Audience

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

About Planwhiz

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.

Pricing

Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews

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Company Information

Planwhiz
United States
planwhiz.com

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
In Person
Videos
Support
Phone Support
Online

Planwhiz Frequently Asked Questions

Q: What kinds of users and organization types does Planwhiz work with?
Q: What languages does Planwhiz support in their product?
Q: What kind of support options does Planwhiz offer?
Q: What type of training does Planwhiz provide?
Q: Does Planwhiz offer a free trial?

Planwhiz Product Features

Budgeting

"What If" Scenarios
Cash Management
Consolidation / Roll-Up
Asset Planning
Balance Sheet
Capital Asset Planning
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management

Consolidation / Roll-Up
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Management

Cash Management
Consolidation / Roll-Up
Budgeting & Forecasting
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Financial Reporting

"What If" Scenarios
Cash Management
Consolidation / Roll-Up
Audit Trail
Balance Sheet
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting

Exception Reporting
Performance Metrics
Competitor Analysis
Dynamic Modeling
Modeling & Simulation
Sales Trend Analysis
Graphical Data Presentation
Dashboard
Correlation Analysis
Statistical Analysis

Strategic Planning

Budgeting & Forecasting
Modeling & Simulation
Scorecards
Goal Setting / Tracking
Scenario Planning
Dashboard
KPIs
Idea Management
Roadmapping