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  Customers (Partial listing)
   
  ActiveCare Network
  Activos Inmobiliarios
  Ag Leader Technology
  Al Qatahni
  Albany International Corp
  Allied West Paper Co
  APCO Int'l
  Applied Energy
  Arryx, Inc.
  Aspen Capital Partners
  Aviatreasury GmbH
  B2B CFO®
  BL Wireless
  BMB Munai
  Bottomline Strategies
  Bow Plumbing
  Brando Consulting
  BroadVoice
  Buggs Island Telephone
  CapitolOne Southcoast
  CardioMag Imaging, Inc
  Caturano and Company
  Catholic Home Health Systems
  Clover Industries, Inc
  Consultoria En Finanzas, S.C.
  Contract Pharmaceuticals Ltd
  Cornerstone Therapeutics
  Corporate Services Int
  Country Creek Farms
  Creighton University
  CoreSite - A Carlyle Company
  Crystal Clean Sweeping
  Customer Impact Marketing
  Cygnet Holdings
  d'Escoto, Inc
  DailyAccess
  Daniel Smith Co
  digiChart Inc
  Dragnet Solutions
  Edwards Martin Group, LLC
  F&W Forestry Services, Inc
  FAS Group
  Firmus Business Solutions
  Galen Capital Corp
  Garden State Healthcare
  Grace Capital
  Gumiyo
  Gustafson & Co, Inc
  CapitalOne Southcoast
  Hickory Springs Mfg. Co
  Hoover & Strong
  IDT Finance
  Immunetics
  It'z Resuarants
  Leica Microsystems
  Logic 20/20
  Longtitude Advisors
  Magbee Contractor Supply
  Margaret Mary Com Hospital
  Marketing Bridge
  Massachusetts Housing Partnership
  Masters Intl
  Mayflower Capital LLC
  Millard Lumber
  Mid-Rivers Telephone
  Moss Adams
  Mountain Madness
  Mycom International, Inc
  Network Hardware Resale
  New World Home
  neutralSpace
  Northstar Steel & Aluminum
  Nov8ive, Inc
  NY Accessory Group
  Optimal Solutions
  Originate Ventures
  Osterman & Company
  Paladin Group
  Parkwood Advisors
  PassPack
  Pay Plus Benefits, Inc
  Petters Group Worldwide
  Phulas Inc
  Pine Valley Foods
  PUMA
  RadioMetrix Solutions
  RainForest Springs
  Rapid Intake, Inc
  RedApple Development
  Reid & Wright
  Royalton Financial Services
  S Blaine Capital, LLC
  Saf-T-Gard
  SHOP.COM
  SnapNames.com
  Snap Worldwide
  SonicScrubbers
  SSG Innovations
  Stone Industrial/PPG
  Stonewall Kitchens
  Storage Equipment, Inc
  Strategic Asset Mgmt Solutions
  Surgery Center Partners
  Sutec
  Takata
  Tamgo
  Telogis, Inc
  Terk Consulting
  Trilogy Glass & Packaging, Inc
  Ultron Lifts
  Vision Bankcard
  Vornado
  Webster Consulting
  Xhale
  Zoove
  Zumstein
     
Testimonials  
     
  eLearning Company  
     
 

" Have I said how incredibly awesome your software is lately? It would take hours whenever I wanted to make changes in my spreadsheets when preparing for presentations to potential investors. Whitebirch Planning is so much easier to use and is so much more powerful. "

Garin Hess - CEO

 
     
  Biometric Security Systems  
     
 

"Whitebirch Planning has made a big difference in our ability to analyze our financial model and the impact of business opportunities presented to us by partners, vendors and customers. We love your product."

Gregory M. Cote , CFO

 
     
  Business Planning and Preparation  
     
 

 

"I want to send a note to say how much I appreciate Whitebirch Planning. As a business planner, it makes financial modeling 100x faster, cleaner and simply- better! I use the program every day. Financial models on excel used to take up to 20 hours on average. With Whitebirch Planning, they usually take less than 5 hours to complete! This is an enormous benefit to my company. In addition, I can't thank you enough for all of your customer support. You are always accessible and responsive. This means the world to me and my company. I would highly recommend Whitebirch Planning to anyone seeking a superior financial projections system."

Camille G. Terk, President

 
     
  Safety Products Manufacturing  
     
 

"Just wanted you to know again, that the program is fantastic! "

Robert Drell - CFO

 
     
  Chief Financial Officer firm  
     
 

“I am extremely impressed with the user interface and the ability to create numerous scenarios and roll ups to multiple departments or business entities ”

Mark Gandy - CPA

 
     
     
  Case Studies  
     
  Community Hospital  
 

 

 
 

Margaret Mary Community Hospital

 
     
 

Company: Margaret Mary Community Hospital, a not-for-profit 34-bed critical access hospital in Batesville, IN.

Challenge: Create a 10-year financial projection to be used for strategic planning in just two weeks. The CFO found a powerful, flexible solution in Whitebirch Planning but had no time to learn the software.

Solution: Tap outsourced professional services from Whitebirch Software's Extended Business Services.

Results: Using hospital data in standard Excel spreadsheets, the Whitebirch team leveraged the software's integration tools to build a projection-ready model in just six hours. The CFO was able to present a solid 10-year financial projection and test multiple scenarios for his management team.

 
     
  Technology Incubator  
 

 

 
 

The Petters Group Worldwide, Springworks

 
     
 

Company: SpringWorks, LLC is an investment company that seeks to discover and nurture emerging technologies.

Challenge: Help startups with no full-time CFOs create credible financial reports to secure investor funding.

Need: A more robust tool than Excel spreadsheets to enable potential investors to test many business scenarios and assumptions, to see when the startup might be profitable.

Solution: Use Whitebirch Planning, a Web-based, best-of-breed financial modeling solution that enables real-time collaboration and gives users total confidence in the numbers.

Results: SpringWorks used Whitebirch Planning to quickly build a solid five-year financial model. Because the solution is Web-Based, it was easy to share projections with investors in multiple locations and field requests to see alternate scenarios in real-time. SpringWorks was able to close more than $30 million in new financing for the startup and has continued to leverage the software to help other portfolio companies.

 
     
 

 

 
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Call: 800-335-1243 or 978-565-1555