Board
by Board International · FP&A & Budgeting
Enterprise planning platform unifying FP&A, budgeting, forecasting and consolidation with AI agents.
Updated August 2026 · By the ERP Research Editorial Team · Independent and vendor-neutral.
- Works with
SAP
Oracle- Deployment
- Cloud, On-premise, Hybrid
- Company size
- Mid-market, Enterprise
- Pricing
- Quote-based
- Founded
- 1994
- Headquarters
- Chiasso, Switzerland / Boston, United States
Overview
Board is an enterprise planning platform, positioned by its vendor Board International as a unified system for financial and operational planning across FP&A, budgeting, forecasting, financial consolidation and close, and supply chain and retail planning. Founded in 1994 and headquartered jointly in Chiasso, Switzerland and Boston, Massachusetts, the company reports more than 2,000 customers worldwide and was named a Leader in the 2025 Gartner Magic Quadrant for Financial Planning Software. Board is privately held; Nordic Capital acquired a majority stake in 2019 following an earlier minority investment from Grafton Capital in 2016, and Board acquired predictive-analytics vendor Prevedere in December 2024.
The core finance suite covers driver-based planning, budgeting and rolling forecasts, cash flow forecasting, capital planning, strategic long-range planning, and financial close/consolidation/reporting (FCCR), including intercompany reconciliation, disclosure management (XBRL/iXBRL), lease accounting under IFRS 16/ASC 842, and tax reporting (ETR, Pillar 2, CbCR). Board layers a set of named AI agents on top of this suite -- an FP&A Agent, Controller Agent, Merchandiser Agent and Supply Chain Agent -- plus a forecasting add-on called Board Foresight (built on the 2024 Prevedere acquisition) that draws on more than 5 million external economic datasets across 168 industries, and a lighter-weight Board Signals module for tracking industry/macro indicators.
Board connects to ERP and CRM systems (it names SAP, Oracle and Salesforce as systems of record), enterprise data platforms (Snowflake, Databricks, Microsoft Fabric, Azure Data Factory/ADLS) and cloud infrastructure (AWS, Google Cloud, Azure), without publicly documenting individual ERP connector certifications the way some competitors do. It can be deployed on Microsoft Azure cloud (26 data centers across 5 continents), on-premise, or via managed hosting, and its infrastructure carries ISO 27001/27017/27018, SOC 1/SOC 2/SOC 3, HIPAA and FedRAMP coverage.
Screenshots & demo
Screenshots sourced from Board International.
Features & capabilities
Planning, Budgeting & Forecasting
Core FP&A planning cycle with driver-based models.
- Driver-based planning with unlimited dimensions
- Annual budgeting and rolling forecasts
- Drill-down/drill-through on budgets and plans
- Pre-built connectors for ERPs and cloud/big-data sources
- Embedded machine learning for correlation detection and predictions
- Industry-specific, customizable KPI models
FP&A & AI Agents
AI agent layered on the FP&A workflow for analysis and narrative.
- FP&A Agent for profitability and performance-driver analysis
- Guided planning with contextual recommendations
- Automated executive narrative generation from plan/actuals data
- Cash flow forecasting and liquidity-risk scenario evaluation
- Causal EBITDA analysis (revenue, price, volume, mix, cost)
- Cross-statement coherence checks with the Controller Agent
Financial Close & Consolidation (FCCR)
Multi-entity consolidation, close automation and statutory reporting.
- Controller Agent for close and consolidation automation
- Intercompany reconciliation and account-mapping assistants
- Currency translation and eliminations
- Disclosure management with XBRL/iXBRL filing support
- Lease accounting (IFRS 16 / ASC 842)
- Tax reporting: ETR, Pillar 2, CbCR
- ESG/CSRD sustainability data collection and reporting
Predictive Forecasting (Board Foresight & Signals)
External-data-driven forecasting and macro/industry signal tracking, built on the Prevedere acquisition.
- Scenario-based forecasting (baseline/optimistic/pessimistic)
- Access to 5M+ external economic and market datasets across 168 industries and 8 macro sectors
- Autonomous hypothesis testing for structural/causal changes
- Econometric and operational forecasting blend
- Smart alerts on macro headwinds and tailwinds
- Industry outlook scoring and early-warning dashboards
Data Integration & Platform
Connectivity, deployment and governance underpinning the planning models.
- Connectors to ERP/CRM systems of record (named: SAP, Oracle, Salesforce)
- Connectivity to Snowflake, Databricks, Microsoft Fabric, Azure Data Factory/ADLS
- Cloud (Azure), on-premise, or managed-hosting deployment
- Role-based access and fine-grained data security
- Board for Microsoft 365 (Excel-integrated planning)
- Model lifecycle and change-promotion governance with full audit trail
Common use cases
- Running annual budgeting and rolling forecasts with driver-based, multi-dimensional models
- Automating financial close and multi-entity consolidation across dozens of legal entities
- Building AI-generated executive narratives explaining plan variances and EBITDA drivers
- Producing cash flow forecasts and identifying emerging liquidity risk across scenarios
- Incorporating external macroeconomic and industry indicators into long-range financial plans
- Managing statutory disclosure and XBRL/iXBRL filing alongside group consolidation
- Aligning finance, supply chain and retail planning on a shared connected-planning model
Strengths & considerations
Strengths
- Single unified modeling engine spanning FP&A, consolidation, and operational/retail/supply-chain planning, versus vendors that run planning and consolidation as separately architected products
- Board Foresight forecasting layer (from the 2024 Prevedere acquisition) natively embeds 5M+ external economic datasets into planning rather than requiring a separate econometrics tool
- Named, persona-based AI agents (FP&A, Controller, Merchandiser, Supply Chain) built into the core workflow rather than a single general-purpose assistant
- Deployable on cloud, on-premise, or managed hosting with the same platform, rather than cloud-only
- Long operating history (founded 1994) with 2,000+ customers and recognition as a Gartner Magic Quadrant Leader for Financial Planning Software (2025)
ERP integrations
Pricing
Board does not publish pricing; the vendor states pricing is customized per customer's modules and requirements and requires a sales conversation. Get an independent shortlist with pricing guidance below.
Technical & security
- Hosting
- Microsoft Azure (cloud); self-hosted or managed hosting also offered
- Compliance
- ISO 27001, ISO 27017, ISO 27018, ISO 9001, SOC 1, SOC 2, SOC 3, HIPAA, FedRAMP
- Languages
- English, French, German, Spanish, Italian, Japanese
About the vendor
- Founded
- 1994
- Headquarters
- Chiasso, Switzerland / Boston, United States
- Ownership
- Private (majority stake held by Nordic Capital since 2019)
- Notable customers
- Groupe SEB, L'Oreal, Very Group, Velcro Companies, Volkswagen, Kimberly-Clark, Kraft Heinz, Coca-Cola Europacific Partners, Burberry, Toyota, Tetra Pak, Hapag-Lloyd, BASF
Alternatives to Board in FP&A & Budgeting
Board — frequently asked questions
What ERPs does Board integrate with?
Board names SAP and Oracle as systems-of-record it connects to for data integration, alongside Salesforce as a CRM source and platforms like Snowflake, Databricks and Microsoft Fabric. The vendor does not publish per-ERP certification or connector detail the way some FP&A competitors do.
Is Board cloud-only or can it run on-premise?
Board can be deployed on Microsoft Azure cloud, on-premise, or via managed hosting, and the vendor states customers can switch models as their needs change.
How is Board priced?
Board does not publish pricing. It is quote-based, tailored to the modules and functional areas (finance, supply chain, retail, HR, etc.) a customer selects.
What is Board Foresight?
Board Foresight is an AI-driven forecasting capability, built on Board's 2024 acquisition of Prevedere, that combines econometric modeling with more than 5 million external economic and market datasets across 168 industries to inform scenario-based planning.
Who owns Board International?
Board International is privately held. Nordic Capital acquired a majority stake in 2019, after Grafton Capital took a minority position in 2016. The company was founded in 1994 in Chiasso, Switzerland.
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