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Description

Premium Strategic Business Planning Software for professionals and individuals. Planium Pro's powerful analysis tools allow you to create custom plans for your clients as a business advisor, accountant, or consultant. This is done without the need to allocate additional resources or staff. You can work from anywhere, and create a business plan for optimal growth. With the help of engaging charts, diagrams, and a comprehensive report, you can quickly create a winning business plan that is investor-ready.

Description

Our cutting-edge approach monitors over 60 SaaS metrics such as ARR, bookings, net dollar retention, and burn multiple, ensuring you’ll never have to fret about miscalculations again. You can segment your customer base and modify your calculation settings to reveal essential trends within your organization. Sharing tailored dashboards becomes a breeze, allowing for strategic discussions with internal teams or providing investors with a concise overview of your company’s performance. Additionally, you can effortlessly synchronize your crucial data from existing systems, consolidating bookings, billings, expenses, and operational plans into one comprehensive location for a truly integrated perspective on your business. This seamless integration empowers you to make informed decisions based on accurate and readily accessible data.

API Access

Has API Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

QuickBooks Online Yes 
Xero Yes 
Averi No 
Chargebee No 
Google No 
Google Sheets No 
Google Slides No 
HubSpot CRM No 
HubSpot Customer Platform No 
MYOB Yes 
MYOB AccountRight Yes 
Maxio No 
Metronome No 
Microsoft Excel No 
Microsoft PowerPoint No 
NetSuite No 
Recurly No 
Sage Intacct No 
Salesforce No 

Integrations

QuickBooks Online Yes 
Xero Yes 
Averi Yes 
Chargebee Yes 
Google Yes 
Google Sheets Yes 
Google Slides Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
MYOB No 
MYOB AccountRight No 
Maxio Yes 
Metronome Yes 
Microsoft Excel Yes 
Microsoft PowerPoint Yes 
NetSuite Yes 
Recurly Yes 
Sage Intacct Yes 
Salesforce Yes 

Pricing Details

$ 10 per user per month
Monthly: $ 35 per month
Annually: $ 20 per month

60-day risk free money-back guarantee

https://ancillary-proxy.atarimworker.io?url=https%3A%2F%2Fwww.planiumpro.com%2Fpricing-professional%2F
Free Trial Yes 
Free Version Yes 

Pricing Details

$5,000 per year
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows Yes 
Mac Yes 
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 No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

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

Types of Training

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

Vendor Details

Company Name

Levant Software Technology

Founded

2017

Country

Australia

Website

www.planiumpro.com

Vendor Details

Company Name

SaaSGrid

Website

www.saasgrid.com

Product Features

Business Management

Billing & Invoicing No 
CRM No 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management Yes 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Business Plan

Business Plan Templates Yes 
Collaboration Yes 
Dashboard Yes 
Financial Projections Yes 
Financial Templates Yes 
Fundraising Management No 
Investor Management No 
Pitch Presentation Yes 
Social Sharing No 
Step-by-Step Wizard Yes 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management No 

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations Yes 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards Yes 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

Reporting

Customizable Dashboard Yes 
Data Source Connectors No 
Drag & Drop No 
Drill Down No 
Email Reports No 
Financial Reports Yes 
Forecasting Yes 
Marketing Reports Yes 
OLAP No 
Report Export No 
Sales Reports Yes 
Scheduled / Automated Reports Yes 

Product Features

Business Performance Management

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

Dashboard

Annotations No 
Data Source Integrations No 
Functions / Calculations No 
Interactive No 
KPIs No 
OLAP No 
Private Dashboards No 
Public Dashboards No 
Scorecards No 
Themes No 
Visual Analytics No 
Widgets No 

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