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IMPLEMENTATION
Planful Implementation
Design, build, and enablement for Planning, Reporting, and Consolidation.
optimization
Value Sprints & Optimization
Quarterly arcs to continually unlock capability and ROI.
specialists
Adra Close Management
Balance, reconcile, and close with confidence
Enablement & Advisory
Training, governance, and steady-state co-management.
FINANCE-FIRST
Finance experts,
for finance teams
Explore Our Approach
Explore Our Approach
Every solution designed by CFOs, controllers, and FP&A leaders who've lived your challenges.
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Our Company
Mission, story, and what sets us apart.
Team
Meet the finance practitioners behind your plan.
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expertise
Industries We Serve
Manufacturing, Retail/CPG, Tech, Medical Devices, and more.
Our Approach
Finance-first, Planful-dedicated, value-driven.
OUR TEAM
Real finance experience. Deep platform mastery.
Meet Our Team
Meet Our Team
Finance leaders specializing in Planful implentation
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Trusted by hundreds of finance teams across North America.
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Real outcomes from real engagements.
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Insights on FP&A, Planful best practices, and value realization.
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Your questions about implementations, sprints, and pricing—answered.
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Proof in
Performance
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Read Success Stories
Real outcomes from organizations that transformed their FP&A with Planful.
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Templates
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Integrations
Collaboration
Integrations
Connect to your existing stack—no friction, no duplication and no headaches.
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Payments
Data & Reporting
Finance
Collaboration
Are we missing an integration?
If you want to see a specific product integration, let us know, we’re all ears!
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Loopform
Dynamic, team-friendly forms that adapt as workflows evolve. Use Loopform to collect vendor info, approvals, and everything in between.
See Integration
Payments
Collaboration
Rivina Money
An ERP-lite system for growing finance teams that need structure without the overhead. Reckno offers clean, modular tools for GL, AR, and reporting.
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Finance
Collaboration
QuantaSync
A no-code data pipeline for syncing apps, warehouses, and reporting tools. QuantaSync makes your metrics always-on and always accurate.
See Integration
Collaboration
Staffway
Modern headcount and role planning that actually works. Staffline helps you model org changes, hiring plans, and compensation scenarios with ease.
See Integration
Collaboration
Data & Reporting
Kira
Intelligent cash flow monitoring for modern businesses. Kira connects directly to your bank to surface liquidity trends and upcoming obligations.
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Finance
Collaboration