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Microsoft Power BI vs Planful Comparison
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Overview
Microsoft Power BI converts data into rich interactive visualizations, utilizing business analytics tools to share dashboard-based...
Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
- Platforms supported
- Web-based
- iPhone app
- Android app
- Windows Phone app
- Typical customers
- Freelancers
- Small businesses
- Mid size businesses
- Large enterprises
- Customer support
- Phone
- Online
- Knowledge base
- Video tutorials
Video & Screenshots
No videos yet
Pricing
Starting from
9.99
/user
Per month
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
Starting from
No pricing info
- Free trial available
- Credit cardless trial
- Free account
- Subscription based
User reviews
Pros
It's an incredible programming for examination. I love the perception highlights since it transform drilling information into fun outlines or diagrams.
Milind D.
The ability to filter to the specific metric we are interested in is an amazing feature.
It is a good data analytics and visualization software and its ability to import data from multiples sources is a great feature.
Pros
I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.
My overall experience with Planful has been overwhelmingly positive. Their team is frequently engaged to ensure that we're utilizing the solution to our maximum benefit.
Can include links to images of transaction source documents, providing great transparency in reporting. Spotlight for Excel add in to develop custom, refreshable reports is a great help.
Cons
Could be frustrating to use when first starting as it would give you an error message but provide no specifics on what is wrong or directions to fix it.
I find it a bit frustrating when presented with a visualisation that doesn't represent the particular angle on the data I am looking for.
Had to take some training courses and even at that it was still confusing.
Cons
The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.
Monica S.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.
Collaboration can also be difficult, as the individual models are fragile and must be updated online.
Key features
- Total features37
- "What If" Scenarios
- AI/Machine Learning
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Trail
- Budget Control
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Dashboard
- Customizable Reports
- Dashboard
- Dashboard Creation
- Data Blending
- Data Cleansing
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Integration
- Data Management
- Data Quality Control
- Data Synchronization
- Data Transformation
- Data Visualization
- Drag & Drop
- ERP
- Expense Tracking
- Financial Analysis
- Financial Consolidation & Close Management
- Financial Management
- Financial Reporting
- Forecasting
- General Ledger
- Geographic Maps
- Goal Setting/Tracking
- High Volume Processing
- Idea Management
- Income & Balance Sheet
- Integration into Third Party Applications
- Interactive Reports
- Journal Entry Processing
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Multiple Data Sources
- Multiple Projects
- Natural Language Search
- OLAP
- Performance Management
- Performance Metrics
- Planning Tools
- Predictive Analytics
- Profit/Loss Statement
- Project Accounting
- Project Planning
- Projections
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Relational Display
- Reporting & Statistics
- Reporting/Analytics
- Roadmapping
- Sales Reports
- Scenario Planning
- Scheduled/Automated Reports
- Scorecards
- Search/Filter
- Self Service Data Preparation
- Self-service Analytics
- Single Page View
- Single Sign On
- Strategic Planning
- Summary Reports
- Task Management
- Version Control
- Visual Analytics
- Visual Discovery
- Total features75
- "What If" Scenarios
- AI/Machine Learning
- API
- Accounting
- Accounting Integration
- Activity Dashboard
- Ad hoc Analysis
- Ad hoc Query
- Ad hoc Reporting
- Alerts/Notifications
- Asset Lifecycle Management
- Audit Trail
- Budget Control
- Budgeting/Forecasting
- Cash Flow Management
- Cash Management
- Collaboration Tools
- Consolidation/Roll-Up
- Customizable Dashboard
- Customizable Reports
- Dashboard
- Dashboard Creation
- Data Blending
- Data Cleansing
- Data Connectors
- Data Discovery
- Data Import/Export
- Data Integration
- Data Management
- Data Quality Control
- Data Synchronization
- Data Transformation
- Data Visualization
- Drag & Drop
- ERP
- Expense Tracking
- Financial Analysis
- Financial Consolidation & Close Management
- Financial Management
- Financial Reporting
- Forecasting
- General Ledger
- Geographic Maps
- Goal Setting/Tracking
- High Volume Processing
- Idea Management
- Income & Balance Sheet
- Integration into Third Party Applications
- Interactive Reports
- Journal Entry Processing
- KPI Monitoring
- Key Performance Indicators
- Marketing Reports
- Mobile Access
- Modeling & Simulation
- Monitoring
- Multi-Company
- Multi-Currency
- Multi-Department/Project
- Multiple Data Sources
- Multiple Projects
- Natural Language Search
- OLAP
- Performance Management
- Performance Metrics
- Planning Tools
- Predictive Analytics
- Profit/Loss Statement
- Project Accounting
- Project Planning
- Projections
- Real Time Analytics
- Real Time Data
- Real Time Reporting
- Real-time Updates
- Relational Display
- Reporting & Statistics
- Reporting/Analytics
- Roadmapping
- Sales Reports
- Scenario Planning
- Scheduled/Automated Reports
- Scorecards
- Search/Filter
- Self Service Data Preparation
- Self-service Analytics
- Single Page View
- Single Sign On
- Strategic Planning
- Summary Reports
- Task Management
- Version Control
- Visual Analytics
- Visual Discovery
Integrations
- Total integrations373
- Dropbox Business
- Google Ads
- Google Analytics 360
- HubSpot CRM
- LinkedIn for Business
- Mailchimp
- Marketo Engage
- Meta for Business
- Microsoft Azure
- Microsoft Excel
- Salesforce Sales Cloud
- Shopify
- Slack
- Snowflake
- Stripe
- Tableau
- Xero
- Zapier
- Zendesk Suite
- Total integrations9
- Dropbox Business
- Google Ads
- Google Analytics 360
- HubSpot CRM
- LinkedIn for Business
- Mailchimp
- Marketo Engage
- Meta for Business
- Microsoft Azure
- Microsoft Excel
- Salesforce Sales Cloud
- Shopify
- Slack
- Snowflake
- Stripe
- Tableau
- Xero
- Zapier
- Zendesk Suite
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