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Best Budgeting and Forecasting Software for Small Business

Nathan Calabrese
NC
Researched and written by 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.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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45 Listings in Small Business Budgeting and Forecasting Available

(300)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for LiveFlow
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 79% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Liveflow is a financial tool that generates balance sheets and income statements, and integrates with excel for multi-company financials.
    • Users like the time-saving aspect of LiveFlow, its seamless integration with QuickBooks and Google Sheets, and the ability to create instant reports for departments and share them with the team.
    • Reviewers experienced some issues with the initial learning curve of LiveFlow, the software's high cost, and occasional problems with the synchronization of data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    65
    Time-Saving
    65
    Time-saving
    60
    Reporting Efficiency
    56
    Automation
    47
    Cons
    Expensive
    12
    Excel Integration Issues
    10
    Missing Features
    10
    Limited Customization
    9
    Integration Issues
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LiveFlow features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 79% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Liveflow is a financial tool that generates balance sheets and income statements, and integrates with excel for multi-company financials.
  • Users like the time-saving aspect of LiveFlow, its seamless integration with QuickBooks and Google Sheets, and the ability to create instant reports for departments and share them with the team.
  • Reviewers experienced some issues with the initial learning curve of LiveFlow, the software's high cost, and occasional problems with the synchronization of data.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
65
Time-Saving
65
Time-saving
60
Reporting Efficiency
56
Automation
47
Cons
Expensive
12
Excel Integration Issues
10
Missing Features
10
Limited Customization
9
Integration Issues
8
LiveFlow features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.7
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
(238)4.4 out of 5
Optimized for quick response
10th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 53% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a financial planning software that aims to reduce processing time, improve data preparation, and incorporate variables that current business models do not take into account.
    • Reviewers appreciate the software's powerful engine, efficiency in financial planning and forecasting, flexibility to develop and design tailored solutions, and its ability to streamline budgeting and forecasting with real-time data analysis.
    • Reviewers noted challenges in learning the software, issues with scaling complex calculations, the complexity of cubes and rules for new users, and the lack of modern development tools and debugging support.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Planning Efficiency
    31
    Efficiency
    29
    Analytics
    26
    Flexibility
    26
    Ease of Use
    22
    Cons
    Learning Curve
    21
    User Difficulty
    15
    Learning Difficulty
    13
    Difficult Learning
    11
    Slow Performance
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    710,904 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    322,159 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 53% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a financial planning software that aims to reduce processing time, improve data preparation, and incorporate variables that current business models do not take into account.
  • Reviewers appreciate the software's powerful engine, efficiency in financial planning and forecasting, flexibility to develop and design tailored solutions, and its ability to streamline budgeting and forecasting with real-time data analysis.
  • Reviewers noted challenges in learning the software, issues with scaling complex calculations, the complexity of cubes and rules for new users, and the lack of modern development tools and debugging support.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Planning Efficiency
31
Efficiency
29
Analytics
26
Flexibility
26
Ease of Use
22
Cons
Learning Curve
21
User Difficulty
15
Learning Difficulty
13
Difficult Learning
11
Slow Performance
11
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.2
9.1
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
710,904 Twitter followers
LinkedIn® Page
www.linkedin.com
322,159 employees on LinkedIn®

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(70)4.8 out of 5
13th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 connec

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within Power BI and Excel.
    • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
    • Reviewers noted that Acterys can be complex to set up initially, especially if the Power BI model isn't well structured, and there's a learning curve when building more advanced planning models.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Acterys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Efficiency
    5
    Integrations
    5
    Automation
    4
    Easy Integrations
    4
    Cons
    Difficult Formatting
    1
    Formatting Difficulties
    1
    Formatting Issues
    1
    Missing Features
    1
    Poor Visualization
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Acterys features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.7
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 connec

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within Power BI and Excel.
  • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
  • Reviewers noted that Acterys can be complex to set up initially, especially if the Power BI model isn't well structured, and there's a learning curve when building more advanced planning models.
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Efficiency
5
Integrations
5
Automation
4
Easy Integrations
4
Cons
Difficult Formatting
1
Formatting Difficulties
1
Formatting Issues
1
Missing Features
1
Poor Visualization
1
Acterys features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.7
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
155 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
(46)4.9 out of 5
12th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Clockwork.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    12
    Ease of Use
    11
    Ease of Implementation
    6
    Customer Experience
    5
    Customization
    4
    Cons
    Slow Loading
    2
    Slow Performance
    2
    Inadequate Forecasting
    1
    Insufficient Training
    1
    Lack of Tutorials
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Clockwork.ai features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    121 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
12
Ease of Use
11
Ease of Implementation
6
Customer Experience
5
Customization
4
Cons
Slow Loading
2
Slow Performance
2
Inadequate Forecasting
1
Insufficient Training
1
Lack of Tutorials
1
Clockwork.ai features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.8
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
121 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Customer Support
    31
    Integrations
    24
    Reporting Efficiency
    21
    Easy Integrations
    19
    Cons
    Learning Difficulty
    14
    Limited Customization
    11
    Difficult Customization
    9
    Learning Curve
    9
    Missing Features
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Mosaic Tech features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    HiBob
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @HiBob_HR
    4,215 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,889 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Customer Support
31
Integrations
24
Reporting Efficiency
21
Easy Integrations
19
Cons
Learning Difficulty
14
Limited Customization
11
Difficult Customization
9
Learning Curve
9
Missing Features
9
Mosaic Tech features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.7
Seller Details
Seller
HiBob
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@HiBob_HR
4,215 Twitter followers
LinkedIn® Page
www.linkedin.com
1,889 employees on LinkedIn®
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 ca

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Causal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Forecasting
    3
    Automation
    2
    Features
    2
    Flexibility
    2
    Cons
    Customization Difficulties
    1
    Dashboard Limitations
    1
    Difficult Learning
    1
    Inadequate Budgeting Tools
    1
    Insufficient Training
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Causal features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    728 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    716 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ca

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Forecasting
3
Automation
2
Features
2
Flexibility
2
Cons
Customization Difficulties
1
Dashboard Limitations
1
Difficult Learning
1
Inadequate Budgeting Tools
1
Insufficient Training
1
Causal features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Seller Details
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
728 Twitter followers
LinkedIn® Page
www.linkedin.com
716 employees on LinkedIn®
(190)4.7 out of 5
Optimized for quick response
View top Consulting Services for Jirav
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 soluti

    Users
    • Controller
    • CFO
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 34% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jirav Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Forecasting
    9
    Customer Support
    8
    Financial Management
    8
    Forecasting Efficiency
    7
    Cons
    Learning Difficulty
    8
    Learning Curve
    7
    Steep Learning Curve
    7
    Missing Features
    5
    Data Management
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jirav features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,132 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 soluti

Users
  • Controller
  • CFO
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 34% Mid-Market
Jirav Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Forecasting
9
Customer Support
8
Financial Management
8
Forecasting Efficiency
7
Cons
Learning Difficulty
8
Learning Curve
7
Steep Learning Curve
7
Missing Features
5
Data Management
3
Jirav features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,132 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
(432)4.6 out of 5
Optimized for quick response
4th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 53% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based platform that enables different departments to collaborate on a single platform, linking various aspects of business planning directly to financial forecasts and budgets.
    • Reviewers frequently mention Anaplan's flexibility, real-time data integration, and powerful calculation engine, which allows for fast, collaborative planning across different teams without needing complex coding.
    • Users mentioned Anaplan's steep learning curve, limitations on workspace size, and challenges with data integration and reporting as areas for improvement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    76
    Ease of Use
    75
    Features
    70
    Planning
    49
    Customizability
    46
    Cons
    Missing Features
    34
    Limitations
    33
    Lack of Features
    25
    Learning Curve
    23
    Performance Issues
    23
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,950 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,583 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 53% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based platform that enables different departments to collaborate on a single platform, linking various aspects of business planning directly to financial forecasts and budgets.
  • Reviewers frequently mention Anaplan's flexibility, real-time data integration, and powerful calculation engine, which allows for fast, collaborative planning across different teams without needing complex coding.
  • Users mentioned Anaplan's steep learning curve, limitations on workspace size, and challenges with data integration and reporting as areas for improvement.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
76
Ease of Use
75
Features
70
Planning
49
Customizability
46
Cons
Missing Features
34
Limitations
33
Lack of Features
25
Learning Curve
23
Performance Issues
23
Anaplan features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,950 Twitter followers
LinkedIn® Page
www.linkedin.com
2,583 employees on LinkedIn®
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • G-Accon is a tool that syncs data between QuickBooks and Google Sheets, automates financial reporting tasks, and allows for the creation of custom dashboards.
    • Reviewers like the ability to automate data refreshes, generate reports, and deliver them via email, as well as the tool's flexibility in report creation and customization, and its time-saving features.
    • Reviewers noted a steep learning curve, a lack of intuitive transaction updating, a desire for more built-in custom reports, and a need for more customization options and features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • G-Accon Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    50
    Time-Saving
    30
    Automation
    27
    Integrations
    25
    Time-saving
    24
    Cons
    Reporting Issues
    11
    Inefficient Reporting
    9
    UX Improvement
    9
    Learning Curve
    8
    Confusion
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • G-Accon features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.4
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    G-Accon
    Company Website
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,444 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • G-Accon is a tool that syncs data between QuickBooks and Google Sheets, automates financial reporting tasks, and allows for the creation of custom dashboards.
  • Reviewers like the ability to automate data refreshes, generate reports, and deliver them via email, as well as the tool's flexibility in report creation and customization, and its time-saving features.
  • Reviewers noted a steep learning curve, a lack of intuitive transaction updating, a desire for more built-in custom reports, and a need for more customization options and features.
G-Accon Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
50
Time-Saving
30
Automation
27
Integrations
25
Time-saving
24
Cons
Reporting Issues
11
Inefficient Reporting
9
UX Improvement
9
Learning Curve
8
Confusion
7
G-Accon features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.4
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
G-Accon
Company Website
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,444 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
(79)4.7 out of 5
6th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:$24.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage, Excel, spreadsheets a

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Joiin is a financial reporting software that consolidates data from multiple entities for management accounts and provides customised reports.
    • Reviewers frequently mention the ease of use, time-saving capabilities, seamless integration with Xero, and the ability to create customised reports as key benefits of Joiin.
    • Reviewers noted limitations in the reporting functionality, lack of integration with certain accounting systems, and the need for improvements in the adjustment functionality and report formatting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Joiin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Reporting
    17
    Reporting Efficiency
    17
    Customer Support
    14
    Report Creation
    14
    Cons
    Inefficient Reporting
    10
    Missing Features
    10
    Reporting Issues
    10
    Limited Reporting
    9
    Formatting Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Joiin features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    7.5
    Budget Hierarchies
    Average: 8.8
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Joiin
    Company Website
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    198 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage, Excel, spreadsheets a

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Joiin is a financial reporting software that consolidates data from multiple entities for management accounts and provides customised reports.
  • Reviewers frequently mention the ease of use, time-saving capabilities, seamless integration with Xero, and the ability to create customised reports as key benefits of Joiin.
  • Reviewers noted limitations in the reporting functionality, lack of integration with certain accounting systems, and the need for improvements in the adjustment functionality and report formatting.
Joiin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Reporting
17
Reporting Efficiency
17
Customer Support
14
Report Creation
14
Cons
Inefficient Reporting
10
Missing Features
10
Reporting Issues
10
Limited Reporting
9
Formatting Issues
5
Joiin features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
7.5
Budget Hierarchies
Average: 8.8
0.0
No information available
Seller Details
Seller
Joiin
Company Website
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
198 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®
Entry Level Price:$9.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 16% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Productive is a project management tool that provides features for budgeting, resourcing, and reporting to streamline business processes.
    • Users frequently mention the tool's visibility over business operations, ease of use, and the ability to create custom reports as key benefits.
    • Reviewers experienced issues with deleting tasks, difficulties in configuring reports, limitations in customization of reporting tools, and high pricing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Productive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Customizability
    8
    Team Collaboration
    8
    Project Management
    7
    Project Tracking
    7
    Cons
    Lack of Integrations
    3
    Learning Difficulty
    3
    Missing Features
    3
    Organization Difficulties
    3
    Task Management
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Productive features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    10.0
    Budget Hierarchies
    Average: 8.8
    6.8
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2014
    HQ Location
    Claymont, US
    LinkedIn® Page
    www.linkedin.com
    110 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 81% Small-Business
  • 16% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Productive is a project management tool that provides features for budgeting, resourcing, and reporting to streamline business processes.
  • Users frequently mention the tool's visibility over business operations, ease of use, and the ability to create custom reports as key benefits.
  • Reviewers experienced issues with deleting tasks, difficulties in configuring reports, limitations in customization of reporting tools, and high pricing.
Productive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Customizability
8
Team Collaboration
8
Project Management
7
Project Tracking
7
Cons
Lack of Integrations
3
Learning Difficulty
3
Missing Features
3
Organization Difficulties
3
Task Management
3
Productive features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
10.0
Budget Hierarchies
Average: 8.8
6.8
Variance Analysis
Average: 8.7
Seller Details
Year Founded
2014
HQ Location
Claymont, US
LinkedIn® Page
www.linkedin.com
110 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 47% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
    • Users frequently mention the ease of integration with other systems, the user-friendly design, and the responsive and helpful customer support as key benefits of using Runway.
    • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the product can be unstable at times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Runway Financial Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    16
    Easy Integrations
    15
    Integrations
    14
    Modeling
    13
    Cons
    Difficult Learning
    6
    Learning Curve
    6
    Learning Difficulty
    6
    Steep Learning Curve
    5
    Complexity
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Runway Financial features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    8.0
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2020
    HQ Location
    San Francisco, CA
    Twitter
    @runwayco
    8,166 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    85 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 47% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
  • Users frequently mention the ease of integration with other systems, the user-friendly design, and the responsive and helpful customer support as key benefits of using Runway.
  • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the product can be unstable at times.
Runway Financial Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
16
Easy Integrations
15
Integrations
14
Modeling
13
Cons
Difficult Learning
6
Learning Curve
6
Learning Difficulty
6
Steep Learning Curve
5
Complexity
4
Runway Financial features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
8.0
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.7
Seller Details
Company Website
Year Founded
2020
HQ Location
San Francisco, CA
Twitter
@runwayco
8,166 Twitter followers
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
Entry Level Price:€8.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 a

    Users
    • Account Manager
    Industries
    • Marketing and Advertising
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Allfred Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Task Management
    26
    Time Tracking
    24
    Customer Support
    22
    Project Management
    22
    Cons
    Slow Loading
    11
    Slow Performance
    9
    Update Issues
    6
    Bug Issues
    5
    Software Bugs
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Allfred features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    8.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Allfred
    Year Founded
    2020
    HQ Location
    Bratislava, Slovakia
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 a

Users
  • Account Manager
Industries
  • Marketing and Advertising
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
Allfred Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Task Management
26
Time Tracking
24
Customer Support
22
Project Management
22
Cons
Slow Loading
11
Slow Performance
9
Update Issues
6
Bug Issues
5
Software Bugs
5
Allfred features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.7
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
8.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Allfred
Year Founded
2020
HQ Location
Bratislava, Slovakia
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
(183)4.7 out of 5
6th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Velixo
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 63% Mid-Market
    • 30% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a reporting tool that integrates with Excel to extract data from ERP systems for financial reporting and analysis.
    • Reviewers frequently mention the seamless integration with Excel and ERP systems, the ability to create custom reports, and the time-saving benefits of automated financial processes and increased accuracy.
    • Reviewers experienced issues with the initial setup, a steep learning curve for advanced features, occasional glitches, and slow performance with large data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Velixo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    85
    Excel Integration
    63
    Reporting Efficiency
    45
    Time-saving
    32
    Features
    31
    Cons
    Learning Curve
    18
    Formula Issues
    14
    Steep Learning Curve
    14
    Excel Dependency
    13
    Slow Performance
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Velixo features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.2
    Budget Hierarchies
    Average: 8.8
    7.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 63% Mid-Market
  • 30% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a reporting tool that integrates with Excel to extract data from ERP systems for financial reporting and analysis.
  • Reviewers frequently mention the seamless integration with Excel and ERP systems, the ability to create custom reports, and the time-saving benefits of automated financial processes and increased accuracy.
  • Reviewers experienced issues with the initial setup, a steep learning curve for advanced features, occasional glitches, and slow performance with large data sets.
Velixo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
85
Excel Integration
63
Reporting Efficiency
45
Time-saving
32
Features
31
Cons
Learning Curve
18
Formula Issues
14
Steep Learning Curve
14
Excel Dependency
13
Slow Performance
13
Velixo features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.2
Budget Hierarchies
Average: 8.8
7.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Velixo
Company Website
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
88 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
(101)4.8 out of 5
Optimized for quick response
3rd Easiest To Use in Budgeting and Forecasting software
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. Recognized by G2 as a Momentum Leader, Users Most Likely to Recommen

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 62% Mid-Market
    • 36% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
    • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
    • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Budgyt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Customer Support
    21
    Budgeting
    19
    Budgeting Management
    18
    Budgeting Efficiency
    15
    Cons
    Integration Issues
    5
    Steep Learning Curve
    4
    Import Issues
    3
    Learning Difficulty
    3
    Limited Flexibility
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Budgyt features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Budgyt
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @budgyt
    123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    17 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Budgyt is budgeting and forecasting software created by a former CFO who was tired of Excel breaking at the worst possible moments. Recognized by G2 as a Momentum Leader, Users Most Likely to Recommen

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 62% Mid-Market
  • 36% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
  • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
  • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
Budgyt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Customer Support
21
Budgeting
19
Budgeting Management
18
Budgeting Efficiency
15
Cons
Integration Issues
5
Steep Learning Curve
4
Import Issues
3
Learning Difficulty
3
Limited Flexibility
3
Budgyt features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
123 Twitter followers
LinkedIn® Page
www.linkedin.com
17 employees on LinkedIn®