Transforming Finance with Planful’s Cloud-Native Platform
In today’s fast-moving finance environment, fragmented systems and spreadsheet dependency can no longer keep pace with the demands of strategic decision-making. Finance leaders need solutions that unify data, accelerate forecasting, and improve reporting accuracy—while enabling collaboration across teams.
In this demo session, Tim Laschet, Senior Solution Consultant at Planful, demonstrated how Planful’s cloud-native platform transforms financial planning, reporting, and consolidation. The session highlighted how AI-powered features and seamless integrations help CFOs and their teams move beyond manual processes and drive smarter, faster decision-making.
Planful showcased the platform’s ability to integrate data from multiple sources, streamline planning and consolidation, and enhance collaboration with familiar Excel and Google Sheets add-ins. With AI-driven forecasting and anomaly detection, finance teams can gain confidence in their numbers and focus on what matters most: delivering insights that power growth.
Highlights:
- Cloud-native platform delivering unified planning, reporting, and consolidation
- Integration with ERP, HR, CRM, and spreadsheet systems to create a single source of truth
- Budget Management Experience (BME) simplifying planning for non-power users
- AI-driven capabilities including anomaly detection (Signals) and automated forecasting (Projections)
- Embedded workforce planning and full legal consolidation tools
- Excel and Google Sheets add-ins enabling flexibility while reducing spreadsheet risk
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