Planful B2B Case Studies & Customer Successes

Planful is the FP&A platform for Continuous Planning. They provide an end-to-end cloud FP&A platform with everything you need — financial planning, consolidation, and reporting & analytics — in one place and accessible to everyone from anywhere. They help you automate and accelerate these everyday processes to increase the frequency of decisions, accelerate insights, and shorten the time it takes to turn those insights into action. The result is an organization that is agile and has an elevated financial IQ.

Acciona Energy Gains World-Class Business Insight with Planful’s Budgeting Solution

Acciona Energy

Brian Farrell

Vice President of Accounting

Alltech Cuts 8 Days From Monthly Close Cycles by Automating Consolidations With Planful

Alltech

May Xu

Deputy CFO

Ameritech College of Healthcare achieves accurate GAAP financials, faster forecasting, and improved student programs with Planful

Ameritech College of Healthcare

Matt Budd

Senior Solutions Architect

Apollo Therapeutics Implements Planful in Under 2 Months To Scale Finance

Apollo Therapeutics

Gary Collins

VP of Finance

Aurorium Uses Planful Predict AI To Increase Order and Sales Forecast Accuracy

Aurorium

Robert Franz

Senior Reporting & Systems Analyst

Bickford’s Group achieves consolidated financial visibility and FP&A agility with Planful

Bickford’s Group

Ashlee-Louise George

Project Accountant

Boston Red Sox achieves $1M in expense savings and faster forecasting with Planful

Boston Red Sox

Ryan Scafidi

Senior Director of Financial Planning and Analysis

Chosen Foods Raised the Financial IQ Across the Organization While Streamlining Planning and Forecasting

Chosen Foods

Jim Mancuso

Chief Financial Officer & Chief Operations Officer

CloudMargin achieves faster what‑if analysis and frees finance to add value with Planful

CloudMargin

Ben Blake

Financial Controller

CloudSense achieves speed, transparency, and trust in workforce planning with Planful Workforce Planning

CloudSense

Jane Watkins

VP Finance

Cohort plc achieves streamlined, accurate financial reporting and saves up to a week of manual effort per month with Planful

Cohort

Joanna Leslie

Group Financial Controller

Collingwood Lighting Future-proofs Acquisition Consolidations With Planful

Collingwood Lighting

Jon Blythe

Group Chief Financial Officer

Cvent Transformed Its Marketing Budget with Planful

Cvent

Christine Kelly

Team Lead, Marketing Operations

D&W Fine Pack Chooses Planful To Drive Intuitive Financial Consistency and Visibility

D&W Fine Pack

Debbie Nona

Vice President and Corporate Controller

Dorel Sports achieves standardized global budgeting and next-day reporting with Planful

Dorel Sports

Michael Lynch

Global Director of FP&A

Druva achieves agile, Excel-powered cloud modeling and faster, more accurate forecasting with Planful

Druva

Mahesh Patel

Chief Financial Officer

How Dryad Networks Achieved Investor Readiness With Planful

Dryad Networks

Stephan Beyer

Chief Financial Officer

Dyno Nobel achieves faster budgeting and streamlined decision-making with Planful

Dyno Nobel

Brian Currie

Finance Manager

Elgin Power And Separation Solutions achieves faster, more accurate financial insights and a modern FP&A platform with Planful

Elgin Power And Separation Solutions

Mike Petrauskas

Manager of Financial Planning and Analysis

Emission Monitoring Service Inc achieves tight control over project budgets and eliminates scope creep with Planful

Emission Monitoring Service Inc

Israel Askew

Chief Financial Officer

ESL Gaming Chooses Planful To Accelerate and Modernize Financial Performance Management Efforts

ESL Gaming

Julia Rausch

Group Accountant

Ferraro Foods achieves a 4.5-day close (55% faster) with Planful and Adra

Ferraro Foods

Johann Cabe

VP of FP&A

Ferraro Foods achieves a 55% reduction in close cycles and scales FP&A with Planful

Ferraro Foods

Johann Cabe

VP of FP&A

FIGS achieves faster, more accurate financial planning and reporting with Planful

FIGS

Grant Brooks

Finance Director

Georgian Bay Spirit Co. Transforms FP&A Processes in 2 Weeks with Planful

Georgian Bay

Laura Visentin

Senior FP&A Manager

Global Industrial Company achieves $12 million cost-based pricing turnaround with Planful

Global Industrial Company

Golden State Foods achieves 50% time savings and faster, scalable operational planning with Planful

Golden State Foods

Lauren Bissell

FP&A Continuous Improvement Manager

Golden State Foods Uses Planful to Manage Global Growth

Golden State Foods

Brad Tingey

Corporate Controller

Grafton Group accelerates monthly financial reporting and frees FP&A for deeper analysis with Planful

Grafton Group

Niall Jameson

Head of Group Reporting

Hilb Group achieves simplified, scalable financial consolidations and reporting with Planful

Hilb Group

Rob Blanton

SVP and Controller

Igloo Replaced Spreadsheets With Collaborative, Finance-Owned Planning in Planful

Igloo

Anitha Ramaraj

Manager of FP&A

Imagen Dental Partners achieves rapid, scalable finance and accounting — halving financial analyst needs — with Planful

Imagen Dental Partners

Gaylord Miller

Sr. Director of FP&A

Innovetive Petcare Uses Planful to Deliver Real-time Financial Insights Across 80+ Locations

Innovetive Petcare

Brittany Lopez

VP, Accounting

Jewish Community Center of San Francisco achieves faster budgeting and optimized resource use with Planful

Jewish Community Center of San Francisco

Adrian Breitfeld

Chief Financial Officer

Knox Chooses Planful to Automate Planning and Eliminate Manual Work in Under 8 Weeks

Knox

John Dampier

Chief Financial Officer

LT Apparel achieves a 98% reduction in reporting time with Planful

LT Apparel

Lee Johnston

VP, Finance and Corporate Strategy

Maison Mirabeau Uses Planful To Fortify Global Marketing Performance

Maison Mirabeau

Tessa Henderson

Chief Financial Officer

Malwarebytes Gets “A Swiss Army Knife for Finance” With Planful

Malwarebytes

Cory Lauchmen

Senior Manager, Financial Reporting

McLarens Gains Trust, Efficiency, and Peace of Mind With Planful

McLarens

Daniel Rahm

VP of FP&A

Medrobotics reduces budgeting time by 10 weeks and scales global finance with Planful

Medrobotics

Gary Kolanda

Controller

Mi Hub Cuts 3 Days from Monthly Close and Consolidation With Planful

Mi Hub

Mark Hobbs

Head of FP&A

Muscatine Power and Water Maximizes Its Use of Planful To Save Months of Time While Gaining Deeper Financial Insights

Muscatine Power and Water

Jill Blieu

Manager of Accounting & Finance

National DCP achieves faster decision-making and a 40% quicker month-end close with Planful

National DCP

Michael Zambetti

Manager, Finance & Data Analytics

Shining a Spotlight on a Non-Profit’s Finance Transformation with Planful

Non-Profit Energy Research and Development Organization

Orion Uses Planful To Cut Days from Monthly Planning, Drive Better Financial Insight, and Help Guide Business Growth

Orion

Barrett Gilley

VP, Finance

Orlando Regional Realtor Association Cuts Budgeting Cycles By 90% With Planful

Orlando Regional Realtor Association

Amanda Martin

VP Finance and Technology

Pennsylvania College of Health Sciences achieves one-month budgeting and rolling forecasts with Planful

Pennsylvania College of Health Sciences

Melissa Osika

Senior Accountant

Pinnacle Treatment Centers Transforms Workforce Planning with Planful

Pinnacle Treatment Centers

Bobby Nepa

Senior Manager of Financial Planning & Analysis

Planar Systems achieves 2x revenue growth while holding overhead flat with Planful

Planar Systems

Shane Riddle

Manager of Financial Reporting and Analytics

ProMach achieves accuracy, speed, and streamlined financial consolidation with Planful

ProMach

Robby LeBourveau

Director

PS Logistics achieves 80% faster monthly close and $2.4M in annual cost savings with Planful

PS Logistics

Dwight Lloyd

Financial Controller

Resource One Credit Union achieves 84% faster budgeting and 70% campaign-focused budget allocation with Planful

Resource One Credit Union

Elizabeth Seelbach

Director of Marketing and Digital Channels

Rocket Software Modernizes Finance and Workforce Planning With Planful

Rocket Software

Luis Martinez Luna

Sr. Manager, FP&A

Rocket Software Uses Planful Predict to Bring AI Into the Office of the CFO

Rocket Software

Luis Martinez Luna

Sr. Manager, FP&A

Room & Board achieves faster, automated planning and reporting to support growth with Planful

Room & Board

Jean Dane

Financial Planning and Reporting Manager

Safety National Saves 660+ Hours Annually and Empowers Budget Owners with Planful

Safety National

Ruby Tan

Planning and Reserving Manager

SmartyPants Vitamins achieves automated sales and trade spend reporting in 20 days with Planful

SmartyPants Vitamins

Cheryl Chow

Senior Finance Manager

Specialized Bicycles achieves faster, error-free global workforce planning with Planful

Specialized Bicycles

Barbara Schroeck

Finance Manager

Specialized Dental Partners Accelerates Close, Speeds Key Insights to the Business Using Planful

Specialized Dental Partners

Bradley Jones

Senior Director of FP&A

Statista Chooses Planful To Transform Workforce Planning, Boost Business Engagement, and Slash Cycle Times

Statista

Petra Winkelmann

Team Lead, Controlling

Supply Chain Software Provider Uses Planful To Remove Complexity and Accelerate Planning

Supply Chain Software Provider

Sycuan Cuts Close Time and Gains Strategic Focus with Planful

Sycuan Casino Resort

Allana Hill

FP&A Manager

Tandem Diabetes Care Supports Fast-paced Growth with the Cloud

Tandem Diabetes Care

Olivia Stewart

Senior Manager, Financial Planning

Temple University achieves rapid, paperless financial close and begins Continuous Planning in 4 weeks with Planful

Temple University

David Marino

Controller and Associate Vice President

Ten Lifestyle Group achieves faster month-end closes and escapes "Excel City" with Planful

Ten Lifestyle Group

The Andersons Streamlines Workforce Planning and Increase Business Visibility with Planful

The Andersons

Adam Zobler

Senior Business Analyst

How The Cannabist Company Cut Reporting from Days to Minutes With Planful

The Cannabist Company

Ethan Harrington

VP of Finance

The Lead Group Gets Financial Insights 80% Faster With Planful

The Lead Group

Ben Thomas

Financial Controller

Thule Achieves a Unified View with Planful

Thule Vehicle Accessories North America

Mark Cohen

Vice President of Finance

TMD Friction Chooses Planful for More Effective Marketing Planning With Much Less Effort

TMD Friction

Alexandru Nechifor

Digital Transformation Leader

Trintech Speeds the Close and Boosts Morale with Planful

Trintech

Josh Ezagui

Vice President of Finance

True Alliance Brings Clarity to Marketing Spend Across 15 Brands With Planful

True Alliance Business Solutions

Noel David

Chief Operating Officer

Ubiquity Boosts Financial Clarity to Drive EBITDA Growth With Planful

Ubiquity

Paul Farrar

FP&A Manager

Kin + Carta (Valtech) Uses Planful for Financial Performance Management With More Speed, Insights, and Collaboration

Valtech

Dominic Hawkes

Head of FP&A

Vensure Employer Solutions Eliminated Silos Between Marketing and FP&A

Vensure Employer Solutions

Cliff Jones

Assistant Vice President of Financial Planning and Analysis

How Veritone Achieved Financial Clarity and Efficiency with Planful

Veritone

Jerry Ganguzza

Manager of Corporate Events

Waypoint Consulting achieves faster, more confident financial consolidations with Planful

Waypoint Consulting

Welch Allyn achieves compressed forecasting — cutting forecast cycle from two months to two weeks — with Planful

Welch Allyn

Rick Odom

Senior Manager, FP&A

Planful Enables Zep’s Aggressive Growth Strategy

Zep

Sydney Tucker

Director of Reporting

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Planful B2B Case Studies & Customer Successes

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