An easy-to-use and fast-to-implement FP&A solution

About Planwhiz

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.

Video Overview


  • Easy-to-use expense and workforce input template
  • Detailed cashflow forecasting
  • Automated consolidation of departmental data input
  • Budget vs Actual and Budget vs Forecast analysis
  • Unlimited planning scenarios
  • Spreadsheet integration
  • Role-based access control with approval workflow
  • SAAS subscription management
  • Custom dashboards and reports


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.

Product Overview

User Reviews of Planwhiz

Submitted on June 7th, 2022 by Richard

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!

The Good…

Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals

The Bad…

Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.

Submitted on June 7th, 2022 by Michelle from Stratifyd

Their Solution Gives You More Than You Would Expect

The Good…

NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.

The Bad…

One thing I would like to see is better reporting functionality where users can customize their own reporting.