---
title: "Planful Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Planful Software - reviews, pricing plans, popular comparisons to other Budgeting products and more."
source_url: "https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/"
page_type: "product"
language: "en"
publication_date: "2026-10-19"
---

# 

 Planful Software Review 2026: Features, Integrations, Pros & Cons

Last updated on October 19, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Planful

## What is Planful?

Easily budget, plan, and forecast with agility using Planful, the trailblazer in end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. Trusted by over 1,400 customers, including industry leaders like Boston Red Sox, Del Monte, Five Guys, and FIGS, Planful accelerates cycle times, enhances productivity, and ensures accuracy throughout the entire FP&A process.

## What is Planful used for?

[Budgeting](https://www.capterra.com/budgeting-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Reporting](https://www.capterra.com/reporting-software/)

Recognitions

Shortlist

Top alternative

Featured

Overall rating

Based on 87 user reviews

Reviews sentiment

Positive

93%

Neutral

5%

Negative

2%

### Starting price

Free trial not available

Capterra Shortlist charts the highest-rated and most popular products...

-   Business Intelligence / 2026
-   Financial Reporting / 2026

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Planful?[Manage this product listing](https://www.g2.com/products/planful/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Planful

4.4 (87)

VS.

[4.4 (3,339)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting Price

Contact vendor

Starting Price

$25

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.3 (87)

Ease Of Use

4.4 (250)

Value For Money

4.3 (81)

Value For Money

4.2 (241)

Customer Service

4.4 (84)

Customer Service

4.0 (245)

## Planful alternatives

[4.3 (718)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

86%

of reviewers

rated it above 4 stars

[4.2 (2,085)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[4.4 (112)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/)

Starting price

$50000.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

Highest Rated

[Datarails](https://www.capterra.com/p/177451/DataRails/)

[4.7 (250)](https://www.capterra.com/p/177451/DataRails/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

100%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/177451/DataRails/)

[View all alternatives](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/alternatives/)

## FAQs about Planful

Overview

### What problems does Planful solve?

Planful solves slow, error-prone budgeting, forecasting, consolidation, and monthly reporting caused by disconnected spreadsheets and inconsistent charts of accounts. Finance, FP&A, accounting, and budget owners use it to centralize ERP data, model scenarios, compare budget-to-actuals, manage workforce plans, drill into variances, and distribute scheduled reports.

Answer based on 51 reviews

Overview

### Which roles and teams benefit most from Planful?

Planful is most used by financial analysts, FP&A teams, finance managers, and accountants for budgeting, forecasting, reporting, and variance analysis. Finance and data analytics leaders use it to consolidate planning data and track performance, while executives and operations leaders review financial results to support decisions and resource planning.

Answer based on 77 reviews

Overview

### What company size and industries is Planful built for?

Planful is built for small businesses, especially accounting teams, while bringing financial performance management to the entire organization. Reviewers are 44% small business, 34% enterprise, and 22% midsize. Accounting represents 12% of users, followed by computer software and insurance at 6% each.

Answer based on 77 reviews

Features and Usability

### What are the key features of Planful?

Planful includes core budgeting and forecasting, scenario planning, financial reporting, and financial consolidation and close management. Differentiating capabilities include multi-entity roll-ups, intercompany eliminations, ERP and accounting integrations, and scheduled report distribution. Reviewers also frequently discuss customizable reporting, centralized data management, workforce planning, and team collaboration.

Answer based on 33 reviews

Integrations

### Which third-party tools and platforms does Planful integrate with?

Planful integrates with 10 third-party tools, including Acumatica Cloud ERP, BlackLine, Boomi, Google Ads, Google Drive, Google Sheets, Microsoft Excel, NetSuite, Paylocity, and Sage Intacct. These connections support financial planning, ERP data exchange, payroll data, spreadsheet-based reporting, cloud storage, advertising data, and workflow automation.

Answer based on 11 reviews

Getting Started and Support

### How easy is it to onboard and train a team on Planful?

Planful offers in-person and live online training, webinars, documentation, and videos. Reviewers find core budgeting, reporting, and Excel-based workflows approachable for nontechnical end users after initial guidance. Admins and teams configuring models, hierarchies, data loads, or Spotlight may need more time and specialized training, with some users seeking deeper, updated tutorials.

Answer based on 20 reviews

Getting Started and Support

### What customer support options does Planful offer, and how do users rate the experience?

Planful offers email/help desk, FAQ/forum, knowledge base, phone support, and chat. Users often describe support staff as helpful, polite, thorough, and responsive, particularly after implementation. Some users report slower responses for urgent issues and say training materials can feel basic or outdated, though learning resources and videos are useful.

Answer based on 17 reviews

Features and Usability

### How well does Planful handle budgeting and forecasting?

Planful simplifies budgeting and forecasting by centralizing plans, versions, and contributor input in an Excel-familiar workspace. Finance teams value scenario modeling, budget-to-actual analysis, workforce planning, and ERP-connected data that reduce spreadsheet work. Initial configuration, templates, and custom planning models can still require financial planning experience and backend setup.

Answer based on 28 reviews

Features and Usability

### How well does Planful manage financial data?

Planful centralizes financial data from ERP, accounting, and other business systems for consistent reporting and planning. Finance teams value data consolidation, flexible hierarchies, controlled access, and fewer spreadsheet errors. However, data pulls and large uploads can be slow, while legacy integrations, manual uploads, and complex workforce data loads may require added preparation.

Answer based on 23 reviews

## Features

AI summary

Based on 1,580 Budgeting reviews

Capterra data shows that buyers of budgeting software rank the following features as their top priorities:

-   **Reporting/Analytics** (**60%** of reviewers rated this feature as critical)
-   **Data Import/Export** (**55%**)
-   **Profit/Loss Statement** (**57%**)

Planful supports all three features that reviewers rate most highly: **Reporting/Analytics**, **Data Import/Export**, and **Profit/Loss Statement**. Together, these capabilities help businesses track financial performance, move data in and out of the system more efficiently, and review profit and loss results with greater clarity, allowing teams to make better budgeting and planning decisions.

Reporting/Analytics

4.2 (17)

88.24% of 17 reviewers that rated this feature as important or highly important

View and track pertinent metrics to find patterns and gain insights from data

Data Import/Export

4.0 (23)

86.96% of 23 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Profit/Loss Statement

4.6 (21)

80.95% of 21 reviewers that rated this feature as important or highly important

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Income & Balance Sheet

4.5 (29)

75.86% of 29 reviewers that rated this feature as important or highly important

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

General Ledger

4.5 (12)

83.33% of 12 reviewers that rated this feature as important or highly important

Centralized accounting record which tracks all financial transactions

Financial Management

4.4 (12)

91.67% of 12 reviewers that rated this feature as important or highly important

Plan, manage, and track the financial activities of an individual or organization

Planful 75 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Accounts Receivable: Track outstanding invoices and the money owed from clients
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Bank Reconciliation: Compare and match accounting/financial records with corresponding bank statements
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Reports: Alter the layout and content of reports
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Connectors: Connect to big data sources
- Data Import/Export: Import and export data to and from software applications
- Data Integration: Combining data from different sources and providing a unified view
- Data Management: Ability to handle large datasets
- Data Visualization: Graphical representation of data
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Expense Tracking: Monitor and record expenses such as purchases or charges incurred
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Forecasting: Form predictions based on past and present data/trends
- General Ledger: Centralized accounting record which tracks all financial transactions
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Idea Management: Create, collect, discuss, improve, and evaluate insights or alternative thinking before starting projects
- Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
- Journal Entry Processing: Initiate, document and approve journal entries throughout the accounting cycle
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Marketing Reports: Reports specific to marketing and associated campaigns
- Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making
- Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location
- Multi-Currency: Manage and handle various international currencies
- Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
- Multiple Data Sources: Allows users to manage data from a number of sources
- Multiple Projects: Ability to handle several projects simultaneously
- OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
- Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Predictive Analytics: Predict future data based on historical data sets
- Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
- Project Accounting: Manage and track financials on a project-to-project basis
- Project Planning: Organize and schedule projects
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Real-Time Analytics: Analyze and gain insights into data in real-time
- Real-Time Data: Receive data and information in real time
- Real-Time Reporting: Active reporting of data and metrics
- Relational Display: Relationship diagram view that arranges items in data based on the relationships between them in a freeform graph.
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Roadmapping: Identifying desired outcomes and important milestones and creating a plan on how to achieve them
- Sales Reports: Reports specific to sales analysis for trends and strategies
- Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers.
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Task Management: Create, manage and track all task activities and progression
- Version Control: Track revisions and updates made to files and navigate between different versions
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Visual Discovery: Process of visually navigating data and applying analytics to detect patterns, gain insight, and answer specific business queries.

---

Get Advice

We can help you find the software with the features you need.

Features

4.4 (87)

4.4

Based on 87 reviews

## Pricing

Value for money

4.3 (81)

### Starting price

Free trial not available

[View all Pricing Plans](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/pricing/)

Value for money

4.3 (81)

4.3

Based on 81 reviews

## Integrations

[

Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[

NetSuite](https://www.capterra.com/p/135757/NetSuite/)[

Paylocity](https://www.capterra.com/p/86714/WebPay/)[

Google Ads](https://www.capterra.com/p/213339/Google-Ads/)[

Sage Intacct](https://www.capterra.com/p/76/Intacct/)[

Boomi](https://www.capterra.com/p/5520/Boomi/)[

Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/)[

Google Drive](https://www.capterra.com/p/161425/Drive/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.4 (84)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.4 (84)

4.4

Based on 84 reviews

## User reviews

Overall rating

4.4

Based on 87 reviews

Filter by rating

Counts reflect reviews available in this feed.

5(42)

4(39)

3(4)

2(1)

1(1)

Mentioned topic

Recent reviews first, then most helpful

RE

Reviewer

Software reviewer

Used the software for: Less than 1 year

### "Powerful FP&A & Financial Consolidation Solution "

3.0

Overall Rating

3.0

3.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

September 23, 2026

Planful has been a solid upgrade for streamlining our financial planning, budgeting, and variance reporting. Moving away from fragmented, formula-heavy spreadsheets into a centralized system has improved model governance and saved significant time during monthly closes. The Office/Excel add-in integration makes recurring financial statements and management decks easy to refresh.

Pros

Robust Scenario Planning & Budgeting,Simplifies dynamic forecasting, workforce planning, and multi-scenario modeling Flexible Reporting & Analytics: Tools like Dynamic Reporting and Spotlight allow finance teams to build customized financial statements, multidimensional drill-down analyses, and executive dashboards easily.across different business units.

Cons

Setting up initial dimensions, data mappings, and admin permissions takes noticeable time and dedicated onboarding effort.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Jesse M.

Marketing Operations Specialist

Used the software for: Less than 1 year

### "Good Reporting, Interface Needs Polishing"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

April 15, 2026

Pros

I really like how Planful consolidates our marketing data from various channels into one place. It makes reporting so much easier and quicker, allowing us to actually see what's working without spending hours pulling spreadsheets. The visualisations are pretty clear too.

Cons

The user interface can feel a bit clunky sometimes, especially when navigating between different modules or setting up custom reports. It took a bit to figure out, and I occasionally wish it were more intuitive, though it's not a huge deal.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Senior Process Associate

Used the software for: Less than 1 year

### "Planful has made a huge difference for our finance team"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

November 25, 2025

Switching to Planful has been a game-changer for our finance team. The biggest win for us is how it's streamlined our entire budgeting process. The collaborative features are fantastic—we can all work on the same plan at the same time without any confusion. The reporting is also really powerful, allowing us to generate custom reports on the fly.

Pros

The fact that Planful excels at streamlining the budgeting process and improving collaboration across teams. Then, the ability to integrate with other systems and create detailed, custom reports is also a top feature.

Cons

My only minor criticism is that the initial setup was a little complex, and it took a while to get everything configured exactly how we needed it. But once we got through that, it's been a very smooth and effective tool. Overall, I highly recommend it.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Aaron B.

Vice President of Marketing

Used the software for: 1-3 years

### "Run Marketing Like a Well-Oiled Machine"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

March 16, 2022

Plannuh has been incredibly flexible and I've been able to manage the marketing function no matter what the business and market throws our way. I have absolute confidence in where our spend is on any given day and have the ability to quickly pivot money to a new initiative without wondering the impact to other campaigns or the budget. Next, I'm able to keep the marketing function focuses on OKRs that align to the corporate goals and keep that scoreboard front-and-center.

Pros

The Customer Success Team at Plannuh is amazing. They get Marketing and advise you on the best configuration for YOU. The software is incredibly flexible to adapt to any marketing org.

Cons

With great power, comes great... complexity. Finding a consistent way to organize ALL of your Campaigns and aligning them to Goals with the same level of granularity is tough. As such, the learning curve on how to create a plan from the start is difficult but critical. But that's where the CSM team comes in to help you crawl, walk, and then run.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Lauren M.

Financial Analyst

Used the software for: 3-5 years

### "It's a life saver for reporting"

4.0

October 16, 2017

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

MM

Marjo M.

IT Manager

Used the software for: 1-3 years

### "A Must Have and Reliable Business Accounting Solution "

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

9/10

December 19, 2024

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Megan B.

Senior Director, Demand Generation

Used the software for: 1-3 years

### "Gone are the days of spreadsheets"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 23, 2020

Budget reconciliation is never easy (or fun). This makes it so much easier and less time consuming. I save so much time each month because of the visibility I have with Plannuh.

Pros

So easy to setup, move budget around, see what we've spent so far for the year and what we have leftover. Access to real-time spend consistently and accurately. Not needing to worry about wrong or messed up excel/google sheet formulas (and, version control!) has been huge. The team at Plannuh has been a huge help and really quick to respond when I have questions or need help.

Cons

Since it's a new technology/company, there are times where it can act buggy. Also no integrations (yet!) but they're coming. Integrations will be key for us.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Matthew P.

Director

Used the software for: 1-3 years

### "Planful Effective but Gruesome to Learn"

3.0

Overall Rating

3.0

3.0

Ease of Use

2.0

2.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

1/10

March 27, 2025

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

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

E S.

Director of Marketing and Digital Channels

Used the software for: 1-3 years

### "Plannuh for Marketing Budgets & Plans"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

March 22, 2022

Marketing plans, marketing budget, expense allocation, expense tracking, and budget reporting have all been solved with this software. Additionally, they provide several webinars, books, workshops, and tools to assist you with building out your plan and budget to present annually. This has helped with shaping our marketing plan, goals, and budget to align better with our business strategy, goals, and plan.

Pros

Plannuh makes it extremely easy for tracking expenses and assigning those expenses to a direct campaign, project, or operational bucket. Leave behind your excel sheets, they are no longer needed to track your budget. This has saved me so much time and made the ability to pull expenses that directly impact a marketing strategy simple. There are several beneficial features and they have been continuing to evaluate the product to make enhancements. They didn't just set it up and leave it to become outdated.

Cons

There have been minimal "bugs" like attaching an invoice to an expense the invoice would disappear even though it would say it saved. They look at what you report and actually fix it or provide a best practice so it doesn't continue to happen.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Verified Reviewer

Sr. Financial Business Specialist

Used the software for: 3-5 years

### "Great FP&A Product"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

8/10

September 28, 2021

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.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/reviews/)

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