Best Financial Analysis Software for Small Business - Page 3

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 251

Category Stats (Oct 2026)

  • Average Rating: 4.53/5 (↓0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Octopus AI (+0.64%) - Among all products in this category, Octopus AI recorded the largest rating increase compared to last month

Last updated: October 06, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,900+ Authentic Reviews
  • 251+ 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: Fathom, Datarails, LiveFlow, DualEntry, Reach Reporting, D&B Finance Analytics Credit Intelligence, Velixo, and G-Accon.

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

Phocas Software

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: 194

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
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    333 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Electrical/Electronic Manufacturing
  • Company Size: 67% Medium, 22% 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, highlighting its intuitive interface and helpful tutorials.
  • Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making.
  • Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making.
  • Users value the efficient report creation in Phocas Software, simplifying complex data for informed decision-making.
  • Users appreciate the reporting efficiency of Phocas Software, enabling quick, credible insights for informed decision-making.
Cons
  • Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems.
  • Users note that improvements are needed in data structure and budgeting features for a smoother operational experience.
  • Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience.
  • Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.
  • Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage.

What Are Recent G2 Reviews of Phocas Software?

What Are G2 Users Discussing About Phocas Software?

LivePlan

LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence.

Average Rating: 4.3/5.0

Total Reviews: 47

How Do G2 Users Rate LivePlan?

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

Who Is the Company Behind LivePlan?

  • Seller: Palo Alto Software
  • Year Founded: 1988
  • HQ Location: Eugene, OR
  • Twitter: @paloaltosoft
    659 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    58 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 83% Small, 6% Medium

What Are Recent G2 Reviews of LivePlan?

What Are G2 Users Discussing About LivePlan?

Apliqo

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
  • Year Founded: 2013
  • HQ Location: Zurich, CH
  • Twitter: @apliqo
    47 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 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 value the intuitive dashboards of Apliqo, which simplify data visualization and enhance reporting efficiency.
  • Users value the ease of development with Apliqo, benefiting from built-in features and seamless 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 find that a learning difficulty exists due to the need for specific technical knowledge to navigate Apliqo effectively.
  • Users face a steep learning curve with Apliqo, especially those lacking technical expertise in TM1, MDX, CSS, and JSON.
  • Users find that expertise in TM1 and MDX is essential for effectively utilizing Apliqo’s capabilities.
  • Users face customization difficulties with Apliqo due to required technical knowledge, complicating UI adjustments and widget creation.
  • Users find customization difficult in Apliqo, requiring technical knowledge that may challenge less experienced developers.

What Are Recent G2 Reviews of Apliqo?

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PlanGuru

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
  • Year Founded: 2013
  • HQ Location: Wilkes Barre, PA
  • Twitter: @planguru
    196 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 appreciate the robust capabilities of PlanGuru, enabling seamless financial data integration and insightful KPI reporting.
  • Users appreciate the exceptional support from PlanGuru's knowledgeable team, enhancing their overall experience with the software.
  • Users appreciate the exceptional customer support from PlanGuru, benefiting from knowledgeable assistance during integration.
  • Users appreciate the customization options in PlanGuru, enhancing their experience with tailored financial insights and reports.
  • Users find the easy implementation of PlanGuru allows seamless integration of financial data and enhances reporting efficiency.
Cons
  • Users experience confusion from numerous features in PlanGuru, but appreciate the responsive support team for guidance.
  • Users often face confusion due to the numerous features, despite receiving helpful support from the PlanGuru team.

What Are Recent G2 Reviews of PlanGuru?

What Are G2 Users Discussing About PlanGuru?

Grid

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?

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 benefit from automation that simplifies tracking and analyzing SaaS metrics, enhancing accessibility and insights for all teams.
  • Users value the collaborative capabilities of SaaSGrid, enabling seamless insights across various teams for better decision-making.
  • Users commend the responsive support and ease of use of SaaSGrid, enhancing accessibility for all teams involved.
Cons
  • Users find the increased cost for Grid's subscription challenging, particularly for those with higher revenue requirements.
  • Users find Grid helpful for metrics but experience slow performance and limitations with forecasted metrics.

What Are Recent G2 Reviews of Grid?

Octopus AI

Artificial Financial Intelligence for enterprise FP&A Octopus AI connects business decisions to their financial risks and assumptions, linking siloed data and teams to deliver actionable insights and recommendations toward financial goals. It investigates deviations, engages the people who can explain them, and connects forecasts to business drivers, evidence and risks. Long-term enterprise memory preserves validated explanations, decisions and procedures, building company-specific financial knowledge that informs subsequent forecasts and actions, with an auditable trail behind each number.

Average Rating: 4.6/5.0

Total Reviews: 14

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?

Who Uses This Product?

  • Company Size: 71% Small, 21% Large

What Do G2 Reviewers Say About Octopus AI?

AI-generated summary from verified user reviews

Pros
  • Users find Octopus AI to be easy to use, providing seamless access to financial data and insightful analysis.
  • Users appreciate the immediate access to financial insights, making analysis and decision-making significantly easier.
  • Users find easy integrations with Octopus AI convenient, enabling daily data management for improved marketing efforts.
  • Users value the real-time data capability of Octopus AI, enabling quick financial insights and strategy tracking.
  • Users find the intuitive user interface of Octopus AI facilitates quick data integration and immediate financial insights.
Cons
  • Users note that the pricing is expensive and suggest improvements for user interface and marketing strategies.
  • Users face integration issues as Octopus AI doesn’t connect with all essential data sources like payroll.
  • Users find the missing features of Octopus AI limiting, noting narrow functionality and glitches in the app.
  • Users often experience navigation difficulty, making it challenging to locate features within Octopus AI.
  • Users note the software bugs in Octopus AI, indicating early-stage functionality and glitches that hinder performance.

What Are Recent G2 Reviews of Octopus AI?

Basis

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?

Who Uses This Product?

  • Company Size: 83% Small, 17% Medium

What Are Recent G2 Reviews of Basis?

ExtendInsights

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: 48

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
  • Company Website:
  • Year Founded: 2007
  • HQ Location: Redwood City, US
  • Twitter: @cloudextendIO
    253 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 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 praise the ease of use of ExtendInsights, appreciating simple uploads and efficient data management.
  • Users find the integrations with Excel and other platforms enhance convenience and efficiency in data management.
  • Users value the ease of use and efficiency of ExtendInsights for managing data and simplifying tasks.
  • Users value the accuracy of information provided by ExtendInsights, facilitating effective data-driven decisions.
  • Users value the efficient data analysis capabilities of ExtendInsights, dramatically reducing report preparation time.
Cons
  • Users find the complexity of creating templates frustrating, with unclear field usage and slow error reporting.
  • Users face data retrieval issues, as ExtendInsights sometimes doesn't read configured data, affecting overall efficiency.
  • Users find form design challenging, experiencing confusion over fields and slow error reporting during uploads.
  • Users find the learning curve steep, especially in selecting templates and understanding technical aspects.
  • Users note that slow data loading hampers efficiency, especially with limited data exposure in SuiteQL.

What Are Recent G2 Reviews of ExtendInsights?

What Are G2 Users Discussing About ExtendInsights?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated