Planning Maestro high benefit to cost ratio
June 19, 2023

Planning Maestro high benefit to cost ratio

Angelito Santos | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planning Maestro

We use Planning Maestro as our primary budgeting system. PM provides an efficient, relatively simple but robust, budgeting platform that allow us to have multiple budget versions, detailed budgeting with descriptions, data linking of expenses to revenues where applicable, personnel/salary budgeting, monthly budgeting (if preferred), simplified reporting, different hierararchies (data organization), work flow, etc for modest price. We could also use it for cash flow and balance sheet projections if we desired to do so.
  • Detailed budgeting even for shared chart of accounts with names and descriptions
  • Multiple budget versions, easy to copy versions
  • Easy navigation
  • Several layers of security rules
  • Uploading of budgets using excel based templates
  • Several options for filtering
  • Personnel or salary budgeting
  • Monthly budgeting
  • When changing dimensions (chart of accounts) or budgets, delay refreshing until line edits are completed
  • When refreshing data bases, add option to exclude static versions so they don't add processing time
  • Budgeting system allows for budget transparency and single version budgets
  • Efficient budgeting system that does not take time to learn and use
  • Cost effective budgeting system for administrators and users
Planning Maestro stacks up well with other budgeting systems we evaluated about 10 years ago. Reasonable cost for what we need and we are grateful for timely and responsive support system.

Do you think Centage delivers good value for the price?

Yes

Are you happy with Centage's feature set?

Yes

Did Centage live up to sales and marketing promises?

Yes

Did implementation of Centage go as expected?

Yes

Would you buy Centage again?

Yes

Planning Maestro is well suited for many organizations that do not want to have a flexible, relatively simple but robust budgeting platform that allows for detailed budgeting, creation of multiple versions and scenarios, various ways to organize data (via hierarchies), different easy to learn ways to filter data, excel download and upload, and very responsive support staff, all at a reasonable cost for budgeting systems. It is less appropriate if the organization insists on an ERP system with built in (not just attached) budgeting system, that tends to be substantially more expensive.

Centage Feature Ratings

Long-term financial planning
8
Financial budgeting
10
Forecasting
10
Scenario modeling
10
Management reporting
8
Financial data consolidation
9
Local and consolidated reporting
9
Financial Statement Reporting
Not Rated
Management Reporting
9
Excel-based Reporting
10
Automated board and financial reporting
Not Rated
Personalized dashboards
Not Rated
Cost and profitability analysis
10
Key Performance Indicator setting
Not Rated
Flat file integration
9
Excel data integration
10
Direct links to 3rd-party data sources
Not Rated
Customizable dashboards
Not Rated
Drill-down analysis
9
Formatting capabilities
Not Rated
Report sharing and collaboration
Not Rated
Publish to Web
Not Rated
Publish to PDF
Not Rated
Report Versioning
10
Report Delivery Scheduling
Not Rated
Predictive Analytics
Not Rated
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Report-Level Access Control
9
Single Sign-On (SSO)
Not Rated

Planning Maestro Support

Centage has a great ticketing system and response very quickly on all requests and questions.

Using Planning Maestro

Overall excellence and usability and responsive support for modest price