# Top Free FP&A Software

Check out our list of free FP&A Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) to ensure you get the right product.

## View Free FP&A Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our [scoring methodologies](https://research.g2.com/g2-scoring-methodologies).

**55** FP&A (Financial Planning & Analysis) Products Available
View all [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)

View all [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)

### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)

[By Workday](https://www.g2.com/sellers/workday)

[

(326)4.3 out of 5
](https://www.g2.com/products/workday-adaptive-planning/reviews#reviews "Read Workday Adaptive Planning Reviews")

Product Description

Workday Adaptive Planning gives FP&A and business leaders a single place to model decisions, test scenarios, and see the cross-functional impact before they commit. The platform connects data from

**Users:** Financial Analyst, Senior Financial Analyst · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 56% Mid-Market, 33% Enterprise

TH

The ability to modify and create your own space to fit the needs of the business[Read review](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-8406419)

 ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services")
EF

The seamless integration to the general ledger is really helpful in creating cost center and company level forecasts. The planning team loves the...[Read review](https://www.g2.com/products/workday-adaptive-planning/reviews/workday-adaptive-planning-review-9185418)

Year Founded
2005

HQ Location
Pleasanton, CA

Company Website
https://www.workday.com

Twitter
@Workday

LinkedIn® Page
https://www.linkedin.com/company/17719/

Ownership
NYSE:WDAY

Phone
(925) 951-9000

### [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

[By IBM](https://www.g2.com/sellers/ibm)

[

(257)4.4 out of 5
](https://www.g2.com/products/ibm-planning-analytics/reviews#reviews "Read IBM Planning Analytics Reviews")

Product Description

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

**Users:** Financial Analyst · **Industries:** Information Technology and Services, Financial Services · **Market Segment:** 51% Enterprise, 36% Mid-Market

User SentimentHow are these determined?

Reviewers frequently mention the tool's powerful planning and forecasting capabilities, its ability to handle large datasets, the convenience of Excel integration, and the automation of tasks as key benefits. Reviewers mentioned the steep learning curve, especially for non-technical team members, an outdated interface with limited self-service reporting functions, and complex system integration as drawbacks.

Year Founded
1911

HQ Location
Armonk, New York, United States

Company Website
https://www.ibm.com

Twitter
@IBMSecurity

LinkedIn® Page
https://www.linkedin.com/company/1009/

Ownership
SWX:IBM

Phone
1-866-277-7488

[![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

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### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

[By Prophix](https://www.g2.com/sellers/prophix)

[

(219)4.4 out of 5
](https://www.g2.com/products/prophix-software/reviews#reviews "Read Prophix Software Reviews")

Product Description

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

**Users:** Senior Financial Analyst, Financial Analyst · **Industries:** Insurance, Construction · **Market Segment:** 56% Mid-Market, 37% Enterprise

User SentimentHow are these determined?

Users frequently mention the ease of use, the ability to create custom reports, the integration with accounting software, and the time-saving consolidation process as key benefits. Reviewers experienced difficulties with the initial integration and setup, limitations in dashboard customization, issues with training for experienced users, and problems with the foreign currency features and reporting tool.

Year Founded
1987

HQ Location
Ontario, Canada

Company Website
https://www.prophix.com

Twitter
@prophix

LinkedIn® Page
https://www.linkedin.com/company/45052/

### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)

[By Drivetrain](https://www.g2.com/sellers/drivetrain)

[

(113)4.8 out of 5
](https://www.g2.com/products/drivetrain-drivetrain/reviews#reviews "Read Drivetrain Reviews")

Product Description

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

**Users:** Finance Manager, CFO · **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 83% Mid-Market, 14% Small-Business

User SentimentHow are these determined?

Reviewers appreciate the platform's ability to consolidate data from multiple sources, automate reporting processes, and provide real-time updates, along with its flexibility and excellent customer support. Reviewers noted a steep learning curve when starting with the platform, occasional issues with data connectors, and a lack of advanced AI analytics for variance analysis.

Year Founded
2021

HQ Location
Sunnyvale, US

Company Website
https://www.drivetrain.ai

Twitter
@DrivetrainAI

LinkedIn® Page
https://in.linkedin.com/company/drivetrainai

### [Jedox](https://www.g2.com/products/jedox/reviews)

[By Jedox](https://www.g2.com/sellers/jedox)

[

(188)4.3 out of 5
](https://www.g2.com/products/jedox/reviews#reviews "Read Jedox Reviews")

Product Description

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

**Users:** Controller · **Industries:** Information Technology and Services, Accounting · **Market Segment:** 51% Mid-Market, 28% Small-Business

User SentimentHow are these determined?

Users like that Jedox eliminates the need for multiple tools, ensures consistency across financial and operational planning, and allows for the creation of relationships between different data using formulas. Users mentioned that building complex models and workflows can require significant training, the speed is sometimes not optimal due to complex reports, and there have been some glitches such as reports disappearing or the drag and drop feature in dynamic reports occasionally stopping working.

Year Founded
2002

HQ Location
Freiburg, Germany

Company Website
https://www.jedox.com

Twitter
@Jedox

LinkedIn® Page
https://www.linkedin.com/company/231653/

### [Aleph](https://www.g2.com/products/getaleph/reviews)

[By Aleph](https://www.g2.com/sellers/aleph)

[

(98)4.9 out of 5
](https://www.g2.com/products/getaleph/reviews#reviews "Read Aleph Reviews")

Product Description

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan

**Users:** Senior Financial Analyst, Finance Manager · **Industries:** Computer Software, Financial Services · **Market Segment:** 83% Mid-Market, 9% Small-Business

User SentimentHow are these determined?

Users like Aleph's intuitive interface, its ability to integrate with Excel and other platforms, and the speed and efficiency it brings to financial data analysis and reporting. Users reported that Aleph can sometimes be slow when updating large datasets, lacks some complex forecasting features, and its AI analysis needs to be more in-depth.

Year Founded
2020

HQ Location
New York, US

Company Website
https://www.getaleph.com

Twitter
@getaleph

LinkedIn® Page
https://www.linkedin.com/company/getaleph/

### [Coefficient](https://www.g2.com/products/coefficient/reviews)

[By Coefficient](https://www.g2.com/sellers/coefficient)

[

(189)4.7 out of 5
](https://www.g2.com/products/coefficient/reviews#reviews "Read Coefficient Reviews")

Product Description

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficien

**Industries:** Computer Software, Information Technology and Services · **Market Segment:** 47% Mid-Market, 35% Small-Business

User SentimentHow are these determined?

Reviewers frequently mention the ease of use, the automation of routine tasks, the ability to set up automatic dashboards, and the time-saving benefits of Coefficient. Users experienced issues with the pricing structure, unclear error messages during data import, limitations in data extraction, and difficulties in setting up connections for others to refresh or debug.

Year Founded
2020

HQ Location
Palo Alto, CA

Company Website
https://coefficient.io/

Twitter
@coefficient\_io

LinkedIn® Page
https://www.linkedin.com/company/coefficientworks/

### [Fathom](https://www.g2.com/products/fathom/reviews)

[By Fathom Applications](https://www.g2.com/sellers/fathom-applications)

[

(95)4.7 out of 5
](https://www.g2.com/products/fathom/reviews#reviews "Read Fathom Reviews")

Product Description

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

**Industries:** Accounting, Information Technology and Services · **Market Segment:** 54% Small-Business, 36% Mid-Market

User SentimentHow are these determined?

Reviewers appreciate Fathom's reporting and visualization capabilities, its user-friendly interface, its ability to easily connect to QBO data, and its robust support and knowledge base. Reviewers noted issues with Fathom's cash flow behavior, difficulties in replacing Excel for model development, problems with QBO customer connection, limitations in flexibility, and complexities in consolidating group accounts.

Year Founded
2010

HQ Location
Brisbane, QLD

Company Website
https://www.fathomhq.com

Twitter
@fathomhq

LinkedIn® Page
https://www.linkedin.com/company/2631592/

### [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews)

[By Lucanet AG](https://www.g2.com/sellers/lucanet-ag)

[

(256)4.6 out of 5
](https://www.g2.com/products/lucanet-ag-causal/reviews#reviews "Read Causal Reviews")

Product Description

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

**Users:** CEO, Founder · **Industries:** Computer Software, Financial Services · **Market Segment:** 66% Small-Business, 30% Mid-Market

 ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Biotechnology")
UB

Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat...[Read review](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588165)

JH

That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can...[Read review](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588810)

Year Founded
1999

HQ Location
Berlin, Germany

Company Website
https://www.lucanet.com

Twitter
@LucaNet

LinkedIn® Page
https://www.linkedin.com/company/lucanet-ag/about

### [Acterys](https://www.g2.com/products/acterys/reviews)

[By Acterys](https://www.g2.com/sellers/acterys)

[

(70)4.8 out of 5
](https://www.g2.com/products/acterys/reviews#reviews "Read Acterys Reviews")

Product Description

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

**Industries:** Accounting, Information Technology and Services · **Market Segment:** 66% Small-Business, 29% Mid-Market

User SentimentHow are these determined?

Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning. Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.

Year Founded
2017

HQ Location
Chicago, Illinois

Company Website
https://www.acterys.com/

Twitter
@Acterysfpa

LinkedIn® Page
https://www.linkedin.com/company/acterysfpa/

### [Apliqo](https://www.g2.com/products/apliqo/reviews)

[By Apliqo](https://www.g2.com/sellers/apliqo)

[

(45)4.9 out of 5
](https://www.g2.com/products/apliqo/reviews#reviews "Read Apliqo Reviews")

Product Description

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

**Users:** Consultant, Senior Consultant · **Industries:** Consulting, Information Technology and Services · **Market Segment:** 62% Mid-Market, 31% Small-Business

 ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting")
CC

What I like best is the user-friendly interface, which is very easy to use. The operation is intuitive, and the seamless integration with IBM...[Read review](https://www.g2.com/products/apliqo/reviews/apliqo-review-10747723)

 ![Verified User in Consulting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Consulting")
CC

Apliqo is the best Frontend tool I have used for Planning Analytics (TM1). It is very intuitive and easy to use. But also has the depth and...[Read review](https://www.g2.com/products/apliqo/reviews/apliqo-review-10747784)

Year Founded
2013

HQ Location
Zurich, CH

Company Website
https://apliqo.com/

Twitter
@apliqo

LinkedIn® Page
https://www.linkedin.com/company/apliqo

### [Joiin](https://www.g2.com/products/joiin/reviews)

[By Joiin](https://www.g2.com/sellers/joiin)

[

(83)4.7 out of 5
](https://www.g2.com/products/joiin/reviews#reviews "Read Joiin Reviews")

Product Description

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants t

**Users:** CFO, Finance Director · **Industries:** Accounting, Computer Software · **Market Segment:** 63% Small-Business, 35% Mid-Market

User SentimentHow are these determined?

Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow. Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.

Year Founded
2018

HQ Location
Exeter, UK

Company Website
https://www.joiin.co/

Twitter
@joiinreporting

LinkedIn® Page
https://www.linkedin.com/company/joiin

### [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews)

[By Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca)

[

(46)4.9 out of 5
](https://www.g2.com/products/clockwork-ai/reviews#reviews "Read Clockwork.ai Reviews")

Product Description

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

**Industries:** Accounting · **Market Segment:** 91% Small-Business, 9% Mid-Market

 ![Verified User in Accounting](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Accounting")
AA

Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software...[Read review](https://www.g2.com/products/clockwork-ai/reviews/clockwork-ai-review-7285591)

 ![Sharrin F.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Sharrin F.")
SF

When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ...[Read review](https://www.g2.com/products/clockwork-ai/reviews/clockwork-ai-review-7361908)

Year Founded
2018

HQ Location
Chicago, US

Company Website
https://www.clockwork.ai/about

Twitter
@Clockwork\_AI

LinkedIn® Page
http://www.linkedin.com/company/clockworkai

### [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews)

[By Cascade Strategy](https://www.g2.com/sellers/cascade-strategy)

[

(251)4.7 out of 5
](https://www.g2.com/products/cascade-strategy-cascade/reviews#reviews "Read Cascade Reviews")

Product Description

Cascade is a global software company, consistently ranking as the world's #1 strategy execution platform. We're the AI-powered strategic brain of your organization. We pull the numbers from your syste

**Industries:** Non-Profit Organization Management, Hospital & Health Care · **Market Segment:** 41% Mid-Market, 36% Small-Business

 ![Verified User in Design](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Design")
UD

I'm thrilled with the system; everything from its interface to the collaboration tools has been an enormous help. Since we began using the...[Read review](https://www.g2.com/products/cascade-strategy-cascade/reviews/cascade-review-4737059)

LD

ease of us, able to track everything and made every member of the company take ownership[Read review](https://www.g2.com/products/cascade-strategy-cascade/reviews/cascade-review-4874528)

Year Founded
2016

HQ Location
Sydney

Company Website
https://www.cascade.app/

Twitter
@cascadestrategy

LinkedIn® Page
https://www.linkedin.com/company/2906476/

### [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews)

[By SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)

[

(801)4.3 out of 5
](https://www.g2.com/products/sas-sas-viya/reviews#reviews "Read SAS Viya Reviews")

Product Description

SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and e

**Users:** Student, Statistical Programmer · **Industries:** Pharmaceuticals, Banking · **Market Segment:** 33% Enterprise, 33% Small-Business

User SentimentHow are these determined?

Reviewers like the precision of data extraction, the intuitive tool that allows team members to create their own dashboards, and the ability to turn metrics into charts and share links with other team members. Users mentioned that the platform can be complex for new users, with a steep learning curve, and there's limited access to free resources and open documentation, making self-learning more difficult.

Year Founded
1976

HQ Location
Cary, NC

Company Website
https://www.sas.com/

Twitter
@SASsoftware

LinkedIn® Page
https://www.linkedin.com/company/1491/

Phone
1-800-727-0025

[![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source)

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