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Grab your copyTransform your FP&A function with Planful’s financial planning software. Built for speed, accuracy, and confidence, and enhanced Planful AI, you’ll be planning your way to success and have time left over to bring it to life.
Designed specifically for Finance, balancing pre-built capabilities with flexible functionality to empower teams to plan and act with confidence.
Built to grow with your business and adapt through change, while meeting the unique demands of financial performance management, from planning to reporting and beyond.
A complete solution that brings together every aspect of financial performance management in one place, eliminating silos and complexity.
Familiar Excel syntax, an intuitive interface, and AI-powered assistance make it simple for teams to learn, adopt, and succeed quickly.
Empower finance teams with real-time visibility, automation, and scalability to streamline close, consolidations, and reporting—all in one platform.
Navigating complex spreadsheet models keeps you from responding quickly to ad-hoc requests. Increase planning and forecasting agility to match the constant demand for answers.
Drive valuable insights into the business to identify trends and anomalies during the financial planning process. Uncover opportunities for cost savings and revenue growth while avoiding risks and concerns.
Leverage pre-built templates to minimize errors, reduce manual input, and speed up planning, budgeting and forcasting processes across your complex entity structure.
Rapidly prepare and maintain models and analyze data across your entities. Spend time understanding your business, not worrying about version control and formatting.
Ensure platform-wide data confidentiality, integrity, and availability. Seamless integrations to existing systems ensures your team can maintain data security.
Elevate financial conversations with one-click access, notifications, commentary, and easy-to-fill shareable templates that every business user will appreciate.
In Reporting Time
Cut for every 4 week close
Quarterly business prep
Streamline your financial workflows with Planful’s pre-built templates designed for efficient planning, budgeting, and forecasting. Validate your data, simplify variance analysis, and ensure accuracy every step of the way, so your financial data is always reliable and ready to drive better decisions.
Planful AI transforms how finance teams operate by automating repetitive tasks, detecting anomalies, and generating actionable insights. Built with explainable AI outputs and a human-centric approach, Planful AI ensures you stay in control while driving efficiency and accuracy across all financial workflows.
Achieve continuous planning excellence, providing real-time visibility into key financial metrics and enabling agile planning and decision-making in a rapidly changing business environment. Plus, boost forecast clarity and accuracy with AI.
Optimize cash, shore up your capital position, and extend your runway to build business resilience. Advanced financial planning software gives full visibility into cash balances. Adjust key drivers to manage your cash position with ease, enabling you to make informed decisions and course correct in the moment.
Deliver real-time, self-service reporting with powerful drill-through capabilities and ad-hoc analysis. Spotlight for Microsoft 365 extends Planful into Excel, Word, and PowerPoint so you can refresh data with one click and seamlessly build, analyze, and share reports from a single source of truth.
Regardless of how you approach financial planning, Planful is the perfect partner for sales teams to drive peak financial performance.