Whitebirch Planning Review

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Last updated: Nov 10, 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 & CPM

Shlomi Lavi / updated: Nov 10, 2019

What is Whitebirch Planning Used For?

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.

Average Rating -

The rating of Whitebirch Planning is 3.8 stars out of 5. The rating is based on ITQlick expert review.

Typical Customers

The typical customers include the following business size: Medium business, Large business.

Competitors & 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

The experts at ITQlick has reviewed Whitebirch Planning pricing and gave the software a total cost of ownership (TCO) rating of 6.4 out of 10. Custom price cost for your business is available upon request.

Questions to ask the vendor during a demo

Schedule a demo and access 25 must ask questions for the vendor while watching Whitebirch Planning in action

Is it the right software for you?

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 & CPM

Specifications

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

Whitebirch Planning Features

Data Import/Export
Basic Reports
Online Customer Support

Whitebirch Planning Vs. Alternatives

ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
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
License pricing license pricing (if provided by the software vendor)
Hosting
Functionality score
Fit small business
Fit medium business
Fit large business
Software review
Compare
Whitebirch
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
76/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
6.4/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
NA
Functionality score
4
Fit small business
Fit medium business
Fit large business
Software review
Adaptive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
94/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
8/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
On premise and Cloud
Functionality score
28
Fit small business
Fit medium business
Fit large business
Software review
Neubrain
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
92/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
4/10
License pricing license pricing (if provided by the software vendor)
Pricing not available
Hosting
On premise and Cloud
Functionality score
17
Fit small business
Fit medium business
Fit large business
Software review
Budgyt
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
89/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
3/10
License pricing license pricing (if provided by the software vendor)
$199 per month
Hosting
On premise and Cloud
Functionality score
3
Fit small business
Fit medium business
Fit large business
Software review
PlanGuru
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
ITQlick Score
87/100
Pricing score Pricing score ranges between 1 to 10 while 1 is low TCO and 10 is high TCO (TCO - total cost of ownership: cost of licences, customizations, training, hardware when relevant) Vs. alternative solutions
2.8/10
License pricing license pricing (if provided by the software vendor)
$99 per month
Hosting
On premise
Functionality score
22
Fit small business
Fit medium business
Fit large business
Software review