CoPlanner
Planning and consolidation software from Graz with an Excel client and cloud, web or on-premise deployment
Quick Overview
| Company | CoPlanner Software & Consulting GmbH |
|---|---|
| Category | FP&A and Planning Software |
| Headquarters | Graz, Austria |
| Founded | Not stated |
| EU Presence | Yes - Austria (EU) |
| Data Location | Not stated on the pages checked |
| Open Source | No |
| GDPR Compliant | Yes |
| Self-Hosting | Yes - on-premise (Windows Server and Microsoft SQL Server) |
| Main Features | Corporate planning, financial planning, forecasting, liquidity planning, personnel controlling, sales planning, reporting, consolidation, cost accounting, Excel, Word and PowerPoint clients |
| Pricing | Not published on the pages checked |
| Best For | Controlling teams in German-speaking mid-sized companies that work in Excel and want on-premise control |
| Replaces | Anaplan, Excel planning models |
Detailed Review
CoPlanner Software & Consulting GmbH is registered in Graz (FN 220853i, Landesgericht für ZRS Graz). The imprint names Thomas Schauer and Alexander Frühwirt as managing directors.
The product covers planning, forecasting, analysis, reporting and consolidation. The site lists use cases for financial planning, liquidity planning, personnel controlling, sales planning and cost accounting, with a standard model for a quick start.
Excel as a client
The system requirements list a CoPlanner Excel client for Excel 2021 and the Microsoft 365 desktop versions, plus Word and PowerPoint add-ins and a Windows client. Planners can keep working in familiar tools while the data sits on a server.
The server side requires Windows Server 2022 or 2025 and Microsoft SQL Server 2022.
Deployment choices
The vendor describes integration into cloud, web or on-premise environments. For an organisation that must keep planning data inside its own network, the on-premise route runs on its own Windows and SQL Server stack.
The pages checked do not state a hosting region for the cloud option.
Packaged for specific sectors
The site lists solutions for manufacturing, for the social sector, a cost and performance accounting module, project controlling for make-to-order production and a product called CoPlannerGo.
Limitations to Consider
The server stack requires Windows Server and Microsoft SQL Server, which rules out Linux-only environments. Pricing and licence terms are not published (the licence models page returned not found), the cloud hosting region is not stated, and the site is written mainly in German. It is a controlling tool rather than a modern connected planning platform, so teams that want a browser-first model builder should look at Pigment.
Who Should Use CoPlanner
Controlling departments in German-speaking mid-sized companies that work in Excel, run Microsoft infrastructure and want a vendor in Austria.
Pros and Cons
Pros
- Excel, Word and PowerPoint clients
- On-premise deployment possible
- Standard model for a quick start
- Planning, liquidity, personnel and consolidation in one product
- Austrian company with register number and named managing directors
Cons
- Needs Windows Server and Microsoft SQL Server
- Prices not published
- Cloud hosting region not stated
- Site mainly in German
Alternatives to CoPlanner
Other European fp&a and planning software worth comparing before you decide:
Valsight
Germany · Driver-based scenario simulation for planning, from Berlin
Pigment
France · Business planning platform with financial consolidation
Corporate Planning
Germany · Controlling suite for planning, consolidation and reporting from Hamburg
Jedox
Germany · Planning, budgeting and BI with an Excel add-in
See all European fp&a and planning software or compare them directly against Anaplan on our alternatives page.
Frequently Asked Questions
Yes. The vendor lists an Excel client for Excel 2021 and the Microsoft 365 desktop versions.
According to the system requirements page, Windows Server 2022 or 2025 and Microsoft SQL Server 2022, plus the .NET components listed there.
The vendor describes cloud, web and on-premise integration, and the system requirements describe a server installation.