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Top Rated Strategic Planning Software with Xero

Last updated: June 2026

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28 software options

Elate logo

AI-native strategy execution for aligned, data-driven teams

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Elate is an AI-Native Strategy Platform that helps organizations build structured plans, align work across teams, and monitor progress in real time. With AI insights, automated updates, and integrated reporting, Elate provides a unified approach to planning and execution.

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Datarails logo

Financial planning and analysis (FP&A) software

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Datarails is an FP&A solution that enables finance experts to conduct financial planning and analysis, budgeting, and forecasting. The platform automates data consolidation, reporting, and planning while enabling finance teams to continue using their own Microsoft Excel spreadsheets and financial models.

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Quantive StrategyAI logo

Quantive StrategyAI — Strategic agility for today’s world.

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Quantive helps organizations modernize their outdated approaches to strategic decision-making and execution to create strategic agility for today's world.

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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Cascade Strategy logo

Strategy planning & execution platform

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Strategy Getting Lost In Translation?
Cascade is the only strategy platform you'll ever need.
Plan, manage & track your strategy in one place.

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Jirav logo

The leading FP&A software – built to help you win.

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Maximize strategic planning success with Jirav's streamlined financial planning platform that fosters goal alignment and enhanced collaboration. With Jirav, you’ll get a comprehensive view of your business' financial landscape.

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Teamwork.com logo

Profit from every client demand.

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Combining powerful project management and easily streamlined operations - we’re the only platform built for managing client projects, profitably.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Fathom logo

Business intelligence and financial reporting solution

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Fathom is a financial analysis and management reporting tool, designed to help users monitor trends, assess business performance, and identify opportunities for improvement. Integrations with QuickBooks, Xero, and MYOB, allowing users to import financial data directly from their accounting software.

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Drivetrain logo

Platform for planning and managing financial analysis

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Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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Cube logo

Financial planning software for handling budgets & reports

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Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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Maus logo

Cloud-based platform for strategic planning.

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Maus is a cloud-based strategic planning platform that helps small and midsize companies plan, implement, and track business strategies. The solution offers features such as financial analysis, business planning, and exit succession planning to help businesses create and measure their strategies for growth. Additionally, it provides a unified interface that allows users to generate reports and view business performance.

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SharpCloud logo

Make data compelling, not complex.

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Data visualization software that transforms business data into engaging visual stories, helping you make smarter strategic decisions.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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Blox logo

Financial modeling and planning management software

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Blox helps business leaders with financial modeling and planning without the need for spreadsheets. With its marketplace of pre-built blocks, it has taken away the complexity of building a bespoke model and sped up the planning process massively.

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MODLR logo

CPM Software to fuel accurate and collaborative planning

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MODLR is a cloud-based financial planning and analysis solution that offers organisations, from enterprises to SMEs across all industries, one unified platform for modelling, budgeting & forecasting.

Sign-up for a free MODLR account.

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Encodify logo

Cloud-based brand management tool for marketers.

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Encodify is a no-code brand management solution that helps businesses streamline their marketing processes on a centralized interface. The platform offers various functions and features such as digital asset management (DAM), workflow management, proofing, and project management. With Encodify, businesses can streamline their private label process from concept development to fully developed products.

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Empiraa logo

Cloud-based business planning and execution tool

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Empiraa is a cloud-based strategic planning platform that helps small to large businesses in human resources (HR), logistics, technology, hospitality, and other sectors turn their strategies into reality. It allows managers to coordinate their team's efforts toward achieving the strategy.

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Pigment logo

Prepare for anything

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Pigment is a business planning platform. Pigment brings together people, data and processes through its intuitive, adaptable, integrated platform, so teams can quickly build trusted strategic and operational business plans to drive growth, adapt to change and future-proof their business.

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XLReporting logo

Lean CPM software for budgeting, reporting & forecasting

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Built by finance professionals, XLReporting offers Lean CPM software that scales with you. Start small, grow fast, and stay in control throughout.  

Manage budgeting, forecasting, reporting and data consolidation all in one platform. Built for control, transparency & real-time performance insights.

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Limelight logo

FP&A, Without the Wait

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Limelight is a modern FP&A platform that automates budgeting, forecasting, and financial reporting with AI and narrative reporting for mid-market finance teams.

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Strategy X logo

Strategize, Execute, and Succeed with StrategyExe.

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StrategyExe is an enterprise-grade solution designed to align company objectives with actionable tasks and measurable outcomes. It offers strategic planning, real-time analytics, and seamless team collaboration tools, simplifying execution management across organizations.

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Workfacta logo

Business performance management software

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Workfacta drives results with a disciplined approach to management tasks, convert business plans into actions, align teams to the business strategy, run integrated meetings to review critical business items, and facilitate decision-making with data. Managers always know what is happening at all time

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for strategic planning. AI helps you centralize all strategic initiatives, connecting high-level goals to the projects required to achieve them. Use customizable roadmaps and dashboards to maintain alignment and track progress across the entire business.

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ProjectManager logo

Award-Winning Project Management Software

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ProjectManager is an award-winning project and work management software solution designed to empower teams and improve collaboration.

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