Planful, FP&A Platform for Continuous Planning

Make faster, more frequent, and more confident business decisions. Elevate the financial IQ * of your organization. Unleash your potential.

Planful’s Continuous Planning platform marries finance’s need for structured planning with the business’ need for dynamic planning, enabling your organization to elevate the financial conversation, and make better decisions more quickly, confidently, and strategically.

The Planful FP&A platform rapidly accelerates financial close and consolidation cycles, drives agile structured and dynamic planning cycles, and generates insightful financial reporting and analytics so you have the confidence and agility to drive your business forward.

The Adapt1Solution team enables financial organizations to move from static spreadsheets to active strategy. Our partnership with Planful, allows us to offer you a full range of expert services focused specifically on Planful clients.

With Planful, create your own planning models faster to facilitate decision making in your company.

Planful offers different platform services such as

Data Integration

Integrate from any data source (ERP, CRM, data warehouse, spreadsheets), range of automation options. Source data can be on-premise or in the cloud.

Dimensional Engine

Unifies data, optimize performance and functionality in real time – power to scale, flexibility to model and report, control to consolidate and plan.

Financial Intelligence

Prebuilt logic for debits and credits, currency translation, GAAP/IFRS – shortens implementation time, control and accuracy.

The Planful Continuous Planning platform turns static, manual, and periodic efforts into real-time, actionable intelligence that Finance and business users can use to act with uninterrupted agility and confidence. Deeper collaboration and data connections raise everyone’s financial IQ * with accurate and timely insights, models, and forecasts to amplify strategic decisions and accelerate reaction times. And that’s a business advantage

Here is an Overview of the platform.

STRUCTURED PLANNING

Take back control of manual processes with comprehensive planning, budgeting, and forecasting, plus automation that turns slow, error-prone activities into faster, more accurate decisions

DYNAMIC PLANNING

Create, analyze, and act on highly flexible, customized, and data-driven plans and models for greater business speed and agility. Provide the bespoke data models and user experiences to all business users

CONSOLIDATION

Accelerate and ease month-end close cycles with robust financial and regulatory reporting built from a single source of financial truth

REPORTING

Quickly and easily produce financial, management, and ad hoc reports using a robust library of interactive formats, delivery options, and data visualizations

Financial IQ * / fə-’nan(t)-shəl ī-kyü / (noun) Understanding and making decisions based on the granular and organizational financial impact of a business decision.

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