Best FP&A Software - Page 3

How Many FP&A Software Products Does G2 Track?

Total Products under this Category: 276

Category Stats (Aug 2026)

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

Last updated: August 01, 2026

How Does G2 Rank FP&A Software Products?

Why You Can Trust G2's Software Rankings:

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

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

G2 Grid® for FP&A Software

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

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

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

Sponsored

ClearPoint Strategy

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Visit website

HiBob HRIS

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

Average Rating: 4.5/5.0

Total Reviews: 2,541

How Do G2 Users Rate HiBob HRIS?

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

Who Is the Company Behind HiBob HRIS?

  • Seller: HiBob
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @HiBob_HR
    4,192 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,088 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About HiBob HRIS?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the intuitive interface of HiBob HRIS, which simplifies navigation and enhances the overall user experience.
  • Users find HiBob HRIS easy and intuitive, making HR management straightforward and user-friendly.
  • Users highlight the intuitive design of HiBob HRIS, making navigation and usage seamless for everyone.
  • Users appreciate the helpful support from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
  • Users love the customizability and ease of use in HiBob HRIS, appreciating its user-friendly design and helpful resources.
Cons
  • Users find HiBob HRIS has limited features like reporting and add-ons that restrict their usability and effectiveness.
  • Users find missing features in HiBob HRIS, such as limited automation and lack of essential functions in the app.
  • Users note the limited customization options in HiBob, making it challenging to fully adapt to their needs.
  • Users face integration issues with HiBob HRIS, particularly with performance reviews and third-party software compatibility.
  • Users find HiBob HRIS lacking in flexibility and essential features, impacting their overall user experience.

What Are Recent G2 Reviews of HiBob HRIS?

What Are G2 Users Discussing About HiBob HRIS?

Apliqo

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

Average Rating: 4.9/5.0

Total Reviews: 43

How Do G2 Users Rate Apliqo?

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

Who Is the Company Behind Apliqo?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Apliqo?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Apliqo?

Planning Business Process

Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

Average Rating: 4.2/5.0

Total Reviews: 59

How Do G2 Users Rate Planning Business Process?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Planning Business Process?

  • Seller: Oracle
  • Year Founded: 1977
  • HQ Location: Austin, TX
  • Twitter: @Oracle
    827,997 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    208,078 employees on LinkedIn®
  • Ownership: NYSE:ORCL

Who Uses This Product?

  • Company Size: 69% Large, 33% Medium

What Do G2 Reviewers Say About Planning Business Process?

AI-generated summary from verified user reviews

Pros
  • Users value the integration capabilities and flexibility of custom models offered by Oracle Planning Cloud.
  • Users value the integration capabilities of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine.
Cons
  • Users find the limited features of Oracle Planning Cloud restrict usability, particularly with Smartview's Excel-only integration.
  • Users find the poor interface design limiting, wishing for broader compatibility with modern applications like Google Sheets.

What Are Recent G2 Reviews of Planning Business Process?

What Are G2 Users Discussing About Planning Business Process?

Jet Reports

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

Average Rating: 4.6/5.0

Total Reviews: 23

How Do G2 Users Rate Jet Reports?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.6/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Jet Reports?

  • Seller: insightsoftware
  • 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?

  • Company Size: 65% Medium, 26% Small

What Do G2 Reviewers Say About Jet Reports?

AI-generated summary from verified user reviews

Pros
  • Users praise the intuitive Excel interface of Jet Reports, making financial reporting quick and easy for all skill levels.
  • Users praise the seamless integration with Microsoft Dynamics, making report generation efficient and streamlined.
  • Users praise the reporting efficiency of Jet Reports, highlighting quick, flexible financial reports with real-time data access.
  • Users find the ease of learning Jet Reports intuitive, allowing quick report creation even for beginners.
  • Users value the flexibility in report creation with Jet Reports, enabling customized and efficient financial reporting.
Cons
  • Users find the learning curve steep, requiring significant time investment for maximum benefit from Jet Reports.
  • Users find the learning difficulty significant, requiring time and training to maximize Jet Reports' potential.
  • Users face a steep learning curve with Jet Reports, requiring time and training to maximize its benefits.
  • Users often face performance issues with Jet Reports, experiencing slow report generation and sometimes needing to restart sessions.
  • Users face slow performance with Jet Reports, often forcing them to kill sessions and reload due to delays.

What Are Recent G2 Reviews of Jet Reports?

Vivid Reports CPM

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.

Average Rating: 4.9/5.0

Total Reviews: 17

How Do G2 Users Rate Vivid Reports CPM?

  • Reporting: 9.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.5/10 (Category avg: 8.6/10)
  • Extended Planning: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Vivid Reports CPM?

  • Seller: Vivid Reports
  • HQ Location: Toronto, CA
  • Twitter: @VividReports
    129 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    5 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 59% Medium, 24% Large

What Do G2 Reviewers Say About Vivid Reports CPM?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Vivid Reports CPM, simplifying daily tasks with intuitive features and support.
  • Users find the ease of implementation of Vivid Reports CPM enhances their overall experience and productivity.
  • Users highlight the exceptional customer support of Vivid Reports CPM, noting quick responses and impressive assistance.
  • Users value the customizability of Vivid Reports CPM, allowing tailored solutions for their specific company needs.
  • Users value the ease of use and customizability of Vivid Reports for streamlined reporting and data analysis.
Cons
  • Users find the steep learning curve for Vivid Reports CPM requires extensive training to optimize usage.
  • Users face a significant learning difficulty with Vivid Reports CPM, requiring extensive training to utilize it effectively.
  • Users find that filtering issues slow down their workflow and wish for an "undo" feature for corrections.
  • Users find that insufficient training hampers effective use of Vivid Reports CPM and diminishes its potential benefits.
  • Users struggle with navigation issues, finding it difficult to perform multidimensional lookups effectively in Vivid Reports CPM.

What Are Recent G2 Reviews of Vivid Reports CPM?

EngineBI

EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms.

Average Rating: 4.8/5.0

Total Reviews: 10

How Do G2 Users Rate EngineBI?

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

Who Is the Company Behind EngineBI?

  • Seller: EngineBI
  • Year Founded: 2020
  • HQ Location: Chicago, US
  • Twitter: @RamsayInno
    35 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising
  • Company Size: 60% Small, 40% Medium

What Do G2 Reviewers Say About EngineBI?

AI-generated summary from verified user reviews

Pros
  • Users value the data analysis capabilities of EngineBI, streamlining P&L information and enhancing revenue visibility.
  • Users value the consolidated P&L data in EngineBI, eliminating spreadsheets and enhancing revenue visibility by client.
  • Users commend the ease of use of EngineBI, centralizing P&L info without the hassle of spreadsheets.
  • Users value the Excel integration of EngineBI, streamlining P&L data and enhancing revenue visibility.
  • Users value the consolidated P&L insights of EngineBI, simplifying financial management and reducing reliance on spreadsheets.
Cons
  • Users find difficult navigation initially challenging, requiring time before successfully utilizing EngineBI's features.
  • Users find the difficult setup initially frustrating, but appreciate the tool's eventual benefits for finance reporting.
  • Users face navigation issues initially, requiring time to set up, but benefit greatly once operational.
  • Users find the navigation confusing initially, which delays the setup process despite the tool's overall effectiveness.

What Are Recent G2 Reviews of EngineBI?

Centage

FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities.

Average Rating: 4.5/5.0

Total Reviews: 29

How Do G2 Users Rate Centage?

  • Reporting: 10.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 9.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Centage?

  • Seller: Centage Corporation
  • Year Founded: 2001
  • HQ Location: San Antonio, TX
  • Twitter: @Centage
    1,565 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    60 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 62% Medium, 21% Large

What Do G2 Reviewers Say About Centage?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the wide variety of features in Centage, enhancing financial reporting, budgeting, and forecasting capabilities.
  • Users value the ease of budgeting management with Centage, enhancing their financial planning and forecasting processes.
  • Users appreciate the detailed insights and robust reporting capabilities of Centage, enhancing data understanding and planning.
  • Users value the reporting efficiency of Centage, leveraging various options to enhance their financial planning.
  • Users find it significantly easier to manage budgeting for quarterly plans with Centage, enhancing their financial planning process.
Cons
  • Users experience performance issues with Centage, particularly delays in data reflection and lengthy download processes.
  • Users find difficult customization in Centage, particularly with default views and time-consuming data processes.
  • Users face a time-consuming Excel compatibility process that can take up to 30 minutes for data retrieval.
  • Users face Excel integration issues, requiring a lengthy two-step data download process for accessing current data.
  • Users express a desire for improvements to functionality, specifically wanting Centage to operate more like Excel.

What Are Recent G2 Reviews of Centage?

IDU

IDU is the FP and A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment - connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning - every methodology, governed in one model. • Forecasting - driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations - multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning - transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting - board-ready reports and dashboards that drill from group total to GL transaction. • AI - the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries - from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's #1 FP and A platform. Built for managers. Trusted by finance.

Average Rating: 4.4/5.0

Total Reviews: 56

How Do G2 Users Rate IDU?

  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.7/10 (Category avg: 8.4/10)

Who Is the Company Behind IDU?

  • Seller: IDU
  • Year Founded: 1997
  • HQ Location: Cape Town, South Africa
  • Twitter: @iduSoftware
    2,739 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    66 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Manager
  • Top Industries: Financial Services, Higher Education
  • Company Size: 61% Medium, 29% Large

What Do G2 Reviewers Say About IDU?

AI-generated summary from verified user reviews

Pros
  • Users highlight the user-friendly budgeting tool of IDU, simplifying management account reports and financial performance tracking.
  • Users value the ease of use and adaptability of IDU, making budgeting efficient and customizable for their needs.
  • Users praise the user-friendly budget management tools of IDU, enhancing the ease of financial performance tracking.
  • Users commend the reporting efficiency of IDU, appreciating its seamless functionality and time-saving capabilities.
  • Users love the customizability of IDU, enabling tailored reports and views that fit their business needs perfectly.
Cons
  • Users find the capturing of salaries tedious, making the process cumbersome and time-consuming.
  • Users express frustration over the limited customization of number formatting options, impacting their reporting preferences.
  • Users find the older versions not user-friendly, leading to a less satisfactory experience with the product IDU.
  • Users struggle with refresh issues that hinder the integration of historical data in IDU, affecting usability.
  • Users find the slow performance of IDU does not keep pace with evolving business trends, hindering efficiency.

What Are Recent G2 Reviews of IDU?

What Are G2 Users Discussing About IDU?

Grid

From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards.

Average Rating: 4.6/5.0

Total Reviews: 14

How Do G2 Users Rate Grid?

  • Reporting: 7.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.1/10 (Category avg: 8.6/10)
  • Extended Planning: 6.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Grid?

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 71% Small, 21% Medium

What Do G2 Reviewers Say About Grid?

AI-generated summary from verified user reviews

Pros
  • Users value the easy integrations with Hubspot and other tools, enhancing their data reporting and visualization experience.
  • Users praise the reporting efficiency of Grid, highlighting its easy integration and valuable prebuilt reports and charts.
  • Users value the automation capabilities of SaaSGrid, significantly enhancing their metrics tracking and analysis efficiency.
  • Users value the collaborative insights from SaaSGrid, enabling multiple teams to access vital metrics effortlessly.
  • Users value the outstanding customer support of SaaSGrid, ensuring responsive help for any unique challenges faced.
Cons
  • Users feel that the cost is high now that it's only available for those with significant ARR.
  • Users find it helpful for current metrics, but experience slow performance that hinders forecasted metrics functionality.

What Are Recent G2 Reviews of Grid?

Inspire

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

Average Rating: 4.7/5.0

Total Reviews: 112

How Do G2 Users Rate Inspire?

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

Who Is the Company Behind Inspire?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Inspire?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Inspire?

What Are G2 Users Discussing About Inspire?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 158

How Do G2 Users Rate Jedox?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.7/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • Twitter: @Jedox
    1,673 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    400 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users admire the ease of use of Jedox, noting its intuitive interface and smooth onboarding process.
  • Users value the seamless budgeting management in Jedox, integrating various operations and enhancing data relationships.
  • Users value Jedox for its flexibility, enabling fast implementation and smooth integration with existing systems.
  • Users value Jedox for its effective forecasting capabilities, enhancing planning and streamlining reporting processes significantly.
  • Users value the robust integrations of Jedox, seamlessly connecting data from multiple systems for enhanced planning.
Cons
  • Users find the complex modeling process challenging, especially with large datasets and a less intuitive interface.
  • Users struggle with the learning curve of Jedox, finding it challenging and time-consuming to master the platform.
  • Users find the complexity of model building in Jedox challenging, requiring extensive training and technical expertise.
  • Users find that learning Jedox can be difficult, requiring extensive training and technical expertise for effective use.
  • Users find slow loading times with Jedox, especially for complex reports and opening forms, affecting productivity.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Phocas Software

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

Average Rating: 4.6/5.0

Total Reviews: 188

How Do G2 Users Rate Phocas Software?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Phocas Software?

  • Seller: Phocas Software
  • Company Website:
  • Year Founded: 1999
  • HQ Location: Sydney, AU
  • LinkedIn® Page: www.linkedin.com
    331 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Wholesale, Electrical/Electronic Manufacturing
  • Company Size: 66% Medium, 23% Small

What Do G2 Reviewers Say About Phocas Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Phocas Software, enabling straightforward data interpretation and effective decision-making.
  • Users praise Phocas Software for its intuitive capabilities that simplify data analysis and enhance decision-making.
  • Users value fast and clear data analysis in Phocas Software, facilitating informed decision-making with ease.
  • Users value the easy report creation in Phocas Software, enabling quick, defensible insights for decision-making.
  • Users appreciate the reporting efficiency of Phocas Software, enabling quick, credible insights for informed decision-making.
Cons
  • Users find feature improvements necessary for Phocas Software, particularly in budgeting and user experience at scale.
  • Users note that improvements are needed in data handling, budgeting, and user experience for better efficiency.
  • Users report missing features in Phocas Software, impacting operational efficiency and user experience in complex environments.
  • Users express frustration over missing functionality like real-time data access and limited contract-level intelligence in Phocas Software.
  • Users report encountering bugs and date format issues that complicate setup and lead to time-consuming troubleshooting.

What Are Recent G2 Reviews of Phocas Software?

What Are G2 Users Discussing About Phocas Software?

ClearPoint Strategy

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

Average Rating: 4.6/5.0

Total Reviews: 177

How Do G2 Users Rate ClearPoint Strategy?

  • Reporting: 9.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.1/10 (Category avg: 8.6/10)
  • Extended Planning: 7.9/10 (Category avg: 8.4/10)

Who Is the Company Behind ClearPoint Strategy?

  • Seller: ClearPoint Strategy
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Arlington, VA
  • Twitter: @clearpointstrat
    886 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    31 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration, Non-Profit Organization Management
  • Company Size: 41% Medium, 33% Large

What Do G2 Reviewers Say About ClearPoint Strategy?

AI-generated summary from verified user reviews

Pros
  • Users value the exceptional customer support from ClearPoint, facilitating effective use and customization of the software.
  • Users find the ease of use of ClearPoint Strategy invaluable for effective reporting and team collaboration.
  • Users find ClearPoint Strategy's customer service supportive and responsive, significantly enhancing their overall experience and workflow efficiency.
  • Users find ClearPoint Strategy to be incredibly intuitive, enabling team-wide engagement across various organizational levels.
  • Users love the reporting efficiency of ClearPoint Strategy, simplifying data management and enhancing team collaboration.
Cons
  • Users find a significant learning curve with ClearPoint Strategy, making initial use challenging for new administrators.
  • Users find the learning difficulty of ClearPoint Strategy challenging, especially with its video tutorials and user interface.
  • Users find that limited customization options hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy.
  • Users feel that the interface could be more intuitive, with a learning curve for new users and task navigation challenges.
  • Users find the difficult setup process of ClearPoint Strategy to be complex and time-consuming, hindering usability.

What Are Recent G2 Reviews of ClearPoint Strategy?

What Are G2 Users Discussing About ClearPoint Strategy?

Vareto

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

Average Rating: 4.8/5.0

Total Reviews: 56

How Do G2 Users Rate Vareto?

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

Who Is the Company Behind Vareto?

  • Seller: Vareto
  • Year Founded: 2020
  • HQ Location: Mountain View, CA
  • Twitter: @VaretoApp
    91 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    21 employees on LinkedIn®

Who Uses This Product?

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

What Are Recent G2 Reviews of Vareto?

Spotlight Reporting

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

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

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

Who Is the Company Behind Spotlight Reporting?

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

Who Uses This Product?

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

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

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