Planful vs Spreadsheet Server

Vena

Prophix One

CCH Tagetik

Jirav

Longview Tax

IDL Konsis

Compare Planful and Spreadsheet Server based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

Jirav is the leading cloud-based financial planning and analysis software. With key features like ready-to-use templates, vivid data visualization, robust performance metrics, secure data exchange, historical data tracking, and instant integrations - Jirav accelerates your path to success.

Prophix allows organizations to automate & integrate their budgeting, planning, forecasting, financial consolidation, & reporting activities on one platform

CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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

"What If" Scenarios

Accounting

Accounting Integration

Accounts Receivable

Activity Dashboard

Ad hoc Reporting

Alerts/Notifications

Asset Lifecycle Management

Audit Trail

Bank Reconciliation

Budgeting/Forecasting

Cash Flow Management

Cash Management

Collaboration Tools

Consolidation/Roll-Up

Customizable Dashboard

Customizable Reports

Dashboard

Dashboard Creation

Data Connectors

Data Import/Export

Data Integration

Data Management

Data Visualization

Drag & Drop

Expense Tracking

Financial Analysis

Financial Consolidation & Close Management

Financial Management

Financial Reporting

Forecasting

General Ledger

Goal Setting/Tracking

Idea Management

Income & Balance Sheet

Journal Entry Processing

Key Performance Indicators

KPI Monitoring

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

Reporting & Statistics

Reporting/Analytics

Roadmapping

Sales Reports

Sales Trend Analysis

Scenario Planning

Scheduled/Automated Reports

Scorecards

Search/Filter

Self-Service Reporting

Single Sign On

Strategic Planning

Task Management

Version Control

Visual Analytics

Visual Discovery

Planful

Web-based

Windows

VP Finance & Admin

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.

Analyst

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

Sr Financial Analyst

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

Finance

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.

Manager

And the data management tools made it super easy to keep everything organized and up to date, which saved me a ton of time.

VP, Planning & Analysis

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

Marketing Manager

Increased the ability to identify important financial ratios.

Senior Financial Planning Analyst

I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

We lost data from the older ERP system at times and needed to upload the information manually during the early days of implementation.

Manager of marketing analytics

I like the functionality of the program and ease of use.

Financial Analyst

It makes month end easier. Great customer service team always there when help is needed.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Director

Frustrating and not user-friendly. For context, this is perhaps the sixth software that I’ve had to learn in three years.

Manager, FP&A REPORTING & ANALYTICS.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

Service support worker

Looking for a good financial plan this is the one.

Chief Financial Officer

The consolidation functionality roll over made January month end more painful than our annual audit process, and take almost as long.

Finance Manager

Good planning tool that integrates well with excel.

Financial Planning & Reporting Mgr

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

Planful screenshot: Planful Dashboards

Planful screenshot: AI anomaly detection and forecasting

Planful screenshot: Close & consolidations in one unified platform

Planful screenshot: Workforce Planning with precision.

Large Enterprises

Mid Size Business

Small Business

Vena is the FP&A platform built for Excel that uses cloud technology and AI. It enables modeling, analysis, centralized collaboration, and streamlined processes to help organizations plan. Users can model what-if scenarios and make bottom-up or top-down adjustments.

Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

IDL Konsis is a cloud-based account management tool. It enables firms to streamline financial consolidation, disclosure, reporting, and analysis. Key attributes include automated currency conversions, goodwill amortization, deferred taxes calculations, matrix consolidations, and deconsolidation.

Connect 140+ ERPs to Excel. Real-time financial reports using formulas you know. AI help built-in. Drill to details. Zero IT needed.

Accounts Payable

Billing & Invoicing

Charting

Fixed Asset Management

Payroll Management

Purchase Order Management

Tax Management

Templates

Spreadsheet Server

Linux

Assistant Controller

We have a great rep, [sensitive content hidden], who is very reliable and eager to assist with any issues.

Graduate Research  Assistant

Easily conflicts with some other tools, which makes some problems. Need to remove those issues.

IT Manager

Whenever there is an issue I can reach out to support and they are always very helpful at finding a quick resolution.

Finance Analyst

Can save report pulls, and refresh with the click of a button. Strong and friendly support team to troubleshoot.

Senior Accountant

The best thing about Spreadsheet Server is the ability to utilize excel to build our reports.

Their customer service and the ability to pull data into a clean, and easy to read report.

Systems Admin

Its ability to seamlessly integrate with spreadsheets and dynamically for specific date ranges enhances our complex analytics.

Office Manager

The ease of use and the help I get when I have questions.

SVP Controller

Outstanding, easy to set up tool that keeps my staff in Excel and productive, rather than bothering MIS or struggling with more complicated data warehouses and sequel scripts.

Spreadsheet server is easy to use and refreshes my data immediately. I love all the options I have, I can access any GL data I choose.

Property Accountant

All the data and numbers are pulled into the spreadsheet within less than a minute. We use it on a daily basis, and we love it.

Sr. Financial Analyst

We are now able to do both in a fraction of the time. Would highly recommend this tool for people who want to get their YARDI data in excel.

Service desk analyst

Low cost; easy to use; effective reporting solution.

Director Finance

Accounting Manger

It took while to get the install transferred license since multiple channels have limited access and not connected.

The most difficult part of spreadsheet server is the amount of time it takes to run our reports.

Financial Reporting Associate

SpreadSheet server  seamlessly integrates live ERP data directly into Excel. It generates various account based reports that are flexible as per need.

Planful vs Spreadsheet Server Comparison (2026)

Planful

Spreadsheet Server

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives