CoPlanner
The facts below are what the maker publishes about CoPlanner, checked and dated. Our editors have not written about it yet.
The facts
Each one read from CoPlanner's own pages, with the date it was checked.
What it does
- AI
- CoPlanner says its controlling software uses artificial intelligence for evaluations.checked 11 Oct 2026
- Audience
- CoPlanner says businesses of all sizes, from SMEs to large corporations, use the software across sectors including services, industry, culture and public organizations.checked 11 Oct 2026
- Budgeting
- Yeschecked 22 Sep 2026
- Core features
- The product supports financial transparency, scenario planning, automated reports and one-click insights.checked 11 Oct 2026
- Deployment
- The company describes its platform as available for cloud, web or on-premise environments.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- Financial consolidation
- Yeschecked 22 Sep 2026
- Forecasting
- CoPlanner provides forecasting and scenario analysis for business decisions.checked 11 Oct 2026
- HR controlling
- Its HR controlling features include detailed personnel cost planning and flexible simulations.checked 11 Oct 2026
- Integrations
- The company offers interfaces to common systems and databases and describes SAP data export through Theobald-Connector to an MSSQL database.checked 11 Oct 2026
- Intended customers
- CoPlanner describes its controlling software as a fit for SMEs and says it serves businesses across company sizes and industries.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- 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.checked 11 Oct 2026
- Product
- CoPlanner is controlling software for business planning, financial planning, forecasting, analysis, reporting and consolidation.checked 11 Oct 2026
- Purpose
- CoPlanner is controlling software for financial planning, budgeting, forecasting, analysis, reporting and consolidation.checked 11 Oct 2026
- Scenario modeling
- Yeschecked 22 Sep 2026
- 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.checked 11 Oct 2026
- Support
- CoPlanner offers support for technical and business questions through a support team, an online help portal, and a customer download area.checked 11 Oct 2026
The company
- Company
- The legal imprint identifies the company as CoPlanner Software & Consulting GmbH, based at Grabenstraße 178, A-8010 Graz, Austria.checked 11 Oct 2026
- Founded
- The company page says CoPlanner was founded 35 years ago; it does not give a calendar year on that page.checked 11 Oct 2026
- Headquarters
- Graz, Austriachecked 28 Sep 2026
Money
- 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.checked 11 Oct 2026
- Planning
- The software supports short- and long-term plans, budgeting, cost-center planning, and top-down or bottom-up planning.checked 11 Oct 2026
- 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.checked 11 Oct 2026
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