Planful ConnectorEnable consolidated financials, budgeting, and forecasting data to flow between Planful™ and Workiva.
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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.
- 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.
Frequently Asked Questions
What types of commands can I add to my Chain with the Planful connector?
You can run and retrieve reports, manipulate data, and retrieve segment data via the Planful REST API.
My Planful connector is unable to connect or failing. Where should I begin to look?
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.
Where can I get more information about using Planful commands within my Chain?
All documentation for Planful is located at https://support.workiva.com/hc/en-us/sections/360009753211-Planful-