Best Financial Planning and Analysis (FP&A) Software with a Free Trial
View:
Compare the Top Financial Planning and Analysis (FP&A) Software with a Free Trial as of March 2026
Sort By:
What is Financial Planning and Analysis (FP&A) Software with a Free Trial?
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 with a Free Trial currently available using the table below. This list is updated regularly.
-
1
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. -
2
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 -
3
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
4
Make better decisions backed by data with SAP Analytics Cloud, a business intelligence, and data visualization platform ideal for businesses of all sizes. SAP Analytics Cloud features include predictive analytics, digital boardroom, business planning, and reporting functionalities. SAP Analytics Cloud is available for deployment in the cloud and accessible via iPhones and iPads. SAP Analytics Cloud also offers multiple support options like online support, phone support, knowledge base, and online forum.Starting Price: $21.00/month/user
-
5
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 -
6
IBM Planning Analytics, powered by IBM TM1®, is an integrated planning solution designed to promote collaboration across the organization and help keep pace with the speed of modern business. With a powerful calculation engine, this enterprise performance management solution helps you move beyond the limits of spreadsheets, automating the planning process to drive faster, more accurate results. Simplify oceans of data by unifying data sources into one single repository and empowering users to build sophisticated, multidimensional models that drive more reliable forecasts. Forego time-consuming, error-prone planning in favor of an automated, more reliable planning process designed for real business. Break down siloes, unify data, and synchronize planning across the organization to reveal the full picture and drive integrated plans. See the impact of your decisions before making them using what-if scenarios. Plus, adjust plans in real-time to adapt to change.
-
7
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
8
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 -
9
Board
Board International
Board is a top-rated decision-making platform for organizations of any size. It unifies business intelligence, corporate performance management (CPM), and business analytics capabilities in one powerful solution, making it easy to build and maintain any apps in a matter of seconds--no coding required. Available in multiple deployment models, Board gives users access to the right information easier and faster. -
10
Centage
Centage
Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports. -
11
BiCXO
BiCXO
BiCXO is an AI-driven finance transformation platform powered by its intelligent consultant, MiWa, which helps finance teams shift from backward-looking reporting to forward-focused strategic decision-making. The system automates repetitive finance tasks, analyzes operational performance, and provides data-backed recommendations for business strategy, forecasting, and KPI alignment. MiWa uses advanced reasoning to uncover hidden patterns, explain financial fluctuations, and evaluate cause-effect relationships across business variables. It supports key finance functions including FP&A reporting, consolidation, reconciliation, AR/AP management, treasury workflows, and planning. With real-time insights, role-based access, and secure data architecture, BiCXO enables organizations to streamline financial processes and improve accuracy. The platform helps teams make smarter, faster, and more confident decisions across strategy, operations, and financial performance.Starting Price: $300 for unlimited users -
12
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 -
13
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 -
14
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 -
15
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 -
16
IDU-Concept
IDU
IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more. IDU-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and provide full access to constantly updated, accurate data. The Revenue Reporting module allows users to comment on and analyze revenue data in real-time. It also helps calculate anticipated outcomes, predict risk, and report on past numbers. Alerts are automated and customizable, notifying users whenever new information is uploaded into the database, or a particular data set needs attention.Starting Price: $50.00/month/user -
17
Fathom
Fathom Applications
All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.Starting Price: $44 per month -
18
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 -
19
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 -
20
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 -
21
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 -
22
LiveFlow
LiveFlow
Say goodbye to downloading the same reports every month. Now you can set up your reports once, and we’ll ensure they are always up-to-date. Simply swap the company on your template and build the same report for another client in seconds. Set up live reports and automatically have them refreshed without you doing a thing. Discover underlying variances and drill into your transactions directly in your Google Sheet. With LiveFlow, you can feed live data into your financial models. Import your data and write any formula on top of it. You can connect unlimited QuickBooks companies to LiveFlow. -
23
Fintellect
Fintellect
Streamlined finances platform for professional service firms, design studious, IT outsources, consulting firms and other B2B services. There’s always lots of different apps and spreadsheets that you manage manually, and it not makes you happy. Connecting the data on projects, resources, tasks, time and money costs you a lot of hours and nerve. No way to understand if your projects are even profitable, after all the stages, edits, and delays. Real-time project profitability tracking, all costs considered. Automated keyword-sorting for your business transactions. The platform helps service companies streamline project finances, using the power of open-banking and API-first structure.Starting Price: €49 per month -
24
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 -
25
OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
26
Jedox
Jedox
Eliminate the use of spreadsheets and move to more advanced, best-in-class integrated enterprise planning solutions from Jedox. Jedox's integrated planning solutions combine enterprise planning, data analytics, and reporting that help organizations improve collaboration among teams, create accurate forecasts and analytics, and deliver greater process visibility and transparency. Jedox is accessible from any device and also comes with inbuilt integration. -
27
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
28
Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
29
Longview Plan
insightsoftware
Integrate planning and consolidation data in one platform to accelerate planning cycles and improve the quality of your budget and forecasts. Enterprise participation: Engage the edges of the organization in all planning processes and achieve greater visibility and accountability. In-context and advanced analytics: Analyze data throughout the application, at the speed of thought, without the need for external BI tools. Your business processes: Plan across revenue, expenses, operations, people, profit, etc., at a granular level, in the same platform as Longview Close, Longview Tax, and Longview Transfer Pricing. Flexible dynamic modeling: Configurable and flexible – a future-proof modeling engine to meet today’s and tomorrow’s requirements. Eliminate legacy planning apps, with their error-prone spreadsheets, complicated calc scripts and outdated UIs. Handle large data collection with real-time processing through scalable, born-in-the-cloud architecture. -
30
deFacto Power Planning
deFacto Global
deFacto Power Planning is the newest generation of our product that organizations around the world use in every business function to make informed decisions and drive faster more effective planning processes. deFacto Power Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all financial and operational areas, including finance, tax, sales, supply chain, operations, you name it. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company.
