Planful AI features and pricing (October 2026)

Planful is a financial performance management platform for budgeting, forecasting, consolidation and reporting. Its AI assistants build plans from existing accounts, explain variances and flag anomalies for finance teams.

Planful covers budgeting, forecasting, scenario planning, consolidation and reporting for finance teams, plus marketing planning. The company lists a San Francisco address and offices in Hyderabad, London and Toronto and says more than 1,500 companies use it. Its trust portal shows production regions in the US, Canada, Australia and Europe (UK01). Planful publishes no prices. The AI assistants Planner, Analyst, Help, Projections and Signals are embedded across the platform, and an MCP server connects outside assistants such as Claude, ChatGPT and Copilot, with Gemini marked coming soon in September 2026.

• Builds plans from plain languagePlanner builds a plan or budget from a description, using existing accounts, assumptions and entity structure, and can forecast a specific line such as net sales for a product. Planners start from a populated model and review the output instead of filling templates.
• Explains variances in writingAnalyst answers questions such as what is driving an increase in operating expenses, pulls account-level detail and says whether a variance looks one-time or recurring. The written explanation can go straight into management commentary.
• Creates a statistical baselineProjections uses machine learning to build a baseline forecast, and its ALGO mode picks the best-fit model for the data. FP&A teams get a neutral reference forecast to set against business input.
• Flags anomalies earlySignals scans actuals continuously, flags movements that break the usual pattern and explains the likely cause. Teams see problems before they show up in the monthly variance report and know where to start looking.

• The trust portal lists production regions in the US, Canada, Australia and a European region running as UK01, so the data location for European accounts should be confirmed in the contract.
• Holds SOC 1 Type II and SOC 2 Type II reports and ISO/IEC 27001:2022 and 27701:2019 certificates, according to its trust portal.
• AI features combine Planful's own engine with OpenAI models, and Planful states that customer data is not used to train external models.

Planful lists San Francisco as its company address, with further offices in Hyderabad and London.

Ask sales for pricing and whether the AI assistants are included or licensed separately. Ask where your account's data will be stored, since the European region on the status portal runs as UK01, and check how OpenAI processing is covered in the data processing terms. Ask for the SOC 1 Type II report if auditors rely on Planful for consolidation. Check connectors to your ERP before signing.

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