Navigate your portion of the business with the new homepage
An intuitive homepage provides an organized view to effortlessly tackle assigned action items, build reports with drag and drop, access workforce planning details, and more.
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Save time, enhance precision, and elevate your financial strategy with Budget Manager Experience – your gateway to streamlined financial mastery. Give your budget managers instant access to an intuitive, organized, and one-stop hub designed to help you manage efficiency without compromising financial control.
An intuitive homepage provides an organized view to effortlessly tackle assigned action items, build reports with drag and drop, access workforce planning details, and more.
Equip budget managers with secure access to the templates and reports that are essential for effectively overseeing their slice of the business. Shared templates seamlessly appear as assigned tasks, ensuring budget managers are well-informed of their “to-do” list.
Discover strategies to conquer common hurdles in cross-departmental budgeting.
Effortlessly uncover anomalies in your data and put AI power to work to help you analyze historical trends and surface clerical errors or just changes in the business instantly. Save time and focus on areas needing more attention, or explore the story behind the numbers to see your entire business at a glance with Signals Overview.
Analyze your organization’s historical trends and see what numbers differ from your expected range to surface any instantly caused by clerical errors or changes in the business.
Save time by automatically double-checking your reports, and have more confidence to understand the context behind your numbers.
Elevate your forecasting game with Planful’s Predict Projections – where precision meets efficiency.
Leverage three or more years of historical data to analyze millions of data points to automatically generate forecast data based on the highest probability outcomes.
Set intelligent upper and lower guardrails to see the analysis of current values vs. projected values vs. historical values.