--- title: "Companyon Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Companyon Software - reviews, pricing plans, popular comparisons to other Budgeting products and more." source_url: "https://www.capterra.com/p/251407/Companyon/" page_type: "product" language: "en" --- # Companyon 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)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews) Companyon ## What is Companyon? Companyon is a financial management software for German small and medium-sized enterprises. Through Plug & Play (e.g. data import via DATEV), this software is immediately operational without project runtimes. Main features of this software include: - Intuitive dashboard - Really usable (also individual) BWA - Balance sheet during the year - Planning, forecast and scenarios - Automatic generation of key figures - A variety of graphical analyses of your figures - Target/actual comparisons - Liquidity ## What is Companyon used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[Budgeting](https://www.capterra.com/budgeting-software/) Top alternative Featured Overall rating Based on 4 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €39 Flat Rate, Per Month Free trial 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 Companyon?[Manage this product listing](https://www.g2.com/products/companyon/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. ### Companyon 4.8 (4) VS. [4.3 (717)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price €39 Flat Rate, Per Month Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.8 (4) Ease Of Use 4.2 (233) Value For Money 5.0 (4) Value For Money 4.0 (153) Customer Service 5.0 (3) Customer Service 4.0 (201) ## Companyon alternatives [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 [OneStream](https://www.capterra.com/p/153745/OneStream-XF/) [4.8 (83)](https://www.capterra.com/p/153745/OneStream-XF/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 98% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/153745/OneStream-XF/) [Helu](https://www.capterra.com/p/230888/Helu/) [4.8 (4)](https://www.capterra.com/p/230888/Helu/#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/230888/Helu/) [CCH Tagetik](https://www.capterra.com/p/62308/CCH-Tagetik/) [4.4 (108)](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 [Learn More](https://www.capterra.com/p/62308/CCH-Tagetik/) ## Features AI summary Based on 1,574 Budgeting reviews Capterra data shows that buyers of Financial Management software rank the following features as their top priorities: - **General Ledger** (**59%** of reviewers rated this feature as critical) - **Financial Reporting** (**49%**) - **Accounting** (**61%**) Companyon includes **Financial Reporting** and **Accounting**, giving finance teams the tools to track financial activity and review business performance with clearer visibility. However, it does not include **General Ledger**. Instead, it offers **Data Import/Export** (**48%**), which can support moving financial data between systems and maintaining more consistent records. These features help businesses monitor results, manage core accounting work, and share data more efficiently across financial processes. Financial Reporting 5.0 (1) 0.00% of 1 reviewers that rated this feature as important or highly important Generate reports to assess the financial performance of an organization Data Import/Export 4.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Import and export data to and from software applications Dashboard Creation 5.0 (2) 50.00% of 2 reviewers that rated this feature as important or highly important Creation and customization of dashboards Forecasting 4.5 (2) 100.00% of 2 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Profit/Loss Statement 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time Reporting/Analytics 5.0 (2) 100.00% of 2 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Companyon 31 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. - 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 - AI: Uses AI algorithms and models to predict future cash flow trends and outcomes, based on historical data and patterns - 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 - Cash Management: Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - 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 - Expense Management: Plan, pay and track business related expenses. - 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 - Forecasting: Form predictions based on past and present data/trends - Income & Balance Sheet: A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time - KPIs: Provide performance metrics such as delivery performance, on-time arrival performance, and compliance. - 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 - Performance: Identify the most performant content and the types of content that can be improved or eliminated. - 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 - Projections: Estimate or forecast of a future scenario based on the study of present trends - Reforecast: Ability to recreate forecasts to include new information that may impact budgets - 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 - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Visual Analytics: Interact with data visualization elements, such as charts and graphs, to drill down into data --- Get Advice We can help you find the software with the features you need. Features 4.5 (4) 4.5 Based on 4 reviews ## Pricing Value for money 5.0 (4) Free Trial Basic €39.00 Flat Rate,Per Month Value for money 5.0 (4) 5.0 Based on 4 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 (3) 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 (3) 5.0 Based on 3 reviews ## User reviews Overall rating 4.8 Based on 4 reviews Filter by rating 5(3) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent TH Thomas H. Managing Partner Medical Devices ### "Companyon ist wirklich ein gutes Controlling-Tool" 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 November 21, 2023 Pros Das System ist schnell eingerichtet, automatisiert, in den Darstellungen unkompliziert aufgebaut und anpassbar. Für uns als KMU passt das super - da ist praktisch alles drin, was man braucht - Planungsassistent, Liquiditätsprognose, BWA, Kennzahlen,... Kann man absolut empfehlen. Cons Ich persönlich kann nichts Negatives berichten. 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. AW Andrea W. Head of financial accounting Marketing and Advertising ### "Tolle Ergänzung zum Controlling für DATEV-Selbstbucher im Mittelstand" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 August 10, 2023 Motiviertes & schlagkräftiges Team, das nicht "nur programmieren" kann, sondern auch bestes Verständnis rund um Buchhaltung & Controlling hat. Pros Uns gefällt, dass wir darüber auch alle Entscheidungsträger, die nicht Finance-affin sind an "die Zahlenwelt" anbinden können. Die Auswertungen sind browserbasiert leicht verständlich, mit moderner Optik und auch für weitere Zwecke (Banken, Finanzamt) per click exportierbar.Wir möchten das Tool als Ergänzung zu unserer DATEV inhouse-FiBu nicht mehr missen. Cons Was wir schon mal an kleineren Verbesserungswünschen hatten, wurde DIREKT eingearbeitet => Was für ein mega Service! Alternatives considered [Agicap](https://www.capterra.com/p/196637/Agicap/) [Moss](https://www.capterra.com/p/211744/getmoss/) [Helu](https://www.capterra.com/p/230888/Helu/) Reasons for choosing Companyon Tolles Preis- Leistungsverhältnis mit einem heldenhaften Kundensupport.Wir haben das Tool in kurzer Zeit eingeführt und waren mit den Auswertungen schnell startklar. 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. BS Bernd S. Prozessmanager Renewables & Environment ### "Geniale Software für das Unternehmenscontrolling" 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 May 8, 2023 Einfach. Genial. Kostengünstig. Pros Von der Bedienbarkeit der Oberfläche, über die Erstellung der aktuellen BWA bis hin zur Übersicht über alle aktuellen, vergangenen und zukünftigen Unternehmenskennzahlen. Alles ist leicht zu erstellen und einfach genial gelöst. Cons An dieser Stelle gibt es nichts. Das Team bei Companyon führt immer wieder neue Funktionen hinzu, die das Controlling noch einfacher machen. Alternatives considered [Agicap](https://www.capterra.com/p/196637/Agicap/) 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. SW Sebastian W. Geschäftsführer Marketing and Advertising ### "Ein mächtiges Tool für ein professionelles Controlling" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 0.0 0.0 Likelihood to Recommend 9/10 May 5, 2023 Mit Companyon haben wir einen schnellen, transparenten Überblick über alle für uns wesentlichen Kennzahlen zur Steuerung unseres Cash Flows und darüber hinaus zu strategischen Investitionsentscheidungen. Pros Das Cockpit bietet eine super Übersicht über die wesentlichen Kennzahlen. Cons Es gibt keine wesentlichen Nachteile oder Aspekte, die uns nicht gefallen. Reasons for choosing Companyon Preis-Leistung 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.