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Planful vs Allvue 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.

Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators...

  • 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
/
No info available
/
  • 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

5.0

(1)

5

4

3

2

1

1

0

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.
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.

Pros

Not enoughreviews yet

Cons

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.
It can be difficult to set up a report template. Not all the modules have the same reporting tools.
The new row sets are difficult to get to the exact detail and adjusting cold width can't be done in a cluster in chrome.

Cons

Not enoughreviews yet

  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last reviewN/A

Key features

  • Total features55
  • "What If" Scenarios
  • API
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Content Management
  • Cost Analysis
  • Credit Risk Management
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Idea Management
  • Income & Balance Sheet
  • Investment Management
  • Investments Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Lead Management
  • Loan Portfolio Management
  • Marketing Reports
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Order Management
  • Partnership Accounting
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Portfolio Modeling
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Project Accounting
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Real Estate
  • Real Time Reporting
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Roadmapping
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Simulation
  • Strategic Planning
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management
  • Total features56
  • "What If" Scenarios
  • API
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Management
  • Audit Trail
  • Bank Reconciliation
  • Benchmarking
  • Billing & Invoicing
  • Budget Control
  • Budgeting/Forecasting
  • Cash Management
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Compliance Management
  • Compliance Tracking
  • Consolidation/Roll-Up
  • Content Management
  • Cost Analysis
  • Credit Risk Management
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Expense Tracking
  • Financial Analysis
  • Financial Reporting
  • Forecasting
  • Fund Management
  • General Ledger
  • Goal Setting / Tracking
  • Idea Management
  • Income & Balance Sheet
  • Investment Management
  • Investments Tracking
  • KPI Monitoring
  • Key Performance Indicators
  • Lead Management
  • Loan Portfolio Management
  • Marketing Reports
  • Modeling & Simulation
  • Monitoring
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • OLAP
  • Order Management
  • Partnership Accounting
  • Performance Metrics
  • Pipeline Management
  • Portfolio Management
  • Portfolio Modeling
  • Predictive Analytics
  • Profit/Loss Statement
  • Profitability Analysis
  • Project Accounting
  • Qualitative Analysis
  • Quantitative Analysis
  • QuickBooks Integration
  • Real Estate
  • Real Time Reporting
  • Relational Display
  • Reporting & Statistics
  • Reporting/Analytics
  • Risk Management
  • Roadmapping
  • Sales Reports
  • Scenario Planning
  • Scheduled / Automated Reports
  • Scorecards
  • Search/Filter
  • Self Service Data Preparation
  • Simulation
  • Strategic Planning
  • Third Party Integrations
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management

Integrations

  • Total integrations3
  • 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 integrationsN/A
  • 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. Allvue

See how Planful and Allvue stack up against each other by comparing features, pricing, ratings, integrations, security & more.

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