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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    IBM Planning Analytics

    Score8.8 out of 10
    N/AIBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With its calculation engine, this enterprise performance management solution is designed to help users move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Use it to unify data sources into one single repository, enabling users to build…

    $825

    per month 5 users

    Trezy

    N/AN/ATrezy is presented as a comprehensive cash management software that equips businesses with real-time financial insights and tools for effective decision-making. Key Features: Real-Time Financial Dashboards: Up-to-the-minute financial data displayed with dynamic dashboards. This can be used to manage a company's cash position, track revenue, and stay informed about its costs and margins over any period. Automated Cash Flow Forecasting: Forecasting tools to predict…

    $39

    per month per installation

    Pricing
    IBM Planning AnalyticsTrezy
    Editions & Modules
    Essentials
    $825
    per month 5 users
    Standard
    $1,650
    per month 10 users
    No answers on this topic
    Offerings
    Pricing Offerings
    IBM Planning AnalyticsTrezy
    Free Trial
    YesYes
    Free/Freemium Version
    YesNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeOptionalNo setup fee
    Additional Details
    More Pricing Information
    Community Pulse
    IBM Planning AnalyticsTrezy
    Considered Both Products
    IBM
    No answer on this topic
    Trezy
    No answer on this topic
    Key User Insights
    Would buy again
    99%
    Would buy again
    95 Answers
    No answers on this topic
    Delivers good value for the price
    98%
    Delivers good value for the price
    86 Answers
    No answers on this topic
    Happy with the feature set
    97%
    Happy with the feature set
    93 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    97%
    Lived up to sales and marketing promises
    70 Answers
    No answers on this topic
    Implementation went as expected
    93%
    Implementation went as expected
    80 Answers
    No answers on this topic
    Features
    IBM Planning AnalyticsTrezy
    BI Standard Reporting
    Comparison of BI Standard Reporting features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.7
    90 Ratings
    24% above category average
    Trezy
    -
    Ratings
    Pixel Perfect reports9.879 Ratings00 Ratings
    Customizable dashboards9.790 Ratings00 Ratings
    Report Formatting Templates9.784 Ratings00 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.7
    96 Ratings
    17% above category average
    Trezy
    -
    Ratings
    Drill-down analysis9.893 Ratings00 Ratings
    Formatting capabilities9.795 Ratings00 Ratings
    Integration with R or other statistical packages9.871 Ratings00 Ratings
    Report sharing and collaboration9.792 Ratings00 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.5
    90 Ratings
    14% above category average
    Trezy
    -
    Ratings
    Publish to Web9.985 Ratings00 Ratings
    Publish to PDF9.984 Ratings00 Ratings
    Report Versioning9.983 Ratings00 Ratings
    Report Delivery Scheduling8.475 Ratings00 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.3
    92 Ratings
    20% above category average
    Trezy
    -
    Ratings
    Pre-built visualization formats (heatmaps, scatter plots etc.)9.892 Ratings00 Ratings
    Location Analytics / Geographic Visualization9.886 Ratings00 Ratings
    Predictive Analytics9.882 Ratings00 Ratings
    Pattern Recognition and Data Mining7.815 Ratings00 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.5
    96 Ratings
    9% above category average
    Trezy
    -
    Ratings
    Multi-User Support (named login)9.894 Ratings00 Ratings
    Role-Based Security Model9.895 Ratings00 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)9.896 Ratings00 Ratings
    Report-Level Access Control8.420 Ratings00 Ratings
    Single Sign-On (SSO)9.888 Ratings00 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    7.6
    83 Ratings
    4% below category average
    Trezy
    -
    Ratings
    Responsive Design for Web Access6.182 Ratings00 Ratings
    Mobile Application8.046 Ratings00 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile7.855 Ratings00 Ratings
    Budgeting, Planning, and Forecasting
    Comparison of Budgeting, Planning, and Forecasting features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.8
    102 Ratings
    17% above category average
    Trezy
    -
    Ratings
    Long-term financial planning9.898 Ratings00 Ratings
    Financial budgeting9.8101 Ratings00 Ratings
    Forecasting9.8102 Ratings00 Ratings
    Scenario modeling9.7101 Ratings00 Ratings
    Management reporting9.7101 Ratings00 Ratings
    Consolidation and Close
    Comparison of Consolidation and Close features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.8
    95 Ratings
    21% above category average
    Trezy
    -
    Ratings
    Financial data consolidation9.791 Ratings00 Ratings
    Journal entries and reports9.883 Ratings00 Ratings
    Multi-currency management9.884 Ratings00 Ratings
    Intercompany Eliminations9.883 Ratings00 Ratings
    Minority Ownership9.875 Ratings00 Ratings
    Local and consolidated reporting9.887 Ratings00 Ratings
    Detailed Audit Trails9.789 Ratings00 Ratings
    Financial Reporting and Compliance
    Comparison of Financial Reporting and Compliance features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.4
    96 Ratings
    15% above category average
    Trezy
    -
    Ratings
    Financial Statement Reporting9.892 Ratings00 Ratings
    Management Reporting9.893 Ratings00 Ratings
    Excel-based Reporting9.895 Ratings00 Ratings
    Automated board and financial reporting9.785 Ratings00 Ratings
    XBRL support for regulatory filing8.161 Ratings00 Ratings
    Analytics and Reporting
    Comparison of Analytics and Reporting features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.5
    98 Ratings
    18% above category average
    Trezy
    -
    Ratings
    Personalized dashboards9.797 Ratings00 Ratings
    Color-coded scorecards9.892 Ratings00 Ratings
    KPIs9.895 Ratings00 Ratings
    Cost and profitability analysis9.893 Ratings00 Ratings
    Key Performance Indicator setting9.894 Ratings00 Ratings
    Benchmarking with external data8.165 Ratings00 Ratings
    Integration
    Comparison of Integration features of IBM Planning Analytics and Trezy
    Feature
    IBM Planning Analytics
    9.8
    97 Ratings
    16% above category average
    Trezy
    -
    Ratings
    Flat file integration9.894 Ratings00 Ratings
    Excel data integration9.895 Ratings00 Ratings
    Direct links to 3rd-party data sources9.886 Ratings00 Ratings
    User Ratings
    IBM Planning AnalyticsTrezy
    Likelihood to Recommend
    8.9
    (108 ratings)
    -
    (0 ratings)
    Likelihood to Renew
    9.1
    (5 ratings)
    -
    (0 ratings)
    Usability
    9.7
    (73 ratings)
    -
    (0 ratings)
    Support Rating
    9.7
    (97 ratings)
    -
    (0 ratings)
    Data Sharing and Collaboration
    9.0
    (3 ratings)
    -
    (0 ratings)
    Data Sources
    9.0
    (3 ratings)
    -
    (0 ratings)
    Product Scalability
    9.1
    (1 ratings)
    -
    (0 ratings)
    User Testimonials
    IBM Planning AnalyticsTrezy
    Likelihood to Recommend
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Pros
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Cons
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Likelihood to Renew
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Usability
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Support Rating
    IBM
    No answers on this topic
    Trezy
    No answers on this topic
    Alternatives Considered
    IBM
    As it is related to MS Excel, IBM Planning Analytics is a much more robust and complete solution for the CFO or COO in mind. Oracle Hyperion stacks up nicely against IBM Planning Analytics. However, IBM's investment in AI allows Planning Analytics users more options and speed.
    Read full review
    Trezy
    No answers on this topic
    Return on Investment
    IBM
    • Automate direct data connections to multiple data sources
    • One secured version of the the truth (for data and formulas)
    • Ability to scale to much more detailed planning with option to create predictive forecasts at detail
    • Business user friendly with powerful Excel integration
    • Very flexible and powerful modeling, can handle custom modeling needs at scale
    • Can make the same data available across finance and ops, but at the level of details and timeline that makes sense for them
    Incentivized
    Read full review
    Trezy
    No answers on this topic
    ScreenShots

    IBM Planning Analytics Screenshots

    Screenshot of Workflow managementScreenshot of Income statementScreenshot of Margin analysisScreenshot of Metrics managementScreenshot of Income statementScreenshot of Expense analysis

    Trezy Screenshots

    Screenshot of Real-Time Financial Dashboards: These dynamic dashboards are used to manage a company's cash position, track revenue, and stay informed about its costs and margins over any period.Screenshot of Automated Cash Flow Forecasting: Smart forecasting tools to predict a business's future cash flows, and to build scenarios with Trezy's automated forecasts based on historical data.Screenshot of Bank Balance Consolidation: A display of bank account balances in one place without the need to switch between different banking apps.Screenshot of Zero Manual Entry: A bank account connected to Trezy gains automatic transaction categorization and supplier/customer name recognition.