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

“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.”

“I’d absolutely recommend Planful, but it’s less about speed than it is about ease and consistency. It definitely saves us time, but, for me, Planful saves my sanity.”

“Planful has increased efficiency in forecasting a large complex budget every month. Now budget managers can easily forecast based on real-time data.”

“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 …

“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 …

“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 …

“Our marketing budgets for events and advertising were getting bigger and being split across different countries, and we’d try to update the spreadsheet as the invoices arrived, But, doing it manually, you’d miss one, we’d expand to another country, someone would input a vendor’s name differently, and then nothing would …

“Planful enables us to do complex, project-level variance analysis faster and easier than before. These and the other insights we’re getting out of Planful make us very agile, so we can respond to what’s happening in the business very quickly.”

“We’re gathering detailed commentary in Planful from our operators, which helps both of us understand the numbers and what’s happening on their P&L. It’s a great connection between FP&A and the organization—and before Planful, we didn’t have the time to make that happen.”