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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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RR
Richard R.
04/20/2023
Validated Reviewer
Verified Current User
Review source: Organic

Game Changer for SaaS Revenue and Cash Forecast

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.
Verified User in Computer Software
AC
Verified User in Computer Software
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