Planful

Planful and Spreadsheets, better together

We take pride in our ninja spreadsheet abilities, but they weren’t designed to meet the demands placed on today’s finance and accounting teams.

Planful and Spreadsheets, better together

Do your best work, with or without spreadsheets.

Spreadsheets Are Great, Until They’re Not

As your organization grows, simply managing your finance and accounting spreadsheets takes up too much time. Formulas break, collaboration is a pain, and version control is a nightmare.

So how do you take back your time and guide the business forward into the future–without giving up a valuable tool that you’re an expert at using?

“Before, a lot of the data was pulled together by Finance and collated into spreadsheets. Now everyone else does their input and we can focus more on analyzing those numbers rather than just trying to maintain all of the spreadsheets."

Ashlee-Louise GeorgeBickford’s Group

“Before, a lot of the data was pulled together by Finance and collated into spreadsheets. Now everyone else does their input and we can focus more on analyzing those numbers rather than just trying to maintain all of the spreadsheets."

Move faster and more confidently with Planful

Planful integrates with the business tools you already use (including Excel!), automatically collects all the data you need, and gives finance, accounting, and business users an intuitive interface for financial collaboration.

  • Get insights, and answers from your critical financial processes
  • Plan where you’re comfortable, in spreadsheets or with Excel syntax in Planful.
  • Put finance-first collaboration at the heart of every decision

Stay in Excel, Word, and PowerPoint with Planful Spotlight

Planful Spotlight for Microsoft 365 lets you easily build management and financial reports directly in Microsoft Excel, Word, and PowerPoint, with data updated dynamically from Planful’s single source of truth.

  • Refresh report and presentation data in just one click
  • Ensure data is always accurate, up to date, and trusted with full audit trails.
  • Save hundreds of hours on PowerPoint preparations.

Experience the Planful difference

Stay In Control

Work on the same, up-to-date data, with every edit tracked automatically so you don’t lose anything in emails, chats, or shared files.

Manifest Confidence

Know your data is always current, the math is sound, and the insights are accurate so you can work without doubt.

Overcome Errors

Use AI to constantly search for errors and anomalies so you never have to worry about broken references or hidden formula typos.

Modernize How You Work

A modern, cloud-based solution built for the Office of the CFO, with 200+ prebuilt integrations, security, financial workflows, and more.

Collaborate With Context

Collaborate and comment in context, with every conversation tracked for reference so you always have the story behind the numbers.

Scale Your Efforts

Use the same secure, scalable solution across finance, accounting, and the business so you can focus on growth without worrying about complexity.

Planful vs. spreadsheets? Your choice is as easy as 1-2-3!

Planful automates away the manual effort to keep everyone informed and give you more time to work with the business.
Planful modernizes how you work to forecast more accurately, respond with agility, and act with determination.
Planful helps you guide the business with confidence, adapt to a changing world, and closely collaborate to stay in sync.

People are talking

pattern
pattern
pattern
pattern

Get Started with Planful

  • LinkedIn
    How much time will you save?
  • LinkedIn
    How will your finance team evolve?
  • LinkedIn
    Where will technology support you?