Planful

I use Planful in a daily capacity to provide financial analysis to our field team in order for them to operate more efficiently. It allows me to aggregate both financial data along with key performance metrics so that I can answer questions for operators to drive efficiency and answer questions about the health of the business. It also lets me create dedicated reports so that I can quickly report on our financials to our key stakeholders both on a monthly basis and when they have questions about the business. Recently I have been using the planning templates in an effort to create in depth models to attempt to forecast and budget future expense based on historicals and key data inputs.

Dayforce, Microsoft Power BI

We are a Veterinary hospital consolidator. We have many use cases for Planful due to the ways we break down our business. Planful allows us to analyze data from a Top of the House perspective while still providing functionality to drill-down to the lowest level. Due to this, it is a great tool for us to analyze data and identify issues at a particular hospital. We also enjoy the reporting functionalities that are offered. We have many reports that we generate on a monthly basis that are distributed to regions and hospitals. We can associate directors with a particular region and then automate monthly reports to distribute their respective region's report.

Banana Accounting

Sage Intacct

We use Planful for budgeting and forecasting, financial reporting and workforce planning. Since we follow statutory planning and not GAAP, the ease to create and modify financials statements is critical to our organization. Before Planful our budgeting and forecasting was done in Excel which was cumbersome as well as time consuming. We find the product fits our business needs.

NetSuite ERP, Paychex Flex

We use Planful to plan our budgets and rolling forecast and to lead our monthly variance reporting. By integrating our GL data and managing planning scenarios we greatly reduced manual work in spreadsheets. We use workforce planning for headcount planning and reporting and bring in actual employees level payroll data to aid in variance analysis. We have created statical cash flow account they allows us to plan and report on detailed cash flow planning.

SAP BPC (Business Planning and Consolidation) and SAP Business Warehouse

Sage Intacct Planning

HomeServices uses Planful primarily as a consolidation and reporting tool. We have several different ledgers across our organization and Planful makes consolidation a breeze as the translation tables are easy to setup. In addition, we are also are able to use assign attributes within the hierarchy to view results in a non-traditional format, which involves allocating results between business segments. We also use Planful as a forecasting tool, the Structured Planning module has made this process very simple as the templates are very easy to setup and complete. The templates can be a little time-consuming to navigate as they are web-based, that's my only complaint. We also use the Structured Planning module to assist with our 10-year plan, which the templates are very easy to complete. Before Planful, we were using Oracle Hyperion, which was at the end of life, the Oracle replacement was not cost-effective for us so we chose Planful from a handful of vendors that were brought in, OneStream, Blackline and Oracle Financial Close and Consolidation.

Oracle Hyperion Enterprise Performance Management

Sage Fixed Assets, Visual Lease, AuditBoard, DocuSign, SAP Concur, PeopleDoc / UKG HR Service Delivery (discontinued)