Financial performance management cloud platform for planning and analytics
Planful operates a financial performance management suite built on Salesforce + NetSuite + SAP integrations, with Dell Boomi for middleware. Their hiring velocity is accelerating, but the active pipeline skews heavily toward sales (6 roles) and support (2), with only 1 engineering opening — a characteristic shape for a mature, sales-driven software business scaling customer acquisition rather than core product. Pain points cluster around SDR organization scaling, pipeline quality, and value realization, pointing to a go-to-market organization still tuning its motion.
Planful provides cloud software for financial planning, budgeting, consolidations, reporting, and analytics across mid-market and enterprise customers globally. The platform integrates with core ERP and CRM systems (NetSuite, SAP, Salesforce, Dynamics 365) and serves over 1,500 customers across more than 100 countries. The company is privately held, backed by Vector Capital, and operates from San Francisco with distributed hiring across the US, India, and other regions. Core workflows include business-wide planning cycles, financial consolidation, and AI-accelerated reporting.
Planful's stack centers on Salesforce (CRM), NetSuite and SAP (ERP backends), Dell Boomi (integration middleware), and cloud infrastructure via AWS and Azure. Supporting tools include Outreach for sales engagement, Marketo for marketing automation, and ZoomInfo for data enrichment.
Yes — 6 of 11 active roles are sales positions, with hiring velocity accelerating. Openings span junior through manager levels, including SDR expansion and a focus on building management layers within the sales development organization.
Active initiatives include scaling the SDR organization (pipeline creation, SDR manager development), optimizing sales demo operations, campaign execution measurement, marketing operations, and accelerating customer onboarding and value realization cycles.
Planful's technology stack, projects, and hiring signals are inferred from public hiring and company data — career pages, public listings, and company web presence — then clustered and de-duplicated. Figures are estimates that refresh over time. Read our full methodology →
This is not an official vendor or customer list. It is a technology-adoption signal inferred from public data, intended for B2B research.