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Planful vs Prophix 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.

Category Leaders

Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & 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

0.01

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

1

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

4.2

47

5

4

3

2

1

17

27

1

1

1

  • Value for money
  • Ease of use
  • Features
  • Customer support
93%
would recommend this app

4.6

98

5

4

3

2

1

59

38

1

0

0

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

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.
Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

Pros

The consultants and our current CSM are friendly and genuinely seem to care about our success, whether the product works properly or not. They try to find workarounds and are good communicators.
They empower the organisation to skill up to manage their own development and ability to evolve the platform so I feel excited about taking it forward.
The ease of use of ad hoc reporting is great. I also like that you can build templates and reports that are frequently used to save time.

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.
A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.
The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

Cons

Licensing and User Roles is confusing for users.
Sales Managers find it difficult to remember what steps/versions they should be using.
Complex statistical analysis is difficult and you would still need sql or R to do the heavy lifting.
  • Vendor responds to reviews
  • Last reviewa month ago
  • Vendor responds to reviews
  • Last review2 months ago

Key features

  • Total features70
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Bank Reconciliation
  • Budgeting/Forecasting
  • Business Process Control
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Collaboration Tools
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • Exception Reporting
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Idea Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • 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
  • Relational Display
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management
  • Total features64
  • "What If" Scenarios
  • Access Controls/Permissions
  • Accounting
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Dashboard
  • Ad hoc Reporting
  • Alerts/Notifications
  • Asset Lifecycle Management
  • Audit Trail
  • Bank Reconciliation
  • Budgeting/Forecasting
  • Business Process Control
  • Cash Flow Management
  • Cash Management
  • Chart of Accounts
  • Collaboration Tools
  • Competitive Analysis
  • Consolidation/Roll-Up
  • Correlation Analysis
  • Customizable Dashboard
  • Customizable Reports
  • Dashboard
  • Dashboard Creation
  • Data Connectors
  • Data Import/Export
  • Data Integration
  • Data Management
  • Data Visualization
  • Drag & Drop
  • Dynamic Modeling
  • Exception Reporting
  • Expense Management
  • Expense Tracking
  • Financial Analysis
  • Financial Consolidation & Close Management
  • Financial Management
  • Financial Reporting
  • Forecasting
  • General Ledger
  • Goal Setting/Tracking
  • Graphical Data Presentation
  • Idea Management
  • Income & Balance Sheet
  • Journal Entry Processing
  • KPI Monitoring
  • Key Performance Indicators
  • Marketing Reports
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Data Sources
  • Multiple Projects
  • 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
  • Relational Display
  • Remote Access/Control
  • Reporting & Statistics
  • Reporting/Analytics
  • Roadmapping
  • Sales Reports
  • Sales Trend Analysis
  • Scenario Planning
  • Scheduled/Automated Reports
  • Scorecards
  • Search/Filter
  • Self-Service Reporting
  • Single Sign On
  • Statistical Analysis
  • Strategic Planning
  • Task Management
  • Transaction Management
  • Version Control
  • Visual Analytics
  • Visual Discovery
  • Workflow Management

Integrations

  • Total integrations10
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net
  • Total integrations6
  • Dynamics 365
  • Dynamics 365 Business Central
  • FreshBooks
  • Gmail
  • HubSpot CRM
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Sage Intacct
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • authorize.net