Next-generation planning, budgeting, and forecasting.

Streamline financial processes. Speed up reporting cycles through automation. Ensure accuracy with real-time data integration. Board empowers finance teams with autonomy via a UI built to boost insight-driven decisions.

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Main UI

Drive strategic initiatives and financial performance with relevant insights from the business. Conduct in-depth financial analysis and confidently report on financial performance with trusted data and a transparent process.

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finance efficiency
automation of data input
reduction in planning time
finance efficiency
automation of data input
reduction in planning time

See the difference Board makes for your business.

Transparent reports
Integrated view of financial position

With all your data connected to source systems, get a clear view of your P&L, balance sheet, and cashflow—and how defined drivers impact them.

Faster time to insights
Elevated financial insights

Enhance financial management and performance by going beyond traditional planning. Generate insights that drive strategic decisions. 

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Accelerated planning cycles

Run your monthly forecast at speed with all parameters and workflows set up to ensure accuracy and control over your entire process.

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Using Board, we can understand our profit, loss, and cash flow at a granular level. For the first time in our company’s history, we delivered our annual budget on time, and every team knows and owns their individual budgets.

With features and capabilities to get results. 

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Data and systems

Connect, accelerate, and maintain control.

Handle large volumes of data with pre-built connectors for ERPs, business applications, cloud, and big data sources. Organize and prepare data fast, in real time.

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Driver-based planning

More accurate forecasting.

Use unlimited dimensions to create budgets, plans, and forecasts. Explore profitability by cost center, product, or any variable, with the ability to drill down to the most detailed level.

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Advanced analytics

Forward-looking planning and analysis.

Embedded machine learning identifies correlations in financial, operational, and external data to create intelligent predictions, improving the accuracy and speed of forecasts.

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Industry-specific models

Planning for growth isn’t one size fits all.

Easily build KPIs and models that can identify risks and assess opportunities specific to your industry.

Don’t just take our word for it.


We are a Leader in the 2023 Gartner® Magic Quadrant™ for Financial Planning Software.


Board customers achieved 335% ROI with a < 6 month payback period and $57m NPV.

Explore our other FP&A solutions.

Financial Analysis and Reporting

Strategic Long-Term Planning

Group Consolidation and Reporting

Integrated Business Planning

Built for success.

Solutions are built on the Board Enterprise Planning Platform. It delivers:

  • The flexibility to adapt at the pace of market change.
  • The performance of a powerful planning machine that analyzes at scale.
  • The scalability to incorporate new drivers in a user-friendly application. 

Planning, budgeting, and forecasting  resources to stay ahead.


The FP&A Maturity Model: Achieving Intelligent Transformation

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12 Best Practices in FP&A

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Three steps to selecting the right FP&A solution

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