--- title: accoPLANNING Reviews meta_title: 'accoPLANNING Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how accoPLANNING works for a business like yours. aggregate_rating: rating_value: 5.0 review_count: 2 scale: '5' date_modified: '2026-06-30' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # 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, enhancing their overall experience and satisfaction. (2 reviews) - Users find accoPLANNING to be **easy to use** , simplifying complex planning and forecasting tasks effectively. (2 reviews) - Users value the **easy integrations** of accoPLANNING, appreciating the seamless options for implementation and planning. (1 reviews) - Users praise the **implementation ease** of accoPLANNING, noting its simplicity and extensive options for integration. (1 reviews) - Users value the **innovation** of accoPLANNING, simplifying complex calculations and enhancing the forecasting process effectively. (1 reviews) - Integrations (1 reviews) **What users dislike:** - Users face **limitations due to Power BI** , affecting data handling and integration with accoPLANNING. (1 reviews) - Users express concerns about the **storage limitations** imposed by Power BI, impacting data handling capabilities. (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=2026-07-07+02%3A22%3A06+-0500&secure%5Bsession_id%5D=c4040be6-64c9-4769-8135-a51131707af7&secure%5Btoken%5D=36d58de3f6de86025fd790be5e6af4b014059f7df84c013abe29d66433af71fc&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 - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,479 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,131 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (492 reviews)