---
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 12 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** | 12 Avaliações |
| Praticidade | 4.5/5 | Based on overall reviews |
| Suporte ao cliente | 4.7/5 | Based on overall reviews |
| Relação qualidade/preço | 4.5/5 | Based on overall reviews |
| Recursos | 4.4/5 | 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 (8511 reviews)
2. [NetSuite](https://www.capterra.pt/software/135757/netsuite) — 4.2/5 (2062 reviews)
3. [Datarails](https://www.capterra.pt/software/177451/datarails) — 4.7/5 (238 reviews)
4. [Xero](https://www.capterra.pt/software/169561/xero) — 4.4/5 (3318 reviews)
5. [Sage Intacct](https://www.capterra.pt/software/76/intacct) — 4.3/5 (716 reviews)

## Avaliações

### "Flexible Planning Tool" — 4.0/5

> **Gabriel** | *3 de julho de 2026* | Serviços financeiros | Recommendation rating: 7.0/10
> 
> **Vantagens**: CoPlanner simplifies budgeting, forecasting, and financial planning through well-designed dashboards and analytical features. The interface is user-friendly, making collaboration between departments much easier than traditional spreadsheet-based planning.
> 
> **Desvantagens**: Some advanced configuration tasks require additional training. Certain reports also take time to customize according to specific business needs.
> 
> CoPlanner streamlines planning processes while providing meaningful business insights. It balances ease of use with powerful analytical capabilities, making it a worthwhile investment for organizations focused on financial planning and performance management.

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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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### "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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### "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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