Planful Solutions You Can Trust

As one of Planful’s longest standing partners, CFO Solutions works with our clients to implement Planful and deliver Consolidations, Continuous Planning processes, and Reporting for agile analysis and decision making. Planful’s cloud-based platform provides users a single source FP&A platform analyze day-to-day business activities, identify trends that lead to forecast updates and leverage comprehensive reporting capabilities to share information across their organization.


Strategic Planful FP&A Guidance & Industry Experience

We help clients define business processes, determine the right technology solution, create a solution roadmap, and implement and support the vision. We are passionate about what we do and you can see it when you work with us.

Let CFO Solutions Create a Financial Transformation Strategy That Meets Your Vision

Take the first step by scheduling a discovery call with our financial transformation specialist. Let’s find out how CFO Solutions can help you achieve your goals.

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Guiding Consolidations, Continuous Planning processes, and Reporting Implementation & Support

Advisory Services

Whether you need help selecting software, streamlining processes, or just trying to figure out how to get started, we are here to guide you.

Data Integration

Bring all of your data together for one common Dataset with Boomi.

Implementation Services

Implementing new software can be daunting. We expertly manage the project while educating your team along the way.

Remediation Services

If you suspect your application is not best serving your needs or your project is showing signs of failure, we can help get you back on track.

Software Migration

When moving from one vendor solution to the next, let CFO Solutions guide you through the process.

Training & Support

A project is only half delivered without robust training and support resources. CFO Solutions is there for you.


A team with the knowledge, background, and skills to ensure success

Jon Coppi

Jon Coppi

Senior Partner, Planful Practice

Jon is driven to help our clients break down barriers to effective business intelligence by finding solutions for complex data modeling and integrations. He assists clients with finding the right technology to suit the business need and is engaged in thoughtful dialog with end-users to enhance adoption of new technologies.

Jennifer Hortz

Jennifer Hortz

Planful Practice Director

Tactical and methodical, Jennifer helps clients execute their vision. Jennifer draws from her prior experience as a client implementing an EPM solution to empathize with the challenges and goals our clients seek to resolve. Jennifer leads our Planful (formerly Host Analytics) Practice.

CFO Solutions + Planful Perform Virtual booth- virtual networking

Planful Perform Virtual Conference

September 14th – 15th, 2021

Looking to learn more about how CFO Solutions + Planful can support your business challenges? Fill out the form below and a CFO Solutions team member will be in touch soon.


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