CFOs, it's time for an AI reality check. 63% of finance teams have deployed AI. Only 21% say it's delivering real value. So what’s leading to the gap? Join us on July 29 at 12pm ET for a webinar hosted by the CFO Leadership Council. Our very own Rowan Tonkin, CMO at Planful, will share the framework that today's top finance teams like you are using not just to deploy AI, but to see real, long-term value from your investment. Save your seat 👉 https://ow.ly/yrxb50ZqRB7
Planful
Software Development
San Francisco, California 75,874 followers
Planful is the pioneer of financial performance management cloud software.
About us
Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.
- Website
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http://www.planful.com
External link for Planful
- Industry
- Software Development
- Company size
- 201-500 employees
- Headquarters
- San Francisco, California
- Type
- Privately Held
Products
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Planful
Financial Close Software
Planful is the pioneer of financial performance management cloud software. The Planful platform helps businesses drive peak performance by streamlining planning, budgeting, consolidations, reporting, and analytics. Planful AI for Finance, including Analyst Assistant, Planner Assistant, Signals, and Projections, helps lean teams move from reactive analysis to forward-looking strategy. Planful’s award-winning AI accelerates decision-making, helping users in over 100 countries close faster, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including the Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm.
Locations
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Primary
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2261 Market St
STE 36245
San Francisco, California 94114, US
Employees at Planful
Updates
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We're thrilled to announce Ken Ferguson as Planful's new Chief Revenue Officer! 🎉 Ken brings nearly 25 years of building and scaling go-to-market organizations across financial planning, workforce planning, AI, and analytics at some of enterprise software's most established companies. He'll lead our global revenue organization as our community of finance teams continues to grow. As we deepen the AI capabilities our customers use to plan, close, and report, Ken is exactly the leader to get our award-winning platform in front of more finance leaders around the world. Welcome to Team Planful, Ken! Read the full announcement 👉 https://ow.ly/jPZN50ZqMSc
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Planful reposted this
What does Continuous Planning actually look like? In our upcoming webinar with Planful, we're moving beyond theory to demonstrate a real planning workflow. In our demo, we'll show you how to: - Roll forecasts forward as new actuals become available - Compare multiple planning scenarios - Collaborate across Finance and the business - Use AI to accelerate financial analysis Whether you're evaluating planning technology or simply looking to improve your FP&A processes, you'll leave with actionable steps to take back to your team. We'd love to have you join us. Register today, and we'll see you next week. #CFOSolutions #FPandA #Planful #FinanceTransformation
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Ready to connect your planning data to the AI tools your team already uses? Now you can. Planful’s new MCP Server for finance brings your governed finance data into Claude, with support for ChatGPT, Gemini, and Copilot on the way. Ask a question in plain language. Get an answer built on your real Planful data, with your security and access controls enforced before anything leaves Planful. Learn more: https://ow.ly/gVGR50Zq2VZ
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The next time an auditor asks where a number on your P&L came from, what's your answer? Right now, it's probably somewhere in an old spreadsheet or an email thread from four months ago. That's the hidden cost of building the P&L by hand. Not the hours, though there are plenty. The exposure. Every manual rebuild is another number you'll reconstruct the trail for later, under time pressure, in front of people who don't want excuses. Automation closes that gap. When your data, audit trail, and controls sit in one system, the P&L is traceable by default. Any number drills back to its source, so "let me get back to you" becomes an answer you give in the room. See how automation closes the gap 👉 https://ow.ly/y61Y50Zmryn
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The AI you rolled out this year is probably already wrong if it's running on scattered data. You just won't find out until an auditor pulls a sample. That's how AI fails in finance. It fails quietly, cycle after cycle, while your board commentary reads sharper than it ever has, until the small errors it stitched into the close finally get counted. By then, they're inside a number you signed. AI inherits whatever it runs on. Give it one governed model, and the same number holds in Monday's board pack and Friday's audit. That model is what makes AI trustworthy. See it end-to-end 👉 https://ow.ly/qBxq50ZmqPE
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Are you ready to turn your AI insights into action? There’s still room to register for our upcoming webinar, hosted by FP&A Trends Group, happening this Thursday, July 16. Save your spot to hear our very own Rowan Tonkin, in conversation with other industry leaders as they discuss how FP&A is evolving in the AI era. https://lnkd.in/e4bnariu
AI makes the analysis easy. The hard part is what happens next. You have to turn that insight into action the whole business actually moves on. That's what Rowan Tonkin, our CMO, alongside other industry leaders, will dig into on July 16 in a panel hosted by FP&A Trends Group: how FP&A is shifting from simply producing the numbers to orchestrating the decisions behind them. It's real talk on what it takes to move from crunching numbers to making the call, with Rowan and other leaders working through it in real time. Can't make it live? Register anyway, and we'll send the recording straight to your inbox. Save your spot 👉 https://lnkd.in/e4bnariu 🗓️ Jul 16, 9am PT / 11am CT
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Planful reposted this
A huge thank you to all of our amazing customers who joined us for dinner with Planful leadership team, despite the heatwave! We truly appreciate your partnership, your continued trust, and the engaging conversations throughout the evening. It was a fantastic opportunity to connect, share ideas, and discuss what the future holds together. Thank you for making it such a memorable evening. We look forward to the next one! Thank you to our CEO John Herr and the leadership team Richard Parke Melissa Dreuth Lisa Connolly for the continued engagement with our customers! Demetrios Miras Alice Allegrini Shehzad Shah Remi Drummond Zac Thomas
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Planful reposted this
Wrapping up a great week in London 🇬🇧 Nothing beats spending time with our Planful team, connecting with our customers, and seeing firsthand the incredible work happening across the business. Every visit is a chance to learn something new, strengthen relationships, and better understand how we can continue to help our customers succeed. A great week of learning, collaboration, and connection, with just enough time to squeeze in a little 🎾 Looking forward to coming back soon!
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Want to get external data into your plan without the spreadsheet gymnastics? Join us Thursday, July 16th at 10am PST for a live demo of Planful's new way to build External Source Models directly in Spotlight Web. You'll walk away knowing how to: → Auto-build your model structure from a single file upload → Shape raw data in the inline Formula Builder, from time periods and currency conversions to calculated fields → Connect ERPs, CRMs, and spreadsheets to your Master Model → Apply it to real use cases across Sales Ops, Revenue Planning, and Capital Planning No complex setup. No spreadsheet wrangling. Just upload, build, and plan. Save your spot here: https://ow.ly/Yc5950Zl7a3 📅 Thursday, July 16 | 10:00 AM PST 🎓 Earn 1 CPE credit for attending
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