# accoPLANNING Reviews **Vendor:** accoTOOL **Category:** [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) **Average Rating:** 5.0/5.0 **Total Reviews:** 2 ## About accoPLANNING accoTOOL is Custom Visuals developed to unlock Writeback in Power BI. accoTOOL currently consists of two different tools both using the Power BI engine to automate, accelerate and maintain integrity of any data-entry scenario. accoPLANNING: For any planning related task, which requires fast reactive planning, using actuals to increase efficiency and reduce the number of manual tasks related to Planning, forecasting and budgeting. accoMASTERDATA: For any Masterdata related task, accoMASTERDATA simplifies maintenance of any table which includes multiple unique entities and includes a powerful Validation engine, which increases data-entry precision. ## accoPLANNING Pros & Cons **What users like:** - Users praise the **excellent customer support** of accoPLANNING, facilitating a smooth planning and forecasting experience. (2 reviews) - Users value the **ease of use** of accoPLANNING, praising its simplicity and effective integration options. (2 reviews) - Users value the **easy integrations** of accoPLANNING, finding it simple to implement and utilize effectively. (1 reviews) - Users value the **implementation ease** of accoPLANNING, finding it straightforward for both initial and result datasets. (1 reviews) - Users value the **innovation** of accoPLANNING, simplifying complex calculations for effective planning and forecasting. (1 reviews) - Integrations (1 reviews) **What users dislike:** - Users often face **limitations with Power BI** that restrict data handling and integration with accoPLANNING. (1 reviews) - Users are frustrated by the **storage limitations** imposed by Power BI, restricting data processing and database interactions. (1 reviews) ## accoPLANNING Reviews ### 1. Flexible and effective **Rating:** 5.0/5.0 stars **Reviewed by:** Troy B. | Co-Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** July 29, 2024 **What do you like best about accoPLANNING?** It's a simple cost-effective Power BI add in that allows for someone to simplify the complex calculations required in the planning and forecasting process. Customer support is excellent! **What do you dislike about accoPLANNING?** The major downside which could be considered a positive is frequent updates. Everyone working in the Power BI world should be used to frequent updates. **What problems is accoPLANNING solving and how is that benefiting you?** It addresses the significant challenges of centralization and the complex calculations needed for distributing values in the planning and forecasting process. This solution enables a company to cut down the time required for planning and forecasting from weeks to just days. ### 2. Gave us capabilities critical for our company **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consulting | Small-Business (50 or fewer emp.) **Reviewed Date:** August 11, 2024 **What do you like best about accoPLANNING?** Customer support is great. Simplicity in the dataset design for both the initial and result set. Many options for planning. Many options for integration and implementation. **What do you dislike about accoPLANNING?** Mainly it has to do with the limitations set by Power BI. Power BI its self has limitations on the amount of data you can work with and send back to the database. **What problems is accoPLANNING solving and how is that benefiting you?** It enables users with limited technical expertise to effortlessly perform complex data tasks in just minutes. This application significantly reduces the time spent on planning and forecasting, saving weeks of labor. It also empowers the sales team, who possess the most accurate operational insights, to take on these responsibilities directly, ensuring more effective and informed decision-making at the front line of the business. - [View accoPLANNING pricing details and edition comparison](https://www.g2.com/products/accoplanning/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-21+03%3A00%3A52+-0500&secure%5Bsession_id%5D=15fa90be-76d4-4000-b20e-c9556c30f5b3&secure%5Btoken%5D=9549901ed01b522276468465de21f53709ce847c2195af2308373c935c55c98e&format=llm_user) ## accoPLANNING Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top accoPLANNING Alternatives - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,127 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (487 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (468 reviews)