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📣 Plan your best year yet with our annual planning checklist.

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1,500+ Customers Trust Planful's Marketing Planning Software

The Planful Difference For Better, 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 to identify trends and anomalies during the financial planning process. Uncover opportunities for cost savings and revenue growth while avoiding risks and concerns.

Leverage pre-built templates to minimize errors, reduce manual input, and speed up planning, budgeting and forcasting processes across your complex entity structure.

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

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

Elevate financial conversations with one-click access, notifications, commentary, and easy-to-fill shareable templates that every business user will appreciate.

Speed, plus everything else Finance needs to reach peak performance.

Purpose-built application

Right mix of prebuilt and flexibility functionality to plan your way.

Business-owned platform

Low barrier to entry and fast time to value for a cost-effective solution and minimal IT involvement.

Fast adoption

Get up and running quickly with your end users.

Scalable

Built to handle all your Financial Performance Management needs (not just planning).

Trusted and secure

Committed to ensure security of your data beyond industry compliance standards. 

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 Speed and Agility

Compliment Planful’s pre-built templates for any planning, budgeting or financial forecasting with the power of native AI/ML. Take the guesswork out of reviewing actuals or variance analysis and ensure accuracy is never compromised by testing your financials for errors or missed entries.

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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 allowing for agile planning and decision-making in a rapidly changing business environment.

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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. Planful’s 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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Bring Certainty to Any Scenario

Create real-time insights more confidently so you can pivot in a rapidly changing business landscape. Harness the power of centralized data to analyze multiple scenarios quickly and efficiently, empowering the business to make informed decisions based on ad-hoc analysis and a range of built-in models.

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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 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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