Corporate Budgeting
License & Deployment Mix: 10 tools – 0 OSS, 10 SaaS. (OSS and SaaS counts can overlap when an open-source tool also offers a vendor-hosted edition.)
Note: No real OSS (Jedox has limited CE).
What Is FP&A?
Financial Planning & Analysis (FP&A) encompasses the budgeting, forecasting, and analytical processes that organizations use to plan their financial future and measure performance against those plans. FP&A platforms replace spreadsheet-driven planning workflows with centralized, collaborative, auditable systems that connect financial models to operational data.
Unlike general-purpose BI tools (which visualize historical data), FP&A platforms are purpose-built for forward-looking financial work – creating budgets, running what-if scenarios, producing rolling forecasts, and performing variance analysis against actuals. They serve CFOs, finance teams, and business unit leaders who need to build and maintain complex financial models collaboratively.
The FP&A market is entirely commercial. There is no viable open-source alternative in this space. Jedox offers a Community Edition, but it is severely limited and not suitable for production use. All serious FP&A platforms require commercial licensing.
The information on these pages was researched by a combination of human review and large language models. To suggest an addition or correction, please contact us. Prepared by Rhodium Systems Inc., author of the ResorsIT platform — a unified IT operations management platform for IT teams and MSPs that integrates a curated suite of open-source, commercial, and SaaS applications into a single system with shared identity, single sign-on, access control, and a common audit trail. Use this catalogue only as a starting point for your own research, and review any tool carefully against your own requirements before relying on it. Catalogue data version 2026.197.
Comparison
FP&A platforms are entirely commercial – there is no viable open-source option in this space.
SSO / OIDC Comparison
OIDC is the preferred SSO protocol; the notes below assume Authentik as the IdP.
| Tool | OIDC | SAML | SCIM | Authentik Notes |
|---|---|---|---|---|
| Anaplan | Yes | Yes | Yes | Native OIDC and SAML; SCIM provisioning; Authentik as IdP |
| Adaptive Planning | Yes* | Yes | Yes | SSO via Workday tenant; OIDC through Workday IdP config; Authentik federation |
| Vena | Yes | Yes | Yes | Native OIDC and SAML; SCIM directory sync; Authentik as IdP |
| Planful | No | Yes | Yes | SAML SSO only; SCIM provisioning; no native OIDC; Authentik as SAML IdP |
| Prophix | No | Yes | No | SAML SSO; no SCIM; no native OIDC; Authentik as SAML IdP |
| Board | No | Yes | No | SAML SSO; no SCIM; no native OIDC; Authentik as SAML IdP |
| Jedox | Yes | Yes | No | Native OIDC and SAML; no SCIM; Authentik as IdP |
| Pigment | Yes | Yes | Yes | Native OIDC and SAML; SCIM provisioning; Authentik as IdP |
| Cube | Yes | Yes | No | Native OIDC and SAML; no SCIM; Authentik as IdP |
| Datarails | No | Yes | No | SAML SSO; no SCIM; no native OIDC; Authentik as SAML IdP |
* = requires specific configuration or federation
Best SSO support: Anaplan (OIDC, SAML, SCIM), Vena (OIDC, SAML, SCIM), Pigment (OIDC, SAML, SCIM)
SAML-only: Planful, Prophix, Board, Datarails
API Comparison
| Tool | API Type | Auth | Webhooks | SDKs |
|---|---|---|---|---|
| Anaplan | REST | OAuth2 (client credentials) | Yes | Python (community), Java |
| Adaptive Planning | REST | OAuth2 (Workday) | Yes | None official (REST-based) |
| Vena | REST | API key, OAuth2 | No | None official (REST-based) |
| Planful | REST | API key | No | None official (REST-based) |
| Prophix | REST | API key, Bearer | No | None official (REST-based) |
| Board | REST | API key, Bearer | No | None official (REST-based) |
| Jedox | REST | API key, Bearer | No | Python (community) |
| Pigment | REST + GraphQL | OAuth2 | Yes | JS (official), Python |
| Cube | REST | API key | No | None official (REST-based) |
| Datarails | REST | API key | No | None official (REST-based) |
Best API: Anaplan (mature REST + OAuth2), Pigment (REST + GraphQL + webhooks)
Most limited: Datarails, Prophix (basic REST)
Feature Matrix
| Feature | Anaplan | Adaptive | Vena | Planful | Prophix | Board | Jedox | Pigment | Cube | Datarails |
|---|---|---|---|---|---|---|---|---|---|---|
| Budgeting | Full | Full | Full | Full | Full | Full | Full | Full | Full | Full |
| Forecasting | Full | Full | Full | Full | Full | Full | Full | Full | Basic | Basic |
| Scenario planning | Full | Full | Full | Full | Full | Full | Full | Full | Basic | Limited |
| Financial modeling | Full | Full | Partial | Full | Full | Full | Full | Full | Partial | Limited |
| Variance analysis | Full | Full | Full | Full | Full | Full | Full | Full | Full | Full |
| Rolling forecasts | Full | Full | Full | Full | Full | Full | Full | Full | Basic | Basic |
| Driver-based planning | Full | Full | Partial | Full | Full | Full | Full | Full | Limited | Limited |
| Excel integration | Add-in | Add-in | Native | Add-in | Add-in | Add-in | Native | Limited | Native | Native |
| Workforce planning | Full | Full | Partial | Full | Partial | Full | Partial | Full | Limited | Limited |
| Consolidation | Full | Full | Partial | Full | Full | Full | Full | Partial | Limited | Limited |
Full = comprehensive, production-ready feature Partial = feature exists but lacks depth Basic = minimal implementation Limited = rudimentary or missing
Deployment Comparison
| Tool | SaaS | Self-hosted | Private Cloud | Hybrid |
|---|---|---|---|---|
| Anaplan | Yes | No | No | No |
| Adaptive Planning | Yes | No | No | No |
| Vena | Yes | No | No | No |
| Planful | Yes | No | No | No |
| Prophix | Yes | Yes | Yes | Yes |
| Board | Yes | Yes | Yes | Yes |
| Jedox | Yes | Yes (Docker) | Yes | Yes |
| Pigment | Yes | No | No | No |
| Cube | Yes | No | No | No |
| Datarails | Yes | No | No | No |
Self-hosted options: Prophix, Board, Jedox
SaaS-only: Anaplan, Adaptive Planning, Vena, Planful, Pigment, Cube, Datarails
Pricing Summary
| Tool | Model | Approx. Starting Price | Notes |
|---|---|---|---|
| Anaplan | Per-user + workspace | $100k+/yr | Enterprise-only pricing; custom quotes |
| Adaptive Planning | Per-user | $50k+/yr | Often bundled with Workday HCM |
| Vena | Per-user | $30k+/yr | Tiered plans (Growth, Professional) |
| Planful | Per-user | $40k+/yr | Custom enterprise pricing |
| Prophix | Per-user | $25k+/yr | Mid-market pricing; competitive |
| Board | Per-user + capacity | $50k+/yr | Enterprise pricing; custom quotes |
| Jedox | Per-user (tiers) | $20k+/yr | Community Edition: free but limited |
| Pigment | Per-user | $30k+/yr | Startup; competitive pricing |
| Cube | Per-user (tiers) | $20k+/yr | Spreadsheet, Team, Enterprise tiers |
| Datarails | Per-user | $25k+/yr | Excel-centric; mid-market pricing |
All prices are approximate annual minimums and vary significantly based on user count, data volume, and contract terms.
Observations
No Real Open-Source Option
FP&A is one of the few enterprise software categories with effectively zero open-source penetration. Jedox offers a Community Edition, but it is severely limited:
- No multi-user collaboration
- No advanced modeling features
- No API access
- No SSO/OIDC integration
- Single-server deployment only
- No support or updates guaranteed
The Community Edition serves as a trial/demo environment, not a production FP&A platform. Organizations needing FP&A capabilities must invest in commercial software.
Market Segmentation
- Enterprise (1,000+ users, complex models): Anaplan, Board
- Mid-market to enterprise: Adaptive Planning, Planful, Vena
- Mid-market: Prophix, Jedox
- SMB / Modern startups: Pigment, Cube, Datarails
Excel Dependency
Finance teams live in Excel. The tools that succeed are the ones that embrace this reality:
- Excel-native (Excel IS the interface): Vena, Cube, Datarails
- Excel add-in (Excel as companion): Anaplan, Adaptive Planning, Planful, Prophix, Board, Jedox
- Excel-limited (minimal Excel integration): Pigment
Self-Hosted Considerations
Only three platforms offer self-hosted deployment: Prophix, Board, and Jedox. For customers with strict data residency requirements, these are the only options. Most FP&A platforms are SaaS-only, which may conflict with on-premises mandates.
Tools
10 tools.
Adaptive Planning (Workday)
Adaptive Planning (formerly Adaptive Insights, acquired by Workday in 2018) is a cloud-based FP&A platform targeting mid-market and enterprise organizations.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
Anaplan
Anaplan is the market-leading enterprise connected planning platform, built on a proprietary in-memory calculation engine called HyperBlock.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
Board International
Board International is an enterprise decision-making platform that combines business intelligence, corporate performance management (CPM), and predictive analytics in a single environment.
License: Proprietary (proprietary) · Kind: web · Deploy: native, saas · SSO: SAML
Cube
Cube is a spreadsheet-native FP&A platform designed for finance teams that want to keep working in Excel and Google Sheets while gaining the benefits of a centralized planning system.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
Datarails
Datarails is an Excel-based FP&A automation platform that focuses on eliminating the manual work associated with spreadsheet-driven financial planning.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: SAML
Jedox
Jedox is a European FP&A platform specializing in enterprise performance management, budgeting, planning, and reporting.
License: Proprietary (proprietary) · Kind: web · Deploy: native, docker, saas · SSO: OIDC, SAML
Pigment
Pigment is a modern FP&A platform founded in 2019 (Paris, France) that positions itself as the next-generation alternative to legacy planning tools.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
Planful
Planful (formerly Host Analytics) is a cloud-native FP&A platform targeting mid-market and enterprise finance teams. The platform covers the full FP&A lifecycle: budgeting, forecasting, consolidation, reporting, and close management.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: SAML
Prophix
Prophix is a mid-market FP&A platform that provides budgeting, forecasting, reporting, consolidation, and close management capabilities.
License: Proprietary (proprietary) · Kind: web · Deploy: native, saas · SSO: SAML
Vena Solutions
Vena Solutions (commonly referred to as Vena) is an Excel-native FP&A platform that uses Microsoft Excel as its primary user interface while providing a centralized, cloud-based data engine underneath.
License: Proprietary (proprietary) · Kind: web · Deploy: saas · SSO: OIDC, SAML
