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features
design
support

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Write a Review

Description

Manage your company's operations with tailored software and solutions designed for effective controlling. Our standardized yet adaptable controlling software provides corporate management with the flexibility to meet specific needs, utilizing a modular framework that allows for the integration of predefined standards with personalized modules. This approach ensures sustainable investment security amid structural and corporate changes. We guarantee high project quality by collaborating with experienced partners during implementation. Additionally, our system features real-time processing capabilities for data inputs, filter adjustments, and user interactions. CoPlanner stands out as a complete business management controlling software, seamlessly integrating planning, reporting, and consolidation functionalities, and was recognized for excellence in planning features within the Financial Performance Management Products category in 2019. Ultimately, our solutions empower businesses to thrive in a dynamic market environment.

Description

FloQast provides a transformative accounting platform that uses AI to automate and streamline the financial close process. By integrating with existing tools, it enhances efficiency in reconciling accounts, preparing financial reports, and conducting audits. The AI agents help accounting teams by matching transactions and identifying inefficiencies, allowing accountants to transition from data preparation to strategic oversight. With real-time collaboration and tracking features, FloQast supports accounting teams in delivering faster, more accurate results with reduced operational complexity.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Egnyte No 
Microsoft Dynamics 365 No 
Microsoft Excel No 
Microsoft OneDrive No 
NetSuite No 
Oracle Fusion Cloud ERP No 
SAP ERP No 
Sage Intacct No 
Slack No 
Tray.ai No 
Workiva No 
Yardi Breeze No 

Integrations

Egnyte Yes 
Microsoft Dynamics 365 Yes 
Microsoft Excel Yes 
Microsoft OneDrive Yes 
NetSuite Yes 
Oracle Fusion Cloud ERP Yes 
SAP ERP Yes 
Sage Intacct Yes 
Slack Yes 
Tray.ai Yes 
Workiva Yes 
Yardi Breeze Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

CoPlanner Software & Consulting

Founded

1989

Country

Austria

Website

www.coplanner.com

Vendor Details

Company Name

FloQast

Founded

2013

Country

United States

Website

floqast.com

Product Features

Business Intelligence

Ad Hoc Reports Yes 
Benchmarking Yes 
Budgeting & Forecasting No 
Dashboard Yes 
Data Analysis No 
Key Performance Indicators Yes 
Natural Language Generation (NLG) No 
Performance Metrics Yes 
Predictive Analytics Yes 
Profitability Analysis Yes 
Strategic Planning Yes 
Trend / Problem Indicators Yes 
Visual Analytics Yes 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting Yes 
Consolidation / Roll-Up Yes 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics Yes 
Qualitative Analysis Yes 
Quantitative Analysis Yes 
Scorecarding Yes 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios Yes 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management Yes 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project No 
Profit / Loss Statement Yes 

Product Features

Accounting

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation Yes 
Billing & Invoicing No 
CPA Firms No 
Cash Management No 
Cryptocurrency Support No 
Expense Tracking No 
Fixed Asset Management No 
Fund Accounting No 
General Ledger No 
Government No 
Multi-Currency Yes 
Nonprofits Yes 
Payroll Management No 
Project Accounting No 
Purchase Orders Yes 
Tax Management No 

Business Performance Management

Ad Hoc Reports Yes 
Ad hoc Analysis Yes 
Budgeting & Forecasting No 
Consolidation / Roll-Up No 
Dashboard Yes 
Key Performance Indicators Yes 
Predictive Analytics No 
Qualitative Analysis No 
Quantitative Analysis No 
Scorecarding No 
Strategic Planning Yes 

Financial Reporting

"What If" Scenarios No 
Audit Trail Yes 
Balance Sheet Yes 
Cash Management No 
Consolidation / Roll-Up Yes 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company Yes 
Multi-Department / Project Yes 
Profit / Loss Statement No 

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