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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planful

    Score8.4 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

    Wrike

    Score8.5 out of 10
    Mid-Size Companies (51-1,000 employees)
    Wrike is a project management and collaboration software. This solution connects tasks, discussions, and emails to the user’s project plan. Wrike is optimized for agile workflows and aims to help resolve data silos, poor visibility into work status, and missed deadlines and project failures.

    $240

    per year 2 users (minimum)

    Pricing
    PlanfulWrike
    Editions & Modules
    No answers on this topic
    Wrike Free
    $0
    per month per user
    Wrike Team
    $10
    per month (billed annually) per user (2-15 users)
    Wrike Business
    $25
    per month (billed annually) per user (5-200 users)
    Apex
    Request a quote
    per month per user
    Pinnacle
    Request a quote
    per month per user
    Offerings
    Pricing Offerings
    PlanfulWrike
    Free Trial
    NoYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional DetailsPricing is highly dependent on the complexity and scope of the implementation.Every premium plan begins with a 14-day trial period.
    More Pricing Information
    Features
    PlanfulWrike
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Wrike
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    Wrike
    -
    Ratings
    Pixel Perfect reports6.933 Ratings00 Ratings
    Customizable dashboards5.057 Ratings00 Ratings
    Report Formatting Templates6.555 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and Wrike
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    Wrike
    -
    Ratings
    Drill-down analysis8.4103 Ratings00 Ratings
    Formatting capabilities7.0104 Ratings00 Ratings
    Report sharing and collaboration7.197 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and Wrike
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    Wrike
    -
    Ratings
    Publish to Web8.433 Ratings00 Ratings
    Publish to PDF6.477 Ratings00 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and Wrike
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    Wrike
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings00 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings00 Ratings
    Predictive Analytics6.044 Ratings00 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and Wrike
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    Wrike
    -
    Ratings
    Multi-User Support (named login)8.496 Ratings00 Ratings
    Role-Based Security Model8.894 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings00 Ratings
    Report-Level Access Control8.855 Ratings00 Ratings
    Single Sign-On (SSO)9.778 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and Wrike
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    Wrike
    -
    Ratings
    Responsive Design for Web Access2.540 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and Wrike
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    Wrike
    -
    Ratings
    Long-term financial planning8.7139 Ratings00 Ratings
    Financial budgeting9.0155 Ratings00 Ratings
    Forecasting9.0146 Ratings00 Ratings
    Scenario modeling7.8131 Ratings00 Ratings
    Management reporting9.0149 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and Wrike
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    Wrike
    -
    Ratings
    Financial data consolidation9.3107 Ratings00 Ratings
    Journal entries and reports7.886 Ratings00 Ratings
    Multi-currency management7.470 Ratings00 Ratings
    Intercompany Eliminations7.773 Ratings00 Ratings
    Minority Ownership6.939 Ratings00 Ratings
    Local and consolidated reporting7.789 Ratings00 Ratings
    Detailed Audit Trails9.187 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and Wrike
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    Wrike
    -
    Ratings
    Financial Statement Reporting8.8133 Ratings00 Ratings
    Management Reporting8.8143 Ratings00 Ratings
    Excel-based Reporting7.0141 Ratings00 Ratings
    Automated board and financial reporting6.5114 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and Wrike
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    Wrike
    -
    Ratings
    Personalized dashboards5.191 Ratings00 Ratings
    Color-coded scorecards2.555 Ratings00 Ratings
    KPIs7.476 Ratings00 Ratings
    Cost and profitability analysis6.975 Ratings00 Ratings
    Key Performance Indicator setting6.963 Ratings00 Ratings
    Benchmarking with external data6.410 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and Wrike
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    Wrike
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Project Management
    Comparison of Project Management features of Planful and Wrike
    Feature
    Planful
    -
    Ratings
    Wrike
    7.8
    969 Ratings
    2% above category average
    Task Management00 Ratings9.1963 Ratings
    Resource Management00 Ratings7.6832 Ratings
    Gantt Charts00 Ratings7.3683 Ratings
    Scheduling00 Ratings8.3845 Ratings
    Workflow Automation00 Ratings8.0836 Ratings
    Team Collaboration00 Ratings8.8963 Ratings
    Support for Agile Methodology00 Ratings7.9544 Ratings
    Support for Waterfall Methodology00 Ratings8.0492 Ratings
    Document Management00 Ratings7.5815 Ratings
    Email integration00 Ratings7.8730 Ratings
    Mobile Access00 Ratings7.4706 Ratings
    Timesheet Tracking00 Ratings7.5459 Ratings
    Change request and Case Management00 Ratings7.723 Ratings
    Budget and Expense Management00 Ratings6.8354 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of Planful and Wrike
    Feature
    Planful
    -
    Ratings
    Wrike
    7.3
    363 Ratings
    5% below category average
    Quotes/estimates00 Ratings8.21 Ratings
    Invoicing00 Ratings6.628 Ratings
    Project & financial reporting00 Ratings7.5358 Ratings
    Integration with accounting software00 Ratings6.9220 Ratings
    Best Alternatives
    PlanfulWrike
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulWrike
    Likelihood to Recommend
    8.8
    (164 ratings)
    8.4
    (1004 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    8.5
    (109 ratings)
    Usability
    8.2
    (21 ratings)
    8.4
    (340 ratings)
    Availability
    8.2
    (4 ratings)
    8.3
    (24 ratings)
    Performance
    9.1
    (3 ratings)
    6.6
    (21 ratings)
    Support Rating
    9.0
    (22 ratings)
    9.5
    (93 ratings)
    In-Person Training
    9.1
    (3 ratings)
    8.2
    (5 ratings)
    Online Training
    9.1
    (3 ratings)
    8.3
    (13 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    9.9
    (37 ratings)
    Configurability
    8.2
    (2 ratings)
    8.0
    (16 ratings)
    Contract Terms and Pricing Model
    -
    (0 ratings)
    8.4
    (5 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.3
    (4 ratings)
    7.0
    (7 ratings)
    Product Scalability
    8.2
    (2 ratings)
    8.2
    (15 ratings)
    Professional Services
    -
    (0 ratings)
    9.1
    (4 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    9.1
    (8 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    7.7
    (9 ratings)
    User Testimonials
    PlanfulWrike
    Likelihood to Recommend
    Planful
    Planful is initially easy to setup and if a company is already using a mid layer to transform and standardise GL data, management reports can be set up in days, not weeks or months. Budgeting template setup does get some getting used to but the training provided by Planful is sufficient to get going and learn along the way. Building custom reports is straightforward and the interface is user-friendly, therefore the accounting team can get going without the need for technical specialists getting involved. Budget and forecasting is flexible and drivers of revenue and cost can be created in Planful and customised by Unit or Geography.
    Read full review
    Wrike
    Wrike helped us stitch PMO-related activities under one umbrella. The easy collaboration with multiple access types, combined with security access definitions, helped users across the organization contribute according to their roles. This helped provide the organization with multiple items to be reviewed in a single tool. This saved time in weekly review meetings by avoiding switching between multiple tools & files.
    Incentivized
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    Pros
    Planful
    • It aggregates data from different sources well, allowing me to report on a wide variety of metrics that interrelate.
    • I can build detailed reports so that my monthly and weekly reporting is done more efficiently
    • I like the tools that I am using to create dedicated models for forecasting and budgeting purposes
    Incentivized
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    Wrike
    • Excellent dashboards that are easy to use and give amazing insights.
    • User friendly interface that is also easy to interact with.
    • Lot of integrations.
    • Robust project and task management features.
    • Facilitate seamless team collaboration and communication.
    • Highly customizable and multiple project views.
    Read full review
    Cons
    Planful
    • Dashboarding could be more flexible and easier to use.
    • Dynamic Reporting has room for flexibility with nesting, dimension names showing up instead of “All,” and overall flexibility.
    • Make Analyze view in Spotlight more intuitive.
    • A high-level onboarding guide to understanding the different components of Planful, data flows, and tips & tricks.
    Incentivized
    Read full review
    Wrike
    • Email alerts sometimes send too slowly.
    • If you put a project on hold, it can be hard to find it once you are ready to return to it.
    • Sometimes there are too many steps/tasks and the main page can get cluttered.
    Incentivized
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    Likelihood to Renew
    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.
    Incentivized
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    Wrike
    I wish that Wrike had more drag and drop functionality that would be connected to assignee and also I wish that the finish date of a task would update to the date where you checked completed. It does not do that. Also finishing a task doesn't move the start date of the next task it "protects your time in that way", but our management team wants us to quickly see what we have down the pipeline rather than having to scroll down the list of upcoming tasks.
    Incentivized
    Read full review
    Usability
    Planful
    The tool is extremely adaptable, and it enables very quick querying to give us opportunity to gain live insights into the business. Given its adaptability, we are also able to create scenario analyses very quickly in rapidly changing environments. The formatting also enables us to provide this information in a very consumable manner.
    Incentivized
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    Wrike
    We have project templates set up based on what job type is selected in our work request form. This helps save time by having specific tasks already on each job as it is opened. Then it's just a matter of scheduling the tasks based on the job request and current workload. As long as a due date is flexible, it's easy to shift specific due dates as needed.
    Incentivized
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    Reliability and Availability
    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
    Wrike
    Over two years of (almost) daily usage without outages. Don't remember any errors. I give it 9 only because some Wrike plugins (for online document edit) are based on NPAPI architecture. These types of plugins are being phased out in new browsers, and NPAPI plugins are disabled by default in recent versions of Chrome so you have to do some browser adjustments when you switch browsers or move to another computer.
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    Performance
    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
    Wrike
    Wrike tasks loads fine, but I hate clicking files and wait for a bit of time since it is powerpoint or word, Wrike assumes I want to open those on Wrike. My suggestion is to link it to office 365 so we do not need Wrike based decoder for PPTX and DOCX
    Incentivized
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    Support Rating
    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
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    Wrike
    During my learning phase with Wrike, I initially struggled with setting up automation rules and request forms. However, Wrike support was always my go-to, resolving issues within seconds or minutes. Their assistance made the learning process much easier. My best experience was receiving step-by-step screenshots to follow, with the support team on standby until I was completely satisfied.
    Incentivized
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    In-Person Training
    Planful
    My team has attended training offered several times before/during the Planful Perform conference. This training has been extremely useful and we always learn something we didn't know prior to the training. The trainers are always very knowledgeable and more than willing to help each and every user after the training with specific questions regarding their environment. Planful also offers training and certifications on their training hub. I have completed a couple of the certifications. The courses are easy to follow along with and very informative. Additionally, Planful schedules webinars pretty regularly. They'll email their customers and allow you to register to participate live. They also record these sessions so you can refer back to them at a later date or if you are unable to attend at the time the webinar is offered, you can register anyway and get access to the recording. Their training has improved year over year!
    Incentivized
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    Wrike
    We had staff in person provide some training
    Incentivized
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    Online Training
    Planful
    Planful provides a lot of online training support. There's so many options for training. Admin Learning Courses, User Learning Courses. Plus they have several webinars devoted to the tool and the new features they release. New Releases can be practiced in a Sandbox Environment prior to going live in Production
    Incentivized
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    Wrike
    I love the Wrike training options. Wrike Discover has tons of courses, learning plans, certifications, etc. This is an area where Wrike definitely shines! I wish these resources were more in your face for new people, because it seems like a lot of coworkers didn't know all of this training was available to them.
    Incentivized
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    Implementation Rating
    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.
    Incentivized
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    Wrike
    There are a lot of bells and whistles in Wrike, and not all of it is easy or intuitive to understand once it's plopped in your lap. It's easier when there are a few choice people who understand Wrike as a platform and articulate it in such a way where it makes it easy to pass it along to others in the group
    Read full review
    Alternatives Considered
    Planful
    Prior to joining the company, we tried to implement Vena but were unsuccessful. There we're a few reasons it didn't work out, but a lot of it related to the implementation team they provided. In just the first week with Planful, we achieved more progress than we did in several months with Vena.
    Incentivized
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    Wrike
    Jira did not at all help us get our work done as content creators. I think that was because Jira wasn't quite right for our uses. Wrike fits our needs so much better. I can't tell you enough the relief I felt when we adopted Wrike and I never had to use Jira again.
    Incentivized
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    Contract Terms and Pricing Model
    Planful
    No answers on this topic
    Wrike
    company purchase
    Incentivized
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    Scalability
    Planful
    From our experience, Planful is only used in 2 overhead departments in our organization. We easily added another overhead department, but they decided against using Planful for their workforce and financial planning. Removing them from our environment was extremely easy.
    Incentivized
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    Wrike
    The sky is the limit for what can be done in Wrike. We started with 1 use case and within 5 months we migrated several key business practices over to Wrike because they were easier to manage. Use cases so far: process improvement, management review, corrective actions, maintenance requests, month-end financial closing, and document management. As we grow, it's easy to imagine putting even more into Wrike where it becomes a cornerstone for how we do business
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    Professional Services
    Planful
    No answers on this topic
    Wrike
    I do not use professional services.
    Incentivized
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    Return on Investment
    Planful
    • Has allowed users to view a real-time P&L in a way they weren't able to do with Qlik.
    • Budget to Actual analysis has become much more streamlined and actionable
    • Long-range plan process has been significantly streamlined and a lot of time has been cut out of the process.
    Incentivized
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    Wrike
    • Different teams (e.g., contracting, compliance, provider relations) can view updates in real time, comment directly on tasks, and escalate items when needed.
    • Wrike allows us to template the contracting process (from intake to signature) to ensure consistency across payers and reduce administrative overhead.
    • Leadership can see the status of negotiations at a glance, identify bottlenecks, and prioritize resources accordingly.
    Incentivized
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    ScreenShots

    Planful Screenshots

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

    Wrike Screenshots

    Screenshot of DashboardsScreenshot of DashboardsScreenshot of DashboardsScreenshot of DashboardsScreenshot of Space workflowsScreenshot of Space workflows