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Why CFO Solutions Should be Your Planful Partner

CFO Solutions is the award-winning, premier Planful implementation partner. We have worked hand-in-hand with the Planful team since 2009, delivering results for Planful clients and working closely with product development to mature the Planful product. Our long-standing relationship means CFO Solutions and Planful work together seamlessly to provide clients with the right expertise to build the right solutions.

Planful Services & Solutions

We implement Integrated Business Planning (budgeting, monthly/quarterly/rolling re-forecasting, and long-term planning), Financial Consolidation, analytical dashboards & reports, and monthly close solutions that may utilize some, or all of the following product sets:

  • Modeling
  • Planning
  • Consolidation
  • Reporting
  • Analytics

In addition to extensive expertise in all Planful core components, CFO Solutions specializes in extending the Planful platform with integration solutions and analytical tools to meet any challenge that may arise during deployment. Tools to extend your Planful solution include:

  • Finance Datamart Integration Tool
  • Bill of Material module
  • Workforce Reporting and Analytics
  • Enhanced Excel Reporting (via Visual Basic)
  • Supplemental Planful Support Program

We also implement data warehouses, data marts, master data management, and other various solutions when needed to facilitate the needs of our clients.

Read Our Planful Case Study

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Planful Practice Director