Planful

Overview

Planful is a prominent provider of cloud-based financial performance management (FPM) software, focusing on enterprise performance management (EPM) solutions. Founded in 2000, Planful specializes in financial planning and analysis (FP&A), offering tools for budgeting, forecasting, consolidation, reporting, modeling, and analytics. The company operates as a 100% SaaS business, aiming to streamline financial processes for the Office of the CFO.

The platform supports finance, accounting, HR, marketing, and business users in enhancing financial performance. Core offerings include FP&A and EPM tools that automate processes and replace traditional Excel workflows. Planful emphasizes innovation with features such as Planful AI and Analyst Assistant, assisting with complex financial data. The company serves a global customer base of over 1,000 organizations, and is recognized for its commitment to customer-driven innovation and worldwide expansion.

Basic Information

Contact Details

• Phone: +1 650-249-7100
• Website: planful.com
• LinkedIn: linkedin.com/company/planful-inc

Key Focus Areas & Initiatives

• SaaS enterprise financial performance management
• Budgeting & forecasting automation
• Consolidation & financial reporting
• Financial modeling & analytics
• AI-driven insights & scenario analysis
• Cloud-based FP&A solutions
• Workflow automation
• Data governance & compliance
• Global customer base expansion
• Collaborative planning and performance dashboards
• Automated financial close processes
• Role-based security & financial data security
• Integrated platform and real-time data access
• Data-driven decision-making for finance
• Business intelligence & reporting
• Multi-cloud support
• Excel and Google Sheets integration
• Mobile access and user-friendly interface
• API integrations and pre-built connectors
• Cross-functional collaboration
• Regulatory compliance and risk management
• Performance analytics for marketing
• Automated variance analysis
• Predictive analytics
• Machine learning innovation
• Customer success and support services

Technologies Used

• .NET
• AI
• Adobe Marketing Cloud
• Adobe Media Optimizer
• Amazon AWS
• Amazon SES
• Atlassian Cloud
• Bing Ads
• Boomi
• Bootstrap Framework
• Cedexis Radar
• DoubleClick
• DoubleClick Conversion
• Drift
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• Flywheel
• Gmail
• Google AdWords Conversion
• Google Analytics
• Google Apps
• Google Dynamic Remarketing
• Google Font API
• Google Maps
• Google Places
• Google Tag Manager
• Greenhouse.io
• Hotjar
• Linkedin Marketing Solutions
• Marketo
• Microsoft Dynamics
• Microsoft Excel
• Microsoft Office 365
• Mobile Friendly
• NetSuite
• New Relic
• OneTrust
• OpenAI
• Planful
• Remote
• Route 53
• SAP
• Sage Intacct
• Salesforce
• Salesforce Live Agent
• Salesforce Service Cloud
• Slack
• Stripe
• Twitter Advertising
• UltraDns
• Vimeo
• Wistia
• WordPress.org
• Zendesk
• reCAPTCHA

Affiliated Organizations & Regional Branches

• Plannuh