PLANFUL SOLUTIONS

Planning built for every team

Q: What should finance teams look for in financial planning and analysis software?

The best financial planning and analysis software connects planning, close, consolidation, and reporting in one place, with no reconciling data across systems every cycle. Look for purpose-built workflows for FP&A and budget managers, AI that’s grounded in your actual financial model, and fast time to value. Planful is built around those priorities and used by more than 1,500 companies in 100+ countries to run their full finance cycle from a single platform.

Q: How does Planful handle financial consolidation for companies with multiple entities?

Planful’s financial consolidation software automates intercompany eliminations, account reconciliations, and multi-entity roll-ups so your team closes on schedule with numbers that hold up. Because consolidation sits in the same platform as planning and reporting, there’s no manual handoff between systems and no version mismatches when leadership asks for the current picture.

Q: Can FP&A software solutions support teams outside of finance, like Sales, HR, and Marketing?

Yes, and that’s central to how Planful works. Sales plans by rep and region, HR manages headcount approvals, Marketing tracks budget against results, and Operations models cost and demand impact, all within the same financial planning software the finance team uses to run the close and build the annual operating plan. Every function plans its own way, connected to one financial model.

Q: How does AI fit into financial planning and analysis software, and what should finance teams expect from it?

AI in FP&A software is only as good as the data it reads from. Generic AI tools don’t know how your entities roll up, how your accounts map, or what your plan assumes, so their answers can’t be trusted in a financial process. Planful’s AI works from your governed financial model: the same secured, structured data, consolidation rules, and hierarchies your team already plans and closes in. Every answer stays consistent across teams and tools, every number is auditable, and the AI gets sharper each close as new actuals come in.

When every team plans in one place, with the same data and the same rules, finance stops chasing and starts leading. Planful gives each team its own way to plan, all in the same platform that runs your close, consolidation, and reporting.

1500+ customers, powered by Planful

PLANFUL FOR FINANCE

The home base for your finance team

Run your full finance cycle from one place. Planful connects close, consolidation, reporting, and planning so your team spends less time moving data between systems and reconciling versions, and more time on the analysis leadership is waiting on.

Featured Solutions

PLANFUL FOR ACCOUNTING

Close faster. Report with confidence.

Automate the manual steps in your financial close process. Planful handles data ingestion, reconciliation, and reporting so your team closes on schedule and the numbers hold up before anyone asks.

Featured Solutions

Adra account reconciliation

Automate balance sheet reconciliations with Adra Balancer

Adra financial close management

Automate task management of financial closes processes with Adra Task Manager

Financial consolidation

Consolidation software to automate financial close processes across multiple sets of books including elimination entries

A solution for every team that touches the plan

Pick your team and see how Planful fits your work. Every function connects back to the same financial model.

PLANFUL FOR SALES

Sales plans that match how you actually sell

Plan by rep, region, and product, the way your team is actually structured. Track attainment against target through the quarter so a slipping region shows up in week six, while you still have time to adjust.

SaaS Existing and New Target Bookings Revenue

PLANFUL FOR MARKETING

Connect every dollar to a result

Plan your budget by campaign and channel, then watch committed spend against results as the quarter runs. When the budget review comes, you can show what each program returned and where the next dollar should go.

PLANFUL FOR HR

Headcount planning without the back and forth

Plan hiring, attrition, and compensation in one place, with managers proposing changes and finance approving them in the same workflow. No more reconciling a dozen headcount spreadsheets to find the current plan.

PLANFUL FOR IT

Show what IT spend is actually buying

Track IT spend against budget and tie every project to the outcome it supports, so when priorities compete you can show what each dollar delivers.

Annual Operating Plan

PLANFUL FOR OPS

Ops plans that move when the business does

Connect your operational plan to live data so volume and cost assumptions stay current. Model a demand shift or a supplier change and see the margin impact right away.

Annual Operating Plan

BY INDUSTRY

Purpose-built solutions for industries

Healthcare

Plan across clinics, providers, and appointment schedules. Model revenue against capacity and track workforce costs across sites.

Explore Planful for Healthcare

Manufacturing

Connect production planning to your financial model. When volume assumptions change, the cost and revenue impact updates automatically.

Explore Planful for Manufacturing

SaaS

Plan top-line bookings by product, geography, and contract mix. Keep finance aligned with what sales is actually tracking.

Explore Planful for SaaS

CPG

Plan by channel, region, or SKU and model the impact of volume and margin changes before they show up in your close.

Explore Planful for CPG

Retail

Give your teams clear visibility into product, location, cohort, and category performance. Then model, plan, and monitor inventory, profitability, sales, and any dimension that matters.

Explore Planful for Retail

Frequently asked questions

Planful gives Finance, Sales, Marketing, HR, IT, and Operations each their own purpose-built way to plan, all connected to a single financial model. Unlike generic budgeting tools, that keeps your numbers consistent across every function, so finance spends less time chasing data and more time on the analysis that moves the business. It’s also what makes Planful’s AI reliable: because every team works from the same governed model, the AI already knows how your accounts map and what your plan assumes, so its answers hold up when finance checks them.

What should finance teams look for in financial planning and analysis software?

How does Planful handle financial consolidation for companies with multiple entities?

Can FP&A software solutions support teams outside of finance, like Sales, HR, and Marketing?

How does AI fit into financial planning and analysis software, and what should finance teams expect from it?

See how Planful works for your team

We’ll show you the modern financial platform for the workflows and use cases that matter to you.

Planning built for every team

1500+ customers, powered by Planful

The home base for your finance team

Featured Solutions

Close faster. Report with confidence.

Featured Solutions

Adra account reconciliation

Adra financial close management

Financial consolidation

A solution for every team that touches the plan

Sales plans that match how you actually sell

Connect every dollar to a result

Headcount planning without the back and forth

Show what IT spend is actually buying

Ops plans that move when the business does

Purpose-built solutions for industries

Healthcare

Manufacturing

SaaS

CPG

Retail

Healthcare

Planful for Healthcare

Manufacturing

Planful for Manufacturing

SaaS

Planful for SaaS

CPG

Planful for CPG

Retail

Planful for Retail

Frequently asked questions

What makes Planful's financial planning software solutions different from generic budgeting processes?

What should finance teams look for in financial planning and analysis software?

How does Planful handle financial consolidation for companies with multiple entities?

Can FP&A software solutions support teams outside of finance, like Sales, HR, and Marketing?

How does AI fit into financial planning and analysis software, and what should finance teams expect from it?

See how Planful works for your team

A solution for every team that touches the plan

Sales plans that match how you actually sell

Connect every dollar to a result

Headcount planning without the back and forth

Show what IT spend is actually buying

Ops plans that move when the business does

Purpose-built solutions for industries

Healthcare

Manufacturing

SaaS

CPG

Retail

Healthcare

Planful for Healthcare

Manufacturing

Planful for Manufacturing

SaaS

Planful for SaaS

CPG

Planful for CPG

Retail

Planful for Retail