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.

We are still getting to grips with it all and find that the customer services are very helpful. We are looking forward to the new version being rolled out in the new year.

Having scheduling, job management, forecasting, costing all in one module is a rarity. The system integrates very well and gives fluidity through the job process.

The fact Synergist is database driven; means you can cut the data in so many different ways.

Integration with the Xero accounting software is also great and saves time.

One of the best Agency management tools you can buy. Great customer service, tech support it very fast and helpful.

The best integrated job costing solution for professional services I have worked with in 20 years.

The software is great for running jobs, which is vital to ensure we deliver to budget.

Ease of use and functionality to adapt to any type of business requirement. We have 2 departments that both use Synergist differently for their needs, it is adaptable and flexible.

For us, the quoting side of the system is fantastic. It's super configurable and allows granular customisation across products, services and mark-ups.

It is simple to use and the training videos/information have been a great asset. We mainly utilise the functionality for quickly pricing new jobs and phases, invoicing and allocating work loads.

As a package (software + support), it's the best product in the market - and we tested 6 of the leading solutions in great depth.

Time tracking is also very good. Support has been fantastic - very quick to respond to any questions and they always take the time to make sure you understand.

The product is great for managing multiple clients and projects.

Some of the error messaging isn't always clear on how the problem can be resolved.

The features provide everything we need to run our business and move away from Excel. It's intuitive and very easy to learn and requires very little maintenance overhead.

Its complex but this complexity makes it versatile. It has taken us many man hours to implement but we confident that this investment should pay off in the future.

I really like the system, having used other agency systems and had other systems demonstrated. Great system with a great support helpdesk.

Its vastness is also a challenge - there is so much it can do that we typically feel behind the curve on its use. This isn't too much of Synergist's fault though.

This is not a plug and play system, implementation is expensive in terms of time. However if implemented correctly you will get this investment back in a short time - which we did.

We've also found the support to be the best we have ever experienced. Whenever we have a question or query it's resolved so quickly and the team are super helful.

Its ease of use for non-financial agency staff, client services and PMs made for much happier teams compared to previously used PM software.

Synergist got us off spreadsheets and onto a fully enterprise platform. Month on month is continues to surprise us with what else it can do and how else it can help our business.

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

Pound Sterling

Synergist is an all-in-one agency management software that helps agencies find efficiencies, improve profit margins and grow intelligently. Synergist brings together everything you need to manage your agency – from new business to billing and everything in between – all in one scalable platform. 

Trusted by the UK's top-performing agencies and consultancies. Whether you offer marketing, creative, digital, PR or professional services – 10 or 500 people – Synergist can set up to the way your agency works.



Milestone Tracking

Production Cost Tracking

Purchase Order Management

Status Tracking

Time Tracking

Job Costing

Invoice Management

Portfolio Management

Project Planning/Scheduling

Timesheet Management

Project Management

Gantt/Timeline View

Resource Management

Scheduling

Overrun Reporting

Project Time Tracking

Cost-to-Completion Tracking

Agile Methodologies

Client Portal

Email Management

Percent-Complete Tracking

File Sharing

Traditional Methodologies

Time & Expense Tracking

Reporting/Project Tracking

Work Order Management

Billing & Invoicing

Audit Management

Kanban Board

Budget Management

Prioritization

Client Management

Quotes/Estimates

Task Progress Tracking

Document Management

File Management

Commenting/Notes

Deadline Management

Project Templates

Document Storage

Progress Tracking

Task Scheduling

Time Clock

Core System: £55/month - includes accounting system link
Full User: £54/month - £33/month - includes access to all core features
Timesheet User: £21/month - £13/month - includes time and expense tracking, access to work bookings & job / project information.

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