Planful

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Planful

by Host Analytics, Inc.

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About Planful

Planful (formerly Host Analytics) is a cloud-based performance management solution that helps in the automation of financial processes. Planful is suitable for midsize to large businesses. Key features include dashboards, financial reporting, and workflow management. This solution helps to centralize data and manage financial and operational processes. Planning and forecasts allow companies to analyze the effect of projects on the overall bottom line. This solution's workflow planning tools help users to plan and manage submissions, reviews, and approvals as well as evaluate the workflow of each department by generating workflow status reports. Planful's capital planning feature helps to analyze the performance of assets by using financial budgeting and forecasting...

Planful Pricing

Pricing information is available by contacting Host Analytics.

Starting price: 

$0.01 

Free trial: 

Not Available

Free version: 

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Planful User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4

Value for money

4.5

Customer support

4.5

Functionality

4

Showing 1 - 5 of 30 reviews

priyanka

ChannelAdvisor

Verified reviewer

Company size: 501-1,000 employees

Industry: Computer Software

Time used: Less than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

5

Value for money

5

Customer support

5

Functionality

5

Reviewed February 2018

HA is really an efficient tool which made our FP&A activities automated to certain exten

Automation , easy to use

Pros

Reusable formats in Reports makes Reporting easier and customer support responds usually in hours and makes our job more easy.

Cons

I think they should have more tutorials on their Training website.

Janet

Capitol Petroleum Group, LLC

Verified reviewer

Company size: 51-200 employees

Industry: Oil & Energy

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

4

Value for money

5

Customer support

5

Functionality

5

Reviewed October 2017

We had a quick implementation, and find that the environment is very flexible. All end users :-)

Monthly operational reporting time reduced from 3 days to 3 hours. We built alternative hierarchies for our chart of accounts and entities, so that operations can see their relevant data in the format they prefer, whereas accounting can see it based on GAAP. Modeling transformed our budget process from Excel spreadsheets to a cloud-based solution accessible to all end users, so budget creation migrated from FP&A to the process owners. Budget consolidation process was reduced from 2 days to 2 minutes. We have also transformed to a rolling forecast using modeling, so that the annual budgets required by lenders comes from the forecasts, and is no longer a time-consuming annual task. We have also since identified other uses for modeling, including complex calculations for our formula pricing that is based on external data imported into tables. We are also importing non-financial data to enhance our asset management deferred maintenance program.

Pros

There are no limits to the types and volume of data that you interface within Host Analytics, as long as you maintain a common field. Implementation went well (with a consulting partner), and it enabled our budget manager to trim his reporting time from 3 days to 3 hours. The modeling module uses an Excel add-in, so the feel and use of Excel is still available, but the results are stored centralized, so when any end user retrieves data, there is one version of the truth. Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success. Feature updates are either monthly or quarterly, and are focused on what the customers have expressed are their needs or wishes.

Cons

It required that we use a partner consultant to implement. This may be due mostly to the fact that as a small company, we do not have the internal IT resources; the initial implementation without a partner stalled due to resource and communication issues.

Bradley

independent

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Financial Services

Time used: Less than 2 years

Review Source: Capterra

Ease-of-use

4

Value for money

3

Customer support

5

Functionality

2

Reviewed December 2016

Very slow, but highly customizable

Implemented this software solution at my office. It was less expensive than some of the other providers, and we expected the product to perform as such. There are some drawbacks to the product, but I think these are in-line with the price.

Pros

Very deep database and highly flexible integration with our disparate data feed.

Cons

Slow. A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time. Collaboration can also be difficult, as the individual models are fragile and must be updated online.

Jean

Room & Board

Verified reviewer

Company size: 501-1,000 employees

Industry: Retail

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by the software vendor to submit an honest review.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

4

Reviewed September 2017

User friendly product. Great customer support

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

Pros

How easy it is to create basic reporting and customize and scheduled distribution. Interface that is scheduled nightly to automatically populate Host with data from our G/L. Consolidation of our plan is more efficient and timely so changes aren't such a nightmare to make.

Cons

Quarterly releases are great, but they don't give you enough time to test them before they are automatically put into production.

Anonymous

Verified reviewer

Company size: 1,001-5,000 employees

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

Ease-of-use

4

Value for money

4

Customer support

4

Functionality

5

Reviewed January 2019

High Quality Financial Reporting Platform

Used this software to simplify reporting from 8 companies with varying charts of accounts and 10,000 accounts to a single, comparable reporting structure. Greatly reduced effort and time spent on consolidating and preparing financial reports.

Pros

Dynamic reports and the ability to get the precise financial information you need, with drill down capabilities is a huge plus. Can include links to images of transaction source documents, providing great transparency in reporting. Spotlight for Excel add in to develop custom, refreshable reports is a great help. Forecasting and budgeting tools are good as well.

Cons

Learning curve of implementing a new software for financial reporting is always going to be somewhat significant, but there are several quirks in data loads and reporting cube processing that make things harder than they should be.

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