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.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
276Companies
6,188Contacts tracked
3,426Verified emails
2,177Mobile numbers
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The 25 largest financial planning and analysis software companies based in the United States

Ranked by team size
Top 25 of 276 company matches for financial planning and analysis software companies based in the United States, 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 matchRaleigh, NC, United States1,001-5,0001,941 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
2Exact matchChicago, IL, United States201-500674 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
3Exact matchSan Francisco, CA, United States201-500582 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
4Exact matchBay, CA, United States51-200208 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
5Exact matchShelton, CT, United States51-200148 contacts →

Exact match

“RightCapital is financial planning software done right.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchPleasanton, CA, United States10001+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
7Exact matchNew York, NY, United States51-200124 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
8Exact matchBernards Township, NJ, United States51-200107 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
9Exact matchRichmond, VA, United States51-20084 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
10Exact matchNew York, NY, United States51-20076 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
11Exact matchBoston, MA, United States51-20061 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
12Exact matchSan Francisco, CA, United States11-5059 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
13Exact matchLouisville, KY, United States11-5055 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
14Exact matchWashington, DC, United States11-5055 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
15Exact matchAustin, TX, United States51-20054 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
16Exact matchAustin, TX, United States51-20048 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
17Exact matchGreenville, SC, United States11-5042 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
18Exact matchPhiladelphia, PA, United States11-5041 contacts →

Exact match

“Founded by Certified Financial Planning Practitioner H.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchNew York, NY, United States1,001-5,00038 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
20Exact matchChicago, IL, United States11-5037 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
21Exact matchPortland, ME, United States11-5032 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
22Exact matchSchaumburg, IL, United States11-5029 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
23Exact matchSeattle, WA, United States51-20027 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
24Exact matchDetroit, MI, United States11-5025 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
25Exact matchLas Vegas, NV, United States11-5023 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

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, 2026
55.4%Verified-email coverage
35.2%Mobile-number coverage
22.4Average contacts per company
1-10Median size (employees)
8.0%Largest-city concentration · New York
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
172
11-50
74
51-200
16
201-500
7
501-1,000
3
1,001-5,000
2
10001+
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 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.

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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.