Best Financial Analysis Software for Small Business

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 208

Category Stats (Aug 2026)

  • Average Rating: 4.53/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nominal (+1.01%) - Among all products in this category, Nominal recorded the largest rating increase compared to last month

Last updated: August 07, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,800+ Authentic Reviews
  • 208+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Financial Analysis Software

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

Highlighted products: Datarails, Fathom, LiveFlow, Reach Reporting, D&B Finance Analytics Credit Intelligence, DualEntry, Velixo, and Joiin.

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

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Abacum

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 provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently.

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Datarails

Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.

Average Rating: 4.6/5.0

Total Reviews: 370

How Do G2 Users Rate Datarails?

  • Custom Reports: 8.8/10 (Category avg: 8.7/10)
  • Report Types: 8.4/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.5/10 (Category avg: 8.6/10)

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @datarails
    1,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    397 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 71% Medium, 21% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Datarails for generating reports and managing data efficiently.
  • Users value the native Excel integration, finding it enhances workflows while ensuring data governance and ease of use.
  • Users praise Datarails for its reporting efficiency, enabling seamless data aggregation and streamlined financial management.
  • Users value the seamless data integration in Datarails, enhancing workflows while ensuring accuracy and compliance.
  • Users value the efficiency of Datarails, streamlining processes and enhancing financial visibility with automated reporting.
Cons
  • Users find the learning difficulty challenging, especially when handling initial setup and resolving issues within the software.
  • Users face a steep learning curve with Datarails, but support and updates help ease the onboarding process.
  • Users are disappointed by missing features in Datarails, limiting their ability to fully leverage the platform.
  • Users face a steep learning curve with Datarails, but support and updates help users adapt over time.
  • Users find Datarails’ complexity in backend processes frustrating, complicating data tracing and troubleshooting efforts.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.7/5.0

Total Reviews: 121

How Do G2 Users Rate Fathom?

  • Custom Reports: 9.1/10 (Category avg: 8.7/10)
  • Report Types: 9.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Fathom?

  • Seller: Fathom Applications
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Brisbane, QLD
  • Twitter: @fathomhq
    7,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Financial Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 60% Small, 32% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and flexible features of Fathom, enhancing reporting clarity and operational insight.
  • Users find Fathom to be intuitive and powerful, enabling effortless financial planning and streamlined reporting processes.
  • Users value the versatile reporting capabilities of Fathom, enhancing clarity and efficiency in their financial insights.
  • Users value the prompt and helpful customer support of Fathom, enhancing their overall experience with the product.
  • Users praise Fathom for its reporting efficiency, enabling accurate decisions through visually appealing and flexible reports.
Cons
  • Users find missing features in Fathom, particularly struggles with budget uploads and lack of custom KPI integration.
  • Users struggle with upload issues, finding the Excel format cumbersome and automation lacking for budget management.
  • Users find customization difficult in Fathom, wishing for more flexibility in reporting and data presentation options.
  • Users find import issues frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone.
  • Users feel that Fathom needs improvements in structure clarity and graphical representation for better reporting and user experience.

What Are Recent G2 Reviews of Fathom?

LiveFlow

LiveFlow is the Agentic Accounting & FP&A Platform that closes your books in real-time. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. 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&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. Flow is built for Construction finance teams. Flow gives builders real-time visibility into the numbers that actually run a job. Connect your project management stack — like JobTread, Procore, or Buildertrend to automatically produce WIP schedules, job-costing, and Cash Flow reports, without rebuilding spreadsheets every month. Roll results up across multiple entities and locations for instant consolidated financials. Forecast Cash Flow by job so you always know which projects are making money and where you're over- or under-billed. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts.

Average Rating: 4.9/5.0

Total Reviews: 332

How Do G2 Users Rate LiveFlow?

  • Custom Reports: 9.2/10 (Category avg: 8.7/10)
  • Report Types: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.8/10 (Category avg: 8.6/10)

Who Is the Company Behind LiveFlow?

  • Seller: LiveFlow
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    62 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounting Manager, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 75% Small, 20% Medium

What Do G2 Reviewers Say About LiveFlow?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets.
  • Users value the time-saving capabilities of LiveFlow, enabling quick report generation and reducing manual data updates.
  • Users value the time-saving capabilities of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly.
  • Users value the reporting efficiency of LiveFlow, saving hours with quick, high-quality, customizable reports.
  • Users find LiveFlow highly efficient, drastically reducing time spent on financial reporting for multiple entities.
Cons
  • Users find a lack of drill-down capabilities and request faster addition of new features in LiveFlow.
  • Users find the inefficient reporting process cumbersome, often combining reports manually for year over year comparisons.
  • Users desire more customization options for reports and dashboards, finding current limitations frustrating.
  • Users face challenges with refresh issues as version history becomes difficult to navigate with frequent updates.
  • Users feel the service is expensive especially if only a few features are utilized, making it a significant investment.

What Are Recent G2 Reviews of LiveFlow?

What Are G2 Users Discussing About LiveFlow?

D&B Finance Analytics Credit Intelligence

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 mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience.

Average Rating: 4.5/5.0

Total Reviews: 98

How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?

  • Kundenspezifische Berichte: 6.9/10 (Category avg: 8.7/10)
  • Berichtstypen: 7.6/10 (Category avg: 8.8/10)
  • War the product ein guter Geschäftspartner?: 8.6/10 (Category avg: 9.2/10)
  • Benutzerdefinierte KPIs: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind D&B Finance Analytics Credit Intelligence?

  • Verkäufer: Dun & Bradstreet
  • Unternehmenswebsite:
  • Hauptsitz: Short Hills, NJ
  • Twitter: @DunBradstreet
    22,541 Twitter-Follower
  • LinkedIn®-Seite: www.linkedin.com
    5,747 Mitarbeiter*innen auf LinkedIn®
  • Eigentum: NYSE: DNB

Who Uses This Product?

  • Top Industries: Herstellung, Buchhaltung
  • Company Size: 49% Medium, 29% Small

What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence?

AI-generated summary from verified user reviews

Pros
  • Benutzer finden D&B Finance Analytics Credit Intelligence einfach zu bedienen, was den Zugang zu wichtigen Kreditinformationen effizient vereinfacht.
  • Benutzer schätzen die Kreditwürdigkeitsanalyse, die von D&B Finance Analytics für fundierte Entscheidungen in Lieferantenbeziehungen bereitgestellt wird.
  • Benutzer schätzen die Echtzeitdaten und prädiktive Analysen von D&B Finance Analytics, die effektiv fundierte Kreditentscheidungen unterstützen.
  • Benutzer schätzen die benutzerfreundlichen Werkzeuge von D&B Finance Analytics, die die Effizienz der Kreditbewertung und des Risikomanagements verbessern.
  • Benutzer schätzen die klare Sichtbarkeit und Echtzeitdaten von D&B Finance Analytics Credit Intelligence für fundierte Kreditentscheidungen.
Cons
  • Benutzer erleben Ungenauigkeiten bei Datenaktualisierungen und Abweichungen, die die Zuverlässigkeit von Kreditbewertungen und Einblicken beeinträchtigen.
  • Benutzer erleben oft Datenungenauigkeiten aufgrund veralteter Informationen, was die Zuverlässigkeit und Navigation von Berichten beeinträchtigt.
  • Benutzer haben Schwierigkeiten mit Problemmeldungen aufgrund schwankender Bewertungen, fehlender erklärender Informationen und frustrierender Anmeldeprobleme.
  • Benutzer finden die überwältigende Menge an Daten und die verwirrende Terminologie herausfordernd für eine effektive Navigation und Abfrage.
  • Benutzer finden die Komplexität von Daten und Berichten in D&B Finance Analytics herausfordernd, was oft zu einer steilen Lernkurve führt.

What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence?

What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate Reach Reporting?

  • Custom Reports: 9.1/10 (Category avg: 8.7/10)
  • Report Types: 9.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • Twitter: @ReachReporting
    148 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 76% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Reach Reporting, highlighting its straightforward setup and customizable dashboards for clear reporting.
  • Users appreciate the clear and beautiful visuals of Reach Reporting, making decision-making and client communication seamless and effective.
  • Users value the reporting efficiency of Reach Reporting, as it simplifies financial reports and enhances decision-making.
  • Users value Reach Reporting for its time-saving automation in financial reporting, enhancing decision-making efficiency.
  • Users value the easy integrations with QuickBooks, enhancing efficiency and saving valuable time in their reporting processes.
Cons
  • Users desire additional missing features in Reach Reporting, such as more UI options and better data integration capabilities.
  • Users find the system not very intuitive initially, which impacts the overall user experience and efficiency.
  • Users experience connectivity issues with Reach Reporting, facing slow syncing and limitations on multiple connections.
  • Users find the dashboard limitations frustrating, wishing for better organization of reports and enhanced forecasting features.
  • Users face implementation issues due to clunky data consolidation and limitations in the budget builder's functionality.

What Are Recent G2 Reviews of Reach Reporting?

DualEntry

DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.

Average Rating: 4.9/5.0

Total Reviews: 123

How Do G2 Users Rate DualEntry?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind DualEntry?

  • Seller: DualEntry
  • Company Website:
  • Year Founded: 2024
  • HQ Location: New York, US
  • Twitter: @dualentry
    765 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant
  • Top Industries: Accounting, Manufacturing
  • Company Size: 49% Medium, 34% Small

What Do G2 Reviewers Say About DualEntry?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
  • Users value the smooth handling of thousands of transactions, ensuring performance even during high-volume processing.
  • Users highlight the efficiency of DualEntry in handling high-volume transactions smoothly and reliably.
  • Users value the powerful integrations of DualEntry, enhancing accuracy and efficiency in financial tracking.
  • Users appreciate the time-saving automation of DualEntry, allowing teams to focus on strategic decision-making.
Cons
  • Users find that improvement is needed in onboarding guidance and customization options for a better experience.
  • Users note the missing mobile app and lack of onboarding tools, making the initial experience challenging.
  • Users express frustration with limited customization options in DualEntry, impacting their ability to personalize the experience.
  • Users find the interface not user-friendly, as it lacks guidance and onboarding tools for newcomers.
  • Users find the learning difficulty with DualEntry challenging due to insufficient guidance for new users.

What Are Recent G2 Reviews of DualEntry?

Velixo

Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo.

Average Rating: 4.6/5.0

Total Reviews: 274

How Do G2 Users Rate Velixo?

  • Custom Reports: 8.9/10 (Category avg: 8.7/10)
  • Report Types: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Velixo?

  • Seller: Velixo
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Montreal, QC
  • Twitter: @VelixoSolutions
    90 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    63 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Construction, Accounting
  • Company Size: 60% Medium, 28% Small

What Do G2 Reviewers Say About Velixo?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting.
  • Users value the seamless Excel integration of Velixo, enabling real-time data access and efficient report management.
  • Users value the reporting efficiency of Velixo, enjoying streamlined data management and real-time insights in Excel.
  • Users value the Excel functionality of Velixo, enjoying seamless integration and real-time data access for efficient reporting.
  • Users value the time-saving capabilities of Velixo, dramatically reducing report generation and data updating tasks.
Cons
  • Users experience Excel integration issues, making it challenging to connect and utilize Velixo effectively.
  • Users note a challenging learning curve, especially for those unfamiliar with Excel or ERP systems.
  • Users find the complexity of formulas in Velixo challenging, making reporting more difficult than necessary.
  • Users report refresh issues with Velixo, noting longer wait times and occasional technical errors impacting usability.
  • Users experience slow performance with Velixo, especially when multiple users access data simultaneously, affecting efficiency.

What Are Recent G2 Reviews of Velixo?

What Are G2 Users Discussing About Velixo?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 85

How Do G2 Users Rate Joiin?

  • Custom Reports: 8.7/10 (Category avg: 8.7/10)
  • Report Types: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Custom KPIs: 7.8/10 (Category avg: 8.6/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • Twitter: @joiinreporting
    199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 62% Small, 35% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin to be highly easy to use, facilitating quick financial reporting and intuitive setup processes.
  • Users praise the efficient consolidated reporting of Joiin, appreciating its speed and simplicity across multiple entities and currencies.
  • Users value the reporting efficiency of Joiin, enabling quick and reliable consolidated reports across multiple entities.
  • Users value the responsive customer support of Joiin, ensuring continuous improvement and effective assistance with their needs.
  • Users value the effortless report creation in Joiin, streamlining their consolidation process and saving time.
Cons
  • Users find reporting functionality inefficient, often needing additional adjustments after exports for proper presentation.
  • Users face reporting issues with Joiin, often needing to export data for better formatting and presentation.
  • Users find that the limited reporting capabilities of Joiin require additional steps to finalize management accounts effectively.
  • Users note the missing features in Joiin, such as lack of report titles and sorting options, limiting usability.
  • Users note formatting issues with reports and exports, necessitating additional cleanup before sharing and using effectively.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Martus

Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with leading ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, MIP, and more, plus legacy systems including Sage 100, 200, 300, Great Plains, and Aplos. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission.

Average Rating: 4.7/5.0

Total Reviews: 100

How Do G2 Users Rate Martus?

  • Custom Reports: 7.8/10 (Category avg: 8.7/10)
  • Report Types: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Custom KPIs: 7.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Martus?

  • Seller: Martus Solutions
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Greenville, US
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Non-Profit Organization Management, Religious Institutions
  • Company Size: 50% Medium, 32% Small

What Do G2 Reviewers Say About Martus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Martus, enjoying its clear presentation and seamless integration with accounting systems.
  • Users value the excellent customer support from Martus, enhancing their overall experience and organizational efficiency.
  • Users value the seamless integration of Martus with accounting systems, enhancing financial transparency and budgeting efficiency.
  • Users praise the streamlined budgeting management of Martus, significantly reducing time and enhancing accessibility for managers.
  • Users value the budgeting efficiency of Martus, significantly reducing preparation time and enhancing access to financial reports.
Cons
  • Users find the learning curve challenging, requiring time to adapt and understand data reporting effectively.
  • Users find the steep learning curve of Martus challenging, requiring time and effort to fully understand the system.
  • Users find Martus to have a fairly complex interface that can confuse and complicate usage for small schools.
  • Users find the user interface confusing as navigating between worksheets and filters can be cumbersome and unintuitive.
  • Users find Martus has a learning difficulty, requiring time to understand data pulling and reporting features.

What Are Recent G2 Reviews of Martus?

What Are G2 Users Discussing About Martus?

Parallel

Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet.

Average Rating: 4.9/5.0

Total Reviews: 30

How Do G2 Users Rate Parallel?

  • Custom Reports: 8.6/10 (Category avg: 8.7/10)
  • Report Types: 9.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Parallel?

  • Seller: Parallel
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Lehi, US
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software
  • Company Size: 83% Small, 7% Medium

What Do G2 Reviewers Say About Parallel?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the forecasting capabilities of Parallel, empowering confident decision-making and optimizing spend for growth.
  • Users value the fantastic customer support from Parallel, assisting with budgets, forecasts, and financial reporting effectively.
  • Users appreciate the ease of use of Parallel, allowing non-technical founders to efficiently manage finances and forecasts.
  • Users value the efficiency of Parallel, enabling quick decision-making and simplifying financial modeling for their startups.
  • Users highlight the easy setup of Parallel, enabling quick onboarding and efficient financial planning in hours.
Cons
  • Users report occasional software bugs, though many have experienced improved stability over time with Parallel.
  • Users faced download issues with financials, but appreciated the team's quick response to feedback.
  • Users face a learning curve with Parallel due to finance concepts, but support mitigates challenges effectively.
  • Users experience a limited visualization of financial data in Parallel, making initial understanding challenging without prior expertise.
  • Users desire more features from Parallel to enhance its functionality as a complete accounting system.

What Are Recent G2 Reviews of Parallel?

G-Accon

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

Average Rating: 4.8/5.0

Total Reviews: 200

How Do G2 Users Rate G-Accon?

  • Custom Reports: 8.1/10 (Category avg: 8.7/10)
  • Report Types: 8.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Custom KPIs: 7.3/10 (Category avg: 8.6/10)

Who Is the Company Behind G-Accon?

  • Seller: G-Accon
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Novi, MI
  • Twitter: @G_AcconServices
    1,409 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, CFO
  • Top Industries: Accounting, Financial Services
  • Company Size: 66% Small, 33% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of G-Accon, enabling rapid data retrieval and report generation with minimal effort.
  • Users value the automation capabilities of G-Accon, significantly reducing report generation time and increasing efficiency.
  • Users value the time-saving automation of G-Accon, transforming days of reporting into mere minutes.
  • Users value the seamless integration of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis.
  • Users value the time-saving automation of G-Accon, drastically reducing the time spent on financial reporting tasks.
Cons
  • Users find reporting issues frustrating, noting difficulties in connecting custom reports and data loss when copying sheets.
  • Users find that G-Accon's inefficient reporting can complicate generating accurate custom and consolidated reports.
  • Users find navigation poor, experiencing confusion and difficulty locating features within the G-Accon platform.
  • Users find the dated interface of G-Accon less appealing and hope for a modernized, more intuitive design.
  • Users find a steep learning curve with G-Accon, making initial usage challenging for those unfamiliar with its features.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Jirav

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.

Average Rating: 4.7/5.0

Total Reviews: 194

How Do G2 Users Rate Jirav?

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

Who Is the Company Behind Jirav?

  • Seller: Jirav
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Seattle, WA
  • Twitter: @GoJirav
    1,111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    46 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Controller
  • Top Industries: Accounting, Computer Software
  • Company Size: 64% Small, 35% Medium

What Do G2 Reviewers Say About Jirav?

AI-generated summary from verified user reviews

Pros
  • Users praise Jirav for its ease of use, facilitating quick report preparation and intuitive navigation for clients.
  • Users praise Jirav's exceptional customer support, noting quick responses and effective assistance with integration and usage.
  • Users appreciate the robust visual presentation of Jirav, enhancing understanding of financial data for clients.
  • Users commend the easy setup of Jirav, facilitated by excellent onboarding and responsive customer support.
  • Users highlight Jirav's robust financial management capabilities, enhancing reporting and planning for effective business advisory.
Cons
  • Users face a steep learning curve initially, particularly transitioning from traditional spreadsheets to Jirav's interface.
  • Users report a noticeable learning curve initially, but find it rewarding once they adapt to the platform.
  • Users face a notable learning difficulty transitioning from Excel, although support helps mitigate challenges.
  • Users find the limited reporting features cumbersome, impacting their ability to efficiently generate necessary data.
  • Users desire to see missing features like handling multiple entities and improved reporting capabilities in Jirav.

What Are Recent G2 Reviews of Jirav?

What Are G2 Users Discussing About Jirav?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Coefficient?

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

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • Twitter: @coefficient_io
    346 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 34% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Coefficient, enjoying seamless data extraction and hassle-free connectivity.
  • Users love the automation capabilities of Coefficient, which simplify data integration and save significant time.
  • Users appreciate the seamless integrations of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets.
  • Users love the easy integrations of Coefficient, drastically improving workflow and enabling hassle-free data syncing.
  • Users enjoy the time-saving automation of Coefficient, regaining hours each week with effortless data management.
Cons
  • Users find the feature limitations of Coefficient frustrating, especially with filtering and data formatting issues.
  • Users face limited features with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets.
  • Users are dissatisfied with the missing features in Coefficient, such as limited filter options and inadequate chart integration.
  • Users face filter limitations in Coefficient, impacting their ability to manage data efficiently across imports.
  • Users face integration issues with Coefficient, particularly lacking essential features and facing frustrating import formats.

What Are Recent G2 Reviews of Coefficient?

Syft

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

Average Rating: 4.8/5.0

Total Reviews: 76

How Do G2 Users Rate Syft?

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

Who Is the Company Behind Syft?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Syft?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive and versatile reporting of Syft, significantly enhancing decision-making and time efficiency.
  • Users appreciate the easy integrations of Syft, enhancing efficiency through seamless connections with multiple platforms.
  • Users value the ease of integration and professional report options that enhance financial management in small businesses.
  • Users appreciate the seamless integrations of Syft, enhancing efficiency and streamlining financial processes significantly.
  • Users value the reporting efficiency of Syft, which streamlines month-end processes and enhances overall productivity.
Cons
  • Users face connectivity issues with limited data options and syncing problems, though support is helpful when available.
  • Users find the customization difficulties in Syft limit their ability to create detailed reports and comparisons.
  • Users face Excel integration issues, limiting data connections and restricting advanced reporting capabilities compared to Excel.
  • Users find Syft to be expensive, as costs increase significantly for accessing all its fantastic features.
  • Users note a noticeable learning curve with Syft, especially for mastering advanced analytics tools despite helpful training resources.

What Are Recent G2 Reviews of Syft?

What Are G2 Users Discussing About Syft?

Runway Financial

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate Runway Financial?

  • Custom Reports: 9.4/10 (Category avg: 8.7/10)
  • Report Types: 8.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.4/10 (Category avg: 8.6/10)

Who Is the Company Behind Runway Financial?

  • Seller: Runway Financial
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @runwayco
    8,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 53% Small, 47% Medium

What Do G2 Reviewers Say About Runway Financial?

AI-generated summary from verified user reviews

Pros
  • Users commend Runway Financial's exceptional customer support, highlighting the team's attentiveness and quick problem-solving abilities.
  • Users find Runway Financial to be incredibly easy to use, providing an intuitive system for streamlined financial planning.
  • Users appreciate the easy integrations of Runway Financial, unifying diverse tools for better financial visibility and reporting.
  • Users value the ease of planning in Runway Financial, allowing for comprehensive financial modeling and analysis.
  • Users value the automated integration capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency.
Cons
  • Users warn of a difficult learning curve with Runway Financial, especially for those unfamiliar with SQL or financial terminology.
  • Users find Runway Financial has a steep learning curve, especially for those unfamiliar with SQL and financial terminology.
  • Users face a steep learning curve with Runway Financial, especially when onboarding and familiarizing with terminology.
  • Users face a steep learning curve with Runway Financial, especially if unfamiliar with SQL and financial terminology.
  • Users find the onboarding process complex and require ongoing support for effective use of Runway Financial.

What Are Recent G2 Reviews of Runway Financial?