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Rivelo Planning

What Rivelo Planning is
Rivelo Planning is a web-based FP&A and corporate performance management platform for budgeting, rolling forecasts, business plans, closing, and reporting. It combines financial and operational modeling with sensitivity analysis and real-time what-if simulations. Budgets cover profit and loss, balance sheet, and cash flow, using cost-center drivers and allocations. Forecasts can use customized models, combine bottom-up and top-down planning, and refresh from actual business-system data. Dashboards compare budgets with actuals, variances, trends, and customized KPIs by division, product, or geography. Rivelo Projections supports multi-year projections, scenarios, and sensitivity analysis. Listed integrations include SAP, Oracle, Microsoft Dynamics, Zucchetti, TeamSystem, Salesforce, NetSuite, Power BI, Tableau, and QlikSense, with ERP import and export options. Collaboration includes approval workflows, document sharing, comments, and internal discussion. Security information lists AES-256 at rest, TLS 1.3 in transit, EU data residency, 24/7 SOC monitoring, and ISO 27001, SOC 2 Type II, and GDPR compliance. Pricing is by custom annual cloud subscription.
Who it suits
Rivelo Planning suits FP&A and CPM teams managing integrated budgets, forecasts, business plans, and reporting across financial and operational domains. It also fits organizations needing ERP connections and collaborative approvals.
What it does well
- Financial and operational modeling
- Real-time what-if simulations
- Multi-year projections and sensitivity analysis
- Many named ERP and analytics integrations
- EU data residency stated
What to know first
- Pricing requires a custom quote
- No free plan
- Web platform only
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Rivelo Platform su misura | Annual cloud subscription; custom quote emailed within 24 business hours. · Choose modules · discounts from 6 users · free demo on request | On request |
As riveloplatform.com lists them, read 4 Oct 2026. The maker's own page has the final word.
Verdict
Rivelo Planning brings budgeting, forecasting, modeling, and reporting into one web platform with broad integrations and collaboration tools. Buyers should request a custom annual subscription quote and assess the modules they need.
Facts from Rivelo Planning's own pages
- AI privacy
- The maker says customer data is not used to train its AI models and that AI processing takes place in isolated customer environments. · riveloplatform.com, 4 Oct 2026
- Budgeting
- It supports budgets for profit and loss, balance sheet and cash flow, with cost-center drivers and allocations. · riveloplatform.com, 4 Oct 2026
- Business plans
- Rivelo Projections supports multi-year projections, scenario analysis and sensitivity analysis across profit and loss, balance sheet and cash flow. · riveloplatform.com, 4 Oct 2026
- Collaboration
- Budgeting supports customized approval workflows, progress visibility, document sharing, cross-functional goal alignment, comments and internal discussion. · riveloplatform.com, 4 Oct 2026
- Data connection level
- api · riveloplatform.com, 24 Sept 2026
- ERP data exchange
- The maker says ERP data can be imported automatically and budgets exported to ERP systems; it names SAP, Oracle and Microsoft Dynamics as examples. · riveloplatform.com, 4 Oct 2026
- Financial modeling
- Yes · riveloplatform.com, 24 Sept 2026
- Forecasting
- Forecasts can use customized business models, combine bottom-up and top-down planning, and update from actual data in business systems. · riveloplatform.com, 4 Oct 2026
- Free plan
- No · riveloplatform.com, 24 Sept 2026
- Implementation
- The maker describes a typical go-live in 4–6 weeks on its company page. · riveloplatform.com, 4 Oct 2026
- Integrations
- The platform lists integrations including SAP, Oracle, Microsoft Dynamics, Zucchetti, TeamSystem, Salesforce, NetSuite, Power BI, Tableau and QlikSense. · riveloplatform.com, 4 Oct 2026
- Modeling scope
- multi-domain · riveloplatform.com, 24 Sept 2026
- Operational modeling
- Yes · riveloplatform.com, 24 Sept 2026
- Purpose
- Rivelo Planning brings budgeting, rolling forecasts and business plans together in one integrated platform, with real-time what-if simulations. · riveloplatform.com, 4 Oct 2026
- Reporting
- Interactive dashboards and reports track budget against actuals, variances, trends and customized KPIs, with analysis by division, product or geography. · riveloplatform.com, 4 Oct 2026
- Security
- The security page states AES-256 encryption at rest, TLS 1.3 in transit, EU data residency, SOC monitoring 24/7, and ISO 27001, SOC 2 Type II and GDPR compliance. · riveloplatform.com, 4 Oct 2026
- Sensitivity analysis
- Yes · riveloplatform.com, 24 Sept 2026
- Support
- The contact page offers a 30-minute sales call, access to advisors, and a contact form with a stated response time of 24 hours. · riveloplatform.com, 4 Oct 2026
- Target users
- The platform page describes Rivelo as an FP&A and CPM SaaS platform for financial planning, budgeting, forecasting, closing and reporting. · riveloplatform.com, 4 Oct 2026
- Version history
- Yes · riveloplatform.com, 24 Sept 2026
Where Rivelo Planning stands on Freedom251
- Scenario Planning Software#68 of 93