An easy-to-use and fast-to-implement FP&A solution
Planwhiz is an easy-to-use and fast-to-implement FP&A solution designed to help corporate finance team with budgeting, forecasting and reporting. Features of the platform include role-based connected planning, customizable reports and dashboards, real-time insights and analysis, automated data consolidation with ERP, CRM, HRIS, Billing Systems and your spreadsheets.
Enhance your budgeting and identify revenue acceleration strategies by bringing teams together in Planwhiz.
Planwhiz annual pricing depends on how you want to connect. It starts at $7,500 when you connect with Quickbook and Xero. The software starts at $15,000 when connecting with Sage Intacct and NetSuite. For custom integrations, it’s $25,000 per year, with 20% implementation package.
Planwhiz replaced that giant spreadsheet and saved me at least 15 hours every month. This is huge for us to follow the ASC 606 rule. Planwhiz automatically generates revenue and cash forecast for every sales order based on the product. No more complicated waterfall formulas. It also generates SaaS metrics (ARR/MRR, new bookings etc.) automatically based on each sales order. What makes it ever better is it also provides me drill down capability to each customer, product, sales rep, and sales regions!
Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals
Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.
Their Solution Gives You More Than You Would Expect
NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.
One thing I would like to see is better reporting functionality where users can customize their own reporting.