Top 7 Financial Forecasting Tools in 2025 [w/ Feature Comparison]

Spreadsheets are breaking. Your forecasts are outdated before you finish them.

Traditional financial forecasting tools leave finance teams drowning in manual data entry, version control nightmares, and reports that are obsolete the moment they’re shared. But the right forecasting platform transforms chaos into clarity, turning real-time data into actionable insights that drive smarter business decisions.

Financial forecasting tools comparison table

Tool	Starting Price	Data Sources	Key Strength	Best For	AI Features
Fathom	$65/month	Accounting software	Three-way forecasting	Multi-entity businesses	Limited
Coefficient	$49-99/month	70+ business systems	Live data sync	Spreadsheet-native teams	Moderate
Cube	Custom pricing	ERP, CRM, HRIS	Excel/Sheets integration	Finance professionals	AI-powered mapping
Jirav	$10,000/year	Accounting, payroll	Driver-based models	SMBs & accounting firms	Developing
Vena	Custom pricing	Multiple systems	Predictive forecasting	Enterprise planning	Machine learning
Finmark	Custom pricing	Accounting, billing	Startup-friendly	Growing businesses	Limited
Planful	Custom pricing	ERP, business systems	Enterprise scalability	Large organizations	Advanced

#1 Fathom

Fathom transforms financial forecasting from static spreadsheets into dynamic, living models that update automatically as your business data changes. 

Built specifically for businesses ready to move beyond basic Excel models, it delivers comprehensive three-way forecasting that connects P&L, balance sheet, and cash flow projections in real-time.

Highlights of Fathom

• Three-way forecasting that automatically links profit & loss, balance sheet, and cash flow statements
• Driver-based planning with micro-forecasts for granular business insights
• Multi-entity consolidation perfect for businesses managing multiple companies or divisions

Pros

• Comprehensive modeling capabilities. Fathom enables detailed cash flow forecasts and scenario planning that support truly informed business decisions, going far beyond simple revenue projections.
• Massive time savings on reporting. The platform automates report creation and delivery, saving up to 14 hours per reporting cycle for multi-entity businesses—time that finance teams can redirect to strategic analysis.
• User-friendly visuals for everyone. Complex financial data becomes accessible even for non-financial professionals, making it easier to get buy-in from stakeholders across the organization.

Cons

• Steep learning curve for new users. Initial setup and learning to use all features can be time-consuming and challenging, especially for teams transitioning from simpler tools.
• Limited undo options create risk. Mistakes in cash flow adjustments can be hard to reverse, requiring extra caution during editing and potentially slowing down the modeling process.
• Occasional slow support response. Some users report delays in getting help when they need it most, which can be frustrating during critical forecasting periods.

Pricing

As of January 2025, Fathom’s pricing starts at $65/month for one company, with higher tiers (Silver, Gold, Platinum) scaling up for more companies and additional features.

What do users say about Fathom?

• Positive: “Fathom is helpful. Our firm has looked at a number of cashflow tools for our clients and we have not found anything else with as many features to build out a very detailed cashflow as Fathom has.” (Capterra)
• Critical: “It takes a lot of time to set it up. It also is harder to learn but once the tool is learned it’s easy to use. When you’re building out your forecast it is easy to mistakenly delete all of the amounts, and there is not an undo.” (Capterra)

Support

Fathom provides multi-channel support, including certifications, training, and resources for all plans. However, some users mention occasional delays in response times.

#2 Coefficient

Coefficient revolutionizes financial forecasting tools by bringing live data from 70+ business systems directly into Google Sheets and Excel.

Instead of forcing finance teams to learn new software, it supercharges the spreadsheets they already know and love with real-time data connections and automated reporting capabilities.

Highlights of Coefficient

• Real-time data sync with NetSuite and dozens of other business systems, eliminating manual data exports
• Customizable forecasting templates that work natively in Google Sheets and Excel
• Automated reporting that reduces errors and keeps stakeholders updated with fresh data

Pros

• Seamless integration eliminates data silos. Coefficient syncs live data from multiple sources automatically, keeping forecasts current and eliminating the tedious manual exports that plague most finance teams.
• Massive time savings through automation. The platform automates data collection and reporting processes, freeing up finance teams to focus on analysis and strategic planning instead of data wrangling.
• Customizable insights that fit your business. Templates and dashboards can be tailored to specific business needs and metrics, ensuring your financial forecasting tools match your unique requirements.

Cons

• Row limits on entry-level plans. The Starter plan has a 5,000-row limit, which may be restrictive for larger organizations with extensive data sets.
• Learning curve for complex integrations. Some users may need time to set up integrations and fully utilize all features, especially when connecting multiple data sources.
• Limited advanced analytics compared to dedicated platforms. While powerful for reporting and data integration, it may lack some advanced modeling features found in specialized FP&A tools.

Pricing

As of April 2025, Coefficient pricing starts at $49–$99/month for the Starter plan, with higher tiers for more data sources and advanced features.

What do users say about Coefficient?

• Positive: “Coefficient transforms sales forecasting by syncing live data from various business systems directly into Google Sheets and Excel.” (Coefficient blog)
• Critical: “Some features require manual customization to be truly effective for our team. Out of the box, it can feel a bit rigid.” (G2)

Support

Coefficient offers responsive customer service, training materials, and onboarding support, with a focus on maximizing platform adoption and ROI.

#3 Cube

Cube bridges the gap between familiar spreadsheet tools and enterprise-grade financial forecasting tools. 

It connects spreadsheets, models, and workflows into a unified FP&A platform, enabling finance teams to work within Excel and Google Sheets while benefiting from centralized data governance and AI-powered automation.

Highlights of Cube

• Seamless integration with ERP, CRM, HRIS systems and existing spreadsheet workflows
• AI-powered data mapping that automatically consolidates information from multiple sources
• Enterprise-grade governance with user management and audit trails for compliance

Pros

• Familiar and flexible workflow. Cube works directly with Excel and Google Sheets, dramatically reducing the learning curve for finance professionals who are already spreadsheet experts.
• Exceptional customer support experience. Users consistently praise the attentive and helpful customer support team, including comprehensive post-sales assistance and ongoing guidance.
• Significant time savings on routine tasks. The platform automates monthly reporting and budgeting processes, reducing hours of manual work and eliminating version control headaches.

Cons

• Minor bugs and missing features. Some users note small bugs and request additional features, such as the ability to suppress zeroes and better aggregation calculations.
• Occasional data import frustrations. Users sometimes experience issues with data ingestion and publishing, though Cube actively works to address these technical challenges.
• Platform still evolving rapidly. As the platform continues developing, some advanced functionalities that enterprise users expect may still be missing or incomplete.

Pricing

Cube’s pricing is not publicly listed; potential customers are encouraged to contact Cube for a quote as of February 2025.

What do users say about Cube?

• Positive: “The customer support aspect is superb. I am able to get help almost instantly most times when I get stuck with an upload or download of data or anything else.” (Capterra)
• Critical: “I’d like to see new features rolled out more quickly: things like suppress zeroes and better aggregation calculations come to mind. There are small bugs as well that come up frequently.” (Capterra)

Support

Cube provides highly responsive support, hands-on onboarding, and ongoing customer success management, with bi-weekly calls and proactive outreach to ensure user satisfaction.

#4 Jirav

Jirav delivers comprehensive financial forecasting tools specifically designed for accounting firms and SMBs who need enterprise-grade planning without enterprise complexity. 

The platform combines driver-based forecasting, scenario modeling, and dynamic dashboards to help businesses and their advisors make confident financial decisions.

Highlights of Jirav

• Driver-based forecasting for P&L, balance sheet, and cash flow with industry best-practice templates
• Rolling forecasts and scenario modeling that adapt to changing business conditions
• Integration with accounting and payroll systems for seamless data flow

Pros

• Easy-to-use templates accelerate implementation. Industry best-practice templates help users get started quickly without building complex models from scratch.
• Flexible and scalable for growing businesses. The platform suits small businesses, accounting firms, and VC-funded companies, adapting as organizations grow and their needs become more sophisticated.
• Strong reporting capabilities save time. Jirav dramatically reduces time spent on monthly reporting and budgeting, with clear visuals that stakeholders can easily understand and act upon.

Cons

• High entry-level pricing barrier. Starting at $10,000/year, the cost may be prohibitive for very small businesses or startups with limited budgets.
• AI features still developing. While the platform includes some AI-driven capabilities, adoption and sophistication remain moderate compared to more advanced competitors.
• Learning curve for custom models. Some users report challenges when setting up custom models and integrations, requiring additional training or support.

Pricing

As of February 2025, Jirav’s Starter plan is $10,000/year, with Pro at $15,000/year, and custom pricing for Enterprise.

What do users say about Jirav?

• Positive: “Jirav has simplified and reduced the amount of time required to produce our monthly reporting package, rolling forecast, and annual budget dramatically.” (G2)
• Critical: “Some things weren’t super intuitive at first. I think a more extensive help center, with more examples, could have made my experience slightly better.” (G2)

Support

Jirav offers an online help center, implementation support, and access to customer success managers, with advanced and premium support options for higher tiers.

#5 Vena

Vena combines Excel’s familiar interface with cloud-powered collaboration and machine learning capabilities. This complete planning platform leverages predictive forecasting algorithms while maintaining the spreadsheet experience that finance professionals know and trust, making it ideal for organizations ready to embrace AI-enhanced financial forecasting tools.

Highlights of Vena

• Predictive forecasting powered by advanced statistical and machine learning algorithms
• Centralized data collection with workflow management that eliminates version control issues
• Excel-based modeling with cloud collaboration for the best of both worlds

Pros

• Single source of truth eliminates confusion. Vena consolidates data from multiple sources into one centralized platform, dramatically improving accuracy and enabling seamless collaboration across teams.
• Automation saves massive amounts of time. The platform streamlines budgeting and forecasting processes, reducing manual work and human errors that typically plague financial planning cycles.
• Fast and reliable performance when it matters. Users report quick computations and reliable performance, especially during critical crunch times when accuracy and speed are essential.

Cons

• Lengthy implementation timeline. Average implementation takes about five months, significantly longer than some competitors, which can delay time-to-value for eager organizations.
• Pricing transparency lacking. Without publicly listed pricing, potential customers must invest time in sales conversations before understanding the true cost commitment.
• Learning curve for advanced features. While Excel-familiar, advanced features may require training for full adoption, especially for team members who aren’t Excel power users.

Pricing

As of April 2025, Vena offers Professional and Complete plans with custom pricing; users must contact Vena for a quote.

What do users say about Vena?

Positive: “Vena’s system connects data contributors, analysts, and data consumers, and has the ability to consolidate across many systems/data sources into one source of truth.” (The Finance Weekly)

Critical: “Implementation can take several months, and some advanced features require training to use effectively.” (The Finance Weekly)

Support

Vena provides standard and premium support, a customer portal, customer success managers, and extensive training resources, with faster response times on higher-tier plans.

#6 Finmark

Finmark eliminates the complexity that typically intimidates startup founders and small business owners when it comes to financial forecasting tools. 

Built specifically for growing businesses, it offers an intuitive, spreadsheet-free experience that automates data integration and provides real-time dashboards for scenario planning and collaborative financial planning.

Highlights of Finmark

• Automated data integration with accounting and billing systems that eliminates manual data entry
• Scenario planning and multi-model comparisons for exploring different growth strategies
• Real-time dashboards with customizable reports that keep everyone aligned

Pros

• Designed for non-finance founders. Finmark features a user-friendly interface and comprehensive onboarding specifically created for small teams without dedicated finance professionals.
• Flexible modeling handles complexity. Despite its simplicity, the platform manages complex revenue models and allows for multiple scenario comparisons, growing with your business needs.
• Exceptional support when you need it. Users consistently praise the responsive and helpful customer support team, ensuring you never feel stuck or abandoned.

Cons

• Learning curve despite user-friendly design. Some users find initial setup and formula creation less intuitive than expected, requiring guidance or additional training to maximize value.
• Limited integration depth. Users frequently request deeper integrations with more accounting tools, suggesting current connections may not meet all workflow needs.
• Minor bugs and feature gaps. While the team responds quickly to feedback, some users encounter occasional bugs and missing features that can slow down their work.

Pricing

Finmark’s current pricing is not publicly listed; users are encouraged to contact Finmark for a quote as of May 2025.

What do users say about Finmark?

• Positive: “Finmark makes it easy for us to get an overview of our finances in one place. It’s simple to use and saves us hours of tedious work, so we can focus on growing our business.” (G2)
• Critical: “Some features are buggy, and there is a bit of a learning curve on where to go to tie things together correctly.” (G2)

Support

Finmark offers onboarding assistance, a responsive support team, and clear instructions, with ongoing improvements based on user feedback.

#7 Planful

Planful delivers enterprise-grade financial forecasting tools designed for large organizations with complex planning requirements. 

This cloud-based FP&A platform automates budgeting, forecasting, and scenario analysis while providing the centralized collaboration and robust governance that enterprise finance teams demand.

Highlights of Planful

• Automated financial planning and consolidation that handles complex organizational structures
• Scenario modeling and rolling forecasts with sophisticated analytics capabilities
• Real-time collaboration with workflow management for large, distributed teams

Pros

• Enterprise scalability for complex organizations. Planful effectively handles sophisticated planning needs for large organizations with multiple entities, departments, and complex reporting requirements.
• Comprehensive workflow automation. The platform streamlines budgeting and forecasting processes across large teams, reducing coordination overhead and ensuring consistency.
• Robust analytics and reporting. Advanced analytics capabilities and customizable dashboards provide the deep insights that enterprise decision-makers require for strategic planning.

Cons

• High cost limits accessibility. Geared toward mid-sized and large enterprises, the pricing may be prohibitive for smaller businesses or organizations with limited budgets.
• Complex implementation requirements. The platform may require significant setup time and extensive training for full adoption, especially for organizations with complex existing processes.
• Overkill for small teams. Planful works best for organizations with dedicated finance departments, making it less suitable for smaller teams with simpler needs.

Pricing

Planful’s pricing is not publicly listed; potential customers should contact Planful for a quote as of June 2025.

What do users say about Planful?

• Positive: Users praise its ability to automate complex planning and reporting for large teams.
• Critical: Some users cite a steep learning curve and high implementation costs.

Support

Planful provides enterprise-grade support, including onboarding, training, and dedicated customer success resources.

Transform your forecasting today

The best financial forecasting tools don’t just automate calculations—they transform how your team thinks about data and planning. Whether you need the simplicity of Coefficient’s spreadsheet integration or the enterprise power of Planful, the right platform eliminates manual work and delivers insights that drive smarter decisions.Stop wrestling with outdated spreadsheets and disconnected data sources. Start building live, automated forecasts that keep pace with your business today.