Planful Connector

Enable consolidated financials, budgeting, and forecasting data to flow between Planful™ and Workiva.
Connector Type
Performance Management
Activate Connector

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Automate and accelerate your regulatory and stakeholder reporting.

Eliminate all manual effort in your data refreshes from the Planful platform and gain true end-to-end auditability via connected reporting best practices with Workiva. Pull any data, at any time, by scheduling updates to automatically occur at any frequency while retaining the ability to update on-demand. Use the Workiva pre-built Planful connector to connect in minutes by configuring a few key parameters—no additional software installation or networking technicalities necessary.

Key Features
  • Automated reporting in Planful
  • Streamlined management of data in Planful
  • Connected retrieval of GL and segment data

Planful is a trademark of Planful, Inc. in the United States and/or other countries.

Compatible Solutions
To use this item, your organization needs to have purchased one of the following solutions.
All Solutions
Pricing
Wdata subscription required. Additional fees may apply.
Support and Documentation

Setup
Commands
Working in Wdata

Tags
Dashboards
Financial Close
Reporting - General
Reporting - Annual
Reporting - Quarterly
Reporting - Monthly

Frequently Asked Questions

You can run and retrieve reports, manipulate data, and retrieve segment data via the Planful REST API.

Verify that the user credentials are correct and that the user has Web Service Access enabled. Make sure that the tenant has Web Services enabled. Double check that the tenant code and server address are accurate. This information can be verified by your Planful administrator.

All documentation for Planful is located at https://support.workiva.com/hc/en-us/sections/360009753211-Planful-

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