--- title: "Planwhiz Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Planwhiz Software - reviews, pricing plans, popular comparisons to other Business Performance Management products and more." source_url: "https://www.capterra.com/p/246255/Planwhiz/" page_type: "product" language: "en" --- # Planwhiz Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 17, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Planwhiz ## What is 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. ## What is Planwhiz used for? [Budgeting](https://www.capterra.com/budgeting-software/)[Sales Forecasting](https://www.capterra.com/sales-forecasting-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 5 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $10000 Other, Per Year Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Planwhiz?[Manage this product listing](https://www.g2.com/products/planwhiz/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Planwhiz 4.8 (5) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $10000 Other, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 5.0 (5) Ease Of Use 4.2 (643) Value For Money 5.0 (5) Value For Money 4.0 (550) Customer Service 5.0 (5) Customer Service 4.0 (582) ## Planwhiz alternatives [4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 85% of reviewers rated it above 4 stars [Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/) [4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/) Highest Rated [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/219079/Mosaic/) [Limelight](https://www.capterra.com/p/165603/Limelight/) [4.5 (38)](https://www.capterra.com/p/165603/Limelight/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/165603/Limelight/) ## FAQs about Planwhiz Overview ### What company size and specific industries is Planwhiz built for? Planwhiz is designed for finance and business leaders at growing companies that rely on Excel for planning and reporting. It is best suited to small and mid-market businesses across industries that need a better way to manage financial planning, analysis, and business scaling. Features and Usability ### What are the key features of Planwhiz? Planwhiz offers dashboard creation and forecasting as core features, along with budgeting and forecasting, predictive analytics, and projections. It also includes what-if scenarios, financial reporting, customizable reports, real-time analytics, data visualization, workflow management, and approval process control for financial planning and analysis. Getting Started and Support ### What training and onboarding options does Planwhiz offer? Planwhiz provides live online training, documentation, and videos. Live online sessions support guided setup and direct instruction, documentation offers written reference for features and steps, and videos provide visual walkthroughs that teams can review at their own pace. Getting Started and Support ### What customer support options does Planwhiz offer? Planwhiz provides email/help desk, FAQ/forum, and phone support. No reviewer feedback is available for support, so no user sentiment can be stated about response speed, helpfulness, or common frustrations. The listed channels give users multiple ways to seek help for account, setup, or usage questions. ## Features AI summary Based on 766 Business Performance Management reviews Capterra data shows that buyers of sales forecasting software rank the following features as their top priorities: - **Forecasting** (**55%** of reviewers rated this feature as critical) - **Contact Management** (**43%**) - **Lead Capture** (**46%**) Planwhiz supports **Forecasting**, which gives teams a way to project revenue and plan around expected sales performance. However, it does not include **Contact Management** or **Lead Capture**. Instead, it offers other highly rated capabilities, including **Budgeting/Forecasting** (**52%**) and **Data Import/Export** (**53%**). These features help businesses connect planning data across systems, manage financial expectations more accurately, and make better sales decisions over time. Budgeting/Forecasting 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Data Import/Export 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Cash Management 5.0 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Accounting Integration 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system "What If" Scenarios 4.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Accounting 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Planwhiz 25 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Accounting Integration: Integrate with a third-party accounting system - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Budgeting/Forecasting: Create budgets based on historical data and future projections - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Reporting: Generate reports to assess the financial performance of an organization - Forecasting: Form predictions based on past and present data/trends - Predictive Analytics: Predict future data based on historical data sets - Projections: Estimate or forecast of a future scenario based on the study of present trends - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Revenue Recognition: An accounting principle that identifies the specific conditions in which revenue is recognized and determines how to account for it. - User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.8 (5) 4.8 Based on 5 reviews ## Pricing Value for money 5.0 (5) Free Trial Basic $10,000 Other,Per Year Value for money 5.0 (5) 5.0 Based on 5 reviews Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 5.0 (5) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 5.0 (5) 5.0 Based on 5 reviews ## User reviews Overall rating 4.8 Based on 5 reviews Filter by rating 5(4) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent IL Ida L. Financial Planning & Analysis Manager Computer Software ### "Easy to use" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 26, 2022 Pros Planwhiz is really easy to use and fast to implement. All our Finance team use less than one more to get familiar with this software and utilize it in our forecast process every month. In addition, the customer service team from Planwhiz is efficient to help. Cons Since Planwhiz is still a new software, there are some functions are not prefect. But their R&D team improve performance of software a lot as long as they hear any feedback Reasons for choosing Planwhiz Planwhiz is easy to learn and much cheaper comparing with alternative products Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MH Michelle H. Controller Accounting ### "Their Solution Gives You More Than You Would Expect " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 June 2, 2022 The team has been a pleasure to work with. They are an early stage company, so it is great that they listen to our input on how to improve their product, which is a win-win for us. Pros NetSuite Integration, the tool is tailored for SaaS businesses, exceptional customer service, intuitive platform even for non financial analysts. Cons One thing I would like to see is better reporting functionality where users can customize their own reporting. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. EZ Echo Z. Head of Finance Information Technology and Services ### "Perfect for when you outgrow excel spreadsheets!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 May 3, 2022 Great product, great customer service! Pros I love how clean-cut it is, all the inputs are very intuitive and efficient. Because it's built by people with a finance background, the data flow makes sense and is not too cumbersome. The development team is also very responsive. They listen to your inputs and incorporate updates very quickly. This speaks volume to how much they value their customers. Cons Right now there's not too much flexibility on pay structure. I'm sure in the future there will be options (annual plan, monthly plan, etc) :) Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. KS Kathleen S. EVP of Finance Marketing and Advertising ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 March 10, 2022 The customer support from implementation was hand downs the best. Pros I like the user interface of Planwhiz and how easy to use it is. Cons Its ability to integrate with NetSuite and other tools. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. Response from Vendor March 11, 2022 Hi Kathleen, Thanks a lot for your review. We will roll out NetSuite integration this spring! RR Richard R. Head of Finance Accounting ### "Planwhiz saves me time and money!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 15, 2022 Planwhiz replaced that giant spreadsheet and saved me at least 15 hours every month. This is huge for us to follow the ASC 606 rule. Planwhiz automatically generates revenue and cash forecast for every sales order based on the product. No more complicated waterfall formulas. It also generates SaaS metrics (ARR/MRR, new bookings etc.) automatically based on each sales order. What makes it ever better is it also provides me drill down capability to each customer, product, sales rep, and sales regions! Pros Super intuitive to learn and fast to implement. Price is very reasonable Product is tailored to corporate finance professionals Cons Not much to dislike about the software and team. Planwhiz team responded to my feature requests quickly so all the cons are fixed. Switched from [Microsoft Excel](https://www.capterra.com/p/176574/Excel/) Save time and avoid spreadsheet error Alternatives considered [Datarails](https://www.capterra.com/p/177451/DataRails/) [Jirav](https://www.capterra.com/p/195572/Jirav/) Reasons for choosing Planwhiz I found Planwhiz easiest to learn and it had lots of pre-built analysis/reports to support our business. Planwhiz is truly designed by finance, I can see an FP&A expert behind the product design. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.