Top Free Financial Analysis Software - Page 2

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 253

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Jedox (+0.51%) - Among all products in this category, Jedox recorded the largest rating increase compared to last month

Last updated: October 16, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 9,000+ Authentic Reviews
  • 253+ 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 Financial Analysis Software

G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence

Highlighted products: Datarails, D&B Finance Analytics Credit Intelligence, DualEntry, Vena, Velixo, Fathom, Aleph, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=dualentry&focus%5B%5D=vena&focus%5B%5D=velixo&focus%5B%5D=fathom&focus%5B%5D=getaleph&focus%5B%5D=liveflow)

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

  • Custom Reports: 9.7/10 (Category avg: 8.7/10)
  • Report Types: 9.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • Twitter: @Clockwork_AI
    118 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users highlight the intuitive and powerful capabilities of Clockwork.ai, making financial modeling seamless and efficient.
  • Users love the customizability of Clockwork.ai, enabling tailored solutions for diverse business needs with ease.
  • Users love the customization features of Clockwork.ai, enabling personalized solutions with ease and efficiency.
Cons
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Syft

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

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

  • Custom Reports: 8.7/10 (Category avg: 8.7/10)
  • Report Types: 9.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Syft?

  • Seller: Syft Analytics
  • Year Founded: 2016
  • HQ Location: Wilmington, US
  • Twitter: @Syft_Analytics
    511 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and versatile reporting of Syft, praising its effectiveness in decision-making and time-saving features.
  • Users value the easy integrations of Syft, which streamline processes, save time, and enhance productivity.
  • Users highlight the ease of integration with Quickbooks and comprehensive reporting options, enhancing financial management efficiency.
  • Users value the seamless integrations of Syft, enhancing efficiency and making financial management easier for all.
  • Users value Syft's reporting efficiency, which automates processes and saves time during month-end closings.
Cons
  • Users experience connectivity issues requiring reliance on Excel uploads and struggling to sync budget forecasting.
  • Users find customization difficult for reports in Syft, wishing for more options like those in Power BI or Tableau.
  • Users face Excel integration issues due to limited data connection options, affecting custom analytics capabilities.
  • Users find Syft to be expensive, as costs increase significantly for full access to its features.
  • Users face a learning curve with advanced analytics tools, despite helpful training resources being available.

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

Finaloop

Finaloop is an ecommerce accounting and financial operations platform built for DTC, ecommerce, and retail brands. Finaloop combines ecommerce accounting software, inventory management, and real-time financial reporting into one unified system- replacing traditional accounting software, disconnected inventory tools, and manual profit tracking spreadsheets. Brands use Finaloop to get fully reconciled, GAAP-ready financials with real-time visibility across Shopify, Amazon, TikTok Shop, and other sales channels. Automated payout reconciliation, accurate COGS calculation, and inventory accounting ensure clean books and reliable ecommerce financial reporting every month. Designed for growing consumer brands, Finaloop automates up to 90% of ecommerce bookkeeping and financial workflows, including bank reconciliation, multi-channel sales accounting, and profit analytics, delivering ERP-level control without the cost or complexity of a traditional ERP. From early-stage startups to large enterprise brands, Finaloop helps teams stay lean, scale confidently, and make faster, data-driven decisions with accurate, real-time financials.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Finaloop?

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

Who Is the Company Behind Finaloop?

  • Seller: Finaloop
  • Year Founded: 2020
  • HQ Location: Brooklyn, US
  • LinkedIn® Page: www.linkedin.com
    86 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consumer Goods, Retail
  • Company Size: 75% Small, 4% Medium

What Do G2 Reviewers Say About Finaloop?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive interface and automation of Finaloop, which simplifies accounting and saves time effectively.
  • Users rave about the excellent customer support from Finaloop, highlighting its fast, friendly, and responsive service.
  • Users value the accurate and instant data from Finaloop, simplifying their accounting and saving time effortlessly.
  • Users find the setup ease of Finaloop remarkable, enabling quick onboarding and efficient integration for e-commerce accounting.
  • Users appreciate the ease of accounting with Finaloop, enjoying seamless integration and real-time financial visibility.
Cons
  • Users desire the ability to edit the chart of accounts and create shipping labels directly from Finaloop.
  • Users face challenges with integration issues affecting real-time data flow from Amazon, impacting timely P&L reporting.
  • Users experience data delays with bank updates and Amazon integration, hindering real-time insights on their finances.
  • Users report data management issues with limited invoice uploads and delayed bank account updates, impacting efficiency.
  • Users face import issues with Finaloop, such as limited CSV uploads and delayed bank account updates.

What Are Recent G2 Reviews of Finaloop?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Finmark

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

Average Rating: 4.6/5.0

Total Reviews: 16

How Do G2 Users Rate Finmark?

  • Custom Reports: 8.9/10 (Category avg: 8.7/10)
  • Report Types: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Finmark?

Who Uses This Product?

  • Company Size: 94% Small

What Are Recent G2 Reviews of Finmark?

Apliqo

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer.

Average Rating: 4.9/5.0

Total Reviews: 43

How Do G2 Users Rate Apliqo?

  • Custom Reports: 8.9/10 (Category avg: 8.7/10)
  • Report Types: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Apliqo?

  • Seller: Apliqo
  • Year Founded: 2013
  • HQ Location: Zurich, CH
  • Twitter: @apliqo
    47 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 62% Medium, 31% Small

What Do G2 Reviewers Say About Apliqo?

AI-generated summary from verified user reviews

Pros
  • Users find Apliqo to be a user-friendly and flexible tool, enhancing efficiency in data visualization and reporting.
  • Users find Apliqo to be intuitive, enhancing their experience with easy-to-use dashboards and flexible planning tools.
  • Users value the intuitive dashboards of Apliqo, which simplify data visualization and enhance reporting efficiency.
  • Users value the ease of development with Apliqo, benefiting from built-in features and seamless integration.
  • Users value the intuitive and flexible design of Apliqo for effective planning analytics, making it user-friendly for all levels.
Cons
  • Users experience a steep learning curve due to the need for extensive TM1 and MDX knowledge for effective usage.
  • Users find that a learning difficulty exists due to the need for specific technical knowledge to navigate Apliqo effectively.
  • Users face a steep learning curve with Apliqo, especially those lacking technical expertise in TM1, MDX, CSS, and JSON.
  • Users find that expertise in TM1 and MDX is essential for effectively utilizing Apliqo’s capabilities.
  • Users face customization difficulties with Apliqo due to required technical knowledge, complicating UI adjustments and widget creation.

What Are Recent G2 Reviews of Apliqo?

Spotlight Reporting

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

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Custom Reports: 9.2/10 (Category avg: 8.7/10)
  • Report Types: 8.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Spotlight Reporting?

  • Seller: Spotlight Reporting
  • Year Founded: 2010
  • HQ Location: Wellington, New Zealand
  • Twitter: @spotlightrep
    7,727 Twitter followers
  • LinkedIn® Page: linkedin.com
    41 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 159

How Do G2 Users Rate Jedox?

  • Custom Reports: 8.7/10 (Category avg: 8.7/10)
  • Report Types: 8.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users find Jedox to be incredibly user-friendly, benefiting from its intuitive interface and seamless integration with spreadsheets.
  • Users value the comprehensive budgeting management of Jedox, enabling seamless data integration and flexible financial planning.
  • Users value the flexibility of Jedox, enabling seamless integration and rapid implementation across various operations.
  • Users appreciate the flexible forecasting options in Jedox, enhancing planning and simplifying reporting for their teams.
  • Users value the seamless integrations of Jedox, enabling efficient data connection across various systems and tools.
Cons
  • Users find complex modeling in Jedox challenging, especially with large datasets, requiring technical knowledge and time for setup.
  • Users find the learning curve steep, making onboarding and model building a challenging experience with Jedox.
  • Users find the complexity of Jedox challenging, requiring significant training and technical expertise for effective use.
  • Users find the learning difficulty high with Jedox, requiring significant training and technical expertise for effective use.
  • Users experience slow loading times in Jedox, impacting efficiency and usability with complex reports and data operations.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Keboola

Keboola is a finance data and AI platform for companies that need trusted financial reporting, planning, analysis, and close processes across complex systems. Built for CFOs, FP&A teams, Controllers, finance operations, and data teams, Keboola helps organizations turn fragmented data from ERPs, accounting systems, spreadsheets, CRM, warehouses, and operational tools into one governed foundation for financial intelligence. Many finance teams rely on disconnected systems, inconsistent charts of accounts, manual reconciliations, and spreadsheet-based reporting. This makes it difficult to close quickly, produce reliable forecasts, answer board questions, support acquisitions, or use AI safely with financial data. Keboola solves this upstream data problem by connecting, standardizing, transforming, and governing financial data before it reaches FP&A, CPM, BI, reporting, or AI tools. Keboola is especially valuable for multi-entity companies, private-equity-backed businesses, holding groups, financial services firms, franchises, and organizations growing through M&A. These companies often operate across multiple ERPs, entities, countries, currencies, and reporting definitions. Keboola helps standardize chart-of-accounts logic, automate financial data pipelines, reconcile data across systems, and create trusted business definitions that teams can use consistently. Unlike traditional FP&A, CPM, EPM, budgeting, forecasting, or financial reporting tools that assume clean data already exists, Keboola focuses on the governed data foundation underneath. The platform gives teams transparent, auditable logic for financial transformations, source-to-output lineage, reusable business rules, and a semantic layer that helps ensure reports, dashboards, forecasts, and AI outputs are based on trusted company data. Keboola works alongside existing tools such as Snowflake, BigQuery, Databricks, Microsoft Fabric, Power BI, Tableau, Looker, Anaplan, Pigment, DataRails, Workiva, and other finance and analytics platforms. Rather than forcing a rip-and-replace project, Keboola strengthens the data layer beneath these systems so finance teams can plan, report, reconcile, and analyze with greater confidence. For AI adoption, Keboola provides the governed data environment that makes AI practical for business-critical financial workflows. Teams can connect AI agents and assistants to approved metrics, trusted pipelines, financial definitions, and auditable data products, reducing the risk of confident but untraceable answers. With Keboola, organizations can improve financial analysis, accelerate reporting, support financial close, automate reconciliation workflows, enable more reliable FP&A, and create a trusted foundation for AI-powered finance.

Average Rating: 4.6/5.0

Total Reviews: 138

How Do G2 Users Rate Keboola?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Keboola?

  • Seller: Keboola
  • Year Founded: 2008
  • HQ Location: Prague
  • Twitter: @keboola
    2,004 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    92 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Data Analyst, Data Engineer
  • Top Industries: Information Technology and Services, Marketing and Advertising
  • Company Size: 63% Medium, 22% Small

What Do G2 Reviewers Say About Keboola?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Keboola, enjoying its intuitive interface and efficient data connection setup.
  • Users appreciate Keboola's wide variety of connectors, intuitive interface, and powerful automation features for data integration.
  • Users value Keboola's wide range of data connections and intuitive interface, enhancing their data management experience.
  • Users value the seamless integrations in Keboola, enhancing data workflows and orchestration with minimal limitations.
  • Users praise Keboola's responsive and helpful customer support, enhancing their overall experience with the platform.
Cons
  • Users struggle with the steep learning curve of Keboola, finding the setup of services and training insufficient.
  • Users find Keboola's interface complex and confusing, especially when managing large projects and navigating components.
  • Users find a steep learning curve with Keboola, especially due to fragmented setups and challenging training materials.
  • Users find data type management complicated, needing more guidance on transformation errors and advanced monitoring capabilities.
  • Users find the UX improvement necessary due to a complicated interface and messy data management with flows.

What Are Recent G2 Reviews of Keboola?

What Are G2 Users Discussing About Keboola?

Solution 7

Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness.

Average Rating: 4.5/5.0

Total Reviews: 31

How Do G2 Users Rate Solution 7?

  • Custom Reports: 8.7/10 (Category avg: 8.7/10)
  • Report Types: 9.4/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Solution 7?

  • Seller: Zone & Co
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Boston, MA
  • Twitter: @ZoneandCo
    84 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    302 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 81% Medium, 16% Small

What Do G2 Reviewers Say About Solution 7?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Solution 7, valuing its simple interface and excellent customer support.
  • Users praise the reliable customer support of Solution 7, emphasizing their instant assistance and effective issue resolution.
  • Users value the effective Excel integration of Solution 7 for enhanced financial data analysis and reporting.
  • Users value the easy-to-use interface of Solution 7, enhancing financial planning and analysis efficiency with powerful automation.
  • Users praise the easy setup of Solution 7, benefiting from smooth implementation and user-friendly integration.
Cons
  • Users face a steep learning curve with advanced features, requiring significant effort to master them effectively.
  • Users find the learning curve steep for advanced features and seek more resources for easier understanding.
  • Users find the complexity of the cash flow model challenging, necessitating extensive IT knowledge for effective management.
  • Users find customization difficult initially, though saved templates help ease the learning curve over time.
  • Users face integration challenges with Solution 7, affected by data quality and high costs of implementation.

What Are Recent G2 Reviews of Solution 7?

What Are G2 Users Discussing About Solution 7?

ExtendInsights

Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework. Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow. ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation. Your team already works in Excel. Now they can do everything there. Key features: Visualize data using dynamic pivot tables and charts Build fast, accurate, and auditable financial reports Leverage data source security to keep data secure CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity.

Average Rating: 4.5/5.0

Total Reviews: 48

How Do G2 Users Rate ExtendInsights?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)

Who Is the Company Behind ExtendInsights?

  • Seller: CloudExtend by Celigo
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Redwood City, US
  • Twitter: @cloudextendIO
    253 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Retail
  • Company Size: 54% Medium, 42% Small

What Do G2 Reviewers Say About ExtendInsights?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of ExtendInsights, appreciating simple uploads and efficient data management.
  • Users find the integrations with Excel and other platforms enhance convenience and efficiency in data management.
  • Users value the ease of use and efficiency of ExtendInsights for managing data and simplifying tasks.
  • Users value the accuracy of information provided by ExtendInsights, facilitating effective data-driven decisions.
  • Users value the efficient data analysis capabilities of ExtendInsights, dramatically reducing report preparation time.
Cons
  • Users face data retrieval issues, as ExtendInsights sometimes doesn't read configured data, affecting overall efficiency.
  • Users note that slow data loading hampers efficiency, especially with limited data exposure in SuiteQL.
  • Users find the slow loading of ExtendInsights frustrating, as it hampers their ability to efficiently access data.
  • Users find the slow processing of ExtendInsights frustrating, especially with limited data retrieval speeds from Netsuite.
  • Users find it challenging to determine the appropriate fields for templates, leading to confusion and inefficiency.

What Are Recent G2 Reviews of ExtendInsights?

What Are G2 Users Discussing About ExtendInsights?

PlanGuru

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes.

Average Rating: 4.5/5.0

Total Reviews: 37

How Do G2 Users Rate PlanGuru?

  • Custom Reports: 8.8/10 (Category avg: 8.7/10)
  • Report Types: 8.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.4/10 (Category avg: 8.6/10)

Who Is the Company Behind PlanGuru?

  • Seller: PlanGuru
  • Year Founded: 2013
  • HQ Location: Wilkes Barre, PA
  • Twitter: @planguru
    196 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 65% Small, 38% Medium

What Do G2 Reviewers Say About PlanGuru?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the robust capabilities of PlanGuru, enabling seamless financial data integration and insightful KPI reporting.
  • Users appreciate the exceptional support from PlanGuru's knowledgeable team, enhancing their overall experience with the software.
  • Users appreciate the exceptional customer support from PlanGuru, benefiting from knowledgeable assistance during integration.
  • Users appreciate the customization options in PlanGuru, enhancing their experience with tailored financial insights and reports.
  • Users find the easy implementation of PlanGuru allows seamless integration of financial data and enhances reporting efficiency.
Cons
  • Users experience confusion from numerous features in PlanGuru, but appreciate the responsive support team for guidance.
  • Users often face confusion due to the numerous features, despite receiving helpful support from the PlanGuru team.

What Are Recent G2 Reviews of PlanGuru?

What Are G2 Users Discussing About PlanGuru?

Optimus Fintech

Optimus Fintech is a modern global SaaS organization offering an autonomous AI-powered, No Code platform - Optimus, that streamlines payment data management and automates financial workflows. The purpose-built Finance Ops platform offers comprehensive solutions covering data aggregation, reconciliation, exception management, fees and commission validation, in-depth payment analytics, and reporting. With Optimus, businesses can effortlessly harmonize, reconcile, and account for money end-to-end. A PCI and SOC compliant data platform, Optimus is trusted by renowned Fortune 500 companies, processing more than 3 billion annual transactions securely. The platform democratizes data, enabling seamless collaboration and data access across teams. Optimus Fintech empowers organizations to scale operations without the need to scale teams, unlocking efficiency and growth potential.

Average Rating: 4.6/5.0

Total Reviews: 27

How Do G2 Users Rate Optimus Fintech?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Optimus Fintech?

  • Seller: Optimus Fintech
  • Year Founded: 2020
  • HQ Location: San Francisco, US
  • Twitter: @OptimusFintech
    10 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Retail, Financial Services
  • Company Size: 70% Medium, 26% Large

What Are Recent G2 Reviews of Optimus Fintech?

Octopus AI

AI financial intelligence for enterprise budgeting and forecasting Octopus AI helps enterprise finance and FP&A teams connect financial variances to the business drivers, assumptions, explanations, and risks behind the numbers. It works across existing finance and business systems, with Microsoft Teams collaboration to gather context from budget owners and support human review. Budget-versus-actual and variance analysis: investigate vendor and labor deviations, surface anomalies, collect explanations, and assess their impact on financial plans. Rolling forecasts: incorporate new vendor and labor information, review forecast assumptions, and check proposed changes against budget tolerances and organizational policy. AI Workers recommend next steps; people review recommendations, approve changes, or request more information. Financial close-related analysis: connect books-close actuals, budget-versus-actual investigation, and reviewed assumptions to the forecast cycle. Octopus AI supports the analysis and coordination around this process. Auditability: activity logs and decision trails show the steps behind recommendations and forecast updates. Validated explanations and decisions preserve financial context across teams.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Octopus AI?

  • Custom Reports: 8.3/10 (Category avg: 8.7/10)
  • Report Types: 7.0/10 (Category avg: 8.8/10)
  • Custom KPIs: 8.1/10 (Category avg: 8.6/10)

Who Is the Company Behind Octopus AI?

  • Seller: OCTOPUS.AI
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Austin, Texas, United States
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small, 21% Large

What Do G2 Reviewers Say About Octopus AI?

AI-generated summary from verified user reviews

Pros
  • Users find Octopus AI to be easy to use, providing seamless access to financial data and insightful analysis.
  • Users appreciate the immediate access to financial insights, making analysis and decision-making significantly easier.
  • Users find easy integrations with Octopus AI convenient, enabling daily data management for improved marketing efforts.
  • Users value the real-time data capability of Octopus AI, enabling quick financial insights and strategy tracking.
  • Users find the intuitive user interface of Octopus AI facilitates quick data integration and immediate financial insights.
Cons
  • Users note that the pricing is expensive and suggest improvements for user interface and marketing strategies.
  • Users face integration issues as Octopus AI doesn’t connect with all essential data sources like payroll.
  • Users find the missing features of Octopus AI limiting, noting narrow functionality and glitches in the app.
  • Users often experience navigation difficulty, making it challenging to locate features within Octopus AI.
  • Users note the software bugs in Octopus AI, indicating early-stage functionality and glitches that hinder performance.

What Are Recent G2 Reviews of Octopus AI?

MODLR

MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate MODLR?

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

Who Is the Company Behind MODLR?

  • Seller: MODLR
  • Year Founded: 2015
  • HQ Location: Sydney, New South Wales
  • Twitter: @TeamMODLR
    286 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 33% Medium

What Are Recent G2 Reviews of MODLR?

What Are G2 Users Discussing About MODLR?

Catalyst

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

Average Rating: 4.5/5.0

Total Reviews: 19

How Do G2 Users Rate Catalyst?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)

Who Is the Company Behind Catalyst?

Who Uses This Product?

  • Top Industries: Consumer Goods
  • Company Size: 50% Medium, 35% Small

What Are Recent G2 Reviews of Catalyst?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024