Best Financial Close Software - Page 2

How Many Financial Close Software Products Does G2 Track?

Total Products under this Category: 132

Category Stats (Sep 2026)

  • Average Rating: 4.53/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Simetrik (+7.43%) - Among all products in this category, Simetrik recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Financial Close Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 12,000+ Authentic Reviews
  • 132+ 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 Close Software

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

Highlighted products: Workiva, FloQast, BlackLine Financial Close Management, Trintech, SAP Cloud ERP (SAP S/4HANA Cloud), Datarails, OneStream - Unified EPM, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-close/grids.json?focus%5B%5D=workiva-workiva&focus%5B%5D=floqast&focus%5B%5D=blackline-blackline-financial-close-management&focus%5B%5D=trintech-trintech&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=datarails&focus%5B%5D=onestream-unified-epm&focus%5B%5D=liveflow)

Vena

Vena is a software designed to give finance and accounting teams independent access to FP&A capabilities, expertise, and insights through an agentic AI-powered Complete FP&A platform. The software provides budgeting, forecasting, financial close, and business-wide reporting by leveraging native integrations with the Microsoft technology ecosystem and an Excel-based interface built for rapid implementation. It automates budget cycles and planning processes and reduces the time required to complete financial reporting within the natural flow of work. Vena addresses the challenge of complex FP&A adoption by delivering a flexible, user-friendly platform that requires minimal technical expertise and supports quick deployment. The software supports over 2,000 companies of all sizes and integrates across Corporate Performance Management, Budgeting and Forecasting, and Sales Performance Management use cases.

Average Rating: 4.5/5.0

Total Reviews: 475

How Do G2 Users Rate Vena?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Accounting: 8.7/10 (Category avg: 8.6/10)
  • Management: 9.1/10 (Category avg: 8.9/10)
  • Distribution: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    706 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Vena?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

RunMyJobs

RunMyJobs by Redwood is the #1 recommended job scheduler, modern SaaS workload automation solution for SAP customers and only one that is an SAP Endorsed App and included in the RISE reference architecture through SAP ECS managed services, eliminating custom workarounds to fully support clean core principles. It is designed for automating end-to-end processes in complex environments, particularly within SAP and non-SAP tech stacks that have a lot of dependencies and strict service level agreements. RunMyJobs is SAP premium certified, offers the deepest integration with SAP systems that integrates seamlessly with S/4HANA, SAP BTP, SAP IBP, SAP IS-U and more—delivering less risk, faster time-to-value, and long-term reliability for customers. RunMyJobs is a workload automation solution trusted by enterprises across various industries—including manufacturing, utilities, telecommunications, retail, financials, oil and minerals, media and internet and more. It is particularly beneficial for organizations that rely on intricate ERP ecosystems. The platform supports you through your cloud transformation journey, providing tools and resources before, during, and after the transition. With over 1,000 pre-built templates and unlimited connectors, it simplifies the integration process, allowing businesses to automate critical business processes, enhance operational efficiency, scalability and streamline their workflows. Key features of RunMyJobs include its library of pre-built templates, low-code workflow designer, and workload automation, data orchestration and DevOps functionalities. The platform's low-code approach enables you to design and implement event-driven automation workflows without extensive programming knowledge, making it accessible to more users within your organization. Additionally, RunMyJobs allows for the orchestration, management, and monitoring of workflows across applications, services, and servers, whether in the cloud, on-premises or in hybrid environments. This single point of control provides the flexibility that ensures you can adapt your automation strategies to meet evolving needs. Redwood is the leading orchestration platform for the autonomous enterprise. We empower customers to drive business transformation at the lowest TCO, intelligently automating critical business and IT processes across complex ERP, hybrid cloud, data management and agentic AI systems.

Average Rating: 4.8/5.0

Total Reviews: 308

How Do G2 Users Rate RunMyJobs?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Accounting: 9.2/10 (Category avg: 8.6/10)
  • Management: 9.2/10 (Category avg: 8.9/10)
  • Distribution: 9.0/10 (Category avg: 8.3/10)

Who Is the Company Behind RunMyJobs?

  • Seller: Redwood Software
  • Company Website:
  • Year Founded: 1993
  • HQ Location: Frisco, US
  • Twitter: @RedwoodSoftware
    826 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    815 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Software Engineer
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 72% Large, 17% Medium

What Do G2 Reviewers Say About RunMyJobs?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of RunMyJobs, highlighting its user-friendly interface and smooth initial setup.
  • Users highly value the exceptional reliability of RunMyJobs, appreciating its 99.99% uptime and seamless job handling.
  • Users value the automation capabilities of RunMyJobs, which significantly reduce stress and enhance job scheduling efficiency.
  • Users value the efficiency of RunMyJobs, benefiting from automated tracking and real-time alerts for seamless operations.
  • Users value the end-to-end visibility provided by RunMyJobs, enhancing transparency and proactive issue management.
Cons
  • Users find the difficult learning curve challenging, requiring extensive training and familiarity for effective use of RunMyJobs.
  • Users find the learning curve daunting, especially for beginners due to the complex UI and advanced workflow requirements.
  • Users face a significant learning difficulty with RunMyJobs, as the UI and advanced workflows can be overwhelming for newcomers.
  • Users find the beginner unfriendliness of RunMyJobs to be overwhelming, particularly for junior administrators.
  • Users find the steep learning curve challenging, especially due to overwhelming terminology and complex workflows for newcomers.

What Are Recent G2 Reviews of RunMyJobs?

What Are G2 Users Discussing About RunMyJobs?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses, finance teams, and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting directly to leading accounting platforms, operational tools, and custom data sources, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insights. Smarter Financial Reporting Automate management reports, financial statements, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, automated exchange-rate translations, and complex group structures without the need for an enterprise ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, boards, investors, lenders, or accounting clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, ChatGPT, Microsoft Copilot, and other AI assistants seamlessly using Joiin's Model Context Protocol (MCP) server connectivity. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactional data across entities and systems. Flexible Integrations & Data Access Unify your entire finance stack in one secure source of truth. Joiin offers seamless, direct integrations with leading accounting software, payment platforms, and custom data formats, including: Accounting Software: Xero, QuickBooks Online, Sage Accounting, FreeAgent, Pennylane, Puzzle, Zoho Books, MYOB, and Fortnox. Operational & Payment Sources: Stripe. Spreadsheets & Files: Direct import for Microsoft Excel and CSV files, alongside a native Excel Add-in. Custom Connectivity & Business Intelligence: Extend reporting into Power BI, Tableau, and other tools using the Joiin API (incoming and outgoing), or automate workflows via Zapier. Transparent, Tiered Pricing That Scales Start with a 14-day free trial with no long-term contracts. Joiin offers simple, tiered subscription plans designed to fit your organisation's size and complexity: Scalable Tiers: Flexible tiers based on your total entity count, making it easy to grow your plan with additional features. Unlimited Team & Report Access: Every plan includes unlimited users, unlimited reports, and unlimited dashboards, allowing your entire finance team and stakeholders to collaborate without per-user fees or unexpected charges. Security & Governance Enterprise-grade security featuring encrypted connections, role-based access, audit trails, and strict data controls to ensure reliable, fully governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 89

How Do G2 Users Rate Joiin?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Accounting: 7.1/10 (Category avg: 8.6/10)
  • Management: 8.2/10 (Category avg: 8.9/10)
  • Distribution: 7.5/10 (Category avg: 8.3/10)

Who Is the Company Behind Joiin?

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

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Accounting, Computer Software
  • Company Size: 60% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin's ease of use enhances their reporting efficiency, making data preparation a breeze.
  • Users love the ease of consolidation reporting, finding it simple and efficient for management accounts.
  • Users praise Joiin for its reporting efficiency, enjoying quick consolidation and easy adjustments for management accounts.
  • Users commend the quick and helpful customer support of Joiin, enhancing their overall experience significantly.
  • Users value the ease of report creation, with customizable options and seamless integration enhancing their experience.
Cons
  • Users find Joiin's reporting to be inefficient, often requiring extensive manual adjustments and limiting customization options.
  • Users experience reporting issues with filtering and exporting, making data management more tedious than anticipated.
  • Users find the limited reporting capabilities in Joiin restricting and difficult to navigate for comprehensive analysis.
  • Users feel the limited chart types and missing features detract from Joiin's overall utility and flexibility.
  • Users note formatting issues in reports and exports, requiring additional cleanup before sharing with others.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Maxima

Maxima is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt Rewards, Maxima's AI agents do more than just coordinate the work - they pull data from your finance stack, detect anomalies and generate variance explanations, post journal entries with source data, reconcile to the general ledger, and integrate with your ERP to deliver SOX compliant, real-time close Our team brings together top fintech engineers from Google, Apple, Robinhood, Bolt, and Meta with former accountants and auditors from EY, PwC to solve a decades-old problem with agent prepared, human reviewed accounting.

Average Rating: 4.8/5.0

Total Reviews: 19

How Do G2 Users Rate Maxima?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Accounting: 10.0/10 (Category avg: 8.6/10)
  • Management: 9.6/10 (Category avg: 8.9/10)

Who Is the Company Behind Maxima?

  • Seller: Maxima
  • Company Website:
  • Year Founded: 2024
  • HQ Location: San Mateo, US
  • LinkedIn® Page: www.linkedin.com
    141 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 47% Large, 32% Medium

What Do G2 Reviewers Say About Maxima?

AI-generated summary from verified user reviews

Pros
  • Users laud Maxima for its automation capabilities, streamlining workflows and enhancing efficiency in accounting processes.
  • Users commend Maxima for its responsive customer support and collaborative approach to improving the platform.
  • Users find Maxima's intuitive interface facilitates faster closing and efficient management of complex accounting workflows.
  • Users highlight significant productivity improvements with Maxima, enabling effortless accounting automation and streamlined workflows.
  • Users highlight Maxima's efficiency improvement, significantly reducing close times and enhancing productivity with automated workflows.
Cons
  • Users experience minor bugs with Maxima, but appreciate the team's quick response to resolve these issues.
  • Users find the limited customization options in Maxima manageable due to effective team support and alternative solutions.
  • Users express concerns about reconciliation issues, seeking clearer guidance and adjustments for smoother processing.

What Are Recent G2 Reviews of Maxima?

Board

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

Average Rating: 4.4/5.0

Total Reviews: 304

How Do G2 Users Rate Board?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)
  • Accounting: 7.5/10 (Category avg: 8.6/10)
  • Management: 8.3/10 (Category avg: 8.9/10)
  • Distribution: 8.2/10 (Category avg: 8.3/10)

Who Is the Company Behind Board?

  • Seller: Board International
  • Company Website:
  • Year Founded: 1994
  • HQ Location: Chiasso, Ticino
  • Twitter: @BoardSoftware
    27,073 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    948 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Engineer, Group Controller
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 57% Medium, 40% Large

What Do G2 Reviewers Say About Board?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Board, facilitating quick deployment and intuitive self-service interactions.
  • Users value the flexibility of Board, allowing customization to fit diverse business needs seamlessly.
  • Users value the centralized access to information, making board meetings efficient and focused on strategic discussions.
  • Users value the efficiency of Board, benefiting from faster deployment and streamlined meeting management.
  • Users appreciate the highly flexible customization of Board, allowing tailored solutions for diverse business needs.
Cons
  • Users experience slow performance with large datasets on Board, impacting efficiency and complicating the use of advanced features.
  • Users find that the learning curve for Board can be steep, particularly in configuration and advanced features.
  • Users find the missing features like layout exclusions limiting, impacting their overall experience with Board.
  • Users express frustration with poor visualization in Board, highlighting inefficiencies in dashboard design and data handling.
  • Users find the complexity of configuration in Board challenging, especially for new users and smaller teams.

What Are Recent G2 Reviews of Board?

What Are G2 Users Discussing About Board?

Bluecopa

Most enterprise finance stacks are a fragmented collection of point solutions — AR, AP, reconciliation, and close all managed in separate tools that don't talk to each other. Bluecopa is a unified, AI-native finance operations platform that connects Order-to-Cash, Procure-to-Pay, and Record-to-Report in one system. Powered by SamyxAI, the platform automates cash application, collections, deduction management, AP workflows, reconciliation, and financial close — so enterprise finance teams stay accurate, audit-ready, and fast at scale. Bluecopa integrates with 200+ ERP and business systems, is deployed on GCP, and is SOC 2 Type 2 and ISO 27001 certified. Finance leaders at Flipkart, Diversey, Purplle, Yatra, Porter, and Curefoods run on Bluecopa.

Average Rating: 4.8/5.0

Total Reviews: 26

How Do G2 Users Rate Bluecopa?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Accounting: 9.8/10 (Category avg: 8.6/10)
  • Management: 10.0/10 (Category avg: 8.9/10)
  • Distribution: 9.5/10 (Category avg: 8.3/10)

Who Is the Company Behind Bluecopa?

  • Seller: Bluecopa
  • Year Founded: 2021
  • HQ Location: Hyderabad, IN
  • LinkedIn® Page: www.linkedin.com
    161 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 42% Large, 38% Small

What Do G2 Reviewers Say About Bluecopa?

AI-generated summary from verified user reviews

Pros
  • Users value the time-saving capabilities of Bluecopa, streamlining complex finance operations across multiple teams.
  • Users value the fast reconciliation and automation features of Bluecopa, significantly reducing time spent on data processing.
  • Users appreciate the excellent customer support of Bluecopa, highlighting its hands-on and friendly assistance throughout the setup process.
  • Users value the ease of use of Bluecopa, enabling seamless collaboration and simplifying complex finance operations across teams.
  • Users value the effective collaboration provided by Bluecopa, streamlining operations across multiple finance teams.
Cons
  • Users face slow performance issues with Bluecopa, affecting task visibility and requiring assistance more often than preferred.
  • Users experience a notable learning curve with Bluecopa, requiring time to become proficient with the software.
  • Users find Bluecopa's limited functionality a drawback, as it lacks essential features for multi-location finance management.
  • Users experience occasional glitches and slow performance with Bluecopa, necessitating support intervention at times.
  • Users often face dashboard issues with Bluecopa, citing a need for improved functionality and more diverse reporting options.

What Are Recent G2 Reviews of Bluecopa?

ZoneReconcile

ZoneReconcile is a powerful reconciliation solution built inside NetSuite to help finance teams automate transaction matching across banks, credit cards, and payment service providers—reducing close time and improving accuracy.   ZoneReconcile supports high-volume reconciliation with bulk clearing, exception flagging, and configurable logic to match your business rules. It handles multi-currency, multi-entity, and multi-source data with ease—streamlining the entire reconciliation process in one unified workflow.   With support for CSV, MT940, CAMT, and SFTP connections, and optional add-ons for credit card feeds and PSP data, ZoneReconcile brings all your financial sources into NetSuite for faster, cleaner, and smarter reconciliation.   Key features: Auto-matching with configurable rules Bulk clear transactions in NetSuite Reconcile data from banks, credit cards, PSPs Unlimited file uploads and statement processing Built-in exception handling and audit visibility Optional add-ons: credit card feed, SFTP, PSP sync   ZoneReconcile helps companies reduce reconciliation errors by 99%, close books 95% faster, and eliminate spreadsheet chaos—all while staying inside NetSuite.   How We Compete: ZoneReconcile is NetSuite-native and requires no external data prep or platform switching. Unlike legacy tools or manual processes, we support unlimited transaction volumes, multi-source data, and custom logic—built specifically for high-growth finance teams inside NetSuite.

Average Rating: 4.5/5.0

Total Reviews: 30

How Do G2 Users Rate ZoneReconcile?

  • Has the product been a good partner in doing business?: 8.7/10 (Category avg: 9.2/10)
  • Accounting: 9.1/10 (Category avg: 8.6/10)
  • Management: 8.8/10 (Category avg: 8.9/10)
  • Distribution: 8.1/10 (Category avg: 8.3/10)

Who Is the Company Behind ZoneReconcile?

  • Seller: Zone & Co
  • Year Founded: 2013
  • HQ Location: Boston, MA
  • Twitter: @ZoneandCo
    84 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    298 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 77% Medium, 17% Small

What Do G2 Reviewers Say About ZoneReconcile?

AI-generated summary from verified user reviews

Pros
  • Users find ZoneReconcile's ease of use invaluable, allowing quick setup and effective transaction management.
  • Users value the time-saving automation of ZoneReconcile, significantly reducing hours spent on transaction matching and tracking.
  • Users value the automation in ZoneReconcile, significantly reducing manual work and enhancing data trustworthiness.
  • Users value the real-time data capabilities of ZoneReconcile, significantly reducing reconciliation time and enhancing accuracy.
  • Users value the thorough training provided by ZoneReconcile, enhancing staff proficiency and confidence in managing reconciliations.
Cons
  • Users experience a difficult setup process initially, with complexity in mapping multiple data sources and learning curves.
  • Users experience slow loading times with ZoneReconcile, particularly when managing large accounts or multiple windows.
  • Users find the limited ability to combine analyses hinders their overall understanding of multiple workflows.
  • Users find customization difficult, often requiring consultant assistance to navigate complex options and limitations.
  • Users find the inability to combine analyses frustrating, limiting a comprehensive overview in complex organizational workflows.

What Are Recent G2 Reviews of ZoneReconcile?

CloseCore

CloseCore organizes your month-end close checklist and reconciliation tasks into one platform with task reminders and complete visibility into close progress. You only need to set up your recurring folder structure and tasks once, and the system will automatically create them every month. It ensures a consistent close and helps you stay ready for audit. Teams that have implemented CloseCore see ROI in their first month. CloseCore automates many manual tasks, helps improve accuracy and completeness, and makes it easy to collaborate and track progress. It is affordably priced for teams of all sizes and only takes a day to implement. If you're doing any of these time and again every month… • chasing spreadsheets from your team • asking budget owners and vendors for information • downloading the same report and pasting it into Excel …then give CloseCore a try.

Average Rating: 4.8/5.0

Total Reviews: 13

How Do G2 Users Rate CloseCore?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Accounting: 7.3/10 (Category avg: 8.6/10)
  • Management: 8.9/10 (Category avg: 8.9/10)
  • Distribution: 6.4/10 (Category avg: 8.3/10)

Who Is the Company Behind CloseCore?

  • Seller: CloseCore
  • Year Founded: 2024
  • HQ Location: San Francisco, US
  • LinkedIn® Page: linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 69% Medium, 31% Small

What Do G2 Reviewers Say About CloseCore?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of CloseCore, allowing quick setup and intuitive navigation for teams.
  • Users value the streamlined financial closing process of CloseCore, significantly reducing time and improving accuracy.
  • Users appreciate the speed of CloseCore's implementation, enabling quick setup and efficient team usage.
  • Users appreciate the easy integration with accounting software, making their closing processes streamlined and efficient.
  • Users appreciate the intuitive features of CloseCore, enhancing their closing process efficiency and ease of use.
Cons
  • Users experience inefficient notifications in CloseCore, leading to confusion with task changes and priorities not syncing smoothly.
  • Users face inefficient reporting due to changing report dates that require manual updates upon logging in anew.
  • Users experience login issues with date changes requiring manual updates, complicating their workflow significantly.
  • Users often face update issues with CloseCore, leading to confusion and decreased reliability when priorities change.

What Are Recent G2 Reviews of CloseCore?

IBM Cognos Controller

IBM Cognos Controller is a comprehensive, web-based solution designed to automate and manage the financial close, consolidation, and reporting processes for organizations of all sizes. It enables finance teams to streamline their workflows, reduce reliance on IT support, and ensure compliance with global and local accounting standards. By providing real-time access to financial data and robust audit trails, Cognos Controller enhances accuracy, transparency, and control in financial reporting. Key Features and Functionality: - Automated Financial Consolidation: Facilitates the consolidation of financial data across various entities, including intercompany eliminations and currency conversions. - Comprehensive Reporting: Offers over 260 pre-built reports and supports both statutory and management reporting requirements. - Real-Time Data Access: Provides immediate access to financial data for analytical reporting and decision-making. - Audit and Compliance: Ensures compliance with standards such as IFRS, FASB, Basel II, and Sarbanes-Oxley, with full audit trails to satisfy external and internal auditors. - User-Friendly Interface: Designed for finance professionals, allowing them to manage the system independently without extensive IT involvement. - Integration Capabilities: Seamlessly integrates with other IBM solutions, including IBM Planning Analytics, to support forward-looking performance management. Primary Value and User Benefits: IBM Cognos Controller addresses the challenges of financial consolidation by automating complex processes, thereby reducing manual errors and accelerating the financial close cycle. It empowers finance teams to focus on strategic analysis rather than time-consuming data collection and reconciliation tasks. The solution's compliance with various accounting standards and its robust audit capabilities provide organizations with confidence in their financial reporting, enhancing credibility with stakeholders and regulatory bodies. By offering a centralized, controlled, and compliant environment, Cognos Controller enables organizations to achieve greater efficiency, accuracy, and insight in their financial operations.

Average Rating: 3.9/5.0

Total Reviews: 33

How Do G2 Users Rate IBM Cognos Controller?

  • Has the product been a good partner in doing business?: 8.1/10 (Category avg: 9.2/10)
  • Accounting: 8.3/10 (Category avg: 8.6/10)
  • Management: 8.3/10 (Category avg: 8.9/10)
  • Distribution: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind IBM Cognos Controller?

  • Seller: IBM
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Top Industries: Financial Services
  • Company Size: 72% Large, 17% Medium

What Are Recent G2 Reviews of IBM Cognos Controller?

What Are G2 Users Discussing About IBM Cognos Controller?

SAP Business Planning and Consolidation (BPC)

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

Average Rating: 4.3/5.0

Total Reviews: 84

How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Accounting: 8.8/10 (Category avg: 8.6/10)
  • Management: 9.0/10 (Category avg: 8.9/10)
  • Distribution: 8.6/10 (Category avg: 8.3/10)

Who Is the Company Behind SAP Business Planning and Consolidation (BPC)?

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Who Uses This: Senior Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Large, 26% Medium

What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)?

What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)?

Double

Double is a practice management and close management solution that helps accountants, bookkeepers, and internal accounting teams catch and correct errors, communicate with clients and stakeholders, deliver stunning financial reports, and manage the entire month-end close from start to finish. Double serves as a centralized operational hub, designed to sit on top of the existing accounting ledger to streamline both internal workflows and external client communication. By utilizing a two-way sync with major accounting software—including QuickBooks Online, Xero, Sage Intacct, and NetSuite—Double identifies missing information and potential errors in real-time. Instead of manual exports for transaction questions or fragmented email threads, Double allows teams to address uncategorized transactions, missing receipts, and coding inconsistencies directly through a secure, custom-branded portal. The bidirectional sync ensures that any updates made within Double, such as reclassifying a transaction or attaching a document, are instantly reflected in the client’s ledger, maintaining a single source of truth. The platform is built specifically for accounting professionals who want to automate repetitive tasks and standardize their workflows. It replaces the need for separate task managers, document storage tools, and countless email threads by consolidating these functions into a unified interface. By automating routine administrative tasks and providing intuitive AI-assisted features, teams can increase their processing capacity and improve the accuracy of their financial reporting overall. 2-way sync with the ledger: Features a live sync to the GL/ERP that flags errors and allows users to update transaction coding, attachments, and statuses across both platforms simultaneously. AI-assisted reconciliation and journal entries: Leverages AI to convert complex source documents, such as payroll reports or settlement statements, into balanced journal entries while pinpointing specific discrepancies when bank feeds do not tie to the ledger. Practice management dashboard: Provides high-level visibility into the status of all closes, team assignments, and outstanding questions through a centralized control center. Integrated receipt management: Uses AI to extract data from uploaded receipts and offers coding suggestions that can be posted directly to the ledger with human approval. Through this combination of workflow automation and integrated communication, Double helps accounting and finance teams reduce the manual labor associated with the close, allowing staff to focus on higher-level advisory services and data integrity.

Average Rating: 4.9/5.0

Total Reviews: 80

How Do G2 Users Rate Double?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Accounting: 9.2/10 (Category avg: 8.6/10)
  • Management: 9.4/10 (Category avg: 8.9/10)
  • Distribution: 8.9/10 (Category avg: 8.3/10)

Who Is the Company Behind Double?

  • Seller: Double
  • Year Founded: 2020
  • HQ Location: NYC, US
  • LinkedIn® Page: www.linkedin.com
    81 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Bookkeeper
  • Top Industries: Accounting
  • Company Size: 96% Small, 3% Medium

What Do G2 Reviewers Say About Double?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of use of Keeper invaluable for efficiency, simplifying transactions and enhancing communication.
  • Users value the collaboration features of Keeper, enhancing teamwork and client communication effectively.
  • Users highlight the exceptional customer support of Keeper, making the software easy to use and effective.
  • Users appreciate the valuable features of Double, which enhance productivity and streamline workflows for bookkeepers.
  • Users value the easy communication with clients, enhancing collaboration and receiving timely responses effectively.
Cons
  • Users find limitations in reporting and customization hinder efficiency and flexibility in Double for project management.
  • Users find the poor reporting in Double limits their ability to customize metrics for unique client needs.
  • Users note the lack of fully functional email integration, limiting communication efficiency within Double.
  • Users find the poor usability of Double challenging due to its clunky interface and synchronization issues.
  • Users find the lack of batch task updates frustrating, as it hinders efficiency and customization in task management.

What Are Recent G2 Reviews of Double?

G-Accon

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

Average Rating: 4.7/5.0

Total Reviews: 202

How Do G2 Users Rate G-Accon?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Accounting: 8.1/10 (Category avg: 8.6/10)
  • Management: 8.1/10 (Category avg: 8.9/10)
  • Distribution: 7.3/10 (Category avg: 8.3/10)

Who Is the Company Behind G-Accon?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of G-Accon, simplifying data retrieval and reporting in minutes instead of days.
  • Users value the automation capabilities of G-Accon, significantly reducing report preparation time and enhancing efficiency.
  • Users value the time-saving automation features of G-Accon, transforming days of work into mere minutes.
  • Users commend the seamless integration of G-Accon, facilitating efficient data management between Xero and Google Sheets.
  • Users love the time-saving automation of G-Accon, transforming days of reporting into minutes effortlessly.
Cons
  • Users find the custom reports feature lacking, wishing for easier connectivity and improvements when copying sheets.
  • Users find the inefficient reporting of G-Accon challenging, particularly with custom and currency-based reports.
  • Users find the poor navigation of G-Accon challenging, especially when searching for specific data or functions.
  • Users find the dated interface of G-Accon less appealing, hoping for a more modern and intuitive design.
  • Users note a steep learning curve with G-Accon, making it challenging to navigate initially without prior experience.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Oracle Financial Consolidation and Close

Oracle Financial Consolidation and Close Cloud is a cloud-based solution built to optimize the close. Financial Consolidation and Close Cloud is designed to help minimize risk, provide transparency to the process, and accuracy to the results.

Average Rating: 4.0/5.0

Total Reviews: 33

How Do G2 Users Rate Oracle Financial Consolidation and Close?

  • Has the product been a good partner in doing business?: 7.2/10 (Category avg: 9.2/10)
  • Accounting: 9.3/10 (Category avg: 8.6/10)
  • Management: 8.7/10 (Category avg: 8.9/10)
  • Distribution: 8.7/10 (Category avg: 8.3/10)

Who Is the Company Behind Oracle Financial Consolidation and Close?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 55% Large, 42% Medium

What Do G2 Reviewers Say About Oracle Financial Consolidation and Close?

AI-generated summary from verified user reviews

Pros
  • Users find Oracle Financial Consolidation and Close helpful for staying organized and effectively managing their financial systems.
  • Users appreciate the seamless integration capabilities of Oracle Financial Consolidation and Close, enhancing efficiency and management solutions.
  • Users value the solution efficiency of Oracle Financial Consolidation and Close, appreciating its time-saving and management benefits.
  • Users value the time-saving capabilities of Oracle Financial Consolidation and Close, enhancing business management efficiency.
Cons
  • Users find navigation complex in Oracle Financial Consolidation and Close, wishing for a more intuitive user interface.
  • Users find the limited features of Oracle Financial Consolidation and Close inadequate compared to competitors for 10K and 10Q reporting.
  • Users find navigation difficult at times, suggesting that a better user interface would enhance the experience.
  • Users find the poor interface design of Oracle Financial Consolidation and Close makes navigation challenging and frustrating.

What Are Recent G2 Reviews of Oracle Financial Consolidation and Close?

What Are G2 Users Discussing About Oracle Financial Consolidation and Close?

EngineBI

EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms.

Average Rating: 4.8/5.0

Total Reviews: 10

How Do G2 Users Rate EngineBI?

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

Who Is the Company Behind EngineBI?

  • Seller: EngineBI
  • Year Founded: 2020
  • HQ Location: Chicago, US
  • Twitter: @RamsayInno
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    22 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About EngineBI?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless data aggregation in EngineBI for comprehensive P&L insights, eliminating the need for spreadsheets.
  • Users value the consolidated P&L information in EngineBI, enhancing visibility and reducing reliance on spreadsheets.
  • Users appreciate the ease of use of EngineBI, streamlining P&L information management and reducing reliance on spreadsheets.
  • Users value the Excel integration of EngineBI, which consolidates P&L info and streamlines revenue tracking.
  • Users value the consolidation of P&L information, eliminating spreadsheets while providing clear revenue insights by client.
Cons
  • Users find difficult navigation initially challenging, requiring time to set up before enjoying the tool's benefits.
  • Users find the difficult setup challenging initially, requiring time before fully benefiting from EngineBI's features.
  • Users report navigation issues initially, requiring time to get accustomed to EngineBI's interface.
  • Users find the poor navigation of EngineBI frustrating initially, but appreciate its benefits once they adapt.

What Are Recent G2 Reviews of EngineBI?

Budgyt

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear.

Average Rating: 4.8/5.0

Total Reviews: 108

How Do G2 Users Rate Budgyt?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Accounting: 8.8/10 (Category avg: 8.6/10)
  • Management: 9.3/10 (Category avg: 8.9/10)
  • Distribution: 8.3/10 (Category avg: 8.3/10)

Who Is the Company Behind Budgyt?

  • Seller: Budgyt
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • Twitter: @budgyt
    115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 60% Medium, 36% Small

What Do G2 Reviewers Say About Budgyt?

AI-generated summary from verified user reviews

Pros
  • Users find Budgyt to be very user-friendly, simplifying the budgeting process and enhancing team collaboration effortlessly.
  • Users find Budgyt to be a user-friendly budgeting management tool that significantly streamlines the budgeting process for teams.
  • Users highly value the excellent customer support from Budgyt, making budgeting and financial reporting a breeze.
  • Users highlight the user-friendly and customizable budgeting features of Budgyt, making financial planning effortless.
  • Users find that Budgyt significantly enhances budgeting efficiency, saving time and streamlining the budget process globally.
Cons
  • Users face integration issues with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility.
  • Users find Budgyt expensive, particularly with high initial setup costs that may not align with its value.
  • Users find the inefficient reporting in Budgyt lacking in presentation and customization for non-financial audiences.
  • Users face a steep learning curve with Budgyt, which can make initial adoption challenging for some teams.
  • Users face limitations in integration capabilities with Budgyt, particularly when managing multiple entities effectively.

What Are Recent G2 Reviews of Budgyt?

What Are G2 Users Discussing About Budgyt?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated April 9, 2026