Best software for FP&A teams
Nine vendors with an Accountio profile, grouped by the part of the FP&A job each one handles.
Grouped by job and alphabetical within each job. Accountio does not rank vendors, and a featured listing does not change the order.
Software for FP&A teams covers three jobs: building plans, forecasts and scenarios, forecasting cash from bank and ERP data, and reporting on actuals. The nine vendors here are grouped by those jobs. Abacum and Aleph name FP&A teams among the people they build for.
Software for FP&A teams at a glance
| Vendor | Best for | Founded and HQ | Customers | Pricing |
|---|---|---|---|---|
 Abacum | FP&A and finance teams at mid-market, high-growth companies and scaling enterprises | Founded 2020; headquartered in New York, with offices in Barcelona, Toronto and Buenos Aires | Hundreds of mid-market companies in 31 countries, including Strava and Aiven | Not published |
 Aleph | Finance and FP&A teams that keep working in Excel and Google Sheets; solutions for PE-backed and VC-backed companies, PE funds and fractional CFOs | Not published | Hundreds of finance teams, including Zapier, Turo, Harvey and Chess.com | Not published; free full-access trial and demo on request |
 Anaplan | Large enterprises in banking, insurance, manufacturing, retail, healthcare and the public sector | 2006; Miami, US (global headquarters) | 2,800+ customers, including The Coca-Cola Company, Unilever and LinkedIn | Not published; demo on request |
 Embat | Medium-sized and large companies across sectors, for their finance and treasury teams | 2021; Madrid, Spain (offices in London, Berlin and Munich) | Customer stories include Wallapop, Fever, SeQura and Parlem; no customer count published | Quote on request; modular plans priced to the modules selected |
 Helu | Small and mid-sized companies in German-speaking markets whose books are kept in DATEV | Vienna, Austria (Helu.io GmbH); founding year not published | Hundreds of customers; testimonials from Sanity Group and CommerzVentures | Not published; four plans (Helu Controlling, Controlling Plus, Helu FP&A and Enterprise) quoted on request |
 Panax | Lean finance teams with complex treasury operations; CFOs, finance teams and treasury teams | 2022; Tel Aviv, Israel | Customer stories include Optimove and GoGlobal; no customer count published | Quote on request; three plans (Start, Grow, Pro) on a yearly contract |
 Payflows | Enterprise finance, procurement and treasury teams that want to keep their existing ERP | 2022; Paris, France | Named customers include Feedzai, Spendesk, Electra, Swile, Evaneos and Homa | Not published |
 Pigment | Finance, sales, HR and supply chain teams at enterprises | 2019; Paris, France | Unilever, Snowflake, Siemens and Anthropic; approaching US$100m ARR (Mar 2026) | Not published; demo on request |
 Sage Intacct | Growing organisations (typically 20+ employees) and mid-sized companies | San Jose, California; founding year not published | 30,000+ finance teams | Not published; quoted by modules and organisation size |
The stack, job by job
Three jobs, nine vendors, alphabetical within each job. “Not published” means the vendor does not state it.
1Plans, forecasts and scenarios
Abacum covers planning, forecasting, scenario modelling and headcount planning; Aleph adds Excel and Google Sheets add-ins to budgeting, forecasting and headcount planning; Anaplan covers scenario planning for finance, sales, supply chain and workforce; Pigment covers budgeting and forecasting, headcount, sales capacity and S&OP.
Abacum
Best for: FP&A and finance teams at mid-market, high-growth companies and scaling enterprises
FP&A platform: planning, forecasting, scenario modelling, headcount planning and automated reporting, bringing financial and operational data into one place.
- Founded and HQ
- Founded 2020; headquartered in New York, with offices in Barcelona, Toronto and Buenos Aires
- Ownership
- Venture-backed; US$100m raised, including a US$60m Series B (June 2025)
- Customers
- Hundreds of mid-market companies in 31 countries, including Strava and Aiven
- Pricing
- Not published
- How it runs
- Customers in 31 countries; offices in the US, Spain, Canada and Argentina
- Good to know
- Founded by two former CFOs, Julio Martínez and Jorge Lluch
Aleph
Best for: Finance and FP&A teams that keep working in Excel and Google Sheets; solutions for PE-backed and VC-backed companies, PE funds and fractional CFOs
AI-native FP&A platform: 150+ no-code data connectors for ERP, HRIS and CRM data, Excel and Google Sheets add-ins, dashboards, reporting, budgeting, forecasting and headcount planning, with AI agents.
- Founded and HQ
- Not published
- Ownership
- Venture-backed; US$29m Series B led by Khosla Ventures (Sep 2025); US$46m raised in total
- Customers
- Hundreds of finance teams, including Zapier, Turo, Harvey and Chess.com
- Pricing
- Not published; free full-access trial and demo on request
- How it runs
- Cloud web platform with Excel and Google Sheets add-ins; SOC 2 Type 2 certified
- Good to know
- 150+ no-code data connectors for ERP, HRIS and CRM data
Anaplan
Best for: Large enterprises in banking, insurance, manufacturing, retail, healthcare and the public sector
AI-driven scenario planning and analysis for finance, sales and marketing, supply chain and workforce, including financial planning, consolidation and forecasting.
- Founded and HQ
- 2006; Miami, US (global headquarters)
- Ownership
- Not published
- Customers
- 2,800+ customers, including The Coca-Cola Company, Unilever and LinkedIn
- Pricing
- Not published; demo on request
- How it runs
- Global; offices in 24 cities across the Americas, Europe, the Middle East and Asia Pacific
- Good to know
- Agentic Enterprise announced in June 2026, deployed on Amazon Bedrock
Pigment
Best for: Finance, sales, HR and supply chain teams at enterprises
AI business planning and performance management: budgeting and forecasting, financial statements, headcount, sales capacity and territory planning, and S&OP.
- Founded and HQ
- 2019; Paris, France
- Ownership
- Venture-backed; US$145m Series D led by ICONIQ Growth (Apr 2024)
- Customers
- Unilever, Snowflake, Siemens and Anthropic; approaching US$100m ARR (Mar 2026)
- Pricing
- Not published; demo on request
- How it runs
- Cloud, including a French sovereign cloud option; offices in Paris, New York and Toronto; North America is its largest market
- Good to know
- 56% of its 2025 new customers moved from a legacy vendor
2Cash forecasting
Embat gives real-time cash positions and forecasting across banks and entities; Panax runs AI agents for forecasting, reconciliation and payments on bank and ERP data; Payflows builds AI cash flow forecasts from ERP and bank data, with scenario modelling and variance tracking.
Embat
Best for: Medium-sized and large companies across sectors, for their finance and treasury teams
Cloud treasury management platform: real-time cash positions, forecasting, bank and PSP reconciliation, and payment execution, with the TellMe AI agent.
- Founded and HQ
- 2021; Madrid, Spain (offices in London, Berlin and Munich)
- Ownership
- Venture-backed; €30m Series B (May 2026)
- Customers
- Customer stories include Wallapop, Fever, SeQura and Parlem; no customer count published
- Pricing
- Quote on request; modular plans priced to the modules selected
- How it runs
- Cloud-native; offices in Spain, the UK and Germany; site in English, German and Spanish; payments in over 50 currencies
- Good to know
- ISO 27001 certified; API, host-to-host, EBICS and SWIFT links to 15,000+ financial institutions
Panax
Best for: Lean finance teams with complex treasury operations; CFOs, finance teams and treasury teams
AI-native treasury and cash management platform that connects bank and ERP data and runs AI agents for forecasting, reconciliation, reporting and payments.
- Founded and HQ
- 2022; Tel Aviv, Israel
- Ownership
- Private, venture-backed; Series A, US$10m from Team8 and TLV Partners
- Customers
- Customer stories include Optimove and GoGlobal; no customer count published
- Pricing
- Quote on request; three plans (Start, Grow, Pro) on a yearly contract
- How it runs
- Serves lean finance teams worldwide; over 10,000 banks supported globally
- Good to know
- Core agents for categorisation, reconciliation, forecasting and reporting, plus a no-code Agent Builder
Payflows
Best for: Enterprise finance, procurement and treasury teams that want to keep their existing ERP
AI finance platform of sub-ledgers for procurement, vendor and contract management, accounts payable and treasury.
- Founded and HQ
- 2022; Paris, France
- Ownership
- Private (Payflows SAS); Series A of €25m (April 2024)
- Customers
- Named customers include Feedzai, Spendesk, Electra, Swile, Evaneos and Homa
- Pricing
- Not published
- How it runs
- Cloud, hosted in Ireland (Amazon Data Services Ireland); multi-entity and multi-currency; roles in Paris and New York
- Good to know
- Designed as an overlay to an existing ERP or P2P system; SOC 2 Type II and ISO 27001
3Actuals and management reporting
Helu reports real-time P&L and balance sheet figures, management dashboards and variance analysis from DATEV accounting data; Sage Intacct combines core accounting and multi-entity consolidation with reporting and dashboards, plus a planning module.
Helu
Best for: Small and mid-sized companies in German-speaking markets whose books are kept in DATEV
FP&A on DATEV accounting data: real-time P&L and balance sheet reporting, management dashboards, variance analysis, AI-assisted driver-based planning and scenarios, consolidation of several companies and cost accounting.
- Founded and HQ
- Vienna, Austria (Helu.io GmbH); founding year not published
- Ownership
- Venture-backed; €5m seed round and €10m Series A
- Customers
- Hundreds of customers; testimonials from Sanity Group and CommerzVentures
- Pricing
- Not published; four plans (Helu Controlling, Controlling Plus, Helu FP&A and Enterprise) quoted on request
- How it runs
- Cloud; DACH market; official DATEV Marketplace partner; GDPR compliant, on ISO/IEC 27001 certified servers; site in English and German
- Good to know
- 25+ FP&A experts
Sage Intacct
Best for: Growing organisations (typically 20+ employees) and mid-sized companies
Cloud financial management: core accounting, multi-entity consolidation, reporting and dashboards, with AI agents for close, AP automation and journal-entry review; HR, payroll and planning modules.
- Founded and HQ
- San Jose, California; founding year not published
- Ownership
- Owned by The Sage Group plc, listed on the London Stock Exchange
- Customers
- 30,000+ finance teams
- Pricing
- Not published; quoted by modules and organisation size
- How it runs
- Cloud; available in the US, Canada, the UK, Australia and South Africa
- Good to know
- AICPA-preferred finance solution
How to choose software for an FP&A team
- Which forecast does the team own: the P&L, or cash?Abacum, Aleph, Anaplan and Pigment build plans, forecasts and scenarios for the business; Embat, Panax and Payflows forecast cash from bank and ERP data.
- Where does the data come from?Aleph has 150+ no-code data connectors for ERP, HRIS and CRM data, plus Excel and Google Sheets add-ins. Helu works on DATEV accounting data. Embat syncs both ways with major cloud and on-premise ERPs, and Panax supports over 10,000 banks, ERPs and cash platforms.
- Does planning reach beyond finance?Anaplan covers finance, sales and marketing, supply chain and workforce, and Pigment covers sales capacity and territory planning and S&OP alongside finance. Abacum brings financial and operational data into one place.
- How large is the business?Anaplan names large enterprises and Pigment enterprises; Abacum names mid-market, high-growth companies and scaling enterprises; Embat names medium-sized and large companies; Sage Intacct names growing organisations and mid-sized companies; Helu names small and mid-sized companies in German-speaking markets.
Compare further
Common questions
What software does an FP&A team use?+
Usually a planning tool for budgets, forecasts and scenarios, the ledger or a reporting tool for actuals, and a cash forecasting tool where treasury sits with finance. This page groups nine vendors by those three jobs.
What is the difference between FP&A software and cash forecasting software?+
Planning tools such as Abacum, Anaplan and Pigment forecast the business from financial and operational data, including headcount and scenarios. Cash forecasting tools such as Embat, Panax and Payflows forecast cash positions from bank and ERP data, alongside reconciliation and payments.
Do these vendors serve companies in Europe as well as the US?+
Several do. Pigment has offices in Paris, New York and Toronto; Abacum has offices in the US, Spain, Canada and Argentina; Embat has offices in Spain, the UK and Germany; Helu serves the DACH market; and Sage Intacct is available in the US, Canada, the UK, Australia and South Africa.
Part of Accountio’s accounting technology coverage.
