Effectplan International AB

What Effectplan International AB does

Effectplan International AB is a Stockholm-based software company that develops and operates a cloud-based Corporate Performance Management (CPM) platform focused on budgeting, forecasting, and financial planning. The product is positioned as a modern alternative to Excel-based planning and custom-programmed legacy systems, targeted at three primary personas: CFOs, FP&A managers, and budget-responsible managers. The platform combines ease-of-use with drag-and-drop configuration, distributed planning under central governance, real-time consolidated reporting with role-based dashboards, and ERP/BI integration via a REST-based API. A specialized Percentage-of-Completion (PoC) forecasting module supports construction-industry CFOs using cost-to-cost, efforts-expended, and units-of-delivery methods.

The underlying technology is a multi-tenant cloud architecture with structured data models, template-driven configuration logic, role-based access control, audit logging, and version management. Built-in reporting and visualization reduce dependence on third-party BI tools, although native QlikView and other BI integrations are supported. Since 2023, the company has been incorporated as a business within the Visma group, the Nordic region's largest ERP supplier, which materially shapes its go-to-market and capital structure.

Commercially, Effectplan operates a quote-based annual SaaS subscription model with no publicly disclosed pricing tiers, capturing leads primarily through website demo-request and contact forms. Distribution is hybrid: a 1–10 person operating entity relies on direct enterprise field sales for inbound demo conversions, while a network of seven named Nordic channel partners — Fellowmind, Softronics, Tallmaker, Qlear, twoday, DBI Provider, and House of Control — provides regional delivery, implementation, and integration capability. Named enterprise customers span steel/metals (Tibnor), pharma (Camurus), insurance/pension (SPP), government/aviation (Luftfartsverket), and non-profit (Fryshuset), and the company claims user presence in over 100 countries, although operating concentration is in the Nordics.

Name

Effectplan International AB

Legal name

Effectplan International AB

Website

https://effectplan.com

Company type

Private

Founded year

2012

Operating status

Operating

Headcount range

1–10 employees

Short description

Effectplan International AB is a Stockholm-based SaaS provider of cloud-based Corporate Performance Management software for budgeting, forecasting, and reporting, serving CFOs, FP&A managers, and budget-responsible managers in Nordic enterprises and operating within the Visma group since 2023.

Ownership category

akta.pro rank

Product category

Financial Planning and Budgeting Software

NAICS

Computer Systems Design Services (541512)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Enterprise Performance Management (EPM) & FP&A Platforms (HDAEAEAK)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Financial planning software
• Budgeting and forecasting
• Corporate performance management
• Cloud CPM platform
• FP&A software

Headquarters

HQ city

Stockholm

HQ country

Sweden

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B

Offering type

Software

Cost components

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

Revenue model

1. SaaS Subscription: Effectplan operates as a cloud-based SaaS planning tool, generating recurring subscription revenue from organizations that use the platform for financial planning and budgeting. The company has been part of Visma group since 2023.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Effectplan provides a cloud-based SaaS financial planning and budgeting platform that lets organizations streamline budget and forecasting processes using drag-and-drop configuration. It supports distributed planning with central control, real-time consolidated reporting, role-based dashboards, and ERP/BI integration via a REST-based API. The platform also includes a specialized percentage of completion forecasting module for construction industry customers.

Product overview

Effectplan International AB offers a single unified cloud-based financial planning tool called Effectplan. The platform provides core budgeting and forecasting functionality with modules for reporting and analysis, and integration capabilities via REST-based API. The tool is designed to serve multiple roles (CFO, FP&A Manager, Budget Responsible Manager) through a common architecture with role-based configurations and dashboards.

Differentiator

Problem solved

Functional benefit

Products and services

• Effectplan Financial Planning Platform Cloud-based SaaS financial planning and budgeting tool that enables organizations to streamline budget and forecasting processes through drag-and-drop configuration, distributed planning with central control, real-time consolidated reporting, role-based dashboards, ERP and BI integration via REST API, and built-in reporting and visualization modules for CFOs, FP&A managers, and budget responsible managers.

Quantifiable outcome

• Budgeting process including analysis shortened to one month (Fryshuset case)
• +2 more outcomes

Named customers5 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature6 records

Partnerships

Seven partnerships are on record, tiered core and minor.

• FellowmindcoreChannel Partner/ Reseller/ DistributorFellowmind is a European leader in Microsoft Business Applications, Cloud Infrastructure, Data & Analytics, and Modern Work. They collaborate as a partner delivering Effectplan in the Nordic countries.
• SoftronicscoreChannel Partner/ Reseller/ DistributorSoftronics' ambition is to be a leader in providing innovative digital solutions that help businesses and organizations create real societal value. They deliver Effectplan in Nordic countries.
• TallmakercoreChannel Partner/ Reseller/ DistributorTallmaker has been working with numbers for 20 years in various roles. They specialize in making numbers meet, talk, secure, and smarter. They deliver Effectplan in Nordic countries.
• Qlear ABcoreChannel Partner/ Reseller/ DistributorQlear AB was founded in 2010 by former QlikTech employees with ambition to work closely with customers providing BI expertise. They assist clients in understanding complex data and deliver Effectplan in Nordic countries.
• twodaycoreChannel Partner/ Reseller/ Distributortwoday is a leading IT company focused on helping large and medium-sized organizations in their digital transformation. They provide customized consulting services, data-driven solutions, and deliver Effectplan to over 8,000 public and private entities in the Nordic region.
• DBI ProvidercoreChannel Partner/ Reseller/ DistributorDBI Provider is a full-service provider in business intelligence, decision support, and business management. They assist customers with all stages of change management and deliver Effectplan in Nordic countries.
• House of Control GroupminorChannel Partner/ Reseller/ DistributorHouse of Control Group is a technology company that develops and offers SaaS solutions for contract management and IFRS 16 Lease Accounting. Listed as a partner for Effectplan in Nordic countries.

Scale indicators2 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Board International: Unified planning and analytics platform combining BI, CPM, and predictive planning. Overlaps with Effectplan in FP&A budgeting/forecasting for finance-led organizations.
• Pigment: Cloud-native EPM/FP&A platform targeting CFOs and finance teams with scenario planning, forecasting, and reporting. Direct competitor to Effectplan in the modern, no-config-consultant EPM category.
• Jedox: EPM platform focused on budgeting, planning, and self-service analytics with Excel-friendly UX. Highly comparable to Effectplan in targeting finance teams with cross-functional planning use cases.
• Vena Solutions: FP&A software built on Excel-native templates plus cloud workflow and reporting. Competes with Effectplan for mid-market and enterprise finance teams transitioning from spreadsheet-based planning.
• Prophix: Mid-market and enterprise CPM/FP&A vendor offering budgeting, forecasting, consolidation, and reporting. Comparable product scope and target buyer profile to Effectplan.

Broad incumbents

• Anaplan: Established enterprise planning platform with broad use cases across finance, sales, and supply chain. Competes head-on with Effectplan in FP&A and serves many of the same CFO/FP&A personas.
• Workday Adaptive Planning: Adaptive Planning (formerly Adaptive Insights) is a mature cloud FP&A offering bundled with the broader Workday suite. Comparable to Effectplan on budgeting, forecasting, and reporting, with deeper HR/financials adjacency.
• Oracle EPM (Hyperion): Incumbent enterprise performance management suite (Hyperion/Essbase/PBCS) used for budgeting, forecasting, and consolidation. Sets the legacy benchmark Effectplan displaces in greenfield opportunities.
• IBM Planning Analytics (TM1): Enterprise performance management and analytics platform (TM1) for budgeting, forecasting, and what-if modeling. Comparable in functional scope to Effectplan, especially in large, complex organizations.
• SAP Analytics Cloud / SAP BPC: SAP's cloud planning and BPC offerings target the same enterprise finance buyers as Effectplan, often preferred in SAP ERP shops. Represents the suite-vendor displacement risk.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

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 Effectplan International AB