BluePlanner Overview

BluePlanner is an advanced financial reporting software designed to help businesses gain insights into their financial performance. This platform provides tools for creating detailed reports, forecasts, and analyses, allowing organizations to make informed decisions based on real-time data. With BluePlanner, users can easily consolidate financial data from multiple sources, ensuring accuracy and consistency in reporting. The software's intuitive interface enables users to customize reports to meet their specific needs, while interactive dashboards offer visual representations of financial metrics. Additionally, BluePlanner supports collaborative features, making it easy for teams to share insights and discuss strategies. Whether for small businesses or large enterprises, BluePlanner empowers organizations to achieve their financial goals through effective reporting and analysis.

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Contact Details

  • Vendor Name UpClear
  • Founded 2007
  • Location United States

Support

  • Email Email
  • Phone Phone
  • Chat Chat
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Documentation Documentation
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English, French, Japanese, Spanish


Industries

Food & Beverages

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BluePlanner Features

  • Arrow Icon Ad hoc Reporting
  • Arrow Icon Strategic Planning
  • Arrow Icon Dashboard
  • Arrow Icon Real Time Analytics
  • Arrow Icon Multiple Data Sources
  • Arrow Icon Data Transformation
  • Arrow Icon Scorecards
  • Arrow Icon Metadata Management
  • Arrow Icon Customizable Reports
  • Arrow Icon Trend Analysis
  • Arrow Icon Data Import/Export
  • Arrow Icon Collaboration Tools
  • Arrow Icon Key Performance Indicators
  • Arrow Icon Data Extraction
  • Arrow Icon Data Visualization
  • Arrow Icon Forecasting
  • Arrow Icon Data Connectors
  • Arrow Icon Data Synchronization
  • Arrow Icon Self Service Data Preparation
  • Arrow Icon Visual Analytics
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Mapping
  • Arrow Icon Predictive Analytics
  • Arrow Icon Dashboard Creation
  • Arrow Icon Performance Metrics
  • Arrow Icon Reporting/Analytics
  • Arrow Icon General Ledger
  • Arrow Icon Forecasting
  • Arrow Icon Self-Service Reporting
  • Arrow Icon Financial Analysis
  • Arrow Icon Strategic Planning
  • Arrow Icon Expense Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Income & Balance Sheet
  • Arrow Icon Financial Management
  • Arrow Icon Cash Management
  • Arrow Icon Multi-Department/Project
  • Arrow Icon Profit/Loss Statement
  • Arrow Icon Real Time Reporting
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Data Visualization
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Collaboration Tools
  • Arrow Icon Purchase Order Management
  • Arrow Icon Multi-Currency
  • Arrow Icon Asset Lifecycle Management
  • Arrow Icon Data Import/Export
  • Arrow Icon Receipt Management
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Search/Filter
  • Arrow Icon Pipeline Management
  • Arrow Icon Social Media Integration
  • Arrow Icon Data Import/Export
  • Arrow Icon Prospecting Tools
  • Arrow Icon Task Management
  • Arrow Icon Customer Database
  • Arrow Icon Campaign Management
  • Arrow Icon Lead Nurturing
  • Arrow Icon Segmentation
  • Arrow Icon Email Management
  • Arrow Icon CRM
  • Arrow Icon Sales Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Calendar Management
  • Arrow Icon Document Storage
  • Arrow Icon Drag & Drop
  • Arrow Icon Collaboration Tools
  • Arrow Icon Lead Management
  • Arrow Icon Sales Pipeline Management
  • Arrow Icon Lead Distribution
  • Arrow Icon Email Marketing
  • Arrow Icon Opportunity Management
  • Arrow Icon Data Synchronization
  • Arrow Icon Interaction Tracking
  • Arrow Icon Lead Capture
  • Arrow Icon Cash Management
  • Arrow Icon Expense Tracking
  • Arrow Icon Multi-Currency
  • Arrow Icon What If Scenarios
  • Arrow Icon Customizable Reports
  • Arrow Icon Billing & Invoicing
  • Arrow Icon Data Import/Export
  • Arrow Icon Financial Management
  • Arrow Icon Consolidation/Roll-Up
  • Arrow Icon Activity Dashboard
  • Arrow Icon Bank Reconciliation
  • Arrow Icon Audit Trail
  • Arrow Icon Forecasting
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Data Visualization
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Company
  • Arrow Icon Financial Analysis
  • Arrow Icon For Airlines
  • Arrow Icon Forecasting
  • Arrow Icon Inventory Control
  • Arrow Icon Dynamic Pricing
  • Arrow Icon Price Optimization
  • Arrow Icon For Hospitality Industry
  • Arrow Icon Competitive Analysis
  • Arrow Icon Recommendations
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Multi-Channel Management
  • Arrow Icon Yield Management
  • Arrow Icon Compliance Management
  • Arrow Icon Demand Forecasting
  • Arrow Icon Email Marketing
  • Arrow Icon Campaign Management
  • Arrow Icon Pipeline Management
  • Arrow Icon Lead Management
  • Arrow Icon Lead Capture
  • Arrow Icon Referral Tracking
  • Arrow Icon Sales Activity Management
  • Arrow Icon Performance Metrics
  • Arrow Icon Third-Party Integrations
  • Arrow Icon Customer Database
  • Arrow Icon Territory Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Forecasting
  • Arrow Icon Contact Management
  • Arrow Icon Task Management
  • Arrow Icon Opportunity Management
  • Arrow Icon Customizable Fields
  • Arrow Icon Trade Agreement Management
  • Arrow Icon Claims Management
  • Arrow Icon Workflow Management
  • Arrow Icon Price/Margin Management
  • Arrow Icon Discount Management
  • Arrow Icon Competitive Analysis
  • Arrow Icon Compliance Management
  • Arrow Icon Demand Forecasting
  • Arrow Icon ROI Tracking
  • Arrow Icon Promotions Management
  • Arrow Icon Settlement Management
  • Arrow Icon Promotion Calendar
  • Arrow Icon Performance Metrics
  • Arrow Icon Customer Management
  • Arrow Icon Budgeting/Forecasting
  • Arrow Icon Promotion Optimization

BluePlanner Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • Free Trial Available

Free Version

  • NA

Payment Frequency

  • NA

BluePlanner FAQs

BluePlanner is an advanced financial reporting software designed to help businesses gain insights into their financial performance. This platform provides tools for creating detailed reports, forecasts, and analyses, allowing organizations to make informed decisions based on real-time data. With BluePlanner, users can easily consolidate financial data from multiple sources, ensuring accuracy and consistency in reporting. The software's intuitive interface enables users to customize reports to meet their specific needs, while interactive dashboards offer visual representations of financial metrics. Additionally, BluePlanner supports collaborative features, making it easy for teams to share insights and discuss strategies. Whether for small businesses or large enterprises, BluePlanner empowers organizations to achieve their financial goals through effective reporting and analysis.

  • No, BluePlanner does not offer a free version.

  • Yes, BluePlanner offers a free trial.

  • No, Credit Card details are not required for the BluePlanner trial.

  • No, BluePlanner does not offer an API.

  • BluePlanner offers support with the following options:
    • Email , Phone , Chat , Knowledge Base , FAQs/Forum

  • BluePlanner offers training with the following options:
    • In-person , Live Online , Webinar , Documentation , Videos

  • BluePlanner supports the following languages:
    • English , French , Japanese , Spanish

  • Following are the typical users of the BluePlanner:
    • Self-Employed , Small-Business , Midsize-Business

  • BluePlanner supports the following deployment:
    • Cloud Hosted

  • BluePlanner supports the following devices and operating systems:
    • Web-Based