deFacto Planning

3.7
(3)

deFacto Planning is a completely unified, enterprise-quality, budgeting, forecasting, consolidation, analysis and reporting product.

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UA
User in Accounting
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"Flexible and easy reporting"

What do you like best?

It's pretty flexible, and you can create basic reports easily. I love that it is built as an excel add in so we can build and format in a space we are already familiar with. You can use it to pull basic data for working purposes as well as use it to create financial reporting ready for distribution. The report book feature to kick off a list of reports at once is nice.

What do you dislike?

Sometimes it is hard to get very specific data- our chart of accounts is pretty intricate, and doesn't have a lot of roll ups. It's not easy to say "give me the P&L for unit 1, 3, and 5 in products a, d, and m." It would be nicer if the report book could publish to a single pdf. Instead, I have to compile the pdfs into one for a total financial package. Since the formatting is all in excel, we end up with a lot of small differences in the reports- like sizing and margins among the reports. Also, when you print to pdf, there are often header pages without any content that we need to delete. It's a pain, but overall it's a better solution that what we previously used. We can't use if for consolidation like we intended to. Allocations work fine in deFacto, but I wish there was a better way to replicate the allocations in our accounting software.

What problems are you solving with the product? What benefits have you realized?

Financial reporting. It is definitely less manual than our previous software.

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UN
User in Non-Profit Organization Management
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Verified Current User
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content

"Easy to use reporting software"

What do you like best?

The interface with Excel is one of the best features. The training offered by deFacto is excellent and helps users understand the product.

What do you dislike?

I wish you could write reports directly in Excel instead of the pop up window.

What problems are you solving with the product? What benefits have you realized?

DeFacto has allowed for ease of reporting across multiple departments and management.

What Corporate Performance Management (CPM) solution do you use?

Thanks for letting us know!
U
User
Validated Reviewer
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content

"deFacto, decent when it works"

What do you like best?

Ease of creating reports, ability to use reports for multiple areas of the organization. Excel based report building is simple. Report distribution tools are decent.

What do you dislike?

It is buggy- report headers just disappear randomly, among other issues. Upgrade was not easy and support staff from deFacto didn't know how to use new features.

Recommendations to others considering the product:

Be clear about needs when demoing.

What problems are you solving with the product? What benefits have you realized?

Financial reporting

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