# Best Budgeting and Forecasting Software - Page 3

*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 (361 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 (470 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 | "[Effortless Budgeting with Stellar Support](https://www.g2.com/survey_responses/planful-review-12981881)" |
| 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (99 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 | [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)" |
| 10 | [Martus](https://www.g2.com/products/martus/reviews) | 4.7/5.0 (77 reviews) | Collaborative department budgeting with Sage Intacct integration | "[User-Friendly Budgeting that eliminates the manual worksheet!](https://www.g2.com/survey_responses/martus-review-13059172)" |


## 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:** 233

### 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**: Unit4 FP&A (+2.2%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month
*Last updated: July 15, 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
- 233+ 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:** [Aleph](https://www.g2.com/products/getaleph/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**

### Cube

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



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---

## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026?
### 1. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)
Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.


**Average Rating:** 4.3/5.0
**Total Reviews:** 84
**How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Adjustments:** 9.1/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.9/10 (Category avg: 8.7/10)

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

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,052 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®)
- **Ownership:** NYSE:SAP

**Who Uses This Product?**
- **Who Uses This:** Senior Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 58% Enterprise, 26% Mid-Market



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

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

**Rating:** 4.0/5.0 stars
*— Bhargavi  D.*

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

---

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

**Rating:** 4.0/5.0 stars
*— Sindhu Prasanthi D.*

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

---


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

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

### 2. [G-Accon](https://www.g2.com/products/g-accon/reviews)
All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.


**Average Rating:** 4.7/5.0
**Total Reviews:** 199
**How Do G2 Users Rate G-Accon?**

- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Adjustments:** 7.4/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.1/10 (Category avg: 8.7/10)

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

- **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon)
- **Company Website:** https://g-accon.com/
- **Year Founded:** 2017
- **HQ Location:** Novi, MI
- **Twitter:** @G_AcconServices (1,409 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Owner, CFO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 65% Small-Business, 33% Mid-Market


#### What Are G-Accon's Pros and Cons?

**Pros:**

- Ease of Use (50 reviews)
- Automation (29 reviews)
- Time-Saving (28 reviews)
- Integrations (25 reviews)
- Time-saving (24 reviews)

**Cons:**

- Reporting Issues (13 reviews)
- Inefficient Reporting (10 reviews)
- Poor Navigation (8 reviews)
- UX Improvement (8 reviews)
- Learning Curve (7 reviews)


### What Do G2 Reviewers Say About G-Accon?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of G-Accon, enabling quick data fetch and report generation effortlessly.
- Users love the **automation features** of G-Accon, significantly saving time on complex financial reporting tasks.
- Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes.
- Users love the **seamless integration** of G-Accon, streamlining the process of pulling Xero data into Google Sheets.
- Users value the **time-saving automation** of G-Accon, significantly speeding up financial reporting tasks and data management.

**Cons:**

- Users find the **custom reports feature challenging** to use, wishing for easier connectivity and functionality improvements.
- Users find the **inefficient reporting** of custom reports problematic, particularly with multi-currency and copied sheets.
- Users find the **poor navigation** challenging, as terms can be confusing and the interface feels outdated.
- Users note the **dated interface** of G-Accon, hoping for future modernization and improved intuitiveness.
- Users find the **steep learning curve** of G-Accon challenging, particularly for those unfamiliar with its complexities.

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

**"[Love G-Accon.  Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"**

**Rating:** 5.0/5.0 stars
*— Tracy C.*

[Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509)

---

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

**Rating:** 5.0/5.0 stars
*— Clarize P.*

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

---


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

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

### 3. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews)
Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.


**Average Rating:** 4.7/5.0
**Total Reviews:** 24
**How Do G2 Users Rate Spotlight Reporting?**

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

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

- **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting)
- **Year Founded:** 2010
- **HQ Location:** Wellington, New Zealand
- **Twitter:** @spotlightrep (7,727 Twitter followers)
- **LinkedIn® Page:** https://linkedin.com/company/spotlight-reporting-limited (43 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 63% Small-Business, 21% Mid-Market



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

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

**Rating:** 5.0/5.0 stars
*— Ryan V.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Sara V.*

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

---


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

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

### 4. [Upmetrics](https://www.g2.com/products/upmetrics/reviews)
Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives.


**Average Rating:** 4.7/5.0
**Total Reviews:** 29
**How Do G2 Users Rate Upmetrics?**

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

**Who Is the Company Behind Upmetrics?**

- **Seller:** [Upmetrics](https://www.g2.com/sellers/upmetrics)
- **Year Founded:** 2019
- **HQ Location:** 1301 N Broadway STE 32302 Los Angeles, CA 90012
- **Twitter:** @upmetrics (186 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/upmetrics-co (35 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software
- **Company Size:** 86% Small-Business, 14% Mid-Market


#### What Are Upmetrics's Pros and Cons?

**Pros:**

- Time-saving (4 reviews)
- Customer Support (3 reviews)
- Ease of Use (3 reviews)
- Capabilities (2 reviews)
- Financial Management (2 reviews)

**Cons:**

- Limited Templates (3 reviews)
- Affordability Issues (1 reviews)
- Integration Issues (1 reviews)
- Limited Integration (1 reviews)
- Poor Documentation (1 reviews)


### What Do G2 Reviewers Say About Upmetrics?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **time-saving benefits** of Upmetrics, enabling quicker business planning and effective fundraising preparation.
- Users praise the **excellent customer support** of Upmetrics, noting their quick and effective responses to inquiries.
- Users praise the **ease of use** of Upmetrics, finding the process straightforward and stress-free for planning.
- Users appreciate the **organizing capabilities** of Upmetrics, which streamline freelance goal setting and financial projections.
- Users appreciate how Upmetrics' **financial management features** streamline goal setting and keep income projections realistic.

**Cons:**

- Users desire **more business templates** , wishing for greater customization options and additional documentation for cover designs.
- Users feel the **affordability issues** with Upmetrics limit access to valuable features like the AI Assistant.
- Users are disappointed with the **integration issues** as Upmetrics lacks seamless data transfer from Quickbooks for accurate forecasting.
- Users desire more **integrations with accounting software** to enhance Upmetrics' functionality and streamline their processes.
- Users desire improved **documentation** for Upmetrics, hoping for better guidance and templates in the future.

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

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

**Rating:** 5.0/5.0 stars
*— Verified User in Human Resources*

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

---

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

**Rating:** 4.5/5.0 stars
*— Bhavik B.*

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

---


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

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

### 5. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews)
Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.


**Average Rating:** 4.8/5.0
**Total Reviews:** 76
**How Do G2 Users Rate Syft?**

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

**Who Is the Company Behind Syft?**

- **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics)
- **Year Founded:** 2016
- **HQ Location:** Wilmington, US
- **Twitter:** @Syft_Analytics (511 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (96 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 70% Small-Business, 28% Mid-Market


#### What Are Syft's Pros and Cons?

**Pros:**

- Reporting (9 reviews)
- Easy Integrations (8 reviews)
- Financial Management (8 reviews)
- Integrations (7 reviews)
- Reporting Efficiency (7 reviews)

**Cons:**

- Connectivity Issues (2 reviews)
- Customization Difficulties (2 reviews)
- Excel Integration Issues (2 reviews)
- Expensive (2 reviews)
- Learning Curve (2 reviews)


### What Do G2 Reviewers Say About Syft?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **intuitive reporting features** of Syft, which streamline decision-making and save time on report creation.
- Users value the **easy integrations** of Syft, streamlining their workflow and enhancing overall efficiency in finance management.
- Users commend the **seamless integration with Quickbooks** and versatile reporting options provided by Syft Analytics.
- Users value the **seamless integrations** of Syft, enhancing efficiency and automating financial tasks effortlessly.
- Users value the **reporting efficiency** of Syft, which automates processes and saves time during month-end close.

**Cons:**

- Users experience **connectivity issues** , as data options are limited and syncing can be problematic despite good support.
- Users find **customization difficulties** with Syft, particularly regarding report creation and column settings.
- Users experience **Excel integration issues** due to limited data connection options, affecting custom analytics capabilities.
- Users find Syft to be **expensive** , especially when needing to upgrade for full access to features.
- Users face a **learning curve** with Syft's advanced features, but find the training resources helpful for mastering them.

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

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

**Rating:** 4.5/5.0 stars
*— Vaibhav L.*

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

---

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

**Rating:** 4.0/5.0 stars
*— Verified User in Accounting*

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

---


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

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

### 6. [Fincome](https://www.g2.com/products/fincome/reviews)
We built Fincome with the aim of making a comprehensive and real-time 360° performance tracking possible. Our platform allows you to: - Centralize performance indicators by connecting your data sources within minutes. - Ensure their reliability by auditing and adjusting them to handle specific cases. - Segment them for in-depth analysis, facilitating decision-making. - Compare them at a glance with the performance of comparable SaaS. - Easily share them internally or with third parties (accountants, investors, etc.).


**Average Rating:** 4.7/5.0
**Total Reviews:** 25
**How Do G2 Users Rate Fincome?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind Fincome?**

- **Seller:** [Fincome ](https://www.g2.com/sellers/fincome)
- **Year Founded:** 2022
- **HQ Location:** Paris, France
- **LinkedIn® Page:** https://www.linkedin.com/company/fincome-tech/ (16 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 72% Small-Business, 24% Mid-Market


#### What Are Fincome's Pros and Cons?

**Pros:**

- Customer Support (5 reviews)
- Ease of Use (5 reviews)
- Tracking (4 reviews)
- Easy Setup (3 reviews)
- Features (3 reviews)

**Cons:**

- Dashboard Limitations (1 reviews)


### What Do G2 Reviewers Say About Fincome?
*AI-generated summary from verified user reviews*

**Pros:**

- Users commend the **fast and responsive customer support** of Fincome, enhancing their experience with effective assistance.
- Users find Fincome's **ease of use** exceptional, enabling effortless setup and comprehensive financial tracking at their fingertips.
- Users commend the **easy and powerful tracking** capabilities of Fincome for managing their SaaS business effectively.
- Users find the **easy setup** of Fincome to be incredibly convenient, enabling quick business performance tracking.
- Users appreciate the **powerful reporting and customization features** of Fincome, enhancing their financial tracking experience.

**Cons:**

- Users feel the **dashboard limitations** detract from the modern appeal, though functionality remains satisfactory.

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

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

**Rating:** 4.0/5.0 stars
*— Rémy R.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Emeric E.*

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

---



### 7. [Primetric](https://www.g2.com/products/primetric/reviews)
With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.


**Average Rating:** 4.9/5.0
**Total Reviews:** 68
**How Do G2 Users Rate Primetric?**

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

**Who Is the Company Behind Primetric?**

- **Seller:** [Primetric](https://www.g2.com/sellers/primetric)
- **Year Founded:** 2016
- **HQ Location:** Wrocław, Dolnosląskie
- **LinkedIn® Page:** https://www.linkedin.com/company/11460217/ (17 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 63% Mid-Market, 28% Small-Business


#### What Are Primetric's Pros and Cons?

**Pros:**

- Resource Management (5 reviews)
- Automation (4 reviews)
- Report Generation (4 reviews)
- Intuitive (3 reviews)
- Project Management (3 reviews)

**Cons:**

- Missing Features (3 reviews)
- App Functionality (1 reviews)
- Budgeting/Accounting Issues (1 reviews)
- Change Adjustments (1 reviews)
- Language Limitations (1 reviews)


### What Do G2 Reviewers Say About Primetric?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **effective resource management** in Primetric, enabling efficient planning and decision-making across teams.
- Users appreciate the **automation features** of Primetric, streamlining tasks and enhancing efficiency in daily workflows.
- Users value the **ease of report generation** with Primetric, enjoying customized, automated financial insights for efficient decision-making.
- Users find Primetric to be incredibly **intuitive and user-friendly** , enhancing their overall experience with seamless functionality.
- Users appreciate the **comprehensive project management tools** of Primetric, enhancing productivity and simplifying workflows in IT companies.

**Cons:**

- Users feel the absence of **key features** in Primetric, such as a monthly view and better deletion confirmation.
- Users experience **data loss during long sessions** as Primetric fails to save entries when logging back in.
- Users note the **budgeting/accounting issues** in Primetric, as it lacks comprehensive financial features found in dedicated apps.
- Users experience occasional **freezing issues** when adjusting data in Primetric, indicating a need for improvement.
- Users are disappointed with the **language limitations** of Primetric, as it lacks support for their native languages.

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

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

**Rating:** 4.5/5.0 stars
*— Maciej M.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Viktoriia O.*

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

---


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

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

### 8. [Place](https://www.g2.com/products/place-technology-place/reviews)
The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.


**Average Rating:** 4.7/5.0
**Total Reviews:** 28
**How Do G2 Users Rate Place?**

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Place?**

- **Seller:** [Place Technology](https://www.g2.com/sellers/place-technology)
- **Year Founded:** 2018
- **HQ Location:** Austin, Texas
- **Twitter:** @PlaceTechnology (117 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/place-technology/ (18 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 50% Mid-Market, 50% Small-Business



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

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

**Rating:** 4.0/5.0 stars
*— Verified User in Computer Software*

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

---

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

**Rating:** 4.5/5.0 stars
*— Wankel G.*

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

---



### 9. [Allfred](https://www.g2.com/products/allfred/reviews)
Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency.


**Average Rating:** 4.7/5.0
**Total Reviews:** 52
**How Do G2 Users Rate Allfred?**

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 9.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.2/10 (Category avg: 8.7/10)

**Who Is the Company Behind Allfred?**

- **Seller:** [Allfred](https://www.g2.com/sellers/allfred)
- **Year Founded:** 2020
- **HQ Location:** Bratislava, Slovakia
- **LinkedIn® Page:** https://www.linkedin.com/company/allfred (8 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** Account Manager
- **Top Industries:** Marketing and Advertising
- **Company Size:** 83% Small-Business, 17% Mid-Market


#### What Are Allfred's Pros and Cons?

**Pros:**

- Ease of Use (18 reviews)
- Task Management (16 reviews)
- Project Management (15 reviews)
- Features (14 reviews)
- User Interface (14 reviews)

**Cons:**

- Slow Loading (8 reviews)
- Slow Performance (8 reviews)
- Update Issues (4 reviews)
- Bug Issues (3 reviews)
- Glitches (3 reviews)


### What Do G2 Reviewers Say About Allfred?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **ease of use** of Allfred, praising its straightforward interface and seamless integration with other tools.
- Users enjoy the **simple and organized task management** of Allfred, which facilitates daily use and effective collaboration.
- Users praise Allfred for its **comprehensive project management** capabilities, enhancing workflows and reducing communication issues.
- Users praise the **robust and customizable features** of Allfred, enhancing task organization and efficient reporting.
- Users adore the **user-friendly interface** of Allfred, appreciating its seamless integration and daily efficiency for development tasks.

**Cons:**

- Users occasionally experience **slow loading times** especially with large datasets, affecting their overall experience.
- Users experience occasional **slow performance** during data processing, especially with larger sheets, though improvements have been noted.
- Users often face **update issues** with Allfred, experiencing delays and difficulties in project/task management.
- Users report experiencing **bug issues** with Allfred that occasionally disrupt workflow, though they are generally minor.
- Users report **occasional glitches** in Allfred that disrupt workflow, but they are generally minor and manageable.

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

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

**Rating:** 4.5/5.0 stars
*— Vladyslav M.*

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

---

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

**Rating:** 4.0/5.0 stars
*— Adriano V.*

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

---



### 10. [Finmark](https://www.g2.com/products/finmark/reviews)
Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive.


**Average Rating:** 4.6/5.0
**Total Reviews:** 16
**How Do G2 Users Rate Finmark?**

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

**Who Is the Company Behind Finmark?**

- **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com)
- **Year Founded:** 2006
- **HQ Location:** San Jose, CA
- **Twitter:** @billcom (17,263 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®)
- **Ownership:** NYSE: BILL

**Who Uses This Product?**
- **Company Size:** 94% Small-Business



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

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

**Rating:** 5.0/5.0 stars
*— Verified User in Automotive*

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

---

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

**Rating:** 5.0/5.0 stars
*— Frank M.*

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

---



### 11. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews)
Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business.


**Average Rating:** 4.9/5.0
**Total Reviews:** 37
**How Do G2 Users Rate Fuelfinance?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.9/10 (Category avg: 8.8/10)
- **Variance Analysis:** 10.0/10 (Category avg: 8.7/10)

**Who Is the Company Behind Fuelfinance?**

- **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance)
- **Year Founded:** 2019
- **HQ Location:** Delaware, IA
- **Twitter:** @fuelfinance_ (333 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/fuelfinance (46 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 54% Small-Business, 46% Mid-Market


#### What Are Fuelfinance's Pros and Cons?

**Pros:**

- Financial Management (14 reviews)
- Insights (9 reviews)
- Budgeting Management (6 reviews)
- Insights Analysis (6 reviews)
- Ease of Use (5 reviews)

**Cons:**

- Limited Integration (2 reviews)
- Limited Integrations (2 reviews)
- Customization Difficulties (1 reviews)
- Difficult Customization (1 reviews)
- Downtime Issues (1 reviews)


### What Do G2 Reviewers Say About Fuelfinance?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value Fuel Finance for its **financial management capabilities** , enabling data-driven decisions for sustainable profitability and cash flow optimization.
- Users value the **enhanced financial visibility** Fuelfinance provides, transforming decision-making and optimizing profitability.
- Users value the **user-friendly budgeting tools** of FuelFinance, which greatly enhance financial stability and decision-making.
- Users value the **in-depth financial insights** Fuelfinance provides, which greatly enhance decision-making and time efficiency.
- Users value the **ease of use** of FuelFinance, streamlining financial management and enhancing informed decision-making effortlessly.

**Cons:**

- Users note the **limited integration** options, although the support team is responsive to custom integration challenges.
- Users desire **more out-of-the-box integrations** with Fuelfinance for a smoother tool experience and efficiency.
- Users may face challenges with **customization difficulties** when trying to adapt the software to their business needs.
- Users face challenges with **difficult customization** , hindering the alignment of the software to their unique business needs.
- Users report occasional **downtime issues** with Fuelfinance, affecting accessibility and overall software usability.

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

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

**Rating:** 5.0/5.0 stars
*— Verified User in Information Technology and Services*

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

---

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

**Rating:** 5.0/5.0 stars
*— Max V.*

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

---



### 12. [Unit4 FP&A](https://www.g2.com/products/unit4-fp-a/reviews)
Unit4 FP&A: Smarter Planning, Faster Forecasts, Confident Decisions Unit4 FP&A frees finance teams to move beyond data wrangling and deliver the insights that drive business performance. Purpose-built for mid-market, people-focused, services-led organizations across nonprofit, public sector, professional services, and higher education, the platform combines AI-infused planning, budgeting, forecasting, reporting, and analytics in one integrated solution. Plan smarter. Forecast reliably. Report accurately. Replace fragile disconnected Excel spreadsheets with a single source of truth. Cut hours of manual consolidation. Connect strategy to operations with rolling forecasts, driver-based models, and scenario planning that flex as your business does. Interactive dashboards put trusted financial intelligence in the hands of finance business partners, controllers, and operational leaders, so decisions happen faster and with more confidence. A complete corporate performance management platform Unit4 FP&A delivers the full FP&A, EPM and CPM toolkit in one place: - Integrated P&L planning and rolling forecasts - Financial consolidation and statutory reporting - Balance sheet and cash flow planning - Workforce and people planning - Lease accounting, including IFRS 16 - ESG reporting support - Multidimensional modeling for any business question Pre-configured industry models reflect how service-centric nonprofits, government bodies, professional services firms, and universities actually plan, fund, and report. That means faster time-to-value and far less custom build than generic enterprise FP&A tools. High value. Low total cost of ownership. Independent benchmarks back it up. Customers rate Unit4 implementation success 8.4 out of 10, against an industry average of 6.2 in numerous annual industry studies. Other analysts score Unit4 at 4.33 out of 5, with 83% of customers saying they would recommend us. Pricing comes in at roughly a half to around a third of other established known vendors, without sacrificing depth or scale. Trusted by mission-driven organizations Unit4 FP&A supports finance teams at NHS East of England Ambulance Service, Oxfam, Levi, Nuclear Restoration Services, and hundreds of other organizations whose missions depend on timely, accurate financial intelligence. Serving those who serve. For more information, visit: https://www.unit4.com/products/budget-and-forecasting-software


**Average Rating:** 4.2/5.0
**Total Reviews:** 18
**How Do G2 Users Rate Unit4 FP&A?**

- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 5.0/10 (Category avg: 8.7/10)

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

- **Seller:** [Unit4](https://www.g2.com/sellers/unit4)
- **Company Website:** https://www.unit4.com
- **Year Founded:** 1980
- **HQ Location:** Utrecht, Netherlands
- **LinkedIn® Page:** https://www.linkedin.com/company/8120/ (3,429 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 47% Mid-Market, 32% Enterprise


#### What Are Unit4 FP&A's Pros and Cons?

**Pros:**

- Budgeting Management (1 reviews)
- Collaboration (1 reviews)
- Customer Experience (1 reviews)
- Customizability (1 reviews)
- Customization (1 reviews)

**Cons:**

- Complexity (1 reviews)
- Connection Issues (1 reviews)
- Difficult Customization (1 reviews)
- Import Issues (1 reviews)
- Integration Issues (1 reviews)


### What Do G2 Reviewers Say About Unit4 FP&A?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **intuitive user interface** of Unit4 FP&A, enhancing budget management and strategic financial decision-making.
- Users value the **collaboration features** of Unit4 FP&A, enhancing engagement and strategic financial decision-making among teams.
- Users appreciate the **intuitive user interface** of Unit4 FP&A, enhancing budget engagement and strategic decision-making.
- Users value the **customizability** of Unit4 FP&A, allowing them to build tailored financial models for their needs.
- Users value the **flexibility of customization** in Unit4 FP&A, enabling tailored solutions to meet their specific needs.

**Cons:**

- Users find that the **complexity** of developing Unit4 FP&A as a public sector budget tool requires further work.
- Users face **connection issues** with Unit4 FP&A, such as failed imports and poor integration with Unit4 ERP.
- Users face **difficult customization** challenges due to lack of native integration and inconsistent updates with Unit4 ERP.
- Users face frequent **import issues** , including failed imports and no native integration with Unit4 ERP, complicating workflows.
- Users face **integration issues** with Unit4 FP&A, relying on unsatisfactory methods and experiencing failed updates.

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

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

**Rating:** 4.5/5.0 stars
*— Nayomi D.*

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

---

**"[Strong Automation and Flexible Modeling That Streamlines Planning](https://www.g2.com/survey_responses/unit4-fp-a-review-12982067)"**

**Rating:** 4.0/5.0 stars
*— Verified User in Airlines/Aviation*

[Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-12982067)

---



### 13. [Float](https://www.g2.com/products/float/reviews)
Float is an award-winning cash flow management and forecasting add-on for businesses using Xero or Quickbooks Online accounting software. Float creates visual cash flow forecasts that are accurate, always up to date and take a fraction of the time to prepare when compared to spreadsheets. The accuracy of the data in Float means your business is alerted to any cash shortages or surpluses well in advance, allowing you to take action. Using the direct method of cash flow forecasting (reading all information on bills, invoices and other transactions) we are able to create robust cashflow forecasts that are visual, easy to understand and give a 'real' picture of where a business is going in the short to medium term. Float makes visual scenario planning a breeze, reducing a task that usually takes hours in a spreadsheet to minutes, businesses can make informed and confident decisions at the click of a button.


**Average Rating:** 4.4/5.0
**Total Reviews:** 44
**How Do G2 Users Rate Float?**

- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.4/10 (Category avg: 8.7/10)

**Who Is the Company Behind Float?**

- **Seller:** [Float](https://www.g2.com/sellers/float-323ea2c2-0df0-4dbe-8b20-84acbbdce683)
- **Company Website:** https://www.floatapp.com/
- **Year Founded:** 2010
- **HQ Location:** Edinburgh, GB
- **LinkedIn® Page:** https://www.linkedin.com/company/float_2/ (16 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Marketing and Advertising, Information Technology and Services
- **Company Size:** 76% Small-Business, 16% Mid-Market


#### What Are Float's Pros and Cons?

**Pros:**

- Ease of Use (1 reviews)
- Easy Setup (1 reviews)
- Efficiency Improvement (1 reviews)
- Intuitive (1 reviews)
- Planning (1 reviews)

**Cons:**

- Missing Features (1 reviews)


### What Do G2 Reviewers Say About Float?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Float, making team management and scheduling simple and intuitive.
- Users find the **easy setup** of Float simplifies transitioning from Excel, enhancing team efficiency and workflow management.
- Users value the **efficiency improvements** of Float, praising its seamless setup and intuitive project management features.
- Users appreciate the **intuitive setup** of Float, facilitating a seamless transition and effective workflow management.
- Users appreciate the **ease of planning** with Float, enabling seamless long-term scheduling and improved team management.

**Cons:**

- Users find the **absence of a daily counter** in Float limiting for effective management of their workload.

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

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

**Rating:** 4.0/5.0 stars
*— holly c.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Julie R.*

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

---


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

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

### 14. [Lucanet](https://www.g2.com/products/lucanet/reviews)
Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy.


**Average Rating:** 4.7/5.0
**Total Reviews:** 52
**How Do G2 Users Rate Lucanet?**

- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Adjustments:** 8.3/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 7.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind Lucanet?**

- **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag)
- **Year Founded:** 1999
- **HQ Location:** Berlin, Germany
- **Twitter:** @LucaNet (721 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®)

**Who Uses This Product?**
- **Who Uses This:** CFO
- **Top Industries:** Financial Services, Accounting
- **Company Size:** 53% Mid-Market, 32% Small-Business



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

**"[Problems of data consolidation and report generations](https://www.g2.com/survey_responses/lucanet-review-8717100)"**

**Rating:** 5.0/5.0 stars
*— Rob B.*

[Read full review](https://www.g2.com/survey_responses/lucanet-review-8717100)

---

**"[Analyze amounts of data across various categories](https://www.g2.com/survey_responses/lucanet-review-8739619)"**

**Rating:** 5.0/5.0 stars
*— Trung R.*

[Read full review](https://www.g2.com/survey_responses/lucanet-review-8739619)

---


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

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

### 15. [Planacy](https://www.g2.com/products/planacy/reviews)
Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams!


**Average Rating:** 4.6/5.0
**Total Reviews:** 49
**How Do G2 Users Rate Planacy?**

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

**Who Is the Company Behind Planacy?**

- **Seller:** [Planacy](https://www.g2.com/sellers/planacy)
- **Year Founded:** 2015
- **HQ Location:** Stockholm, SE
- **Twitter:** @planacy (31 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planacy (40 employees on LinkedIn®)

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


#### What Are Planacy's Pros and Cons?

**Pros:**

- Budgeting Management (1 reviews)
- Collaboration (1 reviews)
- Ease of Use (1 reviews)
- Efficiency (1 reviews)
- Financial Management (1 reviews)

**Cons:**

- Data Management (1 reviews)
- Difficult Customization (1 reviews)
- Difficult Setup (1 reviews)
- Insufficient Documentation (1 reviews)
- Limited Customization (1 reviews)


### What Do G2 Reviewers Say About Planacy?
*AI-generated summary from verified user reviews*

**Pros:**

- Users appreciate the **ease of use** of Planacy, which streamlines budgeting and enhances team collaboration effectively.
- Users value the **collaborative features** of Planacy, enhancing team efficiency and making financial planning seamless.
- Users appreciate the **ease of use** of Planacy, which streamlines budgeting and enhances team collaboration effectively.
- Users appreciate the **efficiency** of Planacy, enjoying streamlined budgeting and easy collaboration for financial planning.
- Users appreciate the **ease of use** of Planacy, which streamlines budgeting and forecasting effortlessly for teams.

**Cons:**

- Users find the **initial setup time-consuming** and suggest improved guidance for data extraction and analysis.
- Users find **difficult customization** a challenge with Planacy, as it requires significant time and effort to tailor effectively.
- Users find the **difficult setup** of Planacy time-consuming, particularly with complex processes and specific customization needs.
- Users find the **insufficient documentation** challenging, particularly when setting up and extracting data for analysis.
- Users find the **limited customization** in Planacy challenging, especially during initial setup and data extraction.

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

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

**Rating:** 4.0/5.0 stars
*— Therese B.*

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

---

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

**Rating:** 4.5/5.0 stars
*— Fredrik R.*

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

---



### 16. [Kepion](https://www.g2.com/products/kepion/reviews)
Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future.


**Average Rating:** 4.5/5.0
**Total Reviews:** 15
**How Do G2 Users Rate Kepion?**

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Adjustments:** 8.0/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.9/10 (Category avg: 8.7/10)

**Who Is the Company Behind Kepion?**

- **Seller:** [Kepion](https://www.g2.com/sellers/kepion)
- **Year Founded:** 2009
- **HQ Location:** Seattle, US
- **Twitter:** @kepion (170 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/438641/ (25 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Information Technology and Services
- **Company Size:** 53% Small-Business, 42% Mid-Market


#### What Are Kepion's Pros and Cons?

**Pros:**

- Ease of Use (6 reviews)
- Features (5 reviews)
- Ease of Learning (4 reviews)
- Efficiency (4 reviews)
- Forecasting (4 reviews)

**Cons:**

- Dashboard Issues (3 reviews)
- Difficult Learning (3 reviews)
- Limited Options (3 reviews)
- Complexity (2 reviews)
- Dashboard Limitations (2 reviews)


### What Do G2 Reviewers Say About Kepion?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find Kepion's **ease of use** to enhance navigation and planning, ensuring a smooth adoption process.
- Users appreciate the **flexibility and integration** of Kepion, making budgeting and forecasting smooth and efficient.
- Users appreciate the **ease of learning** with Kepion, facilitating quick adoption and efficient use for diverse needs.
- Users highlight the **efficiency** of Kepion, enabling faster, smarter business decisions with its intuitive and reliable interface.
- Users find Kepion to be an **intuitive and reliable forecasting solution** that enhances enterprise planning efficiency and flexibility.

**Cons:**

- Users experience **dashboard setup inflexibility** , requiring more guidance for effective usage and better layout adjustment options.
- Users find the **difficult learning** curve challenging, especially for those lacking technical expertise in advanced features.
- Users find **limited options** for advanced analytics and reporting templates, affecting their overall experience with Kepion.
- Users find the **complexity** of Kepion challenging, especially with dashboard setup and the need for SQL knowledge.
- Users find the **dashboard limitations** affect flexibility, with a need for better formatting and guidance on data actions.

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

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

**Rating:** 5.0/5.0 stars
*— Francisco R.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Carolina d.*

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

---


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

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

### 17. [PlanGuru](https://www.g2.com/products/planguru/reviews)
PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.


**Average Rating:** 4.5/5.0
**Total Reviews:** 37
**How Do G2 Users Rate PlanGuru?**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Adjustments:** 8.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.6/10 (Category avg: 8.7/10)

**Who Is the Company Behind PlanGuru?**

- **Seller:** [PlanGuru](https://www.g2.com/sellers/planguru)
- **Year Founded:** 2013
- **HQ Location:** Wilkes Barre, PA
- **Twitter:** @planguru (196 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planguru/ (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 65% Small-Business, 38% Mid-Market


#### What Are PlanGuru's Pros and Cons?

**Pros:**

- Capabilities (1 reviews)
- Customer Experience (1 reviews)
- Customer Support (1 reviews)
- Customization (1 reviews)
- Easy Implementation (1 reviews)

**Cons:**

- Complexity (1 reviews)
- Confusion (1 reviews)


### What Do G2 Reviewers Say About PlanGuru?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **robust features** of PlanGuru, making financial data integration and KPI tracking effortless and effective.
- Users value the **excellent customer support** from PlanGuru, enhancing their experience with knowledgeable real people.
- Users value the **exceptional customer support** from PlanGuru, appreciating the knowledgeable team and seamless integration assistance.
- Users value the **customization options** in PlanGuru, allowing tailored reports and dashboards that enhance their financial analysis experience.
- Users love the **easy implementation** of PlanGuru, thanks to effective support and user-friendly financial data integration.

**Cons:**

- Users experience **confusion from the complexity** of features in PlanGuru, though support is readily available to assist.
- Users often experience **confusion due to the numerous features** , though support from the PlanGuru team helps mitigate this.

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

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

**Rating:** 5.0/5.0 stars
*— Jill S.*

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

---

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

**Rating:** 4.0/5.0 stars
*— Verified User in Environmental Services*

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

---


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

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

### 18. [Catalyst](https://www.g2.com/products/ebm-software-catalyst/reviews)
Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and Forecasting have never been this simple. Catalyst allows you to easily slice, dice, drill down and pivot enormous amounts of granular data instantaneously to get a complete picture of your business, find anomalies, draw fully-baked insights and make fact-based decisions that positively impact your business. Analyze and create reporting for any data source, from your financials to big data. Don’t just find anomalies, understand them. Catalyst brings all of your data into one clear view: a simple, app-like interface that serves as a single source of truth and democratizes data for your organization. With Catalyst, you finally get a complete view of your business and clarity for the path forward.


**Average Rating:** 4.5/5.0
**Total Reviews:** 19
**How Do G2 Users Rate Catalyst?**

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

**Who Is the Company Behind Catalyst?**

- **Seller:** [EBM Software](https://www.g2.com/sellers/ebm-software)
- **Year Founded:** 2010
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** https://www.linkedin.com/company/ebmsoftware/ (58 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Consumer Goods
- **Company Size:** 50% Mid-Market, 35% Small-Business



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

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

**Rating:** 4.5/5.0 stars
*— Verified User in Consumer Goods*

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

---

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

**Rating:** 5.0/5.0 stars
*— Vince J.*

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

---



### 19. [SAS Intelligent Performance Management](https://www.g2.com/products/sas-intelligent-performance-management/reviews)
Helps you report, manage and improve the financial performance of your entire organization.


**Average Rating:** 4.2/5.0
**Total Reviews:** 16

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

- **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Year Founded:** 1976
- **HQ Location:** Cary, NC
- **Twitter:** @SASsoftware (60,863 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1491/ (18,638 employees on LinkedIn®)
- **Phone:** 1-800-727-0025

**Who Uses This Product?**
- **Top Industries:** Accounting
- **Company Size:** 38% Mid-Market, 38% Small-Business


#### What Are SAS Intelligent Performance Management's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Budgeting Management (2 reviews)
- Financial Management (2 reviews)
- Accurate Data (1 reviews)
- Data Analysis (1 reviews)

**Cons:**

- Improvements Needed (2 reviews)
- Data Management (1 reviews)
- Detail Issues (1 reviews)
- Insufficient Information (1 reviews)
- Integration Difficulties (1 reviews)


### What Do G2 Reviewers Say About SAS Intelligent Performance Management?
*AI-generated summary from verified user reviews*

**Pros:**

- Users find SAS Intelligent Performance Management to be **easy to use** , enhancing their data management and reporting experience.
- Users value the **easy-to-use budgeting management** features of SAS Intelligent Performance Management for effective data handling.
- Users appreciate the **ease of use** of SAS Financial Management, making budgeting and forecasting efficient and manageable.
- Users value the **accuracy of data** in SAS Intelligent Performance Management, ensuring reliable and efficient reporting.
- Users appreciate the **ease of data analysis** in SAS Intelligent Performance Management, enhancing their budgeting and forecasting experience.

**Cons:**

- Users find that **downloading templates need improvement** to enhance usability and streamline data management in SAS Financial Management.
- Users face challenges with **data integration and migration** , impacting their overall experience with SAS Intelligent Performance Management.
- Users criticize the **overly detailed layout** of SAS Intelligent Performance Management, finding it cluttered and unnecessary.
- Users find the **insufficient information** regarding downloading templates limiting their ability to efficiently resume work in SAS Financial Management.
- Users face **integration difficulties** and challenges in migrating existing data, impacting the overall experience with the software.

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

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

**Rating:** 5.0/5.0 stars
*— Andres B.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Verified User in Financial Services*

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

---


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

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

### 20. [Spendesk](https://www.g2.com/products/spendesk/reviews)
Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, and an easily adopted approval process, Spendesk’s single solution makes agile, efficient spending easy for employees. It gives finance leaders complete visibility across company spend. With the launch of its Procure-to-Pay solution, Spendesk is the first European platform to fully integrate procurement and spend management for businesses of up to 1,000 employees.


**Average Rating:** 4.6/5.0
**Total Reviews:** 411
**How Do G2 Users Rate Spendesk?**

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

**Who Is the Company Behind Spendesk?**

- **Seller:** [Spendesk](https://www.g2.com/sellers/spendesk)
- **Company Website:** https://www.spendesk.com
- **Year Founded:** 2016
- **HQ Location:** Paris, Île-de-France
- **Twitter:** @Spendesk (2,273 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10554832/ (320 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 64% Mid-Market, 32% Small-Business


#### What Are Spendesk's Pros and Cons?

**Pros:**

- Ease of Use (3 reviews)
- Customer Satisfaction (1 reviews)
- Customer Support (1 reviews)
- Ease of Understanding (1 reviews)
- Easy Submission (1 reviews)

**Cons:**

- Approval Issues (2 reviews)
- Credit Issues (2 reviews)
- Delays (2 reviews)
- Payment Issues (2 reviews)
- Processing Delays (2 reviews)


### What Do G2 Reviewers Say About Spendesk?
*AI-generated summary from verified user reviews*

**Pros:**

- Users love the **ease of use** of Spendesk, highlighting its intuitive interface and streamlined expense management.
- Users note a decline in **customer satisfaction** , highlighting issues with support and account management.
- Users feel that Spendesk's **customer support** has declined, falling short in comparison to competitors.
- Users find Spendesk to be **easy to understand** , making it perfect for tracking and ordering expenses efficiently.
- Users praise the **easy submission** process of Spendesk, enjoying its user-friendly interface and efficient expense management.

**Cons:**

- Users report **approval issues** with Spendesk, experiencing significant delays and unresponsive support affecting essential operations.
- Users express concerns about **credit issues** with Spendesk, facing severe fund access problems and slow customer support response.
- Users experience significant **delays in customer support** , leading to frustration and halted operations, impacting business efficiency.
- Users report severe **payment issues** with Spendesk, leading to significant disruptions and financial losses for their teams.
- Users face **processing delays** with Spendesk, leading to significant workflow disruptions and frustrating customer support experiences.

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

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

**Rating:** 5.0/5.0 stars
*— Azhir A.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Adriaan V.*

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

---


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

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

### 21. [Modeliks](https://www.g2.com/products/modeliks/reviews)
All-in-one forecasting, budgeting, reporting and business planning solution. Planning and reporting, simplified and automated. Modeliks is a Business Planning, Financial Modelling & Reporting Software for SMEs and Startups (https://www.modeliks.com). It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. What do you get from using Modeliks? Financial Planning Build accurate, driver based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data driven and informed decisions. Business Planning Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates by industry. Features: Financial Planning - Automated & error free forecasting - By business unit, department, geography, project, store, etc. - Automated financial statements (P& Balance Sheet, Cashflow) - Consolidate to total company; Allocate costs to operating units - Financial model templates by industry - Advanced, driver based planning - Scenario planning Reporting - Automated performance tracking - Actual vs Plan vs Previous Periods reporting - By business unit, department, geography, project, store, etc. - Variance analysis, Custom dashboards & KPIs, Ratios - Management reports to explain the reasons behind the variances - Quickbooks integration or upload trial balance from excel Business Plan & Pitch Deck Creator - AI powered business plan creator - Professional pitch deck templates - Step by step guidance - Integrated financials - Collaborate, export share with anyone


**Average Rating:** 4.9/5.0
**Total Reviews:** 18
**How Do G2 Users Rate Modeliks?**

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

**Who Is the Company Behind Modeliks?**

- **Seller:** [Modeliks Limited](https://www.g2.com/sellers/modeliks-limited)
- **Year Founded:** 2022
- **HQ Location:** Dublin
- **LinkedIn® Page:** https://www.linkedin.com/company/modeliks/ (11 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 83% Small-Business, 17% Mid-Market



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

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

**Rating:** 5.0/5.0 stars
*— Philipp J.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Aleksandra T.*

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

---



### 22. [CALUMO](https://www.g2.com/products/calumo/reviews)
Calumo is cloud-based financial performance and analysis (FP&A) software that helps businesses streamline their budgeting, forecasting, reporting, and analysis processes. With Calumo, business users can access real-time data from various sources, create interactive dashboards and visualizations, and collaborate with team members through a web browser or Microsoft Office applications. With features such as scenario planning, data modeling, data integration, workflow management, and security and compliance, Calumo helps businesses improve their decision-making, reduce costs, and increase efficiency. Customers appreciate Calumo’s ease of use, flexibility, and integration with Excel.


**Average Rating:** 4.3/5.0
**Total Reviews:** 19
**How Do G2 Users Rate CALUMO?**

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

**Who Is the Company Behind CALUMO?**

- **Seller:** [Calumo](https://www.g2.com/sellers/calumo)
- **Year Founded:** 1996
- **HQ Location:** Australia - Sydney, Brisbane, Melbourne. USA - Dallas, Texas, AU
- **Twitter:** @CALUMO (159 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/227235/ (4 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Higher Education
- **Company Size:** 48% Enterprise, 48% Mid-Market



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

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

**Rating:** 4.5/5.0 stars
*— Sam N.*

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

---

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

**Rating:** 4.5/5.0 stars
*— Jim W. R.*

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

---



### 23. [Basis](https://www.g2.com/products/basis-basis/reviews)
Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.


**Average Rating:** 4.9/5.0
**Total Reviews:** 12
**How Do G2 Users Rate Basis?**

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Adjustments:** 9.6/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 9.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.8/10 (Category avg: 8.7/10)

**Who Is the Company Behind Basis?**

- **Seller:** [Basis Finance](https://www.g2.com/sellers/basis-finance)
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/basis-inc/ (1 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 83% Small-Business, 17% Mid-Market



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

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

**Rating:** 5.0/5.0 stars
*— Allison  L.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Matt G.*

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

---



### 24. [MODLR](https://www.g2.com/products/modlr/reviews)
MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible.


**Average Rating:** 4.9/5.0
**Total Reviews:** 11
**How Do G2 Users Rate MODLR?**

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

**Who Is the Company Behind MODLR?**

- **Seller:** [MODLR](https://www.g2.com/sellers/modlr)
- **Year Founded:** 2015
- **HQ Location:** Sydney, New South Wales
- **Twitter:** @TeamMODLR (286 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/modlr (18 employees on LinkedIn®)

**Who Uses This Product?**
- **Company Size:** 50% Small-Business, 33% Mid-Market



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

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

**Rating:** 5.0/5.0 stars
*— Sarah M.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Stephen M.*

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

---


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

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

### 25. [Full Circle Insights](https://www.g2.com/products/full-circle-insights/reviews)
Full Circle Insights is the Attribution Modeling and Funnel Measurement Solution Built for Salesforce As your Salesforce data experts, we help marketing and sales teams connect in a central location to finally deliver accurate attribution, build funnels, and create data-driven strategies that drive revenue. The Full Circle Insights team comprises former Salesforce executives, marketing experts, product managers, and automation specialists who understand how valuable data is – and how frustrating it can be to get. Our powerful, Salesforce-native solution empowers your team to easily create multiple attribution models and funnels, measure sales and marketing impact, and align company-wide while keeping your data safe in Salesforce.


**Average Rating:** 4.0/5.0
**Total Reviews:** 133
**How Do G2 Users Rate Full Circle Insights?**

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

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

- **Seller:** [CONQUER](https://www.g2.com/sellers/conquer)
- **Company Website:** https://conquer.io
- **Year Founded:** 2007
- **HQ Location:** Reno, NV
- **LinkedIn® Page:** https://www.linkedin.com/company/727098/ (82 employees on LinkedIn®)

**Who Uses This Product?**
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 82% Mid-Market, 15% Enterprise


#### What Are Full Circle Insights's Pros and Cons?

**Pros:**

- Collaboration (1 reviews)
- Contact Management (1 reviews)
- CRM Integration (1 reviews)
- Customer Acquisition (1 reviews)
- Customer Support (1 reviews)

**Cons:**

- Dashboard Issues (1 reviews)
- Inefficient Reporting (1 reviews)
- Lack of Flexibility (1 reviews)
- Limited Customization (1 reviews)
- Limited Features (1 reviews)


### What Do G2 Reviewers Say About Full Circle Insights?
*AI-generated summary from verified user reviews*

**Pros:**

- Users value the **seamless collaboration** within Full Circle Insights, benefiting from its integration with Salesforce.
- Users value the **native Salesforce integration** for seamless contact management and streamlined funnel oversight.
- Users appreciate the **CRM integration with Salesforce** , enabling streamlined management of their sales funnel in one place.
- Users value the **seamless Salesforce integration** for effective funnel management within a single system.
- Users value the **integrated customer support** of Full Circle Insights, effectively managing everything within Salesforce.

**Cons:**

- Users find **dashboard issues** due to limitations in reporting functionality, requiring adjustments per individual report.
- Users find **inefficient reporting** in Full Circle Insights, relying heavily on Salesforce for limited reporting capabilities.
- Users find the **lack of flexibility** in Full Circle Insights' reporting limits their ability to customize insights effectively.
- Users find **limited customization** in Full Circle Insights due to reliance on Salesforce's reporting capabilities.
- Users find **limited features** in Full Circle Insights' reporting, relying heavily on Salesforce for in-depth functionality.

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

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

**Rating:** 5.0/5.0 stars
*— Dipika R.*

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

---

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

**Rating:** 5.0/5.0 stars
*— Amanda S.*

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

---


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

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


## 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)
- [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)
- [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management)


---

## 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