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CoPlanner

CoPlanner · Graz, Austria

On the record

AI
CoPlanner says its controlling software uses artificial intelligence for evaluations.coplanner.com · read 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 · read 11 Oct 2026
Budgeting
Yescoplanner.com · read 22 Sep 2026
Company
The legal imprint identifies the company as CoPlanner Software & Consulting GmbH, based at Grabenstraße 178, A-8010 Graz, Austria.coplanner.com · read 11 Oct 2026
Core features
The product supports financial transparency, scenario planning, automated reports and one-click insights.coplanner.com · read 11 Oct 2026
Deployment
The company describes its platform as available for cloud, web or on-premise environments.coplanner.com · read 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 · read 11 Oct 2026
Financial consolidation
Yescoplanner.com · read 22 Sep 2026
Forecasting
CoPlanner provides forecasting and scenario analysis for business decisions.coplanner.com · read 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 · read 11 Oct 2026
HR controlling
Its HR controlling features include detailed personnel cost planning and flexible simulations.coplanner.com · read 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 · read 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 · read 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 · read 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 · read 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 · read 11 Oct 2026
Product
CoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation.coplanner.com · read 11 Oct 2026
Purpose
CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation.coplanner.com · read 11 Oct 2026

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