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Planful brings financial performance management —budgeting, planning, forecasting, modeling, reporting, and more — to the entire organization.
Our target clients are companies that are overgrowing spreadsheets, have 200+ employees, with multiple people collaborating in financial planning, and who are struggling with spreadsheet tools daily.
Its attractive pricing and feature rich functionality and great support make it a solid offering to prospective users.
The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.
I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.
Can include links to images of transaction source documents, providing great transparency in reporting. Spotlight for Excel add in to develop custom, refreshable reports is a great help.
The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.
My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.
Planful
Top FeaturesFarseer
Planful
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Farseer
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