PlanGuru vs. Solver

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

We have multiple departments where they use different sources and application to reports. Solver provided us with this solution in forms of Web portal reporting, which can be accessed across the Whole company, which reduces the number of reports significantly and uniformity. One reporting application through a single source. Our budgeting process is unique last year we had many account executives shuffled, which made very complex for us to reassign accounts and budget for their sales. with complex Budgeting templates, it was not easy anyway. We had to rework our template through 4 revisions

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Ability to combine different information into one report.
• Report building is similar to excel, which makes for easier use.
• Current information is always pulled.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Can be a bit complicated for new users.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Real-time data for reporting is not available when you get it from the warehouse.
• Not compatible with Google Chrome.
• Lack of version and source control for reports on the Web portal.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Great tool for projections and forecasting.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

Since more employees other than accounting employees will be using BI360, it is more user friendly than other report builders.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• BI360 has made getting information to management much easier.
• BI360 makes compiling information to make reports much easier.
• Since BI360 is capable of so many reports, our company uses it for more than financial purposes.

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info