# CoPlanner Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about CoPlanner Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/196921/Coplanner-Enterprise --- # CoPlanner Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. Independent research methodology Capterra’s researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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[Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/) [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) CoPlanner ## What is CoPlanner? Imagine a controlling software that is as simple as it is powerful. A software that delivers all critical information at a glance, supporting your decisions with precision. Imagine having exactly the data you need at any moment, right in front of you—in real-time, on an intuitive interface that makes even complex analyses seem effortless. With just one click, you can simulate scenarios and immediately see how market changes will impact your business. No more last-minute adjustments, no more exhausting coordination between departments—just clear, reliable forecasts that you and your team can proudly present. With CoPlanner, the frustration of outdated systems disappears. The fear of not being able to provide precise forecasts in critical moments becomes a thing of the past. CoPlanner is your customized co-pilot for success. ## What is CoPlanner used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Business Performance Management](https://www.capterra.com/business-performance-management-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/) Top alternative Featured Overall rating Based on 11 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €1000 Per Feature, Per Month 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... Do you work for CoPlanner?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=https://www.coplanner.com&name=CoPlanner) ## 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. ### CoPlanner 4.5 (11) VS. [4.3 (684)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price €1000 Per Feature, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.6 (11) Ease Of Use 4.2 (610) Value For Money 4.6 (11) Value For Money 4.0 (517) Customer Service 4.8 (11) Customer Service 4.0 (549) ## CoPlanner alternatives [4.2 (2,035)](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 [3.9 (423)](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 72% of reviewers rated it above 4 stars Highest Rated [4.4 (3,290)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [4.4 (105)](https://www.capterra.com/p/62308/CCH-Tagetik/reviews/) Starting price $50000.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 95% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/196921/Coplanner-Enterprise/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Income & Balance Sheet 4.4 (5) 100.00% of 5 reviewers that rated this feature as important or highly important A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Reporting/Analytics 4.6 (5) 100.00% of 5 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Budgeting/Forecasting 4.8 (4) 100.00% of 4 reviewers that rated this feature as important or highly important Create budgets based on historical data and future projections Approval Process Control 4.7 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Manage the process of evaluating documents or requests submitted for approval Data Visualization 3.7 (3) 100.00% of 3 reviewers that rated this feature as important or highly important Graphical representation of data Goal Setting/Tracking 4.0 (3) 66.67% of 3 reviewers that rated this feature as important or highly important Establish measurable goals and objectives and track their progress over a specific period of time CoPlanner 73 features Method used in decision-making that allows businesses to input variables to forecast potential outcomes or possibilities Define levels of authorization for access to specific files or systems Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc. Dashboard to view the status of ongoing processes, identify current incidents and track past activities Track and document all activities across devices, networks, and other systems One-off queries made on an as-needed basis Generate one-off reports that meet information requirements Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Manage the process of evaluating documents or requests submitted for approval A record of all activities within the system, including user access, changes made, etc. Compare key metrics for the business against prominent players in the industry Create budgets based on historical data and future projections Monitoring, analysis, and projection of the movement of cash into and out of a business over a specific period Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances Provides a channel for team members to share media files, communicate, and work together Track and manage adherence to policies for any service, product, process, or supplier Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Add customized logos and colors to align with company branding Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Assembly of graphs and charts for visualizing and tracking statistics/metrics Creation and customization of dashboards Analyze survey results via statistical testing or crosstabs directly within the software Merge data from multiple sources to a single data set Connect to big data sources Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Combining data from different sources and providing a unified view Ability to handle large datasets Track the management and flow of data throughout the organization AI method of discovering or extracting data patterns from larger volumes of data Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency Translate EDI formats into data suitable for use with company applications. Graphical representation of data Assemble applications and processes by dragging over and arranging pre-built components Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk Plan, manage, and track the financial activities of an individual or organization Form predictions based on past and present data/trends Establish measurable goals and objectives and track their progress over a specific period of time A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time Edit and personalize data view as needed Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity Tracking the status of previously identified performance measurements Collect and maintain structured information that describes data or content Access software remotely via mobile devices Manage the accounting and financial aspects of multiple locations or companies in a single location Allows users to manage data from a number of sources Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Predict future data based on historical data sets A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Evaluate the degree to which business operations bring monetary gains Reporting on how each user, task or process has advanced since its initiation Share pre-configured sets of data organized and presented in a specific manner with the organization Analyze and gain insights into data in real-time Receive data and information in real time Active monitoring of systems, applications, or networks Active reporting of data and metrics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns View and track pertinent metrics to find patterns and gain insights from data Set & manage permission levels based on user roles and restrict access to only authorized individuals Visual representation of performance data, enabling users to monitor progress, identify trends, and make data-driven decisions Search and filter data across systems to locate required information by entering keywords or certain criteria Securely stores data to prevent data loss or breaches Access, combine, transform, and store data without the help of an IT department Allow users to create their own reports and financial statements At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Visually identify direction of development and areas that require attention Interact with data visualization elements, such as charts and graphs, to drill down into data Create, design and manage workflows for repetitive tasks Get Advice We can help you find the software with the features you need. Features 4.5 (11) 4.5 Based on 11 reviews ## Pricing Value for money 4.6 (11) Free Trial Basic €1,000 Per Feature,Per Month Value for money 4.6 (11) 4.6 Based on 11 reviews ## Integrations [ Microsoft PowerPoint](https://www.capterra.com/p/141633/PowerPoint/)[ Microsoft Excel](https://www.capterra.com/p/176574/Excel/)[ Microsoft Word](https://www.capterra.com/p/227146/Microsoft-Word/) 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 Customer Service 4.8 (11) 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 Customer Service 4.8 (11) 4.8 Based on 11 reviews ## User reviews Overall rating 4.5 Based on 11 reviews Filter by rating 5(6) 4(5) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent JT Joachim T. Teamleiter ERP Management und Business Intelligence Information Technology and Services ### "Flexibel, transparent und performant aber ausbaufähig" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 5.0 5.0 Likelihood to Recommend 7/10 September 19, 2024 CoPlanner lässt sich gut umbauen und Erweitern, wenn man am Anfang beim Modellieren etwas aufpasst. Komplizierte Berechnungen lassen sich durch die Nähe zum SQL-Server leicht per SQL lösen. Die Performance ist bei ausreichendem Speicher sehr gut. Pros Hohe Flexibilität und Transparenz beim Modellieren. Cons Beim Erfassen auf Knoten kann man nicht die Verteilung auf darunterliegende Werte verhindern. Bestehende Werte unterhalb des Knotens werden ohne Rückfrage überschrieben. Um einen Wert auf dem Knoten direkt zu erfassen muss man in die Detailansicht gehen. Das macht den Aufbau einfacher Eingabeformulare umständlich. Das muss doch in Zukunft zu fixen sein, oder? Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NR Norbert R. Controlling Leiter Civic & Social Organization ### "Flexible Planungslösung - tolles Produkt" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 16, 2024 der Support hilft bei allen Problemen sofort, Finanzplanung/Finanzreporting ohne Coplanner nicht mehr vorstellbar Pros Flexible Planungs- und Forecast Lösung, die komplexe Strukturen abbilden kann. Cons bei riesigen Datenmengen braucht es einen Workaround Alternatives considered [Corporate Planner](https://www.capterra.com/p/174588/Corporate-Planner-Sales/) Reasons for choosing CoPlanner super Support, Workshops werden organisiert und die Probleme gemeinsam diskutiert. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WU Wolfgang U. CFO Management Consulting ### "COPLANNER DIE PLANUNG" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 13, 2024 Ich habe diesen planner selbst im Einsatz und mehrfach bei Kunden eingebunden. In jedem Unternehmen ein Must Have Pros Es ist die flexibelste und beste Planungs Plattform. Von einfachster bis zur detaillierten produktplanung einsetzbar. Cons Keine in den letzten Jahrzehnten gefunden Switched from [Corporate Planner](https://www.capterra.com/p/48788/Corporate-Planner/) Nicht flexibel schlechter Darstellungsaufbau Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CM Christina M. Kaufmännische Leitung Construction ### "Tooles und flexibles Auswertungs- und Budgetierungstool" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 13, 2024 Ich nutze das Tool nunmehr seit ca. 15 Jahren. Wir haben CoPlanner bei meinem vorangegangenen Arbeitgeber eingeführt. Und nachdem ich bei meinem aktuellen Arbeitsgeber die Gelegenheit bekommen hatte, bei der Auswahl eines neuen BI-Tools mitzuwirken, habe ich CoPlanner unmittelbar ins Spiel gebracht und bin froh, dass die Entscheidung dafür fiel. Wir nutzen das Tool aktuell primär für Reportingzwecke und die rasche Datenausgabe und -analysemöglichkeit. Mittelfristig ist zudem auch der Aufbau der integrierten Planung in CoPlanner angedacht. Pros Der gesamte CoPlanner Team, dass immer mit Rat und Tat zur Seite steht, ehrliches Feedback gibt und auch Sparingpartner ist, wenn man Gefahr läuft, sich zu verrennen. Das habe ich noch bei keinem anderen Softwareanbieter so erlebt. Danke!! Die Flexibilität des Tools. Und aus Sicht der Enduser kann ich sagen die Einfachheit in der Nutzung der Masken. Cons Auch nach längerem Nachdenken fällt mir nichts ein. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. FK Fabian K. Senior Manager Controlling Systems Computer Software ### "CoPlanner für die Unternehmenssteuerung und Unternehmensplanung" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 5, 2024 Im allgemeinen ist der CoPlanner ein gutes und solides Tool im Finanz-und Controllingbereich für kleinere und mittelständische Unternehmen, die ein performantes Tool für die Unternehmenssteuerung und Unternehmensplanung suchen. Pros Einfaches und übersichtliches Interface sowie hohe Performance im Webbrowser Cons Teilweise zu starre Dimensionen und Funktionen. Viel Customizing je nach Bedarfs- und Anwendungsfall notwendig (hängt aber sehr stark vom Unternehmen und den Prozessen ab und variiert daher sicherlich von Unternehmen zu Unternehmen). Switched from [CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) Ich habe Tagetik in der Beratung selbst bei Kunden implementiert und bin dann auf die Kundenseite gewechselt wo ich nun den CoPlanner nutze Alternatives considered [Board](https://www.capterra.com/p/73473/BOARD/) [CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) [Lucanet](https://www.capterra.com/p/119237/Lucanet/) [Anaplan](https://www.capterra.com/p/129412/Anaplan/) Reasons for choosing CoPlanner CoPlanner war bereits im Unternehmen vorhanden Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. TG Thomas G. Head of Finance Consumer Goods ### "Einmal CoPlanner, immer CoPlanner!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 5, 2024 Tolles Projekt mit großartigem Team, alle Probleme und auch all unsere Fragen konnten problemlos geklärt werden. Pros Einfach, übersichtlich, leicht zu lernen. Mächtiges Tool für Soll-Ist und Plan-Ist Vergleiche. Budget- und Szenarioerstellung geht sehr einfach von der Hand. Cons Ohne entsprechende Einschulung ist es schwierig, sich in der Fülle an Möglichkeiten zurecht zu finden. Switched from [Unit4 Financial Planning & Analysis](https://www.capterra.com/p/253570/Unit4-FPA/) Da ich den Professional Planner von Prevero nicht auswählen kann, erwähne ich ihn hier. Der Support für dieses Programm ist ausgelaufen. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. PL Philipp L. Abteilungsleiter IT Food Production ### "Spitzten Produkt eines Tollen Unternehmens" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 9/10 September 5, 2024 Toller persönlicher Support und Kontakt, Super Softwareprodukt, Kompetente Berater Pros Flexibilität und Effizienz der Systeme, Persönlicher Kontakt mit den Betreuern Cons Flexibilität und Effizienz der Systeme, Persönlicher Kontakt mit den Betreuern, Kompetenz der Betreuer und Techniker. Einfach Spitze Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. NM Norbert M. Leiter Controlling und Fuhrpark Health, Wellness and Fitness ### "Führendes Planungstoll am Markt" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 September 5, 2024 Seit 12 Jahren im Unternehmen im Einsatz, wir haben damit wesentlich höhere Planungsqualität erreicht und schaffen es damit das Gesamtbudget für den ganzen Konzern samt aller internen verrechnungen, etc. innerhalb 15 Minuten durchzurechnen Pros Sehr hohe Flexibilität durch Anpassungen ohne Programmierkenntnisse. Direkten Zugriff auf die Datenbank für DWH Anbindungen, sehr anwenderfreundliches User Interface und kontinuierliche Weiterentwicklung Cons es gibt aus meiner sicht keinerlei Lücken oder Verbesserungen Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SP Susanne P. Resource Manager Pharmaceuticals ### "Nur klitzekleine Verbesserungsvorschläge" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 September 5, 2024 Zuverlässige und sichere Performance im Browser. Pros Aufbau und Struktur sind super. Farbgebung auch. Cons vereinzelt sehr kleine Bedienelemente wie die "Dreiecke" bzw "i" um auf die Actuals zu kommen oder Kreuze um einen Filter zu entfernen. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AG Ahmet G. Controller Textiles ### "PLanung und KOnsoliedierung Mehler" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 5, 2024 Beratunsgteam geht auf Wünsche / Anpassungen zeitnah ein. Umsetzung erfolgreich. Support bei Problemen ist gut. Pros effizientes Planungstool mit individuellen Anpassungsmöglichkeiten. Gerade für sales planung! Cons Performance. Dokumentation mit Bildern innerhalb Coplanner fehlt! Switched from [SAP Business One](https://www.capterra.com/p/214667/SAP-Business-One/) Kein Support mehr für BPC. Aus Sicherheitsgründen! Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/196921/Coplanner-Enterprise/reviews/) ## 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. Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)