Planful

The product is a financial performance management platform that connects planning, close, consolidation and reporting to automate data flows, calculations and stakeholder delivery. It is for finance and accounting teams, sales, HR, marketing, operations and IT leaders and executives in business-to-business organizations. It is delivered as a secure, collaborative SaaS platform with governed AI assistants, native ERP/HRIS/CRM integrations and role-based access.

Key features

• Financial planning and forecasting
• Financial close automation
• Consolidation and roll-ups
• Reporting and board packages
• AI Analyst for explainable insights
• AI Planner for scenario modeling
• AI Help in-app guidance
• MCP Server for external AI access
• ERP HRIS CRM integrations
• Intercompany eliminations automation
• Currency translation automation
• Role-based access and audit logging
• Data validation and financial logic checks
• Bi-directional data sync