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Best Financial Analysis Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Financial Analysis to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Financial Analysis category.

In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Medium-Sized Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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32 Listings in Financial Analysis Available
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    G2 Score
Datarails
(258)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • CFO
    • Chief Financial Officer
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 72% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
    • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
    • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Reporting Efficiency
    39
    Efficiency
    36
    Excel Integration
    33
    Automation
    32
    Cons
    Learning Difficulty
    21
    Missing Features
    17
    Learning Curve
    14
    Reporting Issues
    13
    Steep Learning Curve
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    8.8
    Custom Reports
    Average: 8.7
    8.4
    Report Types
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,143 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    386 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • CFO
  • Chief Financial Officer
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 72% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
  • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
  • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Reporting Efficiency
39
Efficiency
36
Excel Integration
33
Automation
32
Cons
Learning Difficulty
21
Missing Features
17
Learning Curve
14
Reporting Issues
13
Steep Learning Curve
13
View All Pros and Cons
Datarails features and usability ratings that predict user satisfaction
8.8
Custom Reports
Average: 8.7
8.4
Report Types
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,143 Twitter followers
LinkedIn® Page
www.linkedin.com
386 employees on LinkedIn®
Vena
(365)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 61% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
    • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
    • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    110
    Excel Integration
    56
    User Interface
    51
    Features
    48
    Integrations
    48
    Cons
    Learning Difficulty
    28
    Learning Curve
    25
    Steep Learning Curve
    25
    Expensive
    18
    Difficult Learning
    17
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    8.8
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,367 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
  • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
  • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
110
Excel Integration
56
User Interface
51
Features
48
Integrations
48
Cons
Learning Difficulty
28
Learning Curve
25
Steep Learning Curve
25
Expensive
18
Difficult Learning
17
View All Pros and Cons
Vena features and usability ratings that predict user satisfaction
8.8
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,367 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®

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Aleph
(63)4.9 out of 5
Optimized for quick response
3rd Easiest To Use in Financial Analysis software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 81% Mid-Market
    • 11% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
    • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
    • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aleph Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    42
    Customer Support
    34
    Integrations
    31
    Implementation Ease
    30
    Ease of Implementation
    28
    Cons
    Missing Features
    7
    Bugs
    6
    Software Bugs
    6
    Excel Integration Issues
    5
    Slow Performance
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    8.6
    Custom Reports
    Average: 8.7
    8.4
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    667 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 81% Mid-Market
  • 11% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
  • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
  • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
Aleph Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
42
Customer Support
34
Integrations
31
Implementation Ease
30
Ease of Implementation
28
Cons
Missing Features
7
Bugs
6
Software Bugs
6
Excel Integration Issues
5
Slow Performance
5
View All Pros and Cons
Aleph features and usability ratings that predict user satisfaction
8.6
Custom Reports
Average: 8.7
8.4
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
8.3
Custom KPIs
Average: 8.6
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
667 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Velixo
(201)4.7 out of 5
6th Easiest To Use in Financial Analysis software
View top Consulting Services for Velixo
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 62% Mid-Market
    • 27% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a tool for creating Excel reports, integrating with accounting systems like Sage Intacct and Acumatica, and offering features like live data reporting, automation of weekly and monthly reporting, and the ability to build custom reports.
    • Users like Velixo's seamless integration with Excel and accounting systems, its user-friendly interface, the ability to create live reports, and the time-saving automation of weekly and monthly reporting.
    • Users mentioned that the initial setup of Velixo can be unintuitive, it can take time to load information, there is a learning curve when creating queries for generating reports, and refreshing multiple spreadsheets at once can cause errors.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Velixo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    85
    Excel Integration
    63
    Reporting Efficiency
    45
    Time-saving
    32
    Features
    31
    Cons
    Learning Curve
    18
    Formula Issues
    14
    Steep Learning Curve
    14
    Excel Dependency
    13
    Slow Performance
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    8.7
    Report Types
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    89 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 62% Mid-Market
  • 27% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a tool for creating Excel reports, integrating with accounting systems like Sage Intacct and Acumatica, and offering features like live data reporting, automation of weekly and monthly reporting, and the ability to build custom reports.
  • Users like Velixo's seamless integration with Excel and accounting systems, its user-friendly interface, the ability to create live reports, and the time-saving automation of weekly and monthly reporting.
  • Users mentioned that the initial setup of Velixo can be unintuitive, it can take time to load information, there is a learning curve when creating queries for generating reports, and refreshing multiple spreadsheets at once can cause errors.
Velixo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
85
Excel Integration
63
Reporting Efficiency
45
Time-saving
32
Features
31
Cons
Learning Curve
18
Formula Issues
14
Steep Learning Curve
14
Excel Dependency
13
Slow Performance
13
View All Pros and Cons
Velixo features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
8.7
Report Types
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Velixo
Company Website
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
89 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
Mosaic Tech
(215)4.7 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Customer Support
    22
    Integrations
    18
    Reporting Efficiency
    17
    Easy Integrations
    13
    Cons
    Learning Difficulty
    13
    Limited Customization
    9
    Learning Curve
    8
    Difficult Customization
    6
    Customization Difficulties
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    8.3
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HiBob
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @HiBob_HR
    4,216 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,984 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Customer Support
22
Integrations
18
Reporting Efficiency
17
Easy Integrations
13
Cons
Learning Difficulty
13
Limited Customization
9
Learning Curve
8
Difficult Customization
6
Customization Difficulties
5
View All Pros and Cons
Mosaic Tech features and usability ratings that predict user satisfaction
8.3
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.2
Custom KPIs
Average: 8.6
Seller Details
Seller
HiBob
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@HiBob_HR
4,216 Twitter followers
LinkedIn® Page
www.linkedin.com
1,984 employees on LinkedIn®
Abacum
(140)4.8 out of 5
Optimized for quick response
15th Easiest To Use in Financial Analysis software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 prov

    Users
    • CFO
    • Head of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 88% Mid-Market
    • 6% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Abacum is a financial planning tool that offers modeling capabilities, seamless integration, and an AI classifier tool for efficient budget planning.
    • Reviewers frequently mention the ease of use, comprehensive documentation, flexibility of the solution, and the ability to quickly create charts and graphs for various cases.
    • Users experienced challenges with the AI classifier requiring close management, limitations in visualization options, and a steep learning curve for new features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Abacum Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Customer Support
    31
    Features
    22
    Integrations
    20
    Time-saving
    20
    Cons
    Missing Features
    15
    Learning Curve
    10
    Learning Difficulty
    10
    Limitations
    9
    Steep Learning Curve
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Abacum features and usability ratings that predict user satisfaction
    9.3
    Custom Reports
    Average: 8.7
    9.1
    Report Types
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Abacum
    Company Website
    Year Founded
    2020
    HQ Location
    New York City, US
    LinkedIn® Page
    www.linkedin.com
    131 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 prov

Users
  • CFO
  • Head of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 88% Mid-Market
  • 6% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Abacum is a financial planning tool that offers modeling capabilities, seamless integration, and an AI classifier tool for efficient budget planning.
  • Reviewers frequently mention the ease of use, comprehensive documentation, flexibility of the solution, and the ability to quickly create charts and graphs for various cases.
  • Users experienced challenges with the AI classifier requiring close management, limitations in visualization options, and a steep learning curve for new features.
Abacum Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Customer Support
31
Features
22
Integrations
20
Time-saving
20
Cons
Missing Features
15
Learning Curve
10
Learning Difficulty
10
Limitations
9
Steep Learning Curve
9
View All Pros and Cons
Abacum features and usability ratings that predict user satisfaction
9.3
Custom Reports
Average: 8.7
9.1
Report Types
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Abacum
Company Website
Year Founded
2020
HQ Location
New York City, US
LinkedIn® Page
www.linkedin.com
131 employees on LinkedIn®
Drivetrain
(96)4.8 out of 5
Optimized for quick response
12th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drivetrain is an AI-native business planning platform to help accelerate your budgeting, reporting, and forecasting. Our cross-departmental software helps teams build integrated plans, budgets and for

    Users
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 14% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • DriveTrain is a cloud-based system that integrates with accounting software to consolidate, plan, and report data for management teams.
    • Reviewers frequently mention the system's ability to create a 360-degree view of reporting, its customization capabilities, and the excellent customer support received.
    • Reviewers experienced occasional slow speeds during quarter ends, limitations on new additions requiring changes in old reporting, and a learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Drivetrain Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    13
    Reporting Efficiency
    12
    Report Creation
    11
    Easy Integrations
    7
    Cons
    Missing Features
    4
    Improvements Needed
    3
    Learning Difficulty
    3
    Reporting Issues
    3
    Customization Difficulties
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    Custom Reports
    Average: 8.7
    9.3
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drivetrain
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    53 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    87 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform to help accelerate your budgeting, reporting, and forecasting. Our cross-departmental software helps teams build integrated plans, budgets and for

Users
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 14% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • DriveTrain is a cloud-based system that integrates with accounting software to consolidate, plan, and report data for management teams.
  • Reviewers frequently mention the system's ability to create a 360-degree view of reporting, its customization capabilities, and the excellent customer support received.
  • Reviewers experienced occasional slow speeds during quarter ends, limitations on new additions requiring changes in old reporting, and a learning curve for new users.
Drivetrain Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
13
Reporting Efficiency
12
Report Creation
11
Easy Integrations
7
Cons
Missing Features
4
Improvements Needed
3
Learning Difficulty
3
Reporting Issues
3
Customization Difficulties
2
View All Pros and Cons
Drivetrain features and usability ratings that predict user satisfaction
9.5
Custom Reports
Average: 8.7
9.3
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
53 Twitter followers
LinkedIn® Page
in.linkedin.com
87 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(64)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigat

    Users
    No information available
    Industries
    • Financial Services
    • Manufacturing
    Market Segment
    • 47% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • D&B Finance Analytics Credit Intelligence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Features
    12
    Insights
    10
    Analytics
    9
    Visibility
    9
    Cons
    Inaccuracy
    11
    Data Inaccuracy
    9
    Reporting Issues
    8
    Data Management
    6
    Complexity
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • D&B Finance Analytics Credit Intelligence features and usability ratings that predict user satisfaction
    6.9
    Custom Reports
    Average: 8.7
    7.6
    Report Types
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dun & Bradstreet
    Company Website
    HQ Location
    Short Hills, NJ
    Twitter
    @DunBradstreet
    22,835 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,919 employees on LinkedIn®
    Ownership
    NYSE: DNB
Product Description
How are these determined?Information
This description is provided by the seller.

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigat

Users
No information available
Industries
  • Financial Services
  • Manufacturing
Market Segment
  • 47% Mid-Market
  • 28% Small-Business
D&B Finance Analytics Credit Intelligence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Features
12
Insights
10
Analytics
9
Visibility
9
Cons
Inaccuracy
11
Data Inaccuracy
9
Reporting Issues
8
Data Management
6
Complexity
4
View All Pros and Cons
D&B Finance Analytics Credit Intelligence features and usability ratings that predict user satisfaction
6.9
Custom Reports
Average: 8.7
7.6
Report Types
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.2
7.3
Custom KPIs
Average: 8.6
Seller Details
Seller
Dun & Bradstreet
Company Website
HQ Location
Short Hills, NJ
Twitter
@DunBradstreet
22,835 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
Prophix Software
(213)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 57% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
    • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
    • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    42
    Reporting
    35
    Efficiency
    27
    Customer Support
    26
    Automation
    25
    Cons
    Missing Features
    15
    Learning Difficulty
    14
    Learning Curve
    12
    Slow Performance
    12
    Steep Learning Curve
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    8.5
    Custom Reports
    Average: 8.7
    9.0
    Report Types
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    7.5
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,986 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    541 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 57% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
  • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
  • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
42
Reporting
35
Efficiency
27
Customer Support
26
Automation
25
Cons
Missing Features
15
Learning Difficulty
14
Learning Curve
12
Slow Performance
12
Steep Learning Curve
12
View All Pros and Cons
Prophix Software features and usability ratings that predict user satisfaction
8.5
Custom Reports
Average: 8.7
9.0
Report Types
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
7.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,986 Twitter followers
LinkedIn® Page
www.linkedin.com
541 employees on LinkedIn®
LiveFlow
(331)4.9 out of 5
Optimized for quick response
1st Easiest To Use in Financial Analysis software
View top Consulting Services for LiveFlow
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

    Users
    • Accounting Manager
    • Controller
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • LiveFlow is a financial reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
    • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
    • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Time-Saving
    59
    Time-saving
    55
    Reporting Efficiency
    52
    Automation
    44
    Cons
    Expensive
    12
    Missing Features
    10
    Excel Integration Issues
    9
    Limited Customization
    9
    Integration Issues
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.2
    Custom Reports
    Average: 8.7
    9.3
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

Users
  • Accounting Manager
  • Controller
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • LiveFlow is a financial reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
  • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
  • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Time-Saving
59
Time-saving
55
Reporting Efficiency
52
Automation
44
Cons
Expensive
12
Missing Features
10
Excel Integration Issues
9
Limited Customization
9
Integration Issues
8
View All Pros and Cons
LiveFlow features and usability ratings that predict user satisfaction
9.2
Custom Reports
Average: 8.7
9.3
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom KPIs
Average: 8.6
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Jet Reports
(20)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in E

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 70% Mid-Market
    • 25% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jet Reports Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Excel Integration
    5
    Integrations
    4
    Intuitive
    4
    Reporting Efficiency
    4
    Cons
    Slow Performance
    4
    Learning Difficulty
    3
    Performance Issues
    3
    Steep Learning Curve
    3
    Learning Curve
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jet Reports features and usability ratings that predict user satisfaction
    9.5
    Custom Reports
    Average: 8.7
    9.1
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    insightsoftware
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    807 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,258 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in E

Users
No information available
Industries
No information available
Market Segment
  • 70% Mid-Market
  • 25% Small-Business
Jet Reports Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Excel Integration
5
Integrations
4
Intuitive
4
Reporting Efficiency
4
Cons
Slow Performance
4
Learning Difficulty
3
Performance Issues
3
Steep Learning Curve
3
Learning Curve
2
View All Pros and Cons
Jet Reports features and usability ratings that predict user satisfaction
9.5
Custom Reports
Average: 8.7
9.1
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom KPIs
Average: 8.6
Seller Details
Seller
insightsoftware
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
807 Twitter followers
LinkedIn® Page
www.linkedin.com
2,258 employees on LinkedIn®
Spreadsheet Server by insightsoftware
(79)4.4 out of 5
13th Easiest To Use in Financial Analysis software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in f

    Users
    No information available
    Industries
    • Construction
    • Accounting
    Market Segment
    • 108% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Spreadsheet Server by insightsoftware Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reporting Quality
    3
    Customer Support
    2
    Customization
    2
    Ease of Learning
    2
    Ease of Use
    2
    Cons
    Slow Performance
    2
    Integration Issues
    1
    Limited Customization
    1
    Performance Issues
    1
    Project Delays
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
    9.2
    Custom Reports
    Average: 8.7
    8.3
    Report Types
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    insightsoftware
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    807 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,258 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in f

Users
No information available
Industries
  • Construction
  • Accounting
Market Segment
  • 108% Mid-Market
  • 29% Enterprise
Spreadsheet Server by insightsoftware Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reporting Quality
3
Customer Support
2
Customization
2
Ease of Learning
2
Ease of Use
2
Cons
Slow Performance
2
Integration Issues
1
Limited Customization
1
Performance Issues
1
Project Delays
1
View All Pros and Cons
Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
9.2
Custom Reports
Average: 8.7
8.3
Report Types
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.3
Custom KPIs
Average: 8.6
Seller Details
Seller
insightsoftware
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
807 Twitter followers
LinkedIn® Page
www.linkedin.com
2,258 employees on LinkedIn®
Joiin
(79)4.7 out of 5
5th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage, Excel, spreadsheets a

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Joiin is a financial software that compiles financials for multiple entities, providing a comprehensive overview for making financial decisions.
    • Users frequently mention the user-friendly interface, real-time updates feature, seamless integration with QuickBooks Online and Xero, and the ability to compile financials for multiple entities as major benefits.
    • Users mentioned issues with limited chart types, difficulties in adjusting functionalities, formatting issues on customer reports, and the separate nature of forecast and budget reporting as areas for improvement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Joiin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Reporting
    17
    Reporting Efficiency
    17
    Customer Support
    14
    Report Creation
    14
    Cons
    Inefficient Reporting
    10
    Missing Features
    10
    Reporting Issues
    10
    Limited Reporting
    9
    Formatting Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Joiin features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    198 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage, Excel, spreadsheets a

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Joiin is a financial software that compiles financials for multiple entities, providing a comprehensive overview for making financial decisions.
  • Users frequently mention the user-friendly interface, real-time updates feature, seamless integration with QuickBooks Online and Xero, and the ability to compile financials for multiple entities as major benefits.
  • Users mentioned issues with limited chart types, difficulties in adjusting functionalities, formatting issues on customer reports, and the separate nature of forecast and budget reporting as areas for improvement.
Joiin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Reporting
17
Reporting Efficiency
17
Customer Support
14
Report Creation
14
Cons
Inefficient Reporting
10
Missing Features
10
Reporting Issues
10
Limited Reporting
9
Formatting Issues
5
View All Pros and Cons
Joiin features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Custom KPIs
Average: 8.6
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
198 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Apliqo
(45)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 ourse

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Consulting
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 31% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apliqo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Features
    17
    Intuitive
    15
    Flexibility
    12
    Planning
    9
    Cons
    Steep Learning Curve
    14
    Learning Difficulty
    13
    Learning Curve
    11
    Expertise Required
    5
    Complexity
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apliqo features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    9.6
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apliqo
    Company Website
    Year Founded
    2013
    HQ Location
    Zurich, CH
    Twitter
    @apliqo
    48 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 ourse

Users
  • Consultant
  • Senior Consultant
Industries
  • Consulting
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 31% Small-Business
Apliqo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Features
17
Intuitive
15
Flexibility
12
Planning
9
Cons
Steep Learning Curve
14
Learning Difficulty
13
Learning Curve
11
Expertise Required
5
Complexity
3
View All Pros and Cons
Apliqo features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
9.6
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Apliqo
Company Website
Year Founded
2013
HQ Location
Zurich, CH
Twitter
@apliqo
48 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Global Database Risk Intelligence
(68)4.8 out of 5
4th Easiest To Use in Financial Analysis software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

    Users
    No information available
    Industries
    • Information Technology and Services
    • Transportation/Trucking/Railroad
    Market Segment
    • 62% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Global Database Risk Intelligence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Integrations
    18
    Dashboards
    10
    Insights
    10
    Data Accuracy
    8
    Cons
    Limited Customization
    7
    Slow Performance
    6
    Customization Difficulties
    5
    Slow Loading
    4
    Time Delays
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Global Database Risk Intelligence features and usability ratings that predict user satisfaction
    9.9
    Custom Reports
    Average: 8.7
    9.9
    Report Types
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.9
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Global Data Intelligence Limited
    Year Founded
    2015
    HQ Location
    Northampton, UK
    Twitter
    @Global_Database
    1,604 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

Users
No information available
Industries
  • Information Technology and Services
  • Transportation/Trucking/Railroad
Market Segment
  • 62% Small-Business
  • 28% Mid-Market
Global Database Risk Intelligence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Integrations
18
Dashboards
10
Insights
10
Data Accuracy
8
Cons
Limited Customization
7
Slow Performance
6
Customization Difficulties
5
Slow Loading
4
Time Delays
4
View All Pros and Cons
Global Database Risk Intelligence features and usability ratings that predict user satisfaction
9.9
Custom Reports
Average: 8.7
9.9
Report Types
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.9
Custom KPIs
Average: 8.6
Seller Details
Seller
Global Data Intelligence Limited
Year Founded
2015
HQ Location
Northampton, UK
Twitter
@Global_Database
1,604 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
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