# Planful

> Planful is a private enterprise SaaS company providing financial planning, budgeting, forecasting, close, consolidation and reporting software. Its platform connects finance with operational teams and adds predictive and conversational AI to financial workflows; the company reports more than 1,500 customers in over 100 countries.

- **Founded:** 2000
- **Headquarters:** San Francisco, United States
- **Founders:** Jim Eberlin (Founder; former CEO and Chief Customer Officer)
- **Products:** Planful Platform, Planful Spotlight, Planful Predict, Planful for Marketing, AI Analyst Assistant
- **Notable:** Reports more than 1,500 customers in over 100 countries., Received a 2025 Dresner Industry Excellence Award in EPM; Planful reported a 100% recommendation score among participating customers., CalCPA customer account reports monthly reporting reduced from eight hours to 30 minutes and budgeting completed two weeks sooner.

## Products & services

- **Planful Platform** — Cloud financial planning, budgeting, forecasting, close, consolidation, reporting and operational modeling.
- **Planful Spotlight** — Connects Microsoft 365 files to Planful data for analysis, reporting and refreshed board packages; Google Sheets support is also documented.
- **Planful Predict** — Signals identifies anomalies; Projections provides statistical forecasting using historical financial data.
- **Planful for Marketing** — Marketing plans, campaign budgets, expense tracking and financial performance measurement, developed from acquired Plannuh.
- **AI Analyst Assistant** — Conversational variance analysis, visualizations and drill-downs governed by existing permissions.
- **AI Planner Assistant** — Natural-language projections and anomaly insights grounded in Planful Predict and customer financial models; scenario write-back is marked coming soon on the current product page.
- **Training, implementation and support** — Professional services, partner-led implementations, Planful Academy and customer support.

## Achievements

- Reports more than 1,500 customers in over 100 countries.
- Received a 2025 Dresner Industry Excellence Award in EPM; Planful reported a 100% recommendation score among participating customers.
- CalCPA customer account reports monthly reporting reduced from eight hours to 30 minutes and budgeting completed two weeks sooner.

## Latest updates

- **2026-07** — Ken Ferguson appointed Chief Revenue Officer on July 21.
- **2026-04** — Planner Assistant became generally available on April 29.
- **2025-11** — Richard Parke appointed Chief Customer Officer.
- **2025-10** — John Herr became CEO on October 6; Analyst Assistant became generally available on October 8.

## Links

- Website: https://planful.com/
- LinkedIn: https://www.linkedin.com/company/planful-inc/
- Twitter/X: https://twitter.com/Planful
- Instagram: https://www.instagram.com/planful_inc/
- Facebook: https://www.facebook.com/PlanfulInc/

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Profile page: https://yespress.io/planful
Published by YesPress — https://yespress.io
Last updated: 2026-10-01