Question: Can you recommend a software that streamlines financial planning, reporting, and analysis for finance teams?

Vena screenshot thumbnail

Vena

For financial planning, financial reporting and financial analysis, Vena is a good all-purpose option. It connects to Microsoft 365, using AI and flexible data modeling to span different parts of financial planning, such as budgeting, forecasting and strategic planning. You can import your existing Excel spreadsheets into the system, and it can help with forecasting and analysis while still using the Excel interface you're accustomed to.

Datarails screenshot thumbnail

Datarails

Another strong contender is Datarails, which automates data consolidation, financial reporting and budgeting. It connects to common accounting software, ERPs and CRMs, consolidating financial data into one system. Features include data visualization, AI-driven insights and scenario modeling, which can help finance people work more efficiently and focus on growth strategy.

Finpilot screenshot thumbnail

Finpilot

Finpilot brings an AI approach to financial analysis, automating processes to give you fast data analysis and insights. It's good for tasks like extracting information from financial documents, answering precise questions and showing trends, so finance people can concentrate on higher-level analysis and decision making.

Facta screenshot thumbnail

Facta

Last, Facta is geared for finance people already using Excel, consolidating and automating financial data from multiple sources into one data set. It offers business intelligence features, complex calculations and real-time data access, and can help teams standardize metrics and centralize financial data better, so you can get better accuracy and consistency.

Additional AI Projects

Workday Adaptive Planning screenshot thumbnail

Workday Adaptive Planning

Leverages advanced AI and machine learning to provide agile, connected, and scalable enterprise-wide planning, enabling confident budgeting, forecasting, and decision-making.

Workday screenshot thumbnail

Workday

Empowers businesses with AI-driven insights, continuous planning, and unified data for informed decision making, workforce development, and efficient operations.

Trullion screenshot thumbnail

Trullion

Automates financial processes, ensuring compliance, with AI-powered lease accounting, revenue recognition, audit, and data extraction capabilities for efficient accounting.

Causal screenshot thumbnail

Causal

Build financial models by connecting to multiple data sources, and analyze your business with human-readable formulas and granular permissions.

ArkiFi screenshot thumbnail

ArkiFi

Automates finance workflow tasks, eliminating manual errors and freeing professionals to focus on strategic, high-level thinking and innovation.

Rasgo screenshot thumbnail

Rasgo

Ask plain language questions and get instant, automated insights with 24/7 intelligent analysis, secured and customized with business context and visualizations.

Sage screenshot thumbnail

Sage

Automate routine tasks, gain real-time business insights, and make informed decisions with AI-driven finance solutions tailored to your business needs.

Glean.ai screenshot thumbnail

Glean.ai

Automates and analyzes accounts payable processes, providing intelligent insights and visibility into spending patterns for better financial decision-making.

unMess screenshot thumbnail

unMess

AI agents automate financial planning and unit-level analytics, extracting data, mapping costs, and creating reports to improve business planning and optimization.

Osfin screenshot thumbnail

Osfin

Automate financial processes, from reconciliation to payouts, with AI-driven tools, integrating with various platforms for real-time visibility and efficient cash flow management.

whatifi screenshot thumbnail

whatifi

Run dozens of business scenarios in seconds, making fast and confident decisions with real-time cash flow forecasting and visual financial modeling.

Vic.ai screenshot thumbnail

Vic.ai

Automates invoice processing, PO matching, and approval flows with high accuracy, reducing processing times and minimizing errors, while providing real-time data insights.

Spotfire screenshot thumbnail

Spotfire

Integrate, prepare, analyze, and act on data from multiple sources with a single platform for real-time data exploration and point-and-click data science.

SheetSavvy AI screenshot thumbnail

SheetSavvy AI

Automates complex tasks, writes formulas, and integrates with various data sources to increase productivity and make data analysis faster and more collaborative.

Tableau screenshot thumbnail

Tableau

Connect to any data source, create visualizations, and share insights with an intuitive, AI-infused analytics platform that drives better decision-making.

Tabula screenshot thumbnail

Tabula

Automate data workflows, standardize disparate sources, and gain real-time insights without coding, empowering data-driven decision-making across departments.

Athena screenshot thumbnail

Athena

Accelerate analytics workflows with an AI-native platform that learns your workflow, automates tasks, and enables collaborative data analysis with natural language interaction.

Ramp screenshot thumbnail

Ramp

Automates expense management, travel, and accounting processes, providing real-time visibility and AI-powered workflows to prevent errors and overspending.

Luminal screenshot thumbnail

Luminal

Automate complex spreadsheet tasks up to 10 times faster with AI-driven cleaning, transformation, and analysis, using natural language prompts.

OnePlan screenshot thumbnail

OnePlan

Unifies strategic portfolio, financial, resource, and work management across the enterprise, providing a single source of truth for data-driven decision-making.