Delivered Value Immediately
Delivered Value Immediately
Delivered Value Immediately
Delivered Value Immediately
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An FP&A automation platform that connects source systems, models scenarios, and streamlines reporting so finance teams can collaborate and plan in real time.
An FP&A automation platform that connects source systems, models scenarios, and streamlines reporting so finance teams can collaborate and plan in real time.
Industry
SaaS
SaaS
Headquarters
New York, NY
New York, NY
Size
+100 People
+100 People
+100 People
+100 People
Switched
2022
2022
Challenge
We needed a tool that could help us with everything—analytics, account planning, collaboration, health scores, and customer journeys—from onboarding to adoption and success.
“With Planhat's Workflows, each task triggers another task that triggers the following task - it creates a clear and effective process”
Challenge
We needed a tool that could help us with everything—analytics, account planning, collaboration, health scores, and customer journeys—from onboarding to adoption and success.
“With Planhat's Workflows, each task triggers another task that triggers the following task - it creates a clear and effective process”
Challenge
We needed a tool that could help us with everything—analytics, account planning, collaboration, health scores, and customer journeys—from onboarding to adoption and success.
“With Planhat's Workflows, each task triggers another task that triggers the following task - it creates a clear and effective process”
Solution
When we discovered the Customer Portals, we knew Planhat was for us: exactly what we needed to ensure success collaboratively for both ourselves and our customers. Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.
Solution
When we discovered the Customer Portals, we knew Planhat was for us: exactly what we needed to ensure success collaboratively for both ourselves and our customers. Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.
Solution
When we discovered the Customer Portals, we knew Planhat was for us: exactly what we needed to ensure success collaboratively for both ourselves and our customers. Planhat’s flexible health score synthesizes all customer insights into one simple number instead of multiple metrics spread across systems.
Impact
We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place. Using Planhat to onboard new customers has been the cherry on top. With Planhat’s Workflows, each task triggers the next, creating a clear and effective process.
Impact
We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place. Using Planhat to onboard new customers has been the cherry on top. With Planhat’s Workflows, each task triggers the next, creating a clear and effective process.
Impact
We saw very quick time to value. It was easy to bring all our data into Planhat, and all necessary integrations were already in place. Using Planhat to onboard new customers has been the cherry on top. With Planhat’s Workflows, each task triggers the next, creating a clear and effective process.
Planhat
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by
Customers
Recognized as a world-leader by