PLANFUL BY KEENVISION

-- Advanced Planning

At KeenVision, we have designed advanced applications using Planful for several years – our team has a deep knowledge of the platform.

Planful + KeenVision: Consolidations & Planning in One Platform

Planful’s strength and uniqueness in the EPM market today is the ability to manage the rigors of Accounting Consolidations processes along with Financial Planning.

KeenVision works with Accounting teams to integrate Planful with Account Reconciliation platforms (Blackline, FloQast, ADRA) as well as Workiva external reporting capabilities to provide full Record-to-Report solutions.

Planful’s Financial Planning capabilities support modern planning approaches extending across all 3 financial statements.

Why Clients Choose KeenVision:

We don’t just implement — we embed. From discovery to post-launch, our team serves as a true extension of yours. We’ve worked with dozens of mid-market and enterprise clients to streamline how Finance works inside Planful.

With more than a decade of experience on Planful, KeenVision supports Planful clients not just through implementation, but with guided Technical Assistance to help teams continuously improve and adapt over time.

Explore our Technical Assistance overview — including implementation, optimization, and close management.

What Planful Does Well:

Accelerate Financial Close: Automate routine steps, enforce controls, and close faster every month

Complex Consolidations: demonstrated ability to manage multi-entity, multi-ledger, multi-currency processes

Best-in-Class Solution Integrations: leverage the top-tier of Close Management applications with direct integration including Blackline, FloQast and Workiva

Real Time Reporting & Analytics: Deliver board-ready dashboards and GL-backed insights on demand

Enterprise-Grade Planning: Centralize budgeting, forecasting, driver-based modeling, and “what‑if” analysis

Cross-Functional Alignment: Connect finance, sales, ops, and HR on a single platform

How We Deliver Results:

Design: Tailored design that reflects your unique planning rhythm

Education: Admin and Power User training for ownership and susatainability

Customization: Close and Reporting structure aligned with operational needs

Efficiency: Rapid optimization for teams already using Planful

"We helped a food distribution company reduce manual reporting by 75% and also to implement department forecasting across 12 P&Ls in less than 90 days"

Why Planful?

Planful balances scalability and accessibility. With both Web and Excel-based reporting, it meets Finance teams where they are — and supports cross-functional planning without over-complication. It’s ideal for companies moving away from manual Consolidation or fragmented Planning.