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.

• I am able to report faster on financials and KPIs
• I am able to create reports that show the impact KPIs have on the financials due to the data aggregation abilities
• The attributes and drill down capabilities allow me to answer questions related to financial performance in a detailed and efficient manner

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.

• Automates many reports that would take hundreds of hours each month if we had to do outside of Planful.
• The drill-down capabilities allow us to identify issues and quickly correct them.
• Templates help us to budget for many locations at once. This saves countless hours.

Banana Accounting

Sage Intacct

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.

• Planful had freed up 1 FTE that was just manually managing data.

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

Sage Intacct Planning

Using Dynamic Planning and Dynamic Reporting for Sales and Revenue forecasting, Monthly reporting, and having a single source of truth. We have ERP data flowing into Planful and Planful data flowing into Power BI for daily reporting and dashboarding. Addresses problems of data and mapping consistency, self-serve sales forecasts with reduced processing time and higher accuracy, and the ability to compare across scenarios and have a data source of truth feeding into a BI tool.

• Saving several hours.
• More self-serve data driven decision making.
• Self serve forecasting.
• Clean and intuitive UI/UX.

Anaplan and Oracle Hyperion

Microsoft Excel, Microsoft Power BI, NetSuite ERP, Microsoft Powerpoint

Planful helps expedite our budget and projection processes. It is also a powerful tool that allows us to run accurate and detailed reports from our management level all the way to our C Suite. Tools like Spotlight have evolved our reporting processes and saved our company and team valuable time that we can use to do actual analysis instead of spending hours creating, formatting, and editing reports.

• Time saved.
• Better team collaboration.

Microsoft Teams