deFacto Planning

3.8
(2)

deFacto Planning is a completely unified, enterprise-quality, budgeting, forecasting, consolidation, analysis and reporting product.

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deFacto Planning Reviews

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deFacto Planning review by User in Accounting
User in Accounting
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"Flexible and easy reporting"

What do you like best?

It's pretty flexible, and you can create basic reports easily. I love that it is built as an excel add in so we can build and format in a space we are already familiar with. You can use it to pull basic data for working purposes as well as use it to create financial reporting ready for distribution. The report book feature to kick off a list of reports at once is nice.

What do you dislike?

Sometimes it is hard to get very specific data- our chart of accounts is pretty intricate, and doesn't have a lot of roll ups. It's not easy to say "give me the P&L for unit 1, 3, and 5 in products a, d, and m." It would be nicer if the report book could publish to a single pdf. Instead, I have to compile the pdfs into one for a total financial package. Since the formatting is all in excel, we end up with a lot of small differences in the reports- like sizing and margins among the reports. Also, when you print to pdf, there are often header pages without any content that we need to delete. It's a pain, but overall it's a better solution that what we previously used. We can't use if for consolidation like we intended to. Allocations work fine in deFacto, but I wish there was a better way to replicate the allocations in our accounting software.

What business problems are you solving with the product? What benefits have you realized?

Financial reporting. It is definitely less manual than our previous software.

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deFacto Planning review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
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"Easy to use reporting software"

What do you like best?

The interface with Excel is one of the best features. The training offered by deFacto is excellent and helps users understand the product.

What do you dislike?

I wish you could write reports directly in Excel instead of the pop up window.

What business problems are you solving with the product? What benefits have you realized?

DeFacto has allowed for ease of reporting across multiple departments and management.

What Corporate Performance Management (CPM) solution do you use?

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