
Pigment integrates with a wide variety of data sources, including ERP systems, CRM platforms, and other business tools. This allows businesses to bring in data from multiple sources for a comprehensive view of their financial performance. By pulling data from multiple sources in real-time, Limelight creates a single source of truth, streamlining the FP&A process for more accurate and efficient financial planning accounting and analysis.

Best FP&A for embedded AI modeling: OneStream
Mosaic connects actuals and forecasts in real time and focuses on SaaS metrics, ARR modeling, and cohorts. Fast to deploy with clean dashboards for exec/board updates; lighter on complex consolidation and some enterprise features. Workday Adaptive Planning provides enterprise-grade planning with deep governance and ERP alignment. Delivers scale and control, but expect longer implementations, higher TCO, and a steeper learning curve than lighter FP&A tools. The process of financial planning and analysis may seem tedious and complex at first, but it doesn’t have to be like that. These are the criteria to bear in mind when looking for a financial planning and analysis solution for your small business or startup – and the ones we considered when making this list.
Advanced
Adaptive Planning marries Workday’s HR and financial data with an in-memory planning engine capable of millions of cells. The interface feels less like Excel and more like a modern web grid, yet power users can still export and import via the Excel-based OfficeConnect plugin. If headcount scenarios, and driver-based revenue waterfalls that ripple through P&L, balance sheet, and cash? Because it inherits Workday’s object model, joint customers can spin up a company-wide plan without separate integrations—accelerating time-to-value even in 10,000-employee environments.

Empower Informed Decision Making Across the Business

It’s recommended to contact DataRails directly for the most current pricing information. Vena integrates with applications such as Sage Intacct, NetSuite, FinancialForce ERP, QuickBooks Online, and Salesforce App Cloud and has AI tools in the beginning phases. Board integrates seamlessly with popular business software systems and platforms, Liability Accounts such as SAP ERP and Microsoft Azure or SQL database tech. Their system also integrates with Office apps to make it easier to present data and insights. With Datarails’ native Excel integration, your team can perform analyses and comparisons for real-time financial insights all from the comfort of Excel.
- With Cube, you can automate tasks and gain quicker access to answers, letting you focus on strategic analysis and decision-making.
- The platform supports collaborative input from multiple users and includes export options in Excel and PDF formats.
- Real-time analytics and integration with business intelligence tools like Microsoft Power BI are providing deeper insights and faster decision making across organizations.
- The Era of Autonomous Finance is now upon us, and it is rapidly transforming the role of finance professionals.
- As such, Datarails users enjoy endless flexibility exactly as they do with their typical use of Excel.
- Finance teams can use rolling forecasts to anticipate cash flow needs, allocate resources efficiently, and plan for unexpected challenges.
Despite these challenges, Planful’s reporting tools are effective for variance analysis and periodic reporting, although users require manual processes to get the most out of them. Additionally, migrating data into Planful is challenging, particularly if the company has intricate financial models or requires significant customization. The platform does not support mass Excel uploads, which adds to the complexity of the migration process. Reporting in Datarails is customizable, where users can create detailed reports and dashboards that align with their specific financial analysis needs. We have compiled the top FP&A software for 2024, categorized by company size—SMBs, mid-sized businesses, and enterprises.

In other words, teams know they need automation, but they refuse to abandon the grid they trust. The 11 platforms below square that circle by blending spreadsheet familiarity with cloud scale, real? Time data, and—crucially—an on-ramp to AI that 85% of CFOs what is fp&a expect will boost productivity, yet only 30% have deployed it so far (Deloitte CFO Sentiment Survey via The Australian, 2025).




