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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 FAQs
Planwhiz product overview
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
Platforms supported
Support options
Training options
Planwhiz pricing information
Value for money
5.0
/5
5
Starting from
No pricing info
Pricing options
Value for money contenders
Planwhiz features
Functionality
4.8
/5
5
Total features
24
6 categories
Most valued features by users
Functionality contenders
Planwhiz users reviews
Overall Rating
4.8
/5
5
Positive reviews
100
%
- Value for money
- Ease of use
- Features
- Customer support
- Likelihood to recommend9.4/10
4
1
0
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Overall rating contenders
Richard R.
Accounting, 11-50 employees
Used weekly for less than 6 months
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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!
Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals
Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.
Michelle H.
Accounting, 11-50 employees
Used weekly for 6-12 months
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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.
NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.
One thing I would like to see is better reporting functionality where users can customize their own reporting.
Kathleen S.
Marketing and Advertising, 51-200 employees
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The customer support from implementation was hand downs the best.
I like the user interface of Planwhiz and how easy to use it is.
Its ability to integrate with NetSuite and other tools.
Hi Kathleen, Thanks a lot for your review. We will roll out NetSuite integration this spring!
Ida L.
Computer Software, 51-200 employees
Used weekly for less than 6 months
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Planwhiz is really easy to use and fast to implement. All our Finance team use less than one more to get familiar with this software and utilize it in our forecast process every month. In addition, the customer service team from Planwhiz is efficient to help.
Since Planwhiz is still a new software, there are some functions are not prefect. But their R&D team improve performance of software a lot as long as they hear any feedback
Echo Z.
Information Technology and Services, 201-500 employees
Used monthly for less than 6 months
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Great product, great customer service!
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.
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) :)
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