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Unanet A/E vs IBM Planning Analytics Comparison

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Overview

Unanet A/E, powered by Clearview, is purpose-built ERP for architecture and engineering firms and offers a powerful combination...

IBM Planning Analytics is a cloud-based solution that promises to automate planning, budgeting and forecasting processes...

  • 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

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based
Starting from

No info

  • Free trial available
  • No credit card required
  • Free account
  • Subscription based

User reviews

4.4

5

4

3

2

1

37

27

4

2

0

  • Value for money
  • Ease of use
  • Features
  • Customer support
98%
would recommend this app

4.3

5

4

3

2

1

6

2

1

1

0

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

Pros

I am extremely happy with Clearview Infocus. They have been amazing in their customer service department and help when I need it with trouble shooting.
Clearview Team is fantastic. Best project management/accounting decision we made when we converted to Infocus.
This product has many bells and whistles. The integration between the opportunity (marketing) through proposal to accounting is pretty good.

Pros

IBM Cognos TM 1 is the best solution for budgetting & modelling; it has a strong adherence to each budgetting process due to its flexibility.
TM1 is a great tool to have as long as the organization's system interfacing are setup to work reliably and the databases are designed to interface with each other.
We spoke with a guy named Steve once that fixed us up perfectly. Thank you IBM and thank you Steve.

Cons

It is difficult to type in a job code without getting some type of error- especially if you are unsure of how many tiers or sub-categories there are.
There are a few consistency issues between the applets that are annoying at times.
Having it the same color as the live version can make it a bit confusing when training others.

Cons

This is really a planning, budgeting, and forecasting tool. Deviating too far away from it will cause problem.
Bit difficult to setup, no more articles over the internet, you need to ask some techies for one time setup. Later anyone can handle it.
Comparing to other software, IBM Planning Analytics lack of new features in the recent couple of years.
  • Vendor responds to reviews
  • Last review2 years ago
  • Vendor responds to reviews
  • Last reviewa year ago

Key features

  • Total features133
  • "What If" Scenarios
  • API
  • API Design
  • API Lifecycle Management
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Application Management
  • Approval Workflow
  • Asset Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Capacity Management
  • Cash Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Correlation Analysis
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Developer Portal
  • Document Management
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Dynamic Modeling
  • Enterprise Asset Management
  • Event Calendar
  • Exception Reporting
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • General Ledger
  • Graphical Data Presentation
  • HR Management
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Issue Management
  • Job Costing
  • Kanban Board
  • Key Performance Indicators
  • Lead Management
  • Marketing Automation
  • Milestone Tracking
  • Mobile App
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Order Management
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Product Data Management
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Publishing / Sharing
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Relationship Tracking
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Scenario Planning
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Skills Tracking
  • Statistical Analysis
  • Strategic Planning
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Template Management
  • Testing/QA Management
  • Threat Protection
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Visual Analytics
  • Visualization
  • Total features36
  • "What If" Scenarios
  • API
  • API Design
  • API Lifecycle Management
  • Access Controls/Permissions
  • Account Alerts
  • Accounting Integration
  • Accounts Payable
  • Accounts Receivable
  • Activity Tracking
  • Ad hoc Analysis
  • Ad hoc Reporting
  • Agile Methodologies
  • Application Management
  • Approval Workflow
  • Asset Management
  • Audit Trail
  • Automatic Billing
  • Bank Reconciliation
  • Billing & Invoicing
  • Billing Portal
  • Budget Control
  • Budget Management
  • Budgeting/Forecasting
  • CRM
  • Capacity Management
  • Cash Management
  • Change Management
  • Client Portal
  • Collaboration Tools
  • Competitive Analysis
  • Compliance Management
  • Configurable Workflow
  • Consolidation/Roll-Up
  • Contact Database
  • Contact Management
  • Contingency Billing
  • Contract/License Management
  • Correlation Analysis
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customizable Invoices
  • Customizable Reports
  • Customizable Templates
  • Dashboard
  • Data Connectors
  • Developer Portal
  • Document Management
  • Drag & Drop
  • Due Date Tracking
  • Dunning Management
  • Dynamic Modeling
  • Enterprise Asset Management
  • Event Calendar
  • Exception Reporting
  • Expense Tracking
  • File Sharing
  • Financial Management
  • Financial Reporting
  • Forecasting
  • Gantt/Timeline View
  • General Ledger
  • Graphical Data Presentation
  • HR Management
  • Hourly Billing
  • Income & Balance Sheet
  • Integrated Business Operations
  • Invoice Creation
  • Invoice History
  • Invoice Management
  • Issue Management
  • Job Costing
  • Kanban Board
  • Key Performance Indicators
  • Lead Management
  • Marketing Automation
  • Milestone Tracking
  • Mobile App
  • Modeling & Simulation
  • Multi-Company
  • Multi-Currency
  • Multi-Department/Project
  • Multiple Projects
  • Nonprofits
  • Online Invoicing
  • Order Management
  • Payment Processing
  • Payroll Management
  • Percent-Complete Tracking
  • Performance Metrics
  • Portfolio Management
  • Predictive Analytics
  • Prioritization
  • Product Data Management
  • Profit/Loss Statement
  • Profitability Analysis
  • Progress Tracking
  • Project Accounting
  • Project Billing
  • Project Management
  • Project Planning
  • Project Planning/Scheduling
  • Project Time Tracking
  • Project Tracking
  • Projections
  • Proposal Generation
  • Publishing / Sharing
  • Purchase Order Management
  • Qualitative Analysis
  • Quantitative Analysis
  • Quotes/Estimates
  • Recurring/Subscription Billing
  • Reimbursement Management
  • Relationship Tracking
  • Reporting/Analytics
  • Reporting/Project Tracking
  • Requirements Management
  • Resource Allocation & Planning
  • Resource Management
  • Resource Scheduling
  • Scenario Planning
  • Scorecards
  • Search/Filter
  • Self Service Portal
  • Skills Tracking
  • Statistical Analysis
  • Strategic Planning
  • Supplier Management
  • Task Management
  • Tax Calculation
  • Template Management
  • Testing/QA Management
  • Threat Protection
  • Time & Expense Tracking
  • Time Tracking
  • Time Tracking by Client
  • Time Tracking by Project
  • Timesheet Management
  • Traditional Methodologies
  • Utilization Reporting
  • Vacation/Leave Tracking
  • Version Control
  • Visual Analytics
  • Visualization

Integrations

  • Total integrations12
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • Xero
  • Zapier
  • Total integrations4
  • Dropbox Business
  • Google Calendar
  • Google Drive
  • Magento Commerce
  • Mailchimp
  • Microsoft 365
  • Microsoft Excel
  • Microsoft Outlook
  • NetSuite
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • SAP Business One
  • Salesforce Sales Cloud
  • Shopify
  • Slack
  • Stripe
  • WooCommerce
  • 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

Unanet A/E vs. IBM Planning Analytics

See how Unanet A/E and IBM Planning Analytics stack up against each other by comparing features, pricing, ratings, integrations, security & more.