Your plan is only as good as the data behind it.

Q: Does Planful integrate with existing ERP systems like SAP, NetSuite and Oracle?

Yes. Planful has pre-built connectors for SAP (S/4HANA and ECC), NetSuite, Oracle, Microsoft Dynamics 365, QuickBooks, Acumatica, and Sage Intacct. Each connector is built for finance workflows, pulling trial balances, journal entries, chart of accounts, and cost center data directly into Planful.

Q: Are there limits on data volume or the number of sources I can connect?

Planful places no limits on data volume or the number of source systems. Whether your business runs on one ERP or pulls from a dozen sources across entities, bring in what you need. There are no caps and no additional charges for volume.

Q: How often can data be transferred into Planful?

As often as your business requires. We’ll work with you to match the cadence to the source. GL data might refresh a few times a day, while HRIS or payroll data might sync weekly or monthly. You set the schedule.

Q: What if we have a new system that I need to connect to Planful?

As your business evolves, adding new data sources is straightforward. Set up new integrations yourself using pre-built connectors, APIs, or low-code tools, or work with Planful’s team for guided support. Either way, Planful can get you connected.

Q: Is my data secure in Planful?

Yes. Planful is SOC 2 certified, GDPR compliant, and ISO 27001 certified. All data is encrypted in transit and at rest, with role-based access controls across the platform. To learn more about trust and security, visit our platform page.

Q: Is there anything you can't integrate with?

If your data is accessible, we can connect it. The only hard limit is truly offline data. If you have an edge case, tell us and we’ll find a way.

Every plan, forecast, and close starts the same way: pulling numbers from systems that don’t talk to each other, on different schedules, in different formats. By the time the data is ready, it’s already behind.

Planful connects your source systems and keeps data moving automatically.

Why teams love Planful integrations

Thousands of connectors. No data limits. Up and running in hours.

From set up to go live on the same day

Most integrations are live in hours, with field mappings finance controls from day one that Finance owns without waiting on IT.

Finance-specific connectors

NetSuite, Power BI, Snowflake connectors are built for finance workflows, with field mappings that match how finance teams actually use these systems.

The board pack that updates in a few clicks

Planful Spotlight keeps your Microsoft 365, Excel, PowerPoint, and Word files connected to Planful. One click refreshes everything and your board pack or weekly update are always ready to go.

No caps on sources, volume, or entities

Configure the schedule once, and Planful runs the data loads on time, every time. GL data, Payroll syncs, and pipeline flow without manual intervention.

How Planful integrations help you

Get data in from anywhere

Financial data lives in multiple systems. Planful connects to your source systems on a schedule you control, whether they’re cloud-based, on-premise, or delivered as a flat file. Most connections are live in hours. Once configured, the data keeps moving automatically.

Validate, transform, and trust what you're working with

Data from different systems rarely arrives in the same format. Planful lets you define data load rules, map fields, and validate data before it reaches your models. Built-in accuracy checks mean you’re building forecasts and reports on numbers you can stand behind.

Send results where it’s needed

When the work is done, Planful pushes results back out. Dashboards refresh. Reports update. The output of your planning work is available in the tools your team and stakeholders use to make decisions.

Your Excel and PowerPoint files, connected to Planful

Finance teams live in Microsoft 365. Planful Spotlight keeps that true, without the version risk. Connect your Excel models, PowerPoint decks, and Word reports directly to Planful’s data. One click refreshes everything. The numbers in your board pack, your variance report, and your weekly update are always current because they’re pulling from the same source as Planful itself.

Connect every system your data lives in

Planful pulls from the ERPs, HRIS, CRMs, and data warehouses your data already lives in, at the cadence your business runs on

ERP & Accounting

Your ERP is the source of truth for actuals. Planful connects directly to pull trial balances, journal entries, chart of accounts, and cost center data. Your plans and forecasts start from the same numbers your accounting team signs off on.

Integrations include: SAP, NetSuite, Oracle, Microsoft Dynamics 365, QuickBooks, Acumatica, Sage Intacct

HRIS & Workforce

Headcount is your largest cost driver. Planful connects to your HRIS to pull current employee data: positions, salaries, start dates, and departments. Your workforce plan reflects what’s actually in your HR system. When headcount changes, the model updates.

Integrations include: Workday, Paylocity, ADP, SuccessFactors

CRM & Revenue

Close rates and pipeline coverage drive your revenue forecast. Planful connects to your CRM to pull booking data, pipeline by stage, and deal-level detail. Your revenue model works from the same numbers your sales team sees, updated on the schedule you set.

Integrations include: Salesforce, HubSpot

Data Warehouse

If your data lives in Snowflake, Redshift, or MongoDB, Planful connects directly. Pull from your warehouse as a source for budgeting, consolidation, and reporting. Finance configures the connection in Planful.

Integrations include: Snowflake, Amazon Redshift, MongoDB, Google Drive

BI & Reporting

The work you do in Planful flows out to the tools where decisions get made. Push results to Power BI for dashboards, export to Workiva for external reporting, or keep Excel and PowerPoint files current through Planful Spotlight.

Integrations include: Power BI, Workiva, Tableau

Discover more about Planful integrations

See how Planful handles data integration by connecting source systems to automating data flows and sending results where your team needs them.

Frequently asked questions