G2 + TrustRadius: Customers Love Our Financial Performance Management Software

• Planful earns high marks on the two largest software review platforms: 8.2 out of 10 across 280 reviews on TrustRadius, and 4.3 out of 5 across more than 500 reviews on G2.
• TrustRadius named Planful a 2026 Top Rated Award and Buyer’s Choice Award winner, extending a run of recognition that started in 2021.
• G2 named Planful a Leader in its 2026 Summer Reports across the Enterprise, Mid-Market, and Momentum Grid® Reports for Budgeting and Forecasting, Financial Close, and FP&A, and ranked Planful among the Top 50 products in its 2026 Best Software Awards for Accounting & Finance.
• Planful ranks highly in the categories finance teams evaluate most, including Corporate Performance Management, Financial Close, Budgeting and Forecasting, and FP&A.
• Every one of these awards comes from verified customer reviews, not analyst opinions, nominations, or judging panels. The recognition reflects what real finance, accounting, and FP&A teams say about using Planful.

For years, business-to-business customers have looked to industry analysts for guidance when choosing products and services.

The well-established firms, such as Gartner, Forrester, IDC, Constellation, and many others, have teams of researchers, experts, and practitioners, along with methodical processes and rankings, to offer qualitative and quantitative insights to business buyers searching for the right financial performance management software vendor.

Over the past twenty-odd years, however, online communities have empowered regular folks to offer opinions and ratings like never before.

Restaurant review site Yelp, among others, provided the early framework for these types of services, where patrons of restaurants, spas, lawn services, and other businesses can offer their unvarnished comments and assign a star rating. B2B buyers soon wanted these same reviews from real users to augment the guidance from more traditional analysts.

Today, the most recognizable business software and services market user review sites are G2, TrustRadius, and Gartner Peer Insights. Tens of millions of professionals from around the world visit these sites each year to offer reviews, insights, and rankings that help other B2B buyers make better decisions. Here’s what some of them had to say about Planful.

8.2 out of 10 | 280 reviews

TrustRadius collects verified, peer-based guidance and research from business users who provide the site with nearly 18 million monthly page views. Overall, Planful scores well based on reviews and rankings from Planful customers working in finance, accounting, and FP&A.

That track record shows up year after year. Planful earned the TrustRadius Top Rated badge in 2021 and 2022. In 2023, we added Best Feature Set, Best Value for Price, and Best Relationship. In 2024, we won the Most Loved award along with Buyers’ Choice awards for Corporate Performance Management (CPM), Financial Close, Budgeting and Forecasting, and Financial Planning and Analysis (FP&A). In 2025, the recognition continued with both a Top Rated Award and a Buyer’s Choice Award, which requires that “75% of reviewers have to select you for best capabilities, best value for price, and best customer relationship.”

For 2026, Planful extends the streak with another Top Rated Award and another Buyer’s Choice Award. What sets these apart is the source: they run entirely on verified customer reviews. No nominations, no panels, no analyst opinions. The recognition comes straight from the finance, accounting, and FP&A teams working in Planful every day.

Those are some great awards, if we do say so ourselves. We’re even more humbled by what our customers actually say about us in their TrustRadius reviews:

• A finance and accounting director at a mid-size computer software company says, “Planful has allowed our FP&A org to be able to slice and customize data in a more organized and efficient manner than what we’ve previously had to do. It’s given trust to our executive team that the data is correct and accurate, all the while providing reporting on a more timely basis.” [Read the full review]
• A finance and accounting team member at a mid-size internet company says, “We use Planful for our consolidated financial reporting and FP&A. It helps us with creating a high-level view of the business and allows us to be very flexible in our reporting and KPI reporting.” [Read the full review]
• An accounting manager at a mid-size electrical and electronic manufacturing company says, “We use Planful as our budgeting and consolidation software for our whole company which is comprised of many legal entities and multiple ERP systems. By having a single source to consolidate all of our financial information, it has vastly improved our reporting and budgeting process to where we can spend more time analyzing the results.” [Read the full review]

4.3 out of 5 | 501 reviews

G2 is the largest software marketplace and review platform, with over 90 million annual users. It ranks software companies and products based on authentic, timely reviews from real users.

Planful is highly ranked in several G2 categories, including Corporate Performance Management (CPM), Financial Close, Budgeting and Forecasting, and Marketing Resource Management.

In 2022, Planful earned G2 badges for High Performance Enterprise and for being a Leader, an Enterprise Leader, a Momentum Leader, and a Leader for Mid-Market Customers. Planful for Marketing also earned 2022 G2 badges for High Performer, Best Support, and Easiest To Do Business With.

In 2023, Planful also ranked in the broad category of top overall accounting and finance software.

In 2024, and continuing our consistent customer recognition, Planful ranked across multiple categories in G2’s Winter, Spring, Summer, and Fall Crowd Reports. Customers also placed Planful in the G2 Spring 2024 Grid® for Budgeting and Forecasting Software as a leader with a strong market presence.

In 2025, customers kept Planful highly ranked through the G2 Winter and Fall Reports. Planful earned top marks across the Enterprise and Mid-Market Grid® Reports for Budgeting and Forecasting, Financial Close, and FP&A, took Momentum Grid® recognition in FP&A, and ranked in Marketing Resource Management on the Enterprise Results Index and the Mid-Market Usability Index.

In 2026, Planful was named a Leader in the G2 Summer Reports, topping the Enterprise, Mid-Market, and Momentum Grid® Reports for Budgeting and Forecasting, Financial Close, and FP&A. Planful also made G2’s 2026 Best Software Awards, ranking among the Top 50 Accounting & Finance Software products. These awards aren’t decided by panels or judges. They run on verified customer reviews and real market data.

Again, we’re very proud of these awards because rankings are based on real reviews from real Planful customers. Customers who say things like:

• A logistics and supply chain professional at an enterprise-sized company says Planful’s “new AI functionality appears helpful and out-of-the-box user friendly” and “customer service is phenomenal.”
• A vice president, planning and analysis, at a mid-size company says, “The most flexible, dynamic and user-friendly analytical tool I have ever used in my 30+ year’s career. Their customer support is second to none, and has always been there to solve any issues we encounter.”
• A senior FP&A analyst at a mid-size company says, “Planful has transformed our forecasting process from an Excel-based process where we had to collect feedback from multiple parties and stitch several files together, to a seamless process where changes are real-time and have a higher degree of accuracy.”

You can read these, along with the rest of our 500-plus reviews, on G2.

While traditional analysts provide deep and broad expertise in evaluating financial performance management software and solution vendors, there is really nothing like an unfiltered review from a real customer.

G2 and TrustRadius, along with other sites like Gartner Peer Insights, are giving B2B software users a forum to help inform others about the pros and cons of vendors and their solutions.

We’re proud of what our customers say about Planful. Explore our reviews from happy customers on G2 and TrustRadius to learn about their experiences with Planful’s best-in-class financial performance management solution.

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