Whitebirch Planning 2019 Review

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Last updated: Mar 26, 2019

Whitebirch Planning Review

ITQlick rating
(3.8/5)

Medium business, Large business

WhiteBirch Planning is a cloud-based and on-premise budgeting solution designed to offer strategic planning to various industries including higher education, project finance and local government and more.

  • Categories :

    • Budgeting & Forecasting

What is Whitebirch Planning? Updated: Mar 26, 2019

WhiteBirch Planning is a cloud-based and on-premise budgeting solution designed to offer strategic planning to various industries including higher education, project finance and local government and more. Designed by PFM solutions, WhiteBirch Planning core features include financial modelling and asset planning and more.

The solution helps automate the development of integrated financial statements such as cash flow statement, income statement and balance sheet. It offers multiple users the ability to access, change, and use the model at the same time.

WhiteBirch ratio library incorporates financial ratios that are designed to help it be consistent with the ones that are calculated by the rating agencies. The solution helps in generating a “what if” scenarios, asset planning, forecasting and cash management and more.

Whitebirch Planning Average Rating -

The rating of Whitebirch Planning is 3.8 stars. The rating is based on ITQlick expert review

Whitebirch Planning Typical Customers

Whitebirch Planning Features

Whitebirch Planning Alternatives

The two main competitors of WhiteBirch Planning include Float Cash Flow Forecasting and BOARD. Float Cash Flow Forecasting offers a cloud-based budgeting solution just like WhiteBirch Planning. Float Cash Flow Forecasting is a product of Float which was founded in 2010 and based in the United Kingdom whereas WhiteBirch Planning is a product of PFM Solutions which was founded in 1999 and based in the United States.

WhiteBirch Planning offers support during the business hours, and on the other hand Float, Cash Flow Forecasting offers support online and during the business hours. Float Cash Flow Forecasting offers training via documentation, webinars and live-online and in comparison, WhiteBirch Planning offers training via live-online and in-person.

Both BOARD and WhiteBirch Planning are cloud-based budgeting solution. WhiteBirch Planning is a product of PFM Solutions which was founded in 1999 and based in the United States, and contrary BOARD is a product of BOARD which was founded in 1994 and based in Switzerland.

WhiteBirch Planning offers support during the business hours, but BOARD offers support online and during the business hours. BOARD offers training via documentation, webinars, live online and in-person, and in comparison, WhiteBirch Planning offers training via live-online and in-person.

Whitebirch Planning Pricing Information

Whitebirch Planning's pricing is available upon request.

Whitebirch Planning demo

25 questions to ask the vendor on Whitebirch Planning demo

Is Whitebirch Planning the right software for me?

WhiteBirch Planning is ideal for business of all sizes. It caters to multiple industries including higher education, corporate, local government, water & wastewater, K-12 Schools District, Environmental Finance, Transportation, healthcare and project & infrastructure finance.

Whitebirch Planning Categories

Budgeting & Forecasting

Specifications

Company:
Address: 245 1st Street, Cambridge, MA
Customers: Medium business, Large business
Business Area: Finance management
Platforms: Desktop
Operating Systems:

Whitebirch Planning Features

Data Import/Export
Basic Reports
Online Customer Support
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ITQlick score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing score pricing Score is a 1 to 10 score, based on the TCO (cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
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