# Best Financial Analysis Software for Small Business - Page 3

## 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
- 8,700+ 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](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**

### GateKeeper Proximity Authentication

Proximity MFA for shared workstations. MFA for Shared Computers is a cutting-edge security solution designed to enhance user authentication and access control in environments where multiple users share computing resources. This innovative approach allows individuals to log in using their physical presence rather than traditional passwords, creating a seamless and secure experience across computers, VPNs, websites, and desktop applications. Patented and designed for rugged environments including law enforcement, healthcare, manufacturing (ICS/OT cybersecurity), and compliance. Targeted primarily at organizations that require stringent security measures, such as healthcare providers, financial institutions, and government agencies, this solution addresses common challenges associated with password management. By eliminating the need for users to remember or type passwords, it significantly reduces the risk of forgotten credentials, password resets, and the chaos that often accompanies password management. The continuous authentication feature ensures that users remain securely logged in as long as they are present, while automatically locking the system when they step away, thus preventing unauthorized access. Key features of MFA for Shared Computers include passwordless proximity login, which utilizes a wireless key to authenticate users effortlessly. This technology allows passwords to auto-fill across various platforms, including electronic health records (EHRs) like Allscripts PM and eClinicalWorks, as well as web applications such as Office365 and banking sites. The solution integrates seamlessly with existing systems such as Active Directory, Okta, and RADIUS, ensuring that organizations can maintain their current infrastructure while enhancing security protocols. The benefits of adopting this solution extend beyond mere convenience. Organizations can automate access control and ensure compliance with various regulatory standards, including CMMC, CJIS, HIPAA, and NIS2. By streamlining user authentication processes, businesses can improve productivity while maintaining a high level of security. The ability to manage passwords efficiently across shared computers not only enhances user experience but also fortifies overall organizational security, making it an essential tool for any entity looking to safeguard sensitive information in a shared computing environment.

[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=2026-08-10T18%3A03%3A42Z&secure%5Bdisplayable_resource_id%5D=2267&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=117202&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=117202&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%26segment%3Dsmall-business&secure%5Btoken%5D=9a3d5ed726f445b8da90b137ea8639a491359c06963e48513ed0b775f523e83b&secure%5Burl%5D=https%3A%2F%2Fwww.gkaccess.com&secure%5Burl_type%5D=company_website)

### [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?

**["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)

**["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)

#### 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)

### [LivePlan](https://www.g2.com/products/liveplan/reviews)

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:** 41

#### How Do G2 Users Rate LivePlan?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)

#### Who Is the Company Behind LivePlan?

- **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software)
- **Year Founded:** 1988
- **HQ Location:** Eugene, OR
- **Twitter:** @paloaltosoft  
659 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0bb5db2fca5e731f51bc694e6c93254c284a0ede2d6b7f3fbf1fa96f0357e8e7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F30087%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting
- **Company Size:** 84% Small, 7% Medium

#### What Are Recent G2 Reviews of LivePlan?

**["Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan"](https://www.g2.com/survey_responses/liveplan-review-13068542)**

**Rating:** 4.5/5.0 stars

_— Travis P._

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13068542)

**["Easy Navigation, Great Templates, and Powerful Market Analysis"](https://www.g2.com/survey_responses/liveplan-review-13196385)**

**Rating:** 5.0/5.0 stars

_— Elisabeth R._

[Read full review](https://www.g2.com/survey_responses/liveplan-review-13196385)

#### What Are G2 Users Discussing About LivePlan?

- [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for)

### [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

[SEO Tools](https://www.g2.com/categories/seo-tools)

[Compensation Management Software](https://www.g2.com/categories/compensation-management)

[Relational Databases](https://www.g2.com/categories/relational-databases)

[Social Media Listening Tools](https://www.g2.com/categories/social-media-listening-tools)

[Email Marketing Software](https://www.g2.com/categories/email-marketing)

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)