--- title: "Pyplan Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Pyplan Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/201938/Pyplan/" page_type: "product" language: "en" --- # Pyplan 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)[Reviews](#reviews) Pyplan ## What is Pyplan? Pyplan is an extended Planning and Analysis platform that is flexible enough to accommodate customized planning processes and powerful enough to run an entire company. It integrates Sales, Operations, HR, and Finance into a unified environment, promoting a holistic view and saving time in decision-making. Connect to and automate any data sources. Process data, plan, and simulate scenarios in real time. Easily create and share interactive apps. ## What is Pyplan used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Decision Support](https://www.capterra.com/decision-support-software/)[Financial Management](https://www.capterra.com/financial-management-software/) Top alternative Featured Overall rating Based on 6 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price $75 Per User, Per Year Free trial available Includes Free Version 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 Pyplan?[Manage this product listing](https://www.g2.com/products/pyplan/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. ### Pyplan 4.8 (6) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price $75 Per User, Per Year Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (6) Ease Of Use 4.2 (233) Value For Money 4.3 (3) Value For Money 4.0 (153) Customer Service 5.0 (6) Customer Service 4.0 (201) ## Pyplan 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 [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/) 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/) [Planful](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) [4.3 (77)](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/72818/Host-Analytics-EPM-Platform/) ## FAQs about Pyplan Overview ### What company size and specific industries is Pyplan built for? Pyplan is designed for businesses of all sizes and across all industries that need support for data-driven decisions. It suits small businesses, mid-market organizations, and larger enterprises seeking a planning and analysis tool for general business use rather than a sector-specific solution. Features and Usability ### What are the key features of Pyplan? Pyplan offers sales planning and inventory optimization, plus forecasting, budgeting, and scenario planning for financial and operational planning. It also includes data blending, data integration, dashboards, and real-time reporting, along with role-based permissions, workflow management, audit trail, and API support for connected planning and analysis. Getting Started and Support ### What training and onboarding options does Pyplan offer? Pyplan provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars offer scheduled group learning, documentation gives written reference material, and videos provide self-paced viewing. Getting Started and Support ### What customer support options does Pyplan offer? Pyplan provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, 24/7 Live Rep, and Chat. No reviewer feedback about support quality is available, so the support experience cannot be summarized from user comments. The listed channels indicate multiple ways to reach help and find answers. ## Features AI summary Based on 3,617 Budgeting reviews Capterra data shows that buyers of Business Process Management software rank the following features as their top priorities: - **Workflow Management** (**51%** of reviewers rated this feature as critical) - **Task Management** (**43%**) - **Business Process Automation** (**46%**) Pyplan supports **Workflow Management** and **Business Process Automation**, giving teams a way to coordinate process steps and automate repeatable business activities. However, it does not include **Task Management**. Instead, it offers other highly rated capabilities, including **Process Modeling & Designing** (**45%**), **Access Controls/Permissions** (**48%**), and **Third-Party Integrations** (**47%**), which can help businesses map workflows clearly, manage user access, and connect systems across their operations, helping teams improve consistency and keep processes moving efficiently. Business Process Automation 5.0 (2) 0.00% of 2 reviewers that rated this feature as important or highly important Helps automate and manage information, tasks, and procedures by establishing routines and patterns associated with processes Process Modeling & Designing 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Visually identify, define, and map all details and relationships surrounding business process models and elements Access Controls/Permissions 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important Define levels of authorization for access to specific files or systems Reporting/Analytics 4.8 (4) 75.00% of 4 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Collaboration Tools 4.3 (3) 33.33% of 3 reviewers that rated this feature as important or highly important Provides a channel for team members to share AI models, media files, communicate, and work together Templates 4.5 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Sample files or documents that could be customized as needed or used as is Pyplan 105 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 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 - 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 - 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 - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Capacity Planning: Determine and plan production capacity based on changing demands - 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 - Commenting/Notes: Leave comments and notes on documents for others to view - Cost Tracking: Process to track, record, and analyze expenses that occurred over the entire duration of a given project - Customizable Branding: Add customized logos and colors to align with company branding - 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 Blending: Merge data from multiple sources to a single data set - 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 Mapping: Track the management and flow of data throughout the organization - Data Mining: AI method of discovering or extracting data patterns from larger volumes of data - Data Synchronization: Synchronizing data between two or more devices/systems and automatically updating changes to maintain consistency - Data Transformation: Translate EDI formats into data suitable for use with company applications. - Data Visualization: Graphical representation of data - Demand Forecasting: Forecast customer demand using historical insights and simulations - Distribution Management: Financial management for all distribution-related activities, including inventory, warehouse, purchasing, sales, etc. - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Financial Analysis: Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk - Financial Consolidation & Close Management: Bring together financial information by collecting data from multiple ledgers and close financial processes - 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 - Forecasting: Form predictions based on past and present data/trends - Forms Management: Store, manage and track all forms in a centralized location - Goal Setting/Tracking: Establish measurable goals and objectives and track their progress over a specific period of time - Graphical Workflow Editor: Create, design and modify the flow and processes of tasks in a project - Historical Reporting: Information, data and reports that are being tracked over time - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - Interactive Reports: Edit and personalize data view as needed - Inventory Management: Track and manage inventory levels to maintain proper supply - Inventory Optimization: Maintain and control the stock level of inventory - 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 - Metadata Management: Collect and maintain structured information that describes data or content - Mobile Access: Access software remotely via mobile devices - Modeling & Simulation: Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Multi-Country: Pay employees in multiple countries using correct currencies and correct tax deduction amounts - Multi-Currency: Manage and handle various international currencies - Multi-Location: Manage and support multiple locations - Multiple Data Sources: Allows users to manage data from a number of sources - No-Code: Drag and drop/visual interfaces that allow non-tech users to build without writing code - OLAP: Online Analytical Processing technology for performing high-speed complex queries or multidimensional analysis on large volumes of data - 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 - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - 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 - Progress Tracking: Reporting on how each user, task or process has advanced since its initiation - Projections: Estimate or forecast of a future scenario based on the study of present trends - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - 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 Data: Receive data and information in real time - Real-Time Monitoring: Active monitoring of systems, applications, or networks - Real-Time Reporting: Active reporting of data and metrics - Real-Time Updates: Receive system updates as soon as any changes are made - 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 - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Rules-Based Workflow: Automates and streamlines business processes by creating a sequence of predefined rules and actions that govern the flow of work - Sales Forecasting: Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. - Sales Planning: Define sales targets and create strategies to meet goals or marketing results - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - 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 - 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 - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Supply Chain Management: Manage the planning and execution of supply chain activities - Task Progress Tracking: Track the status and progress of tasks - Templates: Sample files or documents that could be customized as needed or used as is - Text Analysis: Process of extracting and classifying information from text, such as tweets, emails, product reviews, etc - Third-Party Integration: Addition of necessary external data, applications, tools, or features - 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 - 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 --- Get Advice We can help you find the software with the features you need. Features 4.7 (6) 4.7 Based on 6 reviews ## Pricing Value for money 4.3 (3) Free Trial Free Version Basic $75.00 Per User,Per Year Value for money 4.3 (3) 4.3 Based on 3 reviews 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 5.0 (6) 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 5.0 (6) 5.0 Based on 6 reviews ## User reviews Overall rating 4.8 Based on 6 reviews Filter by rating 5(5) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent VG Vinicius G. Analista Financeiro Senior Oil & Energy ### "Pyplan + FP&A" 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 August 24, 2023 Pyplan é uma ótima ferramenta para as nossas atividades de FP&A, dando agilidade e segurança necessária para nossas projeções. Pros A lógica distribuída e fácil de ajustar com as novas regras de negócio que surgem ao longo do tempo. Cons A dissociação dos dashboards com o modelo, gerando um processo adicional de acesso e edição. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. PM Pablo Michael B. Gerente de FP&A Oil & Energy ### "Excelente ferramenta para modelagem financeira " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 21, 2023 Estou satisfeito com o uso do Pyplan no dia a dia. O sistema é utilizado para projeções financeiras de curto, médio e longo prazo, estando conectado com módulos de temas distintos, gerando facilidade de modelagem financeira e confiança nos dados gerados. Pros Praticidade de uso, dashboards e relatórios, alta capacidade de processamento de dados. Cons Não poder fazer comparações simultâneas entre modelos diferentes Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. GF Guilherme F. Coordenador Health, Wellness and Fitness ### "Ferramenta ampla, versátil e robusta" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 August 21, 2023 O software é realmente muito bom. Pautado em estatística consagrada pela literatura e com ferramentas ágeis de manuseio.Apesar de ser fácil executar um modelo no PyPlan, torná-lo robusto e adaptável às diferentes características do mercado / segmento é o verdadeiro desafio. Nesses momentos, será necessário desenvolver bases de dados sólidas para sustentar os cálculos do PyPlan. Pros O PyPlan é muito completo nas soluções estatísticas e fluxo organizacional de colaboração. A ferramenta permite disciplinar o processo e garantir assertividade nos números base. Cons A disciplina que o software exige, no entanto, é sempre uma barreira cultural a ser vencida. Assim sendo, maneiras de tornar o software mais amigável e user-friendly serão sempre bem vindas pois facilitarão a aceitação e capilarização do uso do software na Companhia. Quanto mais amigável for, menor será a insatisfação das colaboração comercial. Reasons for choosing Pyplan Diferente nas soluções "massificadas" do mercado, o PyPlan (e a equipe Novix/WCA) demonstrou muito domínio sobre a ferramenta, muita flexibilidade no uso e adaptabilidade na aplicação da solução. O preço é competitivo e o conjunto equipe/software/suporte transmitiu a segurança necessária para abraçarmos a ferramenta. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. BR Brunno R. Gerente Executivo de Planejamento de Demanda e Suprimentos Food & Beverages ### "Excelente!" 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 August 18, 2023 Atualmente a Pyplan suporta o abastecimento de produtos terminados entre fábricas e CD´s. Com sua implementação, evoluimos na forma com que esse processo é realizado. Trazendo tecnologia de ponta para otimização dos modelos, perimitiando que o planejador atue na validação da proposta e não mais em desenha-la. Pros A flexibilidade com que a ferramenta se adapta ao processo de nossa empresa. Além da velocidade com que trabalha os dados. Cons conectar a seleçao entre graficos poderia evoluir. Acredito que na versao 3.0 esta funcionalidade esteja disponivel Reasons for choosing Pyplan Além dos pontos comum a uma avaliação de software, como velocidade, usabilidade e facilidade de interação, o conhecimento tecnico da equipe em cupply chain foram decisivos na escolha. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. MM Matias M. Accounting Manager Oil & Energy ### "Excelente Herramienta Gerencial para reporte y toma de Decisiones " 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 August 17, 2023 Pros Haber podido centralizar informacion critica para la gestion de nuestro negocio. Lograr que los niveles gerenciales y directivos de la Organización cuenten con DB personalizados de acuerdo a sus necesidades con solo ingresar a la plataforma. Cons Un punto de Mejora podria ser el manejo de la interfaz de Un DB a la data para carga de informacion. Esto a nivel operativo. Reasons for choosing Pyplan Por recomendaciones de casos positivos en la industria Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. DL Douglas L. Consultor de Planejamento Utilities ### "Pyplan como ferramenta de planejamento econômico/financeiro" 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 9/10 August 16, 2023 Uma ótima ferramenta, com confiabilidade dos resultados, ótima estabilidade de operação, boa disponibilidade de licenças, boa capacidade de processamento, raramente ocorre problemas relacionados ao software, ocasionalmente algum problema relacionado à capacidade do servidor. Pros O que mais gosto é a flexibilidade de edição do modelo, permite que se faça qualquer alteração desde que se tenha conhecimento, mas sem a dependência do fornecedor. A programação por objetos é relativamente simples e visual, e podem se utilizar diversas livrarias. O fornecedor atua em casos mais complexos que demandam tempo e agilidade, porém atendem sob demanda quase que em real time com team dedicado. Cons A linguagem de programação de base (Python, Pandas, Scipy, Sparce, etc), é necessário adquirir conhecimento específico, não precisa ser de uso exclusivo de pessoal de IT. Reasons for choosing Pyplan Flexibilidade, capacidade de processamento, linguagem universal. Review source Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you. ## 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.