Buyer's guide

Best Financial Planning and Analysis software

Platforms for FP&A teams to build financial models, create budgets, and produce management reporting. Open any profile for real pricing, compliance, and buyer-fit detail, or jump into the financial planning and analysis directory to filter by industry, company size, and certifications.

16 profiled toolsUpdated 2026

1
Chainalysis
Crypto Compliance
Chainalysis provides blockchain analytics and compliance solutions for cryptocurrency investigations, transaction monitoring, and regulatory compliance.
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2
Forecastr
Financial Modeling Platforms
Financial modeling and forecasting software for startups to build investor-ready projections, model runway, and run scenario analysis.
Deal available
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3
idu-Concept
Software
Cloud budgeting and reporting solution for mid-sized organizations with driver-based planning and consolidation features.
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4
Limelight
Software
Cloud planning platform for mid-market companies with budgeting, forecasting, and consolidation beyond spreadsheet limitations.
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5
ClearPoint Strategy
OKR and Goal Tracking
ClearPoint Strategy is an AI-powered platform that combines hard data with human insights to give organizations one clear view of their strategic performance, eliminating the chaos of spread…
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6
BudgetPak
Software
Budget management software that makes the budget process easy for non-financial managers while maintaining control for finance.
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7
AGRIVI
Farm Management Software
AGRIVI provides farm management and agribusiness intelligence software with crop planning, monitoring, analytics, and compliance tracking for global agriculture.
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8
Hive9
Marketing Performance Management
Marketing planning and performance platform enabling CMOs to build data-driven marketing plans, allocate budgets, and measure cross-channel ROI.
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9
Accountagility
Financial Close Management
Excel-based close management with reconciliation, review workflows, and audit trails that preserve spreadsheet workflows.
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10
365Talents
Talent Management Platforms
365Talents is an AI talent experience platform that maps employee skills, suggests internal opportunities, and helps HR teams build skills-based workforce strategies.
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11
Strata Decision Technology
Financial Planning and Analysis
Financial planning and analytics platform for health systems providing budgeting, cost accounting, and continuous improvement tools.
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12
ChartHop
People Analytics
ChartHop provides people analytics and org management with dynamic org charts, headcount planning, and compensation analysis.
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13
Abacum
Financial Planning and Analysis
Abacum is listed at No vendor URL supplied. Current public vendor materials were reviewed for a citable numeric starting price, free access, and operating status. No public pricing. Mid-mark…
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14
Pry
Software
Financial planning tool built for startups providing automated cash flow forecasting, hiring plans, and fundraising models.
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15
Phocas
Business Intelligence (BI)
Business intelligence and financial planning platform for mid-market companies with interactive dashboards and budgeting tools.
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16
Finario
Software
Capital planning and management platform that automates the capital expenditure lifecycle from budgeting through post-completion.
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17
Income Laboratory
Software
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
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18
Vise
Software
AI investment management platform for independent financial advisors.
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19
Limelight Software
Financial Planning and Analysis
FP&A and budgeting built for Oracle ERP users.
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20
Prophet
Financial Planning and Analysis
Prophet planning and forecasting platform for FP&A teams with Excel-based modeling and database-backed consolidation.
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21
Vanilla
Software
Modern estate planning software for financial advisors.
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22
Board
Financial Planning and Analysis
Intelligent planning platform combining business intelligence, performance management, and analytics.
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23
OneStream XF
Software
Unified CPM platform for financial consolidation, planning, and analytics used by large industrial firms.
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24
Rill Resources
Financial Modeling Platforms
AI platform for automated financial modeling and analysis
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25
MoneyGuidePro
Financial Planning and Analysis
Goal-based financial planning software for advisors from Envestnet.
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26
Upmetrics
Financial Planning for Startups
AI-powered business planning platform for startups and entrepreneurs.
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27
Flightpath
Software
Cash flow forecasting and financial planning tool for small businesses with automated projections from accounting data.
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28
ClearGov
Budgeting and Forecasting
Financial transparency and benchmarking platform for local government with budgeting and capital planning.
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29
Vena
Financial Planning & Analysis
Complete planning platform native to Microsoft 365 with Excel front-end and centralized database.
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30
Covisum
Software
Social Security claiming and retirement income planning platform for financial advisors.
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31
Holistiplan
Financial Advisory Practice
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
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32
Stratify
Software
Financial planning platform for early-stage startups with automated forecasting and investor reporting capabilities.
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33
Wealth.com
Financial Planning and Analysis
Estate planning platform for advisors and clients.
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34
PhilanthPro
Charitable Giving Platforms
Philanthropy management platform for family offices, foundations, and donors.
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35
OnPlan
Financial Planning and Analysis
FP&A platform bridging the gap between spreadsheets and enterprise planning tools with native Excel integration.
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36
Farseer
Financial Planning and Analysis
FP&A platform with multidimensional planning, real-time consolidation, and driver-based modeling for finance teams.
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Best financial planning and analysis by company size

Best financial planning and analysis for Solo / freelancer Best financial planning and analysis for Startup (1-50)Best financial planning and analysis for Small business (51-200)Best financial planning and analysis for Mid-market (201-1,000)Best financial planning and analysis for Enterprise (1,000+)

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Frequently asked

What is the best financial planning and analysis software?

Cubbie ranks 16 profiled financial planning and analysis tools by profile completeness, verified-vendor status, and active deals. The list above leads with the products that carry the most complete, vendor-maintained profiles.

How does Cubbie choose these financial planning and analysis tools?

Listings are drawn from the live catalog and ordered so products with substantive, vendor-maintained profiles surface first. Cubbie does not accept payment for ranking position.

Ranked from Cubbie's live catalog, https://www.cubbie.com/best/financial-planning-and-analysis