Planful vs AgencyAnalytics Comparison

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Overview

Cloud-based Financial Planning and Analysis (FP&A) software providing numerous tools to help with financial planning, modeling, and reporting.

AgencyAnalytics is an all-in-one SEO, PPC and social analytics dashboard and reporting solution for marketing agencies

  • 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

Screenshots

Pricing

Starting from
/
No info available
/
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from
$33.00/mo.month
  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.2

(30)

5

4

3

2

1

8

21

0

1

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

4.9

(93)

5

4

3

2

1

79

14

0

0

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
100%
would recommend this app

Pros

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.
The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.
OVerall is a great tool for the ease of standardizing and managing our reports.

Pros

Myself and my team love the software and perhaps with a few minor tweaks, it will be perfect.
The ease of use and seamless implementation of client's data for output gave us great value, and as a result we received stellar kudos from our client.
It took me about 30 minutes to get a handle on the software and then I was off to the races. I use it on all my client calls and reporting is at a nice, polished level my clients love.

Cons

We generate our reporting package quicker and with less errors. Our planning process runs more smoothly and efficiently again with less errors.
It can be difficult to set up a report template. Once set it is good and there are no worries.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Cons

The dashboard is widget-based so you can customize each client account dashboard (and give them limited access) using drag and drop.
If you're an agency not using this software then you have probably developed your own platform or you're missing out.
I can be expensive, and they need to have another pricing tier between the 15 and 50 plans because I'm stuck on 15 and don't have near 50 which is the next option.
  • Vendor responds to reviews
  • Last reviewa year ago
  • Vendor responds to reviews
  • Last reviewa month ago

Key features

  • Total features12
  • "What If" Scenarios
  • API
  • Access Control
  • Activity Dashboard
  • Auditing
  • Budget Control
  • Call Tracking
  • Commenting
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Branding
  • Customizable Reporting
  • Employee Management
  • Financial Analysis
  • Forecasting
  • Keyword Tracking
  • Labeling
  • Multi-Currency
  • Profit / Loss Statement
  • Progress Tracking
  • Project Budgeting
  • QuickBooks Integration
  • Real Time Reporting
  • Scheduled Reporting
  • Social Media Integration
  • Social Media Metrics
  • Third Party Integration
  • WYSIWYG Editor
  • Total features17
  • "What If" Scenarios
  • API
  • Access Control
  • Activity Dashboard
  • Auditing
  • Budget Control
  • Call Tracking
  • Commenting
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Branding
  • Customizable Reporting
  • Employee Management
  • Financial Analysis
  • Forecasting
  • Keyword Tracking
  • Labeling
  • Multi-Currency
  • Profit / Loss Statement
  • Progress Tracking
  • Project Budgeting
  • QuickBooks Integration
  • Real Time Reporting
  • Scheduled Reporting
  • Social Media Integration
  • Social Media Metrics
  • Third Party Integration
  • WYSIWYG Editor

Integrations

  • Total integrations2
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier
  • Total integrations19
  • Authorize.net
  • Dropbox Business
  • Dynamics 365
  • FreshBooks
  • Microsoft Dynamics GP
  • Microsoft Excel
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Workato
  • Xero
  • Zapier

Security

  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation
  • Encryption of sensitive data at rest
  • HTTPS for all pages (web-based apps)
  • Reports/alerts for security breaches
  • Multifactor authentication options
  • Customer data removed upon service cancellation

Planful vs. AgencyAnalytics

See how Planful and AgencyAnalytics stack up against each other by comparing features, pricing, ratings and reviews, integrations, screenshots and security. Compare real user opinions on the pros and cons to make more informed decisions.