Google Drive integration automates the data load process in Planful.
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Overview
Planful is the FP&A Platform for Continuous Planning.  Planful delivers a vision of Continuous Planning by accelerating the end-to-end FP&A process and fostering business-wide participation in agile financial planning and decision-making.  Planful provides a Platform for structured planning, dynamic planning, consolidation, reporting and analytics. Planful integrates with Google Drive to load data and then use that data to streamline critical planning and close activities that enable the organization to make better decisions. Place data files on Google Drive and configure a Planful Data Load Rule to load the files from your Google Drive to Planful.

 

Key Benefits

Value - Leverage your existing Google account with the Planful Cloud Platform. Planful is powerful, easy to use, and fast to deploy.

Powerful - In today’s dynamic business environment, you need a platform that is powerful enough to meet your needs. Planful includes the robust functionality that finance and accounting professionals expect. Automated connections between your operational systems and Planful, with the usage of Google Drive, enables a meaningful and effective partnership between finance and the business.

Easy to Use - Ease of use drives user adoption within finance, accounting, and business operations.  For example, all formulas are specified with the familiar Excel formula language, departmental managers can plan on their own terms, and finance can manage the entire platform with point-and-click setup.

Fast to Deploy - To minimize disruption and ensure project success, it is important that new financial platforms are deployed quickly. Planful can be deployed within 8-12 weeks on average. Because Planful is cloud-based, there is no dependency on IT, and prebuilt financial intelligence avoids dedicating time and money to costly customizations. Importantly, financial systems that evolve seamlessly to meet changing business needs enable a more strategic partnership between finance and the business. 



Key features include:

Certified integration with Google Drive
A complete cloud-based Platform for structured planning, dynamic planning, consolidation, reporting and analytics
Robust built-in functionality that finance and accounting users expect
Automated connections between operational systems and Planful
Excel formula language and user experience leverages existing expertise
Point-and-click setup so Finance can manage the entire platform
8-12 week deployments result in faster time to value
Cloud-based deployment so there is no dependency on IT
Prebuilt financial intelligence
API integration with a wide array of source systems: ERP, HCM, CRM, data warehouses, spreadsheets, among others
Additional information
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planfulapp will ask for the permissions shown below. Learn more
planfulapp will need access to your Google account
This will allow planfulapp to :
See, edit, create, and delete only the specific Google Drive files you use with this app
See your primary Google Account email address
See your personal info, including any personal info you've made publicly available
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