FP&A SOFTWARE
FP&A software
Financial planning and analysis (FP&A) software replaces spreadsheet-based budgeting, forecasting and reporting with one connected platform. Here is what it does, how to choose it and why finance teams choose Jedox.
2,900+
organisations use Jedox
Leader
Gartner Magic Quadrant for Financial Planning Software
Platinum
Kybos Jedox partner status
49
Jedox success stories to explore
The basics
What is FP&A software?
FP&A software is a purpose-built platform that lets finance teams run budgeting, forecasting, scenario planning, reporting and analysis in one governed environment. Instead of dozens of linked spreadsheets, everyone works from a single model and a single set of numbers. For an introduction to the discipline itself, see our guide to what FP&A is.
Good FP&A software pulls actuals automatically from your ERP, CRM and HR systems, so the finance team spends its time on analysis rather than collecting and checking data. It supports the full planning cycle, from the annual budget to rolling forecasts and what-if scenarios, and turns the results into reports and dashboards the business can trust.
You will see the same category described as FP&A tools, an FP&A platform, financial planning and analysis software, corporate performance management (CPM) or enterprise performance management (EPM) software. The names differ, but the goal is the same: faster, more accurate planning and better decisions.
Signs you have outgrown spreadsheets
Excel is a brilliant tool, but it was never designed to run a planning process for a whole organisation. As our article on why Excel fails for financial planning explains, the problem is structural rather than a lack of skill. Common warning signs include:
- The budget takes weeks of emailing templates, chasing submissions and consolidating files.
- Nobody is quite sure which version of the forecast is the latest one.
- Month-end reporting depends on manual copy-and-paste from the ERP.
- Formula errors and broken links are found after numbers have gone to the board.
- Re-forecasting or running a new scenario takes days rather than minutes.
- Key models live in one person’s head and one person’s workbook.
Capabilities
What modern FP&A software should do
The best FP&A platforms cover the whole planning and reporting cycle on one data model. These are the capabilities to look for, with links to our detailed guides:
Budgeting and forecasting
Collaborative budget submissions, workflow and approvals, driver-based planning and rolling forecasts that stay current without rebuilding the model.
Scenario planning
Model base, upside and downside cases side by side and see the impact on profit, cash and the balance sheet in minutes.
Reporting and dashboards
Management accounts, board packs and dashboards that update automatically, with variance analysis and drill-down to the underlying detail.
Consolidation
Multi-entity and multi-currency consolidation with intercompany eliminations, plus cash flow forecasting linked to the P&L and balance sheet.
Integration
Automated data loads from ERP, CRM, HR and data warehouse systems, including NetSuite and Salesforce.
AI and predictive forecasting
Machine-learning baseline forecasts, anomaly detection and AI assistants that help finance teams work faster and spot what matters.
Integrated business planning
Link finance to sales, workforce, operations and supply chain plans so the whole business plans from the same numbers. See also sales performance management.
Comparison
FP&A software vs Excel
| Spreadsheets | FP&A software | |
|---|---|---|
| Single source of truth | Many files and versions | One central model |
| Data from ERP and other systems | Manual exports and copy-and-paste | Automated, scheduled data loads |
| Collaboration | Emailed templates | Web and Excel input with workflow and approvals |
| Control and audit trail | Limited | User rights, version control and audit trail |
| Scenarios | Copy the workbook and edit | Side-by-side scenarios in minutes |
| Reporting | Rebuilt each month | Live reports and dashboards |
| Scalability | Slows down as complexity grows | Built for many entities, users and dimensions |
Jedox keeps the parts of Excel finance teams like. Users can work in a familiar spreadsheet-style interface and the Excel add-in, but on top of a governed, central database. Read more about the Excel alternative for FP&A.
How to choose FP&A software
Start with your problems, not a feature list. Map how planning and reporting work today, agree what good looks like, then test vendors against your own data and scenarios. Our step-by-step guide on how to choose FP&A software covers requirements, evaluation criteria and demo tips. The questions that matter most are usually:
- Will finance be able to own and change the model without relying on IT or the vendor?
- How easily does it connect to our ERP and other source systems?
- Will our budget holders actually use it?
- Can it grow with us as we add entities, users and use cases?
- Who will implement it, and do they understand finance?
There are good FP&A tools for every size of business, from SMBs and startups to mid-market companies and large enterprises. Compare the top financial planning tools for 2026 rated by Gartner and BARC.
Why Jedox
Jedox: FP&A software trusted by 2,900+ organisations
Jedox is recognised as a Leader in the Gartner Magic Quadrant for Financial Planning Software and achieves top rankings in the BARC Planning Survey, the world’s largest survey of planning software users. It combines enterprise-grade planning with an interface finance teams find easy to adopt.
- One platform for planning, budgeting, forecasting, reporting, consolidation and analysis.
- Excel-like web interface and Excel add-in, so users get started quickly.
- Connects to virtually any data source, with a choice of cloud or on-premises deployment.
- Built-in JedoxAI for predictive forecasting and insight.
- Scales from a single finance team to group-wide integrated business planning.
Find out more in our guide to what Jedox does.
FP&A results from Jedox customers
Real results from organisations that moved their planning and reporting onto Jedox.
Food & Beverage
Papa Johns
3x more frequent forecasting (quarterly to monthly)
3x more frequent forecasting, 10x faster scenario analysis, and accelerated budgeting processes. Read the story
Food & Beverage
Henkell Freixenet
80% reduction in work hours annually
Henkell Freixenet reduces work hours by 80% annually, creating more time for analysis. Read the story
Manufacturing
Construction Forms
3 weeks to 7 days financial close time
Unified, future-ready data strategy reduces close from 3 weeks to 7 days. Read the story
Financial Services
EZ-Link
6x faster forecasting process
EZ-Link completes forecasting process 6x faster. Read the story
Manufacturing
Churchill China
< 1 year expected payback on the investment
From spreadsheets to strategy: Churchill China’s journey with Jedox. Read the story
Automotive
Mercedes-Benz South Africa
1,000+ spreadsheets replaced
Mercedes-Benz moves from 1,000+ spreadsheets to a unified platform. Read the story
Browse all Jedox success stories by industry.
Your Jedox partner
Implementing FP&A software with Kybos
Choosing the right software is only half the job. The other half is implementing it well. Kybos is the UK & Ireland’s only dedicated Jedox partner and a Jedox Platinum Partner. Our accountancy-qualified consultants design models that work the way finance works, connect Jedox to your source systems and train your team to own the solution.
- Jedox implementation: design, build, integration and go-live.
- Jedox training: for end users, power users and administrators.
- System integrations: ERP, CRM, HR and data warehouse connections.
- Free health check: for organisations already running Jedox.
FP&A software FAQs
What is FP&A software?
FP&A software is a purpose-built platform for budgeting, forecasting, scenario planning, reporting and analysis. It replaces manual spreadsheet processes with one governed, integrated environment.
What is the best FP&A software?
The best FP&A software is the one that fits your requirements, data and team. Jedox is a strong choice for many organisations: it is a Leader in the Gartner Magic Quadrant for Financial Planning Software and achieves top rankings in the BARC Planning Survey.
How is FP&A software different from Excel?
FP&A software adds what Excel lacks for organisation-wide planning: a central database, automated data loads, workflow and approvals, version control, audit trails and the ability to scale across many users and entities.
Is FP&A software the same as EPM or CPM software?
The terms overlap. EPM (enterprise performance management) and CPM (corporate performance management) usually cover FP&A plus related areas such as consolidation and reporting. Jedox covers all of these on one platform.
How long does it take to implement FP&A software?
It depends on scope, but focused projects can go live in months rather than years. For example, Libra Industries went live three months after signing, and Sandvik launched a five-quarter rolling forecast in under three months.
Who uses FP&A software?
CFOs, finance directors, FP&A teams and budget holders across the business, in organisations from fast-growing SMBs to large multinational groups.
See Jedox FP&A software in action
Kybos is the UK & Ireland’s only dedicated Jedox partner. Book a demo or a discovery call with one of our accountancy-qualified consultants.