17 best financial planning & analysis software solutions in 2025

Finance teams often struggle with inefficient processes, scattered data, and transforming numbers into actionable insights. That’s why effective financial planning & analysis is so critical to business success. 

This is where financial planning & analysis software comes in. By streamlining planning, budgeting, and reporting, it replaces manual tasks with automated workflows, delivering faster, more accurate results.  

Below, we explore the top 17 best financial planning & analysis software, so you have the information you need to choose the right solution for you and your business.

What is financial planning and analysis software?

FP&A software is a suite of applications with methodologies, metrics, processes, and systems to manage and monitor planning, budgeting, and reporting. FP&A software  is a tool for finance teams to set goals, track progress, and analyze results.

There are other names for FP&A software, including Corporate Performance Management (CPM) software and Financial Performance Management (FPM) software. The functionality is the same, but the name has evolved over time to reflect how the software supports the Office of the CFO. 

What does FP&A software do?

FP&A software streamlines your business performance monitoring and management across all areas of finance.

FP&A software often has the following applications:

• Planning, budgeting, and forecasting
• Financial, statutory, and management reporting
• Financial consolidation
• Profitability modeling and optimization
• Strategy management

Different models in financial planning & analysis software 

• Sales and revenue planning to determine the cash that will flow in and out of your accounts.
• People planning to ensure you have the right team structure, skills, and resources to execute your business plan.
• Operating expense (OpEx) planning to understand the money spent on a day-to-day basis to run the business.
• Project planning to determine project costs and associated budgets.
• Capital expenditures (CapEx) planning to budget the investments you have in long-term capital assets like property, equipment, or land.
• Cross company planning to collaboratively plan and budget.
• Balance sheet planning to understand assets, liabilities, and equity.
• Cash flow planning to understand current and future cash position on a monthly, weekly, or daily basis.
• Scenario planning to make assumptions and identify potential outcomes or impact and how to respond.
• KPI planning to measure metrics or drivers that are used to calculate actual dollars, like # units sold x sales price = sales revenue.

Benefits of FP&A software platforms

A key benefit of FP&A software is that it automates finance processes, but it doesn’t stop there. There are several benefits of FP&A software, including:

• Save time: With FP&A software, you can automate tedious manual tasks and streamline report maintenance so you can focus on uncovering the insights that matter most. Get reports out in minutes and spend your time driving value instead of formatting templates.

• Reduce data errors: Eliminate the risk of human error from manual data entry and complex formulas. FP&A software connects directly to source systems, ensuring clean, reliable, and always up-to-date data for your analysis.

• Make smarter decisions: Confidently tackle budgeting, forecasting, and scenario planning with data-driven insights that reduce guesswork. FP&A software guides you with actionable data, showing where you’ve been and where you can go.

Key considerations when choosing the best financial planning & analysis software

When evaluating financial planning and analysis (FP&A) software, it’s important to focus on the features that will empower your finance team to accomplish their goals.

Effective FP&A tools deliver on three core areas—data connectivity, intuitive design, and scalability—ensuring seamless integration, ease of use, and the ability to grow alongside your business.

Key considerations include:

• Real-time analytics: Stay ahead with up-to-date data insights that enable confident decision-making.

• AI capabilities: Leverage advanced forecasting and trend analysis to identify opportunities and reduce risk.

• User-friendly interface: Ensure fast adoption with tools that are intuitive and easy to navigate.

• Collaboration tools: Foster better teamwork with built-in features that align efforts across departments.

• Data security: Protect sensitive information with strong security measures and compliance standards.

• Seamless data connectivity: Integrate effortlessly with existing systems to consolidate and centralize data.

• Scalability: Choose a platform that supports immediate needs and grows with your business.

With these features, FP&A software can transform your finance processes, saving time and supporting smarter decision-making.

How to choose the best FP&A software for your business

To evaluate the best FP&A software tools, we looked at five criteria:

• Centralized financial performance platform: Is it a unified solution that pulls all your data in from source systems for centralized FP&A, consolidation, and intercompany management?

• Data integrations: Does the solution offer pre-built connectors for your ERP, CRM, or HRIS and API connectors for additional business systems?

• Workflow and planning automation: Can the solution automate complex, time-consuming tasks and manual data entry and analysis?

• Collaboration: Are you able to assign owners and approvers, and set deadlines and reminders for a unified planning process?

• Security and compliance: Does the solution have a robust security framework, including ISO 27001, SOC 2, TRUSTe, and HIGHTRUST, that offers full compliance and audit trail?

Read on for detailed overviews of each FP&A software tool below.

1. Prophix

Prophix One, a Financial Performance Platform, elevates the talents of finance teams by improving the speed and accuracy of decision-making. Crush complexity, reduce uncertainty, and illuminate insights with access to best-in-class planning, budgeting, forecasting, reporting, and consolidation functionality. 

With Prophix One, finance teams can modernize their planning needs with centralized data, streamlined processes, reduced human error, and automatic consolidations for planning with greater speed, accuracy, and agility.

Best for: Prophix One is a Financial Performance Platform for the Office of the CFO in mid-market companies. The primary FP&A users are the CFO, director of FP&A, and FP&A analysts. Non-finance users, like operations, marketing, and sales leaders can also use FP&A software.

Features

• Model Manager to simplify the build and maintenance of planning models for multi-dimensional planning, calculations, and analysis

• Customizable data entry templates with Template Studio

• Workflow to automate task assignment and simplify collaboration

• Automate calculations, allocations, and processes

• Microsoft 365 Add-In for flexible data entry in Excel that automatically pushes to Prophix One

• Add line-item details directly in your data entry templates

Integrations

• ERP, CRM, or accounting software

• Use an API to connect to almost any business system

• Spreadsheets and flat files

Pricing: Pricing varies depending on the number of users, applications, and integrations. Learn more about FP&A pricing here.

2. Workday Adaptive Planning

Workday Adaptive Planning helps people gain insights, collaborate, and make smarter decisions, faster.

Best for: Large enterprise teams with complex planning requirements.

Features

• Driver-based plans

• Team-led planning

• Robust reporting

• Linked plans

Integrations

• Integrate with any cloud-based, on-premise, or file-based data source application.

Pricing: Pricing isn’t listed on their website, but there is a free trial available.

3. Vena Solutions

Vena leverages the familiarity and flexibility of an Excel interface within the Vena Growth Engine, the SaaS platform and methodology that powers your plans and guides your journey to growth.

Best for: Small to medium-sized businesses who use Excel for FP&A.

Features

• Excel-native platform and familiar user interface, built for Microsoft 365 with Power BI embedded

• Pre-built templates

• Self-serve access to data analytics and AI-powered insights

• Clear version control
  

Integrations

• Integrates with cloud-based, on-premise, or local source systems like Excel and CSV files.

Pricing: Vena offers two pricing tiers: Professional and Complete. The Professional tier is their most popular. Full pricing is available by speaking to a Vena specialist.

4. Planful 

Planful helps businesses drive peak financial performance by streamlining business-wide planning, budgeting, consolidations, reporting, and analytics.

Best for: Mid-large organizations with large FP&A teams and for teams looking to expand their scope beyond finance.

Features:

• Consolidation, reporting, and standard planning on a single platform

• Dynamic planning is built on a separate technology and database

• Use cases include finance, accounting, marketing, HR, sales, IT, and operations

• Collaboration and sharing tools with intuitive web-based user interface
  

Integrations:

• Integrates with most of your existing data sources but requires additional licensing
  

Pricing: Planful doesn’t disclose its pricing.

5. Mosaic Tech

Mosaic is a Strategic Finance Platform that offers a suite of tools for business leaders to make profitable decisions.

Best for: CFOs and finance leaders at early-stage companies to large, growing teams.

Features:

• Customizable metric configuration and calculation logic to meet unique business needs

• Metrics Catalog offers out-of-the-box insights

• Automated data aggregation, calculation, and visualizations

• Live integrations with several databases and robust financial modeling, reporting, and forecasting capabilities
  

Integrations:

• ERP, CRM and HRIS systems

• Billing systems like Zoho Subscriptions, Chargebee, and Stripe

• Snowflake data warehouse
  

Pricing: Mosaic offers two tiers of pricing: Foundation and Growth. Pricing isn’t listed on the website, but there is a feature comparison table available for each pricing tier.

6. Centage Planning Maestro

Centage Planning Maestro is financial planning and analysis software that manages budgeting, forecasting, and data analysis.

Best for: CFOs and FP&A teams across a wide range of industries and sizes.

Features:

• Building and maintenance of long-term budgets and forecasts

• Test and predict the impact of scenarios and evaluate actuals

• Workforce planning
  

Integrations:

• Microsoft Dynamics 365

• Abila

• NetSuite

• Acumatica

• Sage

• QuickBooks

• SYSPRO
  

Pricing: Centage offers three tiers for pricing: Standard, Professional, and Enterprise. There is no free trial offered, but the website does offer a comprehensive feature comparison for each pricing tier.

7. Cube Software

Cube is an FP&A platform that pairs the flexibility and familiarity of your spreadsheet with FP&A software.

Best for: Small businesses and startups who use spreadsheets to manage their FP&A.

Features:

• Report customization and flexibility

• Intuitive user interface design

• Automated workflows

• Report templates

• User management and permissions, admin console, and audit trails and controls for enhanced security and data integrity

• Excel-based templates
  

Integrations

• Out of the box integrations for your CRM, ERP, HRIS or BI systems

• Custom connectors

• Self-serve flat files
  

Pricing: Cube offers three tiers of pricing: Essentials, Premium, and Enterprise. Premium is their most popular at $2450/month.

8. Causal 

Causal is a modern planning platform that allows you to build and automate your forecasts, financial models, business plans, and board reports.

Best for: Financial modelers, business teams, and executives at companies of all sizes.

Features:

• Dynamic financial modeling for revenue projections

• Easy data visualization and custom views and permissions for stakeholders

• Multi-currency, multi-entity consolidations

• User-level admin. controls and single sign-on (SSO)
  

Integrations:

• Google Sheets and Excel spreadsheets (CSV)

• Accounting and ERP systems

• Data warehouses or BI tools

• CRM and HRIS systems
  

Pricing: Causal offers three pricing tiers: Free, Launch, and Growth. The Launch tier starts at $250/month.

9. Jirav

Jirav is a forecasting, budgeting, reporting, and dashboarding solution that simplifies FP&A.

Best for: From startups to large companies who are focused on growth.

Features:

• Pre-built reports and plans

• Pre-configured integrations and features with room for customization

• Dynamic, driver-based planning
  

Integrations:

• Spreadsheets

• QuickBooks, Xero, or Stripe

• Workforce and HRIS planning systems

• HubSpot and Salesforce

• Project management, BI tools, and data warehouses
  

Pricing: Jirav offers three pricing tiers: Starter, Pro, and Enterprise but pricing isn’t publicly available.

10. PlanGuru

PlanGuru is budgeting, forecasting, and financial analytics software designed to make business planning easier.

Best for: Small businesses, accountants, and not-for-profits.

Features

• Pre-built 3-way forecasting structure

• 20+ standard forecasting methods

• Formula builder to create custom models

• Unlimited # of scenarios

• Notes payable and line of credit tools

Integrations

• QuickBooks, Xero

• Excel spreadsheets

Pricing: PlanGuru offers a free trial, and packages start at $83 per month.

11. OnPlan

OnPlan is a financial forecasting platform that is built on Google Sheets. With OnPlan, you can build on traditional spreadsheet financial models with data integrations from your ERP and CRM.

Best for: OnPlan is for decision-makers who are frustrated with their spreadsheets, but not ready to adopt a full forecasting tool.

Features:

• Automates manual spreadsheet maintenance: updating actuals, model structures, parallel updates to multiple scenarios, and formula roll overs each month

• Stakeholders can contribute to sheets, reports, and dashboards

• Dashboards and data visualizations for better insights

• Can change and modify your models in Google Sheets with automatic sync of your changes
  

Integrations:

• Microsoft Dynamics, Xero, QuickBooks and Sage Intacct

• Salesforce and HubSpot CRM

• BigQuery

• HRIS systems like Bamboo and ADP Workforce Now

• Spreadsheets and CSV files
  

Pricing: OnPlan offers three pricing tiers: Essential, Growth, and Growth+, but specific pricing isn’t available on their website.

12. Anaplan

Anaplan is a web-based, enterprise-level modeling and planning platform that lets you contextualize real-time performance and forecast future outcomes for faster, confident decisions.

Best for: Enterprise customers with large, complex calculations.

Features:

• Hyperblock™ in-memory calculations engine allows for complex use cases and can be scaled across multiple departments

• Highly customizable and can accommodate multiple use cases

• Self-serve solution with limited training required
  

Integrations:

• Use Anaplan Connect to run integration scripts for imports and exports

• ELT and ESB tools to integrate with systems of record

• Prebuilt integrations with Microsoft Dynamics 365, Adobe, or Salesforce

• Custom integrations using REST APIs or transactional APIs
  

Pricing: Three pricing plans depending on your needs: Basic, Professional, and Enterprise, but specific prices aren’t available.

13. Abacum

Abacum is an automated FP&A platform for finance teams to budget, plan, and report.

Best for: CFOs, FP&A managers, and revenue operations leaders.

Features:

• Pre-built reporting templates

• Drill-down or slice and dice data for variance analysis

• Data visualizations and custom formatting

• Scenario planning

Integrations:

• ERP, HRIS, BI and CRM systems

• Spreadsheets

• Snowflake and BigQuery

Pricing: Abacum lists their Reporting and Planning products as two separate plans, but specific pricing isn’t listed on their website.

14. Datarails 

Datarails is an Excel-based FP&A solution that automates consolidation, reporting, and planning using existing spreadsheets and data models.

Best for: Finance teams looking to automate their FP&A processes within Excel.

Features:

• FinanceOS ingests and consolidates data into one central source of truth

• Financial Statements module for P&L reports, balance sheets, cashflows, and dashboards

• Budgeting, Forecasting, and Reporting are additional models not included in FinanceOS

• Excel add-in to access Datarails in your workbook

Integrations:

• ERP, HRIS, BI and CRM systems

• Spreadsheets

• Databases and file management systems

Pricing: Datarails doesn’t list their pricing plans on their website, but they do offer a quote calculator so you can see a rough estimate.

15. Acterys 

Acterys is planning and analytics software for Power BI and Excel.

Best for: Acterys is best for business users who do FP&A using Power BI and Excel.

Features:

• Accessible from Power BI, Excel, or front-end applications

• Use Modeller to build AI-enhanced analysis models

• Excel add-in for planning, reporting, and consolidation

• 8 custom Power BI visuals

Integrations:

• Standard ERP, CRM and accounting software

• Integrations available by request

Pricing: Acterys has three pricing plans (Starter, Professional, and Enterprise) but specific pricing isn’t listed on the website. More information is available with a quote.

16. OneStream

OneStream is CPM software that brings together finance and operations processes and data in one place.

Best for: Enterprise companies with 500+ employees.

Features:

• Built-in AI services

• Guided workflows for simplified processes and task management

• Solution Exchange offers 75 pre-built business and productivity solutions to add to the platform

Integrations:

• ERP, CRM and HRIS systems

• Databases

• SAP R/3, ECC, BW and S/4 HANA

Pricing:OneStream doesn’t offer any pricing information online. You can request a demo to find out more.

17. Jedox

Jedox is a European-based planning and performance management platform for integrated business planning, FP&A, and sales performance management in an Excel-friendly interface.

Best for: Finance and revenue operations teams across organizations of all sizes and industries.

Features:

• Integrated business planning

• Financial planning and analysis and extended FP&A

• Sales performance management

• AI insights

Integrations:

• ERP and CRM systems

• BI and analytics tools

• Databases

• File-based connections and web services

Pricing: Jedox offers four pricing tiers, Essential, Business, Professional (most popular), and Performance. Additional information on pricing requires speaking to a Jedox specialist.

Empower your team with next-generation financial planning & analysis software 

Financial planning & analysis software helps you and your business streamline your budgeting and planning processes while improving collaboration. When you’re considering FP&A vendors, choose a software provider that will help you meet your business goals.  

FP&A software should reduce your manual processes that lead to delays, errors, and data loss; improve your budgeting and planning accuracy; and increase the flexibility of your financial processes, so you and your team can make strategic decisions that support business growth.  

With Prophix One, finance leaders have achieved impressive results, including: 

• Skanska eliminated 250 spreadsheets by replacing them with an integrated platform. 

• UPMC shortened their budget process by 2 weeks. 

• Boulay Group improved their net income forecast accuracy by 20.9%. 

• SoundOff Signal increased expense budget accuracy by 32%. 

FAQs about FP&A software 

Let’s look at a few frequently asked questions about FP&A software that you should consider when evaluating solutions. 

What does FP&A do in SaaS? 

Financial planning & analysis software plays a vital role in SaaS by driving growth and profitability. It helps forecast outcomes, identify opportunities, allocate resources, and provide a clear view of financial health. 

Do you need accounting knowledge to do FP&A? 

Accounting knowledge isn’t essential for FP&A, especially with financial planning & analysis software enabling advanced data-driven insights. Today, professionals like data scientists and system analysts are joining FP&A teams, leveraging technology and data skills to manage complex financial strategies.  

What's the difference between FP&A vs. financial analysis vs. treasury vs. controller? 

FP&A, supported by financial planning & analysis software, covers planning, budgeting, forecasting, and reporting. Financial analysis focuses on evaluating business performance and profitability, forming a key part of FP&A. Treasury manages cash flow, investments, and financial risks, while providing strategic input. Controllers handle financial reporting and guide company strategy, playing a vital role in FP&A processes.  

What is financial maturity in FP&A? 

Financial maturity in FP&A reflects the sophistication of your finance processes. Using financial planning & analysis software for planning, budgeting, and forecasting demonstrates greater maturity than relying on spreadsheets. Mature teams rely on advanced tools to understand the ‘why’ behind their data, making decisions with speed, accuracy, and agility. 

Want to measure your financial maturity? Take our Financial Performance Assessment.