The platform for finance processes

vPlan is the easiest planning software for finance teams to keep track of their work and achieve results. Simplify tasks and achieve your goals. From contract management to financial services and budget control, vPlan optimises your team for maximum efficiency and results.

vPlan Finance: An image of the Kanban view in vPlan for an overview of task statuses, with an element of recurring appointments and communication.

15,000+

Users

4.8

Customer rating

36%

Productivity increase per customer

Always on schedule

Work ahead with recurring tasks

Whether it’s periodic administration, such as VAT returns, or monthly reports. With vPlan, you keep financial tasks on schedule. Set up your recurring tasks once and focus on the important work.

vPlan Finance: Two employees reviewing the planning and looking at the due dates of tasks.

Control your work

Don’t miss a financial deadline

With the wide choice of different views, everyone immediately sees which financial tasks need to be carried out. Set a due date for your tasks and receive automatic notifications. With vPlan, you keep track of all your financial activities.

vPlan Finance: A card in vPlan containing all the important information about a task, including recurring appointments.

Workload management

Gain control over your capacity

Plan your financial services and estimate the hours per task. Assign financial tasks to the right employees. With vPlan, you always have full control over your team’s capacity and task lead times.

vPlan Finance: An employee analysing the planning and reviewing time tracking records.

Powerful formulas

Count on vPlan

Throw Excel overboard. With the powerful formulas in vPlan, you can calculate anything. Add custom fields for budgeted amounts, actual expenses, supplier information, payment dates, and more. Get a grip on the financial picture.

vPlan Finance: A list view with various formula fields for budget and costs.

Integrate vPlan with your favorite tools and apps

Link your accounting system easily and quickly with our planning software. All information can be imported with the push of a button.

Integrate vPlan with your favorite tools and apps

Link your accounting system easily and quickly with our planning software. All information can be imported with the push of a button.

Key Features

Task overview in vPlan with status options (Open, In Progress, Review, Completed) and priority labels (Low, Deferred, Priority).
Track the status of financial processes.

Maintain an overview of processes

Share updates

Reduce errors

Statuses
Track the status of financial processes.

Maintain an overview of processes

Share updates

Reduce errors

vPlan formula screen with AI suggestions for deadline emojis, including system fields like client and project number.
Automate calculations for accuracy.

Use formulas for figures

Real-time insights

Access current data

Formulas
Automate calculations for accuracy.

Use formulas for figures

Real-time insights

Access current data

Marketing costs in vPlan with status (Completed, In Progress), labels (Event, External), resources, budget, and outcomes.
Add numerical data for clarity.

Make finances clear

Track specific data

Always up-to-date

Custom fields
Add numerical data for clarity.

Make finances clear

Track specific data

Always up-to-date

Weekly financial report in vPlan, including recurrence settings, checklist, and attachment for documentation.
Automate recurring financial tasks.

Automate tasks

Never miss deadlines

Work more efficiently

Recurring appointments
Automate recurring financial tasks.

Automate tasks

Never miss deadlines

Work more efficiently

Satisfied customers

Discover the stories of growth and success from customers who use vPlan as their planning solution.