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Financial Reporting

Deliver self-service reporting in real-time

Financial Reporting

Elevate the financial IQ of all key decision makers

Effective financial and management reporting relies on your ability to present to leadership effectively, while investigating trends quickly.

Find it difficult to deliver timely information?
Do your end users understand the impact of their decisions?
Experiencing constant reporting errors?

Financial Reporting with Planful is automated, robust and secure. Provide your leadership board quality reporting while your team collaborates and investigates with drill-through, and ad-hoc analysis. Eliminate manual errors and trust your data.

“We wanted to increase their financial IQ so they could make decisions at a much quicker pace. Before, there was a lag between getting data and getting the analysis. With Planful, they could do that digging on their own.”

Michael ZambettiManager, Finance & Data Analytics at National DCP

How Planful Helps You

Ensure your reports and dashboards are as high quality as the data they represent. Spend time understanding your business, not formatting your reports.

Take corrective action with Predict: Signals, AI-driven anomaly detection enabling you with robust investigative capabilities to ensure confidence in presenting your numbers.

Cater to your process or business partner through native web based reporting and seamless Microsoft 365 integration.

Flexible Management and Regulatory Financial Reporting

Robust formatting capabilities ensure your reports appear the way your business partner and leadership needs them to look. From Reporting to Dashboards, gain insights the way you need.

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Collaborative Investigation

Natively collaborate, investigating all variances while robust AI/ML, drill-through, pivot, and ad-hoc capabilities ensure you have answers at your fingertips.

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Automated Report Distribution

Eliminate labor-intensive, error-prone reporting and aggregation through seamless interaction with all plans. Utilize manual or burst reporting to ensure your business partners and leaders receive their reports when they need them.

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Get Started with Planful

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    How much time will you save?
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