Industry Insights 03 Jan 2026 views ( )

Board named a Leader in Gartner\'s Magic Quadrant for Financial Planning Software for the fourth consecutive year

Today, the leading enterprise planning platform announced that the company has been recognized as a Leader. This marks the fourth consecutive year the company has been positioned in the Leaders quadrant.

The Board Enterprise Planning Platform integrates all corporate planning processes, supporting strategic, financial, and operational planning, while providing near real-time analytics and data sharing capabilities. The Board unified planning solution is widely adopted in financial and operational planning across manufacturing, consumer packaged goods (CPG), and retail industries.

"We are proud to be named a Leader once again in the Gartner Magic Quadrant for Financial Planning Software," said Jeff Casale, CEO of Board. "This recognition reflects our ongoing commitment to empowering organizations to unify strategy, finance, and operations on a single platform, enabling teams to plan continuously, make confident decisions, and maintain a competitive edge in an ever-changing world."

At the core of Board's innovation is its next-generation interface, which enables self-service planning and analytics by redefining data visualization, calculations, and dashboarding. The Flex Grid environment offers intuitive formula and dashboard capabilities, supporting large-scale bottom-up and top-down planning. Users can efficiently manage massive datasets, perform detailed forecasting, and conduct rapid, precise scenario modeling within a familiar, Excel-like interface.

Looking ahead, Board’s product roadmap includes role-based, use-case-specific intelligent agents. These agents will serve as collaborative partners with deep domain expertise in financial planning and analysis, financial control, merchandise management, and supply chain planning. Board plans to build a network of specialized role-based agents rather than a single general-purpose AI assistant. Embedded within the Board platform, these agents will leverage the same data models, business hierarchies, and calculation logic used daily by customers, enabling them to independently complete tasks with minimal guidance.

"What we're building is not just an AI feature," said David Marmer, Senior Vice President of Products at Board. "We believe this represents an evolution in how enterprises plan, decide, and execute. A suite of intelligent agents tailored to specific roles and use cases will work alongside humans to enable more continuous, intelligent, and reliable planning."

Visit to access a free copy of the full Gartner report.

[1] Gartner, "Magic Quadrant for Financial Planning Software," by Regina Crowder, Sid Sahoo, Mike Lashinsky, December 1, 2025.

Gartner Disclaimer:

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

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 designations. 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.

About Board

Board is an enterprise planning platform designed to improve business performance, enable continuous planning, and drive confident, consistent decision-making. It supports more accurate forecasting through real-time visibility into internal and external data, unifying finance and operations around a single source of truth. By delivering AI-enhanced experiences tailored to each role, teams can continuously make smarter decisions to achieve predictable and profitable business outcomes. That’s why forward-thinking global brands such as H&M, BASF, Burberry, Toyota, Coca-Cola, and HSBC, along with thousands of other organizations, trust Board to confidently navigate complex markets. For more information, visit.

Disclaimer: This content is shared for informational purposes only and does not represent the views of this website. For more details, please refer to the official original release from the brand.