Planwhiz

Brand : Planwhiz

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Planwhiz offers an easy-to-use and fast-to-implement FP&A (Financial Planning & Analysis) solution. It helps corporate finance teams with budgeting, forecasting, and reporting.

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It helps corporate finance teams with budgeting, forecasting, and reporting. The platform integrates with ERP, CRM, HRIS, billing systems, and spreadsheets, providing real-time insights and analysis. This automation reduces the need for complex formulas and minimizes errors, making financial management more efficient.

Planwhiz Features

Role-Based Connected Planning

Ensures secure and efficient financial planning.

Customizable Reports and Dashboards

Tailor reports and dashboards to meet specific business needs.

Real-Time Insights and Analysis

Provides up-to-date financial data for better decision-making.

Automated Data Consolidation

Integrates with ERP, CRM, HRIS, billing systems, and spreadsheets.

SaaS Metrics Generation

Automatically generates metrics like ARR/MRR and new bookings.

Drill-Down Capability

Allows detailed analysis of financial data by customer, product, sales rep, and region.

Planwhiz Specifications

  • Operating System :
  • Device :
  • Deployment :
  • Suitable For :
  • Business Specific :
  • Business Size :
  • Customer Support :
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  •  Windows  Android 
  •  Desktop  Mobile 
  •  Web-Based, Perpetual 
  • All Industries 
  • All Businesses 
  • Small Business Medium Business Enterprises 
  • Phone Email Communities 
  • Webinars Documentation Videos 
  • English 

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Planwhiz Company Details

Brand Name Planwhiz
Information Planwhiz is a connected planning cloud solution designed for corporate finance professionals. The platform simplifies financial planning, analysis, and reporting, allowing teams to focus more on scaling their business. With role-based access controls and approval workflows, Planwhiz ensures that financial operations are streamlined and efficient.
Founded Year 2021
Director/Founders Jie Song
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