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1,500+ Customers Trust Planful

The Planful Difference For Smarter, Faster Financial Planning and Analysis

Navigating complex spreadsheet models keeps you from responding quickly to ad-hoc requests. Increase planning and forecasting agility to match the constant demand for answers.

Drive valuable insights into the business with confidence, and use Planful AI to identify trends and spot anomalies during the financial planning process. Uncover opportunities for cost savings and revenue growth while preventing risks and addressing concerns.

Leverage Planful AI to automate routine tasks, boost transparency, and minimize errors. Streamline manual inputs for faster planning, budgeting and forecasting processes across your complex entity structure.

Rapidly prepare and maintain models while analyzing data across your entities. Spend more time understanding your business, not worrying about version control and formatting.

Ensure platform-wide data confidentiality, integrity, and availability. Seamless integrations with existing systems ensures your team can maintain best-in-class data security.

Elevate financial conversations with one-click access, notifications, commentary, and shareable, user-friendly templates that every business user will appreciate. Empower every business user to achieve more with seamless help from Planful AI.

Speed, Purpose-built AI, and everything Finance needs to reach peak performance.

Purpose-built applications

The right balance of pre-built capabilities and flexible functionality, enhanced by AI-driven efficiency and control, empowering you to plan your way.

Finance-owned platform

Fast time-to-value, minimal IT involvement, and a cost-effective solution that’s easy to adopt and immediately impactful.

Fast adoption

Fast and easy for end users to learn with Excel syntax, an intuitive interface, and seamless help from Planful AI.

Scalable

Built to handle all your financial performance management needs (not just planning).

Trusted and secure

Committed to ensuring the security of your data beyond industry compliance standards from AI to every corner of the platform.

You’re in Good Company

"Advanced Planning was really what ultimately led me to choose Planful over other possibilities."  Lee Johnston, SVP, Finance

Results

98% Reduction

In reporting time

“Planful helps us save time and increase transparency, with our global business leaders.” Lauren Bissell, FP&A Manager at GSF

Results

12 Hours

Cut for every 4 week close

50% Faster

Quarterly business prep

Budget, Plan and Forecast With Precision and Confidence

Streamline your financial workflows with Planful’s pre-built templates designed for efficient planning, budgeting, and forecasting. Validate your data, simplify variance analysis, and ensure accuracy every step of the way, so your financial data is always reliable and ready to drive better decisions.

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Smarter, Faster Finance With Planful AI

Planful AI transforms how finance teams operate by automating repetitive tasks, detecting anomalies, and generating actionable insights. Built with explainable AI outputs and a human-centric approach, Planful AI ensures you stay in control while driving efficiency and accuracy across all financial workflows.

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Define Your Annual Operating Plan with Collaboration

A comprehensive financial planning platform for businesses seeking to build their baseline annual plan across multiple business units, monitor against deviations from plan and collaborate for team based financial planning and forecasting.

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Adapt to Change With Rolling Forecasts

Achieve continuous planning excellence, providing real-time visibility into key financial metrics and enabling agile planning and decision-making in a rapidly changing business environment. Plus, boost forecast clarity and accuracy with AI.

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Optimize Cash With Driver Based Forecasting

Optimize cash, shore up your capital position, and extend your runway to build business resilience. Advanced financial planning software gives full visibility into cash balances. Adjust key drivers to manage your cash position with ease, enabling you to make informed decisions and course correct in the moment.

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Plan, Present, and Report with Ease

Spotlight for Microsoft 365 brings the power of Planful into the tools you already know—Excel, Word, and PowerPoint. Refresh your data with one click, to seamlessly build management and financial reports from Planful’s single source of truth.

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Deliver Self-Service Reporting in Real-Time

Elevate the financial IQ of all key decision-makers. Spend more time understanding your business and less time formatting reports, while ensuring quality and accuracy with drill-through capabilities and ad-hoc analysis.

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Plan your way to business success.

Learn how Planful can help Finance drive peak financial performance.

Get Started with Planful

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