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
(295)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
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
    • 19% 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 consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
    • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
    • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
  • 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
    92
    Reporting Efficiency
    53
    Excel Integration
    51
    Data Management
    49
    Efficiency
    46
    Cons
    Learning Difficulty
    36
    Learning Curve
    26
    Missing Features
    24
    Steep Learning Curve
    23
    Complexity
    21
    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
    1,155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    411 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
  • 19% 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 consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
  • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
  • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
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
92
Reporting Efficiency
53
Excel Integration
51
Data Management
49
Efficiency
46
Cons
Learning Difficulty
36
Learning Curve
26
Missing Features
24
Steep Learning Curve
23
Complexity
21
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
1,155 Twitter followers
LinkedIn® Page
www.linkedin.com
411 employees on LinkedIn®
Vena
(375)4.5 out of 5
Optimized for quick response
11th Easiest To Use in Financial Analysis software
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 software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
    • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
    • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
  • 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
    113
    Excel Integration
    60
    Features
    52
    User Interface
    50
    Reporting
    49
    Cons
    Learning Difficulty
    29
    Learning Curve
    27
    Steep Learning Curve
    25
    Difficult Learning
    18
    Setup Difficulty
    18
    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
    1,355 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 software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
  • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
  • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
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
113
Excel Integration
60
Features
52
User Interface
50
Reporting
49
Cons
Learning Difficulty
29
Learning Curve
27
Steep Learning Curve
25
Difficult Learning
18
Setup Difficulty
18
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
1,355 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
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan

    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 frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
    • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
  • 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
    46
    Customer Support
    36
    Integrations
    33
    Implementation Ease
    31
    Ease of Implementation
    29
    Cons
    Missing Features
    8
    Bugs
    6
    Excel Integration Issues
    6
    Slow Performance
    6
    Software Bugs
    6
    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
    680 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan

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 frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
  • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
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
46
Customer Support
36
Integrations
33
Implementation Ease
31
Ease of Implementation
29
Cons
Missing Features
8
Bugs
6
Excel Integration Issues
6
Slow Performance
6
Software Bugs
6
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
680 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(97)4.4 out of 5
Optimized for quick response
6th Easiest To Use in Financial Analysis software
  • 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
    43
    Insights
    22
    Analytics
    16
    Features
    16
    Visibility
    14
    Cons
    Inaccuracy
    20
    Data Inaccuracy
    14
    Reporting Issues
    14
    Data Management
    11
    Complexity
    8
    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
    8.6
    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
    22,549 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
43
Insights
22
Analytics
16
Features
16
Visibility
14
Cons
Inaccuracy
20
Data Inaccuracy
14
Reporting Issues
14
Data Management
11
Complexity
8
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
8.6
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
22,549 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
  • 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 software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
    • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
    • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
  • 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
    109
    Excel Integration
    83
    Reporting Efficiency
    55
    Time-saving
    43
    Real-time Data
    40
    Cons
    Learning Curve
    23
    Formula Issues
    19
    Excel Dependency
    16
    Excel Integration Issues
    16
    Reporting Issues
    16
    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 software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
  • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
  • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
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
109
Excel Integration
83
Reporting Efficiency
55
Time-saving
43
Real-time Data
40
Cons
Learning Curve
23
Formula Issues
19
Excel Dependency
16
Excel Integration Issues
16
Reporting Issues
16
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
(112)4.8 out of 5
Optimized for quick response
12th Easiest To Use in Financial Analysis software
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
    • CFO
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 13% 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 integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
    • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
    • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
  • 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
    48
    Report Creation
    33
    Reporting Efficiency
    33
    Customer Support
    32
    Easy Integrations
    23
    Cons
    Learning Curve
    13
    Missing Features
    13
    Learning Difficulty
    12
    Steep Learning Curve
    11
    Difficult Learning
    6
    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
    51 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
  • CFO
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 13% 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 integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
  • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
  • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
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
48
Report Creation
33
Reporting Efficiency
33
Customer Support
32
Easy Integrations
23
Cons
Learning Curve
13
Missing Features
13
Learning Difficulty
12
Steep Learning Curve
11
Difficult Learning
6
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
51 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
Abacum
(142)4.8 out of 5
Optimized for quick response
  • 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
    20
    Ease of Use
    20
    Features
    17
    Implementation Ease
    15
    Flexibility
    14
    Cons
    Learning Difficulty
    9
    Missing Features
    9
    Complex Setup
    8
    Learning Curve
    8
    Steep Learning Curve
    8
    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
    137 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
20
Ease of Use
20
Features
17
Implementation Ease
15
Flexibility
14
Cons
Learning Difficulty
9
Missing Features
9
Complex Setup
8
Learning Curve
8
Steep Learning Curve
8
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
137 employees on LinkedIn®
Mosaic Tech
(215)4.7 out of 5
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
    19
    Customer Support
    15
    Integrations
    12
    Features
    11
    Reporting Efficiency
    11
    Cons
    Learning Difficulty
    10
    Learning Curve
    6
    Limited Customization
    6
    Difficult Customization
    5
    Customization Difficulties
    4
    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
    4,212 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,018 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
19
Customer Support
15
Integrations
12
Features
11
Reporting Efficiency
11
Cons
Learning Difficulty
10
Learning Curve
6
Limited Customization
6
Difficult Customization
5
Customization Difficulties
4
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
4,212 Twitter followers
LinkedIn® Page
www.linkedin.com
2,018 employees on LinkedIn®
Jet Reports
(23)4.6 out of 5
  • 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
    7
    Integrations
    5
    Reporting Efficiency
    5
    Ease of Learning
    4
    Report Creation
    4
    Cons
    Learning Curve
    4
    Learning Difficulty
    4
    Performance Issues
    4
    Slow Performance
    4
    Steep Learning Curve
    4
    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
    803 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
7
Integrations
5
Reporting Efficiency
5
Ease of Learning
4
Report Creation
4
Cons
Learning Curve
4
Learning Difficulty
4
Performance Issues
4
Slow Performance
4
Steep Learning Curve
4
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
803 Twitter followers
LinkedIn® Page
www.linkedin.com
2,267 employees on LinkedIn®
Prophix Software
(216)4.4 out of 5
Optimized for quick response
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 Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
    • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
    • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting 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
    20
    Reporting
    17
    Financial Management
    15
    Time-saving
    13
    Automation
    12
    Cons
    Steep Learning Curve
    8
    Learning Curve
    7
    Learning Difficulty
    7
    Slow Performance
    7
    Limited Functionality
    6
    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
    545 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 Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
  • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
  • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting 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
20
Reporting
17
Financial Management
15
Time-saving
13
Automation
12
Cons
Steep Learning Curve
8
Learning Curve
7
Learning Difficulty
7
Slow Performance
7
Limited Functionality
6
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
545 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
  • 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 reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
    • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
    • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
  • 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
    98
    Time-Saving
    83
    Time-saving
    80
    Reporting Efficiency
    70
    Efficiency
    63
    Cons
    Missing Features
    23
    Limited Customization
    14
    Inefficient Reporting
    12
    Expensive
    11
    Limited Reporting
    11
    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
    52 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 reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
  • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
  • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
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
98
Time-Saving
83
Time-saving
80
Reporting Efficiency
70
Efficiency
63
Cons
Missing Features
23
Limited Customization
14
Inefficient Reporting
12
Expensive
11
Limited Reporting
11
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
52 employees on LinkedIn®
Pigment
(97)4.6 out of 5
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 business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX,

    Users
    • FP&A Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 75% 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
    9
    Features
    8
    Customer Support
    7
    Ease of Use
    7
    Automation
    6
    Cons
    Data Inaccuracy
    3
    Complexity
    2
    Complex Setup
    2
    Connectivity Issues
    2
    Formula Limitations
    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 business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX,

Users
  • FP&A Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 75% 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
9
Features
8
Customer Support
7
Ease of Use
7
Automation
6
Cons
Data Inaccuracy
3
Complexity
2
Complex Setup
2
Connectivity Issues
2
Formula Limitations
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®
Spreadsheet Server by insightsoftware
(80)4.4 out of 5
15th Easiest To Use in Financial Analysis software
  • 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
    Ease of Use
    3
    Financial Reporting
    3
    Report Creation
    3
    Reporting Quality
    3
    Customer Support
    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
    803 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
Ease of Use
3
Financial Reporting
3
Report Creation
3
Reporting Quality
3
Customer Support
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
803 Twitter followers
LinkedIn® Page
www.linkedin.com
2,267 employees on LinkedIn®
Joiin
(79)4.7 out of 5
4th Easiest To Use in Financial Analysis software
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
    200 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
200 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Apliqo
(45)4.9 out of 5
  • 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
    17
    Intuitive
    8
    Dashboards
    7
    Features
    7
    Planning
    6
    Cons
    Steep Learning Curve
    9
    Learning Difficulty
    7
    Learning Curve
    6
    Expertise Required
    5
    Customization Difficulties
    2
    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
    47 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
17
Intuitive
8
Dashboards
7
Features
7
Planning
6
Cons
Steep Learning Curve
9
Learning Difficulty
7
Learning Curve
6
Expertise Required
5
Customization Difficulties
2
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
47 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
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