Alerts
Proactively manage your finance
Identify errors in your closing before you close the book and alert your team on abnormal expenses
The benefits
Eliminate manual errors
Data is clean and enriched in seconds. Never worry about data wrangling and copy-paste errors.
Automate repetitive analysis
Access out-of-the-box templates or create your own custom metrics with easy to use formulas built to scale.
Report in real-time
Get insights today, not next month. Share performance updates with internal and external stakeholders in real-time.
Alerts
Plan based on your historicals
Use your historical data as a benchmark to your plan by account, department and more
Alerts
Take inputs directly from budget owners
Allow budget owners to have a simple way to do workforce planning and expense planning by vendor
Alerts
Every expense item has a cash schedule
Take the guesswork out of your planning process.
- ARR/MRR Trends
- Sales Performance
- Customer Cohorts
Improved planning will better equip your business to be successful
Trust your numbers
Access budget and forecasting details
Align Cross-functional Teams
Involve business partners in the planning process from day one
Create value
Improve business strategy with Planwhiz’s detailed insights and analysis