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CoPlanner Logo

Business performance management solution

Table of Contents

CoPlanner - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

CoPlanner overview

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 With CoPlanner, the frustration of outdated systems disappears.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.

With CoPlanner you get a corporate performance management solution designed to assist organizations with sales, investments, projects, and resource planning using business intelligence technology. Features include role-based permissions, trend monitoring, compliance management, reporting, washboarding and much more.

 The application enables stakeholders to implement integrated business planning (IBP) procedures using forecast data and streamline the operations across sales, operational and financial aspects. With CoPlanner’s multidimensional ad-hoc analysis feature, professionals can define planning dimensions such as profit center, cost center, products or customers based on multiple scenarios, simulations and alternative calculations for evaluating data.

It helps users collect reports from external sources and utilize the drag-and-drop capabilities to set up scope, dimensions and parameters for generating reports. Team members can also use the solution to consolidate individual financial statements and legally merge different business entities for reporting.

CoPlanner helps users calculate personnel costs, perform capacity planning for future job vacancies, as well as make cost adjustments based on various variable factors such as temporary contracts, transfers, cost centers, collective bargaining agreements, and more. The solution also offers integration with a variety of third-party applications including Microsoft Excel, Word and PowerPoint.

Starting price

1000per feature /
per month

Alternatives

with better value for money

CoPlanner’s user interface

Ease of use rating:

CoPlanner reviews

Overall rating

4.5

/5

11

Positive reviews

91

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend0.91/10
Rating distribution

5

4

3

2

1

6

5

0

0

0

Who uses CoPlanner?

Based on 11 verified user reviews.

Company size

Enterprises

Small Businesses

Midsize Businesses

Top industries

Pharmaceuticals
Information Technology and Services
Civic & Social Organization
Management Consulting
Others

Use cases

Financial Reporting
Business Performance Management
Business Intelligence

CoPlanner's key features

Most critical features, based on insights from CoPlanner users:

Data import/export
Reporting/Analytics
Consolidation/Roll-Up
Cash management

All CoPlanner features

Features rating:

Access controls/permissions
Accounting
Activity dashboard
Activity Planning
Activity tracking
Ad hoc query
Ad hoc reporting
Alerts/Notifications
API
Approval process control
Audit trail
Benchmarking
Budgeting/Forecasting
Cash flow management
Cash management
Collaboration tools
Compliance management
Consolidation/Roll-Up
Customizable branding
Customizable reports
Customizable templates
Dashboard
Dashboard creation
Data analysis tools
Data blending
Data connectors
Data extraction
Data import/export
Data integration
Data management
Data mapping
Data mining
Data synchronization
Data transformation
Data visualization
Drag & drop
Financial analysis
Financial management
Forecasting
Goal setting/tracking
Income & balance sheet
Interactive reports
Key performance indicators
KPI monitoring
Metadata management
Mobile access
Multi-Company
Multiple data sources
OLAP
Performance metrics
Predictive analytics
Profitability analysis
Profit/Loss statement
Progress tracking
Publishing/Sharing
Real-Time analytics
Real-Time data
Real-Time monitoring
Real-Time reporting
Reporting/Analytics
Reporting & statistics
Role-Based permissions
Scorecards
Search/Filter
Secure data storage
Self service data preparation
Self-Service reporting
Strategic planning
Third-Party integrations
Trend analysis
Trend/Problem indicators
Visual analytics
"What if" scenarios
Workflow management

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CoPlanner pricing

Value for money rating:

Starting from

1000

Per month

Per Feature

Pricing details
Subscription
Free trial
Free plan
Pricing range

User opinions about CoPlanner price and value

Value for money rating:

CoPlanner integrations (3)

Integrations rated by users

We looked at 11 user reviews to identify which products are mentioned as CoPlanner integrations and how users feel about them.

Integration rating: 5.0 (1)

CoPlanner support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Phone Support
Email/Help Desk
Chat
Knowledge Base

Training options

Webinars
Videos
In Person
Documentation
Live Online

CoPlanner FAQs

Q. Who are the typical users of CoPlanner?

CoPlanner has the following typical customers:
Freelancers, Large Enterprises, Small Business, Mid-size Business

These products have better value for money


Q. What level of support does CoPlanner offer?

CoPlanner offers the following support options:
Phone Support, Email/Help Desk, Chat, Knowledge Base

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