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PowerPlan

Asset-management software for financial optimization

Overview

PowerPlan provides software that helps asset-intensive businesses manage and optimize their capital and asset lifecycles. Its tools capture asset data to support budgeting, forecasting, scenario analysis, and regulatory compliance across utilities, transportation, and energy. The software is sold as licenses or subscriptions along with professional services, and is supported by a professional community platform called Social Power. The company differentiates itself through deep industry knowledge, a high customer retention rate, and active employee growth, with a goal of expanding its impact across the U.S. and Canada while helping clients improve asset performance and compliance.

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About PowerPlan

Simplify's Rating
Why PowerPlan is rated
B-
Rated B on Competitive Edge
Rated B on Growth Potential
Rated C on Differentiation

Industries

Data & AnalyticsEnterprise Software

Company Size

201-500

Company Stage

Acquired

Total Funding

$110.1M

Headquarters

Atlanta, GA

Founded

1994

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What believers are saying

  • PowerPlan NXT launched in 2026, giving customers a fresh SaaS upgrade path.
  • Intelligent Unitization targets the $180 billion utility capital accounting backlog immediately.
  • Oracle Customer Edge Summit with Exelon in April 2026 validates enterprise credibility and momentum.

What critics are saying

  • Lucasys settled antitrust claims for $24 million in January 2025, signaling legal overhang.
  • Oracle partnership deepens dependence on one ecosystem, exposing PowerPlan to platform displacement.
  • Broad AI and SaaS claims invite faster rivals; utilities can replatform during 2026 renewals.

What makes PowerPlan unique

  • PowerPlan owns utility accounting workflows, not generic ERP, across 200-plus customers.
  • Its NXT platform unifies capital planning, tax, and compliance for asset-intensive industries.
  • Exelon used PowerPlan for 28 years, proving sticky enterprise depth and domain trust.

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Funding

Total Funding

$110.1M

Above

Industry Average

Funded Over

2 Rounds

Acquisition funding comparison data is currently unavailable. We're working to provide this information soon!
Acquisition Funding Comparison Coming Soon

Benefits

  • Flexible Work Hours
  • Hybrid Work Options

Growth & Insights and Company News

6 month growth

0%

1 year growth

1%

2 year growth

1%
Thoma Bravo
Nov 6th, 2026
Thoma Bravo Completes Sale of PowerPlan to Roper Technologies | Thoma Bravo

Thoma Bravo, a leading private equity investment firm, today announced that it has completed its sale of PowerPlan.

BriefGlance.com
Nov 2nd, 2026
Closing the rate base gap: utilities deploy AI for capital recovery.

Closing the rate base gap: utilities deploy AI for capital recovery. NASHVILLE, Tenn. - November 02, 2026 - The narrative surrounding the modern energy sector is dominated by staggering figures: billions poured into grid modernization, the relentless power demands of artificial intelligence data centers, and the costly transition to renewable energy. But behind the physical infrastructure boom lies a quieter, equally critical challenge in the corporate back office. Energy companies are struggling to financially process the very assets they are building, creating a massive bottleneck that delays capital recovery and threatens consumer affordability. It is a classic growth signal paradox: an industry expanding so rapidly that its legacy administrative systems cannot keep pace. Across the electric utility sector, un-unitized plant balances - representing completed projects that haven't been fully categorized for accounting and tax purposes - have swelled to over $180 billion. Until these assets are properly unitized and placed into service on the books, utilities cannot begin to earn a regulatory return on their massive investments. This financial lag was the focal point at ELEVATE 2026, the annual customer conference hosted by financial software provider PowerPlan, held October 25-28 in Nashville. Before a gathering of more than 350 tax, accounting, finance, and IT professionals, the company unveiled a suite of artificial intelligence-powered tools designed specifically to automate the complex hand-offs across the capital asset lifecycle. The hidden cost of accounting bottlenecks. For utility chief financial officers, the gap between deploying capital and recovering it through the rate base is a critical vulnerability. When infrastructure projects are completed in the field, the financial reconciliation process often involves manual, labor-intensive asset classification to comply with the Federal Energy Regulatory Commission (FERC) Uniform System of Accounts. The sheer volume of modern infrastructure projects - ranging from massive wind farms to localized grid hardening efforts - has overwhelmed traditional accounting departments. This is where capital gets trapped. "Every hand-off in the asset lifecycle is a financial event, and that's where money gets stuck," said Todd Bransford, Chief Product Officer at PowerPlan. "Our AI-based solutions are designed to keep it moving. When assets get into service and unitized faster, and tax benefits are captured sooner, our customers can recover their investment faster, which can help keep consumer rates affordable." To address this, the software provider showcased Intelligent Unitization and Intelligent In-Service. In live demonstrations, attendees watched as AI engines ingested project data, matched it against historical asset accounting patterns, and proposed unitization records. For one early adopter, this technology reportedly reduced the time required to reconcile a major capital project's asset records from days to mere minutes, freeing up finance teams for higher-value analysis. "Utilities and energy companies are investing at historic levels. The challenge isn't simply managing more capital; it's converting that investment into value for customers," Raphael Shure, CEO at PowerPlan, told the conference. "At ELEVATE, we demonstrated how AI can help organizations remove delays across the asset lifecycle and manage capital assets with greater speed, insight, and confidence." Human-in-the-Loop: AI in a Heavily Audited World. Deploying artificial intelligence in the highly regulated utility sector is not without significant risk. Public Utility Commissions (PUCs) and federal regulators demand strict auditability. If an algorithmic system incorrectly categorizes a capital expense, it could trigger compliance violations, audit failures, or intervener challenges during contentious rate cases. Recognizing this institutional caution, the new capabilities were built with a strict human-in-the-loop governance model. Rather than autonomously executing financial transactions, the AI acts as a high-powered analyst. It generates recommendations accompanied by confidence scores and direct source citations. Accounting teams must review, approve, edit, or reject these recommendations before any data is modified in the system of record. This approach bridges the gap between Silicon Valley's push for total automation and the utility industry's mandate for absolute compliance. By maintaining a traceable audit trail, companies can defend their rate base additions while still reaping the efficiency benefits of machine learning. "We cannot walk into a rate case and tell regulators that an algorithm decided our asset classifications," noted one utility accounting director attending the Nashville event. "The technology has to show its work. The fact that these new tools provide the source citations and require our final sign-off is the only way we can actually deploy this in a production environment." The SaaS foundation and future roadmap. The introduction of these intelligent tools is underpinned by PowerPlan NXT, the company's next-generation Software-as-a-Service (SaaS) platform made generally available earlier this year. The cloud-native foundation is designed to break down data silos between field operations, tax, and corporate finance, allowing the AI models to access a unified dataset across the entire asset lifecycle. The shift toward a robust SaaS model also signals strong business momentum for the software provider's parent company, Roper Technologies. Roper's broader corporate strategy relies heavily on acquiring and nurturing niche market leaders that generate high recurring revenue. With its subsidiary managing over $4 trillion in property, plant, and equipment for more than 200 organizations - and boasting a 99 percent customer retention rate - the continued research and development investment into AI capabilities solidifies a defensive moat in the enterprise software landscape. Looking ahead, the company previewed PowerPlan IQ, a planned natural language query capability for its Tax Fixed Assets solution. Once launched, it will allow tax professionals to interrogate complex tax data using plain English, further democratizing access to financial insights. The conference also celebrated recent customer go-lives on the industry's leading tax depreciation and deferred tax solution, alongside a modernized Tax Provision experience that offers better data access and calculation transparency. A crucial linchpin in industrial modernization. The developments showcased at ELEVATE 2026 highlight a fascinating paradox in the current economic climate. While public attention fixates on how artificial intelligence is driving an unprecedented surge in electricity consumption, energy companies are quietly deploying AI internally to manage the financial mechanics of that very grid expansion. Back-office modernization is no longer just an IT initiative; it is a strategic imperative for the energy transition. As utilities face mounting pressure to harden grids against climate change, integrate renewable energy sources, and power the digital economy, they cannot afford to have billions of dollars tied up in administrative limbo. By applying generative and predictive AI to regulated asset accounting, enterprise software is pivoting toward operational speed. For the utilities that get it right, the reward is a faster path from capital investment to capital recovery, optimized tax benefits, and ultimately, a more sustainable trajectory for consumer utility rates in an era of historic infrastructure spending. Topics & related. Product Launch Industry Conference Artificial Intelligence Software & SaaS AI & Machine Learning AI & Software Platforms Are you a relevant expert who could contribute your opinion or insights to this article? BriefGlance'd love to hear from you. BriefGlance will give you full credit for your contribution. UAID: 53619

StocksToTrade
Oct 22nd, 2026
ROP stock climbs as AI software and cloud deals gain momentum.

ROP stock climbs as AI software and cloud deals gain momentum. TIM BOHEN - UPDATED OCT. 22, 2026, 3:04 PM ET Summarize this article Roper Technologies Inc. stocks have been trading up by 9.88 percent following upbeat analyst upgrades and robust earnings momentum. Key takeaways. * Frontline Education, a Roper Technologies subsidiary, launched its "System of Intelligent Action," an AI workflow layer for K-12 districts, with Texas deployments and a nationwide rollout planned through 2027. * Roper Technologies added NTT DATA CEO and Chief AI Officer Abhijit Dubey to its Board, sharpening ROP's focus on AI and enterprise software strategy. * DAT Freight & Analytics, part of Roper Technologies, flagged record diesel prices, elevated trucking rates, and still-soft freight volumes, keeping its pricing data in sharp focus for the freight market. * Illumia, a Roper Technologies business, deepened its HID partnership, extending mobile credential support from on-prem CS Gold to its cloud IDX platform for university access control. * PowerPlan, another Roper Technologies subsidiary, launched an Enterprise Adapter for Oracle Fusion Cloud ERP, embedding its asset accounting tools deeper into customers' financial systems. Live Update At 15:03:36 EDT: On Thursday, October 22, 2026 Roper Technologies Inc. stock [NASDAQ: ROP] is trending up by 9.88%! Discover the key drivers behind this movement as well as its expert analysis in the detailed breakdown below. Quick financial overview. ROP has been grinding higher on the chart, and the tape backs that up. The stock closed at $436.83 on 2026/10/22, up from roughly $354 at the end of September. That's about a 23% move in a few weeks, a strong uptrend that active traders respect. The daily candles show a clean series of higher lows, with ROP bouncing from the mid-$360s and pushing through $400. On the intraday 5-minute chart, Roper Technologies spent most of the latest session holding above $430, with buyers stepping in on every small dip and a late push toward the high of the day. That's classic steady accumulation, not random noise. Under the hood, Roper Technologies is a high-margin software and data machine. Gross margin runs around 69.5%, EBIT margin near 34.6%. Revenue is about $7.90B annually with double-digit growth over three and five years. A price-to-sales near 4.35 and P/E around 15.1 are not cheap in absolute terms, but for stable, cash-rich software platforms they're reasonable. Debt is manageable, with total debt-to-equity at 0.61 and strong interest coverage. For traders, ROP screens like a quality trend name where pullbacks have been getting bought aggressively. Why traders are watching ROP's AI and data push. ROP is not some hype-only AI story. The latest news shows Roper Technologies executing across multiple vertical software franchises, and that's why traders are leaning in. Frontline Education, one of Roper Technologies' key K-12 platforms, just rolled out its "System of Intelligent Action," an AI-driven workflow layer for school district administration. It already has an early product, Invoice Agent, live in Texas, with a broader U.S. rollout planned through 2027. For ROP, that means a multi-year pipeline of districts that can layer AI automation on top of existing contracts. This is sticky, recurring software revenue, the kind that keeps margins high and drawdowns shallow. Roper Technologies is also tightening its AI steering wheel at the board level. The appointment of Abhijit Dubey, CEO and Chief AI Officer of NTT DATA, to the Board gives ROP direct access to top-tier AI and enterprise tech experience. For traders, that doesn't move numbers tomorrow, but it supports the long-term thesis that Roper Technologies will stay relevant as AI reshapes software. On the data side, ROP's DAT Freight & Analytics unit is front and center in the trucking cycle. DAT reports record diesel prices pushing up spot and contract truckload rates, with record fuel surcharges, while freight volumes remain subdued versus last year. That mix tells traders two things: the macro freight backdrop is still choppy, but DAT's pricing data is mission-critical enough to stay in demand even when volumes lag. Roper Technologies benefits from being paid for information, not just volume. Meanwhile, Illumia, another Roper Technologies business, expanded its HID partnership. It now supports HID mobile credentials from legacy on-prem CS Gold systems into the cloud-based IDX platform, letting universities move to mobile IDs without ripping out existing hardware. That's a textbook ROP move: lower friction, deepen customer lock-in, and extend the software runway. Add PowerPlan's new Enterprise Adapter for Oracle Fusion Cloud ERP, and the pattern is clear. Roper Technologies keeps embedding its tools into core customer workflows. Tight integration with Oracle's cloud ERP makes PowerPlan harder to displace and supports long-duration cash flows. For ROP traders, that's the kind of story big funds will pay up for when markets calm down. Conclusion. Put it all together and ROP looks like a textbook case of a high-quality compounder stepping harder into AI, cloud, and data. The stock price action lines up with that story. Roper Technologies has been in a strong uptrend, backed by fat margins, consistent free cash flow around $443M last quarter, and disciplined capital returns including buybacks and dividends. Traders should also circle the calendar. Roper Technologies has already set the date for its Q3 2026 earnings release and call, which will be the next hard catalyst to confirm whether this AI-and-cloud narrative is flowing through to revenue and cash flow in a bigger way. Until then, the steady drumbeat of product launches, integrations, and board-level AI hires keeps sentiment pointed higher. For short-term traders, the key is to respect both the trend and the risk. ROP is extended after a fast run, so chasing breakouts without a plan is dangerous. As Tim Sykes likes to remind his community, "The market doesn't care about your opinion, only your preparation. Study the pattern, plan the trade, and always be ready to cut losses fast." That mindset lines up closely with the approach of pattern-focused day traders who stress reacting to price action instead of predictions; as Tim Bohen, lead trainer with StocksToTrade says, "I focus on what a stock is doing, not what I want it to do. Let the stock prove itself before you make a move.". Roper Technologies gives a strong fundamental backdrop, but the discipline on entries, exits, and risk management still separates the pros from the crowd. This is stock news, not investment advice. StocksToTrade News delivers real-time stock market updates tailored to highlight the key catalysts driving short-term price movements. Its coverage is designed for active traders and investors who thrive in fast-moving markets, with a focus on volatile sectors like penny stocks, AI stocks, Robinhood stocks and other momentum plays. From earnings reports and FDA approvals to mergers, new contracts, and unusual trading volume, StocksToTrade, Inc. break down the events that can spark significant price action. Looking to level up your trading game? Explore StocksToTrade, the ultimate platform for traders. With powerful tools designed for swing and day trading, integrated news scanning, and even social media monitoring, StocksToTrade keeps you one step ahead. Once your watchlist is set, take the next step and trade with confidence using StocksToTrade's robust platform. Don't miss out - grab your 14-day trial for just $7 and experience the edge you need to thrive in today's fast-paced markets. This trader loses 1 out of every 4 trades. On purpose. Most trading gurus claim they never lose. Tim Sykes says his win rate runs around 74%, meaning roughly a quarter of his trades lose money, and he's fine saying so on camera. The math still works because his winners are built to run far bigger than his losers. He explains the exact setup behind that asymmetry in a short video.

Yahoo Finance
Oct 13th, 2026
PowerPlan launches supported Enterprise Adapter for Oracle Fusion Cloud ERP, ending custom code

PowerPlan, a financial software provider for asset-intensive companies, has launched an Enterprise Adapter for Oracle Fusion Cloud ERP. The Atlanta company announced the product on October 13, 2026. The adapter gives customers a standard, supported way to bring Oracle financial and project data into PowerPlan's Project and Asset Accounting solution. It replaces the custom integrations many teams now maintain themselves, which grow costly as cloud software updates frequently. "We support the connection and maintain it as both platforms evolve, so our customer teams don't have to," said Todd Bransford, chief product officer at PowerPlan. The adapter is available now. It is part of PowerPlan's growing suite of Enterprise Adapters.

Associated Press
Sep 10th, 2026
PowerPlan launches AI solution to tackle $180B utility capital accounting backlog

PowerPlan has launched Intelligent Unitization, an AI-powered solution designed to help utilities manage capital accounting backlogs. The software addresses a significant industry challenge: non-unitised plant balances across the electric utility sector have grown roughly tenfold over 30 years to exceed $180 billion, according to PowerPlan's analysis of FERC Form 1 filings. Unitisation converts capital project costs into individual asset records once projects enter service. The new solution automates classification and reconciliation of records, reducing what previously required days of manual work to minutes. The product is immediately available to all PowerPlan Project and Asset Accounting customers. PowerPlan, a Roper Technologies subsidiary, provides financial software for asset-intensive companies including utilities, energy, telecommunications, and rail sectors.

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