# Best FP&A Software with Data Visualization Capabilities - Page 2 ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 276 ### Category Stats (Aug 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: August 01, 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 - 276+ 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=582&focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682) Highlighted products: Workday Adaptive Planning, Anaplan, Datarails, Vena, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Aleph. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=workday-adaptive-planning&focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph) **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=2026-08-09T09%3A43%3A52Z&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%2Ff%2Fdata-visualization%3Ffilters%255Bverified_features%255D%255B%255D%3D2349%26page%3D2&secure%5Btoken%5D=eca66e243ef50dcb47864875512bea97134fc569c8dd6490f7170f32dcae692e&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) ### [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) ### [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) ### [Jedox](https://www.g2.com/es/products/jedox/reviews) Jedox es la plataforma de planificación y gestión del rendimiento más adaptable del mundo que capacita a las organizaciones para entregar planes que superan las expectativas. Más de 2,500 organizaciones en 140 países confían en Jedox para modelar cualquier escenario, integrar datos de cualquier fuente y simplificar planes interorganizacionales en todos los sistemas empresariales. Jedox permite una cultura de decisión y confianza para que los equipos puedan planificar oportunidades, reaccionar rápidamente a los cambios y descubrir lo que no sabían que era posible. **Average Rating:** 4.3/5.0 **Total Reviews:** 158 #### How Do G2 Users Rate Jedox? - **Informes:** 8.8/10 (Category avg: 8.8/10) - **¿Ha sido the product un buen socio para hacer negocios?:** 8.5/10 (Category avg: 9.2/10) - **Informes personalizados:** 8.7/10 (Category avg: 8.6/10) - **Planificación ampliada:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Jedox? - **Vendedor:** [Jedox](https://www.g2.com/es/sellers/jedox) - **Sitio web de la empresa:** www.jedox.com - **Año de fundación:** 2002 - **Ubicación de la sede:** Freiburg, Germany - **Twitter:** @Jedox 1,673 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador - **Top Industries:** Tecnología de la información y servicios, Contabilidad - **Company Size:** 51% Medium, 28% Small #### What Do G2 Reviewers Say About Jedox? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios admiran la **facilidad de uso** de Jedox, destacando su interfaz intuitiva y su proceso de incorporación fluido. - Los usuarios valoran la **gestión de presupuestos sin fisuras** en Jedox, integrando diversas operaciones y mejorando las relaciones de datos. - Los usuarios valoran Jedox por su **flexibilidad** , lo que permite una implementación rápida y una integración fluida con los sistemas existentes. - Los usuarios valoran Jedox por sus **capacidades efectivas de pronóstico** , mejorando la planificación y agilizando significativamente los procesos de informes. - Los usuarios valoran las **integraciones robustas** de Jedox, conectando sin problemas datos de múltiples sistemas para una planificación mejorada. ##### Cons - Los usuarios encuentran el proceso de **modelado complejo** desafiante, especialmente con grandes conjuntos de datos y una interfaz menos intuitiva. - Los usuarios luchan con la **curva de aprendizaje** de Jedox, encontrándola desafiante y que consume mucho tiempo para dominar la plataforma. - Los usuarios encuentran la **complejidad de la construcción de modelos** en Jedox desafiante, requiriendo una formación extensa y experiencia técnica. - Los usuarios encuentran que **aprender Jedox puede ser difícil** , requiriendo una formación extensa y experiencia técnica para su uso efectivo. - Los usuarios encuentran **tiempos de carga lentos** con Jedox, especialmente para informes complejos y al abrir formularios, lo que afecta la productividad. #### What Are Recent G2 Reviews of Jedox? **["Configuración de Jedox para Modelado de RRHH"](https://www.g2.com/es/survey_responses/jedox-review-8900158)** **Rating:** 4.0/5.0 stars _— Dmytro K._ [Read full review](https://www.g2.com/es/survey_responses/jedox-review-8900158) **["Relaciones de Datos Poderosas y Flexibilidad Presupuestaria"](https://www.g2.com/es/survey_responses/jedox-review-12107792)** **Rating:** 4.0/5.0 stars _— Pille P._ [Read full review](https://www.g2.com/es/survey_responses/jedox-review-12107792) #### What Are G2 Users Discussing About Jedox? - [¿Para qué se utiliza Jedox?](https://www.g2.com/es/discussions/what-is-jedox-used-for) ### [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) 31 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? **["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) **["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) #### 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) ### [Unit4 FP&A](https://www.g2.com/products/unit4-fp-a/reviews) Unit4 FP&A: Smarter Planning, Faster Forecasts, Confident Decisions Unit4 FP&A frees finance teams to move beyond data wrangling and deliver the insights that drive business performance. Purpose-built for mid-market, people-focused, services-led organizations across nonprofit, public sector, professional services, and higher education, the platform combines AI-infused planning, budgeting, forecasting, reporting, and analytics in one integrated solution. Unit4 is built on a people-and-project data model, so services organizations plan around the things that actually drive their numbers, headcount, projects, funding, not just GL lines. Replace fragile disconnected Excel spreadsheets with a single source of truth. Cut hours of manual consolidation. Connect strategy to operations with rolling forecasts, driver-based models, and scenario planning that flex as your business does. Interactive dashboards put trusted financial intelligence in the hands of finance business partners, controllers, and operational leaders, so decisions happen faster and with more confidence. A complete corporate performance management platform Unit4 FP&A delivers the full FP&A, EPM and CPM toolkit in one place: - Integrated P&L planning and rolling forecasts - Financial consolidation and statutory reporting - Balance sheet and cash flow planning - Workforce and people planning - Lease accounting, including IFRS 16 - ESG reporting support - Multidimensional modeling for any business question Pre-configured industry models reflect how service-centric nonprofits, government bodies, professional services firms, and universities actually plan, fund, and report. That means faster time-to-value and far less custom build than generic enterprise FP&A tools. High value. Low total cost of ownership. Independent benchmarks back it up. Customers rate Unit4 implementation success 8.4 out of 10, against an industry average of 6.2 in numerous annual industry studies. Other analysts score Unit4 at 4.33 out of 5, with 83% of customers saying they would recommend us. Pricing comes in at roughly a half to around a third of other established known vendors, without sacrificing depth or scale. Trusted by mission-driven organizations Unit4 FP&A supports finance teams at NHS East of England Ambulance Service, Oxfam, Levi, Nuclear Restoration Services, and hundreds of other organizations whose missions depend on timely, accurate financial intelligence. Serving those who serve. For more information, visit: https://www.unit4.com/products/budget-and-forecasting-software **Average Rating:** 4.3/5.0 **Total Reviews:** 21 #### How Do G2 Users Rate Unit4 FP&A? - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.1/10 (Category avg: 8.6/10) #### Who Is the Company Behind Unit4 FP&A? - **Seller:** [Unit4](https://www.g2.com/sellers/unit4) - **Company Website:** www.unit4.com - **Year Founded:** 1980 - **HQ Location:** Utrecht, Netherlands - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e46abedfcb89cdf4169bb7133ce5a6ee0d7abb3695d8b9ab5a52b9a2726ce50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8120%2F&secure%5Burl_type%5D=linkedin_company_website) 3,429 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 45% Medium, 32% Large #### What Do G2 Reviewers Say About Unit4 FP&A? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive user interface** of Unit4 FP&A, making budget management and monitoring easier for everyone. - Users appreciate the **collaboration features** of Unit4 FP&A, enhancing engagement in budget monitoring and decision making. - Users appreciate the **intuitive user interface** of Unit4 FP&A, enhancing engagement and facilitating strategic financial decision making. - Users value the **flexibility to create custom models** with Unit4 FP&A, enhancing their personalization experience. - Users value the **flexibility of customization** in Unit4 FP&A, enabling them to tailor models to their needs. ##### Cons - Users note the need for further development due to the **complexity** of using Unit4 FP&A for public sector budgeting. - Users report **connection issues** with Unit4 FP&A, including failed imports and lack of live integration with ERP. - Users face **difficult customization** due to lack of native integration and occasional failures in cube updates and imports. - Users face **import issues** due to lack of native integration with Unit4 ERP and frequent cube update failures. - Users face **integration issues** with Unit4 FP&A, relying on imports and external links, leading to complications. #### What Are Recent G2 Reviews of Unit4 FP&A? **["Solid tool for messy spreadsheets, but setup is a beast"](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833)** **Rating:** 4.5/5.0 stars _— Nayomi D._ [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833) **["Integrates Budgeting and Forecasting Seamlessly"](https://www.g2.com/survey_responses/unit4-fp-a-review-13172021)** **Rating:** 5.0/5.0 stars _— Mohammad A._ [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-13172021) ### [Longview Tax](https://www.g2.com/products/insightsoftware-longview-tax/reviews) Looking for a smart, user-friendly solution to simplify your corporate tax management? Meet Longview Tax from insightsoftware! Our cloud-based platform offers an all-in-one tax management solution that's designed to help businesses like yours streamline their tax strategies, collect and process data, and create data-driven plans using real-time data. With Longview Tax, you can say goodbye to manual data entry and hours spent reconciling data from different systems. Our platform automatically collects tax and accounting data from multiple sources and validates it within the system, so you can trust that your data is accurate and up-to-date. Plus, with our pre-configured tax calculations and reporting features, you'll have the tools you need to plan and strategize effectively. Longview Tax also integrates seamlessly with Microsoft Excel and other insightsoftware solutions, like Longview Close, Longview Transfer Pricing, or CXO to create a complete tech stack that meets all your business needs. And with our reporting and analytics functionalities, you can gain insights into your tax-related metrics and identify trends or variances across reporting cycles. Try Longview Tax today and see how it can help your business thrive! **Average Rating:** 4.3/5.0 **Total Reviews:** 23 #### How Do G2 Users Rate Longview Tax? - **Reporting:** 9.4/10 (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:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 9.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Longview Tax? - **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:** 57% Large, 30% Small #### What Do G2 Reviewers Say About Longview Tax? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **robust data functionality** of Longview Tax for enhancing financial reporting and efficiency in tax provisioning. - Users value the **automation capabilities** of Longview Tax, streamlining complex calculations and enhancing overall efficiency. - Users value the **data analysis capabilities** of Longview Tax, transforming company data into insightful financial information. - Users value the **ease of use** of Longview Tax, streamlining tax provisioning with robust, efficient data functionality. - Users benefit from the **enhanced efficiency** of Longview Tax, streamlining processes and improving overall tax provisioning experience. ##### Cons - Users recognize that there may be a **learning difficulty** as staff takes time to adjust to Longview Tax software. - Users acknowledge that there may be a **slow adjustment process** for staff adapting to Longview Tax software. #### What Are Recent G2 Reviews of Longview Tax? **["An automated tax software for corporates"](https://www.g2.com/survey_responses/longview-tax-review-9200563)** **Rating:** 4.0/5.0 stars _— Sudhir S._ [Read full review](https://www.g2.com/survey_responses/longview-tax-review-9200563) **["Amazing functionalities"](https://www.g2.com/survey_responses/longview-tax-review-9202226)** **Rating:** 5.0/5.0 stars _— Jasmine S._ [Read full review](https://www.g2.com/survey_responses/longview-tax-review-9202226) #### What Are G2 Users Discussing About Longview Tax? - [Who owns Insightsoftware?](https://www.g2.com/discussions/longview-who-owns-insightsoftware) - 1 comment - [What is Khalix software?](https://www.g2.com/discussions/what-is-khalix-software) - 1 comment - [Is Longview an ERP system?](https://www.g2.com/discussions/is-longview-an-erp-system) - 1 comment - [What is Longview used for?](https://www.g2.com/discussions/what-is-longview-used-for) - 1 comment ### [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% Medium, 48% Large #### 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) ### [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:** 302 #### How Do G2 Users Rate Lucanet? - **Reporting:** 8.9/10 (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:** 8.4/10 (Category avg: 8.6/10) - **Extended Planning:** 8.4/10 (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:** 60% Small, 34% Medium #### What Are Recent G2 Reviews of Lucanet? **["A very high quality FP&A tool"](https://www.g2.com/survey_responses/lucanet-review-10841500)** **Rating:** 5.0/5.0 stars _— Ben L._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-10841500) **["Best in class financial tool"](https://www.g2.com/survey_responses/lucanet-review-9666197)** **Rating:** 5.0/5.0 stars _— Sebastian S._ [Read full review](https://www.g2.com/survey_responses/lucanet-review-9666197) #### What Are G2 Users Discussing About Lucanet? - [What is LucaNet used for?](https://www.g2.com/discussions/what-is-lucanet-used-for) - [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis/f/data-visualization?filters%5Bverified_features%5D%5B%5D=2349&order=g2_score#product-list) - [1](/categories/fp-a-financial-planning-analysis/f/data-visualization?filters%5Bverified_features%5D%5B%5D=2349&order=g2_score#product-list) - 2 - Next ›Next › Spotlight Categories [Revenue Operations & Intelligence (RO&I) Software](https://www.g2.com/categories/revenue-operations-intelligence-ro-i) [Online Reputation Management Software](https://www.g2.com/categories/online-reputation-management) [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [Chatbots Software](https://www.g2.com/categories/chatbots) [Sales Compensation Software](https://www.g2.com/categories/sales-compensation) 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) Benefits of FP&A Software with Data Visualization capabilities include: Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts. Below are the top-rated FP&A Software with Data Visualization capabilities, as verified by G2’s Research team. Real users have identified Data Visualization as an important function of FP&A Software. Compare different products that offer this feature so you can decide which is best for your business needs. Show More