# 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:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

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

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

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

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

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

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

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

**Sponsored**

### Common Room

Common Room is an AI GTM platform that helps revenue teams — including Sales, Marketing, and RevOps — at mid-market and enterprise B2B companies move from fragmented buyer data to precise, AI-driven execution at scale. Most GTM teams operate on incomplete information, with reps toggling between tools and ops teams manually stitching systems together. Common Room solves this by unifying first-party customer data with real-world buyer signals into a continuously updated system of complete and trusted buyer intelligence, powered by Context360 (AI identity resolution) and AI waterfall enrichment across a 400M+ contact directory. Revenue teams use that intelligence foundation to put AI agents to work across core GTM workflows — prioritizing the right accounts, researching contacts, mapping stakeholders, and personalizing outreach based on real buyer context. A configurable Revenue Control Plane gives revenue architects enterprise-grade governance, permissioning, and managed integrations to design and scale AI-native GTM workflows across the business. Key capabilities include: -Complete buyer intelligence: Unifies CRM, product, marketing, and engagement signals with real-world buyer activity into a person-level, always up-to-date view of every buyer - AI agents across GTM workflows: Automates account prioritization, contact research, stakeholder mapping, data hygiene, and personalized outreach without adding headcount -Revenue Control Plane: Central governance layer for revenue architects to build, deploy, and scale plays with enterprise-grade controls and fully managed integrations -Embedded workflow activation: Delivers buyer intelligence and AI-guided actions directly inside Slack, email, Salesforce, browser extensions, and AI assistants — no behavior change required -Enterprise-ready at scale: Supports teams of 50 to 1,000+ reps across multiple GTM motions, eliminating the need for GTM engineers, enrichment vendors, or external orchestration tools

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-03T17%3A46%3A58Z&secure%5Bdisplayable_resource_id%5D=497&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=167460&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=167460&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%2Fsmall-business%3Fpage%3D2&secure%5Btoken%5D=51179db18d1be3c5fe3692bb972eb69a4073a27153a9193dc80034b94fce66f4&secure%5Burl%5D=https%3A%2F%2Fwww.commonroom.io%2Fdemo%2F%3Futm_source%3Dg2%26utm_medium%3Dpaid-review-site%26utm_campaign%3Dg2-clicks&secure%5Burl_type%5D=custom_url)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 194

#### How Do G2 Users Rate Jirav?

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

#### Who Is the Company Behind Jirav?

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

#### Who Uses This Product?

- **Who Uses This:** CFO, Controller
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 64% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients.
- Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage.
- Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients.
- Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support.
- Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory.

##### Cons

- Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface.
- Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform.
- Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges.
- Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data.
- Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav.

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

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

**Rating:** 5.0/5.0 stars

_— Brandy B._

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

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

**Rating:** 5.0/5.0 stars

_— Teresa T._

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

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

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

### [Budgyt](https://www.g2.com/products/budgyt/reviews)

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:** 107

#### 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](https://www.g2.com/sellers/budgyt)
- **Company Website:** www.budgyt.com
- **Year Founded:** 2013
- **HQ Location:** New York, NY
- **Twitter:** @budgyt  
115 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=765cc2d1481ebaa56aeb4199e22e21e254a6e5cb1eb260897f0d3407b5c47660&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11036487%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, CFO
- **Top Industries:** Non-Profit Organization Management, Computer Software
- **Company Size:** 61% Medium, 36% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend Budgyt for its **ease of use** , enabling seamless data uploads and straightforward presentations for efficient management.
- Users praise Budgyt for its **affordable pricing and user-friendly interface** , enhancing budget management for non-profits.
- Users praise Budgyt for its **responsive customer support** , which is attentive and available around the clock.
- Users love the **easy budgeting process** with Budgyt, appreciating its multiple layers and excellent support.
- Users appreciate the **budgeting efficiency** of Budgyt, which simplifies processes and improves visibility across multiple locations.

##### Cons

- Users face **integration issues** with Budgyt, particularly in managing multiple companies and lacking full automation capabilities.
- Users find Budgyt **expensive** , particularly with high initial setup costs that may not align with its value.
- Users find the **inefficient reporting** in Budgyt lacking in presentation and customization for non-financial audiences.
- Users find a **learning difficulty** with Budgyt, especially those unfamiliar with accounting practices, complicating usage.
- Users face **limitations in integration capabilities** with Budgyt, particularly when managing multiple entities effectively.

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

**["Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis"](https://www.g2.com/survey_responses/budgyt-review-13044414)**

**Rating:** 5.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/budgyt-review-13044414)

**["Seamless QuickBooks Online Integration with Strong Support and Great Value"](https://www.g2.com/survey_responses/budgyt-review-13038570)**

**Rating:** 5.0/5.0 stars

_— Steve P._

[Read full review](https://www.g2.com/survey_responses/budgyt-review-13038570)

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

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

### [Board](https://www.g2.com/products/board/reviews)

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

**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](https://www.g2.com/sellers/board-international)
- **Company Website:** www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware  
27,073 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website)  
932 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Software Developer
- **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 find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions.
- Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes.
- Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient.
- Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform.
- Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly.

##### Cons

- Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation.
- Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency.
- Users often find **missing features** in report creation limits their ability to effectively utilize the platform.
- Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling.
- Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets.

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

**["Ideal solution for improving business performance"](https://www.g2.com/survey_responses/board-review-10785693)**

**Rating:** 4.5/5.0 stars

_— Lorenzo L._

[Read full review](https://www.g2.com/survey_responses/board-review-10785693)

**["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)**

**Rating:** 5.0/5.0 stars

_— Constantinos A._

[Read full review](https://www.g2.com/survey_responses/board-review-13173372)

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

- [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote

### [Runway Financial](https://www.g2.com/products/runway-financial/reviews)

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](https://www.g2.com/sellers/runway-financial)
- **Company Website:** runway.com
- **Year Founded:** 2020
- **HQ Location:** San Francisco, CA
- **Twitter:** @runwayco  
8,010 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd7f917e7cdbe1f4c27452a9a710c0fa65927fa39f6267fc6e043b019c9ccd4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frunway%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 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 commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities.
- Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning.
- Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting.
- Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis.
- Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency.

##### Cons

- Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology.
- Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology.
- Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology.
- Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology.
- Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial.

#### What Are Recent G2 Reviews of Runway Financial?

**["Incredibly Flexible and Fun Finance Copilot"](https://www.g2.com/survey_responses/runway-financial-review-10872438)**

**Rating:** 4.0/5.0 stars

_— Brian L._

[Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438)

**["From Sheets to Real-Time Insights"](https://www.g2.com/survey_responses/runway-financial-review-11242357)**

**Rating:** 4.5/5.0 stars

_— Steven S._

[Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357)

### [G-Accon](https://www.g2.com/products/g-accon/reviews)

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

**Average Rating:** 4.8/5.0

**Total Reviews:** 200

#### How Do G2 Users Rate G-Accon?

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Adjustments:** 7.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind G-Accon?

- **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon)
- **Company Website:** g-accon.com
- **Year Founded:** 2017
- **HQ Location:** Novi, MI
- **Twitter:** @G\_AcconServices  
1,409 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8dde5b19a6107979a3a02594d7f9cba8f281c1549094852a574bc7faa1ea6f1b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fg-accon&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Owner, CFO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 66% Small, 33% Medium

#### What Do G2 Reviewers Say About G-Accon?

_AI-generated summary from verified user reviews_

##### Pros

- Users love the **ease of use** of G-Accon, enabling rapid data retrieval and report generation with minimal effort.
- Users value the **automation capabilities** of G-Accon, significantly reducing report generation time and increasing efficiency.
- Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes.
- Users value the **seamless integration** of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis.
- Users value the **time-saving automation** of G-Accon, drastically reducing the time spent on financial reporting tasks.

##### Cons

- Users find **reporting issues** frustrating, noting difficulties in connecting custom reports and data loss when copying sheets.
- Users find that G-Accon's **inefficient reporting** can complicate generating accurate custom and consolidated reports.
- Users find **navigation poor** , experiencing confusion and difficulty locating features within the G-Accon platform.
- Users find the **dated interface** of G-Accon less appealing and hope for a modernized, more intuitive design.
- Users find a **steep learning curve** with G-Accon, making initial usage challenging for those unfamiliar with its features.

#### What Are Recent G2 Reviews of G-Accon?

**["Set It Up Once, Then Enjoy Effortless Auto-Updates"](https://www.g2.com/survey_responses/g-accon-review-13175410)**

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

[Read full review](https://www.g2.com/survey_responses/g-accon-review-13175410)

**["User-Friendly Way to Make the Xero API Accessible"](https://www.g2.com/survey_responses/g-accon-review-12922876)**

**Rating:** 5.0/5.0 stars

_— Clarize P._

[Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876)

#### What Are G2 Users Discussing About G-Accon?

- [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial)
- [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment

### [Lucanet](https://www.g2.com/products/lucanet/reviews)

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](https://www.g2.com/sellers/lucanet-ag)
- **Year Founded:** 1999
- **HQ Location:** Berlin, Germany
- **Twitter:** @LucaNet  
721 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d1c3caff355aa3af3ee174464f921fbf75efbc8cdf0c9adbc2149fe2e754019d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flucanet-ag%2Fabout&secure%5Burl_type%5D=linkedin_company_website)  
902 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO
- **Top Industries:** Financial Services, Accounting
- **Company Size:** 61% Small, 35% Medium

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

**["Best in class financial tool"](https://www.g2.com/survey_responses/lucanet-review-9666197)**

**Rating:** 5.0/5.0 stars

_— Sebastian S._

[Read full review](https://www.g2.com/survey_responses/lucanet-review-9666197)

**["A very high quality FP&A tool"](https://www.g2.com/survey_responses/lucanet-review-10841500)**

**Rating:** 5.0/5.0 stars

_— Ben L._

[Read full review](https://www.g2.com/survey_responses/lucanet-review-10841500)

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

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

### [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews)

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:** 2,527

#### 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](https://www.g2.com/sellers/hibob)
- **Company Website:** www.hibob.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @HiBob\_HR  
4,192 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b7f2ddac9419d14cc17a1eb4864505d192c9f7592f21ddf27352f49d45e179d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7586104%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,088 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 appreciate the **intuitive interface** of HiBob HRIS, which simplifies navigation and enhances the overall user experience.
- Users find HiBob HRIS **easy and intuitive** , making HR management straightforward and user-friendly.
- Users highlight the **intuitive design** of HiBob HRIS, making navigation and usage seamless for everyone.
- Users appreciate the **helpful support** from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
- Users love the **customizability and ease of use** in HiBob HRIS, appreciating its user-friendly design and helpful resources.

##### Cons

- Users find HiBob HRIS has **limited features** like reporting and add-ons that restrict their usability and effectiveness.
- Users find **missing features** in HiBob HRIS, such as limited automation and lack of essential functions in the app.
- Users note the **limited customization** options in HiBob, making it challenging to fully adapt to their needs.
- Users face **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility.
- Users find HiBob HRIS lacking in **flexibility and essential features** , impacting their overall user experience.

#### What Are Recent G2 Reviews of HiBob HRIS?

**["HiBob HRIS: Essential for Visibility and Automation"](https://www.g2.com/survey_responses/hibob-hris-review-12860210)**

**Rating:** 5.0/5.0 stars

_— María José A._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-12860210)

**["Intuitive Interface, Needs Faster Support"](https://www.g2.com/survey_responses/hibob-hris-review-11409381)**

**Rating:** 4.0/5.0 stars

_— Jen G._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-11409381)

#### What Are G2 Users Discussing About HiBob HRIS?

- [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for)

### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)

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:** 118

#### 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](https://www.g2.com/sellers/drivetrain)
- **Company Website:** www.drivetrain.ai
- **Year Founded:** 2021
- **HQ Location:** Sunnyvale, US
- **Twitter:** @DrivetrainAI  
55 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website)  
97 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Finance Manager
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 84% Medium, 14% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly.
- Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights.
- Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights.
- Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly.
- Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms.

##### Cons

- Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming.
- Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use.
- Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master.
- Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master.
- Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality.

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

**["Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights"](https://www.g2.com/survey_responses/drivetrain-review-12273623)**

**Rating:** 5.0/5.0 stars

_— Jean-Thomas C._

[Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623)

**["Intuitive Software with Best-in-Class Onboarding and Support"](https://www.g2.com/survey_responses/drivetrain-review-13171332)**

**Rating:** 4.5/5.0 stars

_— michell g._

[Read full review](https://www.g2.com/survey_responses/drivetrain-review-13171332)

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

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:** 218

#### 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](https://www.g2.com/sellers/prophix)
- **Company Website:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
572 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 to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments.
- Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows.
- Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency.
- Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes.
- Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments.

##### Cons

- Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations.
- Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management.
- Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features.
- Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features.
- Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options.

#### What Are Recent G2 Reviews of Prophix Software?

**["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)**

**Rating:** 5.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305)

**["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)**

**Rating:** 4.5/5.0 stars

_— Corey H._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312)

#### What Are G2 Users Discussing About Prophix Software?

- [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment

### [Cube](https://www.g2.com/products/cube-2025-12-17/reviews)

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:** 144

#### 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](https://www.g2.com/sellers/cube-962a346c-36a4-4f22-8fc2-83ec443ddb2f)
- **Company Website:** cubesoftware.com
- **Year Founded:** 2018
- **HQ Location:** New York
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13736bea2734b0c5514932d2f46ee5899005093b7660d4677a822bb189d2c405&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35625340%2F&secure%5Burl_type%5D=linkedin_company_website)  
153 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finance Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 81% Medium, 16% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Cube to be **intuitive and easy to use** , allowing for fast implementation and efficient functionality.
- Users praise the **excellent customer support** of Cube, highlighting their responsiveness and dedication to user success.
- Users appreciate the **flexibility** of Cube, enabling seamless integration and intuitive customization for improved FP&A processes.
- Users love Cube for its **seamless integrations** , enhancing efficiency and streamlining financial processes effectively.
- Users value the **customizable dashboards** in Cube, allowing quick access to KPIs and in-depth analysis.

##### Cons

- Users find the **complexity of data transfer** with Cube challenging due to its predefined custom dimensions.
- Users feel the **customization options are limited** , impacting their ability to fully utilize Cube's capabilities.
- Users find the **dashboard limitations** restrictive, desiring enhanced customization and visualization options for better functionality.
- Users find **data transfer complexities** with Cube's predefined dimensions challenging, hindering seamless implementation and efficiency.
- Users face **data management issues** with Cube, particularly difficulties in data transfer and limited custom dimensions.

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

**["Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features"](https://www.g2.com/survey_responses/cube-review-13057613)**

**Rating:** 4.5/5.0 stars

_— Kyle C._

[Read full review](https://www.g2.com/survey_responses/cube-review-13057613)

**["Excel-Native Powerhouse with Seamless Integrations and Responsive Support"](https://www.g2.com/survey_responses/cube-review-13033122)**

**Rating:** 4.0/5.0 stars

_— Chris K._

[Read full review](https://www.g2.com/survey_responses/cube-review-13033122)

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

- [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made)
- [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for)

### [Syft](https://www.g2.com/products/syft-analytics-syft/reviews)

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](https://www.g2.com/sellers/syft-analytics)
- **Year Founded:** 2016
- **HQ Location:** Wilmington, US
- **Twitter:** @Syft\_Analytics  
511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af4f1d9ac83a42d134a9ab0899b2fe783a627879f861f00400b88c914ec4dde8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17981719&secure%5Burl_type%5D=linkedin_company_website)  
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, significantly enhancing decision-making and time efficiency.
- Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms.
- Users value the **ease of integration and professional report options** that enhance financial management in small businesses.
- Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly.
- Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity.

##### Cons

- Users face **connectivity issues** with limited data options and syncing problems, though support is helpful when available.
- Users find the **customization difficulties** in Syft limit their ability to create detailed reports and comparisons.
- Users face **Excel integration issues** , limiting data connections and restricting advanced reporting capabilities compared to Excel.
- Users find Syft to be **expensive** , as costs increase significantly for accessing all its fantastic features.
- Users note a noticeable **learning curve** with Syft, especially for mastering advanced analytics tools despite helpful training resources.

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

**["Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation"](https://www.g2.com/survey_responses/syft-review-12724312)**

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

[Read full review](https://www.g2.com/survey_responses/syft-review-12724312)

**["Easy-to-create reports based on financial data to provide clear insights."](https://www.g2.com/survey_responses/syft-review-10454041)**

**Rating:** 4.5/5.0 stars

_— Vaibhav L._

[Read full review](https://www.g2.com/survey_responses/syft-review-10454041)

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

- [Is Syft free?](https://www.g2.com/discussions/is-syft-free)
- [Who created SYFT?](https://www.g2.com/discussions/who-created-syft)
- [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost)

### [Vena](https://www.g2.com/es/products/vena/reviews)

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:** 472

#### How Do G2 Users Rate Vena?

- **¿Ha sido the product un buen socio para hacer negocios?:** 9.1/10 (Category avg: 9.2/10)
- **Ajustes:** 8.9/10 (Category avg: 8.8/10)
- **Jerarquías presupuestarias:** 9.0/10 (Category avg: 8.8/10)
- **Análisis de varianza:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vena?

- **Vendedor:** [Vena Solutions](https://www.g2.com/es/sellers/vena-solutions)
- **Sitio web de la empresa:** www.venasolutions.com
- **Año de fundación:** 2011
- **Ubicación de la sede:** Toronto
- **Twitter:** @venasolutions  
1,347 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analista Financiero Senior, Analista Financiero
- **Top Industries:** Tecnología de la información y servicios, Contabilidad
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que Vena es **fácil de usar** , gracias a su interfaz intuitiva y la creación de informes sin problemas.
- Los usuarios valoran la **integración perfecta con Excel** de Vena, mejorando la facilidad de uso y la gestión eficiente de FP&A.
- Los usuarios valoran Vena por su **única fuente de verdad** y flexibilidad en los procesos de presupuestación, pronóstico e informes.
- Los usuarios aprecian la **interfaz de usuario intuitiva** de Vena, haciendo la gestión financiera sencilla y tranquilizadora para todas las partes interesadas.
- Los usuarios elogian a Vena por sus **capacidades de informes eficientes** , optimizando la planificación financiera y mejorando significativamente el análisis de datos.

##### Cons

- Los usuarios encuentran la **dificultad de aprendizaje** de Vena desafiante al principio, pero el apoyo ayuda a facilitar el proceso.
- Los usuarios encuentran **la curva de aprendizaje desafiante** , especialmente al configurar plantillas y navegar por procesos avanzados.
- Los usuarios encuentran el **empinada curva de aprendizaje** de Vena desafiante, especialmente durante la configuración inicial y los procesos avanzados.
- Los usuarios encuentran la **curva de aprendizaje difícil** de Vena desafiante al principio, a menudo requiriendo tiempo y apoyo para superarla.
- Los usuarios experimentan **tiempos de carga lentos** con Vena, especialmente con grandes conjuntos de datos y plantillas estándar, afectando la eficiencia.

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

**["Presupuestación e informes revolucionados con Vena"](https://www.g2.com/es/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

[Read full review](https://www.g2.com/es/survey_responses/vena-review-12854573)

**["Solución sin fin para profesionales de finanzas"](https://www.g2.com/es/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

[Read full review](https://www.g2.com/es/survey_responses/vena-review-9663699)

### [OnPlan](https://www.g2.com/products/onplan-platform/reviews)

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](https://www.g2.com/sellers/onplan)
- **Year Founded:** 2017
- **HQ Location:** Aventura, US
- **Twitter:** @onplanco  
27 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3cd60a0475e6d2a88bb51ca4d9115f6bde8e60fc55de57ab2bd120da1971a63c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fonplan&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 78% Small, 17% Medium

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

**["Without error variance"](https://www.g2.com/survey_responses/onplan-review-7878917)**

**Rating:** 4.0/5.0 stars

_— Anwar T._

[Read full review](https://www.g2.com/survey_responses/onplan-review-7878917)

**["Empower Your Finance Team with OnPlan;Fast,Flexible and Collaborative Financial Planning & Analysis"](https://www.g2.com/survey_responses/onplan-review-7938786)**

**Rating:** 5.0/5.0 stars

_— Yash Vardhan S._

[Read full review](https://www.g2.com/survey_responses/onplan-review-7938786)

### [Spendesk](https://www.g2.com/products/spendesk/reviews)

Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, and an easily adopted approval process, Spendesk’s single solution makes agile, efficient spending easy for employees. It gives finance leaders complete visibility across company spend. With the launch of its Procure-to-Pay solution, Spendesk is the first European platform to fully integrate procurement and spend management for businesses of up to 1,000 employees.

**Average Rating:** 4.6/5.0

**Total Reviews:** 411

#### How Do G2 Users Rate Spendesk?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Adjustments:** 8.9/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Spendesk?

- **Seller:** [Spendesk](https://www.g2.com/sellers/spendesk)
- **Company Website:** www.spendesk.com
- **Year Founded:** 2016
- **HQ Location:** Paris, Île-de-France
- **Twitter:** @Spendesk  
2,273 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e20c9381b76c7fe1373565dbf1e9cc6eb0a412a90c7d3252516ba6cb84c1d606&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10554832%2F&secure%5Burl_type%5D=linkedin_company_website)  
320 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Spendesk for its **ease of use** , highlighting its intuitive interface and efficient expense tracking features.
- Users note the **decline in customer satisfaction** , citing poor support and account management as key issues.
- Users report **poor customer support** , highlighting a decline in service quality compared to competitors over time.
- Users find Spendesk's **ease of understanding** remarkable, making it perfect for tracking and managing orders.
- Users appreciate the **easy submission process** of Spendesk, highlighting its user-friendly interface and efficient expense management.

##### Cons

- Users report serious **approval issues** with Spendesk, facing delays and unresponsive support while funds remain inaccessible.
- Users report severe **credit issues** with Spendesk, citing unresponsive support and funds being locked without resolution.
- Users experience significant **delays** in card functionality and support response, disrupting essential business operations.
- Users are experiencing significant **payment issues** with Spendesk, with funds locked and unresponsive customer support.
- Users face significant **processing delays** with Spendesk, leading to frustration and disrupted business operations.

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

**["Effortless Subscription Management with Virtual Card Benefits"](https://www.g2.com/survey_responses/spendesk-review-12695812)**

**Rating:** 5.0/5.0 stars

_— Azhir A._

[Read full review](https://www.g2.com/survey_responses/spendesk-review-12695812)

**["Virtual Cards and Budgeting Make Department Spend Easy"](https://www.g2.com/survey_responses/spendesk-review-12661983)**

**Rating:** 5.0/5.0 stars

_— Adriaan V._

[Read full review](https://www.g2.com/survey_responses/spendesk-review-12661983)

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

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

### [Upmetrics](https://www.g2.com/products/upmetrics/reviews)

Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives.

**Average Rating:** 4.7/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Upmetrics?

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

#### Who Is the Company Behind Upmetrics?

- **Seller:** [Upmetrics](https://www.g2.com/sellers/upmetrics)
- **Year Founded:** 2019
- **HQ Location:** 1301 N Broadway STE 32302 Los Angeles, CA 90012
- **Twitter:** @upmetrics  
186 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ec9081c7cc2962791501bf85e76918651759072d37887d2a9bdadcc68777eb78&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fupmetrics-co&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 86% Small, 14% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value Upmetrics for its **time-saving features** , streamlining business planning and enabling focus on core activities.
- Users value the **incredible support team** of Upmetrics, noting their quick and effective assistance.
- Users find Upmetrics to be **extremely user-friendly** , simplifying the business planning process and maintaining organization effortlessly.
- Users appreciate how Upmetrics offers a **powerful AI business plan generator** that simplifies goal organization and financial projections.
- Users value the **financial management features** of Upmetrics, which streamline projections and keep goals organized.

##### Cons

- Users desire more **business templates** and customization options to enhance their experience with Upmetrics.
- Users express concerns over **affordability issues** , as valuable features like AI Assistant are only available to premium users.
- Users express a desire for improved **integration with Quickbooks** to enhance financial data handling and forecasting accuracy.
- Users find the **limited integration** with accounting software a significant drawback, hindering seamless financial management.
- Users desire more templates and **improved documentation** to enhance their overall experience with Upmetrics.

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

**["Great tool for class projects"](https://www.g2.com/survey_responses/upmetrics-review-11781895)**

**Rating:** 5.0/5.0 stars

_— Verified User in Human Resources_

[Read full review](https://www.g2.com/survey_responses/upmetrics-review-11781895)

**["Made planning quick and easy"](https://www.g2.com/survey_responses/upmetrics-review-11733224)**

**Rating:** 4.5/5.0 stars

_— Bhavik B._

[Read full review](https://www.g2.com/survey_responses/upmetrics-review-11733224)

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

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

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[Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated 

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.

Show More

* * *

## How Do You Choose the Right Budgeting and Forecasting Software?

### What You Should Know About Budgeting and Forecasting Software

### **Budgeting and Forecasting Software Buying Insights at a Glance**

[Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation.

As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows.

Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured.

The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation.

Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs. 

Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows.

Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements.

**Top 5 FAQs from budgeting and forecasting software buyers**

- How do budgeting and forecasting systems improve financial planning accuracy?
- What features should teams evaluate when choosing the best budgeting and forecasting software?
- How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)?
- What level of automation do budgeting and planning software solutions offer for reporting?
- How scalable is budgeting and forecasting software for multi-entity organizations?

G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews).

### What are the top-reviewed budgeting and forecasting software on G2?

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

- Number of Reviews: 283
- Satisfaction Score: 98
- Market Presence Score: 85
- G2 Score: 92

[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

- Number of Reviews: 85
- Satisfaction Score: 69
- Market Presence Score: 99
- G2 Score: 84

[Vena](https://www.g2.com/products/vena/reviews)

- Number of Reviews: 297
- Satisfaction Score: 87
- Market Presence Score: 70
- G2 Score: 78

[Planful](https://www.g2.com/products/planful/reviews)

- Number of Reviews: 292
- Satisfaction Score: 84
- Market Presence Score: 68
- G2 Score: 76

[Workiva](https://www.g2.com/products/workiva-workiva/reviews)

- Number of Reviews: 120
- Satisfaction Score: 82
- Market Presence Score: 66
- G2 Score: 74

Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports))

Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports))

G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports))

Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies))

### What I Often See in Budgeting and Forecasting Software

#### Pros: What I See Users Consistently Appreciating

- **Excel-native architecture preserving familiar workflows while adding automation layers**

_“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._

_From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review

- **Real-time financial data consolidation, eliminating manual aggregation across systems**

_“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review

- **Customizable reporting frameworks adapting to company-specific KPIs and structures**

_“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _

_One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review

#### Cons: Where I See Many Platforms Falling Short

- **Steep learning curve requiring weeks of training for advanced modeling features**

_“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review

- **Performance degradation when processing large multi-year datasets or complex formulas**

_“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review

- **Reporting interface complexity demanding extensive configuration for custom dashboard builds**

_“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review

### My expert takeaway on budgeting and forecasting software in 2026

Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow.

Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift.

I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions.

Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction.

If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations.

### Budgeting and Forecasting Software FAQs

#### **What is the best budgeting and forecasting software for enterprises?**

Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations.
- [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows.

#### **Which budgeting software integrates with ERP systems?**

ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews).
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting.

#### **Which budgeting platform provides real-time variance reporting?**

Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration.

#### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?**

Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration.
- [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities.
- [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios.

#### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?**

Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models.

#### **What is the best budgeting and forecasting software for small businesses?**

Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses.

### Most Popular FAQs

#### What is budgeting and forecasting software?

Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles.

#### Which budgeting and forecasting software has the best reviews?

The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments.
- [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product.
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point.

#### What is the difference between budgeting and forecasting?

Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it.

#### Which budgeting platform provides real-time variance reporting?

Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2.

- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close.
- [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry.
- [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted.

#### Which budgeting software integrates with ERP systems?

ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools.
- [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities.
- [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator.

### Small Business FAQs

#### What is the most affordable budgeting and forecasting software for small businesses?

Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business).

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach.
- [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report.
- [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost.

#### What is the best budgeting and forecasting software for startups?

Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption.
- [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks.
- [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process.

#### Which budgeting and forecasting tool is the most user-friendly for small teams?

Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training.

- [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting.

#### What is the best budgeting software for non-profits and mission-driven organizations?

Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting.

- [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences.
- [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build.
- [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing.

#### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows?

The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation.

### Enterprise FAQs

#### What is the best-rated budgeting and forecasting software for tech enterprises?

Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise).

- [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments.

#### What is the most reliable budgeting and forecasting platform for enterprises?

Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles.

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously.
- [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities.
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator.

#### What is the best-reviewed budgeting and forecasting software for enterprise app integration?

ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models.
- [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor.

#### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale?

Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons.

- [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model.
- [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in.

#### What do enterprise buyers most commonly dislike about budgeting and forecasting software?

The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach.

### Sources

1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies)
2. [G2 Market Presence Score Overview](https://www.g2.com/reports)

Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Last updated on: April 23, 2026