Best Financial Planning and Analysis (FP&A) Software
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Compare the Top Financial Planning and Analysis (FP&A) Software as of March 2026
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What is Financial Planning and Analysis (FP&A) Software?
Financial planning and analysis (FP&A) software enables organizations to collect all relevant financial data and analytics in order to accurately plan, budget, and forecast future sales, revenue, and financial scenarios. Compare and read user reviews of the best Financial Planning and Analysis (FP&A) software currently available using the table below. This list is updated regularly.
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1
Martus
Martus Solutions
Martus Solutions strengthens Financial Planning & Analysis (FP&A) by combining collaborative budgeting, dynamic forecasting, and flexible reporting in one intuitive platform. Move beyond static annual budgets and model real-time what-if scenarios that support faster, smarter decisions. Create multi-year forecasts, manage personnel costs with precision, and track performance against strategic goals. Seamless integration with leading ERP and accounting systems ensures your data is always current, eliminating manual consolidation and reducing errors. Enterprise-level security, strict access controls, and advanced data protections keep sensitive financial information secure. Built for growing nonprofits and SMBs, Martus equips finance leaders with the tools to drive strategy, improve visibility, and guide their organizations with data-backed confidence.Starting Price: $6,650 -
2
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
3
Budgyt
Budgyt
Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around.Starting Price: $425/month -
4
OnPlan
OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.Starting Price: $12,500/year -
5
Acterys
FP&A Software
Acterys is an integrated platform for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) integrated with Microsoft Azure, Power BI and Excel. Automate the integration of all your relevant data sources with connectors to a variety of ERP/ accounting / Saas solutions and run all CPM processes on a single platform based on market leading SQL Server technologies (Azure & on-premise) Profit form ready made, fully configurable application templates for all aspects of planning, forecasting and consolidation. Business users can implement FP&A and CPM processes exactly to their needs, natively integrated with your day to day productivity solutions.Starting Price: $55.00/month/user -
6
Uplinq
Uplinq
Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time. -
7
Plika
BlueDraft SA
Plika is a CFP&A solution created by and for corporate finance professionals. Through automation and analytics, Plika allows you to say "Goodbye" to Spreadsheets to spend "more time on analysis and less time on preparation" in the Planning, Management Control, Forecast and Reporting processes. Functioning as a core, Plika allows integration with ERP, CRM, Bi and data sources to ensure that financial reports are fed with real and projected information in simple steps. Plika automates and analyzes Spreadsheets, allowing you to spend more time on analysis and less on preparation in the Planning, Management Control and Forecast processes. Plika functions as a core and allows integration with ERP CRM, Bi, and other data sources to ensure financial reports are fed with real-time and projected information in easy steps.Starting Price: $30 per month -
8
Brixx
Brixx Software
Brixx caters to businesses and individuals with diverse levels of financial expertise. Whether you're embarking on your startup journey or you're a seasoned financial expert, the Brixx toolbox offers a tailored set of features for you. Craft adaptable financial timelines, engage in collaborative efforts with fellow users, experiment with various scenarios, and much more!Starting Price: $42 -
9
Modeliks
Modeliks
All-in-one forecasting, budgeting, reporting and business planning solution. It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. Financial Planning: Build accurate, driver-based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting: Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data-driven and informed decisions. Business Planning: Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates.Starting Price: $19 per month -
10
EasyPlanEx
BoraSystems
EasyPlanEx is a robust and user-friendly tool designed for assessing, optimizing, and documenting capital projects, with bilingual functionality in English and Spanish. Unlike conventional spreadsheet software, EasyPlanEx addresses five critical issues: 1. It automatically evaluates multiple scenarios rather than limiting analysis to a single project configuration. 2. It conducts risk analysis using Monte Carlo simulations, incorporating probabilities for uncertain variables instead of relying on fixed values. 3. Its modeling employs clear statements like Sales=Volume*Price, avoiding cryptic formulas prone to errors. 4. Its documentation feature and transparent modeling enhance teamwork and facilitate reviews by upper management. 5. When integrated with MultiPlanEx-DB, users can manage and query a database of projects efficiently. To support users, EasyPlanEx offers in-context help for any section, label, or option, alongside an introductory self-learning course and videos.Starting Price: US$7.5/month/user -
11
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
12
Finmark
BILL
Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.Starting Price: $50 per month -
13
Fluxo
Fluxo
Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.Starting Price: $125 per month -
14
IndustryCFO
IndustryCFO
Impact clients’ bottom lines and manage their finances with one simple interface. Let IndustriusCFO provide you with financial comparisons to your clients’ peers and specific steps to improve upon weaknesses. IndustriusCFO shows you how to save money and make more money by showing you key financial ratios for your industry and a personalized roadmap for business improvement and growth. Get an inside look at any industry to see how it is performing and whether that industry is a high or low-risk investment for your time or money. The IndustriusCFO database covers over 2,500 industries and over 1 million private businesses, so it is simple to find the information you need. IndustriusCFO offers a wide range of business analytics, key performance indicators, reports & practical recommendations, including industry peer benchmarking. View annual financials, median statistics, charts, ratios, and more of your industry competitors or peer groups.Starting Price: $49 per month -
15
FinForecast
FinForecast
FinForecast is financial forecasting software designed for CFOs, finance teams and accountants who need accurate, reliable financial projections. The platform helps businesses build fully linked Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Traditional Excel forecasting models often break as they grow, requiring manual adjustments to keep statements aligned. FinForecast replaces fragile spreadsheets with a structured forecasting engine that automatically updates financial statements when assumptions change. Users can quickly create forecasts by entering revenue, cost, headcount and funding assumptions, with the platform automatically generating integrated financial statements. Scenario planning allows finance teams to test different growth, funding and cost scenarios, while forecasts can be updated with actual results to maintain rolling forecasts. FinForecast is ideal for businesses planning growth and managing cash flow.Starting Price: $19.99/month -
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Lucanet
Lucanet
Lucanet is the CFO Solution Platform built for modern finance leaders to automate financial consolidation & planning, disclosure management including ESG reporting, lease accounting, and tax compliance and reporting. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy. -
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MODLR
MODLR
MODLR is a Cloud-based Platform which enables organizations to streamline their FP&A processes, from budgeting to forecasting and dashboarding, with Collaborative Planning. MODLR offers a vast range of integrations to automate data imports and exports - reducing human errors and freeing up time for high-value work. With MODLR, organizations can perform complex scenario planning in granular detail, gain real-time insights from its ad-hoc reporting functionality, build rolling forecasts to plan with agility and more. -
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It’s a data-driven world, and organizations that mine insights from enterprise data have all the competitive advantage. To keep pace with changing market dynamics and make better strategic decisions, you need ready access to up-to-date, high-quality data and analysis. With business analytics, you can make confident business decisions informed by real metrics and insights and take the guesswork out of decision-making. IBM Business Analytics delivers advanced data analytics and AI with an integrated workflow to help you implement smarter, faster, and more accurate data-driven decisions. Regardless of the business area, finance, HR, supply chain, marketing, sales, or IT, you can benefit from the data insights, planning, budgeting, forecasting, and business intelligence (BI) capabilities our solutions provide. This means you can eliminate data and process silos and speed up user adoption. With IBM Business Analytics you can enhance your decision-making further with predictive insights.
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19
Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
20
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
21
IDL Forecast
insightsoftware
Create effective, accurate financial plans and forecasts for group enterprises through swift, accurate planning processes that grow with your business needs. Existing solutions are not flexible enough, pre-built content is difficult to customize, so organizations struggle to standardize and integrate complex corporate planning processes across multiple divisions, product lines or departments from different legal entities. IDL Forecast covers all your requirements for fast, accurate group-wide financial planning and forecasting by integrating planning and consolidation models to provide a single point of truth that underpins continuous planning throughout the year. This is why 81 percent of consolidation customers also use IDL software for their financial planning. -
22
R&D Logic
R&D Logic
With decades of industry experience, our platform is the only one designed specifically for the unique needs of life science companies. R&D Logic allows your team to explore plans and actuals from many perspectives, so you always know exactly how your business is performing. R&D Logic’s high-touch approach means we take care of you, from implementation to training, to ongoing support, and even to expert consulting. We manage and maintain the backend to keep your data secure and private, so you can focus on managing your business. We strive to understand your unique needs and configure the right combination of products and logic that support your business. R&D Logic’s platform evolves along with you as you grow. Add, remove and modify features and business rules as your needs change. We always put our customers first, whether they’re small, medium or large, pre-commercial or commercial, or pharmaceutical, biotech or medical device businesses. -
23
Epicor FP&A
Epicor
Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to: Quickly generate reports and ensure you comply with internal and external reporting standards Accurately predict future revenues, profits, and cash flow Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios Discover which products, customers, and segments of the business are more profitable Consolidate reports with ease across entities so you can compare performance -
24
TM1
Cubewise
IBM Planning Analytics powered by TM1 (aka TM1) is the ideal technology for making spreadsheet-centric budgeting, forecasting, financial reporting and literally any spreadsheet-based analytical application scale to the enterprise. TM1 combines the freedom, flexibility and familiarity of spreadsheets with the power and control of an enterprise database. TM1 uses the same cell-oriented concepts as spreadsheets, but can support collaboration among thousands of users, using terabytes of data and deeply complex modelling to match real-world business needs. In this way, TM1 is a natural evolutionary step after spreadsheets – providing the intuitive power and flexibility of spreadsheets and scaling it to the enterprise. Like spreadsheets, TM1 is valuable to business users because it allows them to combine multiple data sources along with user input to create the business models that underpin real business decision making. -
25
Infor F9
Infor
Infor F9 is a user-friendly Microsoft® Excel® add-in that rapidly presents a real-time view of business information. With just the push of a button, F9 formulas can calculate anywhere in Excel—returning results in seconds. The solution helps to build dynamic reusable reports, which gives users more time to analyze their results and focus on strategic planning. F9 provides a rich suite of functionality, with wizards to create reports, analyze results, and drill into more detail. F9 formulas are fast and support specific ERP filters. The finance team can share reports, while role-based access delivers optional account security. Build dynamic reusable reports in Microsoft Excel with the F9 add-in. Pre-schedule Excel reporting to recalculate data for distribution automatically on a time or event-driven basis. -
26
SAC Planning
Clariba
Multiple source information consolidation. To form a different company area to analyze and be able to budget and plan is a challenge for the finance team of any corporation that doesn't have the correct tools. SAC Planning Solutions is a SAP data analytics solution designed to help finance and planning areas to data collect and analyze with the propose of getting the best budget planning strategy. Easy to use, 100% cloud and intuitive interface. Excel layout for loading information. Reporting for deviation analysis and budgeting (real and historical information). Friendly modeling and simulations. Unified planning and analysis in a single interface. Automatic or manual collection of information, reducing maintenance and providing data integrity. Independent users in terms of loading their information, modelling, reporting and processes. Business processes guided by business process flows, which allows to configure and define each milestone. -
27
FinWise
FinWise
FinWise is a modern personal finance management tool that lets you manage your personal finances simply. FinWise includes budgeting, net-worth tracking, financial planning and forecasting, reports and insights, and more.Starting Price: $6.99 -
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Hypergene
Hypergene
Hypergene is a cloud‑based planning and performance management platform that unifies strategic planning, budgeting & forecasting, analysis & insights, performance reporting, and KPI tracking within a single intuitive interface. Organizations can digitize strategic and business planning processes, streamline budget and forecast workflows with built‑in quality‑assurance features, and deliver advanced analysis and collaboration tools to ensure the right information reaches the right people. With self‑service KPI tracking and automated recurring reports, teams reduce manual effort and gain real‑time visibility into performance. Hypergene also provides comprehensive project and portfolio management to align strategic initiatives with business objectives, along with Agile and dynamic software that adapts to fast‑moving market conditions. Built on a secure, cloud‑based architecture with world‑class data quality and seamless integrations. -
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Iris Finance
Iris Finance
Iris Finance is an AI-native financial planning and analysis platform built to give consumer brands and product-based companies real-time visibility into profitability, cash flow, and operational performance by unifying data from ecommerce platforms, accounting systems, ad spend, payroll, and more into one cohesive system; it replaces delayed manual reports and spreadsheets with instant profit-and-loss tracking, daily revenue and cost insights, automated forecasting, AI-driven cash flow planning, and benchmarking so teams can make faster, smarter financial decisions. It automatically integrates with tools like Shopify, Amazon, QuickBooks, Meta, and Google Ads, NetSuite, Xero, TikTok Ads, and banking services to pull in sales, costs, transaction fees, and advertising spend so users always see up-to-date performance and understand true profitability down to specific channels or SKUs. -
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Finnivo
Infinitus Reporting
We simplify and automate financial reporting by implementing enterprise wide consolidation, planning and reporting solutions for mid to large size organizations within weeks. Taking the Financial Manager’s specific reporting requirements and the organizations’ landscape into account we seamlessly deliver on a fixed-scope, fixed-time and fixed-cost basis. Infinitus Reporting's Client base is made up of top performing medium to large Organizations which span all industry segments and include private, listed and government. Infinitus Reporting is a leading niche player in the Corporate Performance Management (CPM) solutions space. Our organisation is well-known for delivering high-end services and solutions to the market. We pride ourselves on relationship, simplicity, world-class delivery and win-win outcomes. This proven philosophy underpins our first-time-on-time-every-time delivery model!
