# Best FP&A Software - 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=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**

### Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-08-05T11%3A38%3A08Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fmetadata_cid%3D1255403%26page%3D2&secure%5Btoken%5D=13fe9664b6cbd7ef0d16c4e61c6a552a729a66225859cfc025ff28803c88fdcb&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Bplanning%2Band%2Banalysis&secure%5Burl_type%5D=custom_url)

### [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews)

Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **Reporting:** 8.8/10 (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:** 8.7/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Pigment?

- **Seller:** [Pigment](https://www.g2.com/sellers/pigment)
- **Company Website:** www.pigment.com
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website)  
711 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** FP&A Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 73% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve.
- Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting.
- Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly.
- Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available.
- Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities.

##### Cons

- Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency.
- Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment.
- Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options.
- Users often face **connectivity issues** with Pigment, especially when working with large volumes of data.
- Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts.

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

**["Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"](https://www.g2.com/survey_responses/pigment-review-12511185)**

**Rating:** 5.0/5.0 stars

_— Maria M._

[Read full review](https://www.g2.com/survey_responses/pigment-review-12511185)

**["Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"](https://www.g2.com/survey_responses/pigment-review-12723711)**

**Rating:** 4.5/5.0 stars

_— Gowtham R._

[Read full review](https://www.g2.com/survey_responses/pigment-review-12723711)

### [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews)

With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt.

**Average Rating:** 4.2/5.0

**Total Reviews:** 750

#### How Do G2 Users Rate SAP Analytics Cloud?

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

#### Who Is the Company Behind SAP Analytics Cloud?

- **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, Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Large, 28% Medium

#### What Do G2 Reviewers Say About SAP Analytics Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in SAP Analytics Cloud, facilitating effortless data understanding and streamlined reporting.
- Users appreciate the **wide range of data connectivity options** in SAP Analytics Cloud, enhancing integration and analytics capabilities.
- Users value the **interactive dashboards** of SAP Analytics Cloud, which enhance data clarity and user customization.
- Users value the **easy integrations** of SAP Analytics Cloud, enjoying seamless connectivity and efficient data analysis across projects.
- Users appreciate the **wide range of data connectivity and predictive analytics** in SAP Analytics Cloud for effective decision-making.

##### Cons

- Users experience **slow performance** with SAP Analytics Cloud, particularly when working with complex datasets and large models.
- Users face a **steep learning curve** with SAP Analytics Cloud, requiring training to navigate its complex features effectively.
- Users find the **steep learning curve** challenging, especially without guidance for navigating SAP Analytics Cloud's features.
- Users experience significant **performance issues** with SAP Analytics Cloud, particularly with large datasets and complex calculations.
- Users experience **slow performance with large datasets** , making complex analyses cumbersome and time-consuming.

#### What Are Recent G2 Reviews of SAP Analytics Cloud?

**["SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)

**["Reliable & User-Friendly Analytics Tool"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)**

**Rating:** 4.0/5.0 stars

_— sagar i._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)

#### What Are G2 Users Discussing About SAP Analytics Cloud?

- [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments
- [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote
- [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment
- [How does SAP Analytics calculate average cloud?](https://www.g2.com/discussions/how-does-sap-analytics-calculate-average-cloud)
- [What is predictive analytics software?](https://www.g2.com/discussions/sap-predictive-analytics-what-is-predictive-analytics-software) - 1 comment

### [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

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

O Coefficient é uma nova maneira de trabalhar com os dados da sua empresa de forma melhor, mais rápida e mais precisa, sem nunca sair da sua planilha, integrando-se com as ferramentas que você já usa. Uma vez instalado, o Coefficient funciona como um companheiro na barra lateral, de modo que os dados da sua empresa estão a apenas alguns cliques de distância a qualquer momento. Qualquer fonte de dados com a qual você trabalhe está disponível diretamente na sua barra lateral do Coefficient – como Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL e Looker – com a capacidade de consolidar seus dados de múltiplos sistemas em uma única planilha. Use os filtros do Coefficient para personalizar facilmente suas importações para trabalhar apenas com os dados que você precisa, mantendo suas planilhas eficientes. Volte rapidamente a qualquer momento para adicionar mais dados no mesmo relatório. Nunca reconstrua a mesma análise duas vezes mantendo seus dados atualizados com atualizações programadas. E use os alertas do Coefficient para acionar mensagens no Slack ou e-mail sempre que sua planilha for atualizada. Agora, você pode transformar sua planilha no sistema de monitoramento mais flexível e poderoso em todos os dados da sua empresa. Diga “adeus” aos fluxos de trabalho manuais de dados e “olá” para planilhas conectadas.

**Average Rating:** 4.7/5.0

**Total Reviews:** 195

#### How Do G2 Users Rate Coefficient?

- **the product tem sido um bom parceiro comercial?:** 9.0/10 (Category avg: 9.2/10)
- **Relatórios personalizados:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Coefficient?

- **Vendedor:** [Coefficient](https://www.g2.com/pt/sellers/coefficient)
- **Website da Empresa:** coefficient.io
- **Ano de Fundação:** 2020
- **Localização da Sede:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços
- **Company Size:** 46% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários apreciam a **facilidade de uso** com o Coefficient, desfrutando de extração de dados sem interrupções e conectividade sem complicações.
- Os usuários adoram as **capacidades de automação** do Coefficient, que simplificam a integração de dados e economizam tempo significativo.
- Os usuários apreciam as **integrações perfeitas** do Coefficient, sincronizando dados sem esforço entre Salesforce, QuickBooks e Google Sheets.
- Os usuários adoram as **integrações fáceis** do Coefficient, melhorando drasticamente o fluxo de trabalho e permitindo a sincronização de dados sem complicações.
- Os usuários apreciam a **automação que economiza tempo** do Coefficient, recuperando horas a cada semana com o gerenciamento de dados sem esforço.

##### Cons

- Os usuários acham as **limitações de recursos** do Coefficient frustrantes, especialmente com problemas de filtragem e formatação de dados.
- Os usuários enfrentam **recursos limitados** com o Coefficient, particularmente em relação a restrições de filtro e importação em comparação com o Google Sheets.
- Os usuários estão insatisfeitos com as **funcionalidades ausentes** no Coefficient, como opções de filtro limitadas e integração inadequada de gráficos.
- Os usuários enfrentam **limitações de filtro** no Coefficient, impactando sua capacidade de gerenciar dados de forma eficiente em importações.
- Os usuários enfrentam **problemas de integração** com o Coefficient, particularmente pela falta de recursos essenciais e enfrentando formatos de importação frustrantes.

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

**["Consultas de Banco de Dados Sem Interrupções no Google Sheets com Suporte Responsivo"](https://www.g2.com/pt/survey_responses/coefficient-review-13098229)**

**Rating:** 4.5/5.0 stars

_— Usuário Verificado em Marketing e Publicidade_

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

**["Ferramenta Eficiente e Amigável para Integrar o Salesforce com o Google Sheets"](https://www.g2.com/pt/survey_responses/coefficient-review-12701723)**

**Rating:** 5.0/5.0 stars

_— Ellen Dericks C._

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

### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate CCH Tagetik?

- **Reporting:** 9.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind CCH Tagetik?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** www.wolterskluwer.com
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Insurance
- **Company Size:** 57% Large, 27% Medium

#### What Do G2 Reviewers Say About CCH Tagetik?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks.
- Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks.
- Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes.
- Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting.
- Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes.

##### Cons

- Users find the **learning curve steep** initially, but key functions become manageable with training and experience.
- Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training.
- Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies.
- Users find the **usability complex** , requiring substantial effort and training for effective implementation and use.
- Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding.

#### What Are Recent G2 Reviews of CCH Tagetik?

**["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)

**["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)

#### What Are G2 Users Discussing About CCH Tagetik?

- [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for)

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

Acterys é um serviço baseado em nuvem ou local para descoberta e planejamento de dados. Ele permite que os usuários de negócios gerem modelos de dados profissionais que integram todas as suas fontes de dados relevantes com conectores para uma variedade de sistemas contábeis e outras fontes. Apoiado por uma ampla variedade de modelos (Centro de Custo, Consolidação de Gestão, RH, CAPEX, Fluxo de Caixa, etc.), os usuários podem construir processos eficazes de xP&A (Planejamento e Análise Estendidos) e gestão de desempenho no Power BI, Excel, navegador web e dispositivos móveis da maneira mais rápida.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

- **Relatórios:** 9.7/10 (Category avg: 8.8/10)
- **the product tem sido um bom parceiro comercial?:** 9.9/10 (Category avg: 9.2/10)
- **Relatórios personalizados:** 9.6/10 (Category avg: 8.6/10)
- **Planejamento estendido:** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Acterys?

- **Vendedor:** [Vena Solutions](https://www.g2.com/pt/sellers/vena-solutions)
- **Ano de Fundação:** 2011
- **Localização da Sede:** Toronto
- **Twitter:** @venasolutions  
1,347 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidade, Tecnologia da Informação e Serviços
- **Company Size:** 66% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam as **capacidades de automação** do Acterys para integrar e personalizar de forma contínua os processos de planejamento no Power BI.
- Os usuários valorizam a **conectividade perfeita** do Acterys, permitindo uma integração sem esforço com várias fontes de dados e ferramentas.
- Os usuários valorizam as **integrações fáceis** no Acterys, facilitando conexões perfeitas com fontes de dados e aumentando a produtividade.
- Os usuários apreciam a **integração intuitiva com o Power BI** e os recursos de gravação confiáveis que economizam tempo no planejamento.
- Os usuários apreciam as **integrações de dados contínuas** no Acterys, facilitando fluxos de trabalho suaves e processos de planejamento eficientes.

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

**["Acterys - Uma solução inovadora"](https://www.g2.com/pt/survey_responses/acterys-review-11449495)**

**Rating:** 5.0/5.0 stars

_— Luis C._

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

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

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Capital de Risco e Private Equity_

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

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

- [Para que serve o Acterys?](https://www.g2.com/pt/discussions/what-is-acterys-used-for)

### [SAS Viya](https://www.g2.com/pt/products/sas-sas-viya/reviews)

O SAS Viya é uma plataforma de dados e IA nativa da nuvem que permite às equipes construir, implantar e escalar IA explicável que impulsiona decisões confiáveis e seguras. Ele une todo o ciclo de vida de dados e IA e capacita as equipes a inovar rapidamente, equilibrando velocidade, automação e governança por design. O Viya unifica gestão de dados, análises avançadas e tomada de decisão em uma única plataforma, para que as organizações possam passar da experimentação para a produção com confiança, entregando impacto comercial mensurável que é seguro, explicável e escalável em qualquer ambiente. As principais capacidades necessárias para entregar decisões confiáveis incluem: • Clareza de ponta a ponta em todo o ciclo de vida de dados e IA, com linhagem embutida, auditabilidade e monitoramento contínuo para apoiar decisões defensáveis. • Governança por design, permitindo supervisão consistente em dados, modelos e decisões para reduzir riscos e acelerar a adoção. • IA explicável em escala, para que insights e resultados possam ser compreendidos, validados e confiáveis tanto por empresas quanto por reguladores. • Análises operacionalizadas, garantindo que o valor continue além da implantação através de monitoramento, re-treinamento e gestão do ciclo de vida. • Implantação flexível e nativa da nuvem, permitindo que as organizações comecem em qualquer lugar e escalem em todos os lugares enquanto mantêm o controle.

**Average Rating:** 4.3/5.0

**Total Reviews:** 774

#### How Do G2 Users Rate SAS Viya?

- **Relatórios:** 8.2/10 (Category avg: 8.8/10)
- **the product tem sido um bom parceiro comercial?:** 8.2/10 (Category avg: 9.2/10)
- **Relatórios personalizados:** 8.2/10 (Category avg: 8.6/10)
- **Planejamento estendido:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SAS Viya?

- **Vendedor:** [SAS Institute Inc.](https://www.g2.com/pt/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2)
- **Website da Empresa:** www.sas.com
- **Ano de Fundação:** 1976
- **Localização da Sede:** Cary, NC
- **Twitter:** @SASsoftware  
60,863 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,638 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Estudante, Bioestatístico
- **Top Industries:** Farmacêuticos, Bancário
- **Company Size:** 33% Small, 33% Large

#### What Do G2 Reviewers Say About SAS Viya?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários valorizam a **facilidade de uso** do SAS Viya, que simplifica a visualização de dados e melhora a eficiência na tomada de decisões.
- Os usuários valorizam as **capacidades analíticas sofisticadas** do SAS Viya, permitindo fácil implantação e tomada de decisões em tempo real.
- Os usuários apreciam os **métodos analíticos avançados** oferecidos pelo SAS Viya, aprimorando as capacidades de tomada de decisão e análise de dados logísticos.
- Os usuários valorizam as **ferramentas de ciclo de vida de dados de ponta a ponta** do SAS Viya, aprimorando a percepção de negócios e a tomada de decisões estratégicas.
- Os usuários adoram a **interface intuitiva** do SAS Viya, tornando a análise de dados e a implantação de modelos sem esforço para todos os níveis de habilidade.

##### Cons

- Os usuários acham que o SAS Viya tem uma **dificuldade de aprendizado** , tornando desafiador para indivíduos não técnicos navegarem de forma eficaz.
- Os usuários acham a **curva de aprendizado íngreme** , tornando desafiador para usuários não técnicos navegarem no SAS Viya de forma eficaz.
- Os usuários acham a **complexidade da visualização** no SAS Viya desafiadora, especialmente para usuários não técnicos e iniciantes.
- Os usuários enfrentam dificuldades com a **curva de aprendizado difícil** do SAS Viya, especialmente para usuários novos e não técnicos.
- Os usuários consideram o **preço elevado** do SAS Viya uma barreira significativa para a adoção potencial.

#### What Are Recent G2 Reviews of SAS Viya?

**["Análise de Dados Eficaz com SAS Viya"](https://www.g2.com/pt/survey_responses/sas-viya-review-11872818)**

**Rating:** 4.5/5.0 stars

_— Fungai J._

[Read full review](https://www.g2.com/pt/survey_responses/sas-viya-review-11872818)

**["SAS Viya: Poderosa IA e Análise de Dados com Integrações Sem Costura"](https://www.g2.com/pt/survey_responses/sas-viya-review-11855145)**

**Rating:** 5.0/5.0 stars

_— Usuário Verificado em Hospital e Cuidados de Saúde_

[Read full review](https://www.g2.com/pt/survey_responses/sas-viya-review-11855145)

#### What Are G2 Users Discussing About SAS Viya?

- [Para que é usado o SAS Visual Data Mining and Machine Learning?](https://www.g2.com/pt/discussions/what-is-sas-visual-data-mining-and-machine-learning-used-for) - 2 comments

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

Relatórios Financeiros e Consolidação Mais Inteligentes em Plataformas Contábeis e Planilhas Líderes Joiin é uma plataforma de relatórios financeiros e consolidação criada para empresas e contadores que precisam de relatórios rápidos, precisos e escaláveis em entidades únicas e grupos complexos de múltiplas entidades. Ao conectar-se a plataformas como QuickBooks, Xero, Sage e outras, Joiin substitui processos pesados em planilhas por relatórios estruturados e automatizados. As equipes financeiras podem passar de fluxos de trabalho manuais e atrasados para insights em tempo real, prontos para decisões. Relatórios Financeiros Mais Inteligentes Automatize relatórios de gestão, painéis e pacotes de diretoria em uma única plataforma. Padronize relatórios entre entidades e sistemas, reduza o esforço manual e reutilize estruturas de relatórios a cada ciclo. Consolidação de Múltiplas Entidades, Criada para Escala Consolide múltiplas entidades, moedas e planos de contas com precisão. Lide com eliminações entre empresas, relatórios em múltiplas moedas e estruturas de grupos complexas sem a necessidade de um ERP. Pacotes de Relatórios Prontos para o Conselho Crie pacotes de relatórios profissionais e com marca, com layouts personalizados, visuais e entrega automatizada. Personalize relatórios para equipes de liderança, investidores, credores ou clientes. Insight e Agentes com Inteligência Artificial (Joiin Intelligence) Vá além dos relatórios estáticos com análise impulsionada por IA. Destaque automaticamente tendências chave, variações e sinais de desempenho, e gere comentários diretamente dentro de seus relatórios usando o Joiin Intelligence. Conecte Claude, GPT e plataformas de IA líderes com o MCP da Joiin. Painéis ao Vivo e Análise Detalhada Acompanhe o desempenho em tempo real com painéis ao vivo e KPIs. Analise detalhadamente os resultados consolidados até as transações subjacentes entre entidades e fontes de dados. Integrações Flexíveis e Acesso a Dados Conecte-se ao QuickBooks, Xero, Sage, planilhas e mais. Estenda relatórios para o Excel, Power BI e outras ferramentas usando o Joiin Connect (API) e integrações como Zapier. Preços Transparentes e Escaláveis Todos os recursos incluídos em todos os planos. Usuários ilimitados, sem limites de relatórios e preços que escalam com sua organização. Segurança e Governança Segurança de nível empresarial com conexões criptografadas, acesso baseado em funções, trilhas de auditoria e controles de dados rigorosos, garantindo relatórios confiáveis e governados.

**Average Rating:** 4.7/5.0

**Total Reviews:** 85

#### How Do G2 Users Rate Joiin?

- **Relatórios:** 8.0/10 (Category avg: 8.8/10)
- **the product tem sido um bom parceiro comercial?:** 9.5/10 (Category avg: 9.2/10)
- **Relatórios personalizados:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Joiin?

- **Vendedor:** [Joiin](https://www.g2.com/pt/sellers/joiin)
- **Website da Empresa:** www.joiin.co
- **Ano de Fundação:** 2018
- **Localização da Sede:** Exeter, UK
- **Twitter:** @joiinreporting  
199 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Diretor Financeiro, Diretor Financeiro
- **Top Industries:** Contabilidade, Software de Computador
- **Company Size:** 62% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários acham o Joiin **muito fácil de usar** , facilitando relatórios financeiros rápidos e processos de configuração intuitivos.
- Os usuários elogiam o **relatório consolidado eficiente** do Joiin, apreciando sua rapidez e simplicidade em várias entidades e moedas.
- Os usuários valorizam a **eficiência de relatórios** do Joiin, permitindo relatórios consolidados rápidos e confiáveis em várias entidades.
- Os usuários valorizam o **suporte ao cliente responsivo** da Joiin, garantindo melhoria contínua e assistência eficaz às suas necessidades.
- Os usuários valorizam a **criação de relatórios sem esforço** no Joiin, agilizando seu processo de consolidação e economizando tempo.

##### Cons

- Os usuários acham a **funcionalidade de relatórios ineficiente** , muitas vezes precisando de ajustes adicionais após as exportações para uma apresentação adequada.
- Os usuários enfrentam **problemas de relatórios** com o Joiin, muitas vezes precisando exportar dados para melhor formatação e apresentação.
- Os usuários acham que as **capacidades limitadas de relatórios** do Joiin exigem etapas adicionais para finalizar as contas de gestão de forma eficaz.
- Os usuários observam as **funcionalidades ausentes** no Joiin, como a falta de títulos de relatórios e opções de classificação, limitando a usabilidade.
- Os usuários observam **problemas de formatação** com relatórios e exportações, necessitando de limpeza adicional antes de compartilhar e usar efetivamente.

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

**["Experiência de suporte excepcional com a Joiin (especialmente o Kyle)"](https://www.g2.com/pt/survey_responses/joiin-review-13053349)**

**Rating:** 5.0/5.0 stars

_— Richa J._

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

**["Excelente valor para a Consolidação Xero com suporte rápido e responsivo"](https://www.g2.com/pt/survey_responses/joiin-review-12620997)**

**Rating:** 4.5/5.0 stars

_— Usuário Verificado em Serviços Financeiros_

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

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

- [Para que serve o Joiin?](https://www.g2.com/pt/discussions/what-is-joiin-used-for) - 1 comment

### [Abacum](https://www.g2.com/products/abacum/reviews)

Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently.

**Average Rating:** 4.7/5.0

**Total Reviews:** 151

#### How Do G2 Users Rate Abacum?

- **Reporting:** 9.4/10 (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)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Abacum?

- **Seller:** [Abacum](https://www.g2.com/sellers/abacum)
- **Company Website:** www.abacum.ai
- **Year Founded:** 2020
- **HQ Location:** New York City, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe28f63c7e05dc1d6cf04146f055aa6daadc24630e26044e91b9a2ac430baa3a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fabacum-io%2F&secure%5Burl_type%5D=linkedin_company_website)  
151 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Head of Finance
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 88% Medium, 6% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users commend the **ease of use** of Abacum, enhancing flexibility and efficiency in reporting and analysis.
- Users commend the **incredible support team** at Abacum for their quick responses and helpful assistance.
- Users value the **time-saving** features of Abacum, enabling swift financial planning and streamlined collaborative efforts.
- Users highlight the **efficiency** of Abacum, significantly reducing reporting time and enhancing analytical flexibility.
- Users praise **Abacum's powerful features** that enhance financial planning with real-time forecasting, integrations, and user-friendly collaboration.

##### Cons

- Users face a **steep learning curve** with Abacum, making the initial setup challenging for newcomers.
- Users find the **complex setup** challenging, with a steep learning curve and potential performance issues during initial configuration.
- Users face a **steep learning curve** during initial setup, requiring training to efficiently navigate the platform.
- Users find the **steep learning curve** challenging, requiring careful navigation during initial setup and data migration.
- Users find the **difficult setup** process time-consuming and complex, requiring focused effort to navigate effectively.

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

**["Efficient Financial Planning with Excellent Support"](https://www.g2.com/survey_responses/abacum-review-13170947)**

**Rating:** 4.5/5.0 stars

_— Josh A._

[Read full review](https://www.g2.com/survey_responses/abacum-review-13170947)

**["Powerful consolidation tool that handles our complex multi-entity setup with ease"](https://www.g2.com/survey_responses/abacum-review-13070099)**

**Rating:** 5.0/5.0 stars

_— Amy F._

[Read full review](https://www.g2.com/survey_responses/abacum-review-13070099)

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

- [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for)

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

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 250

#### How Do G2 Users Rate Solver?

- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Solver?

- **Seller:** [Solver](https://www.g2.com/sellers/solver)
- **Company Website:** www.solverglobal.com
- **Year Founded:** 1996
- **HQ Location:** Calabasas, CA.
- **Twitter:** @SolverGlobal  
552 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Senior Financial Analyst
- **Top Industries:** Accounting, Non-Profit Organization Management
- **Company Size:** 67% Medium, 17% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Solver enhances **reporting efficiency** , making it easy to generate comprehensive reports from multiple sources.
- Users value the **ease of use** of Solver, enhancing flexibility in reporting and streamlining the budgeting process.
- Users value the **Excel integration** of Solver, enhancing reporting flexibility and simplifying data input processes.
- Users commend the **ease of report creation** in Solver, greatly enhancing their budgeting and financial reporting processes.
- Users value the **reporting quality** of Solver, enabling efficient data organization and timely access to crucial information.

##### Cons

- Users experience a **significant learning difficulty** with Solver, although support resources help mitigate the challenge.
- Users experience **confusion with new features and error messages** , requiring time to grasp and resolve issues effectively.
- Users face **data management challenges** with uploads, reporting inconsistencies, and limitations in associating data with journal entries.
- Users face a significant **learning curve** with Solver, requiring time and effort to fully utilize its features.
- Users find the **difficult setup** of Solver challenging, especially for payroll budgets and employee adjustments.

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

**["Effortless Reports with Seamless Integration"](https://www.g2.com/survey_responses/solver-review-10975839)**

**Rating:** 5.0/5.0 stars

_— tom c._

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

**["Solver Speeds Up Production-Ready Reports"](https://www.g2.com/survey_responses/solver-review-13154571)**

**Rating:** 4.5/5.0 stars

_— Chavarous K._

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

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

- [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for)

### [Hubble](https://www.g2.com/products/hubble/reviews)

For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT.

**Average Rating:** 4.6/5.0

**Total Reviews:** 48

#### How Do G2 Users Rate Hubble?

- **Reporting:** 10.0/10 (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)
- **Extended Planning:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Hubble?

- **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:** 54% Large, 46% Medium

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

**["Hubble Insight Reporting"](https://www.g2.com/survey_responses/hubble-review-8358189)**

**Rating:** 4.5/5.0 stars

_— Geremie L._

[Read full review](https://www.g2.com/survey_responses/hubble-review-8358189)

**["User-Friendly, Hassle-Free Daily Lenses from Order to Delivery"](https://www.g2.com/survey_responses/hubble-review-12626203)**

**Rating:** 5.0/5.0 stars

_— KeiAsia H._

[Read full review](https://www.g2.com/survey_responses/hubble-review-12626203)

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

- [What is Hubble used for?](https://www.g2.com/discussions/what-is-hubble-used-for)

### [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)  
153 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)

### [Clockwork.ai](https://www.g2.com/pt/products/clockwork-ai/reviews)

A clareza que um CFO traz, para empresas que não têm um. Clockwork é uma ferramenta de FP&A com IA para empresas que usam QuickBooks e Xero. Obtenha previsões de fluxo de caixa, cenários e painéis ao vivo construídos a partir dos seus dados do QuickBooks, Xero ou Excel em minutos, não semanas. Conheça Mira, sua analista de FP&A com IA. Ela executa suas previsões, constrói cenários, planeja o quadro de pessoal e explica por que seus números estão do jeito que estão — fazendo o trabalho de uma equipe de FP&A de três pessoas a uma fração do custo, e ela nunca para de trabalhar. Confiada por mais de 3.000 empresas.

**Average Rating:** 4.9/5.0

**Total Reviews:** 46

#### How Do G2 Users Rate Clockwork.ai?

- **Relatórios:** 9.6/10 (Category avg: 8.8/10)
- **the product tem sido um bom parceiro comercial?:** 9.9/10 (Category avg: 9.2/10)
- **Relatórios personalizados:** 9.3/10 (Category avg: 8.6/10)
- **Planejamento estendido:** 9.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Clockwork.ai?

- **Vendedor:** [Clockwork](https://www.g2.com/pt/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca)
- **Website da Empresa:** www.clockwork.ai
- **Ano de Fundação:** 2018
- **Localização da Sede:** Chicago, US
- **Twitter:** @Clockwork\_AI  
118 seguidores no Twitter
- **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9fdf1da6c249b891febe8a5b8325133016c8dee3d75df7b19a6b90869cf13b1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclockworkai&secure%5Burl_type%5D=linkedin_company_website)  
13 funcionários no LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidade
- **Company Size:** 91% Small, 9% Medium

#### What Do G2 Reviewers Say About Clockwork.ai?

_AI-generated summary from verified user reviews_

##### Pros

- Os usuários elogiam o **suporte ao cliente excepcional** da Clockwork.ai, tornando a implementação e o uso contínuo sem complicações e eficazes.
- Os usuários elogiam a **facilidade de implementação** com o Clockwork.ai, destacando seu design amigável e suporte excepcional.
- Os usuários adoram as **capacidades de integração intuitiva e personalização** do Clockwork.ai, tornando a modelagem financeira sem esforço e eficiente.
- Os usuários acham a **personalização** do Clockwork.ai excepcional, permitindo soluções sob medida sem esforço extenso ou perda de tempo.
- Os usuários adoram as **capacidades de personalização fácil** do Clockwork.ai, aprimorando seus modelos de negócios de forma fácil e eficiente.

##### Cons

- Os usuários notam alguns **problemas de desempenho** com o Clockwork.ai, particularmente em relação aos tempos de carregamento e atualização, embora seja geralmente aceitável.
- Os usuários acham que o Clockwork.ai pode ser **lento para carregar** às vezes, impactando a experiência geral do usuário.
- Os usuários experimentam **desempenho lento** com o Clockwork.ai, levando a atrasos nos tempos de carregamento durante o uso.
- Os usuários observam que os **problemas de atualização** causam pequenos atrasos, mas os consideram gerenciáveis, dado o volume de dados sendo processado.

#### What Are Recent G2 Reviews of Clockwork.ai?

**["A Magia do Relógio"](https://www.g2.com/pt/survey_responses/clockwork-ai-review-11311387)**

**Rating:** 5.0/5.0 stars

_— Cassie C._

[Read full review](https://www.g2.com/pt/survey_responses/clockwork-ai-review-11311387)

**["Integração Sem Costura e Suporte Excepcional"](https://www.g2.com/pt/survey_responses/clockwork-ai-review-11203335)**

**Rating:** 5.0/5.0 stars

_— Rebecca S._

[Read full review](https://www.g2.com/pt/survey_responses/clockwork-ai-review-11203335)

### [Jirav](https://www.g2.com/products/jirav/reviews)

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.

**Average Rating:** 4.7/5.0

**Total Reviews:** 194

#### How Do G2 Users Rate Jirav?

- **Reporting:** 8.7/10 (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:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Jirav?

- **Seller:** [Jirav](https://www.g2.com/sellers/jirav)
- **Company Website:** www.jirav.com
- **Year Founded:** 2015
- **HQ Location:** Seattle, WA
- **Twitter:** @GoJirav  
1,111 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=db01577dc7bf81ed660aa2fc21eb7a85865228611296a4ca40c6614cd24ebb98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10079130%2F&secure%5Burl_type%5D=linkedin_company_website)  
49 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Controller
- **Top Industries:** Accounting, Computer Software
- **Company Size:** 64% Small, 35% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients.
- Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage.
- Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients.
- Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support.
- Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory.

##### Cons

- Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface.
- Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform.
- Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges.
- Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data.
- Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav.

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

**["Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync"](https://www.g2.com/survey_responses/jirav-review-13113509)**

**Rating:** 5.0/5.0 stars

_— Brandy B._

[Read full review](https://www.g2.com/survey_responses/jirav-review-13113509)

**["Beyond Spreadsheets: Forecasting That Drives Better Decisions"](https://www.g2.com/survey_responses/jirav-review-12945554)**

**Rating:** 5.0/5.0 stars

_— Teresa T._

[Read full review](https://www.g2.com/survey_responses/jirav-review-12945554)

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

- [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment
- [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment
- [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment
- [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote

### [AchieveIt](https://www.g2.com/products/achieveit/reviews)

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

**Average Rating:** 4.4/5.0

**Total Reviews:** 199

#### How Do G2 Users Rate AchieveIt?

- **Reporting:** 9.1/10 (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:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind AchieveIt?

- **Seller:** [AchieveIt](https://www.g2.com/sellers/achieveit)
- **Company Website:** www.achieveit.com
- **Year Founded:** 2010
- **HQ Location:** Atlanta, GA
- **Twitter:** @GoAchieveIt  
10,680 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60c0e6d505449dc1ccdfdd7ab9dcb71f213a469afa91bbb4a2542dcb0fb8fae7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296143%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Assistant
- **Top Industries:** Hospital & Health Care, Government Administration
- **Company Size:** 42% Medium, 36% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find AchieveIt to be incredibly **easy to use** , with excellent support for seamless implementation and updates.
- Users value the **clear visibility into strategy execution** , making it easy to track and manage progress effectively.
- Users appreciate the **clear visibility into progress tracking** , enhancing strategy execution and team alignment on goals.
- Users value the **supportive team collaboration** of AchieveIt, which enhances accountability and drives measurable results effectively.
- Users commend AchieveIt's **personalized and professional customer support** , greatly enhancing their strategic planning experience and outcomes.

##### Cons

- Users find **limited customization** options frustrating, impacting their ability to tailor the platform to their specific needs.
- Users find the **dashboard issues** in AchieveIt overwhelming for new users, hindering a smoother experience.
- Users find the **learning curve steep** , especially for newcomers and team members transitioning to AchieveIt.
- Users find AchieveIt to have a **not intuitive interface** , with modifications and integrations requiring extra effort.
- Users find **poor integration** with Excel and other platforms a significant barrier, complicating data management and analysis.

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

**["Visual, User-Friendly, and Unmatched Support"](https://www.g2.com/survey_responses/achieveit-review-11320965)**

**Rating:** 5.0/5.0 stars

_— Liza T._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965)

**["User-Friendly with Integration Challenges"](https://www.g2.com/survey_responses/achieveit-review-12078978)**

**Rating:** 4.5/5.0 stars

_— Patrick F._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978)

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

- [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable)
- [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for)

- [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score#product-list)
- [1](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score#product-list)
- 2
- [3](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=3#product-list)
- [4](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=4#product-list)
- [5](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=5#product-list)
- [6](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=6#product-list)
- …
- [18](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=18#product-list)
- [19](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=19#product-list)
- [Next ›Next ›](/categories/fp-a-financial-planning-analysis?metadata_cid=1255403&order=g2_score&page=3#product-list)

Spotlight Categories

[Background Check Software](https://www.g2.com/categories/background-check)

[Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms)

[Chatbots Software](https://www.g2.com/categories/chatbots)

[Media Monitoring Software](https://www.g2.com/categories/media-monitoring)

[Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing)

Similar Categories

- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
- [Credit and Collections](/categories/credit-and-collections)

- [Cross-border payments software](/categories/cross-border-payments-software)
- [Deduction Management](/categories/deduction-management)
- [Enterprise Payment](/categories/enterprise-payment)
- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)

[Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated April 9, 2026

FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization.

### Core Capabilities of FP&A Software

To qualify for inclusion in the FP&A category, a product must:

- Provide budgeting and forecasting tools
- Integrate with ERP, CRM, accounting, or other business tools
- Provide financial statements, reports, and dashboards
- Track key performance indicators (KPIs) relative to corporate business objectives

### Common Use Cases for FP&A Software

Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include:

- Building and managing annual budgets and rolling forecasts
- Modeling financial scenarios to evaluate the impact of strategic decisions
- Providing executives and department heads with real-time financial visibility

### How FP&A Software Differs from Other Tools

FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment.

### Insights from G2 on FP&A Software

Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption.

Show More