--- title: "Corporate Planner Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Corporate Planner Software - reviews, pricing plans, popular comparisons to other Business Management products and more." source_url: "https://www.capterra.com/p/174588/Corporate-Planner-Sales/" page_type: "product" language: "en" --- # Corporate Planner 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) Corporate Planner ## What is Corporate Planner? Corporate Planner is a software for multidimensional analysis for better planning and simulation functions. ## What is Corporate Planner used for? [Risk Management](https://www.capterra.com/risk-management-software/)[Strategic Planning](https://www.capterra.com/strategic-planning-software/)[Business Management](https://www.capterra.com/business-management-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €299 Per Feature, Per Month Free trial not available Free version not included 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 Corporate Planner?[Manage this product listing](https://www.g2.com/products/corporate-planner/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. ### Corporate Planner 0.0 VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price €299 Per Feature, Per Month 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 (57) Value For Money 0.0 (0) Value For Money 4.0 (51) Customer Service 0.0 (0) Customer Service 4.0 (55) ## Corporate Planner 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 [4.5 (15)](https://www.capterra.com/p/47491/Corporater-Business-Management-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Bob Finance](https://www.capterra.com/p/219079/Mosaic/) [4.8 (57)](https://www.capterra.com/p/219079/Mosaic/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/219079/Mosaic/) Highest Rated [Farseer](https://www.capterra.com/p/167473/Farseer/) [4.9 (21)](https://www.capterra.com/p/167473/Farseer/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/167473/Farseer/) ## FAQs about Corporate Planner Overview ### What company size and specific industries is Corporate Planner built for? Corporate Planner is designed for business planners in companies of all sizes across all industries, with a focus on operational and strategic management, integrated financial planning, and consolidation. It fits organizations that need structured planning and reporting rather than a specific sector-specific workflow. Features and Usability ### What are the key features of Corporate Planner? Corporate Planner offers budgeting and forecasting, scenario planning, and "What If" scenarios for financial planning. It includes financial reporting, ad hoc reporting, dashboards, KPI monitoring, and real-time analytics for performance tracking. Additional features include consolidation/roll-up, cash flow management, risk management, role-based permissions, and third-party integrations. Getting Started and Support ### What training and onboarding options does Corporate Planner offer? Corporate Planner provides in person training, live online sessions, webinars, documentation, and videos. In person and live online sessions support guided instruction, webinars cover shared training topics, documentation offers written reference material, and videos provide visual learning resources for teams. Getting Started and Support ### What customer support options does Corporate Planner offer? Corporate Planner provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. With no reviewer feedback available on support experiences, the available channels can be listed, but response speed, helpfulness, and common frustrations cannot be described from user sentiment. ## Features AI summary Based on 6,813 Business Management reviews Capterra data shows that buyers of Business Management software rank the following features as their top priorities: - **Workflow Management** (**57%** of reviewers rated this feature as critical) - **Client Management** (**57%**) - **Task Management** (**55%**) Corporate Planner includes **Workflow Management**, but it does not include **Client Management** or **Task Management**. Its support for **Workflow Management** helps businesses create more consistent processes, improve coordination across teams, and keep work moving through defined steps, helping teams maintain visibility and complete work more efficiently. Accounting Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Ad hoc Reporting Generate one-off reports that meet information requirements 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. Budgeting/Forecasting Create budgets based on historical data and future projections Business Process Automation Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Corporate Planner 73 features ### All Features - "What If" Scenarios: Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities - Accounting: Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. - Ad hoc Reporting: Generate one-off reports that meet information requirements - 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. - Budgeting/Forecasting: Create budgets based on historical data and future projections - Business Process Automation: Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes - Cash Flow Management: Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commenting/Notes: Leave comments and notes on documents for others to view - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - 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 Import/Export: Import and export data to and from software applications - Data Mapping: Track the management and flow of data throughout the organization - Data Visualization: Graphical representation of data - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Employee Management: Track employee schedules, availability, and performance across projects and tasks - Expense Tracking: Monitor and record expenses such as purchases or charges incurred - 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 - Generative AI: Use AI to generate content in the form of text, images, videos, etc. - HR Management: Automates core HR functions such as talent management, employee evaluation and learning management - Investment Management: Manage and handle financial assets as well as other investments. - 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 - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - 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-Language: Manage and support multiple languages - Multiple Data Sources: Allows users to manage data from a number of sources - Operational Risk Management: Manage risk that occurs from systems failure or inadequate processes - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - 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 - Prioritization: Arrange tasks based on the level of priority or urgency - 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 - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Project Management: Plan and coordinate all the resources, costs and time needed to execute assignments - Project Planning: Organize and schedule projects - Publishing/Sharing: Share pre-configured sets of data organized and presented in a specific manner with the organization - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Reporting: Active reporting of data and metrics - 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 - Risk Analysis: Analyze potential risks across the organization - Risk Assessment: Initiate collection and analysis of known risks - Risk Management: Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties - Risk Reporting: Reporting of risks associated with specific actions, events, or entities - Risk Scoring: Assess and score risks using risk matrices - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Scorecards: Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions - 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 - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - 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 - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data - 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 Basic €299.00 Per Feature,Per Month 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. 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