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.

No frills, just works great and easy integration with quickbooks.

The app is great and good value for the money.

Very easy setup, intuitive, and user-friendly. Mapping of accounts is seamless.

Both with the software and customer support. I consider myself an advanced user, and when I ran into an issue this morning, Lizzie helped me solve the issue quickly over chat.

While the initial setup was difficult, Vita really took the time to help me figure out a clever ways to sync my refunds the way that I wanted to. Now I am expecting it to be a breeze.

The software works great, saves me lots of time with completing the sales reconciliations for my clients e-commerce sales deposits (Shopify).

Easy to setup, great and prompt customer service. Note: I am receiving credit for this review.

Inability to attach backup documentation (PDF) to invoices; Inability to customize text within invoice email.

Overall, so far, it has been really positive. I like that it is easy to use and updates QB instantly so I can see the sales going in and also have visibility of fees etc.

Amazing facility to import Stripe into Quickbooks.

Efficiency, being able to easily sync everything to my quickbooks makes accounting for transactions a breeze. And the customer service was fantastic.

The automated transaction matching and integration with QuickBooks Online save a whole lot of time.

There is no french service available at this time.

Overall experience with Synder has been great. I would recommend this product to anyone using Quickbooks Online and selling products with Shopify or other supported platforms.

The limited transactions can be annoying if you're just over the 100 transactions a month mark.

He walked me through the use of the app and was extremely patient and enthusiastic about sharing the features with me. I am excited to use the app to make my bookkeeping much more efficient.

Great customer support, They actually want to solve your problems.

Having the set up to report your taxes for tax purposes is very important to me. This app has all the features that a small business owner needs.

The best part of this is the ease of use. The interface is nice and easy to follow.

Some nice syncing features with QBO. Support has been really good so far, thank you Anastasia for all your help getting us setup.

Sync worked immediately and connected with my Quickbooks without issues. Support staff was very responsive and kind.

Ease of use, convenience, accessible, cost effective.

The integration into my QuickBooks has saved me time , and was easy to setup.

I recall at the beginning being a little confused about the mapping, but this is not my usual area of bookkeeping.

The ease in setting it up for my ecommerce client who has multiple products and services she sells. The integration was perfect with QBO.

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

Synder is a finance management solution with a focus on bookkeeping automation for small to midsize businesses and accounting professionals that work with SMBs.


Synder integrates payment systems (Stripe/Paypal/Square) with accounting solutions such as QuickBooks and Xero and automatically brings detailed transaction data from the payment systems into accounting. It also can categorize sales and expenses in the books with the help of smart rules. The invoicing feature helps to create send one-click invoices and automatically close them upon payment in the accounting. And a generated payment link allows for receiving online payments with credit cards through a simple checkout page.


Synder saves time eliminating manual data entry, protects books from duplicates, and in case any erroneous syncs occur, it allows undoing them in bulk with no harm to the books



Electronic Payments

Invoice History

Payment Processing

Activity Tracking

Data Synchronization

Bank Reconciliation

Invoice Management

Transaction History

Transaction Monitoring

Online Payments

Online Invoicing

Inventory Tracking

Channel Management

Sales Tax Management

Invoice Processing

Invoice Creation

Billing & Invoicing

Receipt Management

Account Reconciliation

Receivables Ledger

Third-Party Integrations

Partial Payments

Core Accounting

Accounts Payable

Accounts Receivable

Customer Statements

Item Management

For Small Businesses

Inventory Management

Medium: $48.80/month with an annual subscription
Scale: $88.00/month with an annual subscription
Large: $220.00/month with an annual subscription

Planful vs Synder

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