Planning Maestro

Planning Maestro Reviews

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Eric Korpalski | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Our company used the Budget Maestro platform since about 2014. Our team utilized the platform heavily for its Analytics Maestro capabilities being able to create custom dashboards for comparison points of actuals against the budget. The visuals we were able to produce were well perceived across our organization and the features made it possible to cascade the results to a high amount of offices with the simple click of a button.
  • Analytics Maestro Platform adds tremendous value.
  • Newer version offering is cloud based which adds value on size constraints.
  • Customer support has always been extremely supportive and timely on responses.
  • Took some time to roll out the cloud-based solution.
  • The older version (not cloud-based) we used took about an hour to refresh after data load.
  • The older version did take some time learning how to use the product to its fullest capabilities.
Personally, I was always very satisfied with the Budget Maestro product and platform. I used Hyperion Essbase in my prior company and felt Analytics Maestro had very similar capabilities and features which made learning the product very easy. The ongoing support has been tremendous and this is an area I find many competitors in the marketplace to have room for improvement.

Planning Maestro Scorecard Summary

What is Planning Maestro?

Planning Maestro offers a way to plan, budget, forecast and report financial performance by enabling finance teams to see into the future, and test the impact of different scenarios, in order to make faster decisions with confidence. Planning Maestro streamlines the entire planning process, delivering sophisticated financial intelligence to empowers users to make faster, more informed decisions, so they can react quickly to market changes, take intelligent risks and capitalize on new opportunities.

Planning Maestro Features

Budgeting, Planning, and Forecasting Features

  • Supported: Long-term financial planning
  • Supported: Financial budgeting
  • Supported: Forecasting
  • Supported: Scenario modeling
  • Supported: Management reporting

Consolidation and Close Features

  • Supported: Financial data consolidation
  • Supported: Local and consolidated reporting

Financial Reporting and Compliance Features

  • Supported: Financial Statement Reporting
  • Supported: Management Reporting
  • Supported: Excel-based Reporting
  • Supported: Automated board and financial reporting

Analytics Features

  • Supported: Personalized dashboards
  • Supported: Cost and profitability analysis
  • Supported: Key Performance Indicator setting

Integration Features

  • Supported: Flat file integration
  • Supported: Excel data integration
  • Supported: Direct links to 3rd-party data sources

BI Standard Reporting Features

  • Supported: Customizable dashboards

Ad-hoc Reporting Features

  • Supported: Drill-down analysis
  • Supported: Formatting capabilities
  • Supported: Predictive modeling
  • Supported: Report sharing and collaboration

Report Output and Scheduling Features

  • Supported: Publish to Web
  • Supported: Publish to PDF
  • Supported: Report Versioning
  • Supported: Report Delivery Scheduling

Data Discovery and Visualization Features

  • Supported: Predictive Analytics

Access Control and Security Features

  • Supported: Multi-User Support (named login)
  • Supported: Role-Based Security Model
  • Supported: Multiple Access Permission Levels (Create, Read, Delete)
  • Supported: Report-Level Access Control
  • Supported: Single Sign-On (SSO)

Planning Maestro Screenshots

Planning Maestro Video

Planning Maestro Downloadables

Planning Maestro Integrations

Planning Maestro Competitors

Planning Maestro Pricing

Planning Maestro Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationNo