It suits business owners and advisors who need financial projections for planning, loans, or fundraising.
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Best Financial Forecasting Software 2026
Financial forecasting software helps businesses plan future finances and review how forecasts compare with actual results. This guide is for buyers weighing planning tools for their organization.
Compare rolling forecasts, scenario modeling, revenue and expense models, multi-entity support, and data refresh. Check platform availability and whether a free plan or trial fits your evaluation.
LivePlan
LivePlan provides business planning software on web, iOS, Android, macOS and Windows.
AndroidiPhone & iPadWeb+2OnePlan
OnePlan provides planning software on web, iOS and Android.
AndroidiPhone & iPadWebPlanGuru
WebWindowsWorkday Adaptive Planning
Workday Adaptive Planning provides financial planning and budgeting on web, iOS, Android, macOS and Windows.
AndroidiPhone & iPadWeb+3IBM Planning Analytics handles budgeting and financial planning through web, iOS, Windows, Linux, APIs and self-hosted systems.
Calxa is a web tool for comparing financial results with plans, with a 30-day trial.
Web software for scenario modeling and variance analysis, with a 15-day trial.
Float is a web financial planning tool with a 14-day trial and annual plans from $105 per month.
It suits business owners and people working with accounting clients who need forecasts, reports, consolidation, and scenario planning.
Fathom creates management reports and analyzes cash flow, KPIs and trends.
Web financial planning software with plans from $25 a month and a 7-day trial.
Agicap provides financial software on web, iOS, Android and APIs.
Cash Flow Frog is aimed at small and mid-sized businesses, accountants, and bookkeepers advising them.
Corporate Planner may suit organizations seeking integrated operational and financial planning, reporting, and consolidation.
OneStream supports budgets, forecasts and scenario models through web, iOS, Android, Windows, APIs and self-hosted systems.
It suits organizations that need management reporting, multi-entity consolidation, budgeting, and long-range forecasts.
Mac, Windows and web software for budgeting and forecasting.
Web reporting software with budgets, forecast scenarios on Advanced, and AI-generated insights.
Before you choose
Match the forecasting approach
Check whether rolling forecasts and forecast-versus-actuals comparisons matter to your planning process. These are separate comparison points, so consider which ones you need before choosing.
Check the models you need
Compare support for revenue and expense models and scenario modeling. If you plan finances across multiple entities, include multi-entity support in your requirements.
Confirm platform availability
The category includes web, API, Windows, iOS, Android, and self-hosted platform options. Confirm that a tool supports the platform your team needs rather than assuming availability from the category.
Review ways to evaluate and pay
Check whether a free plan or free trial is offered, then review paid pricing before deciding. A free plan and a time-limited trial are different ways to evaluate software.
Ask how data refresh works
Data refresh is a comparison point for this category. Check the maker's published details for how refresh works and whether they fit your planning needs.