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About

Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.

About

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Businesses and finance teams searching for a solution to manage their budgeting, forecasting and reporting operations

Audience

Finance professionals and FP&A teams

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 5.0 / 5
ease 4.0 / 5
features 4.5 / 5
design 4.5 / 5
support 5.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Planwhiz
United States
planwhiz.com

Company Information

Workday
Founded: 2005
United States
www.workday.com/en-us/products/adaptive-planning/overview.html

Alternatives

Alternatives

Prophix

Prophix

Prophix Software
Vena

Vena

Vena Solutions

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Business Performance Management Features

Ad hoc Analysis
Ad Hoc Reports
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Financial Management Features

Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Financial Reporting Features

"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement

Sales Forecasting Features

Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis

Strategic Planning Features

Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards

Nonprofit Features

Accounting
Committee Management
Donor Management
Dues Management
Event Management
Fundraising Management
Member Database
Membership Management
Social Media Management
Volunteer Management

Integrations

Bindbee
BlinkSwag
ClickCease
CloudNuro
Domo
EPMware
GoodHabitz
Hirestar
Imprint Engine
Lightcast Gazelle
LumApps
Mercateam
Microsoft 365
Microsoft Excel
Nango
RadiantOne
Sage Intacct
Salesforce
Silo Team
Y42

Integrations

Bindbee
BlinkSwag
ClickCease
CloudNuro
Domo
EPMware
GoodHabitz
Hirestar
Imprint Engine
Lightcast Gazelle
LumApps
Mercateam
Microsoft 365
Microsoft Excel
Nango
RadiantOne
Sage Intacct
Salesforce
Silo Team
Y42
Claim Planwhiz and update features and information
Claim Planwhiz and update features and information
Claim Workday Adaptive Planning and update features and information
Claim Workday Adaptive Planning and update features and information