Financial Planning Software Reviews and Ratings

What is Financial Planning Software?

Gartner defines financial planning software as the key tool that enables better decision making and resource allocation by supporting planning, budgeting and forecasting processes. It connects relevant operational and driver data to profit and loss, balance sheet and cash-flow financial statements. The software offers enhanced decision support and analytics that can be customized to unique planning requirements through data integration, data modeling, workflow and reporting capabilities. These capabilities all enhance a user’s ability to effectively manage the planning process and financial performance.

Product Listings

Filter by

Products 1 - 20 of 71

Workday is a prominent provider of cloud applications intended for finance and human resource management. Their primary objective is to assist businesses in adapting to changes with the help of their various applications. They provide applications for financial management, human resources, planning, spend management, and analytics, all of which are built upon the foundations of artificial intelligence and machine learning. This technology is intended to support organizations globally in navigating the evolving nature of work. Workday's services are utilized by numerous organizations worldwide, across a variety of industries.

Show More Details

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.

Show More Details

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.

Show More Details

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.

Show More Details

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

Show More Details

Prophix is a company that revolves around assisting finance leaders in achieving and accelerating their goals, while driving overall progress. Their focus lies in fostering collaboration and promoting innovation through their tailored financial performance platform. Equipped with AI insights, the platform also offers plan-making, budgeting, forecasting, reporting, and consolidating features. This platform facilitates risk-taking, boundary-pushing, and barrier-breaking by offering the necessary flexibility.

Show More Details

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.

Show More Details

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.

Show More Details

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.

Show More Details

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.

Show More Details

Board’s Intelligent Planning solutions help over 2,000 organizations worldwide to plan smarter, enable actionable insights and achieve better outcomes. Board helps leading enterprises unify strategy, finance, and operations through more integrated and intelligent planning to achieve full control of performance. Partnering with Board, global businesses have digitally transformed their planning processes. Board was founded in 1994, and has 25 offices worldwide.

Show More Details

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.

Show More Details

SAP is a company that aims to improve operational efficiency worldwide. The primary focus is on helping customers optimize their business operations. SAP develops innovative solutions to support this objective. The company plays a crucial role in transforming industries by fostering opportunity and equality on a global scale. By collaborating with customers and partners, SAP is capable of making substantial changes across various industries, supporting the growth and development of economies and societies.

Show More Details

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.

Show More Details

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.

Show More Details

Founded in 2009, Kepion has focused on simplifying the process of financial planning and reporting for businesses of varying scales. Identifying the limitations of conventional spreadsheet solutions in effectively allowing businesses to plan, budget, and forecast, Kepion ventured towards web-based solutions. Steadily advancing its mission, Kepion consistently meets consumer needs and expedites the development of finance-focused applications utilizing the Microsoft BI platform.

Show More Details

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.

Show More Details

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.

Show More Details

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.

Show More Details

SAP is a company that aims to improve operational efficiency worldwide. The primary focus is on helping customers optimize their business operations. SAP develops innovative solutions to support this objective. The company plays a crucial role in transforming industries by fostering opportunity and equality on a global scale. By collaborating with customers and partners, SAP is capable of making substantial changes across various industries, supporting the growth and development of economies and societies.

Show More Details