Best Budgeting and Forecasting Software - Page 4

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 456

Category Stats (Nov 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cash Flow Frog (+1.75%) - Among all products in this category, Cash Flow Frog recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 19,400+ Authentic Reviews
  • 456+ Products
  • Unbiased Rankings

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

G2 Grid® for Budgeting and Forecasting Software

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

Highlighted products: Adaptive from Workday, Anaplan, Datarails, IBM Planning Analytics, Vena, Aleph, Spendesk, and Martus.

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

IDU

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: 8.7/10)

Who Is the Company Behind IDU?

  • Seller: IDU
  • Year Founded: 1997
  • HQ Location: Cape Town, South Africa
  • LinkedIn® Page: www.linkedin.com
    67 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 appreciate the user-friendly budgeting management of IDU, enhancing efficiency in financial performance tracking and reporting.
  • Users highlight the ease of use of IDU, making budgeting and customization seamless and enjoyable.
  • Users find IDU's budget management efficient, simplifying report preparation and offering seamless financial performance tracking.
  • Users value the reporting efficiency of IDU, enjoying seamless consolidation and quick, accurate management account preparation.
  • Users love the customizability of IDU, allowing tailored reports that best suit their business needs.
Cons
  • Users find the capturing of salaries tedious, which can make the process frustrating and time-consuming.
  • Users find the limited number formatting options restrictive, desiring more flexibility for negative values and reporting.
  • Users find the older versions not intuitive, leading to a frustrating and unsatisfactory experience.
  • Users face refresh issues with limited historical data integration, impacting their ability to track important changes.
  • Users find the slow performance of IDU frustrating, making it difficult to adapt to fast-paced business trends.

What Are Recent G2 Reviews of IDU?

What Are G2 Users Discussing About IDU?

Limelight

Limelight is a modern FP&A platform that helps mid-market finance teams budget, forecast, report, and explain performance from one connected source of truth. No manual exports. No version-control chaos. No waiting days for answers. Finance teams use Limelight to reduce budget cycle times by more than 50%—while improving accuracy, collaboration, and visibility across the organization. Budget Faster. Forecast What’s Next. Replace static spreadsheets with connected plans that update as the business changes. - Collaborative Budgeting: Plan revenue, expenses, and headcount with every department working from the same numbers. - Rolling Forecasts: Update assumptions and forecasts without rebuilding the model. - Scenario Planning: Test “what-if” scenarios and see the financial impact immediately. - Workforce Planning: Model headcount, salaries, benefits, and hiring plans in one place. Connect Your Data. Get Answers Faster. Limelight connects directly to NetSuite, Sage Intacct, Microsoft Dynamics, QuickBooks Online, Blackbaud, and other business systems. Actuals flow into your plans and reports automatically—giving Finance one reliable source of truth. - Dynamic Reporting: Build once and update automatically as new data arrives. - Interactive Dashboards: Track profitability, analyze performance, and drill into variances without another export. - Budget vs. Actuals: See what changed, understand why, and act faster. Turn Financial Data Into a Clear Story. Narrative Reporting brings live financial tables, charts, media, and written commentary into one board-ready management report. When the numbers change, the connected report changes with them. Finance spends less time updating decks and more time explaining what matters. Let AI Find the Story Behind the Numbers. Limelight’s embedded AI helps finance teams move from analysis to action faster. - Anomaly Detection: Surface unusual activity, trends, and outliers automatically. - AI Commentary: Identify the drivers behind budget-versus-actual performance. - Faster Insights: Turn complex financial results into clear explanations for leadership. Why Finance Teams Choose Limelight Limelight delivers the flexibility finance teams expect from Excel—without the manual consolidation, broken formulas, and version problems. It is easy to use, built for Finance to own, and supported by FP&A professionals who understand the work.

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: 8.7/10)

Who Is the Company Behind Limelight?

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 value the incredible customer support from Limelight, making them feel like a valued team member.
  • Users find the ease of implementation with Limelight remarkable, making it a seamless transition from previous software.
  • Users find Limelight incredibly easy to learn, simplifying the transition from previous software with positive staff feedback.
  • Users find Limelight to be easy to use, appreciating its simplified interface and positive feedback from teams.
  • Users find Limelight to be incredibly easy to use, greatly simplifying their previous software experience.
Cons
  • Users noted the initial slow performance of Limelight, but appreciated the support for resolving the issue.

What Are Recent G2 Reviews of Limelight?

What Are G2 Users Discussing About Limelight?

Unit4 FP&A

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: 4.3/5.0

Total Reviews: 25

How Do G2 Users Rate Unit4 FP&A?

  • Has the product been a good partner in doing business?: 8.2/10 (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: 8.7/10)

Who Is the Company Behind Unit4 FP&A?

  • Seller: Unit4
  • Company Website:
  • Year Founded: 1980
  • HQ Location: Utrecht, Netherlands
  • LinkedIn® Page: www.linkedin.com
    3,429 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 46% Medium, 27% Large

What Do G2 Reviewers Say About Unit4 FP&A?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive interface of Unit4 FP&A, enhancing budget monitoring and enabling better financial decision-making.
  • Users value the collaboration features of Unit4 FP&A that enhance engagement and strategic financial decision making.
  • Users praise the intuitive user interface of Unit4 FP&A, enhancing engagement and facilitating strategic financial decisions.
  • Users appreciate the customizability of Unit4 FP&A, enabling them to create and build tailored financial models.
  • Users value the flexibility to create and build custom models, enhancing their experience with Unit4 FP&A.
Cons
  • Users find the complexity of developing Unit4 FP&A for public sector budgeting hinders efficiency in financial strategy production.
  • Users experience connection issues with Unit4 FP&A, as integration lacks real-time functionality and often fails.
  • Users find the difficult customization of Unit4 FP&A challenging due to integration issues and inconsistent UI design.
  • Users face challenges with import issues due to lack of native integration and inconsistent cube updates.
  • Users face integration issues with Unit4 FP&A, finding the lack of native connections and occasional data import failures challenging.

What Are Recent G2 Reviews of Unit4 FP&A?

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Vareto

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: 8.7/10)

Who Is the Company Behind Vareto?

  • Seller: Vareto
  • Year Founded: 2020
  • HQ Location: Mountain View, CA
  • LinkedIn® Page: www.linkedin.com
    18 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?

Upmetrics

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

Average Rating: 4.7/5.0

Total Reviews: 29

How Do G2 Users Rate Upmetrics?

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

Who Is the Company Behind Upmetrics?

  • Seller: Upmetrics
  • Year Founded: 2019
  • HQ Location: 1301 N Broadway STE 32302 Los Angeles, CA 90012
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Upmetrics?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Upmetrics, making business planning straightforward and stress-free.
  • Users appreciate the financial forecasting tools of Upmetrics, making projections clear and stress-free for business planning.
  • Users find Upmetrics to be a remarkable time-saving tool, streamlining business planning and forecasting efficiently.
  • Users praise Upmetrics for their incredible customer support, noting quick and effective responses that enhance their experience.
  • Users appreciate the financial management tools of Upmetrics, helping them keep projections realistic and organized.
Cons
  • Users desire more business templates and customizable options to enhance their experience with Upmetrics.
  • Users find the affordability issues with Upmetrics limiting access to its AI Assistant features.
  • Users feel frustrated by the integration issues with Quickbooks, affecting financial data accuracy and forecasting capabilities.
  • Users seek greater integration with accounting software to enhance functionality and streamline their financial processes.
  • Users desire improved documentation for Upmetrics, as current resources are insufficient for effective use.

What Are Recent G2 Reviews of Upmetrics?

What Are G2 Users Discussing About Upmetrics?

EngineBI

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
  • Year Founded: 2020
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    22 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 how EngineBI consolidates P&L information, eliminating spreadsheets and enhancing revenue visibility by client.
  • Users value the consolidated P&L insights in EngineBI, eliminating spreadsheets and enhancing revenue visibility per client.
  • Users value the ease of use of EngineBI, streamlining their P&L info without relying on spreadsheets.
  • Users value the Excel integration of EngineBI, effectively consolidating P&L information and enhancing revenue visibility.
  • Users value the consolidation of P&L information in EngineBI, eliminating spreadsheets and enhancing revenue visibility by client.
Cons
  • Users find difficult navigation challenging initially, but once familiar, the tool proves valuable for finance processes.
  • Users find the difficult setup of EngineBI time-consuming, but it becomes beneficial once configured properly.
  • Users often face navigation issues initially, which can delay setup but improve once familiarized with the tool.
  • Users find poor navigation initially challenging, requiring time to set up before benefiting from the tool.

What Are Recent G2 Reviews of EngineBI?

JustPerform

JustPerform is a new-age, cloud-native platform that empowers organisations to enhance their budgeting, forecasting, consolidation, and reporting processes. Its user-centric interface, process-oriented approach, and robust governance features facilitate seamless collaboration, fostering business agility. With a high overall rating of 4.7 out of 5 on Gartner Peer Insights, JustPerform offers: -User empowerment through self-service workflows for business users -Streamlined data management via automation for collection, collation, and transformation -Effective governance control with role-based access and granular authorisations -Real-time reports, simulations and dashboards for informed decision-making -Assured data security with SOC2 Type II & ISO 27001 compliance JustPerform has a 100% customer recommendation rating and was rated outstanding in ease of use and scalability across budgeting and consolidation in the 2023 BPM Pulse Research Study. The unified platform has also been termed as a 'Game Changer' for its new virtual model capabilities by Craig Schiff, a business performance management veteran and CEO of BPM Partners.

Average Rating: 4.6/5.0

Total Reviews: 17

How Do G2 Users Rate JustPerform?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind JustPerform?

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Large, 47% Medium

What Are Recent G2 Reviews of JustPerform?

Syft

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

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Adjustments: 8.6/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Syft?

Who Uses This Product?

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

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

Vivid Reports CPM

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.

Average Rating: 4.9/5.0

Total Reviews: 17

How Do G2 Users Rate Vivid Reports CPM?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.3/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Vivid Reports CPM?

Who Uses This Product?

  • Company Size: 59% Medium, 24% Large

What Do G2 Reviewers Say About Vivid Reports CPM?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Vivid Reports CPM, making data management simple and efficient.
  • Users commend the ease of implementation of Vivid Reports CPM, facilitating quick setup and efficient utilization.
  • Users are impressed by the exceptional customer support of Vivid Reports CPM, with quick response times to help requests.
  • Users appreciate the customizability of Vivid Reports CPM, allowing for tailored reporting that meets evolving needs.
  • Users appreciate the ease of customization and flexibility in Vivid Reports CPM, enhancing data analysis and reporting.
Cons
  • Users find the learning curve steep, requiring extensive training to effectively set up and create reports.
  • Users face a steep learning curve with Vivid Reports CPM, requiring extensive training for effective report creation.
  • Users find that creating filters takes time, which can impact their overall efficiency and experience.
  • Users find that insufficient training limits their ability to utilize Vivid Reports CPM effectively and efficiently.
  • Users struggle with navigation issues in Vivid Reports CPM, finding it difficult to perform multidimensional lookups easily.

What Are Recent G2 Reviews of Vivid Reports CPM?

Finmark

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

Average Rating: 4.6/5.0

Total Reviews: 16

How Do G2 Users Rate Finmark?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Adjustments: 9.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Finmark?

Who Uses This Product?

  • Company Size: 94% Small

What Are Recent G2 Reviews of Finmark?

Primetric

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

Average Rating: 4.9/5.0

Total Reviews: 68

How Do G2 Users Rate Primetric?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Primetric?

  • Seller: Primetric
  • Year Founded: 2016
  • HQ Location: Wrocław, Dolnosląskie
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 63% Medium, 28% Small

What Do G2 Reviewers Say About Primetric?

AI-generated summary from verified user reviews

Pros
  • Users value the effective resource management in Primetric, enhancing team planning and decision-making processes.
  • Users love the automation features of Primetric, making real-time updates and reports effortless and efficient.
  • Users value the ease of generating customized financial reports with Primetric, streamlining their reporting processes effectively.
  • Users find Primetric to be intuitive and user-friendly, allowing for seamless navigation and efficient project management.
  • Users value the robust project management features of Primetric, streamlining workflows and enhancing team collaboration.
Cons
  • Users desire missing features in Primetric, such as month-long time tracking views and double confirmation for deletions.
  • Users find app functionality lacking as sessions occasionally disconnect, causing loss of logged working time upon save.
  • Users find the budgeting options lacking in Primetric, especially when compared to dedicated finance apps.
  • Users experience temporary freezes when changing input data, which disrupts their workflow and can be frustrating.
  • Users express disappointment over language limitations in Primetric, as it lacks support for their native languages.

What Are Recent G2 Reviews of Primetric?

What Are G2 Users Discussing About Primetric?

Jedox

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

Average Rating: 4.3/5.0

Total Reviews: 160

How Do G2 Users Rate Jedox?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Jedox?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Jedox, enjoying seamless data integration and simplified budgeting tasks.
  • Users value the integrated reporting capabilities of Jedox, streamlining their planning and enhancing consistency in data management.
  • Users value the integrated budgeting management of Jedox, enhancing consistency and simplifying financial planning processes.
  • Users appreciate the flexibility of Jedox, benefiting from seamless integration and rapid implementation of changes.
  • Users value the broad integration options of Jedox, enhancing flexibility and streamlining workflows across their tasks.
Cons
  • Users find the learning curve steep, making onboarding and complex modeling challenging for new users.
  • Users find the learning difficulty of Jedox challenging, complicating the onboarding and initial setup processes significantly.
  • Users find complex modeling in Jedox challenging, needing extensive training and facing speed issues with detailed reports.
  • Users find the setup difficulty of Jedox challenging, leading to frustration and longer onboarding times for new users.
  • Users find the complexity of Jedox challenging due to its learning curve and limitations with data organization.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Place

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate Place?

  • Has the product been a good partner in doing business?: 9.8/10 (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: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Place?

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of Place?

Fincome

We built Fincome with the aim of making a comprehensive and real-time 360° performance tracking possible. Our platform allows you to: - Centralize performance indicators by connecting your data sources within minutes. - Ensure their reliability by auditing and adjusting them to handle specific cases. - Segment them for in-depth analysis, facilitating decision-making. - Compare them at a glance with the performance of comparable SaaS. - Easily share them internally or with third parties (accountants, investors, etc.).

Average Rating: 4.6/5.0

Total Reviews: 26

How Do G2 Users Rate Fincome?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Fincome?

  • Seller: Fincome
  • Year Founded: 2022
  • HQ Location: Paris, France
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 73% Small, 23% Medium

What Do G2 Reviewers Say About Fincome?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support of Fincome, ensuring help is always available for questions and requests.
  • Users enjoy the ease of use of Fincome, finding it intuitive and simple to set up and navigate.
  • Users value the effective tracking capabilities of Fincome, which simplifies monitoring business performance effortlessly.
  • Users find the easy setup of Fincome convenient, allowing them to start tracking financial metrics swiftly and efficiently.
  • Users highlight the customizable features and powerful reporting tools in Fincome, enhancing their financial tracking experience.
Cons
  • Users find the dashboard design lacking modern aesthetics, though it still effectively serves its purpose.

What Are Recent G2 Reviews of Fincome?

Spotlight Reporting

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

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

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

Who Is the Company Behind Spotlight Reporting?

Who Uses This Product?

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

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026