Planful Case Studies64 Customer Stories & Results

Alltech, Specialized, Rethink Food and Grafton Group plc are among the 64 companies with published Planful stories. Most run it alongside Sage Intacct, and Manufacturing is the most common industry. Filter by industry or ERP below to find companies like yours.

64 customer stories50 with measured resultsUpdated August 2026

Customer stories

Sage Intacct

#1 ERP alongside

Manufacturing

#1 industry

USA

#1 country

ERPs these customers run

Sage Intacct2 (3%)
Intacct1 (2%)
McLeod1 (2%)
Microsoft Dynamics 3651 (2%)
NetSuite1 (2%)
QuickBooks1 (2%)

Industries

Manufacturing15 (23%)
Healthcare8 (13%)
Technology8 (13%)
Retail5 (8%)
Professional Services4 (6%)
Food and Beverage3 (5%)
Agriculture2 (3%)
Construction2 (3%)

Countries

USA41 (64%)
Global14 (22%)
Australia3 (5%)
Germany2 (3%)
United Kingdom2 (3%)
France1 (2%)
UK, USA1 (2%)

Planful customer success stories

Each story records the challenge, what Planful replaced, the ERP it runs alongside and the results the vendor reported. Filter to find companies like yours.

Industry

Rethink Food

Nonprofit · USA

Mid-Market

Runs with QuickBooksReplaced QuickBooks exports, Excel, Google Sheets

From 12 hours to 8 hours

Board Report Time

2.5 months per year

Manual Work Saved

From 2+ months to <1 month

Budget Cycle Reduction

Challenge

Multiple QuickBooks instances, manual consolidation, complex funding sources across multiple entities

Results

Faster budgeting and reporting, improved transparency, scenario planning capability for funding changes

Source ↗

TerSera Therapeutics

Healthcare · USA

Mid-Market

Replaced Layered spreadsheets

Scenarios Capacity

67%

Balance Sheet Speedup

30%

Planning Cycle Speedup

Challenge

Rapid acquisition strategy requires fast scenario modeling and trustworthy numbers

Results

Faster deal evaluation, improved forecast confidence, expanded user base to 50 (80-85% non-finance)

Source ↗

Pinnacle Treatment Centers

Healthcare · USA

Mid-Market

Replaced Spreadsheet-based workforce planning

70+ hours

Annual Savings

6 hours monthly

Reporting Savings

20+ hours per cycle

Compensation Update Savings

Challenge

Workforce complexity from acquisitions, manual processes, spreadsheet limitations

Results

Automated workforce planning, improved visibility, faster updates

Source ↗

Alltech

Agriculture · Global

Enterprise

Replaced Spreadsheet-based manual consolidation

95%

Automation Level

140+

Entities Managed

8 days

Close Time Reduction

Challenge

200+ accountants, complex global operations, 75 manufacturing facilities

Results

Faster close, consistent accuracy, improved control

Source ↗

Grafton Group plc

Retail · Global

Enterprise

Replaced Manual processes

2 billion GBP

Revenue

8000

Employees

330

Locations

Challenge

Manual processes preventing strategic FP&A work

Results

Faster reporting, more strategic analysis

Source ↗

Specialized

Manufacturing · Global

Enterprise

Replaced Legacy workforce planning

Countries

1800+

Employees

Currencies

Challenge

Global workforce planning complexity

Results

Unified global workforce strategy

Source ↗

Hourigan

Construction · USA

SMB

Replaced Excel spreadsheets

5 minutes

Forecast Rollup Time

days

Previous Rollup Time

Challenge

Disparate Excel files, inconsistent processes, revenue forecasting complexity across 15 units

Results

Standardized forecasting, faster roll-ups, business unit leaders have self-service access, freed FP&A team capacity

Source ↗

Integrate

Technology · USA

SMB

Runs with NetSuiteReplaced 50 megabyte Excel files with Power Query

1 hour

Close Time

days

Previous Close Time

Challenge

Large Excel models with complex formulas, knowledge concentrated with one person, version control issues

Results

Faster close, reliable reporting, reduced single-point-of-failure risk, AI-assisted analysis

Source ↗

CalCPA

Nonprofit · USA

SMB

Runs with Sage IntacctReplaced Disconnected budgeting, ERP, and reporting systems

90%

Reporting Time Reduction

2 weeks

Budget Cycle Acceleration

Challenge

Fragmented planning and reporting systems, manual data movement between tools

Results

Faster reporting and budgeting, real-time executive insights, self-service access for budget managers

Source ↗

Planful case studies by industry

Planful in Manufacturing

15 stories · 29 countries

Specialized, Planar, Igloo Products, Dyno Nobel and 11 more.

Read Specialized's story ↓

Planful in Healthcare

8 stories · 6x scenarios capacity

TerSera Therapeutics, Pinnacle Treatment Centers, Apollo Therapeutics, The Cannabist Company and 4 more.

Read TerSera Therapeutics's story ↓

Planful in Technology

8 stories · 1 hour close time

Integrate, Supply Chain Software Provider, Veritone, Rocket Software and 4 more.

Read Integrate's story ↓

Planful in Retail

5 stories · 2 billion GBP revenue

Grafton Group plc, Mi Hub, Room & Board, LT Apparel and 1 more.

Read Grafton Group plc's story ↓

Planful in Professional Services

4 stories · 30% close cycle speedup

Valtech (formerly Kin + Carta), Salas O'Brien, The Lead Group, Ten Lifestyle Group.

Read Valtech (formerly Kin + Carta)'s story ↓

Planful in Food and Beverage

3 stories · 2-3 days time saved monthly

Maison Mirabeau, Chosen Foods, Bickford's Group.

Read Maison Mirabeau's story ↓

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Where this data comes from

These stories are summarised from Planful's own published customer stories, with the customer, industry, prior system and stated ERP extracted from each page. Figures are the vendor's claims and are not independently verified by ERP Research — treat them as directional, and ask for references covering your industry and ERP when you shortlist. Every card links to its original source.