Corporate Planner alternatives: 12 tools compared (October 2026)

Tidely is liquidity planning software from Munich for small businesses, startups and midsize companies that connects more than 5,000 banks and accounting systems, categorizes transactions with AI and produces an AI-based cash flow forecast.

Key functions

• AI categorization assigns bank transactions based on historical patterns
• Auto Forecast creates an AI-generated liquidity forecast

Compared with Corporate Planner

• Publishes a price (from €55 per month); Corporate Planner quotes on request.
• Offers a free trial; we found none for Corporate Planner.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Count the bank accounts, users and companies you need, since each plan has limits and extra accounts cost 20 euros per month with monthly billing. If your bookkeeping runs in DATEV, budget for the DATEV connector and align access with your tax advisor. Single sign-on is listed only for Enterprise. The data processing agreement with its sub-processor annex is published as a PDF on the website.

ChartMogul is a subscription analytics and revenue reporting platform for SaaS and other subscription businesses. It turns billing data into MRR, ARR, churn and LTV reports, and its AI features analyze growth drivers and answer questions in natural language.

Key functions

• ChartMogul AI analyzes subscription data and recommends acquisition costs by segment with payback periods
• Creates custom reports and charts from prompts
• Tests hypotheses such as a new pricing tier against historical data

Compared with Corporate Planner

• Publishes a price; Corporate Planner quotes on request.
• Offers a free trial; we found none for Corporate Planner.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: ChartMogul reports on subscription revenue from billing systems, so it complements rather than replaces general ledger reporting and your close process. Check that your billing system is supported. According to the security page, the AI uses Anthropic and Amazon models through Amazon Bedrock with processing kept in the EU. The data processing agreement is signed online. SSO is not described on the pricing page, and we found no public subprocessor list.

Datenbrücke turns DATEV accounting data into ready-made controlling for midsize companies, tax advisors and private equity owners. It combines reports, planning, Excel and Power BI feeds with an AI chat that answers questions from the company's own figures.

Key functions

• AI chat answers plain-language questions from the company's own DATEV figures
• Each answer shows the path to the underlying numbers
• AI connector brings DATEV data into Claude, and via Excel into ChatGPT

Compared with Corporate Planner

• Publishes a price (from €39 per month); Corporate Planner quotes on request.
• Offers a free trial; we found none for Corporate Planner.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Read the published data processing agreement, which lists Anthropic as a subprocessor for AI features, and check the transfer terms. Estimate how many AI questions your team will ask, since quotas range from 10 to 50 per month depending on the plan. Agree the DATEV data access with your tax advisor, and note that the tool is meant for businesses only.

Fyvel is a financial reporting platform from Berlin that turns DATEV data into P&L, balance sheet and cash flow reports for management and investors. AI suggests booking categories, and an MCP server lets AI agents work on the same numbers.

Key functions

• AI suggestion assigns bookings to custom categories based on history
• MCP server gives AI agents structured access to reports, categories and drill-downs
• Agent-guided onboarding of a management P&L via MCP

Compared with Corporate Planner

• Publishes a price (from €99 per month); Corporate Planner quotes on request.
• Offers a free trial; we found none for Corporate Planner.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Budget for the DATEV Connect add-on at 49 euros per month if you connect through DATEV Connect. The published data processing agreement lists DigitalOcean in the EU for hosting, while Cloudflare and Resend may also process data in the US. If you use the MCP server, clarify which AI provider your agents run on, since data then leaves Fyvel.

Jedox is planning and performance management software from Freiburg, Germany, used for budgeting, forecasting and reporting in Excel, web and mobile. JedoxAI adds explainable forecasts for revenue and cash flow.

Key functions

• JedoxAI Planning Wizards forecast revenue and cash flow in the context of the planning model
• Explainable forecasts that show the drivers behind a trend
• Customer churn prediction for revenue planning

Compared with Corporate Planner

• Names 6 security certificates, Corporate Planner 1.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Clarify which package you need, since the AIssisted Planning and Forecasting model is part of Professional. Choose the Azure region for your data and ask where AI processing takes place. Check connectors to your ERP, such as SAP or Microsoft Dynamics, which are sold as add-ons. Auditors will look for SOC 2 Type II and ISO/IEC 27001, both listed on the cloud page.

DeltaMaster from Bissantz is reporting, analysis and planning software for controlling teams, with connections to SAP and DATEV. AI features summarize reports, find reports by plain-language request and detect and explain variances automatically.

Key functions

• AI summaries of reports via voice command or context menu
• Semantic report navigation in plain language
• Automatic detection and explanation of variances

Compared with Corporate Planner

• Built for larger organizations than Corporate Planner's smallest customers.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Bissantz publishes no prices on the pages we checked, so request a quote, security documentation and the data processing agreement. The company holds an ISO/IEC 27001 certificate for developing standard software and related services, so ask whether it covers cloud operation. Clarify which language model powers summaries and voice commands and where it runs, especially if CRM or support data is included. Check the connector for your ERP, such as SAP or DATEV.

Lucanet is financial performance management software from Berlin for mid-sized and large companies. It covers group consolidation, planning, reporting and disclosure and adds Lucanet Lume, a conversational interface that coordinates AI agents for close and reporting tasks.

Key functions

• Lucanet Lume coordinates specialized workflow agents through natural-language dialog
• Workflow agents handle task management and data validation in the close
• Agents generate insights from financial data

Compared with Corporate Planner

• Built for larger organizations than Corporate Planner's smallest customers.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Plan for a license term of at least 12 months, and request pricing for your package and modules. Ask for certifications, the hosting region, subprocessors and the data processing agreement; the trust center at trust.lucanet.com holds the details. Clarify which agent functions in Lucanet Lume are included in your package and how the connection to your ERP and subsidiaries' reporting is set up.

Valsight is driver-based planning and simulation software from Berlin for large groups and larger midsize companies. Its Simulation Agent turns questions into scenarios, and finance teams approve the results before use.

Key functions

• Simulation Agent derives scenarios from a question, users approve them
• Valsight Assistant turns ideas into formulas and business logic into driver trees
• Valsight Assistant explains existing models and documents nodes, read-only and without access to numeric values

Compared with Corporate Planner

• Built for larger organizations than Corporate Planner's smallest customers.
• Strong in the same markets as Corporate Planner: Germany.

Check before buying: Valsight publishes no prices for the platform and names TISAX only on the page for its Valsight Assistant, so ask for security documentation, hosting location and the data processing agreement early. According to the vendor, the assistant requires its own contract and data protection agreement. Clarify which language model powers the Simulation Agent and where prompts are processed. Check how actuals and plan data flow in from your ERP or existing planning tool.