107 Planful Testimonials

“I was doing that in a massive Excel spreadsheet. It was all customized, and only I knew how it worked. I was the single point of failure.”

“One thing we really liked about Planful is the community.”

“We were looking for a product that could collect data from disparate systems that also had an easy Excel interface and the ability to collect not just financial data but also statistical and transactional data. [Planful] was the only provider that showed us they could do all that.”

“We were being very reactive because we wouldn’t see the increase in raw materials costs until it came through on our financial statements.”

“It was just mountains and mountains of Excel, Everybody has a different version so, when the numbers are different, you have no idea why. You're dealing with consistency issues, 100 Excel models, constant updates, having to wait your turn to get into the main model, [and] difficulty in terms of reporting and completing a presentation. Life before Planful was horrible.”

"Planful for Marketing saves us 2-3 hours a week and ensures that 99% of our budget is optimized for performance."

"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."

“Budget management dropped from 7 hours to a half hour a week, and budget accuracy improved by 20%.”

“Planful for Marketing has played an instrumental role in helping me effectively communicate with Finance”

“Before I used Planful for Marketing, I used to cry a lot.”

“We love being able to manage campaigns and budget allocations, see results and breakdowns in one platform. If it was in Planful for Marketing, we’re confident it was accurate."

“We knew the past failures with our prior system and what Planful’s structured capabilities were, and Planful was ticking all the boxes. Using Planful hierarchies, we created a new dimension for resource (lending) departments, and then we married the three dimensions of geography, borrowing/financial reporting department, and resource/lending department to create a hybrid.”

“Our team saved $62K from using Planful because we were able to look at numbers from last year’s event, allocate money appropriately, and remove low-performing or duplicate vendors.”

“We had systems in place that were intended to solve that, but we had challenges with user support and administration, and were heavily reliant on IT. We had to modernize our tech stack.”

“With ongoing supply chain and workforce challenges, we needed a better, faster, and more accurate way to analyze the workforce budgets versus actuals throughout the year. We also wanted to give greater visibility to managers, HR professionals, and operational personnel.”