# Best FP&A Software ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 326 ### Category Stats (Aug 2026) - **Average Rating:** 4.45/5 (↑0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Intuit Enterprise Suite (+1.84%) - Among all products in this category, Intuit Enterprise Suite recorded the largest rating increase compared to last month _Last updated: August 19, 2026_ ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,600+ Authentic Reviews - 326+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for FP&A Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=582&focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682) Highlighted products: Workday Adaptive Planning, Anaplan, Datarails, Vena, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Aleph. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=workday-adaptive-planning&focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph) **Sponsored** ### Abacum Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-08-31T06%3A30%3A41Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=154807&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis&secure%5Btoken%5D=2d56fc1f0b7ac805369f579044f45b8cac24a0def154eede2b30a50d4a0f7c1f&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 403 #### How Do G2 Users Rate Workday Adaptive Planning? - **Reporting:** 8.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Workday Adaptive Planning? - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday 52,273 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website) 24,145 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Medium, 33% Large #### What Do G2 Reviewers Say About Workday Adaptive Planning? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly interface** of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone. - Users value the **efficiency** of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes. - Users appreciate the **flexibility and user-friendliness** of Workday Adaptive Planning, enhancing financial planning and collaboration significantly. - Users value the **collaborative budgeting** features of Workday Adaptive Planning, enhancing transparency in budget management. - Users value the **flexibility and real-time collaboration** of Workday Adaptive Planning, enhancing financial planning and decision-making. ##### Cons - Users note a **steep learning curve** with Workday Adaptive Planning, requiring extensive training to navigate effectively. - Users find the **learning curve and complexity** of Workday Adaptive Planning challenging, requiring significant training and system knowledge. - Users often face **complex setup challenges** with Workday Adaptive Planning, requiring professional help and extensive training for effective use. - Users find the **steep learning curve** of Workday Adaptive Planning challenging, especially regarding navigation and system knowledge. - Users find a **steep learning curve** with Workday Adaptive Planning, requiring significant training to navigate effectively. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **["Comprehensive EPM Tool with a Learning Curve"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)** **Rating:** 4.5/5.0 stars _— Sunny J._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461) **["Powerful What-If Planning with Seamless ERP/CRM Connections"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)** **Rating:** 5.0/5.0 stars _— Shivam M._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308) #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is a leading AI-driven scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now. More than 2,800 global brands plan with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. **Average Rating:** 4.6/5.0 **Total Reviews:** 399 #### How Do G2 Users Rate Anaplan? - **Reporting:** 8.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.8/10 (Category avg: 8.6/10) - **Extended Planning:** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Anaplan? - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan 21,768 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website) 2,836 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Anaplan, highlighting its intuitive interface for both end users and developers. - Users appreciate Anaplan for its **user-friendly interface** and versatility in various planning and forecasting applications. - Users admire Anaplan's **impressive flexibility** , allowing it to adapt seamlessly to diverse business processes and needs. - Users value the **efficiency** of Anaplan, finding it adaptable and easy to implement across various organizational processes. - Users value Anaplan for its **user-friendly planning capabilities** , enabling seamless collaboration and quick implementation across teams. ##### Cons - Users report **expensive licensing and performance limitations** with Anaplan, complicating scalability and overall functionality. - Users note the **missing features** in Anaplan that hinder effective development and user experience enhancement. - Users experience a **steep learning curve** with Anaplan, which can hinder early adoption and usability for new users. - Users report **performance issues** with Anaplan, citing clunky models and slow calculations affecting efficiency. - Users find Anaplan **expensive** , as advanced features often require additional costs, discouraging full utilization of its capabilities. #### What Are Recent G2 Reviews of Anaplan? **["Real-Time, Flexible Modeling That Speeds Up Decision-Making"](https://www.g2.com/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) **["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 372 #### How Do G2 Users Rate Datarails? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 8.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Datarails? - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails 1,139 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website) 397 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in Datarails, finding it simple and effective for managing financial reporting. - Users benefit from Datarails' **reporting efficiency** , simplifying financial reporting and enhancing collaboration across teams. - Users value the **native Excel integration** of Datarails, enhancing workflows while ensuring data accuracy and governance. - Users value the **seamless Excel integration** of Datarails, enhancing workflows while ensuring robust data governance and compliance. - Users praise Datarails for its **efficiency** , streamlining financial processes and saving valuable time in reporting. ##### Cons - Users face a **learning difficulty** with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming. - Users face a **steep learning curve** with Datarails, but support and updates ease the onboarding process over time. - Users find the **missing features** in Datarails limiting, especially regarding licenses and drill down capabilities. - Users experience a **steep learning curve** with Datarails but find support helps in overcoming initial challenges. - Users find the **backend complexity** of Datarails challenging, as tracing data points and connections can be cumbersome. #### What Are Recent G2 Reviews of Datarails? **["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13158805) **["A great FP&A tool for reporting - Great team to help Implementation"](https://www.g2.com/survey_responses/datarails-review-11074101)** **Rating:** 4.5/5.0 stars _— Daniel H._ [Read full review](https://www.g2.com/survey_responses/datarails-review-11074101) #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### [Vena](https://www.g2.com/products/vena/reviews) Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 473 #### How Do G2 Users Rate Vena? - **Reporting:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Vena? - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions 1,347 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website) 706 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Medium, 20% Large #### What Do G2 Reviewers Say About Vena? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Vena, making file creation and reporting straightforward even for Excel novices. - Users appreciate the **seamless Excel integration** of Vena, enhancing ease of use and reducing IT management needs. - Users appreciate Vena for its **single source of truth** , enabling efficient management of budgets and forecasts. - Users appreciate the **intuitive and user-friendly interface** of Vena, making finance management straightforward and accessible. - Users commend Vena for its **effective reporting capabilities** , enhancing financial planning with seamless Excel integration and support. ##### Cons - Users find the **learning difficulty** significant, especially when adjusting to advanced features and troubleshooting formulas. - Users find the **learning curve challenging** , making initial setup and mastery of Vena somewhat overwhelming. - Users find Vena has a **steep learning curve** , making initial setup and understanding challenging for newcomers. - Users find the **difficult learning** curve of Vena challenging, especially for new users and complex setups. - Users face **slow loading times** with Vena, especially when handling large templates and complex data. #### What Are Recent G2 Reviews of Vena? **["Huge Time Saver: Customizable Excel-Friendly Reporting That Streamlines Everything"](https://www.g2.com/survey_responses/vena-review-13227394)** **Rating:** 5.0/5.0 stars _— Jessica P._ [Read full review](https://www.g2.com/survey_responses/vena-review-13227394) **["A Reliable Upgrade to Our Financial Planning Process"](https://www.g2.com/survey_responses/vena-review-13377593)** **Rating:** 5.0/5.0 stars _— Dan W._ [Read full review](https://www.g2.com/survey_responses/vena-review-13377593) ### [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. **Average Rating:** 4.4/5.0 **Total Reviews:** 227 #### How Do G2 Users Rate IBM Planning Analytics? - **Reporting:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.6/10) - **Extended Planning:** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind IBM Planning Analytics? - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity 74,660 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website) 328,202 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 50% Large, 37% Medium #### What Do G2 Reviewers Say About IBM Planning Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **efficiency** of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility. - Users appreciate the **planning efficiency** of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities. - Users appreciate the **flexible analytics capabilities** of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency. - Users admire the **forecasting accuracy** of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly. - Users value the **user-friendly interface** of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting. ##### Cons - Users face a **steep initial learning curve** with IBM Planning Analytics, making setup and navigation challenging. - Users face a **steep learning curve** with IBM Planning Analytics, requiring significant training for effective usage. - Users face a **steep learning curve** with IBM Planning Analytics, making setup and usage challenging for beginners. - Users find the **complexity of setup and steep learning curve** challenging, especially for newcomers to the tool. - Users find the **difficult learning** curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support. #### What Are Recent G2 Reviews of IBM Planning Analytics? **["Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)** **Rating:** 4.5/5.0 stars _— Himanshu J._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) **["Fast TM1 Engine and Native Excel Integration for Real-Time Planning at Scale"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-13344543)** **Rating:** 4.5/5.0 stars _— 向东 ._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-13344543) #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva **Average Rating:** 4.5/5.0 **Total Reviews:** 2,130 #### How Do G2 Users Rate Workiva? - **Reporting:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Workiva? - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva 5,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website) 3,300 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Large, 28% Medium #### What Do G2 Reviewers Say About Workiva? _AI-generated summary from verified user reviews_ ##### Pros - Users find Workiva to be **super easy and intuitive to use** , making updates and reviews seamless. - Users value the **efficient collaboration** features of Workiva, enhancing teamwork and streamlining their reporting processes. - Users appreciate the **real-time collaboration** features of Workiva, enhancing team efficiency and simplifying report management. - Users praise Workiva for its **intuitive linking tool** that streamlines financial reporting and saves significant time. - Users value the **enhanced efficiency** of Workiva, making processes smoother and risk management more effective. ##### Cons - Users feel there are **missing features** in Workiva, particularly regarding integration and support for various reporting needs. - Users find Workiva's **limited functionality** frustrating, particularly lacking features like pivot tables and intuitive editing. - Users note a significant **learning curve** with Workiva, requiring time and experience to navigate the platform effectively. - Users find the **learning difficulty** challenging, especially for those who are less tech-savvy and require dedicated time. - Users find **Workiva's limitations** frustrating, especially lacking features like pivot tables and seamless Office integration. #### What Are Recent G2 Reviews of Workiva? **["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)** **Rating:** 4.5/5.0 stars _— Michelle L._ [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) **["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)** **Rating:** 4.0/5.0 stars _— Chad B._ [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) ### [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 151 #### How Do G2 Users Rate OneStream - Unified EPM? - **Reporting:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind OneStream - Unified EPM? - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** www.onestream.com - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream\_Soft 2,189 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website) 1,701 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Manufacturing, Accounting - **Company Size:** 62% Large, 28% Medium #### What Do G2 Reviewers Say About OneStream - Unified EPM? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **user-friendly interface** of OneStream, enjoying its intuitive workflows and easy learning curve. - Users value the **flexibility and extensibility** of OneStream for managing data across various needs and departments. - Users value the **flexibility** of OneStream, benefiting from its versatile and extensible EPM capabilities. - Users appreciate the **robust reporting capabilities** of OneStream, fostering creativity and connectivity across departments. - Users value the **flexibility and versatility** of OneStream, meeting diverse finance needs efficiently on a unified platform. ##### Cons - Users note a **steep learning curve** with OneStream, finding the system complex without solid background knowledge. - Users find the **steep learning curve** challenging, as some concepts aren't intuitive and require more in-depth training. - Users find the **steep learning curve** challenging, especially for non-technical individuals, requiring considerable time and effort. - Users find the **complexity** of OneStream daunting, especially with dashboarding and writing business rules without extensive knowledge. - Users find **dashboard limitations** challenging, citing difficulty in performance and lack of design flexibility. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)** **Rating:** 4.0/5.0 stars _— Damaris D._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) **["OneStream Review"](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)** **Rating:** 5.0/5.0 stars _— Tahir H._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. **Average Rating:** 4.9/5.0 **Total Reviews:** 108 #### How Do G2 Users Rate Aleph? - **Reporting:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.4/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Aleph? - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph 698 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website) 96 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Users find Aleph to have a **user-friendly interface** that simplifies data visualization and overall data management. - Users appreciate the **helpful customer support** from Aleph, enhancing their overall experience with the platform. - Users value Aleph's **seamless integrations** , enabling streamlined communication across systems and enhancing data usability and analysis. - Users value the **implementation ease** of Aleph, praising its quick setup and seamless integration into workflows. - Users find Aleph's **ease of implementation** invaluable, allowing them to quickly integrate it into their workflows. ##### Cons - Users note the **missing features** in Aleph, impacting its functionality compared to more established alternatives. - Users report encountering occasional **bugs** with Aleph, but the team promptly addresses these issues with quick resolutions. - Users experience **Excel integration issues** with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets. - Users experience **slow performance** with Aleph, citing long load times and frequent timeouts affecting usability. - Users experience **software bugs** , particularly with integrations, although the team addresses issues promptly and effectively. #### What Are Recent G2 Reviews of Aleph? **["Streamlined Financial Planning with Robust AI Features"](https://www.g2.com/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13178690) **["Financial Analysis, Budgeting, and Forecasting Made Easy"](https://www.g2.com/survey_responses/aleph-review-13188949)** **Rating:** 5.0/5.0 stars _— Mark L._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13188949) ### [Planful](https://www.g2.com/products/planful/reviews) Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 500 #### How Do G2 Users Rate Planful? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.1/10 (Category avg: 8.6/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Planful? - **Seller:** [Planful](https://www.g2.com/sellers/planful) - **Company Website:** www.planful.com - **Year Founded:** 2000 - **HQ Location:** San Francisco, CA - **Twitter:** @Planful 7,546 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 558 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Hospital & Health Care - **Company Size:** 48% Medium, 45% Large #### What Do G2 Reviewers Say About Planful? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of Planful, appreciating its user-friendly interface and fast initial setup. - Users value the **powerful reporting capabilities** of Planful, enhancing workflow and boosting productivity effectively. - Users value the **reporting efficiency** of Planful, enabling streamlined processes and enhancing overall productivity. - Users appreciate the **automation capabilities** of Planful, which streamline planning, forecasting, and reporting processes effectively. - Users appreciate the **user-friendly UI/UX** and powerful automation features of Planful, enhancing efficiency and team onboarding. ##### Cons - Users find the **steep learning curve** of Planful challenging, especially for advanced functions and initial setup. - Users find the **steep learning curve** with Planful's advanced functions to be challenging, especially for beginners. - Users find the **user interface not intuitive** , making report customization and edits challenging within Planful. - Users find the **missing features** of Planful limit functionality, particularly in reporting options and user access controls. - Users experience **slow performance** with lengthy calculation times and lag in model updating, hindering efficient data analysis. #### What Are Recent G2 Reviews of Planful? **["Intuitive Reporting and Flexible Integrations That Scale with Your Organisation"](https://www.g2.com/survey_responses/planful-review-13279169)** **Rating:** 5.0/5.0 stars _— Atanas J._ [Read full review](https://www.g2.com/survey_responses/planful-review-13279169) **["One Source of Truth for Budgeting & Forecasting with Automated, Live Reporting"](https://www.g2.com/survey_responses/planful-review-13210455)** **Rating:** 5.0/5.0 stars _— Verified User in Consumer Goods_ [Read full review](https://www.g2.com/survey_responses/planful-review-13210455) #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 123 #### How Do G2 Users Rate Fathom? - **Reporting:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 7.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Fathom? - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq 7,396 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website) 69 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant, Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 60% Small, 32% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive and powerful features** of Fathom, enhancing reporting clarity and operational efficiency. - Users find Fathom to be **incredibly user-friendly** , combining sophistication with ease for effective financial planning and reporting. - Users appreciate Fathom's **versatile reporting capabilities** , enhancing clarity and aiding in effective performance tracking. - Users highlight the **prompt and helpful customer support** of Fathom, which significantly enhances their experience. - Users appreciate the **reporting efficiency** of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making. ##### Cons - Users feel Fathom lacks essential features, particularly in **budget uploading and graphical data representation** , limiting its effectiveness. - Users find **upload issues** with Fathom frustrating, particularly when dealing with budget reports via Excel. - Users find **customization difficult** in Fathom, limiting the ability to create tailored reports and KPIs easily. - Users experience **import issues** with Fathom, finding the uploading process cumbersome and prone to data errors. - Users feel that **improvements are needed** in structuring multi-company options and visualizing financial data for better clarity. #### What Are Recent G2 Reviews of Fathom? **["User Friendly, Highly Customisable Reporting"](https://www.g2.com/survey_responses/fathom-review-13351391)** **Rating:** 4.0/5.0 stars _— Rone d._ [Read full review](https://www.g2.com/survey_responses/fathom-review-13351391) **["Fathom Makes Consolidations Easy with Exceptional Customer Support"](https://www.g2.com/survey_responses/fathom-review-13251368)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/fathom-review-13251368) ### [Martus](https://www.g2.com/products/martus/reviews) Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with leading ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, MIP, and more, plus legacy systems including Sage 100, 200, 300, Great Plains, and Aplos. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. **Average Rating:** 4.7/5.0 **Total Reviews:** 101 #### How Do G2 Users Rate Martus? - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Martus? - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** www.martussolutions.com - **Year Founded:** 2008 - **HQ Location:** Greenville, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website) 49 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 50% Medium, 31% Small #### What Do G2 Reviewers Say About Martus? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Martus, enjoying clear presentations and seamless integration in their workflows. - Users highlight the **excellent customer support** of Martus, which enhances user experience and facilitates budgeting conversations. - Users value the **seamless integrations** of Martus with accounting software, enhancing transparency and efficiency across departments. - Users value the **streamlined budgeting process** of Martus, significantly reducing time and increasing accessibility for managers. - Users appreciate the **budgeting efficiency** of Martus, significantly reducing time spent on budget preparation and management. ##### Cons - Users find the **learning curve steep** , requiring time to adapt and understand data reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time to effectively adapt to the system. - Users find Martus **complex to use** , with a confusing UI and intricate filters that can overwhelm newcomers. - Users express **confusion with the interface** , struggling with non-intuitive features and filter navigation in Martus. - Users find the **learning difficulty** of Martus challenging, needing time to understand and manipulate data effectively. #### What Are Recent G2 Reviews of Martus? **["Smooth accounting integration with easy reports, Excel exports, and great value"](https://www.g2.com/survey_responses/martus-review-13150999)** **Rating:** 5.0/5.0 stars _— Gabe R._ [Read full review](https://www.g2.com/survey_responses/martus-review-13150999) **["Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access"](https://www.g2.com/survey_responses/martus-review-13051917)** **Rating:** 5.0/5.0 stars _— Stephanie S._ [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is the Agentic Accounting & FP&A Platform that closes your books in real-time. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. Flow is built for Construction finance teams. Flow gives builders real-time visibility into the numbers that actually run a job. Connect your project management stack — like JobTread, Procore, or Buildertrend to automatically produce WIP schedules, job-costing, and Cash Flow reports, without rebuilding spreadsheets every month. Roll results up across multiple entities and locations for instant consolidated financials. Forecast Cash Flow by job so you always know which projects are making money and where you're over- or under-billed. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 #### How Do G2 Users Rate LiveFlow? - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind LiveFlow? - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website) 62 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About LiveFlow? _AI-generated summary from verified user reviews_ ##### Pros - Users find LiveFlow's **ease of use** exceptional, streamlining processes and reducing time spent on manual tasks. - Users appreciate the **time-saving benefits** of LiveFlow, streamlining reporting and data management effortlessly. - Users love the **time-saving** capabilities of LiveFlow, significantly streamlining their financial reporting processes. - Users admire the **reporting efficiency** of LiveFlow, saving significant time while enhancing report quality and usability. - Users find **efficiency improvements** with LiveFlow, significantly reducing time spent on financial reporting across multiple entities. ##### Cons - Users find the **missing drill-down features** in LiveFlow hinder their reporting efficiency and add extra workload. - Users find the **reporting process inefficient** , especially when combining multiple reports for year-over-year comparisons. - Users desire more **customization options** , feeling restricted by the limited ability to tailor reports and dashboards. - Users find the **refresh issues** challenging as version history becomes hard to navigate over time. - Users find LiveFlow to be **expensive** , especially when only using a few essential features. #### What Are Recent G2 Reviews of LiveFlow? **["Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-11110255)** **Rating:** 4.5/5.0 stars _— Zaid N._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) **["Real-Time Data Sync Revolutionizes Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-12166608)** **Rating:** 5.0/5.0 stars _— Jessica E._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. **Average Rating:** 4.6/5.0 **Total Reviews:** 113 #### How Do G2 Users Rate Pigment? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Pigment? - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** www.pigment.com - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website) 711 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 72% Medium, 20% Large #### What Do G2 Reviewers Say About Pigment? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **flexibility** of Pigment, effortlessly adapting models to changes in business needs and data. - Users love the **flexibility and multidimensionality** of Pigment, enabling adaptive modeling and comprehensive data analysis. - Users praise the **efficient customer support** of Pigment, enhancing their experience with quick and effective assistance. - Users appreciate the **ease of use** in Pigment, enjoying straightforward implementations and quick support for seamless integration. - Users value the **automation capabilities** of Pigment, enabling efficient data integration and seamless updates for forecasting. ##### Cons - Users face **data inaccuracy** issues due to limited data availability and evolving features that hinder reliable reporting. - Users find the **complex calculations and formulas** challenging, impacting the efficiency of their forecasts. - Users find the **complex setup** of Pigment challenging, desiring simpler API configurations and ownership changes. - Users face **connectivity issues** with Pigment, particularly related to data volume and location limitations affecting performance. - Users find the **formula limitations** challenging, noting complexity and a need for easier API setup options. #### What Are Recent G2 Reviews of Pigment? **["Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"](https://www.g2.com/survey_responses/pigment-review-12511185)** **Rating:** 5.0/5.0 stars _— Maria M._ [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) **["Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"](https://www.g2.com/survey_responses/pigment-review-12723711)** **Rating:** 4.5/5.0 stars _— Gowtham R._ [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) ### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.6/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Intuit Enterprise Suite? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) #### Who Is the Company Behind Intuit Enterprise Suite? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Construction - **Company Size:** 70% Small, 28% Medium #### What Do G2 Reviewers Say About Intuit Enterprise Suite? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Intuit Enterprise Suite, significantly streamlining workflows and saving valuable time. - Users highlight the **streamlined workflow** of Intuit Enterprise Suite, saving significant time on data entry and management. - Users appreciate the **easy access** Intuit Enterprise Suite offers, enhancing workflow and saving significant time. - Users highlight the **easy management** of Intuit Enterprise Suite, enjoying streamlined workflows and significant time savings. - Users value the **feature-rich capabilities** of Intuit Enterprise Suite, enhancing financial management and efficiency for multiple businesses. ##### Cons - Users experience **slow loading times** for reports, complicating tasks and leading to frustration with the system's performance. - Users find the **complex features** overwhelming at times, especially when performing simple tasks and waiting for reports to load. - Users find the **complex usability** overwhelming, especially when attempting simple tasks, with slow report loading times. - Users find the **overwhelming features** of Intuit Enterprise Suite can complicate simple tasks and slow report loading. - Users face **frustrating merge issues** when managing data across multiple classes, leading to delays and complications. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)** **Rating:** 4.5/5.0 stars _— Elaine S._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869) **["WIP Used to Be a Monthly Mystery Novel. Now IES Just Hands Me the Ending."](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285)** **Rating:** 5.0/5.0 stars _— Rhiannon P._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13273285) ### [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 219 #### How Do G2 Users Rate Prophix Software? - **Reporting:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prophix Software? - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix 1,990 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website) 577 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Medium, 37% Large #### What Do G2 Reviewers Say About Prophix Software? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prophix incredibly **easy to use** , benefiting from intuitive design and excellent support for all skill levels. - Users value the **adhoc reporting capabilities** of Prophix, enhancing efficiency and simplifying the monthly reporting process. - Users commend the **automated data consolidation** in Prophix, enhancing accessibility and accuracy for financial management. - Users highlight the **reporting efficiency** of Prophix, streamlining processes and enhancing self-service capabilities for better management. - Users find Prophix Software to be **time-saving** , simplifying data gathering and enhancing workflow efficiency for all departments. ##### Cons - Users experience **slow performance** with Prophix, especially when loading complex reports, impacting efficiency and workflow. - Users find the **steep learning curve** of Prophix Software daunting, complicating initial setup and data integration. - Users find Prophix Software has a **steep learning curve** , requiring significant time and training to fully grasp. - Users may struggle with the **steep learning curve** of Prophix, requiring significant time and training to master. - Users face challenges due to the **limited functionality** of Prophix Software, restricting their reporting and customization needs. #### What Are Recent G2 Reviews of Prophix Software? **["Easy-to-Use Prophix with Tremendous Support"](https://www.g2.com/survey_responses/prophix-software-review-13237427)** **Rating:** 4.5/5.0 stars _— Mike M._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-13237427) **["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)** **Rating:** 5.0/5.0 stars _— James W._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment - ‹ Prev ‹ Prev - 1 - [2](/categories/fp-a-financial-planning-analysis?order=g2_score&page=2#product-list) - [3](/categories/fp-a-financial-planning-analysis?order=g2_score&page=3#product-list) - [4](/categories/fp-a-financial-planning-analysis?order=g2_score&page=4#product-list) - [5](/categories/fp-a-financial-planning-analysis?order=g2_score&page=5#product-list) - … - [21](/categories/fp-a-financial-planning-analysis?order=g2_score&page=21#product-list) - [22](/categories/fp-a-financial-planning-analysis?order=g2_score&page=22#product-list) - [Next › Next ›](/categories/fp-a-financial-planning-analysis?order=g2_score&page=2#product-list) Spotlight Categories [Background Check Software](https://www.g2.com/categories/background-check) [Compensation Management Software](https://www.g2.com/categories/compensation-management) [Conversation Intelligence Software](https://www.g2.com/categories/conversation-intelligence) [Auto Dialer Software](https://www.g2.com/categories/auto-dialer) [Live Chat Software](https://www.g2.com/categories/live-chat) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated April 9, 2026 FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. Top Tools at a Glance | Product | Best for | User Review | | --- | --- | --- | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_517cee48d5c61ab3a3a6863407369c44/anaplan.jpeg "Product Avatar Image")](https://www.g2.com/products/anaplan/reviews)[Anaplan](https://www.g2.com/products/anaplan/reviews)[4.6/5(464)](https://www.g2.com/products/anaplan/reviews) | Multi-dimensional driver-based planning with real-time calculation | "Real-Time, Flexible Modeling That Speeds Up Decision-Making" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ee74cc542892f17dc5873ec632e4f9aa/datarails.png "Product Avatar Image")](https://www.g2.com/products/datarails/reviews)[Datarails](https://www.g2.com/products/datarails/reviews)[4.6/5(373)](https://www.g2.com/products/datarails/reviews) | Excel-native consolidation with live ERP integration | "Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b2b0e1f3339e386d182b694e59794ae7/vena.jpg "Product Avatar Image")](https://www.g2.com/products/vena/reviews)[Vena](https://www.g2.com/products/vena/reviews)[4.5/5(480)](https://www.g2.com/products/vena/reviews) | Excel-native budgeting with centralized database control | "Endless Solution for Finance professionals" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24bb2b0b5af8e7d875ea09d767bcb097/ibm-planning-analytics.jpg "Product Avatar Image")](https://www.g2.com/products/ibm-planning-analytics/reviews)[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)[4.4/5(262)](https://www.g2.com/products/ibm-planning-analytics/reviews) | TM1-powered multidimensional planning with Excel integration | "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_eb1c3f9803c733f5a009095d7a69001c/workiva-workiva.png "Product Avatar Image")](https://www.g2.com/products/workiva-workiva/reviews)[Workiva](https://www.g2.com/products/workiva-workiva/reviews)[4.5/5(2,147)](https://www.g2.com/products/workiva-workiva/reviews) | Linked financial reporting with audit trails | "Streamlined Reporting with Excel Integration" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_992940c2b3cb4d56fb6f644e038fc96a/onestream-unified-epm.png "Product Avatar Image")](https://www.g2.com/products/onestream-unified-epm/reviews)[OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)[4.6/5(162)](https://www.g2.com/products/onestream-unified-epm/reviews) | Multi-ERP consolidation with extensible dimensionality | "OneStream Review" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cab151f69c3b86f239f480e2bb71db79/getaleph.png "Product Avatar Image")](https://www.g2.com/products/getaleph/reviews)[Aleph](https://www.g2.com/products/getaleph/reviews)[4.9/5(108)](https://www.g2.com/products/getaleph/reviews) | Excel-native FP&A with ERP data automation | "Financial Analysis, Budgeting, and Forecasting Made Easy" | | [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cbd7648404f56d89a63a63d0591a135d/planful.png "Product Avatar Image")](https://www.g2.com/products/planful/reviews)[Planful](https://www.g2.com/products/planful/reviews)[4.3/5(509)](https://www.g2.com/products/planful/reviews) | Excel-native consolidation with multi-ERP drill-through | "One Source of Truth for Budgeting & Forecasting with Automated, Live Reporting" | * * * Show More ### FP&A (Financial Planning & Analysis) Topics - [FP&A Software software buying insights at a glance](#fp-a-software-software-buying-insights-at-a-glance) - [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers) - [What are the top-reviewed FP&A Software on G2?](#what-are-the-top-reviewed-fp-a-software-on-g2) - [What I Often See in FP&A Software](#what-i-often-see-in-fp-a-software) - [My Expert Takeaway on FP&A Software](#my-expert-takeaway-on-fp-a-software) - [FP&A Software FAQs](#fp-a-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) [ ### FP&A (Financial Planning & Analysis) Topics Expand/Collapse ](#) - [FP&A Software software buying insights at a glance](#fp-a-software-software-buying-insights-at-a-glance) - [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers) - [What are the top-reviewed FP&A Software on G2?](#what-are-the-top-reviewed-fp-a-software-on-g2) - [What I Often See in FP&A Software](#what-i-often-see-in-fp-a-software) - [My Expert Takeaway on FP&A Software](#my-expert-takeaway-on-fp-a-software) - [FP&A Software FAQs](#fp-a-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) ## Learn More About FP&A Software ### FP&A Software software buying insights at a glance [FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. The strongest FP&A platforms back this up with real integration depth into the business tools and workflows finance teams already run — [Datarails](https://www.g2.com/products/datarails/reviews) connects to more than 600 accounting, ERP, CRM, banking, and HRIS systems, [Aleph](https://www.g2.com/products/getaleph/reviews) pulls data through 150+ connectors including NetSuite, HiBob, and Salesforce, and reviewers consistently point to how these connections eliminate manual export-and-reconcile work every close. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making. Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. That combination is exactly what lets the best FP&A platforms achieve rapid deployment and adoption across finance organizations. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment. Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership. Based on G2 reviews, finance and FP&A teams evaluate FP&A software by comparing modeling flexibility, integration depth with ERP and CRM systems, and reporting automation. ### Top 5 FAQs from software buyers: - How do FP&A software solutions improve financial visibility and planning accuracy? - What features should teams evaluate when choosing the best FP&A software? - How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling? - How scalable is FP&A software for organizations managing multi-entity operations or global teams? G2’s top-rated FP&A 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) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews). ### What are the top-reviewed FP&A Software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 214 - Satisfaction: 98 - Market Score: 83 - G2 score: 90 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 143 - Satisfaction: 71 - Market Score: 99 - G2 score: 85 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 163 - Satisfaction: 97 - Market Score: 70 - G2 score: 83 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 178 - Satisfaction: 93 - Market Score: 68 - G2 score: 80 [Datarails](https://www.g2.com/products/datarails/reviews) - Number of Reviews: 133 - Satisfaction: 96 - Market Score: 63 - G2 score: 80 Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in FP&A Software #### Feedback Pros: What Users Consistently Appreciate - **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning** - “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review - **Unified planning with strong scenario analysis and supplier insights** - “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review - **Real-time collaboration, audit trails, and unified reporting** - “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review #### Cons: Where Many Platforms Fall Short - **Complex implementation with support dependency and limited bank integrations** - “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review - **Complex initial setup with steep learning curve and onboarding challenges** - “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review - **High implementation costs with ongoing maintenance and expertise requirements** - “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review ### My Expert Takeaway on FP&A Software FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight. Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes. Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams. The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations. ### FP&A Software FAQs #### **How to use trial versions of FP&A software?** Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation. #### **What are the top-rated FP&A tools with forecasting and scenario modeling?** Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates. #### **What are the best FP&A solutions for hybrid services and product-based businesses?** FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework. #### **What FP&A software is best for a multi-entity, international SaaS company?** For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems. #### **What are the affordable FP&A platforms for startups or SMBs?** Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators. ### Most Popular FAQs #### Which FP&A software has the best reviews? Across the category, the most trusted [FP&A software](https://www.g2.com/categories/fp-a-financial-planning-analysis) in user reviews tends to be the platforms that keep finance teams working in familiar spreadsheet logic while adding real structure underneath, reliability that matters just as much to the operations and technology leaders who sign off on these tools as it does to finance. - [Aleph](https://www.g2.com/products/getaleph/reviews): Carries a strong review base at a near-perfect rating, with actuals pulled straight from systems like NetSuite into a spreadsheet, removing the manual export-and-reconcile work every close cycle. - [Joiin](https://www.g2.com/products/joiin/reviews): A solid review base backs up consistently high satisfaction, with clear target-versus-actual visuals that stay viewer-friendly across the organization. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): A large enterprise-focused review base holds a strong rating, with one platform that keeps expanding rather than requiring separate tools bolted together. #### What is the ROI of AI in financial planning and analysis (FP&A) software? The clearest ROI signal shows up where AI tools plug directly into existing workflows rather than requiring a separate system to manage. - [Datarails](https://www.g2.com/products/datarails/reviews): An AI connector added directly to the platform pushes productivity and creativity further, letting finance teams build new reports and enhance data without starting from scratch. - [Aleph](https://www.g2.com/products/getaleph/reviews): Integrations with AI tools are fast and hassle-free, which keeps the learning curve manageable even for a one-person finance team managing several data sources at once. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): An AI-driven approach across a single expanding platform gives finance and management teams a clear reason to look forward to what's coming next. #### What is the typical implementation timeline for FP&A software deployment? Implementation timelines vary widely in this category, and the pattern isn't simply "faster is better"; it depends on what the organization needs the platform to do. - [Joiin](https://www.g2.com/products/joiin/reviews): The largest share of reviewers reporting a fast go-live use this platform, with a near-perfect satisfaction score to match. - [Aleph](https://www.g2.com/products/getaleph/reviews): Also reports a high share of fast implementations, consistent with its spreadsheet-first design requiring less structural setup upfront. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Reviewers here report some of the longest implementation timelines in the category, yet satisfaction stays high, a sign that organizations choosing it are trading speed for the depth a unified enterprise platform provides. #### Which FP&A tools best support real-time dashboards for executive reporting? The platforms that stand out here treat dashboards as a core feature rather than a static export tacked onto a planning model. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews): Highly customizable dashboards deliver real-time reporting and visualization that cover many use cases that would traditionally require a dedicated BI platform. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards help users see different financial statements quickly, with an Excel add-in that keeps the reporting layer familiar for finance teams. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Reports build quickly with drilldown into the details behind the numbers, and daily automatic imports keep executive-facing figures current without manual refreshes. #### How long does it take to see ROI from FP&A software? The clearest payoff tends to show up fast, often within the first few months of going live, rather than requiring a long runway before the investment pays off. - [Aleph](https://www.g2.com/products/getaleph/reviews): Reviewers report being live and able to answer board-level questions with confidence within two weeks of implementation, with planning, budgeting, and reporting workloads cut by roughly half once fully onboarded. - [Datarails](https://www.g2.com/products/datarails/reviews): Users describe saving the equivalent of close to one full-time employee's worth of effort per month once integrations are in place and running. - [Joiin](https://www.g2.com/products/joiin/reviews): Reviewers who report a quick go-live also tend to have some of the highest satisfaction scores in the category, indicating that the efficiency benefits begin immediately once the platform is operational rather than after several months. ### Small Business FAQs #### What is the best FP&A software for startups? Startups evaluating FP&A tools tend to prioritize something a lean finance function can run without a dedicated system administrator. - [Aleph](https://www.g2.com/products/getaleph/reviews): Among small business reviewers, it posts one of the strongest satisfaction scores in the category, with QuickBooks, Snowflake, Stripe, and Greenhouse data landing in one trusted layer for a one-person finance team. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Strong satisfaction among smaller organizations backs up a tool designed to get real reporting value without a heavy implementation. - [Martus](https://www.g2.com/products/martus/reviews): High satisfaction scores among small business reviewers pair with support ratings that are the strongest in this data set. #### Which FP&A software is the most user-friendly for small finance teams? Ease of use matters most at this stage, since the person building the model is often also the one presenting it to leadership. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Posts strong ease-of-use scores among small business reviewers, letting a small team fetch data and build reports quickly without a steep learning curve. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Also rates highly on ease of use, keeping the spreadsheet-native workflow small finance teams already know intact. - [Martus](https://www.g2.com/products/martus/reviews): A strong ease-of-use score is backed by support reviewers rate as the best in the category. #### Which FP&A tool is easiest to set up for small teams? Setup speed is one of the more differentiated ratings in this category, and small teams generally do best with something productive well before it needs to prove its worth. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Posts some of the strongest setup scores among small business reviewers in this data set. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): A strong setup score pairs with daily automatic data imports that keep the system current without ongoing manual work. - [Joiin](https://www.g2.com/products/joiin/reviews): A large small-business review base backs up consistently strong setup scores, with mapping and functions that stay under the team's own control. #### Which FP&A tool is best for small teams that want to stay in spreadsheets? A distinct pattern in this category is finance teams who want structured planning without giving up the spreadsheet interface they already know. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Built to work directly inside existing spreadsheets, rather than asking a small team to learn an entirely new interface. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Keeps live data connected inside a spreadsheet environment, which matters most for teams that have no interest in switching tools. - [Aleph](https://www.g2.com/products/getaleph/reviews): Delivers the flexibility of Excel and Sheets while pulling actuals directly from source systems, avoiding the export-and-reconcile cycle small teams usually dread. ### Enterprise FAQs #### What is best-rated FP&A software for large enterprises? Within the Enterprise segment of this category, a smaller set of platforms have the review volume from large organizations to back up a strong rating. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Carries the largest enterprise review base in this category, holding a strong rating even at that scale. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): A solid enterprise review base backs up strong satisfaction, with audit trails and access controls that matter more as organization size grows. - [Anaplan](https://www.g2.com/products/anaplan/reviews): A substantial enterprise review base holds a solid rating, consistent with its reputation for connecting planning across multiple functions on one platform. #### What is the most reliable FP&A tool for enterprises? Reliability at this scale tends to come down to support responsiveness, since a large organization needs fast answers when a consolidated model touches many business units at once. - [Datarails](https://www.g2.com/products/datarails/reviews): Support ratings are the strongest in this data set among enterprise reviewers, even with a smaller enterprise-scale sample so far. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Support scores stay strong across a substantial enterprise review base, consistent with the audit trails and validation checks that reduce manual work. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Holds solid support ratings across the largest enterprise review base in the category. #### Which FP&A platform is best for multi-entity consolidation at enterprise scale? Large enterprises consolidating many business units need a platform built to unify data across functions, not just roll up numbers from separate spreadsheets. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Purpose-built as a unified platform that keeps expanding to connect departments to one database despite often different reporting needs. - [Anaplan](https://www.g2.com/products/anaplan/reviews): Dimensional modeling connects planning across multiple functions in a single platform, linking headcount, compensation, and workforce data rather than managing them separately. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Seamless integration with enterprise systems and the ability to generate multiple reports from a single data source support consolidation across many linked documents at once. #### Which FP&A platform offers the strongest executive reporting at enterprise scale? At this scale, executive reporting needs to stay accurate and auditable across many contributors, not just visually polished for one team. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Real-time collaboration tools, validation checks, and audit trails keep information current and consistent for stakeholders reviewing linked reports across the organization. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards built on top of an Excel add-in scale up cleanly as more departments feed into the same reporting layer. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on March 18, 2026**