Planwhiz

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2 reviews
  • 1 profiles
  • 1 categories
Average star rating
5.0
Serving customers since
2021
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Planwhiz Reviews

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Verified User
A
Head of Finance
Small-Business (50 or fewer emp.)
5/5

Having used the platform for financial reporting, this reviewer finds it a game-changer for automating revenue recognition and cash reporting. The platform has performed exceptionally well, but this reviewer has not encountered any significant issues.

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Verified User in Computer Software
AC
Verified User in Computer Software
Mid-Market (51-1000 emp.)
04/12/2023
Validated Reviewer
Verified Current User
Review source: Organic

Simple FP&A Software Get the Job Done

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

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HQ Location:
Dallas , US

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What is Planwhiz?

Planwhiz is an online platform designed to assist individuals and businesses with financial planning and wealth management. The platform offers a range of tools and resources to help users create personalized financial plans, manage budgets, and set financial goals. Planwhiz aims to simplify the financial planning process by providing intuitive, user-friendly interfaces and comprehensive support, enabling users to make informed decisions about their financial futures. The website serves as a resource for accessing these tools and learning more about their offerings.

Details

Year Founded
2021
Website
planwhiz.com