Best Tools for Teams 2026
Updated: February 2026
Collaboration and productivity tools for teams of all sizes. Improve communication and streamline workflows. We've curated 15 tools specifically suited for teams.
Key Takeaways
- Prophix is our #1 pick for financial planning for teams in 2026.
- We analyzed 15 financial planning for teams tools to create this ranking.
- 2 tools offer free plans, perfect for getting started.
- Average editorial score: 12/100 - high-quality category.
15 Financial Planning Tools for Teams
Axos Business
Reimagine your business banking with digital-first solutions, competitive rates, and transparent pricing.
Fathom HQ
All-in-one solution for insightful reporting, fast cash flow forecasting, and actionable financial analysis.

Anaplan
AI-driven scenario planning and analysis platform for confident decision-making across the enterprise.
Rho
Integrated business banking, corporate cards, and treasury management for growing companies.
BlackLine
Unstoppable Finance Through AI-Enabled Solutions for the Office of the CFO.

Jirav
All-in-one forecasting, budgeting, reporting, and dashboarding solution for finance and accounting.

Pontera
Empower financial advisors to manage client 401(k)s and other held-away retirement accounts.

Pry
Replace pro forma spreadsheets with a purpose-built financial plan you can trust.

Float
Unlock cash visibility and make confident financial decisions with visual cash flow forecasting.
Best Financial Planning for Other Use Cases
Frequently Asked Questions
What is the best financial planning tool for teams?
Based on our analysis, Prophix is the top choice for teams, with a score of /100.
Are there free financial planning tools for teams?
Yes! Xledger, Rho offer free plans suitable for teams.

