# Best Budgeting and Forecasting Software - Page 4

## 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**

### Cube

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

[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=2026-08-07T15%3A17%3A07Z&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=122537&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%3Fmetadata_cid%3D1585992%26page%3D4&secure%5Btoken%5D=2ffdce6cf97a9f5a92c7a3c6d1b5adc7041eddab75585185a2abbe48e089a9a3&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Ddefault&secure%5Burl_type%5D=book_demo)

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

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

**Average Rating:** 4.5/5.0

**Total Reviews:** 144

#### How Do G2 Users Rate Cube?

- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Cube?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Kyle C._

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

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

**Rating:** 4.0/5.0 stars

_— Chris K._

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

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

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

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

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:** 158

#### How Do G2 Users Rate Jedox?

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

#### Who Is the Company Behind Jedox?

- **Seller:** [Jedox](https://www.g2.com/sellers/jedox)
- **Company Website:** www.jedox.com
- **Year Founded:** 2002
- **HQ Location:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **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 admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process.
- Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships.
- Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems.
- Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly.
- Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning.

##### Cons

- Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface.
- Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform.
- Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise.
- Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use.
- Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity.

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

**["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)**

**Rating:** 4.0/5.0 stars

_— Dmytro K._

[Read full review](https://www.g2.com/survey_responses/jedox-review-8900158)

**["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)**

**Rating:** 4.0/5.0 stars

_— Pille P._

[Read full review](https://www.g2.com/survey_responses/jedox-review-12107792)

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

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

### [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews)

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: 8.8/10)

#### Who Is the Company Behind Vivid Reports CPM?

- **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e)
- **HQ Location:** Toronto, CA
- **Twitter:** @VividReports  
129 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89c1478dc3b1e9fd85e7b92c67e6649341bcae03e3c1249a39388331eea453ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvividreports%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### 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 appreciate the **ease of use** of Vivid Reports CPM, simplifying daily tasks with intuitive features and support.
- Users find the **ease of implementation** of Vivid Reports CPM enhances their overall experience and productivity.
- Users highlight the **exceptional customer support** of Vivid Reports CPM, noting quick responses and impressive assistance.
- Users value the **customizability** of Vivid Reports CPM, allowing tailored solutions for their specific company needs.
- Users value the **ease of use** and **customizability** of Vivid Reports for streamlined reporting and data analysis.

##### Cons

- Users find the **steep learning curve** for Vivid Reports CPM requires extensive training to optimize usage.
- Users face a significant **learning difficulty** with Vivid Reports CPM, requiring extensive training to utilize it effectively.
- Users find that **filtering issues** slow down their workflow and wish for an "undo" feature for corrections.
- Users find that **insufficient training** hampers effective use of Vivid Reports CPM and diminishes its potential benefits.
- Users struggle with **navigation issues** , finding it difficult to perform multidimensional lookups effectively in Vivid Reports CPM.

#### What Are Recent G2 Reviews of Vivid Reports CPM?

**["Easy to Use, Does Everything We Need—With Outstanding Support"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)**

**Rating:** 5.0/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)

**["Consistent, trustworthy reporting for multiple ERPs"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)**

**Rating:** 5.0/5.0 stars

_— Nathan D._

[Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)

### [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 84

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

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

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

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

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

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

**["Boosting Efficiency and Collaboration: Experience with SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)**

**Rating:** 4.0/5.0 stars

_— Bhargavi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)

**["Review of SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)**

**Rating:** 4.0/5.0 stars

_— Sindhu Prasanthi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)

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

- [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning)
- [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for)
- [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc)
- [What is SAP BPC model?](https://www.g2.com/discussions/sap-business-planning-and-consolidation-bpc-what-is-sap-bpc-model)
- [What is consolidation in SAP BPC?](https://www.g2.com/discussions/what-is-consolidation-in-sap-bpc)

### [JustPerform](https://www.g2.com/products/insightsoftware-justperform/reviews)

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: 8.8/10)

#### Who Is the Company Behind JustPerform?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

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

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

**["JustPerform is a smart & modern solution for financial consolidation"](https://www.g2.com/survey_responses/justperform-review-9715407)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/justperform-review-9715407)

**["Good Cloud-native Financial Consolidation Platform with lots of flexibility"](https://www.g2.com/survey_responses/justperform-review-9718670)**

**Rating:** 4.0/5.0 stars

_— Verified User in Manufacturing_

[Read full review](https://www.g2.com/survey_responses/justperform-review-9718670)

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 200

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Investment Management_

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

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

**Rating:** 5.0/5.0 stars

_— Clarize P._

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

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

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

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Upmetrics?

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

#### Who Is the Company Behind Upmetrics?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Human Resources_

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

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

**Rating:** 4.5/5.0 stars

_— Bhavik B._

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

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

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

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

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 76

#### How Do G2 Users Rate Syft?

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

#### Who Is the Company Behind Syft?

- **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics)
- **Year Founded:** 2016
- **HQ Location:** Wilmington, US
- **Twitter:** @Syft\_Analytics  
511 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af4f1d9ac83a42d134a9ab0899b2fe783a627879f861f00400b88c914ec4dde8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17981719&secure%5Burl_type%5D=linkedin_company_website)  
96 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **intuitive and versatile reporting** of Syft, significantly enhancing decision-making and time efficiency.
- Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms.
- Users value the **ease of integration and professional report options** that enhance financial management in small businesses.
- Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly.
- Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity.

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Vaibhav L._

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

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

**Rating:** 4.0/5.0 stars

_— Verified User in Accounting_

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

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

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

### [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews)

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Spotlight Reporting?

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

#### Who Is the Company Behind Spotlight Reporting?

- **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting)
- **Year Founded:** 2010
- **HQ Location:** Wellington, New Zealand
- **Twitter:** @spotlightrep  
7,727 Twitter followers
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af899a8c43a3273b8a2ea2404d6ad22f3b26276515e28741abd2e75ed5ee2a0f&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fspotlight-reporting-limited&secure%5Burl_type%5D=linkedin_company_website)  
43 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of Spotlight Reporting?

**["Great Onboarding, Customer Support, and Engagement"](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)**

**Rating:** 5.0/5.0 stars

_— Ryan V._

[Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)

**["Efficient and easy to use !"](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)**

**Rating:** 5.0/5.0 stars

_— Sara V._

[Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)

#### What Are G2 Users Discussing About Spotlight Reporting?

- [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes

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

LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.

**Average Rating:** 4.3/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate LivePlan?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Adjustments:** 7.0/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.2/10 (Category avg: 8.8/10)

#### Who Is the Company Behind LivePlan?

- **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software)
- **Year Founded:** 1988
- **HQ Location:** Eugene, OR
- **Twitter:** @paloaltosoft  
659 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0bb5db2fca5e731f51bc694e6c93254c284a0ede2d6b7f3fbf1fa96f0357e8e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F30087%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 83% Small, 7% Large

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

**["Easy Navigation, Great Templates, and Powerful Market Analysis"](https://www.g2.com/survey_responses/liveplan-review-13196385)**

**Rating:** 5.0/5.0 stars

_— Elisabeth R._

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13196385)

**["Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan"](https://www.g2.com/survey_responses/liveplan-review-13068542)**

**Rating:** 4.5/5.0 stars

_— Travis P._

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13068542)

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

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

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

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](https://www.g2.com/sellers/primetric)
- **Year Founded:** 2016
- **HQ Location:** Wrocław, Dolnosląskie
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ab0bdaf51ff80d1d1fee5327952a06b66dc2e40ebc67720f1891ee87028d4717&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F11460217%2F&secure%5Burl_type%5D=linkedin_company_website)  
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 **efficient resource management** in Primetric, enabling streamlined planning and informed decision-making across teams.
- Users appreciate the **automation of processes** in Primetric, making project management and reporting effortless and efficient.
- Users value the **ease of report generation** in Primetric, significantly enhancing efficiency and decision-making in their workflows.
- Users find Primetric to be an **intuitive and user-friendly** tool, enabling smooth navigation and efficient time tracking.
- Users value the **comprehensive project management features** of Primetric, simplifying workflows and enhancing decision-making efficiency.

##### Cons

- Users express a need for **missing features** in Primetric, such as monthly views and improved deletion confirmations.
- Users often face **data loss due to session timeouts** , requiring them to re-enter information after logging back in.
- Users find the **budgeting features lacking** in Primetric compared to dedicated finance applications.
- Users experience **freezing issues during data adjustments** , which can disrupt workflow and hinder productivity.
- Users express frustration over the **language limitations** of Primetric, as it lacks support for native languages.

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

**["Simple promsing and growing tool for managing projects"](https://www.g2.com/survey_responses/primetric-review-7488648)**

**Rating:** 4.5/5.0 stars

_— Maciej M._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7488648)

**["Automated a huge part of my time tracking"](https://www.g2.com/survey_responses/primetric-review-7415669)**

**Rating:** 5.0/5.0 stars

_— Viktoriia O._

[Read full review](https://www.g2.com/survey_responses/primetric-review-7415669)

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

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

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

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:** 4.7/5.0

**Total Reviews:** 25

#### 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: 8.8/10)

#### Who Is the Company Behind Fincome?

- **Seller:** [Fincome](https://www.g2.com/sellers/fincome)
- **Year Founded:** 2022
- **HQ Location:** Paris, France
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=470460d1ad792e046172b9ba721e074ada3ce674ec2525b691e339cf01b1a5c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffincome-tech%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 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 assistance is readily available whenever needed.
- Users find Fincome to be **extremely user-friendly** , making setup and usage effortless for business tracking.
- Users appreciate the **effective tracking** of financial metrics, enabling easy performance analysis with minimal setup required.
- Users find the **easy setup** of Fincome highly beneficial, enabling quick access to essential financial metrics.
- Users praise Fincome's **customizable tools and powerful reporting** , making financial tracking efficient and easy to manage.

##### Cons

- Users find the **dashboard design lacking** , though functionality remains effective despite its dated appearance.

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

**["A precious time saver for financial management, Pennylane integration at its best"](https://www.g2.com/survey_responses/fincome-review-12175048)**

**Rating:** 4.0/5.0 stars

_— Rémy R._

[Read full review](https://www.g2.com/survey_responses/fincome-review-12175048)

**["The best SaaS analytics software out there."](https://www.g2.com/survey_responses/fincome-review-11672198)**

**Rating:** 5.0/5.0 stars

_— Emeric E._

[Read full review](https://www.g2.com/survey_responses/fincome-review-11672198)

### [Place](https://www.g2.com/products/place-technology-place/reviews)

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: 8.8/10)

#### Who Is the Company Behind Place?

- **Seller:** [Place Technology](https://www.g2.com/sellers/place-technology)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **Twitter:** @PlaceTechnology  
117 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=19bd86dc2221b7259f464ed23e2220165995b3fb9a22922cf758fbf816c5277b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplace-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

#### 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?

**["Subscription Billing and Revenue Management"](https://www.g2.com/survey_responses/place-review-8555203)**

**Rating:** 4.0/5.0 stars

_— Verified User in Computer Software_

[Read full review](https://www.g2.com/survey_responses/place-review-8555203)

**["One of the best platform to move forecasting out of Excel spreadsheets"](https://www.g2.com/survey_responses/place-review-4495108)**

**Rating:** 4.5/5.0 stars

_— Wankel G._

[Read full review](https://www.g2.com/survey_responses/place-review-4495108)

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

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 16

#### How Do G2 Users Rate Finmark?

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

#### Who Is the Company Behind Finmark?

- **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com)
- **Year Founded:** 2006
- **HQ Location:** San Jose, CA
- **Twitter:** @billcom  
17,263 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d22db23b6cb1bd301ba090eb462d496baebf39c70a21d783e275ea71dbc931be&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbill%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,407 employees on LinkedIn®
- **Ownership:** NYSE: BILL

#### Who Uses This Product?

- **Company Size:** 94% Small

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

**["Powerful projecting software"](https://www.g2.com/survey_responses/finmark-review-7384304)**

**Rating:** 5.0/5.0 stars

_— Verified User in Automotive_

[Read full review](https://www.g2.com/survey_responses/finmark-review-7384304)

**["We absolutely love the Finmark product and so do our clients!"](https://www.g2.com/survey_responses/finmark-review-6946864)**

**Rating:** 5.0/5.0 stars

_— Frank M._

[Read full review](https://www.g2.com/survey_responses/finmark-review-6946864)

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

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

**Average Rating:** 4.7/5.0

**Total Reviews:** 52

#### How Do G2 Users Rate Allfred?

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

#### Who Is the Company Behind Allfred?

- **Seller:** [Allfred](https://www.g2.com/sellers/allfred)
- **Year Founded:** 2020
- **HQ Location:** Bratislava, Slovakia
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=efb28663f5adcf2044aff9f013e125df8c585cc5e88f5222ca43b68e9c84357a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fallfred&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **time-saving features** of Allfred, streamlining their workflows and enhancing overall productivity effortlessly.
- Users appreciate the **ease of use** of Allfred, finding it simplifies tasks and integrates seamlessly with other tools.
- Users love the **simplicity and organization** of Allfred's task management, integrating everything they need in one place.
- Users value the **comprehensive project management capabilities** of Allfred, enhancing team coordination and task transparency effectively.
- Users appreciate the **robust features** of Allfred, enhancing efficiency in budgeting, tracking, and project management.

##### Cons

- Users find that occasionally **loading times can be slow** , especially with large data sheets affecting the experience.
- Users notice occasional **slow performance** , especially with large data sheets, but it's improving in newer versions.
- Users experience **slow update issues** with Allfred, causing frustration when tasks remain marked as ongoing for too long.
- Users report occasional **bug issues** that can disrupt workflow, though they are generally considered minor inconveniences.
- Users encounter occasional **glitches** with Allfred, which can disrupt workflow but are generally minor.

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

**["Efficient and Intuitive, But Room for Improvement"](https://www.g2.com/survey_responses/allfred-review-10617922)**

**Rating:** 4.5/5.0 stars

_— Vladyslav M._

[Read full review](https://www.g2.com/survey_responses/allfred-review-10617922)

**["One-Stop Tool for Managing Sales, Production, and Team Capacity"](https://www.g2.com/survey_responses/allfred-review-12279476)**

**Rating:** 4.0/5.0 stars

_— Adriano V._

[Read full review](https://www.g2.com/survey_responses/allfred-review-12279476)

- [‹ Prev‹ Prev](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=3#product-list)
- [1](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score#product-list)
- [2](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=2#product-list)
- [3](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=3#product-list)
- 4
- [5](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=5#product-list)
- [6](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=6#product-list)
- [7](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=7#product-list)
- [8](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=8#product-list)
- …
- [15](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=15#product-list)
- [16](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=16#product-list)
- [Next ›Next ›](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Finforiver-reporting-matrix%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=5#product-list)

Spotlight Categories

[Online Backup Software](https://www.g2.com/categories/online-backup)

[Purchasing Software](https://www.g2.com/categories/purchasing-software)

[Zero Trust Networking Software](https://www.g2.com/categories/zero-trust-networking)

[CRM Software](https://www.g2.com/categories/crm)

[Loyalty Management Software](https://www.g2.com/categories/loyalty-management)

Similar Categories

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

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

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

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

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

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

Updated June 24, 2026

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

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

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

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

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

Show More