Collaborate. Plan. Execute.

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

The benefits

Create plans quickly

Use historical data or start from scratch with information from the vendor to produce detailed plans and forecasts.

Boost collaboration

Teams can work together more effortlessly than ever before to produce clear investment paths and initiatives.

Understand your cash mode

Eliminate guesswork, seamlessly assess revenue outlooks, and plot capital expenditures – all within seconds.

Plan according to historical data

Using your historical data as a benchmark, Planwhiz enables you to plan by account, department, and more! This provides more accurate and helpful planning capabilities than ever before, and removes the need for countless tedious spreadsheets.

Plan based on your run-rate in just minutes

Rather than going through the hassle of inputting every single expense, the majority of your expense planning can be generated using your percentage increase/decrease run rate. This saves you both wasted time and effort, enabling you to focus your energies elsewhere.

Plan based on your run-rate in just minutes

Rather than going through the hassle of inputting every single expense, the majority of your expense planning can be generated using your percentage increase/decrease run rate. This saves you both wasted time and effort, enabling you to focus your energies elsewhere.

Enhanced collaboration

Modern businesses require modern approaches to their investment paths, and a collaborative approach is invariably better than one utilizing different isolated viewpoints. Working together using Planwhiz, teams and heads of departments can model the most impactful initiatives, synergizing the most proactive and value-driven strategies.

Create multiple scenarios

Usually, “what-if” scenarios are a nightmare to set up, limited by version control and the headache of endless spreadsheets. With Planwhiz, however, you can both quickly and easily compare different scenarios to stress-test financial assumptions. In doing so, you’ll better understand future possibilities and business outcomes.

Create multiple scenarios

Usually, “what-if” scenarios are a nightmare to set up, limited by version control and the headache of endless spreadsheets. With Planwhiz, however, you can both quickly and easily compare different scenarios to stress-test financial assumptions. In doing so, you’ll better understand future possibilities and business outcomes.

Develop an intimate understanding of your business’ cash flow model

Gain a more comprehensive overview of your business’ cash-flow model than ever before, with the ability to accurately model and map out increased/decreased revenue streams, changes to headcounts, and capital expenditures, all within just a few seconds.

FINANCIAL ANALYSIS
Transform disparate data points into a point of view.

In finance, working with sheets of data is part of your everyday life. You think in formulas. You communicate in tables, charts, and variances. You eat columns of data for lunch and the numbers you dream about just make sense. For the rest of the company, it’s a different story.

In finance, working with sheets of data is part of your everyday life. You think in formulas. You communicate in tables, charts, and variances. You eat columns of data for lunch and the numbers you dream about just make sense. For the rest of the company, it’s a different story.

analyze
Answer ad hoc questions on the fly
Pull up hundreds of SaaS metrics at the click of a button including complex financial ratios. Easily transform them into charts, graphs, or tables that can be viewed with multiple dimensions.
Out-of-the-box FP&A templates
Combine financial and non-financial metrics
Drill down to explore deeper trends
How Financial Analytics Can Answer 4 Key Strategic Business Questions

UNLOCK BETTER FINANCIAL MODELING, HERE!

Financial Analytics

Real-Time Financial Reporting When and Where you Need it

SaaS Insights

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

Scale your business by empowering your finance team with Planwhiz