# BluePlanner Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about BluePlanner Software - reviews, pricing plans, popular comparisons to other Financial Reporting products and more. Source: https://www.capterra.com/p/71270/BluePlanner/reviews --- # BluePlanner Software Review 2026: Features, Reviews, 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. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[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 \- Contact vendor for pricing 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. [4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/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 4.0 (7,619) Value For Money 4.5 (2) Value For Money 3.8 (6,536) Customer Service 4.5 (2) Customer Service 3.8 (6,240) ## BluePlanner alternatives Highest Rated [4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/) Starting price $25.00 Per User, Per Month [4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/) Starting price Contact vendor for pricing [4.4 (243)](https://www.capterra.com/p/96371/Acumatica-Cloud-ERP/reviews/) Starting price Contact vendor for pricing [QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/) [4.3 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/) Starting price $38.00 Per User, Per Month [Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. 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 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 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 Manage the process of evaluating documents or requests submitted for approval Route documents and other data through one or more stakeholders for review and approval A record of all activities within the system, including user access, changes made, etc. Create budgets based on historical data and future projections Track and manage schedules and meetings via an integrated calendar Process of submitting and following up on claims with insurance companies Provides a channel for team members to share media files, communicate, and work together Manage and track all internal and external communication conducted via calls, email, text, or chat Evaluating strengths and weaknesses of companies with the same target audience Combining loans, assets, liabilities, and other financial data from multiple subsidiary companies into one entity for reporting Store and organize information about customers and previous interactions Customize data fields to support various needs and use cases 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 Merge data from multiple sources to a single data set Automatically retrieve and pull information from documents, websites, images, data sets, and other sources Import and export data to and from software applications Track the management and flow of data throughout the organization 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 Forecast customer demand using historical insights and simulations Track products that are for sale at a reduced price or part of coupon promotions Store and organize documents in a centralized system Manage or track sales completed by field teams/employees 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 Intended to be used by manufacturers Form predictions based on past and present data/trends 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 Manage and handle various international currencies Manage the accounting and financial aspects of multiple operations and departments or ongoing projects from a single location Allows users to manage data from a number of sources A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Accept and process customer payments for products or services using hardware and software Predict future data based on historical data sets Track and manage the profit margin between the cost of a product and its selling price. 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 Plan and schedule promotional campaigns for a specific calendar month or year Assess and optimize pricing markdowns, special offers, or other promos Design, communicate, and distribute incentives to perform a specific action Analyze and gain insights into data in real-time Receive data and information in real time 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 Monitor sales and make necessary adjustment in order to increase demand and revenue Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Set & manage permission levels based on user roles and restrict access to only authorized individuals Define, track, and/or automate sales activities and sales processes Estimate of expected sales revenue within a specific time frame, such as quarterly, monthly or yearly based on past trends and reports. Reports specific to sales analysis for trends and strategies Develop potential scenarios to identify risks and opportunities Access, combine, transform, and store data without the help of an IT department Online portal through which end users can access the system, manage tasks, or obtain information Allow users to create their own reports and financial statements Track the status over time for a request, process, asset, or transaction At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them Addition of necessary external data, applications, tools, or features Set up connections to third-party platforms to improve business processes Review data from past periods to reveal recurring tendencies and predict future performance Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks 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 (2) 4.5 Based on 2 reviews ## Pricing Value for money 4.5 (2) ### Starting price Contact vendor for pricing 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. 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