# Best Budgeting and Forecasting Software for Small Business

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

**Total Products under this Category:** 316

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Intuit Enterprise Suite (+1.84%) - Among all products in this category, Intuit Enterprise Suite recorded the largest rating increase compared to last month

_Last updated: August 19, 2026_

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

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

- 30 Analysts and Data Experts
- 14,100+ Authentic Reviews
- 316+ Products
- Unbiased Rankings

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

## G2 Grid® for Budgeting and Forecasting Software
 ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=582&focus%5B%5D=99063&focus%5B%5D=1553954&focus%5B%5D=10475&focus%5B%5D=160444&focus%5B%5D=43902&focus%5B%5D=42943&focus%5B%5D=3027)

Highlighted products: Workday Adaptive Planning, Datarails, Intuit Enterprise Suite, Fathom, LiveFlow, Martus, Productive, and Anaplan.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=workday-adaptive-planning&focus%5B%5D=datarails&focus%5B%5D=intuit-intuit-enterprise-suite&focus%5B%5D=fathom&focus%5B%5D=liveflow&focus%5B%5D=martus&focus%5B%5D=productive&focus%5B%5D=anaplan&segment=small-business)

**Sponsored**

### CCH Tagetik

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

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-25T04%3A55%3A57Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%2Fsmall-business&secure%5Btoken%5D=cc304940721a4f551c85b4e767c6112fe7312717460f144a70a60575af484fa2&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url)

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

Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

**Average Rating:** 4.3/5.0

**Total Reviews:** 403

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

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

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

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

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst, Senior Financial Analyst
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 55% Medium, 33% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly interface** of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
- Users value the **efficiency** of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
- Users appreciate the **flexibility and user-friendliness** of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
- Users value the **collaborative budgeting** features of Workday Adaptive Planning, enhancing transparency in budget management.
- Users value the **flexibility and real-time collaboration** of Workday Adaptive Planning, enhancing financial planning and decision-making.

##### Cons

- Users note a **steep learning curve** with Workday Adaptive Planning, requiring extensive training to navigate effectively.
- Users find the **learning curve and complexity** of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
- Users often face **complex setup challenges** with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
- Users find the **steep learning curve** of Workday Adaptive Planning challenging, especially regarding navigation and system knowledge.
- Users find a **steep learning curve** with Workday Adaptive Planning, requiring significant training to navigate effectively.

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

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

**Rating:** 4.5/5.0 stars

_— Sunny J._

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

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

**Rating:** 5.0/5.0 stars

_— Shivam M._

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

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

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

### [Datarails](https://www.g2.com/products/datarails/reviews)

Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 371

#### How Do G2 Users Rate Datarails?

- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Adjustments:** 8.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Datarails?

- **Seller:** [Datarails](https://www.g2.com/sellers/datarails)
- **Company Website:** www.Datarails.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @datarails  
1,139 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website)  
397 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Chief Financial Officer
- **Top Industries:** Financial Services, Hospital & Health Care
- **Company Size:** 71% Medium, 21% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in Datarails, finding it simple and effective for managing financial reporting.
- Users benefit from Datarails' **reporting efficiency** , simplifying financial reporting and enhancing collaboration across teams.
- Users value the **native Excel integration** of Datarails, enhancing workflows while ensuring data accuracy and governance.
- Users value the **seamless Excel integration** of Datarails, enhancing workflows while ensuring robust data governance and compliance.
- Users praise Datarails for its **efficiency** , streamlining financial processes and saving valuable time in reporting.

##### Cons

- Users face a **learning difficulty** with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
- Users face a **steep learning curve** with Datarails, but support and updates ease the onboarding process over time.
- Users find the **missing features** in Datarails limiting, especially regarding licenses and drill down capabilities.
- Users experience a **steep learning curve** with Datarails but find support helps in overcoming initial challenges.
- Users find the **backend complexity** of Datarails challenging, as tracing data points and connections can be cumbersome.

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

**["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

[Read full review](https://www.g2.com/survey_responses/datarails-review-13158805)

**["A great FP&A tool for reporting - Great team to help Implementation"](https://www.g2.com/survey_responses/datarails-review-11074101)**

**Rating:** 4.5/5.0 stars

_— Daniel H._

[Read full review](https://www.g2.com/survey_responses/datarails-review-11074101)

#### 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)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate Fathom?

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

#### Who Is the Company Behind Fathom?

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

#### Who Uses This Product?

- **Who Uses This:** Financial Controller, Accountant
- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 60% Small, 31% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

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

**["User Friendly, Highly Customisable Reporting"](https://www.g2.com/survey_responses/fathom-review-13351391)**

**Rating:** 4.0/5.0 stars

_— Rone d._

[Read full review](https://www.g2.com/survey_responses/fathom-review-13351391)

### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews)

Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly.

**Average Rating:** 4.6/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Intuit Enterprise Suite?

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

#### Who Is the Company Behind Intuit Enterprise Suite?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** www.intuit.com
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Construction
- **Company Size:** 70% Small, 28% Medium

#### What Do G2 Reviewers Say About Intuit Enterprise Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Intuit Enterprise Suite, significantly streamlining workflows and saving valuable time.
- Users highlight the **streamlined workflow** of Intuit Enterprise Suite, saving significant time on data entry and management.
- Users appreciate the **easy access** Intuit Enterprise Suite offers, enhancing workflow and saving significant time.
- Users highlight the **easy management** of Intuit Enterprise Suite, enjoying streamlined workflows and significant time savings.
- Users value the **feature-rich capabilities** of Intuit Enterprise Suite, enhancing financial management and efficiency for multiple businesses.

##### Cons

- Users experience **slow loading times** for reports, complicating tasks and leading to frustration with the system's performance.
- Users find the **complex features** overwhelming at times, especially when performing simple tasks and waiting for reports to load.
- Users find the **complex usability** overwhelming, especially when attempting simple tasks, with slow report loading times.
- Users find the **overwhelming features** of Intuit Enterprise Suite can complicate simple tasks and slow report loading.
- Users face **frustrating merge issues** when managing data across multiple classes, leading to delays and complications.

#### What Are Recent G2 Reviews of Intuit Enterprise Suite?

**["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)**

**Rating:** 4.5/5.0 stars

_— Elaine S._

[Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)

**["WIP Used to Be a Monthly Mystery Novel. Now IES Just Hands Me the Ending."](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285)**

**Rating:** 5.0/5.0 stars

_— Rhiannon P._

[Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285)

### [LiveFlow](https://www.g2.com/products/liveflow/reviews)

LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams.

**Average Rating:** 4.9/5.0

**Total Reviews:** 332

#### How Do G2 Users Rate LiveFlow?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind LiveFlow?

- **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow)
- **Company Website:** www.liveflow.com
- **Year Founded:** 2021
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accounting Manager, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 75% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find LiveFlow's **ease of use** exceptional, streamlining processes and reducing time spent on manual tasks.
- Users appreciate the **time-saving benefits** of LiveFlow, streamlining reporting and data management effortlessly.
- Users love the **time-saving** capabilities of LiveFlow, significantly streamlining their financial reporting processes.
- Users admire the **reporting efficiency** of LiveFlow, saving significant time while enhancing report quality and usability.
- Users find **efficiency improvements** with LiveFlow, significantly reducing time spent on financial reporting across multiple entities.

##### Cons

- Users find the **missing drill-down features** in LiveFlow hinder their reporting efficiency and add extra workload.
- Users find the **reporting process inefficient** , especially when combining multiple reports for year-over-year comparisons.
- Users desire more **customization options** , feeling restricted by the limited ability to tailor reports and dashboards.
- Users find the **refresh issues** challenging as version history becomes hard to navigate over time.
- Users find LiveFlow to be **expensive** , especially when only using a few essential features.

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

**["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)

**["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)

#### 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)

### [Martus](https://www.g2.com/products/martus/reviews)

Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks.

**Average Rating:** 4.7/5.0

**Total Reviews:** 101

#### How Do G2 Users Rate Martus?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Martus?

- **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions)
- **Company Website:** www.martussolutions.com
- **Year Founded:** 2008
- **HQ Location:** Greenville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Non-Profit Organization Management, Religious Institutions
- **Company Size:** 50% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Martus, enjoying clear presentations and seamless integration in their workflows.
- Users highlight the **excellent customer support** of Martus, which enhances user experience and facilitates budgeting conversations.
- Users value the **seamless integrations** of Martus with accounting software, enhancing transparency and efficiency across departments.
- Users value the **streamlined budgeting process** of Martus, significantly reducing time and increasing accessibility for managers.
- Users appreciate the **budgeting efficiency** of Martus, significantly reducing time spent on budget preparation and management.

##### Cons

- Users find the **learning curve steep** , requiring time to adapt and understand data reporting effectively.
- Users find the **steep learning curve** of Martus challenging, requiring time to effectively adapt to the system.
- Users find Martus **complex to use** , with a confusing UI and intricate filters that can overwhelm newcomers.
- Users express **confusion with the interface** , struggling with non-intuitive features and filter navigation in Martus.
- Users find the **learning difficulty** of Martus challenging, needing time to understand and manipulate data effectively.

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

**["Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access"](https://www.g2.com/survey_responses/martus-review-13051917)**

**Rating:** 5.0/5.0 stars

_— Stephanie S._

[Read full review](https://www.g2.com/survey_responses/martus-review-13051917)

**["Smooth accounting integration with easy reports, Excel exports, and great value"](https://www.g2.com/survey_responses/martus-review-13150999)**

**Rating:** 5.0/5.0 stars

_— Gabe R._

[Read full review](https://www.g2.com/survey_responses/martus-review-13150999)

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

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

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate Productive?

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

#### Who Is the Company Behind Productive?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Torin S._

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Marketing and Advertising_

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

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

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

### [Anaplan](https://www.g2.com/products/anaplan/reviews)

Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management.

**Average Rating:** 4.6/5.0

**Total Reviews:** 399

#### How Do G2 Users Rate Anaplan?

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

#### Who Is the Company Behind Anaplan?

- **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan)
- **Company Website:** www.anaplan.com
- **Year Founded:** 2006
- **HQ Location:** Miami, FL
- **Twitter:** @anaplan  
21,768 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,836 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager, Senior Consultant
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 52% Large, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Anaplan, highlighting its intuitive interface for both end users and developers.
- Users appreciate Anaplan for its **user-friendly interface** and versatility in various planning and forecasting applications.
- Users admire Anaplan's **impressive flexibility** , allowing it to adapt seamlessly to diverse business processes and needs.
- Users value the **efficiency** of Anaplan, finding it adaptable and easy to implement across various organizational processes.
- Users value Anaplan for its **user-friendly planning capabilities** , enabling seamless collaboration and quick implementation across teams.

##### Cons

- Users report **expensive licensing and performance limitations** with Anaplan, complicating scalability and overall functionality.
- Users note the **missing features** in Anaplan that hinder effective development and user experience enhancement.
- Users experience a **steep learning curve** with Anaplan, which can hinder early adoption and usability for new users.
- Users report **performance issues** with Anaplan, citing clunky models and slow calculations affecting efficiency.
- Users find Anaplan **expensive** , as advanced features often require additional costs, discouraging full utilization of its capabilities.

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

**["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)

**["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)**

**Rating:** 4.5/5.0 stars

_— Kumar S._

[Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992)

#### 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
- [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments
- [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 275

#### How Do G2 Users Rate Velixo?

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

#### Who Is the Company Behind Velixo?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Karen M._

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

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

**Rating:** 5.0/5.0 stars

_— Joshua R._

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

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

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

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

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

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

#### Who Is the Company Behind Acterys?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

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

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

**Rating:** 5.0/5.0 stars

_— Luis C._

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Venture Capital & Private Equity_

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

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

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Joiin?

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

#### Who Is the Company Behind Joiin?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

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

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

**Rating:** 5.0/5.0 stars

_— Richa J._

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

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

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

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

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 30

#### How Do G2 Users Rate Parallel?

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

#### Who Is the Company Behind Parallel?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Mason S._

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

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

**Rating:** 4.5/5.0 stars

_— Zach B._

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 60

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Vinoth J._

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

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

**Rating:** 5.0/5.0 stars

_— Jonaline G._

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 195

#### How Do G2 Users Rate Jirav?

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

#### Who Is the Company Behind Jirav?

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

#### Who Uses This Product?

- **Who Uses This:** Controller, CFO
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 64% Small, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Jirav, appreciating its intuitive design and quick onboarding process.
- Users highly value the **responsive customer support** from Jirav, making integration and troubleshooting seamless and efficient.
- Users appreciate Jirav's **robust visual dashboards** that simplify financial reporting and enhance client understanding.
- Users appreciate Jirav's **easy setup** , enhanced by supportive onboarding and seamless integration with multiple platforms.
- Users highlight Jirav's **robust financial management features** , greatly enhancing budgeting, forecasting, and KPI tracking capabilities.

##### Cons

- Users face a **steep learning curve** when transitioning from traditional spreadsheets, but support helps ease the process.
- Users note a notable **learning curve** at first, especially transitioning from traditional spreadsheet models, but it pays off.
- Users face a noticeable **learning difficulty** transitioning from Excel, despite helpful customer support and onboarding resources.
- Users find **limited reporting** options in Jirav frustrating, hindering their ability to effectively manage and present data.
- Users desire **missing features** like support for multiple entities and advanced filtering options for better usability.

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

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

**Rating:** 5.0/5.0 stars

_— Brandy B._

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

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

**Rating:** 5.0/5.0 stars

_— Teresa T._

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

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

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

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

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

**Average Rating:** 4.9/5.0

**Total Reviews:** 46

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Cassie C._

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

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

**Rating:** 5.0/5.0 stars

_— Rebecca S._

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

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