Freedom251 › Financial Planning & Analysis Software
CoPlanner
by CoPlanner
What CoPlanner is
CoPlanner is controlling software for business and financial planning, budgeting, forecasting, analysis, reporting and consolidation. It supports short- and long-term plans, cost-center planning, and top-down or bottom-up approaches. Scenario modeling, variance analysis, workforce planning and financial consolidation are included, while HR controlling provides personnel-cost planning and flexible simulations. CoPlanner highlights financial transparency, automated reports and one-click insights, and says artificial intelligence is used for evaluations. The product can be deployed in cloud, web or on-premise environments, with extension, web and Windows platforms listed. Interfaces connect to common systems and databases; SAP data export through Theobald-Connector to an MSSQL database is described. Requirements include Windows 10 or 11 for the Win-Client and Windows Server 2022 for the server. Desktop Excel, Word and PowerPoint clients and add-ins are listed for specified versions through Microsoft 365. Pricing is on request, with no free plan or trial stated.
Who it suits
CoPlanner is aimed at SMEs and organizations of different sizes and industries that need budgeting, forecasting, workforce planning or consolidation. It suits buyers considering cloud, web or on-premise deployment.
What it does well
- Budgeting, forecasting and scenario modeling
- Workforce planning and HR simulations
- Financial consolidation and variance analysis
- Cloud, web or on-premise deployment
- Interfaces for systems and databases
What to know first
- Pricing available only on request
- No free plan or trial stated
- Customer must provide an SSL/TLS certificate
- Windows Server 2022 required for listed server setup
Verdict
CoPlanner covers broad planning, analysis and consolidation needs with several deployment choices. Prospective customers must request pricing and review the stated Windows, Office and certificate requirements.
Facts from CoPlanner's own pages
- AI
- CoPlanner says its controlling software uses artificial intelligence for evaluations. · coplanner.com, 11 Oct 2026
- Audience
- CoPlanner says businesses of all sizes, from SMEs to large corporations, use the software across sectors including services, industry, culture and public organizations. · coplanner.com, 11 Oct 2026
- Budgeting
- Yes · coplanner.com, 22 Sept 2026
- Company
- The legal imprint identifies the company as CoPlanner Software & Consulting GmbH, based at Grabenstraße 178, A-8010 Graz, Austria. · coplanner.com, 11 Oct 2026
- Core features
- The product supports financial transparency, scenario planning, automated reports and one-click insights. · coplanner.com, 11 Oct 2026
- Deployment
- The company describes its platform as available for cloud, web or on-premise environments. · coplanner.com, 11 Oct 2026
- Encryption setup
- For HTTPS communication, the system requirements page says a customer-provided SSL/TLS certificate is required to establish encrypted communication between server and client. · coplanner.com, 11 Oct 2026
- Financial consolidation
- Yes · coplanner.com, 22 Sept 2026
- Forecasting
- CoPlanner provides forecasting and scenario analysis for business decisions. · coplanner.com, 11 Oct 2026
- Founded
- The company page says CoPlanner was founded 35 years ago; it does not give a calendar year on that page. · coplanner.com, 11 Oct 2026
- Free access
- The site offers free webinars and a personalized demo; it does not state that the software itself has a free plan or free trial. · coplanner.com, 11 Oct 2026
- Headquarters
- Graz, Austria · coplanner.com, 28 Sept 2026
- HR controlling
- Its HR controlling features include detailed personnel cost planning and flexible simulations. · coplanner.com, 11 Oct 2026
- Integrations
- The company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database. · coplanner.com, 11 Oct 2026
- Intended customers
- CoPlanner describes its controlling software as a fit for SMEs and says it serves businesses across company sizes and industries. · coplanner.com, 11 Oct 2026
- Office add-ins
- The system requirements list Excel, Word and PowerPoint desktop clients and add-ins for versions 2016, 2019, 2021 and Microsoft 365 desktop. · coplanner.com, 11 Oct 2026
- Planning
- The software supports short- and long-term plans, budgeting, cost-center planning, and top-down or bottom-up planning. · coplanner.com, 11 Oct 2026
- Privacy
- CoPlanner says it processes personal data under GDPR and Austrian TKG 2003 and says it will not use data for other purposes or sell it without consent. · coplanner.com, 11 Oct 2026
- Product
- CoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation. · coplanner.com, 11 Oct 2026
- Purpose
- CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation. · coplanner.com, 11 Oct 2026
- Sales and trial
- The site invites prospects to request a personalized demo and attend free webinars; it does not state a software trial period on the pages reviewed. · coplanner.com, 11 Oct 2026
- Scenario modeling
- Yes · coplanner.com, 22 Sept 2026
- Security
- The requirements page says an SSL/TLS certificate, provided by the customer, is needed to establish encrypted communication between server and client over HTTPS. · coplanner.com, 11 Oct 2026
- Support
- CoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area. · coplanner.com, 11 Oct 2026