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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features 0.0 / 5
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Company Information

Planwhiz
United States
planwhiz.com

Videos and Screen Captures

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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 Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Asset Planning Not Supported
Balance Sheet Not Supported
Capital Asset Planning Not 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

Consolidation / Roll-Up Supported
Ad Hoc Reports Not Supported
Ad hoc Analysis Not Supported
Budgeting & Forecasting Not 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

Cash Management Supported
Consolidation / Roll-Up Supported
Budgeting & Forecasting Not 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

"What If" Scenarios Supported
Cash Management Supported
Consolidation / Roll-Up Supported
Audit Trail Not Supported
Balance Sheet Not 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

Sales Forecasting

Exception Reporting Not Supported
Performance Metrics Not Supported
Competitor Analysis Not Supported
Dynamic Modeling Not Supported
Modeling & Simulation Not Supported
Sales Trend Analysis Not Supported
Graphical Data Presentation Not Supported
Dashboard Not Supported
Correlation Analysis Not Supported
Statistical Analysis Not Supported

Strategic Planning

Budgeting & Forecasting Not Supported
Modeling & Simulation Not Supported
Scorecards Not Supported
Goal Setting / Tracking Not Supported
Scenario Planning Not Supported
Dashboard Not Supported
KPIs Not Supported
Idea Management Not Supported
Roadmapping Not Supported