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Planwhiz Reviews & Product Details

Verified User in Computer Software
AC
Mid-Market(51-1000 emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planwhiz?

1. It is super easy to implement; I don't need to learn any new syntax or formulas.

2. Headcount planning module is an easy plug-and-play.

3. Connect with Netsuite in 2 minutes.

4. Compare budget vs. actual in seconds

5. Create unlimited scenarios for budget and forecast

6. Drill down capability for P&L, Cash flow and headcount

7. Great access control for finance, HR and department owners Review collected by and hosted on G2.com.

What do you dislike about Planwhiz?

1. Non-financial reports can be more flexible

2. I'd like to have more ways to forecast bookings Review collected by and hosted on G2.com.

What problems is Planwhiz solving and how is that benefiting you?

1. It helps me have a detailed budget by department, business unit, and GEO.

2. ARR/MRR waterfall

3. Revenue forecast for recurring sales

4. Simplify monthly BvA process Review collected by and hosted on G2.com.

Planwhiz Overview

What is Planwhiz?

Planwhiz is an easy-to-use and fast-to-implement FP&A solution designed to help corporate finance team with budgeting, forecasting and reporting. Features of the platform include role-based connected planning, customizable reports and dashboards, real-time insights and analysis, automated data consolidation with ERP, CRM, HRIS, Billing Systems and your spreadsheets.

Planwhiz Details
Languages Supported
English
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Product Description

Planwhiz is a modern corporate finance solution designed by finance for finance. We simplify financial planning, analysis and reporting.


Seller Details
Seller
Planwhiz
Year Founded
2021
HQ Location
Dallas , US
LinkedIn® Page
www.linkedin.com
5 employees on LinkedIn®

Inc P.
IP
Overview Provided by:

Recent Planwhiz Reviews

RR
Richard R.Small-Business (50 or fewer emp.)
5.0 out of 5
"Game Changer for SaaS Revenue and Cash Forecast"
As someone who deals with financial reporting and revenue recognition, Planwhiz has been a game-changer for me. The platform has automated the reve...
Verified User
A
Verified UserMid-Market (51-1000 emp.)
5.0 out of 5
"Simple FP&A Software Get the Job Done"
1. It is super easy to implement; I don't need to learn any new syntax or formulas. 2. Headcount planning module is an easy plug-and-play. 3. Con...
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Planwhiz Media

Planwhiz Demo - Cash Runway Insights
Cash Runway Insights
Planwhiz Demo - P&L and Headcount Insights
P&L and Headcount Insights
Planwhiz Demo - ARR Waterfall Insights
ARR Waterfall Insights
Planwhiz Demo - Exit ARR by Product/ Customer and Customer Map
Exit ARR by Product/ Customer and Customer Map
Planwhiz Demo - Custom Reports
Custom Reports
Planwhiz Demo - Every sales order has its own revenue and cash schedule
Every sales order has its own revenue and cash schedule
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Have you used Planwhiz before?
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1 out of 2 Total Reviews for Planwhiz

5.0 out of 5
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1 out of 2 Total Reviews for Planwhiz
5.0 out of 5
1 out of 2 Total Reviews for Planwhiz
5.0 out of 5
G2 reviews are authentic and verified.
RR
Small-Business(50 or fewer emp.)
More Options
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best about Planwhiz?

As someone who deals with financial reporting and revenue recognition, Planwhiz has been a game-changer for me. The platform has automated the revenue recognition process and cash reporting, eliminating the need for complicated waterfall formulas and minimizing errors. It generates SaaS metrics automatically, giving me valuable insights into the performance of each customer, product, sales rep, and sales region. The drill-down capability allows me to access specific details quickly and easily, saving time and increasing efficiency. Additionally, the platform has made my job easier, providing accurate and reliable financial reports. Review collected by and hosted on G2.com.

What do you dislike about Planwhiz?

I have not encountered any significant issues with Planwhiz so far. The platform has performed exceptionally well, and the customer support team has been responsive and helpful in addressing my questions or concerns. Review collected by and hosted on G2.com.

What problems is Planwhiz solving and how is that benefiting you?

Planwhiz has solved our significant challenge - managing many contracts through manual spreadsheets. With two products requiring recognition under the ASC 606 rule with different schedules, managing the spreadsheets became increasingly difficult, leading to mistakes in cash or revenue waterfall calculations. Since implementing Planwhiz, we have experienced a significant increase in efficiency and accuracy. The platform has eliminated manual calculations, saving us at least 15 hours every month. It has minimized errors and ensured our financial reports are accurate and reliable. The drill-down capability has provided valuable insights into the performance of each customer, product, sales rep, and sales region, allowing us to make data-driven decisions resulting in increased revenue and profitability. Overall, implementing Planwhiz has been a significant success, improving our financial reporting process, saving time, and increasing accuracy. I highly recommend Planwhiz to anyone looking to streamline their SaaS revenue and cash forecast. Review collected by and hosted on G2.com.

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