Planful vs BudgetPak Comparison

Overview

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

Cloud-based budgeting with a full suite of integrated components for mid-sized organizations. Ideal for decentralized or...

  • 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

4.7

(23)

5

4

3

2

1

17

6

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

BudgetPak is a great tool and the customer service and support is outstanding.
XLerant provides a fantastic software that has greatly improved our budgeting process.
Once again we got great feedback from our users on the ease of use of the system.

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

Can be done off-hours, but in an international company with users all over the world, this can be inconvenient.
The only issue is that it becomes difficult to train new system administrators and to know that our institution is using the system to it's full effect.
While this is happening, no other end users are able to see or work on their budgets since system is under maintenance.
  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features12
  • "What If" Scenarios
  • API
  • Accounting Integration
  • Activity Dashboard
  • Authentication
  • Automatic Notifications
  • Budget Control
  • Budgeting
  • Charting
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Reporting
  • Data Import/Export
  • ERP Integration
  • Expense Tracking
  • Financial Analysis
  • Forecasting
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit / Loss Statement
  • Project Budgeting
  • Project Workflow
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Revenue Management
  • Scenario Planning
  • Single Sign On
  • Summary Reports
  • Third Party Integration
  • Total features29
  • "What If" Scenarios
  • API
  • Accounting Integration
  • Activity Dashboard
  • Authentication
  • Automatic Notifications
  • Budget Control
  • Budgeting
  • Charting
  • Consolidation / Roll-Up
  • Cost Analysis
  • Customizable Reporting
  • Data Import/Export
  • ERP Integration
  • Expense Tracking
  • Financial Analysis
  • Forecasting
  • Multi-Company
  • Multi-Currency
  • Planning Tools
  • Profit / Loss Statement
  • Project Budgeting
  • Project Workflow
  • Projections
  • QuickBooks Integration
  • Real Time Data
  • Real Time Reporting
  • Reporting & Statistics
  • Revenue Management
  • Scenario Planning
  • Single Sign On
  • Summary Reports
  • Third Party Integration

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 integrations1
  • 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. BudgetPak

See how Planful and BudgetPak 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.