# Planwhiz Reviews
**Vendor:** Planwhiz  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About Planwhiz
Planwhiz is an easy-to-use and fast-to-implement FP&A solution designed to help corporate finance team with budgeting, forecasting and reporting. Features of the platform include role-based connected planning, customizable reports and dashboards, real-time insights and analysis, automated data consolidation with ERP, CRM, HRIS, Billing Systems and your spreadsheets.




## Planwhiz Reviews
  ### 1. Game Changer for SaaS Revenue and Cash Forecast

**Rating:** 5.0/5.0 stars

**Reviewed by:** Richard R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 20, 2023

**What do you like best about Planwhiz?**

As someone who deals with financial reporting and revenue recognition, Planwhiz has been a game-changer for me. The platform has automated the revenue recognition process and cash reporting, eliminating the need for complicated waterfall formulas and minimizing errors. It generates SaaS metrics automatically, giving me valuable insights into the performance of each customer, product, sales rep, and sales region. The drill-down capability allows me to access specific details quickly and easily, saving time and increasing efficiency. Additionally, the platform has made my job easier, providing accurate and reliable financial reports.

**What do you dislike about Planwhiz?**

I have not encountered any significant issues with Planwhiz so far. The platform has performed exceptionally well, and the customer support team has been responsive and helpful in addressing my questions or concerns.

**What problems is Planwhiz solving and how is that benefiting you?**

Planwhiz has solved our significant challenge - managing many contracts through manual spreadsheets. With two products requiring recognition under the ASC 606 rule with different schedules, managing the spreadsheets became increasingly difficult, leading to mistakes in cash or revenue waterfall calculations. Since implementing Planwhiz, we have experienced a significant increase in efficiency and accuracy. The platform has eliminated manual calculations, saving us at least 15 hours every month. It has minimized errors and ensured our financial reports are accurate and reliable. The drill-down capability has provided valuable insights into the performance of each customer, product, sales rep, and sales region, allowing us to make data-driven decisions resulting in increased revenue and profitability. Overall, implementing Planwhiz has been a significant success, improving our financial reporting process, saving time, and increasing accuracy. I highly recommend Planwhiz to anyone looking to streamline their SaaS revenue and cash forecast.

  ### 2. Simple FP&A Software Get the Job Done

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 12, 2023

**What do you like best about Planwhiz?**

1. It is super easy to implement; I don't need to learn any new syntax or formulas.
2. Headcount planning module is an easy plug-and-play.
3. Connect with Netsuite in 2 minutes. 
4. Compare budget vs. actual in seconds
5. Create unlimited scenarios for budget and forecast
6. Drill down capability for P&L, Cash flow and headcount
7. Great access control for finance, HR and department owners

**What do you dislike about Planwhiz?**

1. Non-financial reports can be more flexible
2. I'd like to have more ways to forecast bookings

**What problems is Planwhiz solving and how is that benefiting you?**

1. It helps me have a detailed budget by department, business unit, and GEO.
2. ARR/MRR waterfall
3. Revenue forecast for recurring sales
4. Simplify monthly BvA process



- [View Planwhiz pricing details and edition comparison](https://www.g2.com/products/planwhiz/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+11%3A50%3A48+-0500&secure%5Bsession_id%5D=58d50c7e-1d72-46f7-9106-dd8387ad5dd5&secure%5Btoken%5D=c4514d5dfdd259091ed32e6d918b60885cfa0dc1c83082d48048da110b30a617&format=llm_user)

## Planwhiz Features
**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

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

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

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