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.

The mode of analysis is mostly in real time and this is based on the current findings which is most accurate in planning. Cost depends on the features needed in the organization so that its suitable for all. I'm very impressed with Machine learning and AI features that allow users easy learning with minimal support requirements

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.

Vena is useful for its intuitive interface and powerful features that enhance financial planning and analysis. we appreciate its adaptability and seamless integration with Microsoft Excel, which merges spreadsheet functions with advanced tools. Collaborative capabilities improve team communication while data integration simplifies planning. However, some of the problems we face is the initial setup and the learning curve. Overall, it is useful for streamlining the planning of a company.

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.

Support team is absolutely amazing. Everyone that I have interacted with from implementation, development, and support have been professional, helpful, and just overall pleasant to deal with.

Very good experience with the teams prior to the contract agreement (contact with sales team) as once the contract has been signed (Customer Success Manager, Helpdesk team) The product is relatively easy to use and fits our expectations and needs

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.

they have been consistently responsive and attentive to ours needs from the begining until now.

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.

Meets business process requirements and is constantly updated with new features

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.

Hyperion Planning is a great tool that helps our Finance Reporting team along with our field/commercial finance make educated decisions and detailed analysis. Oracle Hyperion suite of products, especially Planning system is a backbone of our finance team. All our financial data for Budget, Forecast, Actuals live here. It's sliced and diced daily :). All our users love the system and its functionalities that have been developed and use it daily. They really trust all the calculations and outcomes of the system. Usually we never hear any complaints about it. The web interface is great (a bit old feel though) and works perfectly. Very user friendly, intuitive and fast. The excel plug in (Smartview) is the best. You can never take excel away from a Finance person - thus adoption of Hyperion planning is a breeze.

A very smooth setup with great report looks and dashboard. Very easy to administer with lots of customization option available

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.