Best FP&A (Financial Planning & Analysis) - Page 3

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)

SoftExpert Suite

SoftExpert Suite is a comprehensive solution designed to address critical business excellence challenges through an integrated multi-application environment. It offers a suite of interconnected components that can be scaled and expanded as business needs evolve, allowing for the incorporation of new functions. The suite aims to facilitate collaborative problem-solving and improve business performance by providing tools for corporate governance, risk management, compliance programs, and continuous business process improvement.

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate SoftExpert Suite?

  • Reporting: 8.3/10 (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: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind SoftExpert Suite?

  • Seller: SoftExpert
  • Year Founded: 1995
  • HQ Location: Orlando, Florida, United States
  • LinkedIn® Page: www.linkedin.com
    1,009 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 40% Small, 33% Medium

What Do G2 Reviewers Say About SoftExpert Suite?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support from SoftExpert Suite, ensuring seamless integration and quick adjustments.
  • Users appreciate the seamless integration of SoftExpert Suite, enhancing daily contract management and support efficiency.
  • Users value the seamless integration of data storage in SoftExpert Suite, enhancing contract management efficiency.
  • Users value the easy integration of document management processes with excellent support for adjustments and implementation.
  • Users value the ease of implementation of SoftExpert Suite, enhancing daily contract processes with excellent support.
Cons
  • Users find that coding difficulty hampers their ability to customize necessary functionalities efficiently.
  • Users find that some functionalities require a complex customization process, which can hinder usability and efficiency.
  • Users find that some functionalities require a complex customization process, making the system harder to navigate.
  • Users find the complex setup necessary for certain functionalities to be a significant hurdle in usability.
  • Users find the customization process complex, making it challenging to implement desired functionalities in SoftExpert Suite.

What Are Recent G2 Reviews of SoftExpert Suite?

What Are G2 Users Discussing About SoftExpert Suite?

Phocas Software

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Average Rating: 4.6/5.0

Total Reviews: 194

How Do G2 Users Rate Phocas Software?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Phocas Software?

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

Who Uses This Product?

  • Top Industries: Wholesale, Electrical/Electronic Manufacturing
  • Company Size: 67% Medium, 22% Small

What Do G2 Reviewers Say About Phocas Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Phocas Software, highlighting its intuitive interface and helpful tutorials.
  • Users appreciate the speed to insight and operational clarity provided by Phocas Software, empowering effective decision-making.
  • Users rave about Phocas Software's excellent customer support, quickly addressing queries and ensuring a smooth experience.
  • Users appreciate the efficiency of Phocas Software, empowering quick decisions and enhancing operational clarity across teams.
  • Users appreciate the data analysis capabilities of Phocas Software, enabling clear insights and impactful decision-making.
Cons
  • Users find missing real-time data updates frustrating, relying on outdated information and experiencing limitations in user support.
  • Users experience feature limitations in Phocas Software, particularly in budgeting and user support across complex systems.
  • Users note that improvements are needed in data structure and budgeting features for a smoother operational experience.
  • Users express frustration over the missing features in Phocas Software, particularly with data handling and user experience.
  • Users report bugs and date format issues that complicate setup and require troubleshooting, causing delays in usage.

What Are Recent G2 Reviews of Phocas Software?

What Are G2 Users Discussing About Phocas Software?

Jirav

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Jirav?

  • Reporting: 8.7/10 (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: 8.5/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Jirav?

  • Seller: Jirav
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Seattle, WA
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Accounting, Computer Software
  • Company Size: 64% Small, 34% Medium

What Do G2 Reviewers Say About Jirav?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Jirav, appreciating its intuitive design and quick onboarding process.
  • Users highly value the responsive customer support from Jirav, making integration and troubleshooting seamless and efficient.
  • Users appreciate Jirav's robust visual dashboards that simplify financial reporting and enhance client understanding.
  • Users appreciate Jirav's easy setup, enhanced by supportive onboarding and seamless integration with multiple platforms.
  • Users highlight Jirav's robust financial management features, greatly enhancing budgeting, forecasting, and KPI tracking capabilities.
Cons
  • Users face a steep learning curve when transitioning from traditional spreadsheets, but support helps ease the process.
  • Users note a notable learning curve at first, especially transitioning from traditional spreadsheet models, but it pays off.
  • Users face a noticeable learning difficulty transitioning from Excel, despite helpful customer support and onboarding resources.
  • Users find limited reporting options in Jirav frustrating, hindering their ability to effectively manage and present data.
  • Users desire missing features like support for multiple entities and advanced filtering options for better usability.

What Are Recent G2 Reviews of Jirav?

What Are G2 Users Discussing About Jirav?

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AchieveIt

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

Average Rating: 4.4/5.0

Total Reviews: 199

How Do G2 Users Rate AchieveIt?

  • Reporting: 9.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.6/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind AchieveIt?

  • Seller: AchieveIt
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Atlanta, GA
  • LinkedIn® Page: www.linkedin.com
    35 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Executive Assistant
  • Top Industries: Hospital & Health Care, Government Administration
  • Company Size: 42% Medium, 36% Large

What Do G2 Reviewers Say About AchieveIt?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of AchieveIt, benefiting from efficient implementations and responsive customer support.
  • Users value the clear visibility into strategy execution, making it easy to track and manage progress.
  • Users value the clear visibility into strategy execution, making it simple to track and manage progress effectively.
  • Users appreciate the team collaboration in AchieveIt, benefiting from tailored solutions and strong support throughout the process.
  • Users value the personalized and professional support of AchieveIt, enhancing their strategic planning experience and results.
Cons
  • Users note limited customization options in AchieveIt, making it harder to tailor the platform to specific organizational needs.
  • Users find the dashboard issues in AchieveIt overwhelming, suggesting improvements for better user experience and customization.
  • Users find the learning curve steep and initial setup challenging, particularly for those new to tracking tools.
  • Users find the interface not intuitive, with a dated feel and complicated goal adjustments affecting usability.
  • Users face poor integration with other platforms like Excel and PowerBI, complicating data analysis and import processes.

What Are Recent G2 Reviews of AchieveIt?

What Are G2 Users Discussing About AchieveIt?

HiBob HRIS

HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,500 organizations and 1,000,000 users worldwide, including Lovable, Knix, Fiverr, Chili Piper, and ElevenLabs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide.

Average Rating: 4.5/5.0

Total Reviews: 2,658

How Do G2 Users Rate HiBob HRIS?

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

Who Is the Company Behind HiBob HRIS?

  • Seller: HiBob
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    2,115 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: HR Manager, Head of People
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 76% Medium, 16% Small

What Do G2 Reviewers Say About HiBob HRIS?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive design of HiBob HRIS, making it easy for both HR professionals and employees to navigate.
  • Users commend the intuitive interface of HiBob HRIS, enhancing usability and engagement across teams effectively.
  • Users appreciate the intuitive user interface of HiBob HRIS, enhancing daily tasks and team celebrations effortlessly.
  • Users appreciate the user-friendly interface and customization, enhancing efficiency and data management in HR processes.
  • Users appreciate the helpful support from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
Cons
  • Users find missing features like intuitive navigation and task history cumbersome, impacting their overall usability experience.
  • Users find that HiBob HRIS has limited features, lacking custom dashboards and processes for complex business structures.
  • Users feel limited by customization options in HiBob HRIS, impacting the fit for their complex organizational needs.
  • Users face integration issues with HiBob HRIS, requiring third-party tools that complicate the overall HR experience.
  • Users feel HiBob HRIS is not user-friendly, with a cluttered interface and buried options challenging for first-time users.

What Are Recent G2 Reviews of HiBob HRIS?

What Are G2 Users Discussing About HiBob HRIS?

Planning Business Process

Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

Average Rating: 4.2/5.0

Total Reviews: 59

How Do G2 Users Rate Planning Business Process?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Planning Business Process?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • LinkedIn® Page: www.linkedin.com
    207,576 employees on LinkedIn®
  • Ownership: NYSE:ORCL
  • Phone: +1 (650) 506-7000

Who Uses This Product?

  • Company Size: 69% Large, 33% Medium

What Do G2 Reviewers Say About Planning Business Process?

AI-generated summary from verified user reviews

Pros
  • Users value the integration with Oracle products, appreciating the flexibility of custom models and the powerful calc engine.
  • Users appreciate the integration with Oracle products, enjoying the flexibility of custom models and a powerful calculation engine.
Cons
  • Users find the limited features of Planning Business Process restrict its usability, particularly in software integration.
  • Users find the poor interface design limits functionality, particularly with Smartview's restricted application integration.

What Are Recent G2 Reviews of Planning Business Process?

What Are G2 Users Discussing About Planning Business Process?

Vivid Reports CPM

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.

Average Rating: 4.9/5.0

Total Reviews: 17

How Do G2 Users Rate Vivid Reports CPM?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.5/10 (Category avg: 8.6/10)
  • Extended Planning: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Vivid Reports CPM?

Who Uses This Product?

  • Company Size: 59% Medium, 24% Large

What Do G2 Reviewers Say About Vivid Reports CPM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vivid Reports CPM, enabling effortless data access and customized reporting.
  • Users find ease of implementation with Vivid Reports CPM, enabling seamless integration with ERP systems and quick learning.
  • Users praise the exceptional customer support of Vivid Reports CPM for its quick and helpful assistance.
  • Users value the high customizability of Vivid Reports CPM, enabling tailored reports and easy adaptation to changing needs.
  • Users value the robust features of Vivid Reports CPM, enabling seamless customization and comprehensive data analysis.
Cons
  • Users find the steep learning curve of Vivid Reports CPM challenging, requiring substantial training for optimal use.
  • Users face a steep learning curve requiring extensive training to effectively utilize Vivid Reports CPM's features.
  • Users find that filtering issues can slow down their workflow due to time-consuming setup and lack of an undo option.
  • Users feel that insufficient training hinders their ability to fully utilize Vivid Reports CPM effectively.
  • Users experience navigation issues with Vivid Reports CPM, finding multi-dimensional lookups cumbersome and inefficient.

What Are Recent G2 Reviews of Vivid Reports CPM?

ClearPoint Strategy

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Average Rating: 4.6/5.0

Total Reviews: 179

How Do G2 Users Rate ClearPoint Strategy?

  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.1/10 (Category avg: 8.6/10)
  • Extended Planning: 7.9/10 (Category avg: 8.4/10)

Who Is the Company Behind ClearPoint Strategy?

  • Seller: ClearPoint Strategy
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Arlington, VA
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration, Non-Profit Organization Management
  • Company Size: 41% Medium, 34% Large

What Do G2 Reviewers Say About ClearPoint Strategy?

AI-generated summary from verified user reviews

Pros
  • Users rave about ClearPoint's fantastic customer support, highlighting its responsiveness and thorough assistance for a smooth experience.
  • Users praise the user-friendly interface of ClearPoint Strategy, facilitating easy navigation and team adoption.
  • Users find ClearPoint Strategy to be a helpful tool for reporting and support, enhancing workflow efficiency significantly.
  • Users find ClearPoint Strategy's intuitive interface makes it easy to navigate, maximizing organizational efficiency and collaboration.
  • Users value the reporting efficiency of ClearPoint Strategy, praising its simplicity and ease of data management.
Cons
  • Users note a significant learning curve for ClearPoint Strategy, requiring time and prior structure for effective use.
  • Users find a distinct learning difficulty with ClearPoint Strategy, noting a steep curve and limited instructional support.
  • Users note the limited customization of reports in ClearPoint Strategy, affecting presentation and ease of use.
  • Users find some aspects of ClearPoint Strategy not intuitive, especially for newcomers requiring a learning curve and guidance.
  • Users face a difficult learning curve, requiring time and structure to effectively utilize ClearPoint Strategy as administrators.

What Are Recent G2 Reviews of ClearPoint Strategy?

What Are G2 Users Discussing About ClearPoint Strategy?

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?

Centage

Centage is a mid-market FP&A platform that comes with a team to build it and a team to run it. Our team of AI FP&A experts tailors the Centage Operating System to how your business actually runs. Our US-based FP&A team runs the cycle so that you can focus on the business. 500+ finance teams. Live in 4-6 weeks. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities.

Average Rating: 4.5/5.0

Total Reviews: 31

How Do G2 Users Rate Centage?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 9.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Centage?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 61% Medium, 23% Small

What Do G2 Reviewers Say About Centage?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the wide variety of features in Centage, enhancing financial reporting, budgeting, and forecasting capabilities.
  • Users value the effective budgeting management in Centage, enhancing their financial planning and forecasting capabilities.
  • Users appreciate the detailed insights and robust reporting capabilities of Centage, enhancing data understanding and planning.
  • Users value the reporting efficiency of Centage, leveraging various options to enhance their financial planning.
  • Users find budgeting for quarterly plans easier with Centage, enhancing their financial planning efficiency.
Cons
  • Users experience performance issues with Centage, particularly delays in data reflection and lengthy download processes.
  • Users find difficult customization in Centage, especially for default views and the lengthy data download process.
  • Users find the Excel data transfer process cumbersome, often taking up to 30 minutes for the latest information.
  • Users experience Excel integration issues that require a lengthy download process for the latest data updates.
  • Users desire improvements for Centage to function more like Excel for better usability and familiarity.

What Are Recent G2 Reviews of Centage?

Jet Reports

Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub.

Average Rating: 4.6/5.0

Total Reviews: 23

How Do G2 Users Rate Jet Reports?

  • Reporting: 8.8/10 (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: 9.6/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Jet Reports?

Who Uses This Product?

  • Company Size: 65% Medium, 26% Small

What Do G2 Reviewers Say About Jet Reports?

AI-generated summary from verified user reviews

Pros
  • Users find Jet Reports highly user-friendly, enabling fast report creation with minimal setup and intuitive controls.
  • Users highly value the seamless integration of Jet Reports with Microsoft Dynamics, enhancing report creation and data access.
  • Users value the reporting efficiency of Jet Reports, enabling quick, customizable financial and operational reports with real-time data.
  • Users highlight the ease of learning Jet Reports, enabling quick report creation for both novices and experts.
  • Users value the flexibility in report creation with Jet Reports, enabling tailored and efficient financial reporting.
Cons
  • Users find the learning curve steep, necessitating time investment for maximizing the product's benefits.
  • Users face a steep learning difficulty with Jet Reports, requiring significant time and training to maximize effectiveness.
  • Users experience performance issues with slow report generation, often needing to restart sessions to refresh data.
  • Users experience slow performance with Jet Reports, leading to tedious load times and session interruptions.
  • Users find the steep learning curve challenging, requiring significant time and training to maximize the product's benefits.

What Are Recent G2 Reviews of Jet Reports?

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
  • 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?

Grid

From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Grid?

  • Reporting: 7.8/10 (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: 8.1/10 (Category avg: 8.6/10)
  • Extended Planning: 6.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Grid?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 71% Small, 21% Medium

What Do G2 Reviewers Say About Grid?

AI-generated summary from verified user reviews

Pros
  • Users value the easy integrations with Hubspot and other tools, enhancing their data reporting and visualization experience.
  • Users praise the reporting efficiency of Grid, highlighting its easy integration and valuable prebuilt reports and charts.
  • Users benefit from automation that simplifies tracking and analyzing SaaS metrics, enhancing accessibility and insights for all teams.
  • Users value the collaborative capabilities of SaaSGrid, enabling seamless insights across various teams for better decision-making.
  • Users commend the responsive support and ease of use of SaaSGrid, enhancing accessibility for all teams involved.
Cons
  • Users find the increased cost for Grid's subscription challenging, particularly for those with higher revenue requirements.
  • Users find Grid helpful for metrics but experience slow performance and limitations with forecasted metrics.

What Are Recent G2 Reviews of Grid?

IDU

IDU is the FP and A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment - connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning - every methodology, governed in one model. • Forecasting - driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations - multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning - transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting - board-ready reports and dashboards that drill from group total to GL transaction. • AI - the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries - from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's #1 FP and A platform. Built for managers. Trusted by finance.

Average Rating: 4.4/5.0

Total Reviews: 56

How Do G2 Users Rate IDU?

  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.7/10 (Category avg: 8.4/10)

Who Is the Company Behind IDU?

  • Seller: IDU
  • Year Founded: 1997
  • HQ Location: Cape Town, South Africa
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Manager
  • Top Industries: Financial Services, Higher Education
  • Company Size: 61% Medium, 29% Large

What Do G2 Reviewers Say About IDU?

AI-generated summary from verified user reviews

Pros
  • Users love the user-friendly budgeting tool in IDU, which simplifies financial performance analysis and reporting.
  • Users love the ease of use and adaptability of IDU, enhancing their budgeting experience significantly.
  • Users appreciate the user-friendly budget management of IDU, facilitating seamless consolidation and performance tracking.
  • Users praise IDU's reporting efficiency, noting its simplicity and effectiveness in streamlining budgeting and management reports.
  • Users value the customizability of IDU, enabling tailored reports that fit their unique business needs.
Cons
  • Users find the capturing of salaries tedious, making the process cumbersome and less efficient.
  • Users find the limited number formatting options frustrating, wishing for more customization like brackets for negatives.
  • Users find the older versions not intuitive, leading to a less satisfactory user experience.
  • Users report refresh issues with limited historical data integration, hindering effective data analysis and usability.
  • Users experience slow performance in IDU, struggling to keep up with fast-paced business trends.

What Are Recent G2 Reviews of IDU?

What Are G2 Users Discussing About IDU?

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)?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 8.2/10 (Category avg: 8.4/10)

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

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • LinkedIn® Page: www.linkedin.com
    149,349 employees on LinkedIn®
  • Ownership: NYSE:SAP
  • Phone: +1 (800) 872-1727

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)?

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