# Top Free FP&A Software - Page 4

## How Many FP&A Software Products Does G2 Track?

**Total Products under this Category:** 277

### 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
- 277+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for FP&A Software
 ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682)

Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, 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=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph)

**Sponsored**

### Navan (Formerly TripActions)

Navan is the global AI-powered business travel and expense platform that makes travel easy for frequent travelers. From finding flights and hotels, to automating expense reconciliation, with 24/7 support along the way, Navan delivers an intuitive experience travelers love and finance teams rely on. See how Navan customers benefit and learn more at navan.com.

[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=2026-08-03T02%3A34%3A09Z&secure%5Bdisplayable_resource_id%5D=378&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=39331&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=39331&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%2Ffree%3Fpage%3D4&secure%5Btoken%5D=8815bcaa9458d51e1075ae9fcfb1e66071156c36904eaf9640645f49cb5e0611&secure%5Burl%5D=https%3A%2F%2Fnavan.com%2Fget-started%2Fdemo%3Futm_medium%3DPaidReviews%26utm_source%3Dg2%26utm_campaign%3DReviewsite_G2_AMER_All_US_EN_TravExp_Pro_NA_All_All_All_Keyword_Review_Demo_Demo_Gated_FY26Q2_H&secure%5Burl_type%5D=custom_url)

### [CostPerform](https://www.g2.com/products/costperform/reviews)

CostPerform is a cost and profitability management platform that helps finance leaders understand the true drivers of cost, profitability, and performance across their business. With CostPerform’s flexible driver-based cost models, organizations can trace costs across products, customers, services, business units, and processes with full transparency and auditability. The software is used across industries including financial services, telecom, healthcare, government, manufacturing, and IT financial management. CostPerform helps organizations: • Improve cost transparency and cost allocation accuracy • Analyze product, customer, channel, and service profitability • Understand and manage cost-to-serve • Support Activity-Based Costing (ABC) and Time-Driven ABC (TDABC) initiatives • Enable IT financial management, showback, chargeback, and unit-cost analysis • Strengthen regulatory reporting, auditability, and cost traceability • Support driver-based planning, forecasting, and scenario modelling • Create a trusted, enterprise-wide source of cost and profitability information The platform integrates natively with your ERP system, including SAP and Oracle. CostPerform connects financial results to the operational activities that generate them, giving organizations a clearer view of cost structures, profitability drivers, and the information needed for pricing, investment, reporting, and regulatory decisions.

#### Who Is the Company Behind CostPerform?

- **Seller:** [CostPerform](https://www.g2.com/sellers/costperform)
- **Year Founded:** 2001
- **HQ Location:** Utrecht, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4270b60c68ed39ecad8656466125cbdad9df73f3fd8a979ab5d53e6ba71f137e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcostperformbv&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

### [Finance IQ](https://www.g2.com/products/finance-iq/reviews)

Turn your NetSuite data into real-time dashboards, automated reports, and AI-powered financial insights with Finance IQ. Improve forecasting, cash flow visibility, and executive decision-making.

#### Who Is the Company Behind Finance IQ?

- **Seller:** [Finance IQ](https://www.g2.com/sellers/finance-iq)
- **Year Founded:** 2024
- **HQ Location:** N/A
- **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=65a59482455081ae16ddbdb09039f05ac335e8c4d2203dbd2e02f566d4a278c0&secure%5Burl%5D=http%3A%2F%2Flinkedin.com%2Fcompany%2Ftryfinanceiq%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Finstack](https://www.g2.com/products/finstack-finstack/reviews)

Finstack is a Dutch SaaS platform for financial consolidation, reporting and forecasting, built for CFOs and controllers of scale-ups and SMEs with multiple entities. Finstack connects directly to accounting packages such as QuickBooks, Xero, Exact Online, AFAS, Twinfield, and Microsoft Dynamics 365 Business Central and automates the full consolidation process: intercompany eliminations, multi-currency conversion, non-controlling interests and sub-consolidations. P&L, balance sheet and cash flow statements are available in real time, alongside configurable dashboards and KPI tracking. A two-way sync with Excel and Google Sheets keeps existing spreadsheet models usable, and a template library accelerates forecasting and scenario planning. The accounting connection is live in 5 minutes and the tool is usually fully set up within a day, self-service; guided onboarding is available for teams that prefer a hands-off start or have complex group structures. More than 200 companies and 2,000 finance professionals use Finstack, saving an average of 12 hours per month on month-end close and group reporting. Finstack was founded by a former CFO and is built in Amsterdam, the Netherlands.

#### Who Is the Company Behind Finstack?

- **Seller:** [Finstack](https://www.g2.com/sellers/finstack-2026-07-24)
- **Year Founded:** 2021
- **HQ Location:** Amsterdam, NL
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7879270b93a850081ad14605ea109c3dbd9ad361f5545824d4f7fa888d9fef07&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffinstack-io&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [Fintower](https://www.g2.com/products/fintower/reviews)

What is Fintower? Fintower is a type of AI-powered FP&A (Financial Planning & Analysis) software that helps finance teams, founders, and operational leaders model financial scenarios, build forecasts, and track performance in real time. It combines intelligent planning tools with spreadsheet flexibility, enabling organizations to move beyond manual Excel workflows. The platform supports a wide range of financial use cases including revenue forecasting, cost planning, scenario modeling, and board reporting. Built with early-stage and mid-market companies in mind, Fintower helps teams align strategic goals with operational execution through structured modeling and driver-based assumptions. ⸻ Key Features and Benefits • Driver-Based Modeling Engine: Connects key business inputs—like headcount, pricing, churn, CAC, and sales quotas—to financial outcomes across income statements and forecasts. • Scenario Planning: Build alternative financial futures to understand runway impact, hiring plans, and risk exposure under changing conditions. • AI Assistant for FP&A Tasks: Ask financial questions, generate charts, analyze trends, and prepare board reports directly in natural language. • Live Financial Dashboards: Visualize cash flow, ARR, burn rate, and more with automatically updated, board-ready dashboards. • Collaborative Planning Workspaces: Share and co-edit models with stakeholders across finance, product, and executive teams. • SaaS Metrics Tracking: Monitor key metrics like LTV, CAC, EBITDA, R40, and more—built in from day one. ⸻ Who It’s For Fintower is designed for: • CFOs and finance teams seeking automation and accuracy in planning • Startup founders managing finances without a full-time finance team • Strategy and operations leads building headcount or go-to-market models • Investors and board members needing clear, scenario-based forecasts ⸻ Technology and Integration Fintower supports integrations with accounting tools and data platforms (e.g., Fortnox, Excel, Google Sheets) and provides support for multiple entities, currencies, and consolidated reporting. It’s designed to handle GDPR compliance and finance-grade data security out of the box.

#### Who Is the Company Behind Fintower?

- **Seller:** [Fintower](https://www.g2.com/sellers/fintower)
- **Year Founded:** 2024
- **HQ Location:** Gothenburg, SE
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6b7dabba02b04a83a8ac6791c30553745ba315b2ce5eaa5ea4bf4e0f6f8bd849&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffintower%2F&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [FlowCog Financial Models](https://www.g2.com/products/flowcog-financial-models/reviews)

Gain insight into your cash trajectory. SaaS projections battle-tested with investors and boards. FlowCog helps you: - Avoid surprises: ensure you don’t run out of money. - Get a full pro-forma model up and running quickly with the help of a CPA and SaaS finance expert. - No need to build logic from scratch. FlowCog automatically generates your model from onboarding form responses. - Analysis and simulations to model growth show how key business metrics drive your forecast and support your business strategy. Features: - FlowCog automatically sets intelligent default inputs for your model, calibrated to your company’s size and maturity using SaaS industry benchmarks. - Get a full set of financial statements projected over 5 years: a P&L, Cash Flow, and Balance Sheet. - All metrics are automatically calculated and visualized: - Retention rate & churn rate - Lifetime value of a customer - Customer acquisition cost - LTV : CAC ratio - Cash runway - Burn multiple - Company valuation - Monthly recurring revenue (MRR) run rate - Gross margin, EBITDA, and net income - SaaS Magic Number - Leads & opportunities in each funnel stage - Revenue per employee - Sales rep workload

#### Who Is the Company Behind FlowCog Financial Models?

- **Seller:** [FlowCog](https://www.g2.com/sellers/flowcog)
- **HQ Location:** Austin, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=161a95bc6a8d8a22310040f71a5fe93a21961471570f5bbd92e61a73ab48c4a1&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F71630828&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Francis](https://www.g2.com/products/francis/reviews)

Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app

#### Who Is the Company Behind Francis?

- **Seller:** [Francis](https://www.g2.com/sellers/francis)
- **HQ Location:** New York City, New York
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=79be0d5fba622ed469c0a9923a6e7f856f1324960fd12c4de5e7fdf39537256a&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffrancis-app&secure%5Burl_type%5D=linkedin_company_website)  
7 employees on LinkedIn®

### [GoProfit Analytics](https://www.g2.com/products/goprofit-analytics/reviews)

GoProfit brings all your data: Shopify sales, COGS, fees, shipping, taxes, and ad spend into one real-time dashboard to track true net profit, margins, and full P&L reports. Explore advanced analytics across marketing, products, and cohorts insights. Monitor key eCom KPIs like AOV, LTV, conversion, cart abandonment, refunds, returns, and repeat purchases with Smart Alerts. Data export, scheduled reports, and great support come as an all-in-one package. Take control of your analytics and scale with us.

#### Who Is the Company Behind GoProfit Analytics?

- **Seller:** [Godisoft](https://www.g2.com/sellers/godisoft)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ac3044edc3e5b9184aae7ebf3932df1684b6d4bf3cf6419b4379bf96cf3fabfd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgodisoft%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

### [Helu](https://www.g2.com/products/helu/reviews)

Modern financial management without the busy work. Streamline your data and focus on your company’s growth - this is Helu! Devoting countless hours every month compiling data just to report basic findings have been the status quo for every financial team. Helu breaks this cycle by integrating multiple data streams, automating and customized reports, and aligning teams - all within a few simple clicks. Modern Analysis without meaningless Tasks Streamline your workflow and focus on your growth. Utilize customizable dashboards and widgets to deliver insights about performance. Maintain a unified reporting process across departments - always up-to-date and down to a single booking level. Plan together, Scale together Understand how your business changes — compare budget vs. actuals and create customized scenarios to establish a solid basis for your business decisions. Build a stronger future for your company together Embrace collaborative reporting and establish a consensus around your financial data. Share date in real time, give user access rights and keep everybody up to date with push notifications. Connect your Most Important Data Sources Integrate existing software systems for more streamlined and painless data processing - such as DATEVconnect! This allows you to customize any report within minutes and to share everything immediately with the right stakeholders and team members.

#### Who Is the Company Behind Helu?

- **Seller:** [Helu.io](https://www.g2.com/sellers/helu-io)
- **Year Founded:** 2020
- **HQ Location:** Vienna, AT
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c2242f425823f37088ad788e52ffe4bd03a103fb864f44ca7a46c41987564015&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fhelu-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
28 employees on LinkedIn®

### [Kudwa](https://www.g2.com/products/kudwa/reviews)

Kudwa is an AI Finance Manager that connects your financial and non financial data, automates reporting and analysis, and gives leaders instant clarity on performance. It sits on top of your existing systems and turns scattered data into one reliable view, so finance teams spend less time assembling spreadsheets and more time understanding the numbers. What Kudwa does: • Multi-entity consolidation: consolidate all entities and currencies into one consistent financial view, with fewer manual reconciliations and faster reporting cycles. • Automated reporting: generate and refresh management and board ready reports automatically, without hours spent updating spreadsheets and formatting packs. • AI-powered insights: understand key patterns across your data, including what changed, why it changed, and what needs attention. • AI chatbot: ask questions directly to your financial data and get instant answers on performance, trends, cashflow, customers, and entities. • Analysis and forecasting: run variance, trend, and cashflow analysis and forecasting faster, without digging through multiple systems. • Cashflow management: track cash positions, projections, runway, liquidity needs, and upcoming gaps across entities, accounts, and scenarios. • Data in one place: connect accounting, payroll, sales, and other business data into one consistent source of truth for the finance team. Kudwa is built for finance leaders, business leaders, accounting firms, and fractional CFOs, and is especially useful for growing companies with multiple entities, currencies, or fragmented systems and recurring board reporting pressure. It is SOC 2 Type II compliant, with encryption, strict access controls, and continuous monitoring, and your data is never shared, sold, or used to train AI models.

#### Who Is the Company Behind Kudwa?

- **Seller:** [Kudwa](https://www.g2.com/sellers/kudwa)
- **HQ Location:** San Francisco, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9db2c089429a91088be81c1aa4f70b9910171654a98f58142f408dcf23348050&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fkudwaai&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Lucidity](https://www.g2.com/products/lucidity-lucidity/reviews)

Lucidity helps leaders and their teams to build, execute, track and communicate their strategic plans. Lucidity helps leadership teams bring their strategy to life, transforming strategy from static documents, buried away in files and folders, to dynamic plans that are always accessible and up-to-date or leaders and their teams. Always visible, always up-to-date and always moving forward. Everyone in the organization can easily understand the plan, see the detail, know how they fit in and manage their contribution. Using Lucidity is the best way to ensure your strategy truly drives the activities across your business. With Lucidity you can easily track progress, measure and monitor performance and effortlessly report to stakeholders in the most engaging way.

**Average Rating:** 4.8/5.0

**Total Reviews:** 2

#### Who Is the Company Behind Lucidity?

- **Seller:** [Lucidity](https://www.g2.com/sellers/lucidity)
- **Year Founded:** 2019
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3297c2987da107ee9513a7fe6480f8298db39ede24270bb3b9e05c39b7b6ae69&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Flucidityhq&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Medium, 50% Small

#### What Do G2 Reviewers Say About Lucidity?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive dashboard** of Lucidity for effortlessly tracking business progress and performance.
- Users appreciate the **comprehensive yet simple design** of Lucidity, facilitating effective strategy development and monitoring.
- Users appreciate the **ease of use** of Lucidity, finding its dashboard helpful for tracking progress and performance.
- Users appreciate the **comprehensive and user-friendly dashboard** of Lucidity for monitoring business strategies effectively.
- Users value the **effective goal tracking** features of Lucidity, enhancing their ability to monitor and adapt strategies.

#### What Are Recent G2 Reviews of Lucidity?

**["Fantastic Strategic Tool"](https://www.g2.com/survey_responses/lucidity-review-7799156)**

**Rating:** 5.0/5.0 stars

_— F H._

[Read full review](https://www.g2.com/survey_responses/lucidity-review-7799156)

**["Help turn strategy into delivery"](https://www.g2.com/survey_responses/lucidity-review-7366318)**

**Rating:** 4.5/5.0 stars

_— Simon C._

[Read full review](https://www.g2.com/survey_responses/lucidity-review-7366318)

### [PivotXL](https://www.g2.com/products/pivotxl/reviews)

PivotXL is an innovative provider of complete Corporate Performance Management (CPM) solutions. PivotXL combines a centralized database, sophisticated workflow, powerful reporting and best of all full built on-top of Excel to create a cloud-based financial planning and analysis (FP&A) solution. Unlike traditional software that replaces Excel with rigid with non-user friendly applications, PivotXL allows you to stay in excel and helps finance professionals to get trusted numbers.

**Average Rating:** 4.3/5.0

**Total Reviews:** 2

#### Who Is the Company Behind PivotXL?

- **Seller:** [PivotXL](https://www.g2.com/sellers/pivotxl)
- **Year Founded:** 2017
- **HQ Location:** Danville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=bfa3fb103d8813ef5febfdf54f653acb0674c0c996ccd01a88cfc9270764758c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpivotxl%2F&secure%5Burl_type%5D=linkedin_company_website)  
3 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 50% Large, 50% Medium

#### What Are Recent G2 Reviews of PivotXL?

**["Innovative Budgeting solutions software"](https://www.g2.com/survey_responses/pivotxl-review-8325427)**

**Rating:** 4.5/5.0 stars

_— Gagan R._

[Read full review](https://www.g2.com/survey_responses/pivotxl-review-8325427)

**["Advance my excel"](https://www.g2.com/survey_responses/pivotxl-review-8488761)**

**Rating:** 4.0/5.0 stars

_— Ilkin R._

[Read full review](https://www.g2.com/survey_responses/pivotxl-review-8488761)

### [PlanDelta](https://www.g2.com/products/plandelta/reviews)

PlanDelta: Effortless FP&A for the Spreadsheet-Savvy PlanDelta empowers finance teams with a cloud-based FP&A platform that seamlessly integrates with existing tools like Google Sheets and Excel. It simplifies consolidation, automates tasks, and fosters collaboration, freeing you to focus on strategic planning and analysis. Gain real-time insights, explore "what-if" scenarios, and make data-driven decisions with confidence. PlanDelta is FP&A reimagined, built for the familiar, future-proofed for growth.

#### Who Is the Company Behind PlanDelta?

- **Seller:** [PlanDelta](https://www.g2.com/sellers/plandelta)
- **Year Founded:** 2021
- **HQ Location:** Sofia, BG
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=81a5a79bc8e7427b5439a17d556e62671c231252a91728f7583e230838f3ca45&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplandelta&secure%5Burl_type%5D=linkedin_company_website)  
14 employees on LinkedIn®

### [SalesUp Data Management for Creatio](https://www.g2.com/products/salesup-data-management-for-creatio/reviews)

Sales'Up Data Management for Creatio is a multifunctional tool for planning, budgeting, and performance management at all levels of a company. It enables users to work with financial and quantitative targets, compare planned and actual results, build complex models using advanced formulas and logic, and perform real-time calculations on large volumes of data. The solution supports custom reporting periods, flexible formatting, role-based filtering, and user profile customization. This product is especially valuable for teams that require a transparent strategic planning process, precise budget control, and real-time data analysis. A convenient drag-and-drop data structure editor, Excel export, detailed change logging, and access via widgets make it easy to tailor the solution to each user's needs, transforming it into a powerful decision-making platform based on relevant data built on the Creatio foundation.

#### Who Is the Company Behind SalesUp Data Management for Creatio?

- **Seller:** [Sales'Up](https://www.g2.com/sellers/sales-up)
- **Year Founded:** 2017
- **HQ Location:** Pecherskyi district, UA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ba9c9003301146d27adef641a6a5454b0742836995987bc14198371b96ac1acb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsaless-up%2F&secure%5Burl_type%5D=linkedin_company_website)  
61 employees on LinkedIn®

### [Serviceware Performance](https://www.g2.com/products/serviceware-performance/reviews)

Serviceware Performance is a Corporate Performance Management solution that helps businesses analyse budgeting, forecasting, KPI monitoring, reporting and more.

#### Who Is the Company Behind Serviceware Performance?

- **Seller:** [SERVICEWARE SE](https://www.g2.com/sellers/serviceware-se-62d35c35-1c26-4008-8d62-9cda4893f0d8)
- **Year Founded:** 1998
- **HQ Location:** Idstein, Hesse
- **Twitter:** @serviceware  
193 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a6ea0f9cdcea903ac1c0a3d10476bafeed9b2334c28a75e4018aed1f81f3be09&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fserviceware%2F&secure%5Burl_type%5D=linkedin_company_website)  
360 employees on LinkedIn®

### [Una AI](https://www.g2.com/products/una-ai/reviews)

Una is an AI-Native Financial Budgeting, Planning, Forecasting, and Modelling software designed to help users drive execution in financial planning and analysis (FP&A). Unlike traditional FP&A tools that often rely on static data and rigid frameworks, Una offers a dynamic solution that adapts to the ever-changing needs of businesses. This innovative software empowers finance teams to move beyond mere analysis and instead focus on actionable insights that can influence outcomes and align strategies with real-time business conditions. Targeted primarily at finance professionals and organizations looking to enhance their planning processes, Una is particularly beneficial for companies that require agility in their financial operations. The software is designed for users who need to respond quickly to market changes, ensuring that their financial strategies remain relevant and effective. By integrating native AI capabilities, Una streamlines the planning process, allowing finance teams to create and adjust forecasts with ease, thus enabling more informed decision-making. Key features of Una include its AI-powered analytics, which provide real-time insights into financial performance, and its execution-focused planning capabilities. These features allow users not only to forecast potential outcomes but also to actively drive them through informed strategic adjustments. The software’s agile financial planning framework enables organizations to pivot quickly in response to changing market dynamics, ensuring that financial strategies are always aligned with current business realities. Additionally, Una stands out in the market by offering a user-friendly interface that simplifies complex financial data, making it accessible for users at all levels of expertise. This ease of use, combined with the software's robust performance metrics, allows finance teams to collaborate effectively and make data-driven decisions that enhance overall business performance. By focusing on execution rather than analysis alone, Una transforms how organizations approach financial planning, ultimately improving operational efficiency and strategic alignment.

#### Who Is the Company Behind Una AI?

- **Seller:** [Una AI](https://www.g2.com/sellers/una-ai)
- **Company Website:** www.una.ai
- **HQ Location:** Toronto, Canada
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c3aeac9a98546a11a1b63a6a08940dbe0db06c733bda8c69f876b6218c4e39a7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Funa-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
30 employees on LinkedIn®

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