RSM, Planful and your organisation

Confident, impactful financial decision-making

Planful is a leading financial planning and analysis (FP&A) cloud platform. More than 800 customers rely on Planful for financial planning and budgeting, dynamic operational planning, financial consolidations, reporting, and visual analytics.

Through combining our financial planning and analytics expertise with this powerful software platform, RSM is able to partner with your organisation to achieve your business objectives more effectively and efficiently.

By partnering with Planful and RSM we can help you spend less time in spreadsheets and more time making faster, more strategic business decisions. 

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Planful provides a proven, scalable platform that accelerates reporting, analytics, financial planning, and the close process.


Easy to use


Robust reporting


A single source of truth


Fast to deploy



Excel formula language and experience | Point and click setup |  Finance owned and managed.

Robust library of reporting formats and delivery options | Self service reporting.

Fully integrated platform | Ability to integrate with any source data – ERP, CRM, data warehouse and more.

Eight to 12 weeks average implementation | Cloud deployment | Pre-built financial intelligence.

Complete suite | Functional depth | United finance and operations.

The benefits of using Planful FP&A software


Shorten your organisation’s planning and forecasting cycle times by up to 50 per cent

Automate your financial planning, budgeting, and forecasting processes. Use pre-built templates or build your own planning templates to meet the financial, workforce, capital planning needs of your organisation. Support continuous planning with rolling forecasts and driver-based planning, to keep up to the pace of your business.

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Reduce your average time to close by up to 75 per cent with automated processes and workflow management

Accelerate and automate your financial close and compliance processes. Easily connect data from multiple systems across your organisation. Whether your company has more than one general ledger, plans to acquire another company, leverages global currencies, or is preparing for an external audit, Planful consolidation will meet your needs.

Structured planning provides control and confidence

Meet the structured demands of standardised financial planning and reporting requirements and regulations with Planful. Planful automates labour-intensive planning activities in a complete cloud-based platform – giving your finance team control, consistency, and confidence in corporate financial plans.


Create dashboards and reports with just one click

Planful offers powerful visualisation and interactive financial dashboards for financial and non-financial data. This helps service line managers to keep an eye on key metrics that drive their business, so they can easily spot trends, identify performance gaps and stay ahead of business problems.

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Presentation-quality management, regulatory, and ad-hoc reporting

Planful reporting provides a comprehensive library of reporting formats and delivery options, enabling end users to produce a wide range of interactive financial and management reports leveraging a single source of truth. Generate IFRS-compliant and US GAAP balance sheets, income statements, statements of cash flow and other financial and statutory reports.

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Data integration for single source of the truth

Connect to any system and load any source data into Planful with the ability to combine operational and finance data that is meaningful and stays current at all times. Planful provides powerful, bi-directional data integration capabilities allowing access to data from ERP, HCM, CRM, data warehouses, spreadsheets and other sources - whether they are on-premise or cloud-based. 

Workforce Planning

Planful has a powerful Workforce Planning module, enabling planning and reporting at employee level. Flexible compensation items can be set up in the system, allowing Planful to perform these calculations. 

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Planful Collaboration

Planful makes it easy for different departments to communicate with each other. There is no longer the need to exchange reports via emails to request changes and approvals, as users can leave their comments and create tasks directly from within Planful reports. 

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Business challenges that Planful can help your organisation with


Multiple versions of data sources and limited access / visibility


Non-standard and inconsistent financial data


You are looking to improve efficiency and reduce costs


A disjointed planning process


Manually intensive and time consuming financial processes

Planful draws from a ‘single source of truth’, reducing the risk of errors, improving reporting and providing greater insight into your financial status.

By using the reporting facilities built into the heart of Planful, managers are able to review standardised financial reports and dashboards, with an agreed set of metrics, across the organisation.

Planful standardises and automates the planning, statutory and management reporting process right across the organisation, enabling companies to develop capabilities that allow finance to proactively support business performance.

Planful provides the structure to align corporate strategy with the execution of business operations, improving cash forecasting and budgetary control.

Planful automates and reduces the time to collect data, develop budgets, consolidate financial results and generate reports.