Best Budgeting and Forecasting Software for Small Business - Page 2

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 331

Category Stats (Oct 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Euna Budget (+1.18%) - Among all products in this category, Euna Budget recorded the largest rating increase compared to last month

Last updated: October 07, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 14,500+ Authentic Reviews
  • 331+ Products
  • Unbiased Rankings

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

G2 Grid® for Budgeting and Forecasting Software

G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence

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

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

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

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

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • Twitter: @Clockwork_AI
    118 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users find Clockwork.ai to be incredibly easy to use, streamlining their financial processes with minimal effort.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users praise the implementation ease of Clockwork.ai, highlighting swift setup and responsive support from the team.
  • Users praise the automation capabilities of Clockwork.ai, appreciating its ease of implementation and flexibility for growth.
Cons
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Jirav

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

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Jirav?

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

Who Is the Company Behind Jirav?

  • Seller: Jirav
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Seattle, WA
  • Twitter: @GoJirav
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Jirav?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Jirav, appreciating its intuitive design and quick onboarding process.
  • Users highly value the responsive customer support from Jirav, making integration and troubleshooting seamless and efficient.
  • Users appreciate Jirav's robust visual dashboards that simplify financial reporting and enhance client understanding.
  • Users appreciate Jirav's easy setup, enhanced by supportive onboarding and seamless integration with multiple platforms.
  • Users highlight Jirav's robust financial management features, greatly enhancing budgeting, forecasting, and KPI tracking capabilities.
Cons
  • Users face a steep learning curve when transitioning from traditional spreadsheets, but support helps ease the process.
  • Users note a notable learning curve at first, especially transitioning from traditional spreadsheet models, but it pays off.
  • Users face a noticeable learning difficulty transitioning from Excel, despite helpful customer support and onboarding resources.
  • Users find limited reporting options in Jirav frustrating, hindering their ability to effectively manage and present data.
  • Users desire missing features like support for multiple entities and advanced filtering options for better usability.

What Are Recent G2 Reviews of Jirav?

What Are G2 Users Discussing About Jirav?

Budgyt

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.

Average Rating: 4.8/5.0

Total Reviews: 108

How Do G2 Users Rate Budgyt?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Adjustments: 9.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Budgyt?

  • Seller: Budgyt
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • Twitter: @budgyt
    115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 60% Medium, 36% Small

What Do G2 Reviewers Say About Budgyt?

AI-generated summary from verified user reviews

Pros
  • Users find Budgyt to be very user-friendly, simplifying the budgeting process and enhancing team collaboration effortlessly.
  • Users highlight the user-friendly and customizable budgeting features of Budgyt, making financial planning effortless.
  • Users find Budgyt to be a user-friendly budgeting management tool that significantly streamlines the budgeting process for teams.
  • Users find that Budgyt significantly enhances budgeting efficiency, saving time and streamlining the budget process globally.
  • Users highly value the excellent customer support from Budgyt, making budgeting and financial reporting a breeze.
Cons
  • Users face integration issues with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility.
  • Users face a steep learning curve with Budgyt, which can make initial adoption challenging for some teams.
  • Users find the steep learning curve of Budgyt challenging, especially for those unfamiliar with accounting practices.
  • Users find the difficult setup and significant learning curve challenging, though ultimately beneficial for using Budgyt.
  • Users face Excel integration issues, relying on external spreadsheets for calculations due to Budgyt's complex built-in equation builders.

What Are Recent G2 Reviews of Budgyt?

What Are G2 Users Discussing About Budgyt?

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Drivetrain

Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.8/5.0

Total Reviews: 126

How Do G2 Users Rate Drivetrain?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Adjustments: 9.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • Twitter: @DrivetrainAI
    55 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    110 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, VP Finance
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 82% Medium, 16% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain to be extremely easy to use, streamlining data management and reporting effortlessly.
  • Users value the efficient report creation in Drivetrain, enabling quick and insightful metrics for decision-making.
  • Users value the reporting efficiency of Drivetrain, significantly reducing time spent on creating insightful reports.
  • Users commend Drivetrain's exceptional customer support, appreciating timely assistance and guidance throughout the implementation process.
  • Users appreciate the easy integrations of Drivetrain, which streamline reporting and accelerate decision-making across various systems.
Cons
  • Users face a challenging learning curve with Drivetrain, making transition from spreadsheets complex and time-consuming.
  • Users note a lack of self-service features in Drivetrain, requiring support for essential data transformations.
  • Users note a learning difficulty with Drivetrain's model-building logic, which differs significantly from traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, requiring time to adapt to its unique modeling logic.
  • Users face a difficult learning curve with Drivetrain, requiring significant time to become comfortable with its features.

What Are Recent G2 Reviews of Drivetrain?

Lucanet

Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy.

Average Rating: 4.7/5.0

Total Reviews: 302

How Do G2 Users Rate Lucanet?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 8.7/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Lucanet?

  • Seller: Lucanet AG
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Berlin, Germany
  • Twitter: @LucaNet
    721 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    931 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 34% Medium

What Are Recent G2 Reviews of Lucanet?

What Are G2 Users Discussing About Lucanet?

Runway Financial

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

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate Runway Financial?

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

Who Is the Company Behind Runway Financial?

  • Seller: Runway Financial
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @runwayco
    8,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    61 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Runway Financial?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use with Runway Financial, simplifying financial operations and enhancing productivity through integration.
  • Users rave about Runway's exceptional customer support, highlighting their quick response and dedication to fixing issues effectively.
  • Users value the easy integrations of Runway, enabling seamless connections with various financial systems for real-time data.
  • Users value the ease of planning with Runway Financial, enhancing their ability to analyze and model financial scenarios effectively.
  • Users value the automation capabilities of Runway Financial, enhancing efficiency and streamlining data management effortlessly.
Cons
  • Users find the difficult learning curve of Runway Financial challenging, particularly for those unfamiliar with SQL.
  • Users note a significant learning curve with Runway Financial, especially for those unfamiliar with SQL.
  • Users find Runway Financial not very beginner-friendly, as it requires knowledge of SQL and a steep learning curve.
  • Users find the complexity of onboarding and customization in Runway Financial can be a significant hurdle to overcome.
  • Users note a steep learning curve with Runway Financial, especially for those unfamiliar with SQL or FP&A software.

What Are Recent G2 Reviews of Runway Financial?

Board

Board is the most trusted Agentic Planning Platform, combining business context, Continuous Planning, and efficient enterprise AI to deliver confident, aligned, and faster decisions. Built to complement your data and AI strategy, Board brings together enterprise data and external signals with planning models, business logic, domain expertise, and decision context. Continuous Planning continuously senses change, models scenarios and trade-offs, and aligns financial and operational plans. Within a single, governed platform, agentic AI understands how your business makes decisions, reasons effectively, recommends changes, and supports action with human oversight, helping leaders make explainable, accountable decisions that improve business outcomes.

Average Rating: 4.4/5.0

Total Reviews: 303

How Do G2 Users Rate Board?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    948 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

Cube

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: *Get AI-generated business insights * Automate manual tasks * Eliminate version control issues * Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

Average Rating: 4.5/5.0

Total Reviews: 148

How Do G2 Users Rate Cube?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.8/10)

Who Is the Company Behind Cube?

  • Seller: Cube
  • Company Website:
  • Year Founded: 2018
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    142 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Finance Manager, Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 80% Medium, 16% Small

What Do G2 Reviewers Say About Cube?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Cube, finding it intuitive and simple to integrate into existing workflows.
  • Users appreciate the exceptional customer support from Cube, finding the team responsive and genuinely invested in their success.
  • Users appreciate the flexibility of Cube, enabling efficient customization and seamless integration with existing systems.
  • Users value the seamless integrations of Cube, enhancing functionality and streamlining their FP&A processes significantly.
  • Users appreciate the intuitive dashboard customization of Cube, enabling quick access to KPIs and valuable insights.
Cons
  • Users find the data transfer process complex, especially with Cube's predefined custom dimensions, impacting usability.
  • Users feel that the customization options are limited in Cube's dashboards, hindering their visualization experience.
  • Users feel the dashboard limitations restrict customization and visualization options, impacting their overall experience with Cube.
  • Users find data transfer complex due to predefined custom dimensions, wishing for improved AI compatibility for easier management.
  • Users find data management issues in Cube challenging due to complexities with predefined custom dimensions and data transfer.

What Are Recent G2 Reviews of Cube?

What Are G2 Users Discussing About Cube?

HiBob HRIS

HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide.

Average Rating: 4.5/5.0

Total Reviews: 2,596

How Do G2 Users Rate HiBob HRIS?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.5/10 (Category avg: 8.8/10)

Who Is the Company Behind HiBob HRIS?

  • Seller: HiBob
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @HiBob_HR
    4,192 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,115 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: HR Manager, Head of People
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Medium, 16% Small

What Do G2 Reviewers Say About HiBob HRIS?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive design of HiBob HRIS, making it easy for both HR professionals and employees to navigate.
  • Users commend the intuitive interface of HiBob HRIS, enhancing usability and engagement across teams effectively.
  • Users appreciate the intuitive user interface of HiBob HRIS, enhancing daily tasks and team celebrations effortlessly.
  • Users appreciate the user-friendly interface and customization, enhancing efficiency and data management in HR processes.
  • Users appreciate the helpful support from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
Cons
  • Users find missing features like intuitive navigation and task history cumbersome, impacting their overall usability experience.
  • Users find that HiBob HRIS has limited features, lacking custom dashboards and processes for complex business structures.
  • Users feel limited by customization options in HiBob HRIS, impacting the fit for their complex organizational needs.
  • Users face integration issues with HiBob HRIS, requiring third-party tools that complicate the overall HR experience.
  • Users feel HiBob HRIS is not user-friendly, with a cluttered interface and buried options challenging for first-time users.

What Are Recent G2 Reviews of HiBob HRIS?

What Are G2 Users Discussing About HiBob HRIS?

Prophix Software

Prophix Software is a software designed to unify budgeting, forecasting, reporting, and financial close and consolidation for finance teams managing complex financial processes at scale. The software provides automated data preparation, anomaly detection, and actionable AI-driven insights by leveraging the Prophix One cloud-based Financial Performance Platform with built-in workflows and configurable templates. It automates data handling across financial planning cycles and reduces the technical expertise required for adoption through a finance-professional-focused user interface. Prophix Software addresses the challenge of fragmented financial management by consolidating all core finance functions into a single secure SaaS solution with enterprise-grade security and controls. The software supports more than 3,000 customers across over 100 countries, with use cases spanning budgeting, forecasting, financial close, consolidation, and performance reporting.

Average Rating: 4.4/5.0

Total Reviews: 221

How Do G2 Users Rate Prophix Software?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 9.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.1/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • Twitter: @prophix
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 56% Medium, 37% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users find Prophix's efficiency in automation and data integration a transformative asset for streamlined finance processes.
  • Users highlight the reporting efficiency of Prophix, streamlining processes and enhancing self-service capabilities for better management.
Cons
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Planful

Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform.

Average Rating: 4.3/5.0

Total Reviews: 500

How Do G2 Users Rate Planful?

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

Who Is the Company Behind Planful?

  • Seller: Planful
  • Company Website:
  • Year Founded: 2000
  • HQ Location: San Francisco, CA
  • Twitter: @Planful
    7,546 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    548 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Hospital & Health Care
  • Company Size: 48% Medium, 45% Large

What Do G2 Reviewers Say About Planful?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Planful, appreciating its user-friendly interface and fast initial setup.
  • Users value the powerful reporting capabilities of Planful, enhancing workflow and boosting productivity effectively.
  • Users value the reporting efficiency of Planful, enabling streamlined processes and enhancing overall productivity.
  • Users appreciate the automation capabilities of Planful, which streamline planning, forecasting, and reporting processes effectively.
  • Users appreciate the user-friendly UI/UX and powerful automation features of Planful, enhancing efficiency and team onboarding.
Cons
  • Users find the steep learning curve of Planful challenging, especially for advanced functions and initial setup.
  • Users find the steep learning curve with Planful's advanced functions to be challenging, especially for beginners.
  • Users find the user interface not intuitive, making report customization and edits challenging within Planful.
  • Users find the missing features of Planful limit functionality, particularly in reporting options and user access controls.
  • Users experience slow performance with lengthy calculation times and lag in model updating, hindering efficient data analysis.

What Are Recent G2 Reviews of Planful?

What Are G2 Users Discussing About Planful?

Vena

Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases.

Average Rating: 4.5/5.0

Total Reviews: 475

How Do G2 Users Rate Vena?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 8.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

Syft

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

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

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

Who Is the Company Behind Syft?

  • Seller: Syft Analytics
  • Year Founded: 2016
  • HQ Location: Wilmington, US
  • Twitter: @Syft_Analytics
    511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and versatile reporting of Syft, praising its effectiveness in decision-making and time-saving features.
  • Users value the easy integrations of Syft, which streamline processes, save time, and enhance productivity.
  • Users highlight the ease of integration with Quickbooks and comprehensive reporting options, enhancing financial management efficiency.
  • Users value the seamless integrations of Syft, enhancing efficiency and making financial management easier for all.
  • Users value Syft's reporting efficiency, which automates processes and saves time during month-end closings.
Cons
  • Users experience connectivity issues requiring reliance on Excel uploads and struggling to sync budget forecasting.
  • Users find customization difficult for reports in Syft, wishing for more options like those in Power BI or Tableau.
  • Users face Excel integration issues due to limited data connection options, affecting custom analytics capabilities.
  • Users find Syft to be expensive, as costs increase significantly for full access to its features.
  • Users face a learning curve with advanced analytics tools, despite helpful training resources being available.

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

OnPlan

OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is fast to deploy with predesign best-practice apps and fast to learn with spreadsheet syntax. It's flexible to handle your core FP&A tasks, like juggling many scenarios, BvAs, and allocations. And it automates away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.

Average Rating: 4.6/5.0

Total Reviews: 18

How Do G2 Users Rate OnPlan?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 9.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.7/10 (Category avg: 8.8/10)

Who Is the Company Behind OnPlan?

  • Seller: OnPlan
  • Year Founded: 2017
  • HQ Location: Aventura, US
  • Twitter: @onplanco
    27 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 78% Small, 17% Medium

What Are Recent G2 Reviews of OnPlan?

LivePlan

LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.

Average Rating: 4.3/5.0

Total Reviews: 47

How Do G2 Users Rate LivePlan?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Adjustments: 7.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.9/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.2/10 (Category avg: 8.8/10)

Who Is the Company Behind LivePlan?

  • Seller: Palo Alto Software
  • Year Founded: 1988
  • HQ Location: Eugene, OR
  • Twitter: @paloaltosoft
    659 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    58 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 83% Small, 6% Medium

What Are Recent G2 Reviews of LivePlan?

What Are G2 Users Discussing About LivePlan?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated