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Board

Score9 out of 10

224 Reviews and Ratings

What is Board?

Board is an Agentic Planning Platform that brings financial and operational planning together in a single environment. It combines enterprise data, external signals, planning models, business logic, domain expertise, and decision context to support more informed and aligned decisions across the organization.

Planning and AI capabilities
Board’s multidimensional planning engine supports deterministic calculations, scenarios, allocations, governed write-back, and high-concurrency workflows. Its Continuous Planning capabilities monitor internal performance and external signals, support scenario modeling and what-if analysis, and keep financial and operational plans aligned as conditions change. Domain-specific Board Agents work within planning processes to analyze performance, identify drivers, assess trade-offs, recommend changes, and support approved actions.

Governance and differentiation
Board applies enterprise security, permissions, workflow controls, human approval, data lineage, and audit trails to planning and AI-supported decisions. These controls help organizations trace what changed, understand the data and logic behind recommendations, and retain accountability for critical decisions. Board can complement existing data and AI platforms, including Databricks, Snowflake, and Microsoft Fabric, by adding planning semantics, assumptions, forecasts, constraints, and decision workflows. The platform supports use cases across FP&A, financial close, consolidation and reporting, supply chain planning, and merchandise planning. By connecting operational choices with their financial consequences, Board helps teams adapt between formal planning cycles and coordinate action from a shared planning environment.

Videos

Screenshots

Screenshot of Planning
Screenshot of Sales Planning
Screenshot of Profitability
Screenshot of Geomap
Screenshot of Forecast
Screenshot of Financial Plan
Screenshot of Executive Strategy
Screenshot of Board Financial Consolidation

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Screenshot of Planning

Technical Details

Technical Details
Deployment TypesOn-Premise, SaaS
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android, Windows Phone
Supported CountriesAmericas, Europe, Middle East, Asia Pacific
Supported LanguagesEnglish, Italian, German, French

FAQs

What is Board?
Board is presented as an enterprise planning platform, offered as a solution to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions.
What are Board's top competitors?
Anaplan, Wolters Kluwer CCH® Tagetik, and OneStream are common alternatives for Board.
What is Board's best feature?
Reviewers rate Scenario modeling, Financial data consolidation, and Single Sign-On (SSO) highest, with a score of 8.3.
Who uses Board?
The most common users of Board are from Enterprise.