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The 2025 Gartner® Critical Capabilities for Financial Planning Software

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The 2025 Gartner® Critical Capabilities for Financial Planning Software accompanies the 2025 Gartner® Magic Quadrant™ for Financial Planning Software. In our opinion, it helps CFOs shortlist financial planning software solutions by evaluating them against ten core capabilities and three common Use Cases.  

In the 2025 Gartner® Critical Capabilities for Financial Planning Software, you can gain deeper insight and a broader perspective into vendor products and services . 

Complete the form to download the Critical Capabilities report now and:

  • Learn how the financial planning software market is developing
  • Get practical recommendations on evaluating and selecting financial planning software
  • Discover how Board performed across three key Use Cases
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Five Visionary Trends Redefining FP&A

FP&A Trends Insights Paper – Series 2026

The Agency Shift

The shift is not about speed. It is about initiation.

Transfer of analytical initiation from humans to systems, while accountability, judgment, and decision ownership remain explicitly human.

Autonomy Requires Three Conditions

If systems act first, governance must be defined first. If one fails, autonomy collapses.

Autonomy scales by trust.

Autonomous FP&A is the operating state these trends create together.

Five Forces Reshaping FP&A

  • FP&A capacity absorbed by manual effort: 46%
  • Time spent on decision support: 31%
  • Can update a forecast within one day: 46%
  • Teams describe themselves as merely coping: 54%

This is not a capacity issue. It is an operating model constraint.

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Gartner, Critical Capabilities for Financial Planning Software, by Regina Crowder, Vaughan Archer, Matthew Mowrey, Michelle Carlsen, 2, December 2025.

Gartner does not endorse any vendor, product or service depicted in its research publications and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Gartner is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally and is used herein with permission. All rights reserved.

This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Board International.

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