Plan.UseWise Specifications
Financial Management
Project Management
Sales and Marketing Automation
Supply Chain Management
What Is Plan.UseWise?
Plan.UseWise is a Microsoft 365-native SaaS tool for cost center planning, budgeting, and reporting. Designed for mid to large enterprises, it allows finance and department managers to collaborate within familiar tools like Excel. The solution automates planning cycles, expense tracking, and reporting for improved accuracy and control. Plan.UseWise enables controlling with the fast and simple creation of the planning cycle and empowers multiple managers and line managers to collaborate in real-time on budgeting, expense allocation and reporting
What Is Plan.UseWise Best For?
Plan.UseWise is best known for its real-time cost center planning and budgeting features that include simple plan creation, seamless collaboration within Excel interface, and customizable chart of accounts, making it ideal for finance teams already working in Microsoft 365.
Plan.UseWise Pricing
- Monthly Plan: $75/user
- One-Year Plan: $300/user
- Two-Year Plan: $550/user
- Three-Year Plan: $675/user
Contact us to get a tailored Plan.UseWise pricing quote.
Disclaimer: Pricing is subject to change.
Plan.UseWise Integrations
- Native integration with Microsoft 365
- Works seamlessly with Excel and SharePoint
Who Is Plan.UseWise For?
Plan.UseWise app can be used by businesses of all sizes and types, with many companies and many cost centers per company and complex multiple charts of accounts. Plan.UseWise is designed for professionals in:
- Logistics
- Consulting
- Marketing
- Hotel & Hospitality
Schedule a free demo of Plan.UseWise to explore its features.
Is Plan.UseWise Right For You?
If your team relies on Microsoft 365 for financial planning, Plan.UseWise provides a purpose-built solution to handle budgeting, cost tracking, and collaborative planning. Its robust Excel add-in, COA flexibility, and top-down control features make it ideal for complex, multi-department organizations.
Still have questions? Call us at (661) 384-7070 for expert guidance.
Plan.UseWise Features
Enables structured planning cycles with top-down and bottom-up collaboration across departments and cost centers.
See How It WorksAllows importing/exporting data, locking tables, creating summary views, and direct reporting updates within Excel.
See How It WorksSupports fully customizable COA setups with account codes, descriptions, and categories aligned to enterprise structures.
See How It WorksFinance admins and CFOs can oversee active planning cycles, archive plans, and implement strict role-based controls for planning oversight.
See How It Works