Financial Planning Tools

Budgeting, financial planning, and personal finance management tools

In Finance & Accounting

Showing 25 tools

Vena Solutions

Vena Solutions

Plan better and achieve more with the #1 AI-powered Complete FP&A Platform natively integrated with Microsoft technology​.

Subscription
Ramp

Ramp

Ramp is a spend management platform that simplifies expense management by combining corporate cards, travel, expenses, and accounts payable. It automates finance operations, enhances efficiency, and provides tools for approval flows and spending controls.

Free + Paid
Brex

Brex

Brex is a modern finance platform that simplifies expense management with company cards, banking, and AI-powered automation. It helps businesses drive growth, manage budgets, and streamline global travel and expenses in over 120 countries.

Free + Paid
Pigment

Pigment

Pigment is an integrated business planning platform powered by agentic AI, enabling organizations to analyze, model, and plan effectively. It enhances collaboration and decision-making, allowing teams to focus on strategic initiatives rather than data management.

Subscription - custom pricing
Pleo

Pleo

Pleo is a business expenses solution that automates spending and provides full control over finances. It offers flexible payment options and centralizes business spend management, making it easier for teams to handle expenses efficiently.

Subscription - custom pricing
Mosaic

Mosaic

Mosaic is a financial planning software that enables accurate planning, team alignment, and growth. It integrates headcount planning, forecasting, and analytics to help Finance and HR teams control costs and drive success.

Subscription - custom pricing
Spendesk

Spendesk

Spendesk is an all-in-one spend management platform that offers procurement, corporate cards, and accounts payable. It provides complete control and visibility on operational spending, automating processes and simplifying expense management.

Subscription - custom pricing
Anaplan

Anaplan

Anaplan is an AI-driven platform designed for scenario planning and analysis, enabling businesses to optimize decision-making and align strategic, financial, and operational plans. It provides actionable insights to enhance collaboration and performance across various functions.

Subscription - custom pricing
Vena Solutions

Vena Solutions

Vena Solutions offers the #1 AI-powered Complete FP&A Platform, integrated with Microsoft technology, enabling businesses to plan proactively, analyze KPIs, and collaborate seamlessly within Excel for enhanced financial intelligence and decision-making.

Subscription - custom pricing
Cube Software

Cube Software

Cube is an AI-powered financial intelligence platform designed to enhance FP&A teams' efficiency across various tools like spreadsheets and chats. It transforms data chaos into clarity, enabling faster and smarter financial planning and decision-making.

Subscription - custom pricing
Abacus

Abacus

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Subscription - $8/month (per user)
Divvy

Divvy

Divvy.com is for sale on Spaceship, offering secure checkout, quick transfer, and free transaction support with no hidden fees.

Free
Planful

Planful

Achieve peak financial performance with Planful, a secure, collaborative platform that empowers teams to plan confidently and make informed decisions using AI-powered intelligence. It transforms financial processes into moments of clarity, enabling immediate impact and real-time adaptation.

Subscription - custom pricing
Causal

Causal

Causal is a finance platform for startups that replaces spreadsheets with a better way to build models, connect to data, and share dashboards. It simplifies financial planning by consolidating financial statements, forecasts, and budgets in one place.

Free + Paid
Airbase

Airbase

Airbase, now a Paylocity company, integrates its capabilities with Paylocity’s HCM platform, allowing companies to manage all payroll and non-payroll spend through a single system for enhanced visibility and financial controls.

Subscription - custom pricing
Datarails

Datarails

Datarails is an AI-powered Excel-native FP&A software solution that simplifies budgeting, forecasting, and financial analysis. It integrates with over 200 systems, enhancing decision-making with real-time data visualization and collaborative workflows.

Subscription - custom pricing
Adaptive Insights

Adaptive Insights

null

Subscription - custom pricing
Jedox

Jedox

Jedox is an adaptable AI-driven FP&A and performance management software that enables finance teams to hyperautomate processes, gain explainable forecasts, and achieve a single source of truth for better decision-making and collaboration.

Subscription - custom pricing
Rydoo

Rydoo

Rydoo is a smart expense management platform that automates expense flows, simplifies reimbursement cycles, and enhances efficiency for multinational finance teams, ensuring global compliance and increasing expense management efficiency by 4x.

Subscription - custom pricing
Jirav

Jirav

Jirav is an all-in-one financial planning and analysis solution designed for accounting firms and SMBs, offering tools for forecasting, budgeting, reporting, and dashboarding to enhance financial performance and streamline processes.

Subscription - $399/month (professional)
Prophix

Prophix

Prophix offers corporate performance management software designed for budgeting, forecasting, planning, and reporting. Its structured models efficiently manage large data volumes with automated workflows and AI agents, enhancing financial clarity and decision-making.

Subscription - custom pricing
Concur

Concur

SAP Concur simplifies spend management for travel, expense, and invoice, providing total visibility and control. It allows organizations to track and manage every employee-initiated expense, travel cost, and invoice payment on one connected system.

Subscription - custom pricing
Forecastr

Forecastr

Forecastr offers top-rated financial forecasting software and expert CFO services to simplify financial planning for businesses. Their team helps track key metrics, set benchmarks, and create detailed financial models to support decision-making and fundraising efforts.

Subscription - $199/month (diy)
Board International

Board International

Board International offers the Enterprise Planning Platform that enables organizations to plan smarter, transform faster, and enhance forecast accuracy for financial and operational plans, empowering confident decision-making across teams. Recognized as a Leader in the 2025 Gartner® Magic Quadrant™ for Financial Planning Software, Board emphasizes innovation and performance.

Subscription - custom pricing
Centage

Centage

Centage offers budgeting and forecasting software designed to streamline financial planning and improve accuracy. It automates processes like budgeting, scenario planning, and consolidation, enabling finance teams to focus on analysis rather than manual data management.

Subscription - custom pricing

About Financial Planning tools

Budgeting, financial planning, and personal finance management tools Compare features, pricing, and reviews to find the best financial planning tools. Explore the wider Finance & Accounting category for related solutions.

Popular Financial Planning tools

  • Vena Solutions
  • Ramp
  • Brex
  • Pigment
  • Pleo
  • Mosaic