Continuous Planning and Single- Platform Consolidation with Planful

Unlock financial visibility with a single source of truth.

 

 

Make fast, insightful decisions with confidence by providing speed, automation, and ownership. Automate manual processes without IT administration to close the books fast. Planful empowers customers to plan with flexibility and control by providing scalability, continuous innovation, and dedicated support with deep domain expertise. Powerful pre-built financial and operational planning capabilities.

Trusted by 1000+ organisations with proven success.

98%

Reduction it time to report financial plans & results

393%

Average ROI customers receive over 3 years

80%

Reduction in overall monthly close cycles

Planful helps customers create financial visibility across the business by providing exceptional service matched with a comprehensive solution that is easy to use. Planful’s powerful platform for all major use cases lets you access a single source of truth with robust, AI-driven reporting.

The Planful Platform

Performance at scale across all corners of the business

Close and Consolidation

  • Multi-Entity Consolidation
  • InterCompany eliminations
  • Multicurrency FX
  • Account Reconciliations
  • Accelerated Actuals
  • … and more
  • Pre-built consolidation
  • Dynamic and recurring journal entries
  • Intercompany eliminations
  • Non-controlling interest
  • Currency conversion; local, interim, and functional currencies
  • Multiple hierarchies (tax, IFRS and GAAP)
  • Multiple subsidiaries
  • Automatic data validations
  • Role-based security and workflow
  • Audit trails and audit logs
  • Consolidation process control and activity reporting
  • Close status dashboard and reporting
  • Workflow management
  • Month-end transaction matching
  • Automated balance sheet reconciliation
  • Workflow and task management
  • Reporting and analysis

Financial Reporting

  • Board/Mgmt Reporting
  • Ad Hoc Reporting
  • Regulatory Reporting
  • Dashboards
  • Multidimensional
  • …and more
  • Dynamic Reports
  • Standard reporting templates
  • Transaction detail drill-down
  • User-defined attributes
  • Substitution variables
  • Automated role-based report distribution
  • Dynamic report collation
  • Email notifications
  • Easy drag-and-drop dashboard creation
  • Dynamic drill-through into details
  • Predict Signals: AI Anomaly Detection
  • Predict Projections: Intelligent Forecasting
  • Dynamic integration with MS Excel, Word, and PPT
  • Multi-dimensional query and analysis
  • Self-service MS Office-based reporting and analysis

Financial Planning

  • Annual Operating Plan
  • Rolling Forecasts
  • Cash Flow Forecasting
  • CapEx / OpEx Planning
  • Workforce Planning
  • …and more
  • Pre-built planning templates
  • Automatic financial intelligence
  • Excel formula language and user experience
  • Point-and-click Setup
  • Unlimited forecast scenarios
  • Multi currency support
  • Audit trail, and audit logs
  • Offline planning
  • Unlimited EPM data storage
  • Pre-built Workforce Planning templates
  • Pre-built Advanced Capital Planning templates
  • Workflow and Task Management

Operational Planning

  • Driver-Based Planning
  • SKU-Level Planning
  • Long Range Planning
  • Demand Planning
  • Sales & Ops Planning
  • …and more
  • Extended driver-based modeling with unlimited models, scenarios, dimensions, data sets, and calculations
  • Model at any level in a hierarchy, with top-down modeling automatically allocating the impact of higher level changes to lower levels, or bottom-up modeling automatically aggregating to higher levels
  • Dynamic dimensions let you add dimensions, members and calculations at will
  • Quickly modify assumptions and recalculate results across large data sets at high speeds
  • Connected operational models and financial plans
  • Model Manager, view and understand your models at a glance
  • Breakback for automated, top-down calculation and allocation
  • External data sources

Unified data within the Planful platform

Open APIs | Actuals Data Template | Web Services | Cloud Services | Integration Services

Transform Your Business with Modern Finance

Decision agility, planning flexibility, and financial visibility for the entire business – scalable to your needs with control and flexibility.

Integrations

Planful has connectors to over 1,000  business applications.

Planful Resources

White Paper: Best Practices in Financial Planning and Analysis

White Paper: Best Practices in Financial Consolidation and Reporting

White Paper: 3 Critical Phases of Finance Transformation

Case study: Specialized rides a workforce strategy across the globe

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