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Planful vs. Upmetrics

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Planful

226 Reviews and Ratings

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Upmetrics

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    Planful

    Score8.2 out of 10
    Enterprise companies (1,001+ employees)
    		Planful is a cloud-based enterprise performance management (EPM) suite. It includes financial applications for modeling, planning, consolidation, reporting and analytics.N/A

    Upmetrics

    		N/AN/AUpmetrics is a business plan software, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Upmetrics AI Assistant is included to help generate text, rewrite content, shorten or expand it, and adjust the tone. The tool simplifies writing a business plan with step-by-step…

    $9

    per month

    Pricing
    PlanfulUpmetrics
    Editions & Modules
    No answers on this topic
    Starter
    $9
    per month
    Premium
    $19
    per month
    Professional
    $37
    Professional
    $49
    per month
    Offerings
    Pricing Offerings
    PlanfulUpmetrics
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details—Discount available for annual billing.
    More Pricing Information
    Features
    PlanfulUpmetrics
    BI Standard Reporting
    Comparison of BI Standard Reporting features of Planful and Upmetrics
    Feature
    Planful
    5.6
    45 Ratings
    Upmetrics
    -
    Ratings
    Pixel Perfect reports5.622 Ratings00 Ratings
    Customizable dashboards5.440 Ratings00 Ratings
    Report Formatting Templates5.637 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of Planful and Upmetrics
    Feature
    Planful
    6.9
    75 Ratings
    Upmetrics
    -
    Ratings
    Drill-down analysis7.473 Ratings00 Ratings
    Formatting capabilities6.474 Ratings00 Ratings
    Report sharing and collaboration6.869 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of Planful and Upmetrics
    Feature
    Planful
    6.9
    63 Ratings
    Upmetrics
    -
    Ratings
    Publish to Web8.122 Ratings00 Ratings
    Publish to PDF6.757 Ratings00 Ratings
    Report Versioning6.539 Ratings00 Ratings
    Report Delivery Scheduling6.344 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of Planful and Upmetrics
    Feature
    Planful
    6.6
    35 Ratings
    Upmetrics
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)6.526 Ratings00 Ratings
    Predictive Analytics6.830 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of Planful and Upmetrics
    Feature
    Planful
    8.1
    75 Ratings
    Upmetrics
    -
    Ratings
    Multi-User Support (named login)8.369 Ratings00 Ratings
    Role-Based Security Model7.867 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)8.268 Ratings00 Ratings
    Report-Level Access Control8.027 Ratings00 Ratings
    Single Sign-On (SSO)8.359 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of Planful and Upmetrics
    Feature
    Planful
    8.0
    31 Ratings
    Upmetrics
    -
    Ratings
    Responsive Design for Web Access8.629 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.421 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of Planful and Upmetrics
    Feature
    Planful
    7.3
    123 Ratings
    Upmetrics
    -
    Ratings
    Long-term financial planning8.0110 Ratings00 Ratings
    Financial budgeting7.5122 Ratings00 Ratings
    Forecasting7.4113 Ratings00 Ratings
    Scenario modeling6.8102 Ratings00 Ratings
    Management reporting6.7119 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of Planful and Upmetrics
    Feature
    Planful
    5.9
    92 Ratings
    Upmetrics
    -
    Ratings
    Financial data consolidation7.181 Ratings00 Ratings
    Journal entries and reports5.164 Ratings00 Ratings
    Multi-currency management5.055 Ratings00 Ratings
    Intercompany Eliminations6.056 Ratings00 Ratings
    Minority Ownership5.227 Ratings00 Ratings
    Local and consolidated reporting6.466 Ratings00 Ratings
    Detailed Audit Trails6.268 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of Planful and Upmetrics
    Feature
    Planful
    7.0
    123 Ratings
    Upmetrics
    -
    Ratings
    Financial Statement Reporting7.2105 Ratings00 Ratings
    Management Reporting7.1115 Ratings00 Ratings
    Excel-based Reporting7.5115 Ratings00 Ratings
    Automated board and financial reporting6.188 Ratings00 Ratings
    XBRL support for regulatory filing7.13 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of Planful and Upmetrics
    Feature
    Planful
    5.4
    77 Ratings
    Upmetrics
    -
    Ratings
    Personalized dashboards6.168 Ratings00 Ratings
    Color-coded scorecards5.444 Ratings00 Ratings
    KPIs6.256 Ratings00 Ratings
    Cost and profitability analysis6.153 Ratings00 Ratings
    Key Performance Indicator setting5.644 Ratings00 Ratings
    Benchmarking with external data3.18 Ratings00 Ratings
    Integration
    Comparison of Integration features of Planful and Upmetrics
    Feature
    Planful
    6.5
    113 Ratings
    Upmetrics
    -
    Ratings
    Flat file integration7.183 Ratings00 Ratings
    Excel data integration6.6105 Ratings00 Ratings
    Direct links to 3rd-party data sources5.977 Ratings00 Ratings
    User Ratings
    PlanfulUpmetrics
    Likelihood to Recommend
    7.4
    (132 ratings)
    -
    (0 ratings)
    Likelihood to Renew
    8.6
    (20 ratings)
    -
    (0 ratings)
    Usability
    8.5
    (20 ratings)
    -
    (0 ratings)
    Availability
    8.2
    (4 ratings)
    -
    (0 ratings)
    Performance
    9.1
    (3 ratings)
    -
    (0 ratings)
    Support Rating
    8.4
    (21 ratings)
    -
    (0 ratings)
    In-Person Training
    6.4
    (2 ratings)
    -
    (0 ratings)
    Online Training
    8.9
    (2 ratings)
    -
    (0 ratings)
    Implementation Rating
    7.3
    (9 ratings)
    -
    (0 ratings)
    Configurability
    8.2
    (2 ratings)
    -
    (0 ratings)
    CPA Rating
    9.1
    (1 ratings)
    -
    (0 ratings)
    Ease of integration
    5.4
    (4 ratings)
    -
    (0 ratings)
    Product Scalability
    8.2
    (2 ratings)
    -
    (0 ratings)
    Vendor post-sale
    8.9
    (4 ratings)
    -
    (0 ratings)
    Vendor pre-sale
    9.1
    (2 ratings)
    -
    (0 ratings)