Financial Analysis Without the Hassle

Real-Time Financial Reporting When and Where you Need it

The benefits

Automate repetitive analysis

Eliminate tedium and liberate your productivity by automating clerical report-making tasks.

Report in real-time

Get your reports as and when you need them, with performance being able to be shared both internally and externally.

Empower department executives

Easily establish goals, KPIs, and performance metrics to track progress within departments.

Automated variance analysis

There’s no need to send out spreadsheets for your monthly budget vs actual and your forecast vs budget. By automating these tedious but very important reports, the time-consuming process of reporting is made far more efficient.

Automated variance analysis

There’s no need to send out spreadsheets for your monthly budget vs actual and your forecast vs budget. By automating these tedious but very important reports, the time-consuming process of reporting is made far more efficient.
Standard P&L

Real-time reporting is massively important in a modern business world that is more frenetic and fast-paced than ever. Stakeholders need to get profit and loss reports in real time to make the right decisions. With Planwhiz, you’ll get just that.

Standard cashflow and headcount insights
It’s just as vital to know where you are standing in terms of cash flow and headcount. Keep closer tabs on your money and employees with our real-time reports. You can have what you need, exactly when you need it.

Standard cashflow and headcount insights

It’s just as vital to know where you are standing in terms of cash flow and headcount. Keep closer tabs on your money and employees with our real-time reports. You can have what you need, exactly when you need it.
Create customized reports

Planwhiz also provides a pivot table-like interface for you to create custom reports if one of a host of curated templates doesn’t provide exactly what you are needing.

Empowering executives

Whether it’s the CEO, CFO, or any other major shareholder within the business, you want to be able to track and document your performance, whatever the metric. With integrated KPI functionality, as well as real-time-budget displays, your teams will know exactly how they’re doing at all times, as well as where they can improve.

Empowering executives

Whether it’s the CEO, CFO, or any other major shareholder within the business, you want to be able to track and document your performance, whatever the metric. With integrated KPI functionality, as well as real-time-budget displays, your teams will know exactly how they’re doing at all times, as well as where they can improve.

STREAMLINE YOUR FINANCIAL PLANNING AND ANALYSIS

Financial Modeling

Enhance Your Budgeting & More Easily Identify Revenue Acceleration Strategies By Bringing Teams Together

SaaS Insights

Understand Your SaaS Waterfall With Our Easy-to-Use Dashboard

Scale your business by empowering your finance team with Planwhiz