Capterra, founded in 1999, offers free resources to help small businesses make the right technology decisions. It connects software buyers with software vendors using customer reviews to help those buyers find and evaluate solutions. Capterra is part of Gartner Digital Markets, which is a business unit within Gartner, a major analyst firm. Gartner also runs the similar Gartner Peer Insights, detailed below.

Planful earns a 4.3 out of 5.0 among the 300+ vendors in the budgeting software category, which includes everything from Quickbooks and niche $9/month offerings to mammoth SAP and Oracle solutions.

G2, the largest software marketplace and review platform, ranks software companies and products based on authentic, timely reviews from real users. Planful is currently sitting at #4 in the Corporate Performance Management category. 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 recently acquired Plannuh, a leading marketing performance management cloud solution. Planful now provides marketers with deep financial intelligence on all marketing activities and the ability to better support Finance’s needs for accurate spend, accruals, and results data. Plannuh earned G2 badges for High Performer, Best Support, and Easiest To Do Business With.

Gartner Peer Insights solicits ratings and reviews of enterprise technology solutions from end-user professionals. Planful customers have scored our solutions an average 4.5 out of 5.0.

TrustRadius collects verified, peer-based guidance and research. Planful scores 8.7 out of 10 based on customer reviews, and was awarded the TrustRadius “Top Rated” badge in 2021 and 2022.

European analyst firm BARC uses extensive research to help companies worldwide select the right software solutions that align with business goals. Its reports offer insights into market developments and share proven best-practice advice for businesses embarking on a software evaluation project. To be included in the firm’s research, vendors must meet a minimum license and maintenance revenue threshold (€20 million for Financial Performance management, undefined for Integrated Planning & Analytics). The vendor’s geographical distribution and reach is also taken into account.

In the 2022 report, BARC named Planful a “Challenger” in their reports for both Financial Performance Management and Integrated Planning & Analytics categories. Planful is a top-rated vendor on the Portfolio Capabilities axis based on broad and deep product capabilities. The reports also highlight Planful’s fully-integrated platform for planning and financial consolidation and close functionality for companies of all sizes, with strong workflow and collaboration functionality.

BPM Partners is focused exclusively on business performance management (BPM) solutions, which it defines as budgeting, consolidation, financial reporting, and more. BPM publishes a Vendor Landscape Matrix based on interviews with a vendor’s existing customers. The questions drill down on 15 key product attributes and the output of these interviews forms the basis of the Vendor Landscape Matrix. The matrix provides a vendor ranking to help companies choose the best solution for their needs.

In 2022, Planful achieved an “Outstanding” BPM Pulse Rating based on overall customer satisfaction. Planful also remains a BPM Core Vendor in 2022. Core Vendors are selected annually based on their depth and breadth of functionality along with demonstrated market and customer success.

Constellation Research looks at technology solutions that help companies achieve their digital transformation goals. The prestigious Constellation ShortList for Cloud-Based Planning Platforms identifies the top vendors based on technology investment, use cases, strategic vision, customer value, executive leadership, and price. The firm talks to a vendor’s customers and partners all year long, and then develops its own research methodology to identify the six leading vendors. Constellation Research’s analysis is a helpful tool for early technology adopters.

Constellation Research puts vendors on its ShortList to support buyers and in 2023, Planful has been on the Constellation ShortList™ 11 consecutive times.

Dresner Advisory Services, which focuses on data, analytics, and performance management solutions, releases a flagship report, Wisdom of Crowds®, that is 100% based on customer input across 33 criteria. This year, Planful was named an Experience Leader in the Customer Experience Model for the 2022 Wisdom of Crowds® report. It’s the seventh consecutive year Planful has achieved that distinction.

Planful was also recognized in Dresner Advisory Services’ annual Industry Excellence Awards as an Experience Leader and a Trust Leader in Enterprise Performance Management. Those awards are based on vendor ratings from the Customer Experience and Vendor Credibility models in Dresner Advisory Services’ annual series of flagship Wisdom of Crowds Market Studies.

Gartner provides many types of advice across a wide range of topics for “enterprise leaders” primarily at large, global enterprises—the firm’s client list includes 73% of the Global 500. It publishes hundreds of reports and guides each year, with Magic Quadrants as its flagship reports. Each Magic Quadrant evaluates vendors on many factors, but they all roll up to the intersection of Completeness of Vision and Ability to Execute. Magic Quadrants are now accompanied by another document outlining how each vendor compares on a set of pre-defined Critical Capabilities.

For 2022, Gartner updated the Magic Quadrant which was last published in 2020 by the Gartner for IT Leaders research team written primarily for Enterprise CIO’s. The Gartner IT Leaders team had originally retired the Magic Quadrant. However, due to the influx in inquiries during the pandemic from Enterprise CFOs looking for FP&A solutions, the Gartner for Finance Leaders decided to bring the Magic Quadrant back.  In covering what it terms “FP&A transformation”, Gartner named Planful a “Visionary” in its 2022 Magic Quadrant. Our strengths in the report include:

• Configurable models
• Market understanding
• Robust implementation and training support

Gartner also publishes its Critical Capabilities research to help buyers better understand vendor offerings and determine fit with common use cases. Planful is covered by the Critical Capabilities for Financial Planning Software, with the most recent report released in December, 2022. It calls out Planful’s native collaboration features and our Planful Predict suite of AI/ML capabilities. The report also deems as “excellent” our configurable models and our delivery of “improved operational visibility and management.”  

IDC, founded in 1964, is one of the oldest analysts covering technology, having been launched in the days of RCA, Univac, and Xerox. Today, the firm offers expertise on technology and industry trends to help organizations and investors make fact-based technology decisions. It’s also known for its market-sizing analysis, particularly the IDC MarketScape models designed to provide an overview of the suppliers in a given market.

In Planful’s market, we’re positioned in the Major Players category in the IDC MarketScape: Worldwide Enterprise Planning, Budgeting, and Forecasting Applications 2022 Vendor Assessment.

The MarketScape lists Planful’s capabilities in financial planning, workforce planning, operational planning, close and consolidation, and marketing performance management. It also states Planful “has made a name for itself in workforce planning, which is used by over 80% of its current customers.”

For our recent acquisition of Plannuh, IDC points to this purpose-built marketing solution that can be deployed alongside our broader platform and connected to other data sources across the organization. And, IDC calls out our AI/ML capabilities for scenario analysis, anomaly detection, and predictive forecasting.

IDC connected with Planful customers, which highlighted our platform being completely financed-owned and requiring little, if any, IT resources. Customers also mentioned our “favorable cost and strong reporting capabilities” as areas of notable differentiation.

Nucleus Research uncovers how technology drives ROI. Its Value Matrix specifically assesses software vendors using customer feedback to rate solutions on usability and functionality. The usability angle helps you understand how quickly solutions will be adopted by your teams and the ROI angle puts a heavy weighting on tangible benefits.

Planful has been ranked a “leader” on the Nucleus Value Matrix for nine consecutive years. Nucleus also released a “Hot Companies to Watch List,” which included Planful as one of just 11 leading companies expected to thrive in 2022.

For the Office of Finance, Ventana publishes benchmarks, market perspectives, insights, and its Value Index reports. Planful falls under its Business Planning category, which looks at “technology such as in-memory computing, advanced analytic technologies, and interactive planning,” and has a particular focus on budgeting. It’s a wide ranging market perspective that leans towards large, all-in-one enterprise platforms that combine ERP, CRM, HR, Sourcing, Supply Chain, and other comprehensive modules. SAP, IBM, Oracle, and other large, centralized, enterprise-focused vendors stand out in this report.

Ventana’s most recent coverage of Planful provided the firm’s perspective on our acquisition of Plannuh, now Planful Marketing Performance Management. This solution is designed to help marketing teams better define their business value, and the firm recognizes the benefit of that approach. Ventana says that “enabling the relatively easy fusion of marketing and financial data to manage marketing performance can be especially useful” and goes on to “recommend that midsize organizations that are thinking about adopting a planning platform consider Planful for that role, especially if they wish to make their marketing budgets more effective.”