Planful vs. PracticePro 365 Comparison


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		Related Products Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 273 Ratings Visit Website Quick Consols Quick Consols is a financial reporting tool for companies and groups that need monthly or annual consolidated accounts. Handles consolidation complexities for groups with multiple year ends, multiple currencies, different charts of accounts and ERP systems with a slice and dice approach to reporting. The app supports partial consolidations. Use our business unit function to create different views of your group, right down to cost centre or profit centre level. Our Analytics module creates visually rich graphs and charts with a slice and dice approach to seeing your consolidated numbers the way you want with a wide range of custom options. Use the financial statements module to prepare your statutory accounts, whether they're annual, half yearly or quarterly using our custom built templates no matter the underlying Accounting Standards you use. Quick Consols is high tech and high touch which means consultants available to assist with your implementation and support. 49 Ratings Visit Website Xero Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 5,176 Ratings Visit Website KPI Fire KPI Fire is business improvement software that helps organizations manage and quantify improvement projects that support strategic objectives and key performance metrics. KPI Fire is ideal for companies driving a Continuous Improvement, Operational Excellence, Lean, Six Sigma, or Cost Savings Initiative. KPI Fire provides a simple way for companies to be accountable for investments of time and money into cost savings or improvement initiatives. Use Cases include: Managing a Cost Savings Portfolio and Projects, Strategy Execution & Business Reviews, Increase Employee Engagement and Engage Employees Ideas for Continuous Improvement, Manage a Continuous Improvement Green Belt Program, Operational Excellence. 27 Ratings Visit Website Inspire Software Inspire Software is a unified strategy execution and performance platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, performance management, and employee engagement in one system, Inspire gives leaders real-time visibility and helps every employee understand how their work drives success. With Inspire, executives gain clarity on progress against strategic initiatives, managers can align teams quickly, and employees stay motivated through built-in coaching, recognition, and feedback tools. The platform streamlines alignment, accountability, and execution so strategy moves from planning to measurable impact—faster and more predictably. Key capabilities / benefits include: • Unified OKR and goal management with AI-assisted creation and alignment • Real-time dashboards to track performance and surface risks early • Engagement, feedback, and recognition embedded into daily workflows • Performance / development 149 Ratings Visit Website ZenTreasury ZenTreasury is a cloud-based IFRS 16 lease accounting and treasury solution for companies managing anywhere from tens to thousands of contracts. It automates lease classification, modifications, journal entries, and disclosure reporting, helping finance teams eliminate spreadsheet risk and stay compliant. ZenTreasury supports complex finance environments with full multi-currency and multi-entity capabilities, cost center allocations, role-based access, and detailed audit trails. In addition to lease accounting, the platform includes tools to manage loans, FX contracts, guarantees, and interest rate derivatives. Built-in cash forecasting, liquidity planning, and automated treasury accounting provide complete control and visibility. With fast onboarding, an intuitive interface, and strong security, ZenTreasury is trusted by enterprises globally. 9 Ratings Visit Website Jellyfish Jellyfish, a leading Software Engineering Intelligence platform, helps engineering, product, and finance leaders build healthier, higher-performing R&D teams. We surface actionable insights on team health, investment allocation, and delivery, while offering purpose-built solutions to improve developer experience, streamline software capitalization, and measure the impact of AI tools like Copilot, Cursor, and AmazonQ. Over 500 organizations and 11,000 engineering teams—including GoodRX, Varo, Priceline, and PagerDuty—trust Jellyfish to optimize engineering operations so their teams can focus on what matters most. Learn more at jellyfish.co. 374 Ratings Visit Website Borealis Our Stakeholder Engagement Software gives you the tools you need to build more effective engagement plans, improve relationships with stakeholders and align processes with industry best practices. It provides a single platform for managing all stakeholder engagement activities with additional modules to strengthen all areas of environment, social and governance. The Stakeholder Engagement module centralizes all stakeholder data and keeps it right at your fingertips to simplify day-to-day tasks. The Social Investment module makes it easier to create tangible value for both local communities and your organization. The Grievance Management module provides a structured and transparent process for handling grievances in a timely and effective manner. The Land Management module helps improve engagement outcomes and minimize risks of unnecessary work delays or stoppages by giving them the tools to centralize and map all land-based assets and create links with project stakeholders. 11 Ratings Visit Website Goalscape Achieve Your Goals with Goalscape. Goalscape’s Visual Goal Management is an ingenious leap forward from To-Do Lists, Spreadsheets, and Kanban Boards, unifying teams with clarity and purpose. Goalscape puts your goals at the center of attention, allowing you to break big goals into smaller subgoals, prioritize, and track progress visually. This alignment fosters thriving businesses, flourishing lives, and a world that feels better connected. With Goalscape, you don’t just manage tasks—you achieve meaningful goals that inspire and transform! Goalscape was developed by Olympic athletes and is trusted by thousands of individuals, teams, and enterprises worldwide. 26 Ratings Visit Website
About Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.	About PracticePro 365 is a unique software platform that was designed to keep your business at the peak of its performance. Experience a powerful platform dedicated to boosting enterprise business efficiency and providing an array of unified features that provides your team with the essential tools to succeed. PracticePro 365 is here for you now and in the future with the power of cloud scalability. As the future drives businesses away from traditional office approaches, PracticePro 365 allows users to remain updated on daily projects, human resources, customers and the operations of their company. No matter where you go or how you travel, keep the pulse of your business at your fingertips when current information is needed most.
Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook	Platforms Supported Windows Mac Linux Cloud On-Premises iPhone iPad Android Chromebook
Audience Helps finance automate processes to accelerate the time spent on turning insights into action.	Audience Enterprises looking to grow revenue, improve productivity, and data driven decisions with cloud practice management software
Support Phone Support 24/7 Live Support Online	Support Phone Support 24/7 Live Support Online
API Offers API	API Offers API
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Free Trial	Pricing No information available. Free Version Free Trial
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 Webinars Live Online In Person	Training Documentation Webinars Live Online In Person
Company Information Planful Founded: 2000 United States www.hostanalytics.com	Company Information PracticePro 365 Founded: 1990 United States practicepro365.com
Alternatives OnPlan	Alternatives Deltek Vision Deltek
FinAlyzer Beyond Square Solutions	JAMIS Prime ERP JAMIS Software
Vena Vena Solutions	Sage Intacct
Anaplan	Ramco ERP Ramco Systems
Workday Adaptive Planning Workday View All	TaxFlow View All
Categories Budgeting Business Intelligence Business Performance Management Cash Flow Forecasting Data Visualization Financial Close Financial Consolidation Financial Planning and Analysis (FP&A) Financial Reporting Reporting Strategic Planning	Categories Accounting Accounting Practice Management Billing and Invoicing Budgeting Business Intelligence Business Management Business Performance Management CRM Dashboard Data Visualization ERP Project Management Resource Management Tax Practice Management
Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics Business Performance Management Features Ad hoc Analysis Ad Hoc Reports Budgeting & Forecasting Consolidation / Roll-Up Dashboard Key Performance Indicators Predictive Analytics Qualitative Analysis Quantitative Analysis Scorecarding Strategic Planning Data Visualization Features Analytics Content Management Dashboard Creation Filtered Views OLAP Relational Display Simulation Models Visual Discovery Show More Features Financial Reporting Features "What If" Scenarios Audit Trail Balance Sheet Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Reporting Features Customizable Dashboard Data Source Connectors Drag & Drop Drill Down Email Reports Financial Reports Forecasting Marketing Reports OLAP Report Export Sales Reports Scheduled / Automated Reports Strategic Planning Features Budgeting & Forecasting Dashboard Goal Setting / Tracking Idea Management KPIs Modeling & Simulation Roadmapping Scenario Planning Scorecards	Budgeting Features "What If" Scenarios Asset Planning Balance Sheet Capital Asset Planning Cash Management Consolidation / Roll-Up Forecasting General Ledger Income Statements Multi-Company Multi-Department / Project Profit / Loss Statement Project Budgeting Run Rate Tracking Version Control Business Intelligence Features Ad Hoc Reports Benchmarking Budgeting & Forecasting Dashboard Data Analysis Key Performance Indicators Natural Language Generation (NLG) Performance Metrics Predictive Analytics Profitability Analysis Strategic Planning Trend / Problem Indicators Visual Analytics Business Performance Management Features Ad hoc Analysis Ad Hoc Reports Budgeting & Forecasting Consolidation / Roll-Up Dashboard Key Performance Indicators Predictive Analytics Qualitative Analysis Quantitative Analysis Scorecarding Strategic Planning Data Visualization Features Analytics Content Management Dashboard Creation Filtered Views OLAP Relational Display Simulation Models Visual Discovery Show More Features Accounting Features Accounts Payable Accounts Receivable Bank Reconciliation Billing & Invoicing Cash Management CPA Firms Cryptocurrency Support Expense Tracking Fixed Asset Management Fund Accounting General Ledger Government Multi-Currency Nonprofits Payroll Management Project Accounting Purchase Orders Tax Management Accounting Practice Management Features Approval Workflow Billing & Invoicing Client Management Client Portal Document Management Due Date Tracking For CPA Firms Project Management Staff Management Time Tracking Billing and Invoicing Features Billing Portal Contact Database Contingency Billing Customer Portal Customizable Invoices Dunning Management Hourly Billing Invoice History Mobile Payments Multi-Currency Online Invoicing Online Payments Payment Processing Project Billing Recurring/Subscription Billing Service Ticket Billing Tax Calculator Business Management Features Billing & Invoicing CRM Employee Management Financial Management Inventory Management Marketing Management Order Management Point of Sale (POS) Project Management Purchasing Scheduling Time & Expense Tracking Training Management Vendor Management CRM Features Calendar/Reminder System Call Logging Document Storage Email Marketing Internal Chat Integration Lead Scoring Marketing Automation Integration Mobile Access Quotes / Proposals Segmentation Social Media Integration Task Management Territory Management Dashboard Features Annotations Data Source Integrations Functions / Calculations Interactive KPIs OLAP Private Dashboards Public Dashboards Scorecards Themes Visual Analytics Widgets ERP Features Accounting Integration Accounting Management CRM Dashboard Distribution Management Enterprise Asset Management Financial Management HR Management Inventory Management Order Management Project Management Purchase Order Management Purchasing Reporting/Analytics Sales Management Supply Chain Management Warehouse Management Project Management Features Agile Methodologies Budget Management Client Portal Collaboration Tools Cost-to-Completion Tracking Customizable Templates Gantt Charts Idea Management Kanban Board Milestone Tracking Portfolio Management Resource Management Time & Expense Tracking Traditional Methodologies Resource Management Features Capacity Management Data Visualization Demand Forecasting Drag & Drop Employee Scheduling Filtered Search Resource Allocation Skills Tracking Utilization Management Tax Practice Management Features Approval Process Control Billing & Invoicing Client Management Client Portal Document Management Due Date Tracking Scenario Planning Tax Filing Tax Forms Workflow Management
Integrations Microsoft 365 Microsoft Excel Sage Intacct View All 3 Integrations	Integrations Microsoft 365 Microsoft Excel Sage Intacct View All 1 Integration
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