Planwhiz 2026: Benefits, Features & Pricing

Wondering if Planwhiz is right for your organization?

Our Sales Forecasting Software selection experts can help you in 15 minutes or less.

On this page

Overview
Pricing and Plans
Features
User Reviews

Overview

Planwhiz

4.8

(5)

Pricing

Starting at $10,000.00 per year

About Planwhiz

Planwhiz helps organizations simplify financial planning, analysis, and reporting so teams can spend more time scaling the business. Administrators can configure role-based access controls and approval workflows on a unified interface.

Planwhiz Screenshots

Planwhiz Pricing and Plans

Starting price: $10,000.00 per year

Free Trial

Free Version

Basic

$10,000.00

per year

No plan information available

Confused about pricing? We've got you covered.

Get a personalized pricing breakdown tailored to your specific needs—no guesswork, no generic estimates.

Planwhiz Features

Popular features found in Sales Forecasting
Customizable Reports
Data Import/Export
Data Visualization
Forecasting
Lead Management
Modeling & Simulation
Opportunity Management
Pipeline Management
Sales Reports
Statistical Analysis
More features of Planwhiz
Accounting
Accounting Integration
Approval Process Control
Budgeting/Forecasting
Cash Management
Consolidation/Roll-Up
Dashboard
Dashboard Creation
Financial Analysis
Financial Reporting
Planning Tools
Predictive Analytics
Projections
Real-Time Analytics
Real-Time Data
Real-Time Monitoring
Real-Time Reporting
Revenue Recognition
User Management
Visual Analytics
"What If" Scenarios
Workflow Management

Planwhiz User Reviews

Overall Rating

4.8

Ratings Breakdown

80%

20%

Secondary Ratings

Ease of Use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.8

Have you used Planwhiz and would like to share your experience with others?

Richard R.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 6 months

Reviewed February 2022

Planwhiz saves me time and money!

Planwhiz replaced that giant spreadsheet and saved me at least 15 hours every month. This is huge for us to follow the ASC 606 rule. Planwhiz automatically generates revenue and cash forecast for every sales order based on the product. No more complicated waterfall formulas. It also generates SaaS metrics (ARR/MRR, new bookings etc.) automatically based on each sales order. What makes it ever better is it also provides me drill down capability to each customer, product, sales rep, and sales regions!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals

Cons:

Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.

Reasons for choosing Planwhiz

I found Planwhiz easiest to learn and it had lots of pre-built analysis/reports to support our business. Planwhiz is truly designed by finance, I can see an FP&A expert behind the product design.

Reasons for switching to Planwhiz

Save time and avoid spreadsheet error

Michelle H.

Verified reviewer

Accounting

11-50 employees

Used weekly for less than 12 months

Reviewed June 2022

Their Solution Gives You More Than You Would Expect

The team has been a pleasure to work with. They are an early stage company, so it is great that they listen to our input on how to improve their product, which is a win-win for us.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.

Cons:

One thing I would like to see is better reporting functionality where users can customize their own reporting.

Kathleen S.

Verified reviewer

Marketing and Advertising

51-200 employees

Used monthly for free trial

Reviewed March 2022

Easy to use

The customer support from implementation was hand downs the best.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the user interface of Planwhiz and how easy to use it is.

Cons:

Its ability to integrate with NetSuite and other tools.

Vendor Response

Hi Kathleen, Thanks a lot for your review. We will roll out NetSuite integration this spring!

Replied March 2022

Ida L.

Verified reviewer

Computer Software

51-200 employees

Used weekly for less than 6 months

Reviewed September 2022

Easy to use

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Planwhiz is really easy to use and fast to implement. All our Finance team use less than one more to get familiar with this software and utilize it in our forecast process every month. In addition, the customer service team from Planwhiz is efficient to help.

Cons:

Since Planwhiz is still a new software, there are some functions are not prefect. But their R&D team improve performance of software a lot as long as they hear any feedback

Reasons for choosing Planwhiz

Planwhiz is easy to learn and much cheaper comparing with alternative products

Echo Z.

Verified reviewer

Information Technology and Services

201-500 employees

Used monthly for less than 6 months

Reviewed May 2022

Perfect for when you outgrow excel spreadsheets!

Great product, great customer service!

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I love how clean-cut it is, all the inputs are very intuitive and efficient. Because it's built by people with a finance background, the data flow makes sense and is not too cumbersome. The development team is also very responsive. They listen to your inputs and incorporate updates very quickly. This speaks volume to how much they value their customers.

Cons:

Right now there's not too much flexibility on pay structure. I'm sure in the future there will be options (annual plan, monthly plan, etc) :)

Showing 1 - 5 of 5 Reviews