Best Financial Planning Tools

Abacum

4.6 rating

AI-native FP&A platform for CFOs to connect data, workflows, and teams with 700+ integrations, simplifying planning, reporting, and performance monitoring.

Centage

4.7 rating

FP&A software for mid-sized companies offering automated budgeting, continuous forecasting, and synchronized P&L, balance sheet, and cash flow reporting.

Cube

4.2 rating

AI-powered FP&A platform that connects Excel and Google Sheets directly to accounting and business data for automated reporting, forecasting, and variance analysis.

Datarails

4.6 rating

Excel-native FP&A platform that automates data consolidation, reporting, and analysis while letting finance teams work in the spreadsheet environment they know.

Drivetrain

4.8 rating

AI-native business planning platform with multi-dimensional modeling, 800+ integrations, and natural language analysis for high-growth companies and enterprises.

Monarch Money

4.2 rating

All-in-one financial management app that connects accounts, tracks spending, enables budgeting, and facilitates collaboration between partners or financial professionals.

Mosaic

4.2 rating

AI-native FP&A platform that unifies financial data from ERP, CRM, HRIS, and billing systems for strategic planning, budgeting, and real-time financial reporting.

Planful

4.2 rating

End-to-end cloud FP&A platform for financial close, consolidation, budgeting, forecasting, and reporting trusted by over 1,400 organizations.

Prophix

4.2 rating

Comprehensive FP&A platform with budgeting, forecasting, financial planning, workflow automation, and compliance tools for mid-market and enterprise finance teams.

Vena Solutions

4.2 rating

AI-powered Complete Planning platform that modernizes FP&A while keeping teams in Excel, with centralized logic, workflow controls, and Copilot AI assistance.

Wealthfront

4.2 rating

Wealthfront is a robo-advisor that combines automated investing with advanced financial planning tools, tax-optimized strategies, and high-yield cash management.

YNAB (You Need A Budget)

4.2 rating

Personal finance app that helps users manage money through the budgeting method of assigning jobs to every dollar, reducing financial stress and improving spending decisions.