Planwhiz

Planwhiz is a financial planning and analysis software that aims to streamline the budgeting process, provide real-time financial insights, and assist businesses in understanding their SaaS metrics. It is marketed as suitable for companies of all sizes, ranging from small startups to large enterprises. According to the vendor, Planwhiz is utilized by finance professionals, controllers, CFOs, accounting professionals, financial analysts, SaaS companies, technology companies, startups, and professional services firms.

Key Features

Expense&Headcount Variance Analysis: Planwhiz allows users to analyze expense and headcount variances by comparing actual amounts with budgeted or forecasted figures. This feature helps identify discrepancies and provides insights into the underlying reasons.

ARR/MRR Insights: Planwhiz provides insights into Annual Recurring Revenue (ARR) and Monthly Recurring Revenue (MRR). Users can track and analyze their recurring revenue streams, gain a better understanding of trends, and make informed decisions based on the provided insights.

ARR/MRR Waterfall: With the ARR/MRR Waterfall feature, users can visualize the breakdown of their ARR/MRR by different dimensions such as customer, product, or region. This visualization helps identify revenue sources and understand the impact of various factors on overall revenue.

Cash Dashboard: Planwhiz offers a real-time cash dashboard that allows users to monitor their cash position, track inflows and outflows, and optimize cash management by making data-driven decisions.

Expense Input: Planwhiz provides an easy-to-use expense input template, simplifying the process of budgeting and forecasting expenses and enhancing accuracy and efficiency.

Role-Based Access Control with Approval Workflow: Planwhiz offers role-based access control, enabling users to define different levels of access for various roles within the organization. The software also provides an approval workflow feature, facilitating a structured process for reviewing and approving financial plans and budgets.

Custom Dashboards and Reports: Planwhiz allows users to create customized dashboards and reports tailored to their specific needs, providing flexibility and customization options for financial reporting.

Streamline Planning: Planwhiz streamlines the planning process with its user-friendly interface and automated features. Users can collaborate effectively, create accurate plans and forecasts, and adapt to changing conditions through flexible financial planning.

Single Source of Truth: Planwhiz acts as a single source of truth by integrating accounting, HR, and spreadsheet data. This integration provides detailed information on the source of each budgeting item, ensuring consistency and accuracy in financial planning.

Real-Time Insights: Planwhiz offers pre-built reports such as P&L statements, cash flow statements, and SaaS metrics, providing real-time insights and analysis for various scenarios, empowering users to make data-driven decisions.