Name: CoPlanner
Author: CoPlanner Software and Consulting GmbH

Help Desk

Web and Video Conferencing

Customer Support

Innovation Management

PHP Frameworks

Product Lifecycle Management (PLM)

Text Editors

Development

Business Intelligence (BI)

Collaboration

Enhanced 911 (E911)

Meeting Management

PDF Editors

Payment Facilitation

Supply Chain Management

Visitor Management

Enterprise

Accounting

Blockchain Payments

Crypto Asset Management

Hedge Fund

Investor Relations

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Application Lifecycle Management (ALM)

Archiving

Cloud Storage

Composable Infrastructure

Custom Software Development Services

Data Masking

Database Performance Monitoring

Email Encryption

Endpoint Security

Firewall

Fraud Detection

IT Asset Disposal

Infrastructure Capacity Planning

Integration Platform as a Service (iPaaS)

Internet Security

Log Management

Network Performance Monitoring

Network Traffic Analysis (NTA)

NoSQL Databases

Software Composition Analysis (SCA)

Storage Management

Value-Added Resellers (VARs)

Wireless LAN

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Channel Management

Content Management

Creative Collaboration

Domain Registration Services

Email Marketing

Marketing Automation

Native Advertising

Social Media Management

Survey & Forms Building

Translation

Web Analytics

Marketing

Project Management

Professional Services

Customer Relationship Management (CRM)

Proposal

Sales

Cloud Infrastructure Entitlement Management

File Integrity Monitoring

Security

3D Modeling

Membership Management

Real Estate

Simulation

Vertical-Specific

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CoPlanner is a corporate performance management and planning software from the German company of the same name headquartered in Graz.

Free

Basic

Standard

Professional

OneStream

Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting. It offers a single source of truth for CFOs and finance teams to integrate financials, streamline processes, and manage multiple departments.

Budgyt

CoPlanner

Corporate Performance Management (CPM) software provides a unified platform for strategic and financial planning. They are able to integrate budgeting, forecasting, and reporting with analytics to drive data-informed decisions. CPM solutions also help organizations optimize performance by linking operational and financial data. Explore user reviews and comparisons to find the best CPM software for your business objectives.

Corporate Performance Management (CPM)

CoPlanner Software and Consulting GmbH

Budgeting, Planning, and Forecasting

These activities are designed to assist with both data-driven operational, short-term planning and strategic long term planning

Long-term financial planning

Financial budgeting

Annual budget for revenue and operating expenses, headcount/compensation, capital expenses, projects, etc.

Forecasting

Combining actuals and budgets, rolling forecasts, driver-based models.

Scenario modeling

Financial or operational modeling of alternate future states and planning for each.

Management reporting

Budget vs. actual or forecast, P&L’s, performance over time, between products etc.

Consolidation and Close

Consolidation of data from multiple entities with currency management, reporting and audit trails.

Financial data consolidation

Consolidating data from several entities into a single statement using US GAAP, IFRS or other standards.

Journal entries and reports

Ability to enter journal entry adjustments and produce reports showing all journal entries for a specific period.

Multi-currency management

Ability to handle foreign currency conversions during consolidation.

Intercompany Eliminations

Matching and elimination of intercompany revenue, expenses, and balance sheet accounts.

Minority Ownership

Consolidate financials full or partial ownership of subsidiaries, equity pick-up.

Local and consolidated reporting

Ability to report against individual business entities and the consolidated umbrella entity.

Detailed Audit Trails

Tracing changes to data and processes that were run.

Financial Reporting and Compliance

Financial statements and regulatory filings

Financial Statement Reporting

Creation and production of balance sheets, income statements, cash flows, other schedules

Management Reporting

Tools facilitating creation of internal ad hoc or standard reports.

Excel-based Reporting

Ad hoc or formatted reports using MS Excel.

Automated board and financial reporting

Tools to help automate creation of regulatory reports such as SEC filings and board books.

XBRL support for regulatory filing

Support for the XBRL standard reporting format for exchanging financial data.

Analytics and Reporting

Dashboards and scorecards for KPI monitoring and benchmarking

Personalized dashboards

Create custom dashboards and reports without the help of IT or administrators.

Color-coded scorecards

Track and analyze performances with interactive, color-coded balanced scorecards.

KPIs

Select from a library of more than 6,000 key performance indicators, and incorporate KPIs into your planning process.

Cost and profitability analysis

Cost and profitability analysis provides data for business decision making.

Key Performance Indicator setting

Ability to set key performance indicators for measuring progress towards goals.

Benchmarking with external data

CPI, daily exchange rates, industry KPIs. with scheduled data refreshes.

Integration

Ability to integrate with external applications.

Flat file integration

Integration of flat files like text documents and comma separated files

Excel data integration

Ability to integrate directly with Excel data.

Direct links to 3rd-party data sources

Integration with external applications like ERP, CRM, HCM

BI Standard Reporting

Standard reporting means pre-built or canned reports available to users without having to create them.

Pixel Perfect reports

Pixel Perfect reports are highly-formatted reports with graphics and ability to preview the report before printing.

Customizable dashboards

Customizable dashboards are dashboards providing the builder some degree of control over the look and feel and display options.

Report Formatting Templates

Ad-hoc Reporting

Ad-Hoc Reports are reports built by the user to meet highly specific requirements.

Drill-down analysis

Drill down analysis is the ability to get to a further level of detail by going deeper into the hierarchy.

Formatting capabilities

Ability to format output e.g. conditional formatting, lines, headers, footers.

Predictive modeling

Predictive modeling is the ability to build future forecasting models.

Integration with R or other statistical packages

Integration with the open-source R predictive modeling environment.

Report sharing and collaboration

Report sharing and collaboration is the ability to easily share reports with others.

Report Output and Scheduling

Ability to schedule and manager report output.

Publish to Web

Publish to PDF

Report Versioning

Report versioning is the assignment of version numbers to each version of a report to help in tracking.

Report Delivery Scheduling

Report Delivery Schedule is the ability to have reports delivered to a destination at a specific data and time.

CoPlanner

Overview

What is CoPlanner?