Board

board.com
Financial Management
Few Days

Agentic AI for Continuous Planning

How to Replace Board

Overview

Board is an Enterprise Planning Platform that enables AI-powered continuous planning with agents delivering greater forecast accuracy. It powers financial and operational plans that drive confident, aligned decisions by unifying finance and operations with a single source of truth.

Features

39 features across 20 categories

AI(3)

AI-Powered Smarter DecisionsAI

Unlock the full value of enterprise data with AI and ML

Board Enterprise Analytics Modeling (BEAM)AIPremium

Predictive analytics solution to take forecasting to the next level and make Board-based plans more intelligent using AI/ML-driven insights

Persona-Based AI AgentsAI

AI agents trained on high-impact use cases to help teams continuously plan and forecast more confidently

Also in: monday.com, Notion, Airtable

Analytics(7)

Analytical Functions

Out-of-the-box functions to build and enrich analyses, dashboards, or reports including min/max, average, standard deviation, and business-specific algorithms

Drag and Drop Analysis

Build analysis from simple reports to sophisticated performance management applications using drag and drop measures, dimensions, and graphical objects

Drill Anywhere

No more preconfigured drill-down paths; Board automatically proposes possible drill down paths for data exploration

Drill Back to Source Systems

Data federation capabilities allow managing aggregate data in Board while directly accessing information within source systems when drilling down

Drill Through

Drill from one report to another, instantly providing various views and perspectives of analysis on the same set of data

On-the-Fly Calculated Metrics

Create on-the-fly calculated metrics through Excel-like formulas for immediate use in analyses, reports, or dashboards

Time Awareness

Easily deploy on-the-fly historical analysis, comparison, or data contextualization with time-based data sources including previous year, periods, cycles, and moving averages

Also in: Hugging Face, Notion, Smartsheet

Business Logic(1)

Business Rules

Procedures engine allowing configuration of pre-built rules for key business processes including driver-based allocations, eliminations, conversions, and consolidations

Also in: Five

Collaboration(3)

Commentary and File Attachment

Associate any type of file including Word, Excel, PowerPoint, PDF, RTF, and image files with individual cells to qualify numeric or textual information

Enterprise-Wide Collaboration

Share real-time insights across teams and departments

Multi-User Concurrent Data Entry

Simultaneous multi-user data-entry supported through native logical function, spreading changes to all levels of detail with guaranteed data integrity

Also in: Notion, Airtable, Obsidian

Data & Analytics(1)

Board Signals

Make smarter strategic decisions with access to expert-curated external data

Also in: SpyFu, Liftoff, Liftoff

Data Entry(1)

Advanced Data Entry

Comprehensive data-entry capabilities including validation rules, role-based security, cell freezing, calculated fields, drivers, ERP write-back, and data spreading modeling

Data Management(2)

Adaptive Aggregation

Change or add dimensions on-the-fly to instantly re-aggregate all data across new dimension for flexible data modeling

Unified Data View

Multi-layer security model providing cell-level security tailored to individual users, roles, and groups

Also in: monday.com, Notion, Airtable

Distribution(1)

Broadcasting PackagePremium

Additional component to enhance Enterprise Planning solutions

Forecasting(1)

Board ForesightAI

Accelerate business performance and drive continuous planning with greater forecast accuracy

Governance(1)

Business-Led IT-Approved

Explore insights and move fast without breaking things

Infrastructure(3)

Flexible Deployment

Implement Board on-premise, on-hosting, or on-cloud with equal reliability and security, switching models as needed

Parallel EnginesPremium

Additional component to enhance Enterprise Planning solutions

Scalable Architecture

Advanced in-memory server clustering ensures full horizontal scalability with read and write support

Integration(4)

Data Connectivity

Pre-built data connectors minimize the time and effort needed to access and use data from various sources

ERP Database Write-Back

Automatically write back outcomes of any budget/data-entry cycle directly into the ERP database, integrating transactional and planning systems

Office Add-InPremium

Additional component to enhance Enterprise Planning solutions

SAP ConnectorPremium

Integration component for connecting to SAP systems

Localization(1)

Multi-Language Support

View information in different languages based on the user's security profile

Performance(1)

Powerful HBMP Technology

Experience unmatched planning speed and full read/write capabilities with proprietary in-memory technology

Planning(4)

Real-Time Modeling

Modify data models during a planning or forecasting process without affecting users' operations; insert new business units, products, or markets on-the-fly

Reverse Algorithm

Propagate changes across dimensions and hierarchies to calculated fields automatically reflecting changes throughout the system

Scenarios and Versions

Generate unlimited plan versions and scenarios to easily track the evolution of forecasts and plans over time and compare them with results

Simulation

Advanced what-if and what-for analysis capabilities combined with ability to create and manage scenarios to compare business assumptions and simulate future outcomes

Reporting(1)

Excel Formula into Reports

Include Excel-like formulas in any Board tabular report, replicating Excel spreadsheet logic while maintaining Board advantages like data consistency and security

Security(1)

Granular Security

Multi-layer security model providing cell-level security tailored to individual users, roles, and groups

User Experience(1)

Tailored Experience for Every Role

Expertly designed for both c-suite and analyst-level users

User Interface(1)

HTML5 Native Web Technology

Native web technology enables high-performing, gesture-based interaction with drag-and-drop functionality accessible from any device

Workflow(1)

Workflow

Integrated workflow management including conditional alerting and mailing, cell locking, triggered events, data auditing, and validation processes

Pricing

Finance

Custom
  • Faster, more accurate financial insights
  • Accelerated monthly cycles
  • Event-driven scenario planning
  • Flexible collaboration

Supply Chain

Custom
  • Fast, flexible supply chain decisions
  • Optimize inventory positioning
  • Feasible and profitable scenario planning
  • Collaboration beyond the enterprise

Retail

Custom
  • End-to-end merchandising strategy
  • Consumer-centric insights
  • Omni-channel engagement
  • Profitable distribution

Sales

Custom
  • Optimal sales coverage
  • Focused growth plans
  • Predictable revenue forecast
  • Reduced sales cycle time

HR

Custom
  • Attract, develop, and retain talent
  • Balanced and diverse teams
  • Optimized operating model
  • Efficient and productive workforce

Predictive Analytics

Custom
  • Board Enterprise Analytics Modeling (BEAM)
  • AI/ML-driven forecasting insights

Board Add-Ins & Integrations

Custom
  • Office Add-In
  • SAP connector
  • Parallel engines
  • Broadcasting package

Premium Support

Custom
  • Expert customer success support
  • Premium support professionals

Cost Calculator

Pricing data not available for Board. Check their website for current pricing.

Build vs Buy

Should you build a Board alternative or buy the subscription? Estimate based on 39 features.

Buy Board

Better Value
Monthly costContact Sales
3-year totalVaries
Time to deployDays

Build Your Own

Development cost$36,000
Maintenance$540/mo
3-year total$55,440
Dev time~3 months

Buying Board saves ~$55,440 over 3 years vs building.

Estimates based on 39 features and a BuildScore of 4/5. Actual costs vary.

Integrations

3 known integrations

Microsoft ExcelMicrosoft OfficeSAP