# Best Budgeting and Forecasting Software - Page 5

## 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**

### Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

[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=2026-08-07T02%3A47%3A09Z&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=1401682&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%3D5&secure%5Btoken%5D=9f0ebba5b9cf06ccb607ea7c28a97ea82dafa0c869d121bc1dd1528738acd944&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url)

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

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](https://www.g2.com/sellers/fuelfinance)
- **Year Founded:** 2019
- **HQ Location:** Delaware, IA
- **Twitter:** @fuelfinance\_  
333 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e89596e8ad09675ccb9a221b3e4527aa50226b46c9b4cd3b7fd1e3b1db1b91e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffuelfinance&secure%5Burl_type%5D=linkedin_company_website)  
46 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 **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability.
- Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency.
- Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability.
- Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency.
- Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making.

##### Cons

- Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup.
- Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools.
- Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs.
- Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs.
- Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software.

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

**["A must-have for any service company"](https://www.g2.com/survey_responses/fuelfinance-review-11855515)**

**Rating:** 5.0/5.0 stars

_— Max V._

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515)

**["Fuelfinance Is a Must-Have for Founders"](https://www.g2.com/survey_responses/fuelfinance-review-11371016)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016)

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

Float is an award-winning cash flow management and forecasting add-on for businesses using Xero or Quickbooks Online accounting software. Float creates visual cash flow forecasts that are accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.

**Average Rating:** 4.4/5.0

**Total Reviews:** 44

#### How Do G2 Users Rate Float?

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Float?

- **Seller:** [Float](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683)
- **Company Website:** www.floatapp.com
- **Year Founded:** 2010
- **HQ Location:** Edinburgh, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=597b8e4442c3dc75053ba372d8cd91130ca34629c056c4355bc1d3e00172953d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffloat_2%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 76% Small, 16% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Float's **ease of use** remarkable, making team management and scheduling intuitive and efficient.
- Users love the **easy setup** of Float, making transitions from spreadsheets smooth and effective for team management.
- Users value the **efficiency improvement** that Float offers, making team management and scheduling effortless and intuitive.
- Users appreciate the **intuitive setup and usability** of Float, enhancing workflow management and team coordination effectively.
- Users appreciate the **ease of planning** with Float, enjoying intuitive scheduling that enhances team accountability and productivity.

##### Cons

- Users find it inconvenient that Float has a **lack of daily hour tracking** , hindering effective workload management.

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

**["Efficient Scheduling Tool with Room for Improvement"](https://www.g2.com/survey_responses/float-review-11870270)**

**Rating:** 4.0/5.0 stars

_— holly c._

[Read full review](https://www.g2.com/survey_responses/float-review-11870270)

**["Automated Cash Flow Forecasting"](https://www.g2.com/survey_responses/float-review-4898568)**

**Rating:** 5.0/5.0 stars

_— Julie R._

[Read full review](https://www.g2.com/survey_responses/float-review-4898568)

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

- [What is float app?](https://www.g2.com/discussions/what-is-float-app)
- [How does float app work?](https://www.g2.com/discussions/how-does-float-app-work)
- [What are the key components of a cash flow forecast?](https://www.g2.com/discussions/what-are-the-key-components-of-a-cash-flow-forecast)
- [How is floating cash flow used?](https://www.g2.com/discussions/how-is-floating-cash-flow-used)

### [Unit4 FP&A](https://www.g2.com/products/unit4-fp-a/reviews)

Unit4 FP&A: Smarter Planning, Faster Forecasts, Confident Decisions Unit4 FP&A frees finance teams to move beyond data wrangling and deliver the insights that drive business performance. Purpose-built for mid-market, people-focused, services-led organizations across nonprofit, public sector, professional services, and higher education, the platform combines AI-infused planning, budgeting, forecasting, reporting, and analytics in one integrated solution. Unit4 is built on a people-and-project data model, so services organizations plan around the things that actually drive their numbers, headcount, projects, funding, not just GL lines. Replace fragile disconnected Excel spreadsheets with a single source of truth. Cut hours of manual consolidation. Connect strategy to operations with rolling forecasts, driver-based models, and scenario planning that flex as your business does. Interactive dashboards put trusted financial intelligence in the hands of finance business partners, controllers, and operational leaders, so decisions happen faster and with more confidence. A complete corporate performance management platform Unit4 FP&A delivers the full FP&A, EPM and CPM toolkit in one place: - Integrated P&L planning and rolling forecasts - Financial consolidation and statutory reporting - Balance sheet and cash flow planning - Workforce and people planning - Lease accounting, including IFRS 16 - ESG reporting support - Multidimensional modeling for any business question Pre-configured industry models reflect how service-centric nonprofits, government bodies, professional services firms, and universities actually plan, fund, and report. That means faster time-to-value and far less custom build than generic enterprise FP&A tools. High value. Low total cost of ownership. Independent benchmarks back it up. Customers rate Unit4 implementation success 8.4 out of 10, against an industry average of 6.2 in numerous annual industry studies. Other analysts score Unit4 at 4.33 out of 5, with 83% of customers saying they would recommend us. Pricing comes in at roughly a half to around a third of other established known vendors, without sacrificing depth or scale. Trusted by mission-driven organizations Unit4 FP&A supports finance teams at NHS East of England Ambulance Service, Oxfam, Levi, Nuclear Restoration Services, and hundreds of other organizations whose missions depend on timely, accurate financial intelligence. Serving those who serve. For more information, visit: https://www.unit4.com/products/budget-and-forecasting-software

**Average Rating:** 4.2/5.0

**Total Reviews:** 20

#### How Do G2 Users Rate Unit4 FP&A?

- **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 6.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Unit4 FP&A?

- **Seller:** [Unit4](https://www.g2.com/sellers/unit4)
- **Company Website:** www.unit4.com
- **Year Founded:** 1980
- **HQ Location:** Utrecht, Netherlands
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e46abedfcb89cdf4169bb7133ce5a6ee0d7abb3695d8b9ab5a52b9a2726ce50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8120%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,429 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 45% Medium, 32% Large

#### What Do G2 Reviewers Say About Unit4 FP&A?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive user interface** of Unit4 FP&A, making budget management and monitoring easier for everyone.
- Users appreciate the **collaboration features** of Unit4 FP&A, enhancing engagement in budget monitoring and decision making.
- Users appreciate the **intuitive user interface** of Unit4 FP&A, enhancing engagement and facilitating strategic financial decision making.
- Users value the **flexibility to create custom models** with Unit4 FP&A, enhancing their personalization experience.
- Users value the **flexibility of customization** in Unit4 FP&A, enabling them to tailor models to their needs.

##### Cons

- Users note the need for further development due to the **complexity** of using Unit4 FP&A for public sector budgeting.
- Users report **connection issues** with Unit4 FP&A, including failed imports and lack of live integration with ERP.
- Users face **difficult customization** due to lack of native integration and occasional failures in cube updates and imports.
- Users face **import issues** due to lack of native integration with Unit4 ERP and frequent cube update failures.
- Users face **integration issues** with Unit4 FP&A, relying on imports and external links, leading to complications.

#### What Are Recent G2 Reviews of Unit4 FP&A?

**["Solid tool for messy spreadsheets, but setup is a beast"](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833)**

**Rating:** 4.5/5.0 stars

_— Nayomi D._

[Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833)

**["Integrates Budgeting and Forecasting Seamlessly"](https://www.g2.com/survey_responses/unit4-fp-a-review-13172021)**

**Rating:** 5.0/5.0 stars

_— Mohammad A._

[Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-13172021)

### [Solution 7](https://www.g2.com/products/solution-7/reviews)

Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness.

**Average Rating:** 4.5/5.0

**Total Reviews:** 32

#### How Do G2 Users Rate Solution 7?

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

#### Who Is the Company Behind Solution 7?

- **Seller:** [Zone & Co](https://www.g2.com/sellers/zone-co)
- **Company Website:** www.zoneandco.com
- **Year Founded:** 2013
- **HQ Location:** Boston, MA
- **Twitter:** @ZoneandCo  
84 Twitter followers
- **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3abd269a80e489247182bdb623a01f7f05d08dd3d69dbb6615de641ea5e4278f&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fzone-%26-company-software-consulting-llc&secure%5Burl_type%5D=linkedin_company_website)  
301 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Marketing and Advertising
- **Company Size:** 81% Medium, 16% Small

#### What Do G2 Reviewers Say About Solution 7?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of Solution 7, appreciating its simple interface and reliable support.
- Users appreciate the **reliable and quick customer support** from Solution 7, enhancing their overall experience and efficiency.
- Users value the **Excel integration** of Solution 7, enhancing financial data analysis with real-time updates and robust reporting.
- Users love the **easy setup** of Solution 7, appreciating smooth data integration and a friendly support team.
- Users value the **user-friendly design and automation** of Solution 7, simplifying financial planning and analysis tasks.

##### Cons

- Users find the **steep learning curve** challenging, requiring significant effort to master the advanced features effectively.
- Users find the **complexity** of Solution 7 challenging, necessitating specialized IT knowledge for effective management.
- Users find the **customization difficulties** of Solution 7 can be overwhelming, though saving templates helps ease the process.
- Users face **integration challenges** with Solution 7, as data quality and high costs impact its performance.
- Users find the **difficult setup** of Solution 7 to be a time-consuming process that can frustrate the experience.

#### What Are Recent G2 Reviews of Solution 7?

**["A dependable platform for keeping business processes connected"](https://www.g2.com/survey_responses/solution-7-review-13072690)**

**Rating:** 4.5/5.0 stars

_— Colin P._

[Read full review](https://www.g2.com/survey_responses/solution-7-review-13072690)

**["Keeps everyday operational work organized without feeling complicated"](https://www.g2.com/survey_responses/solution-7-review-13118674)**

**Rating:** 4.5/5.0 stars

_— Caroline B._

[Read full review](https://www.g2.com/survey_responses/solution-7-review-13118674)

#### What Are G2 Users Discussing About Solution 7?

- [What is NetSuite Reporting in Excel used for?](https://www.g2.com/discussions/what-is-netsuite-reporting-in-excel-used-for)

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

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](https://www.g2.com/sellers/planguru)
- **Year Founded:** 2013
- **HQ Location:** Wilkes Barre, PA
- **Twitter:** @planguru  
196 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60b40a541bddfc77c78db406a86db973c2009fad89fcd48b1cb52bf1764cb708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanguru%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 value the **robust support and extensive features** of PlanGuru, greatly enhancing their financial data management.
- Users value the **outstanding customer support** from Plan Guru, enhancing the overall experience with personalized assistance.
- Users praise the **knowledgeable customer support** of PlanGuru, making financial data integration seamless and effective.
- Users value the **customization options** in PlanGuru, enhancing their reporting experience with tailored KPI and data sets.
- Users appreciate the **easy implementation** of PlanGuru, benefiting from knowledgeable support during data integration.

##### Cons

- Users find the **complexity of features** in PlanGuru can be confusing, though support is readily available.
- Users experience **confusion** due to numerous features, though the PlanGuru team provides helpful support when needed.

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

**["Plan Guru is great!"](https://www.g2.com/survey_responses/planguru-review-9572323)**

**Rating:** 4.0/5.0 stars

_— Verified User in Environmental Services_

[Read full review](https://www.g2.com/survey_responses/planguru-review-9572323)

**["RTA Group Review of Plan Guru"](https://www.g2.com/survey_responses/planguru-review-9421484)**

**Rating:** 5.0/5.0 stars

_— Jill S._

[Read full review](https://www.g2.com/survey_responses/planguru-review-9421484)

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

- [What does Planguru do?](https://www.g2.com/discussions/what-does-planguru-do) - 1 comment
- [How much does PlanGuru cost?](https://www.g2.com/discussions/how-much-does-planguru-cost)
- [What is budget maestro?](https://www.g2.com/discussions/what-is-budget-maestro)

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

Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Kepion?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.0/10 (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 Kepion?

- **Seller:** [Kepion](https://www.g2.com/sellers/kepion)
- **Year Founded:** 2009
- **HQ Location:** Seattle, US
- **Twitter:** @kepion  
170 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61b229e2d6fdd8b2f7bbdf1ed09b75e384aafd5cd35d9a59447b760d4017b0af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F438641%2F&secure%5Burl_type%5D=linkedin_company_website)  
24 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 53% Small, 42% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kepion's **user-friendly interface** enhances navigation and planning, facilitating smooth adoption and effective use.
- Users value the **flexibility and integration** of Kepion, enhancing budgeting, forecasting, and planning efficiency seamlessly.
- Users highlight the **ease of learning** Kepion, appreciating its intuitive interface and quick adoption by teams.
- Users commend Kepion for its **efficiency** in enhancing planning processes and facilitating seamless team collaboration.
- Users praise Kepion for its **intuitive forecasting** capabilities, enhancing efficiency and facilitating smarter business decisions.

##### Cons

- Users face **dashboard setup flexibility issues** , necessitating clearer guidance for effective data actions and formatting adjustments.
- Users face **difficult learning** curves due to complex setup requirements and the need for technical knowledge in Kepion.
- Users note the **limited options** for advanced analytics and reporting templates compared to specialized BI tools.
- Users find the **complexity in dashboard setup** challenging, particularly needing SQL knowledge for building rules effectively.
- Users find the **dashboard limitations** frustrating, citing inflexible setup and inadequate formatting options for layout adjustments.

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

**["Order, security, and structure for your business process"](https://www.g2.com/survey_responses/kepion-review-11635407)**

**Rating:** 5.0/5.0 stars

_— Francisco R._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11635407)

**["Reliable, Intuitive, and Easy to Implement"](https://www.g2.com/survey_responses/kepion-review-11599697)**

**Rating:** 5.0/5.0 stars

_— Carolina d._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11599697)

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

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

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

Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams!

**Average Rating:** 4.6/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate Planacy?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.5/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planacy?

- **Seller:** [Planacy](https://www.g2.com/sellers/planacy)
- **Year Founded:** 2015
- **HQ Location:** Stockholm, SE
- **Twitter:** @planacy  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3598651cefc6f1a296be93bbbe4b18d4eb8c644ad6c784840a1fe73e3d520363&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanacy&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Business Controller
- **Top Industries:** Information Technology and Services
- **Company Size:** 73% Medium, 18% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of budgeting management** in Planacy, enabling efficient and collaborative financial planning for teams.
- Users highlight the **collaborative features** of Planacy, enhancing team communication and streamlining financial planning processes.
- Users appreciate the **ease of use** of Planacy, finding it efficient and time-saving for financial planning tasks.
- Users find Planacy to be a **highly efficient tool** , significantly streamlining budgeting and forecasting processes.
- Users appreciate the **ease of use and efficiency** of Planacy, streamlining budgeting and forecasting processes effectively.

##### Cons

- Users find the **initial setup and data extraction** of Planacy to be time-consuming and lacking in detailed guidance.
- Users find **difficult customization** with Planacy, especially during setup and data extraction for analysis.
- Users find the **difficult setup** of Planacy can be time-consuming and requires substantial effort for customization.
- Users find the **insufficient documentation** in Planacy hinders effective data extraction and slows down initial setup efforts.
- Users find **limited customization** in Planacy, making initial setup and data extraction more complex than desired.

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

**["A user friendly tool for creating, managing and tracking budget and forcasts"](https://www.g2.com/survey_responses/planacy-review-10544652)**

**Rating:** 4.0/5.0 stars

_— Therese B._

[Read full review](https://www.g2.com/survey_responses/planacy-review-10544652)

**["Very flexible and useful FP&A system"](https://www.g2.com/survey_responses/planacy-review-9751776)**

**Rating:** 4.5/5.0 stars

_— Fredrik R._

[Read full review](https://www.g2.com/survey_responses/planacy-review-9751776)

### [Catalyst](https://www.g2.com/products/ebm-software-catalyst/reviews)

Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and Forecasting have never been this simple. Catalyst allows you to easily slice, dice, drill down and pivot enormous amounts of granular data instantaneously to get a complete picture of your business, find anomalies, draw fully-baked insights and make fact-based decisions that positively impact your business. Analyze and create reporting for any data source, from your financials to big data. Don’t just find anomalies, understand them. Catalyst brings all of your data into one clear view: a simple, app-like interface that serves as a single source of truth and democratizes data for your organization. With Catalyst, you finally get a complete view of your business and clarity for the path forward.

**Average Rating:** 4.5/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Catalyst?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 9.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Catalyst?

- **Seller:** [EBM Software](https://www.g2.com/sellers/ebm-software)
- **Year Founded:** 2010
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbff006b746c718282d5aa8b7e0221987d91b815e303338c084ee4fc24ffdbf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Febmsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Goods
- **Company Size:** 50% Medium, 35% Small

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

**["I can get to answers quickly and create models for future projections"](https://www.g2.com/survey_responses/catalyst-review-5080905)**

**Rating:** 5.0/5.0 stars

_— Vince J._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-5080905)

**["Excellent Consolidation Tool for Single Source of Data"](https://www.g2.com/survey_responses/catalyst-review-7509217)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/catalyst-review-7509217)

### [SAS Intelligent Performance Management](https://www.g2.com/products/sas-intelligent-performance-management/reviews)

Helps you report, manage and improve the financial performance of your entire organization.

**Average Rating:** 4.2/5.0

**Total Reviews:** 16

#### Who Is the Company Behind SAS Intelligent Performance Management?

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware  
60,863 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,638 employees on LinkedIn®
- **Phone:** 1-800-727-0025

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 38% Medium, 38% Small

#### What Do G2 Reviewers Say About SAS Intelligent Performance Management?

_AI-generated summary from verified user reviews_

##### Pros

- Users find SAS Intelligent Performance Management to be **extremely easy to use** , enhancing their data management experience.
- Users value the **easy-to-use budgeting management** features of SAS Intelligent Performance Management for effective financial control.
- Users appreciate the **ease of use and effective financial control** of SAS Intelligent Performance Management for budgeting and forecasting.
- Users value the **accuracy of reports** in SAS Intelligent Performance Management, noting its simplicity in generating them.
- Users value the **ease of data analysis** with SAS Intelligent Performance Management, praising its user-friendly interface and effectiveness.

##### Cons

- Users find the **downloading template needs improvement** for easier accessibility and a cleaner layout.
- Users face **challenges with integration and existing data migration** , which detracts from the overall experience of SAS Intelligent Performance Management.
- Users find the **excessive detail and clutter** in the new layout overwhelming and unnecessary for effective use.
- Users find the **insufficient information** on downloading templates limits their ability to save and resume work effectively.
- Users face **integration difficulties** during data migration, which impacts their experience despite the product's overall effectiveness.

#### What Are Recent G2 Reviews of SAS Intelligent Performance Management?

**["Granular Insights That Empower Better Decision-Making"](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219)**

**Rating:** 5.0/5.0 stars

_— Andres B._

[Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219)

**["IPM Makes Managing Large Data Sets Fast and Efficient"](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238)**

**Rating:** 5.0/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238)

#### What Are G2 Users Discussing About SAS Intelligent Performance Management?

- [What are the elements of financial management systems?](https://www.g2.com/discussions/sas-financial-management-what-are-the-elements-of-financial-management-systems)
- [What are the elements of financial management systems?](https://www.g2.com/discussions/what-are-the-elements-of-financial-management-systems)
- [What is financial management software?](https://www.g2.com/discussions/sas-financial-management-what-is-financial-management-software) - 1 comment
- [What is financial management software?](https://www.g2.com/discussions/what-is-financial-management-software)
- [What is sas finance?](https://www.g2.com/discussions/sas-financial-management-what-is-sas-finance) - 1 comment

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 411

#### How Do G2 Users Rate Spendesk?

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

#### Who Is the Company Behind Spendesk?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Azhir A._

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

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

**Rating:** 5.0/5.0 stars

_— Adriaan V._

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

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

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

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

All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups (https://www.modeliks.com). It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. What do you get from using Modeliks? Financial Planning Build accurate, driver based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data driven and informed decisions. Business Planning Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates by industry. Features: Financial Planning - Automated & error free forecasting - By business unit, department, geography, project, store, etc. - Automated financial statements (P& Balance Sheet, Cashflow) - Consolidate to total company; Allocate costs to operating units - Financial model templates by industry - Advanced, driver based planning - Scenario planning Reporting - Automated performance tracking - Actual vs Plan vs Previous Periods reporting - By business unit, department, geography, project, store, etc. - Variance analysis, Custom dashboards & KPIs, Ratios - Management reports to explain the reasons behind the variances - Quickbooks integration or upload trial balance from excel Business Plan & Pitch Deck Creator - AI powered business plan creator - Professional pitch deck templates - Step by step guidance - Integrated financials - Collaborate, export share with anyone

**Average Rating:** 4.9/5.0

**Total Reviews:** 18

#### How Do G2 Users Rate Modeliks?

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

#### Who Is the Company Behind Modeliks?

- **Seller:** [Modeliks Limited](https://www.g2.com/sellers/modeliks-limited)
- **Year Founded:** 2022
- **HQ Location:** Dublin
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cb2a7eade6971ae933192a261e8308e1bb4854a7c6d6f39a2ffedccb323b0127&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmodeliks%2F&secure%5Burl_type%5D=linkedin_company_website)  
11 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

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

**["Transformative experience!"](https://www.g2.com/survey_responses/modeliks-review-9110419)**

**Rating:** 5.0/5.0 stars

_— Philipp J._

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9110419)

**["Scenario analyses and financial planning with Modeliks"](https://www.g2.com/survey_responses/modeliks-review-9125025)**

**Rating:** 5.0/5.0 stars

_— Aleksandra T._

[Read full review](https://www.g2.com/survey_responses/modeliks-review-9125025)

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

Calumo is cloud-based financial performance and analysis (FP&A) software that helps businesses streamline their budgeting, forecasting, reporting, and analysis processes. With Calumo, business users can access real-time data from various sources, create interactive dashboards and visualizations, and collaborate with team members through a web browser or Microsoft Office applications. With features such as scenario planning, data modeling, data integration, workflow management, and security and compliance, Calumo helps businesses improve their decision-making, reduce costs, and increase efficiency. Customers appreciate Calumo’s ease of use, flexibility, and integration with Excel.

**Average Rating:** 4.3/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate CALUMO?

- **Has the product been a good partner in doing business?:** 8.5/10 (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:** 9.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind CALUMO?

- **Seller:** [Calumo](https://www.g2.com/sellers/calumo)
- **Year Founded:** 1996
- **HQ Location:** Australia - Sydney, Brisbane, Melbourne. USA - Dallas, Texas, AU
- **Twitter:** @CALUMO  
159 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e2d47cac0d7b6120c3e85a0dc9da219e69a3f620a27f0631792efdf4711dbf1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F227235%2F&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Higher Education
- **Company Size:** 48% Large, 48% Medium

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

**["A complex but extremely useful software for the management of any business"](https://www.g2.com/survey_responses/calumo-review-6503480)**

**Rating:** 4.5/5.0 stars

_— Sam N._

[Read full review](https://www.g2.com/survey_responses/calumo-review-6503480)

**["Calumo has helped us gain accounting visibility with Executives and Operations"](https://www.g2.com/survey_responses/calumo-review-317825)**

**Rating:** 4.5/5.0 stars

_— Jim W. R._

[Read full review](https://www.g2.com/survey_responses/calumo-review-317825)

### [Basis](https://www.g2.com/products/basis-basis/reviews)

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.

**Average Rating:** 4.9/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Basis?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Basis?

- **Seller:** [Basis Finance](https://www.g2.com/sellers/basis-finance)
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=038f15eb2da1528969581ad34f44a5acffdd1aa1e22b374534eb2667af2d560e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbasis-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 83% Small, 17% Medium

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

**["Next level FP&A! Basis is a must have if you're ready to level up your company finances."](https://www.g2.com/survey_responses/basis-review-7889241)**

**Rating:** 5.0/5.0 stars

_— Matt G._

[Read full review](https://www.g2.com/survey_responses/basis-review-7889241)

**["A must-have for finance!"](https://www.g2.com/survey_responses/basis-review-8003863)**

**Rating:** 5.0/5.0 stars

_— Allison L._

[Read full review](https://www.g2.com/survey_responses/basis-review-8003863)

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

MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible.

**Average Rating:** 4.9/5.0

**Total Reviews:** 11

#### How Do G2 Users Rate MODLR?

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

#### Who Is the Company Behind MODLR?

- **Seller:** [MODLR](https://www.g2.com/sellers/modlr)
- **Year Founded:** 2015
- **HQ Location:** Sydney, New South Wales
- **Twitter:** @TeamMODLR  
286 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1de6151c0bb23ffe8670beecc2c64c35e2912c1d0ed29acf056fdfae06710367&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmodlr&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Small, 33% Medium

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

**["Great Product"](https://www.g2.com/survey_responses/modlr-review-6484941)**

**Rating:** 5.0/5.0 stars

_— Sarah M._

[Read full review](https://www.g2.com/survey_responses/modlr-review-6484941)

**["Highly customisable, intuitive reporting and planning"](https://www.g2.com/survey_responses/modlr-review-6551624)**

**Rating:** 5.0/5.0 stars

_— Stephen M._

[Read full review](https://www.g2.com/survey_responses/modlr-review-6551624)

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

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

### [Full Circle Insights](https://www.g2.com/products/full-circle-insights/reviews)

Full Circle Insights is the Attribution Modeling and Funnel Measurement Solution Built for Salesforce As your Salesforce data experts, we help marketing and sales teams connect in a central location to finally deliver accurate attribution, build funnels, and create data-driven strategies that drive revenue. The Full Circle Insights team comprises former Salesforce executives, marketing experts, product managers, and automation specialists who understand how valuable data is – and how frustrating it can be to get. Our powerful, Salesforce-native solution empowers your team to easily create multiple attribution models and funnels, measure sales and marketing impact, and align company-wide while keeping your data safe in Salesforce.

**Average Rating:** 4.0/5.0

**Total Reviews:** 133

#### How Do G2 Users Rate Full Circle Insights?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Full Circle Insights?

- **Seller:** [CONQUER](https://www.g2.com/sellers/conquer)
- **Company Website:** conquer.io
- **Year Founded:** 2007
- **HQ Location:** Reno, NV
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=aa46dabbaeb9b71b81a009b603f86da442bfa081aeb973bdd1b726707bc9607b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F727098%2F&secure%5Burl_type%5D=linkedin_company_website)  
81 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 82% Medium, 15% Large

#### What Do G2 Reviewers Say About Full Circle Insights?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **integrated collaboration** within Salesforce, streamlining funnel management in one convenient location.
- Users value the **native integration with Salesforce** , allowing seamless management of their operations in one place.
- Users value the **native integration with Salesforce** , allowing seamless management of their sales funnel in one place.
- Users value the **seamless integration with Salesforce** , simplifying customer acquisition management from a single platform.
- Users value the **integrated customer support** of Full Circle Insights, enabling efficient management within Salesforce.

##### Cons

- Users find the **dashboard issues** due to limitations in Full Circle Insights' reporting functionality tied to Salesforce.
- Users find **inefficient reporting** in Full Circle Insights, as it requires manual adjustments for deeper data analysis.
- Users find the **lack of flexibility** in Full Circle Insights' reporting limits their ability to customize and analyze data effectively.
- Users find the **limited customization** of Full Circle Insights' reporting features a drawback for detailed analysis.
- Users find **limited reporting features** in Full Circle Insights, necessitating adjustments in Salesforce for more detailed insights.

#### What Are Recent G2 Reviews of Full Circle Insights?

**["A game changer"](https://www.g2.com/survey_responses/full-circle-insights-review-3536844)**

**Rating:** 5.0/5.0 stars

_— Dipika R._

[Read full review](https://www.g2.com/survey_responses/full-circle-insights-review-3536844)

**["Full Funnel attribution tracking solution"](https://www.g2.com/survey_responses/full-circle-insights-review-6732110)**

**Rating:** 5.0/5.0 stars

_— Amanda S._

[Read full review](https://www.g2.com/survey_responses/full-circle-insights-review-6732110)

#### What Are G2 Users Discussing About Full Circle Insights?

- [What is Full Circle Insights used for?](https://www.g2.com/discussions/what-is-full-circle-insights-used-for) - 1 comment

- [‹ Prev‹ Prev](/categories/budgeting-and-forecasting?hsCtaTracking=22f7dba1-5d9d-49c0-bc2e-e7770abac369%7Cdfd702dc-7e93-4c23-bbb0-69b3f8f6efdf&order=g2_score&page=4#product-list)
- [1](/categories/budgeting-and-forecasting?hsCtaTracking=22f7dba1-5d9d-49c0-bc2e-e7770abac369%7Cdfd702dc-7e93-4c23-bbb0-69b3f8f6efdf&order=g2_score#product-list)
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- [Next ›Next ›](/categories/budgeting-and-forecasting?hsCtaTracking=22f7dba1-5d9d-49c0-bc2e-e7770abac369%7Cdfd702dc-7e93-4c23-bbb0-69b3f8f6efdf&order=g2_score&page=6#product-list)

Spotlight Categories

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- [Billing](/categories/billing)
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- [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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