Planful vs HoneyBook 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.

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments,...

  • 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
$40.00/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

5

4

3

2

1

258

22

5

0

3

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
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

I LOVE how user-friendly it is. Customer service is AMAZING, I've had two different representatives reach out to me and make sure I was comfortable using the software (Thanks Mak and Lily!).
I love how you put what you need and the vendors reaches out to me with their quotes and availabilities. It makes comparing quotes easy and payment function is also built in so it feels secure.
Having a solid on-boarding process is crucial, and having HoneyBook helped me up my game SO much. I love, love, love how confident I feel in my processes, especially my on-boarding process.

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

My only complaint, which is more of a personal preference than a complaint, is that the invoice templates are a bit difficult to figure out when you begin using them.
After a disagreement about drapery our wedding planner quit and refused to return our money and deleted all information off honeybook immediately.
Very confusing switching over. I have been running my client management for over 4 years on my own.
  • Vendor responds to reviews
  • Last review10 months ago
  • Vendor responds to reviews
  • Last review6 days ago

Key features

  • Total features12
  • "What If" Scenarios
  • Activity Dashboard
  • Automatic Notifications
  • Budget Control
  • Calendar Management
  • Client Management
  • Consolidation / Roll-Up
  • Contract Management
  • Cost Analysis
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Deadline Management
  • Document Templates
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Financial Analysis
  • Follow-up Scheduling
  • Forecasting
  • Invoice Management
  • Meeting Management
  • Monitoring
  • Multi-Currency
  • Pipeline Management
  • Profit / Loss Statement
  • Project Budgeting
  • Project Management
  • Project Planning
  • Proposal Generation
  • QuickBooks Integration
  • Real Time Notifications
  • Real Time Reporting
  • Receiving
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integration
  • To-Do List
  • Workflow Management
  • Total features29
  • "What If" Scenarios
  • Activity Dashboard
  • Automatic Notifications
  • Budget Control
  • Calendar Management
  • Client Management
  • Consolidation / Roll-Up
  • Contract Management
  • Cost Analysis
  • Customer Database
  • Customizable Reporting
  • Customizable Templates
  • Deadline Management
  • Document Templates
  • Electronic Payments
  • Electronic Signature Capture
  • Email Integration
  • Financial Analysis
  • Follow-up Scheduling
  • Forecasting
  • Invoice Management
  • Meeting Management
  • Monitoring
  • Multi-Currency
  • Pipeline Management
  • Profit / Loss Statement
  • Project Budgeting
  • Project Management
  • Project Planning
  • Proposal Generation
  • QuickBooks Integration
  • Real Time Notifications
  • Real Time Reporting
  • Receiving
  • Status Tracking
  • Summary Reports
  • Task Management
  • Task Planning
  • Third Party Integration
  • To-Do List
  • Workflow Management

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 integrations78
  • 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. HoneyBook

See how Planful and HoneyBook 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.