Planwhiz

Planwhiz is a connected planning cloud solution for corporate finance professionals. In practice that means building software for you when nothing off the shelf fits.

It makes the most sense for companies with a specific process to automate. As a very small company team themselves (1 to 10 people), they tend to serve customers of a similar scale best. You will probably talk to the people who build it, which is great until you need 24/7 support.

Planwhiz is based in Lewes, Delaware. Their site is planwhiz.com.

Things worth asking about: portfolio relevance, who owns the code, and how they handle changes. A short pilot with your real data tells you more than any demo.

Every review on Revaw shows how it was verified, so if you know Planwhiz well, your review carries weight here.