Account Planning

Platforms for developing strategic plans for key accounts including stakeholder mapping, opportunity identification, and action tracking.

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Account Planning Products

16 shown
ToolsGroup logo
ToolsGroupVerified
AI for Supply Chain
ToolsGroup provides AI-driven supply chain planning software focused on demand forecasting, inventory optimization, and...
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Workday logo
WorkdayVerified
Learning Management
Workday is an enterprise cloud platform for human capital management, financial management, and planning. It serves lar...
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Maybe logo
MaybeVerified
Wealth Management
Maybe is an open-source personal finance and wealth management application that was initially a commercial product and...
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ClearPoint Strategy logo
ClearPoint StrategyVerified
Cross-Functional Alignment
ClearPoint Strategy is an AI-powered platform that combines hard data with human insights to give organizations one cle...
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Oracle ERP Cloud logo
Oracle ERP CloudVerified
Cloud Resource Tagging
Oracle ERP Cloud is a comprehensive cloud-based enterprise resource planning suite covering financials, procurement, pr...
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Watershed logo
WatershedVerified
Account Planning
Watershed provides an enterprise climate platform for measuring carbon footprint, setting reduction targets, and purcha...
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Centime Cash logo
Centime CashVerified
Workflow Automation
Centime provides integrated cash flow management combining AP/AR automation and cash forecasting.
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Persefoni logo
PersefoniVerified
Account Planning
Persefoni provides climate management and accounting software for enterprises and financial institutions to measure and...
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Float logo
FloatVerified
Accounting Software
Float is a cash flow forecasting and financial planning platform that integrates with accounting software to provide re...
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Later logo
LaterVerified
Cleaning Schedule Management
Later is a visual-first social media scheduling platform that enables users to plan, schedule, and analyze content acro...
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NetSuite logo
NetSuiteVerified
Customer 360 Platforms
NetSuite integrates accounting, CRM, and inventory management for growing businesses.
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SAP Business One logo
SAP Business OneVerified
Localization Platforms
SAP Business One is an ERP solution designed for small to midsize businesses with 10-250 employees. It provides financi...
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Smokeball Legal logo
Smokeball LegalVerified
Legal Practice Management
Smokeball is a legal practice management platform for small law firms that automates document creation, time tracking,...
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Centime logo
CentimeVerified
Workflow Automation
Centime provides cash flow management combining AP/AR automation, cash forecasting, and banking tools for small and mid...
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Carta logo
CartaVerified
Fund Accounting
Carta is a cap table management and equity administration platform for startups, providing 409A valuations, equity plan...
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OneStream logo
OneStreamVerified
Material Requirements Planning
OneStream is a corporate performance management platform that unifies financial consolidation, planning, reporting, and...
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