CXO Software

CXO Software

insightsoftware
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About

Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform.

About

Transform lackluster epm reporting into dynamic c-level insights. Is your epm reporting purpose-built for finance? Epm is designed for input and processing, not reporting. Most epm solutions were built to capture and aggregate data, not report on them. Built-in reporting is often too limited and inflexible to respond to fast-changing business needs. As a result, finance teams don’t have quick access to the data they need to do their jobs effectively. Other reporting tools aren’t purpose-built for finance. Turning to bi tools doesn’t help. Bi tools weren’t designed to work with multi-dimensional epm data, leaving you dependent on technical expertise. This can cause bottlenecks and result in unacceptable delays. You’re stuck in a cycle of static reporting. Most EPM customers resort to dumping data into spreadsheets to satisfy their reporting needs—a slow, error-prone process that results in non-standardized reports. This leaves decision-makers working with rudimentary, static data.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprises and industry leaders seeking a unified, AI-powered platform for connected scenario planning, forecasting, and decision optimization

Audience

Finance companies looking for a web-based, EPM reporting solution that can deliver higher quality reports and speed up reporting cycles to meet the needs of C-level executives

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Anaplan
Founded: 2006
United States
www.anaplan.com

Company Information

insightsoftware
Founded: 1993
United States
www.insightsoftware.com

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Categories

Categories

Dashboard Supported

Accounting Features

Accounts Payable Not Supported
Accounts Receivable Not Supported
Bank Reconciliation Not Supported
Billing & Invoicing Not Supported
Cash Management Not Supported
CPA Firms Not Supported
Cryptocurrency Support Not Supported
Expense Tracking Not Supported
Fixed Asset Management Not Supported
Fund Accounting Not Supported
General Ledger Not Supported
Government Not Supported
Multi-Currency Not Supported
Nonprofits Supported
Payroll Management Not Supported
Project Accounting Not Supported
Purchase Orders Supported
Tax Management Not Supported

Compensation Management Features

Bonus Management Supported
Compensation Assessment Supported
Compensation Calculation Supported
Compensation Plan Modeling Supported
Compensation Statements Supported
Employee Reward Programs Not Supported
Incentive Programs Supported
Organizational Charting Not Supported
Salary Planning Supported

Lead Management Features

Activity Tracking Not Supported
Campaign Management Not Supported
Lead Capture Not Supported
Lead Distribution Not Supported
Lead Nurturing Not Supported
Lead Scoring Supported
Lead Segmentation Supported
Pipeline Management Not Supported
Prospecting Tools Not Supported
Source Tracking Not Supported

Sales Force Automation Features

Call Management Not Supported
Campaign Management Not Supported
Channel Management Supported
Commission Management Supported
Contact Management Not Supported
Contract Management Not Supported
Customer Database Not Supported
Email Marketing Not Supported
Field Sales Management Supported
Lead Management Not Supported
Opportunity Management Supported
Performance Metrics Supported
Proposal Generation Not Supported
Referral Tracking Not Supported
Sales Forecasting Supported
Territory Management Supported

Strategic Planning Features

Budgeting & Forecasting Not Supported
Dashboard Supported
Goal Setting / Tracking Not Supported
Idea Management Supported
KPIs Not Supported
Modeling & Simulation Supported
Roadmapping Not Supported
Scenario Planning Supported
Scorecards Not Supported

Dashboard Features

Annotations Not Supported
Data Source Integrations Supported
Functions / Calculations Supported
Interactive Not Supported
KPIs Supported
OLAP Not Supported
Private Dashboards Supported
Public Dashboards Supported
Scorecards Supported
Themes Not Supported
Visual Analytics Not Supported
Widgets Supported

Integrations

1Platform Supported
5X Supported
Composable DataOps Platform Supported
Dataddo Supported
Doublefin Supported
ESBeetle Supported
EV Observe Supported
Eloqua Supported
Hightouch Supported
LinkedIn Supported
Longview Tax Supported
Meltano Supported
Mindfuel Supported
Mozart Data Supported
OneStream Not Supported
Pivot Supported
Planview Hub Supported
Tableau Supported
Zoho Directory Supported

Integrations

1Platform Not Supported
5X Not Supported
Composable DataOps Platform Not Supported
Dataddo Not Supported
Doublefin Not Supported
ESBeetle Not Supported
EV Observe Not Supported
Eloqua Not Supported
Hightouch Not Supported
LinkedIn Not Supported
Longview Tax Not Supported
Meltano Not Supported
Mindfuel Not Supported
Mozart Data Not Supported
OneStream Supported
Pivot Not Supported
Planview Hub Not Supported
Tableau Not Supported
Zoho Directory Not Supported
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