Corporate Planner logo

Corporate Planner

by Account-Ability Ltd · Since 1998
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Active1+ countriesCloudOn-premise
Quick facts
VendorAccount-Ability Ltd
Year launched1998
StatusActive
LocationSilverwood House 15 Charlton Park Gate Cheltenham Gloucestershire GL53 7DJ
Countries served1+
Languages1
Integrations1+
Free tier
Free trial
Contact salesYES

About Corporate Planner

Corporate Planner is a planning software from Account-Ability Ltd that assists organizations in managing their corporate strategies. It provides tools for budgeting, forecasting, and performance tracking so businesses can make informed decisions. The software supports collaboration among team members with features like real-time updates and document sharing. Users can create detailed reports and analyze data trends to better understand their financial position. Key capabilities: budgeting tools forecasting features performance tracking collaboration tools reporting and analytics Best for: organizations and corporate teams that need to manage financial planning and strategic initiatives effectively.

Corporate Planner by Account-Ability Ltd is a comprehensive financial planning and reporting software designed to streamline budgeting, forecasting, and reporting processes for small, medium, and large organizations. The software's primary purpose is to provide an integrated solution for financial planning and analysis, ensuring that businesses can effectively manage their financial data and make informed decisions. Key features include data import/export, basic reports, and online customer support. The user interface of Corporate Planner is intuitive and user-friendly, making it easy for users to navigate and utilize its various functionalities. The design is clean and modern, with a focus on simplicity and efficiency. Unique design elements, such as drag-and-drop functionality and customizable dashboards, enhance the user experience and allow for a more personalized approach to financial planning. In terms of functionality and features, Corporate Planner offers a range of tools to support financial planning and analysis. Distinctive features include advanced scenario planning, budget vs. actual analysis, and real-time reporting capabilities. These features set Corporate Planner apart from its competitors, providing users with the flexibility and accuracy needed to manage complex financial data.

Pros & Cons

What users like
  • +1. Allows for comprehensive budgeting and forecasting capabilities
  • +2. Facilitates strategic planning and scenario analysis for improved decision-making
  • +3. Streamlines financial reporting processes for increased efficiency
  • +4. Provides real-time insights and performance tracking for better control and monitoring
  • +5. Integrates with external systems for seamless data exchange and enhanced data integrity
What users flag
  • 1. Steep learning curve for new users
  • 2. Limited customization options for reports and dashboards
  • 3. Lack of integration with third-party accounting software
  • 4. Occasional bugs and glitches that require troubleshooting
  • 5. High initial cost for implementation and ongoing support
  • 6. Limited support for mobile devices and operating systems.

Features

Key features

1. Combines operational budgeting, planning, and forecasting in a single platform.
2. Offers functionalities for P&L (Profit and Loss), balance sheet, and cash flow planning & reporting.
3. Enables multi-company consolidation for group financial statements.
4. Improved Efficiency and Accuracy
5. Reduces planning cycle times through automation and streamlined processes.
6. Ensures data accuracy through seamless connections to existing enterprise systems (ERP, accounting software, etc.).
7. Minimizes errors with automated data transfer and drill-down capabilities for transaction details.
8. Flexibility and Scalability
9. Adapts to the specific needs of various sectors (automotive, healthcare, finance, etc.).
10. Scales to accommodate businesses of all sizes, from small enterprises to large corporations.
11. Collaboration and Transparency
12. Provides a central platform for all budgeting, planning, and reporting activities.
13. Fosters collaboration among departments with shared access to real-time data.
14. Improves transparency by ensuring everyone works with the same figures.
15. Advanced Reporting and Analysis
16. Generates automated reports and facilitates dynamic analysis.
17. Enables users to retrieve data for in-depth analysis at any time.
18. Offers customizable dashboards for data visualization.
19. Scenario Planning
20. Allows for the creation of "what-if" scenarios to model potential outcomes based on different variables.

Additional features

1. Operational Budgeting, Planning, Forecasting & Reporting
2. Integrated P&L, Balance Sheet & Cash Flow Statement Planning
3. Sales Planning, Forecasting & Reporting
4. Financial Consolidation
5. Flexible planning for all operational plans & forecasts
6. Management reporting pack
7. Multi-dimensional sales planning, forecasting and reporting
8. Multi Company integrated P&L, balance sheet and cash flow planning & reporting
9. Statutory financial consolidation
10. Seamless connection to existing systems (ERP, accounting software, etc.)
11. Fast and efficient implementation consultancy
12. Initial and ongoing training
13. Highly bespoke ongoing support
14. User-friendly interface
15. Customizable dashboards
16. Drill-down capabilities for transaction details
17. Automated report generation
18. Scenario planning

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
14
Billing currencies

Available in

All Countries.

Interface languages

English

Billing currencies

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

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