"I use Planful for Marketing because its not finance’s job to make me a better marketer – I need to know what’s making the most meaningful impact everyday not 60-90 days after the quarter."

“Planful gives me confidence in the numbers without the risk that someone copied actuals or other data incorrectly. A benefit and curse of being in a fast-growing company is that you never know what’s next. Now we have the agility and flexibility we need to deal with whatever happens. I’m …

“Planful is a really slick tool that gives us a lot of intuitive reporting capabilities. The currency conversion is quite good. It’s very easy to get your hands around Planful, and our users see that we’ve come a long way.”

"Each of these six entities acting with an independent FP&A team, the firm faced challenges in consolidating their financial and operational data."

“Sales drives the rest of the organization, and how we re-allocate our working dollars throughout the year really depends on the topline.”

“Planful has absolutely given more power and insight to the team.”

“We extract data out of multiple ERP systems, load it into Planful, and it’s available for reporting automatically.”

“So, everyone had a different GL and chart of accounts, everyone worked on different spreadsheets. They didn’t have time to really dig into the numbers, which meant the forecasts were pretty limited."

"Each entity follows consistent financial close processes, financial data and metrics are easily rolled up for a comprehensive view, and reports and KPIs leverage automation so FP&A can spend more time positioning the overall business for growth."

"Planful provided a way to put all of our financial data into a single database. We could then speed up consolidations, get the Board reports distributed, create reports, see trends, and become a more value-add function for the business.”

“Planful brings us one step closer to our goal of a single source of detailed, standardized data for worldwide reporting.”

“We split those into full-time, part-time, and contingent workers. Each country then has benefits like payroll tax, vacation allowance, and insurance, and those can get complicated by country. And for each country, they can have separate rules or calculations that reference each other.”

“We relied on Excel to build and analyze budgets, as well as conduct our quarterly re-forecasting. The re-forecasting process in spreadsheets was long, and consistency was difficult.”

“Planful has given us peace of mind, proper controls and backup, proper support. It is reassuring to know everything is being looked after in Planful. It relieves us from being reliant on a few individuals to know how the spreadsheets work and where they’re located.”

“Agencies that once submitted Excel spreadsheets with trial balances that had to be scrubbed and normalized in our custom database are now fed directly into Planful using a standard template.”