Unlock financial visibility with a single source of truth.
Continuous Planning and Single- Platform Consolidation with Planful
Reduction in time to report financial plans & results
Average ROI customers receive over 3 years
Reduction in overall monthly close cycles
Why Planful?
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.
Budget, Plan and Forecast with Speed and Agility
Compliment Planful’s pre-built templates for any planning, budgeting or financial forecasting with the power of native AI/ML. Take the guesswork out of reviewing actuals or variance analysis and ensure accuracy is never compromised by testing your financials for errors or missed entries.
Define Your Annual Operating Plan with Collaboration
A comprehensive financial planning platform for businesses seeking to build their baseline annual plan across multiple business units, monitor against deviations from plan and collaborate for team based financial planning and forecasting.
Optimize Cash with Driver Based Forecasting
Optimize cash, shore up your capital position, and extend your runway to build business resilience. Planful’s 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.
Adapt to Change With Rolling Forecasts
Achieve continuous planning excellence, providing real-time visibility into key financial metrics and allowing for agile planning and decision-making in a rapidly changing business environment.
Bring Certainty to Any Scenario
Create real-time insights more confidently so you can pivot in a rapidly changing business landscape. Harness the power of centralized data to analyze multiple scenarios quickly and efficiently, empowering the business to make informed decisions based on ad-hoc analysis and a range of built-in models.
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Deliver Self-Service Reporting in Real-Time
Elevate the financial IQ of all key decision-makers. Spend more time understanding your business and less time formatting reports, while ensuring quality and accuracy with drill-through and ad-hoc analysis.
The Planful Platform
Performance at scale across all corners of the business
Close and Consolidation
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
Popular Planful Questions
Have Questions? Look below for popular questions, or speak to our team for a free initial consultation
Who is Planful for?
What is Planful Marketing?
Planful’s marketing solution, formerly known as Plannuh, enables you to measure your marketing at every level of your plan for full visibility and team efficiency. It’s ideal for teams that don’t have clear visibility to their marketing department spends, budgets and ROI. Speak to the Forpoint team to find out more.
How is Planful different to Workday?
Planful and Workday Adaptive Insights both offer robust CPM features for scaling organizations.
Planful distinguishes itself with its ease of implementation and prebuilt capabilities. The platform also has out-of-the-box feature set, which does not require extensive modification. Planful also adapts well to dynamic budgeting in the air. This capability provides greater financial flexibility to major organisations and corporations.
Workday excels in terms of usability, particularly among professionals who are unfamiliar with CPM technologies. Workday Adaptive Planning’s Office Connect capability, which enables users who are more familiar with Excel-based corporate performance management to transfer more quickly to the Workday platform. The user interface is also more user-friendly and accessible.
Can Planful integrate into my existing ERP?
Yes, Forpoint can implement Planful to most existing ERP’s and accounting software to create a seamless accounting solution.
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
Why Choose Forpoint for your finance transformation?
It's important to have an experienced team by your side through these complex projects. We've helped hundreds of clients succeed with guidance, implementation & support.
Local Support
Forpoint have a local support team to guide and implement your transformation
Our Experience
We've helped hundreds of companies transform their finance function.
Trusted Advice
We choose to partner with a range of software so we can tailor your perfect solution.
Value & Flexibility
Sensible rates on projects, ad-hoc or prepaid services which deliver great value and flexibility in all assignments.
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At Forpoint we understand complex finance ecosystems no matter what your industry demands. We provide tailored solutions to your needs and size, allowing us to grow with you as your company grows.