17 Beste Budgetierungs- und Prognose-Software im Jahr 2026 getestet

Anaplan is a cloud-based planning platform used by large enterprises for complex business modeling and forecasting. It serves finance teams by providing predictive analytics and real-time data insights to support strategic decision-making.

Why I picked Anaplan: Anaplan's AI capabilities enhance predictive analytics, allowing your team to forecast with greater accuracy. Its machine learning algorithms analyze large data sets to identify trends and patterns. This predictive power helps you anticipate market changes and adjust plans accordingly. Anaplan's AI-driven insights make it a leading choice for businesses needing dynamic forecasting solutions.

Standout features & integrations:

Features include real-time planning, collaborative workflows, and workforce planning. These features enable you to align your team on strategic goals and improve your planning processes. Anaplan also provides scenario modeling to help you evaluate different business outcomes.

Integrations include Salesforce, Slack, SAP, Power BI, and Docusign.

Jirav is a financial planning and analysis platform designed for small to medium-sized businesses, offering budgeting, forecasting, and reporting capabilities. It leverages AI to enhance budgeting accuracy and provide actionable insights, helping finance teams make informed decisions.

Why I picked Jirav: Jirav uses AI to automate budgeting processes, reducing manual efforts and improving accuracy. Its predictive algorithms analyze historical data to forecast future financial performance, making your planning more precise. The platform also supports AI-guided driver-based modeling, helping you understand how changes in key business drivers, like headcount, revenue, or expenses, impact your forecasts in real time. These AI-driven insights allow you to quickly adapt to financial changes.

Standout features & integrations:

Features include customizable reporting, real-time collaboration, and scenario planning. These features enable your team to stay aligned and react swiftly to financial shifts. Jirav also offers detailed financial dashboards that enhance data visibility.

Integrations include QuickBooks, Xero, NetSuite, Salesforce, Sage Intacct, Google Sheets, Microsoft Excel, Gusto, ADP, and BambooHR.

Jedox is a performance management software designed for finance professionals in medium to large enterprises. It offers budgeting, forecasting, and reporting capabilities with a focus on AI-driven financial forecasting to enhance strategic planning.

Why I picked Jedox: Jedox's AI features automate data analysis, improving the accuracy of your financial forecasts. Its predictive analytics use historical data to anticipate future trends, allowing your team to plan proactively. The platform also supports AI-assisted cross-functional planning, helping finance, sales, operations, and other teams stay aligned on shared assumptions and business drivers. The platform's AI-driven insights help you identify potential risks and opportunities in your financial strategy. 

Standout features & integrations:

Features include customizable dashboards, automated data consolidation, and multi-dimensional planning. These features provide an overall view of your financial data and help with the decision-making processes. Jedox also supports collaborative planning, which enhances team coordination and efficiency.

Integrations include SAP, Salesforce, Qlik, Power BI, and Tableau.

Prophix is a corporate performance management software tailored for finance teams in mid-sized to large enterprises. It specializes in budgeting, forecasting, and reporting, with AI capabilities that enhance cash flow management and financial planning.

Why I picked Prophix: Prophix uses AI to provide detailed cash flow forecasts, helping your team manage liquidity effectively. Its AI-driven insights allow you to anticipate cash shortfalls and surpluses, enhancing financial stability. The platform's predictive analytics support strategic cash management, ensuring your business maintains healthy cash reserves. This focus on AI-enhanced cash flow management makes Prophix a valuable tool for finance teams aiming for precise financial control.

Standout features & integrations:

Features include customizable dashboards, automated report generation, and detailed financial modeling. These features help you improve financial processes and improve accuracy. Prophix also supports workflow automation, enhancing team collaboration and efficiency.

Integrations include Microsoft Dynamics 365, SAP, Salesforce, monday.com, NetSuite, and Sage Intacct.

Workday Adaptive Planning is a cloud-based solution designed for finance and HR teams to enhance planning, budgeting, and forecasting processes. It provides AI-driven workforce planning capabilities, helping businesses align their financial and human capital strategies effectively.

Why I picked Workday Adaptive Planning: The tool's AI capabilities offer predictive workforce analytics, allowing your team to make informed staffing decisions. Its machine learning algorithms help identify trends and predict future workforce needs. This AI-powered insight supports strategic workforce planning, ensuring your team can adapt to changing business conditions. Workday Adaptive Planning's focus on integrating financial and workforce planning makes it a valuable asset for HR and finance teams.

Standout features & integrations:

Features include intuitive dashboards, automated budgeting processes, and scenario planning tools. These features help you visualize data in real-time and explore different planning scenarios with ease. The software also supports collaboration across departments, improving decision-making.

Integrations include Microsoft Teams, Workday HCM, AWS Cloud, and Slack.

Planful is a cloud-based financial planning and analysis platform aimed at finance teams in mid-sized to large organizations. It streamlines budgeting, forecasting, and reporting, with AI capabilities that enhance accuracy and efficiency.

Why I picked Planful: Planful excels in AI-assisted variance analysis, helping your team quickly identify discrepancies and trends. The AI features provide automated insights, allowing you to focus on strategic tasks rather than data crunching. Its machine learning algorithms offer predictive insights, guiding your team in making informed decisions. This focus on AI-driven variance analysis sets it apart as a valuable tool for finance professionals.

Standout features & integrations:

Features include dynamic planning, automated reporting, and intuitive dashboards. These features help your team collaborate effectively and adapt to changes swiftly. Planful also offers rolling forecasts, ensuring you stay aligned with business goals.

Integrations include NetSuite, QuickBooks, Salesforce, Oracle, SAP, Workday, Google Workspace, and Sage Intacct.

Insightsoftware is a financial reporting and business intelligence platform designed for finance teams in medium to large enterprises. It offers capabilities in budgeting, forecasting, and reporting, with AI features that enhance data analysis and reporting accuracy.

Why I picked Insightsoftware: Insightsoftware's AI-driven financial reporting helps your team generate accurate reports quickly. Its AI features analyze data patterns and highlight key insights, allowing you to make informed decisions. The platform's predictive analytics support strategic planning and risk management. This focus on AI-enhanced reporting makes Insightsoftware a valuable tool for teams seeking precise financial insights.

Standout features & integrations:

Features include customizable financial dashboards, automated report generation, and real-time data visualization. These features help you track financial performance and identify trends effectively. Insightsoftware also offers workflow automation to improve efficiency.

Integrations include SAP, Oracle, Microsoft Dynamics 365, NetSuite, and Sage.

Cube provides a no-code financial planning and analysis (FP&A) software designed for strategic finance teams. It primarily serves industries like business services, healthcare, and retail, focusing on real-time planning and enterprise-grade security.

Why I picked Cube: Cube offers AI-driven tools that automate data cleansing and generate forecasts, enhancing scenario planning. Its AI capabilities allow for Agile scenario modeling, enabling your team to adapt strategies in real-time. This focus on AI-driven scenario planning makes Cube stand out among other budgeting tools. The software's integrated workflows support continuous planning, making it a strong choice for strategic finance teams.

Standout features & integrations:

Features include AI-enhanced forecasting, simplified scenario modeling, and centralized financial and operational data management. These features ensure accuracy and security with built-in controls and facilitate collaboration. Cube's platform also supports driver-based planning and performance reporting.

Integrations include QuickBooks, Xero, NetSuite, Salesforce, Google Sheets, Microsoft Excel, Workday, Sage Intacct, and SAP SuccessFactors.

IBM Planning Analytics is an AI-infused business performance management tool tailored for finance professionals in large organizations. It supports budgeting, forecasting, and reporting functions, with AI capabilities that enhance data integration and analysis.

Why I picked IBM Planning Analytics: The tool's AI-driven data integration allows your team to consolidate data from various sources effortlessly. Its AI features include predictive analytics that provide insights into future trends and potential risks. The interactive dashboards offer real-time visibility, enabling proactive decision-making. IBM Planning Analytics' focus on AI-enhanced data integration makes it ideal for businesses needing comprehensive data analysis.

Standout features & integrations:

Features include interactive dashboards, supply chain management, and customizable reporting, including an Excel spreadsheet add-in. These features help you visualize complex data and make informed decisions quickly. The software also supports collaborative planning, improving team efficiency.

Integrations include SAP and IBM Cognos, as well as others which can be achieved through their APIs.

NetSuite is a cloud-based enterprise resource planning (ERP) software designed for businesses of all sizes, particularly those in finance and accounting. It offers a range of business functions like financial management, order management, and inventory control, with a strong focus on AI capabilities such as predictive analytics and automated insights.

Why I picked NetSuite: NetSuite's AI capabilities provide enhanced financial insights that help your team make informed decisions quickly. Its embedded AI features include conversational intelligence and natural language search, allowing you to easily interact with the platform. The AI-driven analytics offer deeper insights into financial data, improving your strategic planning. This focus on AI-enhanced insights distinguishes NetSuite from other tools, making it valuable for teams needing complex data analysis.

Standout features & integrations:

Features include real-time financial reporting, customizable dashboards, and automated compliance management. These features help your team stay on top of financial trends and regulatory requirements. The software also offers advanced order management to streamline operations.

Integrations include Shopify, Salesforce, and Celigo.