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Top Free Budgeting and Forecasting Software

Check out our list of free Budgeting and Forecasting Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Budgeting and Forecasting Software to ensure you get the right product.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
69 Budgeting and Forecasting Products Available
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Workday Adaptive Planning
(303)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    7.6
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • MC
    It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
    Verified User in Accounting
    AA
    A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,250 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
7.6
Variance Analysis
Average: 8.7
MC
It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
Verified User in Accounting
AA
A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,250 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
Causal
(256)4.6 out of 5
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Biotechnology
    UB
    Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
    JH
    That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lucanet AG
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    722 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Verified User in Biotechnology
UB
Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
JH
That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
Seller Details
Seller
Lucanet AG
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
722 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
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Prophix Software
(216)4.4 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 56% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
    • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
    • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Adjustments
    Average: 8.8
    9.1
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,981 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    545 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 56% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
  • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
  • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
Prophix Software features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
9.0
Adjustments
Average: 8.8
9.1
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,981 Twitter followers
LinkedIn® Page
www.linkedin.com
545 employees on LinkedIn®
Velixo
(222)4.7 out of 5
7th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Velixo
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 59% Mid-Market
    • 26% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
    • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
    • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.2
    Budget Hierarchies
    Average: 8.8
    7.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 59% Mid-Market
  • 26% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
  • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
  • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
Velixo features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.2
Budget Hierarchies
Average: 8.8
7.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Velixo
Company Website
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
88 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
G-Accon
(198)4.7 out of 5
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
    • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
    • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.4
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,427 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
  • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
  • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
G-Accon features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.4
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
G-Accon
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,427 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Jedox
(188)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 51% Mid-Market
    • 28% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
    • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
    • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,666 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    381 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 51% Mid-Market
  • 28% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
  • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
  • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
Jedox features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,666 Twitter followers
LinkedIn® Page
www.linkedin.com
381 employees on LinkedIn®
Budgyt
(103)4.8 out of 5
Optimized for quick response
4th Easiest To Use in Budgeting and Forecasting software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings.

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 61% Mid-Market
    • 35% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
    • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
    • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Budgyt features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Budgyt
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @budgyt
    124 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings.

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 61% Mid-Market
  • 35% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
  • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
  • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
Budgyt features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
124 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
IBM Planning Analytics
(246)4.4 out of 5
Optimized for quick response
12th Easiest To Use in Budgeting and Forecasting software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
    • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
    • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    709,081 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
  • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
  • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
9.1
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
709,081 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Drivetrain
(112)4.8 out of 5
Optimized for quick response
13th Easiest To Use in Budgeting and Forecasting software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

    Users
    • CFO
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 13% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
    • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
    • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    9.2
    Budget Hierarchies
    Average: 8.8
    9.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drivetrain
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    52 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    91 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

Users
  • CFO
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 13% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
  • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
  • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
Drivetrain features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
9.2
Budget Hierarchies
Average: 8.8
9.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
52 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
IBM Cloudability
(197)4.2 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 63% Enterprise
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Cloudability is a cloud management tool that provides cost transparency and spend management across multiple cloud solutions.
    • Reviewers appreciate IBM Cloudability's ability to efficiently manage cloud usage and spending, provide insightful analytics, and seamlessly connect and ingest data from various cloud providers.
    • Users reported issues with data reliability, lack of customization in the reporting feature, and incomplete cost analysis due to limited rightsizing recommendations and cost options.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Cloudability features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apptio, an IBM Company
    Company Website
    Year Founded
    1996
    HQ Location
    Bellevue, WA
    Twitter
    @Apptio
    9,699 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,330 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 63% Enterprise
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Cloudability is a cloud management tool that provides cost transparency and spend management across multiple cloud solutions.
  • Reviewers appreciate IBM Cloudability's ability to efficiently manage cloud usage and spending, provide insightful analytics, and seamlessly connect and ingest data from various cloud providers.
  • Users reported issues with data reliability, lack of customization in the reporting feature, and incomplete cost analysis due to limited rightsizing recommendations and cost options.
IBM Cloudability features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Apptio, an IBM Company
Company Website
Year Founded
1996
HQ Location
Bellevue, WA
Twitter
@Apptio
9,699 Twitter followers
LinkedIn® Page
www.linkedin.com
1,330 employees on LinkedIn®
Aleph
(67)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Budgeting and Forecasting software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 82% Mid-Market
    • 10% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
    • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
    • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    9.2
    Budget Hierarchies
    Average: 8.8
    9.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    680 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 82% Mid-Market
  • 10% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
  • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
  • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
Aleph features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
9.2
Budget Hierarchies
Average: 8.8
9.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
680 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Acterys
(70)4.8 out of 5
8th Easiest To Use in Budgeting and Forecasting software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
    • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
    • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.7
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    156 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
  • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
  • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
Acterys features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.7
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
156 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Syft
(75)4.8 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Adjustments
    Average: 8.8
    8.2
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • PG
    Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
    SL
    Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    518 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    93 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.6
Adjustments
Average: 8.8
8.2
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
PG
Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
SL
Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
518 Twitter followers
LinkedIn® Page
www.linkedin.com
93 employees on LinkedIn®
Clockwork.ai
(46)4.9 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    AA
    Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
    Sharrin F.
    SF
    When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.8
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Verified User in Accounting
AA
Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
Sharrin F.
SF
When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
115 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Float
(45)4.4 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Float is an award-winning cash flow forecasting add-on for businesses using Xero, Quickbooks Online, or FreeAgent accounting software. Float creates cash flow forecasts that are more accurate, alway

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 76% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Float features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.4
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Media Production
    UM
    Float is a cloud-based resource planning and scheduling solution designed for small, midsize and large enterprises. Float has made my like easier... Read review
    Mary R. K.
    MK
    I like Float because it allows me to know and keep up to date with the flow of cash, something that is vital for the movements of our company, and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Float
    Year Founded
    2010
    HQ Location
    Edinburgh, GB
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Float is an award-winning cash flow forecasting add-on for businesses using Xero, Quickbooks Online, or FreeAgent accounting software. Float creates cash flow forecasts that are more accurate, alway

Users
No information available
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 76% Small-Business
  • 16% Mid-Market
Float features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.4
Variance Analysis
Average: 8.7
Verified User in Media Production
UM
Float is a cloud-based resource planning and scheduling solution designed for small, midsize and large enterprises. Float has made my like easier... Read review
Mary R. K.
MK
I like Float because it allows me to know and keep up to date with the flow of cash, something that is vital for the movements of our company, and... Read review
Seller Details
Seller
Float
Year Founded
2010
HQ Location
Edinburgh, GB
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®