List of Products in The Planning Survey

See how users rate their planning and budgeting tool

Planning Product Reviews

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  • BI Product


    Board was founded in 1994 and employs more than 570 people. Both its European head office and software development headquarters are located in Chiasso, Switzerland. The company also has regional headquarters in London, UK, and Boston, Massachusetts, USA. Board has worldwide offices and a global partner network. More than 2,100 customers use Board to implement planning, performance management and analytics projects. The ownership of the company changed in 2019, when Nordic Capital acquired a majority share to support the vendor’s continued international expansion.

  • BI Product

    Corporate Planner

    CP Corporate Planning AG (CP) is a software vendor and consultancy based in Hamburg, Germany. The company was founded in 1989 and currently has 70-100 employees. CP has offices in Germany, Austria, Switzerland, the Netherlands and the UK. In 2021, CP was acquired by proALPHA, a globally active ERP provider focused on SMEs in manufacturing, wholesale and other sectors. proALPHA employs over 2,000 people worldwide and more than 8,000 customers use its software.

  • BI Product


    Founded in 2002, Jedox has grown into a team of more than 500 employees. The vendor serves over 2,500 clients worldwide through its headquarters in Freiburg, Germany, its international offices, and a network of more than 250 partners and global alliances. Besides implementers, the vendor has a technology partner network including Microsoft (Azure, Office, Power BI, Teams, Dynamics etc.), Salesforce/Tableau and Qlik. To accelerate customer growth and increase the company’s global footprint while enhancing its CPM platform, Jedox works together with several global investment partners.

  • BI Product


    Founded in 1999, LucaNet is a German vendor with a focus on corporate performance management (CPM) for finance including tax solutions and financial disclosure management solutions. The company is headquartered in Berlin with additional offices in Europe, Asia and the United States. LucaNet has over 5,000 customers in 50 countries worldwide and employs more than 650 people. In 2022, Hg strategically acquired a majority stake in the company to support its growth and ambition to become a global leader in corporate performance management software.

  • BI Product


    OneStream Software is an independent US-based CPM software company backed by private equity investors. Headquartered in Birmingham, Michigan, USA, the company has offices in North America, Europe, the UK and APAC with more than 1,200 employees globally.

  • BI Product

    Unit4 FP&A

    Unit4 is a global provider of cloud-based enterprise software for financials, HCM and FP&A. To strengthen its offerings for CPM and analytics, Unit4 acquired the German vendor Prevero in 2016. Prevero originally delivered CPM software to support planning, budgeting and forecasting, analytics and reporting processes and has now been fully integrated into Unit4’s ERP application ecosystem to provide its Financial Planning & Analysis (FP&A) solutions. While Unit4 FP&A historically attracted a strong customer base in the DACH and EMEA region, its appeal has subsequently broadened to mid-market and enterprise-level customers worldwide.

  • BI Product


    Valsight was founded in 2015 as a spin-off of the Hasso Plattner Institute and is headquartered in Berlin with more than 30 employees. As a German software-as-a-service (SaaS) company, Valsight enables enterprises to maximize their financial performance. The vendor envisions faster and better support for management decisions by creating data-driven insights. Specifically, Valsight provides companies with functionality to flexibly simulate financial plans, forecasts or any scenario on the fly.

  • Anaplan


    Anaplan is a cloud-native enterprise software-as-a-service (SaaS) vendor headquartered in San Francisco, USA. The company currently employs more than 2,000 people worldwide. Several major investors have financed Anaplan’s growth and global expansion. In 2022, Anaplan was acquired for approximately $10.4 billion by Thoma Bravo, a leading software investment firm.

  • Wolters Kluwer

    CCH Tagetik

    Wolters Kluwer (WKL) offers enterprise-scale performance management software solutions for the office of the CFO while expanding to other financial and operational adjacencies through its CCH® Tagetik expert solutions. The company is a global leader in professional information, software solutions and services for the following sectors: finance, tax and accounting; legal and regulatory; governance, risk and compliance; and healthcare.

  • CoPlanner


    CoPlanner was founded in 1989 in Graz, Austria. The company was founded with the aim of supporting enterprises with the appropriate tools so that they can make sound and reliable decisions quickly. The vendor currently employs about 40-50 people and claims to have more than 150 active customers, primarily in Austria, Germany and Switzerland.

  • IBM

    IBM Planning Analytics

    IBM is one of the world’s largest vendors of IT hardware, software and services. The company has a global workforce of more than 280,000 employees and is active in over 170 countries.
    IBM offers a comprehensive portfolio of on-premises and cloud analytics and performance management solutions (in particular, for planning and financial consolidation). The core offerings consist of IBM Cognos Analytics with Watson and IBM Planning Analytics with Watson. For financial consolidation and regulatory reporting, IBM Cognos Controller is part of the performance management portfolio.

  • insightsoftware

    insightsoftware IDL

    [The Planning Survey 22 results, not included in The Planning Survey 23] insightsoftware is a US-based global provider of solutions for the office of the CFO backed by private equity investors Hg, TA Associates and Genstar Capital. The company employs more than 2,000 people in over 40 locations worldwide and serves 30,000 customers with 500,000 active users. insightsoftware was formed in 2018 out of a merger of Hubble by and Global Software, Inc. The vendor’s rapid growth in recent years has been largely inorganic and driven by acquisitions. This strategy has resulted in a broad portfolio of more than 70 finance software solutions.

  • macs Software


    macs Software is a German vendor founded in 1999 and headquartered in Zimmern ob Rottweil, Germany. The group of companies also has offices in Cape Town, South Africa and Las Vegas, Nevada, USA.

  • Oracle

    Oracle Cloud EPM

    Oracle is a global provider of enterprise cloud computing, offering software, platform, infrastructure and data as a service. The company employs more than 170,000 people worldwide and serves 430,000 customers in 175 countries.

  • Planful


    Planful is a financial planning and analysis cloud platform provider. The company was founded in 2001 as Host Analytics and rebranded to Planful in 2020. The vendor is headquartered in San Francisco, California, USA and currently has 450 employees globally. Planful is backed by private equity investor Vector Capital. In 2022, Planful acquired Plannuh, a cloud platform for marketing performance management to enable seamless collaboration between finance and marketing teams and to provide marketers with deep financial intelligence for all marketing activities.

  • Prophix


    Founded in 1987, Prophix began as a software distributor implementing financial applications before it released its own CPM software in the year 2000. In 2021, Prophix received significant investment from Hg to accelerate and scale growth and fund further development. In the first instance of inorganic growth in the company’s history, Prophix acquired Sigma Conso, a Belgian financial performance management (FPM) specialist, in late 2021. Prophix now has more than 500 employees and over 2,600 active customers worldwide, covering all company sizes and industries. In addition to its market presence and continuous growth in North America, Prophix is increasingly winning customers outside its core market (e.g., in Europe).

  • SAP

    SAP Analytics Cloud

    SAP was founded in 1972 as a business applications company. Today, the vendor has a turnover of €27.84 billion, employs more than 110,000 people, and is one of the largest business software vendors in the world.

  • SAP


    SAP was founded in 1972 as a business applications company. Today, the vendor has a turnover of €27.84 billion, employs more than 110,000 people, and is one of the largest business software vendors in the world.

  • Serviceware SE

    Serviceware Performance

    Serviceware offers a portfolio of software solutions for enterprise service management (ESM) focusing on the digitalization and automation of service processes. In 2019, Serviceware acquired cubus, a German CPM and analytics specialist to complement its portfolio. Within Serviceware, cubus’ solutions are called Serviceware Performance PL (for planning) and Serviceware Performance AL (for analytics). Both are available as standalone applications or integrated in Serviceware’s ESM platform. Overall, Serviceware has over 500 employees in 14 European offices (the majority of them in Germany) and serves more than 1,700 customers. Serviceware Performance itself is used by approximately 400 customers.

  • Workday

    Workday Adaptive Planning

    Workday is a cloud-based enterprise software and ERP vendor with a particular focus on human capital management, financial management and enterprise planning. The company has a turnover of $6.22 billion and employs 17,500 people worldwide.