Planful

Connect Planful to Corma to automate Finance & IT, boost software budget visibility, cut costs, and manage Identity Access Management as a service.

What is Planful?

Planful is a cloud-based Financial Planning & Analysis (FP&A) platform that helps organizations streamline budgeting, forecasting, financial consolidation, and reporting in a single system. It enables finance teams to replace fragmented spreadsheets with a centralized planning environment where data is connected, consistent, and continuously updated.

Beyond core planning and reporting, Planful also enhances collaboration between finance and business teams, supports scenario modeling, and improves decision-making through real-time financial insights and automation.

Key Finance Integration Features

Expense Management

Connects financial systems to track SaaS and operational expenses in real time, helping finance teams identify cost inefficiencies, monitor budgets, and improve overall spend visibility across departments.

License Optimization

Analyzes usage and financial data to detect underutilized or redundant software licenses, enabling organizations to reduce waste and optimize recurring SaaS investments.

Proactive Renewals

Provides visibility into forecasting cycles, subscription renewals, and financial commitments, helping finance teams plan ahead and negotiate contracts more effectively.

Automated Workflows

Automates FP&A and IT-related processes such as budgeting cycles, reporting workflows, user access provisioning, and financial data consolidation—reducing manual effort and improving accuracy.

Supported Tools

Integrates with ERP systems, accounting platforms, CRM tools, and banking systems to ensure a unified and continuously updated financial data ecosystem.

Who benefits most from Corma Planful integration

Finance teams managing FP&A processes
Finance teams gain real-time visibility into budgets, forecasts, and financial performance, improving accuracy and reducing reliance on manual spreadsheets across Planful.

IT administrators managing SaaS ecosystems
IT teams can automate provisioning and access control for Planful and connected financial tools, reducing manual workload and improving governance.

HR teams handling employee lifecycle changes
HR teams ensure employees automatically receive or lose access to financial planning tools based on onboarding, role changes, or exits.

Procurement and operations teams optimizing spend
Procurement teams can identify inefficiencies in SaaS and operational spending and improve vendor negotiations using centralized financial insights.

Security and compliance teams enforcing governance
Security teams benefit from centralized access control and audit-ready logs tied to employee identity and role changes, strengthening compliance and oversight.

Frequently asked questions

How quickly can Corma be connected to Planful?
Initial setup takes only a few minutes. Once Planful is connected with your identity provider, synchronization begins immediately, with full automation typically established shortly after.

Do we need technical expertise to implement this?
No. Corma uses pre-built connectors and a no-code setup process, allowing IT teams to configure everything without engineering support.

How is data secured during the integration?
Corma encrypts all data in transit and at rest, enforces strict role-based access controls, and hosts data on AWS infrastructure in France. It is also compliant with ISO/IEC 27001:2022 security standards.

Related Integrations

Check out other integrations that could help you on managing your software licences and accesses!