Best Financial Planning and Analysis (FP&A) Software for NetSuite in 2023 (2023)

Find & Compare the Best Financial Planning and Analysis (FP&A) Software for NetSuite in 2023.


Use the comparison tool below to compare the best financial planning and analysis (FP&A) software for NetSuite on the market. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, etc.

  • 1

    Flexible planning of the working day

    Work day

    2 reviews

    Software version

    Create accurate planning models faster, reduce errors and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect this. The modeling and forecasting capabilities of adaptive workday planning are world-class. You can leverage world-class modeling to stay ahead in finance, sales, workforce planning, or any other field. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All your sales, financial and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect enable you to create impressive, up-to-date management reports instantly. Connect with ERP, HCM and CRM for accurate and fast business planning.

  • 2


    Softver FP&A

    55,00 USD/month/from the user

    1 rating

    Software version

    Acterys is a platform that integrates with Microsoft Azure, Power BI, Excel and Financial Planning & Analytics. Automate the integration of all your data sources with connectors for various ERP/Accounting/Saas solutions. All CPM processes can be performed on a platform based on leading SQL Server technologies (Azure and on-premises). Fully configurable application templates are available that maximize profit for planning, forecasting and consolidation. Integrate FP&A /CPM with your daily work One day productivity solutions to implement FP&A or CPM processes.

  • 3

    Best Financial Planning and Analysis (FP&A) Software for NetSuite in 2023 (4)

    data rails

    data rails

    31 reviews

    Software version

    Datarails is a financial planning and analysis platform that automates financial reporting. It also allows finance teams to continue using familiar Excel spreadsheets and financial models. Finance teams can spend more time analyzing data and less time collecting it by automating tedious manual processes. It also enables them to answer key strategic questions, such as what they can do to increase revenue or reduce costs.

  • 4

    it is not flat

    it is not flat

    12.500 USD/again

    38 reviews

    Software version

    Best suited for companies with 25-500 employees and $1 million to $100 million in revenue across all industries. Features comparable to Adaptive Planning for 15% of the price. On board in days instead of months. OnPlan integrates with your key operational and financial data such as Quickbooks, Intacct, NetSuite, Salesforce, Hubspot and more. Enjoy better visibility, greater transparency and more efficient benchmarking. Four-way synchronization between Google Sheets, Microsoft Excel, Airtable and OnPlan offers unparalleled flexibility. You can use Excel formulas for modeling within the OnPlan platform. Plus, you can download your template to Excel at any time, so you're not locked into OnPlan. Powerful what-if and budget-versus-actual (BVA) planning capabilities give you the flexibility to filter opportunities and threats as your business grows.

  • 5



    $50 per user per month

    Software version

    Connect models to your data faster than ever, create models 10x faster and share them with beautiful visuals and interactive dashboards. Causal formulas can be used in plain English, without cell references or obscure syntax. A single causal formula can do the work of dozens of spreadsheet formulas, or even hundreds of spreadsheet formulas. The Causal Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of your model's results. Startups use Causal to track key performance indicators, plan employee compensation, and build investor-ready financial models. You can create beautiful charts and graphs without spending hours customizing and configuring them. You can easily switch between summary view and time frames.

  • 6



    $99 per month

    Software version

    Cloud-based financial planning and analysis. You can quickly see your company's financial status in real time to make better decisions. Jirav connects financial and operational data to enable you to easily analyze historical operations and forecast your cash flow, revenue, workforce, expenses and reserves. Get more information and be able to make better decisions. You can immediately see the difference between planned and actual, ongoing predictions and consequences. This will help you identify opportunities in your business, teams and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, look to the future. Best practice templates allow you to create accurate forecasts and budgets in all areas of your business. Connect all the data that affects your business. You can view accounting, headcount and sales data in real time for complete visibility.

  • 7



    Software version

    MODLR is a cloud-based platform that enables organizations to streamline the FP&A process. These include forecasting, budgeting, dashboards and collaborative planning. MODLR provides a wide range of integrations that automate the import or export of data, reducing human error and allowing more time for high-value work. MODLR enables organizations to plan in detail for complex scenarios and gain real-time insights through its ad-hoc reporting capabilities.

  • 8

    Turn it over

    Limelight softver

    Software version

    Your ERP can provide real-time planning, forecasting and reporting. Limelight, the next generation of Excel, enables data integration, collaboration and control. All your data is in one place. Limelight connects your data and people in one place. This increases communication, makes work visible and speeds up the time to insight. You can make your forecasts and budgets faster, more accurately and with greater collaboration between all departments. Limelight allows you to view and analyze reports in real-time, drill down into transaction details and provide insights through narratives that managers understand and can use to make informed decisions.

  • 9



    Software version

    Smart reporting and analysis software for finance and accounting FYIsoft® is finance and accounting software designed for professionals who want to increase their productivity in fast-growing or multi-entity environments. Our powerful financial analysis and reporting software is proven to reduce reporting times by 50% or more. This software is trusted by accounting and financial professionals around the world. ReportFYI is available on-premises or in the cloud. It integrates with your general manager so you can get modern reporting capabilities without having to replace your ERP. AnalyticsFYI comes with robust features including industry benchmarking and artificial intelligence. You can further customize the software to meet your unique FP&A requirements. BudgetFYI greatly simplifies planning with powerful automation and extreme ease of use for better, faster decisions.

  • 10

    Master of planning


    Software version

    Small and medium-sized businesses can now access enterprise-level planning and analysis. Create flexible budgets based on triggers, forecast financial performance, analyze results, share information and collaborate across the company. Connect to any data source, on-premises or in the cloud. Leverage your existing investments in GL/ERP and CRM. Get involved with all stakeholders. Reports, forecasts and budgets are always up-to-date and accurate thanks to centralized budgets. Planning Maestro provides small businesses with enterprise-level financial planning and analysis. Planning Maestro is optimized for scalable data flows and can be easily adapted to your business structure. CEOs and their leaders ask tough questions every day. Planning Maestro enables finance managers to react quickly. The advanced architecture of Planning Maestro enables adaptation to changing business needs and goals.

  • 11



    Software version

    Say goodbye to tedious manual tasks. Goodbye to manuals and time-consuming tasks. Hello valuable business insights. No need to copy and paste numbers from one worksheet to another. All data from your ERP, HRIS, CRM and ERP systems can be connected and processed in one place. Automate manual tasks and save time for the strategic things that modern finance teams need to focus on. 40% of your day is taken up with email back and forth. This is not what investors or CEOs expect from top technology finance teams. Collaborate with business partners to crunch the numbers on one platform. You can create private spaces, define workflows, assign permissions and exchange ideas at lightning speed. Abacum is more than a number cruncher. It is strategic power. Your stakeholder will understand your advice and Abacum will organize key insights into an easy-to-use interface. Create reports that business partners will actually open and take action on.

  • 12



    Software version

    Plan together, identify bottlenecks and make confident decisions to achieve your goals. Connect your marketing, finance, recruiting and sales plans quickly and accurately. Calculate metrics shared by geographic regions and market segments. Compare actual results to plans to determine which parts of your business are thriving or struggling. Predictive alerts notify you if there are discrepancies in your plan numbers. Connect and combine data from multiple sources to get a bigger picture. With best-in-class visualizations, you can customize financial reports and optimize revenue, expenses and profit. Consolidate data from multiple sources to get a complete view of business performance. This includes ERP, CRM, billing systems, databases, Excel and CSV.

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Best Financial Planning and Analysis (FP&A) Software for NetSuite in 2023? ›

Oracle Financial Planning & Analysis. Oracle Enterprise Performance Management (EPM) provides planning, budgeting, and forecasting for your organization's leadership and finance teams so they can build business and financial plans across the enterprise.

What is Oracle FP&A? ›

Oracle Financial Planning & Analysis. Oracle Enterprise Performance Management (EPM) provides planning, budgeting, and forecasting for your organization's leadership and finance teams so they can build business and financial plans across the enterprise.

What is Financial Planning in FP&A? ›

Financial planning and analysis (FP&A) is a set of planning, forecasting, budgeting, and analytical activities that support a company's major business decisions and overall financial health.

What major is best for FP&A? ›

Business Degree With a Focus in Finance

While studying business, students gain a broad understanding of banking and economics, which are important topics in understanding financial planning. Plus, a concentration in finance can provide insight into how to value a business, stock, or other financial product.

Will FP&A be automated? ›

FP&A involves several manual processes that can be automated to enhance the efficiency of workflows. These tasks include data collection, data sanitation, data consolidation, report preparation, and more.

How do I use FP&A in Excel? ›

Finance and Excel: 5 Must-Have Skills for FP&A
  1. Conditional Formatting. ...
  2. Automation and Macros. ...
  3. Pivot Tables. ...
  4. Charts and Visuals. ...
  5. Data and What-If Tables? ...
  6. Use Check-sums. ...
  7. Separate inputs from outputs. ...
  8. Use Index/Match or XLOOKUP instead of V-lookup.
Jun 19, 2022

Is Python used in FP&A? ›

Python, and especially Pandas, can be daunting for uses in FP&A, but does provide advantages: Can handle and store large data and associated calculations. Faster calculation.

Is SQL useful for FP&A? ›

Essential SQL Tools for Financial Analysis

One of the primary uses of SQL is working within relational databases, and Financial Analysts can use SQL in order to build their own financial data database.

What is the difference between FP&A and financial analyst? ›

FP&A professionals in general oversee a wide array of financial affairs that include financial statements, capital expenditures, expenses and taxes etc. financial analysts in particular are tasked with evaluating, examining and analyzing a corporation's financial activities and mapping its financial future.

What is the salary of financial planning analyst in Oracle? ›

Oracle Financial Analyst salary in India ranges between ₹ 1.2 Lakhs to ₹ 9.3 Lakhs with an average annual salary of ₹ 4.2 Lakhs. Salary estimates are based on 248 Oracle latest salaries received from various employees of Oracle.

Does FP&A pay well? ›

Although average base salaries can vary by industry and organization, FP&A roles are generally high-paying. The average salary for an FP&A analyst—the most junior-level role—is still $70,506 per year, and can scale to $200,000 per year at the director or VP level—sometimes even higher!

Is FP&A accounting or finance? ›

Financial, Planning, and Analysis Accounting or FP&A Accounting isn't ordinary Accounting. Still, it is a much broader concept that includes financial decisions, planning, and analysis FP&A in addition to financial accounting.

Does FP&A do budgeting? ›

FP&A is the set of strategic activities (planning, budgeting, forecasting, and analysis) that enable a company's ongoing financial health and ability to grow. FP&A enhances the finance department's ability to manage performance by integrating corporate strategy and decision-making.

What is NetSuite planning and budgeting? ›

NetSuite Planning and Budgeting brings financial, payroll and HR data together so you can plan headcount, salary, bonus and payroll taxes using actuals from your business. This allows leaders to quickly build models and plans without having to rekey or reassemble workforce information in a spreadsheet.

What is the most powerful tool of financial analysis? ›

The best financial analysis tool is ratio analysis. It calculates ratios from the income statement and balance sheet. Also, it is the most common method of financial analysis.

Does FP&A pay more than accounting? ›

FP&A managers typically earn higher salaries than accounting managers due to their specialized knowledge and experience.

What is the average salary of an FP&A manager in the US? ›

Fp&A Manager Salary
Annual SalaryHourly Wage
Top Earners$145,500$70
75th Percentile$128,000$62
25th Percentile$100,000$48

Can FP&A become CFO? ›

Yes, a Financial Analyst can become a CFO. It's important to gain experience in various finance roles, including FP&A, and develop a broad range of skills in strategic planning, financial management, and leadership.

What is the next step after FP&A analyst? ›

The FP&A career path starts at the analyst level and progresses to director of FP&A: FP&A Analyst. Senior FP&A Analyst. FP&A Manager.

Can you go from accounting to FP&A? ›

Transitioning from accounting to FP&A requires comfort with risk, comfort with making recommendations and decisions knowing that the data is imperfect, facts change, and you may need to reverse decisions.

Does FP&A require CFA? ›

Most professionals currently working in FP&A teams are finance or accounting undergrad majors with some professional qualifications (such as CA / CPA, CGMA, CFA) or MBAs. Most of them would have previously worked in accounting or auditing before moving into FP&A.

Is CPA necessary for FP&A? ›

Do I Need a CPA to Be in FP & A? In FP&A roles, our users shared that having an accounting background and / or a CPA is very useful and, in some cases, required. However, some users shared that you can move up the ranks without a CPA degree; however, it is easier to advance with that certification.

How to practice FP&A? ›

7 Best Practices In Financial Planning & Analysis

How do I start a FP&A? ›

How Do I Start a Career in FP&A?
  1. Obtain a finance or business degree or certification.
  2. Gather relevant work experience in finance or accounting.
  3. Network with professionals in the FP&A industry.
  4. Gain familiarity with industry-specific software and tools.
  5. Develop strong analytical, communication, and interpersonal skills.
Feb 2, 2023

Can factor analysis be done in Excel? ›

We do not use Excel for everyday statistical analysis and would strongly recommend against it (see, e.g., Knusel, 1998; Simon, 2000). However, many people might be surprised to discover that MS Excel can be used to do simple (and more complex) confirmatory factor analysis (CFA).

Which Python is best for finance? ›

Best Python Courses for Banking, Finance & FinTech (2023)
  • Programming in Python from Wall Street Prep. ...
  • AI Programming with Python from Udacity. ...
  • Python Programming for Finance from NYIF. ...
  • Professional Certificate in Python Data Science from IBM. ...
  • Python and Statistics for Financial Analysis from HKU.
Jan 14, 2023

Why is Python so popular in finance? ›

Python is the most popular programming language in finance. Because it is an object-oriented and open-source language, it is used by many large corporations, including Google, for a variety of projects. Python can be used to import financial data such as stock quotes using the Pandas framework.

Should I learn Python as a financial analyst? ›

Python for finance can help you launch a career as a Financial Analyst, Portfolio Manager, or Python Developer in the finance sector, but can also help you advance a career if you already work in such a position.

Is SQL better than Python for data analysis? ›

For simple queries and aggregations, SQL performs faster than Python because the data in the database already has a defined schema, and the computation process occurs close to the data.

Is SQL or Python more important for data analyst? ›

Data Analyst

Python is the go-to language for data analysts to analyze data, although other tools, including business Intelligence software, like Power BI or Tableau, and SQL, are equally important.

Which SQL is best for finance? ›

Best SQL Courses for Banking and Finance (2023)
  1. Learn SQL Nanodegree Program from Udacity. ...
  2. Excel to MySQL: Analytic Techniques for Business from Duke University. ...
  3. MicroBachelors Program in Data Management with Python and SQL from Southern New Hampshire University. ...
  4. Modern Big Data Analysis with SQL from Cloudera.
Jan 3, 2023

Is an FP&A analyst an accountant? ›

While there is some overlap between these two disciplines, they focus on different areas of money management. A financial analyst looks to past and current trends to help achieve a future reality, while an accountant may review a company's financial data on a day-to-day basis.

How competitive is FP&A? ›

High demand and competition for skilled FP&A professionals

According to Gartner's Finance Talent Survey, FP&A is one of the most in-demand finance roles, with 51% of finance leaders reporting difficulty filling these positions. This suggests that not only are FP&A roles popular, but they are also highly competitive.

Is FP&A the same as strategic finance? ›

FP&A is more short-term monthly planning alongside budget owners. Strategic finance focuses on longer term growth and development alongside the company C-suite.

Who pays most to Financial Analyst? ›

The highest paying company for a Financial Analyst is Google with an average total compensation of $214,700.

What is the highest salary for a financial planner? ›

The best Financial Planner jobs can pay up to $174,500 per year. A financial planner is an advisor who works with and individual or organization to plan and manage long-term finance goals.

How much does Deloitte pay Oracle Financials Consultants? ›

Estimated average pay

The estimated middle value of the base pay for Oracle Consultant at this company in the United States is $58.97 per hour.

Where do I go after FP&A? ›

9 FP&A exit opportunities
  • Progressing within your current company. If you're content with your current employer, pursuing a senior position within the organization could be the perfect move for you. ...
  • Consulting. ...
  • Corporate finance. ...
  • Teaching and mentoring. ...
  • Entrepreneurship. ...
  • Investment banking. ...
  • Private equity. ...
  • Venture capital.
Mar 29, 2023

How long does it take to become FP&A manager? ›

Some companies have both Analysts and Senior Analysts in FP&A; at others, the hierarchy goes straight from Analyst to Manager. It's safest to say that “Manager” is above Analysts and below Directors, VPs, and CFOs. You might spend 3-5 years at each level, so it could take 6-10 years to go from Analyst to Manager.

Can FP&A lead to investment banking? ›

A small percentage, about 10%, of FP&A goes to investment banking or private equity, or moves to other areas of corporate management, for example, sales and marketing or human resources.

What is the difference between FP&A and F&A? ›


Accounting is more focused on capital reporting, while FP&A is more focused on capital allocation. The differing views are considered in three areas: decision-making, reporting and metrics.

How can I be a good FP&A manager? ›

10 FP&A Skills Every Finance Leader Should Have
  1. Budgeting. Budgeting is a critical financial planning and analysis skill. ...
  2. Forecasting. ...
  3. Communication & Collaboration. ...
  4. Financial Analysis. ...
  5. Capital Planning. ...
  6. Financial Modeling. ...
  7. Problem Solving. ...
  8. Report Preparation.
Jun 7, 2022

How do I become a FP&A analyst? ›

FP&A professionals can start their careers by getting a finance or accounting internship while earning their undergraduate degree. Completing an internship where you learn about the structure of corporate finance and accounting departments can help you get your first full-time FP&A position after college.

What is the best financial modeling for FP&A? ›

The integrated 3-statement financial model is the most fundamental tool for FP&A. It blends together the income statement, balance sheet, and cash flow statement to forecast how operational decisions, financial changes, and investments impact projections for business performance.

How to get into FP&A without experience? ›

If you are interested in breaking into the field of FP&A but don't have any prior experience, here are some steps you can take:
  1. Learn about FP&A. ...
  2. Consider earning a relevant degree or certification. ...
  3. Gain experience in finance or a related field. ...
  4. Network and build relationships with professionals in the field.
Dec 19, 2022

What makes a good FP&A model? ›

Financial models come in many shapes and sizes. There are common fundamental attributes that make a good model including inputs and assumptions, simplicity, and transparency.

What are three of the most common tools of financial analysis multiple choice? ›

The three most common financial analysis tools are horizontal analysis, vertical analysis, and ratio analysis.

What Excel skills are needed for FP&A? ›

Finance and Excel: 5 Must-Have Skills for FP&A
  • Conditional Formatting. ...
  • Automation and Macros. ...
  • Pivot Tables. ...
  • Charts and Visuals. ...
  • Data and What-If Tables? ...
  • Use Check-sums. ...
  • Separate inputs from outputs. ...
  • Use Index/Match or XLOOKUP instead of V-lookup.
Jun 19, 2022

What is key KPI in FP&A? ›

In essence, a financial KPI is a metric that helps FP&A teams measure their performance in terms of how well they're achieving their team goals. For example, if an organization wants to increase profitability by 10%, one of its KPIs would be the percentage change in net profit.

What is the requirement for FP&A? ›

Entrance Requirements

Have a bachelor's or equivalent degree OR be currently enrolled in an undergraduate program with a finance related major (finance, accounting, economics or business) and be on track to graduate within two years.

What are the 3 types of financial analysis? ›

Horizontal, vertical, and ratio analysis are three techniques that analysts use when analyzing financial statements.

Are there 3 tools which can be used to analyze financial statements? ›

The three major tools for financial statement analyses are horizontal analysis, vertical analysis, and ratios analysis.

What are the 3 most important financial statements in financial analysis? ›

The income statement, balance sheet, and statement of cash flows are required financial statements. These three statements are informative tools that traders can use to analyze a company's financial strength and provide a quick picture of a company's financial health and underlying value.

Do you need to be an accountant for FP&A? ›

Most current staff in the FP&A team are finance or accounting undergrad majors with various qualifications (CPA, GCMS, CFP) or MBAs. They most likely already had experience in accounting or audit before moving on to finance and operations.

How can I improve my FP&A skills? ›

Help your FP&A Team Grow
  1. Develop Your Learning Strategy Statement – Link and Align to Corporate Strategy.
  2. Identify Critical Competencies.
  3. Identify Career Paths and Audiences.
  4. Develop Curriculum and Map Content and Learning Resources.
  5. Establish Governance and Oversight.
  6. Communicate and Inspire.
Oct 1, 2020


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