I like that it is user friendly, drag and drop feature makes it easy to run ad hoc reports. Love the line item detail and notes feature in the templates.

Great experience for me. We have a dedicated business systems resource on our team who helps a lot.

The ability to integrate reports directly with system data pulls is a very nice feature that can help reduce the complexity of workbooks.

I like the functionality of the program and ease of use.

It makes month end easier. Great customer service team always there when help is needed.

Collaboration can also be difficult, as the individual models are fragile and must be updated online.

It can be difficult to set up a report template. Once set it is good and there are no worries.

Upload of transactional data allows for greater degree of self-service research of budget variances on the part of budget owners.

The interface is pretty dated. I also mainly use chrome as my browser and there seems to be a lag time when scrolling in a template which is a bit of a pain.

I like being able to quickly and easily navigate to what I need. I like the user interface and options given upon login.

Host Analytics has greatly improved our team's capability to quickly consolidate & close each month.

Getting benefits in terms of financial analysis and setting up consistent reporting standards.

I dont like that to complete certificaiton, all users have to attend real life class.

I originally got into Host for budgeting and it has been great for that, but I have found it great for many other things. I also love the way it can grow with me.

It can be difficult to set up a report template. Not all the modules have the same reporting tools.

Good planning tool that integrates well with excel.

Customer service is second to none. In my 30+ years in planning and analysis, I have never found a team so dedicated to ensuring their customer's success.

I was never able to go live. Never got any value out of it and they made me pay for 2 years.

It's extremely user friendly, easy to use, and allows our team to quickly consolidate, close and provide detailed financial reports each month.

The inability to do calculations in the report without creating a new template. Also as we are on Macs the inability to use spotlight in Mac Excel.

The planning tool helped us standardize our budgeting process and we're very impressed with the workforce planning module that helped us easily managing our headcount and compensation estimate.

We love the ease and flexibility of the tool. The monthly releases mean that the product is constantly making improvements.

A data pull is not immediate and can cause some frustration if data is not pulled 100% accurately the first time.

Our planning process runs more smoothly and efficiently again with less errors. We are able to consolidate our plans quicker.

OVerall is a great tool for the ease of standardizing and managing  our reports.

Some of it is hard to change and selecting some options can lock out part.

Amazingly user friendly software, good and fast customer support.

The price is great for this product. We were looking for an easy budgeting tool for our department and Scoro fit the bill.

Also the integrations with Xero, which works very well and Mail Chimp. The way that Scoro gives us a single platform to manage CRM, billing, work flow tracking and management is brilliant.

User interface is great. As a daily instrument for sales it is the best, keeps you on spot.

The software is easy to use, has many great features and it is a great help to everyday work duties.

Ease of use, advanced reporting. Advanced financing features and quoting to order ease of use.

Ease of use and customization, covers many business tasks, very good customer support.

The best, easiest business software. I recommend for everyone who wants quick and effective solution.

Moving to Scoro has made our data and status tracking more reliable, and easier for each team member to customize their own interface.

I write them my problem just to get an answer in several hours asking for some specification and so on.

The most is about budgeting, invoices and payment tracking which is amazing. I love it! also the meeting scheduling management.

It is really easy to use and the customer support is quick and effective.

Very good customer support- questions are answered quickly and they always try to find solutions.

Unable to modify some parameters and leave it as default.

With this software, there has been increased efficiency and better information gathering and reporting for all our projects.

There are some limitations in functionality, and we have had trouble with slow connections to Scoro.

Contacts can be hard to find. I find on a few of my contacts they seem to disappear.

Degree overview of a customer: this gives me the a-z information of my customer, which is amazing. Integration with other tools are simple.

Very good overview of the projects. All data easily accessible and tracable.

After an extensive search and a lot of research we decided on Scoro. The team at Scoro are helfpul and  friendly and eager to keep users happy.

Good API and available integrations. The support is responsive and helpful.

I can highly recommend the system that will quickly prove to be your best investment in improved efficiency of your sales and other customer services.

Scoro is an all in one business solution which i like most because quotations, contracts and invoices can be run flawlessly.

Just a positive experience, great that there is a program that helps mid-level professionals in their daily work.

We have loved this software from the moment it was installed. As the business is growing - both with employees and workload - it is really coming into its own.

The offer segment is a bit confusing where you have to choose the time period or week - often we dont have a time period for that offer.

I like there is a comfortable solution for everyone for organizing your tasks.

Our only issue is the cost per seat and license flexibility, making it unattractive to bring occasional users who might only use one or two features on board.

Great interaction with Scoro setup team at initial stage and then easy ongoing communication with support team; very easy learning curve.

Well designed software with excellent customer support.

US Dollar

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. More than 1,000 customers, including Boston Red Sox, Del Monte, TGI Friday’s, and 23andMe, rely on Planful to accelerate cycle times, increase productivity, and improve accuracy across the end-to-end FP&A process. Planful is a private company backed by Vector Capital, a leading global private equity firm. 

LongDescription

Forecasting

Idea Management

Customizable Reports

Visual Discovery

General Ledger

OLAP

Financial Analysis

Ad hoc Reporting

Scenario Planning

Strategic Planning

Cash Flow Management

Relational Display

Scheduled/Automated Reports

Data Import/Export

Consolidation/Roll-Up

Audit Trail

Version Control

Multi-Currency

Sales Reports

Marketing Reports

Performance Metrics

Scorecards

Multi-Department/Project

Data Connectors

Multi-Company

Roadmapping

KPI Monitoring

Project Accounting

Key Performance Indicators

Budgeting/Forecasting

Visual Analytics

Predictive Analytics

Data Visualization

Modeling & Simulation

Cash Management

Budget Control

Dashboard

Expense Tracking

Real Time Reporting

Income & Balance Sheet

Asset Lifecycle Management

Goal Setting/Tracking

"What If" Scenarios

Reporting/Analytics

Customizable Dashboard

Ad hoc Analysis

Drag & Drop

Financial Reporting

Profit/Loss Statement

Search/Filter

Financial Consolidation & Close Management

Journal Entry Processing

Real-Time Analytics

Performance Management

Financial Management

Single Sign On

Projections

Collaboration Tools

Accounting

Multiple Projects

Planning Tools

Dashboard Creation

Real-Time Data

Data Integration

Activity Dashboard

Alerts/Notifications

Reporting & Statistics

Multiple Data Sources

Accounting Integration

Monitoring

Summary Reports

Project Planning

Task Management

Data Management

Windows 7

Windows Vista

Windows XP

Mac OS

Linux

HP-UX

Solaris

Unix

IBM OS/400

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

Not Applicable

Pricing information is available by contacting Planful.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

2-10

11-50

51-200

201-500

501-1000

1000+

Planful

In Person

Live Online

Webinars

Documentation

Videos


Scoro is a comprehensive work management software specifically designed to cater to the unique needs of service businesses that have grown weary of dealing with disjointed systems, unpredictable workloads, and shrinking profit margins. With its powerful features and intuitive interface, Scoro aims to streamline and optimize the entire workflow of agencies, consultancies and other professional service businesses, providing them with a unified platform to manage all aspects of their operations, from quote to cash. 

By consolidating essential functions such as project management, time tracking, collaboration, invoicing, and reporting into a single solution, Scoro eliminates the hassle of switching between different tools and brings coherence to the work process. It enables businesses to gain better control over their projects, allocate resources efficiently, and monitor progress in real-time, thereby enhancing productivity and ensuring timely project delivery. 

Scoro's data-driven insights and analytics empower businesses to make informed decisions, identify areas for improvement, and drive overall growth and profitability. In a world where service businesses face increasing complexity and competition, Scoro stands as a reliable ally, offering a holistic solution to optimize operations, improve profitability, and drive long-term success.


File Management

Commenting/Notes

Deadline Management

Milestone Tracking

Bar Chart

Project Workflow

Employee Management

Purchase Order Management

Invoice History

Status Tracking

Meeting Management

Billable Items Tracking

Recurring/Subscription Billing

Time Tracking

Project Templates

Document Storage

Proposal Generation

Access Controls/Permissions

Activity Tracking

Online Time Tracking

Progress Tracking

Real-Time Monitoring

Sales Pipeline Management

Referral Tracking

Workflow Configuration

Task Scheduling

Product Configurator

Order Management

Project Billing

Calendar/Reminder System

Invoice Management

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Project Management

14-day free trial, no credit card required.

Essential: $26 per user, per month.
Standard: $37 per user, per month
Pro: $63 per user, per month.
Ultimate: Contact Scoro for pricing.

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