--- 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: '2026-09-28' 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 Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews. **What users like:** - Users praise the **excellent customer support** of accoPLANNING, enhancing their overall experience and satisfaction. (2 reviews) - Users value the **ease of use** of accoPLANNING, making planning and forecasting simple and effective. (2 reviews) - Users value the **easy integrations** of accoPLANNING, which enhance their planning and implementation experiences seamlessly. (1 reviews) - Users praise the **implementation ease** of accoPLANNING, highlighting its simple dataset design and numerous integration options. (1 reviews) - Users value the **innovation** of accoPLANNING, simplifying complex calculations in planning and forecasting efficiently. (1 reviews) - Integrations (1 reviews) **What users dislike:** - Users are frustrated by the **limitations of Power BI** , which restrict data handling and integration with accoPLANNING. (1 reviews) - Users are frustrated by the **storage limitations** of Power BI, hindering data handling 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.) **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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.) This reviewer's identity has been verified by our review moderation team. They have asked not to show their name, job title, or picture. **Current User:** The reviewer uploaded a screenshot or submitted the review in-app verifying them as current user. **Validated Reviewer:** Validated through a business email account **Incentivized:** This reviewer was offered a nominal gift card as thank you for completing this review. **Source: G2 invite:** Invitation from G2. This reviewer was offered a nominal gift card as thank you for completing this review. **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 itself 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=2026-10-01+00%3A49%3A00+-0500&secure%5Bsession_id%5D=8adc1552-f8cc-4cf4-99b2-3bfb36889239&secure%5Btoken%5D=ad5a381074e8294d12d3bf6363b13cb286f5cd26d60f148b0f7e57302f13a157&format=llm_user) ## accoPLANNING Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods - Real-Time Data **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Budget Management** - Consolidation - Adjustments - Workflows **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI - Generative AI **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking - Financial Analysis **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **Additional Functionality** - Data Visualization - Purchase Order Management - Expense Management - Ad hoc Reporting - Multi-Company - Profit/Loss Statement - Workflow Management - Access Controls/Permissions - Customizable Reports - Forecasting - Dashboard Creation - Self-Service Reporting - Multi-Currency - Financial Management - "What If" Scenarios - Asset Lifecycle Management - Strategic Planning - Visual Analytics - Billing & Invoicing - Real-Time Reporting - Reporting/Analytics - Receipt Management - Scenario Planning - Alerts/Notifications - Collaboration Tools - Version Control - Activity Dashboard - General Ledger - Third-Party Integrations - Consolidation/Roll-Up - Drag & Drop - Income & Balance Sheet - Multi-Department/Project - Accounting - API - Chart of Accounts - AI Copilot - Cash Management ## Top accoPLANNING Alternatives - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,559 reviews) - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,139 reviews) - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (500 reviews)