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Close the Books in Hours Instead of Days

The typical financial consolidation and close relies on an abundance of data, manual processes, disconnected and complex spreadsheets, and email-driven collaboration. It’s a slow, friction-filled, error-prone way to gather, organize, and report on your business data.

Accelerated Monthly Cycles

Automate the data load and validation process to establish a baseline quickly. Further automate eliminations and recurring journal entries to arrive at consolidated reports in hours instead of days.

Flexible Consolidated Financial Reporting

Collaborate with the business by understanding the details of business performance. Slice and dice your data, perform ad hoc analysis, and provide insights to enable meaningful conversations with the business

Single Source of Truth

Gain visibility and increase trust in your data by seamlessly integrating multiple charts of accounts into a single consolidated solution.

“Planful will take our financial close and reporting process to the next level. We got up and running on Planful in 4 weeks. The path for our team to start using and getting value from the platform was really smooth and fast.”

David MarinoAssociate Vice President at Temple University

Integrate Multiple Charts of Accounts Into a Single Consolidated Solution

Business growth adds time, complexity, and errors to spreadsheet-based financial planning processes. Financial close software automates the data load and validation process, eliminates and adjusts data, and refines complex corporate structures to stay ahead of change.

Drive Every Financial Close With Speed, Data Integrity, and Collaboration in Mind

Mitigate risks, see process roadblocks, and know where you are in the close cycle at all times with secure audit trails to ensure trusted access and transparency.

Produce timely and accurate financial reports early

Automate data load and validation to establish a baseline and smooth the financial close process so your financial statements, internal reports, and external reports are always at your fingertips, and validation to establish a baseline and smooth the close process so your reports convey timely and accurate financial results.

Financial Consolidation Software

Automate your close, reduce risk, and report faster with financial consolidation.

Get Started with Planful

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