# Top Free Budgeting and Forecasting Software - Page 2

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

**Total Products under this Category:** 235

### Category Stats (Jul 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: July 31, 2026_

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

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

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 235+ 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=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

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

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

**Sponsored**

### Abacum

Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-31T08%3A17%3A29Z&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=154807&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%3Fpage%3D2&secure%5Btoken%5D=ce2a74a818306a7939a7064c27ebde29fec8f1c1753c45f8dea30b97d2111c36&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

### [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: 8.7/10)

#### 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)  
1,800 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)

### [IBM Cloudability](https://www.g2.com/products/ibm-cloudability/reviews)

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 202

#### How Do G2 Users Rate IBM Cloudability?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind IBM Cloudability?

- **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company)
- **Company Website:** www.apptio.com
- **Year Founded:** 1996
- **HQ Location:** Bellevue, WA
- **Twitter:** @Apptio  
9,662 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,280 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About IBM Cloudability?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of IBM Cloudability, enhancing efficiency in dashboard creation and collaboration.
- Users value the **cost visibility** provided by IBM Cloudability, enhancing accountability and simplifying multi-cloud financial management.
- Users value the **strong chargeback/showback capabilities** of IBM Cloudability, enhancing accountability and cost management efficiency.
- Users value the **efficient reporting capabilities** of IBM Cloudability, enhancing insights and decision-making on cloud spending.
- Users value the **cost visibility** Cloudability provides, enhancing accountability and simplifying multi-cloud expense management.

##### Cons

- Users find the **rightsizing recommendations lacking** in IBM Cloudability, missing crucial data for comprehensive cost analysis.
- Users find the **cost management features inadequate** , lacking comprehensive data and sophisticated allocation options for effective analysis.
- Users find the **complexity of IBM Cloudability** can hinder analysis and create a less than smooth experience.
- Users find **inadequate reporting** challenging, as it's hard to identify resources and pull data effectively.
- Users face **integration issues** with IBM Cloudability, limiting its effectiveness with non-AWS services like Azure.

#### What Are Recent G2 Reviews of IBM Cloudability?

**["Effective for Cloud Cost Optimization, Minor Hurdles"](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)**

**Rating:** 4.0/5.0 stars

_— anirban c._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)

**["Granular Visibility and Ease of Use, But Setup Can Improve"](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)**

**Rating:** 4.0/5.0 stars

_— Raghav M._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)

#### What Are G2 Users Discussing About IBM Cloudability?

- [What do you like most about Apptio Cloudability for cloud cost management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-apptio-cloudability-for-cloud-cost-management-and-what-could-be-improved)
- [What is Apptio Cloudability used for?](https://www.g2.com/discussions/what-is-apptio-cloudability-used-for)

### [OnPlan](https://www.g2.com/products/onplan-platform/reviews)

OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is fast to deploy with predesign best-practice apps and fast to learn with spreadsheet syntax. It's flexible to handle your core FP&A tasks, like juggling many scenarios, BvAs, and allocations. And it automates away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

**Average Rating:** 4.6/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate OnPlan?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.7/10 (Category avg: 8.7/10)

#### Who Is the Company Behind OnPlan?

- **Seller:** [OnPlan](https://www.g2.com/sellers/onplan)
- **Year Founded:** 2017
- **HQ Location:** Aventura, US
- **Twitter:** @onplanco  
27 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3cd60a0475e6d2a88bb51ca4d9115f6bde8e60fc55de57ab2bd120da1971a63c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonplan&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 17% Medium

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

**["Without error variance"](https://www.g2.com/survey_responses/onplan-review-7878917)**

**Rating:** 4.0/5.0 stars

_— Anwar T._

[Read full review](https://www.g2.com/survey_responses/onplan-review-7878917)

**["Empower Your Finance Team with OnPlan;Fast,Flexible and Collaborative Financial Planning & Analysis"](https://www.g2.com/survey_responses/onplan-review-7938786)**

**Rating:** 5.0/5.0 stars

_— Yash Vardhan S._

[Read full review](https://www.g2.com/survey_responses/onplan-review-7938786)

### [Jedox](https://www.g2.com/products/jedox/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Jedox?

- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Jedox?

- **Seller:** [Jedox](https://www.g2.com/sellers/jedox)
- **Company Website:** www.jedox.com
- **Year Founded:** 2002
- **HQ Location:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 51% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process.
- Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships.
- Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems.
- Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly.
- Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning.

##### Cons

- Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface.
- Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform.
- Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise.
- Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use.
- Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity.

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

**["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)**

**Rating:** 4.0/5.0 stars

_— Dmytro K._

[Read full review](https://www.g2.com/survey_responses/jedox-review-8900158)

**["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)**

**Rating:** 4.0/5.0 stars

_— Pille P._

[Read full review](https://www.g2.com/survey_responses/jedox-review-12107792)

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

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

### [JustPerform](https://www.g2.com/products/insightsoftware-justperform/reviews)

JustPerform is a new-age, cloud-native platform that empowers organisations to enhance their budgeting, forecasting, consolidation, and reporting processes. Its user-centric interface, process-oriented approach, and robust governance features facilitate seamless collaboration, fostering business agility. With a high overall rating of 4.7 out of 5 on Gartner Peer Insights, JustPerform offers: -User empowerment through self-service workflows for business users -Streamlined data management via automation for collection, collation, and transformation -Effective governance control with role-based access and granular authorisations -Real-time reports, simulations and dashboards for informed decision-making -Assured data security with SOC2 Type II & ISO 27001 compliance JustPerform has a 100% customer recommendation rating and was rated outstanding in ease of use and scalability across budgeting and consolidation in the 2023 BPM Pulse Research Study. The unified platform has also been termed as a 'Game Changer' for its new virtual model capabilities by Craig Schiff, a business performance management veteran and CEO of BPM Partners.

**Average Rating:** 4.6/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate JustPerform?

- **Has the product been a good partner in doing business?:** 9.3/10 (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:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind JustPerform?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 47% Large, 47% Medium

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

**["JustPerform is a smart & modern solution for financial consolidation"](https://www.g2.com/survey_responses/justperform-review-9715407)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/justperform-review-9715407)

**["Good Cloud-native Financial Consolidation Platform with lots of flexibility"](https://www.g2.com/survey_responses/justperform-review-9718670)**

**Rating:** 4.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/justperform-review-9718670)

### [G-Accon](https://www.g2.com/products/g-accon/reviews)

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 than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

**Average Rating:** 4.8/5.0

**Total Reviews:** 200

#### How Do G2 Users Rate G-Accon?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Adjustments:** 7.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.1/10 (Category avg: 8.7/10)

#### Who Is the Company Behind G-Accon?

- **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon)
- **Company Website:** g-accon.com
- **Year Founded:** 2017
- **HQ Location:** Novi, MI
- **Twitter:** @G\_AcconServices  
1,409 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dde5b19a6107979a3a02594d7f9cba8f281c1549094852a574bc7faa1ea6f1b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fg-accon&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CFO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 66% Small, 33% Medium

#### What Do G2 Reviewers Say About G-Accon?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of G-Accon, enabling rapid data retrieval and report generation with minimal effort.
- Users value the **automation capabilities** of G-Accon, significantly reducing report generation time and increasing efficiency.
- Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes.
- Users value the **seamless integration** of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis.
- Users value the **time-saving automation** of G-Accon, drastically reducing the time spent on financial reporting tasks.

##### Cons

- Users find **reporting issues** frustrating, noting difficulties in connecting custom reports and data loss when copying sheets.
- Users find that G-Accon's **inefficient reporting** can complicate generating accurate custom and consolidated reports.
- Users find **navigation poor** , experiencing confusion and difficulty locating features within the G-Accon platform.
- Users find the **dated interface** of G-Accon less appealing and hope for a modernized, more intuitive design.
- Users find a **steep learning curve** with G-Accon, making initial usage challenging for those unfamiliar with its features.

#### What Are Recent G2 Reviews of G-Accon?

**["Set It Up Once, Then Enjoy Effortless Auto-Updates"](https://www.g2.com/survey_responses/g-accon-review-13175410)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/g-accon-review-13175410)

**["User-Friendly Way to Make the Xero API Accessible"](https://www.g2.com/survey_responses/g-accon-review-12922876)**

**Rating:** 5.0/5.0 stars

_— Clarize P._

[Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876)

#### What Are G2 Users Discussing About G-Accon?

- [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial)
- [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment

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

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

**Average Rating:** 4.7/5.0

**Total Reviews:** 24

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

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 8.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.7/10 (Category avg: 8.7/10)

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

- **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting)
- **Year Founded:** 2010
- **HQ Location:** Wellington, New Zealand
- **Twitter:** @spotlightrep  
7,727 Twitter followers
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af899a8c43a3273b8a2ea2404d6ad22f3b26276515e28741abd2e75ed5ee2a0f&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fspotlight-reporting-limited&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 63% Small, 21% Medium

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

**["Great Onboarding, Customer Support, and Engagement"](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)**

**Rating:** 5.0/5.0 stars

_— Ryan V._

[Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)

**["Efficient and easy to use !"](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)**

**Rating:** 5.0/5.0 stars

_— Sara V._

[Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)

#### What Are G2 Users Discussing About Spotlight Reporting?

- [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes

### [Syft](https://www.g2.com/products/syft-analytics-syft/reviews)

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 reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.

**Average Rating:** 4.8/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Syft?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Adjustments:** 8.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.8/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Syft?

- **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics)
- **Year Founded:** 2016
- **HQ Location:** Wilmington, US
- **Twitter:** @Syft\_Analytics  
511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af4f1d9ac83a42d134a9ab0899b2fe783a627879f861f00400b88c914ec4dde8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17981719&secure%5Burl_type%5D=linkedin_company_website)  
96 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 70% Small, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive and versatile reporting** of Syft, significantly enhancing decision-making and time efficiency.
- Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms.
- Users value the **ease of integration and professional report options** that enhance financial management in small businesses.
- Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly.
- Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity.

##### Cons

- Users face **connectivity issues** with limited data options and syncing problems, though support is helpful when available.
- Users find the **customization difficulties** in Syft limit their ability to create detailed reports and comparisons.
- Users face **Excel integration issues** , limiting data connections and restricting advanced reporting capabilities compared to Excel.
- Users find Syft to be **expensive** , as costs increase significantly for accessing all its fantastic features.
- Users note a noticeable **learning curve** with Syft, especially for mastering advanced analytics tools despite helpful training resources.

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

**["Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation"](https://www.g2.com/survey_responses/syft-review-12724312)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/syft-review-12724312)

**["Easy-to-create reports based on financial data to provide clear insights."](https://www.g2.com/survey_responses/syft-review-10454041)**

**Rating:** 4.5/5.0 stars

_— Vaibhav L._

[Read full review](https://www.g2.com/survey_responses/syft-review-10454041)

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

- [Is Syft free?](https://www.g2.com/discussions/is-syft-free)
- [Who created SYFT?](https://www.g2.com/discussions/who-created-syft)
- [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost)

### [Finmark](https://www.g2.com/products/finmark/reviews)

Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive.

**Average Rating:** 4.6/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Finmark?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.0/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Finmark?

- **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com)
- **Year Founded:** 2006
- **HQ Location:** San Jose, CA
- **Twitter:** @billcom  
17,263 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d22db23b6cb1bd301ba090eb462d496baebf39c70a21d783e275ea71dbc931be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbill%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,407 employees on LinkedIn®
- **Ownership:** NYSE: BILL

#### Who Uses This Product?

- **Company Size:** 94% Small

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

**["Powerful projecting software"](https://www.g2.com/survey_responses/finmark-review-7384304)**

**Rating:** 5.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/finmark-review-7384304)

**["We absolutely love the Finmark product and so do our clients!"](https://www.g2.com/survey_responses/finmark-review-6946864)**

**Rating:** 5.0/5.0 stars

_— Frank M._

[Read full review](https://www.g2.com/survey_responses/finmark-review-6946864)

### [Allfred](https://www.g2.com/products/allfred/reviews)

Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.

**Average Rating:** 4.7/5.0

**Total Reviews:** 52

#### How Do G2 Users Rate Allfred?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 9.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.2/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Allfred?

- **Seller:** [Allfred](https://www.g2.com/sellers/allfred)
- **Year Founded:** 2020
- **HQ Location:** Bratislava, Slovakia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efb28663f5adcf2044aff9f013e125df8c585cc5e88f5222ca43b68e9c84357a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallfred&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Account Manager
- **Top Industries:** Marketing and Advertising
- **Company Size:** 83% Small, 17% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving features** of Allfred, streamlining their workflows and enhancing overall productivity effortlessly.
- Users appreciate the **ease of use** of Allfred, finding it simplifies tasks and integrates seamlessly with other tools.
- Users love the **simplicity and organization** of Allfred's task management, integrating everything they need in one place.
- Users value the **comprehensive project management capabilities** of Allfred, enhancing team coordination and task transparency effectively.
- Users appreciate the **robust features** of Allfred, enhancing efficiency in budgeting, tracking, and project management.

##### Cons

- Users find that occasionally **loading times can be slow** , especially with large data sheets affecting the experience.
- Users notice occasional **slow performance** , especially with large data sheets, but it's improving in newer versions.
- Users experience **slow update issues** with Allfred, causing frustration when tasks remain marked as ongoing for too long.
- Users report occasional **bug issues** that can disrupt workflow, though they are generally considered minor inconveniences.
- Users encounter occasional **glitches** with Allfred, which can disrupt workflow but are generally minor.

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

**["One-Stop Tool for Managing Sales, Production, and Team Capacity"](https://www.g2.com/survey_responses/allfred-review-12279476)**

**Rating:** 4.0/5.0 stars

_— Adriano V._

[Read full review](https://www.g2.com/survey_responses/allfred-review-12279476)

**["Efficient and Intuitive, But Room for Improvement"](https://www.g2.com/survey_responses/allfred-review-10617922)**

**Rating:** 4.5/5.0 stars

_— Vladyslav M._

[Read full review](https://www.g2.com/survey_responses/allfred-review-10617922)

### [Float](https://www.g2.com/products/float/reviews)

Float is an award-winning cash flow management and forecasting add-on for businesses using Xero or Quickbooks Online accounting software. Float creates visual cash flow forecasts that are accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.

**Average Rating:** 4.4/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate Float?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.4/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Float?

- **Seller:** [Float](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683)
- **Company Website:** www.floatapp.com
- **Year Founded:** 2010
- **HQ Location:** Edinburgh, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=597b8e4442c3dc75053ba372d8cd91130ca34629c056c4355bc1d3e00172953d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffloat_2%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 76% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Float's **ease of use** remarkable, making team management and scheduling intuitive and efficient.
- Users love the **easy setup** of Float, making transitions from spreadsheets smooth and effective for team management.
- Users value the **efficiency improvement** that Float offers, making team management and scheduling effortless and intuitive.
- Users appreciate the **intuitive setup and usability** of Float, enhancing workflow management and team coordination effectively.
- Users appreciate the **ease of planning** with Float, enjoying intuitive scheduling that enhances team accountability and productivity.

##### Cons

- Users find it inconvenient that Float has a **lack of daily hour tracking** , hindering effective workload management.

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

**["Efficient Scheduling Tool with Room for Improvement"](https://www.g2.com/survey_responses/float-review-11870270)**

**Rating:** 4.0/5.0 stars

_— holly c._

[Read full review](https://www.g2.com/survey_responses/float-review-11870270)

**["Automated Cash Flow Forecasting"](https://www.g2.com/survey_responses/float-review-4898568)**

**Rating:** 5.0/5.0 stars

_— Julie R._

[Read full review](https://www.g2.com/survey_responses/float-review-4898568)

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

- [What is float app?](https://www.g2.com/discussions/what-is-float-app)
- [How does float app work?](https://www.g2.com/discussions/how-does-float-app-work)
- [What are the key components of a cash flow forecast?](https://www.g2.com/discussions/what-are-the-key-components-of-a-cash-flow-forecast)
- [How is floating cash flow used?](https://www.g2.com/discussions/how-is-floating-cash-flow-used)

### [PlanGuru](https://www.g2.com/products/planguru/reviews)

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

**Average Rating:** 4.5/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate PlanGuru?

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Adjustments:** 8.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.6/10 (Category avg: 8.7/10)

#### Who Is the Company Behind PlanGuru?

- **Seller:** [PlanGuru](https://www.g2.com/sellers/planguru)
- **Year Founded:** 2013
- **HQ Location:** Wilkes Barre, PA
- **Twitter:** @planguru  
196 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60b40a541bddfc77c78db406a86db973c2009fad89fcd48b1cb52bf1764cb708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanguru%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 65% Small, 38% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust support and extensive features** of PlanGuru, greatly enhancing their financial data management.
- Users value the **outstanding customer support** from Plan Guru, enhancing the overall experience with personalized assistance.
- Users praise the **knowledgeable customer support** of PlanGuru, making financial data integration seamless and effective.
- Users value the **customization options** in PlanGuru, enhancing their reporting experience with tailored KPI and data sets.
- Users appreciate the **easy implementation** of PlanGuru, benefiting from knowledgeable support during data integration.

##### Cons

- Users find the **complexity of features** in PlanGuru can be confusing, though support is readily available.
- Users experience **confusion** due to numerous features, though the PlanGuru team provides helpful support when needed.

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

**["Plan Guru is great!"](https://www.g2.com/survey_responses/planguru-review-9572323)**

**Rating:** 4.0/5.0 stars

_— Verified User in Environmental Services_

[Read full review](https://www.g2.com/survey_responses/planguru-review-9572323)

**["RTA Group Review of Plan Guru"](https://www.g2.com/survey_responses/planguru-review-9421484)**

**Rating:** 5.0/5.0 stars

_— Jill S._

[Read full review](https://www.g2.com/survey_responses/planguru-review-9421484)

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

- [What does Planguru do?](https://www.g2.com/discussions/what-does-planguru-do) - 1 comment
- [How much does PlanGuru cost?](https://www.g2.com/discussions/how-much-does-planguru-cost)
- [What is budget maestro?](https://www.g2.com/discussions/what-is-budget-maestro)

### [Kepion](https://www.g2.com/products/kepion/reviews)

Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Kepion?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.0/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.9/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Kepion?

- **Seller:** [Kepion](https://www.g2.com/sellers/kepion)
- **Year Founded:** 2009
- **HQ Location:** Seattle, US
- **Twitter:** @kepion  
170 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61b229e2d6fdd8b2f7bbdf1ed09b75e384aafd5cd35d9a59447b760d4017b0af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F438641%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 53% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kepion's **user-friendly interface** enhances navigation and planning, facilitating smooth adoption and effective use.
- Users value the **flexibility and integration** of Kepion, enhancing budgeting, forecasting, and planning efficiency seamlessly.
- Users highlight the **ease of learning** Kepion, appreciating its intuitive interface and quick adoption by teams.
- Users commend Kepion for its **efficiency** in enhancing planning processes and facilitating seamless team collaboration.
- Users praise Kepion for its **intuitive forecasting** capabilities, enhancing efficiency and facilitating smarter business decisions.

##### Cons

- Users face **dashboard setup flexibility issues** , necessitating clearer guidance for effective data actions and formatting adjustments.
- Users face **difficult learning** curves due to complex setup requirements and the need for technical knowledge in Kepion.
- Users note the **limited options** for advanced analytics and reporting templates compared to specialized BI tools.
- Users find the **complexity in dashboard setup** challenging, particularly needing SQL knowledge for building rules effectively.
- Users find the **dashboard limitations** frustrating, citing inflexible setup and inadequate formatting options for layout adjustments.

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

**["Order, security, and structure for your business process"](https://www.g2.com/survey_responses/kepion-review-11635407)**

**Rating:** 5.0/5.0 stars

_— Francisco R._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11635407)

**["Reliable, Intuitive, and Easy to Implement"](https://www.g2.com/survey_responses/kepion-review-11599697)**

**Rating:** 5.0/5.0 stars

_— Carolina d._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11599697)

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

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

### [Catalyst](https://www.g2.com/products/ebm-software-catalyst/reviews)

Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and Forecasting have never been this simple. Catalyst allows you to easily slice, dice, drill down and pivot enormous amounts of granular data instantaneously to get a complete picture of your business, find anomalies, draw fully-baked insights and make fact-based decisions that positively impact your business. Analyze and create reporting for any data source, from your financials to big data. Don’t just find anomalies, understand them. Catalyst brings all of your data into one clear view: a simple, app-like interface that serves as a single source of truth and democratizes data for your organization. With Catalyst, you finally get a complete view of your business and clarity for the path forward.

**Average Rating:** 4.5/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Catalyst?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 9.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Catalyst?

- **Seller:** [EBM Software](https://www.g2.com/sellers/ebm-software)
- **Year Founded:** 2010
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbff006b746c718282d5aa8b7e0221987d91b815e303338c084ee4fc24ffdbf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Febmsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Goods
- **Company Size:** 50% Medium, 35% Small

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

**["I can get to answers quickly and create models for future projections"](https://www.g2.com/survey_responses/catalyst-review-5080905)**

**Rating:** 5.0/5.0 stars

_— Vince J._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-5080905)

**["Excellent Consolidation Tool for Single Source of Data"](https://www.g2.com/survey_responses/catalyst-review-7509217)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/catalyst-review-7509217)

### [Modeliks](https://www.g2.com/products/modeliks/reviews)

All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups (https://www.modeliks.com). It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. What do you get from using Modeliks? Financial Planning Build accurate, driver based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data driven and informed decisions. Business Planning Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates by industry. Features: Financial Planning - Automated & error free forecasting - By business unit, department, geography, project, store, etc. - Automated financial statements (P& Balance Sheet, Cashflow) - Consolidate to total company; Allocate costs to operating units - Financial model templates by industry - Advanced, driver based planning - Scenario planning Reporting - Automated performance tracking - Actual vs Plan vs Previous Periods reporting - By business unit, department, geography, project, store, etc. - Variance analysis, Custom dashboards & KPIs, Ratios - Management reports to explain the reasons behind the variances - Quickbooks integration or upload trial balance from excel Business Plan & Pitch Deck Creator - AI powered business plan creator - Professional pitch deck templates - Step by step guidance - Integrated financials - Collaborate, export share with anyone

**Average Rating:** 4.9/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Modeliks?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 10.0/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.7/10)

#### Who Is the Company Behind Modeliks?

- **Seller:** [Modeliks Limited](https://www.g2.com/sellers/modeliks-limited)
- **Year Founded:** 2022
- **HQ Location:** Dublin
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cb2a7eade6971ae933192a261e8308e1bb4854a7c6d6f39a2ffedccb323b0127&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmodeliks%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

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

**["Transformative experience!"](https://www.g2.com/survey_responses/modeliks-review-9110419)**

**Rating:** 5.0/5.0 stars

_— Philipp J._

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9110419)

**["Scenario analyses and financial planning with Modeliks"](https://www.g2.com/survey_responses/modeliks-review-9125025)**

**Rating:** 5.0/5.0 stars

_— Aleksandra T._

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9125025)

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