by Planful · FP&A & Budgeting
Cloud FP&A platform for budgeting, forecasting, close, consolidation, and reporting.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
NetSuite
SAP
Oracle
Workday
Sage Intacct
Acumatica
Microsoft Dynamics 365QuickBooks+2 morePlanful (formerly Host Analytics) is a cloud-based Financial Performance Management platform used by finance, accounting, and cross-functional teams to budget, forecast, close the books, consolidate multi-entity financials, and report. The platform is organized around structured and dynamic planning, financial close and consolidation, reporting and dashboards, and workforce, sales, marketing, IT, and operations planning modules, all built on a shared calculation engine so plans, actuals, and forecasts stay connected in one system.
Planful AI is embedded across the platform as a set of purpose-built assistants: Analyst answers ad-hoc finance questions in plain language and explains the drivers behind a number; Planner generates baseline forecasts and models what-if scenarios from historical data; Help provides in-app, step-by-step guidance; and Signals and Projections apply machine learning to flag anomalies/risk and generate forecast projections. Planful states these assistants run on its own patented calculation engine augmented by OpenAI for language understanding, that customer data is not used to train external models, and that AI interactions stay within the customer environment.
The company reports more than 1,500 customers and 500+ employees, with its headquarters in San Francisco and additional offices in Hyderabad (India), London (UK), and Toronto (Canada). It integrates with ERP, CRM, HRIS, and data-warehouse systems through thousands of pre-built connectors and RESTful APIs, and extends into Microsoft Excel, Word, and PowerPoint via its Spotlight add-in.
Demo video from the vendor's YouTube channel. Screenshots sourced from Planful.
Planful covers 39 of 54 capabilities we track in this category
72%“Not evidenced” means our research found no public documentation of this capability — the vendor may still offer it. Confirm on a demo.
How companies use Planful alongside their ERP — pulled from Planful's published customer stories, with the ERP each customer runs where they state it.
Nonprofit · USA · Mid-Market
Faster budgeting and reporting, improved transparency, scenario planning capability for funding changes
Healthcare · USA · Mid-Market
Faster deal evaluation, improved forecast confidence, expanded user base to 50 (80-85% non-finance)
Healthcare · USA · Mid-Market
Automated workforce planning, improved visibility, faster updates
Agriculture · Global · Enterprise
Faster close, consistent accuracy, improved control
Retail · Global · Enterprise
Faster reporting, more strategic analysis
Manufacturing · Global · Enterprise
Unified global workforce strategy
The same companies show up in our library of ERP implementation case studies — useful for seeing what the wider stack around this add-on looks like.
Summarised from each vendor's published customer stories. Figures are the vendor's own claims, not independently verified by ERP Research. See all 64 Planful case studies →
Used Planful with your ERP? Rate it in 30 seconds — it helps every buyer after you.
Rate itLive listing on the NetSuite SuiteApp Marketplace.
Live listing on the Sage Intacct Marketplace; live in 30 days per the listing. (Live on marketplace.intacct.com; validator's allowed Sage Intacct domain list does not include this live host, so recorded as prebuilt rather than certified.)
Live listing on the Acumatica Marketplace; Planful and Acumatica are formal partners.
Live listing on Microsoft AppSource under Dynamics 365 for Finance and Operations.
Vendor-documented prebuilt connector; no SAP Store listing found.
Vendor-documented prebuilt connector; no Oracle Cloud Marketplace listing found.
Also used as an HRIS source for Workforce Planning; no Workday Marketplace listing found.
Vendor-documented prebuilt connector; no QuickBooks App Store listing found.
Connector details independently verified against vendor marketplaces and documentation; last checked 2026-08-20.
Full Planful pricing breakdown — cost at 25/100/500 seats, competitor rates & FAQs
Planful does not publish pricing. All calls to action lead to a demo request rather than self-serve signup; pricing is quoted per customer based on modules and scale. Get an independent shortlist with pricing guidance below.
Planful prices by quote, like most of this category. Here is what actually drives your number — and what to ask before you get one.
4 of the 15 vendors we track in this category publish no list price at all.
Planful is a cloud-based Financial Performance Management platform used mainly by finance and accounting teams for budgeting, forecasting, financial close, consolidation, and reporting. It also extends planning to HR (workforce), sales, marketing, IT, and operations teams on the same platform.
Yes. Planful integrates with ERP systems including SAP, Oracle, NetSuite, Sage Intacct, Acumatica, Microsoft Dynamics 365, and QuickBooks through pre-built connectors, RESTful APIs, and SFTP, so financial data can flow into the platform without manual transfers.
No, according to Planful. The vendor states customer data is never used to train external AI models and stays isolated within the customer environment. Planful AI runs on Planful's own proprietary calculation engine and models, with OpenAI used only to support language understanding.
Planful can produce multiple reporting books from the same consolidated data, including GAAP, IFRS, statutory, management, and tax reports, with drill-down traceability back to source transactions.
Planful does not publish pricing. It is sold as an enterprise subscription quoted per customer, and every pricing inquiry routes through a sales demo rather than a self-serve checkout.
Before you commit to Planful, see how it sits against the 15 FP&A & budgeting systems we track — on capability, ERP integration depth and what each one actually charges for.
FP&A & Budgeting Buyer's Guide
15 systems compared · 2026
ERP Research
Planful doesn't publish a price. Tell us your ERP, seat count and must-haves and we'll come back with an independent view of what it should cost you — and which alternatives are worth quoting alongside it.