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Planful Partner

Planful Cloud FP&A

Purpose-built financial performance management — continuous planning, financial close, consolidation, and reporting in a single cloud platform for the modern Office of the CFO.

Our Approach

Finance-first planning, built for the Office of the CFO

Planful is the pioneer of end-to-end financial close, consolidation, and FP&A cloud software. Unlike generic planning tools, it was designed from the ground up for finance and accounting teams — with built-in financial intelligence, workflow automation, and a familiar Excel-like interface that drives rapid adoption.

Solution Minds implements and optimises Planful for organisations across mining, energy, government, and financial services — tailoring the platform to your chart of accounts, reporting structures, and planning cycles.

Rapid Time to Value

Pre-built templates, intuitive workflows, and minimal IT lift mean Planful goes live in weeks — not months. Teams start seeing value almost immediately.

Continuous Planning

Move beyond static annual budgets. Planful's continuous planning model lets finance teams update forecasts in real time as conditions change — keeping plans relevant and actionable.

Business-Wide Collaboration

Finance, HR, sales, marketing, and operations all plan together in a single connected platform — eliminating the version control issues and manual consolidations that come with spreadsheet-based planning.

The Planful Platform

End-to-End Financial Performance Management

1,500+ companies globally — from mid-market to enterprise — use Planful to run faster planning cycles, close the books quickly, and report with confidence.

Structured & Dynamic Planning
Financial Close & Consolidation
Reporting & Visual Analytics
Planful AI — Embedded Intelligence
Workforce Planning
BudgetingForecastingConsolidationReportingClose ManagementScenario PlanningPlanful AI
Platform Capabilities

Everything finance needs, in one platform

FP&A

Structured & Dynamic Planning

Planful's dual-mode planning supports both the structured annual budget process and the agile, rolling forecasts that modern finance teams need. Pre-built templates and built-in financial intelligence accelerate the planning cycle.

  • Annual budgeting & rolling forecasts
  • Driver-based & scenario modelling
  • Multi-entity & multi-currency support
Financial Close

Financial Close & Consolidation

Automate the financial close process across multiple entities, currencies, and accounting standards. Planful handles intercompany eliminations, multi-entity roll-ups, and statutory consolidation — saving days off every month-end.

  • Automated intercompany eliminations
  • Multi-GAAP consolidation
  • Close task management & workflow
Reporting

Reporting & Visual Analytics

Build management reports, board packs, and operational dashboards directly in Planful — with live data that updates automatically. Excel-familiar syntax makes it easy for finance teams to build and maintain their own reports.

  • Management & statutory reporting
  • Self-service dashboards & charts
  • Variance commentary & narratives
AI

Planful AI

Planful AI is embedded across the platform — detecting anomalies, surfacing forecast variances, generating ML-based projections, and providing an always-on Analyst Assistant that answers natural-language finance questions instantly.

  • Signals: anomaly detection & risk flagging
  • Projections: ML-based budget forecasting
  • Analyst Assistant: conversational finance insights
Workforce

Workforce Planning

Plan headcount, compensation, and workforce costs in detail — modelling the impact of hiring decisions, restructuring, and pay reviews on the P&L in real time. Keep HR and Finance aligned on a single workforce plan.

  • Headcount & FTE planning
  • Compensation modelling
  • Attrition & recruitment forecasting
Integrations

ERP & System Integrations

Planful connects to your ERP, HRIS, CRM, and data warehouse — pulling actuals automatically so finance can focus on analysis, not data wrangling. Native integrations with SAP, Oracle, Microsoft Dynamics, NetSuite, and more.

  • SAP, Oracle, Dynamics 365, NetSuite
  • Workday, BambooHR & other HRIS
  • Excel add-in & API connectivity
The Business Case

From spreadsheet city to confident, connected planning

Many finance teams in WA still run their planning, budgeting, and reporting cycles on complex Excel models — linked workbooks that are time-consuming to maintain, prone to error, and difficult to collaborate on. When something breaks, everyone stops.

Planful replaces this with a purpose-built cloud platform that retains the familiar Excel-like interface your team knows, while adding the structure, automation, and governance that spreadsheets can't provide.

Faster close cycles — Automated data flows and close task management eliminate manual steps that slow down month-end.
One version of the truth — All departments plan in the same system, eliminating conflicting spreadsheet versions and manual consolidations.
Audit trail & governance — Every change is tracked, every assumption is documented — critical for government and listed companies.
Scenario agility — Model multiple budget scenarios instantly and see the downstream P&L impact in real time — without rebuilding spreadsheets.
Planful by the numbers
1,500+
Global customers
100+
Countries
Weeks
Typical go-live
Days
Saved per close cycle
Best fit for organisations that
Have outgrown Excel for planning & consolidation
Need faster close cycles with better controls
Manage multiple legal entities or cost centres
Want finance to collaborate with ops, HR & sales
Are in mid-market to lower enterprise (50–5,000 staff)
Get Started

Ready to modernise your FP&A?

Talk to a Solution Minds consultant about whether Planful is the right fit for your organisation — and how we can get you live quickly.

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