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CoPlanner vs Uniflow

CoPlanner

coplanner.com

Uniflow

universalflow.io

Side by side

FigureCoPlannerUniflow
Price from—$15/mo
Free plan—Yes
Free trial——
Open source——
WebYesYes
WindowsYes—
macOS—Yes
iOS—Yes
Android—Yes
Plans published022
Spec score · Financial Planning & Analysis Software7.5 (#47)8.8 (#4)
AudienceCoPlanner says businesses of all sizes, from SMEs to large corporations, use the software across sectors including services, industry, culture and public organizations.The maker describes the product as intended for founders and also for advisors, finance teams, investors, and accelerators.
ForecastingCoPlanner provides forecasting and scenario analysis for business decisions.The product offers rolling forecasts from 3, 6, and 12 months through five years, depending on the plan or feature.
HeadquartersGraz, Austria15 Rockstone Place, Southampton, England SO15 2EP, United Kingdom
IntegrationsThe company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database.Named integrations include Xero, FreeAgent, QuickBooks, Zoho Books, Stripe, Square, PayPal, Toast, HubSpot, Salesforce, Meta Ads, Amazon Ads and TikTok Ads.
ProductCoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation.Uniflow describes itself as a financial operating system for managing cash flow, financial forecasts, and growth planning.
SecurityThe requirements page says an SSL/TLS certificate, provided by the customer, is needed to establish encrypted communication between server and client over HTTPS.The maker says connections are read-only and describes its data security as using enterprise-grade encryption and security protocols.
SupportCoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area.Uniflow offers email support with a stated one-working-day response target and WhatsApp support for Fundraising-plan customers.

Plans

CoPlanner

No plans published.

CoPlanner pricing →

Uniflow

  • FreeFree
  • Grow$25 a month
  • Grow$250 a year
  • Scale: $1k–$10k monthly revenue$49 a month
  • Scale: $10k–$25k monthly revenue$120 a month
  • Scale: $25k–$50k monthly revenue$299 a month
  • Scale: $50k–$100k monthly revenue$549 a month
  • Scale: $100k–$250k monthly revenue$1,090 a month
  • Fundraising add-on: Starter$100 a month
  • Grow monthly$25 a month

Uniflow pricing →

In their own words

CoPlanner

CoPlanner has no write-up on Specifiction yet; its figures are above.

Visit coplanner.com

Uniflow

Uniflow is a financial modeling platform for building three-statement models, valuations, and scenarios, with accounting data import. It runs on the web, iOS, and Android. Its Free plan costs $0 forever, has no time limit, and requires no card; it includes one revenue stream, one scenario, and a six-month forecast. Grow costs $25 a month and supports up to three people, two scenarios, and a five-year forecast. Scale pricing varies with monthly revenue: listed plans range from $49 a month for $1k–$10k monthly revenue to $1,090 a month for $100k–$250k, with team limits ranging from eight to 200 people. Fundraising add-ons list three case scenarios, with prices from $100 a month and billing intervals varying by option. A one-off financial audit for Free customers is listed at $15 a month; the audit is included on Grow and Scale. Uniflow is headquartered in Southampton, England.

Visit universalflow.io