Plena
About Plena

Most Helpful Reviews for Plena
1 - 5 of 13 Reviews
Caleb
Verified reviewer
Retail, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
A Controller's Dream Come True
Couldn't be happier, just wish there were more projects I could send them. We are already fairly automated, so we didn't have to send much over.
PROSThey can automate any task that doesn't require higher level thinking. It can integrate with any software and can automate most any software task. The customer service responds within hours of issues and provides solutions immediately. The customer service agent IS the person fixing the issue, so there aren't any layers to go through. After a quick cost / benefit analysis (Cost per hour of an individual doing a task vs cost of software), we quickly found this software would save us lots of money.
CONSThe Company is new, so there will be some things they can improve on as they go like UI improvements, clarity of error responses, but I love their agility and helpfulness. They are laser focused on functionality and effectiveness of their bots, and it shows!
Reason for choosing Plena
They were specificially geared toward accounting process improvement which is a huge selling point for myself as the Controller.
Aaron
Real Estate, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
Transform your team and get your life back!
Fantastic! I have been using this software for a couple years and am probably the company's biggest advocate. I've introduced several friends and associates at other companies to use the software. My life has changed in that I don't need to spend time with data anymore as the software takes care of all that, and I can enjoy going home spending time with my family. Month end close has never been the same!
PROSI love that the software integrates with anything. I can trust and count on it to function how I need it to every single time. The software has allowed me to focus on more impactful, meaning tasks and responsibilities within the organization such that I can provide the value intended with my position. My team is able to do the same which transforms us from a "cost center" to being a strategic partner within the organization to lead out in making our organization proactive and forward looking. It's been incredible. And the opportunity to scale is that much greater because there's no limit to the amount of transactions that can be handled by the software.
CONSThere are so many projects that we want to have done, that we can't get them all done when we want to. Just a matter of prioritizing what we want when. Would be great to have the error activity logs clear out more frequently or more easily. There's not a readily available feature to clear out these logs that I have been able to use.
Reason for choosing Plena
I chose Plena Data over these products because of the customization available with Plena Data as well as the cost. I could automate whatever manual process we were dealing with at a fraction of the cost of the other products. We're still expanding the service offering within our organization because of how valuable what we've already done has been.
Ummu Habibah
Verified reviewer
Telecommunications, 1,001-5,000 employees
Used daily for less than 12 months
OVERALL RATING:
4
EASE OF USE
4
FUNCTIONALITY
3
Reviewed July 2022
The good and the bad of Plena
Everything that doesn't require complex understanding can be replaced by automation. It may automate virtually any software process and can communicate with any application. When problems arise, customers may expect a response from support within hours. No intermediaries are involved since the customer care representative IS the problem solver.
CONSFar too many things that need to be done, but we can't get to them all in the available time. It's an issue of setting deadlines for our wants. It would be excellent if error activity logs could be deleted automatically or at regular intervals. Unfortunately, I have not yet found a way to delete these logs quickly.
Delene
Medical Practice, 11-50 employees
Used weekly for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2020
SAVES ME SO MUCH TIME
We have a complicated system that we use to calculate bonus paychecks for all employees each month. We have to extract numbers from our specialized orthodontic software, numbers from the employee management software, numbers from quickbooks and numbers from excel. Plena Data does the extraction and compilation for us now. We no longer have to look anything up to calculate the bonus. And it's always 100% accurate. There are no more errors!
PROSThe Plena Data Software that we are currently using in our Orthodontic Practice has done 2 very important things for us. 1) Taken away the stress, headaches, frustration, overwhelm and mistakes that used to exist when we were manually gathering and entering numbers from 3 different software systems in order to calculate our payroll/bonus. 2) Cut the amount of time that was required for an employee to gather all of this information. It takes zero time. We just pull up the report - all of the numbers we need are in one report on one screen. Integration was seamless, we had no issues getting the software up and running.
CONSThe one feature that we did not like was the order that our data was presented in the final product. We spoke with customer service and this problem was corrected in less than 24 hours.
Conryd
Accounting, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed June 2020
I love bots
Plena Data have been great to work with. No request seemed out of the realm of possibility, and they've been super helpful at updating and molding our process as we work through the best solutions to our unique needs. They've been amazing to work with. Now if only we could train AI to do accounting and make financial decisions I could retire.
PROSUp-to-date reporting and accuracy are the two things we pride ourselves in being able to provide to our clients. Before implementing Plena Data we had to update our reports manually and by hand pulling in data from multiple sources. This whole process was simplified down to the click of a button. It's saved myself and my team hours every week plus it removes the chance of human error. We're able to run an update and talk to our clients in real time about their current financials and business operations.
CONSSometimes the bots stall on their updates, but Plena Data respond with fixes very quickly.
Reason for choosing Plena
They were local and very willing to help build a custom solution to our needs.