Company lists · Data refreshed September 2026
Top 25 Financial planning and analysis software companies based in the United States
RevenueBase identified 276 company matches for financial planning and analysis software companies associated with the United States as of September 2026 and tracks 6,188 professional contacts across them, including 3,426 with verified work emails and 2,177 with mobile numbers. New York is the largest hub.
This list covers company matches for financial planning and analysis software companies associated with the United States, 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.
The 25 largest financial planning and analysis software companies based in the United States
Ranked by team size| # | Company | Contacts | |||
|---|---|---|---|---|---|
| 1 | 1,941 contacts → | ||||
Exact match “insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 2 | 674 contacts → | ||||
Exact match “Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 3 | 582 contacts → | ||||
Exact match “Planful is the pioneer of financial performance management cloud software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 4 | 208 contacts → | ||||
Exact match “We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 5 | 148 contacts → | ||||
Exact match “RightCapital is financial planning software done right.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 6 | 145 contacts → | ||||
Exact match “Workday Adaptive Planning is powering a new generation of business planning.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 7 | 124 contacts → | ||||
Exact match “Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 8 | 107 contacts → | ||||
Exact match “FP & A powered by Software Sensors delivering early and accurate signals for decision making” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 9 | 84 contacts → | ||||
Exact match “QueBIT, a Rotation Digital Company, enables organizations to achieve a business-focused integration of Financial and Operational Planning and Analysis, extended with Artificial…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 10 | 76 contacts → | ||||
Exact match “Aleph helps top finance teams work with their data in real time.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 11 | 61 contacts → | ||||
Exact match “FP & A Software That Frees You From Spreadsheet Chaos.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 12 | 59 contacts → | ||||
Exact match “Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 13 | 55 contacts → | ||||
Exact match “Forecastr is an out-of-the-box finance function for your business.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 14 | 55 contacts → | ||||
Exact match “FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 15 | 54 contacts → | ||||
Exact match “Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 16 | 48 contacts → | ||||
Exact match “The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 17 | 42 contacts → | ||||
Exact match “Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 18 | 41 contacts → | ||||
Exact match “Founded by Certified Financial Planning Practitioner H.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 19 | 38 contacts → | ||||
Exact match “Mosaic.tech is now Bob Finance by HiBob.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 20 | 37 contacts → | ||||
Exact match “Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 21 | 32 contacts → | ||||
Exact match “Quantrix is the world’s leading provider of business and financial modeling software.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 22 | 29 contacts → | ||||
Exact match “For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 23 | 27 contacts → | ||||
Exact match “Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 24 | 25 contacts → | ||||
Exact match “Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
| 25 | 23 contacts → | ||||
Exact match “Die macs Software GmbH ist ein inhabergeführtes Unternehmen mit Hauptsitz in Zimmern ob Rottweil.” Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase | |||||
RevenueBase SmartSearch
Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.
This list uses Exact for “financial planning and analysis software companies”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.
Showing 25 of 276 financial planning and analysis software companies based in the United States
See the full list, filter by size, metro and specialty, and access 3,426 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 the United States at a glance
As of Sep 2, 2026Companies by employee count
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 the United States 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 3,426 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 the United States?
RevenueBase identified 276 company matches for financial planning and analysis software companies associated with the United States 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?
Insightsoftware 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?
New York leads with 22 company records, followed by Chicago (14) and San Francisco (14).
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 3,426 professional contacts with verified work emails tracked across these 276 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.
Ready to reach these companies? Verified emails and direct dials for all 276 financial planning and analysis software companies based in the United States. Start with a free account, no credit card.
Download this list →Related lists
Financial planning and analysis software companies by geography
- Financial planning and analysis software companies based in the United Kingdom
- Financial planning and analysis software companies based in Brazil
- Financial planning and analysis software companies based in Australia
- Financial planning and analysis software companies based in Canada
- Financial planning and analysis software companies based in Germany
- Financial planning and analysis software companies based in France
- Financial planning and analysis software companies based in the Netherlands
- Financial planning and analysis software companies based in London, United Kingdom
- Financial planning and analysis software companies based in New York, United States
- Financial planning and analysis software companies based in India
- Financial planning and analysis software companies based in Spain
- Financial planning and analysis software companies based in Sweden
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.
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning and analysis software companies based in the United Kingdom
- Financial planning and analysis software companies based in Brazil
- Financial planning and analysis software companies based in Australia
- Financial planning and analysis software companies based in Canada
- Financial planning and analysis software companies based in Germany
- Financial planning and analysis software companies based in France
Company intelligence · public preview
Top 25 financial planning and analysis software companies based in the United States
Find companies in any niche.
Describe the businesses you want in your own words. RevenueBase SmartSearch matches company descriptions by meaning.
RevenueBase records 276 matching company records for financial planning and analysis software companies based in the United States, with 6,188 tracked contacts and 3,426 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,941 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 674 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 582 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: HQ not recorded; location: Bay, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Bay, CA, United States | 51-200 | Exact match | 208 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: HQ not recorded; location: Shelton, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: HQ not recorded; location: Pleasanton, CA, United StatesReported employees: 10001+ | HQ not recorded; location: Pleasanton, CA, United States | 10001+ | Exact match | 145 contacts → |
“Workday Adaptive Planning is powering a new generation of business planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 124 contacts → |
“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | softsensor.aisoftsensor.ai HQ: HQ not recorded; location: Bernards Township, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Bernards Township, NJ, United States | 51-200 | Exact match | 107 contacts → |
“FP & A powered by Software Sensors delivering early and accurate signals for decision making” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: HQ not recorded; location: Richmond, VA, United StatesReported employees: 51-200 | HQ not recorded; location: Richmond, VA, United States | 51-200 | Exact match | 84 contacts → |
“QueBIT, a Rotation Digital Company, enables organizations to achieve a business-focused integration of Financial and Operational Planning and Analysis, extended with Artificial…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 61 contacts → |
“FP & A Software That Frees You From Spreadsheet Chaos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 59 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Louisville, KY, United StatesReported employees: 11-50 | HQ not recorded; location: Louisville, KY, United States | 11-50 | Exact match | 55 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: HQ not recorded; location: Washington, DC, United StatesReported employees: 11-50 | HQ not recorded; location: Washington, DC, United States | 11-50 | Exact match | 55 contacts → |
“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 54 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 48 contacts → |
“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: HQ not recorded; location: Greenville, SC, United StatesReported employees: 11-50 | HQ not recorded; location: Greenville, SC, United States | 11-50 | Exact match | 42 contacts → |
“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 37 contacts → |
“Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: HQ not recorded; location: Portland, ME, United StatesReported employees: 11-50 | HQ not recorded; location: Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“Quantrix is the world’s leading provider of business and financial modeling software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: HQ not recorded; location: Schaumburg, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Schaumburg, IL, United States | 11-50 | Exact match | 29 contacts → |
“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Seattle, WA, United States | 51-200 | Exact match | 27 contacts → |
“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: HQ not recorded; location: Detroit, MI, United StatesReported employees: 11-50 | HQ not recorded; location: Detroit, MI, United States | 11-50 | Exact match | 25 contacts → |
“Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 23 contacts → |
“Die macs Software GmbH ist ein inhabergeführtes Unternehmen mit Hauptsitz in Zimmern ob Rottweil.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 276 company matches
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Financial planning and analysis software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
275 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning and analysis software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis software companies did RevenueBase find based in the United States?
The saved snapshot records 276 matching company records, 6,188 tracked contacts and 3,426 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
Related lists
Financial planning and analysis software companies by geography
- Financial planning and analysis software companies based in the United Kingdom
- Financial planning and analysis software companies based in Brazil
- Financial planning and analysis software companies based in Australia
- Financial planning and analysis software companies based in Canada
- Financial planning and analysis software companies based in Germany
- Financial planning and analysis software companies based in France
- Financial planning and analysis software companies based in the Netherlands
- Financial planning and analysis software companies based in London, United Kingdom
- Financial planning and analysis software companies based in New York, United States
- Financial planning and analysis software companies based in India
- Financial planning and analysis software companies based in Spain
- Financial planning and analysis software companies based in Sweden
Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
More company lists
- All company lists
- Lists by location
- Lists A-Z
- New lists
- Financial planning and analysis software companies based in the United Kingdom
- Financial planning and analysis software companies based in Brazil
- Financial planning and analysis software companies based in Australia
- Financial planning and analysis software companies based in Canada
- Financial planning and analysis software companies based in Germany
- Financial planning and analysis software companies based in France
Company intelligence · public preview
Top 25 financial planning and analysis software companies based in the United States
RevenueBase records 276 matching company records for financial planning and analysis software companies based in the United States, with 6,188 tracked contacts and 3,426 verified work emails.
This public preview shows 25 selected records ordered by tracked contacts. RevenueBase SmartSearch finds company descriptions that match by meaning at Exact. Snapshot: September 2, 2026.
RevenueBase compiles business descriptions for niche-company discovery; each row shows a recorded excerpt where available. Adapt this search to find the companies and contacts you want.
Top 25 financial planning and analysis software companies based in the United States
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
| # | Company | Headquarters on record | Reported employees | RevenueBase SmartSearch | Tracked contacts |
|---|---|---|---|---|---|
| 1 | HQ: HQ not recorded; location: Raleigh, NC, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: Raleigh, NC, United States | 1,001-5,000 | Exact match | 1,941 contacts → |
“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 2 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 201-500 | HQ not recorded; location: Chicago, IL, United States | 201-500 | Exact match | 674 contacts → |
“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 3 | HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 201-500 | HQ not recorded; location: San Francisco, CA, United States | 201-500 | Exact match | 582 contacts → |
“Planful is the pioneer of financial performance management cloud software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 4 | HQ: HQ not recorded; location: Bay, CA, United StatesReported employees: 51-200 | HQ not recorded; location: Bay, CA, United States | 51-200 | Exact match | 208 contacts → |
“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 5 | HQ: HQ not recorded; location: Shelton, CT, United StatesReported employees: 51-200 | HQ not recorded; location: Shelton, CT, United States | 51-200 | Exact match | 148 contacts → |
“RightCapital is financial planning software done right.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 6 | HQ: HQ not recorded; location: Pleasanton, CA, United StatesReported employees: 10001+ | HQ not recorded; location: Pleasanton, CA, United States | 10001+ | Exact match | 145 contacts → |
“Workday Adaptive Planning is powering a new generation of business planning.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 7 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 124 contacts → |
“Our mission is to help companies tell the story behind their numbers and shape what comes next We supercharge planning, accelerate analysis, and unify data to unlock the insights…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 8 | softsensor.aisoftsensor.ai HQ: HQ not recorded; location: Bernards Township, NJ, United StatesReported employees: 51-200 | HQ not recorded; location: Bernards Township, NJ, United States | 51-200 | Exact match | 107 contacts → |
“FP & A powered by Software Sensors delivering early and accurate signals for decision making” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 9 | HQ: HQ not recorded; location: Richmond, VA, United StatesReported employees: 51-200 | HQ not recorded; location: Richmond, VA, United States | 51-200 | Exact match | 84 contacts → |
“QueBIT, a Rotation Digital Company, enables organizations to achieve a business-focused integration of Financial and Operational Planning and Analysis, extended with Artificial…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 10 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 51-200 | HQ not recorded; location: New York, NY, United States | 51-200 | Exact match | 76 contacts → |
“Aleph helps top finance teams work with their data in real time.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 11 | HQ: HQ not recorded; location: Boston, MA, United StatesReported employees: 51-200 | HQ not recorded; location: Boston, MA, United States | 51-200 | Exact match | 61 contacts → |
“FP & A Software That Frees You From Spreadsheet Chaos.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 12 | HQ: HQ not recorded; location: San Francisco, CA, United StatesReported employees: 11-50 | HQ not recorded; location: San Francisco, CA, United States | 11-50 | Exact match | 59 contacts → |
“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 13 | HQ: HQ not recorded; location: Louisville, KY, United StatesReported employees: 11-50 | HQ not recorded; location: Louisville, KY, United States | 11-50 | Exact match | 55 contacts → |
“Forecastr is an out-of-the-box finance function for your business.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 14 | HQ: HQ not recorded; location: Washington, DC, United StatesReported employees: 11-50 | HQ not recorded; location: Washington, DC, United States | 11-50 | Exact match | 55 contacts → |
“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 15 | HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 54 contacts → |
“Jirav is an all-in-one financial planning and analysis (FP & A) solution that delivers smarter financials and faster insights, helping you understand where your business has been…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 16 | HQ: HQ not recorded; location: Austin, TX, United StatesReported employees: 51-200 | HQ not recorded; location: Austin, TX, United States | 51-200 | Exact match | 48 contacts → |
“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 17 | HQ: HQ not recorded; location: Greenville, SC, United StatesReported employees: 11-50 | HQ not recorded; location: Greenville, SC, United States | 11-50 | Exact match | 42 contacts → |
“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 18 | HQ: HQ not recorded; location: Philadelphia, PA, United StatesReported employees: 11-50 | HQ not recorded; location: Philadelphia, PA, United States | 11-50 | Exact match | 41 contacts → |
“Founded by Certified Financial Planning Practitioner H.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 19 | HQ: HQ not recorded; location: New York, NY, United StatesReported employees: 1,001-5,000 | HQ not recorded; location: New York, NY, United States | 1,001-5,000 | Exact match | 38 contacts → |
“Mosaic.tech is now Bob Finance by HiBob.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 20 | HQ: HQ not recorded; location: Chicago, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Chicago, IL, United States | 11-50 | Exact match | 37 contacts → |
“Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 21 | HQ: HQ not recorded; location: Portland, ME, United StatesReported employees: 11-50 | HQ not recorded; location: Portland, ME, United States | 11-50 | Exact match | 32 contacts → |
“Quantrix is the world’s leading provider of business and financial modeling software.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 22 | HQ: HQ not recorded; location: Schaumburg, IL, United StatesReported employees: 11-50 | HQ not recorded; location: Schaumburg, IL, United States | 11-50 | Exact match | 29 contacts → |
“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 23 | HQ: HQ not recorded; location: Seattle, WA, United StatesReported employees: 51-200 | HQ not recorded; location: Seattle, WA, United States | 51-200 | Exact match | 27 contacts → |
“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 24 | HQ: HQ not recorded; location: Detroit, MI, United StatesReported employees: 11-50 | HQ not recorded; location: Detroit, MI, United States | 11-50 | Exact match | 25 contacts → |
“Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
| 25 | HQ: HQ not recorded; location: Las Vegas, NV, United StatesReported employees: 11-50 | HQ not recorded; location: Las Vegas, NV, United States | 11-50 | Exact match | 23 contacts → |
“Die macs Software GmbH ist ein inhabergeführtes Unternehmen mit Hauptsitz in Zimmern ob Rottweil.” Recorded description excerpt · September 2, 2026Open company data in RevenueBase ↗Free signup required. | |||||
Showing 25 of 276 company matches
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Financial planning and analysis software companies: dataset insights
September 2, 2026These summaries describe recorded coverage in this saved dataset. Coverage describes records in RevenueBase, rather than a census of every business in this market.
Reported company sizes
275 records in the displayed employee bands.
1 matching records are outside the displayed bands or do not have a displayed size. Bars show shares of the displayed bands.
How this company list was built
Describe a niche in your own words: companies installing commercial solar, or manufacturers of sustainable packaging. RevenueBase SmartSearch finds companies whose compiled business descriptions match by meaning. This list is one saved example to adapt.
Where the company descriptions come from
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
RevenueBase SmartSearch matching settings
- Exact
- Closest fits to the business described.
- Similar
- Similar businesses with a wider range of fits.
- Related
- Related businesses in and around the category.
- Broad
- A broader set of businesses connected to the description.
RevenueBase SmartSearch · Exact match identifies inclusion in this search's closest semantic matching setting. It is not a per-company confidence score, a literal keyword match, or a quality endorsement.
Selection, ordering and scope
The public list shows selected company records with contact and verified-email coverage. Reported employee bands provide separate company-size context.
Coverage describes records in RevenueBase, rather than a census of every business in this market.
Recorded company descriptions support research; check company websites for current services. The selected preview is ordered by tracked contacts and is not a list of the best service providers.
Snapshot: September 2, 2026.
Publisher-reported method study
The published RevenueBase SmartSearch benchmark
86% good or better at Exact
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. It reports 86% of Exact matches judged good or better, and 77% for a 240-pair sample of one- or two-word categories. This evaluates the method across study queries rather than auditing this individual list.
Read the study and full methodology ↗RevenueBase is a B2B data infrastructure company. Its September 3, 2026 published methodology describes a graph of 60 million companies and 398.9 million professional contacts; these platform figures differ from this page's totals. Published methodology ↗
Questions about this company list
What does Exact match mean for financial planning and analysis software companies?
The separate RevenueBase SmartSearch column identifies inclusion at the closest semantic matching preset. It is not a literal keyword match, a per-company confidence score or a quality endorsement. Changing the search form opens a new search in RevenueBase; it does not reclassify these saved rows.
How many financial planning and analysis software companies did RevenueBase find based in the United States?
The saved snapshot records 276 matching company records, 6,188 tracked contacts and 3,426 verified emails. The public preview displays 25 selected records.
Where do the company descriptions come from?
RevenueBase compiles company information from public sources, including company websites and public professional profiles such as LinkedIn, alongside information supplied by companies. The short recorded excerpt shown here is separate from the complete business description used for matching; individual source URLs and collection dates are not provided in this public snapshot.
How are the public companies ordered?
The selected public records are ordered by contacts tracked in RevenueBase, highest first. Contact coverage is a prospecting measure, not an assessment of the company's services or quality.
How can I get contact information?
Select a company's contact count to open its filtered contacts in RevenueBase. Free signup is required and includes 500 credits and limited free results. Verified emails, direct dials and mobile numbers depend on available coverage.
How current is this list?
Snapshot: September 2, 2026. Review each company's website for current services and locations. A recorded business description does not establish that every company offers every service named in the search.
What do headquarters and employee bands mean?
These are recorded company-level fields, rather than a map of every branch or a count of specialists. Missing headquarters or employee bands are labeled; older records may show a location separately from recorded headquarters.
Build your next target company list
Adapt this niche search and work with available contacts in RevenueBase.
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Cite this list
RevenueBase Data Team. Top 25 financial planning and analysis software companies based in the United States. Snapshot: September 2, 2026. https://revenuebase.ai/companies/financial-planning-and-analysis-software-companies/united-states.
This is a selected public preview of saved company records, rather than an independently verified census. Open the source page ↗
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- Financial planning and analysis software companies based in the United Kingdom
- Financial planning and analysis software companies based in Brazil
- Financial planning and analysis software companies based in Australia
- Financial planning and analysis software companies based in Canada
- Financial planning and analysis software companies based in Germany
- Financial planning and analysis software companies based in France