Planful

Where Champions Are Made

See a clear path forward, from onboarding to continued success.

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Reach Your Goals Faster With Planful by Your Side

Your path to value starts today with our team of customer success experts. Your success is our number one priority, from initial scoping to ongoing adoption.

Our customers are never alone

We scale with your growth, continuously delivering a value-focused experience using our team of financial professionals and technical experts.

Customer Success Manager

Build a value-focused strategic plan to maximize ROI and guide you in the right direction.

Professional Services

Design a solution that meets your needs, accelerating user adoption to unlock value across your company.

Solution Architects

Share best practices from other customers and consult with you on your Planful environment.

Planful Support

Access 24/7 support to ensure unparalleled performance and ongoing success.

Planful Champions Club

Your opportunity to join other customers and define the Planful product roadmap.

Planful Academy

Support your learning and certification through expert instruction and coursework.

Planful Engage: Where Community Happens

Share Ideas and Best Practices

Join forum discussions with fellow Planful experts to learn how other finance leaders are breaking new ground in their organizations.

Become a Planful Champion

Accelerate your career by joining the Planful Champions Club, an exclusive program filled with private events for the industry’s best and brightest.

Meet Like-Minded Finance Leaders

Connect with peers that are also embarking on their finance transformation and discover how you want to grow your team’s impact to the business

Receive the Latest Product News

Stay up to date with the latest product innovations and a roadmap driven by your feedback and experience.

Resources

Learn More, Move Faster, Stay Ahead

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4 Budgeting Process Roadblocks (and How to Overcome Them)

Budgeting. While the term may invoke headaches (especially when you’re working with spreadsheets), improving and optimizing the budgeting process is critical for organizations.  “Without a budget, you have no measuring stick to evaluate your goals and performance,” says Donna Conte, service area leader for accounting services at Warren Averett. “[A budget] is part of developing […]

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10 Tips CFOs Can Use to Put AI in Finance to Work Today

In 2018, McKinsey reported that CFOs who didn’t adopt digital innovations like artificial intelligence (AI) were in danger of falling behind their counterparts in IT and marketing. When the COVID-19 pandemic hit two years later, it forced businesses to prioritize digital to stay afloat. By one estimate from McKinsey, just the first 9 months of […]

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