Want to see who topped the 2019 Best Software Awards?

deFacto Planning

(2 reviews)

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

Work for deFacto Planning?

Learning about deFacto Planning?

We can help you find the solution that fits you best.

deFacto Planning Reviews

Ask deFacto Planning a Question
Write a Review
Filter Reviews
Filter Reviews
Company Size
User Role
For Category
Showing 2 deFacto Planning reviews
LinkedIn Connections
deFacto Planning review by User in Accounting
User in Accounting
Validated Reviewer
Verified Current User
Review Source

"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.

Sign in to G2 Crowd to see what your connections have to say about deFacto Planning
deFacto Planning review by User in Non-Profit Organization Management
User in Non-Profit Organization Management
Validated Reviewer
Verified Current User
Review Source

"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?

Thanks for letting us know!

There are not enough reviews of deFacto Planning for G2 Crowd to provide buying insight. Below are some alternatives with more reviews:

Host Analytics Logo
Host Analytics
(113 reviews)
Host Analytics delivers the only complete suite of cloud corporate performance management (CPM)
Adaptive Insights Business Planning Cloud Logo
Adaptive Insights Business Planning Cloud
(105 reviews)
Adaptive Insights is powering a new generation of business planning. Driving business agility in a fast-moving world, the Adaptive Insights Business Planning Cloud leads the way for people in companies to collaborate, gain insights, and make smarter decisions faster. We offer Adaptive Insights for Finance and Adaptive Insights for Sales, purpose-built solutions to allow those closest to the business to plan.
Prophix Software Logo
Prophix Software
(83 reviews)
Prophix develops Corporate Performance Management (CPM) software that automates important financial and operational processes, making companies more profitable and reducing their risks. Business leaders use this software to empower their organizations and gain valuable insight into their companies’ performance.
Solver BI360 Logo
Solver BI360
(68 reviews)
Solver is a trusted provider of complete Corporate Performance Management (CPM) solutions for today's mid-market enterprise and the company is at the forefront of CPM technology for cloud and on-premise ERPs.
Jet Reports Logo
Jet Reports
(54 reviews)
Jet Reports provides robust, easy-to-use reporting and Business Intelligence solutions that empower business users across the globe to make informed decisions.
Hubble Logo
(43 reviews)
Hubble by insightsoftware.com is an integrated suite of business performance management solutions. It offers reporting, analytics and planning in a single real-time solution that fully understands your ERP.
IBM Planning Analytics, powered by IBM TM1 Logo
IBM Planning Analytics, powered by IBM TM1
(38 reviews)
IBM Planning Analytics, powered by IBM TM1 automates your planning, budgeting, forecasting and analysis processes. It offers the full functionality of spreadsheets while eliminating manual tasks to drive efficiency.
Vena Logo
(25 reviews)
Vena’s corporate performance management software combines native Microsoft® Excel® with the sophisticated workflow, audit capabilities, business rules and central database of an enterprise-class solution.
Oracle Hyperion Planning Logo
Oracle Hyperion Planning
(21 reviews)
Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution.
Oracle EPM Cloud Logo
Oracle EPM Cloud
(19 reviews)
Oracle’s Enterprise Performance Management (EPM) applications combined with the innovation and simplicity of the cloud, enable companies of any size to drive predictable performance, report with confidence, and connect the entire organization.
Show more
Kate from G2 Crowd

Learning about deFacto Planning?

I can help.
* We monitor all deFacto Planning reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.