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Board

byBoard
in
4.5
Market Presence: Financial Planning Software, Analytics and Business Intelligence Platforms

Overview

Product Information on Board

Updated 21st November 2025

What is Board?

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.

Board Pricing

Pricing is use case– and user-based. It is a SaaS platform that includes all required infrastructure and named users to support the purchased solution.

Board Product Images

CFO Dashboard
CFO Dashboard
Office of Finance Solutions
Office of Finance Solutions
Workflow
Workflow

Overall experience with Board

IT Manager
250M - 500M USD, Manufacturing
FAVORABLE

“Board Excels in Planning Workflows But Faces Challenges With Backend Flexibility”

4.0
Dec 10, 2025
The communication and interaction with Board is working great. They are implementing some very exciting features (with ML, AI and esp. the inclusion of Foresight) beyond typical planning workflows. But this comes at the cost of a lesser focus on the technical backend, where we had some technical limitations and problems with the data integration and database work in Board.
Finance Associate
50M - 250M USD, Energy and Utilities
CRITICAL

“Procesos seguros pero poco ágiles en la modificación de configuraciones”

3.0
Dec 18, 2025
La herramienta ofrece seguridad en sus procesos, pero poca agilidad

About Company

Company Description

Updated 4th August 2025

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

Updated 4th August 2025
Company type
Private
Year Founded
1994
Head office location
Chiasso, Switzerland
Number of employees
501 - 1000
Website
http://www.board.com

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

Like

I like the strong focus on planning & planning workflows that get supported by other features. The handling of the tool is reasonably easy, allowing for easy onboarding of employees on Board (even in Power User / DB design roles) worked great and allowed us to heavily reduce our external capacity. Additionally, the support and community around Board is excellent, allowing easy exchange with other customers, even on very technical topics.

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Like

La robustez de la parametrización

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Like

modern design, totally customizable, pre-configure module, numerous competent integrators, dynamic community of users

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Dislike

The data backend, esp. regarding data ingestion, is very unflexible and requires heavy preparation on the DW underneath. Planned updates for this area (that looked very promising) have been postponed on the roadmap in favour of AI topics. The reporting functionalities are limited compared to other tools and a dual approach (in combination with PowerBI / Tableau for topics without planning) is our preferred way. The setup is robust, but inflexible, meaning that it is not suited for small, fast test & iterations that other tools (like Excel or PowerBI) excel in. Even smaller tests require changes on the DW beneath and in Board, often requiring multiple people.

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Dislike

La agilidad para modificar los procesos creados

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Dislike

You have to create each process from scratch, you must have a minium company size to absorb acquisition and developement costs and data management is a little different from SQL which requires additional work.

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Peer Discussions

Board Reviews and Ratings

Showing data for 218 ratings and reviews for Financial Planning Software market. View all 479 ratings and reviews across markets for a complete picture.

4.5

(218 Ratings)

Rating Distribution

5 Star
57%
4 Star
36%
3 Star
5%
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
Filter Reviews
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Star Rating
Reviewer Type
Reviewer's Company Size
Reviewer's Industry
Reviewer's Region
Reviewer's Job Function
  • IT Manager
    50M-1B USD
    Manufacturing
    Review Source

    Board Excels in Planning Workflows But Faces Challenges With Backend Flexibility

    4.0
    Dec 10, 2025
    The communication and interaction with Board is working great. They are implementing some very exciting features (with ML, AI and esp. the inclusion of Foresight) beyond typical planning workflows. But this comes at the cost of a lesser focus on the technical backend, where we had some technical limitations and problems with the data integration and database work in Board.
  • HEAD OF DATA UNIT
    50M-1B USD
    Healthcare and Biotech
    Review Source

    Manage your data and the processes using it in a single tool.

    5.0
    Dec 15, 2025
    The Board team is responsive to us and our integrator. The software evolves according to our comments and stay up to date even after five years of rapid market evolution.
  • Data and Analytics Manager
    50M-1B USD
    Healthcare and Biotech
    Review Source

    PROS: Great capabilities. CONS: need to define long term product from scratch as technical debt is expensive. Expensive renewal policy Recommended?-> YES

    4.0
    Dec 18, 2025
    The Tool works well, but is not the best in case you dont have well designed the long term product. To work in Agile with sprints is not the best as if you need o change something from the past the Technical debt with this tool is mucho more difficult to manage than in other tools. As well, maybe not the Tool, this is more to the developer, but the day a day use is not agile ( it needs, "buttons" and long waiting periods while working with not big data sets). As well, take in consideration what is included in the base of the product, some cappabilities need to be purchased separately. IN GENERAL is a Good Tool and In Owr case I´ll purchase it once more. Recommended -> YES ( But investigate and select a good developer )
  • DATA AND ANALYTICS MANAGER
    1B-10B USD
    Miscellaneous
    Review Source

    A platform to manage our business processes around Club Licensing & Financial Fair Play

    4.0
    Nov 27, 2025
    - a flexible application, embedding so many native features to be customized for our specific business processes - a strong proximity with the editor, and more specifically with the R&D Department - a good quality of technical support via our SLA - but not fully autonomous yet on the management of our processes (external services still required)
  • REPORTING MANAGER
    50M-1B USD
    Manufacturing
    Review Source

    Choose BOARD if you want to optimize and strengthen your processes.

    4.0
    Dec 23, 2025
    The software is really powerful, stable and flexible, and the people in the vendor's organization are prepared, professional and helpful.
...
Showing Result 1-5 of 215

Recommended Gartner Research

  • Critical Capabilities for Financial Planning Software
  • Magic Quadrant for Financial Planning Software

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