Ratings Breakdown
User Reviews Overview
Feature Ratings
Ease-of-use
4.0 / 5
Value for Money
4.5 / 5
Customer Support
4.5 / 5
Functionality
4.0 / 5
Pros
"I like that Host is on the cloud, is very customizable by letting us have numerous templates and allows for multiple users at once"
"We plan by detail and this tool allows us to do that. Modeling cloud is nice as it is more flexible. "
"Ease of use and access! I use my mobile application and access on line from home, office, hotel and other office when traveling abroad with ease."
Cons
"There's not a whole lot not to like, however it would be great if the Spotlight Add-In for reporting was somewhat easier to maintain. "
"Quarterly releases are great, but they don't give you enough time to test them before they are automatically put into production."
"Not the most user friendly application for budgeting purpose. The access was made easy with SSO solution, but the timeout issue causing customers to complain."
Planful Reviews
Filter by:
February 2018

priyanka from ChannelAdvisor
Company Size: 501-1,000 employees
Industry: Computer Software
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
October 2017
Janet from Capitol Petroleum Group, LLC
Company Size: 51-200 employees
Industry: Oil & Energy
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
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.
December 2016
Bradley from independent
Company Size: 1,001-5,000 employees
Industry: Financial Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
3.0
Customer support
5.0
Functionality
2.0
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.
September 2017
Jean from Room & Board
Company Size: 501-1,000 employees
Industry: Retail
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
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.
January 2019
Anonymous
Company Size: 1,001-5,000 employees
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
5.0
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.
June 2018
Anonymous
Company Size: 501-1,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
June 2018
2+ Year User of Host Analytics EPM Platform
Pros
The ability to quickly consolidate all of our agency financials at month end and close the books in a timely manner.
Cons
I enjoy most things about this software, however I would have to say that I wish the Spotlight Excel add-in that Host offers would be directly connected to the Core Application, eliminating the need to maintain and update a separate model in excel so that they data comes through the Spotlight Excel reports accurately.
September 2017
David from Pinterest
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2017
Host Analytics has decreased our dependency on excel and has allowed us to forecast concurrently.
Pros
We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements. Administration of the core app and spotlight is straightforward and not time consuming. We can now complete a forecast in 4 hours versus a week+ that it look using excel.
Cons
We would love to see more data visualization features added to the core app along with a Mac compatible spotlight extension.
February 2018
Anonymous
Company Size: 501-1,000 employees
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
3.0
Functionality
4.0
February 2018
Host has helped us scale from ~200 employees to over 1k!
Pros
- Similar to Oracle Hyperion, but in the cloud - Lower overhead than on premise tools - Robust platform with more advanced feature set then other cloud tools - Solid excel integration - Product team responds to feedback - Fair pricing - No limit on size of model
Cons
- Attractiveness of user interface - Template speed - Visualizations - Speed of new development - Implementation took longer than expected
October 2017

Lauren from Latham Pool Products Inc
Company Size: 1,001-5,000 employees
Industry: Building Materials
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
October 2017
It's a life saver for reporting
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.
September 2017
Lanny from Cornerstone Research
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
September 2017
Using Host has been much more user friendly than our previous reporting and planning software.
Pros
I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.
Cons
I would love to be able to use the workforce reporting to run budget vs. actual HR data. I'd also love to see a dashboard available within the next year or so.
September 2017
Han from Purdue Pharma
Company Size: 1,001-5,000 employees
Industry: Pharmaceuticals
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
September 2017
OVerall is a great tool for the ease of standardizing and managing our reports.
Our reporting process became easier for end users. The Support and CFL team from Host also helped us tremendously for our users from day to day basis!!
Pros
The application made reporting a piece of cake with automated distribution. The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.
Cons
Not the most user friendly application for budgeting purpose. The access was made easy with SSO solution, but the timeout issue causing customers to complain.
July 2018
Michael from National DCP
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Customer support
5.0
Functionality
4.0
July 2018
Positive, Discovery, Trial & Error
Pros
Centralized data storage helps ensure we have consistent reporting on a month-to-month basis. This also eliminates many minor mistakes prevalent with externally linking excel files. Customer service is phenomenal
Cons
PCR can be finnicky. Modeling occasionally freezes. Modeling and PCR needs to be in touch to ensure accurate up-to-date reporting (supposed to be coming out in an update soon)
September 2017
Nikita from Pinterest
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
September 2017
Good planning tool that integrates well with excel
Scale for team!
Pros
We plan by detail and this tool allows us to do that. Modeling cloud is nice as it is more flexible.
Cons
This tool is good but we did a lot of customization for CAPEX, BS, cash flow forecasting which requires a lot of time.
September 2017
Tori from The Hilb Group, LLC
Company Size: 501-1,000 employees
Industry: Insurance
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
September 2017
Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.
Pros
This software can be maintained within the finance department and without the assistance of IT. It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.
Cons
There's not a whole lot not to like, however it would be great if the Spotlight Add-In for reporting was somewhat easier to maintain.
September 2017
Edward from TRC
Company Size: 501-1,000 employees
Industry: Automotive
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
September 2017
The software was in place when I got here, so I have never had any formal education on it. Good!
Visibility to all of our entities around the world in a timely manner!
Pros
Ease of use and access! I use my mobile application and access on line from home, office, hotel and other office when traveling abroad with ease.
Cons
New account and entity set up is only somewhat intuitive. I do this so rarely, i really have to go back and read to set up new accounts and other entities.
September 2017
Jamie from Pinterest
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
4.0
September 2017
Great for automating reporting and forecasting
Helps to avoid human error while providing a flexible platform in which to plan and report
Pros
I like that Host is on the cloud, is very customizable by letting us have numerous templates and allows for multiple users at once
Cons
The software is a bit clunky at times which can lead to it running slowly. Also there are certain nuances that you have to learn which is expected
September 2017
Mary from Tri-Eagle Sales
Company Size: 201-500 employees
Industry: Wholesale
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
3.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
September 2017
Host took a lot of data and made it usable.
Better use of data, easier budgeting, easier financial statement processing.
Pros
Once set up, Host is easy to use. I have a large amount of product data that Host has helped me organize into something I can use in my business. I love how I can get several financial reports with the push of a button each month. It continues to make month end easier for me. Oh yeah, I use it for budgeting too. I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me. As I use the software I realize there are more things I can do. Host customers for life team is always there to help me when I explore these possibilities.
Cons
It can be difficult to set up a report template. Once set it is good and there are no worries. I would like to feel like I understand how it all works better, but that is a time consuming endeavor. Thankfully there is always someone available at Host to help out.
September 2017
Kate from Genesys
Company Size: 1,001-5,000 employees
Industry: Information Technology and Services
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Functionality
4.0
September 2017
As a first timer with any EPM system it was easy to configure and learn.
Pros
There seem to be minimal limitations as to what it can do. With coming from nothing what I appreciate most is HA's reporting capabilities.
Cons
i don't really like the set up of the new currency exchange rate page. i like to be able to seem them all as we could prior to that release.
November 2018
Scott from Core Health & Fitness, LLC
Company Size: 201-500 employees
Industry: Health, Wellness and Fitness
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
3.0
Functionality
4.0
November 2018
Director of Financial Planning & Analysis
Pros
Centralizes our planning, budgeting, & forecasting efforts. Quick roll-up of updates and opportunity to copy versions for running alternate scenarios. Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.
Cons
Core functionality doesn't lend itself to efficient sales reporting
September 2017
Nikola from Pinterest
Company Size: 1,001-5,000 employees
Industry: Information Technology and Services
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
4.0
Functionality
4.0
September 2017
Closest cloud experience to excel
Pros
Closest experience to excel functionalities in Cloud. Native and intuitive approach to solving traditional budgeting and forecasting. Does not require on premises dev support.
Cons
Initial time to set up environment and templates. If we re did the process again, I would definitely be positioned better to execute faster and more efficient.
November 2019
Anonymous
Company Size: 11-50 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
2.0
Functionality
5.0
November 2019
Less Inituitive than other systems but more modeling capabilities
Getting benefits in terms of financial analysis and setting up consistent reporting standards.
Pros
The modeling & reporting capabilities in Host are what set it apart from other systems. The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks
Cons
Size limited, may be difficult with scale up. It is also not an intuitive system to learn (especially with the spotlight add in) and is not as "ad hoc" ready as some other systems like Hyperion.
September 2017
Megan from Genesys
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
2.0
Functionality
4.0
September 2017
Easy to use, customer service has not been the greatest in terms of solving our issues
Pros
The ability to customize the reporting to pull the data needed, the ability to automatically send reports to other users
Cons
No complaints of the software based on the limited usage for my role. Only complaint is that the customer service was not the most responsive to our needs in terms of correcting an issue we were having with the software (we ended up correcting the issue internally).
September 2017
andrea from Pinterest
Company Size: 1,001-5,000 employees
Industry: Online Media
Time Used: Less than 12 months
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
September 2017
Great experience for me. We have a dedicated business systems resource on our team who helps a lot.
Great experience for me. We have a dedicated business systems resource on our team who helps a lot.
Pros
I like the flexibility and fluidity of working in the cloud so there is no more verison-ing of excel files and having to wait for input from others.
Cons
There is definitely some upfront legwork to get input templates/reports where you want them to be. But once you have something you like, it's much easier to work with from there.
September 2017
Pam from The Martin Agency
Time Used: More than 2 years
Review Source: Capterra
Ease-of-use
4.0
Value for money
5.0
Customer support
5.0
Functionality
4.0
September 2017
Host has helped reduce the amount of time previously spent manually keying into Excel.
Pros
My favorite thing about Host is it has eliminated manually keying excel spreadsheets. We are able to hook into our financial system and are able to upload the data that we need which has drastically reduced the amount of human error.
Cons
The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.
August 2017
Daniel from Invoca, Inc
Company Size: 51-200 employees
Industry: Marketing and Advertising
Time Used: Less than 12 months
Review Source
Ease-of-use
4.0
Value for money
4.0
Customer support
5.0
Functionality
4.0
August 2017
Financial Planning tool with great reporting!
Pros
Great reporting tool Fully customizable to your business Able to assign different users with different permissions/access
Cons
Not self-serve initial setup, but most financial planning software falls under this category Initially it can seem a bit daunting to remember everything, but it gets better
January 2018
Alan from Colonial Pipeline Company
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
January 2018
Host Analytics. An upgrade to our budgeting and reporting software.
Pros
Host Analytics is easy to use. I have a large amount of product data that Host helped me organize it and use it in my business, several financial reports with the push of a button each month and budgeting too. It makes month end easier. Great customer service team always there when help is needed.
Cons
It can be difficult to set up a report template. Not all the modules have the same reporting tools. The functionality in the HR module and capital needs improvement.
January 2018
Monica from Pinterest
Company Size: 501-1,000 employees
Industry: Internet
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
4.0
Value for money
4.0
Customer support
4.0
Functionality
3.0
January 2018
Use Host for financial planning
Pros
i like the cloud based model & speed. it is very useful for scenario planning and for collaborating across my team
Cons
the inability to do calculations in the report without creating a new template. also as we are on Macs the inability to use spotlight in Mac Excel
December 2017
Samia from Colonial Pipeline Company
Time Used: Less than 2 years
Review Source: Capterra
Ease-of-use
5.0
Value for money
5.0
Customer support
5.0
Functionality
5.0
December 2017
It's user friendly
Pros
It's easy to use for making reports, there are so many great features such as "Drag and drop feature, and Templates".
Cons
Add ability to use the workforce reporting to run budget vs. actual HR data, and to see a dashboard available within the next year or so.
September 2017
Nicole from Mediacom
Company Size: 201-500 employees
Industry: Telecommunications
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
5.0
Functionality
4.0
September 2017
I like the functionality of the program and ease of use.
Being able to budget appropriately
Pros
I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.
Cons
I do not like the lag time when clicking something. Sometimes when I click on a report the screen takes time to get to where I want to go. When opening it takes a few extra minutes.
March 2019
Anonymous
Company Size: 51-200 employees
Time Used: Less than 6 months
Review Source: Capterra
Ease-of-use
3.0
Value for money
3.0
Customer support
5.0
Functionality
5.0
March 2019
Host Analytics for Board Reporting
excellent customer service, trappings of enterprise software.
Pros
aggregate data from different sources create charts and graphs to visualize information
Cons
integration time and setup UI over OLAP database