Best Enterprise Budgeting and Forecasting Software

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 337

Category Stats (Oct 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cash Flow Frog (+1.75%) - Among all products in this category, Cash Flow Frog recorded the largest rating increase compared to last month

Last updated: October 15, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 14,700+ Authentic Reviews
  • 337+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Budgeting and Forecasting Software

G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence

Highlighted products: Anaplan, Adaptive from Workday, IBM Planning Analytics, OneStream - Unified EPM, Planful, Workiva, CCH Tagetik, and Datarails.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=anaplan&focus%5B%5D=adaptive-from-workday&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=onestream-unified-epm&focus%5B%5D=planful&focus%5B%5D=workiva-workiva&focus%5B%5D=cch-tagetik&focus%5B%5D=datarails&segment=enterprise)

Anaplan

Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management.

Average Rating: 4.6/5.0

Total Reviews: 423

How Do G2 Users Rate Anaplan?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Anaplan?

  • Seller: Anaplan
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Miami, FL
  • Twitter: @anaplan
    21,768 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,020 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager, Senior Consultant
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 52% Large, 34% Medium

What Do G2 Reviewers Say About Anaplan?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Anaplan, highlighting its intuitive interface for both end users and developers.
  • Users admire Anaplan's impressive flexibility, allowing it to adapt seamlessly to diverse business processes and needs.
  • Users appreciate Anaplan for its user-friendly interface and versatility in various planning and forecasting applications.
  • Users value the efficiency of Anaplan, finding it adaptable and easy to implement across various organizational processes.
  • Users value Anaplan for its user-friendly planning capabilities, enabling seamless collaboration and quick implementation across teams.
Cons
  • Users report expensive licensing and performance limitations with Anaplan, complicating scalability and overall functionality.
  • Users note the missing features in Anaplan that hinder effective development and user experience enhancement.
  • Users experience a steep learning curve with Anaplan, which can hinder early adoption and usability for new users.
  • Users report performance issues with Anaplan, citing clunky models and slow calculations affecting efficiency.
  • Users find a lack of features in Anaplan, feeling essential tools are either missing or behind paywalls.

What Are Recent G2 Reviews of Anaplan?

What Are G2 Users Discussing About Anaplan?

Adaptive from Workday

Adaptive from Workday gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 447

How Do G2 Users Rate Adaptive from Workday?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.5/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Adaptive from Workday?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About Adaptive from Workday?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users appreciate the structure, flexibility, and transparency provided by Workday Adaptive Planning for financial planning and forecasting.
Cons
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find a steep learning curve with Workday Adaptive Planning, requiring significant training to navigate effectively.
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Adaptive from Workday?

What Are G2 Users Discussing About Adaptive from Workday?

IBM Planning Analytics

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations.

Average Rating: 4.4/5.0

Total Reviews: 234

How Do G2 Users Rate IBM Planning Analytics?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 49% Large, 37% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

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OneStream - Unified EPM

OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning.

Average Rating: 4.6/5.0

Total Reviews: 150

How Do G2 Users Rate OneStream - Unified EPM?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.6/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.4/10 (Category avg: 8.8/10)

Who Is the Company Behind OneStream - Unified EPM?

  • Seller: OneStream Software
  • Company Website:
  • HQ Location: Birmingham, MI
  • Twitter: @OneStream_Soft
    2,189 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,681 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 62% Large, 28% Medium

What Do G2 Reviewers Say About OneStream - Unified EPM?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of OneStream, enjoying its intuitive workflows and easy learning curve.
  • Users value the flexibility and extensibility of OneStream for managing data across various needs and departments.
  • Users value the flexibility of OneStream, benefiting from its versatile and extensible EPM capabilities.
  • Users appreciate the robust reporting capabilities of OneStream, fostering creativity and connectivity across departments.
  • Users value the flexibility and versatility of OneStream, meeting diverse finance needs efficiently on a unified platform.
Cons
  • Users note a steep learning curve with OneStream, finding the system complex without solid background knowledge.
  • Users find the steep learning curve challenging, as some concepts aren't intuitive and require more in-depth training.
  • Users find the steep learning curve challenging, especially for non-technical individuals, requiring considerable time and effort.
  • Users find the complexity of OneStream daunting, especially with dashboarding and writing business rules without extensive knowledge.
  • Users find dashboard limitations challenging, citing difficulty in performance and lack of design flexibility.

What Are Recent G2 Reviews of OneStream - Unified EPM?

What Are G2 Users Discussing About OneStream - Unified EPM?

Planful

Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform.

Average Rating: 4.3/5.0

Total Reviews: 500

How Do G2 Users Rate Planful?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Planful?

  • Seller: Planful
  • Company Website:
  • Year Founded: 2000
  • HQ Location: San Francisco, CA
  • Twitter: @Planful
    7,546 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    548 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Hospital & Health Care
  • Company Size: 48% Medium, 45% Large

What Do G2 Reviewers Say About Planful?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Planful, appreciating its user-friendly interface and fast initial setup.
  • Users value the powerful reporting capabilities of Planful, enhancing workflow and boosting productivity effectively.
  • Users value the reporting efficiency of Planful, enabling streamlined processes and enhancing overall productivity.
  • Users appreciate the automation capabilities of Planful, which streamline planning, forecasting, and reporting processes effectively.
  • Users appreciate the user-friendly UI/UX and powerful automation features of Planful, enhancing efficiency and team onboarding.
Cons
  • Users find the steep learning curve of Planful challenging, especially for advanced functions and initial setup.
  • Users find the steep learning curve with Planful's advanced functions to be challenging, especially for beginners.
  • Users find the missing features of Planful limit functionality, particularly in reporting options and user access controls.
  • Users find the user interface not intuitive, making report customization and edits challenging within Planful.
  • Users note a need for improvements in planning modules and clearer documentation to enhance the overall experience.

What Are Recent G2 Reviews of Planful?

What Are G2 Users Discussing About Planful?

Workiva

Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations.

Average Rating: 4.5/5.0

Total Reviews: 2,246

How Do G2 Users Rate Workiva?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.1/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Workiva?

  • Seller: Workiva
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Ames, Iowa
  • Twitter: @Workiva
    5,277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Reporting Manager, Senior Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 56% Large, 28% Medium

What Do G2 Reviewers Say About Workiva?

AI-generated summary from verified user reviews

Pros
  • Users find Workiva to be super easy and intuitive to use, making updates and reviews seamless.
  • Users value the efficient collaboration features of Workiva, enhancing teamwork and streamlining their reporting processes.
  • Users praise Workiva for its intuitive linking tool that streamlines financial reporting and saves significant time.
  • Users appreciate the real-time collaboration features of Workiva, enhancing team efficiency and simplifying report management.
  • Users appreciate the strong integration of reporting, making compliance and analytics intuitive and efficient.
Cons
  • Users feel there are missing features in Workiva, particularly regarding integration and support for various reporting needs.
  • Users note a significant learning curve with Workiva, requiring time and experience to navigate the platform effectively.
  • Users find the learning difficulty challenging, especially for those who are less tech-savvy and require dedicated time.
  • Users find Workiva's limited functionality frustrating, particularly lacking features like pivot tables and intuitive editing.
  • Users find Workiva's limitations frustrating, especially lacking features like pivot tables and seamless Office integration.

What Are Recent G2 Reviews of Workiva?

CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

Average Rating: 4.3/5.0

Total Reviews: 89

How Do G2 Users Rate CCH Tagetik?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.3/10 (Category avg: 8.8/10)

Who Is the Company Behind CCH Tagetik?

  • Seller: Wolters Kluwer
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Alphen Aan Den Rijn, The Netherlands
  • Twitter: @Wolters_Kluwer
    17,786 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22,401 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Banking, Insurance
  • Company Size: 53% Large, 28% Medium

What Do G2 Reviewers Say About CCH Tagetik?

AI-generated summary from verified user reviews

Pros
  • Users find CCH Tagetik to be an easy to use platform, streamlining daily tasks and optimizing workflows effortlessly.
  • Users appreciate the efficiency of CCH Tagetik, simplifying financial processes and enhancing budget forecasting effortlessly.
  • Users praise CCH Tagetik for its robust and user-friendly features, enhancing efficiency and simplifying financial processes.
  • Users value the powerful reporting features of CCH Tagetik, enabling quick implementation and seamless data integration.
  • Users appreciate the robust data management capabilities of CCH Tagetik, enhancing efficiency and streamlining financial processes.
Cons
  • Users find the learning curve steep, requiring significant effort and training for effective use of CCH Tagetik.
  • Users find the learning difficulty of CCH Tagetik challenging initially, requiring significant effort and training to master.
  • Users find the initial setup and interface complexity of CCH Tagetik to be time-consuming and challenging.
  • Users find the complex usability of CCH Tagetik challenging, requiring significant effort and training to navigate effectively.
  • Users find the complex setup of CCH Tagetik time-consuming and challenging, requiring significant training and effort.

What Are Recent G2 Reviews of CCH Tagetik?

What Are G2 Users Discussing About CCH Tagetik?

Datarails

Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes.

Average Rating: 4.6/5.0

Total Reviews: 386

How Do G2 Users Rate Datarails?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.5/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @datarails
    1,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 70% Medium, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Datarails, finding it simple and effective for managing financial reporting.
  • Users benefit from Datarails' reporting efficiency, simplifying financial reporting and enhancing collaboration across teams.
  • Users value the native Excel integration of Datarails, enhancing workflows while ensuring data accuracy and governance.
  • Users value the seamless Excel integration of Datarails, enhancing workflows while ensuring robust data governance and compliance.
  • Users praise Datarails for its efficiency, streamlining financial processes and saving valuable time in reporting.
Cons
  • Users face a learning difficulty with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
  • Users face a steep learning curve with Datarails, but support and updates ease the onboarding process over time.
  • Users find the missing features in Datarails limiting, especially regarding licenses and drill down capabilities.
  • Users experience a steep learning curve with Datarails but find support helps in overcoming initial challenges.
  • Users find the backend complexity of Datarails challenging, as tracing data points and connections can be cumbersome.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

Board

Board is the most trusted Agentic Planning Platform, combining business context, Continuous Planning, and efficient enterprise AI to deliver confident, aligned, and faster decisions. Built to complement your data and AI strategy, Board brings together enterprise data and external signals with planning models, business logic, domain expertise, and decision context. Continuous Planning continuously senses change, models scenarios and trade-offs, and aligns financial and operational plans. Within a single, governed platform, agentic AI understands how your business makes decisions, reasons effectively, recommends changes, and supports action with human oversight, helping leaders make explainable, accountable decisions that improve business outcomes.

Average Rating: 4.4/5.0

Total Reviews: 305

How Do G2 Users Rate Board?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    948 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

IBM Cloudability

IBM Cloudability is built to support the organizational adoption of FinOps—the cultural practice and operational process of bringing financial accountability to the scalable, variable, and distributed nature of cloud and related costs. Its enterprise-grade FinOps features enable IT, finance, and business teams to optimize cloud, AI and Kubernetes costs and communicate the business value of these investments. Cloudability normalizes and structures billing and usage data from across public cloud ecosystems. Its robust set of capabilities enable teams to: • Fully allocate cloud spend, including containers and AI related costs, and support charges—enabling chargeback across the business and continuous improvements to cloud unit economics • Estimate workload costs, build budgets and create driver-based forecasts that surface variance details while tracking spend to plan • Automatically optimize cloud costs via industry-leading rightsizing and commitment recommendations, allowing you to reduce operating expenses and fund future innovation investments • Make decisions with speed and confidence, powered by team ownership of cloud spend • Allocate shared costs, like specialized technology, labor and vendors, to extend FinOps and accountability to the total cost of running cloud • Support FinOps organizations in Federal agencies via FedRAMP authorized IBM Cloudability for US Federal • Enable Managed Services Providers to ingest, structure, and customize billing data via IBM Cloudability MSP Cloudability enables practitioners with the capabilities they need to drive FinOps forward— with financial accountability, optimized cloud spend and a roadmap for FinOps maturity. With over 10 years of accumulated expertise and innovation, Cloudability is the category pioneer and market leader dedicated to helping you excel at FinOps.

Average Rating: 4.2/5.0

Total Reviews: 214

How Do G2 Users Rate IBM Cloudability?

  • Has the product been a good partner in doing business?: 7.9/10 (Category avg: 9.2/10)

Who Is the Company Behind IBM Cloudability?

  • Seller: Apptio, an IBM Company
  • Company Website:
  • Year Founded: 1996
  • HQ Location: Bellevue, WA
  • Twitter: @Apptio
    9,662 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,315 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 62% Large, 20% Medium

What Do G2 Reviewers Say About IBM Cloudability?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of IBM Cloudability, facilitating quick dashboards and efficient FinOps management.
  • Users value the cost visibility provided by IBM Cloudability for effective multi-cloud financial management.
  • Users value the strong chargeback/showback capabilities of IBM Cloudability, enhancing accountability and driving cost discussions effectively.
  • Users value the efficient reporting feature of IBM Cloudability, enhancing decision-making and cloud spend management.
  • Users value the cost visibility provided by IBM Cloudability, enhancing their FinOps journey and accountability in spending.
Cons
  • Users find the rightsizing recommendations lacking, as they fail to include essential memory data and offer limited options.
  • Users feel the cost management features of IBM Cloudability are limited and lack critical data for effective analysis.
  • Users find the complexity a challenge in IBM Cloudability, with some aspects being slow and initially confusing.
  • Users struggle with inadequate reporting, finding it difficult to access and present data effectively in IBM Cloudability.
  • Users face integration issues due to heavy AWS focus, limiting effectiveness for other cloud service providers like Azure.

What Are Recent G2 Reviews of IBM Cloudability?

What Are G2 Users Discussing About IBM Cloudability?

Spreadsheet Server by insightsoftware

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

Average Rating: 4.4/5.0

Total Reviews: 79

How Do G2 Users Rate Spreadsheet Server by insightsoftware?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Adjustments: 7.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Spreadsheet Server by insightsoftware?

  • Seller: insightsoftware
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,281 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Construction, Accounting
  • Company Size: 105% Medium, 28% Large

What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Spreadsheet Server, noting its quick setup and seamless integration with Excel.
  • Users value the automated report generation capability of Spreadsheet Server, simplifying financial reporting and decision-making processes.
  • Users appreciate the report creation feature of Spreadsheet Server, enabling efficient automation and accurate data analysis.
  • Users value the high reporting quality of Spreadsheet Server, enabling swift, accurate, and customized financial insights.
  • Users highlight the exceptional customer support, noting quick responses and knowledgeable agents that enhance their experience.
Cons
  • Users experience slow performance when opening Excel files with Spreadsheet Server, impacting efficiency in retrieving information.
  • Users face integration issues when using legacy or non-standard ERP databases, requiring custom SQL that compromises robustness.
  • Users find limited customization with Spreadsheet Server, especially when using non-standard ERP accounting databases.
  • Users note the performance issues with delays in Spreadsheet Server, but some have adapted to the new cloud experience.
  • Users report experiencing delays after transitioning to the cloud-based system, although they have adapted over time.

What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware?

Vena

Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases.

Average Rating: 4.5/5.0

Total Reviews: 474

How Do G2 Users Rate Vena?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 8.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

Prophix Software

Prophix Software is a software designed to unify budgeting, forecasting, reporting, and financial close and consolidation for finance teams managing complex financial processes at scale. The software provides automated data preparation, anomaly detection, and actionable AI-driven insights by leveraging the Prophix One cloud-based Financial Performance Platform with built-in workflows and configurable templates. It automates data handling across financial planning cycles and reduces the technical expertise required for adoption through a finance-professional-focused user interface. Prophix Software addresses the challenge of fragmented financial management by consolidating all core finance functions into a single secure SaaS solution with enterprise-grade security and controls. The software supports more than 3,000 customers across over 100 countries, with use cases spanning budgeting, forecasting, financial close, consolidation, and performance reporting.

Average Rating: 4.4/5.0

Total Reviews: 222

How Do G2 Users Rate Prophix Software?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 9.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.1/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • Twitter: @prophix
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 56% Medium, 37% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users highlight the reporting efficiency of Prophix, streamlining processes and enhancing self-service capabilities for better management.
  • Users find Prophix Software to be time-saving, simplifying data gathering and enhancing workflow efficiency for all departments.
Cons
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Pigment

Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic.

Average Rating: 4.6/5.0

Total Reviews: 122

How Do G2 Users Rate Pigment?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Pigment?

  • Seller: Pigment
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    773 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: FP&A Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 71% Medium, 21% Large

What Do G2 Reviewers Say About Pigment?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Pigment, effortlessly adapting models to changes in business needs and data.
  • Users love the flexibility and multidimensionality of Pigment, enabling adaptive modeling and comprehensive data analysis.
  • Users praise the efficient customer support of Pigment, enhancing their experience with quick and effective assistance.
  • Users appreciate the ease of use in Pigment, enjoying straightforward implementations and quick support for seamless integration.
  • Users value the automation capabilities of Pigment, enabling efficient data integration and seamless updates for forecasting.
Cons
  • Users face data inaccuracy issues due to limited data availability and evolving features that hinder reliable reporting.
  • Users find the complex calculations and formulas challenging, impacting the efficiency of their forecasts.
  • Users find the complex setup of Pigment challenging, desiring simpler API configurations and ownership changes.
  • Users face connectivity issues with Pigment, particularly related to data volume and location limitations affecting performance.
  • Users find the formula limitations challenging, noting complexity and a need for easier API setup options.

What Are Recent G2 Reviews of Pigment?

Solver

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.

Average Rating: 4.5/5.0

Total Reviews: 272

How Do G2 Users Rate Solver?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Solver?

  • Seller: Solver
  • Company Website:
  • Year Founded: 1996
  • HQ Location: Calabasas, CA.
  • Twitter: @SolverGlobal
    552 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    199 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Senior Financial Analyst
  • Top Industries: Accounting, Non-Profit Organization Management
  • Company Size: 66% Medium, 19% Small

What Do G2 Reviewers Say About Solver?

AI-generated summary from verified user reviews

Pros
  • Users find Solver's reporting efficiency excellent for seamless information gathering and easy report generation.
  • Users value the Excel integration of Solver, enhancing flexibility and ease in report building and finance operations.
  • Users value the high-quality reporting from Solver, enhancing their ability to create detailed and effective reports.
  • Users value the efficiency of Solver, enabling seamless reporting and streamlined finance operations with minimal effort.
  • Users appreciate Solver's seamless integration capabilities, enhancing data connectivity and simplifying reporting and budgeting processes.
Cons
  • Users find a significant learning curve with Solver, despite the availability of helpful resources for assistance.
  • Users encounter a significant learning curve with Solver, often needing additional help for report creation and organization.
  • Users struggle with a significant learning curve when creating reports, often needing external help to navigate the system.
  • Users often face data management issues requiring frequent saves and causing inefficiencies in reporting and uploads.
  • Users find the difficult setup of Solver challenging, especially for payroll budgets and employee adjustments.

What Are Recent G2 Reviews of Solver?

What Are G2 Users Discussing About Solver?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated