Become a Planful Partner

Apply to join our growing ecosystem of planful partners serving clients small and large. Learn more about the different partner tiers below and apply to get in touch with our partnerships team about joining.

Why partner with Planful

Planful is the leader in continuous planning and cloud FP&A technology. Join us on our mission to revolutionize the way businesses plan and make decisions.

Training

All Partners get unlimited access to our on-demand training library. New partners embark on a 90 day onboarding journey, with the goal of having you transacting in your first 90 days.

Promotion

Whether it’s participation in our wide-reaching webinars or appearances on our podcast, Planful’s partner and marketing teams work closely together to provide our partners with a range of promotional opportunities.

Engagement

Planful is a proud partner-first organization. As a partner you will experience engagement and support from all the teams at Planful.

Program Benefits & Requirements

Each partner tier offers new opportunities, benefits, and the ability to grow within our partner program.

Associate Partner

Associate partners have competencies in administering Planful deployments. Like all Planful partners, associate partners hold Planful implementation certifications and bring deep functional and industry expertise to our customers

Premier Partner

Premier partners have proven expertise and a wide array of industry expertise. Each premier partner has a well-established level of Planful experience and extends that expertise to our customers.

Elite Partner

Elite partners meet our most advanced certification requirements. These industry-leading partners help our customers extend the value of their Planful investments and have proven capabilities managing complex planning requirements and delivering value to customers.

Associate
Partner
Premier
Partner
Elite
Partner

Traning & Enablement

Partner PortalCheck IconCheck IconCheck Icon
Planful WorkspaceCheck IconCheck IconCheck Icon
Partner EventsCheck IconCheck Icon

Engagement

Partner CommunityCheck IconCheck IconCheck Icon
Sales EngagementCheck IconCheck IconCheck Icon
Partner Advisory CommitteeInvite OnlyInvite Only
Partner AwardsCheck IconCheck Icon
All Inclusive Partner SpotlightCheck IconCheck Icon
Co-branded SWAGCheck Icon

Promotion

Planful Partner LogoCheck IconCheck IconCheck Icon
Planful.com PromotionCheck IconCheck IconCheck Icon
Marketing CampaignsInvite OnlyInvite Only
Event Guest SpeakerCheck IconCheck Icon
Customer StoriesCheck Icon
Podcast GuestCheck Icon
Spotlight on Planful.comCheck Icon
Co-fundingCheck IconCheck Icon

How to get started

Path to Partnership

Step 1

Apply

Fill out our Partner Program Application and one of our Partner Managers will get in touch you with directly

Step 2

Train

If Qualified being program certification through our partner onboarding program

Step 3

Start

Once certified partner, bgin solving complex customer problems and grow your Planful Partnership

Steps 1 of 3
Steps 2 of 3
Steps 3 of 3

Now its Your Turn to take the lead

The world’s top financial teams trust Planful to help Automate, consolidate and close their way.

Get a Demo
Transforming Finance At