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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.
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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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proof
Customers
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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Jonas Reed
Head of Data & AI
Jonas leads our go-to-market strategy with a mix of creative instinct and spreadsheet discipline. Before Prospect, he scaled revenue from $0 to $30M ARR at a fintech startup.
July 13, 2025
Insight
Introducing Maya Holt, our new Head of Customer Experience
Automation is no longer just a time-saver—it’s a strategic edge. Here’s how modern finance teams are freeing up time and reducing risk.
Read article
July 11, 2025
Insight
Why your reporting stack might be working against you
Even great tools become brittle when stitched together. We look at common reporting bottlenecks and how to go about fixing them.
Read article
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