Best FP&A Software - Page 19

How Many FP&A Software Products Does G2 Track?

Total Products under this Category: 324

Category Stats (Oct 2026)

  • Average Rating: 4.47/5 (↑0.02 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Multi-Entity Management (+5.88%) - Among all products in this category, Multi-Entity Management recorded the largest rating increase compared to last month

Last updated: October 01, 2026

How Does G2 Rank FP&A Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,800+ Authentic Reviews
  • 324+ 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

Highlighted products: Adaptive from Workday, Anaplan, Datarails, Vena, IBM Planning Analytics, Workiva, Aleph, and Fathom.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=adaptive-from-workday&focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=getaleph&focus%5B%5D=fathom)

OX Zion

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?

Peaky

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
  • Year Founded: 2025
  • HQ Location: Ghent, BE
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Pegasus Insights

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?

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PivotXL

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
  • Year Founded: 2017
  • HQ Location: Danville, US
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of PivotXL?

PlanBase Hoshin

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

Who Is the Company Behind PlanBase Hoshin?

  • Seller: PlanBase
  • Year Founded: 2023
  • HQ Location: San Francisco, US
  • Twitter: @PlanBase_Inc
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

PlanBase ScoreCard

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
  • Year Founded: 2023
  • HQ Location: San Francisco, US
  • Twitter: @PlanBase_Inc
    21 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

PlanDelta

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?

Plan.UseWise

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?

ProForecast

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?

Proforma Tools

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
  • Year Founded: 2023
  • HQ Location: San Francisco, US
  • Twitter: @truewindai
    568 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Program Performance Manager

PPM is program performance management software that enables government agencies to develop strategic plans, define budgets, manage risks, and demonstrate program performance more effectively.

Who Is the Company Behind Program Performance Manager?

Pyplan

Pyplan is an extended Planning and Analysis platform that is flexible enough to accommodate customized planning processes and powerful enough to run an entire company. It integrates Sales, Operations, HR, and Finance into a unified environment, promoting a holistic view and saving time in decision-making. Connect to and automate any data sources. Process data, plan, and simulate scenarios in real time. Easily create and share interactive apps.

Who Is the Company Behind Pyplan?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated April 9, 2026