Company lists · Data refreshed September 2026

Top 21 Financial planning and analysis software companies based in Canada

RevenueBase identified 43 company matches for financial planning and analysis software companies associated with 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 company matches for financial planning and analysis software companies associated with Canada, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. 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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
43Companies
1,308Contacts tracked
820Verified emails
192Mobile numbers
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The 21 largest financial planning and analysis software companies based in Canada

Ranked by team size
Top 21 of 43 company matches for financial planning and analysis software companies based in Canada, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchToronto, ON, Canada501-1,000744 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2Exact matchWinnipeg, MB, Canada51-200177 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchToronto, ON, Canada201-50068 contacts →

Exact match

“As of April 30th we'll be moving to our new insightsoftware page.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4Exact matchMontreal, QC, Canada51-20059 contacts →

Exact match

“Velixo is a cutting-edge reporting, budgeting, and data automation software that seamlessly integrates Excel with your ERP.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchToronto, ON, Canada11-5043 contacts →

Exact match

“Sapling Financial Consultants is a Toronto-based boutique consultancy serving clients across North America.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchToronto, ON, Canada51-20036 contacts →

Exact match

“Fluence provides the only purpose-built financial consolidation, close and reporting software for high growth companies.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchToronto, ON, Canada51-20030 contacts →

Exact match

“Limelight is the FP & A platform finance teams actually want to use.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchMontreal, QC, Canada11-5017 contacts →

Exact match

“Modelcom offers consulting services specialized in Financial Planning and Analysis (FP & A).”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9Exact matchMarkham, ON, Canada11-5012 contacts →

Exact match

“Performance Analytics Corporation is a technology and services company focused on delivering Corporate Performance Management solutions for financial and operational reporting.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10Exact matchMississauga, ON, Canada11-508 contacts →

Exact match

“Transparent, highly flexible, and easy-to-use financial planning software for Canadian Financial Advisors, Planners, and Investment Managers.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11Exact matchToronto, ON, Canada1-107 contacts →

Exact match

“Delivering Expert Solutions, Problem Solving and Best Practices in Budgeting and Forecasting Implementations to Fortune 500 Clients”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12Exact matchVancouver, BC, Canada51-2007 contacts →

Exact match

“Jump Analytics is a leader in providing Advanced Analytics and Corporate Performance Management solutions and strategies to our global clients.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13Exact matchMarkham, ON, Canada11-506 contacts →

Exact match

“True Sky is a budgeting, planning and forecasting solution that lets you take control over the processes.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14Exact matchEdmonton, AB, Canada1-105 contacts →

Exact match

“Dryrun is a powerful cash flow forecasting software that transforms financial planning for CFOs and finance professionals.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15Exact matchHamilton, ON, Canada11-505 contacts →

Exact match

“Unify implements innovative software that automates critical financial processes such as budgeting, forecasting, reporting and analytics.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16Exact matchToronto, ON, Canada11-504 contacts →

Exact match

“TypeSift is fully integrated data management, analytics and FP & A platforms that automates and simplifies implementation and uses to deliver better and consistent insight.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17Exact matchKitchener, ON, Canada11-503 contacts →

Exact match

“Our products and services are flexible and can easily be scaled up or down to meet your company’s needs.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18Exact matchCalgary, AB, Canada1-102 contacts →

Exact match

“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…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchVancouver, BC, Canada1-102 contacts →

Exact match

“Clear Margin Consulting is a Finance and Strategy Consulting firm based in Vancouver, Canada.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20Exact matchWaterloo, ON, Canada1-102 contacts →

Exact match

“A key financial partner to small and medium sized businesses providing fractional CFO services to take your company to the next level.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21Exact matchMississauga, ON, Canada11-501 contacts →

Exact match

“At Astral Solutions Group, we provide Consolidation, Planning, Budgeting and Forecasting, Financial Reporting, Sales Profitability, Costing implementation services to the Office…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

Showing 21 of 43 financial planning and analysis software companies based in Canada

See the full list, filter by size, metro and specialty, and access 820 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning and analysis software companies based in Canada at a glance

As of Sep 2, 2026
62.7%Verified-email coverage
14.7%Mobile-number coverage
30.4Average contacts per company
11-50Median size (employees)
37.2%Largest-city concentration · Toronto
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
18
11-50
15
51-200
7
201-500
1
501-1,000
1
1,001-5,000
1

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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
Company records associated with Canada whose business descriptions match “financial planning and analysis software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 820 professional contacts with verified work emails across the full matched dataset. 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.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning and analysis software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning and analysis software companies are there based in Canada?

RevenueBase identified 43 company matches for financial planning and analysis software companies associated with Canada as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Vena Solutions tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning and analysis software companies?

Toronto leads with 16 company records, 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 limited free results with 500 credits to start. Upgrading provides access to the 820 professional contacts with verified work emails tracked across these 43 companies; direct dials are available where recorded.

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.