Best Enterprise Budgeting and Forecasting Software - Page 2

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)

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 160

How Do G2 Users Rate Jedox?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users find Jedox to be incredibly user-friendly, benefiting from its intuitive interface and seamless integration with spreadsheets.
  • Users value the comprehensive budgeting management of Jedox, enabling seamless data integration and flexible financial planning.
  • Users value the flexibility of Jedox, enabling seamless integration and rapid implementation across various operations.
  • Users appreciate the flexible forecasting options in Jedox, enhancing planning and simplifying reporting for their teams.
  • Users value the seamless integrations of Jedox, enabling efficient data connection across various systems and tools.
Cons
  • Users find complex modeling in Jedox challenging, especially with large datasets, requiring technical knowledge and time for setup.
  • Users find the learning curve steep, making onboarding and model building a challenging experience with Jedox.
  • Users find the complexity of Jedox challenging, requiring significant training and technical expertise for effective use.
  • Users find the learning difficulty high with Jedox, requiring significant training and technical expertise for effective use.
  • Users experience slow loading times in Jedox, impacting efficiency and usability with complex reports and data operations.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

SAP Business Planning and Consolidation (BPC)

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

Average Rating: 4.3/5.0

Total Reviews: 84

How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind SAP Business Planning and Consolidation (BPC)?

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Who Uses This: Senior Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Large, 26% Medium

What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)?

What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)?

Planning Business Process

Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

Average Rating: 4.2/5.0

Total Reviews: 59

How Do G2 Users Rate Planning Business Process?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Planning Business Process?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Company Size: 69% Large, 33% Medium

What Do G2 Reviewers Say About Planning Business Process?

AI-generated summary from verified user reviews

Pros
  • Users value the integration with Oracle products, appreciating the flexibility of custom models and the powerful calc engine.
  • Users appreciate the integration with Oracle products, enjoying the flexibility of custom models and a powerful calculation engine.
Cons
  • Users find the limited features of Planning Business Process restrict its usability, particularly in software integration.
  • Users find the poor interface design limits functionality, particularly with Smartview's restricted application integration.

What Are Recent G2 Reviews of Planning Business Process?

What Are G2 Users Discussing About Planning Business Process?

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How it works

IDU

IDU is the FP and A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment - connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning - every methodology, governed in one model. • Forecasting - driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations - multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning - transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting - board-ready reports and dashboards that drill from group total to GL transaction. • AI - the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries - from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's #1 FP and A platform. Built for managers. Trusted by finance.

Average Rating: 4.4/5.0

Total Reviews: 56

How Do G2 Users Rate IDU?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Adjustments: 8.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind IDU?

  • Seller: IDU
  • Year Founded: 1997
  • HQ Location: Cape Town, South Africa
  • Twitter: @iduSoftware
    2,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Manager
  • Top Industries: Financial Services, Higher Education
  • Company Size: 61% Medium, 29% Large

What Do G2 Reviewers Say About IDU?

AI-generated summary from verified user reviews

Pros
  • Users love the user-friendly budgeting tool in IDU, which simplifies financial performance analysis and reporting.
  • Users love the ease of use and adaptability of IDU, enhancing their budgeting experience significantly.
  • Users appreciate the user-friendly budget management of IDU, facilitating seamless consolidation and performance tracking.
  • Users praise IDU's reporting efficiency, noting its simplicity and effectiveness in streamlining budgeting and management reports.
  • Users value the customizability of IDU, enabling tailored reports that fit their unique business needs.
Cons
  • Users find the capturing of salaries tedious, making the process cumbersome and less efficient.
  • Users find the limited number formatting options frustrating, wishing for more customization like brackets for negatives.
  • Users find the older versions not intuitive, leading to a less satisfactory user experience.
  • Users report refresh issues with limited historical data integration, hindering effective data analysis and usability.
  • Users experience slow performance in IDU, struggling to keep up with fast-paced business trends.

What Are Recent G2 Reviews of IDU?

What Are G2 Users Discussing About IDU?

Lucanet

Lucanet is the intelligent CFO Solution Platform that automates core financial and tax processes across planning, closing, reporting, and ESG. Over 6,500 companies around the globe trust in the out-of-the-box cloud platform to help finance experts lead with ease by managing their strategic and reporting needs with speed, compliance and accuracy. The company is headquartered in Berlin with additional offices across Europe, the US, and Asia-Pacific. Together with a high-ranking international partner network, Lucanet’s 900+ employees worldwide focus their passion and expertise on the performance and success of the modern office of the CFO. For more information visit https://www.lucanet.com/en/

Average Rating: 4.7/5.0

Total Reviews: 302

How Do G2 Users Rate Lucanet?

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

Who Is the Company Behind Lucanet?

  • Seller: Lucanet AG
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Berlin, Germany
  • Twitter: @LucaNet
    721 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    931 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 34% Medium

What Are Recent G2 Reviews of Lucanet?

What Are G2 Users Discussing About Lucanet?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated