List of Planful Integrations

This is a list of platforms and tools that integrate with Planful. This list is updated as of December 2025.

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    Sage Intacct Reviews & Ratings

    Sage Intacct

    Sage Intacct

    Transform your financial management with real-time insights and automation.
    Sage Intacct stands out as a leading cloud-based financial management solution tailored for businesses on the rise. This software encompasses a wide array of functionalities, such as essential financial operations, accounts payable and receivable, cash flow management, and the ability to consolidate multiple entities. By automating vital financial tasks, it significantly boosts both efficiency and accuracy. Users can access real-time financial data through user-friendly and customizable dashboards, which aids in making informed, data-driven decisions. Moreover, Sage Intacct integrates effortlessly with a variety of business applications, providing a cohesive overview of operations and promoting data consistency and teamwork across different departments. Its advanced reporting and analytics features empower users to create comprehensive financial reports, monitor essential performance metrics, and derive valuable insights into their financial health. Scalable and dependable, Sage Intacct is trusted by numerous organizations globally. It adeptly manages complex organizational frameworks with its multi-entity management capabilities, ensuring smooth consolidations and inter-entity transactions. The cloud-based architecture guarantees ongoing updates and innovations, keeping financial management tools relevant. Additionally, with its award-winning customer service, Sage Intacct equips businesses to enhance their operational efficiency and financial clarity, ultimately driving growth and success.
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    Microsoft Excel Reviews & Ratings

    Microsoft Excel

    Microsoft

    Transform data into insights with precision and ease.
    Microsoft Excel is the world’s most versatile data analysis and visualization platform, designed to help you make smarter decisions with clarity and precision. Whether you’re a student, entrepreneur, analyst, or enterprise professional, Excel enables you to transform raw numbers into actionable insights. Its powerful combination of formulas, charts, and PivotTables provides everything needed for modeling, tracking, and reporting. The introduction of Microsoft Copilot elevates Excel into an AI-driven assistant that can generate formulas, summarize data sets, and explain calculations in plain language. For more advanced users, Python in Excel opens up new horizons for data science and predictive analytics, all within a familiar spreadsheet interface. With cloud-based collaboration and version control, teams can coedit, share, and review data securely across devices. Excel’s integration with Word, PowerPoint, and Power BI makes it an essential hub for business intelligence and cross-functional workflows. Security features like Microsoft Defender and ransomware protection ensure your files remain safe from threats while maintaining compliance. Available across desktop, web, and mobile, Excel provides a unified experience wherever you work. For over three decades, Excel has empowered millions to calculate, visualize, and communicate with confidence—now reimagined with the power of AI.
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