--- description: Learn more about Planful pricing, benefits, and disadvantages for your business in Canada. Read verified software reviews and find tools that fit your business needs. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: Planful Pricing, Reviews & Features - Capterra Canada 2026 --- Breadcrumb: [Home](/) > [Business Performance Management Software](/directory/30051/business-performance-management-software/software) > [Planful](/software/72818/host-analytics-epm-platform) # Planful Canonical: https://www.capterra.ca/software/72818/host-analytics-epm-platform Page: 1 / 4\ Next: [Next page](https://www.capterra.ca/software/72818/host-analytics-epm-platform?page=2) > Planful is a financial performance management cloud software. The Planful platform helps businesses drive peak financial performance. > > Verdict: Rated **4.3/5** by 76 users. Top-rated for **Likelihood to recommend**. ----- ## Overview ### Who Uses Planful? Planful brings financial performance management —budgeting, planning, forecasting, modeling, reporting, and more — to the entire organization. ## Quick Stats & Ratings | Metric | Rating | Detail | | **Overall** | **4.3/5** | 76 Reviews | | Ease of Use | 4.2/5 | Based on overall reviews | | Customer Support Software | 4.4/5 | Based on overall reviews | | Value for Money | 4.2/5 | Based on overall reviews | | Features | 4.3/5 | Based on overall reviews | | Recommendation percentage | 80% | (8/10 Likelihood to recommend) | ## About the vendor - **Company**: Planful - **Location**: Redwood City, US - **Founded**: 2000 ## Commercial Context - **Target Audience**: 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000, 5,001–10,000, 10,000+ - **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop) - **Supported Languages**: English - **Available Countries**: Australia, Canada, New Zealand, United Kingdom, United States ## Features - API - Accounts Receivable Software - Activity Dashboard - Ad hoc Reporting - Asset Lifecycle Management - Audit Trail - Cash Management - Collaboration Tools - Consolidation/Roll-Up - Customizable Dashboard - Customizable Reports - Dashboard Creation - Dashboard Software - Data Connectors - Data Import/Export - Data Management Software - Data Visualization Software - Drag & Drop - Expense Tracking - Financial Analysis - Financial Consolidation & Close Management - Financial Management Software - Financial Reporting Software - General Ledger - Goal Setting/Tracking - Idea Management Software - Income & Balance Sheet - Journal Entry Processing - KPI Monitoring - Modeling & Simulation - Multi-Currency - Multi-Department/Project - Multiple Data Sources - Performance Metrics - Profit/Loss Statement - Project Accounting Software - Real-Time Analytics - Real-Time Data - Real-Time Reporting - Reporting & Statistics - Reporting/Analytics - Roadmapping - Scenario Planning - Scheduled/Automated Reports - Scorecards - Search/Filter - Strategic Planning Software - Version Control - Visual Analytics - Visual Discovery ... and 5 more features ## Integrations (10 total) - Acumatica Cloud ERP - BlackLine - Boomi - Google Ads - Google Drive - Google Sheets - Microsoft Excel - NetSuite - Paylocity - Sage Intacct ## Support Options - Email/Help Desk - FAQs/Forum - Knowledge Base Software - Phone Support - Chat ## Category - [Business Performance Management Software](https://www.capterra.ca/directory/30051/business-performance-management-software/software) ## Related Categories - [Business Performance Management Software](https://www.capterra.ca/directory/30051/business-performance-management-software/software) - [Strategic Planning Software](https://www.capterra.ca/directory/31031/strategic-planning/software) - [Business Intelligence Software](https://www.capterra.ca/directory/23/business-intelligence/software) - [Reporting Software](https://www.capterra.ca/directory/30053/reporting/software) - [Data Visualization Software](https://www.capterra.ca/directory/30696/data-visualization/software) ## Alternatives 1. [Xero](https://www.capterra.ca/software/169561/xero) — 4.4/5 (3307 reviews) 2. [Datarails](https://www.capterra.ca/software/177451/datarails) — 4.7/5 (233 reviews) 3. [QuickBooks Online](https://www.capterra.ca/software/141374/quickbooks-online) — 4.3/5 (8475 reviews) 4. [Sage Intacct](https://www.capterra.ca/software/76/intacct) — 4.3/5 (711 reviews) 5. [QuickBooks Online Advanced](https://www.capterra.ca/software/189398/quickbooks-online) — 4.4/5 (1045 reviews) ## Reviews ### "A Must Have and Reliable Business Accounting Solution" — 5.0/5 > **Marjo** | *December 17, 2024* | Media Production | Recommendation rating: 9.0/10 > > **Pros**: I like the great accounting features and capabilities. Handles business accounting like a pro and allows multiple integrations. > > **Cons**: Planful has met most of our needs seamlessly. No dislikes. ----- ### "Planful Effective but Gruesome to Learn" — 3.0/5 > **Matthew** | *March 22, 2025* | Religious Institutions | Recommendation rating: 1.0/10 > > **Pros**: Planful does a good job of gathering aggregate data. > > **Cons**: Tall learning curve. Hard to ‘make macros’ or create recurring data searches > > Frustrating and not user-friendly. For context, this is perhaps the sixth software that I’ve had to learn in three years ----- ### "Planful is a must have" — 5.0/5 > **Purva** | *January 21, 2025* | Accounting Software | Recommendation rating: 3.0/10 > > **Pros**: I like how easy and accessible the app is. It’s easy to use and helps me plan well. > > **Cons**: I have nothing to write that’s bad about planful. It’s helped me become so much more productive > > I enjoy planful it’s made me more accountable and productive in my daily life. ----- ### "Great financial asset" — 4.0/5 > **Anonymous User** | *July 13, 2025* | Arts & Crafts | Recommendation rating: 8.0/10 > > **Pros**: Looking for an easy approach to all those financial tasks that you have to do and need it to be simple, streamlined, and efficient? This is it\! Easy to navigate and the features are also easy to use\! > > **Cons**: Sometimes it requires a manual upload, and can be challenging for new users, and customization options are more limited. It can also slow down when processing large amounts of data. > > For the most part, easy input, navigation, and data analysis is very user friendly. This is a good software for financial savvy users and non savvy users. Very streamlined process that makes it easy for you to complete your tasks such managing a budget to predicting an accurate forecast. ----- ### "Made cost-effective solution to achieve quicker monthly close cycles" — 4.0/5 > **Margaux** | *April 15, 2025* | Hospital & Health Care | Recommendation rating: 8.0/10 > > **Pros**: I liked the feature of consolidation of financial data as this department is fully automated. They efficiently dealt with intercompany eliminations coupled with multi-entity rollups It saved at least two to three days every month-end and shifted the emphasis on the analysis part of job. > > **Cons**: I found that there were certain practical restrictions in the development of custom allocation rules. Setting up logic for handling the distribution of expenses for multiple cost centers was not very flexible as expected, and more tailoring was required. ----- Page: 1 / 4\ Next: [Next page](https://www.capterra.ca/software/72818/host-analytics-epm-platform?page=2) ## Links - [View on Capterra](https://www.capterra.ca/software/72818/host-analytics-epm-platform) ## This page is available in the following languages | Locale | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | nl | | | nl-BE | | | pl | | | pt | | | pt-PT | | | tr | | ----- ## Structured Data