Arbolus Intelligence

Planful

planful.com · Oakland, United States of America

Planful provides a cloud-based financial planning and analysis platform that helps mid-market and enterprise organizations manage budgeting, forecasting, reporting, and consolidation. Its software centralizes financial and operational data, automates planning workflows, and enables finance teams and business leaders to model scenarios and track performance. Planful generates revenue through subscription fees for its SaaS platform and related implementation and support services.

  • Financial Planning & Analysis
  • Business Intelligence & Dashboards
  • Workflow Automation
Listed in
Revenue
$120.0M
Employees
600
Founded
2006
Headquarters
Oakland, United States of America

What 64 Arbolus experts think of Planful

NPS scores are strongly positive, with most responses 8–10 and strong positive feedback from both users and influencers. Renewal intent is high; most experts plan to continue or expand usage, with only a small group indicating possible churn. Platform stickiness is high, with most customers at over one year of implementation and widespread mission-critical adoption in financial planning and reporting workflows. Expert feedback emphasizes ease of use, robust automation, and strong data consolidation, with some concerns around initial learning curve and implementation. Overall Customer Sentiment: Positive

Who reviewed Planful

Total customers 64 59 current · 5 former
Reviews growth +34 in six months
Seniority of respondents
  • C-Suite 77% (49)
  • Director 16% (10)
  • Manager 6% (4)
People Executive C-Suite NPS 7 Undecided Submitted Dec 2024
Finance Leader C-Suite NPS 7 Submitted May 2026
Finance Executive C-Suite NPS 8 Undecided Submitted Dec 2025

Employer names and spend open in the full report, along with the other 61 customers.

Everything 64 customers told us about Planful.

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Sentiment

21 Net Promoter Score, from 64 scored reviews
  • Promoters 23
  • Passives 32
  • Detractors 9

Cumulative NPS by month

+0 over 6 months
  • Apr 8
  • May 8
  • Jun 8
  • Jul 8
  • Aug 8
  • Sep 8

Net Promoter Score across 12 reviews, accumulated up to each month. Category median 20 across 12 companies.

Praised

  • Expanded Self-Service Analytics
  • Deep Operational Data Integration
  • AI-Driven Automation
  • Enables Confidence in Data and Forecasts

Criticised

  • Integration and Flexibility Gaps
  • AI-Native Competitors
  • Better Technology and Lower Pricing
  • Rigid Reporting Setups

What customers say

Enables Confidence in Data and Forecasts
“Planful helps us move from spreadsheet chaos to trustworthy numbers, giving leadership much more confidence in our financial reports and planning.”
Excel-like Usability for Finance Teams
“Being able to use Excel language in Planful made onboarding much easier for our team accustomed to spreadsheets.”
Automated Data Consolidation
“Automated consolidation and powerful workforce planning eliminates manual budgeting cycles and boosts our rolling forecast agility.”

Renewal intent

Plan to renew 40%
  • Will renew 16
  • Undecided 21
  • Not renewing 3

Plan to renew, by seniority

  • C-Suite 42% 31 answers
  • Director 50% 6 answers
  • Manager 0% 3 answers
  • 8.4/10 Average score from customers who will renew
  • 7.9/10 Average score from undecided customers
  • 7.7/10 Average score from customers not renewing

Top alternatives

Most weighed by Planful customers

Report

Customer Report - Oct 2026 Oct 2026 64 + 2

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