Quick Overview
- 1#1: Anaplan - Cloud-native connected planning platform for advanced budgeting, forecasting, and scenario modeling across the enterprise.
- 2#2: Workday Adaptive Planning - Comprehensive FP&A solution offering driver-based budgeting, rolling forecasts, and financial planning for mid-to-large enterprises.
- 3#3: Planful - Modern cloud FP&A platform that streamlines continuous budgeting, forecasting, financial close, and reporting processes.
- 4#4: Vena Solutions - Excel-native budgeting and forecasting software integrated with Microsoft Office for seamless financial planning.
- 5#5: OneStream - Unified CPM platform combining planning, budgeting, forecasting, consolidation, and analytics in a single solution.
- 6#6: Cube - Real-time FP&A platform that connects directly to data warehouses for collaborative budgeting and forecasting.
- 7#7: Pigment - Scalable business planning tool enabling multidimensional modeling for budgeting, forecasting, and scenario analysis.
- 8#8: Prophix - CPM software providing budgeting, forecasting, consolidation, and profitability analysis with workflow automation.
- 9#9: Centage - Driver-based planning software focused on budgeting, forecasting, and financial modeling for SMBs and mid-market.
- 10#10: Jedox - Integrated EPM suite for agile planning, budgeting, forecasting, BI, and performance management.
These tools were chosen for their robust features (e.g., scenario modeling, integration), user experience (intuitive design, accessibility), and value (ROI, scalability), ensuring they deliver reliable support across planning and forecasting workflows.
Comparison Table
Effective budget and forecasting software streamlines financial planning, enabling organizations to adapt to shifting market conditions. This comparison table evaluates key features, usability, and integrations of tools like Anaplan, Workday Adaptive Planning, Planful, Vena Solutions, and OneStream, helping readers select the right solution for their business needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Anaplan Cloud-native connected planning platform for advanced budgeting, forecasting, and scenario modeling across the enterprise. | enterprise | 9.5/10 | 9.8/10 | 7.8/10 | 8.7/10 |
| 2 | Workday Adaptive Planning Comprehensive FP&A solution offering driver-based budgeting, rolling forecasts, and financial planning for mid-to-large enterprises. | enterprise | 9.2/10 | 9.6/10 | 8.1/10 | 8.4/10 |
| 3 | Planful Modern cloud FP&A platform that streamlines continuous budgeting, forecasting, financial close, and reporting processes. | enterprise | 9.1/10 | 9.4/10 | 8.6/10 | 8.8/10 |
| 4 | Vena Solutions Excel-native budgeting and forecasting software integrated with Microsoft Office for seamless financial planning. | enterprise | 8.6/10 | 9.2/10 | 8.1/10 | 8.0/10 |
| 5 | OneStream Unified CPM platform combining planning, budgeting, forecasting, consolidation, and analytics in a single solution. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 6 | Cube Real-time FP&A platform that connects directly to data warehouses for collaborative budgeting and forecasting. | specialized | 8.6/10 | 9.1/10 | 8.4/10 | 8.0/10 |
| 7 | Pigment Scalable business planning tool enabling multidimensional modeling for budgeting, forecasting, and scenario analysis. | enterprise | 8.7/10 | 9.2/10 | 8.4/10 | 8.0/10 |
| 8 | Prophix CPM software providing budgeting, forecasting, consolidation, and profitability analysis with workflow automation. | enterprise | 8.2/10 | 9.0/10 | 7.5/10 | 7.8/10 |
| 9 | Centage Driver-based planning software focused on budgeting, forecasting, and financial modeling for SMBs and mid-market. | specialized | 8.1/10 | 8.7/10 | 8.0/10 | 7.4/10 |
| 10 | Jedox Integrated EPM suite for agile planning, budgeting, forecasting, BI, and performance management. | enterprise | 8.2/10 | 8.7/10 | 7.8/10 | 7.9/10 |
Cloud-native connected planning platform for advanced budgeting, forecasting, and scenario modeling across the enterprise.
Comprehensive FP&A solution offering driver-based budgeting, rolling forecasts, and financial planning for mid-to-large enterprises.
Modern cloud FP&A platform that streamlines continuous budgeting, forecasting, financial close, and reporting processes.
Excel-native budgeting and forecasting software integrated with Microsoft Office for seamless financial planning.
Unified CPM platform combining planning, budgeting, forecasting, consolidation, and analytics in a single solution.
Real-time FP&A platform that connects directly to data warehouses for collaborative budgeting and forecasting.
Scalable business planning tool enabling multidimensional modeling for budgeting, forecasting, and scenario analysis.
CPM software providing budgeting, forecasting, consolidation, and profitability analysis with workflow automation.
Driver-based planning software focused on budgeting, forecasting, and financial modeling for SMBs and mid-market.
Integrated EPM suite for agile planning, budgeting, forecasting, BI, and performance management.
Anaplan
enterpriseCloud-native connected planning platform for advanced budgeting, forecasting, and scenario modeling across the enterprise.
Hyperblock™ technology for ultra-fast, in-memory calculations on massive multi-dimensional datasets
Anaplan is a cloud-native connected planning platform specializing in budgeting, forecasting, and financial planning for enterprises. It allows users to build highly flexible, multi-dimensional models that integrate data across finance, sales, HR, and supply chain for driver-based planning and real-time scenario modeling. With AI-driven insights, predictive forecasting, and seamless integrations, Anaplan enables agile decision-making and rolling forecasts at scale.
Pros
- Unmatched flexibility in multi-dimensional modeling for complex budgeting and forecasting
- Real-time collaboration and scenario planning across the organization
- AI-powered predictive analytics and seamless integrations with ERP/CRM systems
Cons
- Steep learning curve for non-technical users
- High implementation time and costs
- Pricing can be prohibitive for small businesses
Best For
Large enterprises and mid-sized organizations requiring scalable, connected planning for sophisticated budgeting and forecasting across multiple departments.
Pricing
Custom quote-based pricing, typically starting at $1,000+ per user/month for enterprise plans with annual contracts.
Workday Adaptive Planning
enterpriseComprehensive FP&A solution offering driver-based budgeting, rolling forecasts, and financial planning for mid-to-large enterprises.
Native, real-time integration with Workday's full suite for holistic financial and workforce planning
Workday Adaptive Planning is a cloud-based enterprise planning platform that excels in budgeting, forecasting, and financial modeling for large organizations. It supports driver-based planning, scenario analysis, rolling forecasts, and collaborative workflows, enabling finance teams to align budgets with strategic goals. Deeply integrated with Workday's HCM and ERP systems, it provides real-time data synchronization and AI-driven insights for continuous planning.
Pros
- Seamless integration with Workday ERP and HCM for unified data
- Advanced scenario modeling and AI-powered forecasting accuracy
- Real-time collaboration and scalable for enterprise-wide planning
Cons
- Steep learning curve and implementation time for complex setups
- High enterprise-level pricing not ideal for SMBs
- Limited flexibility outside the Workday ecosystem
Best For
Large enterprises using Workday HCM/ERP that require integrated, sophisticated budgeting and forecasting across finance and operations.
Pricing
Custom quote-based pricing, typically starting at $100,000+ annually for mid-sized deployments, scaling with users and modules.
Planful
enterpriseModern cloud FP&A platform that streamlines continuous budgeting, forecasting, financial close, and reporting processes.
Continuous Planning with AI-powered rolling forecasts
Planful is a cloud-based Financial Performance Management (FPM) platform specializing in budgeting, forecasting, planning, and reporting for mid-market to enterprise organizations. It offers continuous planning capabilities, allowing finance teams to build rolling forecasts, run what-if scenarios, and consolidate data from multiple sources in real-time. The platform integrates seamlessly with ERPs like NetSuite and SAP, and leverages AI for predictive analytics to enhance decision-making.
Pros
- Advanced AI-driven predictive forecasting and scenario modeling
- Excel-like workbook interface for intuitive planning
- Strong integrations with major ERPs and CRM systems
Cons
- Higher pricing suitable mainly for mid-sized+ companies
- Initial setup and configuration can be complex
- Limited free trial or self-service options
Best For
Mid-market to enterprise finance teams seeking scalable, continuous planning beyond basic spreadsheets.
Pricing
Custom enterprise pricing starting around $50,000 annually, based on users, modules, and company size; no public tiers.
Vena Solutions
enterpriseExcel-native budgeting and forecasting software integrated with Microsoft Office for seamless financial planning.
Native Excel platform that turns familiar spreadsheets into a secure, enterprise-grade planning solution
Vena Solutions is a cloud-based Corporate Performance Management (CPM) platform that leverages Microsoft Excel as its primary interface for budgeting, forecasting, planning, and reporting. It provides finance teams with pre-built templates, workflow automation, real-time collaboration, and integration with ERP systems like NetSuite and BI tools like Power BI. Designed for mid-market to enterprise organizations, Vena streamlines financial close processes while maintaining the familiarity of Excel spreadsheets.
Pros
- Seamless native integration with Microsoft Excel, reducing the learning curve for spreadsheet users
- Robust forecasting models with driver-based planning and scenario analysis
- Strong workflow automation and audit trails for compliance and collaboration
Cons
- Pricing can be expensive for smaller teams with custom quote-based models
- Initial implementation and setup require significant configuration time
- Limited standalone mobile capabilities, relying heavily on Excel web access
Best For
Mid-sized to large enterprises with Excel-proficient finance teams seeking scalable budgeting and forecasting without switching interfaces.
Pricing
Custom quote-based pricing; typically $100-$200 per user/month or annual contracts starting at $50,000+ depending on modules and users.
OneStream
enterpriseUnified CPM platform combining planning, budgeting, forecasting, consolidation, and analytics in a single solution.
OneStream Intelligence AI engine for automated predictive forecasting and anomaly detection directly within budgets
OneStream is a unified Corporate Performance Management (CPM) platform that delivers advanced budgeting, forecasting, financial consolidation, reporting, and analytics in a single solution. It supports driver-based planning, scenario modeling, continuous forecasting, and AI-powered predictive insights, enabling finance teams to align strategic goals with operational execution. The platform integrates deeply with ERPs like SAP and Oracle, providing real-time data for agile decision-making across enterprises.
Pros
- Unified platform eliminates silos between planning, consolidation, and reporting
- AI-driven predictive forecasting and scenario analysis for accurate budgets
- Highly scalable with global consolidations and multi-dimensional modeling
Cons
- Steep learning curve and complex initial implementation
- High enterprise-level pricing inaccessible to SMBs
- Customization requires technical expertise
Best For
Mid-to-large enterprises needing an integrated CPM solution for sophisticated budgeting and forecasting across complex, global operations.
Pricing
Custom enterprise subscription pricing starting at $100,000+ annually, based on modules, users, and deployment scale; quotes required.
Cube
specializedReal-time FP&A platform that connects directly to data warehouses for collaborative budgeting and forecasting.
Direct, live connection to data warehouses for always-current planning without ETL pipelines
Cube is a spreadsheet-native FP&A platform designed for budgeting, forecasting, and financial modeling at scale. It connects directly to modern data warehouses like Snowflake and BigQuery, enabling real-time data syncing and collaborative planning without manual imports. Users build flexible models, run scenarios, and generate automated reports and dashboards, bridging the gap between spreadsheets and enterprise systems.
Pros
- Seamless integration with data warehouses for live, accurate data
- Real-time collaboration with version control and granular permissions
- Highly flexible modeling tools that mimic spreadsheets but scale enterprise-wide
Cons
- Custom pricing can be expensive for small teams or startups
- Requires an existing data warehouse setup, adding complexity for beginners
- Limited built-in visualization options compared to dedicated BI tools
Best For
Mid-sized to enterprise finance teams with modern data stacks seeking collaborative, scalable budgeting and forecasting.
Pricing
Custom quote-based pricing, typically starting around $1,500/month or $20,000/year, scaling with users and data volume.
Pigment
enterpriseScalable business planning tool enabling multidimensional modeling for budgeting, forecasting, and scenario analysis.
Hypercube-based multidimensional modeling for flexible, real-time planning across any metric or dimension
Pigment is a cloud-based business planning platform designed for financial planning and analysis (FP&A), enabling users to build dynamic budgets, forecasts, and scenarios with real-time data integration. It combines modeling, reporting, and analytics in a unified interface, supporting multidimensional planning and what-if analysis. The tool excels in collaborative environments, allowing teams to align on plans across finance, sales, and operations while leveraging AI for forecasting accuracy.
Pros
- Advanced scenario planning and what-if modeling for agile forecasting
- Seamless real-time collaboration and data integrations with ERPs and BI tools
- Intuitive visual interface with dashboards for actionable insights
Cons
- Steep learning curve for complex multidimensional models
- Enterprise-level pricing lacks transparency and can be costly for smaller teams
- Limited out-of-the-box templates compared to some competitors
Best For
Mid-market to enterprise finance teams seeking a scalable, collaborative platform for integrated budgeting and forecasting.
Pricing
Custom enterprise pricing, typically starting at $50-100/user/month with annual contracts; volume discounts available.
Prophix
enterpriseCPM software providing budgeting, forecasting, consolidation, and profitability analysis with workflow automation.
Workflow engine that automates approval processes and collaboration across budgeting cycles
Prophix is a robust Corporate Performance Management (CPM) platform specializing in budgeting, forecasting, financial consolidation, and reporting for mid-market to enterprise organizations. It enables finance teams to create driver-based budgets, perform scenario modeling, and conduct what-if analyses while integrating seamlessly with Excel and popular ERPs like NetSuite and Sage Intacct. The software streamlines financial close processes and provides real-time dashboards for better decision-making.
Pros
- Deep Excel integration for familiar budgeting workflows
- Advanced driver-based forecasting and scenario planning
- Scalable multi-entity consolidation capabilities
Cons
- Steep learning curve for non-technical users
- Pricing lacks transparency and can be high for smaller teams
- Interface feels dated compared to modern cloud-native tools
Best For
Mid-sized to large enterprises with complex, multi-departmental budgeting and forecasting requirements.
Pricing
Quote-based pricing starting around $50,000 annually, depending on users, modules, and deployment.
Centage
specializedDriver-based planning software focused on budgeting, forecasting, and financial modeling for SMBs and mid-market.
Driver-based planning that dynamically links operational KPIs to financial forecasts for accurate, automated what-if scenarios
Centage is a cloud-based FP&A platform specializing in budgeting, forecasting, and financial planning for mid-market businesses. It features driver-based planning, rolling forecasts, scenario modeling, and real-time dashboards, enabling collaborative financial processes. The software integrates seamlessly with ERPs like QuickBooks, NetSuite, and Sage, reducing manual data entry.
Pros
- Excel-native interface for quick adoption by finance teams
- Robust driver-based modeling linking operations to P&L
- Strong collaboration tools and ERP integrations
Cons
- Higher pricing limits accessibility for small businesses
- Learning curve for advanced scenario planning
- Reporting lacks depth of dedicated BI platforms
Best For
Mid-sized companies seeking scalable, driver-based budgeting without heavy reliance on spreadsheets or IT.
Pricing
Quote-based, typically $50-$150/user/month with minimums around $40,000 annually for mid-market deployments.
Jedox
enterpriseIntegrated EPM suite for agile planning, budgeting, forecasting, BI, and performance management.
Spreadsheet-centric planning with enterprise-grade OLAP engine for real-time, high-volume forecasting
Jedox is an integrated business planning and performance management platform specializing in budgeting, forecasting, and financial consolidation. It combines an in-memory OLAP engine with seamless Microsoft Excel integration, allowing users to build sophisticated models using familiar spreadsheet interfaces while leveraging web-based reporting and dashboards. The software supports driver-based planning, scenario analysis, and real-time collaboration, making it suitable for enterprise-scale financial processes.
Pros
- Seamless Excel integration for intuitive model building
- High-performance in-memory OLAP for complex calculations and what-if scenarios
- End-to-end EPM capabilities including consolidation and BI analytics
Cons
- High implementation complexity requiring skilled administrators
- Premium pricing not ideal for small businesses
- Steeper learning curve for non-Excel power users
Best For
Mid-to-large enterprises with finance teams needing scalable, Excel-centric budgeting and forecasting integrated with BI.
Pricing
Custom quote-based pricing; typically starts at $20,000-$50,000 annually for small deployments, with per-user or core-based subscriptions scaling for enterprises.
Conclusion
The reviewed budget and forecasting software showcase a strong lineup, with Anaplan leading as the top choice for its cloud-native, connected planning, ideal for enterprise-level advanced modeling. Workday Adaptive Planning follows closely, offering comprehensive driver-based budgeting for mid-to-large entities, and Planful stands out with its streamlined continuous processes for FP&A. Each tool caters to distinct needs, but Anaplan’s scalability and integration make it the clear front-runner.
Take the first step in enhancing your financial planning journey—try Anaplan to experience its robust capabilities for yourself.
Tools Reviewed
All tools were independently evaluated for this comparison