Best FP&A Software - Page 5

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.

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Planacy

Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams!

Average Rating: 4.6/5.0

Total Reviews: 49

How Do G2 Users Rate Planacy?

  • Reporting: 9.0/10 (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: 9.0/10 (Category avg: 8.6/10)
  • Extended Planning: 8.7/10 (Category avg: 8.4/10)

Who Is the Company Behind Planacy?

  • Seller: Planacy
  • Year Founded: 2015
  • HQ Location: Stockholm, SE
  • Twitter: @planacy
    31 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    40 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Business Controller
  • Top Industries: Information Technology and Services
  • Company Size: 73% Medium, 18% Small

What Do G2 Reviewers Say About Planacy?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of budgeting management in Planacy, enabling efficient and collaborative financial planning for teams.
  • Users highlight the collaborative features of Planacy, enhancing team communication and streamlining financial planning processes.
  • Users appreciate the ease of use of Planacy, finding it efficient and time-saving for financial planning tasks.
  • Users find Planacy to be a highly efficient tool, significantly streamlining budgeting and forecasting processes.
  • Users appreciate the ease of use and efficiency of Planacy, streamlining budgeting and forecasting processes effectively.
Cons
  • Users find the initial setup and data extraction of Planacy to be time-consuming and lacking in detailed guidance.
  • Users find difficult customization with Planacy, especially during setup and data extraction for analysis.
  • Users find the difficult setup of Planacy can be time-consuming and requires substantial effort for customization.
  • Users find the insufficient documentation in Planacy hinders effective data extraction and slows down initial setup efforts.
  • Users find limited customization in Planacy, making initial setup and data extraction more complex than desired.

What Are Recent G2 Reviews of Planacy?

UTrakk

UTrakk helps managers boost their impact in delivering their roles, driving operational performance, by focusing on improving competitive performance and employee experience. UTrakk digitalizes Proaction International's years of expertise in continuous improvement and introduces a groundbreaking technology, bringing organizations'​ management effectiveness to the next level.

Average Rating: 4.6/5.0

Total Reviews: 41

How Do G2 Users Rate UTrakk?

  • Reporting: 9.2/10 (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: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind UTrakk?

Who Uses This Product?

  • Top Industries: Food Production, Manufacturing
  • Company Size: 73% Medium, 17% Small

What Do G2 Reviewers Say About UTrakk?

AI-generated summary from verified user reviews

Pros
  • Users find UTrakk's ease of use invaluable for managing checklists, meetings, and project tracking efficiently.
  • Users find UTrakk enhances efficiency, improving management visibility and streamlining daily processes for better performance tracking.
  • Users value the productivity improvement UTrakk offers, streamlining processes and enhancing managerial organization and performance tracking.
  • Users value UTrakk's Coaching Professionalism, which effectively promotes guidance while upholding company values.
  • Users appreciate the excellent customer support of UTrakk, highlighting direct access to advisors and ticketing options.
Cons
  • Users desire enhanced interconnectivity with dashboard (BI) tools to improve their data integration and analysis capabilities.
  • Users find UTrakk's interface to have difficult navigation, struggling to locate options efficiently and effectively.
  • Users desire enhanced integration with dashboard (BI) tools to improve functionality and productivity within UTrakk.
  • Users find the navigation issues with UTrakk frustrating, struggling to locate desired options easily.
  • Users find the UI not intuitive, struggling to locate options and navigate effectively within UTrakk.

What Are Recent G2 Reviews of UTrakk?

What Are G2 Users Discussing About UTrakk?

Lucanet

Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy.

Average Rating: 4.7/5.0

Total Reviews: 302

How Do G2 Users Rate Lucanet?

  • Reporting: 8.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.4/10 (Category avg: 8.4/10)

Who Is the Company Behind Lucanet?

  • Seller: Lucanet AG
  • Year Founded: 1999
  • HQ Location: Berlin, Germany
  • Twitter: @LucaNet
    721 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    902 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Financial Services, Accounting
  • Company Size: 60% Small, 34% Medium

What Are Recent G2 Reviews of Lucanet?

What Are G2 Users Discussing About Lucanet?

CALUMO

Calumo is cloud-based financial performance and analysis (FP&A) software that helps businesses streamline their budgeting, forecasting, reporting, and analysis processes. With Calumo, business users can access real-time data from various sources, create interactive dashboards and visualizations, and collaborate with team members through a web browser or Microsoft Office applications. With features such as scenario planning, data modeling, data integration, workflow management, and security and compliance, Calumo helps businesses improve their decision-making, reduce costs, and increase efficiency. Customers appreciate Calumo’s ease of use, flexibility, and integration with Excel.

Average Rating: 4.3/5.0

Total Reviews: 19

How Do G2 Users Rate CALUMO?

  • Reporting: 10.0/10 (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: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.4/10)

Who Is the Company Behind CALUMO?

  • Seller: Calumo
  • Year Founded: 1996
  • HQ Location: Australia - Sydney, Brisbane, Melbourne. USA - Dallas, Texas, AU
  • Twitter: @CALUMO
    159 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Higher Education
  • Company Size: 48% Large, 48% Medium

What Are Recent G2 Reviews of CALUMO?

SAS Intelligent Performance Management

Helps you report, manage and improve the financial performance of your entire organization.

Average Rating: 4.2/5.0

Total Reviews: 16

How Do G2 Users Rate SAS Intelligent Performance Management?

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

Who Is the Company Behind SAS Intelligent Performance Management?

  • Seller: SAS Institute Inc.
  • Year Founded: 1976
  • HQ Location: Cary, NC
  • Twitter: @SASsoftware
    60,863 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18,638 employees on LinkedIn®
  • Phone: 1-800-727-0025

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 38% Small, 38% Medium

What Do G2 Reviewers Say About SAS Intelligent Performance Management?

AI-generated summary from verified user reviews

Pros
  • Users find SAS Intelligent Performance Management to be extremely easy to use, enhancing their data management experience.
  • Users value the easy-to-use budgeting management features of SAS Intelligent Performance Management for effective financial control.
  • Users appreciate the ease of use and effective financial control of SAS Intelligent Performance Management for budgeting and forecasting.
  • Users value the accuracy of reports in SAS Intelligent Performance Management, noting its simplicity in generating them.
  • Users value the ease of data analysis with SAS Intelligent Performance Management, praising its user-friendly interface and effectiveness.
Cons
  • Users find the downloading template needs improvement for easier accessibility and a cleaner layout.
  • Users face challenges with integration and existing data migration, which detracts from the overall experience of SAS Intelligent Performance Management.
  • Users find the excessive detail and clutter in the new layout overwhelming and unnecessary for effective use.
  • Users find the insufficient information on downloading templates limits their ability to save and resume work effectively.
  • Users face integration difficulties during data migration, which impacts their experience despite the product's overall effectiveness.

What Are Recent G2 Reviews of SAS Intelligent Performance Management?

What Are G2 Users Discussing About SAS Intelligent Performance Management?

Hypergene

Hypergene is a cloud-based software solution designed to facilitate strategic planning, budgeting, forecasting, advanced analysis, performance reporting, and KPI tracking. This comprehensive platform enables organizations to streamline their planning processes while effectively managing strategy, projects, and risk portfolios. By integrating various aspects of financial management into one cohesive system, Hypergene helps users enhance their operational efficiency and decision-making capabilities. Targeted at a diverse range of industries—including professional services, retail, non-profit organizations, transportation, real estate, municipalities, public authorities, and higher education—Hypergene serves as a versatile tool for organizations of all sizes. Its capabilities are particularly beneficial for mid-sized businesses and large enterprises that seek to optimize their financial planning and improve agility in a competitive market. The platform’s design caters to users who require robust analytics and reporting features to support their strategic initiatives. One of the key features of Hypergene is its integrated planning and performance management capabilities, which allow users to seamlessly connect budgeting, forecasting, and reporting within a single platform. This integration not only simplifies the planning process but also enhances collaboration and transparency across departments, fostering improved communication and accountability. Additionally, Hypergene’s advanced analytics and data visualization tools provide real-time insights through powerful dashboards and performance metrics, enabling organizations to make informed decisions based on accurate data. Hypergene also emphasizes data quality and security through its cloud-based architecture, ensuring that sensitive information is protected while remaining accessible to authorized users. The platform’s ability to integrate with Deltek's project and resource planning solution further enhances its functionality, making it a valuable asset for organizations looking to align their strategic goals with measurable actions. With a reported 96% of users experiencing more efficient planning cycles, Hypergene stands out as a solution that not only meets the needs of its users but also drives significant improvements in decision-making processes. In summary, Hypergene is a comprehensive tool for organizations aiming to elevate their strategic and financial management. Its intuitive interface, powerful features, and commitment to customer-driven innovation make it an ideal choice for businesses ready to enhance their planning and performance management capabilities.

Average Rating: 3.7/5.0

Total Reviews: 12

How Do G2 Users Rate Hypergene?

  • Reporting: 7.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 7.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 5.5/10 (Category avg: 8.6/10)
  • Extended Planning: 7.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Hypergene?

  • Seller: Hypergene
  • Company Website:
  • Year Founded: 2000
  • HQ Location: Malmö, SE
  • LinkedIn® Page: www.linkedin.com
    185 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 62% Medium, 23% Large

What Do G2 Reviewers Say About Hypergene?

AI-generated summary from verified user reviews

Pros
  • Users find Hypergene to be exceptionally easy to use, making it ideal for occasional users and diverse tasks.
  • Users praise the efficient customer support of Hypergene, enhancing the overall user experience significantly.
  • Users commend the efficient and friendly customer support from Hypergene, ensuring a smooth implementation and ongoing assistance.
  • Users value the flexibility of Hypergene, enhancing planning, budgeting, and user experience seamlessly.
  • Users cherish the effective organizational capabilities of Hypergene, enabling streamlined processes and insightful analysis of services.
Cons
  • Users find the learning curve steep, struggling with the complexity and lack of intuitive design in Hypergene.
  • Users find Hypergene's interface not intuitive, making it challenging to understand information and complete tasks effectively.
  • Users find the complexity of information in Hypergene makes it challenging to navigate and understand effectively.
  • Users find the high complexity of Hypergene challenging, often struggling to understand essential information and tasks.
  • Users find the missing features in Hypergene frustrating, requiring excessive customization to meet their needs.

What Are Recent G2 Reviews of Hypergene?

Dploy Solutions

Dploy Solutions is a SaaS based software suite with Strategic Planning, KPI Management and Project Management solutions. Dploy's platform development has been customer driven over the past 20 years, which has given us a competitive edge for scaling to any size organization and across many industries. Dploy has helped hundreds of brands achieve their strategic objectives faster and drive continuous improvement through standardized KPI Management. As organizations grow and add complexity, the viable solutions for strategic alignment and standardized daily management become limited. This results in every department operating independently with limited visibility in reporting. Dploy provides the tools to help align your business activity and gives you clear visibility to every level of the organization to ensure everyone is working in the same direction. And when the strategy is to change the organizational footprint, Dploy easily adapts without the need for IT involvement.

Average Rating: 4.5/5.0

Total Reviews: 32

How Do G2 Users Rate Dploy Solutions?

  • Reporting: 9.0/10 (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: 8.0/10 (Category avg: 8.6/10)
  • Extended Planning: 9.3/10 (Category avg: 8.4/10)

Who Is the Company Behind Dploy Solutions?

Who Uses This Product?

  • Top Industries: Retail, Financial Services
  • Company Size: 69% Medium, 22% Large

What Are Recent G2 Reviews of Dploy Solutions?

What Are G2 Users Discussing About Dploy Solutions?

MODLR

MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible.

Average Rating: 4.9/5.0

Total Reviews: 11

How Do G2 Users Rate MODLR?

  • 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: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind MODLR?

  • Seller: MODLR
  • Year Founded: 2015
  • HQ Location: Sydney, New South Wales
  • Twitter: @TeamMODLR
    286 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Small, 33% Medium

What Are Recent G2 Reviews of MODLR?

What Are G2 Users Discussing About MODLR?

Place

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy.

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate Place?

  • Reporting: 7.5/10 (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: 7.8/10 (Category avg: 8.6/10)
  • Extended Planning: 9.2/10 (Category avg: 8.4/10)

Who Is the Company Behind Place?

  • Seller: Place Technology
  • Year Founded: 2018
  • HQ Location: Austin, Texas
  • Twitter: @PlaceTechnology
    117 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 50% Small, 50% Medium

What Are Recent G2 Reviews of Place?

Qvantum

QVANTUM is an innovative business planning software that stands out for its efficiency and user-friendliness. With its cloud-based SaaS solution, companies eliminate the inaccuracies and risks of traditional spreadsheets, enabling decentralized, collaborative real-time planning to fully unlock business potential. Managers, controllers, and planning leads benefit from seamless integration into any organizational environment and immediate access to specialized features for operational and integrated financial planning. Customizable templates, such as those for P&L, personnel costs, sales, and cost centers, allow planning and forecasting processes to be optimized quickly and efficiently. Moving beyond Excel, smooth and efficient planning workflows become the new standard. Clients include renowned companies of all sizes and industries, such as SALOMON FoodWorld, ONSKINERY, and Coop Mineraloel. QVANTUM is a brand of Thinking Networks AG, a subsidiary of Buhl Data Service GmbH. www.getqvantum.com

Average Rating: 4.1/5.0

Total Reviews: 18

How Do G2 Users Rate Qvantum?

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

Who Is the Company Behind Qvantum?

Who Uses This Product?

  • Top Industries: Non-Profit Organization Management
  • Company Size: 78% Medium, 17% Small

What Do G2 Reviewers Say About Qvantum?

AI-generated summary from verified user reviews

Pros
  • Users find the ease of understanding in Qvantum allows for quick insights and actionable data conversion.
  • Users value the efficiency of Qvantum for quickly extracting insights and translating them into actionable items.
  • Users find efficiency improvement in Qvantum, easily turning data insights into actionable strategies.
  • Users find it quick and efficient to extract insights from data and turn them into actionable items.
  • Users find the speed of insights extraction from Qvantum invaluable for transforming data into actionable items.
Cons
  • Users experience a lack of customization at an advanced analytics level, limiting their ability to tailor the product.
  • Users find limited customization options frustrating, particularly for advanced analytics needs in Qvantum.

What Are Recent G2 Reviews of Qvantum?

Runway Financial

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence.

Average Rating: 4.8/5.0

Total Reviews: 38

How Do G2 Users Rate Runway Financial?

  • Reporting: 7.7/10 (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: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Runway Financial?

  • Seller: Runway Financial
  • Company Website:
  • Year Founded: 2020
  • HQ Location: San Francisco, CA
  • Twitter: @runwayco
    8,010 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 53% Small, 47% Medium

What Do G2 Reviewers Say About Runway Financial?

AI-generated summary from verified user reviews

Pros
  • Users commend Runway Financial's exceptional customer support, highlighting the team's attentiveness and quick problem-solving abilities.
  • Users find Runway Financial to be incredibly easy to use, providing an intuitive system for streamlined financial planning.
  • Users appreciate the easy integrations of Runway Financial, unifying diverse tools for better financial visibility and reporting.
  • Users value the ease of planning in Runway Financial, allowing for comprehensive financial modeling and analysis.
  • Users value the automated integration capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency.
Cons
  • Users warn of a difficult learning curve with Runway Financial, especially for those unfamiliar with SQL or financial terminology.
  • Users find Runway Financial has a steep learning curve, especially for those unfamiliar with SQL and financial terminology.
  • Users face a steep learning curve with Runway Financial, especially when onboarding and familiarizing with terminology.
  • Users face a steep learning curve with Runway Financial, especially if unfamiliar with SQL and financial terminology.
  • Users find the onboarding process complex and require ongoing support for effective use of Runway Financial.

What Are Recent G2 Reviews of Runway Financial?

Solution 7

Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness.

Average Rating: 4.5/5.0

Total Reviews: 32

How Do G2 Users Rate Solution 7?

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

Who Is the Company Behind Solution 7?

  • Seller: Zone & Co
  • Company Website:
  • Year Founded: 2013
  • HQ Location: Boston, MA
  • Twitter: @ZoneandCo
    84 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    301 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Marketing and Advertising
  • Company Size: 81% Medium, 16% Small

What Do G2 Reviewers Say About Solution 7?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Solution 7, appreciating its simple interface and reliable support.
  • Users appreciate the reliable and quick customer support from Solution 7, enhancing their overall experience and efficiency.
  • Users value the Excel integration of Solution 7, enhancing financial data analysis with real-time updates and robust reporting.
  • Users love the easy setup of Solution 7, appreciating smooth data integration and a friendly support team.
  • Users value the user-friendly design and automation of Solution 7, simplifying financial planning and analysis tasks.
Cons
  • Users find the steep learning curve challenging, requiring significant effort to master the advanced features effectively.
  • Users find the complexity of Solution 7 challenging, necessitating specialized IT knowledge for effective management.
  • Users find the customization difficulties of Solution 7 can be overwhelming, though saving templates helps ease the process.
  • Users face integration challenges with Solution 7, as data quality and high costs impact its performance.
  • Users find the difficult setup of Solution 7 to be a time-consuming process that can frustrate the experience.

What Are Recent G2 Reviews of Solution 7?

What Are G2 Users Discussing About Solution 7?

Farseer

Farseer is an enterprise-grade financial planning and performance management platform built for enterprise organizations that need to plan, forecast, and collaborate with speed and precision. Unlike rigid FP&A tools or error-prone spreadsheets, Farseer is designed for scale and flexibility. At the core is our proprietary in-memory calculation engine, Rama, purpose-built for multidimensional financial modeling. Rama processes complex scenarios and simulations in real time, without lag or loss of accuracy. On top of this foundation, we have introduced Farseer AI. Agentic capabilities automate repetitive finance tasks, run continuous scenario testing, and deliver proactive insights directly to decision makers. Finance teams can interact with Farseer AI through natural language, including WhatsApp, to access reports, trigger forecasts, or ask questions on the go. Farseer enables a shift from static planning to dynamic, continuous forecasting and scenario modeling. It drives better decisions, faster execution, and alignment across departments. What sets us apart is real-time collaboration, driver-based planning for accurate forecasting and what-if analysis, lightning-fast performance even on large models, and a modern UX built for finance users.

Average Rating: 4.5/5.0

Total Reviews: 8

How Do G2 Users Rate Farseer?

  • Reporting: 9.0/10 (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: 8.5/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Farseer?

  • Seller: Farseer
  • Year Founded: 2016
  • HQ Location: Zagreb, HR
  • Twitter: @farseerapp
    53 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    33 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Do G2 Reviewers Say About Farseer?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Farseer, appreciating its flexibility and efficiency in financial planning.
  • Users appreciate the Excel integration of Farseer, enabling easy data management and streamlined forecasting processes.
  • Users appreciate the extensive customization options of Farseer, allowing tailored solutions to meet individual needs.
  • Users appreciate the efficiency of Farseer, enjoying faster planning and reduced errors in financial processes.
  • Users value the Excel-like functionality of Farseer, enhancing workflow and simplifying data management for budgeting tasks.
Cons
  • Users note a lack of essential features in Farseer, particularly missing an undo option and graphical model representation.
  • Users find the complexity of setup in Farseer limits automation potential and complicates initial implementation.
  • Users experience long loading times for complex models and lack of an undo feature, affecting usability.
  • Users find the difficult setup of Farseer challenging, despite enjoying smooth performance once configured.
  • Users face a lack of automation due to overly complex model setups rather than software limitations.

What Are Recent G2 Reviews of Farseer?

Oracle Cloud EPM Profitability and Cost Management

Oracle Profitability and Cost Management Cloud includes robust data management capabilities that enable business users to easily map financial and operational data together.

Average Rating: 4.0/5.0

Total Reviews: 12

How Do G2 Users Rate Oracle Cloud EPM Profitability and Cost Management?

  • Reporting: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 6.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.3/10 (Category avg: 8.6/10)
  • Extended Planning: 7.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Oracle Cloud EPM Profitability and Cost Management?

  • 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?

  • Top Industries: Accounting
  • Company Size: 43% Large, 36% Medium

What Do G2 Reviewers Say About Oracle Cloud EPM Profitability and Cost Management?

AI-generated summary from verified user reviews

Pros
  • Users value the cloud services of Oracle Cloud EPM for enhanced performance and streamlined reporting capabilities.
  • Users value the performance and reporting capabilities of Oracle Cloud EPM for effective profitability and cost management.

What Are Recent G2 Reviews of Oracle Cloud EPM Profitability and Cost Management?

What Are G2 Users Discussing About Oracle Cloud EPM Profitability and Cost Management?

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?

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