Keep Planful if FP&A is the buy. Map a native export of actuals if you can. Live one-click cutover is not shipped.
Nominative guide, not a partnership. No API keys, no endpoint list, no importer internals. Those stay behind login for clients. Tax prep stays last. ficary has not earned SOC 2, ISO 27001, or a HIPAA attestation.
The move
Keep the planning suite if that is still the job.
Map actuals with a native export or CSV on Settings → Migration.
Set as-of on Practice → Analytics. Later activity stays out.
We do not become an FP&A implementation desk.
Stay on Planful when
Choose Planful when a finance team is planning on an ERP they will keep.
Move when
Choose ficary when leftovers, as-of, and work have to live on one product — not another cube on Oracle or NetSuite.