PowerPlan

What PowerPlan does

PowerPlan is an enterprise software vendor specializing in tax, accounting, regulatory, and capital planning software for asset-intensive industries, principally utilities, oil and gas, telecommunications, and transportation. The Atlanta-headquartered company serves 200+ enterprise customers, including 90% of Investor-Owned Utilities, and manages approximately $4T in customer Property, Plant & Equipment data. Its product suite spans Project & Asset Accounting, Refunds & Reimbursables, Lease Accounting (ASC 842/IFRS 16/FERC), Depreciation Studies, Asset Retirement Obligation, Tax Fixed Assets, Tax Provision (and Provision NXT), Tax Repairs, Property Tax, Regulatory rate case support, Departmental Budgeting, Project Cost Management, Budgeting & Forecasting, and Asset Investment Optimization. In February 2026 the company launched PowerPlan NXT, its next-generation AI-powered SaaS platform consolidating its domain logic with generative AI, predictive analytics, and intelligent workflow automation.

Underlying the application layer is a stack of integration and automation infrastructure, including Data Hub REST APIs, an Integration Hub, a no-code Workflow Process Automation builder, and prebuilt bidirectional adapters for SAP S/4HANA, IBM Maximo, and Oracle Fusion Cloud ERP. The platform targets compliance-heavy workflows such as FERC regulatory accounting, ASC 410-20 asset retirement obligations, multi-jurisdiction property tax, and depreciation studies - calculations that general-purpose ERPs do not natively perform.

PowerPlan operates as an independent subsidiary of Roper Technologies (Nasdaq: ROP, S&P 500 / Nasdaq 100 constituent). Revenue derives from multi-year SaaS subscriptions, tiered implementation and managed services (Premier Support, Strategic Oversight, Cloud Services, Application Security), and PowerPlan Learning training programs. Distribution combines direct field sales to enterprise CFOs and tax/finance leaders with strategic co-sell partnerships, most notably with Oracle and Deloitte, and annual touchpoints such as the ELEVATE user conference and Oracle Customer Edge Summit.

Name

PowerPlan

Legal name

PowerPlan

Website

https://powerplan.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

501–1,000 employees

Short description

PowerPlan provides AI-powered tax, accounting, regulatory, and capital planning SaaS for 200+ asset-intensive enterprises across utilities, oil and gas, telecommunications, and transportation, operating as an independent subsidiary of Roper Technologies from its Atlanta headquarters.

Ownership category

akta.pro rank

Headquarters

HQ city

Atlanta

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

Personnel, Technology or R&D, Operations, Marketing or Sales, Infrastructure

Revenue model

1. Software Subscriptions (SaaS): Subscription-based SaaS delivery model for PowerPlan NXT platform and cloud solutions including Tax Fixed Assets, Tax Provision, and other modules. Recurring annual or multi-year contract revenue.
2. Implementation Services: Professional services for system implementation, configuration, and integration with ERP/EAM systems. Zero-failure implementation track record.
3. Managed Services: Tiered managed service program providing IT and business support including Premier Support, Strategic Oversight, Cloud Services, and Application Security.
4. Training Services: PowerPlan Learning platform offering online and onsite training, CPE credits, and certification courses for customers.

Pricing tiers

Go-to-market motion2 records

Distribution channels3 records

Marketing channels8 records

Core offering

PowerPlan provides an enterprise SaaS platform for tax, accounting, regulatory compliance, and planning purpose-built for asset-intensive industries including utilities, oil and gas, telecommunications, and transportation. The platform manages the full asset lifecycle from project costing through tax filing, depreciation, lease accounting, and regulatory reporting, with pre-built integrations to major ERP and EAM systems.

Product overview

PowerPlan is a unified platform-plus-modules architecture offering AI-powered tax and accounting software for asset-intensive businesses. The core PowerPlan NXT platform delivers intelligent automation, real-time compliance monitoring, and intelligent workflows. The accounting suite includes Project & Asset Accounting, Refunds & Reimbursables, Lease Accounting, Depreciation Studies, and Asset Retirement Obligation modules. The tax portfolio features Tax Fixed Assets (TFA), Tax Provision/P Provision NXT, Tax Repairs, and Property Tax modules. Planning & Analysis includes Departmental Budgeting, Project Cost Management, Budgeting & Forecasting, and Asset Investment Optimization. Integration tools comprise Data Hub (REST APIs), Integration Hub, Workflow Process Automation, and ERP & EAM Adapters for SAP and Maximo. Regulatory completes the suite for rate case and compliance management.

Differentiator

Problem solved

Functional benefit

Products and services

• PowerPlan NXT Cloud-based enterprise platform that serves as the foundation of PowerPlan's integrated tax, accounting, regulatory, and planning solution suite, designed for asset-intensive companies.
• Tax Fixed Assets (TFA) Fixed-asset tax accounting solution for managing tax books, asset records, depreciation calculations, and tax filings.
• Provision NXT Tax provision solution that automates income tax provision calculations, deferred tax tracking, and financial reporting for corporate tax departments.
• Lease Accounting ASC 842 / IFRS 16 lease accounting solution for tracking leases, calculating right-of-use assets and lease liabilities, and producing compliant disclosures.
• Depreciation Studies Service and software offering for performing depreciation and useful-life studies to support tax filings and regulatory rate cases.
• Asset Retirement Obligation (ARO) Solution for calculating, tracking, and reporting asset retirement obligations tied to long-lived assets in regulated and asset-intensive operations.
• Tax Repairs Solution for identifying, electing, and documenting repair-and-maintenance deductions available to utility and telecom taxpayers.
• Property Tax Property tax management solution that tracks personal property assets, generates renditions, and manages valuations and filings.
• Regulatory Regulatory accounting and rate-case support software for tracking regulatory assets, liabilities, deferred costs, and reporting for utility commissions.
• Departmental Budgeting Departmental budgeting and expense-planning solution for allocating, tracking, and managing operational and capital budgets.
• Project Cost Management Capital project costing solution for capturing, approving, and capitalizing project costs and integrating them with fixed-asset and regulatory records.
• Budgeting and Forecasting Financial planning solution for multi-year budgeting, forecasting, and scenario modeling across an asset-intensive enterprise.
• Asset Investment Optimization Analytics-driven solution for prioritizing and optimizing capital investment across an asset portfolio to maximize financial and operational returns.
• Refunds and Reimbursables Solution for tracking, claiming, and recovering refunds, rebates, and reimbursable expenditures across operating companies.
• Implementation Services Professional services for deploying, configuring, integrating, and rolling out PowerPlan software at customer sites.
• Managed Services Ongoing outsourced operational support for tax, depreciation, regulatory, and accounting processes executed on the PowerPlan platform.

Quantifiable outcome

• 99% customer retention rate
• +9 more outcomes

Named customers23 records

Segments4 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

AI capability4 records

Feature10 records

Partnerships

Three partnerships are on record, tiered core, supporting and flagship.

• OraclecoreTechnology or Integration · 7 April 2026Strategic partnership where PowerPlan participates in Oracle Customer Edge Summit and Oracle's enhanced partner program. PowerPlan solutions are certified to integrate with Oracle Fusion Cloud ERP and accelerate utility ERP deployments. Joint go-to-market with pre-configured workflows for utility asset accounting and regulatory compliance.
• DeloittesupportingImplementation/ SI/ Consulting Partner · 7 April 2026Deloitte Consulting serves as implementation and consulting partner, providing technology expertise and collaboration approaches for joint customer success. Deloitte Technology Fellow Gregory Ingraffia participates in Oracle Customer Edge Summit session.
• ExelonflagshipOthersExelon has been a PowerPlan client for more than 28 years. Recently went live on PowerPlan's Tax Fixed Assets solution as part of cloud transformation. Presented together at Oracle Customer Edge Summit to showcase Finance Transformation success story.

Scale indicators10 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Vertex Inc. Vertex Inc. is the closest direct competitor to PowerPlan, providing tax technology (particularly sales/use tax and indirect tax) for large enterprises. While Vertex's strongest position is in transaction tax, both companies compete for the tax-and-accounting software budget at asset-intensive enterprise customers and target similar finance leadership buyers.
• Wolters Kluwer (CCH / Corptax): Wolters Kluwer's Corptax and CCH tax suites serve enterprise tax provision, compliance, and fixed-asset depreciation needs. They directly overlap with PowerPlan's Tax Provision and Tax Fixed Assets modules at multi-entity, multi-jurisdiction enterprise customers.
• OneSource Tax (Thomson Reuters): Thomson Reuters' OneSource suite provides corporate tax compliance, provision, and depreciation solutions that compete with PowerPlan for the same enterprise tax-and-accounting buyer. Both target complex multi-entity, multi-jurisdiction tax workflows at Fortune-class companies.

Emerging players

• Longview Tax ( insightsoftware ): Longview Tax (part of insightsoftware) provides tax provision and fixed-asset software for large enterprises. It competes with PowerPlan in tax provision specifically, particularly with mid-market and lower-segment enterprise customers where PowerPlan is less focused.
• Trimble Unity: Trimble Unity is a utility-focused asset and operations management suite that overlaps with PowerPlan's capital planning and project cost management modules for electric, water, and gas utilities. It is a more emerging/niche player focused on field-to-office asset lifecycles.
• Avalara: Avalara provides automated tax compliance (sales/VAT/transaction tax) software. While it leads in transactional tax rather than fixed-asset depreciation, it competes for the broader 'enterprise tax-software budget' and is often in adjacent evaluation by the same CFOs/tax directors that buy PowerPlan.

Broad incumbents

• SAP S/4HANA Finance: SAP is both a partner (prebuilt PowerPlan adapter) and a competitor — its S/4HANA Finance suite is the incumbent ERP at many utilities and asset-intensive enterprises. The risk-replacement dynamic with SAP is the central competitive dynamic for PowerPlan's Project & Asset Accounting suite.
• Oracle Fusion Cloud ERP: Oracle is PowerPlan's most important channel partner (joint go-to-market, Customer Edge Summit) but Fusion Cloud ERP also represents a long-term incumbent threat as Oracle continues to embed more fixed-asset and tax functionality natively.
• Workday Financial Management: Workday is a broader financial planning / ERP incumbent expanding into enterprise finance. While it does not deeply cover utility-specific tax depreciation, it competes for the enterprise cloud-finance wallet and could displace lighter PowerPlan modules over time.

Others

• Vertafore: Vertafore, a fellow Roper Technologies Application Software subsidiary, serves the insurance vertical with specialized SaaS. Useful comparable for Roper's operating model and capital allocation framework, even though the end-vertical (insurance) and product (agency management) differ.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks5 records

Key highlights8 records

Customer concentration

• Xx.com/powerplan
• LinkedInlinkedin.com/company/powerplan-inc-

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Funding overview

Funding rounds2 records

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A1 record

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about PowerPlan