Corporate Planner

Financial planning and operations management software

About Corporate Planner

Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more. It enables finance teams to analyze the liquidity of assets, automatically optimize cash discounts and interest for cash pooling, and monitor debtor or creditor accounts on a unified platform.

With Corporate Planner’s sales management module, administrators can compare market trends and analyze top-down distributions to plan sales strategies for employees, regions, products or product groups. It includes a human resource management system (HRMS), which lets managers identify staff shortages with scenario planning, track employee development, and automatically import data from existing platforms such as DATEV, Microsoft Dynamics NAV, and SAP. The analytics tool also allows stakeholders to evaluate and visualize financial data using pareto or break-even analysis, variance charts, drill-down reports, and other key metrics.

Corporate Planner facilitates integration with data discovery platforms, QlikView and Qlik Sense, which enables employees to consolidate data from multiple sources to gain business intelligence across processes. Other features include SSL security, a personnel database, account mapping, trend analysis, cost management, reporting, and more.


Business size



United States, Germany

Supported Languages



Corporate Planner chart of accounts
Corporate Planner liabilities
Corporate Planner reporting
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Corporate Planner video
Corporate Planner screenshot: Corporate Planner chart of accounts Corporate Planner screenshot: Corporate Planner liabilities Corporate Planner screenshot: Corporate Planner reporting


Total features of Corporate Planner: 41

  • "What If" Scenarios
  • Accounting Management
  • Activity Dashboard
  • Ad hoc Analysis
  • Analytics
  • Auditing
  • Budget Control
  • Budgeting
  • Business Analysis
  • Business Intelligence
  • Cash Flow Management
  • Cash Management
  • Consolidation / Roll-Up
  • Customer Accounts
  • Customizable Templates
  • Data Import/Export
  • Data Mapping
  • Data Storage Management
  • Employee Database
  • Employee Management
  • Financial Analysis
  • Financial Management
  • Forecasting
  • HR Management
  • Human Resource Integration
  • Performance Management
  • Predictive Analytics
  • Real Time Analytics
  • Real Time Reporting
  • Reporting & Statistics
  • Risk Analytics
  • Risk Assessment
  • SSL Security
  • Sales Analytics
  • Sales Forecasting
  • Sales Tracking
  • Scenario Planning
  • Strategic Planning
  • Third Party Integration
  • Trend Analysis
  • Visual Analytics


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Corporate Planner FAQs

Below are some frequently asked questions for Corporate Planner.

Corporate Planner offers the following pricing plans:

  • Starting from: €299,00/month
  • Pricing model: Subscription
  • Free Trial: Not Available

Corporate Planner pricing starts at €299 for 2 users per month for 36-month term and scales with number of users and features. Implementation cost: • €490 - Installation flat rate • €1990 - training and consultation

Corporate Planner offers the following features:

  • "What If" Scenarios
  • Ad hoc Analysis
  • Auditing
  • Cash Management
  • Consolidation / Roll-Up
  • Dashboard
  • Data Import/Export
  • Employee Management
  • Financial Management
  • Key Performance Indicators
  • Performance Management
  • Predictive Analytics
  • Strategic Planning
  • Trend / Problem Indicators
  • Visual Analytics

Corporate Planner has the following typical customers:

Small Business, Mid Size Business

Corporate Planner supports the following languages:


We do not have any information about what devices Corporate Planner supports

Corporate Planner integrates with the following applications:

Qlik Sense, QlikView, SAP Cloud ERP Suite

Corporate Planner offers the following support options:

Phone Support, Online Support

Related categories

See all software categories found for Corporate Planner.