---
title: Planning Business Process Reviews
meta_title: 'Planning Business Process Reviews 2026: Details, Pricing, & Features
  | G2'
meta_description: Filter 64 reviews by the users' company size, role or industry to
  find out how Planning Business Process works for a business like yours.
aggregate_rating:
  rating_value: 4.2
  review_count: 64
  scale: '5'
date_modified: '2026-08-09'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Planning Business Process Reviews
**Vendor:** Oracle  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.2/5.0  
**Total Reviews:** 64
## About Planning Business Process
Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.



## Planning Business Process Pros & Cons
**What users like:**

- Users value the **integration capabilities** and **flexibility of custom models** offered by Oracle Planning Cloud. (1 reviews)
- Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine. (1 reviews)

**What users dislike:**

- Users find the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview&#39;s Excel-only integration. (1 reviews)
- Users find the **poor interface design** limiting, wishing for broader compatibility with modern applications like Google Sheets. (1 reviews)

## Planning Business Process Reviews
  ### 1. EPM Enterprise Experience

**Rating:** 2.0/5.0 stars

**Reviewed by:** Verified User in Banking | Enterprise (> 1000 emp.)

**Reviewed Date:** July 31, 2018

**What do you like best about Planning Business Process?**

Automatically generate daily reports. Access to all the EPM applications via EPM repository.

**What do you dislike about Planning Business Process?**

So many thing to improve. The version that we used was too laggy. Sorting by the categories should be improved. Report templates are old-fashioned.

**What problems is Planning Business Process solving and how is that benefiting you?**

Daily reports have been extracted in CSV format and generated weekly EPM Bulletins.


## Planning Business Process Discussions
  - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for)

- [View Planning Business Process pricing details and edition comparison](https://www.g2.com/products/planning-business-process/reviews?filters%5Bnps_score%5D%5B%5D=2&section=pricing&secure%5Bexpires_at%5D=2026-08-12+17%3A05%3A17+-0500&secure%5Bsession_id%5D=074e030f-90fc-43ef-8ca4-f2301e9b3a36&secure%5Btoken%5D=b3cd637534bc876e63fec2baf0e00865ea6f0815f7c1fa8bd954e433b6bbf641&format=llm_user)

## Planning Business Process Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods
- Real-Time Data

**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI
- Generative AI

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking
- Financial Analysis

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Additional Functionality**
- Data Visualization
- Purchase Order Management
- Expense Management
- Ad hoc Reporting
- Multi-Company
- Profit/Loss Statement
- Workflow Management
- Access Controls/Permissions
- Customizable Reports
- Forecasting
- Dashboard Creation
- Self-Service Reporting
- Multi-Currency
- Financial Management
- "What If" Scenarios
- Asset Lifecycle Management
- Strategic Planning
- Visual Analytics
- Billing & Invoicing
- Real-Time Reporting
- Reporting/Analytics
- Receipt Management
- Scenario Planning
- Alerts/Notifications
- Collaboration Tools
- Version Control
- Activity Dashboard
- General Ledger
- Third-Party Integrations
- Consolidation/Roll-Up
- Drag & Drop
- Income & Balance Sheet
- Multi-Department/Project
- Accounting
- API
- Chart of Accounts
- AI Copilot
- Cash Management

## Top Planning Business Process Alternatives
  - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (397 reviews)
  - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (392 reviews)
  - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (473 reviews)

