Planful helps businesses drive peak financial performance and is used around the globe to streamline business-wide planning.

San Francisco, CA
Joined December 2009
New to Planful, or ready to get more from it? Start here. 🚀 In 30 minutes, see how planning, close, consolidation, and reporting connect in one platform, with Planful AI throughout. Watch on demand 👉 ow.ly/pKEU51012GK
47
Culture is how we show up for each other and our customers every day. 💜 Congrats to our Q3 Values Awards winners! 🥁 Customers: Madhuker Eragoni Teams: Sara Kirton Progress: Elisa Maya Intention: Abbey Westbrook Action: Charley Smotherman We’re proud to have you on the team! 🎉
58
Budgeting season is in full swing. 🍂 Watch our Planful360 session on demand and see how Projections, Signals, and AI Analyst help your team build budgets faster, with fewer surprises. Watch now 👉 ow.ly/2F3i50ZZ1k8
63
Halfway through #BreastCancerAwarenessMonth, and our team is showing up in pink 🎀 Hyderabad hosted a Wellness Day, we heard from the The Breasties community, and a company-wide steps challenge runs all month. Thank you for showing up, in pink and in steps 💗
63
Starting at 9 am PT! ⏰ Today on Planful360: build three what-if scenarios live in Planful, using the data and drivers you already have. 12 PM ET / 9 AM PT There's still time to join us: ow.ly/Q96950ZY5fC
71
AI is moving fast. CFOs are under pressure. So where does AI actually fit? Huge thanks to Natalie Quann from CalCPA for bringing her experience to the stage with us at CFO LC. And to our Denver customers: thanks for the great conversations, and shared insights around the table.
96
The finance teams getting real returns from AI share one thing: AI that knows their business. 💡 Join finance leaders in Dallas for a breakfast briefing on moving from pilot to payoff. 📍 Marriott Dallas Uptown 📅 Thu, Oct 22 · 9–11 AM CT Save your seat 👉 ow.ly/emFf50ZXIAg
58
What if revenue comes in 10% lower?" Answer with three scenarios in an afternoon. ✅ This Thursday on Planful360, build what-ifs live in Planful using the data and drivers you already have. Thu, Oct 15 · 12 PM ET / 9 AM PT Save your seat 👉 ow.ly/2ebg50ZXmoi
75
Your team is using AI. Now the question is what it’s returning. ☕ Join finance leaders in Chicago for a breakfast briefing on moving from AI pilots to measurable value. 📍 JW Marriott Chicago 📅 Wed, Oct 21 · 9–11 AM CT ow.ly/qVss50ZWuJQ
84
Today is Wellness Day at Planful. 🌿 Once a quarter, the whole company steps away to rest, reflect, and re-energize. Whether you’re outside, prepping for a race, or doing absolutely nothing, enjoy the time for yourself. Cheers to starting Q4 right. 💚
122
Starting at 9 am PT! ⏰ Today on Planful360: see how Planful Spotlight keeps Excel, PowerPoint, and Word connected to live Planful data, with one-click refresh and drill-through analysis. 12 PM ET / 9 AM PT There's still time to join us: ow.ly/MLT050ZUJoh
74
Keep Excel, PowerPoint, and Word connected to live Planful data. This Thursday on Planful360, see one-click refresh and drill-through analysis with Planful Spotlight. Thu, Oct 8 · 12 PM ET / 9 AM PT Save your seat 👉 ow.ly/q9Nu50ZU9YW
93
Perform26 comes to London 🇬🇧 on 11 November. One day at the Park Hyatt London River Thames: a keynote on the new operating model for finance, the product roadmap, hands-on workshops, and customer sessions. Register for free: ow.ly/gr6g50ZU4UC
129
Starting at 9 am PT! ⏰ Hearing about AI everywhere and still wondering where it fits into your finance workflows? Today's session shows you practical ways to use AI across planning, reporting, and analysis. 12 PM ET / 9 AM PT Save your seat: ow.ly/wBvN50ZSMai
106
Salas O'Brien welcomed 10+ companies in a single year. Their finance team consolidates all of it across 50+ legal entities and 100+ offices in Planful, and gets reports to leadership two days faster after month-end. Learn how: ow.ly/l2xZ50ZR8zm
105
Missed this morning's session? Watch it on demand. Automating your consolidation process gives you a close that runs the same way every month. It's helped customers like Ferraro Foods close in 4.5 days with a two-person team. 👉 Watch the replay: ow.ly/v0u850ZR8lS
1
105
Just a few days away. See the Planful MCP Connector live: set it up, keep governance and data lineage intact, and ask natural-language questions of your Planful data from the tools you already work in. Wed, Sept 23 · 10 AM PT · 1 CPE credit Register: ow.ly/YsLx50ZO6Oi
107
Starting at 9 am PT! ⏰ Budgeting season is here. See a live walkthrough of Planful AI: pre-seed budgets with Projections, catch anomalies early with Signals, and get instant answers from AI Analyst. 12 PM ET / 9 AM PT Save your seat: ow.ly/4gUR50ZO6Hi
90
Automating your consolidation process gives you a close that runs the same way every month. On Sept 24, see how it works in Planful. It's helped customers like Ferraro Foods close in 4.5 days with a two-person team. 12 PM ET / 9 AM PT Save your spot: ow.ly/q1um50ZO6C3
1
91