Planning, Budgeting, & Forecasting

Planning, Budgeting, & Forecasting

Align with your strategy, plan with speed and agility. Read Customer Reviews

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Planning, Budgeting, & Forecasting

Plan With Speed and Agility

Plans, budgets, and forecasts need to reflect the reality of today’s uncertain landscape. Using stale data risks missed targets and misallocated funds. Planful makes it easy to gather the necessary data, make insightful decisions, and take action without time-consuming manual processes.

Too difficult to deliver timely information?

Making guesses based on outdated data?

Planning in disconnected, misaligned silos?

Planful helps align your strategic business objectives with planning, budgeting, and forecasting processes to drive actionable insights across your business. Eliminate the manual process of compiling spreadsheets providing your team with the time to analyze past performance and proactively adjust the forecast to adjust your business as the market changes.

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You’re in Good Company

“Our forecast system was error prone and time intensive. Now, we can create multiple scenarios, and we have immediate visibility. What used to take us days now takes us minutes with the click of a button.”

Tim ZueEVP & CFO at Boston Red Sox

How Planful Helps You

Take Back Time From Your Manual ProcessesReduce time spent creating budgets and forecasts across disconnected financial systems. Automate data collection and alleviate the risk of inaccuracy. Give your team more time to focus on bringing insights to the business.
Course Correct With AccuracyUse operational and financial models, financial plans, and forecasts to explore decisions from every angle. Then use these insights to drive action when new opportunities arise and market trends shift.
Empower Leaders Across the BusinessAdapt to strategic changes, help the business to shift more quickly, and align executive direction with business action.

Accelerate Planning With Pre-Built Financial Intelligence

Navigate through FP&A cycles with ease using pre-built templates for any planning, budgeting, or forecasting you have in mind. Built-in financial intelligence automatically stores, categorizes, and presents your data based on accounting properties.

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Adapt to Any Scenario With Accuracy

Identify risks and abnormalities based on current trends and then plan how to react. Explore multiple scenarios to assess the financial impact of potential decisions and determine how to pivot before the market changes.

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Collaborate on Plans Securely

Communicate with budget owners as they track actuals and update financial plans. Keep everyone on the same page with assumptions posted directly on financial plans, not lost in emails.

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