Top 10 Best Financial Projection Software of 2026

LivePlan is a leading business planning software renowned for its robust financial projection capabilities, enabling users to create detailed forecasts, cash flow statements, profit and loss projections, and balance sheets. It features driver-based forecasting, scenario planning, and real-time performance tracking against actuals, integrating seamlessly with accounting tools like QuickBooks and Xero. The platform also generates professional pitch decks and reports, making it ideal for startups and small businesses preparing investor-ready financial models.

Causal is a collaborative financial modeling platform designed for building dynamic forecasts, projections, and scenario analyses without the limitations of traditional spreadsheets. It features a visual, inputs-to-outputs architecture that separates assumptions, calculations, and metrics for clarity and auditability. Users can integrate live data from tools like Stripe, QuickBooks, and HubSpot to keep models automatically updated and share interactive dashboards with stakeholders.

Float is a resource scheduling and capacity planning tool designed primarily for agencies and teams to manage projects, time, and workloads visually. While it offers financial projection capabilities through integrations with accounting software like QuickBooks and Xero, it focuses on forecasting revenue, profitability, and costs based on scheduled work and resource allocation rather than deep financial modeling. It provides dashboards for real-time insights into billable utilization, pipeline revenue, and profit margins, making it useful for project-based financial planning.

Fathom is a cloud-based financial intelligence platform that integrates seamlessly with accounting software like Xero, QuickBooks, and MYOB to consolidate financial data into customizable dashboards, reports, and KPIs. It excels in financial forecasting, scenario planning, and driver-based modeling, enabling users to create projections, budgets, and what-if analyses without manual spreadsheets. Designed for SMBs, it provides actionable insights to support strategic decision-making and cash flow management.

Pigment is a cloud-based FP&A platform specializing in financial projections, budgeting, forecasting, and scenario planning. It enables users to build dynamic, driver-based models with real-time data integration from sources like ERP and CRM systems. The tool supports collaborative planning across finance, sales, and operations teams, delivering actionable insights through customizable dashboards and reports.

Vena Solutions is an Excel-native FP&A platform designed for financial planning, budgeting, forecasting, and reporting, enabling users to create detailed financial projections using familiar spreadsheets with added automation and controls. It supports driver-based modeling, scenario planning, and rolling forecasts to help finance teams build accurate projections. The platform integrates seamlessly with ERP systems and offers dashboards for real-time insights into financial performance.

Planful is a cloud-based Financial Performance Platform designed for enterprise FP&A, specializing in budgeting, forecasting, financial consolidation, and reporting to create accurate financial projections. It leverages AI-driven predictive analytics and scenario modeling to help finance teams replace spreadsheets with dynamic, continuous planning processes. The platform integrates deeply with ERPs like NetSuite and SAP, offering real-time dashboards and collaboration tools for agile decision-making.

Anaplan is a cloud-based connected planning platform that excels in financial projections, budgeting, forecasting, and scenario modeling for enterprises. It enables finance teams to build flexible, driver-based models without coding, integrating data across finance, sales, supply chain, and HR for holistic planning. The platform supports real-time collaboration and what-if analysis to drive accurate financial projections.

Jedox is an Enterprise Performance Management (EPM) platform designed for integrated business planning, budgeting, forecasting, and financial consolidation. It leverages an in-memory OLAP database combined with a spreadsheet-like interface to enable sophisticated financial projections, scenario planning, and driver-based modeling. The software supports real-time collaboration, what-if analysis, and seamless integration with ERP systems, making it ideal for complex financial forecasting needs.

Prophix is a robust Corporate Performance Management (CPM) platform specializing in financial planning, budgeting, forecasting, and consolidation for accurate financial projections. It supports driver-based planning, scenario modeling, and automated workflows to help finance teams create dynamic forecasts and what-if analyses. The software integrates deeply with ERP systems like NetSuite and Sage, as well as Excel, enabling seamless data flow and real-time reporting.