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Planning is much better with Board
Updated December 14, 2023

Planning is much better with Board

Ellen Caroline Murphy Dixon | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

Board is being used as a tool for control, reporting, and planning in the finance and accounting department to improve all of our planning. Board is a tool that manages to improve our workflow with robust data monitoring. The reports are very intuitive and easy to read, which facilitates our performance.
  • Easy to read reports
  • Improves workflow and planning
  • Optimal integration for any scenario
  • Reliable data processing.
  • PDF export is not the fastest
  • Slow tech support response time
  • Time optimization saves money
  • Planning is improved thanks to Board
  • Reports are easy to read

Do you think Board delivers good value for the price?

Yes

Are you happy with Board's feature set?

Yes

Did Board live up to sales and marketing promises?

Yes

Did implementation of Board go as expected?

Yes

Would you buy Board again?

Yes

This tool is the most appropriate for the finance department of any company; it is the one that manages to improve planning, control, and, in general, all aspects related to finances. Board is a highly recommended solution. It has to improve some aspects such as PDF export, but without a doubt I recommend it because it is the ideal tool for our department.

Board Feature Ratings

9.8
Long-term financial planning
10
Financial budgeting
10
Forecasting
9
Scenario modeling
10
Management reporting
10
9.9
Financial data consolidation
10
Journal entries and reports
10
Multi-currency management
10
Intercompany Eliminations
10
Minority Ownership
10
Local and consolidated reporting
9
Detailed Audit Trails
10
10.0
Financial Statement Reporting
10
Management Reporting
10
Excel-based Reporting
10
Automated board and financial reporting
10
XBRL support for regulatory filing
10
9.8
Personalized dashboards
10
Color-coded scorecards
10
KPIs
10
Cost and profitability analysis
10
Key Performance Indicator setting
10
Benchmarking with external data
9
9.0
Flat file integration
9
Excel data integration
9
Direct links to 3rd-party data sources
9
9.7
Pixel Perfect reports
9
Customizable dashboards
10
Report Formatting Templates
10
10.0
Drill-down analysis
10
Formatting capabilities
10
Integration with R or other statistical packages
10
Report sharing and collaboration
10
9.5
Publish to Web
10
Publish to PDF
8
Report Versioning
10
Report Delivery Scheduling
10
9.5
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Predictive Analytics
10
Pattern Recognition and Data Mining
8
9.8
Multi-User Support (named login)
10
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
Not Rated
Single Sign-On (SSO)
10
10.0
Responsive Design for Web Access
10
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10

Using Board

  • Strategic planning function with a central and easy-to-use control panel.
  • Consolidate business planning with advanced predictive analytics.
  • We know that in the future you will be doing much more analysis and planning with this product and we will be able to consolidate our business with robust planning.