Insightful Financial and Management Reporting & Analysis

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

Key Advantages

Presentation-quality management and regulatory reporting

  • Supports the production of presentation-quality financial and management reports, ad-hoc analysis, visual dashboards, and dynamic integration with MS Office.
  • Generate US GAAP and IFRS-compliant balance sheets, income statements, statements of cash flow, and other financial and statutory reports.

Self-service reporting without IT resources

  • Enable finance and business users to easily create reports and templates with point-and-click setup
  • No programming or code writing required.
  • Ad-hoc analysis empowers finance and business users to uncover their own insights at the speed of business.

Automate publishing, stop copy and pasting

  • Automatically generate and distribute financial reporting packages, regulatory filings, and board books to all key stakeholders.
  • Eliminate the wasted time, errors, and risk of building financial reporting packages manually.

Compliance, control and transparency

  • Deliver a transparent reporting process with automated controls to highlight potential risks, reduce compliance and audit costs, and improve data accuracy.
  • Be confident in your numbers with direct input from sources and full transparency into details.
  • Strong internal controls ensure access to designated areas, restrict access to unauthorized areas, and record data changes in audit trails.

Fast, centralized reporting

  • Dramatically simplify reporting by centralizing your company’s data, both financial and non-financial—creating a single source of financial truth.
  • Quickly generate reports from templates, and view your organization from multiple perspectives.
  • Free up time for value-added analysis.

Key Features

Create highly formatted reports and board books

Customize the look and feel of your reports to visually present data in the way that is most meaningful to your organization. Advanced formatting capabilities include: font types, font size, font color, additional border types and colors, header formatting, granular data formatting including variance traffic lighting, and many more.

Flexible ad-hoc reporting

Generate ad-hoc financial and management reports from a single reporting tool. Point-and-click to drill into the data to answer tough questions as they arise.

Spotlight Reporting

Harness the full power of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface. Spotlight delivers data security, data integrity, and full audit trail by relying on the Planful platform as its foundation and the single source of truth.

Automated management reporting

Take the hassle out of publishing the final board book or presentation while reducing the risk of typos and missed data. Combine source documents and Planful data—financial and operating results, data, graphs, and narratives—to create a single PowerPoint or Word document.

Self-service dashboards

Finance, as well as budget owners, can easily create, customize, and share dashboards using a simple, intuitive, drag-and-drop interface. There is no need for any coding or training.

Cloud access and flexible delivery options

Present reports the way you and your stakeholders want it, whether online, PDF, or in Excel. Select the format that works best for you, and pull all financial and operational data directly from Planful. Any finance team member or budget owner can review existing reports or create new ones without IT assistance.

Additional Features

Query, analysis with Spotlight
Perform ad-hoc, multidimensional analysis with Spotlight in Excel or web. Zoom in/out, keep, remove, and pivot on all your categories and segments to explore data at the most granular level and see aggregated financial results for the whole business.

Spotlight Reporting
Harness the full power of Excel for information presentation while ensuring “one version of the truth” from a centralized, secure data store. Once a report is created in Excel it can be accessed anywhere—Excel, web or mobile interface.

Spotlight for Office
Seamlessly build management and financial reports and presentations directly within Microsoft Excel, Word, and PowerPoint. With the push of a button, data can be dynamically refreshed within the Office applications; ensuring data is always accurate and up to date.

Bringing in operational metrics enables us to spot things we couldn’t have seen before so that the financials make a lot more sense for our operational managers.
Dwight Lloyd PS Logistics Financial Controller
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