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About

Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV.

About

Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Companies searching for a powerful Business Performance Management platform

Audience

Businesses and finance teams searching for a solution to manage their budgeting, forecasting and reporting operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Supported

Company Information

Drivetrain
Founded: 2021
United States
www.drivetrain.ai/

Company Information

Planwhiz
United States
planwhiz.com

Alternatives

Alternatives

Prophix

Prophix

Prophix Software

Categories

Categories

Budgeting Features

"What If" Scenarios Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported
Project Budgeting Not Supported
Run Rate Tracking Not Supported
Version Control Not Supported

Business Performance Management Features

Ad hoc Analysis Not Supported
Ad Hoc Reports Not Supported
Budgeting & Forecasting Not Supported
Consolidation / Roll-Up Supported
Dashboard Not Supported
Key Performance Indicators Not Supported
Predictive Analytics Not Supported
Qualitative Analysis Not Supported
Quantitative Analysis Not Supported
Scorecarding Not Supported
Strategic Planning Not Supported

Financial Management Features

Budgeting & Forecasting Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Currency Management Not Supported
Financial Reporting Not Supported
Investment Management Not Supported
Project Management Not Supported
Revenue Recognition Not Supported
Risk Management Not Supported
Tax Management Not Supported

Financial Reporting Features

"What If" Scenarios Supported
Audit Trail Not Supported
Balance Sheet Not Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Forecasting Not Supported
General Ledger Not Supported
Income Statements Not Supported
Multi-Company Not Supported
Multi-Department / Project Not Supported
Profit / Loss Statement Not Supported

Integrations

Amazon S3 Supported
Chargebee Supported
Freshsales Supported
Google Sheets Supported
HubSpot Customer Platform Supported
Justworks Supported
NetSuite Supported
Paylocity Supported
Pipedrive Supported
QuickBooks Online Supported
Rippling Supported
SAP CRM Supported
Sage Intacct Supported
Stripe Supported
Sugar Connect Supported
Tableau Supported
Xero Supported
Zoho Books Supported
Zuora Supported

Integrations

Amazon S3 Not Supported
Chargebee Not Supported
Freshsales Not Supported
Google Sheets Not Supported
HubSpot Customer Platform Not Supported
Justworks Not Supported
NetSuite Not Supported
Paylocity Not Supported
Pipedrive Not Supported
QuickBooks Online Not Supported
Rippling Not Supported
SAP CRM Not Supported
Sage Intacct Not Supported
Stripe Not Supported
Sugar Connect Not Supported
Tableau Not Supported
Xero Not Supported
Zoho Books Not Supported
Zuora Not Supported
Claim Drivetrain and update features and information
Claim Drivetrain and update features and information
Claim Planwhiz and update features and information
Claim Planwhiz and update features and information