PFM Solutions

Whitebirch Planning


Who Uses This Software?

Higher Education; Non Profits; Strategic Planning


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    $125.00/month/user
  • Deployment
    Cloud, SaaS, Web
    Installed - Windows
  • Training
    Live Online
    In Person
  • Support
    Business Hours

Vendor Details

  • PFM Solutions
  • www.whitebirchsoftware.com
  • Founded 1999
  • United States

About Whitebirch Planning

Whitebirch Software is a comprehensive strategic financial planning solution. Build custom financial models with depth and flexibility for strategic decision support; evaluate best-course options with Strategic Impact Analysis; present recommendations to senior management; make on-the-fly adjustments based on stakeholder queries. Whitebirch comes complete with integrated financial statements and ratio analysis. Model, analyze and dynamically present all within the same state-of-the-art tool.


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Whitebirch Planning Features

  • "What If" Scenarios
  • Balance Sheet
  • Capital Asset Planning
  • Cash Management
  • Consolidation / Roll-Up
  • Forecasting
  • General Ledger
  • Income Statements
  • Multi-Company
  • Multi-Department / Project
  • Profit / Loss Statement
  • Project Budgeting
  • Run Rate Tracking
  • Version Control

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