Planful is an AI-powered financial performance management solution that empowers organizations to transform their planning, reporting, and analysis processes. By automating budgeting, forecasting, and financial consolidation, Planful eliminates manual inefficiencies and ensures compliance. Its AI-driven insights detect anomalies, validate data, and generate accurate forecasts, enabling finance teams to make smarter, faster decisions. With collaborative workflows, scenario planning, and seamless integration with Excel, Google Sheets, and ERP systems, Planful provides a unified platform for finance and operations. Whether for FP&A, reporting, or strategic planning, Planful drives efficiency and organizational growth.

Key Features

  • Automated budgeting and forecasting with top-down and bottom-up planning

  • Scenario planning to simulate “what-if” outcomes and risks

  • Streamlined financial consolidation, close, and compliance management

  • Real-time reporting and analytics with customizable dashboards

  • AI-powered anomaly detection and forecasting for accurate insights

  • Collaboration tools with task management, version control, and audit trails

  • Integrations with Excel, Google Sheets, and major ERP systems

Industries

  • Financial Services

  • Manufacturing

  • Retail & E-commerce

  • Healthcare & Pharmaceuticals

  • Technology & SaaS

  • Energy & Utilities

  • Government & Public Sector

Planful enhances financial planning, analysis, and reporting by providing finance teams with real-time visibility and AI-powered insights. For example, an enterprise looking to streamline budgeting and forecasting can automate planning processes with Planful, reducing manual errors and cycle times. Its scenario planning tools allow organizations to evaluate multiple outcomes and risks, while AI-driven forecasting improves accuracy and highlights anomalies. Financial close and consolidation are simplified with automated journal entries, eliminations, and compliance checks. By integrating with existing ERP systems and collaboration tools, Planful ensures smooth data flow, better alignment between finance and operations, and improved strategic decision-making.

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