Visionplanner

What Visionplanner does

Visionplanner B.V. is a Netherlands-based cloud SaaS company headquartered in Veenendaal, founded in 1996 and operating as a wholly-owned subsidiary of the European software conglomerate Visma Group. It develops modular financial reporting, compilation, audit, dashboard and workflow software for the Dutch and Belgian professional accounting market. The platform centers on four integrated products — Visionplanner Compilation (annual report compilation), Visionplanner Core (workflow management and integration backbone), Visionplanner Insights (dashboards, interim figures, forecasts and consolidations), and Visionplanner Audit (audit control work) — augmented by the Prepared by Client (PBC) document-collection module, the VAIA AI assistant, a mobile app, and the Connect Center integration hub. The company also retains legacy on-premise brands (Infine, Visionplanner Offline) and adjacent product lines MLE and Radar360 within the Visionplanner Groep umbrella.

Technology and regulatory positioning are core differentiators. The platform is SBR-certified for direct submission to the Dutch Chamber of Commerce, compliant with NVKS and NBA guidelines, and certified to ISO 27001 and ISAE 3402 Type 2. Native integrations span 30+ Dutch and international accounting and payroll systems (AFAS, Exact Online/Globe/Multivers, Twinfield, Yuki, SnelStart, AccountView, Caseware, Microsoft Dynamics 365 Business Central, SAP Business One, Visma.net, etc.), e-signature platforms (Hix, PinkWeb, ValidSign, PKIsigning), Microsoft SharePoint and Microsoft SSO, alongside an open API for custom integrations. Embedded knowledge-partner content from Auxilium, SRA, Extendum, Fiscount and Novak is delivered inside the workflow.

The business model is a tiered SaaS subscription, priced by office size and module package for accountantskantoren (accounting firms), administratiekantoren (administrative offices) and ondernemingen/KMO's (SMEs), with annual billing cadence and recurring revenue supplemented by training and support services. Go-to-market is sales-led and event-driven: direct demo requests via the website, personalized on-site and online demonstrations with experienced advisors, an annual Visionplanner Inspire conference, regional on-tour events, quarterly seasonal 'Boost' webinars, and an active content-marketing program (blog, podcast, whitepapers, customer testimonials). The company states it serves 4,000+ accounting and administrative offices, with the broader Visionplanner Groep reaching 5,000+ offices and ~250,000 end entrepreneurs, supported by approximately 140 employees, most of whom combine accounting backgrounds with software expertise. Managing Director Joris Joppe RA has led the company since 2022.

Name

Visionplanner

Legal name

Visionplanner B.V.

Website

https://visionplanner.com

Company type

Private

Founded year

1996

Operating status

Operating

Headcount range

11–50 employees

Short description

Visionplanner is a Netherlands-based cloud SaaS provider of financial reporting, compilation, audit, and dashboard software for accounting firms, administrative offices, and SMEs in the Netherlands and Belgium, integrated with 30+ accounting platforms. It operates as a subsidiary of Visma Group and serves 4,000+ offices.

Ownership category

akta.pro rank

Product category

Accounting and Financial Reporting Software

NAICS

Software Publishers (513210), Software Publishers (51321)

SIC

Services-Computer Programming, Data Processing, Etc. (7370)

akta.pro primary industry

Financial Reporting & Technical Accounting Advisory (GAAP/IFRS) (BPAHABAF)

akta.pro secondary industries

Accounting & Bookkeeping Services (BPAHABAC), Record-to-Report (R2R) Operations (End-to-End Accounting Ops, Statutory Pack Support) (BPAAAGAL)

Keywords

• Financial reporting software
• Accounting compliance software
• Annual account compilation
• Audit management software
• Financial dashboard reporting

Headquarters

HQ city

Veenendaal

HQ country

Netherlands

HQ region

Europe

Offices2 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Cloud-based software subscriptions with different module packages (Compilation, Insights, Audit, Core). Customers pay for access to the platform and its modules.
2. Training Services: Training sessions and onboarding support for customers learning to use Visionplanner software.
3. Support Services: Customer support including phone, email and support ticket system for software assistance.

Pricing tiers

Go-to-market motion3 records

Distribution channels3 records

Marketing channels8 records

Core offering

Visionplanner develops and sells cloud-based financial reporting software for accountants, administrative offices, and SMEs in the Netherlands and Belgium. The modular SaaS platform supports annual account compilation, audit workflows, interim reporting, dashboards, and SBR (Standard Business Reporting) submission, with an AI assistant (VAIA) for data analysis and account mapping.

Product overview

Visionplanner is a Dutch cloud-based reporting software platform for accountants, administrative offices, and small-to-medium enterprises (SMEs/KMOs). The platform operates on a modular architecture centered around four core products: Visionplanner Compilation (annual account compilation), Visionplanner Core (base module for workflow management and integrations), Visionplanner Insights (dashboards and financial reporting), and Visionplanner Audit (audit software). Additional modules include Prepared by Client (PBC) for document management, VAIA (AI assistant) for automated analyses and insights, Visionplanner App (mobile access), and Connect Center (integration hub). The company also offers on-premise options (Infine, Visionplanner Offline) for firms requiring local installations. Visionplanner integrates with over 30+ accounting and payroll software packages and supports digital signing through multiple e-signature platforms. The platform serves 4,000+ accounting and administrative offices, reaching approximately 250,000 end customers across the Netherlands and Belgium.

Differentiator

Problem solved

Functional benefit

Brands

• VAIA by Visionplanner: AI assistant that helps translate figures into insights
• Visionplanner Groep
• Connect Center
• Visionplanner App

Products and services

• Visionplanner Compilation Cloud-based annual account compilation software for accounting firms. Features a structured workflow guiding users through four phases (acceptance, planning, execution, completion), supports risk-based compilation approaches, and ensures compliance with Dutch regulations including SBR reporting.
• Visionplanner Core Base module for managing work processes and controlling report quality. Provides integration with accounting and payroll software, pre-built processes, and features that guarantee reporting quality. Includes administration monitor and consolidation capabilities.
• Visionplanner Insights Dashboard and reporting module providing financial insights for advising clients. Includes interim figures, benchmarks, forecasts, and consolidations displayed via customizable dashboards. Supports 40 standard dashboards and templates with flexible reporting options.
• Visionplanner Audit Audit software for accountants in audit practice. Simplifies audit work, ensures compliance with regulations, and provides clear overview of the audit process. Aligned with COS standards and NBA guidelines.
• Prepared by Client (PBC) Module for requesting and collecting client documents efficiently. Establishes a new standard for error-free collection of client information through structured document request workflows.
• Visionplanner App Mobile application providing always-on insight and easy mobile signing capabilities for clients to view dashboards and sign documents on-the-go.
• VAIA by Visionplanner Personal AI assistant that helps translate financial figures into understandable insights. VAIA helps create analyses, explains data, and automates recurring tasks such as mapping general ledger accounts using AI.
• Connect Center Integration hub that connects Visionplanner directly with all data sources, enabling seamless data flow from external accounting and payroll systems into the Visionplanner platform.
• Infine On-premise software for compiling annual accounts. Legacy product for firms requiring locally installed software solutions rather than cloud-based platforms.
• Visionplanner Offline Offline/desktop version of Visionplanner for firms requiring locally installed software with local data storage capabilities.
• Visionplanner Cloud Cloud-based deployment platform for Visionplanner software, enabling access from anywhere with automatic updates and secure data management.
• Visionplanner Training Services Training sessions and onboarding support for customers learning to use Visionplanner software.

Quantifiable outcome

• 20% more efficient annual report compilation
• +6 more outcomes

Named customers14 records

Segments3 records

Ideal customer profiles3 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration41 records

AI capability6 records

Feature8 records

Partnerships

Five partnerships are on record, tiered core, major and minor.

• Visma GroupcoreOthersVisionplanner is a subsidiary of Visma Group, a leading European cloud software company. As part of Visma, Visionplanner benefits from group resources, shared security standards (Visma Security Programme, DPO oversight), and integration with other Visma products.
• Knowledge Partners (Auxilium, SRA, Extendum, Fiscount, Novak)coreStrategic or Co-development PartnerVisionplanner integrates professional content from these accounting knowledge organizations directly into the software, providing users with access to guidelines, standards, and technical content relevant to Dutch accounting practices.
• Signing Partners (Hix, PinkWeb, ValidSign, PKIsigning)majorTechnology or IntegrationStandard integrations with electronic signing solutions enabling secure digital signing of compilation statements and annual reports directly from Visionplanner.
• Accounting Software Integrations (30+ partners)coreTechnology or IntegrationVisionplanner integrates with virtually all major Dutch accounting and payroll software including Yuki, Exact Online/Globe/Multivers, Twinfield, AFAS (Online/Profit/SB), SnelStart (all variants), AccountView, Caseware, and many others. Also integrates with Microsoft SharePoint for document management.
• DizzyDataminorStrategic or Co-development PartnerJoint collaboration on checklist for 'Van data naar dashboard' (From data to dashboard) content piece. Both companies are part of Visma group.

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Caseware International: Global provider of audit, compilation, and financial-reporting software used by accounting firms. Directly comparable to Visionplanner's Compilation and Audit modules, with overlapping workflows for annual accounts and assurance engagements.
• Exact (Wolters Kluwer): Dutch-origin cloud accounting and ERP software serving SMEs and accounting offices. Competes for the same Dutch accounting-firm buyer as Visionplanner and is an integration source rather than only a competitor in reporting workflows.
• Silverfin: Cloud platform for accounting firms focused on workflow, client dashboards, and benchmarking. Closely comparable to Visionplanner Insights and Core, targeting accounting practices with cloud-first client-collaboration and reporting tools.

Broad incumbents

• Wolters Kluwer (CCH): Global information services group whose CCH tax and accounting software suite targets accounting firms with compliance, workflow, and practice-management tools. Overlaps with Visionplanner on regulatory content and accounting-firm workflow, but at much broader global scale.
• Xero (Practice Tools): Global cloud accounting platform with Xero Practice Manager and Xero Analytics serving accounting firms. Comparable in customer segment (accounting practices) and category (cloud accounting/reporting), though broader and Anglophone-focused.

Regional players

• AFAS Software: Dutch payroll and accounting software vendor with deep penetration among Dutch accounting offices. Comparable as both an integration partner of Visionplanner and a competitor for the administrative-office segment.
• Yuki (Visma): Dutch cloud accounting platform owned by Visma Group, serving accounting and administrative offices. Sister Visma entity to Visionplanner with overlapping Dutch accounting-firm buyers and complementary cloud-accounting capabilities.
• SnelStart (Visma): Dutch SME accounting software, also owned by Visma Group, frequently integrated with Visionplanner via multiple native connectors. Comparable as part of the same Visma ecosystem and a key integration partner for Dutch accounting data flow.

Emerging players

• Karbon: Cloud practice-management and workflow platform for accounting firms with collaborative work, templates, and client communication. Comparable to Visionplanner Core for workflow management, though broader in scope and Anglophone-focused.
• Canopy: Practice-management suite for accounting firms offering client portals, document collection (similar to PBC), and workflow automation. Comparable to Visionplanner's PBC module and Core workflows, focused on the US mid-market accounting segment.

Market position

Strengths1 record

Weaknesses1 record

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/VisionplannerNL
• Facebookfacebook.com/visionplannersoftware

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles6 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

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

M&A

Investments

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

Frequently asked questions about Visionplanner