Best FP&A Software - Page 6

How Many FP&A Software Products Does G2 Track?

Total Products under this Category: 320

Category Stats (Sep 2026)

  • Average Rating: 4.45/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Unit4 FP&A (+2.34%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank FP&A Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,600+ Authentic Reviews
  • 320+ Products
  • Unbiased Rankings

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

G2 Grid® for FP&A Software

G2 Grid® for FP&A Software plotting products by satisfaction and market presence

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

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

Basis

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards.

Average Rating: 4.9/5.0

Total Reviews: 12

How Do G2 Users Rate Basis?

  • Reporting: 9.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.8/10 (Category avg: 8.6/10)
  • Extended Planning: 9.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Basis?

Who Uses This Product?

  • Company Size: 83% Small, 17% Medium

What Are Recent G2 Reviews of Basis?

Drivepoint

Drivepoint is the AI finance platform built exclusively for consumer brands. It connects DTC, Amazon, wholesale, and retail data from 100+ sources into one live financial model, kept in Excel where your team can check every number, and uses AI agents trained on consumer brand finance to run scenarios, explain variances, generate board-ready reports, and answer finance questions in plain English. Finance teams use Drivepoint for AI scenario modeling, forecasting and budgeting, demand planning, channel expansion analysis, cohort and LTV analysis, and executive reporting. Ask a what-if question like "what happens if we raise prices 10%?" and see the full P&L, cash, and inventory impact in minutes, not days. Drivepoint serves DTC, omnichannel, and CPG brands from roughly $5M to $200M+ in revenue. It replaces the fragmented mix of manual spreadsheets, generic FP&A software, and disconnected BI tools that most consumer brand finance teams rely on today. Customers improve EBITDA margins by 6.7 points on average in year one, and one exceptional finance person with Drivepoint replaces three without it.

Average Rating: 4.7/5.0

Total Reviews: 7

How Do G2 Users Rate Drivepoint?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Custom Reporting: 10.0/10 (Category avg: 8.6/10)
  • Extended Planning: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Drivepoint?

  • Seller: Drivepoint
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Boston, MA
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 71% Small, 14% Large

What Are Recent G2 Reviews of Drivepoint?

ProfitCents

ProfitCents is a web-based financial analysis tool used by consultants, accounting professionals, and outsourced CFOs to help their business clients better understand their financial performance. The technology produces easy-to-understand narrative and benchmarking reports that explain the business's strengths and weaknesses relative to past and peer performance. The toolset also includes forecasting capabilities to help accounting firms develop consulting relationships with clients. Learn more at profitcents.com.

Average Rating: 4.3/5.0

Total Reviews: 10

How Do G2 Users Rate ProfitCents?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind ProfitCents?

  • Seller: Abrigo
  • Year Founded: 2000
  • HQ Location: Austin, TX
  • Twitter: @weareabrigo
    2,607 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    984 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 60% Medium, 50% Small

What Are Recent G2 Reviews of ProfitCents?

Envisio

Envisio is a strategic planning and performance management platform designed exclusively for public sector organizations to plan, track, manage, and report on progress toward organizational goals. Envisio supports governments, educational institutions, healthcare organizations, and nonprofits that need to align staff with strategic goals, manage projects, and drive community outcomes, all while maintaining transparency and accountability. At its core, Envisio helps organizations connect day-to-day work with higher-level strategic objectives and increase visibility of progress and impact. Rather than functioning solely as a task or project management tool, it focuses on strategy execution, enabling users to define goals, track measurable outcomes, and understand how individual initiatives contribute to broader priorities. Key capabilities and use cases include: Strategic plan management Bring your strategic plan to life. Define strategic priorities, actions, projects, and outcomes and track progress over time. Envisio supports long-range plans, multi-year strategies, and planning frameworks commonly used in the public sector. Performance measurement and reporting The Envisio platform allows teams to monitor KPIs, performance measures, and outcomes through dashboards and structured reports. These views are used to support internal decision-making and external reporting to leadership, boards, or the public. Reports can be auto-generated and scheduled for different audiences. Project management Envisio includes a full suite of project management tools designed for public sector work. Projects, programs, and capital improvement initiatives can be tied directly to strategic goals, helping teams understand how their work supports organizational priorities. Cross-department collaboration Multiple departments and stakeholders can contribute updates within a shared system, reducing reliance on disconnected spreadsheets, documents, or slide decks. Public transparency and trust-building Many organizations use Envisio to share progress publicly through beautiful, research-backed dashboards that explain priorities, show progress, and share results in a compelling, accessible format. AI-assisted reporting and analysis The Envisio platform includes tools that assist with summarizing progress, identifying trends, creating visuals, and generating narrative content to support reporting workflows. Reduction of manual work Organizations that use Envisio report significant time savings around report creation, chasing progress updates, and making decisions. Envisio is typically used by strategy teams, performance managers, executive leadership, city management offices, and departmental leads who are responsible for planning, tracking, and communicating organizational performance. Its features reflect the governance, accountability, accessibility, and reporting needs specific to public sector environments.

Average Rating: 4.7/5.0

Total Reviews: 15

How Do G2 Users Rate Envisio?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Envisio?

  • Seller: Envisio Solutions
  • Company Website:
  • Year Founded: 2012
  • HQ Location: Vancouver, CA
  • Twitter: @Envisioinc
    836 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    43 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration
  • Company Size: 67% Medium, 27% Large

What Do G2 Reviewers Say About Envisio?

AI-generated summary from verified user reviews

Pros
  • Users highly value the excellent customer support from Envisio, noting knowledgeable staff and extensive resources.
  • Users value the accountability features of Envisio, enhancing progress tracking and reporting across various initiatives.
  • Users find Envisio to be easy to use, facilitating quick adoption and effective tracking of initiatives.
  • Users value the extensive training and support offered by Envisio, enhancing their experience and user adoption.
  • Users highlight the user-friendly interface, making it easy to navigate and utilize the platform effectively.
Cons
  • Users face limited reporting capabilities in Envisio, making it difficult to access historical data and updates.
  • Users find the dashboard issues hinder intuitive reporting, but appreciate the quick resolutions to bugs encountered.
  • Users experience a steep learning curve with Envisio, requiring more training than anticipated for effective use.
  • Users face integration difficulties with existing reporting tools, which hampers seamless functionality and efficiency.
  • Users face a steep learning curve with Envisio, but appreciate the helpful resources and support from the team.

What Are Recent G2 Reviews of Envisio?

What Are G2 Users Discussing About Envisio?

Limelight

Limelight is a modern FP&A platform that automates budgeting, forecasting, and narrative reporting for mid-market finance teams. By centralizing data into a single source of truth, Limelight eliminates spreadsheet manual entry and reduces budget cycle times by over 50%. Modern Budgeting & Dynamic Forecasting - Plan faster and adapt with ease using a flexible FP&A platform designed for real-world finance workflows. - Collaborative Budgeting: Model revenue, expenses, and headcount with department-wide alignment. - Agile Forecasting: Move beyond static annual budgets with driver-based rolling forecasts and instant "what-if" scenario analysis. - Workforce Planning: Seamlessly manage headcount and salary modeling with live updates. Real-Time Integration & Reporting Limelight serves as the "Intelligence Layer" for your ecosystem, featuring real-time integration with major ERPs, including Oracle NetSuite, Sage Intacct, Microsoft Dynamics, QBO, and many more. Interactive Dashboards: Track profitability and drill into variances without waiting on manual exports. Limelight Docs: Our dedicated narrative reporting feature allows you to create Live Management Books. These board-ready reports combine financial tables, charts, media, and commentary that stay in sync —eliminating manual updates forever. AI-Powered Insights & Trend Detection Move beyond standard analysis with built-in AI that explains the "why" behind your performance: Anomaly Detection: Automatically identify trends and detect data outliers in real-time. Narrative AI: Surface the key drivers behind budget vs. actual performance with AI-generated commentary that accelerates stakeholder decision-making. Why Finance Leaders Choose Limelight: Designed for ease of use and quick setup, Limelight allows you to transition from manual spreadsheets to an automated environment faster and with a modern Excel experience. With transparent, value-driven pricing, you can transform your finance team from data consolidators into strategic storytellers.

Average Rating: 4.7/5.0

Total Reviews: 15

How Do G2 Users Rate Limelight?

  • Reporting: 8.3/10 (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: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 5.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Limelight?

  • Seller: Limelight Software
  • Year Founded: 2018
  • HQ Location: Toronto, Ontario
  • Twitter: @go_limelight
    28 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 47% Medium, 40% Large

What Do G2 Reviewers Say About Limelight?

AI-generated summary from verified user reviews

Pros
  • Users commend Limelight's exceptional customer support, feeling valued and supported throughout their experience with the product.
  • Users find Limelight's ease of implementation exceptional, simplifying transitions and enhancing overall user experience.
  • Users find Limelight to be very easy to use, simplifying processes and enhancing overall user experience.
  • Users find Limelight incredibly easy to use, enhancing their experience with a simplified approach compared to previous software.
  • Users find Limelight to be incredibly easy to use, enhancing their experience and making workflows seamless.
Cons
  • Users initially faced slow performance with Limelight, though support helped improve functionality significantly.

What Are Recent G2 Reviews of Limelight?

What Are G2 Users Discussing About Limelight?

Semansys

Semansys enables standardized digital reporting based on regulatory requirements and data exchange. Using our unique XBRL (eXtensible Business Reporting Language) Core Engine we generate, validate, deliver, and analyze digital reports on behalf of our customers. Semansys Next, connects to the Semansys Core Engine, giving our customers a smart, yet simple and efficient set of cloud and API applications with ease of use to ensure quality insurance, reliability, valid XBRL documents and meeting their compliancy requirements. The complexity of Taxonomy and XBRL specifications are managed by the Core Engine for rules-based validation, viewing, delivery and analysis requirements allowing our customers to focus on their own company data sets. On financial taxonomy we support, EBA, EIOPA, ESMA, SBR and many local implementations. On sustainability we support CSRD, ESG, ESEF, IFRS, FERC. We make workflow software smarter by connecting it with API’s to Semansys Next. This enables financial consultancy firms, accountancy firms and financial departments for taxonomy compliancy, validation, and delivery. Forging alliances with software companies and financial consultants give end customers a local presence and connectivity to our solutions.

Average Rating: 4.4/5.0

Total Reviews: 11

How Do G2 Users Rate Semansys?

  • Reporting: 9.4/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Semansys?

  • Seller: Semansys
  • Year Founded: 1999
  • HQ Location: The Hague, NL
  • LinkedIn® Page: www.linkedin.com
    45 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 36% Large, 36% Small

What Are Recent G2 Reviews of Semansys?

SoftExpert Suite

SoftExpert Suite is a comprehensive solution designed to address critical business excellence challenges through an integrated multi-application environment. It offers a suite of interconnected components that can be scaled and expanded as business needs evolve, allowing for the incorporation of new functions. The suite aims to facilitate collaborative problem-solving and improve business performance by providing tools for corporate governance, risk management, compliance programs, and continuous business process improvement.

Average Rating: 4.6/5.0

Total Reviews: 20

How Do G2 Users Rate SoftExpert Suite?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind SoftExpert Suite?

  • Seller: SoftExpert
  • Year Founded: 1995
  • HQ Location: Orlando, Florida, United States
  • Twitter: @SoftExpert
    547 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,009 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 48% Medium, 33% Large

What Do G2 Reviewers Say About SoftExpert Suite?

AI-generated summary from verified user reviews

Pros
  • Users value the excellent customer support from SoftExpert Suite, ensuring seamless integration and quick adjustments.
  • Users appreciate the seamless integration of SoftExpert Suite, enhancing daily contract management and support efficiency.
  • Users value the seamless integration of data storage in SoftExpert Suite, enhancing contract management efficiency.
  • Users value the easy integration of document management processes with excellent support for adjustments and implementation.
  • Users value the ease of implementation of SoftExpert Suite, enhancing daily contract processes with excellent support.
Cons
  • Users find that coding difficulty hampers their ability to customize necessary functionalities efficiently.
  • Users find that some functionalities require a complex customization process, which can hinder usability and efficiency.
  • Users find that some functionalities require a complex customization process, making the system harder to navigate.
  • Users find the complex setup necessary for certain functionalities to be a significant hurdle in usability.
  • Users find the customization process complex, making it challenging to implement desired functionalities in SoftExpert Suite.

What Are Recent G2 Reviews of SoftExpert Suite?

What Are G2 Users Discussing About SoftExpert Suite?

Adaptive Compliance

Adaptive Compliance by Confirm (formerly Learning Pool) Adaptive Compliance, part of Confirm, is compliance training that adapts to what people know, how they respond, and where risk is building. It helps organizations move beyond one-size-fits-all training to build real confidence in how their people make decisions when it matters. Most compliance training treats everyone the same. The result? Experienced employees sit through material they already know, while people who need more support can still slip through with a completion tick. Adaptive Compliance takes a different approach. Employees demonstrate what they know through pre-assessments and realistic scenarios. Those who show proficiency can move on. Those who need more support get targeted learning where it matters most. And leaders get a clearer view of capability, behavior, and emerging risk. Key capabilities include: - Adaptive learning paths: Learning responds to each employee’s answers and decisions, adjusting content and difficulty as they progress. - Prove proficiency: Let experienced employees demonstrate what they know rather than making them repeat training they have already mastered. - Real-world scenarios: Test how people apply knowledge and make decisions in situations that reflect the risks they actually face at work. - See where risk is building: Go beyond completion rates to understand behavioral patterns, knowledge gaps, and areas of potential compliance risk across teams and locations. - Smarter recertification: Use performance and proficiency data to create focused, relevant recertification journeys instead of automatically putting everyone through the same training again. - Keep training moving: Update content as policies and regulations change, while automating enrollment, scheduling, reminders, and recurring training. Adaptive Compliance gives organizations a better way to answer the question that matters: Do our people know what to do when it counts? As part of Confirm, it connects compliance learning with a broader view of workforce capability and performance – helping leaders see what’s happening, understand where attention is needed, and act with confidence. Find out more at https://www.confirm.com/products/adaptive-compliance

Average Rating: 4.6/5.0

Total Reviews: 5

How Do G2 Users Rate Adaptive Compliance?

  • Reporting: 5.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 1.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 5.0/10 (Category avg: 8.6/10)
  • Extended Planning: 5.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Adaptive Compliance?

  • Seller: Confirm
  • Year Founded: 2006
  • HQ Location: Derry, Northern Ireland
  • LinkedIn® Page: www.linkedin.com
    445 employees on LinkedIn®
  • Phone: +44 207 101 9383

Who Uses This Product?

  • Company Size: 80% Small, 20% Medium

What Are Recent G2 Reviews of Adaptive Compliance?

What Are G2 Users Discussing About Adaptive Compliance?

Bonrepublic

With Bonrepublic, enable your organization to hold 360° Feedback Sessions to further engage and develop your employees on a sustainable and effective basis. Re- and upskill your employees effectively and foster your company culture by providing continuous and individual Feedback and react with intrinsic recommendations for the suitable measures to let your company stand out in your environment.

Average Rating: 4.7/5.0

Total Reviews: 5

How Do G2 Users Rate Bonrepublic?

  • Reporting: 7.5/10 (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: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 6.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Bonrepublic?

Who Uses This Product?

  • Company Size: 60% Small, 40% Medium

What Are Recent G2 Reviews of Bonrepublic?

What Are G2 Users Discussing About Bonrepublic?

BusinessRadar

BusinessRadar is a completely new way of generating financial reports and forecasts for corporate management. Comprehensive plans and accurate forecasts are created in an instant and they are seamlessly connected to actual data. All relevant aspects of financial statement analysis are included; income statement, cash flow and balance sheet. Real time, virtual group elimination technology both for income statement and balance sheet makes BusinessRadar particularly attractive for groups.

Average Rating: 4.1/5.0

Total Reviews: 11

How Do G2 Users Rate BusinessRadar?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 9.2/10)

Who Is the Company Behind BusinessRadar?

Who Uses This Product?

  • Company Size: 82% Large, 36% Small

What Do G2 Reviewers Say About BusinessRadar?

AI-generated summary from verified user reviews

Pros
  • Users find the customer support team responsive, providing essential guidance when assistance is needed for BusinessRadar.
  • Users find the limited range of features in BusinessRadar obstructive to their business needs.
Cons
  • Users find the complex features of BusinessRadar challenging, impacting their overall experience and usability.
  • Users report missing features in BusinessRadar, leading to a frustrating experience and lack of forecasting clarity.
  • Users find the interface challenging at times, leading to a negative overall experience with BusinessRadar.

What Are Recent G2 Reviews of BusinessRadar?

What Are G2 Users Discussing About BusinessRadar?

JustPerform

JustPerform is a new-age, cloud-native platform that empowers organisations to enhance their budgeting, forecasting, consolidation, and reporting processes. Its user-centric interface, process-oriented approach, and robust governance features facilitate seamless collaboration, fostering business agility. With a high overall rating of 4.7 out of 5 on Gartner Peer Insights, JustPerform offers: -User empowerment through self-service workflows for business users -Streamlined data management via automation for collection, collation, and transformation -Effective governance control with role-based access and granular authorisations -Real-time reports, simulations and dashboards for informed decision-making -Assured data security with SOC2 Type II & ISO 27001 compliance JustPerform has a 100% customer recommendation rating and was rated outstanding in ease of use and scalability across budgeting and consolidation in the 2023 BPM Pulse Research Study. The unified platform has also been termed as a 'Game Changer' for its new virtual model capabilities by Craig Schiff, a business performance management veteran and CEO of BPM Partners.

Average Rating: 4.6/5.0

Total Reviews: 17

How Do G2 Users Rate JustPerform?

  • Reporting: 8.6/10 (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: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind JustPerform?

  • Seller: insightsoftware
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,266 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 47% Large, 47% Medium

What Are Recent G2 Reviews of JustPerform?

ABB Analyze

Glimpse is a "PUSH" informatics service designed to help business owners measure and track performance, identify growth opportunities, forecast future trends, and compare results among peers.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate ABB Analyze?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Custom Reporting: 10.0/10 (Category avg: 8.6/10)
  • Extended Planning: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind ABB Analyze?

  • Seller: Glimpse Live
  • Year Founded: 1989
  • HQ Location: Coral Springs, Florida, United States
  • Twitter: @GlimpseLive
    2 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    912 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 50% Small

What Are Recent G2 Reviews of ABB Analyze?

What Are G2 Users Discussing About ABB Analyze?

deFacto Planning

Finance and operations leaders face a shared problem: they are accountable for plans they cannot fully defend. Data is scattered across disconnected spreadsheets. Tools are siloed. Teams work from different model versions, and by the time a forecast is reconciled, it is already out of date. According to the BPM Partners 2024 BPM Pulse Survey, 82% of planning teams say the process is labor-intensive, and 79% say planning takes too long. The problem is not effort. It is architecture. deFacto is a Microsoft-native Integrated Business Planning (IBP) platform built to solve this at the foundation. It connects strategy, finance, and operations in a single continuously updated model, so when a driver changes, every plan reflects it automatically. No manual reconciliation. No version 7. No board question that cannot be answered in the room. Built on Excel, Power BI, and Azure, deFacto works inside the tools your finance and operations teams already use. This drives adoption without retraining, maintains IT governance, and delivers a single version of the truth across the organization. deFacto supports enterprise-wide planning across all functional areas: finance, FP&A, tax, sales, supply chain, and operations. Driver-based modeling connects operational inputs directly to financial outcomes. Scenario analysis runs in real time, leaders evaluate the impact of a decision before committing to it. Key platform capabilities: 1. Driver-based financial and operational modeling 2. Continuous and rolling forecasting 3. Real-time scenario analysis and what-if modeling 4. Workflow collaboration across finance and operations 5. AI-supported forecasting with transparent, auditable outputs 6. No-code model configuration, business users build and deploy without IT dependency 7. Flexible deployment: cloud, on-premise, or hybrid The results are measurable. Customers reduce forecast cycle times by 30–50%. Reconciliation time drops by 50% or more. Finance and operations align on one plan, without a parallel rebuild. Rated 4.93 Outstanding overall by BPM Partners in the 2025–26 Vendor Landscape Matrix, a 100%+ recommendation rate. Named a Core Vendor in the BPM Partners Budgeting & Planning Buyers Guide 2025. deFacto serves mid-market to large enterprise organizations ($200M–$2B revenue) in manufacturing, distribution, healthcare, private equity, and hospitality. Deployed in weeks, not months. Take a free IBP Readiness Evaluation at https://defactoglobal.com/

Average Rating: 3.9/5.0

Total Reviews: 5

How Do G2 Users Rate deFacto Planning?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 3.3/10 (Category avg: 8.4/10)

Who Is the Company Behind deFacto Planning?

  • Seller: deFacto Global
  • HQ Location: Troy, US
  • Twitter: @deFactoCPM
    1,317 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 80% Medium, 20% Large

What Are Recent G2 Reviews of deFacto Planning?

What Are G2 Users Discussing About deFacto Planning?

DFIN ActiveDisclosure

ActiveDisclosure (NYSE: DFIN) streamlines your financial reporting with intuitive easy-to-use software and expert SEC services from the #1 filing agent. Tailored for finance professionals, accountants, and compliance teams, this platform simplifies the complexities of financial reporting by providing a comprehensive suite of tools that facilitate collaboration, data accuracy, and compliance with SEC requirements. The software is particularly beneficial for organizations that require real-time collaboration among team members. With features such as Excel Linking, users can seamlessly connect and update financial data from their existing Excel workbooks, ensuring that all documents, presentations, and forms reflect the most current information. This capability is essential for maintaining a single source of truth, which is critical in financial reporting where accuracy is paramount. ActiveDisclosure also includes advanced features such as Track Changes and Health Checks, which enhance the editing process and ensure that all modifications are documented and easily traceable. The Support Binders feature provides a centralized location for all relevant documentation, making it easier for teams to access necessary materials during the reporting process. Additionally, the responsible AI iXBRL Tagging functionality simplifies the tagging of financial data for regulatory submissions, streamlining the filing process and reducing the risk of errors. The platform offers DFIN University Certifications, which equip users with the knowledge and skills needed to maximize the software's capabilities. This educational component ensures that teams are not only proficient in using ActiveDisclosure but also stay informed about best practices in financial reporting and compliance. By combining intuitive software with expert SEC services, ActiveDisclosure stands out as a robust solution for organizations looking to enhance their financial reporting processes. ActiveDisclosure is designed to meet the needs of finance professionals who require a reliable, efficient, and collaborative approach to financial reporting. Its unique features and focus on real-time collaboration make it a valuable tool for organizations aiming to improve their financial disclosure practices while ensuring compliance with regulatory standards.

Average Rating: 4.7/5.0

Total Reviews: 23

How Do G2 Users Rate DFIN ActiveDisclosure?

  • Reporting: 9.7/10 (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: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind DFIN ActiveDisclosure?

Who Uses This Product?

  • Company Size: 74% Medium, 22% Large

What Do G2 Reviewers Say About DFIN ActiveDisclosure?

AI-generated summary from verified user reviews

Pros
  • Users highlight the excellent customer support from DFIN ActiveDisclosure, appreciating their responsiveness and helpfulness.
  • Users find DFIN ActiveDisclosure to be easy to use and intuitive, enhancing productivity with excellent customer support.
  • Users find DFIN ActiveDisclosure to be intuitive and user-friendly, facilitating easy self-learning and productivity.
  • Users value the automatic updates of DFIN ActiveDisclosure, benefiting from continual improvements and new features.
  • Users appreciate the real-time collaboration feature in DFIN ActiveDisclosure, benefiting from consistent updates and new functionalities.
Cons
  • Users find the XBRL tagging bugs cumbersome, leading to a complicated and time-consuming review process.
  • Users find the XBRL tagging process cumbersome, making it a complicated and time-consuming task to address issues.
  • Users find the initial setup complex, requiring effort to transition to the linking functionality effectively.
  • Users find the difficult formatting and spell check features less user-friendly, indicating room for improvement.
  • Users find the difficult setup of DFIN ActiveDisclosure to be a challenging initial hurdle for effective use.

What Are Recent G2 Reviews of DFIN ActiveDisclosure?

What Are G2 Users Discussing About DFIN ActiveDisclosure?

Planir

Planir, formerly Claryx.ai, replaces spreadsheet-heavy reporting, consolidation, forecasting and planning for Finance teams managing growing multi-entity complexity. Many Finance teams still run these processes across disconnected ERP exports and Excel workbooks. Data must be collected from different entities and account structures have to be aligned manually. This results in reporting becoming difficult to reconcile, govern and trace. Connect NetSuite, Microsoft Dynamics 365 and SAP to one governed source of truth. Planir standardizes financial data across source systems, consolidates multiple entities and currencies, automates intercompany eliminations and preserves traceability back to the underlying numbers. On this foundation, Planir agents prepare the first draft of work Finance teams would otherwise build manually, including budgets, forecasts, management reports, dashboards and variance analysis. Finance reviews the assumptions, adjusts the output and approves the result. Planir is built for Financial Controllers, CFOs and FP&A teams managing multiple entities, systems and reporting requirements. It supports businesses that have outgrown spreadsheet-led processes but want a faster and more adaptable alternative to a traditional enterprise EPM implementation. Fast to deploy, multidimensional by design and built around the ERP and regulatory realities of APAC. Planir is SOC 2 Type II certified and ISO 27001 certified, with role-based access, complete audit trails and governed Finance workflows.

Average Rating: 5.0/5.0

Total Reviews: 4

How Do G2 Users Rate Planir?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 10.0/10 (Category avg: 8.6/10)
  • Extended Planning: 10.0/10 (Category avg: 8.4/10)

Who Is the Company Behind Planir?

Who Uses This Product?

  • Company Size: 75% Small, 25% Large

What Are Recent G2 Reviews of Planir?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated April 9, 2026