107 Planful Testimonials

“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."

“Host Analytics allows us to work with fewer resources and get more out of them.”

“We’ve been able to build budgets in a protected environment and consolidate them in a fraction of the time it took manually (minutes rather than days).”

“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.”

“As a utility, our focus is cash and our only customers are rate-payers. So, we must be very, very careful with how we plan and how detailed our budgets are because there is the potential for a lot of scrutiny. With me just coming on board and more detailed requests from above, it was a good time to optimize our financial processes, and Planful was a big part of that.”

“Planful is a Swiss army knife for finance; it’s the tool we’re always using. Being on a finance-owned solution is huge. We don’t have to rely on other people who might have other priorities that could cause delays in reporting. When it’s finance-owned, we can troubleshoot anything.”

“Our marketing expense management system looked like something from the 1990s. It was difficult to work with; it didn’t have automation, and we had to match expenses against categories manually.”

“What stood out about Planful was how flexible and customizable it was. We saw that other systems were pretty static and inflexible, and they forced you to stick to the reports they had. Planful was more user-friendly. ”

“We were just number crunching in a tool, so we didn’t have the time to get into conversations with our senior leadership. We had forecasting and monthly consolidation in spreadsheets and then manually loaded them into the system each month.”

“Another major advantage with Planful is that everyone involved in the planning process now can access the data they need. They know exactly where to find it, which wasn’t the case before. Since our organization constantly changes, Planful’s simple user and role management also makes it easy for us to adjust permissions and manage access.”

“My role was to get the company on Planful for consolidation, It was taking hours for the controllers to create their monthly financial reports. What made it rough was that each did it in a slightly different format and it was all in Excel. We had to bring some efficiency to the process and create a bit more clarity and traceability along the way.”