# Best FP&A Software - Page 19 ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 276 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,400+ Authentic Reviews - 276+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for FP&A Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=582&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682) Highlighted products: Anaplan, Workday Adaptive Planning, Datarails, Vena, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Aleph. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph) **Sponsored** ### SAS Viya 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 empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-08-07T02%3A50%3A38Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1327283&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fmetadata_cid%3D1255403%26page%3D19&secure%5Btoken%5D=47b751eb366ec05c9c21fbfddd4397cb1c6fc0c496485d4d62adba15ffb78456&secure%5Burl%5D=https%3A%2F%2Fwww.sas.com%2Fgms%2Fredirect.jsp%3Fdetail%3DPLN73455_275629423&secure%5Burl_type%5D=custom_url) ### [Valsight](https://www.g2.com/products/valsight/reviews) Valsight enables real-time enterprise performance management through ad-hoc simulations of financial scenarios based on driver models. This allows you to create the basis for sound management decisions quickly and flexibly, even in the face of rapidly changing conditions. Your advantage: more agility with higher decision quality. The innovative SaaS solution supports companies in sustainably optimizing strategy execution and FP&A processes such as financial planning or forecasting. Valsight is a platform for all questions that can be quantified in a driver logic and simulated with KPIs. And what’s more: the software is ready for use in just a few weeks. Leading global companies such as Siemens, Mercedes-Benz Group, Linde, Commerzbank and Volkswagen, among others, successfully rely on Valsight to increase efficiency in financial planning processes and thus improve the implementation of their corporate strategy. #### Who Is the Company Behind Valsight? - **Seller:** [Valsight](https://www.g2.com/sellers/valsight) - **Year Founded:** 2015 - **HQ Location:** Berlin, DE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76fee637612fb51a8e4443cce9d95b58dc7d2a56534bfeed1b2c5b6d1065e349&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvalsight%2F&secure%5Burl_type%5D=linkedin_company_website) 21 employees on LinkedIn® ### [Voyant Financial Planning Software](https://www.g2.com/products/voyant-financial-planning-software/reviews) Voyant is the high-performance wealth management platform built for the complexity of modern wealth. Powering 38 of the world's largest financial institutions and more than 30,000 financial professionals globally, Voyant goes beyond traditional cash-flow modeling to master the final 10% that defines sophisticated planning. While most tools simplify scenarios, Voyant models real-world complexity; trusts, corporate entities, tax volatility, private assets, insurance structures, and intergenerational wealth transfer inside a single dynamic, interactive environment. Advisors can test sophisticated strategies in real time, providing clients with visual, defensible proof of plan viability. What sets Voyant apart is not just what it models, but how it makes complexity visible. The platform transforms layered financial structures into clear, intuitive visuals — turning difficult conversations into collaborative ones. Clients don't just receive a report. They see their financial life mapped across decades, with every decision, strategy, and structural shift reflected instantly. From corporate ownership and business exits to estate planning, equity compensation, and advanced insurance strategies, Voyant consolidates the full breadth of a client's financial life into one consolidated workspace. No fragmented tools. No static forecasts. No compromises. Built for private banks, multi-family offices, and forward-thinking advisory firms, Voyant combines technical depth with an intuitive planning experience. The result is greater clarity, stronger client confidence, and advice backed by mathematical certainty. Voyant doesn't just illustrate goals. It models the structures, decisions, and outcomes that define a lasting legacy. Voyant supports the full spectrum of advanced wealth planning — retirement income, estate planning, trust modeling, tax optimization, insurance strategy, business exit planning, equity compensation, charitable structures, and intergenerational wealth transfer all within a single, collaborative financial planning platform. For advisors and institutions committed to delivering the highest standard of client advice, Voyant is the financial planning software behind the strategy. planwithvoyant.com #### Who Is the Company Behind Voyant Financial Planning Software? - **Seller:** [Voyant](https://www.g2.com/sellers/voyant-cff1a483-1e67-4cfb-9f02-e050954e4dc4) - **Year Founded:** 2008 - **HQ Location:** Austin, US - **Twitter:** @planwithvoyant 1,207 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=676d6f2291aeda421cdb07cfd652e2a190a0756718b12e364ec5452bf2de6e4e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F57189&secure%5Burl_type%5D=linkedin_company_website) 100 employees on LinkedIn® ### [webKPI](https://www.g2.com/products/webkpi/reviews) Business Intelligence application #### Who Is the Company Behind webKPI? - **Seller:** [Cellarstone](https://www.g2.com/sellers/cellarstone) - **Year Founded:** 2000 - **HQ Location:** San Mateo, CA - **Twitter:** @QCommission1 1,073 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cbcb19c212bf5e6c5736c53b906ce98d8cfd4262a2e4936006609ba8bd8a70b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F152177%2F&secure%5Burl_type%5D=linkedin_company_website) 94 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 100% Small ### [WebVision](https://www.g2.com/products/webvision/reviews) WebVision™ is a sophisticated, highly secure cloud-based platform that provides asset managers with powerful tools for managing fund marketing, investor level reporting, and event management from within their corporate website. #### Who Is the Company Behind WebVision? - **Seller:** [Imagineer Technology Group](https://www.g2.com/sellers/imagineer-technology-group) - **Year Founded:** 1998 - **HQ Location:** New York, US - **Twitter:** @imagineer\_tech 365 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ed8a3e156f67dfacbcefa99f80da567012ad74414a03c4f1f5055719c83e9895&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2156155&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® ### [Xebra](https://www.g2.com/products/xebra/reviews) Xebra is an unified Analytics, Financial & Banking platform that gives instant, accurate and comprehensive view of the entire business performance. It helps entrepreneurs unlock growth opportunities at every stage of their business journey. Its integration of Invoicing, Expense, Purchase, Inventory, Asset, Payroll, HRMS, Tax, Banking & Accounting modules saves them vast amount of time and money It is targeted to B2B start-ups & MSMEs in service, e-commerce & trading sectors #### Who Is the Company Behind Xebra? - **Seller:** [Xebra BizTech](https://www.g2.com/sellers/xebra-biztech) - **Year Founded:** 2019 - **HQ Location:** Mumbai, IN - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bc556ff99bc3ffc609608b55f9acc2c209ca23c85e9cd47911b6a83b096bb324&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fxebrabiztech%2F&secure%5Burl_type%5D=linkedin_company_website) 6 employees on LinkedIn® ### [Zolidar](https://www.g2.com/products/zolidar/reviews) Zolidar is an online platform designed to simplify business exit planning—serving as the "easy button" for employee ownership. Zolidar is a software platform to help business owners (and their existing advisors) like you understand the holistic landscape of exit paths with a special emphasis on Employee Ownership. Our focus is on providing an accessible guided service for assessing their business's exit readiness, bridging any gaps that could limit their exit choices, and build conviction in their chosen exit path. Owners & Advisors use Zolidar as a time-efficient and cost-effective mechanism to reach a point where they can be more deliberate about their exit plans. Coming soon: Then, for the owners who select employee ownership as their exit path, Zolidar can help them form a team of experienced EO practitioners, align with financiers if applicable, and continue to serve as the software platform for efficiently executing transitions to ESOPs, EOTs, or Co-ops. #### Who Is the Company Behind Zolidar? - **Seller:** [Zolidar](https://www.g2.com/sellers/zolidar) - **Year Founded:** 2023 - **HQ Location:** Palo Alto, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cdf1dfc02f8d197fe69d46ef3b59746a7bb78995c3039c453a4cd3f67602f474&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fzolidar&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® - [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=18#product-list) - [1](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score#product-list) - [2](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=2#product-list) - … - [15](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=15#product-list) - [16](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=16#product-list) - [17](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=17#product-list) - [18](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=18#product-list) - 19 - Next ›Next › Spotlight Categories [Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training) [Core HR Software](https://www.g2.com/categories/core-hr) [Quality Management Systems (QMS)](https://www.g2.com/categories/quality-management-qms) [Electronic Data Interchange (EDI) Software](https://www.g2.com/categories/electronic-data-interchange-edi) [Video Editing Software](https://www.g2.com/categories/video-editing) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated April 9, 2026 FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. Show More