Basis
Financial Planning and Analysis
Next-generation FP&A platform combining spreadsheet-like flexibility with database structure for financial modeling and planning.
Financial Planning & AnalysisFinancial Modeling Platforms
Alternatives to Vena
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Kepion
Financial Planning and Analysis
Microsoft-aligned planning platform for budgeting, forecasting, and reporting integrated with Power BI and Azure.
Free trialFinancial Planning & AnalysisDemand Planning - 3Financial Planning & Analysis, Cash Flow Forecasting
Mosaic
Financial Planning & Analysis
Mosaic provides a strategic finance platform with real-time financial models, automated reporting, and scenario planning for finance teams.
Vendor and budget variance analysisReal time dashboards and reportingMulti scenario forecasting - 4Financial Planning & Analysis, Financial Planning and Analysis
Income Laboratory
Financial Planning & Analysis
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Retirement income planning with guardrailsTax planning and roth conversion optimizationAI powered plan building and updates - 5Financial Planning & Analysis, Financial Planning and Analysis
Acterys
Financial Planning and Analysis
Planning and analytics platform for Microsoft Power BI enabling writeback, budgeting, and financial consolidation.
Financial Planning & AnalysisFinancial ConsolidationPrice$35 / user / month
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FP Alpha
Financial Planning & Analysis
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
AI powered tax document analysis and insightsCredit based usage model for planning snapshotsMulti office and enterprise permission managementPrice$83.33+ / month
- 7Financial Planning & Analysis
Income Discovery
Financial Planning & Analysis
Retirement income planning and Social Security optimization software for advisors.
Personalized retirement income strategy generationTax optimized income distribution executionReal time income safety monitoring - 8Financial Planning & Analysis, Cash Flow Forecasting
Cashflowy
Cash Flow Forecasting
AI-powered cash flow management tool for small businesses automating financial planning and forecasting.
Free planTiered plansFinance & AccountingFinancial Planning & Analysis - 9Financial Planning & Analysis
Asset-Map
Financial Planning & Analysis
Visual financial planning platform that maps client financial data for advisor meetings.
Visual financial planning reportsClient portal with secure accessScenario planning and draftsPrice$89+ / user / month
- 10Financial Planning & Analysis, Cash Flow Forecasting
Flightpath
Cash Flow Forecasting
Cash flow forecasting and financial planning tool for small businesses with automated projections from accounting data.
Free planFree trialTiered plansFinancial Planning & AnalysisFinancial Modeling PlatformsPrice$35 / month
