Corporate Planner

Corporate Planner is a corporate performance management platform for operational management, financial planning, analysis, and consolidation. It supports flexible planning models, forecasting, trend calculations, scenario analysis, ad-hoc analysis, and real-time reporting according to International Business Communication Standards (IBCS). Integrated financial planning links profit and loss, balance sheet, and cash flow, including budgets, liquidity, and capital expenditure planning. Solution areas include financial, sales, HR, risk, liquidity, fixed asset, and cost management, along with consolidation and management reporting. The maker lists more than 350 standard integrations that connect source systems to a central database, with upstream value changes updated automatically. Workflow-driven task management and automation are also included. Users can work through web and Excel clients or customized dashboards on desktops, tablets, and smartphones. The software is offered on-premise or in the cloud. Its Azure cloud service hosts data in Germany’s Trusted Cloud or another EU country and includes administration, infrastructure maintenance, updates, and backups. Pricing is on request. Technical consulting beyond software support is fee-based.

Corporate Planner brings planning, analysis, and consolidation functions into one platform, with options for deployment and client access. Buyers should account for on-request pricing and the fee for technical consulting beyond software support.

Corporate Planner may suit organizations seeking integrated operational and financial planning, reporting, and consolidation. Its deployment options and access through web, Excel, or dashboards may fit teams working across desktops and mobile devices.

Corporate Planner is a corporate performance-management system for organizations that need operational data, financial planning, analysis, and consolidation in one environment. It fits finance and management teams coordinating several departments, scenarios, and formal reporting. Its integrated scope is the main attraction; organizations wanting a small, narrowly focused budgeting app may find it excessive.

Overview

Corporate Planner links operational and financial information for budgeting, liquidity planning, capital expenditure, forecasting, and consolidation. Connecting the profit and loss statement, balance sheet, and cash flow lets finance teams see how assumptions move through the whole plan rather than maintaining disconnected files. Rolling forecasts, trend calculations, and flexible planning models support revisions during the year, while scenario analysis helps compare possible outcomes.

The platform also covers sales, HR, risk, fixed assets, cost management, liquidity, and management reporting. More than 300 built-in business functions and workflow-based task management are aimed at repeatable, governed processes. More than 350 standard integrations feed source systems into a central database, with upstream value changes updated automatically; that is useful where many systems must stay aligned.

Key features

Planning and analysis

Forecasting, rolling forecasts, trend calculations, and scenario modeling support continuous reforecasting instead of an annual budget that quickly becomes stale. The integrated financial model handles budgets, liquidity, and capital expenditure while keeping the three primary statements connected. This is a strong fit for organizations whose planning decisions have material cash-flow or balance-sheet consequences.

Reporting and consolidation

Ad-hoc analysis and real-time reporting follow International Business Communication Standards (IBCS), giving management reports a consistent visual framework. Consolidation is part of the same platform as operational planning, which can reduce handoffs between planning and group reporting teams. The breadth is valuable for governed corporate processes, but unnecessary for a company that only needs basic spreadsheet-style forecasts.

Access, automation, and data connections

Users can work through web and Excel clients or customized dashboards on desktops, tablets, and smartphones. Workflow-driven tasks and automation can structure submissions and recurring steps. The integration catalog and automatic propagation of changed source values are particularly relevant to larger estates with numerous upstream systems.

Deployment and security

Organizations can deploy on-premise or use Corporate Planning Cloud. The cloud service runs on Microsoft Azure, with data hosted in Germany's Trusted Cloud or another EU country, and includes HTTPS/SSL encryption, anti-malware protection, administration, infrastructure maintenance, updates, backups, and scaling for users, storage, and processing. The platform is certified to German audit standards IDW PS 880 and IDW RS FAIT 1 and 4. Those controls matter to buyers with formal governance or regional data requirements.

Pricing

Corporate Planner uses paid, custom pricing; there is no free plan. A quote is appropriate for organizations that need to scope modules, users, deployment, and capacity around a larger planning and consolidation program. Smaller teams should account for the possibility that a broad enterprise platform will cost and require more administration than a focused budgeting product. Technical consulting beyond software support is fee-based, so implementation or specialist assistance can add to the software bill.

Platforms

Corporate Planner supports Android, iOS, web, Windows, and self-hosted deployments. The web client, Excel client, and customized dashboards provide multiple working styles, while on-premise and cloud options let organizations balance internal control with managed infrastructure.

Who it's for

Choose Corporate Planner when finance, operations, and management need shared planning models, connected statements, scenario work, consolidation, and IBCS-oriented reporting. It is especially suited to multi-department organizations with many source systems, recurring workflows, and governance requirements. A small business seeking only a straightforward budget or forecast should look for a narrower tool instead of paying for capabilities it may not use.

Pros and cons

Pros

• Integrated statements and planning: profit and loss, balance sheet, and cash flow remain linked across budgets, liquidity, and capital expenditure plans.
• Broad corporate coverage: finance, sales, HR, risk, fixed assets, costs, consolidation, and management reporting share one platform.
• Strong connectivity: more than 350 standard integrations and automatic upstream updates reduce reconciliation work across source systems.
• Flexible deployment: cloud or on-premise hosting, plus web, Excel, and dashboard access, supports different IT policies and user preferences.
• Governance features: workflow task management, IBCS reporting, EU data-location choices, and German audit certifications suit controlled environments.

Cons

• Custom pricing: buyers cannot compare a published subscription price, and technical consulting beyond support is charged separately.
• Enterprise-level scope: the many solution areas and business functions may be disproportionate for teams needing only basic budgeting.
• Cloud support boundaries: customer support covers tickets and application-critical faults around the clock, but specialist consulting is not included.

Alternatives

Oracle Fusion Cloud EPM is a paid option with Android, iOS, macOS, web, Windows, and API access; choose it when Oracle's enterprise EPM environment and named-user licensing model fit your organization.

Workday Adaptive Planning offers a 30-day free trial and broad device and API support; it is the better starting point when you want to evaluate a product before committing.

OneStream is another paid platform spanning self-hosted and cloud-capable device access; consider it when its demo-led sales process matches your evaluation approach.

Uniflow has a free plan with a six-month forecast, one revenue stream, one scenario, and monthly sync, making it preferable for a small, low-cost initial model.

Infor Enterprise Performance Management is a paid EPM choice with Android, iOS, macOS, self-hosted, web, and API platforms.

BaseFR publishes monthly AED plans tied to expense limits, so it suits buyers who prefer a clearly metered package.

MAGIQ Performance is a paid platform sold through contact-and-demonstration discussions.

Planful offers paid subscriptions tailored to company size, user count, and selected modules.

For category browsing, see Financial Planning & Analysis Software, Financial Forecasting Software, and Corporate Performance Management Software.

Verdict

Corporate Planner is a strong choice for organizations that need governed planning, connected financial statements, consolidation, and operational coverage on one platform, with cloud or self-hosted deployment. Its breadth, integrations, and reporting controls justify a serious enterprise evaluation. Look elsewhere if you need transparent pricing, a lightweight budgeting workflow, or specialist consulting included in the software subscription.