Contact for pricing🇬🇧🇺🇸
HR platform called Bob with Bob Companion as its AI interface and an MCP server letting external AI clients query workforce data.
Best AI planning and forecasting software (October 2026)
Planning software keeps budgets, rolling forecasts and scenarios in one model instead of scattered spreadsheets.
In this guide:57 toolsBefore you buyHow to choose AI planning and forecasting software (October 2026)Questions
57tools in this category
16countries with local strength
14can host data in the EU
How results are ranked: How we review
Results
From €55 per month · Free trial🇩🇪
Liquidity planning from Munich for small and midsize firms with AI categorization, AI cash flow forecasting and hosting in Germany.
Contact for pricing · Free trial🇫🇷
Treasury software from Lyon for midsize firms with cash forecasting, payments, DATEV integration and an AI assistant for variances.
Contact for pricing🇺🇸
Planning platform for large enterprises with AI agents for financial analysis, forecasting and model building.
Usage-based · Free plan🇩🇪
Subscription revenue reporting for SaaS companies from Berlin, with AI analysis and natural language questions on ARR and churn.
From €55 per month · Free trial🇦🇹
Austrian cash flow platform for small and midsize firms with liquidity planning, DATEV integration, AI mapping, AI Insights and an MCP server.
Contact for pricing🇺🇸
Finance and planning platform for consumer goods brands that uses AI for cash application, retailer disputes and trade contracts.
Contact for pricing🇺🇸
FP&A software that works in Excel and Google Sheets, with AI agents for forecasting, variances and board decks.
From €39 per month · Free trial🇩🇪
DATEV-based controlling for midsize companies with reports, planning and an AI chat on the company's own accounting data.
From €99 per month · Free trial🇩🇪
Berlin-based financial reporting from DATEV data with AI suggestions for booking categories and an MCP server for AI agents.
Per user🇩🇪
Planning software from Freiburg, Germany, with Excel integration and JedoxAI for explainable revenue and cash flow forecasts.
Contact for pricing🇨🇳
Kingdee's cloud ERP with finance modules and AI agents for expense review, payment review and month-end close.
Contact for pricing🇯🇵
Japanese cloud for budgeting, budget-versus-actual and forecasting whose AI finds variances and summarizes reports.
Contact for pricing🇬🇧
AI layer for treasury teams on top of TMS and ERP: cash forecasting from bank and ERP data, liquidity positioning and reporting.
Contact for pricing🇮🇱🇺🇸
Tel Aviv treasury platform that connects bank and ERP data and uses AI for categorization, cash forecasting and custom finance agents.
Contact for pricing · Free trial🇫🇷🇺🇸
Paris-based planning platform with AI agents for analysis, reporting and model building, with Frankfurt hosting available.
Contact for pricing🇺🇸
Financial planning and reporting platform with AI assistants for forecasts, variance analysis and anomaly detection.
From $20,000🇺🇸
Financial reporting and planning platform with AI narratives, plain-language data questions and scenario analysis.
Contact for pricing🇨🇦
Excel and Microsoft-based planning software with Vena Copilot for budgets, reports and variance analysis.
Contact for pricing🇺🇸
FP&A platform for growing companies with AI for data cleansing, formulas, forecasts and variance analysis.
Contact for pricing🇧🇷
São Paulo finance platform for planning, consolidation, treasury and reporting, with AI agents and a prompt based app builder.
Contact for pricing🇨🇭🇺🇸
Enterprise planning platform with AI agents for FP&A, close and consolidation.
From $699 per month🇺🇸
FP&A software for mid-market finance teams with AI agents for insight summaries, scenario forecasts and data checks.
From $499 per month · Free trial🇺🇸
Forecasting and cash flow planning for small businesses and accounting firms, with the AI FP&A analyst Mira.
Contact for pricing🇺🇸
AI agents for corporate finance teams that draft variance commentary, weekly business reviews and board materials.
Contact for pricing🇩🇪
Controlling software from Hamburg for planning, reporting and consolidation, with AI for anomalies and daily trend forecasts.
Contact for pricing🇺🇸
FP&A platform with AI agents for scenarios, models, budget versus actuals and data cleanup, with data in Frankfurt or the US.
From €44 per month · Free trial🇦🇺
Reporting and forecasting software for small businesses and accounting firms with AI commentary on management reports.
Contact for pricing🇺🇸
FP&A platform for startups and small businesses that pairs software with CFO support and adds AI summaries and anomaly checks.
Contact for pricing · Free trial🇺🇸
Financial reporting and budgeting suite for mid-market ERPs, with the AI financial analyst Telli.
Contact for pricing🇺🇸
Enterprise treasury platform for liquidity, payments, risk and bank connectivity, with the agentic AI system TAI.
Contact for pricing🇺🇸
Accounting and FP&A platform for multi-entity businesses, with AI agents for reconciliation, categorization, close review and consolidation.
Per user🇯🇵
Japanese cloud for budget-versus-actual and management reporting from the Money Forward group whose AI flags anomalies in ledger data.
From $149 per month · Free trial🇺🇸
Reporting and forecasting software for accounting firms and small businesses with AI analysis, narratives and alerts.
Per user🇺🇸
Reporting, planning and consolidation suite with an Excel interface and Solver Copilot with a help and an analysis agent.
From £320 per month · Free trial🇳🇿
Reporting and forecasting software from New Zealand for accountants and businesses with AI for executive summaries.
Contact for pricing · Free trial🇺🇸
AI analytics platform with a finance solution for variance analysis, P&L commentary and board reporting.
Contact for pricing · Free trial🇺🇸
Planning software from Workday for finance, workforce and operations, with AI forecasts and plain-language variance summaries.
Contact for pricing🇨🇳
Yonyou's cloud ERP for growing companies with AI financial reports, anomaly detection and profit forecasting through YonGPT.
Contact for pricing🇨🇳
Beijing-based platform for budgeting, consolidation and management reporting with AI forecasting and natural language queries.
Contact for pricing · Free trial🇺🇸
FP&A platform for reporting, budgeting and forecasting with spreadsheet add-ins, AI variance analysis and the Aleph Agent.
Contact for pricingAvailable internationally
Excel-connected finance platform for reporting and planning with AI chat, agents and automatically built board presentations.
Contact for pricing🇩🇪
Reporting and analysis software by Bissantz from Nuremberg with AI summaries, variance explanation and plain-language report search.
Contact for pricing🇭🇷
FP&A platform from Zagreb with three AI agents for analysis, scenarios and model building, plus forecasts via chat.
Contact for pricing🇺🇸
AI suite from FIS for corporate treasury with machine learning cash forecasts, the Treasury GPT assistant and payment fraud detection.
Contact for pricing · Free trial🇺🇸
IBM planning software based on the TM1 engine with AI forecasting and an AI assistant, available as SaaS, hybrid or on premises.
Contact for pricing🇩🇪
Berlin-based CFO platform for consolidation, planning and reporting with Lucanet Lume, a conversational interface that coordinates specialized AI agents.
Contact for pricing🇺🇸
Platform for financial close, consolidation, planning and reporting with SensibleAI Forecast and SensibleAI Agents for forecasts and finance questions.
Contact for pricing🇨🇦
Planning, reporting and consolidation platform with AI agents for budgeting, reports, reconciliation and model setup.
Contact for pricing🇦🇹
Planning app inside Power BI from Austria, with the AI assistant Smartofant for forecasts, variance analysis and approvals.
How to choose AI planning and forecasting software (October 2026)
Planning software keeps budgets, rolling forecasts and scenarios in one model instead of scattered spreadsheets. The AI generates a baseline forecast from actuals, detecting trend and seasonality, corrects outliers, explains the drivers behind a number and simulates scenarios from a question. Several tools also build or change model logic from a plain-language description. Controllers still set the assumptions and decide which forecast goes to management.
Anaplan's CoModeler generates model structures, refines formulas and maintains documentation. Valsight from Berlin lets a simulation agent derive scenarios from a question, which users then approve. Cube refreshes rolling forecasts with new actuals and works inside Excel and Google Sheets. IBM Planning Analytics runs on the TM1 engine and is available as SaaS, hybrid or on premises. Farseer from Zagreb splits the work between agents for analysis, scenarios and model building.
Check the data feed first. Actuals from DATEV, SAP, NetSuite or your consolidation tool should load automatically and be mapped the same way every month. Ask whether an AI forecast shows its drivers and confidence ranges, so that controllers can defend it in a meeting. Model changes made by an agent need a version history and an approval. Plans contain sensitive figures such as salaries, so check role-based permissions, the hosting location, the data processing agreement and whether your data trains the vendor's models.
Questions about AI planning and forecasting software (October 2026)
What is a rolling forecast?
A forecast that is updated regularly, for example every month, and always looks the same number of months ahead. It replaces the single annual budget as the main steering tool in many companies.
How much history does an AI forecast need?
Most models need at least two to three years of monthly actuals to detect seasonality reliably. With less history or after a major change in the business, the forecast relies more on the controller's assumptions.
Can I keep planning in Excel?
Several tools in this niche, such as Cube and Vena, use Excel or Google Sheets as the interface and store the data centrally. That lowers the switch for teams that do not want to leave spreadsheets.
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