# Best Budgeting and Forecasting Software for Medium-Sized Businesses - Page 3

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

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

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

_Last updated: August 04, 2026_

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

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

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Budgeting and Forecasting Software
 ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=1401682&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=3027&focus%5B%5D=43902)

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

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

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-07T22%3A09%3A01Z&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=2213&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%3Fpage%3D3&secure%5Btoken%5D=21ba6ccc306ac900d2608aa9102f89ef25abe397f980f457e361ab2936ec054a&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Joiin?

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

#### Who Is the Company Behind Joiin?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes.
- Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies.
- Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities.
- Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs.
- Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time.

##### Cons

- Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation.
- Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation.
- Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively.
- Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability.
- Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively.

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

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

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

**Rating:** 5.0/5.0 stars

_— Richa J._

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

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

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

### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate CCH Tagetik?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CCH Tagetik?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** www.wolterskluwer.com
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Insurance
- **Company Size:** 57% Large, 27% Medium

#### What Do G2 Reviewers Say About CCH Tagetik?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks.
- Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks.
- Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes.
- Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting.
- Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes.

##### Cons

- Users find the **learning curve steep** initially, but key functions become manageable with training and experience.
- Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training.
- Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies.
- Users find the **usability complex** , requiring substantial effort and training for effective implementation and use.
- Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding.

#### What Are Recent G2 Reviews of CCH Tagetik?

**["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)

**["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)

#### What Are G2 Users Discussing About CCH Tagetik?

- [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for)

### [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews)

Accounting Seed is a cloud-based accounting software built 100% natively on the Salesforce platform that helps businesses manage financial operations without the integration challenges of standalone systems. Operating entirely within Salesforce's force.com environment, Accounting Seed connects the entire lead-to-ledger process—from initial opportunity and quote management through invoicing, payment collection, project accounting, and financial statement generation—all within a single platform that eliminates the need for third-party connectors or overnight data syncs. Accounting Seed serves small to mid-sized and growing companies on the Salesforce platform across industries including IT services, financial services, manufacturing, retail, and nonprofit organizations. The solution is designed for businesses outgrowing entry-level accounting systems like QuickBooks or replacing disconnected legacy systems. Organizations gain unified visibility across sales, operations, and finance without switching between applications or reconciling data across multiple systems. Core capabilities include general ledger management, accounts payable and receivable with automation workflows, cash management, bank reconciliation, project accounting with cost tracking, multi-entity consolidation, and customizable financial reporting. The platform supports multi-currency transactions, revenue recognition compliance, audit trails, and configurable approval workflows. Users can create custom financial statements, interactive dashboards, and reports that combine CRM data with accounting metrics, enabling profitability analysis by customer, product line, or project. Accounting Seed's native Salesforce architecture provides operational advantages for growing businesses. Finance teams work within the same platform as sales and operations, eliminating data entry duplication between systems. The solution inherits Salesforce's security model and infrastructure scalability. With over 60,000 active users globally and a 4.7 out of 5 star rating based on 386 reviews on the Salesforce AppExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025). Accounting Seed also has embedded AI productivity that’s included in our Salesforce accounting package—no costly integrations or complex data matching required. Our built-in agents enable seamless data flows from opportunity to billing to cash, making all your data AI-ready today.

**Average Rating:** 4.2/5.0

**Total Reviews:** 154

#### How Do G2 Users Rate Accounting Seed?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Accounting Seed?

- **Seller:** [Accounting Seed](https://www.g2.com/sellers/accounting-seed)
- **Company Website:** www.accountingseed.com
- **Year Founded:** 2008
- **HQ Location:** Columbia, MD
- **Twitter:** @AccountingSeed  
3,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d44e6e61843b4b5df1fa95197d112bb3dee7b33e24ec33582ca6550e9242257&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccounting-seed&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 57% Small, 44% Medium

#### What Do G2 Reviewers Say About Accounting Seed?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integrations** of Accounting Seed with Salesforce, enhancing efficiency in finance operations and reporting.
- Users appreciate the **seamless integration with Salesforce** , enhancing workflow efficiency and providing a user-friendly experience.
- Users appreciate the **high level of automation** in Accounting Seed, significantly reducing tedious manual accounting tasks.
- Users value the **extensive customizability** of Accounting Seed, enabling tailored solutions that fit diverse business workflows.
- Users value the **ease of use** in Accounting Seed, which simplifies finance operations and enhances user experience.

##### Cons

- Users find the **learning curve complex** , requiring significant time and effort to master Accounting Seed's functionalities.
- Users find **reporting complicated** , leading to inefficiencies and requiring more time and specialized knowledge for setup.
- Users find the **learning difficulty** of Accounting Seed increases setup time and demands technical expertise.
- Users find the **billing adjustments and reporting limitations** of Accounting Seed hinder effective management and efficiency.
- Users find that **limited customization** options require additional coding, complicating setup and reducing ease of use.

#### What Are Recent G2 Reviews of Accounting Seed?

**["Accounting inside Salesforce, no more double entry"](https://www.g2.com/survey_responses/accounting-seed-review-13070674)**

**Rating:** 4.0/5.0 stars

_— Priyanshu J._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-13070674)

**["Powerful Customizations with Some Initial Setup Hurdles"](https://www.g2.com/survey_responses/accounting-seed-review-12892983)**

**Rating:** 4.5/5.0 stars

_— Julian R._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-12892983)

#### What Are G2 Users Discussing About Accounting Seed?

- [What is Accounting Seed used for?](https://www.g2.com/discussions/what-is-accounting-seed-used-for) - 1 upvote
- [What does Accounting Seed do?](https://www.g2.com/discussions/what-does-accounting-seed-do)
- [Does salesforce do accounting?](https://www.g2.com/discussions/does-salesforce-do-accounting)
- [What is accounting management software?](https://www.g2.com/discussions/what-is-accounting-management-software)
- [What are the features of accounting software?](https://www.g2.com/discussions/accounting-seed-what-are-the-features-of-accounting-software)

### [Runway Financial](https://www.g2.com/products/runway-financial/reviews)

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

**Average Rating:** 4.8/5.0

**Total Reviews:** 38

#### How Do G2 Users Rate Runway Financial?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 9.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.0/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Runway Financial?

- **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial)
- **Company Website:** runway.com
- **Year Founded:** 2020
- **HQ Location:** San Francisco, CA
- **Twitter:** @runwayco  
8,010 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd7f917e7cdbe1f4c27452a9a710c0fa65927fa39f6267fc6e043b019c9ccd4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frunway%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 53% Small, 47% Medium

#### What Do G2 Reviewers Say About Runway Financial?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities.
- Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning.
- Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting.
- Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis.
- Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency.

##### Cons

- Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology.
- Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology.
- Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology.
- Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology.
- Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial.

#### What Are Recent G2 Reviews of Runway Financial?

**["Incredibly Flexible and Fun Finance Copilot"](https://www.g2.com/survey_responses/runway-financial-review-10872438)**

**Rating:** 4.0/5.0 stars

_— Brian L._

[Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438)

**["From Sheets to Real-Time Insights"](https://www.g2.com/survey_responses/runway-financial-review-11242357)**

**Rating:** 4.5/5.0 stars

_— Steven S._

[Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357)

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

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Jedox?

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

#### Who Is the Company Behind Jedox?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Dmytro K._

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

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

**Rating:** 4.0/5.0 stars

_— Pille P._

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

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

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

### [Place](https://www.g2.com/products/place-technology-place/reviews)

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.

**Average Rating:** 4.7/5.0

**Total Reviews:** 28

#### How Do G2 Users Rate Place?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Place?

- **Seller:** [Place Technology](https://www.g2.com/sellers/place-technology)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **Twitter:** @PlaceTechnology  
117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=19bd86dc2221b7259f464ed23e2220165995b3fb9a22922cf758fbf816c5277b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplace-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Medium, 50% Small

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

**["Subscription Billing and Revenue Management"](https://www.g2.com/survey_responses/place-review-8555203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/place-review-8555203)

**["One of the best platform to move forecasting out of Excel spreadsheets"](https://www.g2.com/survey_responses/place-review-4495108)**

**Rating:** 4.5/5.0 stars

_— Wankel G._

[Read full review](https://www.g2.com/survey_responses/place-review-4495108)

### [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)

OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

#### How Do G2 Users Rate OneStream - Unified EPM?

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

#### Who Is the Company Behind OneStream - Unified EPM?

- **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software)
- **Company Website:** www.onestream.com
- **HQ Location:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Financial Services
- **Company Size:** 63% Large, 28% Medium

#### What Do G2 Reviewers Say About OneStream - Unified EPM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management.
- Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting.
- Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs.
- Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights.
- Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management.

##### Cons

- Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage.
- Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption.
- Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users.
- Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge.
- Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box.

#### What Are Recent G2 Reviews of OneStream - Unified EPM?

**["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

[Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)

**["OneStream Review"](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)**

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)

#### What Are G2 Users Discussing About OneStream - Unified EPM?

- [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments
- [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments

### [Primetric](https://www.g2.com/products/primetric/reviews)

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

**Average Rating:** 4.9/5.0

**Total Reviews:** 68

#### How Do G2 Users Rate Primetric?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Primetric?

- **Seller:** [Primetric](https://www.g2.com/sellers/primetric)
- **Year Founded:** 2016
- **HQ Location:** Wrocław, Dolnosląskie
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab0bdaf51ff80d1d1fee5327952a06b66dc2e40ebc67720f1891ee87028d4717&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11460217%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 63% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **efficient resource management** in Primetric, enabling streamlined planning and informed decision-making across teams.
- Users appreciate the **automation of processes** in Primetric, making project management and reporting effortless and efficient.
- Users value the **ease of report generation** in Primetric, significantly enhancing efficiency and decision-making in their workflows.
- Users find Primetric to be an **intuitive and user-friendly** tool, enabling smooth navigation and efficient time tracking.
- Users value the **comprehensive project management features** of Primetric, simplifying workflows and enhancing decision-making efficiency.

##### Cons

- Users express a need for **missing features** in Primetric, such as monthly views and improved deletion confirmations.
- Users often face **data loss due to session timeouts** , requiring them to re-enter information after logging back in.
- Users find the **budgeting features lacking** in Primetric compared to dedicated finance applications.
- Users experience **freezing issues during data adjustments** , which can disrupt workflow and hinder productivity.
- Users express frustration over the **language limitations** of Primetric, as it lacks support for native languages.

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

**["Automated a huge part of my time tracking"](https://www.g2.com/survey_responses/primetric-review-7415669)**

**Rating:** 5.0/5.0 stars

_— Viktoriia O._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7415669)

**["Simple promsing and growing tool for managing projects"](https://www.g2.com/survey_responses/primetric-review-7488648)**

**Rating:** 4.5/5.0 stars

_— Maciej M._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7488648)

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

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

### [Solution 7](https://www.g2.com/products/solution-7/reviews)

Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness.

**Average Rating:** 4.5/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Solution 7?

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

#### Who Is the Company Behind Solution 7?

- **Seller:** [Zone & Co](https://www.g2.com/sellers/zone-co)
- **Company Website:** www.zoneandco.com
- **Year Founded:** 2013
- **HQ Location:** Boston, MA
- **Twitter:** @ZoneandCo  
84 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3abd269a80e489247182bdb623a01f7f05d08dd3d69dbb6615de641ea5e4278f&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fzone-%26-company-software-consulting-llc&secure%5Burl_type%5D=linkedin_company_website)  
301 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Marketing and Advertising
- **Company Size:** 81% Medium, 16% Small

#### What Do G2 Reviewers Say About Solution 7?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Solution 7, appreciating its simple interface and reliable support.
- Users appreciate the **reliable and quick customer support** from Solution 7, enhancing their overall experience and efficiency.
- Users value the **Excel integration** of Solution 7, enhancing financial data analysis with real-time updates and robust reporting.
- Users love the **easy setup** of Solution 7, appreciating smooth data integration and a friendly support team.
- Users value the **user-friendly design and automation** of Solution 7, simplifying financial planning and analysis tasks.

##### Cons

- Users find the **steep learning curve** challenging, requiring significant effort to master the advanced features effectively.
- Users find the **complexity** of Solution 7 challenging, necessitating specialized IT knowledge for effective management.
- Users find the **customization difficulties** of Solution 7 can be overwhelming, though saving templates helps ease the process.
- Users face **integration challenges** with Solution 7, as data quality and high costs impact its performance.
- Users find the **difficult setup** of Solution 7 to be a time-consuming process that can frustrate the experience.

#### What Are Recent G2 Reviews of Solution 7?

**["A dependable platform for keeping business processes connected"](https://www.g2.com/survey_responses/solution-7-review-13072690)**

**Rating:** 4.5/5.0 stars

_— Colin P._

[Read full review](https://www.g2.com/survey_responses/solution-7-review-13072690)

**["Keeps everyday operational work organized without feeling complicated"](https://www.g2.com/survey_responses/solution-7-review-13118674)**

**Rating:** 4.5/5.0 stars

_— Caroline B._

[Read full review](https://www.g2.com/survey_responses/solution-7-review-13118674)

#### What Are G2 Users Discussing About Solution 7?

- [What is NetSuite Reporting in Excel used for?](https://www.g2.com/discussions/what-is-netsuite-reporting-in-excel-used-for)

### [Jirav](https://www.g2.com/products/jirav/reviews)

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.

**Average Rating:** 4.7/5.0

**Total Reviews:** 194

#### How Do G2 Users Rate Jirav?

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

#### Who Is the Company Behind Jirav?

- **Seller:** [Jirav](https://www.g2.com/sellers/jirav)
- **Company Website:** www.jirav.com
- **Year Founded:** 2015
- **HQ Location:** Seattle, WA
- **Twitter:** @GoJirav  
1,111 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=db01577dc7bf81ed660aa2fc21eb7a85865228611296a4ca40c6614cd24ebb98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10079130%2F&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Controller
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 64% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients.
- Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage.
- Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients.
- Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support.
- Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory.

##### Cons

- Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface.
- Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform.
- Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges.
- Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data.
- Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav.

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

**["Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync"](https://www.g2.com/survey_responses/jirav-review-13113509)**

**Rating:** 5.0/5.0 stars

_— Brandy B._

[Read full review](https://www.g2.com/survey_responses/jirav-review-13113509)

**["Beyond Spreadsheets: Forecasting That Drives Better Decisions"](https://www.g2.com/survey_responses/jirav-review-12945554)**

**Rating:** 5.0/5.0 stars

_— Teresa T._

[Read full review](https://www.g2.com/survey_responses/jirav-review-12945554)

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

- [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment
- [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment
- [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment
- [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote

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

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

**Average Rating:** 4.2/5.0

**Total Reviews:** 202

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— anirban c._

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

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

**Rating:** 4.0/5.0 stars

_— Raghav M._

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

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

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 200

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

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

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

**Rating:** 5.0/5.0 stars

_— Clarize P._

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

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

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

### [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews)

Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business.

**Average Rating:** 4.9/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate Fuelfinance?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fuelfinance?

- **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance)
- **Year Founded:** 2019
- **HQ Location:** Delaware, IA
- **Twitter:** @fuelfinance\_  
333 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e89596e8ad09675ccb9a221b3e4527aa50226b46c9b4cd3b7fd1e3b1db1b91e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffuelfinance&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 54% Small, 46% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability.
- Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency.
- Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability.
- Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency.
- Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making.

##### Cons

- Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup.
- Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools.
- Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs.
- Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs.
- Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software.

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

**["A must-have for any service company"](https://www.g2.com/survey_responses/fuelfinance-review-11855515)**

**Rating:** 5.0/5.0 stars

_— Max V._

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515)

**["Fuelfinance Is a Must-Have for Founders"](https://www.g2.com/survey_responses/fuelfinance-review-11371016)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016)

### [Planacy](https://www.g2.com/products/planacy/reviews)

Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams!

**Average Rating:** 4.6/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate Planacy?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planacy?

- **Seller:** [Planacy](https://www.g2.com/sellers/planacy)
- **Year Founded:** 2015
- **HQ Location:** Stockholm, SE
- **Twitter:** @planacy  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3598651cefc6f1a296be93bbbe4b18d4eb8c644ad6c784840a1fe73e3d520363&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanacy&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Controller
- **Top Industries:** Information Technology and Services
- **Company Size:** 73% Medium, 18% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of budgeting management** in Planacy, enabling efficient and collaborative financial planning for teams.
- Users highlight the **collaborative features** of Planacy, enhancing team communication and streamlining financial planning processes.
- Users appreciate the **ease of use** of Planacy, finding it efficient and time-saving for financial planning tasks.
- Users find Planacy to be a **highly efficient tool** , significantly streamlining budgeting and forecasting processes.
- Users appreciate the **ease of use and efficiency** of Planacy, streamlining budgeting and forecasting processes effectively.

##### Cons

- Users find the **initial setup and data extraction** of Planacy to be time-consuming and lacking in detailed guidance.
- Users find **difficult customization** with Planacy, especially during setup and data extraction for analysis.
- Users find the **difficult setup** of Planacy can be time-consuming and requires substantial effort for customization.
- Users find the **insufficient documentation** in Planacy hinders effective data extraction and slows down initial setup efforts.
- Users find **limited customization** in Planacy, making initial setup and data extraction more complex than desired.

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

**["A user friendly tool for creating, managing and tracking budget and forcasts"](https://www.g2.com/survey_responses/planacy-review-10544652)**

**Rating:** 4.0/5.0 stars

_— Therese B._

[Read full review](https://www.g2.com/survey_responses/planacy-review-10544652)

**["Very flexible and useful FP&A system"](https://www.g2.com/survey_responses/planacy-review-9751776)**

**Rating:** 4.5/5.0 stars

_— Fredrik R._

[Read full review](https://www.g2.com/survey_responses/planacy-review-9751776)

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Syft?

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

#### Who Is the Company Behind Syft?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

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

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

**Rating:** 4.5/5.0 stars

_— Vaibhav L._

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

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

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

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