CoPlanner

Spec sheet

Purpose

CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation.Read 11 Oct 2026 · coplanner.com

Product

CoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation.Read 11 Oct 2026 · coplanner.com

Audience

CoPlanner says businesses of all sizes, from SMEs to large corporations, use the software across sectors including services, industry, culture and public organizations.Read 11 Oct 2026 · coplanner.com

Deployment

The company describes its platform as available for cloud, web or on-premise environments.Read 11 Oct 2026 · coplanner.com

Integrations

The company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

Support

CoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area.Read 11 Oct 2026 · coplanner.com

Headquarters

Graz, AustriaRead 28 Sep 2026 · coplanner.com

Founded

The company page says CoPlanner was founded 35 years ago; it does not give a calendar year on that page.Read 11 Oct 2026 · coplanner.com

Company

The legal imprint identifies the company as CoPlanner Software & Consulting GmbH, based at Grabenstraße 178, A-8010 Graz, Austria.Read 11 Oct 2026 · coplanner.com

AI

CoPlanner says its controlling software uses artificial intelligence for evaluations.Read 11 Oct 2026 · coplanner.com

Budgeting

YesRead 22 Sep 2026 · coplanner.com

Core features

The product supports financial transparency, scenario planning, automated reports and one-click insights.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

Financial consolidation

YesRead 22 Sep 2026 · coplanner.com

Forecasting

CoPlanner provides forecasting and scenario analysis for business decisions.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

HR controlling

Its HR controlling features include detailed personnel cost planning and flexible simulations.Read 11 Oct 2026 · coplanner.com

Intended customers

CoPlanner describes its controlling software as a fit for SMEs and says it serves businesses across company sizes and industries.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

Planning

The software supports short- and long-term plans, budgeting, cost-center planning, and top-down or bottom-up planning.Read 11 Oct 2026 · coplanner.com

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.Read 11 Oct 2026 · coplanner.com

Scenario modeling

YesRead 22 Sep 2026 · coplanner.com

System requirements

The listed standard requirements include Windows Server 2022 for the server and Windows 10 or Windows 11 for the Win-Client.Read 11 Oct 2026 · coplanner.com

Variance analysis

YesRead 22 Sep 2026 · coplanner.com

Windows requirements

The standard requirements list Windows 10 and Windows 11 for the CoPlanner Win-Client and Windows Server 2022 for CoPlanner Server.Read 11 Oct 2026 · coplanner.com

Workforce planning

YesRead 22 Sep 2026 · coplanner.com

Where Specifiction places it

• Financial Planning & Analysis Software#47 of 917.5