Best FP&A Software for Financial Planning, Budgeting and Forecasting (September 2026)

1

Centage

Top pick

centage.com

Best for Mid-sized company finance teams·Free trial

Centage offers Planning Maestro, a budgeting, forecasting, and financial reporting platform aimed at finance teams at mid-sized organizations. It automates the creation of budgets and forecasts by connecting to accounting, ERP, and HR systems, reducing reliance on manual spreadsheets. The platform supports scenario modeling, driver-based planning, and consolidated reporting across departments or entities. Dashboards and reports help finance leaders track variances and communicate results to stakeholders. Centage is typically used by controllers, CFOs, and finance managers who need a structured, collaborative alternative to spreadsheet-based planning without the complexity of enterprise-grade EPM systems.

• Driver-based budgeting
• Scenario modeling
• Automated data integration

2

Jedox

jedox.com

Best for Mid-sized to large finance and controlling teams·Free trial

Jedox is an enterprise performance management platform that supports budgeting, planning, forecasting, and financial consolidation. It combines a multidimensional database with spreadsheet-style interfaces, including a native Excel add-in, allowing finance teams to build models without heavy IT involvement. The platform offers pre-built templates for common FP&A processes, integrates with ERP and other data sources, and provides reporting and dashboard capabilities. Jedox is used by finance and controlling teams across mid-sized and larger organizations that need to consolidate data from multiple departments or entities and move away from manual, spreadsheet-only planning workflows.

• Excel-integrated planning
• Multidimensional OLAP database
• Financial consolidation

3

Mosaic

mosaic.tech

Best for Growth-stage company finance teams

Mosaic is a strategic finance platform designed for FP&A teams. It connects to ERP, HRIS, CRM, and billing systems to consolidate financial and operational data into a single source for reporting, planning, and forecasting. The platform offers customizable dashboards, scenario modeling, and collaborative budgeting tools that let finance teams track metrics like headcount, revenue, and cash flow in real time. It is aimed at finance departments at growing companies seeking to reduce manual spreadsheet work and improve cross-functional visibility into financial performance.

• Real-time data consolidation
• Scenario planning and forecasting
• Customizable finance dashboards

4

Prophix

prophix.com

Best for Mid-sized to large finance and FP&A teams

Prophix is a corporate performance management platform that supports budgeting, planning, forecasting, and financial reporting for mid-sized and larger organizations. It offers automated data consolidation, scenario modeling, and reporting tools designed to reduce reliance on spreadsheets and streamline collaboration between finance and operational teams. The platform integrates with common ERP and accounting systems and provides workflow automation for recurring finance processes. Prophix is typically used by finance departments seeking to centralize planning activities, improve forecast accuracy, and standardize reporting across multiple departments or business units.

• Budgeting and forecasting
• Financial consolidation
• Automated reporting workflows

5

Oracle EPM Cloud

oracle.com

Best for Mid-size to large enterprise finance teams

Oracle EPM Cloud is an enterprise performance management suite covering financial planning, budgeting, consolidation, account reconciliation, and reporting. It provides modules such as Planning and Budgeting Cloud, Financial Consolidation and Close, and Enterprise Data Management, allowing finance teams to model scenarios, close books, and analyze results within a single platform. It integrates with Oracle ERP Cloud and other financial systems, and can be deployed alongside existing data warehouses. The suite is generally aimed at mid-size to large organizations with dedicated finance and IT resources needed to configure and maintain the system.

• Financial planning & budgeting
• Consolidation and close
• Enterprise data management

6

Cube Software

cubesoftware.com

Best for Finance teams wanting FP&A without leaving spreadsheets·Free trial

Cube Software is a financial planning and analysis platform that connects to spreadsheets, ERPs, HR systems, and CRMs to centralize data for budgeting, forecasting, and reporting. It allows finance teams to continue working in Excel or Google Sheets while automating data consolidation and version control. The platform includes reporting dashboards, scenario modeling, and collaboration features aimed at reducing manual data gathering. It is suited to finance and accounting teams at growing companies that want to modernize planning processes without abandoning familiar spreadsheet workflows.

• Spreadsheet integration
• Scenario modeling
• Automated data consolidation

7

Datarails

datarails.com

Best for Finance teams reliant on Excel-based FP&A

Datarails is a financial planning and analysis platform built around Microsoft Excel, allowing finance teams to keep familiar spreadsheet models while automating data consolidation from ERPs, CRMs, and other systems. It offers reporting, dashboards, budgeting, and forecasting tools, along with a query feature for ad hoc analysis. The platform is aimed at finance departments that rely heavily on Excel but want to reduce manual data gathering and version-control issues across multiple files and departments.

• Excel-native data consolidation
• Budgeting and forecasting
• Reporting dashboards