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    Planful is a cloud-based financial performance management platform that uses AI to accelerate financial planning, budgeting, consolidation, and reporting for finance and accounting teams. Its Predict AI engine provides anomaly detection and contextual signals to improve financial decision-making.

    Category

    Finance

    Subcategory

    Financial Planning

    Free Tier

    Not available yet

    Paid Plans

    Enterprise licensing; pricing on request

    API Cost

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    Web App

    Planful Trust & Security Report

    Certifications, AI-training posture, and security controls, with sourced proof.

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    SOC 2 Type 2SOC 1 Type 2ISO 27001:2022ISO 27701:2019HIPAA (Business Associate Addendum)GDPR (compliance posture / DPA with SCCs)

    Verified against Planful's own trust and security pages. See the full report for sourced proof →

    Region

    Multi-region SaaS hosting: the live status page (trust.planful.com) separately monitors US, Australia, Europe, Canada, and a distinct 'Planful for Marketing' instance, indicating regional production instances rather than a single fixed data center. No single-tenant or customer-selectable data-residency guarantee was found documented.

    Trains on Data

    No

    Self-hostable

    No

    Finance teams accelerating month-end close with automated consolidationBuilding driver-based financial plans and rolling forecastsAI anomaly detection in large financial datasetsProducing board-ready financial reports and commentaryMulti-entity and multi-currency financial consolidation

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