Question 1

How does Planful connect to our existing ERP and source systems?

Accepted Answer

Planful connects directly to major ERP, HRIS, and CRM systems — including SAP, Oracle, Microsoft Dynamics, Workday, and Salesforce — through native integrations. Flat files, CSVs, and cloud sources like Google Drive and AWS are also supported. The connection is bi-directional: when actuals update in your source system, they update in Planful. When you push a revised plan, it can write back. No manual exports needed.

Question 2

How does Planful handle data access and security?

Accepted Answer

Access is controlled at the entity, account, and dimension level. Finance leaders define who sees which entities, which accounts, and what they can edit vs. view. Every change is logged with a timestamp and user. Planful is SOC 2 Type II certified and supports SSO, end-to-end encryption, and GDPR and EU AI Act compliance.

Question 3

How does Planful AI fit into the financial performance management platform?

Accepted Answer

Planful AI is built into the platform and reads from your actual financial data across your accounts, entities, and planning assumptions. When it explains a variance or builds a forecast, it already understands your business structure. It gets more useful every reporting cycle.

Question 4

What does implementation look like, and how long does it take?

Accepted Answer

Implementation timelines vary based on entity count, source system complexity, and which capabilities you’re configuring first. Planful’s implementation team works alongside your finance team from day one — configuration, data mapping, and testing happen together. Most customers go live with core capabilities in weeks.

Question 5

Can Planful handle our data volumes as we grow?

Accepted Answer

Planful is built to handle GL transaction data at scale including millions of rows, across thousands of entities, without performance trade-offs. Most financial performance platforms require restructuring or rebuilding when data volumes grow or org complexity increases. Planful absorbs that growth in the same model. Whether you&#8217;re adding an entity, closing a subsidiary, or expanding into a new market, your team doesn&#8217;t need to re-implement to keep up.

One platform, from the first plan to the final board package.

Trusted by 1500+ companies

How the platform works

Accurate

Scalable

Connected

Governed

Where Planful earns its keep

Accuracy built in at the source

Scale without rebuilding

One model, every output format

Built to work with your existing stack

Frequently asked questions