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FP&A, budgeting & forecasting
Build budgets, rolling forecasts, scenarios and management commentary for planning decisions. ToolGrail lists 19 AI tools for this task, including Trovata, Abacum, Agicap and Anaplan.
Tools for this task
| Tool | What it does | Pricing | Type | Evidence |
|---|---|---|---|---|
| TrovataTrovata | AI-powered platform connecting banks and treasury workflows for real-time cash visibility and automation. | Pricing not verified | Tool | Site checked |
| AbacumAbacum | AI-native business planning platform with an AI agent that helps teams plan with shared data and logic. | Pricing not verified | Tool + MCP | Site checked |
| AgicapAgicap | Cash management software for cash-flow forecasting, invoice payment and receivables follow-up, with Agicap AI. | Pricing not verified | Tool + MCP | Site checked |
| AnaplanAnaplan | Scenario planning and analysis platform that combines AI, data and connected planning. | Pricing not verified | Tool | Site checked |
| CubeCube | AI financial intelligence platform for FP&A teams working in spreadsheets, browsers and chat. | Pricing not verified | Tool + MCP | Site checked |
| DatarailsDatarails | AI operating system for finance teams that unifies financial and operational data and keeps existing Excel models. | Pricing not verified | Tool + MCP | Site checked |
| DrivetrainDrivetrain | AI-native FP&A software for forecasts, budgets, headcount plans and scenarios. | Pricing not verified | Tool | Site checked |
| KyribaKyriba | Liquidity performance platform for cash visibility, forecasting, payments security and AI-powered analytics. | Pricing not verified | Tool | Site checked |
| OneStreamOneStream | Unified EPM platform connecting finance and operations, positioned as an AI operating system for finance. | Pricing not verified | Tool | Site checked |
| PigmentPigment | Integrated business planning platform with agentic AI for analysis, modelling and planning. | Pricing not verified | Tool | Site checked |
| PlanfulPlanful | Financial performance management with explainable AI for planning, consolidation and reporting. | Pricing not verified | Tool | Site checked |
| ProphixProphix | AI-powered performance management for budgeting, forecasting, planning and reporting in mid-market companies. | Pricing not verified | Tool | Site checked |
| ShortcutShortcut | AI agent for Excel that builds and edits spreadsheets, formulas and LBO, DCF and three-statement models. | Pricing not verified | Tool | Site checked |
| VenaVena | Microsoft-native financial and operational planning, decisioning and close platform with AI agents. | Pricing not verified | Tool | Site checked |
| ZeniZeni | AI bookkeeping and accounting with an AI accountant and AI CFO plus expert review. | Pricing not verified | Tool + MCP | Site checked |
| CampfireCampfire | AI-native ERP for lean finance teams that automates reconciliations, close and revenue work. | Pricing not verified | Tool | Site checked |
| FathomFathom | Financial analysis, management reporting, consolidation and cash-flow forecasting with AI report commentary. | Pricing not verified | Tool | Site checked |
| fynsightNot verified | DATEV financial data for AI assistants: P&L, KPIs, bookings, budgets and monthly reporting. | Pricing not verified | Tool + MCP | Site checked |
| Vibe CFONot verified | Read-only access to a firm’s client financials in Vibe CFO, including what the vendor calls certified figures, EVA answers and reports. | Pricing not verified | Tool + MCP | Site checked |
Roles that do this work
Finance operations specialistFinance managerChief financial officerVirtual CFOFinance internJunior financial analystFP&A analystBudget analystCommercial finance analystFinance business partnerCost analystCash managerSenior FP&A analystFP&A managerHead of FP&AFinance directorVP of financeTreasurerTreasury managerChief accounting officerControllerManagement accountant
Sectors where it is common
ToolGrail gives general information about AI tools. It is not financial, investment, tax, legal, medical or other professional advice, and a listing is not an endorsement. No paid ranking. Catalog updated 2026-11-13; each tool shows its own review date and evidence level. Tool fit is an editorial suggestion based on published capabilities. See sources & methodology →