Anaplan vs. Velixo Comparison


Anaplan	Velixo	+	+
Learn More Update Features	Learn More Update Features	Add To Compare	Add To Compare


		Related Products Epicor Financials Epicor Financials is a cloud-native financial management solution that helps organizations streamline accounting processes, automate workflows, improve compliance, and gain real-time visibility into financial performance. Built on a modern cloud architecture, the platform combines core accounting, financial reporting, planning, analytics, governance, and AI capabilities within a unified ecosystem. Organizations can extend the core accounting solution through Epicor's broad ecosystem of business applications and ISV solutions. Designed exclusively for the cloud, Epicor Financials benefits from continuous innovation through regular upgrades and a modern CI/CD deployment approach, helping customers stay current without disruptive upgrades. The solution scales globally with support for multiple books, companies, sites, currencies, languages, and legal entities while maintaining centralized financial control. Visit Website Sage Intacct Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. 8,791 Ratings Visit Website Everstage Everstage is the leading Sales Commission Software that helps you drive the right business outcomes through incentives. Sales commissions, despite being a large business expense, is often a revenue lever that is not utilized to its full potential. Everstage helps you up-level your incentive program and drive profitable growth. Everstage is a trusted ICM for public companies and enterprises worldwide- across industries like SaaS, Business Services, Financial Services, Insurance, Real Estate, Life Sciences, Manufacturing, Staffing and more. Rated as #1 sales compensation management software, Everstage helps businesses streamline commission administration, boost sales performance and improve ROI with actionable insights. Top features: No-code plan designer, detailed commission statements, advanced commission forecasting, quota management, queries & approval workflows, deferred commissions (ASC606), BI-powered reporting, and more. 3,823 Ratings Visit Website Xero Save 80% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place. 6,132 Ratings Visit Website Martus Martus Solutions is a purpose-built budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! 187 Ratings Visit Website Coevera Coevera is an AI-native CRM and sales process platform for B2B sales organizations of 15 to 2,500 quota-carrying sellers — companies with a defined sales process, sales managers accountable for pipeline, and deals complex enough that consultation rather than transaction wins them. Formerly Pipeliner CRM, built since 2011 on one idea: a sales process should be visible, teachable and repeatable. Intelligence is the default state of the system, not a premium add-on. The platform is industry-agnostic; our strongest results have come from manufacturing, financial services, insurance, software, professional services, energy and mining. Sales leaders buy Coevera for a forecast they can defend. 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 license 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. 753 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. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. 291 Ratings Visit Website SAP S/4HANA Cloud Public Edition SAP Cloud ERP is the premier ERP solution for growth-focused organizations. Seamlessly integrating AI, and predictive analytics, it empowers businesses to digitally transform and streamline processes end to end. Leveraging built-in industry best practices, SAP Cloud ERP accelerates implementation while ensuring precision and flexibility across all functions. Its intuitive interface simplifies complexity, delivering real-time insights that drive strategic, data-driven decisions. Unlock new growth potential, streamline operations, and future-proof your organization in today’s fast-evolving digital landscape. SAP S/4HANA Public Edition isn’t just an ERP system it’s the cornerstone of sustained success. 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... 4,608 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. The AI CRM suite covers Marketing, Sales, and Service, each with embedded AI agents that handle routine tasks autonomously so teams can focus on higher-value work. Creatio's Unlimited Enterprise model removes per-seat, per-agent, and per-workflow pricing constraints entirely — the more your people and AI agents do together, the more value you get, without the cost scaling with it. The platform supports industry-specific deployments across 20+ verticals including financial services, manufacturing, high-tech, and public sector, backed by 700+ marketplace add-ons and a global network of 500+ partners. Recognized as a Leader and Strong Performer across multiple Gartner and Forrester reports, Creatio serves thousands of customers in 100+ countries. 589 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 Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.
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 Finance and operational professionals wanting a solution to optimize their reporting, budgeting, and automation operations
Support Phone Support Supported 24/7 Live Support Supported Online Supported	Support Phone Support Supported 24/7 Live Support 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 No information available. Free Version Not Supported Free Trial Not 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 Not Supported Live Online Supported In Person Supported
Company Information Anaplan Founded: 2006 United States www.anaplan.com	Company Information Velixo Founded: 2017 Canada www.velixo.com
Alternatives Martus Martus Solutions	Alternatives Martus Martus Solutions
Quick Consols	Talentia CPM Talentia Software
OnPlan	Vivid Reports
Workday Adaptive Planning Workday	Exopen
Vena Vena Solutions View All	TCM TCM Infosys 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 Budgeting Supported Dashboard Supported Data Analysis Supported Data Integration Supported Data Visualization Supported Financial Analytics Supported Financial Reporting Supported Reporting Supported Spreadsheet 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
Integrations Acumatica Cloud ERP Not Supported Aleph Supported Alumio Supported Causal Supported Composable DataOps Platform Supported Doublefin Supported ESBeetle Supported Eloqua Supported Ikigai Supported JAMIS Prime ERP Not Supported Longview Tax Supported Meltano Supported Microsoft 365 Not Supported Microsoft Outlook Not Supported Microsoft Teams Not Supported Mozart Data Supported Pivot Supported Sage Intacct Not Supported Y42 Supported Show More Integrations View All 27 Integrations	Integrations Acumatica Cloud ERP Supported Aleph Not Supported Alumio Not Supported Causal Not Supported Composable DataOps Platform Not Supported Doublefin Not Supported ESBeetle Not Supported Eloqua Not Supported Ikigai Not Supported JAMIS Prime ERP Supported Longview Tax Not Supported Meltano Not Supported Microsoft 365 Supported Microsoft Outlook Supported Microsoft Teams Supported Mozart Data Not Supported Pivot Not Supported Sage Intacct Supported Y42 Not Supported Show More Integrations View All 13 Integrations
Claim Anaplan and update features and information Claim Anaplan and update features and information	Claim Velixo and update features and information Claim Velixo and update features and information