Best Financial Planning and Analysis (FP&A) Software for HubSpot CRM

Best suited for companies with 25-500 employees, and revenue from $1m to $100M across all industries. Features comparable to Adaptive Planning at 15% of the price. Onboard in days rather than months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more effective benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable, and OnPlan gives you unparalleled flexibility. You can use Excel formulas to model within the OnPlan platform. Also, you can download your model to Excel at any time, so you’re not locked into OnPlan. Powerful what-if scenario planning and budget vs. actual (BVA) capabilities give you the flexibility to screen opportunities and threats as your business grows.

Acterys is a platform that integrates with Microsoft Azure, Power BI, Excel and Financial Planning & Analytics. Automate the integration from all your data sources using connectors to a variety ERP/ accounting/ Saas solutions. All CPM processes can be run on one platform that is based on market-leading SQL Server technologies (Azure and on-premise). Fully configurable, profit-maximizing application templates are available for planning, forecasting, and consolidation. Business users can integrate FP&A/CPM processes with their day-to-day productivity solutions to implement FP&A or CPM processes.

Board is a highly-rated decision-making platform that can be used by organizations of all sizes. It unites business intelligence, corporate performance management, and business analytics capabilities into one powerful platform. This makes it simple to create and maintain any apps in seconds with no coding. Board is available in multiple deployment options, making it easier for users to access the right information faster.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.

Plan together, identify bottlenecks, and make confident decisions in order to achieve your goals. Connect your marketing, finance, hiring, and sales plans quickly and accurately. Calculate metrics that are shared across geographies and market segments. Compare actuals with plans to determine which parts of your company are thriving or struggling. Predictive alerts will let you know if there are any deviations from your plan numbers. Connect and merge data from multiple sources to get a bigger picture. With the best-in class visualizations, you can customize financial reports and optimize revenue, costs & profits. Consolidate data from multiple sources to gain complete visibility of business performance. This includes ERP, CRM, billing systems, databases, Excel & CSV.

Runway connects with your accounting, HRIS, data warehouse tools and more to automatically keep your forecasts up-to-date with new actuals. Runway can connect with your accounting, HRS, data warehouse, and other tools to automatically update your forecasts with new actuals. Formulas that are easy to read by humans. Runway has a native scenario comparison feature, so you don't have to duplicate sheets or tabs. Compare different plans and outcomes in order to determine the best strategy to achieve your ambitious goals. Runway Copilot allows you to create any scenario within seconds. Runway will generate plans based on the data you have collected and your model. Modeling key financial metrics has never been easier or more accurate.

Plan and analyze revenue and finance to predict impact. Connect the dots, create the equation and achieve your goals. As a CFO or controller, Exopen gives you everything you need to streamline financial reporting, improve budgeting and forecasting processes, create clear and insightful analysis for your stakeholders, and more. Exopen offers a modern, data-driven interface that streamlines the budgeting and forecasting process. You can save time by getting a better budget and a complete overview. You can make better decisions for your business by using data that is of high quality. Select modules that meet your needs to create a customized budget and forecasting process. Our planning tool allows you to work with account-based and driver-based forecasting, rolling projections, scenario planning and what-if analyses.