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FutureView Systems

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What FutureView Systems is

FutureView Systems provides corporate performance management software for budgeting, planning, forecasting, and financial analysis. Its web-based cloud platform centralizes ERP, general-ledger, CRM, and other system data, while automating data structuring and repetitive finance tasks to reduce manual aggregation and reporting. Teams can create detailed budgets, forecasts, unlimited what-if scenarios, and custom planning templates. Budget owners collaborate with version control and role-based access restrictions. The Finance Excel Add-in provides access to transactional-level details from integrated systems. FutureView Foundation connects directly with NetSuite and QuickBooks Online without IT or developer assistance; Foundation data can also be viewed in Excel, Tableau, Power BI, or an FP&A platform. FutureView says implementation can take weeks rather than months, depending on the ERP. Delivery is cloud-based with secure sign-on and no on-premise hardware requirement. Customer data is hosted on AWS, with stated controls including MFA, encryption, access logging, and 24/7 monitoring. Pricing is available on request, and additional Foundation user licenses may be required.

Who it suits

It suits finance teams that need budgeting, forecasts, scenario planning, and reporting across connected business systems. Organizations using NetSuite or QuickBooks Online may find Foundation's direct integrations relevant.

What it does well

  • Centralizes ERP, ledger, CRM, and other system data.
  • Supports unlimited what-if scenarios and custom templates.
  • Budget owners get version control and role-based access.
  • Foundation connects directly with NetSuite and QuickBooks Online.
  • Cloud delivery requires no on-premise hardware.

What to know first

  • Pricing is available only on request.
  • Additional Foundation user access licenses may be required.
  • Implementation timing depends on the ERP.

Limits

Foundation may require additional user access licenses. FutureView's implementation timing depends on the ERP.

Plans

PlanBilled and limitsPrice
FutureView FoundationCloud-based direct integration · Excel Add-in or third-party viewer · additional user access licenses may be requiredOn request
FutureView PlatformFoundation plus Jedox OLAP · detailed reports · forecasts and annual budgetsOn request

As futureviewsystems.com lists them, read 1 Oct 2026. The maker's own page has the final word.

Getting started

  1. Visit the FutureView CPM software website.
  2. Choose between FutureView Foundation and FutureView Platform.
  3. Use the web-based cloud service with secure sign-on.
  4. For Foundation, connect NetSuite or QuickBooks Online directly, or use its Excel Add-in or a third-party viewer.
  5. Use Excel, Tableau, Power BI or an FP&A platform to view Foundation data.

Verdict

FutureView brings planning, analysis, collaboration, and system data into a cloud-based finance workflow. Ask about pricing, licensing, and implementation timing for your ERP and user needs.

Questions

How much does FutureView cost?

Pricing is available on request. FutureView also offers implementation, financial-strategy and board-management services, with service pricing depending on what is required.

What is the difference between Foundation and Platform?

Foundation includes cloud-based direct integration and an Excel Add-in or third-party viewer; additional user access licenses may be required. Platform adds Jedox OLAP, detailed reports, forecasts and annual budgets.

What can teams do with FutureView?

The software supports budgeting, planning, forecasting, financial analysis, management reporting, financial consolidation and scenario modeling. It includes unlimited what-if scenarios and custom planning templates.

Which systems and viewers does it work with?

Foundation integrates directly with NetSuite and QuickBooks Online. Foundation data can be consumed in Excel, Tableau, Power BI or an FP&A platform.

Which platforms does FutureView support?

FutureView is delivered through the web as a cloud service, with secure sign-on and no on-premise hardware requirement.

What security and compliance measures does FutureView describe?

Its stated controls include MFA, role-based access control, encryption at rest and in transit, access logging and 24/7 monitoring. FutureView says its operational and technical controls support EU GDPR compliance.

Facts from FutureView Systems's own pages

Analytics viewers
Foundation data can be consumed in Excel, Tableau, Power BI or an FP&A platform. · futureviewsystems.com, 1 Oct 2026
Automation
The software automates data structuring and repetitive finance tasks to reduce manual aggregation and reporting time. · futureviewsystems.com, 1 Oct 2026
Collaboration controls
Budget-owner collaboration is supported with version control and role-based access restrictions. · futureviewsystems.com, 1 Oct 2026
Compliance
FutureView states that its operational and technical controls support compliance with EU GDPR. · futureviewsystems.com, 1 Oct 2026
Data centralization
The platform centralizes ERP, general-ledger, CRM and other system data for planning and analysis. · futureviewsystems.com, 1 Oct 2026
ERP integrations
FutureView Foundation integrates directly with NetSuite and QuickBooks Online without requiring IT or developer assistance. · futureviewsystems.com, 1 Oct 2026
Excel integration
The Finance Excel Add-in provides access to dynamic transactional-level details from integrated systems. · futureviewsystems.com, 1 Oct 2026
Implementation
FutureView says customers can be up and running in weeks rather than months, depending on the ERP. · futureviewsystems.com, 1 Oct 2026
Purpose
FutureView provides corporate performance management software for budgeting, planning, forecasting and financial analysis. · futureviewsystems.com, 1 Oct 2026
Scenario planning
The platform supports detailed budgets, forecasts, unlimited what-if scenarios and custom planning templates. · futureviewsystems.com, 1 Oct 2026
Security controls
FutureView's security policy specifies MFA, role-based access control, encryption at rest and in transit, access logging and 24/7 monitoring. · futureviewsystems.com, 1 Oct 2026
Security hosting
Customer data is hosted on Amazon Web Services and FutureView says it follows AWS security best practices. · futureviewsystems.com, 1 Oct 2026
Support
FutureView offers implementation, financial-strategy and board-management services, with pricing dependent on the services required. · futureviewsystems.com, 1 Oct 2026
Web delivery
FutureView describes its software solutions as cloud and web-based with secure sign-on and no on-premise hardware requirement. · futureviewsystems.com, 1 Oct 2026

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