Private Equities

Anaplan vs Microsoft Excel

A side-by-side comparison of Anaplan and Microsoft Excel — two options for financial modeling & analysis. Pricing, features, and honest pros and cons.

AN

Anaplan

4.1
Website
XL

Microsoft Excel

4.6
Website
Category
Financial Modeling & Analysis
Financial Modeling & Analysis
Rating
4.1 / 5
4.6 / 5
Pricing
Enterprise / Custom
From $6.99/mo
Best for
Larger portfolio companies and finance teams
Every PE analyst building deal models
Key features
  • Connected multidimensional modeling
  • Financial planning and forecasting
  • Scenario analysis
  • Cross-functional planning
  • Real-time collaboration
  • Flexible spreadsheet modeling
  • LBO and DCF templates
  • Data connections and Power Query
  • Add-ins (Capital IQ, PitchBook)
  • Charting and analysis
Pros
  • Powerful for complex, large-scale planning
  • Connects finance and operations
  • Strong scenario modeling
  • Universally known by dealmakers
  • Unmatched flexibility
  • Rich add-in and template ecosystem
Cons
  • Requires modeling expertise
  • Enterprise pricing and implementation
  • Error-prone in complex models
  • Limited collaboration and governance