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Financial Planning Software

Financial Planning Software Reviews and Ratings

What is Financial Planning Software?

Gartner defines financial planning software (FPS) as the key tool that enables data-driven financial resource allocation, investment and spending decisions by supporting effective planning, budgeting and forecasting processes. FPS enables organizations to link their strategies to financial and operational plans through cloud-based software. It facilitates the creation and management of financial plans, budgets and forecasts by breaking down information silos and integrating operational KPIs. FPS analytics and reporting features offer a holistic performance view, connecting both operational (nonfinancial) and financial metrics, enabling stakeholders to make data-driven decisions.

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Logo of Workday Adaptive Planning
Workday Adaptive Planning
Logo of OneStream Platform
OneStream Platform
Logo of Pigment
Pigment
For 50M-1B USD Companies
Logo of Workday Adaptive Planning
Workday Adaptive Planning
Logo of CCH Tagetik Intelligent Platform
CCH Tagetik Intelligent Platform
Logo of Oracle Fusion Cloud Enterprise Performance Management (EPM)
Oracle Fusion Cloud Enterprise Performance Management (EPM)
For North America
Logo of Workday Adaptive Planning
Workday Adaptive Planning
Logo of Oracle Fusion Cloud Enterprise Performance Management (EPM)
Oracle Fusion Cloud Enterprise Performance Management (EPM)
Logo of CCH Tagetik Intelligent Platform
CCH Tagetik Intelligent Platform
Integration & Deployment
Logo of Workday Adaptive Planning
Workday Adaptive Planning
Logo of CCH Tagetik Intelligent Platform
CCH Tagetik Intelligent Platform
Logo of OneStream Platform
OneStream Platform

Product Listings

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Logo of Workday Adaptive Planning

Workday Adaptive Planning

By Workday

4.8
(445 Ratings)
customers choice 2025

Workday is the AI platform for managing people, money, and agents. Workday unifies HR and Finance on one platform with AI at the core to empower people at every level with the clarity, confidence, and insights they need to adapt quickly, make better decisions, and deliver outcomes that matter. Workday is used by organizations around the world and across industries.

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Logo of Anaplan Platform

Anaplan Platform

By Anaplan

4.5
(360 Ratings)

Anaplan is a scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, our platform surfaces key insights — so businesses can make the right decisions, right now.

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Logo of OneStream Platform

OneStream Platform

By OneStream

4.6
(339 Ratings)

OneStream is how today’s Finance teams can go beyond just reporting on the past and Take Finance Further by steering the business to the future. It’s the enterprise finance platform that unifies all your financial and operational data, embeds AI for better decisions and productivity, and can extend to meet the evolving needs of your business, without adding technical debt.

Our vision is to be the operating system for modern Finance, unifying core financial functions and empowering the CFO to become a critical driver of business strategy, innovation, and growth. We deliver a comprehensive cloud-based platform designed to modernize the Office of the CFO. Our Digital Finance Cloud unifies key financial and operational data and processes, embeds AI for faster and better planning and forecasting, and is infinitely extensible so customers can add new utility and achieve more value as their business needs evolve.

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Logo of Oracle Fusion Cloud Enterprise Performance Management (EPM)

Oracle Fusion Cloud Enterprise Performance Management (EPM)

By Oracle

4.7
(325 Ratings)
customers choice 2025

Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Logo of Vena Complete Planning Platform

Vena Complete Planning Platform

By Vena

4.5
(318 Ratings)

Vena is a distinct platform that has been constructed particularly for Microsoft365 with Power BI Embedded, made to enhance functionality with native Excel.

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Logo of Prophix One

Prophix One

By Prophix

4.4
(263 Ratings)

Prophix provides financial performance management software that supports budgeting, forecasting, reporting, reconciliation, close, and consolidation. The Prophix One platform brings these processes together in one unified platform to help finance teams access and analyze financial data and manage financial operations. Prophix serves more than 3,000 customers across multiple industries and geographies and offers capabilities that support accuracy, efficiency, and transparency in finance and accounting activities.

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Logo of IBM Planning Analytics

IBM Planning Analytics

By IBM

4.3
(247 Ratings)

IBM is a well-established entity focused on technology and development. The primary mission revolves around fostering technological growth and enhancing infrastructure, achieved through focused developments and consulting services. By encouraging inventiveness and innovation, it is geared towards facilitating the transition of theoretical ideas into practical realities, thus improving global functionalities. IBM brings about transformation by creating advanced solutions that reshape and redefine the world.

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Logo of Jedox EPM Software

Jedox EPM Software

By Jedox

4.4
(222 Ratings)

Jedox planning and performance management platform empowers organizations to deliver plans that outperform expectations. Over 2,800 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source, and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible.

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Logo of Board

Board

By Board

4.5
(218 Ratings)

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.

Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business.

Board offers a highly flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

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Planful

By Planful

4.5
(212 Ratings)

Planful is a company dedicated to the development of financial performance management cloud software. The main product is the Planful platform, which aims to streamline diverse business processes such as planning, budgeting, consolidations, reporting, and analytics. This platform is used globally and acts as a tool for finance, accounting, and business users to improve their planning, reporting, and closing procedures. The ultimate aim is to accelerate process cycles, boost productivity, and enhance overall accuracy. The company stands as a private entity, supported by Vector Capital.

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Logo of CCH Tagetik Intelligent Platform

CCH Tagetik Intelligent Platform

By Wolters Kluwer

4.8
(210 Ratings)

Wolters Kluwer is a global entity specializing in professional data, application solutions, and services. The company targets sectors such as healthcare, taxation and accounting, corporate and financial compliance, legal and regulation, along with corporate performance and ESG. Wolters Kluwer's central role is to assist its clients in making essential judgements daily, delivering expert solutions that harmoniously blend specialized technology, services, and extensive domain knowledge. The company maintains its operations in over 40 countries and serves customers in more than 180 nations. Wolters Kluwer is based in Alphen aan den Rijn, the Netherlands.

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Pigment

By Pigment

4.7
(198 Ratings)
customers choice 2025

Pigment is a business planning platform. Pigment brings together people, data and processes through its intuitive, adaptable, integrated platform, so teams can quickly build trusted strategic and operational business plans to drive growth, adapt to change and future-proof their business.

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Logo of Analytics Cloud in SAP Business Data Cloud

Analytics Cloud in SAP Business Data Cloud

By SAP

4.3
(155 Ratings)

SAP was founded in 1972 and is headquartered in Walldorf, Germany. The company employs over 105,000 people globally and develops software solutions for enterprise resource planning (ERP) and related business functions. SAP’s early products, SAP R/2 and SAP R/3, were widely adopted for managing core business processes. Its current ERP platform, SAP S/4HANA, uses in-memory computing to support data-intensive operations and integrates capabilities such as artificial intelligence and machine learning.

SAP offers a portfolio of software applications that support various business functions across industries. These applications are designed to operate on a unified digital platform. As of 2025, SAP reports over 230 million cloud users and provides more than 100 solutions. The company’s offerings are used by organizations to manage finance, human resources, procurement, supply chain, and other operational areas.

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Axiom Software

By Strata Decision Technology

4.1
(76 Ratings)

Strata Decision Technology focuses predominantly on providing software and service solutions. The primary aim is to assist healthcare providers in improving their analysis, planning, and performance to effectively care for their community while curtailing the cost of care. This company, which was established in 1996, currently supports over 2,000 hospitals and around 400 healthcare delivery systems around the world, consistently striving to contribute positively to the healthcare sector.

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Logo of Oracle Hyperion Planning

Oracle Hyperion Planning

By Oracle

4
(76 Ratings)
customers choice 2025

Oracle is a cloud technology company that offers computing infrastructure and software solutions globally. This organization has developed an autonomous database, the first of its kind, to help manage and secure data. Oracle Cloud Infrastructure presents functionalities to facilitate the transition of workloads from on-site systems to the cloud, and vice versa, as well as between different clouds. Oracle's cloud software applications provide modern tools designed to support sustainable growth and resilience in businesses. Tools developed by Oracle are used by a wide range of users including nonprofit organizations and businesses of various sizes, to aid in operations like supply chain streamlining, human resource management, financial planning and connecting data and global users. Apart from business solutions, Oracle's technology also aids in tasks ranging from government defense to scientific and medical research.

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Logo of Abacum

Abacum

By Abacum

4.7
(39 Ratings)

Abacum is a Financial Planning and Analysis (FP&A) platform, designed to automate, analyze, and forecast for strategic impact. It puts an end to the struggle associated with spreadsheets, driving business results more efficiently. The platform allows finance teams to generate rapid revenue forecasts, manage scenarios, and plan headcount. It also automates tasks such as the creation of board decks, performance tracking, and reforecasting reports. Abacum centralizes both operational and financial Key Performance Indicators (KPIs) in real-time for in-depth analysis. Additionally, it structures workflows to maintain accountability for budget owners. The use of automation in FP&A is a primary feature of Abacum.

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JustPerform

By insightsoftware

4.7
(37 Ratings)

insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. We believe an actionable business strategy begins and ends with accessible financial data. With solutions across financial planning and analysis (FP&A), accounting, and operations, we transform how teams operate, empowering leaders to make timely and informed decisions. With data at the heart of everything we do, insightsoftware enables automated processes, delivers trusted insights, boosts predictability, and increases productivity.

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Logo of Kepion

Kepion

By Kepion

4.7
(37 Ratings)

Kepion provides cloud-based financial planning and analysis (FP&A) software designed to help organizations improve budgeting, forecasting, reporting, and performance management. Developed for finance professionals, Kepion enables teams to move from manual spreadsheets to centralized, collaborative planning applications that support agility and accuracy.

The platform is built on Microsoft technology and integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to ensure secure, connected, and scalable planning processes. Its no-code modeling environment allows users to create custom planning solutions tailored to their unique business needs, with minimal IT involvement.

Kepion supports organizations in aligning operational and financial planning, enhancing decision-making through connected data and modern planning tools.

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Logo of IDU-Concept

IDU-Concept

By IDU

4.6
(23 Ratings)

IDU makes budgeting, forecasting, performance management and reporting tools to simplify financial management. Our flagship product, IDU-Concept seamlessly integrates with a range of standard ERP and financial systems, providing easy, effective budgeting and financial reporting for medium-sized to large businesses.

IDU-Concept not only reduces budget cycles from months to weeks, it also offers real-time, online access to information in a format that is easy to use and understand by both financial and non-financial managers. Instant access to key information allows the business to react faster to deviations from the plan. It also increases department managers’ involvement, empowerment, and ownership of the numbers.

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Logo of Financial Reporting for NetSuite in Excel

Financial Reporting for NetSuite in Excel

By Solution 7

4.5
(19 Ratings)

Solution 7 is a software development company that specialises in agile methodologies. Established in 1997, it primarily focuses on web application development and consultancy. The company leverages its proficiency to design software solutions that facilitate challenging business processes to be executed securely and conveniently in an online setup. With over a decade of experience in agile development, Solution 7 is dedicated to delivering compelling and complex software solutions.

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Features of Financial Planning Software

Updated December 2025

Mandatory Features:

  • Ability to administer the management of planning and forecasting cycles with user-role-based security profiles.

  • Delivered as a cloud-based application.

  • Ability for users to create reporting and analysis insights for informed decision making within the finance, planning and analysis function.

  • Ability to support financial planning, budgeting and forecasting processes through user-driven models.

Gartner Research

Magic Quadrant for Financial Planning SoftwareCritical Capabilities for Financial Planning Software
Gartner Peer Insights 'Voice of the Customer': Financial Planning Software

Top Trending Products

BoardAbacumJedox EPM SoftwareCCH Tagetik Intelligent PlatformAnaplan PlatformPlanfulWorkday Adaptive PlanningOracle Fusion Cloud Enterprise Performance Management (EPM)Pigment

Popular Product Comparisons

Anaplan Platform vs Workday Adaptive PlanningOneStream Platform vs Workday Adaptive PlanningOneStream Platform vs Oracle Fusion Cloud Enterprise Performance Management (EPM)Oracle Fusion Cloud Enterprise Performance Management (EPM) vs Workday Adaptive PlanningAnaplan Platform vs OneStream PlatformVena Complete Planning Platform vs Workday Adaptive Planning

Gartner Peer Insights content consists of the opinions of individual end users based on their own experiences, and should not be construed as statements of fact, nor do they represent the views of Gartner or its affiliates. Gartner does not endorse any vendor, product or service depicted in this content nor makes any warranties, expressed or implied, with respect to this content, about its accuracy or completeness, including any warranties of merchantability or fitness for a particular purpose.

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