Board

byBoard
in
4.5
Market Presence: Financial Planning SoftwareAnalytics and Business Intelligence Platforms

Overview

Product Information on Board

Updated 23rd February 2024

What is Board?

Board is the Intelligent Planning Platform that offers smarter planning, actionable insights and results for more than 2,000 companies worldwide. Board allows enterprises to discover crucial insights which drive business decisions and unify strategy, finance and operations to plan smarter and achieve full control of performance across the entire organization. With Board, companies can manage and control their entire planning process from goal setting down to operational execution in one, user-friendly environment. Differentiation includes Flexibility (supports multiple business solutions, such as planning and consolidation), Scalability (Data and Users), Performance (designed with speed in mind), Extensibility (leveraging sections of one solution and applying to another) and Simplicity (intuitive UI - no coding required).

Overall experience with Board

Consultant
<50M USD, Banking
FAVORABLE

Customizable Financial Planning Tool with Strong Reporting, Easy to Use Interface

5.0
May 16, 2025
Financial Planning with Board has been a positive experience for me so far. Starting with a blank canvas gives clients the opportunity to build solutions that are 100% fitting for their organization. This characteristic, in combination with an easy-to-use interface, provides a tool that an organization can easily absorb. The fact that you are starting with a blank canvas is also a risk as it is key to set the basis right at the beginning.
FINANCE TRANSFORMATION - DIRECTOR
1B - 3B USD, Services (non-Government)
CRITICAL

Significant Risks - High Degree of Customisation & Major Performance Issues

1.0
May 12, 2025
Not fit for purpose as enterprise consolidation & planning system. Beware, the end product is a long way away from what's sold in pre-sales. Board as an application is a 'toolkit' as opposed to a 'template' offered by other solutions. Whilst this flexibility can be seen as a strength, it requires almost complete customisation which puts significant pressure on the quality of the implementation team to come up with solutions as opposed to following tried and tested best practice and introduces a major risk and disastrous consequences when implemented poorly. The pre-sales team significantly oversold the capabilities of the application - ensure you speak to multiple customers of similar size to your organisation prior to signing a contract. Multiple modules sold as one application but in fact disconnected modules with no pre-configured integration between them. Consolidation times of >90 minutes for a single period. Would not recommend under any circumstances.

About Company

Company Description

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.

Company Details

Company type
Private
Year Founded
1994
Head office location
Chiasso, Switzerland
Number of employees
501 - 1000

Key Insights

A Snapshot of What Matters - Based on Validated User Reviews

User Sentiment About Board
Reviewer Insights for: Board
Deciding Factors: Board Vs. Market Average
Performance of Board Across Market Features

Board Likes & Dislikes

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Peer Discussions

Board Reviews and Ratings

Showing data for 205 ratings and reviews for Financial Planning Software market. View all 459 ratings and reviews across markets for a complete picture.

4.5

(205 Ratings)

Rating Distribution

5 Star
59%
4 Star
35%
3 Star
4%
2 Star
1%
1 Star
0%
Why ratings and reviews count differ?

Customer Experience

Evaluation & Contracting

4.4

Integration & Deployment

4.3

Service & Support

4.5

Product Capabilities

4.6

Last 12 Months
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  • HEAD OF BI, FINANCIAL PLANNING & REPORTI
    1B-10B USD
    Consumer Goods
    Review Source

    Powerful best in class planning tool

    5.0
    Nov 12, 2025
    Board is a powerful tool, although it requires a lot of knowledge. Thanks to its flexibility, Board can be used for almost all use cases, from workflow control and S&OP planning to extensive FP&A applications.
  • Consultant
    <50M USD
    Banking
    Review Source

    Customizable Financial Planning Tool with Strong Reporting, Easy to Use Interface

    5.0
    May 16, 2025
    Financial Planning with Board has been a positive experience for me so far. Starting with a blank canvas gives clients the opportunity to build solutions that are 100% fitting for their organization. This characteristic, in combination with an easy-to-use interface, provides a tool that an organization can easily absorb. The fact that you are starting with a blank canvas is also a risk as it is key to set the basis right at the beginning.
  • Controller & BI-Analyst
    1B-10B USD
    Media
    Review Source

    Seamless workflow integration hindered by occasional performance and formatting challenges

    4.0
    Aug 28, 2025
    Great tool, that allows for a smooth and flexible planing process and is well suited for ad-hoc analysis. It takes some time and effort to learn how the system works but it is very much worth it. The back-end and development is quite intuitive but takes some practice.
  • Director of Finance
    1B-10B USD
    Travel and Hospitality
    Review Source

    Comprehensive Financial Planning Tool

    5.0
    Aug 13, 2025
    Overall a very good implementation of different financial and operational planning scenarios. From day-to-day operational planning to yearly budgets and rolling forecasts. Good integrations with ERP, WFM and revenue management systems.
  • Director Of Financial Aid
    Gov't/PS/Ed
    Education
    Review Source

    User-Friendly Interface and Swift Integration with Data Makes Workflow Customizable

    4.0
    May 26, 2025
    The experience has been smooth with the Board. The easy and swift integration with multiple sources of data which centralized everything also it allows me to customize the workflow such as approval of processes and workflow planning that match my work timing.
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Showing Result 1-5 of 201

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