Planful is an AI-powered financial performance management platform that helps enterprises streamline financial close, consolidation, planning, and reporting processes across various business functions.

How much does Planful cost?

Planful is an enterprise-grade solution, and pricing is not publicly listed. Interested organizations need to contact their sales team for a custom quote.

Planful offers AI-driven insights for anomaly detection (Signals), machine learning for budgeting (Projections), an Analyst Assistant for instant answers, and a Help Assistant for in-app guidance, alongside core planning, consolidation, and reporting features.

Does Planful integrate with other systems?

Yes, Planful offers thousands of pre-built connectors and RESTful APIs to integrate with ERP, CRM, HRIS, cloud storage, data warehouses like Snowflake, and BI tools like Microsoft Power BI.

Is Planful secure and compliant?

Yes, Planful is ISO 27001, SOC 1 Type 2, SOC 2 Type 2, SOC 3, HIPAA BAA, and GDPR/CCPA compliant, ensuring robust data security and privacy.

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AI Tools

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Planful

Best for enterprise finance

AI-powered insights

Extensive integrations

Robust compliance

Collaborative planning

Empower Your Team to Drive Financial Success with AI-Powered Performance Management

Last updated: May 30, 2026

ENTERPRISE

planful.com

Quick Answer

Planful is an AI-powered financial performance management platform that unifies close, consolidation, planning, and reporting for enterprises. It offers AI assistants for instant, explainable insights, machine learning for precise forecasting, and integrates with thousands of business systems. Best for finance teams seeking to automate processes and drive strategic decisions. Enterprise pricing available via contact.

About Planful

Planful is an AI-powered financial performance management platform for enterprises, unifying close, consolidation, planning, and reporting. It offers AI assistants for instant insights and machine learning for precise forecasting. Designed for finance teams, it integrates with thousands of business systems to streamline workflows.

What Makes It Unique

Planful AI is specifically "Built for Finance" and "speaks Finance," providing explainable intelligence and not training its AI models on customer input data, ensuring secure and transparent financial insights.

AI-extracted from public sources. May contain errors. Methodology ·

Are you Planful? Claim listing

Use Cases & Target Users

Use Cases

Data Analysis

Automation

Best For

Automating financial close and consolidation processes

Generating accurate budgets and forecasts with AI

Detecting financial anomalies and risks early

Unifying financial planning across departments

Driving strategic financial decisions with data-driven insights

Company Size

MEDIUM

ENTERPRISE

Fit Score

Complexity

Intermediate

Target Team Size

LARGE_TEAM

Target Skill Level

INTERMEDIATE

Key Features

AI-powered financial close and consolidation

AI-driven planning and reporting

Analyst Assistant for instant, explainable financial insights

AI Signals for anomaly detection and risk flagging

AI Projections for machine learning-based budgeting and forecasting

Help Assistant for in-app guidance and support

Technical Specifications

API Available

SDK Available

MCP Compatible

Open Source

Team Features

SSO/Enterprise

Webhook Support

Has Demo

Function Calling

Browser Extension

Sandbox Mode

Audit Logs

Free Plan

No Signup

Works Offline

Requires Host App

Framework

MCP Server

IDE Plugin

Inference API

SCIM Provisioning

Developer Access

API

ENTERPRISE

Deployment:

CLOUD

Compliance, Privacy & Trust

GDPR (as claimed): Yes

SOC 2 (as claimed): Yes

HIPAA (as claimed): No

Trains on user data: No

Pros

+AI-powered features specifically designed for finance workflows
+Extensive integration capabilities with thousands of business systems
+Provides explainable AI insights, increasing trust and audit-readiness
+Offers in-app guidance and support to boost user adoption
+Strong security and compliance with ISO 27001, SOC2 Type 2, GDPR, HIPAA
+Supports collaborative planning across multiple business functions

Limitations

-Enterprise-focused, likely not suitable for small businesses or individuals
-Requires integration with existing systems, which may involve initial setup effort
-Pricing is not transparently listed, requiring contact with sales
-No explicit mention of offline mode