Resources

Gain insight and learn what you need to know to become a true finance partner with our free resources. Whether you’re curious about Continuous Planning or a seasoned pro looking to stay sharp, this is your source for the latest thought leadership on finance.

Guides

New to Continuous Planning or unsure of where to start in your evaluation process? Kick off your quest for knowledge with these handy guides. 

Reports & Studies

Research from industry leaders and analysts to give you the lay of the land and support you in your decision-making process.

Analyst Reports
Nucleus Research CPM Technology Value Matrix 2022

In Nucleus’s annual evaluation of the CPM Market, they recognize Planful as a leader for the ninth year in a row.

Analyst Reports
Planful Named a Leader in Dresner’s 2021 Wisdom of Crowds® Market Study

Download the Dresner report to see Planful named as a leader in both the Customer Experience and Vendor Credibility models for the sixth consecutive year.

Analyst Reports
Constellation ShortList 2022

Constellation Research adds Planful to the Constellation ShortList for Cloud-Based Planning Platforms

Analyst Reports
The Total Economic Impact™ of Planful

Forrester Consulting explored the ROI and business benefits of Planful.

Insights & Education

Industry best practices, instructional guides, tips, and more to take your financial planning and close knowledge to another level.

White Papers
Best Practices in FP&A

Learn the five best practices for financial planning and analysis to transform your business.

Finance How To’s
How to Forecast Sales Revenue

A finance how-to in 30 minutes or less presented by top finance practitioners and thought leaders in the finance software space.

eBooks
Complete Guide to Modernizing Your Financial Processes

Outdated processes and legacy technologies hinder planning, budgeting, and forecasting. This guide demonstrates the pains and challenges of budgeting and provides tips for solving those issues with a successful FP&A platform.

On-demand Webinars
4 Tips to Achieve the Elusive Zero-Day Close

Learn the steps your organization can take to reduce your time to close from weeks to a matter of days with a well-configured FP&A platform.

Filter the Resources