Take Control of Your Strategic Financial Planning Process
Build better strategic financial plans with faster access to more accurate data.
More Strategic Planning, Less Pain
The strategic financial planning process is never easy. There’s data to collect, input and feedback to gather, and models to prepare. And when it’s built across multiple spreadsheets, using a process managed by email, with data manually pasted from various systems, it’s hard to be completely confident in the resulting output.
Planful automates the tedium and manual steps behind the strategic planning process so you can spend more time analyzing and collaborating and less time fighting with spreadsheets. Leverage pre-built, best-practice templates so you can quickly get to work and keep driving your fast-moving business towards success.
vs. Planful Strategic Planning
Struggle to manage the strategic financial planning process via email
Drive a faster and more collaborative planning process
Manually cobble together strategic plans from scratch
Create new plans with ease using pre-built templates and processes
Spend days copying, pasting, and consolidating data from multiple systems
Create faster, more accurate plans with fast access to the required data
Waste time chasing contributors, reminding reviewers, and gathering feedback from the business
Closely collaborate with everyone across the enterprise
See What Happens When Teams Use Planful
to Automate Manual Finance Processes
Pre-built planning templates
No matter what kind of planning, budget, or forecasting method, use pre-built templates or build custom templates to suit any requirements. Whether it’s for large projects, model mergers and acquisitions, or to evaluate functional decisions, ensure that every project has a high impact on P&L, balance sheet, and cash flows.
Robust and repeatable planning workflows
Use workflows to manage the plan’s submission, reviews, and approvals to ensure everything is vetted properly and submitted on time. Quickly run a workflow status report to see submission status of every department to decipher planning process status, roadblocks, and critical deadlines. Email updates are automatically sent at each step of the workflow to the relevant stakeholders everyone knows when action is required.
Empowered collaboration for better business planning
Leverage Planful to work closely with budget owners, contributors, and stakeholders to keep the planning process on track and on target. Let budget owners quickly contribute and update financial plans more efficiently with the easy-to-use interface. Quickly send messages, post assumptions, and add comments without switching applications. Update and revise plans anytime, from anywhere with offline capabilities.
Related Use Cases
A trusted leader in Continuous Planning
Planful, formerly known as Host Analytics, Named a Leader in the 2019 Gartner Magic Quadrant for Cloud Financial Planning and Analysis Solutions.
Named a Major Player in EPM Analytic Applications
Leader in CPM Value Matrix for Seven Years Running