Company lists · Data refreshed September 2026

Top 25 Financial planning and analysis software companies based in the United States

Name: Financial planning and analysis software companies based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 276 companies tracked

RevenueBase identified 276 financial planning and analysis software companies headquartered in 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 financial planning and analysis software companies headquartered in the United States, 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.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

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 financial planning and analysis software companies based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial planning and analysis software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	InsightsoftwareIndirect evidence	Raleigh, NC, United States	1,001-5,000	1,941
	“insightsoftware is a global provider of Connected Solutions for the Office of the CFO.” Source: company website · checked Sep 2, 2026
2	Strata Decision TechnologyStrong evidence	Chicago, IL, United States	201-500	674
	“Strata Decision Technology is a leader in the development of cloud-based financial planning, decision support, and performance analytics solutions for healthcare, higher…” Source: company website · checked Sep 2, 2026
3	PlanfulStrong evidence	San Francisco, CA, United States	201-500	582
	“Planful is the pioneer of financial performance management cloud software.” Source: company website · checked Sep 2, 2026
4	DNA GrowthIndirect evidence	Bay, CA, United States	51-200	208
	“We simplify finance for fast-growing businesses and finance heads and empower the people behind them.” Source: company website · checked Sep 2, 2026
5	RightcapitalStrong evidence	Shelton, CT, United States	51-200	148
	“RightCapital is financial planning software done right.” Source: company website · checked Sep 2, 2026
6	Workday Adaptive PlanningPartial evidence	Pleasanton, CA, United States	10001+	145
	“Workday Adaptive Planning is powering a new generation of business planning.” Source: company website · checked Sep 2, 2026
7	CUBEStrong evidence	New York, NY, United States	51-200	124
	“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…” Source: company website · checked Sep 2, 2026
8	softsensor.aiPartial evidence	Bernards Township, NJ, United States	51-200	107
	“FP & A powered by Software Sensors delivering early and accurate signals for decision making” Source: company website · checked Sep 2, 2026
9	Quebit, A Rotation Digital CompanyStrong evidence	Richmond, VA, United States	51-200	84
	“QueBIT, a Rotation Digital Company, enables organizations to achieve a business-focused integration of Financial and Operational Planning and Analysis, extended with Artificial…” Source: company website · checked Sep 2, 2026
10	ALEPHIndirect evidence	New York, NY, United States	51-200	76
	“Aleph helps top finance teams work with their data in real time.” Source: company website · checked Sep 2, 2026
11	CentagePartial evidence	Boston, MA, United States	51-200	61
	“FP & A Software That Frees You From Spreadsheet Chaos.” Source: company website · checked Sep 2, 2026
12	RunwayIndirect evidence	San Francisco, CA, United States	11-50	59
	“Runway helps finance teams become 10X more efficient by delivering accurate, real-time forecasts with zero manual work.” Source: company website · checked Sep 2, 2026
13	ForecastrIndirect evidence	Louisville, KY, United States	11-50	55
	“Forecastr is an out-of-the-box finance function for your business.” Source: company website · checked Sep 2, 2026
14	Futureview SystemsIndirect evidence	Washington, DC, United States	11-50	55
	“FutureView Systems is focused on providing businesses finance solutions to rapidly transform their finance functions into strategic business partners.” Source: company website · checked Sep 2, 2026
15	JIRAVStrong evidence	Austin, TX, United States	51-200	54
	“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…” Source: company website · checked Sep 2, 2026
16	Qvinci SoftwarePartial evidence	Austin, TX, United States	51-200	48
	“The leader in financial performance management, Qvinci helps accounting professionals, franchises, dioceses, and multi-entity organizations of all types and sizes effectively…” Source: company website · checked Sep 2, 2026
17	Martus SolutionsPartial evidence	Greenville, SC, United States	11-50	42
	“Martus is a cloud-based budgeting, forecasting and reporting software tool that allows organizations and businesses to create, execute, and analyze budgets with ease.” Source: company website · checked Sep 2, 2026
18	Asset-MapStrong evidence	Philadelphia, PA, United States	11-50	41
	“Founded by Certified Financial Planning Practitioner H.” Source: company website · checked Sep 2, 2026
19	mosaic.techIndirect evidence	New York City, NY, United States	1,001-5,000	38
	“Mosaic.tech is now Bob Finance by HiBob.” Source: company website · checked Sep 2, 2026
20	Bakerfield SolutionsIndirect evidence	Chicago, IL, United States	11-50	37
	“Bakerfield Solutions are the Finance Transformation Experts you can rely on!” Source: company website · checked Sep 2, 2026
21	QuantrixStrong evidence	Portland, ME, United States	11-50	32
	“Quantrix is the world’s leading provider of business and financial modeling software.” Source: company website · checked Sep 2, 2026
22	PlansmithPartial evidence	Schaumburg, IL, United States	11-50	29
	“For 50 years, Plansmith has helped thousands of financial institutions eliminate the stress of Budgeting and ALM.” Source: company website · checked Sep 2, 2026
23	KepionStrong evidence	Seattle, WA, United States	51-200	27
	“Kepion is a global leader in cloud financial planning and analysis (FP & A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance…” Source: company website · checked Sep 2, 2026
24	Sandpoint ConsultingStrong evidence	Detroit, MI, United States	11-50	25
	“Are you looking for a solution for your company’s planning, consolidations, and/or budgeting software?” Source: company website · checked Sep 2, 2026
25	Macs Software GmbhPartial evidence	Las Vegas, NV, United States	11-50	23
	“Die macs Software GmbH ist ein inhabergeführtes Unternehmen mit Hauptsitz in Zimmern ob Rottweil.” Source: company website · checked Sep 2, 2026

Showing 25 of 276 financial planning and analysis software companies based in the United States

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Financial planning and analysis software companies based in the United States at a glance

As of Sep 2, 2026

1-10Median size (employees)

New YorkLargest hub · 22 HQs

2,177Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

172

11-50

51-200

201-500

501-1,000

1,001-5,000

10001+

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 the United States 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 United States 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, 3,426 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 the United States?

RevenueBase identified 276 financial planning and analysis software companies headquartered in the United States 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?

Insightsoftware, headquartered in Raleigh, tops this list with the largest team on record.

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

New York leads with 22 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 3,426 verified decision-maker contacts tracked across these 276 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.