Float Cash Flow vs. Bizview vs. PlanGuru

Float is great for a startup/small (< 20 employee companies) that have limited resources for keeping an eye on cash flow. Yes, you could hire a contractor CFO, but it would simply be less expensive to use Float and educate yourself a bit about cash flow. For larger companies I feel like you would have a dedicated financial controller or CFO that may already have tools they are familiar with, but this service might also still be useful.

Incentivized

My favorite part is using if for analytical review reports, especially budget to actual reviews. I can make changes to the GL based on issues found during the review and the report updates immediately without having to update, re-key, verify changes, etc. I know it is going to be updated and correct every time.

I suggest becoming fully familiar with the program before first time use as it can become costly and a charge off to a client would not be practical.

Incentivized

• Cash flow management.
• Forecasting out how much you can spend.
• Quickbooks integration.

Incentivized

• Once a worksheet has been created, you can change a single cell and update the entire report. This makes it much easier than recreating a report every time you start.
• It draws data directly from our database that can be filtered down in various ways. This allows us to get the data that we really need quicker.

Incentivized

• Allows for several different scenarios for the same company
• Modification in specifications alterable
• Allows for changes at any level with several criteria.

Incentivized

• Quickbooks integration could be improved to automatically include recurring transactions.
• Pricing is a little steep for smaller businesses.

Incentivized

• Access to comprehensive training for new users is lacking. While the pay-based BizNet University has some useful videos it doesn't allow for other learning styles.
• Having to create a separate OCBC data source and linked server for each arm of business opened is sometimes a hassle.

• Can be a bit complicated for new users.

Incentivized

Lack of communication from BizNet on new policies with the resellers, changes in the policies that affect the client aren't positive in my opinion

Incentivized

It hasn't really been a viable program for our office.

Incentivized

The simplicity by which complex data can be captured.

I found the tech support at the other end was willing to say he was not sure and it actually helped us both to work through a problem.

We went pretty seamlessly into BizNet, but could have had lots of trouble if the professional service was not aware of our set up and use.

Great tool for projections and forecasting.

Incentivized

FRX - Great Plains Report Writer - These do produce financial reports but are much more tedious to set up. BizNet is much more flexible and easier to use. The functionality is an Excel add-on which allows us to use the powerful functionality of Excel as well as Biznet's functionality to do data retrieval from Sage 100 general ledger.

Incentivized

We contacted PlanGuru for a low-cost module initially for use on a particular client. It has been used several times since by my department for projections. It's fairly adaptable with our QuickBooks business clients.

Incentivized

• We've had a positive ROI since we're able to take bigger risks now that we understand how much cash will be in our account on what day.
• We are able to make adjustments to our contractors and services to grow our business faster.

Incentivized

• BizNet continues to pay for itself.
• I am sure we haven't even learned to use half of what it is capable of and their customer service is top notch.
• I would say that BizNet continues to have a positive impact on our entire financial portion of our business.

Incentivized

• There hasn't really been much use of this product for some time.

Incentivized