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NaviPlan :The best financial Management tool for better planning and execution.
January 29, 2023

NaviPlan :The best financial Management tool for better planning and execution.

Ajesh Krishna | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with NaviPlan by Advicent

It lets the company create employees' accounts in one window so that the management, as well as the employee, can get information regarding the salary account, allowance, increment, installment and other financial EMI/subscription, retirement, loans, bills, savings, life insurance, health insurance, etc. It is very much flexible and can generate documents in a summarised form to present the status of what we require from the needy. This is a central database that is secure, easy to track, easy to input the data, and also much simpler in displaying what the user requires. It is a fully featured financial management software developed to serve mainly small industries and other enterprises to get end-to-end solutions. This online management software offers employee management, client management, fund management, budget planning, risk management, tax planning, and calculation in one place.
  • Employee benefits management, planning, and calculation become simpler with the Navi plan.
  • Budget planning, risk management, and other account management become easy and simpler to analyze by the top management.
  • Tax calculation and other payments become easy for the organization as well as individual employees.
  • Cashflow analysis and modifications in the allocation become easy and could be understood by all the top-level management in a single window.
  • Much favorable for small industries, so better to make it good for large enterprise also.
  • Illustration can be made easy so that quick understanding can be done.
  • Tracking of the particular item is a bit difficult, this could be made easier.
  • Not much user friendly compared to the competitors. But does the job well.
  • Good user interface to input data.
  • Tax calculation and budget planning.
  • Employee management and client management.
  • Employee Benefits calculation and planning.
  • Tax calculation of the organization and employees was very difficult, and Navi Plan made is very easy now.
  • The introduction of the software makes positive changes in the organization in managing the financial needs, which helps the organization to allocate what is required.
  • Employee benefit calculation was a bit difficult and it made a big positive impact.
  • It does the job and we get the best for what we pay for.
  • If the industry becomes big, then slight changes must be introduced to manage the big data needs.
I found it much easy and had a better user interface, which is favorable for small industries where I work. I got a reference that NaviPlan is better for budget planning, and its precision calculation will help the organization to improve productivity as well as profit of the organization. When I tried it once, I found it better than app dynamics and radiologic.

Do you think NaviPlan by Advicent delivers good value for the price?

Yes

Are you happy with NaviPlan by Advicent's feature set?

Yes

Did NaviPlan by Advicent live up to sales and marketing promises?

Yes

Did implementation of NaviPlan by Advicent go as expected?

Yes

Would you buy NaviPlan by Advicent again?

Yes

For small industries, it is very much suitable for planning, budget allocation, employee management, client management, risk management, tax calculation, and other financial management. The illustration is better and the simple interface helps us to input the data easily and precisely. When coming to large enterprises, there is some drawback which they can easily manage things well. Simple updates and small changes could make it very favorable for medium size enterprises.