Planful

“We’ve been able to shave hundreds of hours off of our workloads by implementing [Planful] into our organization.” Planful is highly ranked in the G2 Winter Crowd Reports! 🎉 We top the charts on these reports: ✅Enterprise Grid® Report for Corporate Performance Management (CPM)  ✅Enterprise Grid® Report for Financial Close  ✅Enterprise Grid® Report for Budgeting and Forecasting ✅Mid-Market Usability Index for Marketing Resource Management …and more! A big thank you to our wonderful customers for your feedback 💜. These reviews are so valuable to our team and guide us to find new ways of serving you better. Find out why they’re raving about us: https://lnkd.in/dbeewkNJ

The future of finance starts here with AI and Planful. 💡 Introducing Planful AI Labs, a new video series featuring our CTO, Sanjay Vyas. Explore how artificial intelligence is transforming financial processes, helping finance pros like you navigate the evolving world of AI with confidence. 💪 From safeguarding financial data to automating complex workflows, each episode connects cutting-edge AI advancements with actionable insights to simplify and elevate financial processes. Whether you’re just starting your AI journey or already leading the way, AI Labs will inspire smarter decisions and better business outcomes. Watch here 🎥 : https://lnkd.in/eBYV7-vQ

Treat yourself to an early gift 🎁: a front-row seat to the future of finance at #PlanfulPerform25. Register now to secure super early bird pricing ($799 for our Miami event 🌴 and £199 for London 🇬🇧) — plus use promo code HOLIDAY10 at checkout to save an additional 10%! Whether you join us in Miami, London, or virtually, you’ll walk away with the tools, insights, and connections to transform your organization and take your career to new heights. Save your seat: https://lnkd.in/ewb5kfwx

Muscatine Power and Water supercharged their financial processes with Planful, saving 3,000 hours annually in budgeting meetings and gaining real-time financial insights for their leadership team. 💥 “Our labor budget used to take me months to do, and it now takes a day or so,” says Jill Blieu, the company's Manager of Accounting & Finance. 👏 With the support of our partner Bakerfield Solutions, MPW is maximizing Planful’s Dynamic Planning, Workforce Planning, and Spotlight Microsoft 365 capabilities, transforming budgeting and significantly reducing workforce planning time. Read the customer story: https://lnkd.in/eChZurNt

Manufacturers are navigating a perfect storm of supply chain disruptions, global uncertainty, and shifting demand. For the business to thrive, Finance teams must deliver quick, accurate insights—but integrating data across CRM, ERP, HR, and other systems can be a challenge. 🤔 Unlock our purpose-built templates for manufacturing, designed to streamline financial performance management. Optimize demand units, enhance weekly demand planning, and effectively manage contribution margins along with workforce planning with four tailored models. 💡 Download the guide now: https://lnkd.in/ef6vEPzy

Make sure your 2025 marketing plan doesn’t miss a thing with our planning checklist. 💡 It includes: ➡️ 20 must-have components for every marketing plan ➡️ Helpful guidance for each item ➡️ Suggested documents, dashboards, and metrics to ensure your plan is a success ✨Bonus: Gain access to a detailed campaign template. Win marketing next year by starting with a great plan. Download your planning checklist today: https://lnkd.in/eJ3P4e9E

“Planful Predict saves hours of my time every month.” Robert Franz, Senior Reporting & Systems Analyst at Aurorium, shares how his team revolutionized its financial planning by leveraging Predict, Planful's suite of AI-powered solutions. 🎉 The results? ✅Improved decision-making and forecasting capabilities ✅Greater financial visibility and control, empowering the finance team to focus on strategic initiatives ✅Reduced manual data entry and enhanced accuracy Read Aurorium’s customer story: https://lnkd.in/deHy94Ai

Calling all planning experts 📣. Have a bold strategy, breakthrough insight, or success story to inspire others? 💡Then we want you to take the stage at Perform25! Submit your session idea for a chance to share your expertise, empower other teams, and elevate financial performance management for your peers. Plus, if your session is selected, we’ll cover the cost of your ticket and hotel stay. 🏨 We can’t wait to hear from you! Fill out our call for speakers form here: https://lnkd.in/e6KijQaS #PlanfulPerform25

Tomorrow! 🌟Join us for a webinar featuring some of Planful’s executive dream team: ✨ Dan Fletcher (CFO) ✨ Rowan Tonkin (CMO) ✨ Melissa Dreuth (CPO) You’ll discover: 🔹 Agile, ROI-driven marketing strategies 🔹 Simplified workforce planning and growth tactics 🔹 Intelligent forecasting to bring your plans into focus They’ll also share how the Planful platform drives success for the business and enables collaboration across marketing, HR, and finance to make financial performance management a team sport. 👉 Save your spot now: https://lnkd.in/e4A3yTMn

What happens when your business outgrows Excel? 📈 Facing rapid growth and changing markets, Otter Products needed a more agile approach to their financial processes. By shifting from Excel chaos to Planful, they achieved: 📊 Monthly rolling forecasts that adapt to market changes 👥 Workforce planning to optimize headcount and OpEx forecasts 🤝 Direct input from budget owners, fostering ownership and accountability 📈 Structured planning for better data accuracy and transparency Read more on their journey to data-driven success in diginomica: https://lnkd.in/eK7WvU4X