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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.
About
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Our Company
Mission, story, and what sets us apart.
Team
Meet the finance practitioners behind your plan.
Careers
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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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Customers
Trusted by hundreds of finance teams across North America.
Case Studies
Real outcomes from real engagements.
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Insights on FP&A, Planful best practices, and value realization.
FAQs
Your questions about implementations, sprints, and pricing—answered.
success stories
Proof in
Performance
Read Success Stories
Read Success Stories
Real outcomes from organizations that transformed their FP&A with Planful.
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Templates
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Integrations
Data & Reporting
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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Tallywave
A lightweight BI tool that lets you build live dashboards without a single line of SQL. Tallywave turns your data into decisions.
See Integration
Data & Reporting
Paydar
A cloud-based general ledger built for fast-moving finance teams. Real-time sync, instant close, zero friction.
See Integration
Finance
Data & Reporting
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
Alignio
Designed for strategic alignment, Alignio connects goals, metrics, and updates into a single source of truth for leadership teams.
See Integration
Payments
Data & Reporting