed up so much time our team can spend on more useful tasks. It is very easy to use, has excellent multi-layered security options, great customer service.”
• The Vice President, Planning and Analysis, at a small energy company says, “Planful has the most experienced, dedicated, and knowledgeable customer support staff I have ever worked with. They really listen to their customers, and rely on them to provide ideas for continual improvement of their products.”
• A finance and accounting team member at a mid-size financial services company says, “Planful is used across our whole organization with the heaviest users in Finance and Accounting. In many cases, we give budget owners the option to access Planful and take accountability for their budget planning. Planful is much easier than maintaining multiple Excel spreadsheets for multiple users.”

You can read these and nearly 200 more Planful user reviews on TrustRadius.

G2 is the largest software marketplace and review platform, with over 90 million annual users. It ranks software companies and products based on authentic, timely reviews from real users.

Planful is highly ranked in several G2 categories, including Corporate Performance Management (CPM), Financial Close, Budgeting and Forecasting, and Marketing Resource Management.

In 2022, Planful earned G2 badges for High Performance Enterprise and for being a Leader, an Enterprise Leader, a Momentum Leader, and a Leader for Mid-Market Customers. Planful for Marketing also earned 2022 G2 badges for High Performer, Best Support, and Easiest To Do Business With.

In 2023, Planful also ranked in the broad category of top overall accounting and finance software.

In 2024, and continuing our consistent customer recognition, Planful ranked across multiple categories in G2’s Winter, Spring, Summer, and Fall Crowd Reports. Customers also placed Planful in the G2 Spring 2024 Grid® for Budgeting and Forecasting Software as a leader with a strong market presence.

Again, we’re very proud of these awards because rankings are based on real reviews from real Planful customers. Customers who say things like:

• A logistics and supply chain professional at an enterprise-sized company says Planful’s “new AI functionality appears helpful and out-of-the-box user friendly” and “ customer service is phenomenal.”
• A vice president, planning and analysis, at a mid-size company says, “The most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year’s career. Their customer support is second to none, and has always been there to solve any issues we encounter.”
• A senior FP&A analyst at a mid-size company says, “Planful has transformed our forecasting process from an Excel-based process where we had to collect feedback from multiple parties and stitch several files together, to a seamless process where changes are real-time and have a higher degree of accuracy.”

You can read these and over 420 more Planful user reviews on G2.

While traditional analysts provide deep and broad expertise in evaluating financial performance management software and solution vendors, there is really nothing like an unfiltered review from a real customer.

G2 and TrustRadius, along with other sites like Gartner Peer Insights, are giving B2B software users a forum to help inform others about the pros and cons of vendors and their solutions.

We’re proud of what our customers say about Planful. Explore our reviews from happy customers on G2 and TrustRadius to learn about their experiences with Planful’s best-in-class financial performance management solution.