---
description: Tudo sobre CoPlanner: preço, alternativas, vantagens e desvantagens, funcionalidades e avaliações de outros usuários graças à Capterra Portugal. Saiba mais!
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title: CoPlanner - Preço, avaliações e classificação - Capterra Portugal 2026
---

Breadcrumb: [Home](/) > [Sistemas de Apoio à Decisão](/directory/30544/decision-support/software) > [CoPlanner](/software/196921/coplanner-enterprise)

# CoPlanner

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> Amplo software de controle que oferece elementos de planejamento, análise específica, geração de relatórios e consolidação.
> 
> Verdict: Rated **4.5/5** by 11 users. Top-rated for **Probabilidade de recomendação**.

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## Resumo

### Quem usa CoPlanner?

Empresa pronta para usar para planejamento, geração de relatórios e análise.

## Quick Stats & Ratings

| Metric | Classificação | Detail |
| **Geral** | **4.5/5** | 11 Avaliações |
| Praticidade | 4.6/5 | Based on overall reviews |
| Suporte ao cliente | 4.8/5 | Based on overall reviews |
| Relação qualidade/preço | 4.6/5 | Based on overall reviews |
| Recursos | 4.5/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Probabilidade de recomendação) |

## Sobre o fornecedor

- **Empresa**: CoPlanner Software and Consulting
- **Founded**: 1989

## Commercial Context

- **Preço inicial**: 1000,00 €
- **Modelo de preços**:  (Teste Grátis)
- **Target Audience**: Profissional autônomo, 2 - 10, 11 - 50, 51 - 200, 201 - 500, 501 - 1 000, 1 001 - 5 000, 5 001 - 10 000, 10 000+
- **Deployment & Platforms**: Nuvem, SaaS, baseado na web, Mac (desktop), Windows (desktop), Windows (local)
- **Idiomas**: alemão, inglês
- **Available Countries**: Alemanha, Estados Unidos, Suíça, Áustria

## Recursos

- Análise de dados preditiva
- Análise de dados visual
- Análise financeira
- Conectores de dados
- Consolidação/Roll Up
- Demonstrativo de lucros e perdas
- Ferramentas de análises de dados
- Ferramentas de colaboração
- Geração pontual de relatórios
- Gerenciamento de metadados
- Gestão de tesouraria
- Gestão financeira
- Goal Setting/Tracking
- Importação/exportação de dados
- Indicadores de desempenho
- Múltiplas fontes de dados
- Orçamentos/Previsões
- Painel
- Planejamento estratégico
- Preparação de dados por autoatendimento
- Publishing/Sharing
- Receitas e balanço
- Registro de auditoria
- Relatórios e análise de dados
- Visualização de dados

## Integrations (3 total)

- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word

## Opções de suporte

- Email/Help Desk
- Base de conhecimento
- Suporte por telefone
- Bate-papo

## Category

- [Sistemas de Apoio à Decisão](https://www.capterra.pt/directory/30544/decision-support/software)

## Categorias relacionadas

- [Sistemas de Apoio à Decisão](https://www.capterra.pt/directory/30544/decision-support/software)
- [Programas de Orçamento](https://www.capterra.pt/directory/10003/budgeting/software)
- [Ferramentas de Relatórios Financeiros](https://www.capterra.pt/directory/30050/financial-reporting/software)
- [Ferramentas de BI](https://www.capterra.pt/directory/23/business-intelligence/software)
- [Software de Gestão de Desempenho Empresarial](https://www.capterra.pt/directory/30051/business-performance-management-software/software)

## Alternativas

1. [QuickBooks Online](https://www.capterra.pt/software/141374/quickbooks-online) — 4.3/5 (8447 reviews)
2. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2041 reviews)
3. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3292 reviews)
4. [Sage Intacct](https://www.capterra.pt/software/76/intacct) — 4.3/5 (684 reviews)
5. [Datarails](https://www.capterra.pt/software/177451/datarails) — 4.7/5 (201 reviews)

## Avaliações

### "CoPlanner für die Unternehmenssteuerung und Unternehmensplanung" — 4.0/5

> **Fabian** | *5 de setembro de 2024* | Software | Recommendation rating: 8.0/10
> 
> **Vantagens**: Einfaches und übersichtliches Interface sowie hohe Performance im Webbrowser
> 
> **Desvantagens**: Teilweise zu starre Dimensionen und Funktionen. Viel Customizing je nach Bedarfs- und Anwendungsfall notwendig (hängt aber sehr stark vom Unternehmen und den Prozessen ab und variiert daher sicherlich von Unternehmen zu Unternehmen).
> 
> Im allgemeinen ist der CoPlanner ein gutes und solides Tool im Finanz-und Controllingbereich für kleinere und mittelständische Unternehmen, die ein performantes Tool für die Unternehmenssteuerung und Unternehmensplanung suchen.

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### "Flexible Planungslösung - tolles Produkt" — 5.0/5

> **Norbert** | *16 de setembro de 2024* | Organização cívica e social | Recommendation rating: 9.0/10
> 
> **Vantagens**: Flexible Planungs- und Forecast Lösung, die komplexe Strukturen abbilden kann.
> 
> **Desvantagens**: bei riesigen Datenmengen braucht es einen Workaround
> 
> der Support hilft bei allen Problemen sofort, Finanzplanung/Finanzreporting ohne Coplanner nicht mehr vorstellbar

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### "PLanung und KOnsoliedierung Mehler" — 4.0/5

> **Ahmet** | *5 de setembro de 2024* | Indústria têxtil | Recommendation rating: 8.0/10
> 
> **Vantagens**: effizientes Planungstool mit individuellen Anpassungsmöglichkeiten.
Gerade für sales planung\!
> 
> **Desvantagens**: Performance. 
Dokumentation mit Bildern innerhalb Coplanner fehlt\!
> 
> Beratunsgteam geht auf Wünsche / Anpassungen zeitnah ein. Umsetzung erfolgreich. Support bei Problemen ist gut.

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### "Einmal CoPlanner, immer CoPlanner\!" — 5.0/5

> **Thomas** | *5 de setembro de 2024* | Bens de consumo | Recommendation rating: 8.0/10
> 
> **Vantagens**: Einfach, übersichtlich, leicht zu lernen. Mächtiges Tool für Soll-Ist und Plan-Ist Vergleiche. Budget- und Szenarioerstellung geht sehr einfach von der Hand.
> 
> **Desvantagens**: Ohne entsprechende Einschulung ist es schwierig, sich in der Fülle an Möglichkeiten zurecht zu finden.
> 
> Tolles Projekt mit großartigem Team, alle Probleme und auch all unsere Fragen konnten problemlos geklärt werden.

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### "Flexibel, transparent und performant aber ausbaufähig" — 4.0/5

> **Joachim** | *19 de setembro de 2024* | Serviços e tecnologia da informação | Recommendation rating: 7.0/10
> 
> **Vantagens**: Hohe Flexibilität und Transparenz beim Modellieren.
> 
> **Desvantagens**: Beim Erfassen auf Knoten kann man nicht die Verteilung auf darunterliegende Werte verhindern. Bestehende Werte unterhalb des Knotens werden ohne Rückfrage überschrieben. Um einen Wert auf dem Knoten direkt zu erfassen muss man in die Detailansicht gehen. Das macht den Aufbau einfacher Eingabeformulare umständlich. Das muss doch in Zukunft zu fixen sein, oder?
> 
> CoPlanner lässt sich gut umbauen und Erweitern, wenn man am Anfang beim Modellieren etwas aufpasst. Komplizierte Berechnungen lassen sich durch die Nähe zum SQL-Server leicht per SQL lösen.
Die Performance ist bei ausreichendem Speicher sehr gut.

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