# Best Budgeting and Forecasting Software for Medium-Sized Businesses *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Budgeting and Forecasting category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Budgeting and Forecasting to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Budgeting and Forecasting category. In addition to qualifying for inclusion in the Budgeting and Forecasting Software category, to qualify for inclusion in the Medium-Sized Business Budgeting and Forecasting Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business. ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 265 ### Category Stats (Jun 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 240 - **Buyer Segments**: Mid-Market 56% │ Small-Business 26% │ Enterprise 18% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: SAS Intelligent Performance Management (+1.53%) - Among all products in this category, SAS Intelligent Performance Management recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 11,200+ Authentic Reviews - 265+ 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. ## Top Budgeting and Forecasting Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (393 reviews) | Cross-functional connected budgeting and scenario forecasting | "[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)" | | 2 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (329 reviews) | Excel-native multi-source budgeting and consolidation | "[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native FP&A with centralized version control | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (222 reviews) | Multidimensional budgeting with in-memory scenario modeling | "[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)" | | 5 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (489 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[Comprehensive FP&A Solution with Excellent Partner Support](https://www.g2.com/survey_responses/planful-review-12880581)" | | 6 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (98 reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 8 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,128 reviews) | Linked budget-to-report financial close workflows | "[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)" | | 9 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (146 reviews) | Multi-source consolidation with unified budgeting and forecasting | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 10 | [Velixo](https://www.g2.com/products/velixo/reviews) | 4.7/5.0 (252 reviews) | ERP-to-Excel budgeting with live writeback | "[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)" | ## Which Type of Budgeting and Forecasting Software Tools Are You Looking For? - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) *(current)* - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- **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&secure%5Bcategory_id%5D=1538&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%2Fmid-market&secure%5Btoken%5D=5ad1606a6a6bb2758eff8fd3ad71a3d7ba28cd7e8292c40854c8585f7c42471f&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) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [Datarails](https://www.g2.com/products/datarails/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 329 **Product Description:** Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Datarails, particularly appreciating its intuitive structure and seamless Excel integration. - Users appreciate the **reporting efficiency** of Datarails, which streamlines financial processes and enhances data management. - Users appreciate the **Excel integration** of Datarails, allowing seamless use of familiar tools for advanced data management. - Users value Datarails for its **efficient data management** , simplifying financial reporting and enhancing accuracy across multiple sources. - Users highlight Datarails' **remarkable efficiency** in automating data processes, greatly simplifying their workflows and enhancing productivity. **Cons:** - Users find the **learning difficulty** in Datarails challenging, especially for those not tech savvy. - Users often face a **steep learning curve** with Datarails, requiring significant time to master its complex functionalities. - Users find the **missing features** like exporting to Excel and custom column functionality frustrating and limiting. - Users find the **steep learning curve** challenging, requiring dedicated time and training to master Datarails effectively. - Users experience **complexity in data input** , making troubleshooting and tracing data points a challenging task initially. #### Key Features - Planning - Collaboration - Consolidation - Historical Data - Forward Looking #### What Are Recent G2 Reviews of Datarails? **"[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)"** **Rating:** 5.0/5.0 stars *— Elizabeth W.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12876184) --- **"[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)"** **Rating:** 5.0/5.0 stars *— Monica P.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12804837) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 2. [Vena](https://www.g2.com/products/vena/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 469 **Product Description:** Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Vena, making it simple for anyone familiar with Excel to start quickly. - Users value the **seamless Excel integration** in Vena, enhancing ease of use and minimizing IT involvement. - Users praise Vena for its **single source of truth** and flexibility in budgeting and forecasting processes. - Users value the **intuitive and user-friendly interface** of Vena, making finance management straightforward and accessible. - Users commend **Vena's efficient reporting capabilities** , enhancing financial planning and data analysis with exceptional support. **Cons:** - Users find that the **learning difficulty** of Vena can be overwhelming and requires time to overcome. - Users find the **learning curve challenging** , often feeling overwhelmed when starting with Vena's advanced features. - Users find the **steep learning curve** of Vena challenging initially, requiring time and effort to master effectively. - Users find the **difficult learning** curve and setup process of Vena challenging, especially for newcomers and advanced features. - Users experience **slow loading times** with Vena, particularly when dealing with extensive staffing data and templates. #### Key Features - Budgeting - Data Visualization - Collaboration - Data Import - Consolidation #### What Are Recent G2 Reviews of Vena? **"[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)"** **Rating:** 4.5/5.0 stars *— Akshit M.* [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 3. [Aleph](https://www.g2.com/products/getaleph/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 98 **Product Description:** 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. ### What Do G2 Reviewers Say About Aleph? *AI-generated summary from verified user reviews* **Pros:** - Users find Aleph to be an **intuitive and user-friendly tool** that simplifies data consolidation and reporting through Excel integration. - Users value the **ease of implementation** of Aleph, enabling swift integration with existing processes and Excel familiarity. - Users praise Aleph's **excellent customer support** and readiness to assist with any inquiries, enhancing their experience. - Users value the **implementation ease** of Aleph, enabling quick integration without extensive rework or consultant needs. - Users value the **Excel integration** of Aleph, enhancing efficiency and streamlining existing processes with ease. **Cons:** - Users note the **missing features** in Aleph, wishing for better customization and full planning capabilities. - Users report **slow performance** with complex dashboards, especially during data refreshes and when handling large datasets. - Users experience **frequent glitches and bugs** with Aleph, impacting usability despite ongoing improvements from the team. - Users experience **Excel integration issues** with slower performance and less efficient dashboard setup compared to Excel. - Users face **long refresh times** with Aleph, causing delays in data extraction despite improvements underway. #### Key Features - Data Import - Consolidation - Historical Data - Variance Analysis - Data Import #### What Are Recent G2 Reviews of Aleph? **"[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)"** **Rating:** 5.0/5.0 stars *— Richard A.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12658189) --- **"[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)"** **Rating:** 5.0/5.0 stars *— Michele Z.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12673821) --- ### 4. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **Product Description:** IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of IBM Planning Analytics, enhancing accuracy and saving time in planning and reporting tasks. - Users value the **planning efficiency** of IBM Planning Analytics, enabling seamless KPIs creation and enhanced reporting processes. - Users value the **strong data visualization features** of IBM Planning Analytics for effective financial decision-making. - Users highlight the **forecasting accuracy** of IBM Planning Analytics, enjoying enhanced efficiency and insightful data management. - Users appreciate the **ease of use** in IBM Planning Analytics, enabling quick data analysis and efficient planning. **Cons:** - Users face a **steep learning curve** with IBM Planning Analytics, requiring extensive effort to navigate its functionalities. - Users face a **steep learning curve** with IBM Planning Analytics, complicating initial setup and onboarding processes. - Users face a **steep learning curve** with IBM Planning Analytics, complicating setup and requiring strong technical skills. - Users find the **complexity of setup and user interface** challenging, especially for newcomers without adequate training. - Users face a **difficult learning curve** with IBM Planning Analytics, especially for mastering advanced features and workflows. #### Key Features - Budgeting - Collaboration - Variance Analysis - Optimization - Data Import #### 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) ### 5. [Anaplan](https://www.g2.com/products/anaplan/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 393 **Product Description:** Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users find Anaplan's **ease of use** impressive, facilitating quick updates and effective real-time collaboration for diverse planning needs. - Users appreciate the **user-friendly modeling interface** of Anaplan, making it ideal for diverse planning needs. - Users value the **impressive flexibility** of Anaplan, adapting seamlessly to specialized business needs and varied use cases. - Users highlight Anaplan's **efficiency** in streamlining various processes across multiple industries effectively. - Users value the **easy implementation and flexible modeling** of Anaplan, enhancing collaboration and planning across teams. **Cons:** - Users often express concerns about the **expensive licensing and performance limitations** of Anaplan when working with large datasets. - Users note the **missing essential features** in Anaplan hinder full utilization and affect the overall user experience. - Users face a **steep learning curve** with Anaplan, making it challenging for new users to adapt effectively. - Users experience **performance issues** with Anaplan, noting clunkiness in forecasting models and slow error handling. - Users find Anaplan **expensive** , which discourages them from utilizing advanced features and functionalities effectively. #### Key Features - Customization - Shift Scheduling - Data Visualization - Collaboration - Production Planning - Supply Chain Planning #### What Are Recent G2 Reviews of Anaplan? **"[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)"** **Rating:** 5.0/5.0 stars *— Tony V.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12677648) --- **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment ### 6. [Planful](https://www.g2.com/products/planful/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 489 **Product Description:** Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com. ### What Do G2 Reviewers Say About Planful? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Planful's **ease of use** , noting its user-friendly interface and efficient setup for streamlined planning and tracking. - Users value the **powerful reporting capabilities** of Planful for enhancing productivity and streamlining workflows. - Users value the **reporting efficiency** of Planful, streamlining processes and enhancing productivity with effective data management. - Users appreciate the **automation features** of Planful, enhancing efficiency and accuracy in financial processes and reporting. - Users appreciate Planful for its **intuitive UI/UX and powerful automation** , enhancing efficiency and strategic decision-making. **Cons:** - Users find the **steep learning curve** challenging, particularly with advanced functions and configurations in Planful. - Users experience a **steep learning curve** with Planful, particularly for advanced functions and initial setup. - Users struggle with **not intuitive** aspects of Planful, particularly regarding data drill-down and report editing processes. - Users find the **missing features** in Planful, particularly in reporting options and user access, quite limiting. - Users face **slow performance** with Planful, experiencing lengthy calculation times and lag during peak usage periods. #### Key Features - Budgeting - Data Analysis - Scorecards - Data Import - Historical Data #### What Are Recent G2 Reviews of Planful? **"[Flexible, Easy-to-Use System That Handles High Data Volumes with Confidence](https://www.g2.com/survey_responses/planful-review-12880930)"** **Rating:** 4.5/5.0 stars *— Verified User in Veterinary* [Read full review](https://www.g2.com/survey_responses/planful-review-12880930) --- **"[Comprehensive FP&A Solution with Excellent Partner Support](https://www.g2.com/survey_responses/planful-review-12880581)"** **Rating:** 4.5/5.0 stars *— Ivan C.* [Read full review](https://www.g2.com/survey_responses/planful-review-12880581) --- #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### 7. [Abacum](https://www.g2.com/products/abacum/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 144 **Product Description:** 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. ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **responsive and customer-oriented support** of Abacum, which enhances their overall experience significantly. - Users find Abacum's **ease of use** enhances flexibility in reporting and empowers effective data management for all teams. - Users value the **seamless integrations and user-friendly design** of Abacum, enhancing financial planning and decision-making. - Users value the **easy implementation** of Abacum, enhancing efficiency and empowering teams with user-friendly tools. - Users value the **flexibility** of Abacum, enabling customized solutions tailored to their unique business needs. **Cons:** - Users find that **learning difficulty** arises from complex reporting configurations and the need for close management of AI classifiers. - Users note **missing features** like slow reporting, limited formulas, and transaction classification difficulties in Abacum. - Users find the **complex setup** necessary for Abacum's features can be cumbersome and requires initial training. - Users experience a **slight learning curve** with Abacum, but appreciate the excellent support during onboarding. - Users experience a **steep learning curve** with Abacum, though help from support eases the process significantly. #### Key Features - Data Import - Consolidation - Historical Data - Variance Analysis - Data Import #### What Are Recent G2 Reviews of Abacum? **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- **"[Powerful FP&A tool, and surprisingly easy to use](https://www.g2.com/survey_responses/abacum-review-12632724)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/abacum-review-12632724) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### 8. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 113 **Product Description:** Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain's **ease of use** remarkable, streamlining FP&A tasks and enhancing collaboration effortlessly. - Users are impressed with Drivetrain's **flexible report creation** , enabling quick, customized metrics and effortless collaboration. - Users value the **reporting efficiency** of Drivetrain, enjoying fast, automated report generation and streamlined workflows. - Users appreciate the **excellent customer support** provided by Drivetrain, enhancing their overall experience and satisfaction. - Users love the **easy integrations** of Drivetrain, enabling seamless data connectivity and streamlined collaboration for FP&A processes. **Cons:** - Users note a **challenging learning curve** initially, requiring time and effort to master the system's features. - Users note the **missing features** in Drivetrain, such as limited report building and no conditional formatting options. - Users report a **learning difficulty** with Drivetrain, requiring time to adapt and understand its features effectively. - Users face a **steep learning curve** initially, requiring significant time commitment to fully utilize Drivetrain's features. - Users find a **difficult learning curve** with Drivetrain's advanced features, needing better support and documentation for efficiency. #### Key Features - Data Analysis - Collaboration - Versioning - Forecast Types - Data Import #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[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) --- ### 9. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 104 **Product Description:** Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **flexibility** of Pigment, allowing easy adjustments to models as organizational needs evolve. - Users appreciate the **flexibility and multidimensionality** of Pigment, enjoying real-time updates and intuitive design. - Users praise the **efficient customer support** of Pigment, appreciating its responsiveness and effective implementation. - Users value the **ease of use** of Pigment, finding it straightforward to implement and integrate seamlessly. - Users value the **automation capabilities** of Pigment, enhancing their forecasting accuracy and efficiency across multiple entities. **Cons:** - Users experience **data inaccuracy** due to incomplete data sets, causing delays for analysts and report builders. - Users find the **complexity of formulas** challenging, impacting their ability to efficiently use the Pigment product. - Users find the **complex setup** of Pigment challenging, desiring simpler methods for API integration and ownership changes. - Users report **connectivity issues** with Pigment, particularly when handling large data volumes and slow calculations. - Users find the **formulas tricky** and desire simpler options for setting up and managing APIs. #### Key Features - Reports Interface - Historical Snapshots - Variance Analysis - What-If - Consolidation #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 10. [Velixo](https://www.g2.com/products/velixo/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 252 **Product Description:** Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo. ### What Do G2 Reviewers Say About Velixo? *AI-generated summary from verified user reviews* **Pros:** - Users find Velixo's **ease of use** beneficial, as it integrates seamlessly with Excel and enhances reporting efficiency. - Users value the **Excel integration** of Velixo, simplifying accounting processes with robust, up-to-date models and reporting. - Users appreciate the **reporting efficiency** of Velixo, simplifying data extraction and enabling real-time financial reporting. - Users value Velixo for its **time-saving capabilities** , enabling efficient, real-time reporting with seamless Excel integration. - Users value the **time-saving efficiency** of Velixo, significantly enhancing their reporting and data review processes. **Cons:** - Users face challenges with **Excel dependency** , including lag, integration limits, and a steep learning curve. - Users experience **slow performance** with Velixo, noting significant loading times that can hinder productivity. - Users face **Excel integration issues** with Velixo, leading to complications and limitations in functionality and ease of use. - Users note a **steep learning curve** with Velixo, especially for those unfamiliar with Excel or the ERP system. - Users find Velixo's **formula issues** cumbersome, particularly with complex reporting and hard-coded elements like file names. #### Key Features - Versioning - Consolidation - AI - Forward Looking - Data Import #### What Are Recent G2 Reviews of Velixo? **"[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)"** **Rating:** 5.0/5.0 stars *— Johanna K.* [Read full review](https://www.g2.com/survey_responses/velixo-review-10438038) --- **"[Streamlined Budgeting & Data Analysis](https://www.g2.com/survey_responses/velixo-review-11544025)"** **Rating:** 5.0/5.0 stars *— Kelly M.* [Read full review](https://www.g2.com/survey_responses/velixo-review-11544025) --- #### 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 ### 11. [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,128 **Product Description:** Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva ### What Do G2 Reviewers Say About Workiva? *AI-generated summary from verified user reviews* **Pros:** - Users find Workiva's interface **easy and intuitive** , making information management and updates straightforward and efficient. - Users value the **collaboration features** of Workiva, enabling efficient teamwork and real-time updates on documents. - Users appreciate the **intuitive linking tool** , which streamlines financial reporting and saves significant time in updates. - Users appreciate the **ease of team collaboration** in Workiva, enhancing efficiency and simplifying report management. - Users appreciate the **integrated reporting** features of Workiva, enhancing efficiency in compliance and decision-making. **Cons:** - Users find the **missing features** of Workiva hinder their efficiency, particularly in reporting and integration capabilities. - Users feel the **learning curve is steep** , requiring significant time and experience to use Workiva effectively. - Users find the **learning difficulty** of Workiva challenging, particularly for those less familiar with technology. - Users find Workiva has **limited functionality** , particularly lacking in features like pivot tables and intuitive workflow management. - Users find **limitations in functionality** compared to Excel and Word, needing better Office integration and advanced features. #### Key Features - Consolidation - Investment - Audit - Risk Classification - Reporting #### What Are Recent G2 Reviews of Workiva? **"[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)"** **Rating:** 4.5/5.0 stars *— Michelle L.* [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) --- **"[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)"** **Rating:** 4.0/5.0 stars *— Chad B.* [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) --- ### 12. [Mosaic Tech](https://www.g2.com/products/mosaic-tech/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 217 **Product Description:** Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to info@mosaic.tech. ### What Do G2 Reviewers Say About Mosaic Tech? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive and helpful customer support** at Mosaic Tech, enhancing their overall experience and satisfaction. - Users praise the **implementation ease** of Mosaic Tech, appreciating the straightforward setup and supportive onboarding process. - Users appreciate the **speed** with which Mosaic Tech simplifies and automates complex financial tasks, enhancing decision-making efficiency. - Users benefit from the **streamlined report creation** in Mosaic Tech, enhancing efficiency and clarity in data presentation. - Users value the **reporting efficiency** of Mosaic Tech, appreciating quick setup and real-time updates for accurate analysis. **Cons:** - Users find **difficult customization** in Mosaic Tech limits their ability to tailor the software to their needs effectively. - Users face **customization difficulties** with Mosaic Tech, finding the limitations restrictive for tailored solutions and reports. - Users report **difficulties in data management** , citing challenges with model editing and limited integration options. - Users face a **learning difficulty** with Mosaic Tech due to its complex formulas and syntax compared to Excel. - Users note the **missing features** in Mosaic Tech, indicating a need for more advanced functionalities and integrations. #### Key Features - Data Import - Historical Data - Forecasts Comparison - Data Validation - Report Types #### What Are Recent G2 Reviews of Mosaic Tech? **"[Strong planning and real-time reporting tool](https://www.g2.com/survey_responses/mosaic-tech-review-10829789)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10829789) --- **"[Mosaic for Budgeting and Reporting](https://www.g2.com/survey_responses/mosaic-tech-review-10519207)"** **Rating:** 5.0/5.0 stars *— Dan O.* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10519207) --- #### What Are G2 Users Discussing About Mosaic Tech? - [What does Mosaic Tech do?](https://www.g2.com/discussions/what-does-mosaic-tech-do) - [What is FP&A software?](https://www.g2.com/discussions/mosaic-tech-what-is-fp-a-software) - [What is the Mosaic platform?](https://www.g2.com/discussions/what-is-the-mosaic-platform) ### 13. [LiveFlow](https://www.g2.com/products/liveflow/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **Product Description:** LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **ease of use** of LiveFlow, enabling quick setup and seamless ongoing reporting management. - Users value LiveFlow for its **time-saving capabilities** , streamlining month-end reviews and simplifying report generation. - Users highlight the **time-saving aspect** of LiveFlow, significantly speeding up their monthly reporting and reviews. - Users commend the **reporting efficiency** of LiveFlow, significantly reducing manual effort and enhancing report quality. - Users highly value the **efficiency** of LiveFlow, drastically reducing time spent on financial reporting and data updates. **Cons:** - Users highlight the need for **missing features** like improved third-party integrations and budget imports in LiveFlow. - Users find LiveFlow has **limited customization** options for reports, requiring manual adjustments that reduce efficiency. - Users find LiveFlow's **inefficient reporting** process cumbersome, requiring manual adjustments and recreating custom reports from scratch. - Users feel the pricing of LiveFlow is **expensive** , making it a consideration for early-stage businesses. - Users find the **limited reporting** capabilities of LiveFlow frustrating, preferring more automated and customizable options. #### Key Features - Data Import - Historical Data - Variance Analysis - Data Import - Report Templates #### What Are Recent G2 Reviews of LiveFlow? **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 14. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **Product Description:** Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix Software to be **very easy to use** , enhancing efficiency for both finance and non-finance teams. - Users enjoy the **flexible reporting capabilities** of Prophix Software, enhancing efficiency and ease in financial management. - Users appreciate the **financial data centralization** in Prophix, enhancing accessibility and accuracy for multiple users. - Users value the **reporting efficiency** of Prophix Software, enhancing monthly reporting and simplifying the close process. - Users value the **time-saving capabilities** of Prophix, streamlining operations and enhancing efficiency across departments. **Cons:** - Users often experience **slow performance** , particularly with report loading times, affecting efficiency and report accessibility. - Users find a **steep learning curve** with Prophix Software, especially in data integration and formula challenges. - Users find Prophix has a **steep learning curve** , requiring extensive training and time investment for effective use. - Users often face a **steep learning curve** with Prophix, requiring significant time and training for effective use. - Users find the **limited functionality** of Prophix Software restricts their reporting capabilities and overall efficiency. #### Key Features - Planning - Data Visualization - Version Control - Versioning - Consolidation #### What Are Recent G2 Reviews of Prophix Software? **"[Automated Workflows and Clear, Timely Reporting Insights](https://www.g2.com/survey_responses/prophix-software-review-12835971)"** **Rating:** 4.5/5.0 stars *— Graham L.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12835971) --- **"[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) --- #### 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 ### 15. [Budgyt](https://www.g2.com/products/budgyt/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 103 **Product Description:** 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. ### What Do G2 Reviewers Say About Budgyt? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Budgyt for its **ease of use** , finding it simple for data uploads and intuitive presentations. - Users value the **affordable pricing and user-friendly interface** of Budgyt, enhancing budget management for non-profits. - Users value the **responsive and helpful customer support** from Budgyt, ensuring solutions whenever needed. - Users appreciate how Budgyt enhances **budgeting efficiency** by streamlining processes across multiple locations and improving visibility. - Users enjoy the **budgeting efficiency** of Budgyt, simplifying processes with exceptional support and improved visibility. **Cons:** - Users face **integration issues** with Budgyt, limiting automation to one company, which hampers multi-entity management. - Users feel that Budgyt is **expensive** , especially considering high initial setup costs and limited user-friendly features. - Users find the **inefficient reporting** less visually appealing, especially for presentations to non-financial audiences. - Users face a notable **learning difficulty** with Budgyt, particularly for those not familiar with accounting practices. - Users find notable **limitations in integration capabilities** with Budgyt, particularly for handling multiple entities efficiently. #### Key Features - Versioning - Consolidation - Historical Data - Forecasts Comparison - Data Consolidation #### What Are Recent G2 Reviews of Budgyt? **"[Robust Payroll Budgeting Module](https://www.g2.com/survey_responses/budgyt-review-10479862)"** **Rating:** 5.0/5.0 stars *— Matthew V.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-10479862) --- **"[Budgyt is awesome!](https://www.g2.com/survey_responses/budgyt-review-10887248)"** **Rating:** 5.0/5.0 stars *— Kathleen P.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-10887248) --- #### What Are G2 Users Discussing About Budgyt? - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment ### 16. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **Product Description:** Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Spreadsheet Server, appreciating its simple setup and seamless integration with Excel. - Users appreciate the **easy report generation** capabilities of Spreadsheet Server, enhancing efficiency through automation and accessible support. - Users value the **report creation feature** for its ease in generating timely and accurate reports from Excel. - Users value the **reporting quality** of Spreadsheet Server, enabling quick updates and accurate, tailored financial insights. - Users commend the **swift and knowledgeable customer support** which enhances their experience with Spreadsheet Server. **Cons:** - Users experience **slow performance** when opening Excel files, which can hinder quick access to information. - Users face **integration issues** with non-standard ERP databases, needing custom SQL that may reduce product effectiveness. - Users find the **limited customization** for non-standard ERP databases affects the product's overall robustness and usability. - Users report **performance issues** with Spreadsheet Server, including delays after transitioning from a client-based service to cloud-based. - Users note **project delays** with Spreadsheet Server after transitioning to cloud-based solutions, though some have adapted over time. #### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware? **"[Easy-to-Automate Queries for Thorough, Department-Wide Reporting](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)"** **Rating:** 4.0/5.0 stars *— Brandon H.* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202) --- **"[Versatile](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)"** **Rating:** 4.0/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292) --- ### 17. [Solver](https://www.g2.com/products/solver/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 246 **Product Description:** Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. ### What Do G2 Reviewers Say About Solver? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reporting efficiency** of Solver, which simplifies data gathering and speeds up report generation significantly. - Users appreciate the **ease of use** of Solver, finding it simple and flexible for effective reporting. - Users value the **seamless Excel integration** of Solver, enhancing reporting flexibility and ease of customization. - Users appreciate the **ease of report creation** in Solver, enhancing their budgeting process and information sharing capabilities. - Users value the **efficient reporting capabilities** of Solver, enabling quick data organization and effective information sharing. **Cons:** - Users find a **significant learning curve** with Solver, but support resources help ease the process. - Users experience **confusion** with new features and error messages, making it hard to resolve certain issues quickly. - Users experience **data management challenges** leading to inefficiencies and unclear reporting, impacting overall usability. - Users find a **significant learning curve** with Solver, requiring time and effort to fully utilize advanced features. - Users find the **difficult setup** of Solver challenging, especially when adjusting employee data and payroll budgets. #### What Are Recent G2 Reviews of Solver? **"[Effortless Reports with Seamless Integration](https://www.g2.com/survey_responses/solver-review-10975839)"** **Rating:** 5.0/5.0 stars *— tom c.* [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) --- **"[Revolutionized Our Financial Reporting with Ease](https://www.g2.com/survey_responses/solver-review-10010390)"** **Rating:** 5.0/5.0 stars *— Titi S.* [Read full review](https://www.g2.com/survey_responses/solver-review-10010390) --- #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### 18. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 84 **Product Description:** Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards. #### What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)? **"[Boosting Efficiency and Collaboration: Experience with SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)"** **Rating:** 4.0/5.0 stars *— Bhargavi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606) --- **"[Review of SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)"** **Rating:** 4.0/5.0 stars *— Sindhu Prasanthi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853) --- #### What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)? - [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning) - [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for) - [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc) ### 19. [IDU](https://www.g2.com/products/idu-idu/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **Product Description:** IDU is the FP&A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment — connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning — every methodology, governed in one model. • Forecasting — driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations — multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning — transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting — board-ready reports and dashboards that drill from group total to GL transaction. • AI — the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries — from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's leading FP&A platform. Built for managers. Trusted by finance. ### What Do G2 Reviewers Say About IDU? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **user-friendly budgeting tool** of IDU, simplifying financial performance and report preparation. - Users value the **ease of use** and adaptability of IDU, enhancing their budgeting experience and customization options. - Users find the **user-friendly budgeting tool** of IDU simplifies the management of accounts and financial performance tracking. - Users commend IDU for its **reporting efficiency** , facilitating quick, accurate management reporting and budgeting tasks. - Users love the **customizability** of IDU, allowing tailored reports that suit their unique business needs. **Cons:** - Users find the **capturing of salaries tedious** , which complicates the overall experience with the IDU product. - Users are frustrated by the **limited customization** of IDU, wishing for more flexible number formatting options. - Users find the **user interface not intuitive** , especially in older versions, leading to frustration during use. - Users face challenges with **refresh issues** due to limited historical data integration, affecting their overall experience. - Users find the **slow performance** of IDU hinders its ability to keep up with business trends effectively. #### What Are Recent G2 Reviews of IDU? **"[Effortless Consolidation and Reporting with IDU](https://www.g2.com/survey_responses/idu-review-11205209)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/idu-review-11205209) --- **"[Seamless Functionality with Detailed Budgeting](https://www.g2.com/survey_responses/idu-review-11211846)"** **Rating:** 4.0/5.0 stars *— Lerato K.* [Read full review](https://www.g2.com/survey_responses/idu-review-11211846) --- #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### 20. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **Product Description:** Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phocas Software, simplifying data analysis and enhancing decision-making with minimal friction. - Users value the **ease of data analysis** in Phocas Software, enabling clear insights and effective decision-making. - Users value the **effective report creation** in Phocas Software, enabling clear insights and defensible decision-making. - Users appreciate the **comprehensive data analysis capabilities** of Phocas Software, aiding in informed decision-making and reporting. - Users commend the **excellent customer support** of Phocas Software, ensuring prompt assistance for any queries or issues. **Cons:** - Users experience **user experience limitations and configuration difficulties** with Phocas Software, impacting overall effectiveness in complex operations. - Users note a need for **improvements in budgeting and data handling** to better accommodate complex operations and user experience. - Users express frustration over **missing features** in Phocas Software, which limits efficiency and fails to meet complex needs. - Users face challenges due to **missing functionality** , such as delays in data updates and limited contract-level insights. - Users experience frequent **bugs** that can complicate database setup and require additional troubleshooting time. #### What Are Recent G2 Reviews of Phocas Software? **"[Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale](https://www.g2.com/survey_responses/phocas-software-review-12082649)"** **Rating:** 5.0/5.0 stars *— Lyndon R.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) --- **"[Effortless Data Integration and Visualization with Phocas](https://www.g2.com/survey_responses/phocas-software-review-12057725)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) --- #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### 21. [Acterys](https://www.g2.com/products/acterys/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 59 **Product Description:** 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. ### What Do G2 Reviewers Say About Acterys? *AI-generated summary from verified user reviews* **Pros:** - Users commend Acterys for its **automation capabilities** , streamlining data integration and enhancing planning processes efficiently. - Users appreciate the **seamless connectivity** of Acterys, enabling easy integration with various data sources and automation. - Users admire the **easy integrations** of Acterys, highlighting seamless connectivity and smooth operation for finance and data teams. - Users value the **intuitive data integration** and seamless Power BI writeback features of Acterys, enhancing overall productivity. - Users value the **seamless integrations** of Acterys, enhancing efficiency for both finance teams and developers. #### Key Features - Forecasting - Scorecards - Data Import - Consolidation - Historical Data #### What Are Recent G2 Reviews of Acterys? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### 22. [Fathom](https://www.g2.com/products/fathom/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **Product Description:** 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. ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **intuitive and powerful features** of Fathom, enhancing financial reporting and strategic performance tracking. - Users value the **user-friendly yet sophisticated interface** of Fathom, facilitating seamless forecasting and reporting. - Users value the **versatile reporting capabilities** of Fathom, enhancing their financial transparency and performance tracking. - Users highlight the **excellent customer support** of Fathom, noting the promptness, politeness, and helpfulness of the staff. - Users value the **reporting efficiency** of Fathom, appreciating its flexibility and visually appealing presentations for business decisions. **Cons:** - Users find **missing features** like limited custom KPI integration and inadequate graphic representation frustrating for budget management. - Users face **upload issues** with Fathom, finding the Excel format cumbersome and desiring more automation for budget handling. - Users face **customization difficulties** with Fathom, feeling restricted by rigid reporting tools and separate KPI entries. - Users find **import issues** frustrating, complicating budget uploads and causing errors with data from QuickBooks Desktop. - Users believe that **more focus on customization and graphical representation** of data is needed for better clarity and usability. #### What Are Recent G2 Reviews of Fathom? **"[Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort](https://www.g2.com/survey_responses/fathom-review-12511853)"** **Rating:** 5.0/5.0 stars *— Nicholas L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12511853) --- **"[Powerful Assumptions and Sub-Department KPI Tracking Made Easy](https://www.g2.com/survey_responses/fathom-review-12847237)"** **Rating:** 4.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12847237) --- ### 23. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **Product Description:** Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users value the **quick integration and ease of use** in Causal, enhancing their budgeting and planning experiences. - Users find Causal's **budgeting simplicity** exceptional, enabling quick implementation and effective stakeholder collaboration. - Users value the **collaborative sharing features** of Causal, enhancing teamwork during budgeting and planning phases. - Users appreciate the **robust data analysis** of Causal, seamlessly blending actual and forecasted values with beautiful visuals. - Users value the **ease of implementation** with Causal, enjoying its logical UI and quick data integration. **Cons:** - Users find the **difficult learning curve** of Causal challenging, though assistance from consultants can help. - Users find the **insufficient training** for Causal challenging, often requiring external help to get started. - Users feel there are **integration issues** with Causal, lacking the desired number of seamless connections. - Users find the **learning curve steep** with Causal, often needing additional help to get started effectively. - Users find the **learning difficulty** of Causal to be challenging, often requiring external help to get started. #### What Are Recent G2 Reviews of Causal? **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- ### 24. [Vareto](https://www.g2.com/products/vareto/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **Product Description:** Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant. #### What Are Recent G2 Reviews of Vareto? **"[Great FP&A tool with transaction level observability](https://www.g2.com/survey_responses/vareto-review-9557173)"** **Rating:** 4.5/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/vareto-review-9557173) --- **"[Excellent Low-code Planning Solution](https://www.g2.com/survey_responses/vareto-review-9166320)"** **Rating:** 5.0/5.0 stars *— Kevin K.* [Read full review](https://www.g2.com/survey_responses/vareto-review-9166320) --- ### 25. [iplicit](https://www.g2.com/products/iplicit/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 120 **Product Description:** iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for organisations that are currently using on-premise accounting systems or those that have outgrown basic cloud accounting solutions. With its intelligent design and powerful features, iplicit aims to streamline financial processes and enhance overall efficiency. Targeted at medium to large enterprises, iplicit is ideal for finance teams looking for advanced functionality without sacrificing the ease of use associated with cloud solutions. The software caters to a variety of industries, making it a versatile choice for organisations seeking to improve their financial management. Users can leverage iplicit’s capabilities to gain deeper insights into their financial data, enabling informed decision-making and strategic planning. One of the standout features of iplicit is its flexibility in reporting. Users can benefit from unlimited dimensions in their reporting, allowing for a more nuanced view of financial performance. This capability is particularly useful for organisations that require detailed analysis across multiple departments or projects. Additionally, iplicit supports real-time reporting, ensuring that users have access to the most current financial information at their fingertips, which is crucial for timely decision-making. The software also excels in integration, offering seamless connectivity with other cloud applications. This feature facilitates a smooth migration from existing systems, minimising disruption during the transition. Automated data migration further enhances this process, allowing users to transfer their financial data quickly and efficiently. Furthermore, iplicit includes a public API, which helps break down data silos and fosters better collaboration across different business functions. Overall, iplicit stands out in the cloud accounting software category by combining powerful features with user-friendly design. Its focus on enhancing financial operations, providing real-time insights, and ensuring seamless integration makes it a compelling choice for organisations looking to elevate their accounting practices. By addressing the needs of frustrated users of traditional systems and those seeking more robust solutions, iplicit positions itself as a forward-thinking option in the evolving landscape of financial management software. ### What Do G2 Reviewers Say About iplicit? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of iplicit, finding it intuitive and efficient for their accounting needs. - Users commend the **excellent customer support** from iplicit, enhancing their overall experience and ease of implementation. - Users value the **brilliant reporting features** of iplicit, which provide quick access to essential insights and streamline processes. - Users value the **time-saving features** of Iplicit, enabling smoother account management and efficient reporting across multiple companies. - Users find iplicit to be **very intuitive** , making navigation and reporting both easy and effective. **Cons:** - Users criticize the **missing budget feature improvements** , highlighting challenges in user access and time-consuming processes. - Users experience **learning difficulties** with Iplicit, particularly in creating complex reports and utilizing mobile functions effectively. - Users note several **improvements needed** in Iplicit, including report automation, payroll support, and enhanced training resources. - Users find the **steep learning curve** of Iplicit challenging, making it harder to fully utilize its features. - Users find the **interface not user-friendly** , struggling with navigation and accessibility issues, hindering efficient usage. #### What Are Recent G2 Reviews of iplicit? **"[Great Customer Service and Ongoing Support](https://www.g2.com/survey_responses/iplicit-review-12441061)"** **Rating:** 5.0/5.0 stars *— Ashleigh M.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-12441061) --- **"[Flexible, Easy to Use, and Excellent Support](https://www.g2.com/survey_responses/iplicit-review-12845060)"** **Rating:** 5.0/5.0 stars *— Laura O.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-12845060) --- ## What Is Budgeting and Forecasting Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Budgeting and Forecasting Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026