Company lists · Data refreshed September 2026
Top 21 Financial planning and analysis software companies based in Canada
RevenueBase identified 43 financial planning and analysis software companies headquartered in Canada as of September 2026 and tracks 1,308 professional contacts across them, including 820 with verified work emails and 192 with mobile numbers. Toronto is the largest hub.
This list covers financial planning and analysis software companies headquartered in Canada, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.
Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.
The 21 largest financial planning and analysis software companies based in Canada
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 744 | ||||
“Vena’s Complete FP & A Platform empowers finance and accounting teams to plan with confidence, collaborate across the business, and go from data to decisions faster-all while…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 2 | 177 | ||||
“Conquest Planning is a leading financial planning software company headquartered in Canada with offices in the UK and USA with a purpose-driven approach to delivering financial…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 3 | 68 | ||||
“As of April 30th we'll be moving to our new insightsoftware page.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 4 | 59 | ||||
“Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 5 | Sapling Financial Consultants INCPartial evidence | 43 | |||
“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 6 | 36 | ||||
“Fluence provides the only purpose-built financial consolidation, close and reporting software for high growth companies.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 7 | 30 | ||||
“Limelight is the FP & A platform finance teams actually want to use.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 8 | ModelcomStrong evidence | 17 | |||
“Modelcom offers consulting services specialized in Financial Planning and Analysis (FP & A).” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 9 | 12 | ||||
“Performance Analytics Corporation is a technology and services company focused on delivering Corporate Performance Management solutions for financial and operational reporting.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 10 | Snap ProjectionsStrong evidence | 8 | |||
“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 11 | 7 | ||||
“Delivering Expert Solutions, Problem Solving and Best Practices in Budgeting and Forecasting Implementations to Fortune 500 Clients” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 12 | 7 | ||||
“Jump Analytics is a leader in providing Advanced Analytics and Corporate Performance Management solutions and strategies to our global clients.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 13 | 6 | ||||
“True Sky is a budgeting, planning and forecasting solution that lets you take control over the processes.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 14 | 5 | ||||
“Dryrun is a powerful cash flow forecasting software that transforms financial planning for CFOs and finance professionals.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 15 | 5 | ||||
“Unify implements innovative software that automates critical financial processes such as budgeting, forecasting, reporting and analytics.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 16 | 4 | ||||
“TypeSift is fully integrated data management, analytics and FP & A platforms that automates and simplifies implementation and uses to deliver better and consistent insight.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 17 | Dynac INCIndirect evidence | 3 | |||
“Our products and services are flexible and can easily be scaled up or down to meet your company’s needs.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 18 | 2 | ||||
“At Fiscal Beat Consulting we specialize in financial planning and analysis (FP & A) to transform numbers into actionable insights and strategy, empowering small business owners…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 19 | 2 | ||||
“Clear Margin Consulting is a Finance and Strategy Consulting firm based in Vancouver, Canada.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 20 | The Thoughtful CFOPartial evidence | 2 | |||
“A key financial partner to small and medium sized businesses providing fractional CFO services to take your company to the next level.” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
| 21 | Astral Solutions GroupStrong evidence | 1 | |||
“At Astral Solutions Group, we provide Consolidation, Planning, Budgeting and Forecasting, Financial Reporting, Sales Profitability, Costing implementation services to the Office…” Source: company website · checked Sep 2, 2026Thanks. The Data Team will review it. | |||||
Showing 21 of 43 financial planning and analysis software companies based in Canada
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Financial planning and analysis software companies based in Canada at a glance
As of Sep 2, 2026Companies by employee count
How this list was built
Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning and analysis software companies, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.
- Source
- The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
- What qualifies
- Companies headquartered in Canada whose own description of what they do matches “financial planning and analysis software companies”. Matching reads each company's description, not its industry code or its name.
- What we exclude
- Companies whose own description does not clearly place them among financial planning and analysis software companies, and records with no verified work email. Companies headquartered outside Canada are excluded even when they keep an office there.
- Match quality
- In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
- Ranking
- Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
- Verification
- Every listed company carries at least one verified work email, 820 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
- Refresh
- This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
- Corrections
- Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.
Frequently asked
How many financial planning and analysis software companies are there based in Canada?
RevenueBase identified 43 financial planning and analysis software companies headquartered in Canada as of September 2026, matched on each company's own description of what it does rather than its industry code.
What is the largest company on this list?
Vena Solutions, headquartered in Toronto, tops this list with the largest team on record.
Which city has the most financial planning and analysis software companies?
Toronto leads with 16 headquartered companies, followed by Mississauga (5) and Vancouver (5).
How do I get contact information for these companies?
A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 820 verified decision-maker contacts tracked across these 43 companies.
How current is this list?
The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.
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About this data
RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.
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