# Best Budgeting and Forecasting Software - Page 3

## 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:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 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=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=liveflow)

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[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=2026-08-06T22%3A45%3A33Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&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%3FhsCtaTracking%3D22f7dba1-5d9d-49c0-bc2e-e7770abac369%257Cdfd702dc-7e93-4c23-bbb0-69b3f8f6efdf%26page%3D3&secure%5Btoken%5D=14410c05485e2fcd1c8ce0bd1b50929bf8a4d92eb0d5d1536bfac241f27873ab&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url)

### [Pry](https://www.g2.com/products/pry/reviews)

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](https://www.g2.com/sellers/brex)
- **Year Founded:** 2017
- **HQ Location:** San Francisco, California
- **Twitter:** @brexHQ  
24,030 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5ceea0c33d68c85d5119a06a168b60c71cf44809cf6544cc706f8635736ab03d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbrexhq%2F&secure%5Burl_type%5D=linkedin_company_website)  
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?

**["An incredible solution built by some very smart people who offer fantastic support!"](https://www.g2.com/survey_responses/pry-review-5355807)**

**Rating:** 5.0/5.0 stars

_— Frederic L._

[Read full review](https://www.g2.com/survey_responses/pry-review-5355807)

**["Best FP&A Tool. Period."](https://www.g2.com/survey_responses/pry-review-4922659)**

**Rating:** 5.0/5.0 stars

_— Walter C._

[Read full review](https://www.g2.com/survey_responses/pry-review-4922659)

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

- [How do you require pry?](https://www.g2.com/discussions/how-do-you-require-pry)
- [How do you use pry gems?](https://www.g2.com/discussions/how-do-you-use-pry-gems)
- [How do you use pry rails?](https://www.g2.com/discussions/how-do-you-use-pry-rails)
- [How does pry work?](https://www.g2.com/discussions/how-does-pry-work)

### [Centage](https://www.g2.com/products/centage/reviews)

FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Centage?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Centage?

- **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation)
- **Year Founded:** 2001
- **HQ Location:** San Antonio, TX
- **Twitter:** @Centage  
1,565 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32215eb6be14a287f4ac59a40439c396a102f1f5e449838ef935fbb790a1edc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F89440%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 62% Medium, 21% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **wide variety of features** in Centage, enhancing financial reporting, budgeting, and forecasting capabilities.
- Users value the **ease of budgeting management** with Centage, enhancing their financial planning and forecasting processes.
- Users appreciate the **detailed insights and robust reporting** capabilities of Centage, enhancing data understanding and planning.
- Users value the **reporting efficiency** of Centage, leveraging various options to enhance their financial planning.
- Users find it significantly easier to **manage budgeting for quarterly plans** with Centage, enhancing their financial planning process.

##### Cons

- Users experience **performance issues** with Centage, particularly delays in data reflection and lengthy download processes.
- Users find **difficult customization** in Centage, particularly with default views and time-consuming data processes.
- Users face a **time-consuming Excel compatibility process** that can take up to 30 minutes for data retrieval.
- Users face **Excel integration issues** , requiring a lengthy two-step data download process for accessing current data.
- Users express a desire for **improvements to functionality** , specifically wanting Centage to operate more like Excel.

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

**["Easy Nonprofit Org Budgeting"](https://www.g2.com/survey_responses/centage-review-12519902)**

**Rating:** 4.5/5.0 stars

_— Lauren C._

[Read full review](https://www.g2.com/survey_responses/centage-review-12519902)

**["Centage: Intuitive Worksheets and Responsive Support"](https://www.g2.com/survey_responses/centage-review-13036031)**

**Rating:** 5.0/5.0 stars

_— Verified User in Government Administration_

[Read full review](https://www.g2.com/survey_responses/centage-review-13036031)

### [Solver](https://www.g2.com/products/solver/reviews)

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:** 250

#### How Do G2 Users Rate Solver?

- **Has the product been a good partner in doing business?:** 9.2/10 (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](https://www.g2.com/sellers/solver)
- **Company Website:** www.solverglobal.com
- **Year Founded:** 1996
- **HQ Location:** Calabasas, CA.
- **Twitter:** @SolverGlobal  
552 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a53d3debbd8b2072ff0a19cb5185225256b695e536321df900f6ae4c285ca428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38094%2F&secure%5Burl_type%5D=linkedin_company_website)  
196 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Senior Financial Analyst
- **Top Industries:** Accounting, Non-Profit Organization Management
- **Company Size:** 67% Medium, 17% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Solver enhances **reporting efficiency** , making it easy to generate comprehensive reports from multiple sources.
- 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 reporting flexibility and simplifying data input processes.
- Users commend the **ease of report creation** in Solver, greatly enhancing their budgeting and financial reporting processes.
- Users value the **reporting quality** of Solver, enabling efficient data organization and timely access to crucial information.

##### Cons

- Users experience a **significant learning difficulty** with Solver, although support resources help mitigate the challenge.
- Users experience **confusion with new features and error messages** , requiring time to grasp and resolve issues effectively.
- Users face **data management challenges** with uploads, reporting inconsistencies, and limitations in associating data with journal entries.
- Users face a significant **learning curve** with Solver, requiring time and effort to fully utilize its features.
- Users find the **difficult setup** of Solver challenging, especially for payroll budgets and employee adjustments.

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

**["Solver Speeds Up Production-Ready Reports"](https://www.g2.com/survey_responses/solver-review-13154571)**

**Rating:** 4.5/5.0 stars

_— Chavarous K._

[Read full review](https://www.g2.com/survey_responses/solver-review-13154571)

**["Effortless Reports with Seamless Integration"](https://www.g2.com/survey_responses/solver-review-10975839)**

**Rating:** 5.0/5.0 stars

_— tom c._

[Read full review](https://www.g2.com/survey_responses/solver-review-10975839)

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

- [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for)

### [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)

### [IBM Cloudability](https://www.g2.com/products/ibm-cloudability/reviews)

IBM Cloudability is built to support the organizational adoption of FinOps—the cultural practice and operational process of bringing financial accountability to the scalable, variable, and distributed nature of cloud and related costs. Its enterprise-grade FinOps features enable IT, finance, and business teams to optimize cloud, AI and Kubernetes costs and communicate the business value of these investments. Cloudability normalizes and structures billing and usage data from across public cloud ecosystems. Its robust set of capabilities enable teams to: • Fully allocate cloud spend, including containers and AI related costs, and support charges—enabling chargeback across the business and continuous improvements to cloud unit economics • Estimate workload costs, build budgets and create driver-based forecasts that surface variance details while tracking spend to plan • Automatically optimize cloud costs via industry-leading rightsizing and commitment recommendations, allowing you to reduce operating expenses and fund future innovation investments • Make decisions with speed and confidence, powered by team ownership of cloud spend • Allocate shared costs, like specialized technology, labor and vendors, to extend FinOps and accountability to the total cost of running cloud • Support FinOps organizations in Federal agencies via FedRAMP authorized IBM Cloudability for US Federal • Enable Managed Services Providers to ingest, structure, and customize billing data via IBM Cloudability MSP Cloudability enables practitioners with the capabilities they need to drive FinOps forward— with financial accountability, optimized cloud spend and a roadmap for FinOps maturity. With over 10 years of accumulated expertise and innovation, Cloudability is the category pioneer and market leader dedicated to helping you excel at FinOps.

**Average Rating:** 4.2/5.0

**Total Reviews:** 202

#### How Do G2 Users Rate IBM Cloudability?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind IBM Cloudability?

- **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company)
- **Company Website:** www.apptio.com
- **Year Founded:** 1996
- **HQ Location:** Bellevue, WA
- **Twitter:** @Apptio  
9,662 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1eb96595a20d7a25bffe1aafb247c6ba8f7736fdc37e3f26d0f035642254f629&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapptio%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,280 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 62% Large, 20% Medium

#### What Do G2 Reviewers Say About IBM Cloudability?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of IBM Cloudability, enhancing efficiency in dashboard creation and collaboration.
- Users value the **cost visibility** provided by IBM Cloudability, enhancing accountability and simplifying multi-cloud financial management.
- Users value the **strong chargeback/showback capabilities** of IBM Cloudability, enhancing accountability and cost management efficiency.
- Users value the **efficient reporting capabilities** of IBM Cloudability, enhancing insights and decision-making on cloud spending.
- Users value the **cost visibility** Cloudability provides, enhancing accountability and simplifying multi-cloud expense management.

##### Cons

- Users find the **rightsizing recommendations lacking** in IBM Cloudability, missing crucial data for comprehensive cost analysis.
- Users find the **cost management features inadequate** , lacking comprehensive data and sophisticated allocation options for effective analysis.
- Users find the **complexity of IBM Cloudability** can hinder analysis and create a less than smooth experience.
- Users find **inadequate reporting** challenging, as it's hard to identify resources and pull data effectively.
- Users face **integration issues** with IBM Cloudability, limiting its effectiveness with non-AWS services like Azure.

#### What Are Recent G2 Reviews of IBM Cloudability?

**["Granular Visibility and Ease of Use, But Setup Can Improve"](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)**

**Rating:** 4.0/5.0 stars

_— Raghav M._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)

**["Effective for Cloud Cost Optimization, Minor Hurdles"](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)**

**Rating:** 4.0/5.0 stars

_— anirban c._

[Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)

#### What Are G2 Users Discussing About IBM Cloudability?

- [What do you like most about Apptio Cloudability for cloud cost management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-apptio-cloudability-for-cloud-cost-management-and-what-could-be-improved)
- [What is Apptio Cloudability used for?](https://www.g2.com/discussions/what-is-apptio-cloudability-used-for)

### [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews)

Limelight is a modern FP&A platform that automates budgeting, forecasting, and narrative reporting for mid-market finance teams. By centralizing data into a single source of truth, Limelight eliminates spreadsheet manual entry and reduces budget cycle times by over 50%. Modern Budgeting & Dynamic Forecasting - Plan faster and adapt with ease using a flexible FP&A platform designed for real-world finance workflows. - Collaborative Budgeting: Model revenue, expenses, and headcount with department-wide alignment. - Agile Forecasting: Move beyond static annual budgets with driver-based rolling forecasts and instant "what-if" scenario analysis. - Workforce Planning: Seamlessly manage headcount and salary modeling with live updates. Real-Time Integration & Reporting Limelight serves as the "Intelligence Layer" for your ecosystem, featuring real-time integration with major ERPs, including Oracle NetSuite, Sage Intacct, Microsoft Dynamics, QBO, and many more. Interactive Dashboards: Track profitability and drill into variances without waiting on manual exports. Limelight Docs: Our dedicated narrative reporting feature allows you to create Live Management Books. These board-ready reports combine financial tables, charts, media, and commentary that stay in sync —eliminating manual updates forever. AI-Powered Insights & Trend Detection Move beyond standard analysis with built-in AI that explains the "why" behind your performance: Anomaly Detection: Automatically identify trends and detect data outliers in real-time. Narrative AI: Surface the key drivers behind budget vs. actual performance with AI-generated commentary that accelerates stakeholder decision-making. Why Finance Leaders Choose Limelight: Designed for ease of use and quick setup, Limelight allows you to transition from manual spreadsheets to an automated environment faster and with a modern Excel experience. With transparent, value-driven pricing, you can transform your finance team from data consolidators into strategic storytellers.

**Average Rating:** 4.7/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Limelight?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 9.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Limelight?

- **Seller:** [Limelight Software](https://www.g2.com/sellers/limelight-software-7e521017-90bc-43a2-9054-94bd97b641af)
- **Year Founded:** 2018
- **HQ Location:** Toronto, Ontario
- **Twitter:** @go\_limelight  
28 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e0563d99ba562f7f688adfea9469d3d93b36140b88dc1e855b65f1dff3ce3625&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2352318%2F&secure%5Burl_type%5D=linkedin_company_website)  
27 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 47% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **incredible customer support** from Limelight, feeling valued and well-assisted throughout their experience.
- Users find Limelight's **ease of implementation** refreshing, enhancing their overall experience compared to previous software solutions.
- Users find Limelight to be **incredibly easy to learn** , enhancing their experience compared to previous software.
- Users find Limelight's **ease of understanding** exceptional, enhancing user experience and simplifying complex tasks effortlessly.
- Users find Limelight **extremely easy to use** , enjoying a simplified experience compared to previous software solutions.

##### Cons

- Users experienced **initially slow performance** , but support helped improve the situation significantly over time.

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

**["Great Customer Service"](https://www.g2.com/survey_responses/limelight-review-10987509)**

**Rating:** 5.0/5.0 stars

_— Verified User in Sports_

[Read full review](https://www.g2.com/survey_responses/limelight-review-10987509)

**["Great Implementation"](https://www.g2.com/survey_responses/limelight-review-5356178)**

**Rating:** 5.0/5.0 stars

_— Jason W._

[Read full review](https://www.g2.com/survey_responses/limelight-review-5356178)

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

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

### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate CCH Tagetik?

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CCH Tagetik?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** www.wolterskluwer.com
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Insurance
- **Company Size:** 57% Large, 27% Medium

#### What Do G2 Reviewers Say About CCH Tagetik?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks.
- Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks.
- Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes.
- Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting.
- Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes.

##### Cons

- Users find the **learning curve steep** initially, but key functions become manageable with training and experience.
- Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training.
- Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies.
- Users find the **usability complex** , requiring substantial effort and training for effective implementation and use.
- Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding.

#### What Are Recent G2 Reviews of CCH Tagetik?

**["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)

**["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)

#### What Are G2 Users Discussing About CCH Tagetik?

- [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for)

### [IDU](https://www.g2.com/products/idu-idu/reviews)

IDU is the FP and A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment - connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning - every methodology, governed in one model. • Forecasting - driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations - multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning - transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting - board-ready reports and dashboards that drill from group total to GL transaction. • AI - the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries - from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's #1 FP and A platform. Built for managers. Trusted by finance.

**Average Rating:** 4.4/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate IDU?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Adjustments:** 8.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind IDU?

- **Seller:** [IDU](https://www.g2.com/sellers/idu)
- **Year Founded:** 1997
- **HQ Location:** Cape Town, South Africa
- **Twitter:** @iduSoftware  
2,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53108a47a3da500294a876299e8a418ecc2bc1a037b88431f21407acbe3a4362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fidu-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Manager
- **Top Industries:** Financial Services, Higher Education
- **Company Size:** 61% Medium, 29% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **user-friendly budgeting tool** of IDU, simplifying management account reports and financial performance tracking.
- Users value the **ease of use** and adaptability of IDU, making budgeting efficient and customizable for their needs.
- Users praise the **user-friendly budget management** tools of IDU, enhancing the ease of financial performance tracking.
- Users commend the **reporting efficiency** of IDU, appreciating its seamless functionality and time-saving capabilities.
- Users love the **customizability** of IDU, enabling tailored reports and views that fit their business needs perfectly.

##### Cons

- Users find the **capturing of salaries tedious** , making the process cumbersome and time-consuming.
- Users express frustration over the **limited customization** of number formatting options, impacting their reporting preferences.
- Users find the **older versions not user-friendly** , leading to a less satisfactory experience with the product IDU.
- Users struggle with **refresh issues** that hinder the integration of historical data in IDU, affecting usability.
- Users find the **slow performance** of IDU does not keep pace with evolving business trends, hindering efficiency.

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

**["Seamless Functionality with Detailed Budgeting"](https://www.g2.com/survey_responses/idu-review-11211846)**

**Rating:** 4.0/5.0 stars

_— Lerato K._

[Read full review](https://www.g2.com/survey_responses/idu-review-11211846)

**["Effortless Consolidation and Reporting with IDU"](https://www.g2.com/survey_responses/idu-review-11205209)**

**Rating:** 5.0/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/idu-review-11205209)

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

- [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for)

### [Vareto](https://www.g2.com/products/vareto/reviews)

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.

**Average Rating:** 4.8/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Vareto?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 10.0/10 (Category avg: 8.8/10)
- **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 Vareto?

- **Seller:** [Vareto](https://www.g2.com/sellers/vareto)
- **Year Founded:** 2020
- **HQ Location:** Mountain View, CA
- **Twitter:** @VaretoApp  
91 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b35644294211b7fefd4d6084e5f439f305c4d36db291cff9b689fbcad0b29d71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvareto%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 93% Medium, 7% Small

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

**["Great FP&A tool with transaction level observability"](https://www.g2.com/survey_responses/vareto-review-9557173)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/vareto-review-9557173)

**["Excellent Low-code Planning Solution"](https://www.g2.com/survey_responses/vareto-review-9166320)**

**Rating:** 5.0/5.0 stars

_— Kevin K._

[Read full review](https://www.g2.com/survey_responses/vareto-review-9166320)

### [EngineBI](https://www.g2.com/products/enginebi/reviews)

EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms.

**Average Rating:** 4.8/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate EngineBI?

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

#### Who Is the Company Behind EngineBI?

- **Seller:** [EngineBI](https://www.g2.com/sellers/enginebi)
- **Year Founded:** 2020
- **HQ Location:** Chicago, US
- **Twitter:** @RamsayInno  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd4b7159352b030ae50dfdc4e6a84f1230f911188c49f2f6f32b0b06edaa3d63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenginebisoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 60% Small, 40% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data analysis capabilities** of EngineBI, streamlining P&L information and enhancing revenue visibility.
- Users value the **consolidated P&L data** in EngineBI, eliminating spreadsheets and enhancing revenue visibility by client.
- Users commend the **ease of use** of EngineBI, centralizing P&L info without the hassle of spreadsheets.
- Users value the **Excel integration** of EngineBI, streamlining P&L data and enhancing revenue visibility.
- Users value the **consolidated P&L insights** of EngineBI, simplifying financial management and reducing reliance on spreadsheets.

##### Cons

- Users find **difficult navigation** initially challenging, requiring time before successfully utilizing EngineBI's features.
- Users find the **difficult setup** initially frustrating, but appreciate the tool's eventual benefits for finance reporting.
- Users face **navigation issues** initially, requiring time to set up, but benefit greatly once operational.
- Users find the **navigation confusing** initially, which delays the setup process despite the tool's overall effectiveness.

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

**["Invaluable tool to run your firm profitability and effectively"](https://www.g2.com/survey_responses/enginebi-review-11457936)**

**Rating:** 5.0/5.0 stars

_— Michelle K._

[Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936)

**["Gave me the clarity and control I needed to be consistently profitable"](https://www.g2.com/survey_responses/enginebi-review-11386214)**

**Rating:** 5.0/5.0 stars

_— Carlos C._

[Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214)

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

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:** 188

#### 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](https://www.g2.com/sellers/phocas-software)
- **Company Website:** www.phocassoftware.com
- **Year Founded:** 1999
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7eb9c21d1181e3923b0fde959f16f1699c72049f69befd87e6910ef659203119&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1114241%2F&secure%5Burl_type%5D=linkedin_company_website)  
331 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Electrical/Electronic Manufacturing
- **Company Size:** 66% Medium, 23% 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, enabling straightforward data interpretation and effective decision-making.
- Users praise Phocas Software for its **intuitive capabilities** that simplify data analysis and enhance decision-making.
- Users value **fast and clear data analysis** in Phocas Software, facilitating informed decision-making with ease.
- Users value the **easy report creation** in Phocas Software, enabling quick, defensible insights for decision-making.
- Users appreciate the **reporting efficiency** of Phocas Software, enabling quick, credible insights for informed decision-making.

##### Cons

- Users find **feature improvements necessary** for Phocas Software, particularly in budgeting and user experience at scale.
- Users note that **improvements are needed** in data handling, budgeting, and user experience for better efficiency.
- Users report **missing features** in Phocas Software, impacting operational efficiency and user experience in complex environments.
- Users express frustration over **missing functionality** like real-time data access and limited contract-level intelligence in Phocas Software.
- Users report encountering **bugs and date format issues** that complicate setup and lead to time-consuming troubleshooting.

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

**["Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"](https://www.g2.com/survey_responses/phocas-software-review-12082649)**

**Rating:** 5.0/5.0 stars

_— Lyndon R._

[Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649)

**["Effortless Data Integration and Visualization with Phocas"](https://www.g2.com/survey_responses/phocas-software-review-12057725)**

**Rating:** 5.0/5.0 stars

_— Matthew W._

[Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725)

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

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

### [Planning Business Process](https://www.g2.com/products/planning-business-process/reviews)

Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

**Average Rating:** 4.2/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Planning Business Process?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planning Business Process?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 69% Large, 33% Medium

#### What Do G2 Reviewers Say About Planning Business Process?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **integration capabilities** and **flexibility of custom models** offered by Oracle Planning Cloud.
- Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine.

##### Cons

- Users find the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview's Excel-only integration.
- Users find the **poor interface design** limiting, wishing for broader compatibility with modern applications like Google Sheets.

#### What Are Recent G2 Reviews of Planning Business Process?

**["EMP review"](https://www.g2.com/survey_responses/planning-business-process-review-8640568)**

**Rating:** 4.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/planning-business-process-review-8640568)

**["Overall it's a very good experience on EPM product."](https://www.g2.com/survey_responses/planning-business-process-review-9008743)**

**Rating:** 4.0/5.0 stars

_— Pavan K._

[Read full review](https://www.g2.com/survey_responses/planning-business-process-review-9008743)

#### What Are G2 Users Discussing About Planning Business Process?

- [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for)

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

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:** 133

#### How Do G2 Users Rate iplicit?

- **Has the product been a good partner in doing business?:** 9.2/10 (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](https://www.g2.com/sellers/iplicit)
- **Company Website:** www.iplicit.com
- **Year Founded:** 2013
- **HQ Location:** London, England
- **Twitter:** @iplicit  
3,197 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=188426757d99b9ce609d9f20cbe634bfb45777d691f8e1b19c0dd1ddef4901aa&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fiplicit%2F&secure%5Burl_type%5D=linkedin_company_website)  
196 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finance Manager, Finance Assistant
- **Top Industries:** Accounting, Non-Profit Organization Management
- **Company Size:** 54% Medium, 40% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive user interface** of Iplicit, enjoying seamless navigation and efficient multitasking capabilities.
- Users value the **responsive customer support** from iplicit, which enhances collaboration and ensures smooth operations.
- Users commend the **exceptional reporting features** of iplicit, facilitating efficient analysis and seamless integration with other systems.
- Users appreciate the **time-saving features** of iplicit, streamlining tasks and reducing manual work significantly.
- Users find iplicit's **intuitive user interface** makes navigation simple, enhancing the overall experience and productivity.

##### Cons

- Users note the **missing features** in iplicit, wishing for improvements in automation and statement details.
- Users find the **learning difficulty** of iplicit challenging, particularly with expense claims and transaction allocations.
- Users note the need for **improvements in AP automation and stock management** , highlighting issues with duplication and security.
- Users find the **learning curve steep** , making it challenging to adapt to iPlicit's modern features and functionalities.
- Users find the **iplicit interface not user-friendly** , facing navigation challenges and difficulties in understanding features.

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

**["A Breath of Fresh Air: User-Friendly, Fast, and Easy to Learn"](https://www.g2.com/survey_responses/iplicit-review-12592719)**

**Rating:** 5.0/5.0 stars

_— Sarah D._

[Read full review](https://www.g2.com/survey_responses/iplicit-review-12592719)

**["Smooth Migration and Stronger Reporting with iplicit"](https://www.g2.com/survey_responses/iplicit-review-13141903)**

**Rating:** 5.0/5.0 stars

_— Kethees P._

[Read full review](https://www.g2.com/survey_responses/iplicit-review-13141903)

### [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?

**["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)

**["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)

### [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews)

Accounting Seed is a cloud-based accounting software built 100% natively on the Salesforce platform that helps businesses manage financial operations without the integration challenges of standalone systems. Operating entirely within Salesforce's force.com environment, Accounting Seed connects the entire lead-to-ledger process—from initial opportunity and quote management through invoicing, payment collection, project accounting, and financial statement generation—all within a single platform that eliminates the need for third-party connectors or overnight data syncs. Accounting Seed serves small to mid-sized and growing companies on the Salesforce platform across industries including IT services, financial services, manufacturing, retail, and nonprofit organizations. The solution is designed for businesses outgrowing entry-level accounting systems like QuickBooks or replacing disconnected legacy systems. Organizations gain unified visibility across sales, operations, and finance without switching between applications or reconciling data across multiple systems. Core capabilities include general ledger management, accounts payable and receivable with automation workflows, cash management, bank reconciliation, project accounting with cost tracking, multi-entity consolidation, and customizable financial reporting. The platform supports multi-currency transactions, revenue recognition compliance, audit trails, and configurable approval workflows. Users can create custom financial statements, interactive dashboards, and reports that combine CRM data with accounting metrics, enabling profitability analysis by customer, product line, or project. Accounting Seed's native Salesforce architecture provides operational advantages for growing businesses. Finance teams work within the same platform as sales and operations, eliminating data entry duplication between systems. The solution inherits Salesforce's security model and infrastructure scalability. With over 60,000 active users globally and a 4.7 out of 5 star rating based on 386 reviews on the Salesforce AppExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025). Accounting Seed also has embedded AI productivity that’s included in our Salesforce accounting package—no costly integrations or complex data matching required. Our built-in agents enable seamless data flows from opportunity to billing to cash, making all your data AI-ready today.

**Average Rating:** 4.2/5.0

**Total Reviews:** 153

#### How Do G2 Users Rate Accounting Seed?

- **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Accounting Seed?

- **Seller:** [Accounting Seed](https://www.g2.com/sellers/accounting-seed)
- **Company Website:** www.accountingseed.com
- **Year Founded:** 2008
- **HQ Location:** Columbia, MD
- **Twitter:** @AccountingSeed  
3,114 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d44e6e61843b4b5df1fa95197d112bb3dee7b33e24ec33582ca6550e9242257&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faccounting-seed&secure%5Burl_type%5D=linkedin_company_website)  
119 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 57% Small, 44% Medium

#### What Do G2 Reviewers Say About Accounting Seed?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **seamless integrations** of Accounting Seed with Salesforce, enhancing efficiency in finance operations and reporting.
- Users appreciate the **seamless integration with Salesforce** , enhancing workflow efficiency and providing a user-friendly experience.
- Users appreciate the **high level of automation** in Accounting Seed, significantly reducing tedious manual accounting tasks.
- Users value the **extensive customizability** of Accounting Seed, enabling tailored solutions that fit diverse business workflows.
- Users value the **ease of use** in Accounting Seed, which simplifies finance operations and enhances user experience.

##### Cons

- Users find the **learning curve complex** , requiring significant time and effort to master Accounting Seed's functionalities.
- Users find **reporting complicated** , leading to inefficiencies and requiring more time and specialized knowledge for setup.
- Users find the **learning difficulty** of Accounting Seed increases setup time and demands technical expertise.
- Users find the **billing adjustments and reporting limitations** of Accounting Seed hinder effective management and efficiency.
- Users find that **limited customization** options require additional coding, complicating setup and reducing ease of use.

#### What Are Recent G2 Reviews of Accounting Seed?

**["Accounting inside Salesforce, no more double entry"](https://www.g2.com/survey_responses/accounting-seed-review-13070674)**

**Rating:** 4.0/5.0 stars

_— Priyanshu J._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-13070674)

**["Powerful Customizations with Some Initial Setup Hurdles"](https://www.g2.com/survey_responses/accounting-seed-review-12892983)**

**Rating:** 4.5/5.0 stars

_— Julian R._

[Read full review](https://www.g2.com/survey_responses/accounting-seed-review-12892983)

#### What Are G2 Users Discussing About Accounting Seed?

- [What is Accounting Seed used for?](https://www.g2.com/discussions/what-is-accounting-seed-used-for) - 1 upvote
- [What does Accounting Seed do?](https://www.g2.com/discussions/what-does-accounting-seed-do)
- [Does salesforce do accounting?](https://www.g2.com/discussions/does-salesforce-do-accounting)
- [What is accounting management software?](https://www.g2.com/discussions/what-is-accounting-management-software)
- [What are the features of accounting software?](https://www.g2.com/discussions/accounting-seed-what-are-the-features-of-accounting-software)

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Spotlight Categories

[Procure to Pay Software](https://www.g2.com/categories/procure-to-pay)

[Sales Engagement Software](https://www.g2.com/categories/sales-engagement)

[Mobile Marketing Software](https://www.g2.com/categories/mobile-marketing)

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[Applicant Tracking Systems (ATS)](https://www.g2.com/categories/applicant-tracking-systems-ats)

Similar Categories

- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
- [Credit and Collections](/categories/credit-and-collections)
- [Cross-border payments software](/categories/cross-border-payments-software)

- [Deduction Management](/categories/deduction-management)
- [Enterprise Payment](/categories/enterprise-payment)
- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)
- [Financial Audit](/categories/financial-audit)

[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 June 24, 2026

Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance.

These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis.

Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy.

To qualify for inclusion in the Budgeting and Forecasting category, a product must:

- Create and manage organizational, project-based, or operational budgets
- Allow users to create and manage multiple budget and forecast versions
- Generate financial forecasts using historical, operational, or user-defined planning data
- Compare budgeted or forecasted results against actual financial health
- Consolidate budgets and forecasts across multiple departments, business units, projects, or entities
- Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes
- Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards

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