Quick Overview
- 1#1: Anaplan - Anaplan is a cloud-native platform that enables connected planning, budgeting, forecasting, and financial analytics across enterprises.
- 2#2: Workday Adaptive Planning - Workday Adaptive Planning provides collaborative financial planning, budgeting, forecasting, and reporting with seamless integration to ERP systems.
- 3#3: OneStream - OneStream unifies corporate performance management including financial close, consolidation, planning, reporting, and analytics in a single platform.
- 4#4: Oracle EPM Cloud - Oracle EPM Cloud delivers enterprise performance management for planning, budgeting, forecasting, consolidation, and financial reporting.
- 5#5: SAP Analytics Cloud - SAP Analytics Cloud combines business intelligence, predictive analytics, and planning capabilities for embedded financial intelligence.
- 6#6: Planful - Planful offers a continuous planning platform for FP&A teams with dynamic budgeting, forecasting, consolidation, and reporting.
- 7#7: Vena - Vena is an Excel-based FP&A platform that enhances financial planning, budgeting, forecasting, and reporting with workflow automation.
- 8#8: Prophix - Prophix provides one platform for budgeting, forecasting, consolidation, and financial reporting to streamline finance processes.
- 9#9: Jedox - Jedox integrates business intelligence, enterprise performance management, and planning for agile financial decision-making.
- 10#10: Board - Board is an all-in-one decision-making platform combining BI, CPM, and predictive analytics for financial planning and insights.
Tools were evaluated on key factors including core functionality (planning, consolidation, integration), performance reliability, user experience, and long-term value, ensuring they deliver exceptional value across scalability, agility, and cost-effectiveness.
Comparison Table
Financial business intelligence software is vital for modern organizations to enhance financial visibility, optimize processes, and support strategic decision-making. This comparison table features top tools like Anaplan, Workday Adaptive Planning, OneStream, Oracle EPM Cloud, SAP Analytics Cloud, and more, breaking down key capabilities and suitability to guide readers in selecting the right solution for their financial needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Anaplan Anaplan is a cloud-native platform that enables connected planning, budgeting, forecasting, and financial analytics across enterprises. | enterprise | 9.4/10 | 9.8/10 | 7.9/10 | 8.7/10 |
| 2 | Workday Adaptive Planning Workday Adaptive Planning provides collaborative financial planning, budgeting, forecasting, and reporting with seamless integration to ERP systems. | enterprise | 9.2/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 3 | OneStream OneStream unifies corporate performance management including financial close, consolidation, planning, reporting, and analytics in a single platform. | enterprise | 9.2/10 | 9.6/10 | 7.8/10 | 8.7/10 |
| 4 | Oracle EPM Cloud Oracle EPM Cloud delivers enterprise performance management for planning, budgeting, forecasting, consolidation, and financial reporting. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.1/10 |
| 5 | SAP Analytics Cloud SAP Analytics Cloud combines business intelligence, predictive analytics, and planning capabilities for embedded financial intelligence. | enterprise | 8.6/10 | 9.2/10 | 7.4/10 | 8.1/10 |
| 6 | Planful Planful offers a continuous planning platform for FP&A teams with dynamic budgeting, forecasting, consolidation, and reporting. | enterprise | 8.7/10 | 9.1/10 | 8.3/10 | 8.0/10 |
| 7 | Vena Vena is an Excel-based FP&A platform that enhances financial planning, budgeting, forecasting, and reporting with workflow automation. | enterprise | 8.7/10 | 9.2/10 | 8.5/10 | 8.0/10 |
| 8 | Prophix Prophix provides one platform for budgeting, forecasting, consolidation, and financial reporting to streamline finance processes. | enterprise | 8.6/10 | 8.8/10 | 8.7/10 | 8.2/10 |
| 9 | Jedox Jedox integrates business intelligence, enterprise performance management, and planning for agile financial decision-making. | enterprise | 8.6/10 | 9.1/10 | 7.9/10 | 8.2/10 |
| 10 | Board Board is an all-in-one decision-making platform combining BI, CPM, and predictive analytics for financial planning and insights. | enterprise | 8.3/10 | 9.1/10 | 7.4/10 | 8.0/10 |
Anaplan is a cloud-native platform that enables connected planning, budgeting, forecasting, and financial analytics across enterprises.
Workday Adaptive Planning provides collaborative financial planning, budgeting, forecasting, and reporting with seamless integration to ERP systems.
OneStream unifies corporate performance management including financial close, consolidation, planning, reporting, and analytics in a single platform.
Oracle EPM Cloud delivers enterprise performance management for planning, budgeting, forecasting, consolidation, and financial reporting.
SAP Analytics Cloud combines business intelligence, predictive analytics, and planning capabilities for embedded financial intelligence.
Planful offers a continuous planning platform for FP&A teams with dynamic budgeting, forecasting, consolidation, and reporting.
Vena is an Excel-based FP&A platform that enhances financial planning, budgeting, forecasting, and reporting with workflow automation.
Prophix provides one platform for budgeting, forecasting, consolidation, and financial reporting to streamline finance processes.
Jedox integrates business intelligence, enterprise performance management, and planning for agile financial decision-making.
Board is an all-in-one decision-making platform combining BI, CPM, and predictive analytics for financial planning and insights.
Anaplan
enterpriseAnaplan is a cloud-native platform that enables connected planning, budgeting, forecasting, and financial analytics across enterprises.
Connected Planning that links finance, operations, and sales models in a single, real-time platform
Anaplan is a cloud-based connected planning platform designed for enterprise-wide financial planning, budgeting, forecasting, and performance management. It combines powerful modeling capabilities with business intelligence features like interactive dashboards, real-time analytics, and scenario planning. Users can integrate data from disparate sources to drive data-driven decisions across finance, sales, supply chain, and HR functions.
Pros
- Highly flexible no-code modeling for complex financial scenarios
- Real-time collaboration and what-if analysis
- Seamless integrations with ERP, CRM, and BI tools
Cons
- Steep learning curve for advanced model building
- High enterprise-level pricing
- Potential performance slowdowns with extremely large datasets
Best For
Large enterprises requiring integrated financial planning, analytics, and cross-functional business intelligence.
Pricing
Custom quote-based pricing; typically starts at $100,000+ annually for mid-sized deployments, scaling with users and modules.
Workday Adaptive Planning
enterpriseWorkday Adaptive Planning provides collaborative financial planning, budgeting, forecasting, and reporting with seamless integration to ERP systems.
Driver-based rolling forecasts with AI-powered insights for continuous, real-time planning
Workday Adaptive Planning is a cloud-native financial planning and analysis (FP&A) platform that enables organizations to create budgets, forecasts, and scenarios with real-time collaboration and insights. It integrates deeply with Workday's ERP and HCM systems, providing unified financial business intelligence through dashboards, reporting, and predictive analytics. Designed for finance teams, it supports driver-based planning, rolling forecasts, and what-if modeling to drive strategic decision-making.
Pros
- Seamless integration with Workday ERP for unified data and real-time insights
- Advanced scenario modeling and driver-based planning for agile forecasting
- Collaborative tools with customizable dashboards and mobile access
Cons
- High enterprise-level pricing may deter smaller organizations
- Steep learning curve for non-Workday users and complex customizations
- Limited standalone flexibility without the broader Workday ecosystem
Best For
Mid-to-large enterprises using Workday ERP that need integrated FP&A and financial BI for strategic planning.
Pricing
Quote-based subscription starting at around $100,000 annually, scaling with users, modules, and organization size.
OneStream
enterpriseOneStream unifies corporate performance management including financial close, consolidation, planning, reporting, and analytics in a single platform.
The XF Platform's hyperblock technology enabling infinite extensibility and a single source of truth across all financial processes
OneStream is a unified corporate performance management (CPM) platform designed for financial business intelligence, integrating consolidation, planning, reporting, analytics, and close processes into a single extensible solution. It delivers real-time financial insights through advanced dashboards, AI-driven analytics, and predictive modeling tailored for enterprise finance teams. The platform's XF architecture eliminates silos, enabling seamless data flow and customization via its Marketplace of over 1,000 solutions.
Pros
- Unified platform handles consolidation, planning, and BI in one system reducing tool sprawl
- Extensive Marketplace with 1,000+ apps for customization without custom coding
- Advanced AI-powered analytics and real-time reporting for actionable insights
Cons
- Steep learning curve and requires specialized implementation expertise
- High enterprise-level pricing not suitable for SMBs
- Complex initial setup can take 6-12 months
Best For
Large enterprises with complex financial operations seeking an all-in-one CPM and BI platform for consolidation, forecasting, and analytics.
Pricing
Custom quote-based enterprise pricing, typically $150K-$500K+ annually based on modules, users, and deployment.
Oracle EPM Cloud
enterpriseOracle EPM Cloud delivers enterprise performance management for planning, budgeting, forecasting, consolidation, and financial reporting.
Predictive Intelligence with AI-driven forecasting and narrative reporting for automated insights and what-if scenario analysis
Oracle EPM Cloud is a robust enterprise performance management platform designed for financial planning, budgeting, forecasting, consolidation, reporting, and close processes. It leverages AI and machine learning to provide real-time insights, scenario modeling, and predictive analytics, enabling finance teams to streamline operations and support strategic decision-making. As a cloud-native solution, it integrates seamlessly with Oracle's ecosystem and other ERP systems, offering scalability for complex organizational needs.
Pros
- Comprehensive suite of EPM modules including planning, consolidation, and profitability analysis
- AI-powered predictive intelligence and scenario planning for advanced financial insights
- Strong scalability and integration with Oracle Fusion ERP and other enterprise systems
Cons
- High implementation complexity requiring specialized expertise
- Premium pricing that may not suit smaller organizations
- Steep learning curve for non-technical users despite UI improvements
Best For
Large enterprises and mid-sized organizations with complex financial operations needing integrated EPM and BI capabilities.
Pricing
Subscription-based with custom quotes; typically $200-$600 per user/month depending on modules, plus implementation fees.
SAP Analytics Cloud
enterpriseSAP Analytics Cloud combines business intelligence, predictive analytics, and planning capabilities for embedded financial intelligence.
Embedded multi-dimensional planning models that combine BI reporting with real-time financial forecasting and what-if scenario analysis
SAP Analytics Cloud (SAC) is a unified cloud platform that integrates business intelligence, predictive analytics, and advanced planning tools tailored for financial professionals. It enables real-time financial reporting, forecasting, budgeting, and consolidation with seamless integration into SAP ecosystems like S/4HANA. Finance teams can build interactive dashboards, perform scenario modeling, and leverage AI-driven insights for data-driven decision-making.
Pros
- Seamless integration with SAP ERP and S/4HANA for real-time financial data
- Robust planning, budgeting, and consolidation capabilities with multi-dimensional modeling
- AI-powered augmented analytics and collaborative features for team-based forecasting
Cons
- Steep learning curve for non-SAP users and complex setup
- Higher pricing makes it less accessible for SMBs
- Performance can lag with very large datasets compared to specialized BI tools
Best For
Large enterprises with existing SAP infrastructure seeking integrated financial planning and BI in one platform.
Pricing
Subscription-based starting at ~$25/user/month for basic analytics, scaling to $100+/user/month for full planning features; enterprise custom pricing common.
Planful
enterprisePlanful offers a continuous planning platform for FP&A teams with dynamic budgeting, forecasting, consolidation, and reporting.
Predict: AI-driven forecasting, anomaly detection, and predictive insights for proactive financial intelligence
Planful is a cloud-based financial performance management platform specializing in FP&A, offering tools for budgeting, forecasting, financial consolidation, reporting, and analytics. It supports continuous planning, scenario modeling, and real-time dashboards to help finance teams make data-driven decisions. Ideal for mid-market to enterprise organizations, it integrates with ERPs like NetSuite, SAP, and Oracle for streamlined workflows.
Pros
- Comprehensive FP&A suite with strong continuous planning and scenario analysis
- Intuitive dashboards and reporting with real-time collaboration
- Seamless integrations with major ERPs and data sources
Cons
- Pricing is custom and can be expensive for smaller teams
- Implementation and initial setup require significant time and expertise
- Advanced customization may need professional services
Best For
Mid-market to enterprise finance teams needing an all-in-one platform for planning, close, and BI analytics.
Pricing
Custom enterprise pricing starting at approximately $50,000-$100,000 annually, based on users, modules, and deployment scale.
Vena
enterpriseVena is an Excel-based FP&A platform that enhances financial planning, budgeting, forecasting, and reporting with workflow automation.
Excel-native interface that combines spreadsheet flexibility with secure, scalable enterprise FP&A and BI functionality
Vena is an Excel-native financial planning and analysis (FP&A) platform designed for finance teams, offering tools for budgeting, forecasting, reporting, consolidation, and financial close processes within a familiar spreadsheet interface. It integrates seamlessly with Microsoft Excel, Power BI, and other tools to deliver advanced analytics, scenario modeling, and real-time dashboards for business intelligence. Vena emphasizes workflow automation and data accuracy, making it suitable for enterprise-scale financial operations.
Pros
- Deep Excel integration preserves user familiarity while adding enterprise-grade controls
- Comprehensive FP&A suite with strong BI reporting and analytics capabilities
- Robust automation for workflows, approvals, and financial close processes
Cons
- Initial setup and customization can be complex and time-intensive
- Pricing is quote-based and may be steep for smaller organizations
- Heavy reliance on Microsoft ecosystem limits flexibility for non-Excel users
Best For
Mid-to-large enterprises with Excel-proficient finance teams needing integrated FP&A and BI tools for scalable planning and reporting.
Pricing
Custom quote-based pricing, typically starting at $100-$200 per user/month depending on modules, users, and deployment; annual contracts common.
Prophix
enterpriseProphix provides one platform for budgeting, forecasting, consolidation, and financial reporting to streamline finance processes.
Dynamic dimensional modeling for flexible, drill-down reporting and planning across multiple dimensions without coding
Prophix is a robust Corporate Performance Management (CPM) platform tailored for mid-market and enterprise finance teams, offering integrated tools for budgeting, forecasting, financial consolidation, and reporting. It unifies financial processes in a single workspace, minimizing spreadsheet dependency and enabling real-time collaboration. With strong ERP integrations and automation features, Prophix accelerates month-end closes and supports data-driven decision-making across organizations.
Pros
- Comprehensive financial consolidation with multi-entity support
- Intuitive Excel-native interface for familiar user experience
- Robust workflow automation for approvals and processes
Cons
- Pricing can be steep for smaller organizations
- Initial setup requires IT involvement and configuration time
- Advanced AI-driven analytics lag behind some competitors
Best For
Mid-sized to large enterprises seeking an all-in-one solution for FP&A, consolidation, and reporting without heavy customization.
Pricing
Custom quote-based pricing; typically starts at $50,000+ annually for mid-market deployments, scaling by users, modules, and entity count.
Jedox
enterpriseJedox integrates business intelligence, enterprise performance management, and planning for agile financial decision-making.
Jedox Spreadsheet: A web-based Excel-like interface powered by OLAP hypercubes for enterprise-scale planning without sacrificing usability
Jedox is a comprehensive Enterprise Performance Management (EPM) platform specializing in financial business intelligence, offering integrated tools for planning, budgeting, forecasting, consolidation, and reporting. It leverages an in-memory OLAP database and a spreadsheet-centric interface that mimics Excel for intuitive data modeling and analysis. Designed for finance teams, Jedox supports real-time collaboration, scenario planning, and seamless integration with ERPs like SAP and Microsoft Dynamics.
Pros
- Exceptional multidimensional modeling for complex financial scenarios
- Native Excel and web spreadsheet integration for familiar workflows
- Full EPM suite covering planning, consolidation, and BI in one platform
Cons
- Steep learning curve for advanced customizations
- Lengthy implementation requiring certified partners
- Higher pricing suited more for enterprises than SMBs
Best For
Mid-to-large enterprises with finance teams seeking robust FP&A and consolidation tools integrated with spreadsheet interfaces.
Pricing
Quote-based enterprise licensing; cloud subscriptions typically start at $50-100/user/month, with on-premise options and volume discounts.
Board
enterpriseBoard is an all-in-one decision-making platform combining BI, CPM, and predictive analytics for financial planning and insights.
Patented multidirectional hypercube data model enabling true integration of planning and analysis without coding or ETL
Board is an all-in-one decision-making platform that combines business intelligence (BI), corporate performance management (CPM), and predictive analytics into a unified environment. It enables finance professionals to handle planning, budgeting, forecasting, reporting, and simulations using a single multidirectional data model without requiring separate ETL processes. The software excels in real-time what-if analysis and write-back capabilities, supporting strategic financial decision-making across enterprises.
Pros
- Unified platform eliminates silos between BI, planning, and analytics
- Powerful multidirectional data modeling for seamless read/write operations
- Strong predictive analytics and what-if scenario simulations
Cons
- Steep learning curve for non-technical users
- Enterprise-focused pricing may not suit SMBs
- UI can feel dated compared to modern BI tools
Best For
Mid-to-large enterprises with complex FP&A needs seeking an integrated BI and planning solution.
Pricing
Custom enterprise pricing upon request; typically starts at $100K+ annually based on users, modules, and deployment.
Conclusion
The reviewed tools offer diverse approaches to financial business intelligence, from cloud-native platforms enabling connected planning to Excel-integrated solutions with workflow automation. At the top, Anaplan excels with its robust, unified planning capabilities, while Workday Adaptive Planning leads in ERP integration and OneStream distinguishes itself with all-in-one consolidation and performance management. Together, they cater to varied enterprise needs, but Anaplan emerges as the most comprehensive choice.
Ready to transform your financial processes? Dive into Anaplan's connected planning tools to streamline budgeting, forecasting, and analytics, and unlock data-driven insights that drive strategic success.
Tools Reviewed
All tools were independently evaluated for this comparison