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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Workday Adaptive Planning’s AI-powered solution streamlines and automates planning workflows, freeing time for deeper strategic analysis and improving collaboration. With its intuitive cloud-based platform and integration framework, users collaborate on plans informed by real-time data. Business partners can access self-service, interactive reporting and analysis, reducing ad hoc requests for insights. Embedded AI capabilities accelerate the speed and accuracy of essential planning work, with support for variance analysis, contextual help, predictive forecasts, and more. Collaborative scenarios help planners analyze the impact of potential financial and operational outcomes, providing the clarity necessary to address disruptions or seize new opportunities.
Anaplan Platform is a cloud-based software designed for enterprise planning, enabling organizations to model and analyze business data for finance, supply chain, sales, and other operational areas. The software offers features such as real-time data aggregation, scenario modeling, and collaborative workflow management, facilitating seamless planning and budgeting processes across departments. Anaplan Platform provides tools for connecting strategic, operational, and financial plans, helping users address complex forecasting, alignment, and resource allocation challenges. The software aims to support data-driven decision-making by allowing users to create and manage models that adapt to changing business requirements.
OneStream's platform helps organizations intelligently align and unify financial and operational planning across Sales, Marketing, Supply Chain and FP&A with flexibility and control. It helps users collaborate with data-driven insights and signals to drive continuous planning and performance management across the entire organization. Customers are able to manage and govern global FP&A while providing the agility for line of business partners to model operational drivers for extended business plans —all within the same unified solution and user experience. Users can instantly seed budgets and forecasts with powerful predictive models without technical expertise. And for improved agility, they can manage rolling forecasts and scenario plans to continually analyze how sales, production, price and labor affect profitability and future plans.
Oracle Fusion Cloud Enterprise Performance Management (EPM) software delivers capabilities for planning, budgeting, forecasting, and financial close, enabling organizations to manage and analyze financial processes. The software facilitates integration of data from various sources, supports modeling and scenario analysis, and provides workflow management for financial consolidation and reporting. With automation features, it helps businesses increase accuracy and efficiency when preparing financial statements and reports. Oracle Fusion Cloud EPM software addresses challenges related to financial performance visibility, regulatory compliance, and resource allocation by centralizing financial processes in the cloud and offering decision support through analytical tools.
Vena Complete Planning Platform is a software designed to support financial and operational planning processes within organizations. The software integrates with existing spreadsheets and systems to enable forecasting, budgeting, reporting, and analysis across departments. Features include workflow automation, data consolidation, collaboration tools, and customizable templates. Vena Complete Planning Platform aims to enhance accuracy and efficiency in planning cycles by centralizing data and providing real-time insights. The software addresses challenges related to manual data handling, version control, and collaboration among stakeholders, supporting informed decision-making and streamlined performance management.
Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial consolidation in one secure SaaS solution. Powered by Prophix One Intelligence, it automates data preparation, detects anomalies, and delivers actionable insights. With shared workflows, enterprise-grade security, and seamless integrations, Prophix One helps finance teams work faster, collaborate better, and focus on strategy over spreadsheets.
IBM Planning Analytics is a software designed to streamline financial planning, budgeting, forecasting, and analysis for organizations. It offers capabilities such as multidimensional analysis, data integration, scenario modeling, and collaboration tools, providing users with the ability to create detailed plans and forecasts based on real-time data. The software enables automation of manual processes, supports data-driven decision-making, and facilitates cross-functional alignment in financial and operational activities. By integrating with existing data sources, IBM Planning Analytics helps organizations improve the accuracy, speed, and efficiency of planning and reporting processes while addressing complex business requirements.
Jedox EPM Software is a platform designed for enterprise performance management, offering integrated solutions for planning, budgeting, forecasting, and analytics. The software enables organizations to consolidate financial and operational data, streamline business processes, and collaborate across departments. Its features include modeling, workflow automation, and reporting tools, which support data-driven decision-making by providing real-time insights and customizable dashboards. Jedox EPM Software addresses business challenges related to manual data entry, fragmented systems, and lack of transparency in planning by automating repetitive tasks and centralizing information. The software aims to facilitate accurate forecasts and efficient resource allocation for various industry sectors.
Board unifies financial planning, consolidation, and reporting on one Enterprise Planning Platform, powered by AI. With a single source of truth, real-time analytics, and expert-curated economic intelligence, Finance can model unlimited scenarios, anticipate risk, and keep strategy aligned with execution—enabling you to close faster, plan continuously, and forecast accurately.
In volatile markets where legacy FP&A tools and slow close processes stall decisions, Board helps CFOs and finance leaders steer performance with agility—aligning strategy, budgets, and resources.
CCH Tagetik Intelligent Platform powered by Expert AI delivers corporate performance management by financial close & consolidation, financial planning, budgeting, forecasting, ESG & regulatory, and corporate tax. The AI-powered software provides tools for managing financial and operational data, producing reports, and ensuring regulatory compliance. It enables organizations to streamline workflows, automate calculations, and increase the transparency and accuracy of financial information. The software addresses business challenges related to complex financial processes and data management by offering configurable features, audit capabilities, and advanced analytics. It is used for improving decision-making and efficiency in planning, performance monitoring, and financial reporting.
Planful is a software designed to support financial planning, budgeting, forecasting, and reporting processes within organizations. It provides centralized tools for managing financial data, automating repetitive tasks, and facilitating collaboration between teams. The software allows users to create and analyze financial models, integrate data across different sources, and generate reports that support strategic and operational decision-making. It addresses business challenges related to manual financial workflows and data fragmentation by streamlining financial operations and offering real-time insights into organizational performance.
Business planning platform built for agility and scale that connects people, data, and processes. Teams from across an organization such as finance, sales, supply chain and HR can review business performance, build plans to reach objectives, run forecasts and scenarios, and pivot when things change.
Pigment's core differentiators are first, its Integrated Architecture of over 30 native connectors, ETLs and APIs to maintain data updated, in real-time in an automated fashion. Also, Plans are built on top of a 'data hub' which allows for shared metrics to be used and always in sync across models. Second, its Intuitive UX has a modern design with collaboration intrinsically built in (comments, filters, etc.) and dedicated visualizations for different teams to look at data how they plan (e.g. org chart for HR, geo maps for Sales). Thirdly, its Adaptability, so models can be adjusted when the business changes (e.g. reorg, M&A) and one-click scenarios to forecast any assumption
The SAP Analytics Cloud solution let data and analytics leaders and practitioners in organizations running enterprise applications from SAP unlock the potential of all their investments in mission-critical business applications and valuable data sources. It brings together analytics, business intelligence (BI), and planning augmented with the power of artificial intelligence (AI), data science (DS), and machine learning (ML).
It connects live at the point of decision and action without moving data from their SAP enterprise applications to keep the complete business context. The built-in planning engine enables them to go beyond simple visualizations, they can run simulations and forecasts, and collaborate for decision-making. Over 300 packages of industry best practices for AI-infused analytics and BI enable them to de-risk their projects and accelerate business outcomes.
Axiom Software is a financial planning and performance management software designed to support budgeting, forecasting, reporting, and analytics processes for organizations. The software enables users to consolidate financial data, create scenarios, generate reports, and analyze metrics to support data-driven decision-making. Axiom Software offers features such as workflow management, customizable dashboards, and integration with different enterprise systems, which help streamline finance operations and improve visibility into organizational performance. The software addresses business requirements for accurate financial planning, resource management, and regulatory compliance through automation and collaboration tools.
Oracle Hyperion Planning is an enterprise planning software designed to support budgeting, forecasting, and modeling processes across organizations. It provides collaborative workflow capabilities, allowing various stakeholders to contribute to financial plans and forecasts. The software integrates with other financial management systems and utilizes multidimensional analysis to offer detailed visibility into data, facilitating scenario planning and performance management. By automating data collection and consolidating inputs, the software aids in improving accuracy, reducing cycle times, and enhancing decision-making for resource allocation and financial strategy development. The solution addresses the business need for efficient planning processes and consistent alignment between organizational objectives and financial outcomes.
Abacum is a financial planning and analysis (FP&A) platform that helps finance teams streamline business planning, reporting, and performance monitoring. The platform enables users to build collaborative financial models, consolidate and analyze real-time performance data, and generate structured reports for internal and external stakeholders. Abacum connects to over 50 data sources, including ERP, CRM, HRIS, and data warehouse systems, allowing teams to centralize financial and operational data. Key capabilities include scenario planning, workforce and vendor forecasting, budget management, and board-level reporting. Abacum is designed for mid-sized and growing organizations that require integrated, flexible planning tools to support decision-making across the business.
JustPerform is a software designed to streamline business performance management processes by enabling organizations to plan, analyze, and monitor various aspects of their operations. The software offers functionalities for financial planning, budgeting, forecasting, profitability analysis, and reporting. It provides users with a unified platform to connect data from multiple sources, automate workflows, and ensure data accuracy. JustPerform supports process orchestration, audit trails, collaboration features, and role-based access, allowing teams to coordinate complex business initiatives. The software aims to address challenges related to data silos, manual processes, and compliance by standardizing and automating tasks, helping organizations improve decision-making and operational efficiency.
Kepion is a software designed for business performance management, offering planning, budgeting, forecasting, and reporting capabilities. It allows organizations to model and analyze financial and operational data, enabling collaboration within teams for scenario planning and resource allocation. The software integrates with various data sources and supports workflows for approval and review processes, helping to streamline financial consolidation and planning cycles. Kepion provides tools for customizing dashboards, creating reports, and managing key performance indicators to assist enterprises in improving decision-making and managing business processes efficiently.
IDU-Concept is a software that enables businesses to manage budgeting, forecasting, reporting, and financial analysis processes. The software provides a centralized platform for financial planning and control, allowing organizations to streamline data collection, monitor budget variances, and generate detailed financial reports. IDU-Concept facilitates collaboration among users, supports the management of multiple budget versions, and offers tools for workflow approvals and audit trails. The software addresses the business problem of manual spreadsheet-based budgeting by automating key financial processes and providing real-time visibility into financial data, supporting more accurate and informed decision-making.
Financial Reporting for NetSuite in Excel is a software designed to integrate NetSuite data with Microsoft Excel, enabling organizations to produce financial reports directly within the Excel environment. The software allows users to access real-time NetSuite data, build custom reports, and perform in-depth financial analysis without exporting or rekeying information. Its features include drill-down capabilities, formula support, and configurable layouts, enabling finance teams to interpret, present, and reconcile financial information efficiently. The software aims to address the need for flexible reporting and streamlined data handling for organizations using NetSuite, providing a familiar interface for users accustomed to Excel-based workflows.
Features of Financial Planning Software
Updated December 2025Mandatory 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.

















