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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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46 Listings in Small Business Budgeting and Forecasting Available

(331)4.9 out of 5
Optimized for quick response
1st 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
    • Controller
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% 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 reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
    • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
    • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
  • 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
    66
    Time-saving
    57
    Time-Saving
    54
    Reporting Efficiency
    51
    Automation
    46
    Cons
    Missing Features
    15
    Limited Customization
    12
    Expensive
    10
    Inefficient Reporting
    9
    Refresh Issues
    9
  • 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
    48 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
  • Controller
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% 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 reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
  • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
  • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
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
66
Time-saving
57
Time-Saving
54
Reporting Efficiency
51
Automation
46
Cons
Missing Features
15
Limited Customization
12
Expensive
10
Inefficient Reporting
9
Refresh Issues
9
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
48 employees on LinkedIn®
(240)4.4 out of 5
Optimized for quick response
12th 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 tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
    • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
    • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
  • 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
    33
    Efficiency
    32
    Analytics
    29
    Ease of Use
    26
    Flexibility
    26
    Cons
    Learning Curve
    26
    Learning Difficulty
    17
    User Difficulty
    16
    Difficult Learning
    14
    Complexity
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.3
    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
    708,887 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 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 tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
  • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
  • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
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
33
Efficiency
32
Analytics
29
Ease of Use
26
Flexibility
26
Cons
Learning Curve
26
Learning Difficulty
17
User Difficulty
16
Difficult Learning
14
Complexity
12
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.3
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
708,887 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®

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(70)4.8 out of 5
9th 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 tools like 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.
    • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
  • 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
    Automation
    3
    Connectivity
    2
    Easy Integrations
    2
    Features
    2
    Integrations
    2
    Cons
    This product has not yet received any negative sentiments.
  • 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 tools like 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.
  • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
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
Automation
3
Connectivity
2
Easy Integrations
2
Features
2
Integrations
2
Cons
This product has not yet received any negative sentiments.
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®
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
    11
    Ease of Use
    10
    Ease of Implementation
    5
    Customer Experience
    4
    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
    117 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
11
Ease of Use
10
Ease of Implementation
5
Customer Experience
4
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
117 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
(447)4.6 out of 5
Optimized for quick response
4th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Anaplan
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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.

    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
    • 52% 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 flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
    • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
    • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
  • 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
    89
    Ease of Use
    88
    Features
    80
    Efficiency
    55
    Planning
    54
    Cons
    Limitations
    41
    Missing Features
    38
    Lack of Features
    28
    Expensive
    26
    Learning Curve
    26
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.6
    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
    21,869 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
  • 52% 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 flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
  • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
  • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
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
89
Ease of Use
88
Features
80
Efficiency
55
Planning
54
Cons
Limitations
41
Missing Features
38
Lack of Features
28
Expensive
26
Learning Curve
26
Anaplan features and usability ratings that predict user satisfaction
8.6
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
21,869 Twitter followers
LinkedIn® Page
www.linkedin.com
2,583 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
    27
    Customer Support
    22
    Integrations
    18
    Reporting Efficiency
    17
    Easy Integrations
    13
    Cons
    Learning Difficulty
    13
    Limited Customization
    9
    Learning Curve
    8
    Difficult Customization
    6
    Customization Difficulties
    5
  • 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
    4,213 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,984 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
27
Customer Support
22
Integrations
18
Reporting Efficiency
17
Easy Integrations
13
Cons
Learning Difficulty
13
Limited Customization
9
Learning Curve
8
Difficult Customization
6
Customization Difficulties
5
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
4,213 Twitter followers
LinkedIn® Page
www.linkedin.com
1,984 employees on LinkedIn®
(302)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workday Adaptive Planning 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
    12
    Efficiency
    9
    Features
    7
    Forecasting
    7
    Planning
    7
    Cons
    Learning Difficulty
    6
    Steep Learning Curve
    6
    Complex Setup
    5
    Learning Curve
    5
    Limited Customization
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    7.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive Planning 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
12
Efficiency
9
Features
7
Forecasting
7
Planning
7
Cons
Learning Difficulty
6
Steep Learning Curve
6
Complex Setup
5
Learning Curve
5
Limited Customization
5
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
7.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,204 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
(191)4.7 out of 5
Optimized for quick response
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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.

    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
    8
    Financial Management
    7
    Customer Support
    6
    Forecasting
    6
    Capabilities
    5
    Cons
    Steep Learning Curve
    6
    Learning Curve
    5
    Learning Difficulty
    3
    Missing Features
    3
    Complexity
    2
  • 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
    1,130 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    57 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
8
Financial Management
7
Customer Support
6
Forecasting
6
Capabilities
5
Cons
Steep Learning Curve
6
Learning Curve
5
Learning Difficulty
3
Missing Features
3
Complexity
2
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
1,130 Twitter followers
LinkedIn® Page
www.linkedin.com
57 employees on LinkedIn®
(62)4.6 out of 5
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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
    9
    Customizability
    8
    Team Collaboration
    7
    Helpful
    6
    Project Management
    6
    Cons
    Lack of Integrations
    3
    Missing Features
    3
    Organization Difficulties
    3
    Task Management
    3
    Challenging Reporting
    2
  • 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
9
Customizability
8
Team Collaboration
7
Helpful
6
Project Management
6
Cons
Lack of Integrations
3
Missing Features
3
Organization Difficulties
3
Task Management
3
Challenging Reporting
2
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®
(79)4.7 out of 5
7th Easiest To Use in Budgeting and Forecasting software
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Entry Level Price:$23.00
  • 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 software that compiles financials for multiple entities, providing a comprehensive overview for making financial decisions.
    • Users frequently mention the user-friendly interface, real-time updates feature, seamless integration with QuickBooks Online and Xero, and the ability to compile financials for multiple entities as major benefits.
    • Users mentioned issues with limited chart types, difficulties in adjusting functionalities, formatting issues on customer reports, and the separate nature of forecast and budget reporting as areas for improvement.
  • 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
    24
    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
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    197 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.

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 software that compiles financials for multiple entities, providing a comprehensive overview for making financial decisions.
  • Users frequently mention the user-friendly interface, real-time updates feature, seamless integration with QuickBooks Online and Xero, and the ability to compile financials for multiple entities as major benefits.
  • Users mentioned issues with limited chart types, difficulties in adjusting functionalities, formatting issues on customer reports, and the separate nature of forecast and budget reporting as areas for improvement.
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
24
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
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
197 Twitter followers
LinkedIn® Page
www.linkedin.com
15 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
    48
    Time-Saving
    28
    Automation
    27
    Integrations
    24
    Time-saving
    23
    Cons
    Reporting Issues
    12
    Inefficient Reporting
    10
    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
    1,430 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
48
Time-Saving
28
Automation
27
Integrations
24
Time-saving
23
Cons
Reporting Issues
12
Inefficient Reporting
10
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
1,430 Twitter followers
LinkedIn® Page
www.linkedin.com
8 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
    Automation
    1
    Budgeting
    1
    Collaboration
    1
    Data Analysis
    1
    Ease of Implementation
    1
    Cons
    Difficult Learning
    1
    Insufficient Training
    1
    Integration Issues
    1
    Learning Curve
    1
    Learning Difficulty
    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
    722 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
Automation
1
Budgeting
1
Collaboration
1
Data Analysis
1
Ease of Implementation
1
Cons
Difficult Learning
1
Insufficient Training
1
Integration Issues
1
Learning Curve
1
Learning Difficulty
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
722 Twitter followers
LinkedIn® Page
www.linkedin.com
716 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
    15
    Customer Support
    14
    Easy Integrations
    12
    Automation
    11
    Integrations
    11
    Cons
    Difficult Learning
    5
    Learning Curve
    5
    Learning Difficulty
    5
    Complexity
    4
    Steep Learning Curve
    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
    8,138 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
15
Customer Support
14
Easy Integrations
12
Automation
11
Integrations
11
Cons
Difficult Learning
5
Learning Curve
5
Learning Difficulty
5
Complexity
4
Steep Learning Curve
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
8,138 Twitter followers
LinkedIn® Page
www.linkedin.com
85 employees on LinkedIn®
(320)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% Enterprise
    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.
    • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board 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
    28
    Flexibility
    21
    Features
    20
    Efficiency
    19
    Customization
    15
    Cons
    Learning Curve
    9
    Missing Features
    9
    Slow Performance
    9
    Complexity
    8
    Learning Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.0
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,316 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    915 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% Enterprise
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.
  • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
Board 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
28
Flexibility
21
Features
20
Efficiency
19
Customization
15
Cons
Learning Curve
9
Missing Features
9
Slow Performance
9
Complexity
8
Learning Difficulty
7
Board features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.0
Variance Analysis
Average: 8.7
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,316 Twitter followers
LinkedIn® Page
www.linkedin.com
915 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
    Features
    21
    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
Features
21
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®