Quick Overview
- 1#1: Anaplan - Cloud-based connected planning platform for enterprise-wide budgeting, forecasting, and financial planning across finance and operations.
- 2#2: Workday Adaptive Planning - Comprehensive cloud planning solution for collaborative budgeting, forecasting, reporting, and scenario modeling tailored for mid-market to enterprise finance teams.
- 3#3: Planful - Continuous planning platform that streamlines financial budgeting, forecasting, and close processes with AI-driven insights and automation.
- 4#4: OneStream - Unified corporate performance management platform for integrated financial planning, consolidation, reporting, and analytics.
- 5#5: Vena Solutions - Excel-native complete planning platform for budgeting, forecasting, and financial reporting with native Microsoft 365 integration.
- 6#6: Cube - Modern FP&A platform that automates budgeting, forecasting, and reporting with real-time data integration and collaborative modeling.
- 7#7: Prophix - Corporate performance management software for streamlined budgeting, forecasting, consolidation, and profitability analysis.
- 8#8: Centage - Budgeting, forecasting, and financial reporting software designed for mid-sized businesses with driver-based planning and what-if scenarios.
- 9#9: Jedox - Agile planning, BI, and performance management platform for integrated financial planning, consolidation, and advanced analytics.
- 10#10: Board - Decision-making platform combining business intelligence, planning, and predictive analytics for comprehensive budgeting and performance management.
Tools were evaluated and ranked based on critical factors including feature depth (such as forecasting, scenario modeling, and integration capabilities), user experience (intuitiveness, scalability, and support), and value delivery (alignment with diverse organizational sizes and cost-effectiveness), ensuring a comprehensive selection for varied needs.
Comparison Table
This comparison table assesses top planning budgeting software tools, featuring Anaplan, Workday Adaptive Planning, Planful, OneStream, Vena Solutions, and others, to guide readers through their options. It highlights key features, usability aspects, and practical applications to help identify the most suitable platform for organizational needs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Anaplan Cloud-based connected planning platform for enterprise-wide budgeting, forecasting, and financial planning across finance and operations. | enterprise | 9.4/10 | 9.7/10 | 8.2/10 | 8.9/10 |
| 2 | Workday Adaptive Planning Comprehensive cloud planning solution for collaborative budgeting, forecasting, reporting, and scenario modeling tailored for mid-market to enterprise finance teams. | enterprise | 9.2/10 | 9.6/10 | 8.4/10 | 8.7/10 |
| 3 | Planful Continuous planning platform that streamlines financial budgeting, forecasting, and close processes with AI-driven insights and automation. | enterprise | 8.8/10 | 9.2/10 | 8.4/10 | 8.1/10 |
| 4 | OneStream Unified corporate performance management platform for integrated financial planning, consolidation, reporting, and analytics. | enterprise | 8.7/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 5 | Vena Solutions Excel-native complete planning platform for budgeting, forecasting, and financial reporting with native Microsoft 365 integration. | enterprise | 8.5/10 | 9.2/10 | 7.8/10 | 8.0/10 |
| 6 | Cube Modern FP&A platform that automates budgeting, forecasting, and reporting with real-time data integration and collaborative modeling. | specialized | 8.6/10 | 9.2/10 | 8.4/10 | 7.9/10 |
| 7 | Prophix Corporate performance management software for streamlined budgeting, forecasting, consolidation, and profitability analysis. | enterprise | 8.1/10 | 8.4/10 | 7.9/10 | 7.6/10 |
| 8 | Centage Budgeting, forecasting, and financial reporting software designed for mid-sized businesses with driver-based planning and what-if scenarios. | specialized | 8.3/10 | 8.7/10 | 8.2/10 | 7.9/10 |
| 9 | Jedox Agile planning, BI, and performance management platform for integrated financial planning, consolidation, and advanced analytics. | enterprise | 8.2/10 | 8.7/10 | 7.8/10 | 7.5/10 |
| 10 | Board Decision-making platform combining business intelligence, planning, and predictive analytics for comprehensive budgeting and performance management. | enterprise | 8.4/10 | 9.1/10 | 7.6/10 | 8.0/10 |
Cloud-based connected planning platform for enterprise-wide budgeting, forecasting, and financial planning across finance and operations.
Comprehensive cloud planning solution for collaborative budgeting, forecasting, reporting, and scenario modeling tailored for mid-market to enterprise finance teams.
Continuous planning platform that streamlines financial budgeting, forecasting, and close processes with AI-driven insights and automation.
Unified corporate performance management platform for integrated financial planning, consolidation, reporting, and analytics.
Excel-native complete planning platform for budgeting, forecasting, and financial reporting with native Microsoft 365 integration.
Modern FP&A platform that automates budgeting, forecasting, and reporting with real-time data integration and collaborative modeling.
Corporate performance management software for streamlined budgeting, forecasting, consolidation, and profitability analysis.
Budgeting, forecasting, and financial reporting software designed for mid-sized businesses with driver-based planning and what-if scenarios.
Agile planning, BI, and performance management platform for integrated financial planning, consolidation, and advanced analytics.
Decision-making platform combining business intelligence, planning, and predictive analytics for comprehensive budgeting and performance management.
Anaplan
enterpriseCloud-based connected planning platform for enterprise-wide budgeting, forecasting, and financial planning across finance and operations.
Hyperblock™ in-memory engine for atomic, real-time recalculation of massive multidimensional models
Anaplan is a cloud-native connected planning platform that empowers organizations to build dynamic models for budgeting, forecasting, and performance management across finance, sales, supply chain, and HR functions. Leveraging its patented in-memory Hyperblock™ engine, it handles massive multidimensional datasets with real-time calculations and scenario planning. Users can create custom, no-code applications for collaborative planning, breaking down silos and enabling agile decision-making at enterprise scale.
Pros
- Scalable Hyperblock engine delivers lightning-fast performance on complex, large-scale models
- Connected planning integrates finance, sales, and operations for holistic visibility
- No-code/low-code interface allows flexible, custom app building without IT dependency
Cons
- Steep learning curve for non-technical users and model builders
- High implementation costs and time for full deployment
- Pricing is opaque and enterprise-focused, less ideal for SMBs
Best For
Large enterprises seeking integrated, real-time planning across multiple business functions.
Pricing
Custom subscription pricing starting at ~$50K/year for basic setups, scaling with users, workspaces, and data volume; typically quoted per organization.
Workday Adaptive Planning
enterpriseComprehensive cloud planning solution for collaborative budgeting, forecasting, reporting, and scenario modeling tailored for mid-market to enterprise finance teams.
Native integration with Workday Financials and HCM for continuous, cross-functional planning without data silos
Workday Adaptive Planning is a cloud-based enterprise planning platform that streamlines budgeting, forecasting, modeling, and reporting for finance teams. It supports collaborative planning across departments, driver-based modeling, and real-time scenario analysis. Deeply integrated with Workday's HCM and Financial Management suites, it enables unified financial and operational planning with AI-driven insights.
Pros
- Seamless integration with Workday ecosystem for unified data across finance, HR, and operations
- Excel-like interface with OfficeConnect for familiar, flexible modeling and reporting
- Advanced AI-powered forecasting and real-time collaboration for agile planning
Cons
- High enterprise-level pricing unsuitable for small businesses
- Steep learning curve and lengthy implementation for complex setups
- Limited customization without professional services
Best For
Mid-to-large enterprises already using Workday or seeking integrated, scalable planning across multiple business functions.
Pricing
Custom subscription pricing based on users and modules; typically starts at $100,000+ annually for enterprises.
Planful
enterpriseContinuous planning platform that streamlines financial budgeting, forecasting, and close processes with AI-driven insights and automation.
Predictive Planning with AI-driven signal detection for accurate, continuous forecasting beyond traditional spreadsheets
Planful is a comprehensive cloud-based Financial Performance Platform designed for enterprise FP&A teams, offering tools for budgeting, forecasting, financial close, consolidation, and reporting. It enables continuous planning with real-time collaboration and AI-driven predictive analytics to enhance decision-making. The platform integrates seamlessly with ERP systems like NetSuite, SAP, and Oracle, streamlining financial processes for mid-to-large organizations.
Pros
- Powerful AI-powered predictive planning and forecasting capabilities
- Seamless integration with major ERP and CRM systems
- Scalable for enterprise-level complexity with strong reporting and analytics
Cons
- High implementation costs and time for full deployment
- Pricing can be steep for smaller mid-market companies
- Steeper learning curve for advanced customizations
Best For
Mid-sized to large enterprises seeking a unified, scalable FP&A platform for complex budgeting and forecasting needs.
Pricing
Custom quote-based pricing; typically starts at $50,000+ annually for basic enterprise plans, scaling with users, modules, and add-ons.
OneStream
enterpriseUnified corporate performance management platform for integrated financial planning, consolidation, reporting, and analytics.
MarketRate™ Planning Engine for predictive, driver-based planning and continuous forecasting
OneStream is a unified Corporate Performance Management (CPM) platform that integrates financial consolidation, planning, budgeting, reporting, and analytics into a single solution. It excels in driver-based planning, rolling forecasts, scenario modeling, and predictive analytics via its MarketRate™ engine, enabling continuous planning for complex enterprises. By leveraging a hyperblock architecture and extensibility rules, it supports custom workflows without extensive coding.
Pros
- Unified platform reduces tool silos and integration costs
- Advanced planning with driver-based models and AI-driven insights
- Highly extensible with low-code business rules for customization
Cons
- Steep learning curve and complex initial setup
- High implementation time and costs for full deployment
- Pricing prohibitive for small to mid-sized businesses
Best For
Large enterprises with complex financial operations needing integrated planning, consolidation, and reporting.
Pricing
Quote-based enterprise licensing, typically $200,000+ annually based on modules, users, and deployment size.
Vena Solutions
enterpriseExcel-native complete planning platform for budgeting, forecasting, and financial reporting with native Microsoft 365 integration.
Excel-native interface that delivers spreadsheet familiarity with built-in governance, validation, and multi-dimensional modeling
Vena Solutions is a cloud-based Corporate Performance Management (CPM) platform designed for financial planning, budgeting, forecasting, and reporting, with a native integration into Microsoft Excel as its front-end interface. It enables finance teams to build and manage complex planning models using familiar spreadsheets while providing enterprise-grade automation, workflow controls, and data consolidation. Vena supports scenario planning, driver-based modeling, and seamless connectivity with ERP systems, Power BI, and other Microsoft tools for comprehensive FP&A processes.
Pros
- Deep native Excel integration for spreadsheet flexibility with enterprise security
- Robust FP&A capabilities including advanced forecasting and workflow automation
- Strong compatibility with Microsoft ecosystem like Power BI and Office 365
Cons
- Steep initial setup and configuration complexity for custom models
- Higher cost structure less suitable for small businesses
- Relies heavily on user Excel proficiency, limiting accessibility for non-experts
Best For
Mid-to-large enterprises with Excel-experienced finance teams needing scalable planning integrated with Microsoft tools.
Pricing
Custom quote-based pricing, typically starting at $50,000+ annually for mid-sized deployments, scaling with users, modules, and add-ons.
Cube
specializedModern FP&A platform that automates budgeting, forecasting, and reporting with real-time data integration and collaborative modeling.
Bi-directional sync with spreadsheets, allowing live data updates and edits directly in Excel or Google Sheets
Cube is a spreadsheet-native FP&A platform designed for collaborative financial planning, budgeting, and forecasting. It integrates seamlessly with tools like Google Sheets and Excel, pulling in real-time data from ERPs, HR systems, and CRMs to enable dynamic modeling without leaving familiar interfaces. The software supports scenario analysis, reporting, and variance tracking, making it ideal for finance teams seeking scalability beyond traditional spreadsheets.
Pros
- Spreadsheet-native interface reduces learning curve for Excel/Google Sheets users
- Real-time data integrations and bi-directional syncing for accurate planning
- Robust scenario modeling and collaborative workflows for teams
Cons
- Pricing is enterprise-focused and can be expensive for SMBs
- Advanced customizations may require developer support
- Reporting dashboards are functional but less polished than dedicated BI tools
Best For
Mid-market finance teams at growing companies who want powerful planning without abandoning spreadsheets.
Pricing
Custom pricing via sales contact; typically starts at $1,500/month for Starter plans, scaling to $3,000+/month for Growth and Enterprise tiers based on usage and users.
Prophix
enterpriseCorporate performance management software for streamlined budgeting, forecasting, consolidation, and profitability analysis.
Patented Workflow engine that fully automates approvals, tasks, and collaboration across the planning cycle
Prophix is a cloud-based Corporate Performance Management (CPM) platform specializing in budgeting, forecasting, planning, financial consolidation, and reporting. It enables finance teams to create driver-based budgets, run what-if scenarios, and automate workflows for greater accuracy and efficiency. With seamless ERP integrations and real-time dashboards, Prophix helps mid-market organizations align financial planning with strategic goals.
Pros
- Robust driver-based planning and scenario modeling
- Strong financial consolidation and reporting capabilities
- Excellent workflow automation for process efficiency
Cons
- Pricing can be steep for smaller organizations
- Steeper learning curve for advanced customizations
- Limited built-in AI-driven predictive analytics compared to top competitors
Best For
Mid-sized enterprises seeking an integrated CPM solution for comprehensive budgeting, forecasting, and consolidation.
Pricing
Custom quote-based pricing, typically starting at $15,000-$30,000 annually depending on users, modules, and deployment.
Centage
specializedBudgeting, forecasting, and financial reporting software designed for mid-sized businesses with driver-based planning and what-if scenarios.
Driver-based planning with visual Office Planner dashboards for collaborative, real-time scenario modeling
Centage is a cloud-based FP&A platform designed for mid-market companies, offering tools for budgeting, forecasting, reporting, and analytics. It features pre-built planning models and driver-based planning that replace spreadsheets with scalable, visual workflows. The software supports rolling forecasts, scenario planning, and seamless integrations with accounting systems like QuickBooks and NetSuite.
Pros
- Intuitive Excel-like interface reduces learning curve
- Powerful driver-based modeling and rolling forecasts
- Strong integrations with ERP and accounting tools
Cons
- Pricing is quote-based and can be steep for small teams
- Advanced customizations often need professional services
- Reporting lacks some advanced BI features of enterprise rivals
Best For
Mid-market finance teams seeking scalable budgeting and forecasting without complex IT setups.
Pricing
Custom quote-based pricing, typically starting at $1,500/month for core plans, scaling with users and modules.
Jedox
enterpriseAgile planning, BI, and performance management platform for integrated financial planning, consolidation, and advanced analytics.
Native Excel add-in with embedded OLAP for spreadsheet-style planning at enterprise scale
Jedox is an integrated business planning and performance management platform specializing in budgeting, forecasting, and financial consolidation. It combines a high-performance in-memory OLAP database with a native Microsoft Excel add-in, enabling users to build complex planning models using familiar spreadsheet tools. The software supports end-to-end processes including data integration, reporting, and analytics, with flexible cloud or on-premise deployment options.
Pros
- Seamless Excel integration for intuitive modeling
- High-performance OLAP engine for large-scale planning
- Strong support for integrated financial planning and consolidation
Cons
- Steep learning curve for non-technical users
- Complex initial setup and implementation
- Pricing can be opaque and enterprise-focused
Best For
Mid-to-large enterprises with Excel-savvy finance teams needing scalable, high-performance planning across departments.
Pricing
Quote-based enterprise pricing; typically starts at $50,000+ annually depending on users, data volume, and deployment.
Board
enterpriseDecision-making platform combining business intelligence, planning, and predictive analytics for comprehensive budgeting and performance management.
Unified Intelligence Platform enabling seamless planning, analysis, and simulation on a single multidimensional model without ETL processes
Board (board.com) is a unified decision-making platform specializing in corporate performance management, combining business intelligence, planning, budgeting, forecasting, and predictive analytics into one environment. It enables users to build multidimensional models for what-if simulations, collaborative planning, and real-time reporting without data silos. Ideal for finance teams, it integrates seamlessly with Excel and ERP systems for streamlined budgeting processes.
Pros
- Unified BI and CPM platform eliminates data silos
- Powerful what-if scenario modeling and AI-driven automation
- Deep Excel integration and scalability for enterprises
Cons
- Steep learning curve for complex model building
- Enterprise pricing not ideal for small businesses
- Limited out-of-the-box templates requiring customization
Best For
Mid-to-large enterprises seeking an integrated solution for advanced financial planning, budgeting, and cross-functional forecasting.
Pricing
Custom enterprise pricing via quote; typically starts at $50,000+ annually based on users, modules, and deployment.
Conclusion
The reviewed planning and budgeting tools cater to diverse needs, with Anaplan emerging as the top choice, praised for its cloud-based, enterprise-wide connected planning capabilities. Workday Adaptive Planning excels in collaborative, scenario-driven processes for mid-market to enterprise teams, while Planful stands out with continuous planning and AI-driven insights, each offering unique strengths. Whether prioritizing integration, collaboration, or automation, these tools deliver robust solutions.
Take the next step to enhance your financial planning—try Anaplan, the top-ranked platform, to streamline your processes, or explore Workday Adaptive Planning or Planful to find the tool that aligns with your specific needs.
Tools Reviewed
All tools were independently evaluated for this comparison
