# Best FP&A Software for Medium-Sized Businesses - Page 2

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

**Total Products under this Category:** 276

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank FP&A Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 15,400+ Authentic Reviews
- 276+ Products
- Unbiased Rankings

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

## G2 Grid® for FP&A Software
 ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=1401682&focus%5B%5D=3027&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=20026)

Highlighted products: Datarails, Vena, Workday Adaptive Planning, Aleph, Anaplan, IBM Planning Analytics, Planful, and Workiva.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=getaleph&focus%5B%5D=anaplan&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=workiva-workiva&segment=mid-market)

**Sponsored**

### 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.

[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=2026-08-07T08%3A26%3A23Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=27132&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%2Fmid-market%3Fpage%3D2&secure%5Btoken%5D=9abc1d93cc68d1aae4b1cac02df0aeb5385e7dfb4322cf047b49583ed95755dd&secure%5Burl%5D=https%3A%2F%2Fwww.clearpointstrategy.com%2Fget-a-demo&secure%5Burl_type%5D=book_demo)

### [Coefficient](https://www.g2.com/products/coefficient/reviews)

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](https://www.g2.com/sellers/coefficient)
- **Company Website:** coefficient.io
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website)  
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?

**["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229)

**["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)**

**Rating:** 5.0/5.0 stars

_— Ellen Dericks C._

[Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723)

### [Solver](https://www.g2.com/fr/products/solver/reviews)

Solver est une solution de planification et d'analyse financière étendue (xFP&A) accélérée par l'IA qui augmente l'accès à des informations exploitables au-delà du département financier pour accélérer les décisions intelligentes. La technologie d'intégration brevetée QuickStart permet un accès immédiat à une collection de modèles industriels personnalisables, permettant aux utilisateurs de la finance et de la gestion d'optimiser leurs processus de planification, de reporting, de consolidation et d'analyse. Les utilisateurs peuvent démarrer rapidement, en tirant parti de la fonctionnalité familière basée sur Excel pour créer n'importe quel rapport et modèle de planification. Solver transforme les données organisationnelles en un avantage stratégique avec Solver Copilot pour un succès basé sur les données. La suite tout-en-un Solver consolide les informations de n'importe quelle source de données pour fournir une source unique de vérité. Connecté avec le budget et les prévisions de Solver, l'outil de planification complet de Solver permet aux organisations de gérer les budgets, de créer des rapports détaillés et d'automatiser les prévisions, le tout en un seul endroit. Ces informations sont ensuite présentées sous forme de graphiques et de tableaux de bord facilement partageables. Solver fournit aux organisations une source de données fiable pour prendre des décisions intelligentes et précises de manière efficace. Pour en savoir plus, visitez www.solverglobal.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 250

#### How Do G2 Users Rate Solver?

- **Rapports:** 8.7/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.9/10 (Category avg: 8.6/10)
- **Planification étendue:** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Solver?

- **Vendeur:** [Solver](https://www.g2.com/fr/sellers/solver)
- **Site Web de l'entreprise:** www.solverglobal.com
- **Année de fondation:** 1996
- **Emplacement du siège social:** Calabasas, CA.
- **Twitter:** @SolverGlobal  
552 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a53d3debbd8b2072ff0a19cb5185225256b695e536321df900f6ae4c285ca428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38094%2F&secure%5Burl_type%5D=linkedin_company_website)  
196 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur, Analyste Financier Senior
- **Top Industries:** Comptabilité, Gestion d'organisations à but non lucratif
- **Company Size:** 67% Medium, 17% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs constatent que Solver améliore **l'efficacité des rapports** , ce qui facilite la génération de rapports complets à partir de plusieurs sources.
- Les utilisateurs apprécient la **facilité d'utilisation** de Solver, ce qui améliore la flexibilité dans les rapports et simplifie le processus de budgétisation.
- Les utilisateurs apprécient l' **intégration Excel** de Solver, qui améliore la flexibilité des rapports et simplifie les processus de saisie de données.
- Les utilisateurs louent la **facilité de création de rapports** dans Solver, améliorant grandement leurs processus de budgétisation et de reporting financier.
- Les utilisateurs apprécient la **qualité des rapports** de Solver, permettant une organisation efficace des données et un accès rapide à des informations cruciales.

##### Cons

- Les utilisateurs rencontrent une **difficulté d'apprentissage significative** avec Solver, bien que les ressources de support aident à atténuer le défi.
- Les utilisateurs éprouvent **de la confusion avec les nouvelles fonctionnalités et les messages d'erreur** , nécessitant du temps pour comprendre et résoudre les problèmes efficacement.
- Les utilisateurs rencontrent des **problèmes de gestion des données** avec les téléchargements, des incohérences dans les rapports et des limitations dans l'association des données avec les écritures de journal.
- Les utilisateurs rencontrent une **courbe d'apprentissage** significative avec Solver, nécessitant du temps et des efforts pour utiliser pleinement ses fonctionnalités.
- Les utilisateurs trouvent la **configuration difficile** de Solver difficile, surtout pour les budgets de paie et les ajustements des employés.

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

**["Solver accélère la production de rapports prêts à l'emploi"](https://www.g2.com/fr/survey_responses/solver-review-13154571)**

**Rating:** 4.5/5.0 stars

_— Chavarous K._

[Read full review](https://www.g2.com/fr/survey_responses/solver-review-13154571)

**["Rapports sans effort avec une intégration transparente"](https://www.g2.com/fr/survey_responses/solver-review-10975839)**

**Rating:** 5.0/5.0 stars

_— tom c._

[Read full review](https://www.g2.com/fr/survey_responses/solver-review-10975839)

#### What Are G2 Users Discussing About Solver?

- [À quoi sert Solver ?](https://www.g2.com/fr/discussions/what-is-solver-used-for)
- [À quoi sert l'entrepôt de données BI360 ?](https://www.g2.com/fr/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for)
- [À quoi sert l'entrepôt de données BI360 ?](https://www.g2.com/fr/discussions/what-is-bi360-data-warehouse-used-for)

### [Planning Business Process](https://www.g2.com/fr/products/planning-business-process/reviews)

Oracle Planning and Budgeting Cloud est une solution complète de planification, de budgétisation et de prévision qui permet aux organisations de toute taille d'adopter rapidement des applications de planification de classe mondiale, améliorant la précision des prévisions avec des ressources informatiques minimales.

**Average Rating:** 4.2/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Planning Business Process?

- **the product a-t-il été un bon partenaire commercial?:** 8.2/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planning Business Process?

- **Vendeur:** [Oracle](https://www.g2.com/fr/sellers/oracle)
- **Année de fondation:** 1977
- **Emplacement du siège social:** Austin, TX
- **Twitter:** @Oracle  
827,997 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employés sur LinkedIn®
- **Propriété:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 69% Large, 33% Medium

#### What Do G2 Reviewers Say About Planning Business Process?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient les **capacités d'intégration** et la **flexibilité des modèles personnalisés** offerts par Oracle Planning Cloud.
- Les utilisateurs apprécient les **capacités d'intégration** d'Oracle Planning Cloud, améliorant la flexibilité et tirant parti de son puissant moteur de calcul.

##### Cons

- Les utilisateurs trouvent que les **fonctionnalités limitées** d'Oracle Planning Cloud restreignent l'utilisabilité, en particulier avec l'intégration uniquement Excel de Smartview.
- Les utilisateurs trouvent que la **mauvaise conception de l'interface** est limitante, souhaitant une compatibilité plus large avec les applications modernes comme Google Sheets.

#### What Are Recent G2 Reviews of Planning Business Process?

**["Examen EMP"](https://www.g2.com/fr/survey_responses/planning-business-process-review-8640568)**

**Rating:** 4.0/5.0 stars

_— Utilisateur vérifié à Enseignement supérieur_

[Read full review](https://www.g2.com/fr/survey_responses/planning-business-process-review-8640568)

**["Dans l'ensemble, c'est une très bonne expérience avec le produit EPM."](https://www.g2.com/fr/survey_responses/planning-business-process-review-9008743)**

**Rating:** 4.0/5.0 stars

_— Pavan K._

[Read full review](https://www.g2.com/fr/survey_responses/planning-business-process-review-9008743)

#### What Are G2 Users Discussing About Planning Business Process?

- [À quoi sert Oracle Planning Cloud ?](https://www.g2.com/fr/discussions/what-is-oracle-planning-cloud-used-for)

### [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

#### How Do G2 Users Rate OneStream - Unified EPM?

- **Reporting:** 8.9/10 (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:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind OneStream - Unified EPM?

- **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software)
- **Company Website:** www.onestream.com
- **HQ Location:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Financial Services
- **Company Size:** 63% Large, 28% Medium

#### What Do G2 Reviewers Say About OneStream - Unified EPM?

_AI-generated summary from verified user reviews_

##### Pros

- Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management.
- Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting.
- Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs.
- Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights.
- Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management.

##### Cons

- Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage.
- Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption.
- Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users.
- Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge.
- Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box.

#### What Are Recent G2 Reviews of OneStream - Unified EPM?

**["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

[Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)

**["OneStream Review"](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)**

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)

#### What Are G2 Users Discussing About OneStream - Unified EPM?

- [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments
- [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments

### [Cube](https://www.g2.com/products/cube-2025-12-17/reviews)

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

**Average Rating:** 4.5/5.0

**Total Reviews:** 144

#### How Do G2 Users Rate Cube?

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

#### Who Is the Company Behind Cube?

- **Seller:** [Cube](https://www.g2.com/sellers/cube-962a346c-36a4-4f22-8fc2-83ec443ddb2f)
- **Company Website:** cubesoftware.com
- **Year Founded:** 2018
- **HQ Location:** New York
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13736bea2734b0c5514932d2f46ee5899005093b7660d4677a822bb189d2c405&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35625340%2F&secure%5Burl_type%5D=linkedin_company_website)  
152 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finance Manager
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 81% Medium, 16% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Cube to be **intuitive and easy to use** , allowing for fast implementation and efficient functionality.
- Users praise the **excellent customer support** of Cube, highlighting their responsiveness and dedication to user success.
- Users appreciate the **flexibility** of Cube, enabling seamless integration and intuitive customization for improved FP&A processes.
- Users love Cube for its **seamless integrations** , enhancing efficiency and streamlining financial processes effectively.
- Users value the **customizable dashboards** in Cube, allowing quick access to KPIs and in-depth analysis.

##### Cons

- Users find the **complexity of data transfer** with Cube challenging due to its predefined custom dimensions.
- Users feel the **customization options are limited** , impacting their ability to fully utilize Cube's capabilities.
- Users find the **dashboard limitations** restrictive, desiring enhanced customization and visualization options for better functionality.
- Users find **data transfer complexities** with Cube's predefined dimensions challenging, hindering seamless implementation and efficiency.
- Users face **data management issues** with Cube, particularly difficulties in data transfer and limited custom dimensions.

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

**["Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features"](https://www.g2.com/survey_responses/cube-review-13057613)**

**Rating:** 4.5/5.0 stars

_— Kyle C._

[Read full review](https://www.g2.com/survey_responses/cube-review-13057613)

**["Excel-Native Powerhouse with Seamless Integrations and Responsive Support"](https://www.g2.com/survey_responses/cube-review-13033122)**

**Rating:** 4.0/5.0 stars

_— Chris K._

[Read full review](https://www.g2.com/survey_responses/cube-review-13033122)

#### What Are G2 Users Discussing About Cube?

- [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made)
- [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for)

### [LiveFlow](https://www.g2.com/products/liveflow/reviews)

LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. Flow is built for Construction finance teams. Flow gives builders real-time visibility into the numbers that actually run a job. Connect your project management stack — like JobTread, Procore, or Buildertrend to automatically produce WIP schedules, job-costing, and Cash Flow reports, without rebuilding spreadsheets every month. Roll results up across multiple entities and locations for instant consolidated financials. Forecast Cash Flow by job so you always know which projects are making money and where you're over- or under-billed. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets:&nbsp;Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes:&nbsp;Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models:&nbsp;Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets:&nbsp;Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes:&nbsp;Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models:&nbsp;Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts.

**Average Rating:** 4.9/5.0

**Total Reviews:** 332

#### How Do G2 Users Rate LiveFlow?

- **Reporting:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.3/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind LiveFlow?

- **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow)
- **Company Website:** www.liveflow.com
- **Year Founded:** 2021
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accounting Manager, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 75% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets.
- Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates.
- Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly.
- Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports.
- Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities.

##### Cons

- Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow.
- Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons.
- Users desire more **customization options** for reports and dashboards, finding current limitations frustrating.
- Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates.
- Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment.

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

**["Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-11110255)**

**Rating:** 4.5/5.0 stars

_— Zaid N._

[Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255)

**["Real-Time Data Sync Revolutionizes Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-12166608)**

**Rating:** 5.0/5.0 stars

_— Jessica E._

[Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608)

#### What Are G2 Users Discussing About LiveFlow?

- [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for)

### [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews)

Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub.

**Average Rating:** 4.6/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Jet Reports?

- **Reporting:** 8.8/10 (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:** 9.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Jet Reports?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 65% Medium, 26% Small

#### What Do G2 Reviewers Say About Jet Reports?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **intuitive Excel interface** of Jet Reports, making financial reporting quick and easy for all skill levels.
- Users praise the **seamless integration** with Microsoft Dynamics, making report generation efficient and streamlined.
- Users praise the **reporting efficiency** of Jet Reports, highlighting quick, flexible financial reports with real-time data access.
- Users find the **ease of learning** Jet Reports intuitive, allowing quick report creation even for beginners.
- Users value the **flexibility in report creation** with Jet Reports, enabling customized and efficient financial reporting.

##### Cons

- Users find the **learning curve steep** , requiring significant time investment for maximum benefit from Jet Reports.
- Users find the **learning difficulty** significant, requiring time and training to maximize Jet Reports' potential.
- Users face a **steep learning curve** with Jet Reports, requiring time and training to maximize its benefits.
- Users often face **performance issues** with Jet Reports, experiencing slow report generation and sometimes needing to restart sessions.
- Users face **slow performance** with Jet Reports, often forcing them to kill sessions and reload due to delays.

#### What Are Recent G2 Reviews of Jet Reports?

**["Absolutely Love Jet Reports — One of the Best Reporting Tools Out There!"](https://www.g2.com/survey_responses/jet-reports-review-11790872)**

**Rating:** 5.0/5.0 stars

_— Sakshi M._

[Read full review](https://www.g2.com/survey_responses/jet-reports-review-11790872)

**["Effortless Reporting and Seamless Dynamics Integration"](https://www.g2.com/survey_responses/jet-reports-review-12133709)**

**Rating:** 4.0/5.0 stars

_— Praney M._

[Read full review](https://www.g2.com/survey_responses/jet-reports-review-12133709)

### [Acterys](https://www.g2.com/fr/products/acterys/reviews)

Acterys est un service basé sur le cloud ou sur site pour la découverte et la planification des données. Il permet aux utilisateurs professionnels de générer des modèles de données professionnels qui intègrent toutes vos sources de données pertinentes avec des connecteurs vers une variété de systèmes comptables et d'autres sources. Soutenus par une grande variété de modèles (Centre de coûts, Consolidation de gestion, RH, CAPEX, Flux de trésorerie, etc.), les utilisateurs peuvent construire des processus efficaces de xP&A (Planification et Analyse Étendues) et de gestion de la performance dans Power BI, Excel, navigateur web et appareils mobiles de la manière la plus rapide.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

- **Rapports:** 9.7/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.9/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 9.6/10 (Category avg: 8.6/10)
- **Planification étendue:** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Acterys?

- **Vendeur:** [Vena Solutions](https://www.g2.com/fr/sellers/vena-solutions)
- **Année de fondation:** 2011
- **Emplacement du siège social:** Toronto
- **Twitter:** @venasolutions  
1,347 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Comptabilité, Technologie de l'information et services
- **Company Size:** 66% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient les **capacités d'automatisation** d'Acterys pour intégrer et personnaliser de manière transparente les processus de planification dans Power BI.
- Les utilisateurs apprécient la **connectivité transparente** d'Acterys, permettant une intégration sans effort avec de multiples sources de données et outils.
- Les utilisateurs apprécient les **intégrations faciles** dans Acterys, facilitant des connexions transparentes avec les sources de données et améliorant la productivité.
- Les utilisateurs apprécient l' **intégration intuitive avec Power BI** et les fonctionnalités de retour d'écriture fiables qui permettent de gagner du temps dans la planification.
- Les utilisateurs apprécient les **intégrations de données transparentes** dans Acterys, facilitant des flux de travail fluides et des processus de planification efficaces.

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

**["Acterys - Une solution innovante"](https://www.g2.com/fr/survey_responses/acterys-review-11449495)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/fr/survey_responses/acterys-review-11449495)

**["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/fr/survey_responses/acterys-review-9657795)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Capital-risque et capital-investissement privé_

[Read full review](https://www.g2.com/fr/survey_responses/acterys-review-9657795)

#### What Are G2 Users Discussing About Acterys?

- [À quoi sert Acterys ?](https://www.g2.com/fr/discussions/what-is-acterys-used-for)

### [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews)

HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,538

#### How Do G2 Users Rate HiBob HRIS?

- **Reporting:** 8.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind HiBob HRIS?

- **Seller:** [HiBob](https://www.g2.com/sellers/hibob)
- **Company Website:** www.hibob.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @HiBob\_HR  
4,192 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b7f2ddac9419d14cc17a1eb4864505d192c9f7592f21ddf27352f49d45e179d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7586104%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,088 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** HR Manager, Head of People
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 76% Medium, 16% Small

#### What Do G2 Reviewers Say About HiBob HRIS?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of HiBob HRIS, which simplifies navigation and enhances the overall user experience.
- Users find HiBob HRIS **easy and intuitive** , making HR management straightforward and user-friendly.
- Users highlight the **intuitive design** of HiBob HRIS, making navigation and usage seamless for everyone.
- Users appreciate the **helpful support** from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
- Users love the **customizability and ease of use** in HiBob HRIS, appreciating its user-friendly design and helpful resources.

##### Cons

- Users find HiBob HRIS has **limited features** like reporting and add-ons that restrict their usability and effectiveness.
- Users find **missing features** in HiBob HRIS, such as limited automation and lack of essential functions in the app.
- Users note the **limited customization** options in HiBob, making it challenging to fully adapt to their needs.
- Users face **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility.
- Users find HiBob HRIS lacking in **flexibility and essential features** , impacting their overall user experience.

#### What Are Recent G2 Reviews of HiBob HRIS?

**["Easy to Use, Highly Integratable, and Backed by Outstanding Support"](https://www.g2.com/survey_responses/hibob-hris-review-13212285)**

**Rating:** 5.0/5.0 stars

_— Tasha C._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13212285)

**["HiBob is single source of truth for our People Team!"](https://www.g2.com/survey_responses/hibob-hris-review-13207586)**

**Rating:** 4.5/5.0 stars

_— Isabella A._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13207586)

#### What Are G2 Users Discussing About HiBob HRIS?

- [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for)

### [Board](https://www.g2.com/products/board/reviews)

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

**Average Rating:** 4.4/5.0

**Total Reviews:** 303

#### How Do G2 Users Rate Board?

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

#### Who Is the Company Behind Board?

- **Seller:** [Board International](https://www.g2.com/sellers/board-international)
- **Company Website:** www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware  
27,073 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website)  
932 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Software Developer
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 57% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions.
- Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes.
- Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient.
- Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform.
- Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly.

##### Cons

- Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation.
- Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency.
- Users often find **missing features** in report creation limits their ability to effectively utilize the platform.
- Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling.
- Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets.

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

**["Ideal solution for improving business performance"](https://www.g2.com/survey_responses/board-review-10785693)**

**Rating:** 4.5/5.0 stars

_— Lorenzo L._

[Read full review](https://www.g2.com/survey_responses/board-review-10785693)

**["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)**

**Rating:** 5.0/5.0 stars

_— Constantinos A._

[Read full review](https://www.g2.com/survey_responses/board-review-13173372)

#### What Are G2 Users Discussing About Board?

- [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote

### [Joiin](https://www.g2.com/products/joiin/reviews)

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](https://www.g2.com/sellers/joiin)
- **Company Website:** www.joiin.co
- **Year Founded:** 2018
- **HQ Location:** Exeter, UK
- **Twitter:** @joiinreporting  
199 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ff4b86bf7fe8ce7d10baedf6008600213cfc21e4c45f4824dee5faf29999332&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoiin&secure%5Burl_type%5D=linkedin_company_website)  
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?

**["Outstanding support experience with Joiin (especially Kyle)"](https://www.g2.com/survey_responses/joiin-review-13053349)**

**Rating:** 5.0/5.0 stars

_— Richa J._

[Read full review](https://www.g2.com/survey_responses/joiin-review-13053349)

**["Excellent Value for Xero Consolidation with Fast, Responsive Support"](https://www.g2.com/survey_responses/joiin-review-12620997)**

**Rating:** 4.5/5.0 stars

_— Verified User in Financial Services_

[Read full review](https://www.g2.com/survey_responses/joiin-review-12620997)

#### What Are G2 Users Discussing About Joiin?

- [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment

### [Apliqo](https://www.g2.com/products/apliqo/reviews)

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](https://www.g2.com/sellers/apliqo)
- **Company Website:** apliqo.com
- **Year Founded:** 2013
- **HQ Location:** Zurich, CH
- **Twitter:** @apliqo  
47 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42cebe4a8b9e78c0f920639416c9c41dcf62b688db97afd1e654e5040d8f8356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapliqo&secure%5Burl_type%5D=linkedin_company_website)  
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?

**["Intuitive Frontend for Planning Analytics"](https://www.g2.com/survey_responses/apliqo-review-10223927)**

**Rating:** 4.5/5.0 stars

_— Van Zyl B._

[Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927)

**["Delivering business value through an intuitive interface"](https://www.g2.com/survey_responses/apliqo-review-10319445)**

**Rating:** 5.0/5.0 stars

_— Dave H._

[Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445)

### [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)

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](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
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)?

**["Boosting Efficiency and Collaboration: Experience with SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)**

**Rating:** 4.0/5.0 stars

_— Bhargavi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)

**["Review of SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)**

**Rating:** 4.0/5.0 stars

_— Sindhu Prasanthi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)

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

- [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning)
- [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for)
- [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc)
- [What is SAP BPC model?](https://www.g2.com/discussions/sap-business-planning-and-consolidation-bpc-what-is-sap-bpc-model)
- [What is consolidation in SAP BPC?](https://www.g2.com/discussions/what-is-consolidation-in-sap-bpc)

### [IDU](https://www.g2.com/fr/products/idu-idu/reviews)

IDU est la plateforme FP&A qui comble le fossé entre les personnes qui possèdent les chiffres et celles qui en répondent. La budgétisation, la prévision, la consolidation, la planification des investissements et le reporting de gestion vivent tous dans un environnement gouverné - connecté nativement à chaque ERP majeur, avec la traçabilité que votre régulateur attend et la convivialité dès le premier jour dont vos gestionnaires de centres de coûts ont besoin. Ce qui se trouve à l'intérieur de la plateforme. • Budgétisation et planification - chaque méthodologie, gouvernée dans un seul modèle. • Prévisions - basées sur les moteurs, cadence mensuelle, assistées par IA au niveau du centre de coûts. • Consolidations - multi-entités, multi-devises, multi-GAAP, avec éliminations inter-sociétés automatisées. • Planification des investissements - transferts, cessions et budgeté vs réel dans un seul flux de travail. • Reporting - rapports et tableaux de bord prêts pour le conseil qui vont du total du groupe à la transaction GL. • IA - l'Agent d'Aide guide chaque utilisateur ; l'Agent d'Insight narre ce que signifient les chiffres. Comment fonctionne IDU. Trois chemins de déploiement : IDU Cloud sur Microsoft Azure, votre cloud privé ou sur site. Trois modèles de licence : SaaS classique, Software-with-a-Service ou abonnement. En service en semaines, pas en mois. Pourquoi les équipes financières choisissent IDU. Fondée au Cap en 1997 et dirigée par son fondateur depuis. Utilisée par plus de 500 entreprises dans 33 pays - des entreprises cotées et gestionnaires d'actifs aux universités et aux régulateurs qui les auditent. 35 000 professionnels gèrent leurs cycles de planification, de prévision et de reporting dans IDU. La plateforme FP&A n°1 en Afrique. Conçue pour les gestionnaires. Fiable pour la finance.

**Average Rating:** 4.4/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate IDU?

- **Rapports:** 9.3/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.0/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 7.4/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind IDU?

- **Vendeur:** [IDU](https://www.g2.com/fr/sellers/idu)
- **Année de fondation:** 1997
- **Emplacement du siège social:** Cape Town, South Africa
- **Twitter:** @iduSoftware  
2,739 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53108a47a3da500294a876299e8a418ecc2bc1a037b88431f21407acbe3a4362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fidu-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable Financier
- **Top Industries:** Services financiers, Enseignement supérieur
- **Company Size:** 61% Medium, 29% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs soulignent l' **outil de budgétisation convivial** d'IDU, simplifiant les rapports de gestion et le suivi des performances financières.
- Les utilisateurs apprécient la **facilité d'utilisation** et l'adaptabilité d'IDU, rendant la budgétisation efficace et personnalisable selon leurs besoins.
- Les utilisateurs louent les **outils de gestion budgétaire conviviaux** d'IDU, améliorant la facilité de suivi des performances financières.
- Les utilisateurs louent l' **efficacité des rapports** d'IDU, appréciant sa fonctionnalité fluide et ses capacités d'économie de temps.
- Les utilisateurs adorent la **personnalisation** d'IDU, permettant des rapports et des vues sur mesure qui répondent parfaitement à leurs besoins commerciaux.

##### Cons

- Les utilisateurs trouvent **la saisie des salaires fastidieuse** , rendant le processus lourd et chronophage.
- Les utilisateurs expriment leur frustration face à la **personnalisation limitée** des options de formatage des nombres, ce qui impacte leurs préférences de rapport.
- Les utilisateurs trouvent les **anciennes versions peu conviviales** , ce qui conduit à une expérience moins satisfaisante avec le produit IDU.
- Les utilisateurs rencontrent des **problèmes de rafraîchissement** qui entravent l'intégration des données historiques dans l'IDU, affectant l'utilisabilité.
- Les utilisateurs trouvent que la **performance lente** de l'IDU ne suit pas le rythme des tendances commerciales en évolution, ce qui entrave l'efficacité.

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

**["Fonctionnalité transparente avec budgétisation détaillée"](https://www.g2.com/fr/survey_responses/idu-review-11211846)**

**Rating:** 4.0/5.0 stars

_— Lerato K._

[Read full review](https://www.g2.com/fr/survey_responses/idu-review-11211846)

**["Consolidation et reporting sans effort avec IDU"](https://www.g2.com/fr/survey_responses/idu-review-11205209)**

**Rating:** 5.0/5.0 stars

_— Utilisateur vérifié à Construction_

[Read full review](https://www.g2.com/fr/survey_responses/idu-review-11205209)

#### What Are G2 Users Discussing About IDU?

- [À quoi sert idu-Concept ?](https://www.g2.com/fr/discussions/what-is-idu-concept-used-for)

### [Vareto](https://www.g2.com/products/vareto/reviews)

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.

**Average Rating:** 4.8/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Vareto?

- **Reporting:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vareto?

- **Seller:** [Vareto](https://www.g2.com/sellers/vareto)
- **Year Founded:** 2020
- **HQ Location:** Mountain View, CA
- **Twitter:** @VaretoApp  
91 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b35644294211b7fefd4d6084e5f439f305c4d36db291cff9b689fbcad0b29d71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvareto%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 93% Medium, 7% Small

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

**["Great FP&A tool with transaction level observability"](https://www.g2.com/survey_responses/vareto-review-9557173)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/vareto-review-9557173)

**["Excellent Low-code Planning Solution"](https://www.g2.com/survey_responses/vareto-review-9166320)**

**Rating:** 5.0/5.0 stars

_— Kevin K._

[Read full review](https://www.g2.com/survey_responses/vareto-review-9166320)

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