FP&A StackResearch on AI tools for corporate financeVerified Oct 19, 202655 cited sources
For corporate FP&A & capital planning
Know the price before the demo.
Independent research on AI tools for finance teams: sourced price benchmarks, verified Claude, ChatGPT, Copilot and Grok connectors, and a working analyst's read on every tool. Minus the sales pitch.
Free · 5 minutes a week · signup opens at launch
40Tools tracked
48Connector pairings · 12 systems × 4 AIs
55Cited source links
Oct 19Last verified · 2026
§01House rules
Three rules. No exceptions.
i.No source, no number.Quote-only vendors get third-party benchmarks (Vendr medians, attributed and dated). We never estimate a price ourselves.
ii.Docs, not decks.Read vs write, paid vs included, GA vs preview — each connector fact links to vendor docs, with a last-verified date.
iii.Paid never means ranked.Every tool is judged on one question: does it help you build the budget, the forecast, or the business case? Vendors can't pay to change that.
§02Flagship · AI Connector Tracker
12 finance systems × 4 assistants. Snapshot of what's officially documented today; 27 pairings official, 18 still unverified.
Which systems your AI can actually reach.
Open the full tracker →| System | Claude | ChatGPT | Microsoft Copilot | Grok |
|---|---|---|---|---|
| Datarails FP&A | OfficialRead-only | OfficialRead-only | Coming soonRead-only (planned) | Unverified |
| Cube FP&A | OfficialRead + write | OfficialRead + write | Unverified | Unverified |
| Vena FP&A | OfficialRead-only | OfficialRead-only | OfficialRead-only | Unverified |
| Pigment FP&A | OfficialRead (write optional) | OfficialRead (write optional) | OfficialRead (write optional) | Unverified |
| Anaplan EPM | OfficialRead-only (initially) | Unverified | OfficialRead-only (initially) | Unverified |
| Planful FP&A | Unverified | Unverified | Unverified | Unverified |
| NetSuite ERP | OfficialRead + write | OfficialRead + write | OfficialRead + write | Unverified |
| QuickBooks Online ERP / GL (SMB) | OfficialRead + write | OfficialRead + write | Unverified | Unverified |
§03Directory · price list
Find a tool. See the price.
All 40 tools →| Tool | Vendr median / yr | Median relative to highest tracked | Claude | ChatGPT | Copilot | Grok |
|---|---|---|---|---|---|---|
| Featured listing · availablePut your tool in front of FP&A buyers. One featured slot per category, clearly labeled as paid. Featured placement never changes scores or connector status. See placement options → | ||||||
| FP&A / EPM · FP&A (Excel-native)DatarailsExcel-native FP&A platform for mid-market finance teams: consolidation, reporting, budgeting and AI agents on top of your existing spreadsheets. | $33,300 | Claude: official | ChatGPT: official | Copilot: coming soon | Grok: unverified | |
| FP&A / EPM · FP&A (spreadsheet-first)CubeSpreadsheet-first FP&A platform that syncs Excel and Google Sheets to a central planning cube. | $22,098 | Claude: official | ChatGPT: official | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A (Excel-native)VenaExcel-native FP&A and close platform with a central database, workflow, and the Vena Copilot assistant. | $34,286 | Claude: official | ChatGPT: official | Copilot: official | Grok: unverified | |
| FP&A / EPM · FP&A / enterprise planningPigmentEnterprise planning platform for finance, sales, supply chain and workforce planning, with native AI agents and an MCP server. | $74,000 | Claude: official | ChatGPT: official | Copilot: official | Grok: unverified | |
| FP&A / EPM · Enterprise planning (EPM)AnaplanEnterprise connected-planning (EPM) platform used by large finance, sales and supply-chain organizations. | $114,609 | Claude: official | ChatGPT: unverified | Copilot: official | Grok: unverified | |
| FP&A / EPM · FP&A / EPMPlanfulFP&A and consolidation suite for mid-market and enterprise teams, with Planful AI and Predict. | $40,352 | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AI Excel & copilots · Finance copilot (general AI)Claude for Excel (Anthropic)Anthropic's Excel add-in plus finance data connectors; included in paid Claude plans. | Public pricing | Claude: native | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AI Excel & copilots · Finance copilot (general AI)ChatGPT for Excel (OpenAI)OpenAI's Excel and Google Sheets add-in that builds, updates and explains models in-workbook. | Public pricing | Claude: unverified | ChatGPT: native | Copilot: unverified | Grok: unverified | |
| AI Excel & copilots · Finance copilot (Excel/Outlook; reconciliation)Microsoft Copilot Finance agentMicrosoft 365 Copilot's finance agent for Excel and Outlook workflows like reconciliation and variance. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: native | Grok: unverified | |
| AI Excel & copilots · AI agent for Excel/Sheets modelingShortcutAI agent that builds and edits models in Excel and Google Sheets. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A (mid-market)AbacumCollaborative FP&A platform for mid-market finance teams. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&ADrivetrainStrategic finance and FP&A platform with broad native integrations. | $27,445 | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A / AI CFO (startups)cfo.ai (formerly Runway)Startup-focused FP&A and modeling product (rebranded from Runway). | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A (SMB / accounting firms)JiravFP&A for SMBs and the accounting firms that advise them. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · Reporting / forecasting (advisors)FathomManagement reporting and forecasting for advisors and multi-entity SMBs. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A (Excel/Sheets add-ins)AlephFP&A platform that works through Excel and Google Sheets add-ins. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A (inside HiBob)Bob Finance (formerly Mosaic)The former Mosaic FP&A product, now part of HiBob (acquired Feb 2025). | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · FP&A / EPMProphixFP&A and consolidation platform (Prophix One) with native Copilot and agent features. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · EPM (close + planning)OneStreamUnified enterprise CPM platform covering close, consolidation and planning. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · Enterprise planningWorkday Adaptive PlanningWorkday's planning product for budgeting, forecasting and workforce planning. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · EPMBoard InternationalEnterprise planning and BI platform. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| FP&A / EPM · EPM / FP&AJedoxEPM and FP&A platform with deep Excel integration. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AI Excel & copilots · AI finance agents (FP&A/reporting)ConcourseAI agents for FP&A analysis and reporting. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Close & accounting · Close management / accountingNumericClose management and accounting automation for mid-market teams. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Close & accounting · Close managementFloQastClose management software built for accountants. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Close & accounting · Close / reconciliation (enterprise)BlackLineEnterprise reconciliation and close automation. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Close & accounting · Close / reconciliationTrintech CadencyEnterprise record-to-report and reconciliation platform. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| ERP & GL · AI-native ERP / GLRilletAI-native ERP and general ledger for venture-backed companies. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| ERP & GL · AI-native ERP / GLCampfireAI-native ERP and general ledger. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Close & accounting · AI accounting agents (firms)BasisAI accounting agents for accounting firms. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · AP automation (AI)Vic.aiAI-driven accounts payable automation. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · AP automation (AI 'Billy')StampliAP automation with an AI assistant ("Billy"). | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · Spend / AP / cards (AI agents)RampCorporate cards, spend management, AP and procurement with AI agents. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · AP/AR / spendBILLAP/AR automation and spend management for SMBs. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · Spend / cards / AI agentsBrexCorporate cards, expense and spend management. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| AP & spend · AP / global payablesTipaltiGlobal payables and supplier payments automation. | Public pricing | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Treasury · Treasury / cash (AI)TrovataCash management and forecasting with AI. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Treasury · Treasury / cash (AI)NilusAI treasury and cash management. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| Treasury · Treasury (enterprise)KyribaEnterprise treasury and liquidity management. | Quote-only | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
| ERP & GL · AI bookkeeping / GL (SMB)DigitsAI bookkeeping and general ledger for small businesses. | Pricing unverified | Claude: unverified | ChatGPT: unverified | Copilot: unverified | Grok: unverified | |
● official or native · ◐ coming soon · ◑ partial · ○ no source found yet · Scale bar = Vendr median relative to the highest median tracked.
No tools match those filters. Suggest one.
§04Guides · contents
Each guide reviewed by a corporate finance practitioner, 11+ years at one of the largest US private companies and a public company.
Start here.
All guides →- 01Best AI FP&A software (2026)ReadShortlist by team size, with connector status and price benchmarks.
- 02FP&A software pricing comparisonReadVendr medians and public price lists in one table.
- 03Claude for finance teamsReadConnectors, Excel add-in, and what is read-only vs write.
- 04Datarails vs VenaReadTwo Excel-native platforms, compared on price and AI.
§05The weekly brief
The weekly brief · Free
Five minutes a week. Zero vendor spin.
New AI connectors, price changes, and one tested workflow for budgeting, forecasting or capital planning, every week.
Signup opens at launch. No spam, unsubscribe anytime. We never sell your email.