Board: finance consolidation software platform
Board publishes no prices. Checked 16 October 2026, its Plans and Pricing page says one size does not fit all and carries eight separate Request pricing entries, one per solution area plus add-ins and Premium Support. Buy it if you plan across finance and operations on one model. Skip it if you want a single platform fee.
Board in brief
Board publishes no prices.
- Price
- None, quote only · Custom quote, requested separately per solution area
- Best for
- Enterprises unifying financial and operational planning on one platform
- Watch out for
- You give up a single number, and that is a structural consequence of how Board sells rather than a gap in its website.
The short answer
Buy Board if the plan you need spans more than finance: financial planning, close and consolidation, supply chain, retail merchandising, sales and HR workforce planning all sit on one platform, so a change in demand can move a financial forecast without an export in between. That cross-functional single model is the reason enterprises shortlist it.
Skip it if you want one platform fee rather than a negotiation per use case, because the pricing page takes a separate request for each solution area and again for predictive analytics, add-ins and support. Skip it too if you only need finance planning and nothing else, since you will be buying an enterprise platform for a departmental job, and if a self-serve trial is how you evaluate software, because none is offered.
Where Board fits
Board sells one platform underneath many planning jobs, and that breadth is both the product and the price problem. The pricing page is organised by what you want to plan rather than by tier: finance, supply chain, retail, sales and HR each get their own entry. Under finance it names financial planning and analysis, planning, budgeting and forecasting, management reporting and analysis, and financial close, consolidation and reporting, which Board abbreviates to FCCR. So consolidation and planning are the same platform here rather than two products bolted together.
The cross-functional case is the honest reason to look. If your demand plan and your financial forecast live in different systems, reconciling them is somebody's week every month. Board's position is that supply chain planning, merchandise financial planning, sales coverage planning and workforce planning all run on the same multidimensional engine as the financial plan, so a scenario can be traced from a volume assumption to a margin outcome. For a manufacturer, a retailer or a CPG business, that is a structural argument rather than a feature list.
Agentic AI is how Board currently frames the platform, and the agents are named by role: an FP&A Agent, a Controller Agent, a Merchandiser Agent, a Supply Chain Agent and an Architect Agent, alongside Board Foresight and Board Signals. Board describes the design goal as agents that understand, reason, recommend and act with human oversight, governance and accountability. Treat the governance half of that sentence as the thing to test, because an agent that can act on a plan is a control question before it is a productivity one.
Deployment is a real choice here rather than a legacy footnote. Board offers both cloud and on premise, and keeps a Cloud versus On Premise page in its platform menu. For a business with data residency rules or an existing on-premises estate, that optionality is worth a lot. It also means the licence basis and the support charge can differ between the two routes, so the deployment decision and the commercial decision are the same conversation.
On positioning, Board plays at the upper mid-market and enterprise end. It says it is recognised as a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software, a Challenger in the Magic Quadrant for Financial Close and Consolidation Solutions, and is included in the Magic Quadrant for Supply Chain Planning Solutions, and the customer stories it publishes are large multinationals. Read that as a signal about implementation weight as much as capability: this is a platform you staff a project for, not a tool a controller switches on.
Board pricing
Board publishes no prices. Checked on 16 October 2026, the Plans and Pricing page says that when it comes to planning, one size does not fit all, and offers a customized quote. There is no list price, no starting price and no published licence metric. What the page does publish is the shape of the commercial conversation, and that is unusually informative: eight separate Request pricing entries, one each for finance, supply chain, retail, sales, HR and predictive analytics, plus one for add-ins and integrations and one for Premium Support. In other words, the quote is assembled per use case rather than drawn from a tier.
Four things move the number, and the first is simply how much of the platform you buy.
- How many solution areas you license. Finance, supply chain, retail, sales and HR are each requested separately even though the platform underneath is one system. Ask for every area costed on its own line, including the ones you expect to add in year two, so you can see the marginal cost of a second planning use case rather than discovering it at renewal when your negotiating position is worse.
- Whether predictive analytics is in scope. Board Enterprise Analytics Modeling, which Board abbreviates to BEAM, has its own Request pricing entry, so AI and machine learning driven forecasting is not automatically part of a planning quote. If the business case you presented internally rested on better forecasts, confirm in writing that BEAM is included rather than assuming forecasting is covered by the platform.
- Which add-ins and integrations you need. Board lists the Office Add-In, the SAP connector, parallel engines and a broadcasting package as a chargeable group. If your planners work in Excel or your ledger is SAP, those are not optional extras for you, and they belong in the first quote rather than in a change order six months in.
- Deployment and support level. Board sells both cloud and on premise, and Premium Support is a separate request, which tells you the support in a base quote is the standard level. Ask for the same scope priced both ways, including who pays for infrastructure on premise, and ask what response times each support level carries before you decide the standard one will do.
What costs extra
- Board add-ins and integrations, listed as additional components: the Office Add-In, the SAP connector, parallel engines and a broadcasting package. No price is published for any of them.
- Predictive analytics through Board Enterprise Analytics Modeling, quoted as its own line.
- Premium Support, offered on top of the support included with a subscription, with no published price.
- Each additional solution area, since finance, supply chain, retail, sales and HR are separate pricing requests rather than modules inside one fee.
Implementation and commercial terms
The rows below are what Board's own pricing page confirms as of 16 October 2026. The page returned a normal response and was read in full: it carries eight pricing requests and no figures of any kind, so read the absences as questions for sales rather than as reassurance.
- Published price
- None, quote only. Eight separate Request pricing entries.
- Licence metric
- Not published. Ask whether it is named users, user types, modelled data volume or engine capacity.
- Solution areas
- Finance, supply chain, retail, sales and HR, each requested separately.
- Deployment
- Cloud and on premise are both offered, with a Cloud versus On Premise comparison on the site.
- Implementation fee
- None published. The page routes every request to a conversation about your challenges instead.
- Support
- Standard support comes with a subscription; Premium Support is a separate request.
- Free trial
- None listed. The calls to action are Get a demo, Watch a demo and Talk to an expert.
Budget Board as a platform plus a set of use cases, and insist that the quote is itemised that way. Get the licence metric named explicitly, because none is published and the metric decides whether your costs rise with headcount, with data volume or with entities. Get each solution area, BEAM, the Excel and SAP components and Premium Support on separate lines, and ask for the same scope quoted for cloud and for on premise. Then benchmark it: OneStream and Anaplan are the usual head-to-heads at this size and neither publishes a price either, so the discipline has to come from running a real competitive process rather than from any published figure.
Source: the Board plans and pricing page, checked 16 October 2026. Confirm current prices with the vendor before you budget.
What Board gives up
You give up a single number, and that is a structural consequence of how Board sells rather than a gap in its website. With eight separate pricing requests, the total depends on a scope conversation per use case, so comparing Board against a competitor means normalising two differently shaped quotes before you can compare anything. Budget evaluation time for that work, and insist on one summary page that lists every line, because a quote delivered as five documents is a quote you cannot govern.
You give up the assumption that forecasting is included. Predictive analytics through Board Enterprise Analytics Modeling is its own pricing request, which means the machine learning driven forecasting that tends to carry the internal business case is a separate purchase decision from the planning platform. Find out early, because discovering it after the board has approved a planning budget is an awkward second conversation.
You give up the Excel and SAP connections as standard. The Office Add-In and the SAP connector are listed among the add-ins and integrations rather than in the base platform. For a finance team whose planners live in Excel, or a group whose ledger is SAP, those are requirements rather than extras, so the realistic entry price includes them. Ask for them in the first quote and ask what happens to the add-in licence if your user count grows.
You give up a trial, and with it the chance to test the platform before committing. Board lists no free trial: the routes in are Get a demo, Watch a demo and Talk to an expert. Since the thing you are buying is a multidimensional model built around your own planning process, a demo on Board's data tells you little about yours. Ask for a scoped proof of concept with your own data and your own worst reconciliation, and expect to find project time for it.
You give up lightness, which is the honest trade for the breadth. A platform that unifies finance, supply chain, retail, sales and HR planning is a platform you implement with a project team, a model design and a change programme, and its reference customers are large multinationals. A fifteen-person finance function that only needs budgeting and a rolling forecast is buying machinery it will not use, and should compare Cube or Jedox before it goes further.
How Board compares
Nobody at this end of the market publishes a rate, so the comparison is about shape rather than price. Board splits the quote by solution area. OneStream has no public pricing page at all. Anaplan redirects its pricing page to a contact form and licenses by application and user type. CCH Tagetik could not be checked, because every request to its pages was refused. Every cell below comes from that vendor's own pricing source, checked on the date in its own record.
| Tool | Best for | Price | Where it breaks |
|---|---|---|---|
| Board | Enterprises planning finance, supply chain, retail, sales and HR on one multidimensional model | Not published, quote only | Eight separate pricing requests, with predictive analytics, the Office Add-In and the SAP connector quoted apart |
| OneStream | Large groups consolidating financial close, planning and ESG reporting on one platform | Not published, quote only | No public pricing page at all, and Solution Exchange apps are priced separately |
| Anaplan | Connected planning across finance, sales, supply chain and workforce use cases | Not published, quote only | Each application raises the contract, and large models can need extra workspace capacity |
| CCH Tagetik | Groups wanting consolidation, disclosure and tax reporting from one Wolters Kluwer vendor | Not published; the vendor's pages could not be accessed on 16 October 2026 | Nothing about packaging or licence metric could be verified from the vendor's own site |
What to test in a Board demo
Board lists no free trial, so this is a demo and a scoped proof of concept, and the commercial half matters as much as the product half. Nothing is published about the licence metric, so the single most valuable outcome of the first two calls is getting that metric named in writing.
- Bring the reconciliation that costs you the most time. Pick the place where an operational plan and a financial plan disagree, a demand forecast against a revenue forecast or a merchandise plan against a margin target, and make the demo run it on one model. The cross-functional single model is the product's central claim, so test the claim rather than the dashboards.
- Get the licence metric named, explicitly, in the first or second conversation. Ask whether the quote is driven by named users, user types, modelled data volume or engine capacity, where the tier boundaries sit, and what happens when you cross one mid-term. Nothing is published, so this is the question that determines whether your costs grow with headcount, data or entities.
- Ask for every solution area priced on its own line, including the ones you are not buying yet. Finance, supply chain, retail, sales and HR are separate requests, so you want to see the marginal cost of adding a second area in year two while your bargaining position is still strong. Ask the same question about Board Enterprise Analytics Modeling, so forecasting is priced rather than assumed.
- Put the Excel and SAP components into the first quote. The Office Add-In, the SAP connector, parallel engines and the broadcasting package are listed as additional components, so if your planners work in spreadsheets or your ledger is SAP, have them demonstrated and priced now. Watch a planner submit from the Excel add-in and verify what lands in the model.
- Test the agents as a control question and settle deployment. Ask what an FP&A Agent or a Controller Agent is permitted to change, who approves it, and what the audit trail records, since Board describes agents that act with human oversight and accountability. Then ask for the same scope quoted for cloud and for on premise, with Premium Support priced separately and response times stated, along with exit terms and model export rights.
Frequently asked questions about Board
How much does Board cost?
Board publishes no prices. As of 16 October 2026 its Plans and Pricing page says one size does not fit all and offers a customized quote, with a separate Request pricing form for each solution area, for add-ins and integrations, and for Premium Support. Every figure comes from a sales conversation.
Does Board publish plans or pricing tiers?
No priced tiers exist. The page is organised by what you want to plan, from finance to supply chain, retail, sales and HR, and each entry leads to a pricing request rather than a rate card. Ask for each area costed on its own line so you can see what a second use case adds.
What is Board used for?
Planning and analysis across finance and operations on one platform. Under finance it covers financial planning and analysis, planning, budgeting and forecasting, management reporting, and financial close, consolidation and reporting. It also carries supply chain, retail merchandising, sales and HR workforce planning on the same model.
Does Board handle financial close and consolidation?
Yes. Financial close, consolidation and reporting, which Board abbreviates to FCCR, is listed under its finance solutions alongside planning and management reporting, so consolidation and planning run on the same platform rather than as separate products. Pricing for the finance area is requested rather than published.
Is AI forecasting included in a Board quote?
Not automatically. Predictive analytics through Board Enterprise Analytics Modeling, which Board shortens to BEAM, carries its own Request pricing entry. If your business case rests on machine learning driven forecasting, confirm in writing that BEAM is in the quote rather than assuming the platform covers it.
Does Board work with Excel and SAP?
Both are available, and both are listed as chargeable components. Board groups the Office Add-In, the SAP connector, parallel engines and a broadcasting package under add-ins and integrations. If your planners work in Excel or your ledger is SAP, get those priced in the first quote.
Can Board be deployed on premise?
Yes. Board offers both cloud and on premise deployment and keeps a Cloud versus On Premise comparison in its platform menu. Because no licence basis is published, ask for the same scope quoted both ways, including who pays for infrastructure and what the support charge becomes.
Is Board support included?
Standard support comes with the subscription, and Premium Support is a separate pricing request with no published figure. That means a base quote carries the standard level. Ask what response times each level provides before you decide the included support is enough for your close calendar.
Is there a free trial of Board?
No. Board lists no free trial as of 16 October 2026: the calls to action are Get a demo, Watch a demo and Talk to an expert. Since the value depends on a model built around your own planning process, ask for a scoped proof of concept on your own data.
What are Board Agents and who controls them?
Board names agents by role, including an FP&A Agent, a Controller Agent, a Merchandiser Agent, a Supply Chain Agent and an Architect Agent, and describes agentic AI that recommends and acts with human oversight, governance and accountability. Ask what each agent may change, who approves it, and what the audit trail records.