About the Program

When You Succeed, We Succeed.

Gain a competitive advantage in the market while buidling your cloud presence and growing your revenue through a partnership with Planful.  Together, we can help your customers eliminate manual finance processes and empower finance to drive strategic recommendations and business decisions.  Learn more about our partner program and how to become a partner.


Benefits & Requirements

The portal includes all the business and marketing resources you need.


Marketing Tools

Access to Planful Marketing Resources, Events, News, Videos and much more.

Sales Tools

Access to a range of tools that will help you sell and be successful with Planful. 

Deal Registration

Quick and easy form to register new Planful deals while having visibility to the status of the deal within the Partner Portal. 

Training & Support

Direct access to our Learning Management System (LMS) where you can register for in person, virtual or on-demand training and certifications. 

The Planful Partner Portal has everything you need at just a click away


Discover our Partner Types

As extended members of our organization, partners are critical to our success.  Our Planful Partner Program supports our entire ecosystem of partners.  



Advisor Partners are referral partners that introduce Planful solutions to their clients and prospects.  Become a partner and earn a referral fee in return when the sourced deal closes. 


Service Partners are system integrators with deep finance and accounting knowledge that have expertise in delivering consulting and implementaiton services.


Technology Partners are key strategic alliances with complementary products and services that integrate with Planful to enhance their offerings to customers and the overall market. 


Reseller Partners are system integrators that sell, implement, support, and provide customer success and consulting services. 

Apply Now

Become a planful partner

Interested in partnering with Planful? Apply today and start the conversation.  Leverage our competitive differentiation, find opportunities for customer engagement, and interact with an ecosystem of resources. 

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