--- title: "TruePlan Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about TruePlan Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/10027469/TruePlan/" page_type: "product" language: "en" --- # TruePlan 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)[Integrations](#integrations)[Support](#support) TruePlan ## What is TruePlan? TruePlan by Otelier is the leading budgeting and forecasting software for the hospitality industry. TruePlan assists with financial planning through purpose-built drivers and predictive models for hospitality. TruePlan aggregates data into one single source of the truth across your portfolio from property management and accounting systems through 440+ pre-built integrations. TruePlan enables hoteliers to cut the time spent doing budgeting and forecasting by 30% by aggregating data from different systems and properties and eliminating manual data, while powering better decisions that can yield 1-3% increase in Gross Operating Profit. ## What is TruePlan used for? [Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not 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... Do you work for TruePlan?[Manage this product listing](https://www.g2.com/products/trueplan-by-otelier/claim_requests/new?auto=true) ## 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. ### TruePlan 0.0 VS. [4.4 (3,329)](https://www.capterra.com/p/120109/Xero/reviews/) Starting Price Contact vendor Starting Price $25 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 4.4 (7,763) Value For Money 0.0 (0) Value For Money 4.2 (6,671) Customer Service 0.0 (0) Customer Service 4.0 (6,376) ## TruePlan alternatives [4.5 (1,774)](https://www.capterra.com/p/66908/Workday-HCM/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.0 (629)](https://www.capterra.com/p/174753/Sage-50cloud/reviews/) Starting price $124.42 Per User, Per Month Pricing Options Free Trial Free Version User Rating 76% of reviewers rated it above 4 stars Highest Rated [4.5 (2,676)](https://www.capterra.com/p/56250/Procore/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars ## FAQs about TruePlan Overview ### What company size and specific industries is TruePlan built for? TruePlan is designed for hospitality brands, owners, and operators of businesses of various sizes that need better budgeting and forecasting. It fits organizations in the hospitality sector, including those focused on reducing costs, saving time, and improving profit management across their operations. Features and Usability ### What are the key features of TruePlan? TruePlan offers financial planning and analysis tools such as forecasting, scenario planning, and "What If" scenarios, along with reporting and analytics features like ad hoc reporting, customizable reports, dashboards, and data visualization. It also includes accounting functions, including general ledger, cash management, billing and invoicing, and multi-company support. Integrations ### Which third-party tools and platforms does TruePlan integrate with? TruePlan integrates with over 40 third-party tools and platforms across hospitality, workforce, and experience management. Key integrations include ADP DataCloud, Amadeus, Cloudbeds, Deputy, Infor CloudSuite, Lightspeed, Mews, and Medallia Experience Cloud, along with Book4Time, HotelKey, Maestro PMS, and Netchex. Getting Started and Support ### What training and onboarding options does TruePlan offer? TruePlan provides in person training, live online sessions, webinars, documentation, and videos. In person and live online formats support guided instruction, webinars offer group learning sessions, documentation provides written reference material, and videos allow teams to review product guidance on their own schedule. Getting Started and Support ### What customer support options does TruePlan offer? TruePlan provides email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live rep, and chat. User feedback on support quality is not available here, so no claim can be made about response speed, helpfulness, or common service issues. ## Features AI summary Based on 1,580 Budgeting reviews Capterra data shows that buyers of budgeting software rank the following features as their top priorities: - **Reporting/Analytics** (**60%** of reviewers rated this feature as critical) - **Data Import/Export** (**55%**) - **Profit/Loss Statement** (**57%**) TruePlan supports all three of the features reviewers rate most highly: **Reporting/Analytics**, **Data Import/Export**, and **Profit/Loss Statement**. Together, these capabilities help businesses track financial performance, move data in and out of the system more easily, and review profitability with greater clarity, allowing teams to make better budgeting decisions and keep financial planning on track. 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. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities 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 TruePlan 38 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. - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - 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 - Billing & Invoicing: Create, manage, and send invoices or bills to customers - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Chart of Accounts: A financial statement that lists a company's accounts and details the account type and balance - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customizable Reports: Alter the layout and content of reports - Dashboard Creation: Creation and customization of dashboards - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Expense Management: Plan, pay and track business related expenses. - 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 - Forecasting: Form predictions based on past and present data/trends - General Ledger: Centralized accounting record which tracks all financial transactions - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - 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 - 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 - Purchase Order Management: Create, send, and track purchase orders and their statuses - Real-Time Data: Receive data and information in real time - Real-Time Reporting: Active reporting of data and metrics - Receipt Management: Upload, track, and submit receipts in a central database - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Self-Service Reporting: Allow users to create their own reports and financial statements - 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 - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing ### Starting price Free trial not available ## Integrations [ Xero](https://www.capterra.com/p/120109/Xero/)[ Paychex](https://www.capterra.com/p/119841/Paychex-Flex/)[ OpenTable](https://www.capterra.com/p/17313/OpenTable-for-Restaurants/)[ Deputy](https://www.capterra.com/p/167811/Deputy/)[ Sage Accounting](https://www.capterra.com/p/168740/Sage-One-UK/)[ ResNexus](https://www.capterra.com/p/129392/Reservation-Nexus/)[ Salesforce Platform](https://www.capterra.com/p/268338/App-Cloud/)[ Cloudbeds](https://www.capterra.com/p/158839/Cloudbeds/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## 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 ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.