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Board

SaaS

Enterprise planning and analytics platform that unites financial and operational planning with business intelligence and governed AI agents.

board.com
Board homepage screenshot

About Board

Board is an enterprise software platform that combines planning, analytics and performance management. Finance, supply chain, sales and HR teams use it to build plans and forecasts in one environment instead of keeping budgets, demand plans and reports in disconnected spreadsheets and tools.

The vendor now calls it an agentic planning platform. Solution areas include financial planning and analysis, budgeting and forecasting, cash flow, capital planning, financial close and consolidation, sales and operations planning, demand and supply planning, and retail merchandise planning. Board AI, role-based agents such as an FP&A agent and a controller agent, Foresight and Signals add AI-driven analysis on top.

Board is proprietary commercial software with a published pricing page, a watch-demo option and industry pages for retail, manufacturing, consumer goods and financial services. Its site includes a comparison of cloud and on-premises deployment.

Key features

  • Planning, budgeting and forecasting
  • Financial close and consolidation
  • Sales and operations planning
  • Retail merchandise financial planning
  • Role-based AI agents for finance and supply chain
  • Data connectivity and integration

Good fit for

  • →Replacing spreadsheet-based budgeting
  • →Integrated finance and supply chain planning
  • →Retail assortment and merchandise planning
Tags
planning
fp-and-a
business-intelligence
forecasting
performance-management
supply-chain
ai-agents
enterprise

Board: questions and answers

What is Board used for?
Board is an enterprise planning and analytics platform that unites financial and operational planning with business intelligence and governed AI agents. It is a good fit for replacing spreadsheet-based budgeting, integrated finance and supply chain planning, and retail assortment and merchandise planning.
How much does Board cost?
Board doesn't publish fixed prices; pricing is quoted on request.
Is Board open source?
No. Board is proprietary (closed-source) software. In the Finance & Accounting category, open-source options include Actual Budget, Firefly III and Sure.
Can I self-host Board?
Yes. Although Board is closed source, it can be self-hosted on your own servers, and the vendor also offers a hosted version.
What are some alternatives to Board?
Board competes with Anaplan, Planful and Pigment.

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