# FP&A & reporting

Planning, forecasting, board reporting and Excel copilots. 93 vendors, ordered by funding signal and profile completeness. Page: https://therebundler.com/stack/fp-and-a-and-reporting

- [Workday Adaptive Planning](https://therebundler.com/stack/c/workday-adaptive-planning.md): Planning & forecasting. Cloud platform for budgeting, forecasting and scenario modeling, formerly Adaptive Insights.
- [IBM Planning Analytics](https://therebundler.com/stack/c/ibm-planning-analytics.md): Planning & forecasting. AI-driven planning platform built on the TM1 engine for budgeting, forecasting and analysis.
- [Microsoft Copilot in Excel](https://therebundler.com/stack/c/microsoft-copilot-in-excel.md): Spreadsheet AI & Excel copilots. AI assistant built into Excel for analysis, formulas and modeling within Microsoft 365.
- [Nasdaq Boardvantage](https://therebundler.com/stack/c/nasdaq-boardvantage.md): Board & investor reporting. AI-enabled board portal for meetings, materials and approvals.
- [SAP Analytics Cloud](https://therebundler.com/stack/c/sap-analytics-cloud.md): Planning & forecasting. SAP platform bringing finance, supply chain and operations planning together with analytics.
- [Oracle Fusion Cloud EPM](https://therebundler.com/stack/c/oracle-fusion-cloud-epm.md): Planning & forecasting. Oracle's EPM suite connecting planning, close, consolidation, reporting and tax with embedded AI agents.
- [Pigment](https://therebundler.com/stack/c/pigment.md): Planning & forecasting. Business planning platform with AI agents for finance, workforce, sales and supply chain planning.
- [Datarails](https://therebundler.com/stack/c/datarails.md): Planning & forecasting. Excel-native FP&A platform automating consolidation, budgeting, reporting and AI analysis for finance teams.
- [Abacum](https://therebundler.com/stack/c/abacum.md): Planning & forecasting. AI-powered FP&A platform for budgeting, forecasting, scenario planning and reporting.
- [Cube](https://therebundler.com/stack/c/cube.md): Planning & forecasting. Spreadsheet-native FP&A platform connecting Excel and Google Sheets to source systems for planning and reporting.
- [Aleph](https://therebundler.com/stack/c/aleph.md): Planning & forecasting. AI-native FP&A platform unifying ERP, CRM and HRIS data for planning, reporting and analysis.
- [Runway](https://therebundler.com/stack/c/runway.md): Planning & forecasting. Collaborative financial planning and modeling platform with AI-assisted forecasting and scenarios.
- [Vareto](https://therebundler.com/stack/c/vareto.md): Planning & forecasting. Strategic finance platform for planning, forecasting, reporting and headcount management.
- [Coefficient](https://therebundler.com/stack/c/coefficient.md): Spreadsheet AI & Excel copilots. No-code connectors that pipe live business data into Google Sheets and Excel with AI help.
- [Jirav](https://therebundler.com/stack/c/jirav.md): Planning & forecasting. FP&A software for budgeting, forecasting, driver-based planning and reporting, popular with accounting firms.
- [Standard Metrics](https://therebundler.com/stack/c/standard-metrics.md): Board & investor reporting. AI portfolio monitoring and reporting connecting VC/PE firms with portfolio company financials.
- [Equals](https://therebundler.com/stack/c/equals.md): Spreadsheet AI & Excel copilots. AI-powered spreadsheet with a managed data warehouse for finance, RevOps and strategy teams.
- [Fintastic](https://therebundler.com/stack/c/fintastic.md): Planning & forecasting. AI-driven FP&A platform for planning, forecasting and budget tracking.
- [Firmbase](https://therebundler.com/stack/c/firmbase.md): Planning & forecasting. FP&A platform for planning, forecasting and analysis built for finance teams.
- [TeamOhana](https://therebundler.com/stack/c/teamohana.md): Headcount & workforce planning. Headcount planning software consolidating workforce data and hiring workflows to plan, approve and track roles.
- [Drivetrain](https://therebundler.com/stack/c/drivetrain.md): Planning & forecasting. AI-powered strategic finance platform for budgeting, forecasting, reporting and scenario planning.
- [Subscript](https://therebundler.com/stack/c/subscript.md): SaaS & revenue metrics. B2B SaaS billing, revenue recognition and revenue analytics.
- [Rollstack](https://therebundler.com/stack/c/rollstack.md): Reporting & BI for finance. AI platform generating branded, data-linked slide decks and reports for finance and ops teams.
- [LiveFlow](https://therebundler.com/stack/c/liveflow.md): Reporting & BI for finance. Live QuickBooks reporting and consolidation inside Google Sheets and Excel.
- [Una](https://therebundler.com/stack/c/una.md): Planning & forecasting. AI-native FP&A platform for budgeting, forecasting and reporting.
- [Endex](https://therebundler.com/stack/c/endex.md): Spreadsheet AI & Excel copilots. AI office agents that build models, memos and decks in Excel and PowerPoint for finance professionals.
- [Farseer](https://therebundler.com/stack/c/farseer.md): Planning & forecasting. Enterprise FP&A and business planning platform for budgeting, forecasting and scenario modeling.
- [Sourcetable](https://therebundler.com/stack/c/sourcetable.md): Spreadsheet AI & Excel copilots. AI spreadsheet for analyzing data, building models and charts without code.
- [Iris Finance](https://therebundler.com/stack/c/iris-finance.md): Planning & forecasting. AI-native CFO and FP&A platform built for consumer packaged goods brands.
- [Quadratic](https://therebundler.com/stack/c/quadratic.md): Spreadsheet AI & Excel copilots. AI spreadsheet that analyzes connected data with code and natural language.
- [Pluvo](https://therebundler.com/stack/c/pluvo.md): Planning & forecasting. AI decision intelligence platform for finance teams covering planning, forecasting and analysis.
- [Tracelight](https://therebundler.com/stack/c/tracelight.md): Spreadsheet AI & Excel copilots. AI platform for financial modeling in Excel for consulting and finance teams.
- [Clockwork](https://therebundler.com/stack/c/clockwork.md): Planning & forecasting. AI FP&A software building financial models and cash flow forecasts from QuickBooks or Xero.
- [Anaplan](https://therebundler.com/stack/c/anaplan.md): Planning & forecasting. Connected enterprise planning platform for finance, workforce, sales and supply chain.
- [Collar](https://therebundler.com/stack/c/collar.md): Board & investor reporting. AI-native investor relations tools for public company earnings call preparation.
- [insightsoftware](https://therebundler.com/stack/c/insightsoftware.md): Planning & forecasting. Finance software suite including Lineos planning, close and consolidation, Spreadsheet Server reporting and Certent equity.
- [Planful](https://therebundler.com/stack/c/planful.md): Planning & forecasting. Cloud financial performance management platform for planning, close, consolidation and reporting.
- [Prophix](https://therebundler.com/stack/c/prophix.md): Planning & forecasting. Financial performance platform for budgeting, planning, consolidation and reporting.
- [Fuelfinance](https://therebundler.com/stack/c/fuelfinance.md): Planning & forecasting. AI-agent FP&A software with human-supported finance service for startups and small businesses.
- [Accountfy](https://therebundler.com/stack/c/accountfy.md): Planning & forecasting. Financial management platform with FP&A, close, treasury and reporting modules for LatAm finance teams.
- [Crunched](https://therebundler.com/stack/c/crunched.md): Spreadsheet AI & Excel copilots. AI analyst inside Excel that checks models for errors and builds analyses.
- [Unit4 FP&A](https://therebundler.com/stack/c/unit4-fp-a.md): Planning & forecasting. Cloud financial planning and analysis tool from ERP vendor Unit4.
- [Board](https://therebundler.com/stack/c/board.md): Planning & forecasting. Agentic planning platform for integrated financial and operational planning.
- [ChartHop](https://therebundler.com/stack/c/charthop.md): Headcount & workforce planning. People analytics, headcount planning and HCM connecting people and business data.
- [ChartMogul](https://therebundler.com/stack/c/chartmogul.md): SaaS & revenue metrics. Subscription analytics platform for recurring revenue metrics.
- [Forecastr](https://therebundler.com/stack/c/forecastr.md): Planning & forecasting. Financial modeling software plus part-time CFO support for founders.
- [Jedox](https://therebundler.com/stack/c/jedox.md): Planning & forecasting. AI-driven FP&A and performance management software with no-code modeling, planning and reporting.
- [Numerous.ai](https://therebundler.com/stack/c/numerous-ai.md): Spreadsheet AI & Excel copilots. Adds ChatGPT functions inside Google Sheets and Excel.
- [Precanto](https://therebundler.com/stack/c/precanto.md): Headcount & workforce planning. AI forecasting and planning software for headcount and spend, built for CFOs and budget owners.
- [Q4](https://therebundler.com/stack/c/q4.md): Board & investor reporting. Investor relations software for public companies: IR websites, earnings events and investor CRM.
- [Sturppy](https://therebundler.com/stack/c/sturppy.md): Planning & forecasting. Financial modeling software for early-stage startups and growing companies.
- [Vena](https://therebundler.com/stack/c/vena.md): Planning & forecasting. Microsoft-native financial and operational planning, budgeting, forecasting and close platform with AI agents.
- [Visier](https://therebundler.com/stack/c/visier.md): Headcount & workforce planning. Workforce AI and people analytics platform including workforce planning.
- [Zeck](https://therebundler.com/stack/c/zeck.md): Board & investor reporting. Board meeting and investor update software with interactive decks, voting and automated minutes.
- [Baremetrics](https://therebundler.com/stack/c/baremetrics.md): SaaS & revenue metrics. Subscription analytics for SaaS and subscription businesses.
- [Board Intelligence](https://therebundler.com/stack/c/board-intelligence.md): Board & investor reporting. Board reporting and effectiveness software plus advisory services.
- [BoardPro](https://therebundler.com/stack/c/boardpro.md): Board & investor reporting. Board management software for agendas, minutes and board packs.
- [Brixx](https://therebundler.com/stack/c/brixx.md): Planning & forecasting. Financial forecasting software for startups, SMBs and franchises.
- [Calxa](https://therebundler.com/stack/c/calxa.md): Planning & forecasting. Budgeting, cash flow forecasting and management reporting connected to Xero, QuickBooks and MYOB.
- [Chipax](https://therebundler.com/stack/c/chipax.md): Reporting & BI for finance. Financial management connected to Chile's SII and banks for reconciliation, collections, payments and cash-flow reports.
- [Granatum](https://therebundler.com/stack/c/granatum.md): Planning & forecasting. Online financial management software for cash flow, budgeting and financial reports.
- [LivePlan](https://therebundler.com/stack/c/liveplan.md): Planning & forecasting. Business planning and financial forecasting software for small business owners.
- [OnBoard](https://therebundler.com/stack/c/onboard.md): Board & investor reporting. AI-powered board management portal for boards and leadership teams.
- [Orgvue](https://therebundler.com/stack/c/orgvue.md): Headcount & workforce planning. Organizational design and workforce planning software for large enterprises.
- [ScaleXP](https://therebundler.com/stack/c/scalexp.md): SaaS & revenue metrics. Connects accounting and CRM to automate SaaS metrics, revenue recognition and invoicing.
- [Spotlight Reporting](https://therebundler.com/stack/c/spotlight-reporting.md): Reporting & BI for finance. Reporting, forecasting and consolidation software for accounting firms and their clients.
- [Valsight](https://therebundler.com/stack/c/valsight.md): Planning & forecasting. Driver-based scenario simulation and financial planning software.
- [Zebra BI](https://therebundler.com/stack/c/zebra-bi.md): Reporting & BI for finance. Financial reporting visuals for Power BI, Excel and PowerPoint.
- [Budgyt](https://therebundler.com/stack/c/budgyt.md): Planning & forecasting. Database-based budgeting, forecasting and reporting software replacing Excel, popular with nonprofits.
- [Centage](https://therebundler.com/stack/c/centage.md): Planning & forecasting. Planning Maestro budgeting, forecasting and reporting software for mid-sized businesses.
- [Finario](https://therebundler.com/stack/c/finario.md): Planning & forecasting. Capital planning and investment management software for capex requests, approvals and tracking.
- [Govenda](https://therebundler.com/stack/c/govenda.md): Board & investor reporting. Board portal for private, pre-IPO and public company governance teams.
- [Grid](https://therebundler.com/stack/c/grid.md): SaaS & revenue metrics. Financial data platform for revenue reporting, SaaS metrics, billing and planning; formerly SaaSGrid.
- [Kepion](https://therebundler.com/stack/c/kepion.md): Planning & forecasting. Microsoft-connected FP&A software for budgeting, forecasting and reporting.
- [Macabacus](https://therebundler.com/stack/c/macabacus.md): Spreadsheet AI & Excel copilots. Excel, Word and PowerPoint productivity add-ins for finance and banking professionals.
- [Phocas](https://therebundler.com/stack/c/phocas.md): Reporting & BI for finance. FP&A and BI software for planning, reporting and budgeting for distributors and manufacturers.
- [ProjectionHub](https://therebundler.com/stack/c/projectionhub.md): Planning & forecasting. Financial projection software and templates plus custom modeling services for small businesses.
- [Qvinci](https://therebundler.com/stack/c/qvinci.md): Reporting & BI for finance. Financial reporting and BI for franchises and multi-entity organizations.
- [Reach Reporting](https://therebundler.com/stack/c/reach-reporting.md): Reporting & BI for finance. Automated financial reporting, dashboards and forecasting for QuickBooks and Xero users and advisory firms.
- [Shortcut](https://therebundler.com/stack/c/shortcut.md): Spreadsheet AI & Excel copilots. AI Excel agent that automates spreadsheets and builds financial models.
- [Solver](https://therebundler.com/stack/c/solver.md): Planning & forecasting. Excel-native FP&A software for budgeting, forecasting, reporting and consolidation.
- [Velixo](https://therebundler.com/stack/c/velixo.md): Reporting & BI for finance. Live ERP-connected Excel reporting, budgeting and automation for Sage Intacct, Acumatica and similar ERPs.
- [Visible](https://therebundler.com/stack/c/visible.md): Board & investor reporting. Investor updates and fundraising tools for founders plus portfolio monitoring for investors.
- [Agentnoon](https://therebundler.com/stack/c/agentnoon.md): Headcount & workforce planning (Acquired). People analytics and workforce planning software that predicts attrition and speeds hiring decisions.
- [Causal](https://therebundler.com/stack/c/causal.md): Planning & forecasting (Acquired). Financial modeling and planning tool, acquired by LucaNet to extend its planning suite.
- [Mosaic](https://therebundler.com/stack/c/mosaic.md): Planning & forecasting (Acquired). Strategic finance platform for planning, reporting and metrics; acquired by HiBob.
- [Pry](https://therebundler.com/stack/c/pry.md): Planning & forecasting (Acquired). Startup financial planning and modeling tool acquired by Brex; domain now redirects to Brex.
- [Fathom](https://therebundler.com/stack/c/fathom.md): Reporting & BI for finance (Acquired). Financial reporting, forecasting and consolidation software for businesses, accountants and franchises.
- [Finmark](https://therebundler.com/stack/c/finmark.md): Planning & forecasting (Acquired). Financial planning and modeling software for startups, acquired by BILL.
- [ProfitWell Metrics](https://therebundler.com/stack/c/profitwell-metrics.md): SaaS & revenue metrics (Acquired). Free subscription analytics tool for SaaS businesses, owned by Paddle.
- [Rows](https://therebundler.com/stack/c/rows.md): Spreadsheet AI & Excel copilots (Acquired). AI data analyst spreadsheet pulling data from PDFs and business tools; joined Superhuman.
- [Syft Analytics](https://therebundler.com/stack/c/syft-analytics.md): Reporting & BI for finance (Acquired). Interactive, collaborative financial reporting and analytics for businesses and accountants.
- [Acterys](https://therebundler.com/stack/c/acterys.md): Planning & forecasting (Acquired). AI-powered planning and governed write-back inside Power BI, Excel and Microsoft Fabric; now part of Vena.