Finance, Accounting & Payments Software · Accounting & bookkeeping
Budgeting & Forecasting Software (FP&A)
Financial planning and analysis software for budgets, forecasts, scenarios and reporting beyond what spreadsheets can handle.
Also searched as: FP&A software · financial planning software
What it does
- Budgets and forecasts
- Scenario modeling
- Actuals pulled from accounting
- Board and lender reports
- Collaboration
Who uses it
Owners, CFOs, controllers and finance teams.
Well-known examples
Adaptive Planning · Planful · Cube · Jirav · Pigment
Buy, build or connect?
KPI & Sales Dashboards
One screen with sales, margins, cash, leads and pipeline, updated automatically, so you know how the business is doing without digging.
AI Data Analysis & Reporting
Ask questions about your sales, costs and operations in plain English and get answers, charts and alerts from your own data.
Custom Dashboard Development
Live dashboards that pull from your store, accounting, CRM and operations systems to show the numbers that run your business, on any screen.
Questions about budgeting & forecasting software (FP&A)
What is budgeting & forecasting software (FP&A)?
Financial planning and analysis software for budgets, forecasts, scenarios and reporting beyond what spreadsheets can handle.
How is AI changing budgeting & forecasting software (FP&A)?
AI produces rolling forecasts and explains variances in plain English.
Need budgeting & forecasting software (FP&A) set up, connected or built?
Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.
- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide