# Best Financial Analysis Software for Small Business - Page 3 ## How Many Financial Analysis Software Products Does G2 Track? **Total Products under this Category:** 207 ### Category Stats (Jul 2026) - **Average Rating:** 4.53/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank Financial Analysis Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 9,000+ Authentic Reviews - 207+ 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](https://www.g2.com/categories/financial-analysis/grids.png?focus%5B%5D=99063&focus%5B%5D=160444&focus%5B%5D=10475&focus%5B%5D=96765&focus%5B%5D=95296&focus%5B%5D=1402310&focus%5B%5D=127184&focus%5B%5D=103747) Highlighted products: Datarails, LiveFlow, Fathom, 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=liveflow&focus%5B%5D=fathom&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) **Sponsored** ### Aleph 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 finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1550&secure%5Bchosen_at%5D=2026-08-01T02%3A45%3A05Z&secure%5Bdisplayable_resource_id%5D=1550&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1550&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analysis%2Fsmall-business%3Fpage%3D3&secure%5Btoken%5D=d7814e1df1265963e4a86f244da7ae65d46d1dc65056334265e61357d0ef25bf&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Banalysis&secure%5Burl_type%5D=custom_url) ### [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. **Average Rating:** 4.5/5.0 **Total Reviews:** 144 #### How Do G2 Users Rate Cube? - **Custom Reports:** 8.6/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Cube? - **Seller:** [Cube](https://www.g2.com/sellers/cube-962a346c-36a4-4f22-8fc2-83ec443ddb2f) - **Company Website:** cubesoftware.com - **Year Founded:** 2018 - **HQ Location:** New York - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13736bea2734b0c5514932d2f46ee5899005093b7660d4677a822bb189d2c405&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35625340%2F&secure%5Burl_type%5D=linkedin_company_website) 153 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Finance Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 81% Medium, 16% Small #### What Do G2 Reviewers Say About Cube? _AI-generated summary from verified user reviews_ ##### Pros - Users find Cube to be **intuitive and easy to use** , allowing for fast implementation and efficient functionality. - Users praise the **excellent customer support** of Cube, highlighting their responsiveness and dedication to user success. - Users appreciate the **flexibility** of Cube, enabling seamless integration and intuitive customization for improved FP&A processes. - Users love Cube for its **seamless integrations** , enhancing efficiency and streamlining financial processes effectively. - Users value the **customizable dashboards** in Cube, allowing quick access to KPIs and in-depth analysis. ##### Cons - Users find the **complexity of data transfer** with Cube challenging due to its predefined custom dimensions. - Users feel the **customization options are limited** , impacting their ability to fully utilize Cube's capabilities. - Users find the **dashboard limitations** restrictive, desiring enhanced customization and visualization options for better functionality. - Users find **data transfer complexities** with Cube's predefined dimensions challenging, hindering seamless implementation and efficiency. - Users face **data management issues** with Cube, particularly difficulties in data transfer and limited custom dimensions. #### What Are Recent G2 Reviews of Cube? **["Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features"](https://www.g2.com/survey_responses/cube-review-13057613)** **Rating:** 4.5/5.0 stars _— Kyle C._ [Read full review](https://www.g2.com/survey_responses/cube-review-13057613) **["Excel-Native Powerhouse with Seamless Integrations and Responsive Support"](https://www.g2.com/survey_responses/cube-review-13033122)** **Rating:** 4.0/5.0 stars _— Chris K._ [Read full review](https://www.g2.com/survey_responses/cube-review-13033122) #### What Are G2 Users Discussing About Cube? - [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made) - [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for) ### [Phocas Software](https://www.g2.com/products/phocas-software/reviews) Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. **Average Rating:** 4.6/5.0 **Total Reviews:** 188 #### How Do G2 Users Rate Phocas Software? - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Phocas Software? - **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software) - **Company Website:** www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7eb9c21d1181e3923b0fde959f16f1699c72049f69befd87e6910ef659203119&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1114241%2F&secure%5Burl_type%5D=linkedin_company_website) 332 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Medium, 23% Small #### What Do G2 Reviewers Say About Phocas Software? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Phocas Software, enabling straightforward data interpretation and effective decision-making. - Users praise Phocas Software for its **intuitive capabilities** that simplify data analysis and enhance decision-making. - Users value **fast and clear data analysis** in Phocas Software, facilitating informed decision-making with ease. - Users value the **easy report creation** in Phocas Software, enabling quick, defensible insights for decision-making. - Users appreciate the **reporting efficiency** of Phocas Software, enabling quick, credible insights for informed decision-making. ##### Cons - Users find **feature improvements necessary** for Phocas Software, particularly in budgeting and user experience at scale. - Users note that **improvements are needed** in data handling, budgeting, and user experience for better efficiency. - Users report **missing features** in Phocas Software, impacting operational efficiency and user experience in complex environments. - Users express frustration over **missing functionality** like real-time data access and limited contract-level intelligence in Phocas Software. - Users report encountering **bugs and date format issues** that complicate setup and lead to time-consuming troubleshooting. #### What Are Recent G2 Reviews of Phocas Software? **["Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"](https://www.g2.com/survey_responses/phocas-software-review-12082649)** **Rating:** 5.0/5.0 stars _— Lyndon R._ [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) **["Effortless Data Integration and Visualization with Phocas"](https://www.g2.com/survey_responses/phocas-software-review-12057725)** **Rating:** 5.0/5.0 stars _— Matthew W._ [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### [Oracle Essbase](https://www.g2.com/products/oracle-essbase/reviews) Oracle Essbase is the industry-leading multi-dimensional online analytical processing (OLAP) server, providing a rich environment for effectively developing custom analytic and enterprise performance management applications. **Average Rating:** 4.3/5.0 **Total Reviews:** 237 #### How Do G2 Users Rate Oracle Essbase? - **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?:** 6.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.3/10 (Category avg: 8.6/10) #### Who Is the Company Behind Oracle Essbase? - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Insurance - **Company Size:** 74% Large, 19% Medium #### What Do G2 Reviewers Say About Oracle Essbase? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **Excel integration through Smart View** , enhancing their multidimensional analysis capabilities in Oracle Essbase. - Users value the **multidimensional analysis** capabilities and seamless **Excel integration** via SmartView in Oracle Essbase. ##### Cons - Users find the **difficulties in data management** frustrating, as the interface feels outdated and errors are common. - Users find the Oracle Essbase interface **not user-friendly** , often struggling with its outdated design and error sensitivity. #### What Are Recent G2 Reviews of Oracle Essbase? **["Powerful Multidimensional Analysis with Smooth Excel SmartView Integration"](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)** **Rating:** 4.5/5.0 stars _— Verified User in Telecommunications_ [Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-12405557) **["My personal experience about essbase"](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)** **Rating:** 4.5/5.0 stars _— Rohith P._ [Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-8010153) #### What Are G2 Users Discussing About Oracle Essbase? - [What is Oracle Essbase used for?](https://www.g2.com/discussions/what-is-oracle-essbase-used-for) - [What is the difference between Hyperion and Essbase?](https://www.g2.com/discussions/what-is-the-difference-between-hyperion-and-essbase) - [Is Oracle Essbase a relational database?](https://www.g2.com/discussions/is-oracle-essbase-a-relational-database) - [What is Essbase database?](https://www.g2.com/discussions/what-is-essbase-database) - [What is Essbase used for?](https://www.g2.com/discussions/what-is-essbase-used-for) ### [Apliqo](https://www.g2.com/products/apliqo/reviews) Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Apliqo? - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.5/10 (Category avg: 8.6/10) #### Who Is the Company Behind Apliqo? - **Seller:** [Apliqo](https://www.g2.com/sellers/apliqo) - **Company Website:** apliqo.com - **Year Founded:** 2013 - **HQ Location:** Zurich, CH - **Twitter:** @apliqo 47 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42cebe4a8b9e78c0f920639416c9c41dcf62b688db97afd1e654e5040d8f8356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapliqo&secure%5Burl_type%5D=linkedin_company_website) 19 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Consulting, Information Technology and Services - **Company Size:** 62% Medium, 31% Small #### What Do G2 Reviewers Say About Apliqo? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **user-friendly dashboards** of Apliqo, enhancing data visualization and decision-making efficiency. - Users value the **ease of development** in Apliqo, appreciating its built-in features and seamless TM1 integration. - Users value the **customizability** of Apliqo, enabling tailored dashboards that enhance data visualization and interactivity. - Users value the **highly customizable dashboards** of Apliqo, enhancing their ability to visualize and interact with data effectively. - Users benefit from **highly customizable dashboards** in Apliqo, enhancing data visualization and interaction for better decision-making. ##### Cons - Users may face **learning difficulties** due to the technical knowledge required for effective use of Apliqo. - Users note a **steep learning curve** for non-technical developers, especially regarding TM1, MDX, CSS, and JSON. - Users note that **expertise is required** in TM1 and MDX, making it challenging for non-technical developers. - Users face **customization difficulties** with Apliqo, requiring extensive knowledge of TM1, MDX, CSS, and JSON. - Users find **customization difficult** in Apliqo, requiring technical knowledge that may challenge less experienced developers. #### What Are Recent G2 Reviews of Apliqo? **["Intuitive Frontend for Planning Analytics"](https://www.g2.com/survey_responses/apliqo-review-10223927)** **Rating:** 4.5/5.0 stars _— Van Zyl B._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) **["Delivering business value through an intuitive interface"](https://www.g2.com/survey_responses/apliqo-review-10319445)** **Rating:** 5.0/5.0 stars _— Dave H._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) ### [PlanGuru](https://www.g2.com/products/planguru/reviews) PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make implementation and utilization simple for businesses of all sizes and shapes. **Average Rating:** 4.5/5.0 **Total Reviews:** 37 #### How Do G2 Users Rate PlanGuru? - **Custom Reports:** 8.8/10 (Category avg: 8.7/10) - **Report Types:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) #### Who Is the Company Behind PlanGuru? - **Seller:** [PlanGuru](https://www.g2.com/sellers/planguru) - **Year Founded:** 2013 - **HQ Location:** Wilkes Barre, PA - **Twitter:** @planguru 196 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60b40a541bddfc77c78db406a86db973c2009fad89fcd48b1cb52bf1764cb708&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanguru%2F&secure%5Burl_type%5D=linkedin_company_website) 11 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 65% Small, 38% Medium #### What Do G2 Reviewers Say About PlanGuru? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **robust support and extensive features** of PlanGuru, greatly enhancing their financial data management. - Users value the **outstanding customer support** from Plan Guru, enhancing the overall experience with personalized assistance. - Users praise the **knowledgeable customer support** of PlanGuru, making financial data integration seamless and effective. - Users value the **customization options** in PlanGuru, enhancing their reporting experience with tailored KPI and data sets. - Users appreciate the **easy implementation** of PlanGuru, benefiting from knowledgeable support during data integration. ##### Cons - Users find the **complexity of features** in PlanGuru can be confusing, though support is readily available. - Users experience **confusion** due to numerous features, though the PlanGuru team provides helpful support when needed. #### What Are Recent G2 Reviews of PlanGuru? **["Plan Guru is great!"](https://www.g2.com/survey_responses/planguru-review-9572323)** **Rating:** 4.0/5.0 stars _— Verified User in Environmental Services_ [Read full review](https://www.g2.com/survey_responses/planguru-review-9572323) **["RTA Group Review of Plan Guru"](https://www.g2.com/survey_responses/planguru-review-9421484)** **Rating:** 5.0/5.0 stars _— Jill S._ [Read full review](https://www.g2.com/survey_responses/planguru-review-9421484) #### What Are G2 Users Discussing About PlanGuru? - [What does Planguru do?](https://www.g2.com/discussions/what-does-planguru-do) - 1 comment - [How much does PlanGuru cost?](https://www.g2.com/discussions/how-much-does-planguru-cost) - [What is budget maestro?](https://www.g2.com/discussions/what-is-budget-maestro) ### [Grid](https://www.g2.com/products/withgrid/reviews) From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate Grid? - **Custom Reports:** 7.5/10 (Category avg: 8.7/10) - **Report Types:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Grid? - **Seller:** [Grid (formerly SaaSGrid)](https://www.g2.com/sellers/grid-formerly-saasgrid) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e6bf866d5fef45369b29c2747eeff70c71471bb32aa9de9684c87c25c46dd4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithgrid%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 71% Small, 21% Medium #### What Do G2 Reviewers Say About Grid? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy integrations** with Hubspot and other tools, enhancing their data reporting and visualization experience. - Users praise the **reporting efficiency** of Grid, highlighting its easy integration and valuable prebuilt reports and charts. - Users value the **automation capabilities** of SaaSGrid, significantly enhancing their metrics tracking and analysis efficiency. - Users value the **collaborative insights** from SaaSGrid, enabling multiple teams to access vital metrics effortlessly. - Users value the **outstanding customer support** of SaaSGrid, ensuring responsive help for any unique challenges faced. ##### Cons - Users feel that the **cost is high** now that it's only available for those with significant ARR. - Users find it helpful for current metrics, but experience **slow performance** that hinders forecasted metrics functionality. #### What Are Recent G2 Reviews of Grid? **["Finally, metrics our whole team trusts"](https://www.g2.com/survey_responses/grid-review-12989721)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/grid-review-12989721) **["Less time wrangling data, more time acting on it"](https://www.g2.com/survey_responses/grid-review-12971727)** **Rating:** 5.0/5.0 stars _— Yulija K._ [Read full review](https://www.g2.com/survey_responses/grid-review-12971727) ### [Octopus AI](https://www.g2.com/products/octopus-ai/reviews) Easy and instant financial planning for your early-stage startup. No CFO yet? No problem! Octopus's intuitive platform allows founders without a finance background to effortlessly monitor their startup's financial performance and forecast future scenarios. **Average Rating:** 4.5/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Octopus AI? - **Custom Reports:** 8.3/10 (Category avg: 8.7/10) - **Report Types:** 7.0/10 (Category avg: 8.8/10) - **Custom KPIs:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Octopus AI? - **Seller:** [OCTOPUS.AI](https://www.g2.com/sellers/octopus-ai) - **Year Founded:** 2023 - **HQ Location:** Wilmington - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d7ad4161d2623e5f0f025cbf2e6f19668a02115fdb0fe923fb1616cf13ebfb7a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmy-octopus-ai%2Fabout%2F&secure%5Burl_type%5D=linkedin_company_website) 10 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Small, 8% Medium #### What Do G2 Reviewers Say About Octopus AI? _AI-generated summary from verified user reviews_ ##### Pros - Users find Octopus AI **easy to use** , facilitating analysis and providing accessible financial insights for better decision making. - Users find Octopus AI's **ease of use and insightful analytics** invaluable for quick, informed decision-making. - Users value the **easy integrations** of Octopus AI, enabling convenient daily data management for improved marketing campaigns. - Users appreciate the **real-time data** capabilities of Octopus AI, providing immediate financial insights without delay. - Users value the **immediate and concrete answers** from Octopus AI, simplifying financial analysis without burdening their teams. ##### Cons - Users find Octopus AI **expensive** , suggesting improvements in pricing and marketing for better value. - Users face **integration issues** with Octopus AI, as it does not connect with all necessary data sources. - Users note the **limited functionality** of Octopus AI, indicating it's still in early development with some glitches. - Users often face **navigation difficulty** , struggling to locate certain features initially within Octopus AI. - Users report **software bugs** in Octopus AI, indicating early development and narrow functionality impacting their experience. #### What Are Recent G2 Reviews of Octopus AI? **["Dynamic website and app design with real-time cost estimation"](https://www.g2.com/survey_responses/octopus-ai-review-9498196)** **Rating:** 4.5/5.0 stars _— Isil A._ [Read full review](https://www.g2.com/survey_responses/octopus-ai-review-9498196) **["Strategically built AI Tools for planning and execution"](https://www.g2.com/survey_responses/octopus-ai-review-9738635)** **Rating:** 5.0/5.0 stars _— Prabhjeet K._ [Read full review](https://www.g2.com/survey_responses/octopus-ai-review-9738635) ### [ExtendInsights](https://www.g2.com/products/extendinsights/reviews) Start working from one place without jumping between systems. ExtendInsights connects your business data across NetSuite, Salesforce, HubSpot, Google Analytics, Stripe, Chargebee, and more directly into Excel. There, you can analyze, update, and report on live data without time-consuming exports, CSV processes, or manual rework. Instead of exporting from each system and stitching data together manually, ExtendInsights lets you access everything in one place—live, connected, and ready to go. Writeback is also available for NetSuite, Salesforce, and HubSpot. Whether you’re building live financial reports, updating records in bulk, analyzing saved searches or queries, combining multiple data sources, or creating executive dashboards, ExtendInsights eliminates manual steps and accelerates every part of your workflow. ExtendInsights brings analytics, data management, and financial reporting together in a single Excel-based experience. Create, edit, and update records in NetSuite, Salesforce, and HubSpot while simultaneously analyzing live data, all without switching tools or relying on CSVs. The result is faster workflows, fewer errors, and more time spent on insights instead of data preparation. Your team already works in Excel. Now they can do everything there. Key features: Visualize data using dynamic pivot tables and charts Build fast, accurate, and auditable financial reports Leverage data source security to keep data secure CloudExtend empowers users to make faster, more insightful decisions by creating innovative, user-friendly applications that integrate workplace productivity tools with platforms they use every day to automatically add emails, events, and files to NetSuite from Gmail and Outlook, or use Excel and Power BI to improve reporting and analysis capabilities for popular data sources. Our integration apps eliminate hundreds of hours of manual work, significantly reduce data import times, and provide a 360-degree view of customer activity. **Average Rating:** 4.5/5.0 **Total Reviews:** 47 #### How Do G2 Users Rate ExtendInsights? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) #### Who Is the Company Behind ExtendInsights? - **Seller:** [CloudExtend by Celigo](https://www.g2.com/sellers/cloudextend-by-celigo) - **Company Website:** www.cloudextend.io - **Year Founded:** 2007 - **HQ Location:** Redwood City, US - **Twitter:** @cloudextendIO 253 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e5672f539d462d13e8e612e2000bfda8cb3ea69de634a97aaf2be3f47d1449c4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcloudextend%2F&secure%5Burl_type%5D=linkedin_company_website) 17 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Retail - **Company Size:** 54% Medium, 42% Small #### What Do G2 Reviewers Say About ExtendInsights? _AI-generated summary from verified user reviews_ ##### Pros - Users find ExtendInsights to have **exceptional ease of use** , making data management and updates significantly simpler. - Users appreciate the **easy integrations** of ExtendInsights, enabling quick connections to Excel, NetSuite, and more. - Users value the **effortless data management** of ExtendInsights, simplifying tasks and enhancing overall productivity. - Users praise the **accuracy of information** in ExtendInsights, enhancing data-driven decisions and streamlining management processes. - Users value the **efficient data analysis** capabilities of ExtendInsights, significantly speeding up reporting processes. ##### Cons - Users experience **slow data loading** and limitations in accessing certain data types within ExtendInsights' Data Management. - Users experience **slow data loading** as it processes only 25 lines at a time, disrupting efficiency in data retrieval. - Users experience **slow loading** times when accessing data in ExtendInsights, affecting efficiency and usability. - Users find the **slow processing** of ExtendInsights frustrating, especially with data not loading efficiently. - Users find it challenging to determine the **best fields for creating templates** , impacting their overall experience with ExtendInsights. #### What Are Recent G2 Reviews of ExtendInsights? **["The Only Tool That Makes Connecting Excel to NetSuite Easy"](https://www.g2.com/survey_responses/extendinsights-review-13119964)** **Rating:** 5.0/5.0 stars _— Verified User in Apparel & Fashion_ [Read full review](https://www.g2.com/survey_responses/extendinsights-review-13119964) **["A Huge Time-Saver for Bulk NetSuite Record Updates"](https://www.g2.com/survey_responses/extendinsights-review-13061561)** **Rating:** 4.5/5.0 stars _— Sarah M._ [Read full review](https://www.g2.com/survey_responses/extendinsights-review-13061561) #### What Are G2 Users Discussing About ExtendInsights? - [What is CloudExtend Excel For NetSuite used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-netsuite-used-for) - [What is CloudExtend Excel for Salesforce used for?](https://www.g2.com/discussions/what-is-cloudextend-excel-for-salesforce-used-for) ### [Basis](https://www.g2.com/products/basis-basis/reviews) Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards. **Average Rating:** 4.9/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Basis? - **Custom Reports:** 9.8/10 (Category avg: 8.7/10) - **Report Types:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Basis? - **Seller:** [Basis Finance](https://www.g2.com/sellers/basis-finance) - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=038f15eb2da1528969581ad34f44a5acffdd1aa1e22b374534eb2667af2d560e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbasis-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Small, 17% Medium #### What Are Recent G2 Reviews of Basis? **["Next level FP&A! Basis is a must have if you're ready to level up your company finances."](https://www.g2.com/survey_responses/basis-review-7889241)** **Rating:** 5.0/5.0 stars _— Matt G._ [Read full review](https://www.g2.com/survey_responses/basis-review-7889241) **["A must-have for finance!"](https://www.g2.com/survey_responses/basis-review-8003863)** **Rating:** 5.0/5.0 stars _— Allison L._ [Read full review](https://www.g2.com/survey_responses/basis-review-8003863) - [‹ Prev‹ Prev](/categories/financial-analysis/small-business?order=g2_score&page=2#product-list) - [1](/categories/financial-analysis/small-business?order=g2_score#product-list) - [2](/categories/financial-analysis/small-business?order=g2_score&page=2#product-list) - 3 - Next ›Next › Spotlight Categories [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) [Sales Training and Onboarding Software](https://www.g2.com/categories/sales-training-and-onboarding) [Purchasing Software](https://www.g2.com/categories/purchasing-software) [Integration Platform as a Service (iPaaS) Solutions](https://www.g2.com/categories/ipaas) [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Audit](/categories/financial-audit) [Browse Financial Analysis Themes](/categories/financial-analysis/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Financial Analysis category. In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Small Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from a small business. Show More * * * ## How Do You Choose the Right Financial Analysis Software? ### What You Should Know About Financial Analysis Software ### What is Financial Analysis Software? Financial analysis software helps businesses of all sizes track and monitor their company's financial performance. Using reports and metrics from current and historical data, companies can see how they are currently operating, better plan their financial direction, and identify growth or improvement areas.  This software can convert large, complex data sets into more straightforward reports that allow management to make data-driven decisions. Financial analysis software is often integrated with accounting software or other similar financial platforms that help gather, analyze, and report financial data. It is often used by financial analysts, accountants, finance managers, auditors, and consultants. ### What are the Common Features of Financial Analysis Software? The following are some core features within financial analysis software that can help users make smart decisions and draw conclusions from data analysis. **Financial reports:** This software can take complicated financial data and convert it into organized financial statements and reports, such as income statements, balance sheets, and cash flow statements, which give analysts a more digestible view of an organization's financial health and performance. **Budgeting and forecasting:** The software may include budgeting and forecasting modules, allowing users to create financial projections based on historical data and performance. **Compliance reporting:** Financial analysis software may assist with compliance reporting, ensuring financial data meets regulatory requirements. **Integrations:** This software often integrates with several data sources to compile an accurate view of an organization’s financial status. These sources include accounting or ERP software, spreadsheets, and financial databases. **Metrics:** Financial analysis software can calculate and display various financial ratios and metrics, such as profitability ratios, liquidity ratios, and efficiency ratios, aiding in financial performance evaluation. ### What are the Benefits of Financial Analysis Software? Financial analysis software has many benefits that can help all users with reporting, planning, and company-wide decision making. **Forecasting:** Forecasting modules allow companies to use past financial data to predict better future revenues, expenses, and other costs of doing business. This software helps companies to make educated guesses on several metrics, as forecasting is not an exact science. **Data visualization:** Financial analysis tools often include visualization features that can intake complex number sets and convert them into graphs and charts that are easier to understand and interpret. **Customization:** Financial analysis software often allows customization, such as reports, dashboards, and analysis parameters, to meet specific needs and scales according to the size and complexity of an organization's financial operations. **Data accuracy:** Financial analysis software automates data collection and processing, reducing the risk of manual errors often occurring in manual financial analysis. This ensures greater accuracy and reliability in financial reporting and decision-making. ### Who Uses Financial Analysis Software? A wide range of users throughout a company can use financial analysis software to benefit from its insights and analysis. **Finance professionals:** Financial analysts, accountants, and CFOs are examples of users who use financial analysis tools to analyze financial data by generating financial reports for decision-making, budgeting, and forecasting. **Managers:** Managers from any department within an organization can benefit from utilizing dashboards and reports that provide details on the financial performance of their teams. Financial analysis software can also give more insight into their department that they usually wouldn’t have access to, such as profitability and loss data, market trends, or financially wasteful activities. **Treasurers:** Corporate treasurers utilize this software to manage cash flow, liquidity, and risk exposure, ensuring financial stability and optimizing cash management. **Compliance professionals:** Professionals in regulatory compliance use financial analysis solutions to ensure adherence to financial regulations and prepare financial statements and reports required by regulatory organizations. **Auditors:** Auditors can use financial analysis tools to analyze financial records, transactions, and activities to ensure accuracy and compliance during the auditing process. ### Challenges with Financial Analysis Software While financial analysis software offers numerous benefits, it also has challenges. Some common challenges with this software include: **Data volume and processing:** Handling large volumes of financial data for analysis can be resource-intensive. Slower processing times or system performance issues may occur when dealing with big data sets. **Compliance:** Ensuring that the software's analysis and reporting adhere to financial regulations and standards is crucial, especially in regulated industries. ### How to Buy Financial Analysis Software #### Requirements Gathering (RFI/RFP) for Financial Analysis Software When selecting financial analysis software, it’s essential to first look at how the business operates and then become familiar with the different types of software available.  There are many options for financial analysis products, including those designed for the business needs of small and medium-sized companies.  Some things to consider include its ability to integrate with accounting systems and provide cash flow analysis, trend analysis, and risk analysis, to name a few. #### Compare Financial Analysis Software Products **Create a long list** Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry.  For example, there are platforms built explicitly for enterprises, while others have flexibility with the number of users and allow additional seats as a company grows. **Create a short list** After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. Financial analysis software is available for all budgets, and some general applications may be downloaded for free or bought at a lower price. However, buyers must remember that the more specialized and customized a software is, the more expensive it gets. This is because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business. **Conduct demos** As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most.  For example, one might ask to be walked through any features for managing cash flow analysis, reporting, or comparative analysis. #### Selection of Financial Analysis Software **Choose a selection team** The managers from departments such as accounting, finance, sales, IT, and procurement should be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion on the business's particular needs. Some users may even be able to help the company install and set up the software of their choice. After choosing the software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money.  Therefore, it is also essential to check the scalability of the software solution and vendor capability (from reviews, vendor background, and historical performance in the market). To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software. **Negotiation** Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other.  If a business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays upfront instead of a monthly or quarterly package price.  Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper.  Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate for a long-term offering, sometimes resulting in more favorable pricing. **Final decision** The final decision should be based on all the information gathered previously. Businesses should prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business.  If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with confidence. If the tool is inefficient or not performing as expected, it might be time to test another tool.