Whitebirch Planning Review - why 3.8 stars?

Whitebirch Planning Review
ITQlick Score: 76/100
ITQlick Rating: (3.8/5)
Pricing: 6.4/10 - high cost
Category: Budgeting & CPM -> Whitebirch Planning
Ranking:Ranked 20 out of 50 Budgeting & CPM systems
Company: Whitebirch Software
Typical customers: Medium and large size businesses
Platforms: Desktop
Links: Whitebirch Planning pricing, Whitebirch Planning alternatives

Shlomi LaviShlomi Lavi / updated: Jan 05, 2021

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What is Whitebirch Planning?

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.

What is Whitebirch Planning rating? ()

The rating of Whitebirch Planning is 3.8 stars out of 5 and the total score is 76 out of 100. The ratings are based on our unbiased experts. Learn more in our rating methodology page

Who are Whitebirch Planning's typical customers?

The typical customers include the following business size: Medium and large size businesses.

Is Whitebirch Planning the best Budgeting & CPM?

Whitebirch Planning is ranked 20 out of 50 software in their category (Budgeting & CPM systems).

Who are their main 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.

What is the cost of Whitebirch Planning?

What is the REAL total cost of implementation? on top of the total cost of licenses which is easy to calculate you need to add the cost of training, customization, data migration, and other "hidden cost". ITQlick pricing score is 6.4 out of 10 (10 is most expensive). Find here the REAL total cost breakdown for Whitebirch Planning

What should you ask Whitebirch Software during a demo session? (65 questions)

Schedule a demo with Whitebirch Planning and access 65 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's list of categories:

Budgeting & CPM

Whitebirch Planning's list of 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
Score ITQlick Score is a 1 to 100 score, based on pricing, and functionality Vs. alternative solutions
Pricing 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)
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Whitebirch
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
76/100
Pricing 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
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4
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Adaptive
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
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Pricing 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
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Neubrain
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
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Pricing 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
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License pricing license pricing (if provided by the software vendor)
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ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
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Pricing 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
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3
Review
PlanGuru
ITQlick rating ITQlick Rating is based on the software score (below) and aggregated online reviews
Score
87/100
Pricing 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
Functionality
22
Author
Shlomi Lavi - admin

Shlomi Lavi

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Shlomi holds a Bachelor of Science (B.Sc.) in Information System Engineering from Ben Gurion University in Israel. Shlomi brings 15 years of global IT and IS management experience as a consultant, and implementation expert for small, medium and large size (global) companies.