# Top Free Budgeting and Forecasting Software

## How Many Budgeting and Forecasting Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Budgeting and Forecasting Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,100+ Authentic Reviews
- 234+ 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](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=582&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=1401682)

Highlighted products: Datarails, Workday Adaptive Planning, Anaplan, Vena, IBM Planning Analytics, Planful, Martus, and Aleph.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=getaleph)

**Sponsored**

### Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-18T05%3A31%3A03Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%2Ffree&secure%5Btoken%5D=2043d22d56fde7870ed42ec2e0b5996f343869847c50745f542b7e8913f82bb4&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url)

### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)

Workday Adaptive Planning 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 the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

**Average Rating:** 4.3/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Workday Adaptive Planning?

- **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:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Workday Adaptive Planning?

- **Seller:** [Workday](https://www.g2.com/sellers/workday)
- **Company Website:** www.workday.com
- **Year Founded:** 2005
- **HQ Location:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 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:** 55% Medium, 33% Large

#### What Do G2 Reviewers Say About Workday Adaptive Planning?

_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 appreciate the **flexibility and user-friendliness** of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
- Users value the **collaborative budgeting** features of Workday Adaptive Planning, enhancing transparency in budget management.
- Users value the **flexibility and real-time collaboration** of Workday Adaptive Planning, enhancing financial planning and decision-making.

##### Cons

- Users note a **steep learning curve** with Workday Adaptive Planning, requiring extensive training to navigate effectively.
- 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 the **steep learning curve** of Workday Adaptive Planning challenging, especially regarding navigation and system knowledge.
- Users find a **steep learning curve** with Workday Adaptive Planning, requiring significant training to navigate effectively.

#### What Are Recent G2 Reviews of Workday Adaptive Planning?

**["Comprehensive EPM Tool with a Learning Curve"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

[Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)

**["Powerful What-If Planning with Seamless ERP/CRM Connections"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)**

**Rating:** 5.0/5.0 stars

_— Shivam M._

[Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)

#### What Are G2 Users Discussing About Workday Adaptive Planning?

- [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes
- [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote

### [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

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:** 222

#### How Do G2 Users Rate IBM Planning Analytics?

- **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:** 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](https://www.g2.com/sellers/ibm)
- **Company Website:** www.ibm.com
- **Year Founded:** 1911
- **HQ Location:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 51% Large, 36% 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?

**["Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)**

**Rating:** 4.5/5.0 stars

_— Himanshu J._

[Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)

**["Robust, Efficient Yet Complex for New Users"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)**

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

[Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)

#### What Are G2 Users Discussing About IBM Planning Analytics?

- [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for)
- [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace)
- [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel)
- [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace)
- [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics)

### [Aleph](https://www.g2.com/products/getaleph/reviews)

Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights.

**Average Rating:** 4.9/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Aleph?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Aleph?

- **Seller:** [Aleph](https://www.g2.com/sellers/aleph)
- **Company Website:** www.getaleph.com
- **Year Founded:** 2020
- **HQ Location:** New York, US
- **Twitter:** @getaleph  
698 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website)  
96 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Finance Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 82% Medium, 9% Small

#### What Do G2 Reviewers Say About Aleph?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Aleph to have a **user-friendly interface** that simplifies data visualization and overall data management.
- Users appreciate the **helpful customer support** from Aleph, enhancing their overall experience with the platform.
- Users value Aleph's **seamless integrations** , enabling streamlined communication across systems and enhancing data usability and analysis.
- Users value the **implementation ease** of Aleph, praising its quick setup and seamless integration into workflows.
- Users find Aleph's **ease of implementation** invaluable, allowing them to quickly integrate it into their workflows.

##### Cons

- Users note the **missing features** in Aleph, impacting its functionality compared to more established alternatives.
- Users report encountering occasional **bugs** with Aleph, but the team promptly addresses these issues with quick resolutions.
- Users experience **Excel integration issues** with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
- Users experience **slow performance** with Aleph, citing long load times and frequent timeouts affecting usability.
- Users experience **software bugs** , particularly with integrations, although the team addresses issues promptly and effectively.

#### What Are Recent G2 Reviews of Aleph?

**["Streamlined Financial Planning with Robust AI Features"](https://www.g2.com/survey_responses/aleph-review-13178690)**

**Rating:** 5.0/5.0 stars

_— Mike J._

[Read full review](https://www.g2.com/survey_responses/aleph-review-13178690)

**["Financial Analysis, Budgeting, and Forecasting Made Easy"](https://www.g2.com/survey_responses/aleph-review-13188949)**

**Rating:** 5.0/5.0 stars

_— Mark L._

[Read full review](https://www.g2.com/survey_responses/aleph-review-13188949)

### [Fathom](https://www.g2.com/products/fathom/reviews)

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

**Average Rating:** 4.7/5.0

**Total Reviews:** 121

#### How Do G2 Users Rate Fathom?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fathom?

- **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications)
- **Company Website:** www.fathomhq.com
- **Year Founded:** 2010
- **HQ Location:** Brisbane, QLD
- **Twitter:** @fathomhq  
7,396 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant, Financial Controller
- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 60% Small, 32% Medium

#### What Do G2 Reviewers Say About Fathom?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **intuitive and powerful features** of Fathom, enhancing reporting clarity and operational efficiency.
- Users find Fathom to be **incredibly user-friendly** , combining sophistication with ease for effective financial planning and reporting.
- Users appreciate Fathom's **versatile reporting capabilities** , enhancing clarity and aiding in effective performance tracking.
- Users highlight the **prompt and helpful customer support** of Fathom, which significantly enhances their experience.
- Users appreciate the **reporting efficiency** of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making.

##### Cons

- Users feel Fathom lacks essential features, particularly in **budget uploading and graphical data representation** , limiting its effectiveness.
- Users find **upload issues** with Fathom frustrating, particularly when dealing with budget reports via Excel.
- Users find **customization difficult** in Fathom, limiting the ability to create tailored reports and KPIs easily.
- Users experience **import issues** with Fathom, finding the uploading process cumbersome and prone to data errors.
- Users feel that **improvements are needed** in structuring multi-company options and visualizing financial data for better clarity.

#### What Are Recent G2 Reviews of Fathom?

**["Strategic Finance Made Easy—Backed by Exceptional Human Support"](https://www.g2.com/survey_responses/fathom-review-13263743)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/fathom-review-13263743)

**["Fathom Makes Consolidations Easy with Exceptional Customer Support"](https://www.g2.com/survey_responses/fathom-review-13251368)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/fathom-review-13251368)

### [Velixo](https://www.g2.com/products/velixo/reviews)

Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations.

**Average Rating:** 4.6/5.0

**Total Reviews:** 274

#### How Do G2 Users Rate Velixo?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Adjustments:** 7.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Velixo?

- **Seller:** [Velixo](https://www.g2.com/sellers/velixo)
- **Company Website:** www.velixo.com
- **Year Founded:** 2017
- **HQ Location:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, CFO
- **Top Industries:** Construction, Accounting
- **Company Size:** 60% Medium, 28% Small

#### What Do G2 Reviewers Say About Velixo?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Velixo, thanks to its familiarity and seamless integration with Excel.
- Users value the **seamless integration with Acumatica ERP** that enables real-time data access in Excel for efficient reporting.
- Users value the **reporting efficiency** of Velixo, streamlining data management and enhancing decision-making processes.
- Users praise Velixo's **native Excel functionality** , offering seamless integration and real-time data for effective reporting.
- Users highlight the **time-saving capabilities** of Velixo, enabling instant report generation and real-time data updates.

##### Cons

- Users experience **Excel integration issues** , making the app's functionality complicated and less user-friendly at times.
- Users note a **steep learning curve** for Velixo, particularly for those not familiar with Excel or ERP systems.
- Users find Velixo's **formula issues** challenging, particularly with complex reporting and performance when handling large data volumes.
- Users experience **refresh issues** with Velixo, leading to longer load times and technical errors during data updates.
- Users experience **slow performance** with Velixo, particularly when multiple users are updating data simultaneously in Excel.

#### What Are Recent G2 Reviews of Velixo?

**["Easy, Powerful Reporting Once You Learn Velixo Formulas"](https://www.g2.com/survey_responses/velixo-review-12590124)**

**Rating:** 5.0/5.0 stars

_— Karen M._

[Read full review](https://www.g2.com/survey_responses/velixo-review-12590124)

**["Highly Recommended: Easy Excel Integration for Faster ERP Reporting"](https://www.g2.com/survey_responses/velixo-review-12675710)**

**Rating:** 5.0/5.0 stars

_— Joshua R._

[Read full review](https://www.g2.com/survey_responses/velixo-review-12675710)

#### What Are G2 Users Discussing About Velixo?

- [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote

### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)

Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group.

**Average Rating:** 4.8/5.0

**Total Reviews:** 118

#### How Do G2 Users Rate Drivetrain?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Adjustments:** 9.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Drivetrain?

- **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain)
- **Company Website:** www.drivetrain.ai
- **Year Founded:** 2021
- **HQ Location:** Sunnyvale, US
- **Twitter:** @DrivetrainAI  
55 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Finance Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 84% Medium, 14% Small

#### What Do G2 Reviewers Say About Drivetrain?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Drivetrain to be **extremely easy to use** , streamlining data management and reporting effortlessly.
- Users value the **reporting efficiency** of Drivetrain, significantly reducing time spent on creating insightful reports.
- Users value the **efficient report creation** in Drivetrain, enabling quick and insightful metrics for decision-making.
- Users commend Drivetrain's **exceptional customer support** , appreciating timely assistance and guidance throughout the implementation process.
- Users appreciate the **easy integrations** of Drivetrain, which streamline reporting and accelerate decision-making across various systems.

##### Cons

- Users face a challenging **learning curve** with Drivetrain, making transition from spreadsheets complex and time-consuming.
- Users note a **lack of self-service features** in Drivetrain, requiring support for essential data transformations.
- Users note a **learning difficulty** with Drivetrain's model-building logic, which differs significantly from traditional spreadsheets.
- Users face a **steep learning curve** with Drivetrain, requiring time to adapt to its unique modeling logic.
- Users face a **difficult learning curve** with Drivetrain, requiring significant time to become comfortable with its features.

#### What Are Recent G2 Reviews of Drivetrain?

**["Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights"](https://www.g2.com/survey_responses/drivetrain-review-12273623)**

**Rating:** 5.0/5.0 stars

_— Jean-Thomas C._

[Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623)

**["Intuitive Software with Best-in-Class Onboarding and Support"](https://www.g2.com/survey_responses/drivetrain-review-13171332)**

**Rating:** 4.5/5.0 stars

_— michell g._

[Read full review](https://www.g2.com/survey_responses/drivetrain-review-13171332)

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

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:** 219

#### 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](https://www.g2.com/sellers/prophix)
- **Company Website:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
577 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?

**["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)**

**Rating:** 5.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305)

**["Easy-to-Use Prophix with Tremendous Support"](https://www.g2.com/survey_responses/prophix-software-review-13237427)**

**Rating:** 4.5/5.0 stars

_— Mike M._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-13237427)

#### What Are G2 Users Discussing About Prophix Software?

- [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment

### [Budgyt](https://www.g2.com/products/budgyt/reviews)

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. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.

**Average Rating:** 4.8/5.0

**Total Reviews:** 107

#### How Do G2 Users Rate Budgyt?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Adjustments:** 9.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Budgyt?

- **Seller:** [Budgyt](https://www.g2.com/sellers/budgyt)
- **Company Website:** www.budgyt.com
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @budgyt  
115 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=765cc2d1481ebaa56aeb4199e22e21e254a6e5cb1eb260897f0d3407b5c47660&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11036487%2F&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, CFO
- **Top Industries:** Non-Profit Organization Management, Computer Software
- **Company Size:** 61% Medium, 36% Small

#### What Do G2 Reviewers Say About Budgyt?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Budgyt to be very **user-friendly** , simplifying the budgeting process and enhancing team collaboration effortlessly.
- Users highlight the **user-friendly and customizable budgeting** features of Budgyt, making financial planning effortless.
- Users find Budgyt to be a **user-friendly budgeting management** tool that significantly streamlines the budgeting process for teams.
- Users find that Budgyt significantly enhances **budgeting efficiency** , saving time and streamlining the budget process globally.
- Users highly value the **excellent customer support** from Budgyt, making budgeting and financial reporting a breeze.

##### Cons

- Users face **integration issues** with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility.
- Users face a **steep learning curve** with Budgyt, which can make initial adoption challenging for some teams.
- Users find the **steep learning curve** of Budgyt challenging, especially for those unfamiliar with accounting practices.
- Users find the **difficult setup** and significant learning curve challenging, though ultimately beneficial for using Budgyt.
- Users face **Excel integration issues** , relying on external spreadsheets for calculations due to Budgyt's complex built-in equation builders.

#### What Are Recent G2 Reviews of Budgyt?

**["Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis"](https://www.g2.com/survey_responses/budgyt-review-13044414)**

**Rating:** 5.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/budgyt-review-13044414)

**["Seamless QuickBooks Online Integration with Strong Support and Great Value"](https://www.g2.com/survey_responses/budgyt-review-13038570)**

**Rating:** 5.0/5.0 stars

_— Steve P._

[Read full review](https://www.g2.com/survey_responses/budgyt-review-13038570)

#### What Are G2 Users Discussing About Budgyt?

- [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment

### [Parallel](https://www.g2.com/products/parallel-parallel/reviews)

Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet.

**Average Rating:** 4.9/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Parallel?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Parallel?

- **Seller:** [Parallel](https://www.g2.com/sellers/parallel-358eee3b-08ce-4dc8-829d-71bcacf56e39)
- **Company Website:** getparallel.com
- **Year Founded:** 2023
- **HQ Location:** Lehi, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6e978d8f75f5da63977eb8ae82bbb484d55473fe0eec432b0a7a061845731cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetparallel%2F&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO
- **Top Industries:** Computer Software
- **Company Size:** 83% Small, 7% Medium

#### What Do G2 Reviewers Say About Parallel?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **forecasting capabilities** of Parallel, enabling strategic planning and informed decision-making for their businesses.
- Users appreciate the **exceptional customer support** from Parallel, highlighting the team's dedication and responsiveness to their needs.
- Users appreciate the **ease of use** in Parallel, enabling quick modeling and seamless financial management for founders.
- Users love the **easy setup** of Parallel, allowing quick implementation and efficient decision-making for their business models.
- Users value the **efficiency of decision-making** with Parallel, allowing for quick insights that drive business growth.

##### Cons

- Users report experiencing **occasional software bugs** , particularly during initial use, though recent performance has improved.
- Users note a **steep learning curve** with Parallel, especially for those without a strong finance background.
- Users experience **download issues** , but the support team promptly addresses feedback to improve functionality.
- Users note a **learning curve** with Parallel, especially for those without a finance background, but support helps ease the transition.
- Users report a **limited visualization** of financial data in Parallel, making initial understanding challenging despite helpful support.

#### What Are Recent G2 Reviews of Parallel?

**["Easiest Financial Modeling Tool to Stress Test Big Decisions"](https://www.g2.com/survey_responses/parallel-review-12298809)**

**Rating:** 5.0/5.0 stars

_— Mason S._

[Read full review](https://www.g2.com/survey_responses/parallel-review-12298809)

**["Solid Financial Management Tool with Responsive Support"](https://www.g2.com/survey_responses/parallel-review-12872915)**

**Rating:** 4.5/5.0 stars

_— Zach B._

[Read full review](https://www.g2.com/survey_responses/parallel-review-12872915)

### [Acterys](https://www.g2.com/products/acterys/reviews)

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 connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Adjustments:** 9.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Acterys?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 66% Small, 29% Medium

#### What Do G2 Reviewers Say About Acterys?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Acterys for its **automation capabilities** , enabling seamless integration and efficient planning processes with Power BI.
- Users value the **seamless connectivity** of Acterys, making data integration and planning efficient and effective.
- Users find the **easy integrations** with various data sources and Power BI to be time-saving and efficient.
- Users appreciate the **intuitive integration and real-time capabilities** of Acterys, enhancing efficiency for finance and data teams.
- Users value the **seamless data integration** capabilities of Acterys, enhancing efficiency for finance and data teams alike.

#### What Are Recent G2 Reviews of Acterys?

**["Acterys - An innovative solution"](https://www.g2.com/survey_responses/acterys-review-11449495)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/survey_responses/acterys-review-11449495)

**["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/survey_responses/acterys-review-9657795)**

**Rating:** 5.0/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/acterys-review-9657795)

#### What Are G2 Users Discussing About Acterys?

- [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for)

### [Joiin](https://www.g2.com/products/joiin/reviews)

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting.

**Average Rating:** 4.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Joiin?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Joiin?

- **Seller:** [Joiin](https://www.g2.com/sellers/joiin)
- **Company Website:** www.joiin.co
- **Year Founded:** 2018
- **HQ Location:** Exeter, UK
- **Twitter:** @joiinreporting  
199 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ff4b86bf7fe8ce7d10baedf6008600213cfc21e4c45f4824dee5faf29999332&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoiin&secure%5Burl_type%5D=linkedin_company_website)  
15 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Finance Director
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 62% Small, 35% Medium

#### What Do G2 Reviewers Say About Joiin?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Joiin's **ease of use** enhances their reporting efficiency, making data preparation a breeze.
- Users love the **ease of consolidation reporting** , finding it simple and efficient for management accounts.
- Users praise Joiin for its **reporting efficiency** , enjoying quick consolidation and easy adjustments for management accounts.
- Users commend the **quick and helpful customer support** of Joiin, enhancing their overall experience significantly.
- Users value the **ease of report creation** , with customizable options and seamless integration enhancing their experience.

##### Cons

- Users find Joiin's reporting to be **inefficient** , often requiring extensive manual adjustments and limiting customization options.
- Users feel the **limited chart types** and missing features detract from Joiin's overall utility and flexibility.
- Users experience **reporting issues** with filtering and exporting, making data management more tedious than anticipated.
- Users find the **limited reporting capabilities** in Joiin restricting and difficult to navigate for comprehensive analysis.
- Users note **formatting issues** in reports and exports, requiring additional cleanup before sharing with others.

#### What Are Recent G2 Reviews of Joiin?

**["Excellent Value for Xero Consolidation with Fast, Responsive Support"](https://www.g2.com/survey_responses/joiin-review-12620997)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/joiin-review-12620997)

**["Outstanding support experience with Joiin (especially Kyle)"](https://www.g2.com/survey_responses/joiin-review-13053349)**

**Rating:** 5.0/5.0 stars

_— Richa J._

[Read full review](https://www.g2.com/survey_responses/joiin-review-13053349)

#### What Are G2 Users Discussing About Joiin?

- [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment

### [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews)

The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses.

**Average Rating:** 4.9/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate Clockwork.ai?

- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Adjustments:** 9.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Clockwork.ai?

- **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca)
- **Company Website:** www.clockwork.ai
- **Year Founded:** 2018
- **HQ Location:** Chicago, US
- **Twitter:** @Clockwork\_AI  
118 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9fdf1da6c249b891febe8a5b8325133016c8dee3d75df7b19a6b90869cf13b1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclockworkai&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About Clockwork.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Clockwork.ai for its **outstanding customer support** , facilitating effortless implementation and continuous product evolution.
- Users appreciate the **ease of implementation** with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
- Users highlight the **intuitive and powerful capabilities** of Clockwork.ai, making financial modeling seamless and efficient.
- Users love the **customizability** of Clockwork.ai, enabling tailored solutions for diverse business needs with ease.
- Users love the **customization features** of Clockwork.ai, enabling personalized solutions with ease and efficiency.

##### Cons

- Users notice a **slight delay in performance** , particularly with loading and updating times, but find it acceptable overall.
- Users experience **slow loading** times with Clockwork.ai, which can hinder their workflow at critical moments.
- Users notice that the **slow performance** of Clockwork.ai can impact their overall experience and efficiency.
- Users note that the **update issues** involve minor delays, generally acceptable but still present during operation.

#### What Are Recent G2 Reviews of Clockwork.ai?

**["Clockwork's Magic"](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)**

**Rating:** 5.0/5.0 stars

_— Cassie C._

[Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)

**["Seamless Onboarding and Outstanding Support"](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)**

**Rating:** 5.0/5.0 stars

_— Rebecca S._

[Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)

### [Productive](https://www.g2.com/products/productive/reviews)

Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate Productive?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.1/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Productive?

- **Seller:** [Productive](https://www.g2.com/sellers/productive)
- **Year Founded:** 2014
- **HQ Location:** Claymont, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f532a57d2d9b93670e8ebe159b0f8cbcff9f400b83d7411ba1c84590e4e32b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
161 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Computer Software
- **Company Size:** 80% Small, 17% Medium

#### What Do G2 Reviewers Say About Productive?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Productive's **ease of use** transformative, streamlining their workflow and enhancing productivity effortlessly.
- Users praise the **customizability** of Productive, allowing tailored views and reports to fit diverse workflows seamlessly.
- Users value the **seamless team collaboration** enabled by Productive, enhancing project management and overall efficiency across the company.
- Users praise the **intuitive and user-friendly interface** of Productive, making project management seamless and efficient.
- Users value the **responsive and personal support** from Productive, enhancing their overall experience and satisfaction.

##### Cons

- Users find the **lack of integrations** limiting, as essential tools and modules are not well-connected, complicating workflows.
- Users find the **missing mobile reporting features** limiting, wishing for more detailed access and flexibility.
- Users face **organization difficulties** due to overwhelming layouts and limited customization options in Productive's reporting tools.
- Users find the **reporting options lacking flexibility** , limiting detailed data access, especially on the mobile app.
- Users find **complex usability** in configuring reports, making navigation challenging and limiting customization options.

#### What Are Recent G2 Reviews of Productive?

**["We have used Productive for almost 10 years. It was good when we started and keeps getting better!"](https://www.g2.com/survey_responses/productive-review-9235077)**

**Rating:** 5.0/5.0 stars

_— Torin S._

[Read full review](https://www.g2.com/survey_responses/productive-review-9235077)

**["Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow"](https://www.g2.com/survey_responses/productive-review-13031933)**

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/productive-review-13031933)

#### What Are G2 Users Discussing About Productive?

- [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software)
- [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software)
- [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software)
- [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include)

### [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews)

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

**Average Rating:** 4.8/5.0

**Total Reviews:** 60

#### How Do G2 Users Rate Reach Reporting?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 9.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Reach Reporting?

- **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting)
- **Company Website:** www.reachreporting.com
- **Year Founded:** 2015
- **HQ Location:** Springville, US
- **Twitter:** @ReachReporting  
148 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0cc0c86dfa179a4ca0c7ecb3631dfc380db4e069e94260deebd4109dcb55a94c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freach-reporting&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Financial Services
- **Company Size:** 76% Small, 19% Medium

#### What Do G2 Reviewers Say About Reach Reporting?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Reach Reporting, enjoying straightforward setup and customizable, clear financial reporting.
- Users highlight the **clear and beautiful visuals** of Reach Reporting, enhancing decision-making and client presentations effortlessly.
- Users appreciate the **reporting efficiency** of Reach Reporting, benefiting from automated, customizable, and impressive financial dashboards.
- Users value the **time-saving automation** of Reach Reporting, simplifying financial reporting and decision-making for teams.
- Users value the **easy integrations with QB Online and Desktop** , significantly enhancing their reporting efficiency and experience.

##### Cons

- Users desire additional **missing features** in Reach Reporting, particularly for budget building and chart organization.
- Users find Reach Reporting's interface **complex and non-intuitive** , making initial use challenging and consolidation cumbersome.
- Users face **connectivity issues** , as syncing can be slow and doesn't allow automation with multiple systems simultaneously.
- Users find the **dashboard limitations** challenging, wishing for better organization and enhanced forecasting features.
- Users experience **implementation issues** with Reach Reporting, finding data consolidation and budget features cumbersome and inefficient.

#### What Are Recent G2 Reviews of Reach Reporting?

**["Flexible, Customizable Reporting That Elevates Client Insights"](https://www.g2.com/survey_responses/reach-reporting-review-12949573)**

**Rating:** 5.0/5.0 stars

_— Vinoth J._

[Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573)

**["Financial Reporting Simplified"](https://www.g2.com/survey_responses/reach-reporting-review-11683520)**

**Rating:** 5.0/5.0 stars

_— Jonaline G._

[Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520)

### [Pry](https://www.g2.com/products/pry/reviews)

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway.

**Average Rating:** 4.6/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Pry?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Pry?

- **Seller:** [Brex](https://www.g2.com/sellers/brex)
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @brexHQ  
24,030 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5ceea0c33d68c85d5119a06a168b60c71cf44809cf6544cc706f8635736ab03d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrexhq%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,146 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 79% Small, 10% Medium

#### What Are Recent G2 Reviews of Pry?

**["An incredible solution built by some very smart people who offer fantastic support!"](https://www.g2.com/survey_responses/pry-review-5355807)**

**Rating:** 5.0/5.0 stars

_— Frederic L._

[Read full review](https://www.g2.com/survey_responses/pry-review-5355807)

**["Best FP&A Tool. Period."](https://www.g2.com/survey_responses/pry-review-4922659)**

**Rating:** 5.0/5.0 stars

_— Walter C._

[Read full review](https://www.g2.com/survey_responses/pry-review-4922659)

#### What Are G2 Users Discussing About Pry?

- [How do you require pry?](https://www.g2.com/discussions/how-do-you-require-pry)
- [How do you use pry gems?](https://www.g2.com/discussions/how-do-you-use-pry-gems)
- [How do you use pry rails?](https://www.g2.com/discussions/how-do-you-use-pry-rails)
- [How does pry work?](https://www.g2.com/discussions/how-does-pry-work)

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