Planful Spotlight for Microsoft Office

Build dynamic reports directly in Microsoft Office, with data that’s refreshed with a single click.

Planful Spotlight for Microsoft Office

Make Presentations Painless

Spotlight for Microsoft Office lets you plan, present, and report with a sense of familiarity. Seamlessly build management and financial reports directly in Microsoft Excel, Word, and PowerPoint, with data updated dynamically from Planful’s single source of truth.

With one click, your data is refreshed, your spreadsheet, presentation, or document is updated, and you can move on with confidence.

How Planful helps you

  • Prepare Presentations With Ease
  • Automate to Save Time and Effort
  • Present With Confidence

Improve Data Accuracy and Timeliness

Refresh data with the push of a button. Harness the full power of Excel for information presentation while ensuring a single source of truth from a centralized, secure data store. Ensure data is always accurate, up to date, and trusted with security, data integrity, and full audit trails.

Reduce Time and Effort

Build presentations once and refresh the data as often as needed. Spotlight helps your teams save hundreds of hours on data preparation while eliminating errors, and present with confidence knowing the data is up to date.

You’re in Good Company

“We’ve been able to build budgets in a protected environment and consolidate them in a fraction of the time it took manually (minutes rather than days).”

Janet G. Finance and Accounting Leader at Oil & Gas Company

Streamline Accounting and Finance From Start to Finish

Accelerate access to actuals, create insightful reports and analysis, and manage financial and operational planning all within Planful.

Get Started with Planful

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