Planful
Planful is a cloud financial performance management suite covering planning, budgeting, reporting, consolidation and close for mid-sized and large organizations. Its AI features, branded Planful AI and powered in part by OpenAI, include assistants that answer questions about variances, draft forecasts and flag anomalies. Planful is a private company backed by Vector Capital.
What the AI does
- Analyst assistant answers plain-language questions about variances and drills into account-level drivers
- Planner assistant drafts forecasts and scenarios from existing accounts and assumptions on request
- Signals scans financial data for anomalies and explains likely causes
- Projections builds a machine-learning baseline forecast and picks a fitting model
- Read-only MCP server lets users query Planful data from Claude under existing access controls
Summarized from planful.com.
Facts, checked against the source
- Category
- FP&A, Close & reconciliationSource: planful.com (opens in a new tab)
- Built for
- Mid-market, EnterpriseSource: planful.com (opens in a new tab)
- Ledger integrations
- NetSuite, Sage Intacct, Microsoft DynamicsAlso documents: SAP, Oracle, Acumatica, QuickBooks (edition not specified), Workday, Salesforce, HubSpot, Snowflake.Source: planful.com (opens in a new tab)
- Pricing
- Not publishedThe vendor does not list prices publicly; pricing is by quote or sales contact.
- Free plan
- UnconfirmedPricing is not public or does not say.
- SOC 2
- Type IISource: trust.planful.com (opens in a new tab)
- Trains on customer data
- NoPlanful's Analyst Assistant release says it never uses customer information for model training, and its Planner Assistant release says customer data and prompts are never used to train models.Source: planful.com (opens in a new tab)
- Human review
- Human reviewPlanful says Planner produces forecasts for the user to review and that users can verify the reasoning before acting and stay in control of the decision; its MCP access is read-only.Source: planful.com (opens in a new tab)
- Company
- Privately held. Based in San Francisco, CASource: planful.com (opens in a new tab)
- Funding
- Investors named: Vector CapitalSource: planful.com (opens in a new tab)
- Checked against the linked official source on the date shown.
- Unconfirmed: we could not find an official statement.
Sources
Official pages read for this listing on October 14, 2026. Vendors change their sites; if a page no longer says what we report, tell us and we will recheck it.
- planful.com/official-planful-company-information/
- planful.com/planful-ai/
- planful.com/pressrelease/planful-launches-analyst-assistant-to-power-trusted-frictionless-finance/
- planful.com/pressrelease/planful-launches-planner-assistant/
- planful.com/news/
- help.planful.com/docs/planful-ai-1
- planful.com/integrations/
- trust.planful.com/
No changes logged since this listing was published. Changes and corrections are recorded in the changelog.
Planful questions
- Does Planful train AI on customer data?
- Planful's published policy says customer data is not used to train AI models. Planful's Analyst Assistant release says it never uses customer information for model training, and its Planner Assistant release says customer data and prompts are never used to train models.
- Does Planful have SOC 2?
- Planful states that it holds a SOC 2 Type II report.
- Which accounting systems does Planful integrate with?
- Planful documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics.
- How much does Planful cost?
- Planful does not publish prices; pricing is by quote.
- What are alternatives to Planful?
- Other fp&a tools in this directory include cfo.ai, Cube, Datarails, Drivetrain and Pigment.