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Planwhiz

Planwhiz is easy-to-use and fast-to-implement

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Planwhiz Pricing, Features, Reviews and Alternatives

Planwhiz product overview

Price starts from

7500

Per year

Other

What is Planwhiz?

Finance and business leaders use Planwhiz to move away from Excel to spend more time scaling the business. Administrators can utilize the platform to forecast cash flows, plan scenarios, consolidate departmental data input, and manage subscriptions.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
FAQs/Forum

Training options

Videos
Documentation
Live Online

Planwhiz pricing information

Value for money

4.8

/5

5

Starting from

7500

Per year

Other

Pricing options

Free plan
Subscription
Free trial
Pricing range

Planwhiz features

Functionality

4.8

/5

5

Total features

24

6 categories

Most valued features by users

Data Import/Export
Customizable Reports
Workflow Management
Real Time Reporting
Real Time Data
Accounting
Accounting Integration
Planning Tools

Planwhiz users reviews

Overall Rating

4.8

/5

5

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10
Rating distribution

5

4

3

2

1

4

1

0

0

0

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Their Solution Gives You More Than You Would Expect

Reviewed a month ago

The team has been a pleasure to work with. They are an early stage company, so it is great that they listen to our input on how to improve their product, which is a win-win for us.

Pros

NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.

Cons

One thing I would like to see is better reporting functionality where users can customize their own reporting.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Planwhiz saves me time and money!

Reviewed 4 months ago

Planwhiz replaced that giant spreadsheet and saved me at least 15 hours every month. This is huge for us to follow the ASC 606 rule. Planwhiz automatically generates revenue and cash forecast for every sales order based on the product. No more complicated waterfall formulas. It also generates SaaS metrics (ARR/MRR, new bookings etc.) automatically based on each sales order. What makes it ever better is it also provides me drill down capability to each customer, product, sales rep, and sales regions!

Pros

Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals

Cons

Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Easy to learn how to use the software and strong customer support

Reviewed 8 days ago

We used Excel as budgeting and forecasting tool. It is really time consuming and it is hard to do adjustment. Planwhiz helped us solve the problem. As long as you learned how to use it, it is easy to do budgeting and forecasting. And it is easy to have changes through data input page.

Pros

Easy to use. The learning curve is Steep I can get support from customer service, Felix Shi, quickly and efficiently

Cons

Since this product is still a new product, there are some technology issues need to fix. There are some functions this product cannot support.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Perfect for when you outgrow excel spreadsheets!

Reviewed 2 months ago

Great product, great customer service!

Pros

I love how clean-cut it is, all the inputs are very intuitive and efficient. Because it's built by people with a finance background, the data flow makes sense and is not too cumbersome. The development team is also very responsive. They listen to your inputs and incorporate updates very quickly. This speaks volume to how much they value their customers.

Cons

Right now there's not too much flexibility on pay structure. I'm sure in the future there will be options (annual plan, monthly plan, etc) :)

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Easy to use

Reviewed 4 months ago

The customer support from implementation was hand downs the best.

Pros

I like the user interface of Planwhiz and how easy to use it is.

Cons

Its ability to integrate with NetSuite and other tools.

Vendor response

Hi Kathleen, Thanks a lot for your review. We will roll out NetSuite integration this spring!

Planwhiz FAQs and common questions

Q. What type of pricing plans does Planwhiz offer?

Planwhiz has the following pricing plans:
Starting from: $7500.00/year
Pricing model: Subscription
Free Trial: Available | (No Credit Card required)


Q. Who are the typical users of Planwhiz?

Planwhiz has the following typical customers:
Large Enterprises, Mid Size Business, Small Business


Q. What languages does Planwhiz support?

Planwhiz supports the following languages:
English


Q. Does Planwhiz offer an API?

Yes, Planwhiz has an API available for use.


Q. What level of support does Planwhiz offer?

Planwhiz offers the following support options:
Email/Help Desk, Phone Support, FAQs/Forum

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