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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

FlexiEPM is an EPM platform with advanced FP&A, financial reporting and consolidation capabilities for mid-size and large companies, capital groups and international organizations. Architecture: Microsoft SQL Server, multidimensional processing. Excel is the working interface for finance users; data, versions, business logic and permissions are managed centrally, not in files. Integrations with ERP, HR, accounting and BI systems, including Microsoft Dynamics, SAP HR and Power BI. Controlled data mappings with drill-down from consolidated figures to source records. Security: role-based permissions, Active Directory and SSO, change history, audit trail, backup and disaster recovery defined per deployment. Functional scope: budgeting and rolling forecasts, management and financial reporting, multi-company and multi-currency consolidation, cost allocation and profitability management, IFRS 16, personnel cost planning. Cloud or on-premise. English and Polish interface, easily localized.

Description

Planwhiz enables finance teams to collaborate effectively with other departments by aligning on shared objectives and simplifying variance analysis to uncover growth prospects. By serving as a unified source of truth, it integrates seamlessly with accounting, HR, and spreadsheets while offering comprehensive insights into the origins of each budgeting component. This platform ensures that all stakeholders are aligned and informed. Enhance your planning procedures to achieve impactful outcomes through Planwhiz. With its user-friendly, precise, and collaborative approach, you can quickly adapt to evolving circumstances with flexible financial planning solutions. Featuring a range of pre-designed reports, including Profit & Loss statements, cash flow reports, SaaS metrics, and headcount analysis, Planwhiz delivers real-time insights and assessments for various scenarios. By automating repetitive report generation tasks, you can eliminate monotony and boost your productivity. Receive your reports promptly as needed, facilitating easy sharing of performance data both within your organization and with external parties. Ultimately, Planwhiz revolutionizes the way teams work together, fostering a more efficient and responsive planning environment.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Azure CDN Yes 
Infor LN Yes 
Infor SunSystems Yes 
OPTIMA Yes 
Odoo Yes 
SugarCRM Yes 
enova365 Yes 

Integrations

Azure CDN No 
Infor LN No 
Infor SunSystems No 
OPTIMA No 
Odoo No 
SugarCRM No 
enova365 No 

Pricing Details

From 750 euros per month
FlexiEPM is licensed as an annual subscription, quoted individually for each organization. Implementation services are priced separately.

The subscription depends on:

number of users; number of companies and reporting entities; selected modules; integrations with ERP, HR, accounting and BI systems; deployment model (cloud or on-premise); support level; complexity of finance processes.

Implementation is scoped after an analysis of your processes, data sources and reporting requirements, so the budget and the timeline are known before the project starts.

FlexiEPM is modular. Organizations can start with a single process, such as consolidation or budgeting, and extend the scope later, which spreads the investment over time.

A consultation and a demo based on your own reporting process are available at no cost. A proof of concept on real data can be arranged during the scoping phase.

Contact us for a quote.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based No 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Flexi Solutions sp. z o.o. sp.k.

Founded

2016

Country

Poland

Website

flexiepm.pl/en/

Vendor Details

Company Name

Planwhiz

Country

United States

Website

planwhiz.com

Product Features

Budgeting

"What If" Scenarios Yes 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Business Performance Management

Ad Hoc Reports No 
Ad hoc Analysis No 
Budgeting & Forecasting No 
Consolidation / Roll-Up Yes 
Dashboard No 
Key Performance Indicators No 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning No 

Financial Management

Budgeting & Forecasting No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Currency Management No 
Financial Reporting No 
Investment Management No 
Project Management No 
Revenue Recognition No 
Risk Management No 
Tax Management No 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail No 
Balance Sheet No 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 

Sales Forecasting

Competitor Analysis No 
Correlation Analysis No 
Dashboard No 
Dynamic Modeling No 
Exception Reporting No 
Graphical Data Presentation No 
Modeling & Simulation No 
Performance Metrics No 
Sales Trend Analysis No 
Statistical Analysis No 

Strategic Planning

Budgeting & Forecasting No 
Dashboard No 
Goal Setting / Tracking No 
Idea Management No 
KPIs No 
Modeling & Simulation No 
Roadmapping No 
Scenario Planning No 
Scorecards No 

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