# Best FP&A Software - Page 16

## 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=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682)

Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, 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=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&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=2026-08-04T12%3A37%3A32Z&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%3Fpage%3D16%26source%3Dsearch&secure%5Btoken%5D=4e8c6f304794a406292bffdc43743b98bed1ef82a7b85141eb68246633056e83&secure%5Burl%5D=https%3A%2F%2Fwww.sas.com%2Fgms%2Fredirect.jsp%3Fdetail%3DPLN73455_275629423&secure%5Burl_type%5D=custom_url)

### [Numa Solutions](https://www.g2.com/products/numa-solutions/reviews)

Numa provides business analytical solutions to help clients make better informed and speedy decisions. Since Numa's establishment in 2003, we have developed a variety of solutions.

#### Who Is the Company Behind Numa Solutions?

- **Seller:** [Numa Solutions](https://www.g2.com/sellers/numa-solutions)
- **Year Founded:** 2003
- **HQ Location:** Kuala Lumpur, MY
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3c1fb18c7db5cc53f157a6a80c4fe2c0030c6ccad8441a9bd732968c834df384&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnumasolution&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

### [OCTELAS](https://www.g2.com/products/octelas/reviews)

Octelas is a reporting tool that integrates with data and is designed from the "bottom up" to be simple and intuitive in use.

#### Who Is the Company Behind OCTELAS?

- **Seller:** [Illuminis Insight Software](https://www.g2.com/sellers/illuminis-insight-software)
- **Year Founded:** 2012
- **HQ Location:** Milton Keynes, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=97cefcb97962f4229ba9cc48f00b0553d2dd1e23989551558d7372ed4c8e3c3e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Filluminis-intelligent-business-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

### [Olapsoft](https://www.g2.com/products/olapsoft/reviews)

Universal BI/EPM Platform Olapsoft supports the full spectrum of tools to optimize, analyze and visualize data. It offers extended integration features with legacy systems and other BI tools. It provides flexibility in interface customization, data storage structures, and performing calculations. Olapsoft implements customization on the level of scripts and user-defined macroses.

#### Who Is the Company Behind Olapsoft?

- **Seller:** [Olapsoft](https://www.g2.com/sellers/olapsoft)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d9ce8ae46729e57ee771ce85bfa2b33aec53479cc121b454bcd04ae17e9a7d1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Folapsoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Olation](https://www.g2.com/products/olation/reviews)

Olation is a special kind of database that unites the capabilities of OLAP (analytical) and Relational (transactional) databases. That's where we get the word "Olation". If you are using an Olation database, you can access the data it contains in any front end, like Excel or PowerBI for analysis, or on the back-end in SQL, standardizing that data fro consumption elsewhere as well as securing and maintaining transactional records. Olation, developed by PARIS Technologies, is a visionary planning and analytics tool, a game-changer in data-driven decision-making. This cutting-edge software leverages advanced algorithms and predictive analytics to transform raw data into actionable insights, enabling businesses to make strategic decisions with confidence. With its intuitive Excel interface and powerful capabilities, users can easily explore, analyze, and visualize their data, uncovering hidden patterns and trends that were previously inaccessible. The tool goes beyond traditional reporting and forecasting, empowering organizations to proactively anticipate future scenarios, optimize resources, and drive sustainable growth. By providing a holistic view of business performance, identifying key drivers of success, and offering real-time monitoring and collaboration capabilities, this visionary tool revolutionizes the planning process, facilitating agile and informed decision-making. With its ability to integrate data from various sources and adapt to evolving business needs, it

#### Who Is the Company Behind Olation?

- **Seller:** [PARIS Technologies International](https://www.g2.com/sellers/paris-technologies-international)
- **Year Founded:** 1998
- **HQ Location:** Doylestown, PA
- **Twitter:** @PARIS\_Tech  
1,024 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8c1cb5535786edd97cef6ff0d1d100216070d79e2183de8d3cc631eb29845729&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fparistechnologiesinternational%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

### [ORYX Plan](https://www.g2.com/products/oryx-plan/reviews)

Your Global Planning Process - The easy-to-use solution that makes financial planning and analysis streamlined and accurate. ORYX PLAN is our financial planning and analysis solution that reduces operating costs and risks within the Finance function

#### Who Is the Company Behind ORYX Plan?

- **Seller:** [Accountagility Limited](https://www.g2.com/sellers/accountagility-limited)
- **Year Founded:** 2007
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=878c58a937653129c40f22b28c6a53a3b2595a040c124e3d75f7c286cdfb5337&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccountagility-limited&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [OX Zion](https://www.g2.com/products/ox-zion/reviews)

Vantage Agora is looking for a dynamic and motivated Graphic Designer to join our Marketing Team in a heavily design-focused and collaborative role that contributes greatly to the overall marketing strategy.

#### Who Is the Company Behind OX Zion?

- **Seller:** [Vantage Agora](https://www.g2.com/sellers/vantage-agora)
- **Year Founded:** 2004
- **HQ Location:** Cleveland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3350a6b22881b14e2dee489a175b83a79628802b99051fce6572d89b382ec359&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Feox-vantage%2F&secure%5Burl_type%5D=linkedin_company_website)  
641 employees on LinkedIn®

### [Peaky](https://www.g2.com/products/peaky/reviews)

Peaky is an AI-augmented platform designed to automate financial planning and analysis, specifically aimed at empowering small to medium-sized businesses. With features that include real-time updates, intuitive modeling, and interactive reporting, Peaky helps companies make smarter and faster decisions by transforming data into actionable insights. The platform integrates seamlessly with essential tools, eliminating the need for manual data handling and providing a user-friendly experience for financial planning. Peaky's mission is to simplify financial activities like forecasting and strategic planning, making them accessible and affordable for all businesses.

#### Who Is the Company Behind Peaky?

- **Seller:** [Peaky](https://www.g2.com/sellers/peaky)
- **Year Founded:** 2025
- **HQ Location:** Ghent, BE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=898d78115409f8a9bc88c6f67ebde8a3fd8c25da93e21e02cc272998e29e34e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpeaky-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [Pegasus Insights](https://www.g2.com/products/pegasus-insights/reviews)

Pegasus Insights is a next-generation liquidity and FP&A platform built for the realities of private equity–backed and mid-market companies. Designed by former consultants and CFOs, Pegasus helps finance leaders replace manual spreadsheets and scattered bank portals with a single source of truth for cash, liquidity, and working capital. Every feature is built with the boardroom in mind. With Pegasus, CFOs and finance teams can: Forecast with confidence — Transparent, real-time cash forecasting across entities and banks, with assumptions you can see, adjust, and defend. See and control liquidity — Consolidated dashboards that surface daily insights into cash position, runway, and liquidity risks. Accelerate collections and working capital — Tools to optimize AR/AP cycles, track vendor spend, and unlock trapped cash. Produce board-ready insights — On-demand reporting that takes minutes, not weeks, freeing teams from the reporting treadmill. Model scenarios on the fly — Answer the board’s toughest “what if” questions instantly with scenario planning at speed. Unlike generic FP&A platforms, Pegasus is purpose-built for the scrutiny and stakes of PE-backed finance. Implementation is fast and white-glove, led by finance experts—not IT contractors—so teams are live in under a month. Pricing is flexible to meet the needs of companies from $10M to $250M+ in revenue, delivering enterprise-grade capabilities without enterprise-level cost or complexity. Our Story Pegasus was born from firsthand experience in the trenches of private equity finance. After years of building cash models, managing liquidity crises, and watching CFOs defend their credibility with nothing more than spreadsheets, our founders set out to build a tool that actually works the way finance teams do. The result is Pegasus Insights: a platform that gives CFOs the one thing they can’t get anywhere else—the confidence to command the boardroom.

#### Who Is the Company Behind Pegasus Insights?

- **Seller:** [Impact Point](https://www.g2.com/sellers/impact-point)
- **HQ Location:** Key Biscayne, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=87cffa90dd902dfa76ccb257a77b7a43e814af8862f612373e6d3b3e5fff0587&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fimpact-point-co%2F&secure%5Burl_type%5D=linkedin_company_website)  
34 employees on LinkedIn®

### [PivotXL](https://www.g2.com/products/pivotxl/reviews)

PivotXL is an innovative provider of complete Corporate Performance Management (CPM) solutions. PivotXL combines a centralized database, sophisticated workflow, powerful reporting and best of all full built on-top of Excel to create a cloud-based financial planning and analysis (FP&A) solution. Unlike traditional software that replaces Excel with rigid with non-user friendly applications, PivotXL allows you to stay in excel and helps finance professionals to get trusted numbers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind PivotXL?

- **Seller:** [PivotXL](https://www.g2.com/sellers/pivotxl)
- **Year Founded:** 2017
- **HQ Location:** Danville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bfa3fb103d8813ef5febfdf54f653acb0674c0c996ccd01a88cfc9270764758c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpivotxl%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of PivotXL?

**["Innovative Budgeting solutions software"](https://www.g2.com/survey_responses/pivotxl-review-8325427)**

**Rating:** 4.5/5.0 stars

_— Gagan R._

[Read full review](https://www.g2.com/survey_responses/pivotxl-review-8325427)

**["Advance my excel"](https://www.g2.com/survey_responses/pivotxl-review-8488761)**

**Rating:** 4.0/5.0 stars

_— Ilkin R._

[Read full review](https://www.g2.com/survey_responses/pivotxl-review-8488761)

### [PlanBase Hoshin](https://www.g2.com/products/planbase-hoshin/reviews)

PlanBase Hoshin is a web-based platform for plan development, implementation and review.

#### Who Is the Company Behind PlanBase Hoshin?

- **Seller:** [PlanBase](https://www.g2.com/sellers/planbase)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **Twitter:** @PlanBase\_Inc  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [PlanBase ScoreCard](https://www.g2.com/products/planbase-scorecard/reviews)

PlanBase Scorecard provides a comprehensive metric management system that tracks operational metrics and key performance indicators while linking the metrics on your dashboards to strategic plan objectives in PlanBase Hoshin.

#### Who Is the Company Behind PlanBase ScoreCard?

- **Seller:** [PlanBase](https://www.g2.com/sellers/planbase)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, US
- **Twitter:** @PlanBase\_Inc  
21 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [PlanDelta](https://www.g2.com/products/plandelta/reviews)

PlanDelta: Effortless FP&A for the Spreadsheet-Savvy PlanDelta empowers finance teams with a cloud-based FP&A platform that seamlessly integrates with existing tools like Google Sheets and Excel. It simplifies consolidation, automates tasks, and fosters collaboration, freeing you to focus on strategic planning and analysis. Gain real-time insights, explore "what-if" scenarios, and make data-driven decisions with confidence. PlanDelta is FP&A reimagined, built for the familiar, future-proofed for growth.

#### Who Is the Company Behind PlanDelta?

- **Seller:** [PlanDelta](https://www.g2.com/sellers/plandelta)
- **Year Founded:** 2021
- **HQ Location:** Sofia, BG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81a5a79bc8e7427b5439a17d556e62671c231252a91728f7583e230838f3ca45&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplandelta&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [Plan.UseWise](https://www.g2.com/products/plan-usewise/reviews)

Plan.UseWise enables organizations to collaboratively plan, budget, forecast, and report on their costs across various cost centers within the organization using existing Microsoft 365 licenses. This cloud-based solution gives users the flexibility to access the app and manage planning and budgeting at anytime and anywhere with online access to dashboard and spreadsheets. Key features and benefits of Plan.UseWise: - provides a centralized solution managed by finance teams for department heads, and other stakeholders to work together to set financial goals. - allows multiple stakeholders to work together on creating and managing the budget and forecast for each cost center. They can also share insights, comments, and feedback to improve the accuracy of the financial plan. - automate data collection from various sources such as ERPs, financial systems, and spreadsheets, reducing manual effort and errors. - security features ensure data privacy and confidentiality. Access control is managed by the finance team for different users based on their level of authorization. - real-time data analysis and reporting. Why choose Plan.UseWise? - Efficient Cost Center Planning - Empowering Controlling - Business needs determine when and how to plan

#### Who Is the Company Behind Plan.UseWise?

- **Seller:** [Miadria](https://www.g2.com/sellers/miadria)
- **Year Founded:** 2014
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e55093e144045a70801aa40526edfbb74b0fa9fe354c25b52797aec62e8d10ef&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmiadria-d-o-o-&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [ProForecast](https://www.g2.com/products/proforecast/reviews)

ProForecast is a collaborative, integrated Budgeting, Forecasting, Reporting, Strategic Planning & CPM platform for the mid market. \* ProForecast, strategic planning and forecasting designed for the Mid-Market. \* High-level forecasting or Drill Down for a greater level of granularity. \* Includes over 300 tested and proven Inbuilt business process templates \* Make informed decisions about the future of your company quickly and accurately. \* Worry free collaboration with a detailed Audit Trail and comprehensive user permissions. \* ProForecast turns months of work into weeks, weeks into days and days into hours. \* Inbuilt "What If" and scenario planning \* Reduce system implementation times, and monthly, quarterly and annual closing times using our Rapier AI Engine, Import Manager and training package to create an outstanding ROI. \* Produce informed and graphically enhanced reports with our Business Intelligence and our Data Visualisation layer. \* Create Custom Dashboards with tailored reports for stakeholders, internal or external to the organisation. \* As a SaaS based cloud application ProForecast is accessible from any device anywhere.

#### Who Is the Company Behind ProForecast?

- **Seller:** [ProForecast](https://www.g2.com/sellers/proforecast)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Proforma Tools](https://www.g2.com/products/proforma-tools/reviews)

Truewind's AI-Powered Pro-forma Tools are designed to assist accounting firms in managing multiple family entities efficiently. These tools provide forward-looking financial insights, enabling clients to plan for the future with confidence. By automating complex forecasting and budgeting processes, Truewind simplifies the creation of accurate pro forma financial statements, allowing firms to offer proactive advisory services beyond traditional accounting.

#### Who Is the Company Behind Proforma Tools?

- **Seller:** [Truewind](https://www.g2.com/sellers/truewind)
- **Year Founded:** 2022
- **HQ Location:** San Francisco, California, United States
- **Twitter:** @truewindai  
568 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0b500045347701e8ca54f1f7ec92037fbe7f7e31a0c5709196cdd20afa32962b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftruewindai&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

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[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.

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