Ratings and Reviews 0 Ratings
Ratings and Reviews 0 Ratings
Alternatives to Consider
-
Banker's DashboardMonitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
-
BudgytBudgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. We serve finance teams at growing organizations managing multiple departments, locations, or grants. 350+ organizations and 4,000+ users have made the switch. The core features solve what breaks in Excel. Import your chart of accounts and actuals directly from your accounting system via API. Click any variance to drill down to vendor-level detail with complete audit trails. Run rolling reforecasts monthly without rebuilding everything. Built-in payroll allocation, automated accruals, balance sheet and cash flow forecasting. Dynamic driver formulas that work like Excel but never break. Unbreakable formulas you manage without syntax. Unlimited team collaboration with approvals and activity tracking. Single source of truth for your entire organization. Budgyt replaces Excel without the learning curve. No broken formulas. No version chaos. No board meeting panic. Works like Excel. Except it actually works. Up and running in hours via API, not months of consulting.
-
Quick ConsolsQuick Consols is a specialized financial consolidation software tailored for intricate companies and their group structures. This application streamlines the consolidation process for complex organizations that operate across various fiscal year-ends, currencies, and ERP systems by utilizing a slice-and-dice methodology for reporting. With Quick Consols, users can expect precise and consistent calculations for essential reports and figures. It simplifies both individual company reporting and group consolidations, making these tasks less burdensome. In addition, Quick Consols enhances reporting for business units, profit centers, and cost centers, which empowers users to focus on analyzing data and generating valuable insights regarding financial performance and operational efficiency. The platform boasts an intuitive interface that facilitates easy setup and usage, accommodating an unlimited number of users while also providing extensive support to ensure a smooth experience. Furthermore, this comprehensive tool is designed to adapt as the needs of your business evolve, ensuring long-term value and efficiency.
-
KantataThe Kantata Professional Services Cloud, which was previously referred to as the Mavenlink Industry Cloud for Professional Services, represents a robust suite of tools aimed at operational management, resource optimization, and business insights, combining integration capabilities with workflow automation to enhance overall efficiency. This comprehensive solution is designed to improve operational performance while helping businesses optimize their resources effectively. By employing a resource-first architecture, it enables service-oriented companies to assemble the most capable teams and track their progress against established budgets and timelines, ensuring projects are executed smoothly, reliably, and profitably. Furthermore, the Kantata Professional Services Cloud is specifically tailored for agencies and professional service firms with employee counts ranging from 50 to over 5000. Serving as the core of your business, Kantata addresses daily challenges in resource management with its cutting-edge optimization features, utilizing advanced algorithms and analytics to tackle complex business issues that were once deemed insurmountable. With this innovative platform, organizations can not only streamline their operations but also unlock new avenues for growth and efficiency.
-
Planview PortfoliosPlanview Enterprise One™ seamlessly combines business and technology planning to enhance resource optimization and foster innovative products, services, and customer experiences, thereby accelerating the execution of strategic initiatives. It facilitates the management and delivery of various work types and technology applications. By converting business needs into standards aligned with strategic goals, the platform helps in minimizing costs and reducing risks. This comprehensive solution accommodates all work methodologies, including agile, iterative, traditional, and collaborative approaches. It helps maintain team productivity by effectively balancing workload and resources, ensuring maximum resource utilization. With a scalable user interface, it keeps all team members aligned with key priorities to achieve desired results. Additionally, it guarantees that projects are completed on time and within budget, allowing for the maintenance of schedules and milestones. Enhanced performance insights are provided through user-friendly dashboards, which further support project tracking and team accountability. This holistic approach empowers organizations to navigate complex project landscapes with confidence and clarity.
-
SKU ScienceSKU Science offers a rapid and user-friendly approach to forecasting sales and monitoring performance effectively. You can establish your demand planning system in just two days! Developed by industry veterans, it caters specifically to operations managers, S&OP leaders, supply chain experts, and demand forecasting specialists. Featuring 644 statistical combinations, the platform provides highly precise and customized sales predictions at various levels. To enhance accuracy further, AI models can be tailored using your specific data. Key performance indicators are automatically calculated to emphasize the most vital elements, enabling you to concentrate on what truly impacts your supply chain and overall business success. The operational dashboards are updated with each cycle, facilitating effective activity tracking and informed decision-making. Combining sophisticated functionalities with user-friendliness, SKU Science is relied upon by clients in diverse industries such as manufacturing, food and beverage, healthcare, retail, and e-commerce, ensuring comprehensive support for their forecasting needs. The platform's intuitive design empowers users to navigate seamlessly, enhancing both productivity and strategic insight.
-
Inspire SoftwareInspire Software is an AI-driven strategic execution platform that aims to elevate your organization by centering your employees and teams around growth. Cultivate your workforce through enhanced performance! Based in Jackson, Wyoming, we offer a complete range of applications — including strategy, performance, objectives, feedback, one-on-ones, recognition, learning, pulse, and 360-degree surveys — that extend well beyond basic performance management. With Inspire, you foster leadership at every level of your organization. By aligning your team members with the overall strategy, as they carry out their tasks, your organization experiences growth. Discover more about our innovative solutions at inspiresoftware.com, and take the first step toward transforming your team's potential.
-
PipedrivePipedrive is an advanced customer relationship management (CRM) and sales pipeline management tool aimed at assisting companies in monitoring and enhancing their sales workflows. It features automation capabilities, AI-driven sales analytics, and up-to-the-minute reporting to enable businesses to finalize deals more quickly and efficiently. Additionally, with its adaptable workflows, compatibility with numerous applications, and user-friendly design, Pipedrive empowers sales teams of various scales to handle leads, streamline repetitive activities, and assess performance for more informed, data-oriented decisions. This comprehensive platform not only simplifies the sales process but also enhances collaboration among team members, ensuring that everyone is aligned towards achieving common goals.
-
JellyfishJellyfish stands as a premier platform for Engineering Management, offering comprehensive insights into engineering teams, their tasks, and operational processes. By examining engineering signals from tools like Git and Jira, along with relevant business data including roadmapping and incident response, Jellyfish empowers engineering leaders to synchronize their technical decisions with overarching business goals. This capability ensures timely and efficient software delivery while enabling teams to prioritize the most critical objectives for the organization. Ultimately, Jellyfish enhances strategic decision-making, leading to impactful outcomes for engineering departments. Additionally, the platform fosters a culture of transparency and accountability within teams, further driving productivity and alignment.
-
Project InsightProject Insight (PI) is an advanced project and portfolio management software that enables organizations to compile and analyze all their projects seamlessly. By integrating your work, projects, and tasks into a single, user-friendly online platform, PI can be tailored to meet the specific requirements of your business. This makes it particularly beneficial for organizations with intricate project management needs, such as budgeting, scheduling, time-tracking, and capacity planning. Despite its robust features, PI remains accessible and adaptable, which in turn enhances the level of customer service you can offer. Users can effortlessly merge data from essential tools like CRM, accounting, DevOps, and support software, providing stakeholders with immediate insights into project status. Additionally, the FREE version of PI allows users to get started quickly and scale their usage over time as their needs evolve. This flexibility ensures that as your organization grows, PI can continue to meet your changing project management demands.
What is Planwhiz?
Planwhiz empowers finance teams to work collaboratively with other departments by ensuring alignment on common goals and streamlining variance analysis to identify opportunities for growth. Acting as a centralized source of truth, it integrates effortlessly with accounting, HR, and spreadsheets, providing detailed insights into the components of each budget. This platform guarantees that all team members are on the same page and well-informed. By leveraging Planwhiz, you can refine your planning processes to achieve significant results. Its intuitive, accurate, and team-oriented approach allows for quick adjustments to changing conditions with adaptable financial planning options. With an array of pre-built reports, such as Profit & Loss statements, cash flow analyses, SaaS metrics, and headcount evaluations, Planwhiz offers immediate insights and evaluations for different scenarios. By automating the generation of repetitive reports, it helps to eliminate tedious tasks and enhance productivity. Reports are readily available as needed, making it easy to share performance metrics both internally and externally. Ultimately, Planwhiz transforms team collaboration, creating a more efficient and agile planning atmosphere, which is crucial in today’s fast-paced business environment. This innovative platform not only streamlines workflows but also fosters a culture of transparency and accountability across all departments.
What is Oracle Fusion Cloud EPM?
Elevate your adaptability and insights to thrive in any market landscape with Oracle Fusion Cloud Enterprise Performance Management (EPM). This innovative solution facilitates efficient modeling and planning across various departments, including finance, HR, supply chain, and sales, while also streamlining the financial closing process to enhance decision-making capabilities. It comprehensively addresses various needs through its robust features in financial and operational planning, consolidation, closing procedures, and master data management. By fostering smooth integration of finance with all other business areas, it encourages organizational agility and cohesion. Utilize scenario modeling and sophisticated analytics to bolster your decision-making processes. Oracle EPM consistently garners recognition as a leader in its field from analysts, and many clients are experiencing significant advantages by employing their EPM solutions in the cloud. Emphasizing agile and cohesive planning across all functions—ranging from scenario evaluations and long-term strategies to budgeting and departmental initiatives—this platform is underpinned by industry-leading practices and cutting-edge technology. With Oracle EPM, organizations are empowered to make informed choices that resonate with their strategic objectives, ultimately driving growth and efficiency. As the business landscape continues to evolve, leveraging such advanced solutions is essential for sustained success.
Integrations Supported
5X
Algonomy
BMC AMI Ops Automation for Capping
BOSCO
Cloud-FIT
DailyPay
Finch
Longview Tax
Oracle AI Agent Studio
Oracle Audience Segmentation
Integrations Supported
5X
Algonomy
BMC AMI Ops Automation for Capping
BOSCO
Cloud-FIT
DailyPay
Finch
Longview Tax
Oracle AI Agent Studio
Oracle Audience Segmentation
API Availability
Has API
API Availability
Has API
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Pricing Information
Pricing not provided.
Free Trial Offered?
Free Version
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Company Facts
Organization Name
Planwhiz
Company Location
United States
Company Website
planwhiz.com
Company Facts
Organization Name
Oracle
Date Founded
1977
Company Location
United States
Company Website
www.oracle.com/performance-management/
Categories and Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Financial Management
Budgeting & Forecasting
Cash Management
Consolidation / Roll-Up
Currency Management
Financial Reporting
Investment Management
Project Management
Revenue Recognition
Risk Management
Tax Management
Financial Reporting
"What If" Scenarios
Audit Trail
Balance Sheet
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
Categories and Features
Big Data
Collaboration
Data Blends
Data Cleansing
Data Mining
Data Visualization
Data Warehousing
High Volume Processing
No-Code Sandbox
Predictive Analytics
Templates
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Business Performance Management
Ad Hoc Reports
Ad hoc Analysis
Budgeting & Forecasting
Consolidation / Roll-Up
Dashboard
Key Performance Indicators
Predictive Analytics
Qualitative Analysis
Quantitative Analysis
Scorecarding
Strategic Planning
Data Governance
Access Control
Data Discovery
Data Mapping
Data Profiling
Deletion Management
Email Management
Policy Management
Process Management
Roles Management
Storage Management
Master Data Management
Data Governance
Data Masking
Data Source Integrations
Hierarchy Management
Match & Merge
Metadata Management
Multi-Domain
Process Management
Relationship Mapping
Visualization
Sales Analytics
Collaboration Tools
Dashboards
Forecasting Analytics
Ideal Customer Profile (ICP)
Lead Analytics
Pipeline Management
Predictive Forecasting
Predictive Lead Scoring
Sales Intelligence Reporting
Sales Forecasting
Competitor Analysis
Correlation Analysis
Dashboard
Dynamic Modeling
Exception Reporting
Graphical Data Presentation
Modeling & Simulation
Performance Metrics
Sales Trend Analysis
Statistical Analysis
Strategic Planning
Budgeting & Forecasting
Dashboard
Goal Setting / Tracking
Idea Management
KPIs
Modeling & Simulation
Roadmapping
Scenario Planning
Scorecards
