---
title: "CostPerform Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about CostPerform Software - reviews, pricing plans, popular comparisons to other Business Management products and more."
source_url: "https://www.capterra.com/p/10010860/CostPerform/"
page_type: "product"
language: "en"
---

# 

 CostPerform Software Review 2026: Features, Reviews, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support)

CostPerform

## What is CostPerform?

CostPerform offers thorough cost & profitability analysis software. It enables finance teams to strategically allocate and manage costs for utmost financial transparency. Leveraging advanced analytics, CostPerform provides actionable insights to optimize costs and elevate profitability. With an intuitive interface, top-tier security, and detailed reporting, financial clarity is at your fingertips. Discover the power of precision with CostPerform.

## What is CostPerform used for?

[Reporting](https://www.capterra.com/reporting-software/)[Business Management](https://www.capterra.com/business-management-software/)[Financial Reporting](https://www.capterra.com/financial-reporting-software/)

Top alternative

Featured

Overall rating

Based on 0 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

### Starting price

Free trial available

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

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## CostPerform Overview

Updated September 2026

AI summary

CostPerform equips midsize and enterprise organizations with tools for job costing, budgeting, and business performance management, supporting cloud, SaaS, web, and Windows deployments. Its features include billable item tracking, cost estimating, scenario planning, customizable reporting, and integration with ERP systems. The platform enables detailed project tracking and financial analysis to aid decision-making and control costs.

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### CostPerform

0.0

VS.

[4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting Price

Contact vendor

Starting Price

Contact vendor

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

0.0 (0)

Ease Of Use

4.2 (952)

Value For Money

0.0 (0)

Value For Money

4.0 (829)

Customer Service

0.0 (0)

Customer Service

4.0 (803)

## CostPerform alternatives

[4.2 (2,073)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

85%

of reviewers

rated it above 4 stars

[QuickBooks Online Advanced](https://www.capterra.com/p/189398/QuickBooks-Online/)

[4.4 (1,050)](https://www.capterra.com/p/189398/QuickBooks-Online/reviews/)

Starting price

$235.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

89%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/189398/QuickBooks-Online/)

[MYOB Acumatica](https://www.capterra.com/p/179531/MYOB-Advanced/)

[4.1 (77)](https://www.capterra.com/p/179531/MYOB-Advanced/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

83%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/179531/MYOB-Advanced/)

Highest Rated

[Adaptive from Workday](https://www.capterra.com/p/130072/Adaptive-Insights/)

[4.5 (235)](https://www.capterra.com/p/130072/Adaptive-Insights/reviews/)

Starting price

Contact vendor for pricing

Pricing Options

Free Trial

Free Version

User Rating

94%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/130072/Adaptive-Insights/)

## FAQs about CostPerform

Overview

### What company size and specific industries is CostPerform built for?

CostPerform is designed for mid-sized to large organizations in financial services, especially banks and insurance providers. It has also been used successfully in telecom, delivery, government, and manufacturing, making it suitable for companies in those sectors that need cost management and performance analysis.

Features and Usability

### What are the key features of CostPerform?

CostPerform offers cost analysis, cost estimating, budgeting and forecasting, what-if scenarios, and scenario planning for financial planning. It also includes reporting and analytics features such as dashboards, ad hoc reporting, charting, KPI monitoring, and visual analytics, plus access controls, audit trails, and ERP integration.

Getting Started and Support

### What training and onboarding options does CostPerform offer?

CostPerform provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars cover scheduled presentations, documentation offers written reference material, and videos provide visual self-paced learning.

Getting Started and Support

### What customer support options does CostPerform offer?

CostPerform provides email/help desk, FAQ/forum, knowledge base, and phone support. These channels give users several ways to find answers or contact support directly. No reviewer feedback is available to describe response times or service quality, so the support experience cannot be characterized from user sentiment.

## Features

AI summary

Based on 1,382 Business Management reviews

According to Capterra reviewers, these are the features buyers prioritize most when evaluating job costing software:

-   **Billing & Invoicing** (**62%** of reviewers rated this feature as critical)
-   **Timesheet Management** (**54%**)
-   **Quotes/Estimates** (**64%**)

CostPerform includes other capabilities that Capterra reviewers also consider important, such as **Time Tracking** (**52%**) and **Project Tracking** (**50%**). Together, these features help businesses monitor labor hours, follow project progress more closely, and keep work aligned with budgets and timelines, giving teams better visibility into day-to-day operations.

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Accounting

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Accounting Integration

Integrate with a third-party accounting system

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Activity Tracking

Track and document all activities across devices, networks, and other systems

Ad hoc Query

One-off queries made on an as-needed basis

CostPerform 93 features

### All Features
- "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.
- Accounting Integration: Integrate with a third-party accounting system
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Activity Tracking: Track and document all activities across devices, networks, and other systems
- Ad hoc Query: One-off queries made on an as-needed basis
- Ad hoc Reporting: Generate one-off reports that meet information requirements
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Approval Process Control: Manage the process of evaluating documents or requests submitted for approval
- Asset Lifecycle Management: Manage assets throughout their lifecycle to optimize profit
- Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws
- Audit Trail: A record of all activities within the system, including user access, changes made, etc.
- Benchmarking: Compare key metrics for the business against prominent players in the industry
- Billable Items Tracking: Track the list of items required to be billed/invoiced to clients
- Bills of Material: Material list of manufacturing parts and associated costs
- Budgeting/Forecasting: Create budgets based on historical data and future projections
- Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting
- Cost Analysis: Analyze and calculate business costs
- Cost Estimating: Forecast the cost and resources required to complete a project
- Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project
- Cost-to-Completion Tracking: Forecast of the expenses necessary for project completion
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Dashboard: Alter the layout and content of dashboards
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Reports: Alter the layout and content of reports
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics
- Dashboard Creation: Creation and customization of dashboards
- Data Connectors: Connect to big data sources
- Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources
- Data Import/Export: Import and export data to and from software applications
- Data Integration: Combining data from different sources and providing a unified view
- Data Management: Ability to handle large datasets
- Data Security: Protect sensitive data for digital privacy
- Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency
- Data Visualization: Graphical representation of data
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- Estimating: Estimate expected cost based on various factors before a project begins
- Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk
- Financial Management: Plan, manage, and track the financial activities of an individual or organization
- Financial Reporting: Generate reports to assess the financial performance of an organization
- Fixed Asset Management: Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history
- Forecasting: Form predictions based on past and present data/trends
- Fund Accounting: Manage revenue acquired through grants, donations, and other sources (accountability vs. profitability)
- General Ledger: Centralized accounting record which tracks all financial transactions
- Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time
- Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time
- Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity
- KPI Monitoring: Tracking the status of previously identified performance measurements
- Labor Cost Reporting: Report on the allocation and distribution of labor costs across projects
- Mobile Access: Access software remotely via mobile devices
- Multi-Company: Manage the accounting and financial aspects of multiple locations or companies in a single location
- Multi-Currency: Manage and handle various international currencies
- Multi-Department/Project: Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location
- Multi-Location: Manage and support multiple locations
- Multiple Data Sources: Allows users to manage data from a number of sources
- OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data
- Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc.
- Predictive Analytics: Predict future data based on historical data sets
- Profit/Loss Statement: A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time
- Progress Reports: Document and report the progress of ongoing projects
- Progress Tracking: Reporting on how each user, task or process has advanced since its initiation
- Project Accounting: Manage and track financials on a project-to-project basis
- Project Tracking: Monitor the progress of projects from start to finish
- Projections: Estimate or forecast of a future scenario based on the study of present trends
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Sales Tax Management: Calculation of consumption tax imposed on the sale of goods/services
- Scenario Planning: Develop potential scenarios to identify risks and opportunities
- Scheduled/Automated Reports: Set a time to generate routine reports automatically
- Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions
- Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department
- Self-Service Reporting: Allow users to create their own reports and financial statements
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Time Tracking: Measure and track time including hours worked and paid time off (PTO)
- Transaction History: Record of all transactions such as purchases, deposits, withdrawals and transfers within a specific period
- Trend Analysis: Review data from past periods to reveal recurring tendencies and predict future performance
- Trend/Problem Indicators: Visually identify direction of development and areas that require attention
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- Vendor Management: Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.
- Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data
- Widgets: An extended application or connector that enables users to perform additional services with their current set of tools
- Workflow Management: Create, design and manage workflows for repetitive tasks

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## Support, customer service and training options

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

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