Planful
AI-Powered Financial Performance Management for Continuous Planning.
Executive Summary
Planful (formerly Host Analytics) is a cloud-based financial performance management (FPM) platform designed for FP&A teams and finance professionals. It streamlines business-wide planning, budgeting, consolidations, reporting, and analytics, enabling faster decision-making and reduced reliance on manual processes. The platform empowers finance, accounting, and business users to plan confidently, close faster, and report accurately, leveraging AI to enhance accuracy and speed.
Use Cases
- Financial Planning, Budgeting, and Forecasting
- Financial Close and Consolidation
- Scenario Planning and Modeling
- Management and Regulatory Reporting
- Workforce Planning and Compensation Modeling
- Cash Flow Forecasting
Features
Visibility
- Customizable Dashboards: Visually interactive dashboards provide key financial and operational insights, allowing users to track KPIs and drill down into details.
- Ad-Hoc & Drill-Through Reporting: Generate customizable, ad-hoc, and drill-through reports for detailed analysis and self-service insights.
- Scenario Comparison & Variance Analysis: Perform scenario comparisons and variance analysis to understand financial impacts and explore different outcomes.
- Financial & Regulatory Reporting: Automate financial reporting and support regulatory compliance with tools for report creation and distribution.
Intelligence
- AI-Powered Forecasting: Leverage machine learning to build accurate forecasts and budgets based on historical data, reducing bias and improving precision.
- Anomaly Detection: Automatically detect anomalies, outliers, and potential errors in financial data with explainable context, ensuring data accuracy and audit readiness.
- Persona-Based AI Assistants: AI assistants (Analyst, Planner, Controller, Modeler, Admin, Business) provide tailored intelligence for specific roles, offering variance insights, scenario optimization, compliance reviews, and streamlined configuration.
- Driver-Based Planning: Create models with driver logic to distribute costs, revenues, and headcount, enabling dynamic and responsive planning.
Support
- Online Customer Portal: Access an online portal for case submissions, resources, and community engagement.
- Toll-Free Phone Support: Direct phone support available during business hours with specified call-back response times.
- Planful Academy: Offers product training, including virtual instructor-led and on-demand courses, to help users master the platform.
- Customer Community: Join a community to discuss, collaborate, network, and share best practices with other Planful experts.
Technical Specifications
- Architecture
- Cloud-native SaaS
- Deployment
- Cloud/SaaS
- Authentication
- SSO, SAML 2.0, MFA, Role-based Security
- API Available
- Yes
- MCP Server
- No
Infrastructure
- AWS
- Azure
AI/ML Stack
- Machine Learning
- Predictive Analytics
- Natural Language Processing
- LLM
Integrations
- NetSuite
- SAP
- Oracle
- Workday
- Salesforce
Security & Compliance
Certifications: SOC 2 Type II, GDPR, EU AI Act
Encryption: AES-256 at rest, TLS 1.3 in transit
Pricing
- Model
- Custom enterprise
- Starting Price
- Contact sales
- Target Customer
- Mid-market to Enterprise
- Contract Type
- Annual
- Free Trial
- Yes, Custom demo (credit card required)
About Planful
Planful is a cloud-based financial planning and analysis (FP&A) software company that helps finance teams with budgeting, forecasting, consolidation, and reporting. Their SaaS platform enables enterprise finance departments to streamline planning processes, improve collaboration, and accelerate financial close and decision-making.