# Best FP&A Software - Page 4

## How Many FP&A Software Products Does G2 Track?

**Total Products under this Category:** 276

### 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
- 15,300+ Authentic Reviews
- 276+ Products
- Unbiased Rankings

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

## G2 Grid® for FP&A Software
 ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](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**

### Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-07-29T04%3A17%3A34Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&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%3D4%26source%3Dsearch&secure%5Btoken%5D=5bfbd3f07e17347157e38a6f2bdc1e60cef3d5cdad8f855d909d4f4ee831a164&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Bplanning%2Band%2Banalysis&secure%5Burl_type%5D=custom_url)

[
Vareto
](https://www.g2.com/products/vareto/reviews)

By [Vareto](https://www.g2.com/sellers/vareto)

[

4.8/5(56)

](https://www.g2.com/products/vareto/reviews)

What do users say?

Users consistently praise Vareto for its ease of use and intuitive interface, which simplifies financial reporting and analysis. The platform's ability to integrate seamlessly with various ERPs and pr

### [Vareto](https://www.g2.com/products/vareto/reviews)

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

**Average Rating:** 4.8/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Vareto?

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

#### Who Is the Company Behind Vareto?

- **Seller:** [Vareto](https://www.g2.com/sellers/vareto)
- **Year Founded:** 2020
- **HQ Location:** Mountain View, CA
- **Twitter:** @VaretoApp  
91 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b35644294211b7fefd4d6084e5f439f305c4d36db291cff9b689fbcad0b29d71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvareto%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Are Recent G2 Reviews of Vareto?

**["Excellent Low-code Planning Solution"](https://www.g2.com/survey_responses/vareto-review-9166320)**

**Rating:** 5.0/5.0 stars

_— Kevin K._

[Read full review](https://www.g2.com/survey_responses/vareto-review-9166320)

**["Great FP&A tool with transaction level observability"](https://www.g2.com/survey_responses/vareto-review-9557173)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/vareto-review-9557173)

[
SAP BPC
](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)

By [SAP](https://www.g2.com/sellers/sap)

[

4.3/5(111)

](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)

What do users say?

Users consistently praise the integration with Excel and the flexibility of the platform, which allows for effective planning, budgeting, and financial consolidation. Many appreciate how it streamline

### [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews)

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards.

**Average Rating:** 4.3/5.0

**Total Reviews:** 84

#### How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?

- **Reporting:** 8.3/10 (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:** 8.3/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SAP Business Planning and Consolidation (BPC)?

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **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®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

- **Who Uses This:** Senior Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 58% Large, 26% Medium

#### What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)?

**["Boosting Efficiency and Collaboration: Experience with SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)**

**Rating:** 4.0/5.0 stars

_— Bhargavi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)

**["Review of SAP BPC"](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)**

**Rating:** 4.0/5.0 stars

_— Sindhu Prasanthi D._

[Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)

#### What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)?

- [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning)
- [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for)
- [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc)
- [What is SAP BPC model?](https://www.g2.com/discussions/sap-business-planning-and-consolidation-bpc-what-is-sap-bpc-model)
- [What is consolidation in SAP BPC?](https://www.g2.com/discussions/what-is-consolidation-in-sap-bpc)

[
Spreadsheet Server by...
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

By [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)

[

4.4/5(81)

](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

What do users say?

Users consistently praise the ease of use and flexibility of Spreadsheet Server, highlighting its ability to generate customized financial reports directly within Excel. Many appreciate the quick acce

Pros and Cons

[
Ease of Use (3)
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews?qs=pros-and-cons)[
Slow Performance (2)
](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews?qs=pros-and-cons)

### [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

**Average Rating:** 4.4/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate Spreadsheet Server by insightsoftware?

- **Reporting:** 9.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.4/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Spreadsheet Server by insightsoftware?

- **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?

- **Top Industries:** Construction, Accounting
- **Company Size:** 105% Medium, 28% Large

#### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **Spreadsheet Server's ease of use** impressive, facilitating quick setup and efficient report generation in Excel.
- Users appreciate the **efficient financial reporting** capabilities of Spreadsheet Server, enhancing decision-making through accurate, automated reports.
- Users appreciate the **report creation capabilities** of Spreadsheet Server, benefiting from automated and customizable reporting features.
- Users value the **exceptional reporting quality** of Spreadsheet Server, delivering accurate insights seamlessly integrated with Excel.
- Users value the **quick and knowledgeable customer support** that enhances their experience with Spreadsheet Server.

##### Cons

- Users find the **slow performance** frustrating when opening files, though it can be improved by adjusting settings.
- Users face **integration issues** when using legacy ERP databases, requiring custom SQL that diminishes product effectiveness.
- Users find the **limited customization** of Spreadsheet Server restrictive, especially with non-standard ERP accounting databases.
- Users experience **performance issues** like delays after switching to the cloud, but they have adapted over time.
- Users experience **delays with Project Delays** after transitioning to the cloud-based Spreadsheet Server, but have adapted over time.

#### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware?

**["Easy-to-Automate Queries for Thorough, Department-Wide Reporting"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)**

**Rating:** 4.0/5.0 stars

_— Brandon H._

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)

**["Versatile"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)**

**Rating:** 4.0/5.0 stars

_— Verified User in Wholesale_

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)

[
IRIS CARBON®
](https://www.g2.com/products/iris-carbon/reviews)

By [IRIS Business Services Limited](https://www.g2.com/sellers/iris-business-services-limited)

[

4.8/5(103)

](https://www.g2.com/products/iris-carbon/reviews)

What do users say?

Users consistently praise the exceptional customer support and ease of use of IRIS CARBON®, highlighting how the responsive team helps streamline complex reporting processes. Many appreciate the platf

Pros and Cons

[
Customer Support (9)
](https://www.g2.com/products/iris-carbon/reviews?qs=pros-and-cons)[
Inconsistency (2)
](https://www.g2.com/products/iris-carbon/reviews?qs=pros-and-cons)

### [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews)

IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL reporting requirements. IRIS CARBON® is used for the regulatory reporting requirements of over 6000 companies and is being used for regulatory reporting requirements in the following countries: USA : Securities and Exchange Commission XBRL reporting since 2009 and iXBRL reporting since 2017; Federal Energy Regulatory Commission XBRL reporting since 2021 UK : Her Majesty's Revenue and Custom, iXBRL reporting since 2011-12 India : Ministry of Corporate Affairs, XBRL reporting since 2011 Ireland : Commissioners of Revenue iXBRL reporting since 2012-13 Italy: InfoCamere XBRL reporting since 2014-15 Europe : European Securities Markets Authority (ESMA)-ESEF iXBRL reporting since 2019 South Africa : Companies and Intellectual Property Commission's iXBRL reporting since 2018 IRIS CARBON® is a SOC-certified, intuitive, and feature-rich SaaS platform that collates data from multiple source systems so teams can efficiently combine data and narrative to generate financial and regulatory compliance reports. IRIS CARBON®, as a product, was launched in 2014 and is being used by several thousands of customers globally. With our deep hands-on expertise in XBRL and iXBRL around the globe, IRIS has been consistently topping the XBRL quality charts published by several independent quality evaluators, with our strong technology and XBRL expertise.

**Average Rating:** 4.8/5.0

**Total Reviews:** 103

#### How Do G2 Users Rate IRIS CARBON®?

- **Reporting:** 8.7/10 (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:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind IRIS CARBON®?

- **Seller:** [IRIS Business Services Limited](https://www.g2.com/sellers/iris-business-services-limited)
- **Year Founded:** 2005
- **HQ Location:** Mumbai, IN
- **Twitter:** @iris\_carbon  
104 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1ead1d453d1890348d18880587205946013c711c5b83107911306b47d475e913&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fshowcase%2Firis-carbon1%2F%3ForiginalSubdomain%3Din&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Financial Services
- **Company Size:** 40% Medium, 32% Large

#### What Do G2 Reviewers Say About IRIS CARBON®?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **24/7 customer support** from IRIS CARBON®, enhancing their experience and problem-solving capabilities.
- Users appreciate the **user-friendly interface** of IRIS CARBON®, enhancing efficiency in content management and digital publishing.
- Users value the **efficiency and speed** of IRIS CARBON®, highlighting its user-friendly interface and automation features.
- Users appreciate the **team collaboration** in IRIS CARBON®, highlighting their responsiveness and flexibility in meeting needs.
- Users value the **flexibility** of IRIS CARBON®, which efficiently adapts to their specific content management needs.

##### Cons

- Users find the **inconsistent features** of IRIS CARBON® confusing, causing misunderstandings and errors in usage.
- Users experience **upload issues** with PDF files and find the inability to upload multiple pages inconvenient.
- Users report encountering **technical issues** with IRIS CARBON®, particularly concerning the page replacement procedure.
- Users find the **confusing features** in IRIS CARBON® hinder usability and suggest enhancements for better clarity.
- Users find the **confusing interface** of IRIS CARBON® makes navigating and editing reports challenging and awkward.

#### What Are Recent G2 Reviews of IRIS CARBON®?

**["Very Responsive and Available Support"](https://www.g2.com/survey_responses/iris-carbon-review-12989862)**

**Rating:** 4.0/5.0 stars

_— Jenny H._

[Read full review](https://www.g2.com/survey_responses/iris-carbon-review-12989862)

**["Iris Carbon - always great customer service."](https://www.g2.com/survey_responses/iris-carbon-review-12912320)**

**Rating:** 5.0/5.0 stars

_— Armin E._

[Read full review](https://www.g2.com/survey_responses/iris-carbon-review-12912320)

#### What Are G2 Users Discussing About IRIS CARBON®?

- [What is IRIS CARBON® used for?](https://www.g2.com/discussions/what-is-iris-carbon-used-for)

[
Longview Tax
](https://www.g2.com/products/insightsoftware-longview-tax/reviews)

By [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)

[

4.3/5(23)

](https://www.g2.com/products/insightsoftware-longview-tax/reviews)

What do users say?

Users consistently praise the Excel integration of Longview Tax, which allows for seamless data management and reporting. The software's ability to automate tax processes significantly reduces manual

Pros and Cons

[
Data Management (2)
](https://www.g2.com/products/insightsoftware-longview-tax/reviews?qs=pros-and-cons)[
Learning Difficulty (1)
](https://www.g2.com/products/insightsoftware-longview-tax/reviews?qs=pros-and-cons)

### [Longview Tax](https://www.g2.com/products/insightsoftware-longview-tax/reviews)

Looking for a smart, user-friendly solution to simplify your corporate tax management? Meet Longview Tax from insightsoftware! Our cloud-based platform offers an all-in-one tax management solution that's designed to help businesses like yours streamline their tax strategies, collect and process data, and create data-driven plans using real-time data. With Longview Tax, you can say goodbye to manual data entry and hours spent reconciling data from different systems. Our platform automatically collects tax and accounting data from multiple sources and validates it within the system, so you can trust that your data is accurate and up-to-date. Plus, with our pre-configured tax calculations and reporting features, you'll have the tools you need to plan and strategize effectively. Longview Tax also integrates seamlessly with Microsoft Excel and other insightsoftware solutions, like Longview Close, Longview Transfer Pricing, or CXO to create a complete tech stack that meets all your business needs. And with our reporting and analytics functionalities, you can gain insights into your tax-related metrics and identify trends or variances across reporting cycles. Try Longview Tax today and see how it can help your business thrive!

**Average Rating:** 4.3/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Longview Tax?

- **Reporting:** 9.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Longview Tax?

- **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:** 57% Large, 30% Small

#### What Do G2 Reviewers Say About Longview Tax?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **robust data functionality** of Longview Tax for enhancing financial reporting and efficiency in tax provisioning.
- Users value the **automation capabilities** of Longview Tax, streamlining complex calculations and enhancing overall efficiency.
- Users value the **data analysis capabilities** of Longview Tax, transforming company data into insightful financial information.
- Users value the **ease of use** of Longview Tax, streamlining tax provisioning with robust, efficient data functionality.
- Users benefit from the **enhanced efficiency** of Longview Tax, streamlining processes and improving overall tax provisioning experience.

##### Cons

- Users recognize that there may be a **learning difficulty** as staff takes time to adjust to Longview Tax software.
- Users acknowledge that there may be a **slow adjustment process** for staff adapting to Longview Tax software.

#### What Are Recent G2 Reviews of Longview Tax?

**["An automated tax software for corporates"](https://www.g2.com/survey_responses/longview-tax-review-9200563)**

**Rating:** 4.0/5.0 stars

_— Sudhir S._

[Read full review](https://www.g2.com/survey_responses/longview-tax-review-9200563)

**["Amazing functionalities"](https://www.g2.com/survey_responses/longview-tax-review-9202226)**

**Rating:** 5.0/5.0 stars

_— Jasmine S._

[Read full review](https://www.g2.com/survey_responses/longview-tax-review-9202226)

#### What Are G2 Users Discussing About Longview Tax?

- [Who owns Insightsoftware?](https://www.g2.com/discussions/longview-who-owns-insightsoftware) - 1 comment
- [What is Khalix software?](https://www.g2.com/discussions/what-is-khalix-software) - 1 comment
- [Is Longview an ERP system?](https://www.g2.com/discussions/is-longview-an-erp-system) - 1 comment
- [What is Longview used for?](https://www.g2.com/discussions/what-is-longview-used-for) - 1 comment

[
Kepion
](https://www.g2.com/products/kepion/reviews)

By [Kepion](https://www.g2.com/sellers/kepion)

[

4.5/5(19)

](https://www.g2.com/products/kepion/reviews)

What do users say?

Users consistently praise Kepion for its flexibility and user-friendly interface, making it easy to customize for various business processes. The platform's ability to integrate with Microsoft tools e

Pros and Cons

[
Ease of Use (6)
](https://www.g2.com/products/kepion/reviews?qs=pros-and-cons)[
Dashboard Issues (3)
](https://www.g2.com/products/kepion/reviews?qs=pros-and-cons)

### [Kepion](https://www.g2.com/products/kepion/reviews)

Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future.

**Average Rating:** 4.5/5.0

**Total Reviews:** 15

#### How Do G2 Users Rate Kepion?

- **Reporting:** 9.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Kepion?

- **Seller:** [Kepion](https://www.g2.com/sellers/kepion)
- **Year Founded:** 2009
- **HQ Location:** Seattle, US
- **Twitter:** @kepion  
170 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=61b229e2d6fdd8b2f7bbdf1ed09b75e384aafd5cd35d9a59447b760d4017b0af&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F438641%2F&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services
- **Company Size:** 53% Small, 42% Medium

#### What Do G2 Reviewers Say About Kepion?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Kepion's **user-friendly interface** enhances navigation and planning, facilitating smooth adoption and effective use.
- Users value the **flexibility and integration** of Kepion, enhancing budgeting, forecasting, and planning efficiency seamlessly.
- Users highlight the **ease of learning** Kepion, appreciating its intuitive interface and quick adoption by teams.
- Users commend Kepion for its **efficiency** in enhancing planning processes and facilitating seamless team collaboration.
- Users praise Kepion for its **intuitive forecasting** capabilities, enhancing efficiency and facilitating smarter business decisions.

##### Cons

- Users face **dashboard setup flexibility issues** , necessitating clearer guidance for effective data actions and formatting adjustments.
- Users face **difficult learning** curves due to complex setup requirements and the need for technical knowledge in Kepion.
- Users note the **limited options** for advanced analytics and reporting templates compared to specialized BI tools.
- Users find the **complexity in dashboard setup** challenging, particularly needing SQL knowledge for building rules effectively.
- Users find the **dashboard limitations** frustrating, citing inflexible setup and inadequate formatting options for layout adjustments.

#### What Are Recent G2 Reviews of Kepion?

**["Order, security, and structure for your business process"](https://www.g2.com/survey_responses/kepion-review-11635407)**

**Rating:** 5.0/5.0 stars

_— Francisco R._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11635407)

**["Reliable, Intuitive, and Easy to Implement"](https://www.g2.com/survey_responses/kepion-review-11599697)**

**Rating:** 5.0/5.0 stars

_— Carolina d._

[Read full review](https://www.g2.com/survey_responses/kepion-review-11599697)

#### What Are G2 Users Discussing About Kepion?

- [What is Kepion used for?](https://www.g2.com/discussions/what-is-kepion-used-for)

[
Fuelfinance
](https://www.g2.com/products/fuelfinance/reviews)

By [Fuelfinance](https://www.g2.com/sellers/fuelfinance)

[

4.9/5(37)

](https://www.g2.com/products/fuelfinance/reviews)

What do users say?

Users consistently praise Fuelfinance for its time-saving automation and financial visibility, which allow businesses to make informed decisions based on real-time data. The platform's ability to cons

Pros and Cons

[
Financial Management (14)
](https://www.g2.com/products/fuelfinance/reviews?qs=pros-and-cons)[
Limited Integration (2)
](https://www.g2.com/products/fuelfinance/reviews?qs=pros-and-cons)

### [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews)

Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business.

**Average Rating:** 4.9/5.0

**Total Reviews:** 37

#### How Do G2 Users Rate Fuelfinance?

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

#### Who Is the Company Behind Fuelfinance?

- **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance)
- **Year Founded:** 2019
- **HQ Location:** Delaware, IA
- **Twitter:** @fuelfinance\_  
333 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e89596e8ad09675ccb9a221b3e4527aa50226b46c9b4cd3b7fd1e3b1db1b91e4&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ffuelfinance&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Marketing and Advertising
- **Company Size:** 54% Small, 46% Medium

#### What Do G2 Reviewers Say About Fuelfinance?

_AI-generated summary from verified user reviews_

##### Pros

- Users commend **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability.
- Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency.
- Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability.
- Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency.
- Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making.

##### Cons

- Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup.
- Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools.
- Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs.
- Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs.
- Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software.

#### What Are Recent G2 Reviews of Fuelfinance?

**["Fuelfinance Is a Must-Have for Founders"](https://www.g2.com/survey_responses/fuelfinance-review-11371016)**

**Rating:** 5.0/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016)

**["A must-have for any service company"](https://www.g2.com/survey_responses/fuelfinance-review-11855515)**

**Rating:** 5.0/5.0 stars

_— Max V._

[Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515)

[
Oracle Cloud EPM Narrative...
](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews)

By [Oracle](https://www.g2.com/sellers/oracle)

[

4/5(21)

](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews)

What do users say?

Users consistently praise the software for its ease of use and intuitive interface, which simplifies complex reporting tasks and enhances productivity. Many appreciate its ability to integrate with ex

Pros and Cons

[
HR Management (1)
](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews?qs=pros-and-cons)[
Complexity Issues (1)
](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews?qs=pros-and-cons)

### [Oracle Cloud EPM Narrative Reporting](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews)

Oracle Enterprise Performance Reporting Cloud is a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages.

**Average Rating:** 4.0/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Oracle Cloud EPM Narrative Reporting?

- **Reporting:** 8.3/10 (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:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Oracle Cloud EPM Narrative Reporting?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 48% Large, 29% Medium

#### What Do G2 Reviewers Say About Oracle Cloud EPM Narrative Reporting?

_AI-generated summary from verified user reviews_

##### Pros

- Users benefit from the **integration of HR and Finance data** for effective budget creation and resource allocation.
- Users note the **time-saving capabilities** of Oracle Cloud EPM Narrative Reporting, enhancing efficiency in critical processes.

##### Cons

- Users find that **Complexity Issues** demand greater IT support, complicating their experience with Oracle Cloud EPM Narrative Reporting.

#### What Are Recent G2 Reviews of Oracle Cloud EPM Narrative Reporting?

**["Oracle Fusion EPM"](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962)**

**Rating:** 4.5/5.0 stars

_— Verified User in Primary/Secondary Education_

[Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962)

**["Overview of Oracle Cloud EPM"](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156)**

**Rating:** 5.0/5.0 stars

_— Eric E._

[Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156)

#### What Are G2 Users Discussing About Oracle Cloud EPM Narrative Reporting?

- [What is Oracle Eprcs?](https://www.g2.com/discussions/what-is-oracle-eprcs)
- [What is the purpose of narrative reporting?](https://www.g2.com/discussions/what-is-the-purpose-of-narrative-reporting)
- [What is included in narrative reporting?](https://www.g2.com/discussions/what-is-included-in-narrative-reporting)
- [What is Oracle narrative reporting?](https://www.g2.com/discussions/what-is-oracle-narrative-reporting)

[
Catalyst
](https://www.g2.com/products/ebm-software-catalyst/reviews)

By [EBM Software](https://www.g2.com/sellers/ebm-software)

[

4.5/5(20)

](https://www.g2.com/products/ebm-software-catalyst/reviews)

What do users say?

Users consistently praise the ease of use and integration with Excel, which simplifies data management and reporting. Many appreciate how it enables quick access to insights and supports real-time dat

### [Catalyst](https://www.g2.com/products/ebm-software-catalyst/reviews)

Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and Forecasting have never been this simple. Catalyst allows you to easily slice, dice, drill down and pivot enormous amounts of granular data instantaneously to get a complete picture of your business, find anomalies, draw fully-baked insights and make fact-based decisions that positively impact your business. Analyze and create reporting for any data source, from your financials to big data. Don’t just find anomalies, understand them. Catalyst brings all of your data into one clear view: a simple, app-like interface that serves as a single source of truth and democratizes data for your organization. With Catalyst, you finally get a complete view of your business and clarity for the path forward.

**Average Rating:** 4.5/5.0

**Total Reviews:** 19

#### How Do G2 Users Rate Catalyst?

- **Reporting:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 10.0/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Catalyst?

- **Seller:** [EBM Software](https://www.g2.com/sellers/ebm-software)
- **Year Founded:** 2010
- **HQ Location:** Minneapolis, MN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbff006b746c718282d5aa8b7e0221987d91b815e303338c084ee4fc24ffdbf7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Febmsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
58 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Consumer Goods
- **Company Size:** 50% Medium, 35% Small

#### What Are Recent G2 Reviews of Catalyst?

**["Excellent Consolidation Tool for Single Source of Data"](https://www.g2.com/survey_responses/catalyst-review-7509217)**

**Rating:** 4.5/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/catalyst-review-7509217)

**["I can get to answers quickly and create models for future projections"](https://www.g2.com/survey_responses/catalyst-review-5080905)**

**Rating:** 5.0/5.0 stars

_— Vince J._

[Read full review](https://www.g2.com/survey_responses/catalyst-review-5080905)

[
Hyperion Planning
](https://www.g2.com/products/oracle-hyperion-planning/reviews)

By [Oracle](https://www.g2.com/sellers/oracle)

[

3.9/5(51)

](https://www.g2.com/products/oracle-hyperion-planning/reviews)

What do users say?

Users consistently praise the ease of use and integration with Excel, which simplifies data manipulation and reporting. The software's ability to handle complex calculations and provide real-time data

### [Oracle Hyperion Planning](https://www.g2.com/products/oracle-hyperion-planning/reviews)

Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution.

**Average Rating:** 3.9/5.0

**Total Reviews:** 47

#### How Do G2 Users Rate Oracle Hyperion Planning?

- **Reporting:** 7.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 6.7/10 (Category avg: 8.6/10)
- **Extended Planning:** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Oracle Hyperion Planning?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Financial Services, Information Technology and Services
- **Company Size:** 67% Large, 27% Medium

#### What Are Recent G2 Reviews of Oracle Hyperion Planning?

**["EPBCS for Capital and Operational Expense Planning"](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-8634276)**

**Rating:** 4.0/5.0 stars

_— James E._

[Read full review](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-8634276)

**["The Best Planning, Forecasting, and Budgeting Tool"](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-12789876)**

**Rating:** 5.0/5.0 stars

_— Madhusudhan M._

[Read full review](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-12789876)

#### What Are G2 Users Discussing About Oracle Hyperion Planning?

- [What is Oracle Hyperion Planning used for?](https://www.g2.com/discussions/what-is-oracle-hyperion-planning-used-for)
- [What is Hyperion Planning Plus?](https://www.g2.com/discussions/what-is-hyperion-planning-plus)
- [Is Hyperion an ERP system?](https://www.g2.com/discussions/is-hyperion-an-erp-system)
- [What is Oracle Hyperion EPM?](https://www.g2.com/discussions/what-is-oracle-hyperion-epm)
- [What is Oracle Hyperion used for?](https://www.g2.com/discussions/what-is-oracle-hyperion-used-for)

[
Cascade
](https://www.g2.com/products/cascade-strategy-cascade/reviews)

By [Cascade Strategy](https://www.g2.com/sellers/cascade-strategy)

[

4.7/5(255)

](https://www.g2.com/products/cascade-strategy-cascade/reviews)

What do users say?

Users consistently praise the ease of use and excellent customer support provided by Cascade, which helps organizations streamline their strategic planning and execution. The platform's intuitive desi

Pros and Cons

[
Ease of Use (23)
](https://www.g2.com/products/cascade-strategy-cascade/reviews?qs=pros-and-cons)[
Missing Features (7)
](https://www.g2.com/products/cascade-strategy-cascade/reviews?qs=pros-and-cons)

### [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews)

Cascade is a global software company, consistently ranking as the world's #1 strategy execution platform. We're the AI-powered strategic brain of your organization. We pull the numbers from your systems and the context from your meetings, emails, and docs. Our AI sifts through all of it to show you where to focus and what to do next. Strategy runs the business instead of sitting in a slide deck nobody opens. Organizations like St. Jude's, U.S. Bank, PepsiCo, WWF, the University of Notre Dame, Roche, and Mitsubishi Power run their strategy on Cascade. They use us to plan, execute, and track strategy in one place, and to make faster decisions because the data they need is already in front of them. Here's what that looks like day to day: ✔ Plan: Map where you are and where you're going, with the structure to get there ✔ Execute: Connect goals, metrics, and initiatives in one view, with full context ✔ Track: See how every part of your strategy drives performance in real time ✔ Decide: Tapestry AI, our intelligence engine, surfaces your next move Features you’ll love: ✔ Strategy Planner - Centralize your strategy to add structure and drive consistency ✔ Metrics Library - Connect your business data directly to strategic focuses ✔ Reports & Dashboards - Gauge an accurate picture of your strategic performance ✔ Alignment & Relationships - Visualize how different plans interact & track dependencies ✔ Tapestry Connect - AI captures meeting context and drafts your updates ✔ Strategy Cadences - Set the rhythm and let Cascade gather updates ✔ AI Insights - Ask, summarize, and analyze to know what to do next ✔ Team Management - Delegate ownership & set permissions ✔ Integrations - Bring all of your information together under a single source of truth One system. Better decisions. Move your business forward today with Cascade. Book a demo to see it in action: https://www.cascade.app/book-demo

**Average Rating:** 4.7/5.0

**Total Reviews:** 243

#### How Do G2 Users Rate Cascade?

- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Cascade?

- **Seller:** [Cascade Strategy](https://www.g2.com/sellers/cascade-strategy)
- **Year Founded:** 2016
- **HQ Location:** Sydney
- **Twitter:** @cascadestrategy  
789 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=960d5858de0c0ff62579049513b5e1123077d9868746e4f7cf21223eed216d0d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2906476%2F&secure%5Burl_type%5D=linkedin_company_website)  
283 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management, Hospital & Health Care
- **Company Size:** 42% Medium, 35% Small

#### What Do G2 Reviewers Say About Cascade?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Cascade to be **user-friendly** , benefiting from excellent support and ease in tracking strategic goals.
- Users commend the **incredible customer support** from Cascade, ensuring immediate assistance and smooth implementation processes.
- Users value the **centralized planning** of Cascade, enhancing visibility and accountability in strategy execution across teams.
- Users value the **progress tracking** in Cascade, enhancing visibility and alignment with organizational goals through effective KPIs.
- Users value the **flexibility and ease of using Cascade** to align and execute their strategy effectively.

##### Cons

- Users note the **missing features** in Cascade, particularly the lack of integrated resource planning tools and delayed updates.
- Users note **feature issues** with Cascade, seeking improvements in PDF extraction and goal sequencing features.
- Users report **inadequate reporting capabilities** with limited customization and standard options for progress reporting intervals.
- Users find the **limited reporting options** hinder effective tracking and customization of progress in Cascade.
- Users experience **slow performance** with latency in reporting and lag during edits, affecting overall efficiency.

#### What Are Recent G2 Reviews of Cascade?

**["AI-Driven ESG Reporting That Keeps Sustainability Metrics Organized"](https://www.g2.com/survey_responses/cascade-review-13088731)**

**Rating:** 5.0/5.0 stars

_— Macario Y._

[Read full review](https://www.g2.com/survey_responses/cascade-review-13088731)

**["Cascade Streamlines KPI Tracking and Aligns Product Priorities to Business Goals"](https://www.g2.com/survey_responses/cascade-review-13174169)**

**Rating:** 5.0/5.0 stars

_— Jim V._

[Read full review](https://www.g2.com/survey_responses/cascade-review-13174169)

#### What Are G2 Users Discussing About Cascade?

- [What is a cascade in business?](https://www.g2.com/discussions/what-is-a-cascade-in-business)
- [How do I use Cascade Software?](https://www.g2.com/discussions/how-do-i-use-cascade-software) - 1 comment, 1 upvote
- [What is Cascade Software?](https://www.g2.com/discussions/what-is-cascade-software) - 1 comment, 1 upvote
- [What is cascade strategy?](https://www.g2.com/discussions/what-is-cascade-strategy) - 2 comments, 1 upvote

[
Rhythm
](https://www.g2.com/products/rhythm-systems-rhythm/reviews)

By [Rhythm Systems](https://www.g2.com/sellers/rhythm-systems)

[

4.4/5(411)

](https://www.g2.com/products/rhythm-systems-rhythm/reviews)

What do users say?

Users consistently praise the software for its ease of use and ability to track goals effectively, which enhances team accountability and alignment. The intuitive interface and structured approach hel

Pros and Cons

[
Ease of Use (25)
](https://www.g2.com/products/rhythm-systems-rhythm/reviews?qs=pros-and-cons)[
Learning Curve (7)
](https://www.g2.com/products/rhythm-systems-rhythm/reviews?qs=pros-and-cons)

### [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews)

Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic plans, annual plans, and quarterly plans. This software provides users with intuitive dashboards that enhance company alignment and facilitate more productive meetings, ensuring that all team members are on the same page regarding organizational goals and performance metrics. Targeted primarily at business leaders, project managers, and teams focused on strategic execution, Rhythm Systems addresses the challenges of aligning various departments and ensuring that everyone is working towards common objectives. The software is particularly beneficial for organizations that operate in fast-paced environments where agility and clarity in strategic planning are essential. By utilizing Rhythm Systems, teams can streamline their planning processes and improve accountability, making it easier to track progress and adjust strategies as needed. One of the standout features of Rhythm Systems is its AI-powered goal-writing coach, which assists users in formulating clear and actionable goals. This feature, combined with automated quarterly plan audits, allows organizations to maintain a high level of execution quality. Additionally, the software offers advanced integration capabilities, enabling seamless connectivity with other tools and platforms that businesses may already be using. This integration ensures that data flows smoothly across systems, reducing the risk of errors and enhancing overall efficiency. Rhythm Systems also provides industry benchmarking for execution, allowing organizations to compare their performance against competitors. This feature equips users with insights that can inform strategic decisions and highlight areas for improvement. Furthermore, the software includes options for strategic planning facilitation, CEO coaching, and business strategy coaching, transforming strategy sessions into actionable plans that teams can execute with discipline and focus. We guarantee improvements within 30 days of implementation. This guarantee underscores the software's potential to enhance execution and drive organizational success. For those interested in exploring how Rhythm Systems can elevate their strategic planning efforts, scheduling a demo with a Rhythm Expert offers an opportunity to see the software in action and understand its capabilities in greater detail.

**Average Rating:** 4.4/5.0

**Total Reviews:** 411

#### How Do G2 Users Rate Rhythm?

- **Reporting:** 7.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 6.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Rhythm?

- **Seller:** [Rhythm Systems](https://www.g2.com/sellers/rhythm-systems)
- **Company Website:** www.rhythmsystems.com
- **Year Founded:** 2006
- **HQ Location:** Charlotte, North Carolina
- **Twitter:** @RhythmSystems  
2,847 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=88fa55b1246e1fd802375f31a38328d44ee00eef5df817d653c254b9f3bbe435&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Frhythm-systems-inc&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CEO, CFO
- **Top Industries:** Hospital & Health Care, Computer Software
- **Company Size:** 57% Medium, 28% Small

#### What Do G2 Reviewers Say About Rhythm?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Rhythm, benefiting from its user-friendly interface and streamlined goal tracking.
- Users value the **effective team collaboration** in Rhythm, enhancing project tracking and accountability towards company goals.
- Users appreciate the **effective tracking system** in Rhythm, enhancing visibility and collaboration for achieving goals.
- Users value the **efficient progress tracking** in Rhythm, enhancing team alignment and simplifying goal management.
- Users value the **goal linking and tracking capabilities** of Rhythm, enhancing their connection to overarching objectives.

##### Cons

- Users experience a **steep learning curve** with Rhythm, leading to confusion and an overwhelming feeling for newcomers.
- Users find the **learning difficulty** of Rhythm overwhelming, especially with advanced features and initial setup challenges.
- Users find the **interface not intuitive** , causing confusion and a learning curve in navigating Rhythm's features.
- Users struggle with **poor usability** , finding the interface disorienting and not intuitive for goal setting and navigation.
- Users find **layout issues** in Rhythm disorienting, affecting goal setup and overall user experience with the platform.

#### What Are Recent G2 Reviews of Rhythm?

**["Aligns Teams with Leadership Goals Effectively"](https://www.g2.com/survey_responses/rhythm-review-12758491)**

**Rating:** 5.0/5.0 stars

_— Somer M._

[Read full review](https://www.g2.com/survey_responses/rhythm-review-12758491)

**["Intuitive Goal Tracking with Room for Chat Improvements"](https://www.g2.com/survey_responses/rhythm-review-12539368)**

**Rating:** 4.0/5.0 stars

_— Matthew R._

[Read full review](https://www.g2.com/survey_responses/rhythm-review-12539368)

#### What Are G2 Users Discussing About Rhythm?

- [What is Rhythm used for?](https://www.g2.com/discussions/what-is-rhythm-used-for) - 1 comment

[
Metapraxis
](https://www.g2.com/products/metapraxis/reviews)

By [Metapraxis](https://www.g2.com/sellers/metapraxis)

[

4.9/5(13)

](https://www.g2.com/products/metapraxis/reviews)

What do users say?

Users consistently praise the expert support team and the flexibility of the application, which allows for tailored solutions that meet specific business needs. The software streamlines reporting proc

### [Metapraxis](https://www.g2.com/products/metapraxis/reviews)

At Metapraxis our mission is to transform the way businesses use data to drive performance. Empower, our financial analytics platform, integrates your planning, analysis and reporting activities in a powerful and flexible platform, providing an essential backbone for all your decision-making. A solution not a tool kit An Empower implementation enables you with a solution not just a tool, providing immediate benefits and reducing time and cost. \* Pre-configured applications for planning and reporting activity \* Built in finance best-practice, automation and workflow \* Rapid provision on our Azure cloud More than just software Empower applications are delivered with a methodology-led implementation and finance trained support, to ensure you get the most out of them fast. \*CIMA finance trained support team from implementation \*“Hypercare” included in 1st year to ensure continuous application refinement and in house team training. \*Access to our Empowered community of best-practice

**Average Rating:** 4.9/5.0

**Total Reviews:** 13

#### How Do G2 Users Rate Metapraxis?

- **Reporting:** 9.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 10.0/10 (Category avg: 8.6/10)
- **Extended Planning:** 6.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Metapraxis?

- **Seller:** [Metapraxis](https://www.g2.com/sellers/metapraxis)
- **Year Founded:** 1984
- **HQ Location:** London, GB
- **Twitter:** @metapraxisltd  
221 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1d5f308d1edded578866583745c59f6df33baa0145bf4b62666806234c696781&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F30139&secure%5Burl_type%5D=linkedin_company_website)  
19 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 77% Large, 15% Medium

#### What Are Recent G2 Reviews of Metapraxis?

**["Great Team and Great Product"](https://www.g2.com/survey_responses/metapraxis-review-9906985)**

**Rating:** 5.0/5.0 stars

_— James H._

[Read full review](https://www.g2.com/survey_responses/metapraxis-review-9906985)

**["It's like having an additional member of the team!"](https://www.g2.com/survey_responses/metapraxis-review-9733581)**

**Rating:** 5.0/5.0 stars

_— Chris K._

[Read full review](https://www.g2.com/survey_responses/metapraxis-review-9733581)

[
Talentia CPM
](https://www.g2.com/products/talentia-cpm/reviews)

By [Talentia Software](https://www.g2.com/sellers/talentia-software)

[

4.3/5(12)

](https://www.g2.com/products/talentia-cpm/reviews)

What do users say?

Users consistently praise the software for its flexible reporting and intuitive interface, which simplifies financial tasks like budgeting and forecasting. Many appreciate its ability to integrate wit

Pros and Cons

[
Auditing (1)
](https://www.g2.com/products/talentia-cpm/reviews?qs=pros-and-cons)[
Bugs (1)
](https://www.g2.com/products/talentia-cpm/reviews?qs=pros-and-cons)

### [Talentia CPM](https://www.g2.com/products/talentia-cpm/reviews)

Talentia Corporate Performance Management (CPM) stands as a comprehensive global platform designed for real-time financial reporting, business analysis, budgeting processes, forecasting, consolidation & close activities. By leveraging Talentia CPM, organizations can enhance the reliability of their information, boost team productivity, and refine decision-making processes. This powerful solution empowers mid-size businesses to overcome in compliance today's challenges, such as ESG reporting, and achieve greater financial performance across diverse functions.

**Average Rating:** 4.3/5.0

**Total Reviews:** 12

#### How Do G2 Users Rate Talentia CPM?

- **Reporting:** 8.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Talentia CPM?

- **Seller:** [Talentia Software](https://www.g2.com/sellers/talentia-software)
- **Year Founded:** 1988
- **HQ Location:** Paris
- **Twitter:** @TalentiaSWGroup  
926 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=46ca2026a3adf59f6e247e8f7dff77332142777e38243be15a9ae877125cccfb&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F594049%2F&secure%5Burl_type%5D=linkedin_company_website)  
466 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 58% Large, 25% Medium

#### What Do G2 Reviewers Say About Talentia CPM?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **simplified auditing processes** of Talentia CPM, enhancing accuracy and compliance across financial tasks.
- Users appreciate the **simplified budgeting** capabilities of Talentia CPM, making financial management efficient and accurate.
- Users appreciate the **budgeting efficiency** of Talentia CPM, streamlining financial tasks and enhancing accuracy across platforms.
- Users appreciate the **simplified financial tasks** of Talentia CPM, streamlining budgeting, forecasting, and reporting effectively.
- Users value the **simplified budget management** capabilities of Talentia CPM, enhancing accuracy and compliance effortlessly.

##### Cons

- Users find the software **finicky and prone to bugs** , requiring frequent updates that disrupt workflow.
- Users find the Talentia CPM interface **not user-friendly** , making it challenging to learn and adapt for specific needs.
- Users find the **customization difficulties** of Talentia CPM challenging, as the interface is not user-friendly and hard to learn.
- Users struggle with the **difficult customization** of Talentia CPM, finding it hard to adapt to specific needs.
- Users find the **learning difficulty** of Talentia CPM challenging due to its unclear interface and limited customization options.

#### What Are Recent G2 Reviews of Talentia CPM?

**["Streamlined Financial Consolidation with Room for Improvement"](https://www.g2.com/survey_responses/talentia-cpm-review-12568686)**

**Rating:** 4.0/5.0 stars

_— Alexandra P._

[Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-12568686)

**["Talentia CPM is a perfect SaaS solution for financial consolidation and reporting for mid-sized companies."](https://www.g2.com/survey_responses/talentia-cpm-review-9915378)**

**Rating:** 5.0/5.0 stars

_— Mickaël L._

[Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-9915378)

[
Planacy
](https://www.g2.com/products/planacy/reviews)

By [Planacy](https://www.g2.com/sellers/planacy)

[

4.6/5(49)

](https://www.g2.com/products/planacy/reviews)

What do users say?

Users consistently praise Planacy for its ease of use and flexibility, which streamline budgeting and forecasting processes. The platform's intuitive design allows teams to collaborate effectively, ma

Pros and Cons

[
Budgeting Management (1)
](https://www.g2.com/products/planacy/reviews?qs=pros-and-cons)[
Data Management (1)
](https://www.g2.com/products/planacy/reviews?qs=pros-and-cons)

### [Planacy](https://www.g2.com/products/planacy/reviews)

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

**Average Rating:** 4.6/5.0

**Total Reviews:** 49

#### How Do G2 Users Rate Planacy?

- **Reporting:** 9.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.0/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Planacy?

- **Seller:** [Planacy](https://www.g2.com/sellers/planacy)
- **Year Founded:** 2015
- **HQ Location:** Stockholm, SE
- **Twitter:** @planacy  
31 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3598651cefc6f1a296be93bbbe4b18d4eb8c644ad6c784840a1fe73e3d520363&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanacy&secure%5Burl_type%5D=linkedin_company_website)  
40 employees on LinkedIn®

#### Who Uses This Product?

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

#### What Do G2 Reviewers Say About Planacy?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of budgeting management** in Planacy, enabling efficient and collaborative financial planning for teams.
- Users highlight the **collaborative features** of Planacy, enhancing team communication and streamlining financial planning processes.
- Users appreciate the **ease of use** of Planacy, finding it efficient and time-saving for financial planning tasks.
- Users find Planacy to be a **highly efficient tool** , significantly streamlining budgeting and forecasting processes.
- Users appreciate the **ease of use and efficiency** of Planacy, streamlining budgeting and forecasting processes effectively.

##### Cons

- Users find the **initial setup and data extraction** of Planacy to be time-consuming and lacking in detailed guidance.
- Users find **difficult customization** with Planacy, especially during setup and data extraction for analysis.
- Users find the **difficult setup** of Planacy can be time-consuming and requires substantial effort for customization.
- Users find the **insufficient documentation** in Planacy hinders effective data extraction and slows down initial setup efforts.
- Users find **limited customization** in Planacy, making initial setup and data extraction more complex than desired.

#### What Are Recent G2 Reviews of Planacy?

**["A user friendly tool for creating, managing and tracking budget and forcasts"](https://www.g2.com/survey_responses/planacy-review-10544652)**

**Rating:** 4.0/5.0 stars

_— Therese B._

[Read full review](https://www.g2.com/survey_responses/planacy-review-10544652)

**["Very flexible and useful FP&A system"](https://www.g2.com/survey_responses/planacy-review-9751776)**

**Rating:** 4.5/5.0 stars

_— Fredrik R._

[Read full review](https://www.g2.com/survey_responses/planacy-review-9751776)

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[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**