# Best FP&A Software - Page 3 ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 277 ### Category Stats (Jul 2026) - **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: July 31, 2026_ ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,400+ Authentic Reviews - 277+ 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 Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1196) Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Planful. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=planful&segment=all) **Sponsored** ### 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-07-31T18%3A13%3A37Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fpage%3D3%26segment%3Dall&secure%5Btoken%5D=392ae2f53f6ba02fd9afcfb87d9ab38a8942c6e43592a8e93a81636b6cb33a8d&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Bplanning%2Band%2Banalysis&secure%5Burl_type%5D=custom_url) ### [AchieveIt](https://www.g2.com/products/achieveit/reviews) 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](https://www.g2.com/sellers/achieveit) - **Company Website:** www.achieveit.com - **Year Founded:** 2010 - **HQ Location:** Atlanta, GA - **Twitter:** @GoAchieveIt 10,680 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60c0e6d505449dc1ccdfdd7ab9dcb71f213a469afa91bbb4a2542dcb0fb8fae7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296143%2F&secure%5Burl_type%5D=linkedin_company_website) 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 find AchieveIt to be incredibly **easy to use** , with excellent support for seamless implementation and updates. - Users value the **clear visibility into strategy execution** , making it easy to track and manage progress effectively. - Users appreciate the **clear visibility into progress tracking** , enhancing strategy execution and team alignment on goals. - Users value the **supportive team collaboration** of AchieveIt, which enhances accountability and drives measurable results effectively. - Users commend AchieveIt's **personalized and professional customer support** , greatly enhancing their strategic planning experience and outcomes. ##### Cons - Users find **limited customization** options frustrating, impacting their ability to tailor the platform to their specific needs. - Users find the **dashboard issues** in AchieveIt overwhelming for new users, hindering a smoother experience. - Users find the **learning curve steep** , especially for newcomers and team members transitioning to AchieveIt. - Users find AchieveIt to have a **not intuitive interface** , with modifications and integrations requiring extra effort. - Users find **poor integration** with Excel and other platforms a significant barrier, complicating data management and analysis. #### What Are Recent G2 Reviews of AchieveIt? **["Visual, User-Friendly, and Unmatched Support"](https://www.g2.com/survey_responses/achieveit-review-11320965)** **Rating:** 5.0/5.0 stars _— Liza T._ [Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965) **["User-Friendly with Integration Challenges"](https://www.g2.com/survey_responses/achieveit-review-12078978)** **Rating:** 4.5/5.0 stars _— Patrick F._ [Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978) #### What Are G2 Users Discussing About AchieveIt? - [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable) - [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for) ### [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) 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 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, 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:** 2,519 #### 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?:** 8.9/10 (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](https://www.g2.com/sellers/hibob) - **Company Website:** www.hibob.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @HiBob\_HR 4,192 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b7f2ddac9419d14cc17a1eb4864505d192c9f7592f21ddf27352f49d45e179d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7586104%2F&secure%5Burl_type%5D=linkedin_company_website) 2,088 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 appreciate the **intuitive interface** of HiBob HRIS, which simplifies navigation and enhances the overall user experience. - Users find HiBob HRIS **easy and intuitive** , making HR management straightforward and user-friendly. - Users highlight the **intuitive design** of HiBob HRIS, making navigation and usage seamless for everyone. - Users appreciate the **helpful support** from HiBob HRIS, enhancing their experience with quick responses and detailed guidance. - Users love the **customizability and ease of use** in HiBob HRIS, appreciating its user-friendly design and helpful resources. ##### Cons - Users find HiBob HRIS has **limited features** like reporting and add-ons that restrict their usability and effectiveness. - Users find **missing features** in HiBob HRIS, such as limited automation and lack of essential functions in the app. - Users note the **limited customization** options in HiBob, making it challenging to fully adapt to their needs. - Users face **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility. - Users find HiBob HRIS lacking in **flexibility and essential features** , impacting their overall user experience. #### What Are Recent G2 Reviews of HiBob HRIS? **["HiBob HRIS: Essential for Visibility and Automation"](https://www.g2.com/survey_responses/hibob-hris-review-12860210)** **Rating:** 5.0/5.0 stars _— María José A._ [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-12860210) **["Intuitive Interface, Needs Faster Support"](https://www.g2.com/survey_responses/hibob-hris-review-11409381)** **Rating:** 4.0/5.0 stars _— Jen G._ [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-11409381) #### What Are G2 Users Discussing About HiBob HRIS? - [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for) ### [Apliqo](https://www.g2.com/products/apliqo/reviews) Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Apliqo? - **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](https://www.g2.com/sellers/apliqo) - **Company Website:** apliqo.com - **Year Founded:** 2013 - **HQ Location:** Zurich, CH - **Twitter:** @apliqo 47 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42cebe4a8b9e78c0f920639416c9c41dcf62b688db97afd1e654e5040d8f8356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapliqo&secure%5Burl_type%5D=linkedin_company_website) 19 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Consulting, Information Technology and Services - **Company Size:** 62% Medium, 31% Small #### What Do G2 Reviewers Say About Apliqo? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **user-friendly dashboards** of Apliqo, enhancing data visualization and decision-making efficiency. - Users value the **ease of development** in Apliqo, appreciating its built-in features and seamless TM1 integration. - Users value the **customizability** of Apliqo, enabling tailored dashboards that enhance data visualization and interactivity. - Users value the **highly customizable dashboards** of Apliqo, enhancing their ability to visualize and interact with data effectively. - Users benefit from **highly customizable dashboards** in Apliqo, enhancing data visualization and interaction for better decision-making. ##### Cons - Users may face **learning difficulties** due to the technical knowledge required for effective use of Apliqo. - Users note a **steep learning curve** for non-technical developers, especially regarding TM1, MDX, CSS, and JSON. - Users note that **expertise is required** in TM1 and MDX, making it challenging for non-technical developers. - Users face **customization difficulties** with Apliqo, requiring extensive knowledge of TM1, MDX, CSS, and JSON. - Users find **customization difficult** in Apliqo, requiring technical knowledge that may challenge less experienced developers. #### What Are Recent G2 Reviews of Apliqo? **["Intuitive Frontend for Planning Analytics"](https://www.g2.com/survey_responses/apliqo-review-10223927)** **Rating:** 4.5/5.0 stars _— Van Zyl B._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) **["Delivering business value through an intuitive interface"](https://www.g2.com/survey_responses/apliqo-review-10319445)** **Rating:** 5.0/5.0 stars _— Dave H._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) ### [Planning Business Process](https://www.g2.com/products/planning-business-process/reviews) 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](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle 827,997 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website) 208,078 employees on LinkedIn® - **Ownership:** NYSE:ORCL #### Who Uses This Product? - **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 capabilities** and **flexibility of custom models** offered by Oracle Planning Cloud. - Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine. ##### Cons - Users find the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview's Excel-only integration. - Users find the **poor interface design** limiting, wishing for broader compatibility with modern applications like Google Sheets. #### What Are Recent G2 Reviews of Planning Business Process? **["Overall it's a very good experience on EPM product."](https://www.g2.com/survey_responses/planning-business-process-review-9008743)** **Rating:** 4.0/5.0 stars _— Pavan K._ [Read full review](https://www.g2.com/survey_responses/planning-business-process-review-9008743) **["EMP review"](https://www.g2.com/survey_responses/planning-business-process-review-8640568)** **Rating:** 4.0/5.0 stars _— Verified User in Higher Education_ [Read full review](https://www.g2.com/survey_responses/planning-business-process-review-8640568) #### What Are G2 Users Discussing About Planning Business Process? - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for) ### [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews) 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? - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware 801 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 2,266 employees on LinkedIn® #### 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 praise the **intuitive Excel interface** of Jet Reports, making financial reporting quick and easy for all skill levels. - Users praise the **seamless integration** with Microsoft Dynamics, making report generation efficient and streamlined. - Users praise the **reporting efficiency** of Jet Reports, highlighting quick, flexible financial reports with real-time data access. - Users find the **ease of learning** Jet Reports intuitive, allowing quick report creation even for beginners. - Users value the **flexibility in report creation** with Jet Reports, enabling customized and efficient financial reporting. ##### Cons - Users find the **learning curve steep** , requiring significant time investment for maximum benefit from Jet Reports. - Users find the **learning difficulty** significant, requiring time and training to maximize Jet Reports' potential. - Users face a **steep learning curve** with Jet Reports, requiring time and training to maximize its benefits. - Users often face **performance issues** with Jet Reports, experiencing slow report generation and sometimes needing to restart sessions. - Users face **slow performance** with Jet Reports, often forcing them to kill sessions and reload due to delays. #### What Are Recent G2 Reviews of Jet Reports? **["Absolutely Love Jet Reports — One of the Best Reporting Tools Out There!"](https://www.g2.com/survey_responses/jet-reports-review-11790872)** **Rating:** 5.0/5.0 stars _— Sakshi M._ [Read full review](https://www.g2.com/survey_responses/jet-reports-review-11790872) **["Effortless Reporting and Seamless Dynamics Integration"](https://www.g2.com/survey_responses/jet-reports-review-12133709)** **Rating:** 4.0/5.0 stars _— Praney M._ [Read full review](https://www.g2.com/survey_responses/jet-reports-review-12133709) ### [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) 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? - **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e) - **HQ Location:** Toronto, CA - **Twitter:** @VividReports 129 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89c1478dc3b1e9fd85e7b92c67e6649341bcae03e3c1249a39388331eea453ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvividreports%2F&secure%5Burl_type%5D=linkedin_company_website) 5 employees on LinkedIn® #### 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, simplifying daily tasks with intuitive features and support. - Users find the **ease of implementation** of Vivid Reports CPM enhances their overall experience and productivity. - Users highlight the **exceptional customer support** of Vivid Reports CPM, noting quick responses and impressive assistance. - Users value the **customizability** of Vivid Reports CPM, allowing tailored solutions for their specific company needs. - Users value the **ease of use** and **customizability** of Vivid Reports for streamlined reporting and data analysis. ##### Cons - Users find the **steep learning curve** for Vivid Reports CPM requires extensive training to optimize usage. - Users face a significant **learning difficulty** with Vivid Reports CPM, requiring extensive training to utilize it effectively. - Users find that **filtering issues** slow down their workflow and wish for an "undo" feature for corrections. - Users find that **insufficient training** hampers effective use of Vivid Reports CPM and diminishes its potential benefits. - Users struggle with **navigation issues** , finding it difficult to perform multidimensional lookups effectively in Vivid Reports CPM. #### What Are Recent G2 Reviews of Vivid Reports CPM? **["Easy to Use, Does Everything We Need—With Outstanding Support"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)** **Rating:** 5.0/5.0 stars _— Verified User in Retail_ [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894) **["Consistent, trustworthy reporting for multiple ERPs"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)** **Rating:** 5.0/5.0 stars _— Nathan D._ [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763) ### [EngineBI](https://www.g2.com/products/enginebi/reviews) 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](https://www.g2.com/sellers/enginebi) - **Year Founded:** 2020 - **HQ Location:** Chicago, US - **Twitter:** @RamsayInno 35 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd4b7159352b030ae50dfdc4e6a84f1230f911188c49f2f6f32b0b06edaa3d63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenginebisoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 23 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 **data analysis capabilities** of EngineBI, streamlining P&L information and enhancing revenue visibility. - Users value the **consolidated P&L data** in EngineBI, eliminating spreadsheets and enhancing revenue visibility by client. - Users commend the **ease of use** of EngineBI, centralizing P&L info without the hassle of spreadsheets. - Users value the **Excel integration** of EngineBI, streamlining P&L data and enhancing revenue visibility. - Users value the **consolidated P&L insights** of EngineBI, simplifying financial management and reducing reliance on spreadsheets. ##### Cons - Users find **difficult navigation** initially challenging, requiring time before successfully utilizing EngineBI's features. - Users find the **difficult setup** initially frustrating, but appreciate the tool's eventual benefits for finance reporting. - Users face **navigation issues** initially, requiring time to set up, but benefit greatly once operational. - Users find the **navigation confusing** initially, which delays the setup process despite the tool's overall effectiveness. #### What Are Recent G2 Reviews of EngineBI? **["Invaluable tool to run your firm profitability and effectively"](https://www.g2.com/survey_responses/enginebi-review-11457936)** **Rating:** 5.0/5.0 stars _— Michelle K._ [Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936) **["Gave me the clarity and control I needed to be consistently profitable"](https://www.g2.com/survey_responses/enginebi-review-11386214)** **Rating:** 5.0/5.0 stars _— Carlos C._ [Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214) ### [Centage](https://www.g2.com/products/centage/reviews) FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. 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:** 29 #### 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? - **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation) - **Year Founded:** 2001 - **HQ Location:** San Antonio, TX - **Twitter:** @Centage 1,565 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32215eb6be14a287f4ac59a40439c396a102f1f5e449838ef935fbb790a1edc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F89440%2F&secure%5Burl_type%5D=linkedin_company_website) 60 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 62% Medium, 21% Large #### 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 **ease of budgeting management** with Centage, enhancing their financial planning and forecasting processes. - 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 it significantly easier to **manage budgeting for quarterly plans** with Centage, enhancing their financial planning process. ##### Cons - Users experience **performance issues** with Centage, particularly delays in data reflection and lengthy download processes. - Users find **difficult customization** in Centage, particularly with default views and time-consuming data processes. - Users face a **time-consuming Excel compatibility process** that can take up to 30 minutes for data retrieval. - Users face **Excel integration issues** , requiring a lengthy two-step data download process for accessing current data. - Users express a desire for **improvements to functionality** , specifically wanting Centage to operate more like Excel. #### What Are Recent G2 Reviews of Centage? **["Easy Nonprofit Org Budgeting"](https://www.g2.com/survey_responses/centage-review-12519902)** **Rating:** 4.5/5.0 stars _— Lauren C._ [Read full review](https://www.g2.com/survey_responses/centage-review-12519902) **["Centage: Intuitive Worksheets and Responsive Support"](https://www.g2.com/survey_responses/centage-review-13036031)** **Rating:** 5.0/5.0 stars _— Verified User in Government Administration_ [Read full review](https://www.g2.com/survey_responses/centage-review-13036031) ### [IDU](https://www.g2.com/products/idu-idu/reviews) 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](https://www.g2.com/sellers/idu) - **Year Founded:** 1997 - **HQ Location:** Cape Town, South Africa - **Twitter:** @iduSoftware 2,739 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53108a47a3da500294a876299e8a418ecc2bc1a037b88431f21407acbe3a4362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fidu-software%2F&secure%5Burl_type%5D=linkedin_company_website) 66 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 highlight the **user-friendly budgeting tool** of IDU, simplifying management account reports and financial performance tracking. - Users value the **ease of use** and adaptability of IDU, making budgeting efficient and customizable for their needs. - Users praise the **user-friendly budget management** tools of IDU, enhancing the ease of financial performance tracking. - Users commend the **reporting efficiency** of IDU, appreciating its seamless functionality and time-saving capabilities. - Users love the **customizability** of IDU, enabling tailored reports and views that fit their business needs perfectly. ##### Cons - Users find the **capturing of salaries tedious** , making the process cumbersome and time-consuming. - Users express frustration over the **limited customization** of number formatting options, impacting their reporting preferences. - Users find the **older versions not user-friendly** , leading to a less satisfactory experience with the product IDU. - Users struggle with **refresh issues** that hinder the integration of historical data in IDU, affecting usability. - Users find the **slow performance** of IDU does not keep pace with evolving business trends, hindering efficiency. #### What Are Recent G2 Reviews of IDU? **["Seamless Functionality with Detailed Budgeting"](https://www.g2.com/survey_responses/idu-review-11211846)** **Rating:** 4.0/5.0 stars _— Lerato K._ [Read full review](https://www.g2.com/survey_responses/idu-review-11211846) **["Effortless Consolidation and Reporting with IDU"](https://www.g2.com/survey_responses/idu-review-11205209)** **Rating:** 5.0/5.0 stars _— Verified User in Construction_ [Read full review](https://www.g2.com/survey_responses/idu-review-11205209) #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### [Grid](https://www.g2.com/products/withgrid/reviews) From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 #### How Do G2 Users Rate Grid? - **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? - **Seller:** [Grid (formerly SaaSGrid)](https://www.g2.com/sellers/grid-formerly-saasgrid) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e6bf866d5fef45369b29c2747eeff70c71471bb32aa9de9684c87c25c46dd4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithgrid%2F&secure%5Burl_type%5D=linkedin_company_website) 8 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software - **Company Size:** 71% Small, 21% Medium #### What Do G2 Reviewers Say About Grid? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **easy integrations** with Hubspot and other tools, enhancing their data reporting and visualization experience. - Users praise the **reporting efficiency** of Grid, highlighting its easy integration and valuable prebuilt reports and charts. - Users value the **automation capabilities** of SaaSGrid, significantly enhancing their metrics tracking and analysis efficiency. - Users value the **collaborative insights** from SaaSGrid, enabling multiple teams to access vital metrics effortlessly. - Users value the **outstanding customer support** of SaaSGrid, ensuring responsive help for any unique challenges faced. ##### Cons - Users feel that the **cost is high** now that it's only available for those with significant ARR. - Users find it helpful for current metrics, but experience **slow performance** that hinders forecasted metrics functionality. #### What Are Recent G2 Reviews of Grid? **["Less time wrangling data, more time acting on it"](https://www.g2.com/survey_responses/grid-review-12971727)** **Rating:** 5.0/5.0 stars _— Yulija K._ [Read full review](https://www.g2.com/survey_responses/grid-review-12971727) **["Finally, metrics our whole team trusts"](https://www.g2.com/survey_responses/grid-review-12989721)** **Rating:** 4.5/5.0 stars _— Verified User in Information Technology and Services_ [Read full review](https://www.g2.com/survey_responses/grid-review-12989721) ### [Jedox](https://www.g2.com/products/jedox/reviews) 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:** 158 #### 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?:** 8.5/10 (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](https://www.g2.com/sellers/jedox) - **Company Website:** www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox 1,673 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website) 400 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **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 admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process. - Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships. - Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems. - Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly. - Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning. ##### Cons - Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface. - Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform. - Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise. - Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use. - Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity. #### What Are Recent G2 Reviews of Jedox? **["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)** **Rating:** 4.0/5.0 stars _— Pille P._ [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) **["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)** **Rating:** 4.0/5.0 stars _— Dmytro K._ [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### [Inspire](https://www.g2.com/products/inspire-software-inspire/reviews) What is Inspire Software? Inspire Software is a unified strategy execution and performance management platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, continuous performance management, and employee engagement in a single system, Inspire gives leaders real-time visibility into execution and helps every employee understand how their daily work drives company success. Who uses Inspire Software? Inspire is built for mid-market and enterprise organizations — typically 200 to 10,000 employees — that need to align strategy, people, and performance at scale. Common buyers include Chief Strategy Officers, Chief People Officers, CHROs, Heads of HR, VPs of Operations, and CEOs who need strategy to move faster from planning to measurable impact. What does Inspire Software do? - Inspire replaces the disconnected stack of OKR tools, performance review software, engagement survey tools, and strategy spreadsheets that most organizations cobble together. Instead, Inspire unifies the entire strategy-to-execution workflow in one platform: - Unified OKR and goal management with AI-assisted goal creation, alignment, and cascading across teams - Strategic planning that connects long-term vision to quarterly initiatives and individual goals - Continuous performance management with 1:1s, check-ins, feedback, and performance reviews tied directly to strategy - Employee engagement, recognition, and feedback embedded into daily workflows Real-time dashboards that surface risks early and show progress against strategic initiatives - AI coaching and insights that help managers lead better and employees grow faster - Cross-functional visibility that breaks down silos and accelerates execution How is Inspire different from Lattice, 15Five, Betterworks, Workboard, or Quantive? Most performance management tools focus on HR processes. Most OKR tools focus on goal-setting. Inspire is the only platform purpose-built to unify strategy execution AND performance management — connecting the boardroom strategy to the individual contributor's daily work. That's why Inspire customers see faster execution of strategic initiatives, higher engagement, reduced attrition, and stronger revenue growth. What outcomes do organizations see with Inspire? Faster execution of strategic initiatives Higher engagement and motivation across teams Reduced attrition and stronger accountability Improved revenue growth and operational agility Greater alignment between executive vision and frontline execution Inspire enables organizations to align people, performance, and purpose — turning strategy into results with transparency, momentum, and confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 111 #### How Do G2 Users Rate Inspire? - **Reporting:** 9.8/10 (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:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Inspire? - **Seller:** [Inspire Software](https://www.g2.com/sellers/inspire-software) - **Company Website:** inspiresoftware.com - **Year Founded:** 2017 - **HQ Location:** San Diego, CA - **Twitter:** @InspireSoftware 6,709 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f05d30655ceda58e36b9176f9456a4f6aec2ed8146792fd601a190bd73377898&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finspiresoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 34% Small #### What Do G2 Reviewers Say About Inspire? _AI-generated summary from verified user reviews_ ##### Pros - Users find Inspire to be **easy to use and learner-friendly** , enhancing their goal-setting and planning experience. - Users value the **transparency and accountability** Inspire fosters, enhancing team alignment and overall performance. - Users value Inspire for its **excellent communication and support** , enhancing accountability and ensuring successful goal alignment. - Users commend Inspire for their **responsive and dedicated customer support** , ensuring tailored solutions and seamless software administration. - Users value the **customization options** of Inspire, enhancing goal alignment and overall strategic performance across teams. #### What Are Recent G2 Reviews of Inspire? **["Amazing Productivity Software"](https://www.g2.com/survey_responses/inspire-review-8648725)** **Rating:** 5.0/5.0 stars _— Paul R._ [Read full review](https://www.g2.com/survey_responses/inspire-review-8648725) **["Increased Productivity and Simplified Task Management"](https://www.g2.com/survey_responses/inspire-review-8996209)** **Rating:** 5.0/5.0 stars _— Cristin F._ [Read full review](https://www.g2.com/survey_responses/inspire-review-8996209) #### What Are G2 Users Discussing About Inspire? - [What is Fitbots OKRs used for?](https://www.g2.com/discussions/what-is-fitbots-okrs-used-for) - [What is Inspire used for?](https://www.g2.com/discussions/what-is-inspire-used-for) - 1 comment ### [Phocas Software](https://www.g2.com/products/phocas-software/reviews) 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:** 188 #### 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](https://www.g2.com/sellers/phocas-software) - **Company Website:** www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7eb9c21d1181e3923b0fde959f16f1699c72049f69befd87e6910ef659203119&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1114241%2F&secure%5Burl_type%5D=linkedin_company_website) 332 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Medium, 23% 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, enabling straightforward data interpretation and effective decision-making. - Users praise Phocas Software for its **intuitive capabilities** that simplify data analysis and enhance decision-making. - Users value **fast and clear data analysis** in Phocas Software, facilitating informed decision-making with ease. - Users value the **easy report creation** in Phocas Software, enabling quick, defensible insights for decision-making. - Users appreciate the **reporting efficiency** of Phocas Software, enabling quick, credible insights for informed decision-making. ##### Cons - Users find **feature improvements necessary** for Phocas Software, particularly in budgeting and user experience at scale. - Users note that **improvements are needed** in data handling, budgeting, and user experience for better efficiency. - Users report **missing features** in Phocas Software, impacting operational efficiency and user experience in complex environments. - Users express frustration over **missing functionality** like real-time data access and limited contract-level intelligence in Phocas Software. - Users report encountering **bugs and date format issues** that complicate setup and lead to time-consuming troubleshooting. #### What Are Recent G2 Reviews of Phocas Software? **["Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"](https://www.g2.com/survey_responses/phocas-software-review-12082649)** **Rating:** 5.0/5.0 stars _— Lyndon R._ [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) **["Effortless Data Integration and Visualization with Phocas"](https://www.g2.com/survey_responses/phocas-software-review-12057725)** **Rating:** 5.0/5.0 stars _— Matthew W._ [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) 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:** 177 #### 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](https://www.g2.com/sellers/clearpoint-strategy) - **Company Website:** www.clearpointstrategy.com - **Year Founded:** 2008 - **HQ Location:** Arlington, VA - **Twitter:** @clearpointstrat 886 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7e644911d15eef03e079eb4bf5c38691734ffa7ddd9c4d165416e9808f2fd86c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F706074%2F&secure%5Burl_type%5D=linkedin_company_website) 29 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Government Administration, Non-Profit Organization Management - **Company Size:** 41% Medium, 33% Large #### What Do G2 Reviewers Say About ClearPoint Strategy? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software. - Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration. - Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency. - Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels. - Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration. ##### Cons - Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators. - Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface. - Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy. - Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges. - Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability. #### What Are Recent G2 Reviews of ClearPoint Strategy? **["Building our Strategic Workspace with ClearPoint Strategy"](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444)** **Rating:** 4.0/5.0 stars _— Austin C._ [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444) **["ClearPoint - Creating solutions for their clients"](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208)** **Rating:** 5.0/5.0 stars _— Regina M._ [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208) #### What Are G2 Users Discussing About ClearPoint Strategy? - [What advice do you have for others considering ClearPoint Strategy for strategic planning?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-clearpoint-strategy-for-strategic-planning) - [What is ClearPoint Strategy used for?](https://www.g2.com/discussions/what-is-clearpoint-strategy-used-for) ### [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) 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](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® - **Ownership:** NYSE:SAP #### Who Uses This Product? - **Who Uses This:** Senior Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 58% Large, 26% Medium #### What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)? **["Boosting Efficiency and Collaboration: Experience with SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)** **Rating:** 4.0/5.0 stars _— Bhargavi D._ [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606) **["Review of SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)** **Rating:** 4.0/5.0 stars _— Sindhu Prasanthi D._ [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853) #### What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)? - [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning) - [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for) - [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc) - [What is SAP BPC model?](https://www.g2.com/discussions/sap-business-planning-and-consolidation-bpc-what-is-sap-bpc-model) - [What is consolidation in SAP BPC?](https://www.g2.com/discussions/what-is-consolidation-in-sap-bpc) - [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=2#product-list) - [1](/categories/fp-a-financial-planning-analysis/all?order=g2_score#product-list) - [2](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=2#product-list) - 3 - [4](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=4#product-list) - [5](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=5#product-list) - [6](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=6#product-list) - [7](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=7#product-list) - … - [18](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=18#product-list) - [19](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=19#product-list) - [Next ›Next ›](/categories/fp-a-financial-planning-analysis/all?order=g2_score&page=4#product-list) Spotlight Categories [Knowledge Base Software](https://www.g2.com/categories/knowledge-base-software) [Live Chat Software](https://www.g2.com/categories/live-chat) [Restaurant POS Systems](https://www.g2.com/categories/restaurant-pos) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated April 9, 2026 FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. Show More * * * ## How Do You Choose the Right FP&A Software? ### What You Should Know About FP&A Software ### FP&A Software software buying insights at a glance [FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. The strongest FP&A platforms back this up with real integration depth into the business tools and workflows finance teams already run — [Datarails](https://www.g2.com/products/datarails/reviews) connects to more than 600 accounting, ERP, CRM, banking, and HRIS systems, [Aleph](https://www.g2.com/products/getaleph/reviews) pulls data through 150+ connectors including NetSuite, HiBob, and Salesforce, and reviewers consistently point to how these connections eliminate manual export-and-reconcile work every close. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making. Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. That combination is exactly what lets the best FP&A platforms achieve rapid deployment and adoption across finance organizations. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment. Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership. Based on G2 reviews, finance and FP&A teams evaluate FP&A software by comparing modeling flexibility, integration depth with ERP and CRM systems, and reporting automation. ### Top 5 FAQs from software buyers: - How do FP&A software solutions improve financial visibility and planning accuracy? - What features should teams evaluate when choosing the best FP&A software? - How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling? - How scalable is FP&A software for organizations managing multi-entity operations or global teams? G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews). ### What are the top-reviewed FP&A Software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 214 - Satisfaction: 98 - Market Score: 83 - G2 score: 90 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 143 - Satisfaction: 71 - Market Score: 99 - G2 score: 85 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 163 - Satisfaction: 97 - Market Score: 70 - G2 score: 83 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 178 - Satisfaction: 93 - Market Score: 68 - G2 score: 80 [Datarails](https://www.g2.com/products/datarails/reviews) - Number of Reviews: 133 - Satisfaction: 96 - Market Score: 63 - G2 score: 80 Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in FP&A Software #### Feedback Pros: What Users Consistently Appreciate - **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning** - “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review - **Unified planning with strong scenario analysis and supplier insights** - “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review - **Real-time collaboration, audit trails, and unified reporting** - “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review #### Cons: Where Many Platforms Fall Short - **Complex implementation with support dependency and limited bank integrations** - “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review - **Complex initial setup with steep learning curve and onboarding challenges** - “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review - **High implementation costs with ongoing maintenance and expertise requirements** - “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review ### My Expert Takeaway on FP&A Software FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight. Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes. Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams. The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations. ### FP&A Software FAQs #### **How to use trial versions of FP&A software?** Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation. #### **What are the top-rated FP&A tools with forecasting and scenario modeling?** Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates. #### **What are the best FP&A solutions for hybrid services and product-based businesses?** FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework. #### **What FP&A software is best for a multi-entity, international SaaS company?** For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems. #### **What are the affordable FP&A platforms for startups or SMBs?** Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators. ### Most Popular FAQs #### Which FP&A software has the best reviews? Across the category, the most trusted [FP&A software](https://www.g2.com/categories/fp-a-financial-planning-analysis) in user reviews tends to be the platforms that keep finance teams working in familiar spreadsheet logic while adding real structure underneath, reliability that matters just as much to the operations and technology leaders who sign off on these tools as it does to finance. - [Aleph](https://www.g2.com/products/getaleph/reviews): Carries a strong review base at a near-perfect rating, with actuals pulled straight from systems like NetSuite into a spreadsheet, removing the manual export-and-reconcile work every close cycle. - [Joiin](https://www.g2.com/products/joiin/reviews): A solid review base backs up consistently high satisfaction, with clear target-versus-actual visuals that stay viewer-friendly across the organization. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): A large enterprise-focused review base holds a strong rating, with one platform that keeps expanding rather than requiring separate tools bolted together. #### What is the ROI of AI in financial planning and analysis (FP&A) software? The clearest ROI signal shows up where AI tools plug directly into existing workflows rather than requiring a separate system to manage. - [Datarails](https://www.g2.com/products/datarails/reviews): An AI connector added directly to the platform pushes productivity and creativity further, letting finance teams build new reports and enhance data without starting from scratch. - [Aleph](https://www.g2.com/products/getaleph/reviews): Integrations with AI tools are fast and hassle-free, which keeps the learning curve manageable even for a one-person finance team managing several data sources at once. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): An AI-driven approach across a single expanding platform gives finance and management teams a clear reason to look forward to what's coming next. #### What is the typical implementation timeline for FP&A software deployment? Implementation timelines vary widely in this category, and the pattern isn't simply "faster is better"; it depends on what the organization needs the platform to do. - [Joiin](https://www.g2.com/products/joiin/reviews): The largest share of reviewers reporting a fast go-live use this platform, with a near-perfect satisfaction score to match. - [Aleph](https://www.g2.com/products/getaleph/reviews): Also reports a high share of fast implementations, consistent with its spreadsheet-first design requiring less structural setup upfront. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Reviewers here report some of the longest implementation timelines in the category, yet satisfaction stays high, a sign that organizations choosing it are trading speed for the depth a unified enterprise platform provides. #### Which FP&A tools best support real-time dashboards for executive reporting? The platforms that stand out here treat dashboards as a core feature rather than a static export tacked onto a planning model. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews): Highly customizable dashboards deliver real-time reporting and visualization that cover many use cases that would traditionally require a dedicated BI platform. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards help users see different financial statements quickly, with an Excel add-in that keeps the reporting layer familiar for finance teams. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Reports build quickly with drilldown into the details behind the numbers, and daily automatic imports keep executive-facing figures current without manual refreshes. #### How long does it take to see ROI from FP&A software? The clearest payoff tends to show up fast, often within the first few months of going live, rather than requiring a long runway before the investment pays off. - [Aleph](https://www.g2.com/products/getaleph/reviews): Reviewers report being live and able to answer board-level questions with confidence within two weeks of implementation, with planning, budgeting, and reporting workloads cut by roughly half once fully onboarded. - [Datarails](https://www.g2.com/products/datarails/reviews): Users describe saving the equivalent of close to one full-time employee's worth of effort per month once integrations are in place and running. - [Joiin](https://www.g2.com/products/joiin/reviews): Reviewers who report a quick go-live also tend to have some of the highest satisfaction scores in the category, indicating that the efficiency benefits begin immediately once the platform is operational rather than after several months. ### Small Business FAQs #### What is the best FP&A software for startups? Startups evaluating FP&A tools tend to prioritize something a lean finance function can run without a dedicated system administrator. - [Aleph](https://www.g2.com/products/getaleph/reviews): Among small business reviewers, it posts one of the strongest satisfaction scores in the category, with QuickBooks, Snowflake, Stripe, and Greenhouse data landing in one trusted layer for a one-person finance team. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Strong satisfaction among smaller organizations backs up a tool designed to get real reporting value without a heavy implementation. - [Martus](https://www.g2.com/products/martus/reviews): High satisfaction scores among small business reviewers pair with support ratings that are the strongest in this data set. #### Which FP&A software is the most user-friendly for small finance teams? Ease of use matters most at this stage, since the person building the model is often also the one presenting it to leadership. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Posts strong ease-of-use scores among small business reviewers, letting a small team fetch data and build reports quickly without a steep learning curve. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Also rates highly on ease of use, keeping the spreadsheet-native workflow small finance teams already know intact. - [Martus](https://www.g2.com/products/martus/reviews): A strong ease-of-use score is backed by support reviewers rate as the best in the category. #### Which FP&A tool is easiest to set up for small teams? Setup speed is one of the more differentiated ratings in this category, and small teams generally do best with something productive well before it needs to prove its worth. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Posts some of the strongest setup scores among small business reviewers in this data set. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): A strong setup score pairs with daily automatic data imports that keep the system current without ongoing manual work. - [Joiin](https://www.g2.com/products/joiin/reviews): A large small-business review base backs up consistently strong setup scores, with mapping and functions that stay under the team's own control. #### Which FP&A tool is best for small teams that want to stay in spreadsheets? A distinct pattern in this category is finance teams who want structured planning without giving up the spreadsheet interface they already know. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Built to work directly inside existing spreadsheets, rather than asking a small team to learn an entirely new interface. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Keeps live data connected inside a spreadsheet environment, which matters most for teams that have no interest in switching tools. - [Aleph](https://www.g2.com/products/getaleph/reviews): Delivers the flexibility of Excel and Sheets while pulling actuals directly from source systems, avoiding the export-and-reconcile cycle small teams usually dread. ### Enterprise FAQs #### What is best-rated FP&A software for large enterprises? Within the Enterprise segment of this category, a smaller set of platforms have the review volume from large organizations to back up a strong rating. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Carries the largest enterprise review base in this category, holding a strong rating even at that scale. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): A solid enterprise review base backs up strong satisfaction, with audit trails and access controls that matter more as organization size grows. - [Anaplan](https://www.g2.com/products/anaplan/reviews): A substantial enterprise review base holds a solid rating, consistent with its reputation for connecting planning across multiple functions on one platform. #### What is the most reliable FP&A tool for enterprises? Reliability at this scale tends to come down to support responsiveness, since a large organization needs fast answers when a consolidated model touches many business units at once. - [Datarails](https://www.g2.com/products/datarails/reviews): Support ratings are the strongest in this data set among enterprise reviewers, even with a smaller enterprise-scale sample so far. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Support scores stay strong across a substantial enterprise review base, consistent with the audit trails and validation checks that reduce manual work. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Holds solid support ratings across the largest enterprise review base in the category. #### Which FP&A platform is best for multi-entity consolidation at enterprise scale? Large enterprises consolidating many business units need a platform built to unify data across functions, not just roll up numbers from separate spreadsheets. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Purpose-built as a unified platform that keeps expanding to connect departments to one database despite often different reporting needs. - [Anaplan](https://www.g2.com/products/anaplan/reviews): Dimensional modeling connects planning across multiple functions in a single platform, linking headcount, compensation, and workforce data rather than managing them separately. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Seamless integration with enterprise systems and the ability to generate multiple reports from a single data source support consolidation across many linked documents at once. #### Which FP&A platform offers the strongest executive reporting at enterprise scale? At this scale, executive reporting needs to stay accurate and auditable across many contributors, not just visually polished for one team. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Real-time collaboration tools, validation checks, and audit trails keep information current and consistent for stakeholders reviewing linked reports across the organization. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards built on top of an Excel add-in scale up cleanly as more departments feed into the same reporting layer. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on March 18, 2026**