Introducing G2.ai, the future of software buying.Try now

Best Financial Close Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Close category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Financial Close to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Financial Close category.

In addition to qualifying for inclusion in the Financial Close Software category, to qualify for inclusion in the Medium-Sized Business Financial Close Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

Show More
Show Less

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

  • Mid-Market
  • Rating
  • Language
  • Pricing
  • Features
1 filter applied
Clear All
  • Mid-Market
  • Rating
  • Language
  • Pricing
  • Features
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All
25 Listings in Financial Close Available
  • Sort By:
    G2 Score
FloQast
(1,405)4.6 out of 5
Optimized for quick response
1st Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accountin

    Users
    • Senior Accountant
    • Accounting Manager
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 22% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • FloQast Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    169
    Organization
    97
    Task Management
    97
    Reconciliation
    71
    Efficiency
    68
    Cons
    Missing Features
    48
    Limited Functionality
    35
    Limitations
    31
    Reconciliation Issues
    26
    Slow Loading
    24
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • FloQast features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Accounting
    Average: 8.5
    8.8
    Management
    Average: 8.8
    7.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    FloQast
    Company Website
    Year Founded
    2013
    HQ Location
    Los Angeles, CA
    Twitter
    @FloQast
    1,582 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    828 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FloQast, an Accounting Transformation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 3,000 global accountin

Users
  • Senior Accountant
  • Accounting Manager
Industries
  • Accounting
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 22% Enterprise
FloQast Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
169
Organization
97
Task Management
97
Reconciliation
71
Efficiency
68
Cons
Missing Features
48
Limited Functionality
35
Limitations
31
Reconciliation Issues
26
Slow Loading
24
View All Pros and Cons
FloQast features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.6
Accounting
Average: 8.5
8.8
Management
Average: 8.8
7.8
Distribution
Average: 8.2
Seller Details
Seller
FloQast
Company Website
Year Founded
2013
HQ Location
Los Angeles, CA
Twitter
@FloQast
1,582 Twitter followers
LinkedIn® Page
www.linkedin.com
828 employees on LinkedIn®
Workiva
(1,848)4.5 out of 5
Optimized for quick response
8th Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a software platform designed to streamline financial reporting, risk management, and compliance processes by consolidating data, automating repetitive tasks, and facilitating real-time collaboration.
    • Users frequently mention the platform's intuitive interface, robust audit trail, and data linking capabilities, which enhance efficiency, transparency, and consistency across various financial and compliance tasks.
    • Reviewers experienced slow data processing speeds, lengthy update times, and limitations in customization and formatting options, which can impact the platform's overall usability and efficiency.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    620
    Collaboration
    343
    Team Collaboration
    308
    Features
    279
    Reporting
    248
    Cons
    Missing Features
    212
    Limited Functionality
    138
    Learning Curve
    124
    Limitations
    124
    Limited Features
    120
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Accounting
    Average: 8.5
    8.5
    Management
    Average: 8.8
    8.4
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,316 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,236 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a software platform designed to streamline financial reporting, risk management, and compliance processes by consolidating data, automating repetitive tasks, and facilitating real-time collaboration.
  • Users frequently mention the platform's intuitive interface, robust audit trail, and data linking capabilities, which enhance efficiency, transparency, and consistency across various financial and compliance tasks.
  • Reviewers experienced slow data processing speeds, lengthy update times, and limitations in customization and formatting options, which can impact the platform's overall usability and efficiency.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
620
Collaboration
343
Team Collaboration
308
Features
279
Reporting
248
Cons
Missing Features
212
Limited Functionality
138
Learning Curve
124
Limitations
124
Limited Features
120
View All Pros and Cons
Workiva features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.5
Accounting
Average: 8.5
8.5
Management
Average: 8.8
8.4
Distribution
Average: 8.2
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,316 Twitter followers
LinkedIn® Page
www.linkedin.com
3,236 employees on LinkedIn®

G2 Deals

Buying software just got smarter. And cheaper.

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
See Exclusive Offers
BlackLine Financial Close Management
(1,054)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Financial Close software
View top Consulting Services for BlackLine Financial Close Management
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service,

    Users
    • Senior Accountant
    • Accounting Manager
    Industries
    • Accounting
    • Oil & Energy
    Market Segment
    • 59% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • BlackLine Financial Close Management Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    87
    Close Process
    58
    Reconciliation
    55
    Task Management
    47
    Financial Closing
    41
    Cons
    Learning Difficulty
    22
    Limited Functionality
    22
    Implementation Difficulties
    19
    Missing Features
    18
    Complexity
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • BlackLine Financial Close Management features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Accounting
    Average: 8.5
    8.5
    Management
    Average: 8.8
    7.9
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BlackLine
    Company Website
    Year Founded
    2001
    HQ Location
    Woodland Hills, CA
    Twitter
    @BlackLine
    3,815 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,068 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Companies turn to BlackLine when traditional manual accounting processes become unsustainable. Our cloud-based financial operations management platform, combined with market-leading customer service,

Users
  • Senior Accountant
  • Accounting Manager
Industries
  • Accounting
  • Oil & Energy
Market Segment
  • 59% Enterprise
  • 31% Mid-Market
BlackLine Financial Close Management Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
87
Close Process
58
Reconciliation
55
Task Management
47
Financial Closing
41
Cons
Learning Difficulty
22
Limited Functionality
22
Implementation Difficulties
19
Missing Features
18
Complexity
15
View All Pros and Cons
BlackLine Financial Close Management features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
8.6
Accounting
Average: 8.5
8.5
Management
Average: 8.8
7.9
Distribution
Average: 8.2
Seller Details
Seller
BlackLine
Company Website
Year Founded
2001
HQ Location
Woodland Hills, CA
Twitter
@BlackLine
3,815 Twitter followers
LinkedIn® Page
www.linkedin.com
2,068 employees on LinkedIn®
Vena
(366)4.5 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 61% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
    • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
    • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    110
    Excel Integration
    56
    User Interface
    51
    Features
    48
    Integrations
    48
    Cons
    Learning Difficulty
    28
    Learning Curve
    25
    Steep Learning Curve
    25
    Expensive
    18
    Difficult Learning
    17
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    8.9
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,363 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
  • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
  • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
110
Excel Integration
56
User Interface
51
Features
48
Integrations
48
Cons
Learning Difficulty
28
Learning Curve
25
Steep Learning Curve
25
Expensive
18
Difficult Learning
17
View All Pros and Cons
Vena features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.1
8.8
Accounting
Average: 8.5
9.1
Management
Average: 8.8
8.9
Distribution
Average: 8.2
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,363 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
Adra by Trintech
(332)4.5 out of 5
7th Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Built for mid-sized organizations, Adra by Trintech is a cloud-based, reconciliation and financial close solution that automates key areas of the financial close process including account reconciliati

    Users
    • Accountant
    • Redovisningsekonom
    Industries
    • Accounting
    • Banking
    Market Segment
    • 47% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Adra by Trintech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    32
    Task Management
    17
    Time-Saving
    15
    Organization
    14
    Time-saving
    14
    Cons
    Limited Functionality
    6
    Inefficient Task Management
    5
    Limitations
    4
    Poor Navigation
    4
    Delays
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Adra by Trintech features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Accounting
    Average: 8.5
    7.9
    Management
    Average: 8.8
    7.4
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Trintech
    Company Website
    Year Founded
    1987
    HQ Location
    Plano, TX
    Twitter
    @TrintechInc
    1,788 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    675 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Built for mid-sized organizations, Adra by Trintech is a cloud-based, reconciliation and financial close solution that automates key areas of the financial close process including account reconciliati

Users
  • Accountant
  • Redovisningsekonom
Industries
  • Accounting
  • Banking
Market Segment
  • 47% Mid-Market
  • 27% Enterprise
Adra by Trintech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
32
Task Management
17
Time-Saving
15
Organization
14
Time-saving
14
Cons
Limited Functionality
6
Inefficient Task Management
5
Limitations
4
Poor Navigation
4
Delays
3
View All Pros and Cons
Adra by Trintech features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.3
Accounting
Average: 8.5
7.9
Management
Average: 8.8
7.4
Distribution
Average: 8.2
Seller Details
Seller
Trintech
Company Website
Year Founded
1987
HQ Location
Plano, TX
Twitter
@TrintechInc
1,788 Twitter followers
LinkedIn® Page
www.linkedin.com
675 employees on LinkedIn®
SAP S/4HANA Cloud
(899)4.5 out of 5
View top Consulting Services for SAP S/4HANA Cloud
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SAP S/4HANA Cloud is a modular ERP designed for every business need, powered by AI and analytics. SAP S/4HANA Cloud enables users to run mission-critical operations in real time from anywhere, introdu

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 48% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • SAP S/4HANA Cloud is a cloud-based ERP system that provides real-time data processing and analytics, streamlining business operations and decision-making processes.
    • Reviewers frequently mention the system's seamless integration across various business functions, its real-time data processing capabilities, and its user-friendly interface as key benefits.
    • Reviewers mentioned that SAP S/4HANA Cloud can be complex to set up, requires significant training for users, and its high cost and limited customization options may challenge smaller organizations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SAP S/4HANA Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    109
    Cloud-Based
    73
    Functionality
    73
    Efficiency
    67
    Cloud Based
    61
    Cons
    Complexity
    64
    Learning Difficulty
    58
    Learning Curve
    57
    Complex Setup
    49
    Complex Usability
    46
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SAP S/4HANA Cloud features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Accounting
    Average: 8.5
    8.8
    Management
    Average: 8.8
    8.7
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,395 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138,451 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SAP S/4HANA Cloud is a modular ERP designed for every business need, powered by AI and analytics. SAP S/4HANA Cloud enables users to run mission-critical operations in real time from anywhere, introdu

Users
  • Consultant
  • Senior Consultant
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 48% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • SAP S/4HANA Cloud is a cloud-based ERP system that provides real-time data processing and analytics, streamlining business operations and decision-making processes.
  • Reviewers frequently mention the system's seamless integration across various business functions, its real-time data processing capabilities, and its user-friendly interface as key benefits.
  • Reviewers mentioned that SAP S/4HANA Cloud can be complex to set up, requires significant training for users, and its high cost and limited customization options may challenge smaller organizations.
SAP S/4HANA Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
109
Cloud-Based
73
Functionality
73
Efficiency
67
Cloud Based
61
Cons
Complexity
64
Learning Difficulty
58
Learning Curve
57
Complex Setup
49
Complex Usability
46
View All Pros and Cons
SAP S/4HANA Cloud features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.1
9.0
Accounting
Average: 8.5
8.8
Management
Average: 8.8
8.7
Distribution
Average: 8.2
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,395 Twitter followers
LinkedIn® Page
www.linkedin.com
138,451 employees on LinkedIn®
Aleph
(63)4.9 out of 5
Optimized for quick response
5th Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 81% Mid-Market
    • 11% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
    • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
    • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aleph Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    42
    Customer Support
    34
    Integrations
    31
    Implementation Ease
    30
    Ease of Implementation
    28
    Cons
    Missing Features
    7
    Bugs
    6
    Software Bugs
    6
    Excel Integration Issues
    5
    Slow Performance
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    7.9
    Accounting
    Average: 8.5
    9.3
    Management
    Average: 8.8
    9.1
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    675 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 81% Mid-Market
  • 11% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
  • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
  • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
Aleph Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
42
Customer Support
34
Integrations
31
Implementation Ease
30
Ease of Implementation
28
Cons
Missing Features
7
Bugs
6
Software Bugs
6
Excel Integration Issues
5
Slow Performance
5
View All Pros and Cons
Aleph features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.1
7.9
Accounting
Average: 8.5
9.3
Management
Average: 8.8
9.1
Distribution
Average: 8.2
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
675 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Prophix Software
(213)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 57% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
    • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
    • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    42
    Reporting
    35
    Efficiency
    27
    Customer Support
    26
    Automation
    25
    Cons
    Missing Features
    15
    Learning Difficulty
    14
    Learning Curve
    12
    Slow Performance
    12
    Steep Learning Curve
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    7.9
    Accounting
    Average: 8.5
    9.0
    Management
    Average: 8.8
    8.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,987 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    541 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 57% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
  • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
  • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
42
Reporting
35
Efficiency
27
Customer Support
26
Automation
25
Cons
Missing Features
15
Learning Difficulty
14
Learning Curve
12
Slow Performance
12
Steep Learning Curve
12
View All Pros and Cons
Prophix Software features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
7.9
Accounting
Average: 8.5
9.0
Management
Average: 8.8
8.8
Distribution
Average: 8.2
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,987 Twitter followers
LinkedIn® Page
www.linkedin.com
541 employees on LinkedIn®
Planful
(478)4.3 out of 5
Optimized for quick response
12th Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 46% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a centralized service that provides a platform for data storage, report creation, and financial planning, with customization options to suit different business needs.
    • Reviewers frequently mention the user-friendly interface, robust reporting capabilities, and the ability to automate and streamline processes, along with the excellent customer support.
    • Reviewers noted issues with slow processing speeds for large datasets and complex templates, limitations in dashboard and visualization tools, and a steep learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    37
    Reporting
    23
    Reporting Efficiency
    17
    Automation
    16
    Features
    16
    Cons
    Learning Difficulty
    16
    Learning Curve
    14
    Missing Features
    12
    Not Intuitive
    7
    Complexity
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planful features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    7.7
    Accounting
    Average: 8.5
    8.4
    Management
    Average: 8.8
    8.1
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,601 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    676 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 46% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a centralized service that provides a platform for data storage, report creation, and financial planning, with customization options to suit different business needs.
  • Reviewers frequently mention the user-friendly interface, robust reporting capabilities, and the ability to automate and streamline processes, along with the excellent customer support.
  • Reviewers noted issues with slow processing speeds for large datasets and complex templates, limitations in dashboard and visualization tools, and a steep learning curve for new users.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
37
Reporting
23
Reporting Efficiency
17
Automation
16
Features
16
Cons
Learning Difficulty
16
Learning Curve
14
Missing Features
12
Not Intuitive
7
Complexity
6
View All Pros and Cons
Planful features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
7.7
Accounting
Average: 8.5
8.4
Management
Average: 8.8
8.1
Distribution
Average: 8.2
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,601 Twitter followers
LinkedIn® Page
www.linkedin.com
676 employees on LinkedIn®
CCH Tagetik
(69)4.3 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 55% Enterprise
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Data Management
    4
    Efficiency
    4
    Features
    4
    Reporting
    4
    Cons
    Learning Curve
    3
    Learning Difficulty
    3
    Complexity
    2
    Complex Setup
    2
    Difficult Setup
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CCH Tagetik features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Accounting
    Average: 8.5
    9.0
    Management
    Average: 8.8
    8.6
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wolters Kluwer
    Company Website
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,006 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 55% Enterprise
  • 28% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Data Management
4
Efficiency
4
Features
4
Reporting
4
Cons
Learning Curve
3
Learning Difficulty
3
Complexity
2
Complex Setup
2
Difficult Setup
2
View All Pros and Cons
CCH Tagetik features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.1
8.9
Accounting
Average: 8.5
9.0
Management
Average: 8.8
8.6
Distribution
Average: 8.2
Seller Details
Seller
Wolters Kluwer
Company Website
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,854 Twitter followers
LinkedIn® Page
www.linkedin.com
23,006 employees on LinkedIn®
Anaplan
(441)4.6 out of 5
Optimized for quick response
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
    • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
    • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    87
    Ease of Use
    85
    Features
    78
    Planning
    53
    Customizability
    52
    Cons
    Limitations
    40
    Missing Features
    38
    Lack of Features
    28
    Performance Issues
    27
    Expensive
    25
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    7.5
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,886 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,583 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
  • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
  • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
87
Ease of Use
85
Features
78
Planning
53
Customizability
52
Cons
Limitations
40
Missing Features
38
Lack of Features
28
Performance Issues
27
Expensive
25
View All Pros and Cons
Anaplan features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.1
8.3
Accounting
Average: 8.5
9.1
Management
Average: 8.8
7.5
Distribution
Average: 8.2
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,886 Twitter followers
LinkedIn® Page
www.linkedin.com
2,583 employees on LinkedIn®
Datarails
(258)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • CFO
    • Chief Financial Officer
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 72% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
    • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
    • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Reporting Efficiency
    39
    Efficiency
    36
    Excel Integration
    33
    Automation
    32
    Cons
    Learning Difficulty
    21
    Missing Features
    17
    Learning Curve
    14
    Reporting Issues
    13
    Steep Learning Curve
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Accounting
    Average: 8.5
    8.7
    Management
    Average: 8.8
    7.8
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,145 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    386 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • CFO
  • Chief Financial Officer
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 72% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
  • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
  • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Reporting Efficiency
39
Efficiency
36
Excel Integration
33
Automation
32
Cons
Learning Difficulty
21
Missing Features
17
Learning Curve
14
Reporting Issues
13
Steep Learning Curve
13
View All Pros and Cons
Datarails features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.8
Accounting
Average: 8.5
8.7
Management
Average: 8.8
7.8
Distribution
Average: 8.2
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,145 Twitter followers
LinkedIn® Page
www.linkedin.com
386 employees on LinkedIn®
OneStream - Unified EPM
(154)4.6 out of 5
Optimized for quick response
9th Easiest To Use in Financial Close software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

    Users
    No information available
    Industries
    • Manufacturing
    • Automotive
    Market Segment
    • 63% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OneStream is a unified platform designed to consolidate financial information, enabling users to understand their business and make informed decisions.
    • Reviewers appreciate the platform's flexibility, extensibility, and user-friendliness, highlighting its ability to integrate with various data sources, streamline financial reporting, and provide a single source of truth for all financial data.
    • Reviewers noted some challenges with OneStream, including a steep learning curve, limitations in dashboarding and reporting capabilities, occasional performance issues with large data sets, and a complex support process.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Data Management
    14
    Flexibility
    13
    Reporting
    12
    Capabilities
    10
    Cons
    Learning Difficulty
    11
    Learning Curve
    9
    Steep Learning Curve
    9
    Complexity
    7
    Dashboard Limitations
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Accounting
    Average: 8.5
    8.8
    Management
    Average: 8.8
    8.5
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OneStream Software
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,193 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,624 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

Users
No information available
Industries
  • Manufacturing
  • Automotive
Market Segment
  • 63% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OneStream is a unified platform designed to consolidate financial information, enabling users to understand their business and make informed decisions.
  • Reviewers appreciate the platform's flexibility, extensibility, and user-friendliness, highlighting its ability to integrate with various data sources, streamline financial reporting, and provide a single source of truth for all financial data.
  • Reviewers noted some challenges with OneStream, including a steep learning curve, limitations in dashboarding and reporting capabilities, occasional performance issues with large data sets, and a complex support process.
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Data Management
14
Flexibility
13
Reporting
12
Capabilities
10
Cons
Learning Difficulty
11
Learning Curve
9
Steep Learning Curve
9
Complexity
7
Dashboard Limitations
6
View All Pros and Cons
OneStream - Unified EPM features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.7
Accounting
Average: 8.5
8.8
Management
Average: 8.8
8.5
Distribution
Average: 8.2
Seller Details
Seller
OneStream Software
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,193 Twitter followers
LinkedIn® Page
www.linkedin.com
1,624 employees on LinkedIn®
LiveFlow
(331)4.9 out of 5
Optimized for quick response
2nd Easiest To Use in Financial Close software
View top Consulting Services for LiveFlow
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

    Users
    • Accounting Manager
    • Controller
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • LiveFlow is a financial reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
    • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
    • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Time-Saving
    59
    Time-saving
    55
    Reporting Efficiency
    52
    Automation
    44
    Cons
    Expensive
    12
    Missing Features
    10
    Excel Integration Issues
    9
    Limited Customization
    9
    Integration Issues
    8
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.5
    Accounting
    Average: 8.5
    9.1
    Management
    Average: 8.8
    8.6
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    48 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow connects, consolidates, analyzes, and shares QuickBooks and NetSuite data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial command

Users
  • Accounting Manager
  • Controller
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • LiveFlow is a financial reporting tool that integrates with Google Sheets and QuickBooks to provide real-time data synchronization and automated report generation.
  • Reviewers like the seamless integration with QuickBooks and Google Sheets, the real-time data updates, and the time-saving aspect of automated report generation.
  • Reviewers noted some initial setup complexities, occasional connection issues, and a learning curve for advanced features, as well as a desire for more customization options and improvements in report refreshing speed.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Time-Saving
59
Time-saving
55
Reporting Efficiency
52
Automation
44
Cons
Expensive
12
Missing Features
10
Excel Integration Issues
9
Limited Customization
9
Integration Issues
8
View All Pros and Cons
LiveFlow features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.5
Accounting
Average: 8.5
9.1
Management
Average: 8.8
8.6
Distribution
Average: 8.2
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
48 employees on LinkedIn®
Numeric
(63)4.8 out of 5
4th Easiest To Use in Financial Close software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Numeric is the simplest, fastest, most intuitive way of managing your month-end close.

    Users
    • Accounting Manager
    Industries
    • Computer Software
    • Accounting
    Market Segment
    • 65% Mid-Market
    • 21% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Numeric Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Organization
    4
    Progress Tracking
    3
    Task Management
    3
    Implementation Ease
    2
    Cons
    Delays
    1
    Expensive
    1
    Inefficient Task Management
    1
    Limited Functionality
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Numeric features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.1
    9.6
    Accounting
    Average: 8.5
    9.5
    Management
    Average: 8.8
    8.7
    Distribution
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Numeric
    HQ Location
    San Francisco, US
    Twitter
    @numeric_io
    83 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Numeric is the simplest, fastest, most intuitive way of managing your month-end close.

Users
  • Accounting Manager
Industries
  • Computer Software
  • Accounting
Market Segment
  • 65% Mid-Market
  • 21% Small-Business
Numeric Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Organization
4
Progress Tracking
3
Task Management
3
Implementation Ease
2
Cons
Delays
1
Expensive
1
Inefficient Task Management
1
Limited Functionality
1
View All Pros and Cons
Numeric features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.1
9.6
Accounting
Average: 8.5
9.5
Management
Average: 8.8
8.7
Distribution
Average: 8.2
Seller Details
Seller
Numeric
HQ Location
San Francisco, US
Twitter
@numeric_io
83 Twitter followers
LinkedIn® Page
www.linkedin.com
83 employees on LinkedIn®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All
  • Mid-Market
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All
25 Listings in Financial Close Available
  • Sort By:
    G2 Score

Recommended For You

Jotform
Cvent Event Marketing & Management
Whova
vFairs
Webex Events & Webinars

Frequently asked questions about Financial Close Software

Generated using AI