Planful

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm.

Products & Services

  • Structured Planning
  • Dynamic Planning
  • Consolidation
  • Reporting

Industries Served

  • All Industries

Clients Include

  • Five Guys
  • NerdWallet
  • PalletOne
  • Morphe
  • Kronos
  • FabFitFun

Client Testimonials

“We reduced our month-end close process from five to three days. That was a huge feat for us because now, we’re able to spend more time driving value in the rest of the organization.”

– Michael Zambetti, Manager, Finance & Data Analytics, National DCP

“If we had one error in our spreadsheet forecasts or budgets, it could take hours, possibly days to find the root cause,” explained Mike. “With Planful, we haven’t had an issue.”

– Mike Petrauskas, Manager of FP&A, Elgin

“Planful is our one source of truth, so we’re all referencing the same numbers, whether it’s other finance members, the management team or the Board. We now have consistency and clarity, and that gives us much greater confidence in the numbers we’re preparing for the business.”

– Ben Blake, Financial Controller, CloudMargin