Better Finance Collaboration for Better Alignment

Work together faster and with more control—in finance and beyond.

Work Smarter,
Together

Finance is evolving, and speed, efficiency, and a strategic outlook are the new expectations. This evolution has fostered a closer working relationship with other areas of the organization, but there are still tasks – departmental budgeting, periodic reporting, the monthly close – that require huge efforts and deft coordination. Managing both the strategic and tactical activities by passing spreadsheets around via email is no longer a scalable option.

Planful gives finance the collaboration tools, dashboards, and insights needed to keep finance humming and projects moving forward. Gain flexible control over tasks and workflows, visibility into deadlines and roadblocks, and a centralized control panel from which finance can orchestrate activities within their team or across the enterprise. Get things done faster, with more accuracy, and with more confidence in the results.

Manual Financial Collaboration
vs. Planful

Before Planful	Planful Features	With Planful
Little coordination between finance and the business	Customize workflows to match your business processes Get insights into tasks, activities, and deadlines See roadblocks before they derail progress	Partner with the entire organization for better alignment
Employees chase stakeholders to get timely information	Let business owners easily collaborate on budgets and plans Eliminate cumbersome spreadsheets and ease data sharing Keep everyone on track with task management and clear visibility into dates and deadlines	Unite the team and ease communication and financial collaboration
Teams risk data integrity issues using email and spreadsheets	Actively manage projects and processes Use a central dashboard to orchestrate participation from across the organization Give everyone visibility into processes and tasks	Everyone has visibility into the same tasks and data
Finance struggles to gather and organize incoming data	Integrate disparate systems to ease and accelerate data collection Eliminate versioning and copy/paste issues Create a single source of truth for all financial data	Get fast access to accurate data

Proven Results

See What Happens When Teams Use Planful
to Automate Manual Finance Processes

See All Customer Stories

Key Features

Simplify process management

Define responsibilities, timing and due dates, deliverables, objectives, and more to bring everyone into the process and give them a visual snapshot into status and bottlenecks. Teams can work together and collaborate in more efficient and meaningful ways. Keep everyone informed of, and working towards, objectives and due dates.

Customize to fit your needs

Organize and manage consolidation and close processes to fit your unique needs. Customize workflows to bring colleagues in and out of processes as required, and enable multi-tier approvals to match the way you work. Create dynamic reports that automatically adjust for changing data and demanding executives by providing data in a way that tells the right story.

4 Tips to Achieve the Elusive Zero-Day Close

Ease cross-functional financial collaboration

Give finance a faster and more efficient way to work by encouraging more participation from across the organization. Keep everyone aligned and focused on due dates, goals, and budgets with visibility into progress, status, and roadblocks. Quickly get the input needed to meet critical deadlines and execute against goals and objectives.