--- title: "Planful Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Planful the right Budgeting solution for you? Explore 77 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/reviews/" page_type: "reviews" language: "en" publication_date: "2026-09-29" --- Planful 4.3 (77) [View alternatives](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated September 29th, 2026 # Reviews of Planful Ease of use 4.2 Customer Service 4.4 ## Pros and Cons in Reviews TV Tiff V EngineerConsumer Services, 2 - 10 employeesUsed the software for: Less than 6 months. “Planful automates our reporting and analysis and the investigation tool allows us to use AI for more insights.“ July 7, 2025 MG Margaux G Operations DirectorHospital & Health Care, 51 - 200 employeesUsed the software for: 6-12 months. “Setting up logic for handling the distribution of expenses for multiple cost centers was not very flexible as expected, and more tailoring was required.“ April 15, 2025 AY Alisha Y ClaimsInsurance, 10,001+ employeesUsed the software for: More than 2 years. “This is a powerful financial reporting tool which we use to forecast and budget within the team.“ December 15, 2024 aB ayoub B FreelancerComputer Software, Self-employedUsed the software for: 6-12 months. “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.“ April 25, 2025 CM Charlene M SelfArts and Crafts, Self-employedUsed the software for: 1-2 years. “Very streamlined process that makes it easy for you to complete your tasks such managing a budget to predicting an accurate forecast.“ July 13, 2025 IZ Ivan Z Licenciado en Sistemas de InformaciónUtilities, 51 - 200 employeesUsed the software for: 1-2 years. “One of its main drawbacks is the steep learning curve, which can make initial adoption challenging and often requires specialized training to fully leverage all of its features“ May 10, 2025 IZ Ivan Z Licenciado en Sistemas de InformaciónUtilities, 51 - 200 employeesUsed the software for: 1-2 years. “Its ability to integrate with other systems and its analytics tools make it an ideal choice for financial teams.“ May 10, 2025 aB ayoub B FreelancerComputer Software, Self-employedUsed the software for: 6-12 months. “A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.“ April 25, 2025 ## Showing most helpful reviews Showing 1-25 of 77 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Lauren M. Financial Analyst Building Materials Used the software for: 2+ years ### "It's a life saver for reporting" October 14, 2017 4.0 Pros Ease of reporting and planning. The reports are fast to make and can very easily be taught to other users. Also since it is in the cloud, there are many tiers of security features for customization. Cons New features and cross browser supporting don't function the best. The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome. Review Source MM Marjo M. IT Manager Media Production Used the software for: 1-2 years ### "A Must Have and Reliable Business Accounting Solution " December 17, 2024 5.0 Pros I like the great accounting features and capabilities. Handles business accounting like a pro and allows multiple integrations. Cons Planful has met most of our needs seamlessly. No dislikes. Switched from [Hurdlr](https://www.capterra.com/p/204042/Hurdlr/)[Sage 200](https://www.capterra.com/p/227604/Sage-200cloud/)[SBS Financials](https://www.capterra.com/p/146890/SBS-Financials-Suite/) Planful handles not only accounting but also budgeting and planning making it a far much better choice considering also the price point. Review Source MP Matthew P. Director Religious Institutions Used the software for: 1-2 years ### "Planful Effective but Gruesome to Learn" March 22, 2025 3.0 Frustrating and not user-friendly. For context, this is perhaps the sixth software that I’ve had to learn in three years Pros Planful does a good job of gathering aggregate data. Cons Tall learning curve. Hard to ‘make macros’ or create recurring data searches Review Source VR Verified Reviewer Sr. Financial Business Specialist Information Technology and Services Used the software for: 2+ years ### "Great FP&A Product" September 24, 2021 4.0 We've reduced the use of excel spreadsheets for budgeting/forecasting by using this tool. It's simplified our budget and forecasting process and it keeps getting easier each year. Pros They listen to their customers and are always making improvements to the product. It's easy to use and they have so many resources (support chat, community, training, etc). Cons The support was not great when we first implemented the tool. They've come a long way and are truly supportive of all questions I have. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) We used a custom built tool that was clunky and time consuming with a lot of side spreadsheets. Review Source VR Verified Reviewer Self Arts and Crafts Used the software for: 1-2 years ### "Great financial asset" July 13, 2025 4.0 For the most part, easy input, navigation, and data analysis is very user friendly. This is a good software for financial savvy users and non savvy users. Very streamlined process that makes it easy for you to complete your tasks such managing a budget to predicting an accurate forecast. Pros Looking for an easy approach to all those financial tasks that you have to do and need it to be simple, streamlined, and efficient? This is it! Easy to navigate and the features are also easy to use! Cons Sometimes it requires a manual upload, and can be challenging for new users, and customization options are more limited. It can also slow down when processing large amounts of data. Review Source JA Joseph A. Chief Financial Officer Computer Games Used the software for: 2+ years ### "Unfortunately Planful never worked let alone met the expectations from the sales pitch" March 13, 2024 1.0 Pros \- That the licence was only three years long Cons \- The planning feature was almost impossible to use - Any new features were always only available at a price never as part of what we already were paying for - The integrators were oversold and never worked despite being paid for - The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long Alternatives considered [CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) Reason for choosing Planful Pricing, and the support offered from the onboarding team, as well as out of the box integrations. Review Source VR Verified Reviewer Licenciado en Sistemas de Información Utilities Used the software for: 1-2 years ### "Planful: Is It Worth It for Your Business Finances?" May 10, 2025 4.0 Planful is a robust solution for mid-sized companies looking to optimize and automate their financial processes. Its ability to integrate with other systems and its analytics tools make it an ideal choice for financial teams. Pros It allows for detailed analysis in budgeting and scenario planning, thanks to Planful's advanced tools, which even enable integration with various ERP and CRM systems. This optimizes time during data consolidation and reduces manual errors. Cons One of its main drawbacks is the steep learning curve, which can make initial adoption challenging and often requires specialized training to fully leverage all of its features Review Source MY Matt Y. Owner Building Materials Used the software for: Less than 6 months ### "Easy to learn Software" September 23, 2025 5.0 The best software. Pros Easy to use. Easy to use and polite customer service. would recommend to anyone. Did not take long to learn Cons No issues. Review Source JC Jess C. Accounts Receivable Accounting Used the software for: 1-2 years ### "Planful Review" April 15, 2025 5.0 Pros I like that this software makes it incredibly easy for budgeting. Cons There is nothing specific that I dislike about this product. Review Source GB Gideon B. Customer Manager Media Production Used the software for: 2+ years ### "Execeptional accounting software " March 16, 2025 5.0 My experience with Planful has been breath-taking. The software is at another level. It has an automatic analytics and measurement system which ensures effective implementation. Pros Effectiveness of the software in account progress management and account based advertising. Cons The software is very comprehensive and reliable. No dislike. Review Source YJ Yazan J. Financial Manager Accounting Used the software for: 6-12 months ### "Financial Planning Program" May 12, 2025 5.0 Pros I used this software to simplify workflow, reporting, and budget updates. The key benefit is simple manual data entry and reduced time spent in the work environment. Cons While the software is time-consuming and performs well, it requires experience with the user interface and a user with financial planning experience. Review Source SL Shani L. Electrical Accounting Used the software for: Less than 6 months ### "Great and high quality" July 19, 2025 5.0 Pros The Planful is so Excellent and high quality.. I am very satisfied with it and will continue to use it Cons I love its quality. It is easy to use. It is very organized and I am very pleased with it as well and love it Review Source VG Victoria G. Service support worker Individual & Family Services Used the software for: Less than 6 months ### "Looking for a good financial plan this is the one" March 30, 2025 5.0 Pros Overall it was pretty easy-to-use everything was where you needed it to be Cons Nothing really like i said it was very easy to use Review Source PP Purva P. User Accounting Used the software for: 6-12 months ### "Planful is a must have " January 21, 2025 5.0 I enjoy planful it’s made me more accountable and productive in my daily life. Pros I like how easy and accessible the app is. It’s easy to use and helps me plan well. Cons I have nothing to write that’s bad about planful. It’s helped me become so much more productive Review Source AW Angel W. IT Controller Construction Used the software for: 2+ years ### "Solid tool that will help you manage your budget with ease!" September 27, 2021 4.0 It was rocky at first, but has been absolutely fantastic in the past 2 years. We have gone from being 10-13% under budget to about 1/2% under budget last year, and it's truly because this tool allows all of our managers to view everything with ease. Pros All the features we needed in one tool: Workforce planning, budgeting, forecasting, financial reporting and easy creation of management reporting. Cons There are several enhancements that I intend to discuss with our customer success manager BUT I have no doubt, with the release schedule Planful is on, these items will be easy to incorporate into our environment. If I had to choose one that that I least like about the software, it's simply that I would suggest that your implementation partners completely understand your structure and what any reports you need to gain/create in the software. Years ago when we implemented (which I'm sure it has improved since then) there were features and items that weren't even discussed that we discovered later. Review Source MN Matthew N. Finance Manager Hospital & Health Care Used the software for: 2+ years ### "Solid Choice" September 29, 2021 4.0 Pros I like that most of this software is tight and reasonable in size. On the surface anything can be intimidating to a new user but we have a small team that has been able to manage this across many hospitals and types of users. We have put in a lot of work but without much IT support which makes this valuable. Cons Processes and building infrastructure around raw data can be tricky. We do not have a data warehouse which makes things difficult with connecting data. For me this software is a mid tier product in some ways so it seemed logical that they would realize companies may not have solid infrastructure to support fast and elaborate functions provided. In a perfect world the system could be more of a one stop shop or help get us there. Review Source VB Victoria B. Sr. Financial Analyst Insurance Used the software for: 2+ years ### "Review of Planful" September 24, 2021 4.0 Pros We use this software for our month-end close process to consolidate financials and publish our monthly financial package to management and other various internal/external partners. The software is easy to navigate and helps us quickly consolidate financial data for all of our entities each month. Cons There aren't any specific features that I dislike about the software at the moment, however the Planful support portal/team hasn't always been the most helpful when it comes to troubleshooting issues in a timely manner. Review Source PG Phil G. Financial analyst Accounting Used the software for: 1-2 years ### "Good FP&A software" May 9, 2024 5.0 Pros Ease of use and ability to quickly customize reports Cons Some budget templates required some backend work to adhere to our needs Review Source DC David C. Head of Financial Systems Used the software for: 2+ years ### "Host Analytics has decreased our dependency on excel and has allowed us to forecast concurrently. " September 12, 2017 5.0 Pros We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements. Administration of the core app and spotlight is straightforward and not time consuming. We can now complete a forecast in 4 hours versus a week+ that it look using excel. Cons We would love to see more data visualization features added to the core app along with a Mac compatible spotlight extension. Review Source VR Verified Reviewer Financial Analyst Mental Health Care Used the software for: Less than 6 months ### "Planful" October 5, 2021 5.0 Pros User interface is very friendly along with support. I enjoy the accessibility to create and analyze different reports with ease. Cons more excel like features on the web software. Review Source NJ Nikita J. Finance Manager Used the software for: 2+ years ### "Good planning tool that integrates well with excel" September 13, 2017 4.0 Scale for team! Pros We plan by detail and this tool allows us to do that. Modeling cloud is nice as it is more flexible. Cons This tool is good but we did a lot of customization for CAPEX, BS, cash flow forecasting which requires a lot of time. Review Source LB Lanny B. Senior Financial Planning Analyst Used the software for: 1-2 years ### "Using Host has been much more user friendly than our previous reporting and planning software." September 19, 2017 5.0 Pros I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates. Cons I would love to be able to use the workforce reporting to run budget vs. actual HR data. I'd also love to see a dashboard available within the next year or so. Review Source SW Scott W. Director of Financial Planning & Analysis Health, Wellness and Fitness Used the software for: 2+ years ### "Director of Financial Planning & Analysis" November 17, 2018 4.0 Pros Centralizes our planning, budgeting, & forecasting efforts. Quick roll-up of updates and opportunity to copy versions for running alternate scenarios. Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners. Cons Core functionality doesn't lend itself to efficient sales reporting Review Source aC andrea C. Analyst Online Media Used the software for: 6-12 months ### "Great experience for me. We have a dedicated business systems resource on our team who helps a lot." September 25, 2017 5.0 Great experience for me. We have a dedicated business systems resource on our team who helps a lot. Pros I like the flexibility and fluidity of working in the cloud so there is no more verison-ing of excel files and having to wait for input from others. Cons There is definitely some upfront legwork to get input templates/reports where you want them to be. But once you have something you like, it's much easier to work with from there. Review Source DF Daniel F. Sr Financial Analyst Marketing and Advertising Used the software for: 6-12 months ### "Financial Planning tool with great reporting!" August 29, 2017 4.0 Pros Great reporting tool Fully customizable to your business Able to assign different users with different permissions/access Cons Not self-serve initial setup, but most financial planning software falls under this category Initially it can seem a bit daunting to remember everything, but it gets better Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.