Planful alternatives

1. cfo.ai

   FP&A

   Differs on 3 of 9 fields, 3 open

   Planful vs cfo.ai, line by line

   cfo.ai, formerly Runway, is financial planning software for startup founders built around Ari, an AI agent. Ari connects to accounting, payroll, banking and billing systems and builds a live financial model from actuals. Users can ask questions, run scenarios and get alerts when metrics change, and can inspect or edit the model directly.

   • Planful is built for mid-market and enterprise; cfo.ai is built for small business.
   • Planful documents integrations with Sage Intacct and Microsoft Dynamics that cfo.ai doesn't list.
   • cfo.ai documents integrations with QuickBooks Online and Xero that Planful doesn't list.

2. Cube

   FP&A

   Differs on 3 of 9 fields, 2 open

   Planful vs Cube, line by line

   Cube is an FP&A platform that gathers data from ERPs, CRMs, HR systems and data warehouses into a central model, then pushes figures into Excel, Google Sheets, Slack, Teams and BI tools. It covers reporting, budgeting and forecasting, and consolidation. Its AI agents handle data mapping, variance analysis, forecasting and report building inside the permissioned Cube model.

   • Planful is built for mid-market and enterprise; Cube is built for enterprise.
   • Cube documents an integration with Xero that Planful doesn't list.
   • Both state that they hold a SOC 2 Type II report.

3. Datarails

   FP&A

   Differs on 1 of 9 fields, 2 open

   Planful vs Datarails, line by line

   Datarails is a financial planning and analysis platform that pulls financial and operational data from accounting, CRM, payroll and other systems into one governed data layer, which finance teams use through Excel and a web app. It also sells modules for month-end close, cash management and spend. Its AI layer adds finance agents for planning, reporting and scenario questions, scheduled KPI summaries and presentation drafting.

   • Planful documents an integration with Sage Intacct that Datarails doesn't list.
   • Datarails documents an integration with Xero that Planful doesn't list.
   • Both state that they hold a SOC 2 Type II report.

4. Drivetrain

   FP&A

   Differs on 1 of 9 fields, 2 open

   Planful vs Drivetrain, line by line

   Drivetrain is an FP&A platform for building budgets, forecasts, headcount plans and scenarios from connected business systems, with a large library of data connectors. Its AI layer, Drive AI, uses a set of agents to build models, create reports and dashboards, and answer finance questions. Drivetrain uses its own models plus models from Anthropic and OpenAI.

   • Drivetrain documents an integration with Xero that Planful doesn't list.
   • Both state that they hold a SOC 2 Type II report.
   • Both publish a policy saying customer data is not used to train AI models.

5. Pigment

   FP&A

   Differs on 1 of 9 fields, 3 open

   Planful vs Pigment, line by line

   Pigment is a business planning platform where finance, HR, sales and supply-chain teams build budgets, forecasts and scenario models on connected data. It has a set of AI agents that analyze results, build and change planning models, and answer questions in plain language. Pigment sells to mid-sized and large companies.

   • Planful documents an integration with Microsoft Dynamics that Pigment doesn't list.
   • Pigment documents an integration with Xero that Planful doesn't list.
   • Both state that they hold a SOC 2 Type II report.

6. Vena

   FP&A

   Differs on 1 of 9 fields, 4 open

   Planful vs Vena, line by line

   Vena is a planning, budgeting and reporting platform for finance teams that works inside Microsoft Excel and other Microsoft 365 apps, on top of its own CubeFLEX data model. Its AI layer, now called Vena AI (introduced in 2024 as Vena Copilot), hands requests to task-specific agents for planning, reporting and analysis. Vena says it uses Microsoft Azure OpenAI models.

   • Vena documents an integration with Xero that Planful doesn't list.
   • Both state that they hold a SOC 2 Type II report.
   • Training on customer data: Planful says customer data is not used for training; Vena doesn't say publicly.

7. Auditoria.AI

   AP & invoices

   Differs on 4 of 9 fields, 1 open

   Planful vs Auditoria.AI, line by line

   Auditoria.AI provides AI agents for corporate finance teams that take on accounts payable and accounts receivable work, including invoice processing, answering vendor and customer emails, collections outreach and remittance capture. It also offers SmartResearch, a conversational tool that answers questions about cash and finance data. It connects to enterprise ERPs and service platforms such as Workday and ServiceNow.

   • Planful is built for mid-market and enterprise; Auditoria.AI is built for enterprise.
   • Planful documents integrations with Sage Intacct and Microsoft Dynamics that Auditoria.AI doesn't list.
   • Both state that they hold a SOC 2 Type II report.

8. Basis

   Bookkeeping

   Differs on 3 of 9 fields, 1 open

   Planful vs Basis, line by line

   Basis builds AI agents that carry out accounting work for accounting firms, covering client accounting and advisory, tax, and audit, and it also sells to corporate accounting teams. Agents run month-end close tasks, prepare first-pass tax workpapers and perform audit testing. Staff then review the work, with each figure cited to its source.

   • Planful is built for mid-market and enterprise; Basis is built for cpa firms.
   • Planful documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics that Basis doesn't list.
   • Both state that they hold a SOC 2 Type II report.

9. BlackLine

   Close & reconciliation

   Differs on 4 of 9 fields, 1 open

   Planful vs BlackLine, line by line

   BlackLine sells cloud software for finance teams covering the financial close (account reconciliations, transaction matching, journal entries, consolidation and intercompany accounting) and invoice-to-cash processes such as cash application and collections. Its Verity AI suite adds agents that prepare reconciliations, draft accruals, suggest matches and explain variances, along with a console for governing AI agents.

   • Planful is built for mid-market and enterprise; BlackLine is built for enterprise.
   • Planful documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics that BlackLine doesn't list.
   • Both state that they hold a SOC 2 Type II report.

10. Botkeeper

    Bookkeeping

    Differs on 7 of 9 fields, 1 open

    Planful vs Botkeeper, line by line

    Botkeeper is a bookkeeping automation platform sold to accounting firms. Firms use it to categorize client bank transactions, reconcile bank and card accounts, and track month-end close across their client base. It works alongside each client's QuickBooks Online or Xero ledger rather than replacing it, and since 2026 the brand has been owned and run by Xendoo Inc.

    • Planful is built for mid-market and enterprise; Botkeeper is built for cpa firms.
    • Planful documents integrations with NetSuite, Sage Intacct and Microsoft Dynamics that Botkeeper doesn't list.
    • Botkeeper documents integrations with QuickBooks Online and Xero that Planful doesn't list.

• Checked against the linked official source on the date shown.
• Unconfirmed: we could not find an official statement.

Planful alternatives: questions

What are the best Planful alternatives?

It depends on why you are looking. This page lists 10 fp&a tools with the same checked fields as Planful. Narrow them by the ledger you use, who the product is built for and its data-safety terms.

Which Planful alternatives work with the same ledgers?

cfo.ai, Cube, Datarails, Drivetrain, Pigment, Vena and Auditoria.AI document an integration with at least one of the ledgers Planful supports (NetSuite, Sage Intacct and Microsoft Dynamics).

Which Planful alternatives say they don't train AI on customer data?

Datarails, Drivetrain, Auditoria.AI, Basis and BlackLine publish a policy saying customer data is not used to train AI models.