Sage Planning vs Anaplan

SPSage Planning7.1Visit Anaplan6.8Visit

Higher score SP Sage Planning #4 in Insurance Financial Management 7.1/10 Pricing on request ✓ 0 of 3 features Visit Sage

vs

Anaplan #7 in Insurance Financial Management 6.8/10 Pricing on request ✓ 1 of 3 features Visit Anaplan

• Sage Planning fits best

  Finance teams planning across entities or currencies

• Anaplan fits best

  Large organizations needing connected enterprise planning

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Side by side

Feature	SPSage Planning 7.1/10 Visit ↗	Anaplan 6.8/10 Visit ↗
At a glance
Editor score	7.1	6.8
Ranking	#4 in Insurance Financial Management	#7 in Insurance Financial Management
Best for	Finance teams planning across entities or currencies	Large organizations needing connected enterprise planning
Pricing model	Paid	Paid
Starting price	Not published	Not published
Free plan	Not published	Not published
Free trial	—	—
Deployment	Cloud	Cloud
Platforms	Web	Web
Support	Email, Phone, Community, Docs	Tickets, Community, Docs
Compliance	SOC 2, GDPR, HIPAA, PCI DSS, ISO 27001, 2FA	SOC 2, ISO 27001, SSO/SAML
Integrations	350+ integrations	4 integrations
Built for	Small business, Mid-market, Enterprise	Mid-market, Enterprise
Features Sage Planning 0/3 · Anaplan 1/3
Insurance accounting	Not published	Not published
Financial consolidation	Not published	✓ (best)
Regulatory reporting	Not published	Not published
Specs
Deployment	Not published	Not published
Planning tools	Not published	Not published
Data connectors	Not published	Not published
Our review
Pros	Supports rolling forecasts, driver-based models, and what-if scenarios Includes multi-currency planning and reporting Synchronizes ERP data and dimensions, with 350 integrations listed	Connects planning across finance, sales, operations, and HR Combines forecasting, scenario modeling, and financial consolidation Offers REST API and integrations including Boomi and Informatica
Cons	Pricing is customized and requires contacting Sage Sold separately from Sage Intacct Business User licenses, with separate user licensing Insurance accounting and insurance-specific workflows are not established	Pricing is handled through contact sales Cloud deployment may not suit organizations seeking another deployment model Its listed capabilities focus on enterprise planning, not insurance-specific accounting
Our verdict	Sage Planning is a cloud-based financial planning and budgeting product for finance teams in small businesses, mid-market organizations, and enterprises. It brings budgeting, forecasting, rolling forecasts, driver-based modeling, and… Read the review →	Anaplan is a cloud-based scenario planning and analysis platform for organizations coordinating financial and operational plans. Its capabilities cover financial planning and analysis, budgeting, forecasting, workforce and headcount… Read the review →

Strengths and trade-offs

• Sage Planning — where it wins

  • Supports rolling forecasts, driver-based models, and what-if scenarios
  • Includes multi-currency planning and reporting
  • Synchronizes ERP data and dimensions, with 350 integrations listed

  Where it doesn't

  • Pricing is customized and requires contacting Sage
  • Sold separately from Sage Intacct Business User licenses, with separate user licensing
  • Insurance accounting and insurance-specific workflows are not established

• Anaplan — where it wins

  • Connects planning across finance, sales, operations, and HR
  • Combines forecasting, scenario modeling, and financial consolidation
  • Offers REST API and integrations including Boomi and Informatica

  Where it doesn't

  • Pricing is handled through contact sales
  • Cloud deployment may not suit organizations seeking another deployment model
  • Its listed capabilities focus on enterprise planning, not insurance-specific accounting

• SPSage Planning7.1/10 · Pricing on request

  A cloud planning tool for finance teams that need budgets, rolling forecasts, and ERP synchronization.

  Visit SageFull verdict →
• Anaplan6.8/10 · Pricing on request

  Connected planning, forecasting, and consolidation for organizations coordinating plans across teams.

  Visit AnaplanFull verdict →