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Great Financial Planning Tool
October 10, 2022

Great Financial Planning Tool

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Board

We have mainly used the Board application to get insight and perform some financial planning in my institution. I find it to be very helpful when generating reports, which always come in great detail and high quality. My supervisors are always content with such reports.
  • High Quality Reports
  • Financial Planning
  • Product Support
  • User-Interface
  • Ease of use
  • Update procedures
  • Error description

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

  • Easier Managment
  • Simpler yet effective Planning
  • Harder training for users
I would definitely recommend Board in most financial planning applications as it offers the best features out there compared to other products. Despite having a nice UI, Board is not that easy to use, especially for new users. This being said, it would be better to start with a simpler solution, then switch to Board when possible.

Board Feature Ratings

8.8
Long-term financial planning
10
Financial budgeting
9
Forecasting
7
Scenario modeling
8
Management reporting
10
8.8
Financial data consolidation
10
Journal entries and reports
8
Multi-currency management
Not Rated
Intercompany Eliminations
Not Rated
Minority Ownership
Not Rated
Local and consolidated reporting
9
Detailed Audit Trails
8
9.3
Financial Statement Reporting
9
Management Reporting
9
Excel-based Reporting
9
Automated board and financial reporting
10
XBRL support for regulatory filing
Not Rated
8.5
Personalized dashboards
9
Color-coded scorecards
8
KPIs
Not Rated
Cost and profitability analysis
Not Rated
Key Performance Indicator setting
Not Rated
Benchmarking with external data
Not Rated
Not Rated
Flat file integration
Not Rated
Excel data integration
Not Rated
Direct links to 3rd-party data sources
Not Rated
9.7
Pixel Perfect reports
10
Customizable dashboards
9
Report Formatting Templates
10
9.0
Drill-down analysis
9
Formatting capabilities
8
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
10
10.0
Publish to Web
10
Publish to PDF
10
Report Versioning
10
Report Delivery Scheduling
10
7.7
Pre-built visualization formats (heatmaps, scatter plots etc.)
9
Location Analytics / Geographic Visualization
6
Predictive Analytics
8
Not Rated
Multi-User Support (named login)
Not Rated
Role-Based Security Model
Not Rated
Multiple Access Permission Levels (Create, Read, Delete)
Not Rated
Single Sign-On (SSO)
Not Rated
9.0
Responsive Design for Web Access
Not Rated
Mobile Application
Not Rated
Dashboard / Report / Visualization Interactivity on Mobile
9