Best Budgeting and Forecasting Software for Small Business - Page 3

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 331

Category Stats (Oct 2026)

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

Last updated: October 07, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for Budgeting and Forecasting Software

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

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

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

ExtendInsights

Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework. Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow. ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation. Your team already works in Excel. Now they can do everything there. Key features: Visualize data using dynamic pivot tables and charts Build fast, accurate, and auditable financial reports Leverage data source security to keep data secure CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity.

Average Rating: 4.5/5.0

Total Reviews: 48

How Do G2 Users Rate ExtendInsights?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)

Who Is the Company Behind ExtendInsights?

  • Seller: CloudExtend by Celigo
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Redwood City, US
  • Twitter: @cloudextendIO
    253 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Retail
  • Company Size: 54% Medium, 42% Small

What Do G2 Reviewers Say About ExtendInsights?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of ExtendInsights, appreciating simple uploads and efficient data management.
  • Users find the integrations with Excel and other platforms enhance convenience and efficiency in data management.
  • Users value the ease of use and efficiency of ExtendInsights for managing data and simplifying tasks.
  • Users value the accuracy of information provided by ExtendInsights, facilitating effective data-driven decisions.
  • Users value the efficient data analysis capabilities of ExtendInsights, dramatically reducing report preparation time.
Cons
  • Users find the complexity of creating templates frustrating, with unclear field usage and slow error reporting.
  • Users face data retrieval issues, as ExtendInsights sometimes doesn't read configured data, affecting overall efficiency.
  • Users find form design challenging, experiencing confusion over fields and slow error reporting during uploads.
  • Users find the learning curve steep, especially in selecting templates and understanding technical aspects.
  • Users note that slow data loading hampers efficiency, especially with limited data exposure in SuiteQL.

What Are Recent G2 Reviews of ExtendInsights?

What Are G2 Users Discussing About ExtendInsights?

Upmetrics

Upmetrics is an AI-powered business planning software that helps entrepreneurs and small business owners create professional business plans, forecast finances, and plan their next steps with greater clarity. With the Upmetrics AI Business Plan Generator, you can build and refine each section of your plan with step-by-step guidance, AI-assisted writing, industry research, and 400+ sample business plans for reference. Upmetrics isn’t limited to writing business plans. You can also create financial forecasts, prepare budgets, test different scenarios, build pitch decks, and work on your business strategy using 50+ strategic planning canvases. Its financial forecasting tools help you project revenue, expenses, profit, and cash flow without having to build complex spreadsheets from scratch. Teams can also collaborate on plans, share feedback, and keep their planning work organized in one place. Used by more than 110K entrepreneurs worldwide, Upmetrics brings business planning, financial forecasting, strategic planning, and pitch deck creation together in one platform, making it easier to handle more of your business planning in one place.

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
  • Year Founded: 2019
  • HQ Location: 1301 N Broadway STE 32302 Los Angeles, CA 90012
  • Twitter: @upmetrics
    186 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 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 find Upmetrics to have ease of use, making business planning straightforward and organized.
  • Users value the advanced forecasting tools of Upmetrics, which simplify financial planning and enhance decision-making.
  • Users find Upmetrics incredibly time-saving, streamlining business planning and allowing focus on other important tasks.
  • Users value the incredible customer support of Upmetrics, praising their quick and efficient responses to inquiries.
  • Users appreciate the financial management features of Upmetrics, simplifying projections and enhancing goal organization for freelancers.
Cons
  • Users desire more business templates and customization options for enhanced design capabilities in Upmetrics.
  • Users express frustration over affordability issues, as AI Assistant is limited to premium users only.
  • Users desire improved integration with Quickbooks to enhance financial data accuracy and forecasting capabilities.
  • Users express a need for more integrations with accounting software to enhance Upmetrics' usability.
  • Users express a desire for more comprehensive documentation to enhance their understanding and utilization of Upmetrics.

What Are Recent G2 Reviews of Upmetrics?

What Are G2 Users Discussing About Upmetrics?

iplicit

iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for organisations that are currently using on-premise accounting systems or those that have outgrown basic cloud accounting solutions. With its intelligent design and powerful features, iplicit aims to streamline financial processes and enhance overall efficiency. Targeted at medium to large enterprises, iplicit is ideal for finance teams looking for advanced functionality without sacrificing the ease of use associated with cloud solutions. The software caters to a variety of industries, making it a versatile choice for organisations seeking to improve their financial management. Users can leverage iplicit’s capabilities to gain deeper insights into their financial data, enabling informed decision-making and strategic planning. One of the standout features of iplicit is its flexibility in reporting. Users can benefit from unlimited dimensions in their reporting, allowing for a more nuanced view of financial performance. This capability is particularly useful for organisations that require detailed analysis across multiple departments or projects. Additionally, iplicit supports real-time reporting, ensuring that users have access to the most current financial information at their fingertips, which is crucial for timely decision-making. The software also excels in integration, offering seamless connectivity with other cloud applications. This feature facilitates a smooth migration from existing systems, minimising disruption during the transition. Automated data migration further enhances this process, allowing users to transfer their financial data quickly and efficiently. Furthermore, iplicit includes a public API, which helps break down data silos and fosters better collaboration across different business functions. Overall, iplicit stands out in the cloud accounting software category by combining powerful features with user-friendly design. Its focus on enhancing financial operations, providing real-time insights, and ensuring seamless integration makes it a compelling choice for organisations looking to elevate their accounting practices. By addressing the needs of frustrated users of traditional systems and those seeking more robust solutions, iplicit positions itself as a forward-thinking option in the evolving landscape of financial management software.

Average Rating: 4.5/5.0

Total Reviews: 139

How Do G2 Users Rate iplicit?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 7.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.5/10 (Category avg: 8.8/10)

Who Is the Company Behind iplicit?

  • Seller: iplicit
  • Company Website:
  • Year Founded: 2013
  • HQ Location: London, England
  • Twitter: @iplicit
    3,197 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    203 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Finance Manager, Management Accountant
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 55% Medium, 39% Small

What Do G2 Reviewers Say About iplicit?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive user interface of iplicit, making navigation and multitasking effortless.
  • Users appreciate the responsive customer support of iplicit, enhancing their experience and ensuring successful collaboration.
  • Users praise iplicit's brilliant reporting features for providing essential insights and seamless integration efficiencies.
  • Users enjoy the time-saving features of Iplicit, making multi-company accounting and reporting efficient and streamlined.
  • Users find iplicit to be very intuitive, making navigation and reporting easy and enjoyable.
Cons
  • Users note the missing features in iplicit, such as specific date activity statements and better automation options.
  • Users report learning difficulties with iplicit, particularly in navigating the mobile app's complex expense claim process.
  • Users note potential for improvements needed in AP automation, email functionality, and stock management within iplicit.
  • Users find the learning curve steep, making it challenging to adapt to iPlicit's modern features and customizations.
  • Users find the iplicit interface challenging, with navigation difficulties and limited mobile usability affecting their experience.

What Are Recent G2 Reviews of iplicit?

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Solver

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.

Average Rating: 4.5/5.0

Total Reviews: 272

How Do G2 Users Rate Solver?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Solver?

  • Seller: Solver
  • Company Website:
  • Year Founded: 1996
  • HQ Location: Calabasas, CA.
  • Twitter: @SolverGlobal
    552 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    199 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Senior Financial Analyst
  • Top Industries: Accounting, Non-Profit Organization Management
  • Company Size: 66% Medium, 19% Small

What Do G2 Reviewers Say About Solver?

AI-generated summary from verified user reviews

Pros
  • Users find Solver's reporting efficiency excellent for seamless information gathering and easy report generation.
  • Users value the ease of use of Solver, enhancing flexibility in reporting and streamlining the budgeting process.
  • Users value the Excel integration of Solver, enhancing flexibility and ease in report building and finance operations.
  • Users commend the ease of report creation in Solver, greatly enhancing their budgeting and financial reporting processes.
  • Users value the high-quality reporting from Solver, enhancing their ability to create detailed and effective reports.
Cons
  • Users find a significant learning curve with Solver, despite the availability of helpful resources for assistance.
  • Users encounter a significant learning curve with Solver, often needing additional help for report creation and organization.
  • Users often face data management issues requiring frequent saves and causing inefficiencies in reporting and uploads.
  • Users struggle with a significant learning curve when creating reports, often needing external help to navigate the system.
  • Users find the difficult setup of Solver challenging, especially for payroll budgets and employee adjustments.

What Are Recent G2 Reviews of Solver?

What Are G2 Users Discussing About Solver?

Pry

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway.

Average Rating: 4.6/5.0

Total Reviews: 28

How Do G2 Users Rate Pry?

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

Who Is the Company Behind Pry?

  • Seller: Brex
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @brexHQ
    24,030 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,146 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 79% Small, 10% Medium

What Are Recent G2 Reviews of Pry?

What Are G2 Users Discussing About Pry?

Finmark

Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive.

Average Rating: 4.6/5.0

Total Reviews: 16

How Do G2 Users Rate Finmark?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 9.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Finmark?

Who Uses This Product?

  • Company Size: 94% Small

What Are Recent G2 Reviews of Finmark?

Phocas Software

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Average Rating: 4.6/5.0

Total Reviews: 194

How Do G2 Users Rate Phocas Software?

  • Has the product been a good partner in doing business?: 9.0/10 (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: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Phocas Software?

  • Seller: Phocas Software
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    333 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Electrical/Electronic Manufacturing
  • Company Size: 67% Medium, 22% Small

What Do G2 Reviewers Say About Phocas Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Phocas Software, highlighting its intuitive interface and helpful tutorials.
  • Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making.
  • Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making.
  • Users value the efficient report creation in Phocas Software, simplifying complex data for informed decision-making.
  • Users appreciate the reporting efficiency of Phocas Software, enabling quick, credible insights for informed decision-making.
Cons
  • Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems.
  • Users note that improvements are needed in data structure and budgeting features for a smoother operational experience.
  • Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience.
  • Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.
  • Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage.

What Are Recent G2 Reviews of Phocas Software?

What Are G2 Users Discussing About Phocas Software?

Workiva

Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations.

Average Rating: 4.5/5.0

Total Reviews: 2,199

How Do G2 Users Rate Workiva?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.1/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Workiva?

  • Seller: Workiva
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Ames, Iowa
  • Twitter: @Workiva
    5,277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,330 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Reporting Manager, Senior Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 57% Large, 28% Medium

What Do G2 Reviewers Say About Workiva?

AI-generated summary from verified user reviews

Pros
  • Users find Workiva to be super easy and intuitive to use, making updates and reviews seamless.
  • Users value the efficient collaboration features of Workiva, enhancing teamwork and streamlining their reporting processes.
  • Users praise Workiva for its intuitive linking tool that streamlines financial reporting and saves significant time.
  • Users appreciate the real-time collaboration features of Workiva, enhancing team efficiency and simplifying report management.
  • Users appreciate the strong integration of reporting, making compliance and analytics intuitive and efficient.
Cons
  • Users feel there are missing features in Workiva, particularly regarding integration and support for various reporting needs.
  • Users note a significant learning curve with Workiva, requiring time and experience to navigate the platform effectively.
  • Users find the learning difficulty challenging, especially for those who are less tech-savvy and require dedicated time.
  • Users find Workiva's limited functionality frustrating, particularly lacking features like pivot tables and intuitive editing.
  • Users find Workiva's limitations frustrating, especially lacking features like pivot tables and seamless Office integration.

What Are Recent G2 Reviews of Workiva?

Spotlight Reporting

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 8.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Spotlight Reporting?

  • Seller: Spotlight Reporting
  • Year Founded: 2010
  • HQ Location: Wellington, New Zealand
  • Twitter: @spotlightrep
    7,727 Twitter followers
  • LinkedIn® Page: linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Small, 21% Medium

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Fuelfinance

Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business.

Average Rating: 4.9/5.0

Total Reviews: 37

How Do G2 Users Rate Fuelfinance?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 9.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.9/10 (Category avg: 8.8/10)
  • Variance Analysis: 10.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Fuelfinance?

  • Seller: Fuelfinance
  • Year Founded: 2019
  • HQ Location: Delaware, IA
  • Twitter: @fuelfinance_
    333 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 54% Small, 46% Medium

What Do G2 Reviewers Say About Fuelfinance?

AI-generated summary from verified user reviews

Pros
  • Users commend Fuel Finance for its insightful financial management, enhancing decision-making and fostering sustainable profitability.
  • Users value the financial visibility and insights Fuelfinance provides, transforming decision-making and enhancing profitability.
  • Users value the user-friendly budgeting tools of FuelFinance, which enhance financial stability and streamline financial management.
  • Users value the financial visibility and time savings Fuelfinance provides, transforming decision-making and enhancing efficiency.
  • Users appreciate the ease of use of FuelFinance, enabling seamless financial management and informed decision-making.
Cons
  • Users find limited integration options frustrating, though support is responsive and helps overcome challenges during the process.
  • Users desire more out-of-the-box integrations for Fuelfinance, but appreciate their willingness to create custom solutions.
  • Users face customization difficulties when trying to adapt Fuelfinance to meet their unique business needs.
  • Users face challenges with difficult customization in Fuelfinance, hindering alignment with their unique business needs.
  • Users may face occasional downtime issues with Fuelfinance, affecting accessibility and overall user experience.

What Are Recent G2 Reviews of Fuelfinance?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 159

How Do G2 Users Rate Jedox?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users find Jedox to be incredibly user-friendly, benefiting from its intuitive interface and seamless integration with spreadsheets.
  • Users value the comprehensive budgeting management of Jedox, enabling seamless data integration and flexible financial planning.
  • Users value the flexibility of Jedox, enabling seamless integration and rapid implementation across various operations.
  • Users appreciate the flexible forecasting options in Jedox, enhancing planning and simplifying reporting for their teams.
  • Users value the seamless integrations of Jedox, enabling efficient data connection across various systems and tools.
Cons
  • Users find complex modeling in Jedox challenging, especially with large datasets, requiring technical knowledge and time for setup.
  • Users find the learning curve steep, making onboarding and model building a challenging experience with Jedox.
  • Users find the complexity of Jedox challenging, requiring significant training and technical expertise for effective use.
  • Users find the learning difficulty high with Jedox, requiring significant training and technical expertise for effective use.
  • Users experience slow loading times in Jedox, impacting efficiency and usability with complex reports and data operations.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Spendesk

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: 422

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
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Paris, Île-de-France
  • Twitter: @Spendesk
    2,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    348 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 the ease of use of Spendesk, highlighting its intuitive interface and clear expense tracking process.
  • Users feel that Spendesk lacks timely customer support, impacting their overall satisfaction with the service.
  • Users feel the customer support of Spendesk has declined, impacting their overall experience negatively.
  • Users appreciate the ease of understanding of Spendesk, making it simple to track and order finances.
  • Users value the easy submission process of Spendesk, enjoying its user-friendly interface and efficient expense management.
Cons
  • Users report significant delays in support response, leading to frustration and disruption in their purchasing processes.
  • Users report significant processing delays with Spendesk, impacting accessibility to funds and urgent business transactions.
  • Users report approval issues with Spendesk, facing delays and lack of support that hinder daily operations.
  • Users often face bugs that hinder updating providers in invoices, negatively impacting their workflow.
  • Users face significant card issues with Spendesk, leading to disruptions and frustrations in everyday purchasing activities.

What Are Recent G2 Reviews of Spendesk?

What Are G2 Users Discussing About Spendesk?

SAP Business Planning and Consolidation (BPC)

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

Average Rating: 4.3/5.0

Total Reviews: 84

How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.9/10 (Category avg: 8.8/10)

Who Is the Company Behind SAP Business Planning and Consolidation (BPC)?

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Who Uses This: Senior Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Large, 26% Medium

What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)?

What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)?

Allfred

Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. *Time management* To-do-list and one-click time tracking reduces friction in communication within creative departments. *Resource planning* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. *Project management* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. *Financial analysis* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.

Average Rating: 4.7/5.0

Total Reviews: 52

How Do G2 Users Rate Allfred?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Adjustments: 9.7/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Allfred?

  • Seller: Allfred
  • Year Founded: 2020
  • HQ Location: Bratislava, Slovakia
  • LinkedIn® Page: www.linkedin.com
    8 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Account Manager
  • Top Industries: Marketing and Advertising
  • Company Size: 83% Small, 17% Medium

What Do G2 Reviewers Say About Allfred?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Allfred, appreciating its intuitive interface and seamless integration capabilities.
  • Users love the simple and organized task management of Allfred, finding it essential and efficient for daily use.
  • Users appreciate the comprehensive project management capabilities of Allfred, streamlining processes and enhancing team collaboration.
  • Users value the robust and customizable features of Allfred for effective resource management and streamlined project organization.
  • Users love the user-friendly interface of Allfred, appreciating its seamless integration and productivity-boosting capabilities.
Cons
  • Users experience slow loading times occasionally, especially with large sheets, which can hinder efficiency.
  • Users occasionally experience slow performance when handling large data sheets, impacting their overall efficiency.
  • Users often experience slow update issues, leading to confusion and delays in project and task management.
  • Users report encountering bug issues with Allfred, which can occasionally disrupt their workflow and experience.
  • Users encounter occasional glitches in Allfred, which can disrupt workflow but are generally minor and manageable.

What Are Recent G2 Reviews of Allfred?

PlanGuru

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

Average Rating: 4.5/5.0

Total Reviews: 37

How Do G2 Users Rate PlanGuru?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Adjustments: 8.6/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind PlanGuru?

  • Seller: PlanGuru
  • Year Founded: 2013
  • HQ Location: Wilkes Barre, PA
  • Twitter: @planguru
    196 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 65% Small, 38% Medium

What Do G2 Reviewers Say About PlanGuru?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the robust capabilities of PlanGuru, enabling seamless financial data integration and insightful KPI reporting.
  • Users appreciate the exceptional support from PlanGuru's knowledgeable team, enhancing their overall experience with the software.
  • Users appreciate the exceptional customer support from PlanGuru, benefiting from knowledgeable assistance during integration.
  • Users appreciate the customization options in PlanGuru, enhancing their experience with tailored financial insights and reports.
  • Users find the easy implementation of PlanGuru allows seamless integration of financial data and enhances reporting efficiency.
Cons
  • Users experience confusion from numerous features in PlanGuru, but appreciate the responsive support team for guidance.
  • Users often face confusion due to the numerous features, despite receiving helpful support from the PlanGuru team.

What Are Recent G2 Reviews of PlanGuru?

What Are G2 Users Discussing About PlanGuru?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated