Integrations

Planful Expertise,
‍Across Industries.

From manufacturing to medical devices, retail to tech—we understand your unique planning challenges, regulatory requirements, and reporting needs. Industry-informed solutions, finance-first approach.
AbilityFirst
Nonprofit organization providing programs and services for children and adults with disabilities in Southern California.
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Non-Profit
Ag Solutions Group
Agricultural solutions provider offering products and services for crop production and farm management.
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Manufacturing
Ambassador Supply
Industrial supply and distribution company providing equipment, tools, and services to manufacturing and construction sectors.
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Manufacturing
Arc Boat
Electric boat manufacturer pioneering sustainable marine propulsion with high-performance electric watercraft.
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Manufacturing
At-Bay
Cyber insurance and security platform combining coverage with proactive threat prevention for modern businesses.
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Insurance | Financial & Corp Services
Aura Biosciences
Clinical-stage biotechnology company developing virus-like drug conjugates for cancer treatment targeting solid tumors.
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Pharma | BioTech | Medical
Believer Meats
Cultivated meat company producing real meat from animal cells without raising or slaughtering animals.
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Manufacturing
CATIC
Title insurance underwriter serving real estate professionals across 21 states with over 50 years of experience.
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Insurance | Financial & Corp Services
Cobalt Benefits Group
Full-service third-party administrator specializing in self-funded employee benefit plans for over 30 years.
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Insurance | Financial & Corp Services
Core Industrial Partners
Private equity firm investing exclusively in lower middle-market manufacturing and industrial businesses across North America.
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Insurance | Financial & Corp Services
Danny Wimmer Presents
Leading producer of large-scale music festivals and live events across the United States.
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Food & Beverage | Entertainment
Embark Behavioral Health
Behavioral health organization providing specialized treatment programs for adolescents and young adults with mental health challenges.
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Pharma | BioTech | Medical
Ems Management & Consultants
Largest billing services provider focused exclusively on emergency medical services in the United States.
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Insurance | Financial & Corp Services
Florence Healthcare
Clinical trial technology platform streamlining site management and improving efficiency for research sites and sponsors.
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Pharma | BioTech | Medical
FranConnect
Franchise management software platform providing operations, sales, and business intelligence solutions for franchisors.
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Software & Technology
General Converting
Specialty manufacturer of converted paper, film, and flexible packaging materials for diverse industries.
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Manufacturing
Gloo
Technology platform connecting people to resources and support through churches and community organizations.
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Software & Technology
Haivision
Video streaming and networking solutions provider enabling low-latency video transmission for enterprise and government.
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Software & Technology
Heads Up Technologies
Technology solutions provider specializing in industrial automation, controls systems, and manufacturing technology integration.
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Manufacturing
Highland Fleets
Fleet management and vehicle services company providing comprehensive solutions for commercial and government fleets.
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Manufacturing
ILIA Inc.
Clean beauty and cosmetics brand creating high-performance products with organic and sustainable ingredients.
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Consumer Goods & Services
IRadimed
Medical device company manufacturing MRI-compatible IV infusion pumps and monitoring equipment for imaging environments.
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Pharma | BioTech | Medical
Jones-Hamilton
Specialty chemical manufacturer producing feed additives, water treatment chemicals, and industrial products.
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Manufacturing
Koru Medical Systems
Medical device company developing and commercializing subcutaneous drug delivery systems for home and alternate site infusion.
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Pharma | BioTech | Medical
Liberty Furniture
Residential furniture manufacturer designing and distributing quality home furnishings across North America.
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Consumer Goods & Services
Los Angeles Regional Food Bank
Leading hunger relief organization distributing food to people facing food insecurity across Los Angeles County.
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Non-Profit
Marygold Companies
Publicly-traded global holding company investing in diverse sectors including financial services, food products, and beauty.
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Insurance | Financial & Corp Services
Miner's Incorporated
Specialty retail and consumer products company serving diverse markets with branded merchandise and services.
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Consumer Goods & Services
Mission Healthcare
Healthcare services provider offering home health, hospice, and palliative care across multiple communities.
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Pharma | BioTech | Medical
Neurogene
Clinical-stage biotechnology company developing gene therapies for rare neurological diseases affecting the central nervous system.
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Pharma | BioTech | Medical
Northern Wholesale
Wholesale distribution company providing products and services to retailers and businesses across multiple categories.
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Consumer Goods & Services
QED Technologies
Precision optics manufacturer providing advanced polishing and metrology equipment for optical component production.
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Manufacturing
Skillable
Virtual training platform providing hands-on labs and learning environments for technology training and certification.
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Software & Technology
SmartShift
Enterprise software solutions provider specializing in application portfolio management and IT modernization.
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Software & Technology
Solv Holdings
Holding company operating diversified businesses in logistics, transportation services, and related industrial sectors.
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Insurance | Financial & Corp Services
Spg Global Specialists
Global specialty products manufacturer and distributor serving industrial and commercial markets with engineered solutions.
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Manufacturing
Srp Companies
Multi-industry services and solutions provider delivering specialized expertise across commercial and industrial sectors.
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Consumer Goods & Services
Team Rubicon
Veteran-led disaster response organization deploying emergency teams to communities affected by disasters and crises.
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Non-Profit
TerSera Therapeutics
Specialty pharmaceutical company acquiring and developing treatments for rare diseases and underserved patient populations.
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Pharma | BioTech | Medical
Turbine Engine Specialists
Business aviation field service organization providing engine and APU MRO services for Honeywell and GE systems.
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Insurance | Financial & Corp Services
Twin City Foods, Inc.
Frozen vegetable processor and manufacturer serving retail, foodservice, and private label markets across North America.
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Food & Beverage | Entertainment
USA Football
National governing body for amateur football developing youth and high school programs across the United States.
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Food & Beverage | Entertainment
Vulcan Metals
Metal processing and distribution company providing materials and fabrication services for industrial and construction markets.
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Manufacturing
Ya YA Foods
Food manufacturing and distribution company specializing in authentic international and specialty food products.
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Food & Beverage | Entertainment
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