"The ability to generate comparison financial reports between multiple scenarios, and make changes on the fly is very impressive. Clients are amazed by the quality and flexibility of the output. Our business demands that any financial model we build be accurate, complete, and transparent; we get all three and more from Whitebirch Planning."

Patick Mooney - Managing Director

" 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

Gregory M. Cote , CFO

"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

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

Robert Drell - CFO

“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

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.

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.