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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

    Zoho Analytics

    Score8.4 out of 10
    Small Businesses (1-50 employees)
    Zoho Analytics is a self-service BI and analytics platform that uncovers patterns, spots emerging trends, tracks business metrics, and detects anomalies. Designed for ease of use, it enables business users to create reports and dashboards independently, without relying on IT.

    $60

    per month 5 users

    Pricing
    PlanfulZoho Analytics
    Editions & Modules
    No answers on this topic
    Standard
    $60
    per month Starts at 5 Users
    Premium
    $145
    per month Starts at 15 Users
    Enterprise
    $575
    per month Starts at 50 Users
    Offerings
    Pricing Offerings
    PlanfulZoho Analytics
    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.There is a 20% discount for all plans if subscribed yearly. Customers can buy add-on rows and users, in addition to the plans listed above.
    More Pricing Information
    Features
    PlanfulZoho Analytics
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Zoho Analytics
    Feature
    Planful
    6.1
    64 Ratings
    21% below category average
    Zoho Analytics
    8.6
    135 Ratings
    5% above category average
    Pixel Perfect reports6.933 Ratings8.8106 Ratings
    Customizable dashboards5.057 Ratings8.5135 Ratings
    Report Formatting Templates6.555 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and Zoho Analytics
    Feature
    Planful
    7.5
    104 Ratings
    3% below category average
    Zoho Analytics
    8.1
    137 Ratings
    1% above category average
    Drill-down analysis8.4103 Ratings8.0131 Ratings
    Formatting capabilities7.0104 Ratings7.6136 Ratings
    Report sharing and collaboration7.197 Ratings8.6137 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and Zoho Analytics
    Feature
    Planful
    7.4
    86 Ratings
    7% below category average
    Zoho Analytics
    8.4
    129 Ratings
    2% above category average
    Publish to Web8.433 Ratings8.2108 Ratings
    Publish to PDF6.477 Ratings8.6127 Ratings
    Report Versioning6.555 Ratings00 Ratings
    Report Delivery Scheduling8.566 Ratings8.4112 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and Zoho Analytics
    Feature
    Planful
    6.1
    51 Ratings
    19% below category average
    Zoho Analytics
    8.0
    84 Ratings
    0% above category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)5.040 Ratings8.280 Ratings
    Location Analytics / Geographic Visualization6.42 Ratings8.572 Ratings
    Predictive Analytics6.044 Ratings7.566 Ratings
    Pattern Recognition and Data Mining7.33 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and Zoho Analytics
    Feature
    Planful
    8.9
    103 Ratings
    6% above category average
    Zoho Analytics
    8.5
    129 Ratings
    0% above category average
    Multi-User Support (named login)8.496 Ratings8.6127 Ratings
    Role-Based Security Model8.894 Ratings8.972 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.595 Ratings8.5122 Ratings
    Report-Level Access Control8.855 Ratings8.030 Ratings
    Single Sign-On (SSO)9.778 Ratings8.574 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and Zoho Analytics
    Feature
    Planful
    2.3
    42 Ratings
    104% below category average
    Zoho Analytics
    6.4
    97 Ratings
    19% below category average
    Responsive Design for Web Access2.540 Ratings7.371 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile2.230 Ratings5.986 Ratings
    Mobile Application00 Ratings4.373 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and Zoho Analytics
    Feature
    Planful
    8.7
    156 Ratings
    8% above category average
    Zoho Analytics
    -
    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 Zoho Analytics
    Feature
    Planful
    8.0
    118 Ratings
    3% above category average
    Zoho Analytics
    -
    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 Zoho Analytics
    Feature
    Planful
    7.6
    152 Ratings
    7% below category average
    Zoho Analytics
    -
    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 Zoho Analytics
    Feature
    Planful
    5.9
    104 Ratings
    24% below category average
    Zoho Analytics
    -
    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 Zoho Analytics
    Feature
    Planful
    8.9
    140 Ratings
    10% above category average
    Zoho Analytics
    -
    Ratings
    Flat file integration9.5105 Ratings00 Ratings
    Excel data integration7.8130 Ratings00 Ratings
    Direct links to 3rd-party data sources9.596 Ratings00 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of Planful and Zoho Analytics
    Feature
    Planful
    -
    Ratings
    Zoho Analytics
    8.3
    65 Ratings
    7% above category average
    REST API00 Ratings8.161 Ratings
    iFrames00 Ratings8.553 Ratings
    Best Alternatives
    PlanfulZoho Analytics
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    IBM Planning Analytics
    Score8.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    Oracle Fusion Cloud Enterprise Performance Management
    Score7.2 out of 10
    Sisense
    Score6.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    PlanfulZoho Analytics
    Likelihood to Recommend
    8.8
    (164 ratings)
    7.2
    (139 ratings)
    Likelihood to Renew
    8.7
    (23 ratings)
    8.9
    (9 ratings)
    Usability
    8.2
    (21 ratings)
    7.8
    (83 ratings)
    Availability
    8.2
    (4 ratings)
    9.1
    (1 ratings)
    Performance
    9.1
    (3 ratings)
    9.1
    (2 ratings)
    Support Rating
    9.0
    (22 ratings)
    5.4
    (18 ratings)
    In-Person Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Online Training
    9.1
    (3 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    5.5
    (3 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    7.7
    (51 ratings)
    Data Sources
    -
    (0 ratings)
    8.8
    (51 ratings)
    Ease of integration
    5.3
    (4 ratings)
    7.3
    (1 ratings)
    Product Scalability
    8.2
    (2 ratings)
    7.2
    (71 ratings)
    Vendor post-sale
    7.4
    (4 ratings)
    7.3
    (1 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    8.2
    (1 ratings)
    User Testimonials
    PlanfulZoho Analytics
    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
    Zoho
    Zoho Analytics is the best way to consume data created by Zoho products . It's robust and quick build formula libraries and auto generated reports. A data source can be integrated and be ready for consumption within minutes. This gives a well developed baseline for organizing to develop advance analytics. It's mobile dashboards are very intuitive and useful for leaders who are on the move.
    Read full review
    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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    Zoho
    • Zoho Analytics’ predictive analytics capabilities can help forecast future trends, allowing for proactive planning and risk management.
    • Performance Monitoring: We can track key performance indicators (KPIs) across departments, such as sales, marketing, finance, and HR. This aids in identifying bottlenecks and areas for improvement.
    • Decision making regarding resource allocation.
    Incentivized
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    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
    Zoho
    • I'm guessing it's out there somewhere but I really could have used a 'quick start guide' or guided start.
    • Once I figured it out, it makes sense how to make sure the right data is provided in order to make dashboards quite flexible--- but without examples, I found it quite a challenge
    • The initial organization of Analytics is NOT intuitive. Once in context, the organizational features make sense, but (at least initially) it would have been most useful if the organization of Analytics reports in Zoho Analytics had saved me a lot of time.
    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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    Zoho
    I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool
    Incentivized
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    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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    Zoho
    For an end user, Zoho Analytics is pretty easy to use and very easy to access the dashboard. Linking data from multiple sources is very convenient. Multiple people can work on preparing and publishing the dashboards simultaneously, which helps delegate tasks.
    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
    Zoho
    ZOHO is a very reliable company/product. We never had any issues with downtime or inaccessibility to our data. Any type of maintenance that they had to perform was clearly communicated and never an issue. We use a lot of external hooks and we've never had any issues with getting ZOHO to communicate with any of those hooks.
    Incentivized
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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.
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    Zoho
    ZOHO has obviously invested a lot of time effort and money in to creating a reliable infrastructure with high availability. We've never had any issues with performance and all of our data crunching small to large has always been well within reason. We have come to appreciate the performance of ZOHO and will continue to use it for all of our data needs.
    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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    Zoho
    The support team is honestly not that great. At times, it seems as if members of our own team know more about the product than the support team. They must not have a lot of training or the turnaround is quick
    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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    Zoho
    No answers on this topic
    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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    Zoho
    No answers on this topic
    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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    Zoho
    If your external data sources are previously organized and correlated (e.g.: in your datawarehouse or database) your implementation will be easier. Of cource some not previously predicted correlation would be necessary to be done during the implementation, but if your organization let it to be all done into Zoho Analytics, it will take more time from your team.
    Incentivized
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    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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    Zoho
    Zoho Analytics has the best UI and user friendly to create reports and dashboard along with features like Zia Assistance that guide in creating reports and dashboard and also help in the forecasting of the data based on the past records.
    Read full review
    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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    Zoho
    As far as I know, Zoho Analytics has been able to fulfill every need we've had for it. Our reports have gotten better and more detailed with pretty much every new issue of our magazine. It just keeps getting better, and we keep feeding it more data to digest and present to us.
    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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    Zoho
    • Analytics has been the foundation of my role. I manage 2000 accounts myself, so I need analytics to help me know whom to serve first.
    • Analytics provides a lot of visualization options that I need to serve my customers.
    • Analytics has excellent options for accountability with our training team to know where each account is in their customer journey.
    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

    Zoho Analytics Screenshots

    Screenshot of some of the available 500+ native integrations that unify data across a business for a holistic analysisScreenshot of the visual data pipeline builder used to create data flows with data stagesScreenshot of where to turn questions into insights with Ask Zia.Screenshot of an example of the actionable insights, powered by Zia insights's key driver analysis.Screenshot of Get instant, at-a-glance insights with dynamic dashboards.Screenshot of the interface to build and deploy ML models with the no-code AutoML platform