Fluence - Super User
July 11, 2022

Fluence - Super User

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Anaplan Financial Close and Consolidation

The consolidation process is much more fluid and accountable than it was historically. It allows us to have all data in one database and to make reports on this new updated process. It allows users to come into the system and have an understanding initially because it's based on excel.

Pros

  • Financial Close
  • Journal Entries
  • Consolidation
  • Troubleshooting

Cons

  • ETL Process
  • MAC compatibility
  • Microsoft Outlook integration
  • Excel based
  • Admin control
  • Ease of use to fix and upload data.
  • Expedited consolidation process
  • Build out FP&A model
  • Create new report

Do you think Anaplan delivers good value for the price?

Yes

Are you happy with Anaplan's feature set?

Yes

Did Anaplan live up to sales and marketing promises?

Yes

Did implementation of Anaplan go as expected?

Yes

Would you buy Anaplan again?

Yes

Very well suited in the aspect of the consolidation and use of excel when creating financial reports as well as decks for the company. The ETL process could be updated to get more direct integration with the local ERP system and save time on the back end of the consolidation process.

Anaplan Feature Ratings

8.2
Long-term financial planning
8
Financial budgeting
9
Forecasting
8
Scenario modeling
8
Management reporting
8
8.0
Financial data consolidation
8
Journal entries and reports
8
Multi-currency management
8
Intercompany Eliminations
8
Minority Ownership
8
Local and consolidated reporting
8
Detailed Audit Trails
8
8.6
Financial Statement Reporting
8
Management Reporting
8
Excel-based Reporting
10
Automated board and financial reporting
9
XBRL support for regulatory filing
8
8.0
Personalized dashboards
8
KPIs
8
Cost and profitability analysis
8
Key Performance Indicator setting
8
Benchmarking with external data
8
7.0
Flat file integration
8
Excel data integration
8
Direct links to 3rd-party data sources
5
8.0
Pixel Perfect reports
8
Customizable dashboards
8
Report Formatting Templates
8
9.0
Drill-down analysis
9
Formatting capabilities
9
Integration with R or other statistical packages
Not Rated
Report sharing and collaboration
9
7.5
Publish to Web
8
Publish to PDF
7
Report Versioning
7
Report Delivery Scheduling
8
9.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
Not Rated
Location Analytics / Geographic Visualization
Not Rated
Predictive Analytics
9
9.0
Multi-User Support (named login)
9
Role-Based Security Model
9
Multiple Access Permission Levels (Create, Read, Delete)
9
Single Sign-On (SSO)
9
Mobile Capabilities ()
Not Rated

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