Financial Planning Software Reviews and Ratings

Workday Adaptive Planning has been the most successful technology-driven process transformation we have ever implemented. It gave us a step-change in how we plan and enabled us to significantly reduce the time and effort spent to prepare and consolidate various plans. Feedback from users is overwhelmingly positive.

Everything about onestream has been considered and improved relative to its competitor products that i have used. The user experience and end product reflects the years of experience that its creators and their team have.

EPM has helped our organization transition away from many spreadsheet-based processes which have resulted in: - better productivity; - a more consistent end user experience; - improved analytics capabilities; and - better overall governance. We also recently engaged with the CSM team which has been a great value add in terms of the additional support they have been able to provide. This included: - suggest tweaks for performance improvement; - assist in the evaluation of upcoming updates; - performing enhancements to our existing systems; and - acting as our "ask a friend" to vet our ideas.

Anaplan is a powerful planning tool that can cover and connect many planning fields (financial, staff, supply chain...). The tool allows for quick and flexible modelling, however with much more structure and support than one is used to in good old spreadsheets. Modelling/Programming can be done by your IT-department and/or external consultants, and some support is required to make your first steps. But a lot of development in Anaplan can be made by the business itself, without need to rely on other resources. This makes the tool accessible, flexible and easy to use.

Using this tool has transformed our firm's financial planning and analysis. It helped to bring all our data together thus ensuring we streamlined all our financial and operational planning. Reporting and analysis of financial data was also made easy. Overall, using Vena Complete Planning Platform has helped our firm cut its reporting and budgeting by more than 60%. A significant advantage of this tool is visible in decision making as it allows us to keep our existing financial system for reference

My overall experience with Prophix has been extremely positive. I was a prophix global administrator at my prior company and I am currently one at my new organization. The system makes financial planning including budgeting and forecasting extremely efficient and simple. Additionally, I enjoy being able to control the entire planning process from start to end using the system.

IBM is listening to our feedback and is using it to shape the product. They are very responsive regarding support requests, consulting new use cases and solving challenges.

We've found the product intuitive to set up and use, but really powerful in terms of the functionality it's added to our reporting. We're still at the early stages of adoption, but initial user feedback has been really positive and we look forward to rolling it out to more of our business

We have had nothing but great experience with both the system and the people at CCH Tagetik and their partners. Our initial implementation went very smoothly and when we have questions they are very quick to get us answers. CCH Tagetik is working very well for us and we continue to expand our use of the different features.

A platform that is enabling a complete EPM landscape for a business. Within the platform one can design solutions and financial planning environments for multiple purposes. One your business has defined its procesess requirements, Board can enable both efficient financial planning and business process support and governance.

Pigment is a fantastic tool for workforce and financial planning. It is extremely customizable, fast, scalable, easy to manage, and friendly for stakeholders with little to no financial background who take part in the planning process with relevant inputs. Pigment answers for multiple financial needs in terms of financial analysis, forecast modelling, as well as excellent visualization tools for both financial control and assessment of the best allocation of resources with the org-chart. On top of that, Pigment has an excellent and quick support team, which always comes up with out-of-the-box solutions to smoothen our experience with the tool.

Planful has been a lifesaver at our company. From start to finish, it was an overall great experience. Still to this day, we're actively improving & modifying our Planful setup to aid efficiencies. It's very evident that Planful is committed to making their product better as they grow.

SAP as a strong and experienced software provider in the market, manages to combine the experience with future customer requirements.

Oracle Hyperion Planning is a budget solution that is easy to use, easily managed and accessible. Implementation of Oracle Hyperion Planning enabled us to be a more efficient company that can generate more accurate forecasts and simulations. We sought a tool that is able to consolidate information such that it can be aggregated, reported, and used to gain insight of the business.

We have had a great experience with Syntellis financial planning and reporting software . Being excel based the product is extremely user friendly which is important for our org. since we have over a 100 budget analysts. It is also high customizable to fit the financial reports and planning needs of your institution. We implemented customization to assist with variance and lease accounting. The software also automates basic tasks such as data loading and allows more time for analysis.

whenever we have questions they always respond quickly. Also the new developments of the product helps supporting our processes

I was incredibly impressed with the implementation team that supported my team during the launch process. Their openness to my ideas and needs, their professionalism during delivery, along with their responsiveness to issues and questions were better than any other software vendor I have worked with during my career.

The vendor communicates promptly and provides the necessary information about the service with quality that meet our expectation. Normally, product might not provide us 100% of our requirement but you will get experience about "try the best" or "alternative solution" from this vendor.

Streamlines processes between Netsuite in Excel, and is a must have for any business who uses Netsuite as their ERP. Saves me lots of time in building Saved Searches in Netsuite and downloading to Excel.

My overall experience with IDU has been exceptional. It has made reporting and budgeting within our business much simpler and provided us with a tool to easily meet management's requirements from a reporting perspective. Fantastic system to work with.