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Overview
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Starting Price
Custom
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
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
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
Cost Center Planning
Enables structured planning cycles with top-down and bottom-up collaboration across departments and cost centers.
Excel Add‑In
Allows importing/exporting data, locking tables, creating summary views, and direct reporting updates within Excel.
Chart of Accounts (COA)
Supports fully customizable COA setups with account codes, descriptions, and categories aligned to enterprise structures.
Controlling
Finance admins and CFOs can oversee active planning cycles, archive plans, and implement strict role-based controls for planning oversight.
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Frequently Asked Questions
What pricing plans are available?
Monthly ($75/user), 1-Year ($300/user), 2-Year ($550/user), and 3-Year ($675/user) options. Custom quotes are also available.
What apps does Plan.UseWise integrate with?
Plan.UseWise integrates directly with Microsoft 365, including Excel and SharePoint.
Is there a mobile version of Plan.UseWise?
No, there is currently no mobile app.
What languages does Plan.UseWise support?
The software supports English.
What support options does it offer?
Support is available via phone, email, help forms, and FAQs.
Who typically uses Plan.UseWise?
Finance teams and planners in industries like hospitality, logistics, consulting, and marketing.