Planwhiz
About Planwhiz
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Most Helpful Reviews for Planwhiz
1 - 5 of 5 Reviews
Richard
Accounting, 11-50 employees
Used weekly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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!
PROSSuper intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals
CONSNot much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed.
Reason 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
Accounting, 11-50 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
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.
PROSNetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts.
CONSOne thing I would like to see is better reporting functionality where users can customize their own reporting.
Kathleen
Marketing and Advertising, 51-200 employees
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed March 2022
Easy to use
The customer support from implementation was hand downs the best.
PROSI like the user interface of Planwhiz and how easy to use it is.
CONSIts 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
Computer Software, 51-200 employees
Used weekly for less than 6 months
OVERALL RATING:
4
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed September 2022
Easy to use
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.
CONSSince 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
Reason for choosing Planwhiz
Planwhiz is easy to learn and much cheaper comparing with alternative products
Echo
Information Technology and Services, 201-500 employees
Used monthly for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2022
Perfect for when you outgrow excel spreadsheets!
Great product, great customer service!
PROSI 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.
CONSRight 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) :)