Catalyst, by EBM Software vs. Planful

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Catalyst, by EBM Software
Score 7.8 out of 10
N/A
Catalyst from EBM Software in Minneapolis is a cloud-based business performance application suite, designed to provide an environment and workflow for understanding business profitability.N/A
Planful
Score 8.4 out of 10
Enterprise companies (1,001+ employees)
Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A
Pricing
Catalyst, by EBM SoftwarePlanful
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Catalyst, by EBM SoftwarePlanful
Free Trial
YesNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
YesYes
Entry-level Setup FeeOptionalNo setup fee
Additional DetailsFlexible and tiered pricing structures available - monthly, 1-3-5- contracts, and more
More Pricing Information
Community Pulse
Catalyst, by EBM SoftwarePlanful
Top Pros
Top Cons
Features
Catalyst, by EBM SoftwarePlanful
BI Standard Reporting
Comparison of BI Standard Reporting features of Product A and Product B
Catalyst, by EBM Software
7.1
2 Ratings
16% below category average
Planful
7.8
32 Ratings
7% below category average
Customizable dashboards7.12 Ratings7.428 Ratings
Report Formatting Templates7.12 Ratings7.726 Ratings
Pixel Perfect reports00 Ratings8.414 Ratings
Ad-hoc Reporting
Comparison of Ad-hoc Reporting features of Product A and Product B
Catalyst, by EBM Software
7.7
2 Ratings
8% below category average
Planful
7.9
59 Ratings
6% below category average
Drill-down analysis7.12 Ratings8.657 Ratings
Formatting capabilities8.02 Ratings7.358 Ratings
Report sharing and collaboration8.02 Ratings7.854 Ratings
Report Output and Scheduling
Comparison of Report Output and Scheduling features of Product A and Product B
Catalyst, by EBM Software
8.0
2 Ratings
2% below category average
Planful
7.6
47 Ratings
7% below category average
Publish to PDF7.92 Ratings7.943 Ratings
Report Delivery Scheduling8.01 Ratings9.230 Ratings
Publish to Web00 Ratings7.112 Ratings
Report Versioning00 Ratings6.227 Ratings
Data Discovery and Visualization
Comparison of Data Discovery and Visualization features of Product A and Product B
Catalyst, by EBM Software
7.7
1 Ratings
1% below category average
Planful
6.4
22 Ratings
19% below category average
Pre-built visualization formats (heatmaps, scatter plots etc.)8.01 Ratings6.315 Ratings
Location Analytics / Geographic Visualization7.01 Ratings00 Ratings
Predictive Analytics8.01 Ratings6.618 Ratings
Access Control and Security
Comparison of Access Control and Security features of Product A and Product B
Catalyst, by EBM Software
8.0
2 Ratings
9% below category average
Planful
9.0
58 Ratings
2% above category average
Multi-User Support (named login)8.02 Ratings9.652 Ratings
Role-Based Security Model8.02 Ratings8.850 Ratings
Multiple Access Permission Levels (Create, Read, Delete)8.02 Ratings8.851 Ratings
Report-Level Access Control00 Ratings8.09 Ratings
Single Sign-On (SSO)00 Ratings9.943 Ratings
Mobile Capabilities
Comparison of Mobile Capabilities features of Product A and Product B
Catalyst, by EBM Software
8.0
2 Ratings
1% above category average
Planful
7.5
25 Ratings
5% below category average
Responsive Design for Web Access8.02 Ratings7.523 Ratings
Dashboard / Report / Visualization Interactivity on Mobile8.02 Ratings7.515 Ratings
Budgeting, Planning, and Forecasting
Comparison of Budgeting, Planning, and Forecasting features of Product A and Product B
Catalyst, by EBM Software
8.0
2 Ratings
4% below category average
Planful
8.7
106 Ratings
4% above category average
Long-term financial planning7.01 Ratings8.793 Ratings
Financial budgeting8.01 Ratings9.0105 Ratings
Forecasting8.01 Ratings8.798 Ratings
Scenario modeling8.01 Ratings8.085 Ratings
Management reporting8.92 Ratings9.1102 Ratings
Consolidation and Close
Comparison of Consolidation and Close features of Product A and Product B
Catalyst, by EBM Software
7.2
1 Ratings
12% below category average
Planful
7.7
79 Ratings
5% below category average
Financial data consolidation9.01 Ratings9.671 Ratings
Journal entries and reports8.01 Ratings8.554 Ratings
Multi-currency management6.01 Ratings8.047 Ratings
Intercompany Eliminations5.01 Ratings7.646 Ratings
Minority Ownership7.01 Ratings4.723 Ratings
Local and consolidated reporting8.01 Ratings7.657 Ratings
Detailed Audit Trails00 Ratings7.956 Ratings
Financial Reporting and Compliance
Comparison of Financial Reporting and Compliance features of Product A and Product B
Catalyst, by EBM Software
8.0
1 Ratings
3% below category average
Planful
8.1
106 Ratings
2% below category average
Financial Statement Reporting8.01 Ratings8.589 Ratings
Management Reporting9.01 Ratings9.299 Ratings
Excel-based Reporting7.01 Ratings8.398 Ratings
Automated board and financial reporting8.01 Ratings7.672 Ratings
XBRL support for regulatory filing00 Ratings7.13 Ratings
Analytics and Reporting
Comparison of Analytics and Reporting features of Product A and Product B
Catalyst, by EBM Software
7.2
2 Ratings
11% below category average
Planful
7.2
61 Ratings
11% below category average
Personalized dashboards7.12 Ratings7.553 Ratings
Color-coded scorecards6.01 Ratings7.231 Ratings
KPIs7.01 Ratings8.540 Ratings
Cost and profitability analysis8.01 Ratings9.341 Ratings
Key Performance Indicator setting8.01 Ratings7.431 Ratings
Benchmarking with external data7.01 Ratings3.18 Ratings
Integration
Comparison of Integration features of Product A and Product B
Catalyst, by EBM Software
7.4
2 Ratings
13% below category average
Planful
7.8
97 Ratings
7% below category average
Flat file integration8.01 Ratings9.669 Ratings
Excel data integration7.12 Ratings7.889 Ratings
Direct links to 3rd-party data sources7.12 Ratings6.064 Ratings
Best Alternatives
Catalyst, by EBM SoftwarePlanful
Small Businesses
IBM Planning Analytics
IBM Planning Analytics
Score 8.2 out of 10
IBM Planning Analytics
IBM Planning Analytics
Score 8.2 out of 10
Medium-sized Companies
Cube
Cube
Score 9.0 out of 10
Cube
Cube
Score 9.0 out of 10
Enterprises
Anaplan
Anaplan
Score 8.7 out of 10
Anaplan
Anaplan
Score 8.7 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Catalyst, by EBM SoftwarePlanful
Likelihood to Recommend
7.9
(2 ratings)
8.7
(115 ratings)
Likelihood to Renew
-
(0 ratings)
8.4
(17 ratings)
Usability
8.8
(2 ratings)
8.2
(17 ratings)
Availability
-
(0 ratings)
8.2
(4 ratings)
Performance
-
(0 ratings)
7.7
(2 ratings)
Support Rating
7.8
(2 ratings)
7.8
(18 ratings)
In-Person Training
-
(0 ratings)
6.4
(2 ratings)
Online Training
-
(0 ratings)
8.2
(1 ratings)
Implementation Rating
-
(0 ratings)
2.3
(7 ratings)
Configurability
-
(0 ratings)
8.2
(2 ratings)
Ease of integration
-
(0 ratings)
5.5
(1 ratings)
Product Scalability
-
(0 ratings)
8.2
(2 ratings)
Vendor post-sale
-
(0 ratings)
7.8
(3 ratings)
Vendor pre-sale
-
(0 ratings)
9.1
(1 ratings)
User Testimonials
Catalyst, by EBM SoftwarePlanful
Likelihood to Recommend
EBM Software
[Catalyst, by EBM Software] is well suited to track invoices from vendors to get them paid on time to avoid late fees. [Catalyst, by EBM Software] is less appropriate when paying vendor because that is not a function they currently have. If the system was an all in one system that could track and pay your invoices it would be an amazing software.
Read full review
Planful
Planful makes it very easy to roll forward forecasts and conduct scenario analyses. I'm also a big fan of their reporting and how easy it is to distribute a report burst to satisfy all the needs and questions of our SLT. Lastly, their latest developments in the AI space make it easy to quickly identify outlier projections.
Read full review
Pros
EBM Software
  • The GUI is easy to navigate on the iPad mini, which we use for charting.
  • The options are simple so there is very little room for mistakes.
  • Charting is easy and the setup allows for necessary fields that must be completed so charting stays uniform.
Read full review
Planful
  • Creating forecasts for the month, quarter, and year
  • Creating new variables by using variables pre-defined and that are new in the system
  • Having a very simple setup in the reports section - not straying away from the old Excel model which most people are used to. I can speak for a lot of people when I say that tools that look new can easily be frightening! 😅
Read full review
Cons
EBM Software
  • The browser closes unexpectedly at times when refreshing the page and you get logged out
  • The incorrect vendor is chosen by Catalyst a few times
  • The Catalyst file is occasionally not placed on time in the folder
Read full review
Planful
  • Multiple currency calculations/ consolidations support IFRS accounting
  • Ability to inactivate old data dimensions
  • Reporting - Need ability to expand all/collapse all lines easily
  • Reporting - Formula exceptions added to a report do not update when information is revised.
  • Automatic Sandbox refreshes initiated by Planful - When Planful does an automatic refresh of the sandbox environment, it copies any Boomi/integration connections.
  • Limited to 8 data dimensions in core application
  • Add more API connectors to make data integration easier
  • ability to transfer sandbox tests to production environment
Read full review
Likelihood to Renew
EBM Software
No answers on this topic
Planful
Our new Comptroller understands the value of Planful, and we plan to utilize it further in the organization to enhance external reporting. Strangely enough, Planful had not previously been embraced by the former CFO, who argued that we were running two sets of books (of course, we were not). Fortunately, the before mentioned reconciliation of EBITDA to Net Income demonstrated that to the banks.
Read full review
Usability
EBM Software
Well.... when it works... it's good. When it doesn't it is very frustrating for our staff.
Read full review
Planful
Planful is very easy to use for end users. The budget templates can be customized to meet the business needs. They just released business user experience functionality which you to take a complicated budget template and filter it down to meet departmental needs to avoid sending more lines than needed
Read full review
Reliability and Availability
EBM Software
No answers on this topic
Planful
I only give a 9 rating rather than a 10 rating because it seems that every day around 2pm we see a slowdown in the use of Planful. I have requested our internal IT department verify that it is not an internal issue and have been assured it is the tool. We have not yet reached out to Planful to do extensive research to solve this issue.
Read full review
Performance
EBM Software
No answers on this topic
Planful
Again, the system is very reliable and, for the most part, runs very quick and smooth. When running larger queries, it does take some time, and during budgeting season our users experienced slower loading times, but nothing that raises concerns outside of normal network issues. Occasionally, as with any software we use, it will crash and you have to restart, but that does not happen very often.
Read full review
Support Rating
EBM Software
The support for Catalyst is great and they are usually within the 48 hour response time. There could be a little quicker upload time for invoices that are submitted. They usually show up until the next day on the system and sometimes gives us a stress on time. Overall, the support is quite good
Read full review
Planful
Sometimes we get great help when using Planful's support team and other times we don't. In particular, there is one person that often responds to our support tickets who is less than helpful, hence the reason for the 5 out of 10 rating. As a result, most of the time we reach out to our Planful consulting group as they provide faster and better support
Read full review
In-Person Training
EBM Software
No answers on this topic
Planful
We got little training on the tool after implementation. Did a lot of "trial by fire" learning about Planful. I don't think RSM really provided us all the details we needed to understand the tool and to know what we needed to train on. I don't know we knew enough about the tool to even ask the right questions and then they left and we used Planful support a lot.
Read full review
Online Training
EBM Software
No answers on this topic
Planful
A few years ago I participated in a lot of their online learning. Their references have grown over the years and continue to get better and better. We use it throughout the year to update the information we hold internally for documentation and to educate ourselves on all of the new release notes and features within Planful.
Read full review
Implementation Rating
EBM Software
No answers on this topic
Planful
After going through the initial implementation with Host Analytics and a re-implementation with Cervello (due to an ERP change, not due to a poor initial implementation), I've learned that you really must rely on your internal staff to bear most of the implementation burden. Use the vendor or partners for ideas and best-practice suggestions, and some of the easy-but-time-consuming work. Since you will ultimately be using and maintaining the application, you should be able to do most of it yourself.
Read full review
Alternatives Considered
EBM Software
[Catalyst, by EBM Software] is a very easy system to use and is very user friendly. It gives you different ways of researching an invoice and not just one. Catalyst also helps to allow us to research an invoice within seconds and eliminates a lengthy and confusing process. It is a great software for first time users to learn quickly and efficiently.
Read full review
Planful
Planful seems to do a better job of pulling things in a format that is more understandable to an accounting-minded person, whereas the other platforms seem more focused on operations. From a detail perspective, Planful provides more powerful and complete data, in my experience. When using a platform for financial planning and budgeting, the details are critical and the ability to match the GL structure and pull full P&L data has been a big improvement from Qlik, which we used previously.
Read full review
Scalability
EBM Software
No answers on this topic
Planful
I give this rating simply because I have first-hand knowledge of the scalability of Planful when working across departments in our company that use different financial systems. We have one team on InEight and another using SAP. When we implemented it, we only customized the system to accommodate one of these financial platforms, but when we considered expanding the use of Planful to other departments, we were able to make the necessary adjustments to accommodate our needs.
Read full review
Return on Investment
EBM Software
  • Catalyst is better than pencil and paper data analysis. But the app can be very frustrating when it's not working the way it did last week.
  • The GUI is very simple. Sometimes too simple, like there is no way to go back in and edit SOAP note options.
  • New feature roll-outs are mandatory. I understand that no one would opt in to being the guinea pig, but it would be nice if you weren't the first user to try it.
  • The integration with billing software has streamlined the billing notes and saved us money over having two separate systems.
Read full review
Planful
  • We have saved a large amount of time on reports that we previously manually compiled in Excel via MS Dynamics. Planful was linked to Dynamics through automatically scheduled DLR's, reports were created, and now our manual processes are as simple as accessing and refreshing a report.
  • Dashboards have improved our budgeting process specifically with our production leaders as they can visualize their P&L's, their current actuals, current budget, and see where they are forecasting with their proposed budget for the next year
  • With the use of templates, structured planning, and the Simulation Engine, it has added a lot of value and automation to our annual budget process, allowing for plug-and-play type data loading and viewing various scenarios easily
Read full review
ScreenShots

Planful Screenshots

Screenshot of Planful Planform DashboardScreenshot of Planful for FinanceScreenshot of Planful for MarketingScreenshot of ReportsScreenshot of Capacity Planning TemplateScreenshot of Integrations