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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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31 Listings in Financial Analysis Available
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    G2 Score
Datarails
(282)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
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.

    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
    • 73% Mid-Market
    • 20% 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 financial analysis tool that integrates with Excel to automate data consolidation and reporting.
    • Users like Datarails' ability to pull data from multiple sources, its customizable reporting and dashboard features, and its seamless integration with Excel.
    • Users mentioned challenges with the initial setup and data mapping, limitations in certain features, and occasional slow performance of the system.
  • 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
    70
    Reporting Efficiency
    45
    Data Management
    38
    Efficiency
    38
    Excel Integration
    38
    Cons
    Learning Difficulty
    26
    Missing Features
    20
    Learning Curve
    19
    Steep Learning Curve
    16
    Reporting Issues
    15
    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
    1,152 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    403 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
  • 73% Mid-Market
  • 20% 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 financial analysis tool that integrates with Excel to automate data consolidation and reporting.
  • Users like Datarails' ability to pull data from multiple sources, its customizable reporting and dashboard features, and its seamless integration with Excel.
  • Users mentioned challenges with the initial setup and data mapping, limitations in certain features, and occasional slow performance of the system.
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
70
Reporting Efficiency
45
Data Management
38
Efficiency
38
Excel Integration
38
Cons
Learning Difficulty
26
Missing Features
20
Learning Curve
19
Steep Learning Curve
16
Reporting Issues
15
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
1,152 Twitter followers
LinkedIn® Page
www.linkedin.com
403 employees on LinkedIn®
Vena
(373)4.5 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.

    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
    • Financial Services
    Market Segment
    • 62% 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 financial management software that centralizes data, improves collaboration, and streamlines budgeting and forecasting processes.
    • Reviewers frequently mention the software's seamless integration with Excel, its user-friendly nature, and its ability to automate manual tasks, thereby improving efficiency and data accuracy.
    • Reviewers noted that the software can be slow with large data sets, the setup can be complex for new users, and it lacks comprehensive consolidation capabilities within the tool.
  • 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
    106
    Excel Integration
    55
    Features
    48
    User Interface
    48
    Integrations
    44
    Cons
    Learning Difficulty
    27
    Learning Curve
    24
    Steep Learning Curve
    23
    Difficult Learning
    16
    Expensive
    16
    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
    1,358 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
  • Financial Services
Market Segment
  • 62% 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 financial management software that centralizes data, improves collaboration, and streamlines budgeting and forecasting processes.
  • Reviewers frequently mention the software's seamless integration with Excel, its user-friendly nature, and its ability to automate manual tasks, thereby improving efficiency and data accuracy.
  • Reviewers noted that the software can be slow with large data sets, the setup can be complex for new users, and it lacks comprehensive consolidation capabilities within the tool.
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
106
Excel Integration
55
Features
48
User Interface
48
Integrations
44
Cons
Learning Difficulty
27
Learning Curve
24
Steep Learning Curve
23
Difficult Learning
16
Expensive
16
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
1,358 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
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Aleph
(67)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
    • Information Technology and Services
    Market Segment
    • 82% Mid-Market
    • 10% 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 finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
    • Reviewers like Aleph's ease of use, its ability to consolidate reporting across multiple source systems, its quick implementation, and the excellent customer service provided by the Aleph team.
    • Reviewers mentioned issues such as long load times, slow performance with complex dashboards and large datasets, occasional bugs, and a desire for more automation and forecasting capabilities.
  • 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
    8.7
    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
    684 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
  • Information Technology and Services
Market Segment
  • 82% Mid-Market
  • 10% 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 finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
  • Reviewers like Aleph's ease of use, its ability to consolidate reporting across multiple source systems, its quick implementation, and the excellent customer service provided by the Aleph team.
  • Reviewers mentioned issues such as long load times, slow performance with complex dashboards and large datasets, occasional bugs, and a desire for more automation and forecasting capabilities.
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
8.7
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
684 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(96)4.4 out of 5
Optimized for quick response
9th 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.

    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
    • Manufacturing
    • Accounting
    Market Segment
    • 48% Mid-Market
    • 29% 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
    29
    Features
    13
    Insights
    13
    Analytics
    10
    Visibility
    10
    Cons
    Inaccuracy
    15
    Data Inaccuracy
    12
    Reporting Issues
    12
    Data Management
    7
    Limited Functionality
    6
    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
    8.4
    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
    22,746 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
  • Manufacturing
  • Accounting
Market Segment
  • 48% Mid-Market
  • 29% 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
29
Features
13
Insights
13
Analytics
10
Visibility
10
Cons
Inaccuracy
15
Data Inaccuracy
12
Reporting Issues
12
Data Management
7
Limited Functionality
6
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
8.4
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
22,746 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
Velixo
(222)4.7 out of 5
5th 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
    • 59% Mid-Market
    • 26% 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 reporting tool that integrates with Excel to create reports using data from ERP systems like Sage Intacct and Acumatica.
    • Reviewers frequently mention the real-time data extraction, significant time savings, fewer manual errors, and the flexibility to customize reports using Excel as key benefits of Velixo.
    • Reviewers experienced a steep learning curve at the beginning, complex and time-consuming report setups, performance slowdowns with large datasets, and difficulties in troubleshooting due to the need for a good understanding of both Excel and the ERP.
  • 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
    91
    Excel Integration
    70
    Reporting Efficiency
    52
    Time-saving
    35
    Features
    32
    Cons
    Learning Curve
    20
    Formula Issues
    17
    Steep Learning Curve
    16
    Excel Dependency
    14
    Excel Integration Issues
    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
    8.8
    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
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 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
  • 59% Mid-Market
  • 26% 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 reporting tool that integrates with Excel to create reports using data from ERP systems like Sage Intacct and Acumatica.
  • Reviewers frequently mention the real-time data extraction, significant time savings, fewer manual errors, and the flexibility to customize reports using Excel as key benefits of Velixo.
  • Reviewers experienced a steep learning curve at the beginning, complex and time-consuming report setups, performance slowdowns with large datasets, and difficulties in troubleshooting due to the need for a good understanding of both Excel and the ERP.
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
91
Excel Integration
70
Reporting Efficiency
52
Time-saving
35
Features
32
Cons
Learning Curve
20
Formula Issues
17
Steep Learning Curve
16
Excel Dependency
14
Excel Integration Issues
13
View All Pros and Cons
Velixo features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
8.8
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
88 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
Drivetrain
(111)4.8 out of 5
Optimized for quick response
11th 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 that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

    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 data consolidation and analysis tool that provides users with key performance indicators, dashboards, and customer and vendor information across multiple instances of QuickBooks in one database.
    • Users frequently mention the ease of use, the ability to automate reporting processes, and the excellent customer support as key benefits of using Drivetrain.
    • Users reported a steep learning curve, limitations in report building flexibility, and occasional slow speed during high-usage periods as drawbacks of the Drivetrain system.
  • 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
    39
    Report Creation
    30
    Reporting Efficiency
    28
    Customer Support
    23
    Efficiency
    19
    Cons
    Missing Features
    11
    Formatting Issues
    6
    Learning Difficulty
    5
    Limited Customization
    5
    Formatting Difficulties
    4
    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
    9.5
    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
    52 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    91 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 that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

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 data consolidation and analysis tool that provides users with key performance indicators, dashboards, and customer and vendor information across multiple instances of QuickBooks in one database.
  • Users frequently mention the ease of use, the ability to automate reporting processes, and the excellent customer support as key benefits of using Drivetrain.
  • Users reported a steep learning curve, limitations in report building flexibility, and occasional slow speed during high-usage periods as drawbacks of the Drivetrain system.
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
39
Report Creation
30
Reporting Efficiency
28
Customer Support
23
Efficiency
19
Cons
Missing Features
11
Formatting Issues
6
Learning Difficulty
5
Limited Customization
5
Formatting Difficulties
4
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
9.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
52 Twitter followers
LinkedIn® Page
in.linkedin.com
91 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
    4,210 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,998 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
4,210 Twitter followers
LinkedIn® Page
www.linkedin.com
1,998 employees on LinkedIn®
Abacum
(141)4.8 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.

    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 provides real-time forecasting, budgeting, and strong integrations with various systems, aiming to make financial planning collaborative and easy to understand.
    • Reviewers frequently mention the ease of use, intuitive dashboards, and strong customer support, along with the tool's ability to streamline financial operations, automate processes, and provide clear, comprehensive financial data.
    • Reviewers experienced a steep learning curve with some advanced features, limitations in visualization options, and occasional slow processing times, along with the need for close management of the AI classifier.
  • 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
    Customer Support
    23
    Ease of Use
    21
    Features
    19
    Flexibility
    16
    Implementation Ease
    16
    Cons
    Missing Features
    11
    Learning Difficulty
    9
    Complex Setup
    8
    Learning Curve
    8
    Steep Learning Curve
    7
    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 provides real-time forecasting, budgeting, and strong integrations with various systems, aiming to make financial planning collaborative and easy to understand.
  • Reviewers frequently mention the ease of use, intuitive dashboards, and strong customer support, along with the tool's ability to streamline financial operations, automate processes, and provide clear, comprehensive financial data.
  • Reviewers experienced a steep learning curve with some advanced features, limitations in visualization options, and occasional slow processing times, along with the need for close management of the AI classifier.
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
Customer Support
23
Ease of Use
21
Features
19
Flexibility
16
Implementation Ease
16
Cons
Missing Features
11
Learning Difficulty
9
Complex Setup
8
Learning Curve
8
Steep Learning Curve
7
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®
Prophix Software
(215)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 global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 56% 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 platform that allows users to configure permissions, build and share reports, and automate the process of budgeting, forecasting, and reporting.
    • Reviewers frequently mention the platform's stability, its ability to improve the efficiency of monthly reporting, and its role in onboarding new entities smoothly.
    • Reviewers experienced challenges in keeping up with the rapid introduction of new modules, limitations in charting features, and difficulties with processing assumptions for 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
    1,983 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    546 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 56% 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 platform that allows users to configure permissions, build and share reports, and automate the process of budgeting, forecasting, and reporting.
  • Reviewers frequently mention the platform's stability, its ability to improve the efficiency of monthly reporting, and its role in onboarding new entities smoothly.
  • Reviewers experienced challenges in keeping up with the rapid introduction of new modules, limitations in charting features, and difficulties with processing assumptions for 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
1,983 Twitter followers
LinkedIn® Page
www.linkedin.com
546 employees on LinkedIn®
LiveFlow
(332)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 is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

    Users
    • Accounting Manager
    • CEO
    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 and flexible reporting options.
    • Reviewers like the automated, real-time data sync feature of LiveFlow, which saves significant time and streamlines internal processes, and they also appreciate the responsive and helpful support team.
    • Reviewers mentioned that LiveFlow could improve by offering more customization options in the dashboards, particularly the ability to add custom formulas for more advanced reporting needs, and some users also reported occasional connection break issues.
  • 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
    66
    Time-saving
    57
    Time-Saving
    54
    Reporting Efficiency
    51
    Automation
    46
    Cons
    Missing Features
    15
    Limited Customization
    12
    Expensive
    10
    Inefficient Reporting
    9
    Refresh Issues
    9
    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 is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

Users
  • Accounting Manager
  • CEO
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 and flexible reporting options.
  • Reviewers like the automated, real-time data sync feature of LiveFlow, which saves significant time and streamlines internal processes, and they also appreciate the responsive and helpful support team.
  • Reviewers mentioned that LiveFlow could improve by offering more customization options in the dashboards, particularly the ability to add custom formulas for more advanced reporting needs, and some users also reported occasional connection break issues.
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
66
Time-saving
57
Time-Saving
54
Reporting Efficiency
51
Automation
46
Cons
Missing Features
15
Limited Customization
12
Expensive
10
Inefficient Reporting
9
Refresh Issues
9
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
(23)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
    • 65% Mid-Market
    • 26% 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
    8
    Excel Integration
    6
    Reporting Efficiency
    6
    Integrations
    5
    Intuitive
    5
    Cons
    Learning Difficulty
    4
    Performance Issues
    4
    Slow Performance
    4
    Steep Learning Curve
    4
    Learning Curve
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jet Reports features and usability ratings that predict user satisfaction
    9.6
    Custom Reports
    Average: 8.7
    9.2
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    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
    806 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,267 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
  • 65% Mid-Market
  • 26% 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
8
Excel Integration
6
Reporting Efficiency
6
Integrations
5
Intuitive
5
Cons
Learning Difficulty
4
Performance Issues
4
Slow Performance
4
Steep Learning Curve
4
Learning Curve
3
View All Pros and Cons
Jet Reports features and usability ratings that predict user satisfaction
9.6
Custom Reports
Average: 8.7
9.2
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom KPIs
Average: 8.6
Seller Details
Seller
insightsoftware
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
806 Twitter followers
LinkedIn® Page
www.linkedin.com
2,267 employees on LinkedIn®
Spreadsheet Server by insightsoftware
(80)4.4 out of 5
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.

    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
    • 106% 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
    806 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,267 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
  • 106% 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
806 Twitter followers
LinkedIn® Page
www.linkedin.com
2,267 employees on LinkedIn®
Pigment
(94)4.6 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.

    Pigment is an AI-powered business planning and performance management platform built for agility and scale. It connects people, data, and processes in one elegant, feature-rich platform that allows ev

    Users
    • FP&A Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 20% 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.
    • Pigment is a planning platform with forecast features, AI tools, and options for different forecasting methods, designed to transform planning processes and handle data from numerous sources.
    • Users frequently mention the product's adaptability, dimensionality, and the ability to handle large amounts of data with minimal errors, as well as its attractive interface and swift, responsive customer support.
    • Reviewers experienced some complexity with formulas, slow calculation times for complex forecasts, and a lack of robustness in security and access management features, as well as a desire for more easy ways of setting up APIs and editing chart fonts for better readability.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Pigment 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
    Flexibility
    8
    Features
    7
    Automation
    6
    Customer Support
    6
    Ease of Use
    6
    Cons
    Complexity
    2
    Complex Setup
    2
    Data Inaccuracy
    2
    Formula Limitations
    2
    Learning Curve
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pigment features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    8.3
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Pigment
    Company Website
    Year Founded
    2019
    HQ Location
    Paris, FR
    LinkedIn® Page
    www.linkedin.com
    642 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pigment is an AI-powered business planning and performance management platform built for agility and scale. It connects people, data, and processes in one elegant, feature-rich platform that allows ev

Users
  • FP&A Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 20% 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.
  • Pigment is a planning platform with forecast features, AI tools, and options for different forecasting methods, designed to transform planning processes and handle data from numerous sources.
  • Users frequently mention the product's adaptability, dimensionality, and the ability to handle large amounts of data with minimal errors, as well as its attractive interface and swift, responsive customer support.
  • Reviewers experienced some complexity with formulas, slow calculation times for complex forecasts, and a lack of robustness in security and access management features, as well as a desire for more easy ways of setting up APIs and editing chart fonts for better readability.
Pigment 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
Flexibility
8
Features
7
Automation
6
Customer Support
6
Ease of Use
6
Cons
Complexity
2
Complex Setup
2
Data Inaccuracy
2
Formula Limitations
2
Learning Curve
2
View All Pros and Cons
Pigment features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
8.3
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.7
Custom KPIs
Average: 8.6
Seller Details
Seller
Pigment
Company Website
Year Founded
2019
HQ Location
Paris, FR
LinkedIn® Page
www.linkedin.com
642 employees on LinkedIn®
Joiin
(79)4.7 out of 5
4th 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.

    Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

    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 provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • 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.

Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

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 provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
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
    18 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
18 employees on LinkedIn®
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