FP&A software implementation and world-class support, every step of the way

Your path to value starts today. From initial scoping to ongoing adoption, we’ll work as a partnership to build a value-focused strategy that maps your team’s tactical goals to your organization’s macro business outcomes.

1500+ Customers Trust Planful

Discover the Planful difference

74,000

Growing Planful Users

24/7

Access to Emergency Support

4 weeks

Average Time to Go-Live

100%

Support Response SLA for 2026

Your FP&A software implementation team, from scoping to adoption

We scale with your growth, continuously delivering a best-in-class service using our team of financial professionals and technical experts with deep domain expertise.

Professional services

Design a solution that meets your needs, accelerating user adoption to unlock value across your company.

Solution architects

Get FP&A software implementation best practices and expert consultation to get the most out of your Planful environment.

White-glove service and support experts

Access 24/7 support to ensure unparalleled performance.

Dedicated customer success manager

Help you build a value-focused strategic plan to maximize ROI and guide you in the right direction.

Training instructors and Planful academy

Support your learning and training via Planful Academy with a wide variety of on demand and instructor lead courses.

Engage customer community

Your opportunity to define the product roadmap through the Customer Advisory Board or User Groups.

Implementation results from teams like yours

Now we can quickly pull numbers and find the insights we need to better prepare for board meetings."

- Cheryl Chow, Senior Finance Manager at SmartyPants Vitamins

4 weeks

Time to implement Planful

Stress free

Close and consolidations

I can’t imagine trying to do this without Planful. I’d need to hire two more people, at least.”

- Shane Riddle, Financial Planning and Analysis at Planar

2x revenue

While holding overhead flat

One

Single source of truth

Your one-stop shop for financial performance management software

Planful Engage: your ticket to community

Get access to education and learning opportunities

Join forum discussions with fellow Planful experts to learn how other finance leaders are breaking new ground in their organizations.

Form powerful connections with your peers

Connect and collaborate with fellow Planful experts and users to learn how business leaders are breaking new ground in their organizations.

Receive the latest product news

Stay up to date with the latest product innovations and a roadmap driven by your feedback and experience.

Become a Planful champion

Accelerate your career by joining the Planful Champions Club, an exclusive program filled with private events for the industry’s best and brightest.

FP&A software implementation FAQs

How long does FP&A software implementation take with Planful?

Planful customers go live in an average of 4 weeks. Your timeline depends on your scope, the number of data sources you connect, and which processes you bring into Planful first. SmartyPants Vitamins, for example, implemented Planful in 4 weeks. Professional services, solution architects, and a dedicated customer success manager work alongside your team throughout to help you reach value quickly.

What are FP&A software implementation best practices?

Who supports my team during implementation?

How does Planful help my team adopt the platform and move beyond Excel?

What customer support is available after go-live?

Planful customer support, always here for you

Need Help? We’ve made it easy for you to directly reach out to the resources you need via the OneTouch portal which you can access via your Planful application.

Having difficulty? Reach out to us via the following channels:

Send us an email

Planfulsupport@planful.com

Give us a call

+1 833-588-0286, +1 775-285-5462