Best FP&A Software with Scorecards 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
  • 15,500+ 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

Highlighted products: Workday Adaptive Planning, Anaplan, Datarails, Vena, IBM Planning Analytics, Workiva, Aleph, and OneStream - Unified EPM.

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=getaleph&focus%5B%5D=onestream-unified-epm)

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Smartsheet

Smartsheet revolutionizes how you manage projects, portfolios, and processes. The Smartsheet AI-powered platform delivers adaptability, sophisticated experiences, and enterprise-grade rigor to support work across industries — from service delivery to construction, clinical trials, and marketing campaigns. Designed to meet demanding requirements, it helps organizations drive efficiency, accelerate innovation, and stay competitive. Over 85% of Fortune 500 companies trust Smartsheet to align their resources to improve efficiency, agility, and collaboration in today’s ever-changing world of work.

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Jedox

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

Average Rating: 4.3/5.0

Total Reviews: 158

How Do G2 Users Rate Jedox?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.7/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    400 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users admire the ease of use of Jedox, noting its intuitive interface and smooth onboarding process.
  • Users value the seamless budgeting management in Jedox, integrating various operations and enhancing data relationships.
  • Users value Jedox for its flexibility, enabling fast implementation and smooth integration with existing systems.
  • Users value Jedox for its effective forecasting capabilities, enhancing planning and streamlining reporting processes significantly.
  • Users value the robust integrations of Jedox, seamlessly connecting data from multiple systems for enhanced planning.
Cons
  • Users find the complex modeling process challenging, especially with large datasets and a less intuitive interface.
  • Users struggle with the learning curve of Jedox, finding it challenging and time-consuming to master the platform.
  • Users find the complexity of model building in Jedox challenging, requiring extensive training and technical expertise.
  • Users find that learning Jedox can be difficult, requiring extensive training and technical expertise for effective use.
  • Users find slow loading times with Jedox, especially for complex reports and opening forms, affecting productivity.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Unit4 FP&A

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: 8.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Unit4 FP&A?

  • Seller: Unit4
  • Company Website:
  • Year Founded: 1980
  • HQ Location: Utrecht, Netherlands
  • LinkedIn® Page: www.linkedin.com
    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?

ClearPoint Strategy

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

Average Rating: 4.6/5.0

Total Reviews: 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
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Arlington, VA
  • Twitter: @clearpointstrat
    886 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About ClearPoint Strategy?

SAP Business Planning and Consolidation (BPC)

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

Average Rating: 4.3/5.0

Total Reviews: 84

How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?

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

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

  • Seller: SAP
  • Year Founded: 1972
  • HQ Location: Walldorf
  • Twitter: @SAP
    297,052 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    141,955 employees on LinkedIn®
  • Ownership: NYSE:SAP

Who Uses This Product?

  • Who Uses This: Senior Consultant
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 58% Large, 26% Medium

What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)?

What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)?

Longview Tax

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
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About Longview Tax?

Oracle Cloud EPM Narrative Reporting

Oracle Enterprise Performance Reporting Cloud is a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages.

Average Rating: 4.0/5.0

Total Reviews: 19

How Do G2 Users Rate Oracle Cloud EPM Narrative Reporting?

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

Who Is the Company Behind Oracle Cloud EPM Narrative Reporting?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    208,078 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Company Size: 48% Large, 29% Medium

What Do G2 Reviewers Say About Oracle Cloud EPM Narrative Reporting?

AI-generated summary from verified user reviews

Pros
  • Users benefit from the integration of HR and Finance data for effective budget creation and resource allocation.
  • Users note the time-saving capabilities of Oracle Cloud EPM Narrative Reporting, enhancing efficiency in critical processes.
Cons
  • Users find that Complexity Issues demand greater IT support, complicating their experience with Oracle Cloud EPM Narrative Reporting.

What Are Recent G2 Reviews of Oracle Cloud EPM Narrative Reporting?

What Are G2 Users Discussing About Oracle Cloud EPM Narrative Reporting?

Lucanet

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
  • Year Founded: 1999
  • HQ Location: Berlin, Germany
  • Twitter: @LucaNet
    721 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?

What Are G2 Users Discussing About Lucanet?

CALUMO

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
  • Year Founded: 1996
  • HQ Location: Australia - Sydney, Brisbane, Melbourne. USA - Dallas, Texas, AU
  • Twitter: @CALUMO
    159 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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?