Revenue planning is the process of estimating how your business will generate income over a specific period, often a fiscal year or quarter. It blends historical performance, sales pipeline data, market trends, and strategic goals to forecast revenue and shape financial decisions. In simple terms, a revenue plan defines how money flows into your business, what drives it, and how those inflows align with broader company targets.
A well-built revenue plan goes beyond forecasting. It acts as a roadmap for growth, helping finance, sales, and operations work from the same assumptions. It also gives leadership early visibility into risks and gaps, so teams can make adjustments before those gaps turn into missed targets.
Revenue planning isn’t just forecasting, it’s creating an actionable roadmap for achieving financial targets. In fact, 97% of executives report intense pressure to maximize revenue within the next two years. This is because revenue planning affects hiring, cash, and go-to-market execution; finance teams rely on revenue planning software to keep assumptions current and performance measurable. The right platform pulls actuals, pipeline, renewals, and spend into one place, so finance can update forecasts in real time, share targets with sales leadership, and pressure-test different outcomes before committing to them. Instead of chasing spreadsheets, the team can focus on which levers to pull to stay on plan.
“Revenue planning software” is a broad category. Tools can be spreadsheet-native FP&A platforms, full ERP suites, revenue lifecycle systems, and AI-native ERPs. Each solves different pieces of the puzzle.
Here are the common capabilities and workflows most teams look for:
The best revenue planning software helps finance teams forecast accurately, align cross-functional goals, and respond quickly to market changes. These tools combine automation, data integration, and scenario modeling to keep revenue plans connected and current.
We selected these platforms by looking at product sites, reputable third-party review sites, and customer reviews. Here are some of the top revenue planning platforms for businesses:
Cube is a spreadsheet-native, AI-powered financial intelligence and FP&A platform that helps companies hit their numbers without having to sacrifice their spreadsheets. Cube helps finance departments work anywhere, integrating natively with both Excel and Google Sheets, so that they can plan, analyze, and collaborate with the ultimate speed and confidence.
For revenue planning, Cube streamlines every step of the process. It consolidates CRM, ERP, and billing data into a single live model, ensuring forecasts reflect the latest bookings, churn, and pipeline metrics. Finance teams can link revenue drivers to headcount, pricing, and pipeline assumptions, test multiple growth scenarios, and adjust plans in minutes instead of days.
Cube includes agentic AI built for FP&A. It uses governed, up-to-date financial and operational data, keeps insights explainable and traceable, and lets you control what is shared. You can ask questions in Slack or Microsoft Teams in plain English to get faster answers, deeper insights, and clearer whys.
Key features:
Industries: Business services, financial services, healthcare, manufacturing, nonprofits, real estate, retail, SaaS, multi-location
Pricing: Cube starts at $30,000 annually and creates custom plans suited to your FP&A needs.
See detailed pricing for customizable plans.
Salesforce Revenue Cloud (now Agentforce Revenue Management) is a revenue operations platform that unifies quoting, billing, renewals, and analytics in one system. It helps finance and sales teams manage revenue across every channel and model, from one-time purchases to subscriptions and usage-based billing, on the same CRM that powers their customer relationships.
Salesforce brings visibility into pipeline, pricing, and contract performance. Finance can connect live CRM data to forecast recurring and consumption-based revenue, track renewals, and measure metrics like ARR and NRR directly in Salesforce. Automated workflows handle quoting, contract updates, and order orchestration, while analytics dashboards surface trends in margin, pricing, and churn.
Key features:
Industries: SaaS, telecommunications, manufacturing, financial services, professional services
Pricing
NetSuite ERP is an all-in-one, AI-enabled cloud platform designed to centralize financial, operational, and revenue processes. It helps organizations manage accounting, orders, projects, supply chains, and reporting within one unified system. By consolidating these workflows, NetSuite gives finance teams clear visibility into performance across subsidiaries, business units, and global entities.
NetSuite connects operational data with financial forecasts to give leadership an accurate view of recurring revenue, margin, and cash flow. Teams can monitor bookings, expenses, and demand in real time, using driver-based models to simulate how pricing, volume, or market changes affect topline growth. With AI features embedded throughout the platform, NetSuite helps finance identify trends, refine assumptions, and plan for expansion across multiple regions or business lines.
Key features:
Industries: Software, manufacturing, retail, wholesale distribution, nonprofit organizations
Pricing: According to online sources, prices start at around $10,000 annually
Sage Intacct is a cloud finance platform that combines accounting, reporting, planning, payroll, and HR into a single system. It’s designed for finance teams that need clean data, audit-ready controls, and clear visibility across entities.
Sage Intacct uses AI to automate manual work, such as accounts payable and general ledger anomaly detection, so teams can move from chasing entries to steering performance. Its dimensional reporting structure enables analysis of revenue, cash, spend, and margin by customer, project, location, or entity without rebuilding the chart of accounts.
Key features:
Industries: Construction, energy, financial services, healthcare, home services
Pricing: According to G2, prices start at $9,000 annually
Campfire is an AI-first ERP built for modern finance and accounting teams. It unifies core accounting, revenue automation, and close management on one platform. By bringing the general ledger, billing, and revenue recognition together, Campfire helps companies manage everything from journal entries to board-ready reporting without relying on spreadsheets or fragmented tools.
Campfire’s unified revenue hub connects customer, contract, and payment data from sources such as Stripe, Salesforce, and Snowflake. It automates invoice creation, deferred revenue schedules, and bank reconciliation while maintaining audit-ready trails. Mid-market and enterprise teams use Campfire to manage multi-entity consolidations, automate revenue recognition across subscription or usage models, and maintain global visibility into performance.
Key features:
Industries: Saas, fintech, professional services, mid-market, enterprise organizations
Pricing: Pricing information isn’t available online
DualEntry is an AI-native ERP built around an accounting core. It centralizes the general ledger, revenue recognition, billing, consolidation, and compliance in one system. The platform is designed for companies that have outgrown entry-level accounting tools and need multi-entity control, audit readiness, and automated revenue workflows without relying on manual spreadsheets or separate point solutions.
DualEntry’s revenue capabilities include contract parsing, automated schedule creation, and real-time allocation of deferred and recognized revenue in line with ASC 606 and IFRS 15.
Key features:
Industries: SaaS, high-growth mid-market companies, multi-entity and multi-currency organizations
Pricing: G2 states three tiers of pricing: DualEntry, DualEntry Plus, and DualEntry Ultra.
SAP S/4HANA Cloud is an enterprise-grade cloud ERP designed to centralize finance, operations, and planning on one platform. It provides preconfigured business processes built on global best practices, allowing companies to manage accounting, procurement, supply chain, and manufacturing within a single environment. The system’s AI-driven capabilities automate workflows, deliver real-time analytics, and support compliance across industries and regions.
SAP S/4HANA Cloud gives finance leaders full visibility into performance across entities, currencies, and markets. It connects with SAP’s ecosystem of tools, like SAP Business Data Cloud and SAP Analytics Cloud, to unify financial data, automate reconciliations, and accelerate reporting. With continuous updates and built-in scalability, it supports businesses as they expand globally without adding operational complexity.
Key features:
Industries: Manufacturing, supply chain, retail, financial services, healthcare
Pricing: Online sources state $200 per user/month, with minimum implementation costs of $75,000.
Zenskar is an AI-native order-to-cash platform built for modern pricing models. It ingests contracts and usage data, automates billing for any pricing structure, and manages compliant revenue recognition without spreadsheets or developer-heavy workarounds. The platform decouples billing from revenue recognition, so finance teams can manage complex terms (subscriptions, usage, milestones, custom pricing) and stay compliant with ASC 606 and IFRS 15. It also provides built-in analytics for metrics like ARR, churn, and collection performance.
Zenskar is designed to handle multi-entity, multi-currency operations and supports audit trails, automated journal entries, and direct sync to ERPs and general ledgers. It also includes an AI copilot for workflow support, contract parsing, and on-demand analysis.
Key features:
Industries: Finance, engineering
Pricing: Capterra reports three tiers of pricing:
Workday Financial Management is a cloud-based financial platform that unifies core accounting, revenue management, planning, analytics, and compliance. It’s built to give finance leaders real-time visibility into performance while maintaining control across processes like record to report, procure to pay, and contract to cash. Workday combines operational data and financial data in one environment, then layers AI-driven anomaly detection, continuous auditing, and built-in reporting, so teams can review results, monitor risk, and adapt as the business changes.
Workday is designed for organizations that need consolidated views across multiple entities, geographies, and revenue streams. Finance teams can analyze what’s driving revenue, create forecasts, and adjust plans from within the same system that’s running the books. Because planning, financials, and reporting live together, leadership can connect targets to actuals and act on changes with less delay.
Key features:
Industries: Financial services, healthcare, professional and business services, public sector, retail
Pricing: According to online sources, pricing starts at $5,000 monthly
Chargebee is a subscription billing and revenue operations platform built for recurring and usage-based business models. It supports the full quote-to-cash and retention workflow: pricing and packaging, invoicing, tax, collections, revenue recognition, churn management, and reporting. Finance and RevOps teams use Chargebee to launch new pricing models, manage subscriptions, and automate compliance.
Chargebee also includes tools for reducing involuntary churn, recovering failed payments, and analyzing subscriber behavior. Teams can monitor ARR, MRR, retention, and cash collection from a single place while syncing invoices, credits, and adjustments back to the accounting system for audit readiness.
Key features:
Industries: Business services, media and publishing, e-commerce & retail, education
Pricing:
Tabs is an AI revenue platform built to automate billing, collections, revenue recognition, and reporting from contract to cash. It ingests signed contracts, generates invoices, manages collections with proactive outreach, and applies ASC 606-compliant revenue recognition using the same contract and billing data. The goal is to give finance, RevOps, and accounting teams a single system of record for what was sold, billed, collected, and recognized, without relying on disconnected spreadsheets or manual invoice workflows.
Key features:
Industries: Finance
Pricing:
Rillet is an AI-native ERP built to automate accounting for companies with complex revenue models, multi-entity structures, and investor reporting needs. It combines the general ledger, revenue recognition, invoicing, consolidation, close management, and GAAP/investor reporting in one system. The platform is designed to serve as a single source of truth for both audited financials and board metrics, while reducing the manual work that typically slows down finance and accounting teams.
Rillet pulls contract and billing data directly from CRM and payment systems, applies ASC 606-compliant revenue recognition across subscriptions, usage-based, and milestone models, and posts entries automatically to the ledger. It supports multi-entity and multi-currency consolidation, generates investor and GAAP views on demand, and uses built-in AI (Aura AI) to assist with reconciliations, flux analysis, and close checklists so teams can move from transaction processing to review.
Key features:
Industries: Startups, enterprises
Pricing: Sources state prices starting from $199 a month
Revenue planning isn’t just about projecting top-line numbers, it’s about understanding what drives growth and adjusting fast when conditions change. Modern FP&A teams need tools that link live CRM, ERP, and billing data into one model so every forecast reflects reality.
Look for a platform that automates updates, syncs seamlessly with your spreadsheets, and gives finance leaders visibility across scenarios. The right software should make it easy to collaborate, test assumptions, and explain every number with confidence.
Cube’s financial intelligence platform combines the familiarity of Excel and Google Sheets with real-time automation, AI-powered insights, and direct system integrations. You get connected data, faster forecasts, and reliable reporting, all without disrupting how your finance team already works.
Book a demo to see Cube in action