# Best FP&A Software - Page 2 ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 277 ### Category Stats (Jul 2026) - **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Corporater Business Management Platform (+7.14%) - Among all products in this category, Corporater Business Management Platform recorded the largest rating increase compared to last month _Last updated: July 14, 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 - 277+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for FP&A Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1196) Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Planful. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=planful) **Sponsored** ### Cube 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=paid_promo&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-07-31T10%3A31%3A33Z&secure%5Bmedium%5D=sponsored&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122537&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fpage%3D2%26source%3Dsearch&secure%5Btoken%5D=798a1e9d78b7b882f38b4655acd4f8f4f4a631240584722e93f55351547aa1bd&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2Fuse-cases%3FhsLang%3Den&secure%5Burl_type%5D=paid_promos) ### [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. **Average Rating:** 4.6/5.0 **Total Reviews:** 110 #### How Do G2 Users Rate Pigment? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Pigment? - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** www.pigment.com - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website) 711 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 73% Medium, 20% Large #### What Do G2 Reviewers Say About Pigment? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve. - Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting. - Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly. - Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available. - Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities. ##### Cons - Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency. - Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment. - Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options. - Users often face **connectivity issues** with Pigment, especially when working with large volumes of data. - Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts. #### What Are Recent G2 Reviews of Pigment? **["Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"](https://www.g2.com/survey_responses/pigment-review-12723711)** **Rating:** 4.5/5.0 stars _— Gowtham R._ [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) **["Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"](https://www.g2.com/survey_responses/pigment-review-12511185)** **Rating:** 5.0/5.0 stars _— Maria M._ [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) ### [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt. **Average Rating:** 4.2/5.0 **Total Reviews:** 750 #### How Do G2 Users Rate SAP Analytics Cloud? - **Reporting:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.6/10 (Category avg: 8.6/10) - **Extended Planning:** 8.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind SAP Analytics Cloud? - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** www.sap.com - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Consultant, Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 49% Large, 28% Medium #### What Do G2 Reviewers Say About SAP Analytics Cloud? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** in SAP Analytics Cloud, facilitating effortless data understanding and streamlined reporting. - Users appreciate the **wide range of data connectivity options** in SAP Analytics Cloud, enhancing integration and analytics capabilities. - Users value the **interactive dashboards** of SAP Analytics Cloud, which enhance data clarity and user customization. - Users value the **easy integrations** of SAP Analytics Cloud, enjoying seamless connectivity and efficient data analysis across projects. - Users appreciate the **wide range of data connectivity and predictive analytics** in SAP Analytics Cloud for effective decision-making. ##### Cons - Users experience **slow performance** with SAP Analytics Cloud, particularly when working with complex datasets and large models. - Users face a **steep learning curve** with SAP Analytics Cloud, requiring training to navigate its complex features effectively. - Users find the **steep learning curve** challenging, especially without guidance for navigating SAP Analytics Cloud's features. - Users experience significant **performance issues** with SAP Analytics Cloud, particularly with large datasets and complex calculations. - Users experience **slow performance with large datasets** , making complex analyses cumbersome and time-consuming. #### What Are Recent G2 Reviews of SAP Analytics Cloud? **["SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)** **Rating:** 5.0/5.0 stars _— Muzammil M._ [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514) **["Reliable & User-Friendly Analytics Tool"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)** **Rating:** 4.0/5.0 stars _— sagar i._ [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706) #### What Are G2 Users Discussing About SAP Analytics Cloud? - [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments - [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote - [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment - [How does SAP Analytics calculate average cloud?](https://www.g2.com/discussions/how-does-sap-analytics-calculate-average-cloud) - [What is predictive analytics software?](https://www.g2.com/discussions/sap-predictive-analytics-what-is-predictive-analytics-software) - 1 comment ### [Coefficient](https://www.g2.com/products/coefficient/reviews) 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 #### How Do G2 Users Rate Coefficient? - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Coefficient? - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** coefficient.io - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient\_io 346 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website) 71 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Medium, 34% Small #### What Do G2 Reviewers Say About Coefficient? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity. - Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time. - Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing. - Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management. ##### Cons - Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues. - Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets. - Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration. - Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports. - Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats. #### What Are Recent G2 Reviews of Coefficient? **["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)** **Rating:** 5.0/5.0 stars _— Ellen Dericks C._ [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) **["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)** **Rating:** 4.5/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229) ### [Board](https://www.g2.com/products/board/reviews) Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. **Average Rating:** 4.4/5.0 **Total Reviews:** 302 #### How Do G2 Users Rate Board? - **Reporting:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Board? - **Seller:** [Board International](https://www.g2.com/sellers/board-international) - **Company Website:** www.board.com - **Year Founded:** 1994 - **HQ Location:** Chiasso, Ticino - **Twitter:** @BoardSoftware 27,073 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website) 932 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Software Engineer, Software Developer - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Medium, 40% Large #### What Do G2 Reviewers Say About Board? _AI-generated summary from verified user reviews_ ##### Pros - Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions. - Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes. - Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient. - Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform. - Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly. ##### Cons - Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation. - Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency. - Users often find **missing features** in report creation limits their ability to effectively utilize the platform. - Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling. - Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets. #### What Are Recent G2 Reviews of Board? **["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)** **Rating:** 5.0/5.0 stars _— Constantinos A._ [Read full review](https://www.g2.com/survey_responses/board-review-13173372) **["Almost Unlimited Flexibility Across Data Models, Workflows, and Reports"](https://www.g2.com/survey_responses/board-review-12625234)** **Rating:** 4.5/5.0 stars _— Peter T._ [Read full review](https://www.g2.com/survey_responses/board-review-12625234) #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. **Average Rating:** 4.3/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate CCH Tagetik? - **Reporting:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 8.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind CCH Tagetik? - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Company Website:** www.wolterskluwer.com - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters\_Kluwer 17,786 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website) 22,177 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Banking, Insurance - **Company Size:** 57% Large, 27% Medium #### What Do G2 Reviewers Say About CCH Tagetik? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks. - Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks. - Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes. - Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting. - Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes. ##### Cons - Users find the **learning curve steep** initially, but key functions become manageable with training and experience. - Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training. - Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies. - Users find the **usability complex** , requiring substantial effort and training for effective implementation and use. - Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding. #### What Are Recent G2 Reviews of CCH Tagetik? **["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)** **Rating:** 4.5/5.0 stars _— Charles M._ [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652) **["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)** **Rating:** 5.0/5.0 stars _— Dawid N._ [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012) #### What Are G2 Users Discussing About CCH Tagetik? - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) ### [Acterys](https://www.g2.com/products/acterys/reviews) 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 #### How Do G2 Users Rate Acterys? - **Reporting:** 9.7/10 (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:** 9.6/10 (Category avg: 8.6/10) - **Extended Planning:** 9.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Acterys? - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions 1,347 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website) 706 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 66% Small, 29% Medium #### What Do G2 Reviewers Say About Acterys? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation capabilities** of Acterys for seamlessly integrating and customizing planning processes in Power BI. - Users value the **seamless connectivity** of Acterys, enabling effortless integration with multiple data sources and tools. - Users value the **easy integrations** in Acterys, facilitating seamless connections with data sources and enhancing productivity. - Users appreciate the **intuitive integration with Power BI** and reliable write-back features that save time in planning. - Users appreciate the **seamless data integrations** in Acterys, facilitating smooth workflows and efficient planning processes. #### What Are Recent G2 Reviews of Acterys? **["Acterys - An innovative solution"](https://www.g2.com/survey_responses/acterys-review-11449495)** **Rating:** 5.0/5.0 stars _— Luis C._ [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) **["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/survey_responses/acterys-review-9657795)** **Rating:** 5.0/5.0 stars _— Verified User in Venture Capital & Private Equity_ [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) 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 #### How Do G2 Users Rate SAS Viya? - **Reporting:** 8.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.2/10 (Category avg: 8.6/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind SAS Viya? - **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2) - **Company Website:** www.sas.com - **Year Founded:** 1976 - **HQ Location:** Cary, NC - **Twitter:** @SASsoftware 60,863 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website) 18,638 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Student, Biostatistician - **Top Industries:** Pharmaceuticals, Banking - **Company Size:** 33% Large, 33% Small #### What Do G2 Reviewers Say About SAS Viya? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of SAS Viya, which simplifies data visualization and enhances decision-making efficiency. - Users value the **sophisticated analytical capabilities** of SAS Viya, enabling easy deployment and real-time decision-making. - Users appreciate the **advanced analytical methods** offered by SAS Viya, enhancing decision-making and logistical data analysis capabilities. - Users value the **end-to-end data lifecycle tooling** of SAS Viya, enhancing business insight and strategic decision-making. - Users love the **intuitive interface** of SAS Viya, making data analysis and model deployment effortless for all skill levels. ##### Cons - Users find SAS Viya to have a **learning difficulty** , making it challenging for non-technical individuals to navigate effectively. - Users find the **learning curve steep** , making it challenging for non-technical users to navigate SAS Viya effectively. - Users find the **visualization complexity** in SAS Viya challenging, particularly for non-technical users and beginners. - Users struggle with the **difficult learning curve** of SAS Viya, particularly for new and non-technical users. - Users find the **expensive pricing** of SAS Viya to be a significant barrier to entry for potential adoption. #### What Are Recent G2 Reviews of SAS Viya? **["Effective Data Analysis with SAS Viya"](https://www.g2.com/survey_responses/sas-viya-review-11872818)** **Rating:** 4.5/5.0 stars _— Fungai J._ [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11872818) **["SAS Viya: Powerful AI & Data Analysis with Seamless Integrations"](https://www.g2.com/survey_responses/sas-viya-review-11855145)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11855145) #### What Are G2 Users Discussing About SAS Viya? - [What is SAS Visual Data Mining and Machine Learning used for?](https://www.g2.com/discussions/what-is-sas-visual-data-mining-and-machine-learning-used-for) - 2 comments ### [Joiin](https://www.g2.com/products/joiin/reviews) 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 #### How Do G2 Users Rate Joiin? - **Reporting:** 8.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Joiin? - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** www.joiin.co - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting 199 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ff4b86bf7fe8ce7d10baedf6008600213cfc21e4c45f4824dee5faf29999332&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoiin&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small, 35% Medium #### What Do G2 Reviewers Say About Joiin? _AI-generated summary from verified user reviews_ ##### Pros - Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. ##### Cons - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. #### What Are Recent G2 Reviews of Joiin? **["Excellent Value for Xero Consolidation with Fast, Responsive Support"](https://www.g2.com/survey_responses/joiin-review-12620997)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) **["Outstanding support experience with Joiin (especially Kyle)"](https://www.g2.com/survey_responses/joiin-review-13053349)** **Rating:** 5.0/5.0 stars _— Richa J._ [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. **Average Rating:** 4.7/5.0 **Total Reviews:** 151 #### How Do G2 Users Rate Abacum? - **Reporting:** 9.4/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Abacum? - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** www.abacum.ai - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fe28f63c7e05dc1d6cf04146f055aa6daadc24630e26044e91b9a2ac430baa3a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fabacum-io%2F&secure%5Burl_type%5D=linkedin_company_website) 151 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Medium, 6% Small #### What Do G2 Reviewers Say About Abacum? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **ease of use** of Abacum, enhancing flexibility and efficiency in reporting and analysis. - Users commend the **incredible support team** at Abacum for their quick responses and helpful assistance. - Users value the **time-saving** features of Abacum, enabling swift financial planning and streamlined collaborative efforts. - Users highlight the **efficiency** of Abacum, significantly reducing reporting time and enhancing analytical flexibility. - Users praise **Abacum's powerful features** that enhance financial planning with real-time forecasting, integrations, and user-friendly collaboration. ##### Cons - Users face a **steep learning curve** with Abacum, making the initial setup challenging for newcomers. - Users find the **complex setup** challenging, with a steep learning curve and potential performance issues during initial configuration. - Users face a **steep learning curve** during initial setup, requiring training to efficiently navigate the platform. - Users find the **steep learning curve** challenging, requiring careful navigation during initial setup and data migration. - Users find the **difficult setup** process time-consuming and complex, requiring focused effort to navigate effectively. #### What Are Recent G2 Reviews of Abacum? **["Powerful consolidation tool that handles our complex multi-entity setup with ease"](https://www.g2.com/survey_responses/abacum-review-13070099)** **Rating:** 5.0/5.0 stars _— Amy F._ [Read full review](https://www.g2.com/survey_responses/abacum-review-13070099) **["Efficient Financial Planning with Excellent Support"](https://www.g2.com/survey_responses/abacum-review-13170947)** **Rating:** 4.5/5.0 stars _— Josh A._ [Read full review](https://www.g2.com/survey_responses/abacum-review-13170947) #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### [Solver](https://www.g2.com/products/solver/reviews) Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 250 #### How Do G2 Users Rate Solver? - **Reporting:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 7.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Solver? - **Seller:** [Solver](https://www.g2.com/sellers/solver) - **Company Website:** www.solverglobal.com - **Year Founded:** 1996 - **HQ Location:** Calabasas, CA. - **Twitter:** @SolverGlobal 552 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a53d3debbd8b2072ff0a19cb5185225256b695e536321df900f6ae4c285ca428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38094%2F&secure%5Burl_type%5D=linkedin_company_website) 196 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, Senior Financial Analyst - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 67% Medium, 17% Small #### What Do G2 Reviewers Say About Solver? _AI-generated summary from verified user reviews_ ##### Pros - Users find that Solver enhances **reporting efficiency** , making it easy to generate comprehensive reports from multiple sources. - Users value the **ease of use** of Solver, enhancing flexibility in reporting and streamlining the budgeting process. - Users value the **Excel integration** of Solver, enhancing reporting flexibility and simplifying data input processes. - Users commend the **ease of report creation** in Solver, greatly enhancing their budgeting and financial reporting processes. - Users value the **reporting quality** of Solver, enabling efficient data organization and timely access to crucial information. ##### Cons - Users experience a **significant learning difficulty** with Solver, although support resources help mitigate the challenge. - Users experience **confusion with new features and error messages** , requiring time to grasp and resolve issues effectively. - Users face **data management challenges** with uploads, reporting inconsistencies, and limitations in associating data with journal entries. - Users face a significant **learning curve** with Solver, requiring time and effort to fully utilize its features. - Users find the **difficult setup** of Solver challenging, especially for payroll budgets and employee adjustments. #### What Are Recent G2 Reviews of Solver? **["Solver Speeds Up Production-Ready Reports"](https://www.g2.com/survey_responses/solver-review-13154571)** **Rating:** 4.5/5.0 stars _— Chavarous K._ [Read full review](https://www.g2.com/survey_responses/solver-review-13154571) **["Effortless Reports with Seamless Integration"](https://www.g2.com/survey_responses/solver-review-10975839)** **Rating:** 5.0/5.0 stars _— tom c._ [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### [Unit4 FP&A](https://www.g2.com/products/unit4-fp-a/reviews) Unit4 FP&A: Smarter Planning, Faster Forecasts, Confident Decisions Unit4 FP&A frees finance teams to move beyond data wrangling and deliver the insights that drive business performance. Purpose-built for mid-market, people-focused, services-led organizations across nonprofit, public sector, professional services, and higher education, the platform combines AI-infused planning, budgeting, forecasting, reporting, and analytics in one integrated solution. Unit4 is built on a people-and-project data model, so services organizations plan around the things that actually drive their numbers, headcount, projects, funding, not just GL lines. Replace fragile disconnected Excel spreadsheets with a single source of truth. Cut hours of manual consolidation. Connect strategy to operations with rolling forecasts, driver-based models, and scenario planning that flex as your business does. Interactive dashboards put trusted financial intelligence in the hands of finance business partners, controllers, and operational leaders, so decisions happen faster and with more confidence. A complete corporate performance management platform Unit4 FP&A delivers the full FP&A, EPM and CPM toolkit in one place: - Integrated P&L planning and rolling forecasts - Financial consolidation and statutory reporting - Balance sheet and cash flow planning - Workforce and people planning - Lease accounting, including IFRS 16 - ESG reporting support - Multidimensional modeling for any business question Pre-configured industry models reflect how service-centric nonprofits, government bodies, professional services firms, and universities actually plan, fund, and report. That means faster time-to-value and far less custom build than generic enterprise FP&A tools. High value. Low total cost of ownership. Independent benchmarks back it up. Customers rate Unit4 implementation success 8.4 out of 10, against an industry average of 6.2 in numerous annual industry studies. Other analysts score Unit4 at 4.33 out of 5, with 83% of customers saying they would recommend us. Pricing comes in at roughly a half to around a third of other established known vendors, without sacrificing depth or scale. Trusted by mission-driven organizations Unit4 FP&A supports finance teams at NHS East of England Ambulance Service, Oxfam, Levi, Nuclear Restoration Services, and hundreds of other organizations whose missions depend on timely, accurate financial intelligence. Serving those who serve. For more information, visit: https://www.unit4.com/products/budget-and-forecasting-software **Average Rating:** 4.3/5.0 **Total Reviews:** 17 #### How Do G2 Users Rate Unit4 FP&A? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Unit4 FP&A? - **Seller:** [Unit4](https://www.g2.com/sellers/unit4) - **Company Website:** www.unit4.com - **Year Founded:** 1980 - **HQ Location:** Utrecht, Netherlands - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e46abedfcb89cdf4169bb7133ce5a6ee0d7abb3695d8b9ab5a52b9a2726ce50&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F8120%2F&secure%5Burl_type%5D=linkedin_company_website) 3,429 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 50% Medium, 33% Large #### What Do G2 Reviewers Say About Unit4 FP&A? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **intuitive user interface** of Unit4 FP&A, making budget management and monitoring easier for everyone. - Users appreciate the **collaboration features** of Unit4 FP&A, enhancing engagement in budget monitoring and decision making. - Users appreciate the **intuitive user interface** of Unit4 FP&A, enhancing engagement and facilitating strategic financial decision making. - Users value the **flexibility to create custom models** with Unit4 FP&A, enhancing their personalization experience. - Users value the **flexibility of customization** in Unit4 FP&A, enabling them to tailor models to their needs. ##### Cons - Users note the need for further development due to the **complexity** of using Unit4 FP&A for public sector budgeting. - Users report **connection issues** with Unit4 FP&A, including failed imports and lack of live integration with ERP. - Users face **difficult customization** due to lack of native integration and occasional failures in cube updates and imports. - Users face **import issues** due to lack of native integration with Unit4 ERP and frequent cube update failures. - Users face **integration issues** with Unit4 FP&A, relying on imports and external links, leading to complications. #### What Are Recent G2 Reviews of Unit4 FP&A? **["Solid tool for messy spreadsheets, but setup is a beast"](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833)** **Rating:** 4.5/5.0 stars _— Nayomi D._ [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-12999833) **["Strong Automation and Flexible Modeling That Streamlines Planning"](https://www.g2.com/survey_responses/unit4-fp-a-review-12982067)** **Rating:** 4.0/5.0 stars _— Verified User in Airlines/Aviation_ [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-12982067) ### [Hubble](https://www.g2.com/products/hubble/reviews) For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT. **Average Rating:** 4.6/5.0 **Total Reviews:** 48 #### How Do G2 Users Rate Hubble? - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 10.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Hubble? - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware 801 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 2,266 employees on LinkedIn® #### Who Uses This Product? - **Company Size:** 54% Large, 46% Medium #### What Are Recent G2 Reviews of Hubble? **["User-Friendly, Hassle-Free Daily Lenses from Order to Delivery"](https://www.g2.com/survey_responses/hubble-review-12626203)** **Rating:** 5.0/5.0 stars _— KeiAsia H._ [Read full review](https://www.g2.com/survey_responses/hubble-review-12626203) **["Hubble Insight Reporting"](https://www.g2.com/survey_responses/hubble-review-8358189)** **Rating:** 4.5/5.0 stars _— Geremie L._ [Read full review](https://www.g2.com/survey_responses/hubble-review-8358189) #### What Are G2 Users Discussing About Hubble? - [What is Hubble used for?](https://www.g2.com/discussions/what-is-hubble-used-for) ### [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. **Average Rating:** 4.5/5.0 **Total Reviews:** 143 #### How Do G2 Users Rate Cube? - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.6/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Cube? - **Seller:** [Cube](https://www.g2.com/sellers/cube-962a346c-36a4-4f22-8fc2-83ec443ddb2f) - **Company Website:** cubesoftware.com - **Year Founded:** 2018 - **HQ Location:** New York - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13736bea2734b0c5514932d2f46ee5899005093b7660d4677a822bb189d2c405&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F35625340%2F&secure%5Burl_type%5D=linkedin_company_website) 153 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Finance Manager - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 81% Medium, 16% Small #### What Do G2 Reviewers Say About Cube? _AI-generated summary from verified user reviews_ ##### Pros - Users find Cube to be **intuitive and easy to use** , allowing for fast implementation and efficient functionality. - Users praise the **excellent customer support** of Cube, highlighting their responsiveness and dedication to user success. - Users appreciate the **flexibility** of Cube, enabling seamless integration and intuitive customization for improved FP&A processes. - Users love Cube for its **seamless integrations** , enhancing efficiency and streamlining financial processes effectively. - Users value the **customizable dashboards** in Cube, allowing quick access to KPIs and in-depth analysis. ##### Cons - Users find the **complexity of data transfer** with Cube challenging due to its predefined custom dimensions. - Users feel the **customization options are limited** , impacting their ability to fully utilize Cube's capabilities. - Users find the **dashboard limitations** restrictive, desiring enhanced customization and visualization options for better functionality. - Users find **data transfer complexities** with Cube's predefined dimensions challenging, hindering seamless implementation and efficiency. - Users face **data management issues** with Cube, particularly difficulties in data transfer and limited custom dimensions. #### What Are Recent G2 Reviews of Cube? **["Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features"](https://www.g2.com/survey_responses/cube-review-13057613)** **Rating:** 4.5/5.0 stars _— Kyle C._ [Read full review](https://www.g2.com/survey_responses/cube-review-13057613) **["Excel-Native Powerhouse with Seamless Integrations and Responsive Support"](https://www.g2.com/survey_responses/cube-review-13033122)** **Rating:** 4.0/5.0 stars _— Chris K._ [Read full review](https://www.g2.com/survey_responses/cube-review-13033122) #### What Are G2 Users Discussing About Cube? - [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made) - [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for) ### [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) 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 #### How Do G2 Users Rate Clockwork.ai? - **Reporting:** 9.6/10 (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:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Clockwork.ai? - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** www.clockwork.ai - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork\_AI 118 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9fdf1da6c249b891febe8a5b8325133016c8dee3d75df7b19a6b90869cf13b1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclockworkai&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About Clockwork.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. ##### Cons - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **["Clockwork's Magic"](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)** **Rating:** 5.0/5.0 stars _— Cassie C._ [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) **["Seamless Onboarding and Outstanding Support"](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)** **Rating:** 5.0/5.0 stars _— Rebecca S._ [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) ### [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 194 #### How Do G2 Users Rate Jirav? - **Reporting:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Jirav? - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav 1,111 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=db01577dc7bf81ed660aa2fc21eb7a85865228611296a4ca40c6614cd24ebb98&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10079130%2F&secure%5Burl_type%5D=linkedin_company_website) 49 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, CFO - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small, 35% Medium #### What Do G2 Reviewers Say About Jirav? _AI-generated summary from verified user reviews_ ##### Pros - Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients. - Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients. - Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory. ##### Cons - Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface. - Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform. - Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges. - Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data. - Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav. #### What Are Recent G2 Reviews of Jirav? **["Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync"](https://www.g2.com/survey_responses/jirav-review-13113509)** **Rating:** 5.0/5.0 stars _— Brandy B._ [Read full review](https://www.g2.com/survey_responses/jirav-review-13113509) **["Beyond Spreadsheets: Forecasting That Drives Better Decisions"](https://www.g2.com/survey_responses/jirav-review-12945554)** **Rating:** 5.0/5.0 stars _— Teresa T._ [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote - [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis?order=g2_score&source=search#product-list) - [1](/categories/fp-a-financial-planning-analysis?order=g2_score&source=search#product-list) - 2 - [3](/categories/fp-a-financial-planning-analysis?order=g2_score&page=3&source=search#product-list) - [4](/categories/fp-a-financial-planning-analysis?order=g2_score&page=4&source=search#product-list) - [5](/categories/fp-a-financial-planning-analysis?order=g2_score&page=5&source=search#product-list) - [6](/categories/fp-a-financial-planning-analysis?order=g2_score&page=6&source=search#product-list) - … - [18](/categories/fp-a-financial-planning-analysis?order=g2_score&page=18&source=search#product-list) - [19](/categories/fp-a-financial-planning-analysis?order=g2_score&page=19&source=search#product-list) - [Next ›Next ›](/categories/fp-a-financial-planning-analysis?order=g2_score&page=3&source=search#product-list) Spotlight Categories [Digital Adoption Platforms](https://www.g2.com/categories/digital-adoption-platform) [VoIP Providers](https://www.g2.com/categories/voip) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Employee Intranet Software](https://www.g2.com/categories/employee-intranet) [Survey Software](https://www.g2.com/categories/survey) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated April 9, 2026 FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. Show More * * * ## How Do You Choose the Right FP&A Software? ### What You Should Know About FP&A Software ### FP&A Software software buying insights at a glance [FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. The strongest FP&A platforms back this up with real integration depth into the business tools and workflows finance teams already run — [Datarails](https://www.g2.com/products/datarails/reviews) connects to more than 600 accounting, ERP, CRM, banking, and HRIS systems, [Aleph](https://www.g2.com/products/getaleph/reviews) pulls data through 150+ connectors including NetSuite, HiBob, and Salesforce, and reviewers consistently point to how these connections eliminate manual export-and-reconcile work every close. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making. Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. That combination is exactly what lets the best FP&A platforms achieve rapid deployment and adoption across finance organizations. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment. Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership. Based on G2 reviews, finance and FP&A teams evaluate FP&A software by comparing modeling flexibility, integration depth with ERP and CRM systems, and reporting automation. ### Top 5 FAQs from software buyers: - How do FP&A software solutions improve financial visibility and planning accuracy? - What features should teams evaluate when choosing the best FP&A software? - How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling? - How scalable is FP&A software for organizations managing multi-entity operations or global teams? G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews). ### What are the top-reviewed FP&A Software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 214 - Satisfaction: 98 - Market Score: 83 - G2 score: 90 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 143 - Satisfaction: 71 - Market Score: 99 - G2 score: 85 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 163 - Satisfaction: 97 - Market Score: 70 - G2 score: 83 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 178 - Satisfaction: 93 - Market Score: 68 - G2 score: 80 [Datarails](https://www.g2.com/products/datarails/reviews) - Number of Reviews: 133 - Satisfaction: 96 - Market Score: 63 - G2 score: 80 Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in FP&A Software #### Feedback Pros: What Users Consistently Appreciate - **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning** - “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review - **Unified planning with strong scenario analysis and supplier insights** - “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review - **Real-time collaboration, audit trails, and unified reporting** - “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review #### Cons: Where Many Platforms Fall Short - **Complex implementation with support dependency and limited bank integrations** - “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review - **Complex initial setup with steep learning curve and onboarding challenges** - “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review - **High implementation costs with ongoing maintenance and expertise requirements** - “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review ### My Expert Takeaway on FP&A Software FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight. Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes. Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams. The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations. ### FP&A Software FAQs #### **How to use trial versions of FP&A software?** Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation. #### **What are the top-rated FP&A tools with forecasting and scenario modeling?** Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates. #### **What are the best FP&A solutions for hybrid services and product-based businesses?** FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework. #### **What FP&A software is best for a multi-entity, international SaaS company?** For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems. #### **What are the affordable FP&A platforms for startups or SMBs?** Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators. ### Most Popular FAQs #### Which FP&A software has the best reviews? Across the category, the most trusted [FP&A software](https://www.g2.com/categories/fp-a-financial-planning-analysis) in user reviews tends to be the platforms that keep finance teams working in familiar spreadsheet logic while adding real structure underneath, reliability that matters just as much to the operations and technology leaders who sign off on these tools as it does to finance. - [Aleph](https://www.g2.com/products/getaleph/reviews): Carries a strong review base at a near-perfect rating, with actuals pulled straight from systems like NetSuite into a spreadsheet, removing the manual export-and-reconcile work every close cycle. - [Joiin](https://www.g2.com/products/joiin/reviews): A solid review base backs up consistently high satisfaction, with clear target-versus-actual visuals that stay viewer-friendly across the organization. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): A large enterprise-focused review base holds a strong rating, with one platform that keeps expanding rather than requiring separate tools bolted together. #### What is the ROI of AI in financial planning and analysis (FP&A) software? The clearest ROI signal shows up where AI tools plug directly into existing workflows rather than requiring a separate system to manage. - [Datarails](https://www.g2.com/products/datarails/reviews): An AI connector added directly to the platform pushes productivity and creativity further, letting finance teams build new reports and enhance data without starting from scratch. - [Aleph](https://www.g2.com/products/getaleph/reviews): Integrations with AI tools are fast and hassle-free, which keeps the learning curve manageable even for a one-person finance team managing several data sources at once. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): An AI-driven approach across a single expanding platform gives finance and management teams a clear reason to look forward to what's coming next. #### What is the typical implementation timeline for FP&A software deployment? Implementation timelines vary widely in this category, and the pattern isn't simply "faster is better"; it depends on what the organization needs the platform to do. - [Joiin](https://www.g2.com/products/joiin/reviews): The largest share of reviewers reporting a fast go-live use this platform, with a near-perfect satisfaction score to match. - [Aleph](https://www.g2.com/products/getaleph/reviews): Also reports a high share of fast implementations, consistent with its spreadsheet-first design requiring less structural setup upfront. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Reviewers here report some of the longest implementation timelines in the category, yet satisfaction stays high, a sign that organizations choosing it are trading speed for the depth a unified enterprise platform provides. #### Which FP&A tools best support real-time dashboards for executive reporting? The platforms that stand out here treat dashboards as a core feature rather than a static export tacked onto a planning model. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews): Highly customizable dashboards deliver real-time reporting and visualization that cover many use cases that would traditionally require a dedicated BI platform. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards help users see different financial statements quickly, with an Excel add-in that keeps the reporting layer familiar for finance teams. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Reports build quickly with drilldown into the details behind the numbers, and daily automatic imports keep executive-facing figures current without manual refreshes. #### How long does it take to see ROI from FP&A software? The clearest payoff tends to show up fast, often within the first few months of going live, rather than requiring a long runway before the investment pays off. - [Aleph](https://www.g2.com/products/getaleph/reviews): Reviewers report being live and able to answer board-level questions with confidence within two weeks of implementation, with planning, budgeting, and reporting workloads cut by roughly half once fully onboarded. - [Datarails](https://www.g2.com/products/datarails/reviews): Users describe saving the equivalent of close to one full-time employee's worth of effort per month once integrations are in place and running. - [Joiin](https://www.g2.com/products/joiin/reviews): Reviewers who report a quick go-live also tend to have some of the highest satisfaction scores in the category, indicating that the efficiency benefits begin immediately once the platform is operational rather than after several months. ### Small Business FAQs #### What is the best FP&A software for startups? Startups evaluating FP&A tools tend to prioritize something a lean finance function can run without a dedicated system administrator. - [Aleph](https://www.g2.com/products/getaleph/reviews): Among small business reviewers, it posts one of the strongest satisfaction scores in the category, with QuickBooks, Snowflake, Stripe, and Greenhouse data landing in one trusted layer for a one-person finance team. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Strong satisfaction among smaller organizations backs up a tool designed to get real reporting value without a heavy implementation. - [Martus](https://www.g2.com/products/martus/reviews): High satisfaction scores among small business reviewers pair with support ratings that are the strongest in this data set. #### Which FP&A software is the most user-friendly for small finance teams? Ease of use matters most at this stage, since the person building the model is often also the one presenting it to leadership. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Posts strong ease-of-use scores among small business reviewers, letting a small team fetch data and build reports quickly without a steep learning curve. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Also rates highly on ease of use, keeping the spreadsheet-native workflow small finance teams already know intact. - [Martus](https://www.g2.com/products/martus/reviews): A strong ease-of-use score is backed by support reviewers rate as the best in the category. #### Which FP&A tool is easiest to set up for small teams? Setup speed is one of the more differentiated ratings in this category, and small teams generally do best with something productive well before it needs to prove its worth. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Posts some of the strongest setup scores among small business reviewers in this data set. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): A strong setup score pairs with daily automatic data imports that keep the system current without ongoing manual work. - [Joiin](https://www.g2.com/products/joiin/reviews): A large small-business review base backs up consistently strong setup scores, with mapping and functions that stay under the team's own control. #### Which FP&A tool is best for small teams that want to stay in spreadsheets? A distinct pattern in this category is finance teams who want structured planning without giving up the spreadsheet interface they already know. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Built to work directly inside existing spreadsheets, rather than asking a small team to learn an entirely new interface. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Keeps live data connected inside a spreadsheet environment, which matters most for teams that have no interest in switching tools. - [Aleph](https://www.g2.com/products/getaleph/reviews): Delivers the flexibility of Excel and Sheets while pulling actuals directly from source systems, avoiding the export-and-reconcile cycle small teams usually dread. ### Enterprise FAQs #### What is best-rated FP&A software for large enterprises? Within the Enterprise segment of this category, a smaller set of platforms have the review volume from large organizations to back up a strong rating. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Carries the largest enterprise review base in this category, holding a strong rating even at that scale. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): A solid enterprise review base backs up strong satisfaction, with audit trails and access controls that matter more as organization size grows. - [Anaplan](https://www.g2.com/products/anaplan/reviews): A substantial enterprise review base holds a solid rating, consistent with its reputation for connecting planning across multiple functions on one platform. #### What is the most reliable FP&A tool for enterprises? Reliability at this scale tends to come down to support responsiveness, since a large organization needs fast answers when a consolidated model touches many business units at once. - [Datarails](https://www.g2.com/products/datarails/reviews): Support ratings are the strongest in this data set among enterprise reviewers, even with a smaller enterprise-scale sample so far. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Support scores stay strong across a substantial enterprise review base, consistent with the audit trails and validation checks that reduce manual work. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Holds solid support ratings across the largest enterprise review base in the category. #### Which FP&A platform is best for multi-entity consolidation at enterprise scale? Large enterprises consolidating many business units need a platform built to unify data across functions, not just roll up numbers from separate spreadsheets. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Purpose-built as a unified platform that keeps expanding to connect departments to one database despite often different reporting needs. - [Anaplan](https://www.g2.com/products/anaplan/reviews): Dimensional modeling connects planning across multiple functions in a single platform, linking headcount, compensation, and workforce data rather than managing them separately. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Seamless integration with enterprise systems and the ability to generate multiple reports from a single data source support consolidation across many linked documents at once. #### Which FP&A platform offers the strongest executive reporting at enterprise scale? At this scale, executive reporting needs to stay accurate and auditable across many contributors, not just visually polished for one team. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Real-time collaboration tools, validation checks, and audit trails keep information current and consistent for stakeholders reviewing linked reports across the organization. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards built on top of an Excel add-in scale up cleanly as more departments feed into the same reporting layer. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on March 18, 2026**