Planful is the FP&A Platform for Continuous Planning

Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile financial planning and decision-making.

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Planful (Previously Host Analytics) was named a Leader again by Gartner in the 2019 Magic Quadrant for Cloud Financial Planning and Analysis.


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Planful Platform Overview

PLanning

In today’s dynamic business environment, you need a planning application that is functionally complete. It must meet your immediate needs but also be able to evolve as your needs change. Planful is a complete application for budgeting, planning, and forecasting with robust reporting and analysis capabilities.

Key Advantages

  • Save Time & Reduce Errors
  • Make Better Decisions
  • Deploy Quickly
  • Leverage Expertise
  • Make Finance Self-Sufficient

MOdeling

Modeling applications require powerful capabilities to ensure that the models are as relevant and accurate as possible, so that downstream decisions deliver the outcomes your business expects. Planful Modeling includes advanced modeling functions and flexible modeling scenarios expressed using the Excel formula language and user experience.

Key Advantages

  • Advanced Modeling
  • Leverage Expertise
  • Ad-hoc Analysis
  • Formatted Operational Reports
  • Dynamic Integration

Consolidation

Financial consolidation is a mission-critical process that involves collecting and consolidating sensitive financial information. Planful Consolidation offers role-based security, workflow, audit logs and audit trails delivering your single source of financial truth.

Key Advantages

  • Single Source
  • Fast Deployment
  • Self Serve
  • Global-Reporting
  • Transparency

Reporting

Planful Reporting provides a robust library of reporting formats and delivery options, enabling end-users to produce a wide range of interactive financial and management reports leveraging one source of truth.

Key Advantages

  • Quality
  • Self-Service
  • Automatic
  • Transparency
  • Centralized

Discover Planful Key Benefits

Modern finance calls for modern tools

Eliminate Manual Processes


Automate manual financial processes to save time, reduce errors, and move at the speed of business. Complete all of your financial activities and deliverables more efficiently and with less manual effort.

Build Rolling Forecasts


Use rolling forecasts to replace annual planning cycles so that you can respond to changing business conditions as they happen. Continual forecasting provides more accurate financial plans, increased agility, and optimized financial results.

Drive Strategic Planning


Leverage data from across the business to drive long-term value and growth. Automate the tedium and manual steps behind the strategic planning process so you can spend more time analyzing and collaborating and less time fighting with spreadsheets.

Conduct Ad Hoc Analysis


Simplify complex ad-hoc financial analysis for both finance and business users. Explore financial insights quickly and with confidence.

Decrease Time To Close


Close the books faster by automating the collection, aggregation, and validation of data across the organization. Rest assured risk is limited and data is secure due to strong internal controls and robust, searchable audit logs.

Improve Collaboration 


Empower every department in your organization with current and accurate data. Make more frequent decisions, with more accuracy, and more confidence in the results.

Waypoint Planful Services

HealthCheck

Waypoint’s HealthCheck service is a highly adaptable service that spans the concerns of leadership through to internal clients, and assesses concerns of application development groups and infrastructure teams. A complete Waypoint HealthCheck would include an assessment, findings and recommendations. Our HealthCheck can help improve performance, functionality, fix errors and increase adoption.

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WayPlan

WayPlan was developed to provide a transparent planning process and a better understanding of the full scope of the project to our clients. We provide a tailored plan that addresses your challenges, timeline and objectives as well as clearly defines your criteria for success. The goal is to eliminate costly pitfalls and risks that can delay or destroy projects.


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Dashboards

Waypoint has delivered successful Planful solutions. We employ vigorously trained and vetted consultants that practice under disciplined project management principles. Our data visualization experts leverage Planful tools and templates that result in highly intuitive user experiences.


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Support

Staffing network and infrastructure engineers, database administrators, Planful experts, as well as the capital expense associated with acquiring and maintaining hardware is a drain on your IT budget. Focus on Running Your Business, Not IT with Managed Services and Support.



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Training

Waypoint Consulting hosts in-person and virtual training seminars with a subject matter expert to teach the basics of Planful. If you need to train-up your current team or you have been thinking about bringing this technology into your organization, this is a great way to get your team up to speed on the Gartner BI Magic Quadrant leader. 


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True Bearing

True Bearing project management includes analytics industry Experts, a proven Methodology, and Systems that provide insight and eliminate repetitive, wasteful resource tasks allowing the team to focus on actually resolving project issues. The difference is truly understanding where you are now relative to where you need to go.


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Experience the power of Planful for yourself
by scheduling a product demo with us today!


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