We help finance teams implement and improve Planful: connecting source systems, mapping data and setting up planning, consolidation and reporting that ties to the ledger.
15Planful can run planning and close. Only if the data feeding it is right.
Planful brings planning, consolidation and reporting into one cloud platform. Like any FP&A tool, it depends on clean data from your ERP and other systems.
We focus on integrations, data mapping, model design and reconciliation so your team trusts what Planful shows.
We work as an independent consultancy, for your finance team.
Structure, dimensions and hierarchies configured around your reporting and planning process.
Connecting your ERP, accounting and other source systems so actuals load automatically.
Chart of accounts, entity and currency mapping with intercompany rules.
Budget, forecast and scenario models linked to live actuals.
Consolidated financial statements, budget vs actual and KPI reporting.
Training, runbooks and optional month-end support.
1–2 weeks: we review your systems and reporting needs, then deliver a plan, specifications and a fixed quote.
We connect each source system and map accounts, entities, currencies and dimensions into one consistent structure.
We reconcile against your ledger for recent closed months, so numbers earn trust before reports are built on them.
We build the reports, train your team and leave a runbook, with your sign-off at every phase.
Finance teams, CFOs, FP&A leaders and global capability centers (GCCs) using or choosing Planful.
Datarails · NetSuite · Business Central · Cube · Vena · Adaptive Planning
No. We are an independent consultancy working for your finance team.
Yes. We review what is not working, fix data and model issues, and extend reporting.
Yes. We connect common ERPs and accounting systems, plus other sources where needed.
Timelines depend on entities, systems and scope. Discovery gives you a fixed timeline and price.