# Best Budgeting and Forecasting Software for Small Business *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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Budgeting and Forecasting category. In addition to qualifying for inclusion in the Budgeting and Forecasting Software category, to qualify for inclusion in the Small Business Budgeting and Forecasting Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 265 ### Category Stats (May 2026) - **Average Rating**: 4.48/5 - **New Reviews This Quarter**: 211 - **Buyer Segments**: Mid-Market 58% │ Small-Business 25% │ Enterprise 17% - **Top Trending Product**: CloudBudget (+0.125) *Last updated: May 18, 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 (392 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 (323 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 (468 reviews) | Excel-native FP&A with centralized version control | "[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)" | | 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 | [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)" | | 6 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (487 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)" | | 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 | [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)" | | 10 | [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)" | ## 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** ### Cube Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. [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=122537&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%2Fsmall-business&secure%5Btoken%5D=6f472bc5962f1c3f81c4fee0967714d31a196412dbd3414fd937522216afa956&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Ddefault&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [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 value the **ease of use** of LiveFlow, facilitating efficient financial reporting and minimizing manual work. - Users highlight the **time-saving benefits** of LiveFlow, enabling faster month-end reviews and report preparation. - Users find that LiveFlow significantly **saves time** , streamlining month-end reviews and improving reporting efficiency. - Users commend the **reporting efficiency** of LiveFlow, saving time and enhancing report quality significantly. - Users love the **efficiency** of LiveFlow, streamlining financial reporting and saving valuable time with automated updates. **Cons:** - Users find the **missing features** in LiveFlow's third-party integration and budgeting capabilities limiting for broader usability. - Users find the **limited customization** options in LiveFlow hinder their ability to create tailored reports effectively. - Users find **inefficient reporting** in LiveFlow, needing to recreate custom reports and make manual adjustments frequently. - Users find the **pricing steep** , making it a significant investment for early-stage businesses despite its useful features. - Users find **limited reporting options** in LiveFlow, requiring manual adjustments and lacking direct replication from QuickBooks. #### 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) ### 2. [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, enabling fast financial planning and streamlined decision-making. - Users value the **planning efficiency** of IBM Planning Analytics, enjoying seamless creation of KPIs and autonomous workflows. - Users appreciate the **real-time data analysis and user-friendly interface** of IBM Planning Analytics for faster decision-making. - Users appreciate the **ease of use** of IBM Planning Analytics, enjoying its seamless navigation and user-friendly interface. - Users commend the **forecasting accuracy** of IBM Planning Analytics, enabling efficient decision-making and streamlined budget processes. **Cons:** - Users face a **steep learning curve** with IBM Planning Analytics, making setup and adjustments challenging without technical support. - Users note a **steep learning curve** with IBM Planning Analytics, making initial setup and effective navigation challenging for newcomers. - Users face a **steep learning curve** with IBM Planning Analytics, making setup and usability challenging for new users. - Users face a **difficult learning curve** with IBM Planning Analytics, requiring significant training and technical knowledge. - Users find the **complexity** of IBM Planning Analytics challenging, especially during initial setup and for newcomers. #### 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) ### 3. [Fathom](https://www.g2.com/products/fathom/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 77 **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 love Fathom's **intuitive automation features** that enhance reporting and streamline month-end processes efficiently. - Users highlight the **exceptional reporting capabilities** of Fathom, simplifying complex financial data for clear presentations. - Users appreciate the **ease of use** of Fathom, benefiting from its seamless integration and simple interface for reports. - Users value the **reporting efficiency** of Fathom, significantly enhancing their workflow and understanding of financial data. - Users commend Fathom's **exceptional customer support** , noting quick responses and thoughtful, detailed assistance when needed. **Cons:** - Users express concerns about **missing flexibility** in Fathom's reporting tools, limiting customization options for their needs. - Users often face **upload issues** that make the experience inconvenient and hinder seamless integration with QuickBooks. - Users express frustration over **customization difficulties** , feeling restricted by existing tools when creating reports and metrics. - Users face **import issues** with Fathom, finding data uploads complicated and problematic, especially with Quickbooks integration. - Users note that **improvements are needed** in Fathom's handling of accruals and multi-company structuring processes. #### 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) --- ### 4. [Productive](https://www.g2.com/products/productive/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 71 **Product Description:** Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. ### What Do G2 Reviewers Say About Productive? *AI-generated summary from verified user reviews* **Pros:** - Users find **Productive's ease of use** greatly enhances their workflow with its intuitive design and integrations. - Users value the **customizability** of Productive, allowing personalized views and reports to enhance their workflow and productivity. - Users value the **team collaboration features** of Productive, enhancing project management and integration across their workflows. - Users love the **intuitive user interface** of Productive, making onboarding easy and enhancing overall efficiency. - Users value the **responsive and personal support** provided by Productive, enhancing their overall experience and satisfaction. **Cons:** - Users find the **lack of integrations** frustrating, particularly with Xero and Google Chat, affecting workflow efficiency. - Users find the **missing features** in Productive limiting, particularly in reporting flexibility and mobile app functionality. - Users find **organization difficulties** present in report configuration and integration between modules, complicating their overall experience. - Users find the **reporting challenging** , citing difficulties in configuration and limited mobile app functionality. - Users find the **complex usability** of Productive challenging, especially when configuring reports and navigating the layout. #### What Are Recent G2 Reviews of Productive? **"[Productive made my job easier, accurate resource planning, higher productivity and better workflows](https://www.g2.com/survey_responses/productive-review-12406445)"** **Rating:** 5.0/5.0 stars *— Yulija K.* [Read full review](https://www.g2.com/survey_responses/productive-review-12406445) --- **"[Smooth, Easy-to-Learn Budgeting and Resourcing for Clear Project Tracking](https://www.g2.com/survey_responses/productive-review-12612766)"** **Rating:** 4.5/5.0 stars *— Oliver W.* [Read full review](https://www.g2.com/survey_responses/productive-review-12612766) --- #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) ### 5. [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 value the **automation capabilities** of Acterys, streamlining data processes and enhancing efficiency for planning tasks. - Users value the **seamless connectivity** of Acterys, enabling efficient data integration with various sources and Power BI. - Users value the **easy integrations** of Acterys, enabling seamless connections and efficient data management for teams. - Users value the **seamless Power BI integration** and the extendable features that simplify data management tasks. - Users praise the **seamless integrations** of Acterys, aiding efficiency for finance and data teams with minimal coding needed. #### 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) ### 6. [Datarails](https://www.g2.com/products/datarails/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 323 **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 value the **ease of use** of Datarails, finding it intuitive for generating reports and managing data. - Users appreciate the **reporting efficiency** of Datarails, which streamlines financial reporting and simplifies data consolidation. - Users appreciate the **Excel Integration** of Datarails, enabling seamless work with familiar tools while managing data efficiently. - Users value the **efficient data consolidation** offered by Datarails, significantly improving financial reporting accuracy and ease. - Users praise Datarails for its **remarkable efficiency** , streamlining data processes and reducing manual workload significantly. **Cons:** - Users find the **learning difficulty** of Datarails challenging at first, especially with complex functionalities and data sources. - Users face a **steep learning curve** initially due to the platform's complexity and extensive reporting features. - Users find **missing features** like limited export options and convoluted custom column creation hinder their experience with Datarails. - Users encounter a **steep learning curve** with Datarails, requiring training and adjustment to navigate effectively. - Users often face **complexity in the backend** of Datarails, making initial troubleshooting and data tracing challenging. #### Key Features - Planning - Collaboration - Consolidation - Historical Data - Forward Looking #### What Are Recent G2 Reviews of Datarails? **"[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) --- **"[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)"** **Rating:** 4.5/5.0 stars *— Donavan L.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12783450) --- #### 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) ### 7. [Joiin](https://www.g2.com/products/joiin/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 83 **Product Description:** 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. ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** remarkable for quick data consolidation and efficient reporting setups. - Users appreciate the **ease of consolidation reporting** with Joiin, finding it quicker and simpler than Excel. - Users value the **reporting efficiency** of Joiin, enabling quick and simple data consolidation for management accounts. - Users value the **speedy and helpful customer support** of Joiin, which enhances their overall experience with the product. - Users value the **easy report creation** in Joiin, making data preparation for management accounts seamless and efficient. **Cons:** - Users find **inefficient reporting** in Joiin, struggling with limitations in filters and report formatting for exports. - Users find the **limited chart types and missing features** restrict functionality, wishing for more enhancements to be added. - Users find **reporting issues** in Joiin, facing limitations in filters and cumbersome data amendment processes. - Users note **limited reporting capabilities** , with formatting issues and challenges in making bulk changes to reports. - Users find some **formatting issues** in reports and exports, suggesting that improvements could enhance usability. #### Key Features - Data Import - Data Consolidation - Report Templates - Standard Reports - Dashboards #### What Are Recent G2 Reviews of Joiin? **"[Seamless Consolidation with Stellar Support](https://www.g2.com/survey_responses/joiin-review-12624731)"** **Rating:** 5.0/5.0 stars *— Jonothon .* [Read full review](https://www.g2.com/survey_responses/joiin-review-12624731) --- **"[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) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 8. [Anaplan](https://www.g2.com/products/anaplan/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 392 **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 to be **very easy to use** , thanks to its intuitive interface and seamless integration capabilities. - Users value the **flexibility** of Anaplan, allowing customization and adaptation to diverse business needs effectively. - Users value Anaplan's **user-friendly interface** and customization options, enhancing a wide range of planning applications. - Users value the **efficiency** of Anaplan, enabling quick decision-making and seamless integration across business functions. - Users value the **ease of use and scalability** of Anaplan, enhancing their planning and decision-making processes. **Cons:** - Users experience **performance limitations** and costly licensing issues with Anaplan, impacting overall usability and scalability. - Users are frustrated with the **lack of essential features** in Anaplan, hindering usability and efficiency. - Users note a **steep learning curve** for mastering Anaplan, requiring significant time and expertise for full potential. - Users experience **performance issues** with Anaplan, particularly citing slow recalculations and workspace limitations affecting usability. - Users find the **lack of features** in Anaplan limits its usability and necessitates reliance on other tools. #### 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 ### 9. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **Product Description:** The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **outstanding customer support** from Clockwork.ai, making implementation and onboarding effortless and efficient. - Users value the **ease of use** of Clockwork.ai, appreciating its quick implementation and intuitive management features. - Users appreciate the **ease of implementation** of Clockwork.ai, praising its straightforward setup and exceptional support. - Users praise the **ease of implementation** with Clockwork.ai, highlighting quick setup and responsive support from the team. - Users praise Clockwork.ai for its **seamless automation** , enhancing implementation, management, and scalability for their businesses. **Cons:** - Users report occasional **slow loading** times with Clockwork.ai, though many find it manageable given the data processing involved. - Users note that **slow performance** can occasionally affect the loading times, but it's generally acceptable for data processing. - Users note some **performance issues** like slow load times, but find them acceptable given the data processing involved. - Users notice that **update issues** result in slight delays, but overall find the load time acceptable for data processing. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 10. [Velixo](https://www.g2.com/products/velixo/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 252 **Product Description:** Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and budgeting capabilities with your ERP? Do you want to leverage the power and flexibility of Excel without sacrificing the accuracy and security of your data? Velixo connects directly to Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, Haufe X360, bidirectionally, and provides you with a range of optimized features to create reports, analyze and interact with your financials, operational or project data in real-time, all within the Excel you love and already know. It can also push any data to your Cloud ERP, making it a real game changer for budgeting and automating data entry for data quality purposes or key business use cases. With research indicating that 80% of users revert to Excel for further analysis after exploring alternatives, Velixo offers a compelling solution starting directly from Excel. Use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and fixing data quality issues. Velixo helps thousands of organizations of any size, and boasts an impressive perfect satisfaction score among the community. If you know how to Excel, you know how to Velixo! Ready to see how our multi-award winning software can maximize the value derived from your ERP investment, boost your productivity and accelerate business outcomes? Key features: • Real-time reporting & budgeting • Purpose-built Accelerator functions • Velixo Intelligence • Smart drilldown to explore data in Excel and in your ERP • Live writeback of Journals, Budgets, and Project forecasts • Data push for any data, in any ERP entity • Pre-built Templates • SSO and synchronized ERP security • Automated report distribution • Report embedding • Microsoft 365 integrations ### What Do G2 Reviewers Say About Velixo? *AI-generated summary from verified user reviews* **Pros:** - Users find Velixo's **ease of use** invaluable, as it seamlessly integrates with Excel for efficient reporting. - Users value the **Excel integration** of Velixo, making accounting tasks simpler and more efficient with familiar tools. - Users appreciate the **reporting efficiency** of Velixo, making data extraction fast and user-friendly for financial reporting. - Users value Velixo for its **time-saving capabilities** , allowing for efficient, real-time reporting without manual formatting. - Users appreciate the **real-time data** feature of Velixo, enabling effective monitoring of financial information effortlessly. **Cons:** - Users face a challenging **learning curve** with Velixo, especially during initial setup and mastering advanced features. - Users often struggle with **formula issues** , encountering errors and inconsistencies that complicate reporting and data handling. - Users face challenges due to **Excel dependency** , impacting performance, integration, and limiting customization options. - Users face significant **Excel integration issues** with Velixo, experiencing slow loading times and VBA function limitations. - Users experience **reporting issues** with Velixo, including error messages and difficulties in accessing certain office data. #### 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. [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **Product Description:** Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex financial models. ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **effective forecasting capabilities** of Parallel, enabling informed decisions for various business scenarios. - Users value the **exceptional customer support** from Parallel, noting their dedication to ensuring tool effectiveness and usability. - Users commend the **ease of use** of Parallel, facilitating quick financial modeling and seamless integration for better decision-making. - Users love the **easy setup** of Parallel, allowing quick implementation and efficient decision-making in just hours. - Users value the **speed to insight** offered by Parallel, enabling quick, informed decisions for business growth. **Cons:** - Users have faced **occasional bugs** with Parallel, particularly early on, though stability has improved over time. - Users experience a **steep learning curve** with Parallel, especially without prior finance knowledge, though support helps ease the transition. - Users experience **download issues** that hinder exporting financial views, though feedback has led to prompt improvements. - Users experience a **learning curve** with Parallel, especially those without a finance background, though support helps ease the process. - Users experience a **limited visualization** of finances in Parallel, causing initial confusion despite excellent customer support. #### Key Features - Data Import - Reporting Hierarchy - Standard KPIs - Dashboards - Decision Making #### What Are Recent G2 Reviews of Parallel? **"[Empowering Financial Forecasts with Seamless Integration](https://www.g2.com/survey_responses/parallel-review-12252730)"** **Rating:** 5.0/5.0 stars *— Richie S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12252730) --- **"[Easiest Financial Modeling Tool to Stress Test Big Decisions](https://www.g2.com/survey_responses/parallel-review-12298809)"** **Rating:** 5.0/5.0 stars *— Mason S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) --- ### 12. [Jirav](https://www.g2.com/products/jirav/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 190 **Product Description:** 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. ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in Jirav, highlighting its simple navigation and robust presentation capabilities. - Users commend Jirav's **excellent customer support** , noting quick responses and helpful assistance from dedicated Account Managers. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding and efficiency in financial reporting. - Users value the **easy setup** of Jirav, enhanced by excellent onboarding and responsive customer support. - Users laud Jirav for its **robust and flexible financial management** , effectively replacing spreadsheets for planning and analysis. **Cons:** - Users note a **steep learning curve** when transitioning from traditional models, requiring time and support to adapt effectively. - Users note a significant **learning curve** initially, but find the long-term benefits justify the effort invested. - Users find a **steep learning curve** when transitioning from Excel, despite helpful customer support and onboarding resources. - Users experience **limited reporting capabilities** , struggling with data uploads and cumbersome navigation in financial reports. - Users desire **missing features** like multi-entity support and easier assumptions for improved functionality in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Saves Time with Intuitive Interface and Visuals](https://www.g2.com/survey_responses/jirav-review-12080051)"** **Rating:** 5.0/5.0 stars *— Lloyd F.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12080051) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### 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 ### 13. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **Product Description:** 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. ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users praise Runway Financial for its **ease of use** , streamlining financial processes and enhancing efficiency with a unified dashboard. - Users rave about Runway's **exceptional customer support** , highlighting quick responses and proactive assistance that enhance their experience. - Users value the **seamless integrations** of Runway Financial, enabling real-time data access from various systems effortlessly. - Users value the **ease of planning** with Runway Financial, enabling detailed modeling and efficient cash flow tracking. - Users highlight the **seamless automation** of Runway Financial, enabling efficient integration of various data sources into one dashboard. **Cons:** - Users find the **difficult learning** process of Runway Financial challenging, especially for those unfamiliar with SQL. - Users note a challenging **learning curve** with Runway Financial, particularly for those unfamiliar with SQL. - Users find Runway Financial has a **challenging learning curve** and isn't beginner-friendly, particularly for those unfamiliar with SQL. - Users find the **complexity of onboarding and model customization** challenging, often requiring ongoing support to navigate effectively. - Users report a significant **steep learning curve** with Runway Financial, especially for those unfamiliar with SQL. #### 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) --- ### 14. [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 commend the **automation capabilities** of Causal, enabling quick integration and efficient data sharing for budgeting. - Users find Causal's **budgeting capabilities** outstanding, praising its simplicity and flexibility for effective planning and collaboration. - Users value the **collaboration features** of Causal, enhancing teamwork during budgeting and planning processes. - Users value the **robust data analysis** in Causal, appreciating its seamless blending of actual and forecasted values. - Users appreciate the **ease of implementation** with Causal, enjoying quick integration and user-friendly interface. **Cons:** - Users find the **difficult learning curve** of Causal challenging, often requiring additional help from consultants to get started. - Users find the **insufficient training** challenging, often needing external help to get started with Causal. - Users feel there are **integration issues** with Causal, suggesting a need for more seamless connectivity options. - Users find the **learning curve challenging** , often requiring assistance to effectively understand Causal's features. - Users find the **learning difficulty** of Causal somewhat challenging, often requiring additional 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) --- ### 15. [G-Accon](https://www.g2.com/products/g-accon/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 198 **Product Description:** 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. ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users find G-Accon's **ease of use** remarkable, enabling quick data fetching and report generation effortlessly. - Users value the **automation capabilities** of G-Accon, significantly reducing time spent on complex reporting tasks. - Users love the **time-saving automation** capabilities of G-Accon, dramatically reducing the time for preparing financial reports. - Users highly value the **seamless integration** of G-Accon with Xero, enhancing data analysis and customization significantly. - Users enjoy the **time-saving automation** of G-Accon, transforming days of work into minutes effortlessly. **Cons:** - Users find that the **custom reports feature could be improved** , wishing for easier connectivity and functionality. - Users find the **inefficient reporting** in G-Accon limiting, particularly with custom reports and currency consolidation issues. - Users find the **navigation difficult** , often struggling to locate features and understand the interface effectively. - Users find the **dated user interface** of G-Accon less appealing and hope for a more modern design. - Users find the **steep learning curve** of G-Accon challenging, especially for those unfamiliar with QuickBooks and custom queries. #### What Are Recent G2 Reviews of G-Accon? **"[Great Tool for Fetching Xero Data Directly into Google Sheets](https://www.g2.com/survey_responses/g-accon-review-12261733)"** **Rating:** 5.0/5.0 stars *— Chaitanay C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12261733) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### 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 ### 16. [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 appreciate the **ease of use** of Mosaic Tech, finding it intuitive and user-friendly for finance reporting. - Users commend the **responsive and helpful customer support** of Mosaic Tech, enhancing their overall experience and satisfaction. - Users appreciate the **seamless integrations** from Mosaic Tech, enhancing efficiency and streamlining financial processes. - Users appreciate the **seamless data integration and real-time updates** of Mosaic Tech, enhancing financial management efficiency. - Users value the **reporting efficiency** of Mosaic Tech, which streamlines finance functions and enhances data accessibility. **Cons:** - Users find the **learning difficulty** of Mosaic Tech challenging, requiring significant time and effort to master its features. - Users find the **learning curve steep** with Mosaic Tech, requiring significant time and effort to master the platform. - Users find the **limited customization** options frustrating, especially in variance analysis reports and chart displays. - Users find the **difficult customization** of Mosaic Tech limits flexibility, hindering the creation of tailored models and displays. - Users face **customization difficulties** with Mosaic Tech, limiting their ability to tailor functions and displays effectively. #### 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) ### 17. [Martus](https://www.g2.com/products/martus/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **Product Description:** Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, finding it user-friendly and seamlessly integrating with their systems. - Users commend the **excellent customer support** of Martus, enhancing their overall experience and satisfaction. - Users appreciate the **seamless integrations** of Martus with accounting systems, enhancing transparency and streamlining budgeting processes. - Users value the **straightforward budgeting management** of Martus, significantly reducing time and enhancing financial accessibility for managers. - Users appreciate the **budgeting efficiency** of Martus, significantly reducing time spent on budget processes and enhancing accessibility. **Cons:** - Users find the **learning curve steep** , needing time and effort to master data pulling and reporting features. - Users find a **steep learning curve** with Martus, requiring time to master data pulling and reporting. - Users find the **complexity** of Martus challenging, particularly with its interface and numerous filters. - Users face **confusion** with navigation and an unintuitive interface, complicating their ability to efficiently manage tasks. - Users find the **learning difficulty** with Martus challenging, needing time to adapt and understand data reporting. #### Key Features - Data Import - Workflows - Historical Data - Variance Analysis - Data Import #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting Software](https://www.g2.com/survey_responses/martus-review-12305254)"** **Rating:** 5.0/5.0 stars *— Mark K.* [Read full review](https://www.g2.com/survey_responses/martus-review-12305254) --- **"[Streamlined Budgeting and Forecasting with Some Sharing Challenges](https://www.g2.com/survey_responses/martus-review-12704490)"** **Rating:** 4.0/5.0 stars *— Marna S.* [Read full review](https://www.g2.com/survey_responses/martus-review-12704490) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 18. [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 praise Budgyt for its **ease of use** , making the transition from Excel smooth and efficient. - Users praise Budgyt for its **user-friendly design** , making budgeting and financial planning accessible for everyone. - Users find Budgyt to be an **easy-to-use budgeting management tool** that streamlines the budgeting process effectively. - Users find Budgyt delivers **budgeting efficiency** , significantly simplifying the budgeting process and saving valuable time. - Users highly value the **excellent customer support** from Budgyt, enhancing their overall experience and satisfaction. **Cons:** - Users face **integration issues** , requiring manual imports for essential functions like financials and forecasting. - Users experience a **learning difficulty** with Budgyt, particularly due to its complex accounting practices and setup time. - Users experience a **steep learning curve** with Budgyt, making initial use challenging for those unfamiliar with accounting practices. - Users find the **difficult setup** process and steep learning curve to be time-consuming but ultimately rewarding. - Users face **Excel integration issues** with Budgyt, relying on external spreadsheets for calculations despite its detailed planning capabilities. #### 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 ### 19. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 301 **Product Description:** Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enjoying smooth management and quick resource utilization. - Users appreciate the **efficiency** of Workday Adaptive Planning, praising its speed and accuracy in managing business forecasts. - Users appreciate the **integration of planning capabilities** in Workday Adaptive Planning, enhancing collaboration and efficiency across teams. - Users appreciate the **flexibility and ease of use** of Workday Adaptive Planning, enabling fast, accurate forecasting and collaboration. - Users appreciate the **structure, flexibility, and transparency** of Workday Adaptive Planning for efficient financial forecasting and collaboration. **Cons:** - Users find the **complexity** of Workday Adaptive Planning challenging, especially for new users and data integration. - Users find the **complex setup** of Workday Adaptive Planning to be a significant barrier, complicating data integration and usage. - Users find the **learning difficulty** of Workday Adaptive Planning a barrier due to its complex integration and setup processes. - Users face a **steep learning curve** with Workday Adaptive Planning, making efficient use challenging for new users. - Users find **difficult customization** in Workday Adaptive Planning to be time-consuming, especially for those with unique requirements. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Makes Budgeting Easier and Replaces Complex Spreadsheets](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059)"** **Rating:** 4.0/5.0 stars *— Shrutika P.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059) --- **"[Efficient and flexible solution for financial planning and forecasting](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment ### 20. [Board](https://www.g2.com/products/board/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 300 **Product Description:** Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users find BOARD to be **easy to use** , allowing for customizable solutions and efficient report generation. - Users value the **flexibility** of BOARD, enabling them to create customized solutions that fit unique business needs. - Users value the **flexibility and scalability** of Board, appreciating its seamless integration and ease of use. - Users value the **efficiency** of BOARD, seamlessly handling Sales, Operations, and Merchandising from one platform. - Users value the **customization capabilities** of BOARD, allowing tailored solutions that align with organizational workflows and culture. **Cons:** - Users experience **slow performance** with complex data, particularly during initial setup and when handling larger datasets. - Users find the **steep learning curve** of Board challenging, often hindering the ability to utilize its features effectively. - Users find the **missing features** in report creation and computations limit the effectiveness of Board. - Users experience **poor visualization** and slowness issues with complex data, impacting their overall efficiency and productivity. - Users find the **complexity** of Board's setup and features can lead to slow performance and integration challenges. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 21. [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 value the **ease of use** in Drivetrain, praising its intuitive interface and streamlined data access. - Users value the **flexibility in report creation** with Drivetrain, enhancing efficiency and collaboration significantly. - Users value the **reporting efficiency** of Drivetrain, streamlining workflows with rapid report generation and automation. - Users highlight the **excellent customer support** from Drivetrain, enhancing their overall experience with the platform. - Users value the **easy integrations** of Drivetrain, greatly enhancing their workflow and collaboration with real-time data access. **Cons:** - Users experience a significant **learning curve** initially, particularly transitioning from simpler spreadsheet workflows. - Users note a **lack of essential features** in Drivetrain, particularly regarding flexibility and advanced functionalities. - Users note a significant **learning difficulty** with Drivetrain, requiring time and effort to master its functionalities. - Users note a **steep learning curve** with Drivetrain, making initial use challenging but eventually rewarding. - Users find a **difficult learning** curve for Drivetrain, especially with advanced features and lacking documentation for complex tasks. #### 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) --- ### 22. [Allfred](https://www.g2.com/products/allfred/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 52 **Product Description:** Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency. ### What Do G2 Reviewers Say About Allfred? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Allfred, praising its intuitive interface and seamless integration for efficient management. - Users appreciate the **seamless task management** capabilities of Allfred, streamlining workflow and enhancing productivity effortlessly. - Users value the **seamless time tracking** in Allfred, enhancing productivity and simplifying project management considerably. - Users value the **integrated project management features** of Allfred, simplifying workflow and enhancing overall efficiency. - Users commend the **exceptional customer support** of Allfred, enjoying quick resolutions and personalized assistance. **Cons:** - Users experience a **slow loading** issue occasionally, requiring a few seconds for certain actions within the tool. - Users experience occasional **slow performance** with updates and actions, though improvements have been noted in recent versions. - Users face occasional **bug issues** with tracking allocations, but most are resolved quickly despite occasional connection problems. - Users report **rare software bugs** in Allfred that occasionally hinder tracking allocations but are usually resolved quickly. - Users experience **glitches** in Allfred, particularly with hour allocation and tracking, though some issues are resolved quickly. #### What Are Recent G2 Reviews of Allfred? **"[One-Stop Tool for Managing Sales, Production, and Team Capacity](https://www.g2.com/survey_responses/allfred-review-12279476)"** **Rating:** 4.0/5.0 stars *— Adriano V.* [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) --- **"[Efficient and Intuitive, But Room for Improvement](https://www.g2.com/survey_responses/allfred-review-10617922)"** **Rating:** 4.5/5.0 stars *— Vladyslav M.* [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) --- ### 23. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **Product Description:** 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. ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **versatile reporting capabilities** of Syft, which significantly streamline decision-making and save time on report creation. - Users love the **easy integrations** of Syft, streamlining financial processes and enhancing productivity across platforms. - Users value the **easy integration and versatile reporting** of Syft, enhancing financial management efficiency and professionalism. - Users love the **seamless integrations** of Syft, enhancing efficiency and automation in financial reporting and management. - Users value the **reporting efficiency** of Syft, streamlining month-end processes and saving valuable time. **Cons:** - Users face **connectivity issues** with limited data options, making uploads cumbersome and syncing problems frequent. - Users find the **customization difficulties** in Syft limit their ability to create tailored reports effectively. - Users face **Excel integration issues** due to limited data connection options, affecting custom analytics capabilities within Syft. - Users find Syft to be **expensive** , as accessing all features requires costly subscription upgrades. - Users find the **learning curve challenging** , especially when trying to master the more advanced analytics tools. #### 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) ### 24. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **Product Description:** Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. #### What Are Recent G2 Reviews of Spotlight Reporting? **"[Efficient and easy to use !](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)"** **Rating:** 5.0/5.0 stars *— Sara V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) --- **"[Great Onboarding, Customer Support, and Engagement](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)"** **Rating:** 5.0/5.0 stars *— Ryan V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) --- #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes ### 25. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **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 appreciate the **ease of use** of Prophix Software, enjoying its user-friendly design and flexibility for in-house management. - Users value the **efficient reporting capabilities** of Prophix, enhancing flexibility and reducing workflow bottlenecks. - Users praise Prophix Software for its **efficient financial management** , enhancing reporting, onboarding, and dynamic data analysis. - Users benefit from the **time-saving features** of Prophix Software, streamlining budgeting and reporting processes effectively. - Users benefit from the **automation of data consolidation** in Prophix, enhancing accuracy and accessibility for financial reporting. **Cons:** - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training for effective use. - Users report a **steep learning curve** with Prophix, necessitating significant time and training for effective use. - Users find the **steep learning curve** of Prophix Software can complicate initial setup and mastery for new users. - Users experience **slow performance** with Prophix, particularly in processing reports and building forecasts, leading to frustration. - Users find the **limited functionality** of Prophix Software a significant challenge, hindering effective reporting and workflows. #### 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 ## 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