Top Free FP&A (Financial Planning & Analysis)

How Many FP&A (Financial Planning & Analysis) Products Does G2 Track?

Total Products under this Category: 299

Category Stats (Nov 2026)

  • Average Rating: 4.46/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Centage (+0.76%) - Among all products in this category, Centage recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank FP&A (Financial Planning & Analysis) Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,900+ Authentic Reviews
  • 299+ 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 FP&A (Financial Planning & Analysis)

G2 Grid® for FP&A (Financial Planning & Analysis) plotting products by satisfaction and market presence

Highlighted products: Adaptive from Workday, Anaplan, IBM Planning Analytics, Datarails, Vena, Aleph, Workiva, and Fathom.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=adaptive-from-workday&focus%5B%5D=anaplan&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=getaleph&focus%5B%5D=workiva-workiva&focus%5B%5D=fathom)

Adaptive from Workday

Adaptive from Workday gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 449

How Do G2 Users Rate Adaptive from Workday?

  • Reporting: 8.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Adaptive from Workday?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®
  • Ownership: NYSE:WDAY

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About Adaptive from Workday?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users appreciate the structure, flexibility, and transparency provided by Workday Adaptive Planning for financial planning and forecasting.
Cons
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find a steep learning curve with Workday Adaptive Planning, requiring significant training to navigate effectively.
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Adaptive from Workday?

What Are G2 Users Discussing About Adaptive from Workday?

IBM Planning Analytics

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

Average Rating: 4.4/5.0

Total Reviews: 248

How Do G2 Users Rate IBM Planning Analytics?

  • Reporting: 8.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.5/10 (Category avg: 8.6/10)
  • Extended Planning: 9.1/10 (Category avg: 8.4/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 36% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

Average Rating: 4.9/5.0

Total Reviews: 148

How Do G2 Users Rate Aleph?

  • Reporting: 9.4/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Aleph?

  • Seller: Aleph
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    105 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, FP&A Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 76% Medium, 16% Small

What Do G2 Reviewers Say About Aleph?

AI-generated summary from verified user reviews

Pros
  • Users find Aleph to have a user-friendly interface that simplifies data visualization and overall data management.
  • Users appreciate the helpful customer support from Aleph, enhancing their overall experience with the platform.
  • Users value Aleph's seamless integrations, enabling streamlined communication across systems and enhancing data usability and analysis.
  • Users value the implementation ease of Aleph, praising its quick setup and seamless integration into workflows.
  • Users find Aleph's ease of implementation invaluable, allowing them to quickly integrate it into their workflows.
Cons
  • Users note the missing features in Aleph, impacting its functionality compared to more established alternatives.
  • Users report encountering occasional bugs with Aleph, but the team promptly addresses these issues with quick resolutions.
  • Users experience Excel integration issues with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
  • Users experience slow performance with Aleph, citing long load times and frequent timeouts affecting usability.
  • Users experience software bugs, particularly with integrations, although the team addresses issues promptly and effectively.

What Are Recent G2 Reviews of Aleph?

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Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.6/5.0

Total Reviews: 163

How Do G2 Users Rate Fathom?

  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.8/10 (Category avg: 8.6/10)
  • Extended Planning: 7.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Fathom?

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 62% Small, 30% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and powerful features of Fathom, enhancing reporting clarity and operational efficiency.
  • Users appreciate Fathom's versatile reporting capabilities, enhancing clarity and aiding in effective performance tracking.
  • Users find Fathom to be incredibly user-friendly, combining sophistication with ease for effective financial planning and reporting.
  • Users appreciate the reporting efficiency of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making.
  • Users highlight the prompt and helpful customer support of Fathom, which significantly enhances their experience.
Cons
  • Users feel Fathom lacks essential features, particularly in budget uploading and graphical data representation, limiting its effectiveness.
  • Users find upload issues with Fathom frustrating, particularly when dealing with budget reports via Excel.
  • Users find customization difficult in Fathom, limiting the ability to create tailored reports and KPIs easily.
  • Users experience import issues with Fathom, finding the uploading process cumbersome and prone to data errors.
  • Users feel that improvements are needed in structuring multi-company options and visualizing financial data for better clarity.

What Are Recent G2 Reviews of Fathom?

Drivetrain

Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.7/5.0

Total Reviews: 146

How Do G2 Users Rate Drivetrain?

  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 9.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • LinkedIn® Page: in.linkedin.com
    110 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 79% Medium, 18% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain to be extremely easy to use, streamlining data management and reporting effortlessly.
  • Users value the efficient report creation in Drivetrain, enabling quick and insightful metrics for decision-making.
  • Users value the reporting efficiency of Drivetrain, significantly reducing time spent on creating insightful reports.
  • Users commend Drivetrain's exceptional customer support, appreciating timely assistance and guidance throughout the implementation process.
  • Users appreciate the easy integrations of Drivetrain, which streamline reporting and accelerate decision-making across various systems.
Cons
  • Users face a challenging learning curve with Drivetrain, making transition from spreadsheets complex and time-consuming.
  • Users note a lack of self-service features in Drivetrain, requiring support for essential data transformations.
  • Users note a learning difficulty with Drivetrain's model-building logic, which differs significantly from traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, requiring time to adapt to its unique modeling logic.
  • Users face a difficult learning curve with Drivetrain, requiring significant time to become comfortable with its features.

What Are Recent G2 Reviews of Drivetrain?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.7/5.0

Total Reviews: 61

How Do G2 Users Rate Reach Reporting?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 77% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Reach Reporting, enjoying straightforward setup and customizable, clear financial reporting.
  • Users highlight the clear and beautiful visuals of Reach Reporting, enhancing decision-making and client presentations effortlessly.
  • Users appreciate the reporting efficiency of Reach Reporting, benefiting from automated, customizable, and impressive financial dashboards.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making for teams.
  • Users praise the responsive customer support of Reach Reporting, making it easy to resolve issues promptly.
Cons
  • Users desire additional missing features in Reach Reporting, particularly for budget building and chart organization.
  • Users find Reach Reporting's interface complex and non-intuitive, making initial use challenging and consolidation cumbersome.
  • Users face connectivity issues, as syncing can be slow and doesn't allow automation with multiple systems simultaneously.
  • Users find the dashboard limitations challenging, wishing for better organization and enhanced forecasting features.
  • Users experience implementation issues with Reach Reporting, finding data consolidation and budget features cumbersome and inefficient.

What Are Recent G2 Reviews of Reach Reporting?

Prophix Software

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 224

How Do G2 Users Rate Prophix Software?

  • Reporting: 8.5/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 57% Medium, 36% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users find Prophix Software to be time-saving, simplifying data gathering and enhancing workflow efficiency for all departments.
  • Users appreciate the automation capabilities of Prophix, enhancing data consolidation and reporting efficiency across the board.
Cons
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 206

How Do G2 Users Rate Coefficient?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 35% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
Cons
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

SAS Viya

SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control.

Average Rating: 4.3/5.0

Total Reviews: 793

How Do G2 Users Rate SAS Viya?

  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.2/10 (Category avg: 8.6/10)
  • Extended Planning: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind SAS Viya?

  • Seller: SAS Institute
  • Company Website:
  • Year Founded: 1976
  • HQ Location: Cary, NC
  • LinkedIn® Page: www.linkedin.com
    15,122 employees on LinkedIn®
  • Phone: 1-800-727-0025

Who Uses This Product?

  • Who Uses This: Student, Biostatistician
  • Top Industries: Pharmaceuticals, Banking
  • Company Size: 34% Small, 33% Large

What Do G2 Reviewers Say About SAS Viya?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in SAS Viya, enhancing data visualization and decision-making for businesses.
  • Users appreciate the advanced analytical capabilities of SAS Viya, making data analysis and decision-making more efficient.
  • Users value the sophisticated analytical capabilities of SAS Viya, enhancing decision-making and insights from diverse data sources.
  • Users value the end-to-end data lifecycle tooling in SAS Viya, enhancing insights and strategic decision-making capabilities.
  • Users commend SAS Viya for its user-friendly interface, making complex analytics accessible to individuals of all skill levels.
Cons
  • Users find SAS Viya difficult for non-technical users to navigate, impacting ease of access to reports and dashboards.
  • Users find the learning curve challenging, especially for non-technical individuals navigating reports and dashboards.
  • Users find the visualization complexity of SAS Viya challenging, especially for those without technical expertise.
  • Users find the difficult learning curve for SAS Viya challenging, especially for non-technical users attempting to access features.
  • Users find the expensive pricing of SAS Viya a potential barrier, complicating their decision-making process.

What Are Recent G2 Reviews of SAS Viya?

What Are G2 Users Discussing About SAS Viya?

Acterys

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

Average Rating: 4.8/5.0

Total Reviews: 59

How Do G2 Users Rate Acterys?

  • Reporting: 9.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.6/10 (Category avg: 8.6/10)
  • Extended Planning: 9.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Acterys?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About Acterys?

AI-generated summary from verified user reviews

Pros
  • Users praise Acterys for its automation capabilities, enabling seamless integration and efficient planning processes with Power BI.
  • Users value the seamless connectivity of Acterys, making data integration and planning efficient and effective.
  • Users find the easy integrations with various data sources and Power BI to be time-saving and efficient.
  • Users appreciate the intuitive integration and real-time capabilities of Acterys, enhancing efficiency for finance and data teams.
  • Users value the seamless data integration capabilities of Acterys, enhancing efficiency for finance and data teams alike.

What Are Recent G2 Reviews of Acterys?

What Are G2 Users Discussing About Acterys?

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: 87

How Do G2 Users Rate Joiin?

  • Reporting: 8.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Joiin?

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

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 61% 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 feel the limited chart types and missing features detract from Joiin's overall utility and flexibility.
  • 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 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?

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.3/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users find Clockwork.ai to be incredibly easy to use, streamlining their financial processes with minimal effort.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users praise the implementation ease of Clockwork.ai, highlighting swift setup and responsive support from the team.
  • Users praise the automation capabilities of Clockwork.ai, appreciating its ease of implementation and flexibility for growth.
Cons
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Apliqo

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer.

Average Rating: 4.9/5.0

Total Reviews: 43

How Do G2 Users Rate Apliqo?

  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Apliqo?

  • Seller: Apliqo
  • Year Founded: 2013
  • HQ Location: Zurich, CH
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 62% Medium, 31% Small

What Do G2 Reviewers Say About Apliqo?

AI-generated summary from verified user reviews

Pros
  • Users find Apliqo to be a user-friendly and flexible tool, enhancing efficiency in data visualization and reporting.
  • Users find Apliqo to be intuitive, enhancing their experience with easy-to-use dashboards and flexible planning tools.
  • Users value the intuitive dashboards of Apliqo, which simplify data visualization and enhance reporting efficiency.
  • Users value the ease of development with Apliqo, benefiting from built-in features and seamless integration.
  • Users value the intuitive and flexible design of Apliqo for effective planning analytics, making it user-friendly for all levels.
Cons
  • Users experience a steep learning curve due to the need for extensive TM1 and MDX knowledge for effective usage.
  • Users find that a learning difficulty exists due to the need for specific technical knowledge to navigate Apliqo effectively.
  • Users face a steep learning curve with Apliqo, especially those lacking technical expertise in TM1, MDX, CSS, and JSON.
  • Users find that expertise in TM1 and MDX is essential for effectively utilizing Apliqo’s capabilities.
  • Users face customization difficulties with Apliqo due to required technical knowledge, complicating UI adjustments and widget creation.

What Are Recent G2 Reviews of Apliqo?

Spotlight Reporting

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Spotlight Reporting?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Small, 21% Medium

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 160

How Do G2 Users Rate Jedox?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.7/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users find Jedox to be incredibly user-friendly, benefiting from its intuitive interface and seamless integration with spreadsheets.
  • Users value the integrated reporting and budgeting capabilities of Jedox, simplifying data management and forecasting.
  • Users value the comprehensive budgeting management of Jedox, enabling seamless data integration and flexible financial planning.
  • Users value the flexibility of Jedox, enabling seamless integration and rapid implementation across various operations.
  • Users value the seamless integrations of Jedox, enabling efficient data connection across various systems and tools.
Cons
  • Users find the learning curve steep, making onboarding and model building a challenging experience with Jedox.
  • Users find the learning difficulty high with Jedox, requiring significant training and technical expertise for effective use.
  • Users find complex modeling in Jedox challenging, especially with large datasets, requiring technical knowledge and time for setup.
  • Users find the setup process challenging, requiring extensive training and adaptation to a new system.
  • Users find the complexity of Jedox challenging, requiring significant training and technical expertise for effective use.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated November 2, 2026