Planwhiz is a solution that simplifies financial

Design by finance for finance

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Planwhiz is the best of both worlds

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CONNECTED PLANNING​

CONNECTED PLANNING​

Support collaboration between finance and other department stakeholders to scale your business with role-based access control.

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EASY TO USE

EASY TO USE

No new syntax or formulas. Planwhiz will allow rapid implementation of FP&A solutions as well as first budget completion within 2 weeks.

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REAL-TIME INSIGHTS AND ANALYSIS

REAL-TIME INPUT TO INSIGHTS​

With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights and more, Planwhiz provides real-time insights and analysis for every scenario.

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CENTRALIZED DATA

CENTRALIZED DATA

Planwhiz centralizes data by connecting to  accounting, HR and spreadsheets and provides detailed information on the source of each budgeting item. With Planwhiz, budget granularity is no longer limited by ERP chart of accounts.

How it Works

HOW IT WORKS

 Import historical data from your ERP,CRM, HRIS and spreadsheets into Planwhiz.

Invite department stakeholders

Create plans and scenarios with Planwhiz

Publish KPI dashboard for BoD meetings

 Share variance analysis with stakeholders once the accounting period is closed

Speed up close of accounting period using forecast/budgeting data

Collaborate with stakeholders to improve forecasting accuracy using historical data and variance analysis

Assist business partners in making data-driven strategic decisions

How It Works

 Get historical data from your ERP,CRM, HRIS and spreadsheets to Planwhiz.
Invite department stakeholders
Create different plans and scenarios with stakeholders in Planwhiz
Help accounting team to close the period faster using forecast/budgeting data
 Share variances analysis with stakeholders once the accounting period is closed
Publish KPI dashboard for BoD meetings from Planwhiz
Work together with stakeholders to improve forecast accuracy with historical data and variance analysis
Assist business partners to make data driven strategic decisions using Planwhiz

How it Works

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Get historical data from your ERP,CRM, HRIS and spreadsheets to Planwhiz.

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Invite department stakeholders

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Create different plans and scenarios with stakeholders in Planwhiz

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Help accounting team to close the period faster using forecast/budgeting data

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Share variances analysis with stakeholders once the accounting period is closed

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Publish KPI dashboard for BoD meetings from Planwhiz

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Work together with stakeholders to improve forecast accuracy with historical data and variance analysis

  • Created by potrace 1.10, written by Peter Selinger 2001-2011

    Assist business partners to make data driven strategic decisions using Planwhiz

Testimonials

"Planwhiz saves my time and help me trust my budget numbers more than ever. I have more confidence to present my numbers in board meetings."
Walter Yuan, CEO, Moblab
Walter Yuan, CEO, Moblab
"Planwhiz replaced that giant spreadsheet and saved me at least 15 hours every month. "
Richard Rubin, Head of Finance, UGAAP
Richard Rubin, Head of Finance, UGAAP
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Scale your business by empowering your finance team with Planwhiz

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  • 650-307-5846
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