# Best FP&A Software - Page 5 ## 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:** Corporater Business Management Platform (+7.14%) - Among all products in this category, Corporater Business Management Platform recorded the largest rating increase compared to last month _Last updated: July 14, 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** ### Abacum Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-07-31T11%3A58%3A08Z&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=154807&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%3D5%26segment%3Dall&secure%5Btoken%5D=211104352fb185101e3c2f1c2d75f37c3c436508f27bf9fb788b63cefa870a66&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Planacy](https://www.g2.com/products/planacy/reviews) Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams! **Average Rating:** 4.6/5.0 **Total Reviews:** 49 #### How Do G2 Users Rate Planacy? - **Reporting:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.0/10 (Category avg: 8.6/10) - **Extended Planning:** 8.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Planacy? - **Seller:** [Planacy](https://www.g2.com/sellers/planacy) - **Year Founded:** 2015 - **HQ Location:** Stockholm, SE - **Twitter:** @planacy 31 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3598651cefc6f1a296be93bbbe4b18d4eb8c644ad6c784840a1fe73e3d520363&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanacy&secure%5Burl_type%5D=linkedin_company_website) 40 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Business Controller - **Top Industries:** Information Technology and Services - **Company Size:** 73% Medium, 18% Small #### What Do G2 Reviewers Say About Planacy? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of budgeting management** in Planacy, enabling efficient and collaborative financial planning for teams. - Users highlight the **collaborative features** of Planacy, enhancing team communication and streamlining financial planning processes. - Users appreciate the **ease of use** of Planacy, finding it efficient and time-saving for financial planning tasks. - Users find Planacy to be a **highly efficient tool** , significantly streamlining budgeting and forecasting processes. - Users appreciate the **ease of use and efficiency** of Planacy, streamlining budgeting and forecasting processes effectively. ##### Cons - Users find the **initial setup and data extraction** of Planacy to be time-consuming and lacking in detailed guidance. - Users find **difficult customization** with Planacy, especially during setup and data extraction for analysis. - Users find the **difficult setup** of Planacy can be time-consuming and requires substantial effort for customization. - Users find the **insufficient documentation** in Planacy hinders effective data extraction and slows down initial setup efforts. - Users find **limited customization** in Planacy, making initial setup and data extraction more complex than desired. #### What Are Recent G2 Reviews of Planacy? **["A user friendly tool for creating, managing and tracking budget and forcasts"](https://www.g2.com/survey_responses/planacy-review-10544652)** **Rating:** 4.0/5.0 stars _— Therese B._ [Read full review](https://www.g2.com/survey_responses/planacy-review-10544652) **["Very flexible and useful FP&A system"](https://www.g2.com/survey_responses/planacy-review-9751776)** **Rating:** 4.5/5.0 stars _— Fredrik R._ [Read full review](https://www.g2.com/survey_responses/planacy-review-9751776) ### [UTrakk](https://www.g2.com/products/utrakk/reviews) UTrakk helps managers boost their impact in delivering their roles, driving operational performance, by focusing on improving competitive performance and employee experience. UTrakk digitalizes Proaction International's years of expertise in continuous improvement and introduces a groundbreaking technology, bringing organizations'​ management effectiveness to the next level. **Average Rating:** 4.6/5.0 **Total Reviews:** 41 #### How Do G2 Users Rate UTrakk? - **Reporting:** 9.2/10 (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:** 9.2/10 (Category avg: 8.4/10) #### Who Is the Company Behind UTrakk? - **Seller:** [UTrakk](https://www.g2.com/sellers/utrakk) - **Year Founded:** 2014 - **HQ Location:** Montréal, CA - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=90aae004616012faf87a61e8ef41277390b4ad9b3bcdea2778a12ffd8a08baf8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Futrakk-dmes%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Food Production, Manufacturing - **Company Size:** 73% Medium, 17% Small #### What Do G2 Reviewers Say About UTrakk? _AI-generated summary from verified user reviews_ ##### Pros - Users find UTrakk's **ease of use** invaluable for managing checklists, meetings, and project tracking efficiently. - Users find UTrakk enhances **efficiency** , improving management visibility and streamlining daily processes for better performance tracking. - Users value the **productivity improvement** UTrakk offers, streamlining processes and enhancing managerial organization and performance tracking. - Users value UTrakk's **Coaching Professionalism** , which effectively promotes guidance while upholding company values. - Users appreciate the **excellent customer support** of UTrakk, highlighting direct access to advisors and ticketing options. ##### Cons - Users desire enhanced **interconnectivity with dashboard (BI) tools** to improve their data integration and analysis capabilities. - Users find UTrakk's interface to have **difficult navigation** , struggling to locate options efficiently and effectively. - Users desire enhanced **integration with dashboard (BI) tools** to improve functionality and productivity within UTrakk. - Users find the **navigation issues** with UTrakk frustrating, struggling to locate desired options easily. - Users find the **UI not intuitive** , struggling to locate options and navigate effectively within UTrakk. #### What Are Recent G2 Reviews of UTrakk? **["A "blueprint" for each project."](https://www.g2.com/survey_responses/utrakk-review-11544334)** **Rating:** 5.0/5.0 stars _— Isaak L._ [Read full review](https://www.g2.com/survey_responses/utrakk-review-11544334) **["Agri-food Team Leader using Utrakk for 2 years"](https://www.g2.com/survey_responses/utrakk-review-11449673)** **Rating:** 4.5/5.0 stars _— Loic B._ [Read full review](https://www.g2.com/survey_responses/utrakk-review-11449673) #### What Are G2 Users Discussing About UTrakk? - [What is UTrakk used for?](https://www.g2.com/discussions/what-is-utrakk-used-for) - 1 upvote ### [CALUMO](https://www.g2.com/products/calumo/reviews) Calumo is cloud-based financial performance and analysis (FP&A) software that helps businesses streamline their budgeting, forecasting, reporting, and analysis processes. With Calumo, business users can access real-time data from various sources, create interactive dashboards and visualizations, and collaborate with team members through a web browser or Microsoft Office applications. With features such as scenario planning, data modeling, data integration, workflow management, and security and compliance, Calumo helps businesses improve their decision-making, reduce costs, and increase efficiency. Customers appreciate Calumo’s ease of use, flexibility, and integration with Excel. **Average Rating:** 4.3/5.0 **Total Reviews:** 19 #### How Do G2 Users Rate CALUMO? - **Reporting:** 10.0/10 (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:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind CALUMO? - **Seller:** [Calumo](https://www.g2.com/sellers/calumo) - **Year Founded:** 1996 - **HQ Location:** Australia - Sydney, Brisbane, Melbourne. USA - Dallas, Texas, AU - **Twitter:** @CALUMO 159 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0e2d47cac0d7b6120c3e85a0dc9da219e69a3f620a27f0631792efdf4711dbf1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F227235%2F&secure%5Burl_type%5D=linkedin_company_website) 4 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Higher Education - **Company Size:** 48% Large, 48% Medium #### What Are Recent G2 Reviews of CALUMO? **["A complex but extremely useful software for the management of any business"](https://www.g2.com/survey_responses/calumo-review-6503480)** **Rating:** 4.5/5.0 stars _— Sam N._ [Read full review](https://www.g2.com/survey_responses/calumo-review-6503480) **["Calumo has helped us gain accounting visibility with Executives and Operations"](https://www.g2.com/survey_responses/calumo-review-317825)** **Rating:** 4.5/5.0 stars _— Jim W. R._ [Read full review](https://www.g2.com/survey_responses/calumo-review-317825) ### [Hypergene](https://www.g2.com/products/hypergene/reviews) Hypergene is a cloud-based software solution designed to facilitate strategic planning, budgeting, forecasting, advanced analysis, performance reporting, and KPI tracking. This comprehensive platform enables organizations to streamline their planning processes while effectively managing strategy, projects, and risk portfolios. By integrating various aspects of financial management into one cohesive system, Hypergene helps users enhance their operational efficiency and decision-making capabilities. Targeted at a diverse range of industries—including professional services, retail, non-profit organizations, transportation, real estate, municipalities, public authorities, and higher education—Hypergene serves as a versatile tool for organizations of all sizes. Its capabilities are particularly beneficial for mid-sized businesses and large enterprises that seek to optimize their financial planning and improve agility in a competitive market. The platform’s design caters to users who require robust analytics and reporting features to support their strategic initiatives. One of the key features of Hypergene is its integrated planning and performance management capabilities, which allow users to seamlessly connect budgeting, forecasting, and reporting within a single platform. This integration not only simplifies the planning process but also enhances collaboration and transparency across departments, fostering improved communication and accountability. Additionally, Hypergene’s advanced analytics and data visualization tools provide real-time insights through powerful dashboards and performance metrics, enabling organizations to make informed decisions based on accurate data. Hypergene also emphasizes data quality and security through its cloud-based architecture, ensuring that sensitive information is protected while remaining accessible to authorized users. The platform’s ability to integrate with Deltek's project and resource planning solution further enhances its functionality, making it a valuable asset for organizations looking to align their strategic goals with measurable actions. With a reported 96% of users experiencing more efficient planning cycles, Hypergene stands out as a solution that not only meets the needs of its users but also drives significant improvements in decision-making processes. In summary, Hypergene is a comprehensive tool for organizations aiming to elevate their strategic and financial management. Its intuitive interface, powerful features, and commitment to customer-driven innovation make it an ideal choice for businesses ready to enhance their planning and performance management capabilities. **Average Rating:** 3.7/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Hypergene? - **Reporting:** 7.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 7.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 5.5/10 (Category avg: 8.6/10) - **Extended Planning:** 7.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Hypergene? - **Seller:** [Hypergene](https://www.g2.com/sellers/hypergene) - **Company Website:** www.hypergene.com - **Year Founded:** 2000 - **HQ Location:** Malmö, SE - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dfb838722550e59f62dac5154abd1ffea52b7854f2ff5d30c1d1c2cca5646e0a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhypergene%2F&secure%5Burl_type%5D=linkedin_company_website) 185 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 62% Medium, 23% Large #### What Do G2 Reviewers Say About Hypergene? _AI-generated summary from verified user reviews_ ##### Pros - Users find Hypergene to be **exceptionally easy to use** , making it ideal for occasional users and diverse tasks. - Users praise the **efficient customer support** of Hypergene, enhancing the overall user experience significantly. - Users commend the **efficient and friendly customer support** from Hypergene, ensuring a smooth implementation and ongoing assistance. - Users value the **flexibility** of Hypergene, enhancing planning, budgeting, and user experience seamlessly. - Users cherish the **effective organizational capabilities** of Hypergene, enabling streamlined processes and insightful analysis of services. ##### Cons - Users find the **learning curve steep** , struggling with the complexity and lack of intuitive design in Hypergene. - Users find **Hypergene's interface not intuitive** , making it challenging to understand information and complete tasks effectively. - Users find the **complexity of information** in Hypergene makes it challenging to navigate and understand effectively. - Users find the **high complexity** of Hypergene challenging, often struggling to understand essential information and tasks. - Users find the **missing features** in Hypergene frustrating, requiring excessive customization to meet their needs. #### What Are Recent G2 Reviews of Hypergene? **["Visually appealing"](https://www.g2.com/survey_responses/hypergene-review-11526094)** **Rating:** 4.0/5.0 stars _— Verified User in Government Administration_ [Read full review](https://www.g2.com/survey_responses/hypergene-review-11526094) **["Powerful, Quick Multi-Level Analysis with Clear Insights"](https://www.g2.com/survey_responses/hypergene-review-12348320)** **Rating:** 5.0/5.0 stars _— Kristin F._ [Read full review](https://www.g2.com/survey_responses/hypergene-review-12348320) ### [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 #### How Do G2 Users Rate Causal? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Causal? - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet 721 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d1c3caff355aa3af3ee174464f921fbf75efbc8cdf0c9adbc2149fe2e754019d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flucanet-ag%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 902 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small, 30% Medium #### What Do G2 Reviewers Say About Causal? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **automation capabilities** of Causal, making budgeting and planning efficient and straightforward. - Users praise the **ease of budgeting** with Causal, noting its logical UI and quick integration with data. - Users find the **collaboration features** of Causal exceptional, enhancing budgeting and planning with easy sharing and flexibility. - Users love the **robust data analysis** in Causal, appreciating the seamless blend of actual and forecasted values. - Users appreciate the **ease of implementation** of Causal, finding it quick and intuitive for seamless integration. ##### Cons - Users find the **difficult learning curve** of Causal challenging, but consulting support can help navigate the process. - Users find the **insufficient training** challenging, often needing additional support to get started with Causal. - Users recognize the potential for **integration issues** , noting that the number of integrations could be expanded. - Users find the **learning curve steep** , which may require external assistance for a smoother onboarding experience. - Users find the **learning difficulty** of Causal to be a challenge, often requiring external assistance to navigate. #### What Are Recent G2 Reviews of Causal? **["Best in class financial tool"](https://www.g2.com/survey_responses/causal-review-9666197)** **Rating:** 5.0/5.0 stars _— Sebastian S._ [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) **["A very high quality FP&A tool"](https://www.g2.com/survey_responses/causal-review-10841500)** **Rating:** 5.0/5.0 stars _— Ben L._ [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) ### [SAS Intelligent Performance Management](https://www.g2.com/products/sas-intelligent-performance-management/reviews) Helps you report, manage and improve the financial performance of your entire organization. **Average Rating:** 4.2/5.0 **Total Reviews:** 16 #### How Do G2 Users Rate SAS Intelligent Performance Management? - **Custom Reporting:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind SAS Intelligent Performance Management? - **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2) - **Year Founded:** 1976 - **HQ Location:** Cary, NC - **Twitter:** @SASsoftware 60,863 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website) 18,638 employees on LinkedIn® - **Phone:** 1-800-727-0025 #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 38% Small, 38% Medium #### What Do G2 Reviewers Say About SAS Intelligent Performance Management? _AI-generated summary from verified user reviews_ ##### Pros - Users find SAS Intelligent Performance Management to be **extremely easy to use** , enhancing their data management experience. - Users value the **easy-to-use budgeting management** features of SAS Intelligent Performance Management for effective financial control. - Users appreciate the **ease of use and effective financial control** of SAS Intelligent Performance Management for budgeting and forecasting. - Users value the **accuracy of reports** in SAS Intelligent Performance Management, noting its simplicity in generating them. - Users value the **ease of data analysis** with SAS Intelligent Performance Management, praising its user-friendly interface and effectiveness. ##### Cons - Users find the **downloading template needs improvement** for easier accessibility and a cleaner layout. - Users face **challenges with integration and existing data migration** , which detracts from the overall experience of SAS Intelligent Performance Management. - Users find the **excessive detail and clutter** in the new layout overwhelming and unnecessary for effective use. - Users find the **insufficient information** on downloading templates limits their ability to save and resume work effectively. - Users face **integration difficulties** during data migration, which impacts their experience despite the product's overall effectiveness. #### What Are Recent G2 Reviews of SAS Intelligent Performance Management? **["Granular Insights That Empower Better Decision-Making"](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219)** **Rating:** 5.0/5.0 stars _— Andres B._ [Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219) **["IPM Makes Managing Large Data Sets Fast and Efficient"](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238)** **Rating:** 5.0/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238) #### What Are G2 Users Discussing About SAS Intelligent Performance Management? - [What are the elements of financial management systems?](https://www.g2.com/discussions/sas-financial-management-what-are-the-elements-of-financial-management-systems) - [What are the elements of financial management systems?](https://www.g2.com/discussions/what-are-the-elements-of-financial-management-systems) - [What is financial management software?](https://www.g2.com/discussions/sas-financial-management-what-is-financial-management-software) - 1 comment - [What is financial management software?](https://www.g2.com/discussions/what-is-financial-management-software) - [What is sas finance?](https://www.g2.com/discussions/sas-financial-management-what-is-sas-finance) - 1 comment ### [Dploy Solutions](https://www.g2.com/products/dploy-solutions/reviews) Dploy Solutions is a SaaS based software suite with Strategic Planning, KPI Management and Project Management solutions. Dploy's platform development has been customer driven over the past 20 years, which has given us a competitive edge for scaling to any size organization and across many industries. Dploy has helped hundreds of brands achieve their strategic objectives faster and drive continuous improvement through standardized KPI Management. As organizations grow and add complexity, the viable solutions for strategic alignment and standardized daily management become limited. This results in every department operating independently with limited visibility in reporting. Dploy provides the tools to help align your business activity and gives you clear visibility to every level of the organization to ensure everyone is working in the same direction. And when the strategy is to change the organizational footprint, Dploy easily adapts without the need for IT involvement. **Average Rating:** 4.5/5.0 **Total Reviews:** 32 #### How Do G2 Users Rate Dploy Solutions? - **Reporting:** 9.0/10 (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:** 8.0/10 (Category avg: 8.6/10) - **Extended Planning:** 9.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Dploy Solutions? - **Seller:** [TBM Consulting Group](https://www.g2.com/sellers/tbm-consulting-group) - **Year Founded:** 1998 - **HQ Location:** Morrisville, US - **Twitter:** @DploySolutions 436 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cc9a2539dfda2094d1777c80bb8da3dcdd2c2945781f4cc333965e4af626c4d5&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Fdploy-solutions%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Retail, Financial Services - **Company Size:** 69% Medium, 22% Large #### What Are Recent G2 Reviews of Dploy Solutions? **["Best KPI/Metric tracking tool"](https://www.g2.com/survey_responses/dploy-solutions-review-8833781)** **Rating:** 5.0/5.0 stars _— Henil L._ [Read full review](https://www.g2.com/survey_responses/dploy-solutions-review-8833781) **["Dploy Solutions gives me all the necessary information in one place"](https://www.g2.com/survey_responses/dploy-solutions-review-9940434)** **Rating:** 5.0/5.0 stars _— Theunis M._ [Read full review](https://www.g2.com/survey_responses/dploy-solutions-review-9940434) #### What Are G2 Users Discussing About Dploy Solutions? - [What is Dploy Solutions used for?](https://www.g2.com/discussions/what-is-dploy-solutions-used-for) ### [MODLR](https://www.g2.com/products/modlr/reviews) MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible. **Average Rating:** 4.9/5.0 **Total Reviews:** 11 #### How Do G2 Users Rate MODLR? - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) #### Who Is the Company Behind MODLR? - **Seller:** [MODLR](https://www.g2.com/sellers/modlr) - **Year Founded:** 2015 - **HQ Location:** Sydney, New South Wales - **Twitter:** @TeamMODLR 286 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1de6151c0bb23ffe8670beecc2c64c35e2912c1d0ed29acf056fdfae06710367&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmodlr&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Small, 33% Medium #### What Are Recent G2 Reviews of MODLR? **["Highly customisable, intuitive reporting and planning"](https://www.g2.com/survey_responses/modlr-review-6551624)** **Rating:** 5.0/5.0 stars _— Stephen M._ [Read full review](https://www.g2.com/survey_responses/modlr-review-6551624) **["Great Product"](https://www.g2.com/survey_responses/modlr-review-6484941)** **Rating:** 5.0/5.0 stars _— Sarah M._ [Read full review](https://www.g2.com/survey_responses/modlr-review-6484941) #### What Are G2 Users Discussing About MODLR? - [What is MODLR used for?](https://www.g2.com/discussions/what-is-modlr-used-for) ### [Place](https://www.g2.com/products/place-technology-place/reviews) The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy. **Average Rating:** 4.7/5.0 **Total Reviews:** 28 #### How Do G2 Users Rate Place? - **Reporting:** 7.5/10 (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:** 7.8/10 (Category avg: 8.6/10) - **Extended Planning:** 9.2/10 (Category avg: 8.4/10) #### Who Is the Company Behind Place? - **Seller:** [Place Technology](https://www.g2.com/sellers/place-technology) - **Year Founded:** 2018 - **HQ Location:** Austin, Texas - **Twitter:** @PlaceTechnology 117 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=19bd86dc2221b7259f464ed23e2220165995b3fb9a22922cf758fbf816c5277b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplace-technology%2F&secure%5Burl_type%5D=linkedin_company_website) 18 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 50% Small, 50% Medium #### What Are Recent G2 Reviews of Place? **["Subscription Billing and Revenue Management"](https://www.g2.com/survey_responses/place-review-8555203)** **Rating:** 4.0/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/place-review-8555203) **["One of the best platform to move forecasting out of Excel spreadsheets"](https://www.g2.com/survey_responses/place-review-4495108)** **Rating:** 4.5/5.0 stars _— Wankel G._ [Read full review](https://www.g2.com/survey_responses/place-review-4495108) ### [Lucanet](https://www.g2.com/products/lucanet/reviews) Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy. **Average Rating:** 4.7/5.0 **Total Reviews:** 52 #### How Do G2 Users Rate Lucanet? - **Reporting:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.0/10 (Category avg: 8.6/10) - **Extended Planning:** 7.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind Lucanet? - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet 721 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d1c3caff355aa3af3ee174464f921fbf75efbc8cdf0c9adbc2149fe2e754019d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flucanet-ag%2Fabout&secure%5Burl_type%5D=linkedin_company_website) 902 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO - **Top Industries:** Financial Services, Accounting - **Company Size:** 53% Medium, 32% Small #### What Are Recent G2 Reviews of Lucanet? **["Problems of data consolidation and report generations"](https://www.g2.com/survey_responses/lucanet-review-8717100)** **Rating:** 5.0/5.0 stars _— Rob B._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-8717100) **["Analyze amounts of data across various categories"](https://www.g2.com/survey_responses/lucanet-review-8739619)** **Rating:** 5.0/5.0 stars _— Trung R._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-8739619) #### What Are G2 Users Discussing About Lucanet? - [What is LucaNet used for?](https://www.g2.com/discussions/what-is-lucanet-used-for) ### [Qvantum](https://www.g2.com/products/qvantum/reviews) QVANTUM is an innovative business planning software that stands out for its efficiency and user-friendliness. With its cloud-based SaaS solution, companies eliminate the inaccuracies and risks of traditional spreadsheets, enabling decentralized, collaborative real-time planning to fully unlock business potential. Managers, controllers, and planning leads benefit from seamless integration into any organizational environment and immediate access to specialized features for operational and integrated financial planning. Customizable templates, such as those for P&L, personnel costs, sales, and cost centers, allow planning and forecasting processes to be optimized quickly and efficiently. Moving beyond Excel, smooth and efficient planning workflows become the new standard. Clients include renowned companies of all sizes and industries, such as SALOMON FoodWorld, ONSKINERY, and Coop Mineraloel. QVANTUM is a brand of Thinking Networks AG, a subsidiary of Buhl Data Service GmbH. www.getqvantum.com **Average Rating:** 4.1/5.0 **Total Reviews:** 18 #### How Do G2 Users Rate Qvantum? - **Reporting:** 10.0/10 (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:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Qvantum? - **Seller:** [Thinking Networks AG](https://www.g2.com/sellers/thinking-networks-ag) - **Year Founded:** 2018 - **HQ Location:** Aachen, Deutschland - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d231525c3788f0e6db74509ae236d46d2ce2c9391792682e6bdd1a528ba21467&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Fqvantum%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Non-Profit Organization Management - **Company Size:** 78% Medium, 17% Small #### What Do G2 Reviewers Say About Qvantum? _AI-generated summary from verified user reviews_ ##### Pros - Users find the **ease of understanding** in Qvantum allows for quick insights and actionable data conversion. - Users value the **efficiency** of Qvantum for quickly extracting insights and translating them into actionable items. - Users find **efficiency improvement** in Qvantum, easily turning data insights into actionable strategies. - Users find it **quick and efficient** to extract insights from data and turn them into actionable items. - Users find the **speed of insights extraction** from Qvantum invaluable for transforming data into actionable items. ##### Cons - Users experience a **lack of customization** at an advanced analytics level, limiting their ability to tailor the product. - Users find **limited customization** options frustrating, particularly for advanced analytics needs in Qvantum. #### What Are Recent G2 Reviews of Qvantum? **["Agil tool - easy to launch"](https://www.g2.com/survey_responses/qvantum-review-7802404)** **Rating:** 5.0/5.0 stars _— Karin I._ [Read full review](https://www.g2.com/survey_responses/qvantum-review-7802404) **["Qvantum - Transfrom data into valuable insights"](https://www.g2.com/survey_responses/qvantum-review-10745825)** **Rating:** 4.0/5.0 stars _— Verified User in Manufacturing_ [Read full review](https://www.g2.com/survey_responses/qvantum-review-10745825) ### [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 #### How Do G2 Users Rate Runway Financial? - **Reporting:** 7.7/10 (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:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Runway Financial? - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco 8,010 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bd7f917e7cdbe1f4c27452a9a710c0fa65927fa39f6267fc6e043b019c9ccd4d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frunway%2F&secure%5Burl_type%5D=linkedin_company_website) 69 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small, 47% Medium #### What Do G2 Reviewers Say About Runway Financial? _AI-generated summary from verified user reviews_ ##### Pros - Users commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities. - Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning. - Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting. - Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis. - Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency. ##### Cons - Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology. - Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology. - Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology. - Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology. - Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial. #### What Are Recent G2 Reviews of Runway Financial? **["From Sheets to Real-Time Insights"](https://www.g2.com/survey_responses/runway-financial-review-11242357)** **Rating:** 4.5/5.0 stars _— Steven S._ [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) **["Incredibly Flexible and Fun Finance Copilot"](https://www.g2.com/survey_responses/runway-financial-review-10872438)** **Rating:** 4.0/5.0 stars _— Brian L._ [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) ### [Farseer](https://www.g2.com/products/farseer/reviews) Farseer is an enterprise-grade financial planning and performance management platform built for enterprise organizations that need to plan, forecast, and collaborate with speed and precision. Unlike rigid FP&A tools or error-prone spreadsheets, Farseer is designed for scale and flexibility. At the core is our proprietary in-memory calculation engine, Rama, purpose-built for multidimensional financial modeling. Rama processes complex scenarios and simulations in real time, without lag or loss of accuracy. On top of this foundation, we have introduced Farseer AI. Agentic capabilities automate repetitive finance tasks, run continuous scenario testing, and deliver proactive insights directly to decision makers. Finance teams can interact with Farseer AI through natural language, including WhatsApp, to access reports, trigger forecasts, or ask questions on the go. Farseer enables a shift from static planning to dynamic, continuous forecasting and scenario modeling. It drives better decisions, faster execution, and alignment across departments. What sets us apart is real-time collaboration, driver-based planning for accurate forecasting and what-if analysis, lightning-fast performance even on large models, and a modern UX built for finance users. **Average Rating:** 4.5/5.0 **Total Reviews:** 8 #### How Do G2 Users Rate Farseer? - **Reporting:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Farseer? - **Seller:** [Farseer](https://www.g2.com/sellers/farseer) - **Year Founded:** 2016 - **HQ Location:** Zagreb, HR - **Twitter:** @farseerapp 53 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a3fd6bcc8edc93bc7d25bf99e15933e85780695818ffeab42f2ea339ec593893&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffarseer&secure%5Burl_type%5D=linkedin_company_website) 33 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Large, 50% Medium #### What Do G2 Reviewers Say About Farseer? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of Farseer, appreciating its flexibility and efficiency in financial planning. - Users appreciate the **Excel integration** of Farseer, enabling easy data management and streamlined forecasting processes. - Users appreciate the **extensive customization options** of Farseer, allowing tailored solutions to meet individual needs. - Users appreciate the **efficiency** of Farseer, enjoying faster planning and reduced errors in financial processes. - Users value the **Excel-like functionality** of Farseer, enhancing workflow and simplifying data management for budgeting tasks. ##### Cons - Users note a **lack of essential features** in Farseer, particularly missing an undo option and graphical model representation. - Users find the **complexity of setup** in Farseer limits automation potential and complicates initial implementation. - Users experience **long loading times for complex models** and lack of an undo feature, affecting usability. - Users find the **difficult setup** of Farseer challenging, despite enjoying smooth performance once configured. - Users face a **lack of automation** due to overly complex model setups rather than software limitations. #### What Are Recent G2 Reviews of Farseer? **["Tailor-Made Solution That Fits Our Needs Perfectly"](https://www.g2.com/survey_responses/farseer-review-11882053)** **Rating:** 4.5/5.0 stars _— Marko O._ [Read full review](https://www.g2.com/survey_responses/farseer-review-11882053) **["Great software for planning"](https://www.g2.com/survey_responses/farseer-review-11883484)** **Rating:** 4.5/5.0 stars _— Martina B._ [Read full review](https://www.g2.com/survey_responses/farseer-review-11883484) ### [Oracle Cloud EPM Profitability and Cost Management](https://www.g2.com/products/oracle-cloud-epm-profitability-and-cost-management/reviews) Oracle Profitability and Cost Management Cloud includes robust data management capabilities that enable business users to easily map financial and operational data together. **Average Rating:** 4.0/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Oracle Cloud EPM Profitability and Cost Management? - **Reporting:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.3/10 (Category avg: 8.6/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Oracle Cloud EPM Profitability and Cost Management? - **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? - **Top Industries:** Accounting - **Company Size:** 43% Large, 36% Medium #### What Do G2 Reviewers Say About Oracle Cloud EPM Profitability and Cost Management? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **cloud services** of Oracle Cloud EPM for enhanced performance and streamlined reporting capabilities. - Users value the **performance and reporting capabilities** of Oracle Cloud EPM for effective profitability and cost management. #### What Are Recent G2 Reviews of Oracle Cloud EPM Profitability and Cost Management? **["Cloud based and fully integrated"](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-6505511)** **Rating:** 5.0/5.0 stars _— chaitanya N._ [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-6505511) **["Bob Review"](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-8640507)** **Rating:** 5.0/5.0 stars _— Bob B._ [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-8640507) #### What Are G2 Users Discussing About Oracle Cloud EPM Profitability and Cost Management? - [What is Oracle Profitability and Cost Management Cloud used for?](https://www.g2.com/discussions/what-is-oracle-profitability-and-cost-management-cloud-used-for) ### [Basis](https://www.g2.com/products/basis-basis/reviews) Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards. **Average Rating:** 4.9/5.0 **Total Reviews:** 12 #### How Do G2 Users Rate Basis? - **Reporting:** 9.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.8/10 (Category avg: 8.6/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Basis? - **Seller:** [Basis Finance](https://www.g2.com/sellers/basis-finance) - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=038f15eb2da1528969581ad34f44a5acffdd1aa1e22b374534eb2667af2d560e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbasis-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 1 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 83% Small, 17% Medium #### What Are Recent G2 Reviews of Basis? **["A must-have for finance!"](https://www.g2.com/survey_responses/basis-review-8003863)** **Rating:** 5.0/5.0 stars _— Allison L._ [Read full review](https://www.g2.com/survey_responses/basis-review-8003863) **["Next level FP&A! Basis is a must have if you're ready to level up your company finances."](https://www.g2.com/survey_responses/basis-review-7889241)** **Rating:** 5.0/5.0 stars _— Matt G._ [Read full review](https://www.g2.com/survey_responses/basis-review-7889241) - [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=4#product-list) - [1](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score#product-list) - [2](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=4#product-list) - 5 - [6](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=6#product-list) - [7](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=7#product-list) - [8](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=8#product-list) - [9](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=9#product-list) - … - [18](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=18#product-list) - [19](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=19#product-list) - [Next ›Next ›](/categories/fp-a-financial-planning-analysis?open_modal_url=%2Fproducts%2Fqvantum%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%26source%3Dcategory&order=g2_score&page=6#product-list) Spotlight Categories [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [VoIP Providers](https://www.g2.com/categories/voip) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) [Survey Software](https://www.g2.com/categories/survey) 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**