# Best FP&A Software - Page 11

## How Many FP&A Software Products Does G2 Track?

**Total Products under this Category:** 276

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank FP&A Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 15,400+ Authentic Reviews
- 276+ 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**

### SAS Viya

SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control.

[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=2026-08-07T18%3A22%3A28Z&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=1327283&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%3Fmetadata_cid%3D1602809%26page%3D11&secure%5Btoken%5D=aba03095b00e8c7da8a02372be15c36c0ba516326a1cdc51f62e981e8413cc55&secure%5Burl%5D=https%3A%2F%2Fwww.sas.com%2Fgms%2Fredirect.jsp%3Fdetail%3DPLN73455_275629423&secure%5Burl_type%5D=custom_url)

### [Toolpack One](https://www.g2.com/products/toolpack-one/reviews)

Toolpack One is an FP&A platform built for Danish businesses with 20-500 employees. It automates budgeting, forecasting, monthly reporting, cash flow analysis and group consolidation — with data pulled directly from your ERP system via API. The platform integrates with e-conomic (Visma), Uniconta and Microsoft Dynamics 365 Business Central, automatically syncing financial and sales data to a cloud-based platform. From there, you work with ready-made templates - familiar tools with no learning curve. KPI Buddy, the built-in AI assistant, lets you query your financial data in natural language. Ask questions like "Compare sales costs Q1 2025 vs Q1 2026" or "Show budget variance for March" and get answers with tables, charts and drill-down to individual ledger entries. Key capabilities: - Operational budgeting with AI-generated budget proposals from historical data - Forecasts with automatic actuals integration - Automated monthly reporting for management, board and bank - Cash flow analysis with scenario simulation - Group consolidation across multiple ERP systems and currencies - KPI Buddy AI assistant for natural language data analysis Founded in 2002, Toolpack Solutions is a Microsoft Solutions Partner and has helped 3,000+ businesses across Denmark, Iceland and Greenland with financial planning and analysis. Pricing starts at DKK 1,500/month (approx. USD 215/month) with onboarding from DKK 10,000. Enterprise with group consolidation starts at DKK 3,500/month.

**Average Rating:** 5.0/5.0

**Total Reviews:** 1

#### Who Is the Company Behind Toolpack One?

- **Seller:** [Toolpack Solutions](https://www.g2.com/sellers/toolpack-solutions-a701350c-58be-4061-a215-48ca6e9a5d85)
- **Year Founded:** 2002
- **HQ Location:** København S, DK
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7c8c560afbb5e5381986f96d6542fd8096d82fb33b41376bedd12fbfe4b48444&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftoolpack-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

#### What Are Recent G2 Reviews of Toolpack One?

**["Effortless Integration and Exceptional Financial Support"](https://www.g2.com/survey_responses/toolpack-one-review-12523804)**

**Rating:** 5.0/5.0 stars

_— Christian P._

[Read full review](https://www.g2.com/survey_responses/toolpack-one-review-12523804)

### [WiseCash](https://www.g2.com/products/wisecash/reviews)

Lightweight cash-flow forecasting for small businesses

**Average Rating:** 4.5/5.0

**Total Reviews:** 1

#### Who Is the Company Behind WiseCash?

- **Seller:** [LoGeek](https://www.g2.com/sellers/logeek)
- **HQ Location:** N/A
- **Twitter:** @wisecashhq  
78 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 100% Small

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

**["Wise indeed"](https://www.g2.com/survey_responses/wisecash-review-5126841)**

**Rating:** 4.5/5.0 stars

_— Eros C._

[Read full review](https://www.g2.com/survey_responses/wisecash-review-5126841)

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

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

### [3v.app](https://www.g2.com/products/3v-app/reviews)

TRUSTED NAVIGATION SYSTEM TO CONFIDENTLY MOVE YOUR BUSINESS TOWARDS YOUR GOALS

#### Who Is the Company Behind 3v.app?

- **Seller:** [Trivium](https://www.g2.com/sellers/trivium)
- **HQ Location:** Amsterdam, North Holland, Netherlands
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c526aca5db5113d8938b6dd8aaa08aff6c35d4123da7b5dd3e81b6379a2b24a2&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrivium-packaging&secure%5Burl_type%5D=linkedin_company_website)  
2,724 employees on LinkedIn®

### [AARO](https://www.g2.com/products/aaro/reviews)

AARO is your Partner in Group Reporting. We help you to make your group reporting a non-event. AARO is since August 2024 officially ISO27001 certified.

#### Who Is the Company Behind AARO?

- **Seller:** [Aico](https://www.g2.com/sellers/aico)
- **Year Founded:** 2008
- **HQ Location:** Espoo, FI
- **Twitter:** @aico  
82 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a809aaa910d292dfb1eef016fe423662a68712c10c47c12c4debf14dfc79bbab&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Faicoai%2F&secure%5Burl_type%5D=linkedin_company_website)  
17 employees on LinkedIn®

### [ActiveMetrics](https://www.g2.com/products/activemetrics/reviews)

ActiveMetrics is a business performance management software that monitors and reports corporate performances.

#### Who Is the Company Behind ActiveMetrics?

- **Seller:** [TeamQuest](https://www.g2.com/sellers/teamquest)
- **HQ Location:** Eden Prairie, US
- **Twitter:** @TeamQuest\_Corp  
3,326 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dc35b82a1c8dc3d25f0baa190554ddab56d530c99dfc134038201f775fd252f8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffortra&secure%5Burl_type%5D=linkedin_company_website)  
1,643 employees on LinkedIn®

### [Adfinity](https://www.g2.com/products/adfinity/reviews)

Our financial ERP software cleverly automates numerous time-consuming accounting tasks, from automatically recognizing and processing invoices to a seamless link with your bank.

#### Who Is the Company Behind Adfinity?

- **Seller:** [EASI](https://www.g2.com/sellers/easi)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Adlega](https://www.g2.com/products/adlega/reviews)

Adlega is an AI CFO for founders with no finance background. Describe your business in plain language and Adlega's deterministic engine builds a complete 3-statement SaaS financial model: profit and loss, balance sheet, and cash flow, with forecasts, headcount planning, and what-if scenarios. The numbers are computed by a rigorous mathematical model rather than guessed by AI, so founders get investor-ready projections they can trust.

#### Who Is the Company Behind Adlega?

- **Seller:** [Adlega](https://www.g2.com/sellers/adlega)
- **Year Founded:** 2023
- **HQ Location:** Palo Alto, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=845cad8a9a44c43a4053f8e95e9f4c3b60234dcfee1ed8086b5c5ae9ae056d5c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fadlega&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Advisor](https://www.g2.com/products/human-ready-advisor/reviews)

Advisor is an agentic FP&A and decision intelligence platform for large enterprises. It connects to existing ERP, BI, and planning systems, structures the data into a governed multi-dimensional model, and runs analysis, forecasting, and recommendation workflows on top of it. The platform pairs a deterministic calculation engine with language models used for interpretation and reasoning. Calculations are reproducible, assumptions are explicit, and outputs trace back to source data. Core modules: Ask: natural language questions return slide-ready answers with charts, stated assumptions, and written interpretation Optimize: identifies improvement initiatives from the data, sizes their value, prioritizes them, and builds resource-constrained implementation roadmaps Report: P&L reports, storyline presentations, dashboards, and memos generated without manual formatting Explore: pivot-style exploratory analysis for users building custom views Typical use cases include rolling forecasting, variance analysis against budget and prior year, driver-tree decomposition, scenario and what-if modelling, spend analysis and vendor segmentation, cost synergy capture in post-merger integration, and initiative tracking. Advisor is used by finance, procurement, strategy, and transformation teams in companies between €200M and €5B in revenue, typically running SAP or Oracle with spreadsheet-based planning. Implementation runs 8 to 14 weeks including data integration and knowledge base configuration, with Human Ready building the initial ETL pipeline during onboarding. Delivered as a cloud subscription, priced per user.

#### Who Is the Company Behind Advisor?

- **Seller:** [Human Ready](https://www.g2.com/sellers/human-ready)
- **Year Founded:** 2022
- **HQ Location:** Lisboa, PT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9771dc1a34d0972a5ab03f54551ba85ffdbcb5a414722fc56d3433326b63359b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhumanready&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Advisor by Human Ready](https://www.g2.com/products/advisor-by-human-ready/reviews)

Advisor is an agentic FP&A and decision intelligence platform for large enterprises. It connects to existing ERP, BI, and planning systems, structures the data into a governed multi-dimensional model, and runs analysis, forecasting, and recommendation workflows on top of it. The platform pairs a deterministic calculation engine with language models used for interpretation and reasoning. Calculations are reproducible, assumptions are explicit, and outputs trace back to source data. Core modules: Ask: natural language questions return slide-ready answers with charts, stated assumptions, and written interpretation Optimize: identifies improvement initiatives from the data, sizes their value, prioritizes them, and builds resource-constrained implementation roadmaps Report: P&L reports, storyline presentations, dashboards, and memos generated without manual formatting Explore: pivot-style exploratory analysis for users building custom views Typical use cases include rolling forecasting, variance analysis against budget and prior year, driver-tree decomposition, scenario and what-if modelling, spend analysis and vendor segmentation, cost synergy capture in post-merger integration, and initiative tracking. Advisor is used by finance, procurement, strategy, and transformation teams in companies between €200M and €5B in revenue, typically running SAP or Oracle with spreadsheet-based planning. Implementation runs 8 to 14 weeks including data integration and knowledge base configuration, with Human Ready building the initial ETL pipeline during onboarding. Delivered as a cloud subscription, priced per user.

#### Who Is the Company Behind Advisor by Human Ready?

- **Seller:** [Human Ready](https://www.g2.com/sellers/human-ready)
- **Year Founded:** 2022
- **HQ Location:** Lisboa, PT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9771dc1a34d0972a5ab03f54551ba85ffdbcb5a414722fc56d3433326b63359b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhumanready&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Alex Handsaker](https://www.g2.com/products/alex-handsaker/reviews)

Clevenue helps revenue teams to scenario test & capacity plan without the need for spreadsheets, helping to avoid over hiring & over spending on their commercial teams

#### Who Is the Company Behind Alex Handsaker?

- **Seller:** [Clevenue](https://www.g2.com/sellers/clevenue)
- **Year Founded:** 2022
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28a311ebdaed110c3bfb932ef268f05e9f477169b9b2e2c59ad75bc459b42539&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclevenue&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [Alpyne](https://www.g2.com/products/alpyne/reviews)

Alpyne is a financial data integration and workflow management platform designed for fractional CFOs, accounting professionals, and finance teams. It consolidates client data from multiple systems—such as accounting software, CRMs, and payment processors—into a single hub, automatically standardizing it into a consistent format for reporting, modeling, and analysis. Alpyne is an FP&A (Financial Planning & Analysis) and business intelligence tool, with a focus on simplifying the operational complexity of managing multiple client environments. The primary use case for Alpyne is to reduce the manual effort required to collect, clean, and interpret financial data across different systems. Fractional CFOs often work with multiple clients who use a wide range of tools (e.g., QuickBooks, Xero, NetSuite, Stripe, Salesforce, HubSpot). Each system exports data differently, making it difficult to build accurate models or provide timely insights. Alpyne automates these processes, enabling finance professionals to deliver real-time dashboards, rolling forecasts, and standardized reporting without needing to build everything from scratch each month. Key features and benefits include: • Centralized Data Hub: Connects to accounting platforms, CRMs, payment processors, and other business systems, eliminating the need to log into multiple portals or download separate files. • Automated Data Standardization: Conforms incoming information to a GAAP-aligned structure, reducing errors and the need for manual reformatting. • Dynamic Dashboards and Reporting: Provides pre-configured and customizable dashboards, giving both CFOs and clients immediate access to real-time insights. • Spreadsheet Synchronization: Syncs live data directly into Google Sheets, allowing users to continue working in familiar templates while maintaining accuracy and timeliness. • Financial Modeling and Forecasting: Supports rolling forecasts, budgets, and scenario planning, integrating directly with client ledgers for consistency. • Workflow Management: Enables CFOs to manage client engagements, reporting cycles, and portfolio-wide views in one interface, supporting scalability and consistency. Alpyne is most relevant for: • Independent fractional CFOs managing a small portfolio of clients who want to reduce manual data wrangling. • Mid-sized CFO firms that require standardized processes and consistency across dozens of clients. • Larger finance organizations or CPA firms expanding into advisory services, looking to scale their offerings beyond traditional bookkeeping or audit. By replacing fragmented, repetitive workflows with a continuously updated system, Alpyne helps finance professionals spend less time on administrative tasks and more time on higher-value strategic work. It provides the infrastructure for CFOs to scale, deliver consistent insights, and respond quickly to client needs, while maintaining confidence in the accuracy of financial data.

#### Who Is the Company Behind Alpyne?

- **Seller:** [Alpyne](https://www.g2.com/sellers/alpyne)
- **Year Founded:** 2021
- **HQ Location:** Salt Lake City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9a715d65b4c1dc448a8027c9f780f805aef0935370341cd51f0efd3e0c0f8192&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetalpyne%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [AMOS Business Management Solution](https://www.g2.com/products/amos-business-management-solution/reviews)

Business performance management solution that helps users manage financial statements, monitor KPIs, handle business planning, etc.

#### Who Is the Company Behind AMOS Business Management Solution?

- **Seller:** [Optimum Info](https://www.g2.com/sellers/optimum-info)
- **Year Founded:** 2009
- **HQ Location:** Irvine, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=99ec8b36b8fdbd7f511fcaad6f2469ec0ae79480bea075d4dac210aa20816030&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foptimuminfo&secure%5Burl_type%5D=linkedin_company_website)  
130 employees on LinkedIn®

### [ARC](https://www.g2.com/products/arc-intelligence-arc/reviews)

AI-powered financial technology platform developed by Arc for the private credit and lending markets.

#### Who Is the Company Behind ARC?

- **Seller:** [ARC Intelligence](https://www.g2.com/sellers/arc-intelligence)
- **Year Founded:** 2024
- **HQ Location:** Berlin, DE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=906405f20656c6e550ef897b273e7e2c8b25c703d21677d42eeb40d3bc0bd9db&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Farc-intel&secure%5Burl_type%5D=linkedin_company_website)  
12 employees on LinkedIn®

### [Autocash](https://www.g2.com/products/autocash/reviews)

Autocash.ai is a fintech platform that offers AI‑powered cash flow and working capital management solutions tailored for finance teams. It enables businesses to forecast, analyze, and automate cash-related operations across multiple entities.

#### Who Is the Company Behind Autocash?

- **Seller:** [Autocash AI](https://www.g2.com/sellers/autocash-ai)
- **HQ Location:** Scarsdale, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=73a8c39bcf6023f8445d565b69df3bfb0bae733d6f2a43b5bc2458a114409d21&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fautocashai&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [Axiom by Syntellis Performance Solutions](https://www.g2.com/products/axiom-by-syntellis-performance-solutions/reviews)

Syntellis Performance Solutions provides innovative enterprise performance management software, data and analytics solution for healthcare organizations, financial institutions, and higher education institutions. Axiom arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, and more so they can analyze results, model the future, and make more strategic decisions. Our solutions include enterprise planning, cost and decision support, and financial and clinical analytics tools to elevate healthcare organizational performance and transform vision into reality. Our powerful budgeting, financial planning, and analytics solutions help colleges and universities elevate financial performance and transform vision into reality. Our powerful budgeting and planning, profitability and analytics solutions help financial institutions elevate organizational performance and transform vision into reality. With over 2,800 organizations and 450,000 users relying on our software combined with No. 1 rankings from Black Book Research and HFMA Peer Review designation for 6 consecutive years, our proven industry expertise helps healthcare providers acquire insights, accelerate decisions and advance their business plans. With leading higher education institutions using our flexible, powerful, intuitive Axiom software to manage nearly $60 billion in revenue and $100 billion in endowments combined with top satisfaction rankings from BPM partners for the past 8 years, our proven industry expertise helps college and universities acquire insights, accelerate decisions and advance their business plans. With hundreds of leading banks, credit unions, and farm credit associations using our Axiom solutions to manage nearly $1 trillion in assets combined with top satisfaction rankings from BPM partners for the past 9 years, our proven industry expertise helps financial institutions acquire insights, accelerate decisions and advance their business plans. For more information, please visit www.syntellis.com.

#### Who Is the Company Behind Axiom by Syntellis Performance Solutions?

- **Seller:** [Strata Decision Technology](https://www.g2.com/sellers/strata-decision-technology)
- **Year Founded:** 1996
- **HQ Location:** Chicago, IL
- **Twitter:** @StrataDecision  
401 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c74192dda503cbdff96790cba827df7b73380e3107934decd6edd9f947eb581b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstrata-decision-technology%2F&secure%5Burl_type%5D=linkedin_company_website)  
719 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst
- **Top Industries:** Hospital & Health Care, Banking
- **Company Size:** 50% Large

#### What Are G2 Users Discussing About Axiom by Syntellis Performance Solutions?

- [How much does Axiom software cost?](https://www.g2.com/discussions/how-much-does-axiom-software-cost)
- [What is Syntellis?](https://www.g2.com/discussions/what-is-syntellis)
- [What is Axiom reporting tool?](https://www.g2.com/discussions/what-is-axiom-reporting-tool)

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[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.

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