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Planful: what they publish

planful.com · Financial planning and close · checked 2026-10-21

30/100EBand E

Rank 11 of 47 in Financial planning and close, where the median is 17.

Public transparency score, not a product or security rating. Latest check: 2026-10-21. How the score works.

Evidence at a glance

Choose a check to see its source, date and scope.

Not found means not found at the addresses we checked. Not measured means we could not complete the check.

Start a vendor reviewDownload evidence (CSV)

Overview

1 day since the newest dated result, 1 since the oldest. 12 of 12 criteria have a measured result in the last 30 days. Failed checks and undated results are excluded.

Evidence freshness is a statement about our measurement and is kept apart from the transparency score, which is frozen at v1. How good our own measurement is.

Transparency labelsaas-ranking.com

Planful

planful.com · Financial planning and close

  1. A
  2. B
  3. C
  4. D
  5. E
  6. F
E 30of 100 Rank 11 of 47

Published commitments3 of 9 found

Measured behaviour1 of 3 found

Checked 2026-10-21. Every line links the page we found it on. A cross means we found nothing at the addresses we checked, not that the vendor has no such document. A transparency score, not a product rating.

Downloads include all checks, source URLs, dates and the snapshot ID for your procurement file. We do not issue badges.

The label is the whole measurement in one object: every criterion with its weight, the band, and the date. Public transparency score, not a product or security rating.

Every line in it links the page we found the result on, or lists the addresses we checked. A cross means we found nothing there, not that Planful has no such document.

Where Planful sits in Financial planning and close

  1. A0 0%
  2. B0 0%
  3. C1 2%
  4. D1 2%
  5. E14 30%
  6. F31 66%
47 vendors with a score; 4 more without a score because we could measure too little. Bands have fixed thresholds, see how the score works.

The band of Planful is marked. Vendors without a score are the ones where we could measure too few criteria to rank them – a gap on our side, counted separately.

What Planful states

The exact figures and names we read off the pages linked below, with the sentence they stand in. This is what they publish, not what we verified about their systems.

Gaps, heaviest first

✗

Data processing agreement (DPA)

weight 3 of 3

No data processing agreement found.

Checked 8 addresses on 2026-10-21.

Show the 8 addresses we checked
  1. https://planful.com/legal/dpa – reached, no match (HTTP 404)
  2. https://planful.com/dpa – reached, no match (HTTP 404)
  3. https://planful.com/legal/data-processing-agreement – reached, no match (HTTP 404)
  4. https://planful.com/data-processing-agreement – reached, no match (HTTP 404)
  5. https://planful.com/legal/data-processing-addendum – reached, no match (HTTP 404)
  6. https://planful.com/legal/gdpr – reached, no match (HTTP 404)
  7. https://planful.com/trust/dpa – reached, no match (HTTP 404)
  8. https://planful.com/privacy/dpa – reached, no match (HTTP 404)

Is this wrong? Send us the URL

Across the market: Data processing agreement in Financial planning and close: 2 of 47 companies

✗

Data location: where they say data is hosted

weight 3 of 3

No statement about data location found.

Checked 7 addresses on 2026-10-21.

Show the 7 addresses we checked
  1. https://planful.com/security – reached, no match (HTTP 404)
  2. https://planful.com/trust – reached, no match (HTTP 200)
  3. https://planful.com/legal/privacy – reached, no match (HTTP 404)
  4. https://planful.com/privacy – reached, no match (HTTP 404)
  5. https://planful.com/privacy-policy – reached, no match (HTTP 200)
  6. https://planful.com/compliance – reached, no match (HTTP 404)
  7. https://planful.com/legal/privacy-policy – reached, no match (HTTP 200)

Is this wrong? Send us the URL

Across the market: Data location stated in Financial planning and close: 16 of 47 companies

✗

Status page with incident history

weight 2 of 3

No public status page found.

Checked 3 addresses on 2026-10-21.

Show the 3 addresses we checked
  1. https://status.planful.com/ – The name "status.planful.com" could not be resolved.
  2. https://planful.com/status – reached, no match (HTTP 404)
  3. https://planful.com.statuspage.io/ – Could not be fetched: fetch failed.

Is this wrong? Send us the URL

Across the market: Status page with history in Financial planning and close: 4 of 47 companies

✗

Public pricing with figures

weight 2 of 3

No public pricing with figures found.

Checked 5 addresses on 2026-10-21.

Show the 5 addresses we checked
  1. https://planful.com/pricing – reached, no match (HTTP 404)
  2. https://planful.com/pricing/ – reached, no match (HTTP 404)
  3. https://planful.com/plans – reached, no match (HTTP 404)
  4. https://planful.com/en/pricing – reached, no match (HTTP 404)
  5. https://planful.com/pricing-plans – reached, no match (HTTP 404)

Is this wrong? Send us the URL

Across the market: Public pricing in Financial planning and close: 8 of 47 companies

✗weight 2 of 3

Third-party requests seen on the first load, before any interaction.

Checked 1 address on 2026-10-21.

Show the 1 address we checked
  1. https://planful.com/ – third-party requests before any interaction: 323-ltc-321.mktoresp.com, alb.reddit.com, analytics.ahrefs.com, api-gw.metadata.io, api.ipify.org, bat.bing.com, bat.bing.net, cdn.cookielaw.org, cdn.jsdelivr.net, cdn.metadata.io, connect.facebook.net, geolocation.onetrust.com, munchkin.marketo.net, pagead2.googlesyndication.com, pixel-config.reddit.com, px.ads.linkedin.com, region1.google-analytics.com, s.ml-attr.com, snap.licdn.com, static.hotjar.com, unpkg.com, www.facebook.com, www.google-analytics.com, www.googletagmanager.com, www.redditstatic.com

Is this wrong? Send us the URL

Across the market: No third-party tracking before consent in Financial planning and close: 3 of 50 companies

✗

Notice before subprocessors change

weight 2 of 3

No commitment to give notice before subprocessors change found.

Checked 8 addresses on 2026-10-21.

Show the 8 addresses we checked
  1. https://planful.com/legal/subprocessors – reached, no match (HTTP 404)
  2. https://planful.com/subprocessors – reached, no match (HTTP 404)
  3. https://planful.com/sub-processors – reached, no match (HTTP 200)
  4. https://planful.com/legal/dpa – reached, no match (HTTP 404)
  5. https://planful.com/dpa – reached, no match (HTTP 404)
  6. https://planful.com/legal/data-processing-agreement – reached, no match (HTTP 404)
  7. https://planful.com/trust/subprocessors – reached, no match (HTTP 404)
  8. https://planful.com/legal/sub-processors – reached, no match (HTTP 200)

Is this wrong? Send us the URL

Across the market: Notice before subprocessors change in Financial planning and close: 4 of 47 companies

✗

Uptime SLA with a figure

weight 1 of 3

No uptime figure found.

Checked 6 addresses on 2026-10-21.

Show the 6 addresses we checked
  1. https://planful.com/legal/sla – reached, no match (HTTP 404)
  2. https://planful.com/sla – reached, no match (HTTP 404)
  3. https://planful.com/legal/service-level-agreement – reached, no match (HTTP 404)
  4. https://planful.com/trust/sla – reached, no match (HTTP 404)
  5. https://planful.com/uptime – reached, no match (HTTP 404)
  6. https://planful.com/legal/uptime-sla – reached, no match (HTTP 404)

Is this wrong? Send us the URL

Across the market: Uptime SLA with a figure in Financial planning and close: 1 of 47 companies

✗

security.txt (RFC 9116)

weight 1 of 3

No security.txt found.

Checked 1 address on 2026-10-21.

Show the 1 address we checked
  1. https://planful.com/.well-known/security.txt – reached, no match (HTTP 404)

Is this wrong? Send us the URL

Across the market: security.txt (RFC 9116) in Financial planning and close: 3 of 47 companies

Evidence

The full source lists sit behind these two groups, so that the answer above stays readable.

Published, with a source 4
✓

Subprocessors: the published list

weight 3 of 3

The actual list is published, not just a promise to keep one.

Source: https://planful.com/legal/sub-processors/ · checked 2026-10-21

Across the market: Subprocessor list in Financial planning and close: 5 of 47 companies

✓

HTTPS enforced with HSTS

weight 2 of 3

HTTP redirects to HTTPS and the HSTS header is set.

  • HSTS max-age 63072000 seconds (730 days).
    Show the exact wording

    max-age=63072000

    Read at https://planful.com/

Source: https://planful.com/ · checked 2026-10-21

Across the market: HTTPS enforced with HSTS in Financial planning and close: 37 of 50 companies

✓

Certifications named (SOC 2, ISO 27001)

weight 1 of 3

SOC 2 or ISO 27001 named on a public page.

  • Named on that page HIPAA (not counted: the sentence does not carry it), ISO/IEC 27001 (unclear from the sentence), ISO/IEC 27701 (unclear from the sentence), SOC 2 (not counted: the sentence does not carry it), SOC 2 Type II (unclear from the sentence). The sentence we kept does not carry this finding on its own, so it counts in no list and no figure.
    Show the 5 exact wordings

    Read more HIPAA Business Associate Addendum (HIPAA BAA) A “business associate” is a person or entity that performs

    Read at https://trust.planful.com/

    Security Certificates ISO 27001: 2022 Certificate The International Organization for Standardization 27001 Standard (ISO 27001) is

    Read at https://trust.planful.com/

    Read more ISO 27701: 2019 Certificate The International Organization for Standardization 27701 Standard (ISO 27701) is

    Read at https://trust.planful.com/

    The SOC2 reports cover controls for security, availability and confidentiality of customer data.

    Read at https://trust.planful.com/

    Read more SOC2 Type 2 The American Institute of Certified Public Accounts (AICPA) Service Organization Controls (S

    Read at https://trust.planful.com/

Source: https://trust.planful.com/ · checked 2026-10-21

Across the market: Certifications named in Financial planning and close: 15 of 49 companies

✓

Named privacy contact (DPO or privacy address)

weight 1 of 3

A data protection officer or a dedicated privacy address is named.

Source: https://planful.com/legal/privacy-policy/ · checked 2026-10-21

Across the market: Named privacy contact in Financial planning and close: 18 of 47 companies

History

Not enough completed runs yet to draw a line. The next runs fill this in.

Prepare your vendor review

A source is a starting point. Check the product, plan, legal entity and date before treating it as evidence for your purchase. These questions do not change the transparency score.

Planful

4 found · 8 not found · 0 not measured across 12 public checks.

12 of 12 criteria have a measured result from the last 30 days. Oldest dated result: 2026-10-21.

Investigate 8 open evidence questions
  1. Data processing agreement

    Please share the current data processing agreement for the product and plan we are considering, including its annexes and signing process.

    Inspect this check
  2. Data location stated

    Which locations apply to our primary data, backups and support access? Which region can we select for this plan?

    Inspect this check
  3. Status page with history

    Where can we review incident history for the service we will use, and how do we subscribe to incident updates?

    Inspect this check
  4. Public pricing

    Please confirm the total cost for our seats and usage, including minimum commitments, add-ons, overages and renewal terms.

    Inspect this check
  5. Uptime SLA with a figure

    Which availability commitment applies to our plan? Please include the measurement window, exclusions and credit claim process.

    Inspect this check
  6. No third-party tracking before consent

    Which third-party requests occur before a visitor makes a choice, and for what purpose? Please distinguish the public website from the product.

    Inspect this check
  7. security.txt (RFC 9116)

    Where should we report a vulnerability, and what acknowledgement and follow-up process should we expect?

    Inspect this check
  8. Notice before subprocessors change

    How will you notify us before a subprocessor changes, with how much notice, and what response options apply to our contract?

    Inspect this check

Compare

A shortlist holds up to six vendors across categories and lives entirely in the address of its page: share the link, bookmark it, put it in a ticket. Nothing is stored, so we do not know it exists.