Top Free FP&A Software

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

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

CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

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Workday Adaptive Planning

Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 389

How Do G2 Users Rate Workday Adaptive Planning?

  • Reporting: 8.1/10 (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: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Workday Adaptive Planning?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24,145 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 33% Large

What Do G2 Reviewers Say About Workday Adaptive Planning?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration.
  • Users value the efficiency of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale.
  • Users value the integration of financial and workforce planning in Workday Adaptive Planning, enhancing collaboration and decision-making.
  • Users value the flexible and user-friendly interface of Workday Adaptive Planning, enhancing scalability and collaboration across teams.
  • Users appreciate the structure, flexibility, and transparency provided by Workday Adaptive Planning for financial planning and forecasting.
Cons
  • Users find the complexity of configurations and integrations in Workday Adaptive Planning can hinder smooth operation, especially for newcomers.
  • Users find the setup and integration process complex, making data input and customization cumbersome and time-consuming.
  • Users find the integration and setup process difficult, leading to a steep learning curve and challenges with data management.
  • Users note the steep learning curve with Workday Adaptive Planning, impacting initial efficiency and confidence in usage.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Workday Adaptive Planning?

What Are G2 Users Discussing About Workday Adaptive Planning?

IBM Planning Analytics

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

Average Rating: 4.4/5.0

Total Reviews: 222

How Do G2 Users Rate IBM Planning Analytics?

  • Reporting: 8.9/10 (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: 8.5/10 (Category avg: 8.6/10)
  • Extended Planning: 9.1/10 (Category avg: 8.4/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    328,202 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 51% Large, 36% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users highlight the enhanced efficiency of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks.
  • Users value the planning efficiency of IBM Planning Analytics, enhancing data management and simplifying budgeting processes.
  • Users value the strong data visualization features that simplify complex data analysis for informed financial decisions.
  • Users appreciate the forecasting accuracy of IBM Planning Analytics, empowering them to make data-driven decisions efficiently.
  • Users appreciate the user-friendly interface of IBM Planning Analytics, enabling efficient modeling and real-time data analysis.
Cons
  • Users find the learning curve challenging, especially with the complex interface and initial setup of IBM Planning Analytics.
  • Users face a challenging learning difficulty with IBM Planning Analytics, particularly during initial setup and onboarding.
  • Users face a steep learning curve with IBM Planning Analytics, often finding it complex and unintuitive for new users.
  • Users find the complexity of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers.
  • Users find the difficult learning curve challenging, especially for new users navigating complex features and workflows.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

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.

Average Rating: 4.9/5.0

Total Reviews: 108

How Do G2 Users Rate Aleph?

  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Aleph?

  • Seller: Aleph
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @getaleph
    698 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    96 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Finance Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 82% Medium, 9% Small

What Do G2 Reviewers Say About Aleph?

AI-generated summary from verified user reviews

Pros
  • Users find Aleph intuitive and user-friendly, effortlessly integrating with existing tools and streamlining data consolidation.
  • Users find Aleph's ease of implementation impressive, integrating seamlessly with existing systems and requiring minimal setup time.
  • Users commend the excellent customer support from Aleph, consistently providing prompt and effective assistance.
  • Users find Aleph's implementation ease exceptional, allowing quick integration without intensive resource commitment.
  • Users love the Excel integration of Aleph, enabling quick implementation and seamless data handling without heavy rework.
Cons
  • Users note the missing features in Aleph, particularly regarding customization and planning capabilities for scaling needs.
  • Users experience slow performance with complex dashboards and lengthy data refresh times, impacting their workflow efficiency.
  • Users face glitches and bugs with Aleph, causing disruptions and a need for frequent logins to restore functionality.
  • Users face Excel integration issues with Aleph, noting slower performance and struggles with Google Sheets compatibility.
  • Users experience frustrating refresh issues in Aleph, with delays impacting data extraction and overall functionality.

What Are Recent G2 Reviews of Aleph?

Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.7/5.0

Total Reviews: 116

How Do G2 Users Rate Fathom?

  • Reporting: 8.5/10 (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: 8.8/10 (Category avg: 8.6/10)
  • Extended Planning: 7.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Fathom?

  • Seller: Fathom Applications
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Brisbane, QLD
  • Twitter: @fathomhq
    7,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 58% Small, 33% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and flexible features of Fathom, enhancing reporting clarity and operational insight.
  • Users find Fathom to be intuitive and powerful, enabling effortless financial planning and streamlined reporting processes.
  • Users value the versatile reporting capabilities of Fathom, enhancing clarity and efficiency in their financial insights.
  • Users value the prompt and helpful customer support of Fathom, enhancing their overall experience with the product.
  • Users praise Fathom for its reporting efficiency, enabling accurate decisions through visually appealing and flexible reports.
Cons
  • Users find missing features in Fathom, particularly struggles with budget uploads and lack of custom KPI integration.
  • Users struggle with upload issues, finding the Excel format cumbersome and automation lacking for budget management.
  • Users find customization difficult in Fathom, wishing for more flexibility in reporting and data presentation options.
  • Users find import issues frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone.
  • Users feel that Fathom needs improvements in structure clarity and graphical representation for better reporting and user experience.

What Are Recent G2 Reviews of Fathom?

Drivetrain

Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.8/5.0

Total Reviews: 118

How Do G2 Users Rate Drivetrain?

  • Reporting: 9.5/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 9.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • Twitter: @DrivetrainAI
    55 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    97 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 84% Medium, 14% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain to be incredibly intuitive and easy to use, streamlining data management and reporting effortlessly.
  • Users value the reporting efficiency of Drivetrain, enabling quick report creation and centralized data insights.
  • Users praise Drivetrain for its rapid report creation, streamlining processes and enhancing accessibility to data insights.
  • Users commend the exceptional customer support from Drivetrain, facilitating a smooth transition and addressing challenges promptly.
  • Users value the easy integrations of Drivetrain, enabling seamless connections and quick report generation across platforms.
Cons
  • Users face a significant learning curve with Drivetrain, as adapting from spreadsheets can be complex and time-consuming.
  • Users note the missing features like AI analytics and self-service data transforms hinder functionality and ease of use.
  • Users note a significant learning difficulty with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master.
  • Users face a steep learning curve with Drivetrain's unique model-building logic, demanding time and effort to master.
  • Users report a difficult learning curve with Drivetrain, especially for those accustomed to Excel's functionality.

What Are Recent G2 Reviews of Drivetrain?

Prophix Software

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 218

How Do G2 Users Rate Prophix Software?

  • Reporting: 8.5/10 (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: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • Twitter: @prophix
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    577 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 56% Medium, 37% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix to be very easy to use, enhancing collaboration and simplifying financial reporting across departments.
  • Users value the flexibility and efficiency of reporting in Prophix, enhancing their financial management and workflows.
  • Users appreciate the automation and centralization of financial data in Prophix, enhancing accessibility and reporting efficiency.
  • Users value the reporting efficiency of Prophix Software, enhancing self-service reporting and streamlining finance processes.
  • Users appreciate the time-saving capabilities of Prophix Software, simplifying processes and enhancing efficiency across departments.
Cons
  • Users experience slow performance with Prophix, particularly when loading reports or navigating complex integrations.
  • Users find the steep learning curve of Prophix Software challenging, particularly in data integration and formula management.
  • Users often face a steep learning curve with Prophix Software, requiring significant time and training to master its features.
  • Users experience a steep learning curve with Prophix, requiring significant time and training to master its features.
  • Users find the limited functionality of Prophix Software restrictive, impacting their reporting efficiency and customization options.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 195

How Do G2 Users Rate Coefficient?

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

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • Twitter: @coefficient_io
    346 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    71 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 34% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use with Coefficient, enjoying seamless data extraction and hassle-free connectivity.
  • Users love the automation capabilities of Coefficient, which simplify data integration and save significant time.
  • Users appreciate the seamless integrations of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets.
  • Users love the easy integrations of Coefficient, drastically improving workflow and enabling hassle-free data syncing.
  • Users enjoy the time-saving automation of Coefficient, regaining hours each week with effortless data management.
Cons
  • Users find the feature limitations of Coefficient frustrating, especially with filtering and data formatting issues.
  • Users face limited features with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets.
  • Users are dissatisfied with the missing features in Coefficient, such as limited filter options and inadequate chart integration.
  • Users face filter limitations in Coefficient, impacting their ability to manage data efficiently across imports.
  • Users face integration issues with Coefficient, particularly lacking essential features and facing frustrating import formats.

What Are Recent G2 Reviews of Coefficient?

Acterys

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

Average Rating: 4.8/5.0

Total Reviews: 59

How Do G2 Users Rate Acterys?

  • Reporting: 9.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.6/10 (Category avg: 8.6/10)
  • Extended Planning: 9.6/10 (Category avg: 8.4/10)

Who Is the Company Behind Acterys?

  • Seller: Vena Solutions
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    706 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About Acterys?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Acterys for seamlessly integrating and customizing planning processes in Power BI.
  • Users value the seamless connectivity of Acterys, enabling effortless integration with multiple data sources and tools.
  • Users value the easy integrations in Acterys, facilitating seamless connections with data sources and enhancing productivity.
  • Users appreciate the intuitive integration with Power BI and reliable write-back features that save time in planning.
  • Users appreciate the seamless data integrations in Acterys, facilitating smooth workflows and efficient planning processes.

What Are Recent G2 Reviews of Acterys?

What Are G2 Users Discussing About Acterys?

SAS Viya

SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control.

Average Rating: 4.3/5.0

Total Reviews: 774

How Do G2 Users Rate SAS Viya?

  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.2/10 (Category avg: 8.6/10)
  • Extended Planning: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind SAS Viya?

  • Seller: SAS Institute Inc.
  • Company Website:
  • Year Founded: 1976
  • HQ Location: Cary, NC
  • Twitter: @SASsoftware
    60,863 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18,638 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Student, Biostatistician
  • Top Industries: Pharmaceuticals, Banking
  • Company Size: 33% Small, 33% Large

What Do G2 Reviewers Say About SAS Viya?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of SAS Viya, which simplifies data visualization and enhances decision-making efficiency.
  • Users value the sophisticated analytical capabilities of SAS Viya, enabling easy deployment and real-time decision-making.
  • Users appreciate the advanced analytical methods offered by SAS Viya, enhancing decision-making and logistical data analysis capabilities.
  • Users value the end-to-end data lifecycle tooling of SAS Viya, enhancing business insight and strategic decision-making.
  • Users love the intuitive interface of SAS Viya, making data analysis and model deployment effortless for all skill levels.
Cons
  • Users find SAS Viya to have a learning difficulty, making it challenging for non-technical individuals to navigate effectively.
  • Users find the learning curve steep, making it challenging for non-technical users to navigate SAS Viya effectively.
  • Users find the visualization complexity in SAS Viya challenging, particularly for non-technical users and beginners.
  • Users struggle with the difficult learning curve of SAS Viya, particularly for new and non-technical users.
  • Users find the expensive pricing of SAS Viya to be a significant barrier to entry for potential adoption.

What Are Recent G2 Reviews of SAS Viya?

What Are G2 Users Discussing About SAS Viya?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 85

How Do G2 Users Rate Joiin?

  • Reporting: 8.0/10 (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: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • Twitter: @joiinreporting
    199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    15 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 62% Small, 35% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin to be highly easy to use, facilitating quick financial reporting and intuitive setup processes.
  • Users praise the efficient consolidated reporting of Joiin, appreciating its speed and simplicity across multiple entities and currencies.
  • Users value the reporting efficiency of Joiin, enabling quick and reliable consolidated reports across multiple entities.
  • Users value the responsive customer support of Joiin, ensuring continuous improvement and effective assistance with their needs.
  • Users value the effortless report creation in Joiin, streamlining their consolidation process and saving time.
Cons
  • Users find reporting functionality inefficient, often needing additional adjustments after exports for proper presentation.
  • Users face reporting issues with Joiin, often needing to export data for better formatting and presentation.
  • Users find that the limited reporting capabilities of Joiin require additional steps to finalize management accounts effectively.
  • Users note the missing features in Joiin, such as lack of report titles and sorting options, limiting usability.
  • Users note formatting issues with reports and exports, necessitating additional cleanup before sharing and using effectively.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Clockwork.ai

The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 46

How Do G2 Users Rate Clockwork.ai?

  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.3/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • Twitter: @Clockwork_AI
    118 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users rave about the exceptional customer support from Clockwork.ai, making implementation and ongoing use seamless and effective.
  • Users praise the ease of implementation with Clockwork.ai, highlighting its user-friendly design and exceptional support.
  • Users love the intuitive integration and customization capabilities of Clockwork.ai, making financial modeling effortless and efficient.
  • Users find Clockwork.ai's customizability exceptional, allowing tailored solutions without extensive effort or wasted time.
  • Users love the easy customization capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently.
Cons
  • Users note some performance issues with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable.
  • Users find that Clockwork.ai can be slow to load at times, impacting the overall user experience.
  • Users experience slow performance with Clockwork.ai, leading to delays in loading times during use.
  • Users note that the update issues cause slight delays, but consider them manageable given the data being processed.

What Are Recent G2 Reviews of Clockwork.ai?

Apliqo

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer.

Average Rating: 4.9/5.0

Total Reviews: 43

How Do G2 Users Rate Apliqo?

  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.4/10)

Who Is the Company Behind Apliqo?

  • Seller: Apliqo
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Zurich, CH
  • Twitter: @apliqo
    47 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 62% Medium, 31% Small

What Do G2 Reviewers Say About Apliqo?

AI-generated summary from verified user reviews

Pros
  • Users commend the user-friendly dashboards of Apliqo, enhancing data visualization and decision-making efficiency.
  • Users value the ease of development in Apliqo, appreciating its built-in features and seamless TM1 integration.
  • Users value the customizability of Apliqo, enabling tailored dashboards that enhance data visualization and interactivity.
  • Users value the highly customizable dashboards of Apliqo, enhancing their ability to visualize and interact with data effectively.
  • Users benefit from highly customizable dashboards in Apliqo, enhancing data visualization and interaction for better decision-making.
Cons
  • Users may face learning difficulties due to the technical knowledge required for effective use of Apliqo.
  • Users note a steep learning curve for non-technical developers, especially regarding TM1, MDX, CSS, and JSON.
  • Users note that expertise is required in TM1 and MDX, making it challenging for non-technical developers.
  • Users face customization difficulties with Apliqo, requiring extensive knowledge of TM1, MDX, CSS, and JSON.
  • Users find customization difficult in Apliqo, requiring technical knowledge that may challenge less experienced developers.

What Are Recent G2 Reviews of Apliqo?

Inspire

What is Inspire Software? Inspire Software is a unified strategy execution and performance management platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, continuous performance management, and employee engagement in a single system, Inspire gives leaders real-time visibility into execution and helps every employee understand how their daily work drives company success. Who uses Inspire Software? Inspire is built for mid-market and enterprise organizations — typically 200 to 10,000 employees — that need to align strategy, people, and performance at scale. Common buyers include Chief Strategy Officers, Chief People Officers, CHROs, Heads of HR, VPs of Operations, and CEOs who need strategy to move faster from planning to measurable impact. What does Inspire Software do? - Inspire replaces the disconnected stack of OKR tools, performance review software, engagement survey tools, and strategy spreadsheets that most organizations cobble together. Instead, Inspire unifies the entire strategy-to-execution workflow in one platform: - Unified OKR and goal management with AI-assisted goal creation, alignment, and cascading across teams - Strategic planning that connects long-term vision to quarterly initiatives and individual goals - Continuous performance management with 1:1s, check-ins, feedback, and performance reviews tied directly to strategy - Employee engagement, recognition, and feedback embedded into daily workflows Real-time dashboards that surface risks early and show progress against strategic initiatives - AI coaching and insights that help managers lead better and employees grow faster - Cross-functional visibility that breaks down silos and accelerates execution How is Inspire different from Lattice, 15Five, Betterworks, Workboard, or Quantive? Most performance management tools focus on HR processes. Most OKR tools focus on goal-setting. Inspire is the only platform purpose-built to unify strategy execution AND performance management — connecting the boardroom strategy to the individual contributor's daily work. That's why Inspire customers see faster execution of strategic initiatives, higher engagement, reduced attrition, and stronger revenue growth. What outcomes do organizations see with Inspire? Faster execution of strategic initiatives Higher engagement and motivation across teams Reduced attrition and stronger accountability Improved revenue growth and operational agility Greater alignment between executive vision and frontline execution Inspire enables organizations to align people, performance, and purpose — turning strategy into results with transparency, momentum, and confidence.

Average Rating: 4.7/5.0

Total Reviews: 112

How Do G2 Users Rate Inspire?

  • Reporting: 9.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.3/10 (Category avg: 8.6/10)
  • Extended Planning: 9.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Inspire?

  • Seller: Inspire Software
  • Company Website:
  • Year Founded: 2017
  • HQ Location: San Diego, CA
  • Twitter: @InspireSoftware
    6,709 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 56% Medium, 34% Small

What Do G2 Reviewers Say About Inspire?

AI-generated summary from verified user reviews

Pros
  • Users find Inspire to be easy to use and learner-friendly, enhancing their goal-setting and planning experience.
  • Users value the transparency and accountability Inspire fosters, enhancing team alignment and overall performance.
  • Users value Inspire for its excellent communication and support, enhancing accountability and ensuring successful goal alignment.
  • Users commend Inspire for their responsive and dedicated customer support, ensuring tailored solutions and seamless software administration.
  • Users value the customization options of Inspire, enhancing goal alignment and overall strategic performance across teams.

What Are Recent G2 Reviews of Inspire?

What Are G2 Users Discussing About Inspire?

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?

Spotlight Reporting

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Reporting: 8.8/10 (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: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Spotlight Reporting?

  • Seller: Spotlight Reporting
  • Year Founded: 2010
  • HQ Location: Wellington, New Zealand
  • Twitter: @spotlightrep
    7,727 Twitter followers
  • LinkedIn® Page: linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Small, 21% Medium

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?