Planful

Planful or Prophix? The answer is clear!

Planful helps you modernize finance and accounting while keeping what you love about Excel. Get cloud simplicity and scalability, purpose-built AI, and deep domain expertise, plus the capabilities you need, from consolidations to workforce planning.

Planful or Prophix? The answer is clear!

Do your best work, with or without spreadsheets

Work Better, Any Way You Like

Finance and accounting teams rely on Excel. Abandoning it is nearly unthinkable.

Instead of dropping the tools you depend on, enhance them, make them smarter, and empower the Office of the CFO to do what Excel can’t. Integrate with other applications, collaborate across the business, automate tedious processes, use AI to spot errors and improve forecasts, and so much more!

“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."

Confidently Modernize With Planful

Plan rapidly, close faster, and report accurately with Planful. It’s a modern cloud-based platform that integrates with Excel and existing systems, automatically collects all the data you need, and gives finance, accounting, and business users an intuitive interface for financial collaboration.

  • Get the data, insights, and answers the business needs.
  • Plan where they’re comfortable, in spreadsheets or with Excel syntax.
  • Cover close and consolidations, and then easily scale your modernization across planning, budgeting, and other processes.

Features and Flexibility, Out of the Box

Planful gives you the option to stay in Excel while still moving to a modern, cloud-based platform. It also provides powerful tools, templates, and workflows built for finance and accounting but customizable for your business.

  • Flexible reporting options and automated report delivery give you more time to focus on growth.
  • Go beyond dynamic planning with solutions for structured planning, cash flow forecasting, scenario analysis, and more.
  • Collaborate more closely with the business, elevate their financial IQ, and make better decisions together

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. Prophix? 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.

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Get Started with Planful

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