Is Planwhiz right for your business?

We’re here to help you make the best Accounting Software choice.

best for

  • Accounting
  • Best For All Business Sizes
  • Supports Cloud Based Platforms

what reviewers say

  • Great value for money
  • Great ease of use
  • Great functionality

What is 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.... 

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Planwhiz P&L and Headcount Insights
Planwhiz P&L and Headcount Insights
Planwhiz Cash Runway Insights
Planwhiz Cash Runway Insights
Planwhiz ARR Waterfall Insights
Planwhiz ARR Waterfall Insights
Planwhiz Exit ARR by Product/ Customer and Customer Map
Planwhiz Exit ARR by Product/ Customer and Customer Map
Planwhiz Custom Reports
Planwhiz Custom Reports
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User Review Highlights

4.8

5 Reviews

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4
4
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5

Ease-of-use

out of 5
5

Customer Support

out of 5
5

Value for money

out of 5
5

Functionality

out of 5

Read user reviews

How much does Planwhiz cost?

Starting price

$7,500.00 per year

Free trial

Available

Free version

Not Available

How easy is Planwhiz to use and deploy?

Planwhiz supports Cloud Based deployment options, including: Cloud, SaaS, Web-based.

People who reviewed this software give it a 5 star rating for ease-of-use.

Planwhiz Reviews

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Company Size

Time Used

User Rating

Showing 1 - 5 of 5 reviews

Michelle

Company size: 11-50 employees

Industry: Accounting

Time used: Less than 12 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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.

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.

Richard

Company size: 11-50 employees

Industry: Accounting

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

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!

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

Ida

Company size: 11-50 employees

Industry: Computer Software

Time used: Less than 6 months

Review Source: Capterra

4

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
4

Functionality

out of 5

June 2022

Easy to learn how to use the software and strong customer support

We used Excel as budgeting and forecasting tool. It is really time consuming and it is hard to do adjustment. Planwhiz helped us solve the problem. As long as you learned how to use it, it is easy to do budgeting and forecasting. And it is easy to have changes through data input page.

Pros

Easy to use. The learning curve is Steep I can get support from customer service, Felix Shi, quickly and efficiently

Cons

Since this product is still a new product, there are some technology issues need to fix. There are some functions this product cannot support.

Reasons for choosing Planwhiz

Save time on budgeting and forecasting comparing to Excel It is much cheaper than other alternative software Get feedback quickly from customer service when I meet problems with software

Echo

Company size: 201-500 employees

Industry: Information Technology and Services

Time used: Less than 6 months

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

May 2022

Perfect for when you outgrow excel spreadsheets!

Great product, great customer service!

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) :)

Kathleen

Company size: 51-200 employees

Industry: Marketing and Advertising

Review Source: Capterra

5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2022

Easy to use

The customer support from implementation was hand downs the best.

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.

Response from PLANWHIZ

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

Replied March 2022

Showing 1 - 5 of 5 reviews
Planwhiz

Planwhiz

4.8/5 out of 5 reviews