# Best Budgeting and Forecasting Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* 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 ## Top Budgeting and Forecasting Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (364 reviews) | Excel-native multi-source budgeting and consolidation | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 2 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Cross-functional connected budgeting and scenario forecasting | "[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (471 reviews) | Excel-native FP&A with centralized version control | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (222 reviews) | Multidimensional budgeting with in-memory scenario modeling | "[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)" | | 5 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 6 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (492 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[Planful Streamlines Financial Planning with Automation, Centralized Data, and Reporting](https://www.g2.com/survey_responses/planful-review-12927148)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (100 reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 8 | [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) | 4.3/5.0 (344 reviews) | — | "[Flexible and Intuitive Budgeting Tool for Mid to Large Organizations](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)" | | 9 | [Martus](https://www.g2.com/products/martus/reviews) | 4.7/5.0 (80 reviews) | Collaborative department budgeting with Sage Intacct integration | "[Best Sage Intacct Integrated Budget Planning Application](https://www.g2.com/survey_responses/martus-review-12319545)" | | 10 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (149 reviews) | Multi-source consolidation with unified budgeting and forecasting | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | ## 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=52827&focus%5B%5D=160444&focus%5B%5D=1196&focus%5B%5D=1401682&focus%5B%5D=582) Highlighted products: Datarails, Anaplan, Vena, IBM Planning Analytics, LiveFlow, Planful, Aleph, and Workday Adaptive Planning. 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=ibm-planning-analytics&focus%5B%5D=liveflow&focus%5B%5D=planful&focus%5B%5D=getaleph&focus%5B%5D=workday-adaptive-planning) ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 232 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: LivePlan (+1.49%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: July 17, 2026* ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 13,800+ Authentic Reviews - 232+ 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. ## Which Budgeting and Forecasting Software Is Best for Your Use Case? - **Leader:** [Datarails](https://www.g2.com/products/datarails/reviews) - **Highest Performer:** [Velixo](https://www.g2.com/products/velixo/reviews) - **Easiest to Use:** [LiveFlow](https://www.g2.com/products/liveflow/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) --- **Sponsored** ### Sentry Sentry is an application monitoring and error tracking platform that helps developers identify, debug, and resolve software issues in production environments across web, mobile, desktop, game, and AI-powered applications. 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Core monitoring capabilities: - Error tracking groups similar errors into issues, showing frequency, affected users, and the exact code location where problems occur - Performance monitoring traces requests through distributed systems to identify slow database queries, API bottlenecks, and code-level performance problems - Session Replay records user interactions leading up to errors, capturing clicks, network activity, and console logs for easier reproduction - Logs captures structured log data from your applications alongside errors and traces, enabling search and filtering by message content, severity level, and custom attributes - AI observability provides visibility into LLM applications, AI agents, and Model Context Protocol servers, tracking prompts, model calls, tool usage, and token consumption Developers integrate Sentry by installing an SDK and adding a few lines of code to their application. The platform automatically captures unhandled exceptions, while developers can manually track custom errors and performance metrics. Sentry processes events in real time, sending alerts through Slack, email, PagerDuty, or other notification channels when issues occur. Additional features and capabilities: - AI-powered debugging through Seer, which analyzes errors to identify root causes and suggest code fixes with high accuracy - Distributed tracing that follows requests across microservices, serverless functions, and third-party APIs to pinpoint failure points - Custom dashboards and alerts for monitoring specific metrics, error rates, or performance thresholds important to each team - Profiling tools that provide code-level visibility into where time is being spent in production, identifying slow functions, call stacks, and performance regressions across backend services and frontend/mobile user flows - Workflow integrations with GitHub, Jira, GitLab, Azure DevOps, and other development tools to create tickets or link errors to commits automatically The platform serves development teams at organizations ranging from individual developers to large enterprises. More than 100,000 organizations use Sentry, processing billions of error events daily. Sentry offers both cloud-hosted and self-hosted deployment options, with pricing tiers based on event volume. A free tier supports small projects and individual developers. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-17T19%3A11%3A36Z&secure%5Bdisplayable_resource_id%5D=1136&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=17313&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=17313&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%3Fpage%3D12&secure%5Btoken%5D=db8a09e002ca04c216cfdb332167ea644a8cd81b6a4eb2560e80ac5c2a9a5b58&secure%5Burl%5D=https%3A%2F%2Fsentry.io%2Flp%2Flogs%2F%3Futm_source%3Dg2%26utm_medium%3Dreview-site%26utm_campaign%3Dlogs-fy27q1-evergreen%26utm_content%3Dstatic-ad-log-analysis-trysentry&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes. **Average Rating:** 4.6/5.0 **Total Reviews:** 364 **How Do G2 Users Rate Datarails?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Datarails?** - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. **Cons:** - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. #### What Are Recent G2 Reviews of Datarails? **"[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)"** **Rating:** 5.0/5.0 stars *— ben .* [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 2. [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 **How Do G2 Users Rate Anaplan?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Anaplan?** - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** https://www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan (21,768 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,836 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Enterprise, 34% Mid-Market #### What Are Anaplan's Pros and Cons? **Pros:** - Ease of Use (100 reviews) - Flexibility (90 reviews) - Features (87 reviews) - Efficiency (63 reviews) - Planning (59 reviews) **Cons:** - Limitations (44 reviews) - Missing Features (39 reviews) - Learning Curve (33 reviews) - Performance Issues (30 reviews) - Lack of Features (29 reviews) ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users. - Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs. - Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases. - Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions. - Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas. **Cons:** - Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis. - Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability. - Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use. - Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations. - Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls. #### What Are Recent G2 Reviews of Anaplan? **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- **"[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)"** **Rating:** 4.5/5.0 stars *— Kumar S.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### 3. [Vena](https://www.g2.com/products/vena/reviews) Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases. **Average Rating:** 4.5/5.0 **Total Reviews:** 471 **How Do G2 Users Rate Vena?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Vena?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** https://www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (706 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Mid-Market, 20% Enterprise #### What Are Vena's Pros and Cons? **Pros:** - Ease of Use (110 reviews) - Excel Integration (59 reviews) - Features (51 reviews) - User Interface (50 reviews) - Reporting (48 reviews) **Cons:** - Learning Difficulty (28 reviews) - Learning Curve (26 reviews) - Steep Learning Curve (23 reviews) - Difficult Learning (19 reviews) - Slow Loading (18 reviews) ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation. - Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management. - Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes. - Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders. - Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly. **Cons:** - Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process. - Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes. - Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes. - Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome. - Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency. #### What Are Recent G2 Reviews of Vena? **"[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)"** **Rating:** 4.5/5.0 stars *— Akshit M.* [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 4. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **How Do G2 Users Rate IBM Planning Analytics?** - **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:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind IBM Planning Analytics?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** https://www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 36% Mid-Market #### What Are IBM Planning Analytics's Pros and Cons? **Pros:** - Efficiency (34 reviews) - Planning Efficiency (32 reviews) - Analytics (30 reviews) - Forecasting Accuracy (30 reviews) - Ease of Use (29 reviews) **Cons:** - Learning Curve (28 reviews) - Learning Difficulty (18 reviews) - User Difficulty (18 reviews) - Complexity (15 reviews) - Difficult Learning (15 reviews) ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks. - Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes. - Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently. - Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis. **Cons:** - Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics. - Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding. - Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users. - Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers. - Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows. #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### 5. [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **How Do G2 Users Rate LiveFlow?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind LiveFlow?** - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** https://www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/liveflow (62 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small-Business, 20% Mid-Market #### What Are LiveFlow's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Time-Saving (72 reviews) - Time-saving (70 reviews) - Reporting Efficiency (66 reviews) - Efficiency (57 reviews) **Cons:** - Missing Features (22 reviews) - Inefficient Reporting (11 reviews) - Limited Customization (11 reviews) - Refresh Issues (11 reviews) - Expensive (10 reviews) ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets. - Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates. - Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly. - Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports. - Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities. **Cons:** - Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow. - Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons. - Users desire more **customization options** for reports and dashboards, finding current limitations frustrating. - Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates. - Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment. #### What Are Recent G2 Reviews of LiveFlow? **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 6. [Planful](https://www.g2.com/products/planful/reviews) Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 492 **How Do G2 Users Rate Planful?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Planful?** - **Seller:** [Planful](https://www.g2.com/sellers/planful) - **Company Website:** https://www.planful.com - **Year Founded:** 2000 - **HQ Location:** San Francisco, CA - **Twitter:** @Planful (7,546 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/planful-inc/ (558 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Hospital & Health Care - **Company Size:** 48% Mid-Market, 45% Enterprise #### What Are Planful's Pros and Cons? **Pros:** - Ease of Use (48 reviews) - Reporting (29 reviews) - Reporting Efficiency (21 reviews) - Automation (20 reviews) - Features (19 reviews) **Cons:** - Learning Curve (17 reviews) - Learning Difficulty (17 reviews) - Missing Features (13 reviews) - Not Intuitive (12 reviews) - Improvements Needed (10 reviews) ### What Do G2 Reviewers Say About Planful? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Planful, highlighting its intuitive design and minimal reliance on IT support. - Users value the **streamlined reporting capabilities** of Planful, enhancing efficiency and enabling strategic analysis. - Users appreciate the **streamlined reporting efficiency** of Planful, enhancing focus on strategic analysis and operational effectiveness. - Users value the **automation capabilities** of Planful, streamlining data management and enhancing financial analysis efficiency. - Users value Planful for its **centralized data management** and ease of use, enhancing integration and team collaboration. **Cons:** - Users face a **steep learning curve** with Planful, making initial implementation and understanding quite challenging. - Users face a **steep learning curve** with Planful, complicating initial setup and understanding for new adopters. - Users note a lack of **reporting and dashboard features** , hindering their ability to effectively manage data storage and access. - Users find Planful to be **not intuitive** , struggling with its complex setup and steep learning curve. - Users note a need for **improvements in planning modules** and clearer documentation to enhance the overall experience. #### What Are Recent G2 Reviews of Planful? **"[Planful Streamlines Financial Planning with Automation, Centralized Data, and Reporting](https://www.g2.com/survey_responses/planful-review-12927148)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/planful-review-12927148) --- **"[Effortless Budgeting with Stellar Support](https://www.g2.com/survey_responses/planful-review-12981881)"** **Rating:** 4.5/5.0 stars *— Karthik S.* [Read full review](https://www.g2.com/survey_responses/planful-review-12981881) --- #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### 7. [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights. **Average Rating:** 4.9/5.0 **Total Reviews:** 100 **How Do G2 Users Rate Aleph?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Aleph?** - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** https://www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph (698 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getaleph/ (96 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 83% Mid-Market, 9% Small-Business #### What Are Aleph's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Ease of Implementation (19 reviews) - Customer Support (18 reviews) - Implementation Ease (18 reviews) - Excel Integration (15 reviews) **Cons:** - Missing Features (5 reviews) - Slow Performance (5 reviews) - Bugs (4 reviews) - Excel Integration Issues (4 reviews) - Refresh Issues (4 reviews) ### What Do G2 Reviewers Say About Aleph? *AI-generated summary from verified user reviews* **Pros:** - Users find Aleph **intuitive and user-friendly** , effortlessly integrating with existing tools and streamlining data consolidation. - Users find Aleph's **ease of implementation** impressive, integrating seamlessly with existing systems and requiring minimal setup time. - Users commend the **excellent customer support** from Aleph, consistently providing prompt and effective assistance. - Users find Aleph's **implementation ease** exceptional, allowing quick integration without intensive resource commitment. - Users love the **Excel integration** of Aleph, enabling quick implementation and seamless data handling without heavy rework. **Cons:** - Users note the **missing features** in Aleph, particularly regarding customization and planning capabilities for scaling needs. - Users experience **slow performance** with complex dashboards and lengthy data refresh times, impacting their workflow efficiency. - Users face **glitches and bugs** with Aleph, causing disruptions and a need for frequent logins to restore functionality. - Users face **Excel integration issues** with Aleph, noting slower performance and struggles with Google Sheets compatibility. - Users experience frustrating **refresh issues** in Aleph, with delays impacting data extraction and overall functionality. #### What Are Recent G2 Reviews of Aleph? **"[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)"** **Rating:** 5.0/5.0 stars *— Richard A.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12658189) --- **"[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)"** **Rating:** 5.0/5.0 stars *— Michele Z.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12673821) --- ### 8. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 344 **How Do G2 Users Rate Workday Adaptive Planning?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Adjustments:** 8.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Workday Adaptive Planning?** - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** https://www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday (52,273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (24,145 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 32% Enterprise #### What Are Workday Adaptive Planning's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Efficiency (11 reviews) - Capabilities (8 reviews) - Features (8 reviews) - Planning (8 reviews) **Cons:** - Complexity (5 reviews) - Complex Setup (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (5 reviews) - Difficult Customization (4 reviews) ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. **Cons:** - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Flexible and Intuitive Budgeting Tool for Mid to Large Organizations](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)"** **Rating:** 4.0/5.0 stars *— Dhairay A.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047) --- **"[Streamlines Budgeting and Forecasting with Real-Time Collaboration](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)"** **Rating:** 4.0/5.0 stars *— Ram K.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### 9. [Martus](https://www.g2.com/products/martus/reviews) Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks. **Average Rating:** 4.7/5.0 **Total Reviews:** 80 **How Do G2 Users Rate Martus?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 8.7/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Martus?** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2008 - **HQ Location:** Greenville, US - **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 46% Mid-Market, 30% Small-Business #### What Are Martus's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Customer Support (19 reviews) - Integrations (19 reviews) - Budgeting Management (18 reviews) - Budgeting Efficiency (16 reviews) **Cons:** - Learning Curve (9 reviews) - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Confusion (5 reviews) - Learning Difficulty (5 reviews) ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems. - Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency. - Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency. - Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers. - Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system. - Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools. - Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive. - Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features. #### What Are Recent G2 Reviews of Martus? **"[Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access](https://www.g2.com/survey_responses/martus-review-13051917)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) --- **"[Best Sage Intacct Integrated Budget Planning Application](https://www.g2.com/survey_responses/martus-review-12319545)"** **Rating:** 5.0/5.0 stars *— jerry T.* [Read full review](https://www.g2.com/survey_responses/martus-review-12319545) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 10. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 **How Do G2 Users Rate OneStream - Unified EPM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind OneStream - Unified EPM?** - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** https://www.onestream.com/ - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream_Soft (2,189 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1244326/ (1,690 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Enterprise, 28% Mid-Market #### What Are OneStream - Unified EPM's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Data Management (15 reviews) - Flexibility (13 reviews) - Reporting (13 reviews) - Capabilities (11 reviews) **Cons:** - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) - Learning Curve (8 reviews) - Complexity (7 reviews) - Dashboard Limitations (6 reviews) ### What Do G2 Reviewers Say About OneStream - Unified EPM? *AI-generated summary from verified user reviews* **Pros:** - Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management. - Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting. - Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs. - Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights. - Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management. **Cons:** - Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage. - Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption. - Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users. - Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge. - Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **"[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)"** **Rating:** 4.0/5.0 stars *— Damaris D.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) --- **"[OneStream Review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)"** **Rating:** 5.0/5.0 stars *— Tahir H.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) --- #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### 11. [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,131 **How Do G2 Users Rate Workiva?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Workiva?** - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** https://www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva (5,277 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/732400/ (3,300 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Enterprise, 28% Mid-Market #### What Are Workiva's Pros and Cons? **Pros:** - Ease of Use (364 reviews) - Collaboration (196 reviews) - Features (181 reviews) - Team Collaboration (178 reviews) - Reporting (151 reviews) **Cons:** - Missing Features (113 reviews) - Learning Curve (85 reviews) - Learning Difficulty (81 reviews) - Limited Functionality (80 reviews) - Limitations (70 reviews) ### What Do G2 Reviewers Say About Workiva? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. - Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. **Cons:** - Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. #### What Are Recent G2 Reviews of Workiva? **"[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)"** **Rating:** 4.5/5.0 stars *— Michelle L.* [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) --- **"[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)"** **Rating:** 4.0/5.0 stars *— Chad B.* [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) --- ### 12. [Velixo](https://www.g2.com/products/velixo/reviews) Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations. **Average Rating:** 4.7/5.0 **Total Reviews:** 255 **How Do G2 Users Rate Velixo?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 7.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Velixo?** - **Seller:** [Velixo](https://www.g2.com/sellers/velixo) - **Company Website:** https://www.velixo.com/ - **Year Founded:** 2017 - **HQ Location:** Montreal, QC - **Twitter:** @VelixoSolutions (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/velixo/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Construction, Accounting - **Company Size:** 61% Mid-Market, 27% Small-Business #### What Are Velixo's Pros and Cons? **Pros:** - Ease of Use (66 reviews) - Excel Integration (57 reviews) - Reporting Efficiency (35 reviews) - Excel Functionality (31 reviews) - Time-saving (30 reviews) **Cons:** - Excel Integration Issues (15 reviews) - Learning Curve (15 reviews) - Formula Issues (12 reviews) - Refresh Issues (12 reviews) - Slow Performance (12 reviews) ### What Do G2 Reviewers Say About Velixo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting. - Users value the **seamless Excel integration** of Velixo, enabling real-time data access and efficient report management. - Users value the **reporting efficiency** of Velixo, enjoying streamlined data management and real-time insights in Excel. - Users value the **Excel functionality** of Velixo, enjoying seamless integration and real-time data access for efficient reporting. - Users value the **time-saving capabilities** of Velixo, dramatically reducing report generation and data updating tasks. **Cons:** - Users experience **Excel integration issues** , making it challenging to connect and utilize Velixo effectively. - Users note a challenging **learning curve** , especially for those unfamiliar with Excel or ERP systems. - Users find the **complexity of formulas** in Velixo challenging, making reporting more difficult than necessary. - Users report **refresh issues** with Velixo, noting longer wait times and occasional technical errors impacting usability. - Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting efficiency. #### What Are Recent G2 Reviews of Velixo? **"[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)"** **Rating:** 5.0/5.0 stars *— Johanna K.* [Read full review](https://www.g2.com/survey_responses/velixo-review-10438038) --- **"[Streamlined Budgeting & Data Analysis](https://www.g2.com/survey_responses/velixo-review-11544025)"** **Rating:** 5.0/5.0 stars *— Kelly M.* [Read full review](https://www.g2.com/survey_responses/velixo-review-11544025) --- #### What Are G2 Users Discussing About Velixo? - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### 13. [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 109 **How Do G2 Users Rate Fathom?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (70 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 56% Small-Business, 35% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. **Cons:** - Users find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. #### What Are Recent G2 Reviews of Fathom? **"[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)"** **Rating:** 5.0/5.0 stars *— Kara T.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) --- **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- ### 14. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic. **Average Rating:** 4.6/5.0 **Total Reviews:** 110 **How Do G2 Users Rate Pigment?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Pigment?** - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** https://www.pigment.com/ - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/pigment/ (711 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 73% Mid-Market, 20% Enterprise #### What Are Pigment's Pros and Cons? **Pros:** - Flexibility (9 reviews) - Features (8 reviews) - Customer Support (7 reviews) - Ease of Use (7 reviews) - Automation (6 reviews) **Cons:** - Data Inaccuracy (3 reviews) - Complexity (2 reviews) - Complex Setup (2 reviews) - Connectivity Issues (2 reviews) - Formula Limitations (2 reviews) ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve. - Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting. - Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly. - Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available. - Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities. **Cons:** - Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency. - Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment. - Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options. - Users often face **connectivity issues** with Pigment, especially when working with large volumes of data. - Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts. #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 15. [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.5/5.0 **Total Reviews:** 31 **How Do G2 Users Rate Intuit Enterprise Suite?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) **Who Is the Company Behind Intuit Enterprise Suite?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 68% Small-Business, 29% Mid-Market #### What Are Intuit Enterprise Suite's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (6 reviews) - Easy Access (4 reviews) - Easy Management (3 reviews) - Feature Rich (3 reviews) **Cons:** - Slow Loading (2 reviews) - Complex Features (1 reviews) - Complex Usability (1 reviews) - Confusion (1 reviews) - Data Management (1 reviews) ### What Do G2 Reviewers Say About Intuit Enterprise Suite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and user-friendly design** of Intuit Enterprise Suite, simplifying financial management and reporting. - Users appreciate the **efficiency** of Intuit Enterprise Suite, noting it simplifies financial management and reporting significantly. - Users value the **easy access** provided by Intuit Enterprise Suite, enhancing workflow and saving significant time. - Users enjoy the **easy management** of Intuit Enterprise Suite, enhancing workflow efficiency and organization across multiple entities. - Users value the **feature-rich nature** of Intuit Enterprise Suite, enhancing financial management and operational efficiency effectively. **Cons:** - Users often experience **slow loading times** for reports, which can hinder their overall efficiency with Intuit Enterprise Suite. - Users find the **complex features** sometimes overwhelming, especially when needing to perform simple tasks. - Users find the **complex usability** overwhelming at times, especially for simple tasks and slow report loading. - Users find the **overwhelming array of features** can complicate simple tasks and slow down report loading times. - Users are frustrated by the **complicated merge process** when using multiple classes, leading to delays and inefficiencies. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **"[Intuitive Cloud ERP — Easy Multi-Entity Management, Project Tools, Integrations & Fast Support](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458) --- **"[Consolidated P&L Across 7 Companies—A Huge Time Saver](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688)"** **Rating:** 4.0/5.0 stars *— Debbie R.* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13077688) --- ### 16. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Drivetrain?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Drivetrain?** - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** https://www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI (55 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 83% Mid-Market, 14% Small-Business #### What Are Drivetrain's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Reporting Efficiency (31 reviews) - Report Creation (30 reviews) - Customer Support (29 reviews) - Easy Integrations (22 reviews) **Cons:** - Learning Curve (13 reviews) - Missing Features (13 reviews) - Learning Difficulty (12 reviews) - Steep Learning Curve (11 reviews) - Difficult Learning (6 reviews) ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights. - Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights. - Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly. - Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms. **Cons:** - Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming. - Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use. - Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master. - Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master. - Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality. #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 17. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix Software is a software designed to unify budgeting, forecasting, reporting, and financial close and consolidation for finance teams managing complex financial processes at scale. The software provides automated data preparation, anomaly detection, and actionable AI-driven insights by leveraging the Prophix One cloud-based Financial Performance Platform with built-in workflows and configurable templates. It automates data handling across financial planning cycles and reduces the technical expertise required for adoption through a finance-professional-focused user interface. Prophix Software addresses the challenge of fragmented financial management by consolidating all core finance functions into a single secure SaaS solution with enterprise-grade security and controls. The software supports more than 3,000 customers across over 100 countries, with use cases spanning budgeting, forecasting, financial close, consolidation, and performance reporting. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 9.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (572 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Reporting (16 reviews) - Financial Management (14 reviews) - Reporting Efficiency (12 reviews) - Time-saving (12 reviews) **Cons:** - Slow Performance (7 reviews) - Steep Learning Curve (7 reviews) - Learning Curve (6 reviews) - Learning Difficulty (6 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. **Cons:** - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- **"[Robust Financial Tool with Excellent Support](https://www.g2.com/survey_responses/prophix-software-review-10733312)"** **Rating:** 4.5/5.0 stars *— Corey H.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 18. [Budgyt](https://www.g2.com/products/budgyt/reviews) Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear. **Average Rating:** 4.8/5.0 **Total Reviews:** 107 **How Do G2 Users Rate Budgyt?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 9.5/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Budgyt?** - **Seller:** [Budgyt](https://www.g2.com/sellers/budgyt) - **Company Website:** https://www.budgyt.com - **Year Founded:** 2013 - **HQ Location:** New York, NY - **Twitter:** @budgyt (115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11036487/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Non-Profit Organization Management, Computer Software - **Company Size:** 61% Mid-Market, 36% Small-Business #### What Are Budgyt's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Budgeting Management (12 reviews) - Customer Support (12 reviews) - Budgeting (10 reviews) - Budgeting Efficiency (10 reviews) **Cons:** - Integration Issues (5 reviews) - Expensive (2 reviews) - Inefficient Reporting (2 reviews) - Learning Difficulty (2 reviews) - Limitations (2 reviews) ### What Do G2 Reviewers Say About Budgyt? *AI-generated summary from verified user reviews* **Pros:** - Users commend Budgyt for its **ease of use** , enabling seamless data uploads and straightforward presentations for efficient management. - Users praise Budgyt for its **affordable pricing and user-friendly interface** , enhancing budget management for non-profits. - Users praise Budgyt for its **responsive customer support** , which is attentive and available around the clock. - Users love the **easy budgeting process** with Budgyt, appreciating its multiple layers and excellent support. - Users appreciate the **budgeting efficiency** of Budgyt, which simplifies processes and improves visibility across multiple locations. **Cons:** - Users face **integration issues** with Budgyt, particularly in managing multiple companies and lacking full automation capabilities. - Users find Budgyt **expensive** , particularly with high initial setup costs that may not align with its value. - Users find the **inefficient reporting** in Budgyt lacking in presentation and customization for non-financial audiences. - Users find a **learning difficulty** with Budgyt, especially those unfamiliar with accounting practices, complicating usage. - Users face **limitations in integration capabilities** with Budgyt, particularly when managing multiple entities effectively. #### What Are Recent G2 Reviews of Budgyt? **"[Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis](https://www.g2.com/survey_responses/budgyt-review-13044414)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13044414) --- **"[Seamless QuickBooks Online Integration with Strong Support and Great Value](https://www.g2.com/survey_responses/budgyt-review-13038570)"** **Rating:** 5.0/5.0 stars *— Steve P.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13038570) --- #### What Are G2 Users Discussing About Budgyt? - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment ### 19. [Parallel](https://www.g2.com/products/parallel-parallel/reviews) Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet. **Average Rating:** 4.9/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Parallel?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Parallel?** - **Seller:** [Parallel](https://www.g2.com/sellers/parallel-358eee3b-08ce-4dc8-829d-71bcacf56e39) - **Company Website:** https://getparallel.com/ - **HQ Location:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/getparallel/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 83% Small-Business, 7% Mid-Market #### What Are Parallel's Pros and Cons? **Pros:** - Forecasting (6 reviews) - Customer Support (4 reviews) - Ease of Use (4 reviews) - Efficiency (4 reviews) - Easy Setup (3 reviews) **Cons:** - Software Bugs (2 reviews) - Download Issues (1 reviews) - Learning Curve (1 reviews) - Limited Visualization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **forecasting capabilities** of Parallel, empowering confident decision-making and optimizing spend for growth. - Users value the **fantastic customer support** from Parallel, assisting with budgets, forecasts, and financial reporting effectively. - Users appreciate the **ease of use** of Parallel, allowing non-technical founders to efficiently manage finances and forecasts. - Users value the **efficiency** of Parallel, enabling quick decision-making and simplifying financial modeling for their startups. - Users highlight the **easy setup** of Parallel, enabling quick onboarding and efficient financial planning in hours. **Cons:** - Users report occasional **software bugs** , though many have experienced improved stability over time with Parallel. - Users faced **download issues** with financials, but appreciated the team's quick response to feedback. - Users face a **learning curve** with Parallel due to finance concepts, but support mitigates challenges effectively. - Users experience a **limited visualization** of financial data in Parallel, making initial understanding challenging without prior expertise. - Users desire more features from Parallel to enhance its functionality as a **complete accounting system**. #### What Are Recent G2 Reviews of Parallel? **"[Easiest Financial Modeling Tool to Stress Test Big Decisions](https://www.g2.com/survey_responses/parallel-review-12298809)"** **Rating:** 5.0/5.0 stars *— Mason S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) --- **"[Solid Financial Management Tool with Responsive Support](https://www.g2.com/survey_responses/parallel-review-12872915)"** **Rating:** 4.5/5.0 stars *— Zach B.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12872915) --- ### 20. [Acterys](https://www.g2.com/products/acterys/reviews) Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way. **Average Rating:** 4.8/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Acterys?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.5/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Acterys?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (706 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 66% Small-Business, 29% Mid-Market #### What Are Acterys's Pros and Cons? **Pros:** - Automation (3 reviews) - Connectivity (2 reviews) - Easy Integrations (2 reviews) - Features (2 reviews) - Integrations (2 reviews) ### What Do G2 Reviewers Say About Acterys? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Acterys for seamlessly integrating and customizing planning processes in Power BI. - Users value the **seamless connectivity** of Acterys, enabling effortless integration with multiple data sources and tools. - Users value the **easy integrations** in Acterys, facilitating seamless connections with data sources and enhancing productivity. - Users appreciate the **intuitive integration with Power BI** and reliable write-back features that save time in planning. - Users appreciate the **seamless data integrations** in Acterys, facilitating smooth workflows and efficient planning processes. #### What Are Recent G2 Reviews of Acterys? **"[Acterys - An innovative solution](https://www.g2.com/survey_responses/acterys-review-11449495)"** **Rating:** 5.0/5.0 stars *— Luis C.* [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) --- **"[Initially bought it for FP&A and now use it for so much more](https://www.g2.com/survey_responses/acterys-review-9657795)"** **Rating:** 5.0/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) --- #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### 21. [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is a software designed to enhance business performance through AI-native financial planning and analysis for mid-market finance teams. The software provides instant access to operational and financial KPIs, automated management reporting, revenue forecasting, headcount planning, OPEX budgeting, and multi-scenario analysis by leveraging a platform with integrations across 700+ ERP, CRM, HRIS, and data warehouse systems. It automates data syncing, cleaning, and structuring and reduces the manual data handling that slows finance team productivity. Abacum addresses the need for both intuitive workflows and enterprise-grade flexibility by enabling collaborative planning, real-time performance analysis, and insight sharing in a single environment. The software supports fast-growing companies and industry leaders including Strava, Dish Networks, BetterUp, and Kajabi, with outcomes of planning and reporting up to 75% faster. **Average Rating:** 4.7/5.0 **Total Reviews:** 150 **How Do G2 Users Rate Abacum?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Abacum?** - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** https://www.abacum.ai/ - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** https://www.linkedin.com/company/abacum-io/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 6% Small-Business #### What Are Abacum's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Customer Support (17 reviews) - Time-saving (14 reviews) - Efficiency (13 reviews) - Features (13 reviews) **Cons:** - Learning Difficulty (9 reviews) - Complex Setup (8 reviews) - Learning Curve (8 reviews) - Steep Learning Curve (8 reviews) - Difficult Setup (6 reviews) ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Abacum, enhancing flexibility and efficiency in reporting and analysis. - Users commend the **incredible support team** at Abacum for their quick responses and helpful assistance. - Users value the **time-saving** features of Abacum, enabling swift financial planning and streamlined collaborative efforts. - Users highlight the **efficiency** of Abacum, significantly reducing reporting time and enhancing analytical flexibility. - Users praise **Abacum's powerful features** that enhance financial planning with real-time forecasting, integrations, and user-friendly collaboration. **Cons:** - Users face a **steep learning curve** with Abacum, making the initial setup challenging for newcomers. - Users find the **complex setup** challenging, with a steep learning curve and potential performance issues during initial configuration. - Users face a **steep learning curve** during initial setup, requiring training to efficiently navigate the platform. - Users find the **steep learning curve** challenging, requiring careful navigation during initial setup and data migration. - Users find the **difficult setup** process time-consuming and complex, requiring focused effort to navigate effectively. #### What Are Recent G2 Reviews of Abacum? **"[Powerful consolidation tool that handles our complex multi-entity setup with ease](https://www.g2.com/survey_responses/abacum-review-13070099)"** **Rating:** 5.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/abacum-review-13070099) --- **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### 22. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Joiin?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.5/10 (Category avg: 8.8/10) **Who Is the Company Behind Joiin?** - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Reporting (15 reviews) - Reporting Efficiency (15 reviews) - Customer Support (11 reviews) - Report Creation (11 reviews) **Cons:** - Inefficient Reporting (9 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Missing Features (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. **Cons:** - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. #### What Are Recent G2 Reviews of Joiin? **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 23. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **How Do G2 Users Rate Spreadsheet Server by insightsoftware?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 7.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Spreadsheet Server by insightsoftware?** - **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:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Accounting - **Company Size:** 105% Mid-Market, 28% Enterprise #### What Are Spreadsheet Server by insightsoftware's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Financial Reporting (3 reviews) - Report Creation (3 reviews) - Reporting Quality (3 reviews) - Customer Support (2 reviews) **Cons:** - Slow Performance (2 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Performance Issues (1 reviews) - Project Delays (1 reviews) ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users find **Spreadsheet Server's ease of use** impressive, facilitating quick setup and efficient report generation in Excel. - Users appreciate the **efficient financial reporting** capabilities of Spreadsheet Server, enhancing decision-making through accurate, automated reports. - Users appreciate the **report creation capabilities** of Spreadsheet Server, benefiting from automated and customizable reporting features. - Users value the **exceptional reporting quality** of Spreadsheet Server, delivering accurate insights seamlessly integrated with Excel. - Users value the **quick and knowledgeable customer support** that enhances their experience with Spreadsheet Server. **Cons:** - Users find the **slow performance** frustrating when opening files, though it can be improved by adjusting settings. - Users face **integration issues** when using legacy ERP databases, requiring custom SQL that diminishes product effectiveness. - Users find the **limited customization** of Spreadsheet Server restrictive, especially with non-standard ERP accounting databases. - Users experience **performance issues** like delays after switching to the cloud, but they have adapted over time. - Users experience **delays with Project Delays** after transitioning to the cloud-based Spreadsheet Server, but have adapted over time. #### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware? **"[Easy-to-Automate Queries for Thorough, Department-Wide Reporting](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)"** **Rating:** 4.0/5.0 stars *— Brandon H.* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202) --- **"[Versatile](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)"** **Rating:** 4.0/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292) --- ### 24. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Clockwork.ai?** - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. **Cons:** - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 25. [Productive](https://www.g2.com/products/productive/reviews) Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 **How Do G2 Users Rate Productive?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Productive?** - **Seller:** [Productive](https://www.g2.com/sellers/productive) - **Year Founded:** 2014 - **HQ Location:** Claymont, US - **LinkedIn® Page:** https://www.linkedin.com/company/productive-io/ (161 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 17% Mid-Market #### What Are Productive's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customizability (8 reviews) - Team Collaboration (7 reviews) - User Interface (7 reviews) - Customer Support (6 reviews) **Cons:** - Lack of Integrations (3 reviews) - Missing Features (3 reviews) - Organization Difficulties (3 reviews) - Challenging Reporting (2 reviews) - Complex Usability (2 reviews) ### What Do G2 Reviewers Say About Productive? *AI-generated summary from verified user reviews* **Pros:** - Users find Productive’s **ease of use** essential, enjoying its simplicity and effective integrations for daily tasks. - Users appreciate the **customizability** of Productive, allowing personalized setups that enhance their daily workflow and efficiency. - Users commend **team collaboration** with Productive, appreciating its seamless integration of project management and budgeting features. - Users appreciate the **intuitive and user-friendly interface** of Productive, making onboarding and daily use seamless. - Users appreciate the **responsive and personal customer support** of Productive, enhancing their overall experience with the tool. **Cons:** - Users find the **lack of integrations** frustrating, affecting workflow due to disconnected systems and limited functionalities. - Users point out the **missing features** like flexible reporting and enhanced mobile app capabilities for better functionality. - Users face **organization difficulties** in navigating reports and integrating modules, complicating their overall experience with Productive. - Users find **reporting challenging** , needing more flexibility and detailed options, especially on the mobile app. - Users find **complex usability** issues with report configuration, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Productive? **"[We have used Productive for almost 10 years. It was good when we started and keeps getting better!](https://www.g2.com/survey_responses/productive-review-9235077)"** **Rating:** 5.0/5.0 stars *— Torin S.* [Read full review](https://www.g2.com/survey_responses/productive-review-9235077) --- **"[Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow](https://www.g2.com/survey_responses/productive-review-13031933)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/productive-review-13031933) --- #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) - [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include) ## What Is Budgeting and Forecasting Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Budgeting and Forecasting Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Sales Performance Management Software](https://www.g2.com/categories/sales-performance-management) - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) - [Sales Planning Software](https://www.g2.com/categories/sales-planning) - [Workforce Planning Software](https://www.g2.com/categories/workforce-planning) --- ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026