How much does Planful cost?
- Free plan
- Not stated
How you buy and get started
- Sign up
- Not stated
- Setup
- Most integrations are live in hours "Most integrations are live in hours, with field mappings finance controls from day one that Finance owns without waiting on IT."
- When sales steps in
- Not stated
- Support
- Finance-fluent support team from day one through every cycle "A support team that talks finance, not just tickets, and stays with you from day one through every cycle."
What Planful does
Planful connects budgeting, forecasting, financial close, consolidation, and reporting in one platform, with AI assistants (Analyst, Planner, Help) and an MCP server. It connects to ERP, HRIS, CRM, and data warehouse systems and is sold through demos.
- Good for
- Finance and accounting teams, plus sales, marketing, HR, IT, and operations teams that need to plan, close, consolidate, and report.
- Channels
- Web app, MCP server, Microsoft 365 (Excel, PowerPoint, Word) via Spotlight
- Main product
- Planful financial performance management platform
- Also includes
- Planning, budgeting, and forecasting, Financial close, Consolidation, Reporting, Planful AI: Analyst, Planner, Help, MCP Server
- Connects to
- NetSuite, Power BI, Snowflake, SAP, Oracle, Microsoft 365, Excel, PowerPoint, Word, Claude
- Public API
- Not stated
- MCP server
- Yes
- AI transaction categorizationNot stated
- Invoice data extractionNot stated
- AP approval workflowsNot stated
- Expense and card managementNot stated
- AI forecasting and budgeting
Build forecasts from a baseline, model what-if scenarios on demand, and keep plans aligned as conditions chang
- Automated reconciliation and close
Give your accounting team a comprehensive tool that picks up where the ERP ends and takes them seamlessly thro
- Ask questions in plain language
Ask any finance question and get answers fast that reveal what’s driving the data.
- ERP and accounting integrations
NetSuite, Power BI, Snowflake connectors are built for finance workflows, with field mappings that match how f
The same 8 checks appear on every tool in AI finance tools. Each tick quotes the vendor's own site.
Security and your data
| Question | Their answer | Where it says so |
|---|---|---|
| Trains AI on your data? | no | "Planful does not permit our third-party providers to train AI models on the data customers input into Planful AI."privacy |
| HIPAA (signs a BAA) | available | "HIPAA Business Associate Addendum (HIPAA BAA)"security |
| SOC 2 | SOC2 Type 2 | "SOC2 Type 2"security |
| GDPR | Not stated | |
| CCPA | Not stated | |
| PCI | Not stated | |
| ISO 27001 | ISO 27001: 2022 certified | "ISO 27001: 2022 Certificate"security |
| Single sign-on | Not stated | |
| Trust center | https://trust.planful.com/ | "Trust and Security"home |
Security answers are the vendor's own claims, quoted. We don't audit them.
Every plan
No prices are published on Planful's pricing page.
Fine print
- Billing increment
- Not stated
- Billed beyond usage
- Not stated
- Contract
- Not stated
- Refunds
- Not stated
- Auto renew
- Not stated
- Price change notice
- Not stated
"Not stated" means we read their pricing page and terms and they don't say.
About the company
- Legal name
- Planful, Inc.
- Online since
- Mar 31, 2000 Domain registration date
- Customers
- "1500+ customers" their claim
Planful alternatives
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JiravReviews elsewhere
We link to reviews instead of copying ratings: those sites don't allow reuse, and we don't test products ourselves.
Questions
Is Planful free?
No free plan is stated on Planful's pricing page.
Does Planful train AI on your data?
No, according to Planful: "Planful does not permit our third-party providers to train AI models on the data customers input into Planful AI."
Is Planful HIPAA compliant?
Planful says a HIPAA BAA is available.