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Categories/Finance/Financial Planning

Financial Planning Software

43 products available

Financial planning and forecasting

43

Products

4

Free Tools

57

Avg Score

Filter:
AllFreeFreemiumPaid
Sort:

Showing 43 results

1
Monarch Money logo

Monarch Money

Track, budget, plan, and do more with your money all in one app.

paid
2
Float logo

Float

Unlock cash visibility and make confident financial decisions with visual cash flow forecasting.

paid
3
Mercury logo

Mercury

Banking for startups

free
4
Carta logo

Carta

Equity management and cap table software

paid
5
Wise logo

Wise

International money transfers and accounts

freemium
6
Harness CCM logo

Harness CCM

Cloud cost management

freemium
7
Spendesk logo

Spendesk

Centralized spend management for businesses, offering control, efficiency, and real-time insights.

paid
8
Clari logo

Clari

Revenue intelligence platform for forecasting

paid
9
Spot by NetApp logo

Spot by NetApp

Optimize hybrid IT spend and risk across ITAM, SaaS, FinOps, and more with a unified platform.

paid
10
Pulley logo

Pulley

Equity management for startups

freemium
11
TrendSpider logo

TrendSpider

All-in-one market research and trading software for uncovering strategies, pinpointing opportunities, and timing trades.

paid
12
Ramp logo

Ramp

Corporate cards and expense management

freemium
13
Brex logo

Brex

Corporate cards and spend management for startups

freemium
14
Expensify logo

Expensify

Expense management and corporate cards

freemium
15
Pilot logo

Pilot

Bookkeeping and CFO services for startups

paid
16
Divvy logo

Divvy

Business expense management and corporate cards

free
17
FreshBooks logo

FreshBooks

Accounting software for small businesses

paid
18
Infracost logo

Infracost

Shift FinOps Left: Proactively find and fix cloud cost issues before deployment.

freemium
19
Microsoft Excel logo

Microsoft Excel

Industry-standard spreadsheet software

freemium
20
Relay logo

Relay

Online business banking for clear cash flow, meticulous organization, and financial control.

freemium
21
Productive logo

Productive

Run resources, projects, and finances for professional services, all in one platform.

paid
22
Funding Goal logo

Funding Goal

Calculate your startup's funding needs based on cash, burn rate, and growth plans.

free
23
Airbase logo

Airbase

Spend management for mid-market companies

paid
24
Clockwork logo

Clockwork

The AI-native, Excel-free FP&A platform for modern business.

freemium
25
Runway logo

Runway

Modern FP&A platform for financial planning and scenario modeling

paid
26
Plaid logo

Plaid

Financial data API

freemium
27
Workday logo

Workday

Enterprise HR and finance

freemium
28
Forecast logo

Forecast

Unify project management, resource planning, and financials with AI for profitable growth.

paid
29
Mosaic logo

Mosaic

Strategic planning and financial insights with modern FP&A software integrated with HR.

paid
30
Melio logo

Melio

Easy bill payment and invoicing solution for businesses, streamlining AP/AR and cash flow.

freemium
31
Pontera logo

Pontera

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

paid
32
Datarails logo

Datarails

The #1 AI-powered Excel-native FP&A platform for finance teams.

paid
33
Axos Business logo

Axos Business

Reimagine your business banking with digital-first solutions, competitive rates, and transparent pricing.

paid
34
Rho logo

Rho

Integrated business banking, corporate cards, and treasury management for growing companies.

free
35
Zeni logo

Zeni

Unleash the power of AI bookkeeping with a dedicated team of financial experts.

paid
36
Jirav logo

Jirav

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

paid
37
Pry logo

Pry

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

paid
38
BlackLine logo

BlackLine

Unstoppable Finance Through AI-Enabled Solutions for the Office of the CFO.

paid
39
Maximizer logo

Maximizer

CRM for sales leaders and financial advisors

paid
40
Xledger logo

Xledger

Cloud-based accounting and ERP software for ambitious organizations.

freemium
41
Fathom HQ logo

Fathom HQ

All-in-one solution for insightful reporting, fast cash flow forecasting, and actionable financial analysis.

paid
42
Anaplan logo

Anaplan

AI-driven scenario planning and analysis platform for confident decision-making across the enterprise.

paid
43
Prophix logo

Prophix

AI-powered financial planning, reporting, and close for complex mid-sized businesses.

paid

Popular Financial Planning Comparisons

Monarch MoneyvsFloatMonarch MoneyvsMercuryFloatvsMercuryFloatvsCartaMercuryvsCartaMercuryvsWiseCartavsWiseCartavsHarness CCMWisevsHarness CCMWisevsSpendeskHarness CCMvsSpendeskHarness CCMvsClari
View all Financial Planning comparisons →

Related Categories

AccountingInvoicingExpense ManagementPayrollTax SoftwarePayment ProcessingSubscription Billing

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What is Financial Planning Software?

Financial Planning software helps businesses and individuals streamline their workflows by providing specialized tools designed for financial planning-related tasks. These solutions range from simple, free tools to comprehensive enterprise platforms, each offering different capabilities to match various needs and budgets. Whether you're a solo entrepreneur or managing a large team, the right financial planning tool can significantly improve your productivity and results.

Key Features to Look For

  • Intuitive user interface that minimizes the learning curve
  • Integration capabilities with popular tools and platforms
  • Collaboration features for team-based workflows
  • Analytics and reporting to track performance
  • Mobile accessibility for working on the go
  • Customization options to fit your specific needs
  • Reliable customer support and documentation

Benefits of Financial Planning Software

  • Save time by automating repetitive tasks
  • Improve accuracy and reduce human errors
  • Enhance team collaboration and communication
  • Gain insights through data-driven analytics
  • Scale your operations without proportional cost increases
  • Stay competitive with modern, efficient workflows

How to Choose the Right Financial Planning Software

When choosing financial planning software, start by clearly defining your requirements. Consider your team size, budget constraints, and must-have features. Look for tools that offer free trials so you can test the interface and functionality before committing. Pay attention to integration options with your existing tech stack, and don't overlook the importance of good customer support. Reading user reviews on platforms like Toolradar can provide valuable insights from people who've actually used these tools in real-world scenarios.

Frequently Asked Questions About Financial Planning Software

Based on user reviews and our editorial analysis, Monarch Money is currently the top-rated financial planning software. However, the "best" choice depends on your specific needs, budget, and use case. We recommend comparing multiple options using our detailed reviews and comparison tools.

This guide was last updated in February 2026. We regularly review and update our recommendations to ensure accuracy.