Planful Company Research Report

Company Overview

• Name: Planful

• Mission: To be the undisputed champion in financial performance management, helping customers achieve peak performance, driving prosperity for shareholders, employees, and communities.

• Founded: Information not available.

• Founders: Information not available.

• Key People:

• Grant Halloran - Chief Executive Officer

• Melissa Dreuth - Chief of Staff to the CEO & Chief People Officer

• Dan Fletcher - Chief Financial Officer

• Rowan Tonkin - Chief Marketing Officer

• Sanjay Vyas - Chief Technology Officer

• Pier Barattolo - Chief Sales Officer

• Steve Welsh - Chief Product Officer

• Andy Bottrill - Senior Vice President, EMEA

• Headquarters: San Francisco, USA

• Number of Employees: 400+

• Revenue: Information not available.

• Known for: Financial Performance Management Platform optimized for planning, budgeting, forecasting, and reporting efficiency. Recognized for fast deployment time, intuitive experiences, and AI innovations.

Products

1. Financial Performance Management Platform

• Description: An integrated platform designed for comprehensive financial performance management, transforming planning, closing, and reporting processes across businesses.

• Key Features:

• Plan, Budget, and Forecast: Aligns strategic business objectives with financial planning and processes.

• Scenario Analysis: Allows exploration of options and readiness to pivot.

• Rolling Forecasts: Supports frequent and accurate planning to accommodate business changes.

• AI-Driven Insights: Enhances decision-making with Predict: Signals and Predict: Projections tools.

2. Planful Predict

• Description: Suite of AI-powered solutions enhancing financial decision-making with agility and accuracy.

• Key Features:

• Predict: Signals - Detects anomalies and highlights areas needing attention.

• Predict: Projections - Assists with AI-driven financial forecasting, expanding human judgment with data-based insights.

Recent Developments

• Global Expansion and Partnerships:

• Maintains momentum in global expansion, particularly in EMEA with new SVP appointment for the region.

• Strengthened presence in Hyderabad, India, with plans to double headcount for innovation acceleration.

• Award and Recognition:

• Named an Overall Leader in Enterprise Performance Management for the ninth consecutive year by Dresner Advisory Services.

• Earned industry excellence awards for fast deployment and customer recommendation.

• Product Innovations:

• Announced new product innovations focused on finance automation, collaboration, and innovation to support various business functions in achieving peak performance.

• Unveiled the Solution Hub to showcase extensive and flexible platform capabilities.

• Customer Success:

• Renowned for enabling financial performance management improvements and cost savings among key customers like PS Logistics and Cohort PLC.

Conclusion

Planful continues to leverage its strong foundations in AI-driven financial performance management to expand globally and introduce innovative solutions that empower businesses worldwide. The company's strategic partnership developments and award recognitions indicate its strong market presence and potential for future growth.