# deFacto Planning Reviews **Vendor:** deFacto Global **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 3.9/5.0 **Total Reviews:** 5 ## About deFacto Planning deFacto Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis and reporting across all functional areas, including finance, tax, sales, supply chain, operations, and others. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company. ## deFacto Planning Reviews ### 1. Great Budgeting & Forecasting Tool for the Money **Rating:** 4.0/5.0 stars **Reviewed by:** Adam T. | Account Executive, Mid-Market (51-1000 emp.) **Reviewed Date:** November 14, 2023 **What do you like best about deFacto Planning?** It is setup and geared for a lean organizations that is easy to use and easy to setup to do a budget and forecast. **What do you dislike about deFacto Planning?** While it offers a lot of great tools to do a collaborative planning process there are some additional features like in depth flexible dashboards and reporting could have a bit more flexibility **What problems is deFacto Planning solving and how is that benefiting you?** Helping with more collaborative planning and allows for a monthly forecast with multiple data sources and inputs from dept heads. ### 2. We have been using deFacto for about 9 years. Great reporting and great customer service. **Rating:** 4.5/5.0 stars **Reviewed by:** Amity M. | Enterprise (> 1000 emp.) **Reviewed Date:** August 22, 2023 **What do you like best about deFacto Planning?** deFacto Planning has enabled us to generate comprehensive and customizable reports that cater to our specific needs. With Excel as one of the user interfaces, the learning curve is significantly reduced, allowing us to spend time analyzing data quickly and efficiently. Also, the customer service has been great. **What do you dislike about deFacto Planning?** Everything has been great. The only small issue in almost in 9 years are a couple Microsoft updates that have interfered with reports, but deFacto has been quick to provide a solution. **What problems is deFacto Planning solving and how is that benefiting you?** With deFacto Planning, we gained sophisticated reporting and analysis that is easy to use. Business performance has increased because we can quickly create reports and drill into details. ### 3. deFacto, decent when it works **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Mid-Market (51-1000 emp.) **Reviewed Date:** January 24, 2019 **What do you like best about deFacto Planning?** 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 about deFacto Planning?** 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 deFacto Planning:** Be clear about needs when demoing. **What problems is deFacto Planning solving and how is that benefiting you?** Financial reporting ### 4. Easy to use reporting software **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** February 01, 2018 **What do you like best about deFacto Planning?** 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 about deFacto Planning?** I wish you could write reports directly in Excel instead of the pop up window. **What problems is deFacto Planning solving and how is that benefiting you?** DeFacto has allowed for ease of reporting across multiple departments and management. ### 5. Flexible and easy reporting **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** June 20, 2016 **What do you like best about deFacto Planning?** 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 about deFacto Planning?** 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 is deFacto Planning solving and how is that benefiting you?** Financial reporting. It is definitely less manual than our previous software. ## deFacto Planning Discussions - [What is deFacto Planning used for?](https://www.g2.com/discussions/what-is-defacto-planning-used-for) - [View deFacto Planning pricing details and edition comparison](https://www.g2.com/products/defacto-planning/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+12%3A53%3A37+-0500&secure%5Bsession_id%5D=f8ed947a-67e3-48c3-ab2a-d4cb2156c3a8&secure%5Btoken%5D=075b243a0be894567330ab7aed9e6df2c443217d8e19dd975d48cf977c15b2f4&format=llm_user) ## deFacto Planning Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top deFacto Planning Alternatives - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (463 reviews) - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (392 reviews)