# Planwhiz Software Reviews, Demo & Pricing - 2026 > Review of Planwhiz Software: system overview, features, price and cost information. Get free demos and compare to similar programs. Source: https://www.softwareadvice.com/accounting/planwhiz-profile --- [Home](https://www.softwareadvice.com/) / [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/) / Planwhiz Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. Overview # 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 - User Interface - Popular Alternatives - Pricing and Plans - Features - User Reviews ## Overview Planwhiz 4.8 [(5)](https://www.softwareadvice.com/accounting/planwhiz-profile/#reviews) 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. Wondering if Planwhiz is right for your organization? Our Sales Forecasting Software selection experts can help you in 15 minutes or less. ## Planwhiz User Interface ## Popular Planwhiz Alternatives Main Product Planwhiz 4.8 [(5)](https://www.softwareadvice.com/accounting/planwhiz-profile/#reviews) Ratings Breakdown - 5.0Ease of use - 5.0Value for money - 5.0Customer support - 4.80Functionality Pricing Starting at $10000.00 per year Get Price Alternative Product [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) 4.3 [(687)](https://www.softwareadvice.com/accounting/intacct-accounting-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.00Value for money - 3.99Customer support - 4.23Functionality Pricing Available upon request Get Price Alternative Product [Workday Adaptive Planning](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/) 4.5 [(231)](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/reviews/) Ratings Breakdown - 4.20Ease of use - 4.34Value for money - 4.44Customer support - 4.35Functionality Pricing Available upon request Get Price Alternative Product [Bob Finance](https://www.softwareadvice.com/product/191104-Mosaic/) 4.8 [(57)](https://www.softwareadvice.com/product/191104-Mosaic/reviews/) Ratings Breakdown - 4.60Ease of use - 4.57Value for money - 4.95Customer support - 4.54Functionality Pricing Available upon request Get Price Alternative Product [Limelight](https://www.softwareadvice.com/product/402471-Limelight/) 4.5 [(38)](https://www.softwareadvice.com/product/402471-Limelight/reviews/) Ratings Breakdown - 4.47Ease of use - 4.75Value for money - 4.79Customer support - 4.42Functionality Pricing Starting at $999.00 per month Get Price Alternative Product [Plika](https://www.softwareadvice.com/accounting/plika-profile/) 4.4 [(36)](https://www.softwareadvice.com/accounting/plika-profile/#reviews) Ratings Breakdown - 4.56Ease of use - 4.51Value for money - 4.85Customer support - 4.42Functionality Pricing Starting at $30.00 per month Get Price ## 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 5 80% 4 20% 3 0% 2 0% 1 0% 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? RR Richard R. Verified reviewer Accounting 11-50 employees Used weekly for less than 6 months Reviewed February 2022 Planwhiz saves me time and money! 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More MH 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 5 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 5 Ease of use 5 Value for money 5 Customer support 5 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. Read More KS Kathleen S. Verified reviewer Marketing and Advertising 51-200 employees Used monthly for free trial Reviewed March 2022 Easy to use 5 The customer support from implementation was hand downs the best. Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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 Read More IL Ida L. Verified reviewer Computer Software 51-200 employees Used weekly for less than 6 months Reviewed September 2022 Easy to use 4 Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 4 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 Read More EZ 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! 5 Great product, great customer service! Ratings Breakdown 5 Ease of use 5 Value for money 5 Customer support 5 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) :) Read More Showing 1 - 5 of 5 Reviews ## Other Top Recommended Sales Forecasting Software [NetSuite](https://www.softwareadvice.com/accounting/netsuite-financials-accounting-software-profile/) **4.2** (2045) Recently recommended **64** times [Sage Intacct](https://www.softwareadvice.com/accounting/intacct-accounting-profile/) **4.3** (687) Recently recommended **30** times [Workday Adaptive Planning](https://www.softwareadvice.com/nonprofit/workday-adaptive-planning-profile/) **4.5** (231) Recently recommended **3** times [Vena](https://www.softwareadvice.com/bpm/vena-profile/) **4.5** (139) Recently recommended **3** times Stuck Between Options? Our experts can help you compare Planwhiz with other top options, so you can find the best fit for your needs. ## See what companies are saying about Software Advice