# Planful alternatives: what AI models name instead, September 2026 Finance AI Recommendation Index, September 2026 Edition. 1,159 of the 1,296 answers in the 6 categories where Planful holds a standing named it neither first nor as an alternative; these are the first choices those answers made. Page: https://finance-ai-index.com/vendors/planful/alternatives/ ## Named instead, most often (every category and segment added) - OneStream: 64 - Anaplan: 61 - Clockwork: 54 - BlackLine: 47 - FloQast: 44 - Cube: 34 ## Corporate performance management **Small business**: 62 of 72 answers did not name Planful (Planful is #8 of 11 at 2%). - Vena: first choice in 11 of those 62 - Cube: first choice in 10 of those 62 - Datarails: first choice in 8 of those 62 - Drivetrain: first choice in 6 of those 62 - Workday Adaptive Planning: first choice in 5 of those 62 - Fathom: first choice in 3 of those 62 - Jirav: first choice in 2 of those 62 - Prophix: first choice in 2 of those 62 **Mid-market**: 48 of 72 answers did not name Planful (Planful is #1 of 12 at 29%). - Workday Adaptive Planning: first choice in 4 of those 48 - Vena: first choice in 3 of those 48 - Cube: first choice in 2 of those 48 - Oracle Fusion Cloud EPM: first choice in 2 of those 48 - Anaplan: first choice in 1 of those 48 - Clockwork: first choice in 1 of those 48 - Jedox: first choice in 1 of those 48 - Microsoft's EPM option: first choice in 1 of those 48 **Enterprise**: 68 of 72 answers did not name Planful (Planful is #6 of 12 at 2%). - OneStream: first choice in 18 of those 68 - Anaplan: first choice in 16 of those 68 - Oracle Fusion Cloud EPM: first choice in 11 of those 68 - Workday Adaptive Planning: first choice in 3 of those 68 - Betterworks: first choice in 2 of those 68 - Drivetrain: first choice in 2 of those 68 - Board: first choice in 1 of those 68 - IBM Planning Analytics: first choice in 1 of those 68 ## Financial consolidation **Small business**: 70 of 72 answers did not name Planful. - Joiin: first choice in 16 of those 70 - Fathom: first choice in 10 of those 70 - Centage Planning Maestro: first choice in 9 of those 70 - LiveFlow: first choice in 7 of those 70 - Cube: first choice in 5 of those 70 - Datarails: first choice in 5 of those 70 - JustConsolidate: first choice in 2 of those 70 - QuickBooks Online: first choice in 2 of those 70 **Mid-market**: 52 of 72 answers did not name Planful (Planful is #4 of 13 at 16%). - Joiin: first choice in 8 of those 52 - Sage Intacct: first choice in 6 of those 52 - OneStream: first choice in 4 of those 52 - Oracle NetSuite: first choice in 2 of those 52 - BlackLine: first choice in 1 of those 52 - CCH Tagetik: first choice in 1 of those 52 - Centage Planning Maestro: first choice in 1 of those 52 - ERPNext: first choice in 1 of those 52 **Enterprise**: 64 of 72 answers did not name Planful (Planful is #9 of 11 at 0%). - OneStream: first choice in 35 of those 64 - Oracle Fusion Cloud EPM: first choice in 3 of those 64 - Oracle Financial Consolidation and Close: first choice in 2 of those 64 - Workiva: first choice in 2 of those 64 - Board: first choice in 1 of those 64 - CCH Tagetik: first choice in 1 of those 64 - Fivetran: first choice in 1 of those 64 - Oracle NetSuite: first choice in 1 of those 64 ## FP&A platforms **Small business**: 71 of 72 answers did not name Planful (Planful is #11 of 13 at 0%). - Clockwork: first choice in 39 of those 71 - Cube: first choice in 8 of those 71 - Fathom: first choice in 8 of those 71 - Jirav: first choice in 4 of those 71 - Datarails: first choice in 3 of those 71 - Aleph: first choice in 2 of those 71 - Causal: first choice in 1 of those 71 - Databook: first choice in 1 of those 71 **Mid-market**: 50 of 72 answers did not name Planful (Planful is #4 of 16 at 10%). - Clockwork: first choice in 7 of those 50 - Fathom: first choice in 5 of those 50 - Pigment: first choice in 4 of those 50 - Cube: first choice in 3 of those 50 - Vena: first choice in 3 of those 50 - Anaplan: first choice in 2 of those 50 - Abacum: first choice in 1 of those 50 - Aleph: first choice in 1 of those 50 **Enterprise**: 65 of 72 answers did not name Planful (Planful is #11 of 12 at 0%). - Anaplan: first choice in 22 of those 65 - Pigment: first choice in 11 of those 65 - Workday Adaptive Planning: first choice in 6 of those 65 - OneStream: first choice in 2 of those 65 - Board: first choice in 1 of those 65 - Fintastic: first choice in 1 of those 65 - IBM Planning Analytics: first choice in 1 of those 65 - Limelight: first choice in 1 of those 65 ## Financial modeling and scenario planning **Small business**: 71 of 72 answers did not name Planful. - Clockwork: first choice in 7 of those 71 - LivePlan: first choice in 7 of those 71 - Fathom: first choice in 5 of those 71 - Microsoft Excel: first choice in 5 of those 71 - Float: first choice in 4 of those 71 - Google Sheets: first choice in 4 of those 71 - Cube: first choice in 3 of those 71 - Excel/Google Sheets: first choice in 3 of those 71 **Mid-market**: 58 of 72 answers did not name Planful (Planful is #6 of 8 at 4%). - Google Sheets: first choice in 6 of those 58 - Microsoft Excel: first choice in 6 of those 58 - Datarails: first choice in 4 of those 58 - Cube: first choice in 2 of those 58 - Microsoft Excel or Google Sheets: first choice in 2 of those 58 - EasyFinancialModels: first choice in 1 of those 58 - Excel/Google Sheets: first choice in 1 of those 58 - Fathom: first choice in 1 of those 58 **Enterprise**: 67 of 72 answers did not name Planful. - Anaplan: first choice in 20 of those 67 - Limelight: first choice in 7 of those 67 - Erwin Data Modeler: first choice in 2 of those 67 - Ardoq: first choice in 1 of those 67 - Board: first choice in 1 of those 67 - Cube: first choice in 1 of those 67 - Drivetrain: first choice in 1 of those 67 - IBM Planning Analytics: first choice in 1 of those 67 ## Board and investor reporting **Small business**: 70 of 72 answers did not name Planful. - BoardPro: first choice in 19 of those 70 - Boardable: first choice in 14 of those 70 - Visible: first choice in 10 of those 70 - I'mBoard: first choice in 6 of those 70 - AppDeck Board Portal: first choice in 3 of those 70 - Boardly: first choice in 2 of those 70 - OnBoard: first choice in 2 of those 70 - Zeck: first choice in 2 of those 70 **Mid-market**: 67 of 72 answers did not name Planful (Planful is #10 of 14 at 0%). - OnBoard: first choice in 12 of those 67 - Boardable: first choice in 6 of those 67 - Carta: first choice in 4 of those 67 - Nasdaq Boardvantage: first choice in 4 of those 67 - Visible: first choice in 4 of those 67 - BoardPro: first choice in 3 of those 67 - Diligent Boards: first choice in 3 of those 67 - Workiva: first choice in 2 of those 67 **Enterprise**: 68 of 72 answers did not name Planful. - Diligent Boards: first choice in 12 of those 68 - Nasdaq Boardvantage: first choice in 11 of those 68 - Workiva: first choice in 6 of those 68 - Q4: first choice in 5 of those 68 - OnBoard: first choice in 4 of those 68 - Diligent: first choice in 3 of those 68 - AppDeck Board Portal: first choice in 2 of those 68 - Aprio Board Portal: first choice in 2 of those 68 ## Financial close management **Small business**: 71 of 72 answers did not name Planful. - Numeric: first choice in 20 of those 71 - FloQast: first choice in 11 of those 71 - Double: first choice in 7 of those 71 - DOKKA Close: first choice in 6 of those 71 - Finlens: first choice in 4 of those 71 - PivotXL: first choice in 3 of those 71 - QuickBooks Online: first choice in 3 of those 71 - KashFlow: first choice in 2 of those 71 **Mid-market**: 65 of 72 answers did not name Planful (Planful is #6 of 9 at 0%). - FloQast: first choice in 27 of those 65 - Numeric: first choice in 7 of those 65 - BlackLine: first choice in 6 of those 65 - PivotXL: first choice in 2 of those 65 - DOKKA Close: first choice in 1 of those 65 - Double: first choice in 1 of those 65 - Prophix: first choice in 1 of those 65 - Salesforce: first choice in 1 of those 65 **Enterprise**: 72 of 72 answers did not name Planful. - BlackLine: first choice in 40 of those 72 - FloQast: first choice in 6 of those 72 - OneStream: first choice in 5 of those 72 - HighRadius: first choice in 3 of those 72 - Numeric: first choice in 3 of those 72 - Trintech: first choice in 2 of those 72 - Workiva: first choice in 2 of those 72 - Ledge: first choice in 1 of those 72 Published under CC BY 4.0. The output is the models' output; nothing here is a recommendation by the index.