Anaplan draining your resources? Take a look at Planful.

Planful provides advanced planning capabilities with the option of using pre-built templates. Changes are finance-owned, with zero reliance on IT, and there is no need for a center of excellence.

Recognized as a top solution, best customer experience, and more

What our customers say

Comprehensive, scalable financial performance management, without the costs and complexity.

Planful AI is purpose-built for finance. Proven in production since 2021.

Every answer links directly to your data, with the logic visible at every step.

Instant, explainable answers.

Analyst surfaces the "why" behind variances in plain language, with every response tied to your underlying data.

Early risk detection.

Signals flags anomalies and outliers before they reach reporting.

Forecasts built from your history.

Planner generates projections from your data and seasonality patterns, with scenario modeling on demand.

Consistent answers across the team.

Everyone from FP&A to business partners sees the same numbers with the same supporting logic.

Advanced planning without the complex maintenance

Every business becomes more complex as it grows and expands, which requires advanced modeling and operational planning. But, that doesn’t mean you need expensive, convoluted, IT-heavy solutions.

Use pre-built templates to get started quickly- from planning, budgeting, and forecasting to advanced modeling capabilities.

As you grow, you can easily make GL changes without IT, incorporate acquisitions, manage subsidiaries and foreign currencies and do it all with more accuracy and speed.

Experience unlimited models, scenarios, dimensions, data sets, calculations, dynamic dimensions, connected operational models, and effortless model management.

Full cycle financial capabilities made easy

In today’s dynamic business landscape, accounting and finance must work hand in hand to drive success. With Planful, you can foster seamless collaboration between accounting and FP&A, enabling faster close processes and empowering agile planning.

Compress cycle times so you can shift focus to investigating variances and trends rather than worrying about configuring workflows or code.

Complete period-end accounting including account reconciliations

Use automation tools to start planning, faster, and at any level of granularity.

Benefit from native close and consolidation, no build required

Powerful financial reporting built in

Reach financial goals across the entire business, with a solution designed to grow with you, that’s flexible for your unique business needs and easy to adopt for a seamless end-user experience.

Easily integrate multiple, disparate systems and data sources into one application with point and click

Maintain the confidence of trusted, role based security and controls with collaboration features that mitigate risk while capturing audit trails

Empower your business colleagues to work where they’re comfortable, using Excel-based language or Planful’s intuitive, drag-and-drop templates and dashboards

Key features

Operational Planning

Extended driver-based modeling with unlimited models, scenarios, dimensions, data sets, and calculations
Automatic top-down or bottom-up modeling
Dynamic dimensions
Connected operational models and financial plans
Model Manager, view and understand models at a glance
Breakback for automated, top-down calculation and allocation
External data sources

Financial Planning

Pre-built planning templates
Automatic financial intelligence
Excel formula language and user experience
Unlimited forecast scenarios
Multi-currency support
Audit trail, and audit logs
Offline planning
Unlimited EPM data storage
Out of the box CapEx and Workforce Planning

Financial Reporting and Analysis

Dynamic Reports
Standard reporting templates
Transaction detail drill-down
User-defined attributes
Substitution variables
Automated role-based report distribution
Dynamic report collation
Email notifications
Easy drag-and-drop dashboard creation
Dynamic drill-through
Spotlight for Microsoft Office and GSheets
AI Anomaly Detection

Global Financial Close and Consolidation

Pre-built consolidation
Top side journal entries
Intercompany eliminations
Non-controlling interest
Currency conversion; local, interim, and functional currencies
Multiple hierarchies (tax, IFRS and GAAP)
Multiple subsidiaries
Automatic data validations
Audit trails and audit logs
Workflow management
Financial Close in partnership with Adra by Trintech

Who we work with

The Planful approach is faster, easier, and just plain better

Go Beyond your ERP

Planful can integrate with multiple ERP systems across facilities, subsidiaries, and regions to bring all actuals into a single source of truth.

Trust and Security Without Compromising Speed

Planful modernizes how you work to plan, budget, and forecast more accurately, respond with agility, and act with confidence, without compromising speed or performance. Grow with Planful as you scale.

Exceptional Implementation Partners with Deep Expertise

Planful gets you up and running in less than 8 weeks with implementation partners that are suited to your specific use case. Find the best in class experts to help create a strong foundation when implementing Planful

Don't settle on software. Upgrade to Planful.

Learn how Planful’s approach for a modern close management and elevated planning experience make it the obvious choice to drive peak financial performance.