Planful Subprocessors
Planful provides cloud financial planning software for finance teams, with analytics and marketing planning services.
- Subprocessors
- 12
- Locations
- 7
- Categories
- 10
- Last scanned
| Name | Category | Purpose | Location | Data processed |
|---|---|---|---|---|
| Anthropic | AI | AI-assisted processing in professional services and support engagements (only when Planful personnel submit client data) |
 United States
|
Client data submitted during services or support engagements |
| Amazon Web Services | Cloud Infrastructure | Hosting of financial planning services (US, Canada, UK, Ireland) and marketing planning services (US, Canada, EU) |
United States
 Canada
 United Kingdom
 Ireland
 Australia
 Germany
|
Client data hosted for planning services |
| Microsoft Azure | Cloud Infrastructure | Hosting of financial planning services |
Australia
|
Client data hosted for financial planning services |
| Digital Realty | Data Center | Hosting (US data only) of financial planning services |
United States
|
US client data hosted |
| Pendo.io Inc. | Analytics | In-product communications and surveys for financial planning services |
United States
 India
|
In-product usage and survey data |
| NetSuite | ERP | Data management (only when client purchases the integration) |
United States
India
|
Client data for integration |
| Salesforce | CRM | Support ticketing |
United States
India
|
Support ticket data |
| Gainsight | Customer Success | Product usage analytics and in-product engagement |
United States
India
|
Product usage data |
| Trend Micro | Security | Cloud security for marketing planning services |
United States
Ireland
Germany
|
Client data hosted for marketing planning services |
| Boomi | Data Integration | Data integration services (only for clients who purchased Boomi connectors) |
United States
United Kingdom
Ireland
Australia
|
Integration data |
| OpenAI | AI | Machine learning and AI data processing (only for customers using AI features) |
United States
India
|
AI feature input data |
| Document360 | Documentation | Machine learning and AI data processing (only for customers using AI features) |
United States
India
|
AI feature input data |
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