CoPlanner logo

CoPlanner

by CoPlanner Software and Consulting · Since 1989
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ActiveAvailable globallyCloudOn-premise
Quick facts
VendorCoPlanner Software and Consulting
Year launched1989
StatusActive
LocationCoPlanner Software & Consulting GmbH Grabenstraße 178, 8010 Graz
Countries servedGlobal
Languages11
Integrations3+
Free tier
Free trial
Contact salesYES

About CoPlanner

CoPlanner is a planning software from CoPlanner Software and Consulting that focuses on financial management and controlling. It provides features for efficient financial planning, control, and analysis tailored to the needs of the business. This software includes comprehensive functionalities for budgeting, forecasting, and reporting, ensuring precise financial oversight. Additionally, it offers solutions for various industries and sectors, facilitating better decision-making. CoPlanner supports integrated planning processes which can adapt as the company grows and changes. Key capabilities: financial planning budgeting tools forecasting accuracy reporting functionalities industry-specific solutions Best for: organizations that need reliable financial management and effective controlling solutions.

CoPlanner by CoPlanner Software and Consulting is a comprehensive financial reporting solution tailored to support businesses in achieving better control over their financial planning and analysis processes. It is designed to provide accurate, real-time financial data insights, aiding decision-makers in aligning their business strategies with organizational goals. The platform integrates robust budgeting, forecasting, and planning functionalities, making it a valuable tool for organizations seeking to enhance their financial management. With its flexibility in deployment options—cloud, SaaS, web-based, or on-premise Windows—the software caters to a diverse range of industries and business sizes. The user interface of CoPlanner is thoughtfully designed, prioritizing ease of use while maintaining a professional and clean aesthetic. The platform strikes a balance between functionality and intuitiveness, ensuring that even users with limited technical expertise can navigate the software effectively. Its integration with commonly used tools like Microsoft PowerPoint, Excel, and Word adds to its usability, as users can seamlessly import and export data, reports, and presentations without a steep learning curve.

Pros & Cons

What users like
  • +User-Friendly Interface: Easy to navigate and use, even for those without extensive technical knowledge.
  • +Comprehensive Functionality: Offers a wide range of features for various controlling tasks, including planning, forecasting, analysis, and reporting.
  • +Customizable: Can be tailored to specific business needs and workflows.
  • +Strong Integration Capabilities: Seamlessly integrates with other systems and data sources.
  • +Robust Security: Protects sensitive financial data with advanced security measures.
  • +Excellent Support: Provides dedicated support and training to users.
  • +AI-Powered Features: Leverages AI for advanced analysis and predictions.
  • +Cost-Effective: Offers a good price-performance ratio.
What users flag
  • Limited Market Presence: Compared to larger software providers, CoPlanner may have a smaller market presence.
  • Steep Learning Curve: While the interface is user-friendly, mastering all the features may require some time and training.
  • Dependency on Vendor: Relying heavily on CoPlanner for controlling functions could create vendor lock-in.
  • Potential Customization Limitations: While customization is possible, there might be limitations depending on the specific needs of a business.

Features

Key features

Intuitive and Comprehensive
User-friendly interface with all essential controlling features.
Real-time Insights
Access up-to-date financial data and key performance indicators.
Flexible Customization
Tailor the software to specific business needs and workflows.
Strong Integration Capabilities
Seamlessly integrate with other systems and data sources.
Robust Security
Protect sensitive financial data with advanced security measures.
AI-Powered Features
Leverage AI for advanced analysis and predictions.
Expert Support
Receive dedicated support from experienced professionals.

Additional features

Financial Planning
Develop comprehensive financial plans and budgets.
Cost and Performance Accounting
Analyze cost drivers and improve efficiency.
Business Planning
Create strategic business plans and forecasts.
Consolidation
Combine data from multiple sources for a unified view.
Reporting
Generate customizable reports and dashboards.
Forecasting
Predict future trends and make informed decisions.
Project Controlling
Track project progress and manage resources effectively.
Personnel Controlling
Analyze personnel costs and optimize workforce planning.
Data Integration
Seamlessly integrate with various data sources (e.g., ERP, CRM).
Security and Compliance
Ensure data security and compliance with regulations.
User-Friendly Interface
Intuitive design for easy navigation and data analysis.
Customization Options
Tailor the software to specific business needs and workflows.
Expert Support
Access dedicated support and training.
AI-Powered Insights
Leverage AI for advanced analysis and predictions.

Pricing

Free trial
Free version
Request a quote
Promo Offer

Countries & Languages

Global
Countries served
11
Interface languages
16
Billing currencies

Interface languages

EnglishGermanFrenchItalianSpanishDutchSwedishPortugueseRussianPolishSlovak

Billing currencies

🇺🇸USD🇪🇺EUR🇬🇧GBP🇨🇭CHF🇯🇵JPY🇨🇳CNY🇨🇦CAD🇦🇺AUD🇮🇳INR🇷🇺RUB🇲🇽MXN🇧🇷BRL🇰🇷KRW🇿🇦ZAR🇸🇬SGD🇭🇰HKD

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