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roosi and CoPlanner seal strategic partnership

To meet the demand for integrated solutions, the data intelligence consultancy roosi and the planning and consolidation specialist CoPlanner have agreed on a sales and technology partnership.

Graz/Rosenheim, 20 January 2021 - The German-Austrian data intelligence consultancy roosi GmbH has agreed on a sales and technology partnership with the Austrian manufacturer of the controlling software CoPlanner, CoPlanner Software & Consulting GmbH. roosi is expanding its portfolio to include business planning and consolidation solutions as well as other specialist applications and will thus also integrate the CPM requirements of its customers. With this partnership, CoPlanner expands its market access especially in Germany and in the public sector. The first joint customer projects have already been successfully launched.

Plan is nothing: planning is everything. Especially in economically uncertain and volatile times, companies are more than ever dependent on flexible, adaptable, reliable and secure planning and controlling solutions. Be it to plan staff deployment or short-term liquidity, or to effectively manage the sales pipeline and anticipate future developments in good time. True to the motto "plan, manage and control", closed-loop systems - i.e. controlling systems that provide integrated planning, analysis and reporting functionalities - have proven to be particularly effective. The integration of analysis and planning systems has been one of the most relevant trends in the field of data & analytics for years. With the ever-increasing importance of Artificial Intelligence (AI) and predictive methodologies in the data analytics environment, this trend continues to strengthen.

To meet the need for integrated solutions, data intelligence consultancy roosi and planning and consolidation specialist CoPlanner have agreed a sales and technology partnership. The aim of the partnership is to provide companies with optimum support in implementing and establishing modern planning models and processes, thereby making them crisis-proof.


"With its integrated functions regarding planning, analysis and reporting as well as its consolidation capabilities, the CoPlanner software offers us the perfect basis in the implementation of modern controlling solutions - at a very good price-performance ratio", Ralf Pichl, Managing Director of roosi GmbH, explains the partnership. "In addition, CoPlanner stands for many years of market maturity, high customer satisfaction and continuous and reliable product development. Perfect prerequisites for us as a value added reseller."


The strengths of CoPlanner are ...

  • the provision of integrated functionalities for planning, reporting analysis and financial consolidation.

  • comprehensive planning functionalities for bottom-up and top-down planning (including workflow management functionalities) as well as flexible modeling of individual planning applications.

  • predefined solutions and specialized applications, for example for integrated financial planning (balance sheet, income statement, cash flow analysis, etc.).

  • a feature-rich Excel add-in with cell-based and formula-based dynamic modes.

  • the integrated engine for multidimensional representation of relationally stored data including the possibility to connect to third-party products.

  • the open architecture that enables close integration with roosi GmbH's analytics and AI solutions.


"I am very excited about the new cooperation with our partner roosi. Together we can further increase the future-oriented added value for our customers", says Heinrich Nordsieck, Managing Director of CoPlanner Software und Consulting GmbH.


Through the partnership, CoPlanner interested parties and customers receive comprehensive and professional consulting with regard to data intelligence in controlling, a joint strong sales force as well as customer-oriented first and second level support.

roosi and CoPlanner support each other in partnership from customer acquisition and planning to project management and successful implementation at the customer's site. A selected team from Austria and Germany is already active together and well prepared for all upcoming projects on topics such as AI and Industrial-IoT supported planning.

About roosi GmbH

roosi GmbH supports its customers in the generation, transformation and storage of their data. roosi refines this data into relevant and meaningful information. This enables companies to gain a deep understanding of their current business and to actively manage further business development. By integrating, for example, sensor data and applying AI/ML, roosi increases the digital intelligence of client companies. The consulting portfolio of roosi GmbH comprises the following seven core areas: Data Strategy & Governance, Data Architecture, Data Management & Storage, IoT & Data Engineering, Virtualization & IT Infrastructure, Advanced Analytics, Corporate Performance Management & Business Intelligence.

roosi GmbH is the Data Intelligence Consultancy in Germany and Austria.

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About CoPlanner Software und Consulting GmbH
As a future-oriented software house for corporate controlling, CoPlanner develops controlling software for medium-sized companies with a focus on all processes in which data must not only be displayed, but also enriched. This includes planning, consolidation and reporting, but also specific use cases up to cost and performance accounting. The open platform allows the integration of AI algorithms and our solutions create a new benchmark for modern business management. In close cooperation with our customers, CoPlanner pursues one goal: management and specialist departments should always have an eye on the company's development, be able to plan ahead and control it.

Further information: