Sage Planning

At a glance

• Editor score
  5.9 / 10
• Pricing
  Pricing on request
• Best for
  Gym groups focused on planning and forecasting
• Founded
  1981
• Facts checked
  21 Sep 2026

• Where it wins

  • Driver-based budgets, rolling forecasts, and what-if scenario modeling
  • ERP synchronization with Sage Intacct and other ERP systems
  • Multi-currency planning, reporting, and real-time collaboration

• Where it doesn't

  • It is not a dedicated gym accounting system
  • Core accounting, invoicing, and reconciliation are outside its focus
  • Customized pricing requires contacting Sage

Our verdict on Sage Planning

Sage Planning is a cloud-based budgeting, forecasting, and financial planning product for finance teams and organizations. For gym groups, its strongest fit is planning across locations, entities, currencies, and operating scenarios rather than day-to-day accounting. The product supports budgeting, rolling forecasts, driver-based modeling, what-if scenarios, reporting, data visualization, and spreadsheet-like formulas. It is available on the web and is positioned for organizations from small businesses to global enterprises.

Planning depth is the main reason to consider Sage Planning. Finance teams can build budgets around business drivers, compare scenarios, collaborate in real time, and maintain rolling forecasts. Multi-currency planning and reporting support organizations operating across different markets, while ERP data and dimension synchronization can connect planning work with Sage Intacct or other ERP systems. These capabilities make it relevant for gym groups that need structured forecasting across multiple entities or want more flexible modeling than a basic accounting package provides.

The product’s boundaries matter for purchase decisions. Sage Planning is sold separately from Sage Intacct Business User licenses and requires separate user licensing, with customized pricing available through Sage. Its focus is financial planning rather than gym-specific accounting workflows, so organizations seeking accounting, invoicing, or reconciliation as the central system should choose a product built around those functions instead. Choose Sage Planning when forecasting, scenario analysis, collaboration, and ERP-connected reporting are the priority; avoid making it the sole finance platform when core transaction processing is required.

Your product? Our editors can test Sage Planning in depth and publish a review, labelled as paid · from $149/mo →

Sage Planning pricing

Sage Planning fact sheet

Sage Planning integrations

Sage Planning lists 350+ integrations on its own site — the 4 named here are the ones its pages call out.

• Sage Intacct
• Salesforce
• CRM systems
• ERP systems

See all Sage Planning integrations →

Alternatives to Sage Planning

• Zoho BooksBroad accounting coverage at a low entry price, with paid tiers for deeper operations.9.4
• Odoo AccountingA scalable accounting system for gyms that need automation, integrations, and multi-company support.9.2
• Clear BooksA low-cost, mobile-friendly accounting option for smaller UK gyms.9.0

See all Sage Planning alternatives →

Featured on iTechGuides

Sage Planning is listed in our Gym Accounting Software directory. Add the badge to your site — it links back to this page.

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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

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Last updated 7 Oct 2026 · How we research and update