Proven success with 1,000+ leading companies

Bring All Your Data Together Securely

Planful understands your need for confidentiality, integrity, and security even as the business needs data for insight-driven decisions. Our multi-layered approach to protecting your information is mission-critical to how we help you make confident financial decisions. Constant monitoring and continuous improvement of our platform ensure only those granted permission can access your data.

At Planful, trust extends beyond our platform to how we do business; delivering our services professionally, reliably, and transparently.

See How Planful Works

See How Customers Make Insightful Financial Decisions With Ease


annual savings


faster Reporting


hours Cut

Trusted Security

At Planful, trust extends beyond our technology to how we do busines, so we secure our services professionally, reliably and transparently.

  • SSAE-18/SOC1 Type II, AT-101/SOC2 Type II, and AT-101/SOC3 audits
  • HIPAA and HITECH (HIPAA BAA) audit
  • TrustArc Privacy Seal, EU-US Privacy Shield, and Swiss-US Privacy Shield certified
  • Internal & third-party penetration testing
See Planful in Action

System Status

Transparency is the foundation of trust. We offer full visibility into our system status and historical performance.

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