Rivelo Planning review
A configurable planning module for teams connecting financial plans to business data.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Rivelo Planning brings budgeting, rolling forecasts, and business plans into a financial planning module for teams that need configurable models. It supports P&L, balance-sheet, and cash-flow projections, with custom drivers and calculation logic for shaping those plans. Teams can also run multi-year projections, compare budgets with actuals, and collaborate through data collection and approval workflows. The configurable Excel-based and digital modes give it a fit for organizations wanting to connect planning work with their existing processes, while its multi-domain modeling scope reaches operational as well as financial planning.
Scenario work is a central part of the product rather than an add-on: users can run what-if simulations and scenario analyses, and Rivelo lists AI-supported forecasts and predictive scenarios. Version management and data historisation support comparing plan iterations, while variance reporting helps teams review forecast-versus-actual performance. These capabilities will matter most to teams that regularly revise assumptions or need a shared approval process. Organizations looking primarily for a lightweight single-purpose forecast tool may find Rivelo's broader planning scope unnecessary.
Rivelo connects with systems including SAP, Oracle, Microsoft Dynamics, Salesforce, NetSuite, Microsoft SQL Server, Power BI, Tableau, and QlikSense; the product listing gives 30 integrations overall. It is cloud-based, with web and API availability. The vendor describes an annual cloud subscription and lists planning tiers on its datasheet, but routes pricing through a demo or contact process rather than publishing amounts. Teams should weigh that sales-led evaluation against their need for integrations and configurable models. Rivelo is a candidate for small teams as well as mid-market and enterprise organizations, but buyers who need self-serve pricing or support beyond email should consider alternatives.
Rivelo Planning pros and cons
- Where it wins
- Combines budgets, rolling forecasts, and business plans
- Supports custom drivers, what-if simulations, and scenario analysis
- Connects to ERP, analytics, and business systems
- Where it doesn't
- Pricing requires a demo or sales contact
- Planning is focused on financial projections and related workflows
- Support is listed through email
Rivelo Planning fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update