Planful

Empower Your Team to Drive Financial Success.

About

Flexibly discover deeper insights into a wide range of models designed to help you quickly analyze ad-hoc and what-if scenarios.

Features

Ad Hoc Query

Ad Hoc Reports

Audit Trail

Bank Reconciliation

Benchmarking

Budgeting & Forecasting

Chart of Accounts

Collaboration Tools

Consolidation/Grouping

Customizable Dashboard

Customizable Reports

Data Connectors

Data Import and Export

Data Preparation Self-Service

Data Visualization

Drag & Drop

Expense Tracking

Financial Analysis

Financial Consolidation & Close Management

Financial Management

Financial Reporting

Forecasting

Funds Accounting

General Ledger

Goal Setting/Tracking

Idea Management

Invoicing

Journal Entry Processing

Key Performance Indicators

Key Performance Indicator Tracking

Lead Management

Milestone Tracking

Modeling and Simulation

Multi-department/project

Multiple Companies

Multiple Currency Support

Multiple Data Sources

Online Analytical Processing

Opportunity Management

Payroll Management

Payroll Management Treasury

Performance Measurement

Pipeline Management

Predictive Analysis

Profitability Analysis

Profit and Loss Accounting

Project Accounting

Purchase Order Management

Relational View

Reports and Analytics

Revenue and Balance Sheet

Sales Reports

Scenario Planning

Scheduled/Automated Reports

Scorecards

Search/Filter

Statistical Analysis

Strategic Planning

Strategic Roadmap

Tax Management

Third-Party Integrations

Trend/Problem Indicators

Visual Analysis

Workflow Management

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