Planful

Financial Consolidation

Automate your close, reduce risk, and report faster.

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Close the Books in Hours Instead of Days

The typical financial close and consolidation relies on an abundance of data, manual processes, disconnected and complex spreadsheets, and email-driven collaboration. It’s a slow, friction-filled, error-prone way to gather, organize, and report on your business data.

Mapping too many data sources?
Missing performance data during reporting?
Manual data gathering taking too long?

Planful expedites the financial consolidation process and allows your team to allocate their time to understanding company performance. Automate the data load and validation process, eliminate and adjust data, and instantaneously report using data you can trust. Drive every close with speed, data integrity, and collaboration in mind.

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How Planful Helps You

  • Save Time With Accelerated Monthly CyclesAutomate the data load and validation process to establish a baseline quickly. Further automate eliminations and recurring journal entries to arrive at consolidated reports in hours instead of days.
  • Empower Your Team With Flexible ReportingCollaborate with the business by understanding the details of business performance. Slice and dice your data, perform ad hoc analysis, and provide insights to enable meaningful conversations with the business.
  • Manage Your Data in a Single Source of TruthGain visibility and increase trust in your data by seamlessly integrating multiple charts of accounts into a single consolidated solution.

Close the Door on Manual Processes

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Rolling Forecasts

Build a plan that adapts as your business changes

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Workforce Planning

Build your workforce of tomorrow

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Scenario Analysis

Explore every option, ready to pivot at a moment’s notice

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