Total Products under this Category: 276
Last updated: August 01, 2026
Why You Can Trust G2's Software 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.
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)
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Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.
Average Rating: 4.6/5.0
Total Reviews: 110
AI-generated summary from verified user reviews
"Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"
Rating: 5.0/5.0 stars
— Maria M.
"Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"
Rating: 4.5/5.0 stars
— Gowtham R.
With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt.
Average Rating: 4.2/5.0
Total Reviews: 750
AI-generated summary from verified user reviews
"SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place"
Rating: 5.0/5.0 stars
— Muzammil M.
"Reliable & User-Friendly Analytics Tool"
Rating: 4.0/5.0 stars
— sagar i.
Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.
Average Rating: 4.4/5.0
Total Reviews: 303
AI-generated summary from verified user reviews
"Ideal solution for improving business performance"
Rating: 4.5/5.0 stars
— Lorenzo L.
"Flexible All-in-One Platform for Planning, Reporting, and Analytics"
Rating: 5.0/5.0 stars
— Constantinos A.
Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.
Average Rating: 4.7/5.0
Total Reviews: 195
AI-generated summary from verified user reviews
"Seamless Database Queries in Google Sheets with Responsive Support"
Rating: 4.5/5.0 stars
— Verified User in Marketing and Advertising
"Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"
Rating: 5.0/5.0 stars
— Ellen Dericks C.
The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.
Average Rating: 4.3/5.0
Total Reviews: 73
AI-generated summary from verified user reviews
"CCH Tagetik – Personal Feedback"
Rating: 5.0/5.0 stars
— Dawid N.
"Streamlined Financial Planning with Robust Features, Steep Learning Curve"
Rating: 4.5/5.0 stars
— Charles M.
Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.
Average Rating: 4.8/5.0
Total Reviews: 59
AI-generated summary from verified user reviews
"Acterys - An innovative solution"
Rating: 5.0/5.0 stars
— Luis C.
"Initially bought it for FP&A and now use it for so much more"
Rating: 5.0/5.0 stars
— Verified User in Venture Capital & Private Equity
SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control.
Average Rating: 4.3/5.0
Total Reviews: 774
AI-generated summary from verified user reviews
"Effective Data Analysis with SAS Viya"
Rating: 4.5/5.0 stars
— Fungai J.
"SAS Viya: Powerful AI & Data Analysis with Seamless Integrations"
Rating: 5.0/5.0 stars
— Verified User in Hospital & Health Care
Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting.
Average Rating: 4.7/5.0
Total Reviews: 85
AI-generated summary from verified user reviews
"Excellent Value for Xero Consolidation with Fast, Responsive Support"
Rating: 4.5/5.0 stars
— Verified User in Financial Services
"Outstanding support experience with Joiin (especially Kyle)"
Rating: 5.0/5.0 stars
— Richa J.
Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently.
Average Rating: 4.7/5.0
Total Reviews: 151
AI-generated summary from verified user reviews
"Efficient Financial Planning with Excellent Support"
Rating: 4.5/5.0 stars
— Josh A.
"Powerful consolidation tool that handles our complex multi-entity setup with ease"
Rating: 5.0/5.0 stars
— Amy F.
Solver est une solution de planification et d'analyse financière étendue (xFP&A) accélérée par l'IA qui augmente l'accès à des informations exploitables au-delà du département financier pour accélérer les décisions intelligentes. La technologie d'intégration brevetée QuickStart permet un accès immédiat à une collection de modèles industriels personnalisables, permettant aux utilisateurs de la finance et de la gestion d'optimiser leurs processus de planification, de reporting, de consolidation et d'analyse. Les utilisateurs peuvent démarrer rapidement, en tirant parti de la fonctionnalité familière basée sur Excel pour créer n'importe quel rapport et modèle de planification. Solver transforme les données organisationnelles en un avantage stratégique avec Solver Copilot pour un succès basé sur les données. La suite tout-en-un Solver consolide les informations de n'importe quelle source de données pour fournir une source unique de vérité. Connecté avec le budget et les prévisions de Solver, l'outil de planification complet de Solver permet aux organisations de gérer les budgets, de créer des rapports détaillés et d'automatiser les prévisions, le tout en un seul endroit. Ces informations sont ensuite présentées sous forme de graphiques et de tableaux de bord facilement partageables. Solver fournit aux organisations une source de données fiable pour prendre des décisions intelligentes et précises de manière efficace. Pour en savoir plus, visitez www.solverglobal.com.
Average Rating: 4.5/5.0
Total Reviews: 250
AI-generated summary from verified user reviews
"Solver accélère la production de rapports prêts à l'emploi"
Rating: 4.5/5.0 stars
— Chavarous K.
"Rapports sans effort avec une intégration transparente"
Rating: 5.0/5.0 stars
— tom c.
For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT.
Average Rating: 4.6/5.0
Total Reviews: 48
Rating: 4.5/5.0 stars
— Geremie L.
"User-Friendly, Hassle-Free Daily Lenses from Order to Delivery"
Rating: 5.0/5.0 stars
— KeiAsia H.
Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: *Get AI-generated business insights * Automate manual tasks * Eliminate version control issues * Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.
Average Rating: 4.5/5.0
Total Reviews: 144
AI-generated summary from verified user reviews
"Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features"
Rating: 4.5/5.0 stars
— Kyle C.
"Excel-Native Powerhouse with Seamless Integrations and Responsive Support"
Rating: 4.0/5.0 stars
— Chris K.
The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses.
Average Rating: 4.9/5.0
Total Reviews: 46
AI-generated summary from verified user reviews
Rating: 5.0/5.0 stars
— Cassie C.
"Seamless Onboarding and Outstanding Support"
Rating: 5.0/5.0 stars
— Rebecca S.
Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.
Average Rating: 4.7/5.0
Total Reviews: 194
AI-generated summary from verified user reviews
"Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync"
Rating: 5.0/5.0 stars
— Brandy B.
"Beyond Spreadsheets: Forecasting That Drives Better Decisions"
Rating: 5.0/5.0 stars
— Teresa T.
Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.
Average Rating: 4.4/5.0
Total Reviews: 199
AI-generated summary from verified user reviews
"Visual, User-Friendly, and Unmatched Support"
Rating: 5.0/5.0 stars
— Liza T.
"User-Friendly with Integration Challenges"
Rating: 4.5/5.0 stars
— Patrick F.
