--- title: "BluePlanner Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about BluePlanner Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more." source_url: "https://www.capterra.com/p/71270/BluePlanner/" page_type: "product" language: "en" --- # BluePlanner Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on August 26, 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)[Reviews](#reviews) BluePlanner ## What is BluePlanner? At UpClear, our mission is to empower Consumer Goods brands to maximize revenue performance and trade investment returns through intelligent, collaborative software—providing a single source of truth, streamlined automation, and actionable insights.  BluePlanner Revenue Management software supports end-to-end processes, from Annual Operating Planning to Account Planning and Execution. Within the Consumer Goods companies, the system is used by Sales, Accounting/Deduction Management, Finance, Revenue Management and Demand Planning teams. Our philosophy is to deliver the capabilities our clients need when they need them. This includes packages designed for Emerging, Growing, Established, and Multinational brands. Our clients grow into new BluePlanner services as they need them. ## What is BluePlanner used for? [Financial Reporting](https://www.capterra.com/financial-reporting-software/)[Trade Promotion Management](https://www.capterra.com/trade-promotion-management-software/)[Revenue Management](https://www.capterra.com/revenue-management-software/) Top alternative Featured Overall rating Based on 2 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price 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 BluePlanner?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://upclear.com&name=BluePlanner) ## 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. ### BluePlanner 4.5 (2) VS. [4.3 (716)](https://www.capterra.com/p/76/Intacct/reviews/) Starting Price Contact vendor Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (2) Ease Of Use 4.2 (2,021) Value For Money 4.5 (2) Value For Money 4.0 (1,611) Customer Service 4.5 (2) Customer Service 4.0 (1,714) ## BluePlanner alternatives Highest Rated [4.6 (8)](https://www.capterra.com/p/240758/Longview-Tax/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 100% of reviewers rated it above 4 stars [NetSuite](https://www.capterra.com/p/135757/NetSuite/) [4.2 (2,064)](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 [Learn More](https://www.capterra.com/p/135757/NetSuite/) [Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/) [4.4 (5,847)](https://www.capterra.com/p/157279/Dynamics-365/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 88% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/157279/Dynamics-365/) [Acumatica Cloud ERP](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/) [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/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/96371/Acumatica-Cloud-ERP/) ## FAQs about BluePlanner Overview ### What company size and specific industries is BluePlanner built for? BluePlanner is designed for Consumer Goods manufacturers of any company size that need software built around the business processes common in that industry. Its target audience is not defined by firm size alone, but by organizations operating in consumer goods production and related planning workflows. Features and Usability ### What are the key features of BluePlanner? BluePlanner offers budgeting and forecasting, scenario planning, and what-if scenarios for financial and sales planning. It also includes dashboards, KPI monitoring, real-time reporting, and visual analytics, plus workflow management, approval workflow, access controls/permissions, and data import/export with third-party integrations. Integrations ### Which third-party tools and platforms does BluePlanner integrate with? BluePlanner integrates with 8 third-party platforms, including Infor M3, Boomi, Dynamics 365, JD Edwards EnterpriseOne, NetSuite, SAP Business One, SAP ERP, and SAP S/4HANA Cloud. These integrations span ERP, CRM, and integration middleware systems. Answer based on 1 reviews Getting Started and Support ### What training and onboarding options does BluePlanner offer? BluePlanner provides in person training, live online sessions, webinars, documentation, and videos. In person and live online options support guided instruction, webinars cover group learning sessions, documentation offers written reference material, and videos provide visual instruction for reviewing features and setup steps. Getting Started and Support ### What customer support options does BluePlanner offer? BluePlanner provides email/help desk, FAQ/forum, knowledge base, phone support, and chat. Support coverage is limited to these channels in the catalog data, and no reviewer feedback is available here to describe response times, helpfulness, or common support frustrations. ## Features AI summary Based on 5,305 Financial Reporting reviews Capterra reviewers highlight these as the top features buyers look for in financial reporting software: - **Accounting** (**64%** of reviewers rated this feature as critical) - **Income & Balance Sheet** (**59%**) - **Profit/Loss Statement** (**58%**) BluePlanner includes **Accounting** and **Profit/Loss Statement**. However, it does not include **Income & Balance Sheet**. With **Accounting** and **Profit/Loss Statement**, the product helps businesses keep financial records accurate, track revenue against expenses, and monitor operating performance over time, providing teams with clearer visibility into day-to-day financial health and reporting outcomes. Data Import/Export 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Import and export data to and from software applications Financial Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Plan, manage, and track the financial activities of an individual or organization Forecasting 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Form predictions based on past and present data/trends Real-Time Data 3.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Receive data and information in real time Reporting/Analytics 5.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data Revenue Management 4.0 (1) 100.00% of 1 reviewers that rated this feature as important or highly important Monitor sales and make necessary adjustment in order to increase demand and revenue BluePlanner 76 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 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 - Approval Process Control: Manage the process of evaluating documents or requests submitted for approval - Approval Workflow: Route documents and other data through one or more stakeholders for review and approval - 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 - Calendar Management: Track and manage schedules and meetings via an integrated calendar - Claims Management: Process of submitting and following up on claims with insurance companies - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat - Competitive Analysis: Evaluating strengths and weaknesses of companies with the same target audience - Consolidation/Roll-Up: Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting - Customer Management: Store and organize information about customers and previous interactions - 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 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 Mapping: Track the management and flow of data throughout the organization - 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 - Discount Management: Track products that are for sale at a reduced price or part of coupon promotions - Document Storage: Store and organize documents in a centralized system - Field Sales Management: Manage or track sales completed by field teams/employees - 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 - For Manufacturers: Intended to be used by manufacturers - Forecasting: Form predictions based on past and present data/trends - 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 - 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 - Multiple Data Sources: Allows users to manage data from a number of sources - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Point of Sale (POS): Accept and process customer payments for products or services using hardware and software - Predictive Analytics: Predict future data based on historical data sets - Price/Margin Management: Track and manage the profit margin between the cost of a product and its selling price. - 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 - Promotion Calendar: Plan and schedule promotional campaigns for a specific calendar month or year - Promotion Optimization: Assess and optimize pricing markdowns, special offers, or other promos - Promotions Management: Design, communicate, and distribute incentives to perform a specific action - Real-Time Analytics: Analyze and gain insights into data in real-time - Real-Time Data: Receive data and information 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 - Revenue Management: Monitor sales and make necessary adjustment in order to increase demand and revenue - ROI Tracking: Monitor conversion rates and analyze effectiveness and profitability of marketing efforts - Role-Based Permissions: Set & manage permission levels based on user roles and restrict access to only authorized individuals - Sales Activity Management: Define, track, and/or automate sales activities and sales processes - 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 Reports: Reports specific to sales analysis for trends and strategies - Scenario Planning: Develop potential scenarios to identify risks and opportunities - Self Service Data Preparation: Access, combine, transform, and store data without the help of an IT department - Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information - Self-Service Reporting: Allow users to create their own reports and financial statements - Status Tracking: Track the status over time for a request, process, asset, or transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - 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 - 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. Features 4.5 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) ### Starting price Free trial available Value for money 4.5 (2) 4.5 Based on 2 reviews ## Integrations [ Dynamics 365](https://www.capterra.com/p/157279/Dynamics-365/)[ NetSuite](https://www.capterra.com/p/135757/NetSuite/)[ SAP S/4HANA Cloud](https://www.capterra.com/p/152293/SAP-S-4HANA/)[ Boomi](https://www.capterra.com/p/5520/Boomi/)[ JD Edwards EnterpriseOne](https://www.capterra.com/p/212037/JD-Edwards-EnterpriseOne/)[ Infor M3](https://www.capterra.com/p/276113/Infor-M3/) 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 4.5 (2) 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 4.5 (2) 4.5 Based on 2 reviews ## User reviews Overall rating 4.5 Based on 2 reviews Filter by rating 5(1) 4(1) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent SG Spencer G. Director-Business Analytics Food & Beverages ### "Blue Planner TPM review" 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 June 6, 2024 Excellent overall and great business partners. Pros Time to value from initial implementation. UpClear support and encourages you along the maturity curve to move from transactional to revenue growth managment. Cons Lack of API's for power users of system data. Reasons for choosing BluePlanner Organization fit and understanding of our culture. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Taylor C. Brand Partnership Manager - Bar Category Food & Beverages ### "used this for the forecasting and budget planning" 4.0 Overall Rating 4.0 4.0 Ease of Use 3.0 3.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 0/10 March 13, 2018 Pros I liked how it incorporated both volume forecast and budget forecasts in a relatively easy way to look at it and manage it all Cons I think that the overall user experience could be improved. Totally understand that this is a tough ask but it's a little frustrating at times. 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. Response from Vendor March 29, 2018 Thank you for the review. ## 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.