Anaplan vs. Modeliks Comparison


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Sales operations teams buy it because it can be configured, changed and reported on without a dedicated administrator, outside consultants or a multi-year build. Reps use it because the pipeline is visual and the next step is obvious. Voyager AI — predictive deal and pipeline guidance in context, with native MCP so Coevera data is available to the AI tools your team already uses. Visual pipeline management — drag-and-drop pipelines, buying centers and relationship maps, so who is involved in a deal and what stage it is actually in are both visible. Guided selling — your stages, required activities and qualification criteria enforced in the flow of work rather than in a document. Automatizer — no-code workflow automation your own ops team builds and changes. Reporting and forecasting built in — no BI licence required, with BI Feeder exporting to Tableau, Power BI and others when your analysts want the raw data. Three editions at three price points — $85, $115 and $150 per user per month. Implementations run in weeks, not quarters. Served markets: United States, Canada, the United Kingdom, Australia, New Zealand and Europe, with English, German, Spanish and Italian as focus languages. 752 Ratings Visit Website Banker's Dashboard Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. 6 Ratings Visit Website Budgyt Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. 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SOX & GAAP compliance Financial controls, forecasting & Reports, Treasury & tax Process Automation (AI, Machine Learning, Robotic Process Automation) Supply Chain & Inventory Templated Integrations Manufacturing and the ability to scale... 4,559 Ratings Visit Website Creatio Creatio is an AI CRM and workflow platform where people and AI agents work together — with no limits on users, agents, workflows, or scale. Built for midsize and large organizations, it combines best-in-class CRM across sales, marketing, and service with an AI-native, no-code engine that lets business teams automate workflows, deploy AI agents, and adapt processes without developer dependency. The platform includes Creatio Business Studio for building applications and AI agents using natural language and visual designers, and Creatio AI Studio — a dedicated environment for managing the full enterprise agent lifecycle, from building and deploying to governing and optimizing agents at scale. 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Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 586 Ratings Visit Website Planview Portfolios Planview Portfolios is a Strategic Portfolio Management product that helps organizations translate strategy into results, managing investment trade-offs against capacity and financials, governing delivery against outcomes, and operating from a connected view of strategy, work, resources, and outcomes. Forward Planning • Scenario comparison against priorities, constraints, and dependencies, combining manually built scenarios with AI-generated options • Investment prioritization, capacity planning, and demand management • Program and product funding, roadmapping, and financial planning • Forecast versus actuals tracking Outcome-Led Governance • Connected objectives and key results across portfolio, program, and team levels • Strategic missions translated into specific investments • Program management, project planning, and resource management • Process automation, time reporting, and portfolio reporting and dashboards, with out-of-the-box reports and Power BI integration • A governance and visibility layer across delivery modes, giving a unified strategic view of work happening in other Planview products used for Lean-Agile and collaborative execution Contextual Intelligence • A Connected Work Graph mapping relationships between strategy, dependencies, work, resources, and outcomes • Planview Anvi, the AI built into Portfolios, which generates planning scenarios, surfaces status, risk, and sentiment signals for governance, and identifies patterns across the Connected Work Graph • Anvi available through in-app intelligence, Anvi Chat, and Anvi Home • Connections to systems of record across an organization's existing technology stack through Planview Hub Security and Deployment • SOC 2, ISO 27001, and ISO 27701 certification • Data encryption in storage, transit, and backups • Cloud-hosted or on-premise deployment options • Customer data is not used to train AI models and is not shared with other customers or third parties • Planview Anvi operates within the customer's own Planview environment rather than as an external service 200 Ratings Visit Website
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 All-in-one forecasting, budgeting, reporting and business planning solution. It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. Financial Planning: Build accurate, driver-based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting: Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data-driven and informed decisions. Business Planning: Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates.
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 Not Supported iPad Not 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 Users wanting a platform for financial & business planning
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Not Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Not Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Supported	Pricing $19 per month Start package - 19$ per month Fund package - 35$ per month Grow package - 59$ per month Enterprise package - 119$ per month Yearly packages with 30% discount. 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 Not Supported
Company Information Anaplan Founded: 2006 United States www.anaplan.com	Company Information Modeliks Founded: 2022 Ireland www.modeliks.com
Alternatives Martus Martus Solutions	Alternatives Exopen
Quick Consols	Account-Ability
OnPlan	Symfio
Workday Adaptive Planning Workday	Workday Adaptive Planning Workday
Vena Vena Solutions View All	FinModelsLab View All
Categories Accounting Supported Budgeting Supported Business Performance Management Supported Cash Flow Forecasting Supported Compensation Management Supported Financial Analytics Supported Financial Close Supported Financial Consolidation Supported Financial Planning and Analysis (FP&A) Supported Lead Management Supported Predictive Analytics Supported Sales and Operations Planning (S&OP) Supported Sales Compensation Supported Sales Force Automation Supported Sales Performance Management Supported Sales Planning Supported Strategic Planning Supported Supply Chain Planning Supported	Categories Financial Planning and Analysis (FP&A) Supported Financial Reporting Supported
Show More Features 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	Show More Features Financial Reporting Features "What If" Scenarios Supported Audit Trail Not Supported Balance Sheet Supported Cash Management Supported Consolidation / Roll-Up Not Supported Forecasting Supported General Ledger Not Supported Income Statements Supported Multi-Company Supported Multi-Department / Project Supported Profit / Loss Statement Supported
Integrations 5X Supported Adobe Marketo Engage Supported Aleph Supported Alumio Supported Causal Supported Composable DataOps Platform Supported CorralData Supported Dataddo Supported Doublefin Supported ESBeetle Supported Eloqua Supported Ikigai Supported Meltano Supported Mindfuel Supported Pivot Supported Planview Hub Supported QuickBooks Accountants Not Supported Rippling Supported Y42 Supported Show More Integrations View All 27 Integrations	Integrations 5X Not Supported Adobe Marketo Engage Not Supported Aleph Not Supported Alumio Not Supported Causal Not Supported Composable DataOps Platform Not Supported CorralData Not Supported Dataddo Not Supported Doublefin Not Supported ESBeetle Not Supported Eloqua Not Supported Ikigai Not Supported Meltano Not Supported Mindfuel Not Supported Pivot Not Supported Planview Hub Not Supported QuickBooks Accountants Supported Rippling Not Supported Y42 Not Supported Show More Integrations View All 1 Integration
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