# Best FP&A Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* 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. ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 269 ### Category Stats (Jun 2026) - **Average Rating**: 4.44/5 The average rating of products in this category, based on all submitted ratings - **New Reviews This Quarter**: 277 - **Buyer Segments**: Mid-Market 54% │ Small-Business 25% │ Enterprise 21% Represents the distribution of reviewers across all products in this category. - **Top Trending Product**: SoftExpert Suite (+0.091) - Among all products in this category, SoftExpert Suite recorded the largest rating increase compared to last month *Last updated: June 01, 2026* ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 12,500+ Authentic Reviews - 269+ 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. ## Top FP&A Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (393 reviews) | Multi-dimensional driver-based planning with real-time calculation | "[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)" | | 2 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native budgeting with centralized database control | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 3 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (222 reviews) | TM1-powered multidimensional planning with Excel integration | "[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)" | | 4 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (329 reviews) | Excel-native consolidation with live ERP integration | "[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)" | | 5 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,128 reviews) | Linked financial reporting with audit trails | "[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)" | | 6 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (146 reviews) | Multi-ERP consolidation with extensible dimensionality | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 7 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (489 reviews) | Excel-native consolidation with multi-ERP drill-through | "[Flexible, Easy-to-Use System That Handles High Data Volumes with Confidence](https://www.g2.com/survey_responses/planful-review-12880930)" | | 8 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (98 reviews) | Excel-native FP&A with ERP data automation | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 9 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-to-spreadsheet live actuals and consolidation | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 10 | [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) | 4.6/5.0 (22 reviews) | — | "[Easy to Use, with Helpful Hidden Extras](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033)" | ## Which FP&A Software Is Best for Your Use Case? - **Leader:** [Anaplan](https://www.g2.com/products/anaplan/reviews) - **Highest Performer:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Easiest to Use:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) ## Which Type of FP&A Software Tools Are You Looking For? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) *(current)* - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) --- **Sponsored** ### Abacum Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. [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%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=154807&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%3Fsource%3Dsearch&secure%5Btoken%5D=61c950cdc932eb7f2a442775d5cfa643053d29b9611e80154f64c3db5558fe30&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) --- ## Buyer Guide: Key Questions for Choosing FP&A Software Software ### What does Financial Planning & Analysis software do? I define Financial Planning & Analysis software as the system finance teams use to plan budgets, build forecasts, track actuals, and explain business performance. Across the G2 reviews I analyzed, users connect FP&A tools with reporting, budgeting, forecasting, variance analysis, scenario modeling, ERP data, Excel workflows, dashboards, and finance collaboration. These platforms help teams pull financial and operational data into a planning environment where models, reports, and assumptions can be updated with more control. The category matters most when finance work is still spread across offline spreadsheets, manual exports, version conflicts, and repeated data refreshes. ### Why do businesses use Financial Planning & Analysis software? When I reviewed G2 feedback for this category, I saw a clear need for faster planning cycles and more trusted financial data. Finance teams wanted to spend less time reconciling files and more time reviewing what the numbers meant. - **Budgeting and forecasting:** Users rely on FP&A tools to build budgets, update forecasts, and adjust assumptions as business conditions change. - **Reporting speed:** Reviewers often describe faster monthly reporting, board reporting, and management reporting after connecting data sources. - **Data consolidation:** Teams use these platforms to bring ERP, accounting, payroll, headcount, and operational data into one planning view. - **Spreadsheet control:** Many users value Excel-like modeling while reducing version issues, formula risk, and manual refresh work. Adoption friction around learning curves, setup effort, slow performance with large models, dashboard limits, and integration work needs close review. ### Who uses Financial Planning & Analysis software primarily? After looking across G2 reviewer profiles, I found that FP&A software is used by finance roles that own planning, reporting, and business performance analysis. - **FP&A analysts and managers:** Build forecasts, run variance analysis, update models, and prepare recurring reports. - **CFOs and finance leaders:** Review financial performance, cash outlook, budget scenarios, and planning assumptions. - **Controllers and accounting teams:** Connect actuals, close data, financial statements, and reporting packages. - **Strategic finance teams:** Model growth plans, headcount, revenue, margin, and scenario changes. - **EPM and finance systems admins:** Manage integrations, templates, permissions, workflows, and reporting structures. ### What types of Financial Planning & Analysis software should I consider? When I compare G2 review themes, FP&A tools are usually split by planning depth, company size, and the degree to which teams want to stay connected to spreadsheets. - **Spreadsheet-connected FP&A tools:** Suited to finance teams that want Excel or Google Sheets workflows tied to live data. - **Enterprise performance management platforms:** Built around complex planning, consolidation, reporting, permissions, and multi-entity needs. - **Budgeting and forecasting platforms:** Useful for annual budgets, rolling forecasts, scenario planning, and department-level inputs. - **Reporting and consolidation tools:** Designed for monthly reporting, variance analysis, dashboards, and board-ready finance packages. - **Small business planning tools:** A strong match for cash flow planning, simple budgets, KPI tracking, and owner-friendly reporting. ### What are the core features to look for in Financial Planning & Analysis software? Based on data for FP&A platforms on G2, the capabilities that consistently separate strong tools from basic spreadsheets include: - **Live financial data connections:** ERP, accounting, payroll, CRM, and data warehouse integrations should keep actuals and planning inputs current. - **Budgeting and forecasting models:** Teams need flexible assumptions, scenario planning, driver-based models, and forecast updates. - **Spreadsheet-native modeling:** Excel or sheet-style workflows help finance users keep familiar modeling habits with stronger controls. - **Reporting and variance analysis:** Dashboards, management reports, board packs, financial statements, and variance views should be easy to refresh. - **Collaboration and governance:** Permissions, approvals, version control, audit history, and workflow visibility matter when multiple teams contribute. ### What trends are shaping Financial Planning & Analysis software right now? From the G2 data I evaluated for FP&A, several shifts are defining this category: - **AI moving into core finance workflows** as CFOs accelerate investment in forecasting automation and planning productivity. - **Continuous planning replacing static annual cycles** as volatility makes fixed budgets harder to act on. - **Finance transformation rising on the CFO agenda** as digital optimization, automation, and data infrastructure become priorities. - **FP&A shifting closer to business decision support** as finance teams are expected to deliver cost discipline and growth guidance alongside numbers. - **Data quality emerging as the foundational constraint** as dispersed sources and inconsistent reporting limit how much planning outputs can be trusted. ### How should I choose Financial Planning & Analysis software? I suggest starting with the finance workflow that creates the most manual work today. Teams struggling with reporting should prioritize live data connections, variance analysis, refresh controls, and board-ready outputs. Finance groups that spend more time on budgeting and forecasting should review scenario modeling, assumptions, workflow approvals, and department input. For teams that still work heavily in Excel, spreadsheet-native modeling and version control deserve extra weight. I also advise reviewing implementation support, model performance, integration quality, dashboard flexibility, and learning curve because G2 reviewers often tie those details to long-term adoption. --- ## What Are the Top-Rated FP&A Software Products in 2026? ### 1. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **Product Description:** The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **responsive and effective customer support** from Clockwork.ai, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of Clockwork.ai, enabling efficient management and quick customization for diverse needs. - Users value the **ease of implementation** with Clockwork.ai, appreciating quick setups and responsive support throughout the process. - Users find **implementation effortless** with Clockwork.ai, praising its straightforward setup and excellent customer support. - Users praise the **automation capabilities** of Clockwork.ai, enjoying its ease of use and powerful integration features. **Cons:** - Users note that the **slow loading** times of Clockwork.ai can be frustrating, even if they are generally acceptable. - Users find the **slow performance** of Clockwork.ai can be a minor inconvenience during usage. - Users report **performance issues** with delays in loading and updating, though consider it a minor inconvenience. - Users find the **update issues** slightly bothersome, but manageable given the software's data processing demands. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 2. [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 755 **Product Description:** SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control. ### What Do G2 Reviewers Say About SAS Viya? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of SAS Viya, making complex analytics accessible to all skill levels. - Users appreciate the **advanced analytical capabilities** of SAS Viya, making data processing and decision-making seamless and efficient. - Users benefit from the **sophisticated analytical capabilities** of SAS Viya, enhancing real-time decision-making and insights. - Users appreciate the **end-to-end data lifecycle tooling** of SAS Viya, enhancing insights and strategic decision-making capabilities. - Users appreciate the **user-friendly interface** of SAS Viya, making complex analysis accessible to all skill levels. **Cons:** - Users find it **difficult to navigate and use** SAS Viya, especially newcomers and non-technical individuals. - Users find the **visualization complexity** in SAS Viya challenging, especially for non-technical users and newcomers. - Users find the **learning curve steep** , making it challenging for non-technical users to navigate reports and dashboards. - Users find the **difficult learning curve** discouraging, especially when needing to navigate reports and dashboards effectively. - Users find the **pricing expensive** and often vague, making it challenging to assess value upfront. #### What Are Recent G2 Reviews of SAS Viya? **"[Powerful & Transforming Data into Decisions—Effortlessly and Intelligently.](https://www.g2.com/survey_responses/sas-viya-review-12682824)"** **Rating:** 4.5/5.0 stars *— Venkatesh D.* [Read full review](https://www.g2.com/survey_responses/sas-viya-review-12682824) --- **"[SAS Viya is a Powerful Analytics](https://www.g2.com/survey_responses/sas-viya-review-11702846)"** **Rating:** 5.0/5.0 stars *— Deependra G.* [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11702846) --- #### What Are G2 Users Discussing About SAS Viya? - [What is SAS Visual Data Mining and Machine Learning used for?](https://www.g2.com/discussions/what-is-sas-visual-data-mining-and-machine-learning-used-for) - 2 comments ### 3. [Apliqo](https://www.g2.com/products/apliqo/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **Product Description:** Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer. ### What Do G2 Reviewers Say About Apliqo? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive dashboards** of Apliqo, which enhance data visualization and streamline reporting processes effectively. - Users value the **ease of development** with Apliqo, benefiting from built-in features and seamless integration. - Users value the **high customizability** of Apliqo, enabling tailored dashboards for diverse business needs and real-time data interaction. - Users appreciate the **highly customizable dashboards** of Apliqo, enhancing real-time data visualization and user experience. - Users value the **customizable dashboards** of Apliqo, enhancing real-time data visualization and decision-making efficiency. **Cons:** - Users find **learning difficulties** with Apliqo due to the need for technical knowledge and familiarity with TM1, MDX, and CSS. - Users express that a **steep learning curve** exists for developers lacking technical expertise, affecting overall usability. - Users find that a **solid understanding of TM1 and MDX** is essential, posing challenges for those without technical skills. - Users face **customization difficulties** with Apliqo, requiring advanced knowledge of TM1, MDX, CSS, and JSON. - Users find that **customization difficulty** can hinder their ability to effectively use Apliqo, especially for non-technical developers. #### What Are Recent G2 Reviews of Apliqo? **"[Delivering business value through an intuitive interface](https://www.g2.com/survey_responses/apliqo-review-10319445)"** **Rating:** 5.0/5.0 stars *— Dave H.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) --- **"[Intuitive Frontend for Planning Analytics](https://www.g2.com/survey_responses/apliqo-review-10223927)"** **Rating:** 4.5/5.0 stars *— Van Zyl B.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) --- ### 4. [AchieveIt](https://www.g2.com/products/achieveit/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 199 **Product Description:** Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results. ### What Do G2 Reviewers Say About AchieveIt? *AI-generated summary from verified user reviews* **Pros:** - Users find AchieveIt to be very **user-friendly** , with an intuitive UI that simplifies KPI tracking and planning. - Users value the **effective tracking capabilities** of AchieveIt, facilitating team alignment and progress monitoring. - Users appreciate the **easy progress tracking** , helping identify bottlenecks and aligning stakeholders with project goals. - Users highly value the **effective team collaboration** enabled by AchieveIt, enhancing communication and accountability across organizations. - Users praise the **exceptional customer support** of AchieveIt, highlighting its effectiveness during setup and customization. **Cons:** - Users find **limited customization** options in AchieveIt, making it difficult to tailor the platform to specific organizational needs. - Users find **dashboard issues** with formatting flexibility and access control, impacting efficiency in AchieveIt. - Users find the **learning curve steep** with AchieveIt, especially for those new to strategic tracking tools. - Users find AchieveIt to have a **non-intuitive interface** , making it challenging for new users to navigate effectively. - Users struggle with **poor integration** capabilities of AchieveIt, making data management cumbersome and less efficient. #### What Are Recent G2 Reviews of AchieveIt? **"[User-Friendly with Integration Challenges](https://www.g2.com/survey_responses/achieveit-review-12078978)"** **Rating:** 4.5/5.0 stars *— Patrick F.* [Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978) --- **"[Visual, User-Friendly, and Unmatched Support](https://www.g2.com/survey_responses/achieveit-review-11320965)"** **Rating:** 5.0/5.0 stars *— Liza T.* [Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965) --- #### What Are G2 Users Discussing About AchieveIt? - [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable) - [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for) ### 5. [Jirav](https://www.g2.com/products/jirav/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 190 **Product Description:** Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users are impressed by the **ease of use** of Jirav, making financial reporting simple and intuitive. - Users highlight the **excellent customer support** of Jirav, praising quick responses and helpful onboarding assistance. - Users value Jirav's **robust visual dashboards** that enhance understanding and presentation of complex financial data effortlessly. - Users appreciate the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management** capabilities, enabling seamless forecasting and detailed KPI tracking for informed decision-making. **Cons:** - Users note a **steep learning curve** initially, particularly transitioning from traditional spreadsheet models, requiring time and patience. - Users face a **learning curve** initially, but with support, the platform’s power proves worthwhile in the long run. - Users face a **learning difficulty** transitioning from Excel workflows, despite good customer support to aid in onboarding. - Users face **limited reporting** capabilities in Jirav, hindering comprehensive data analysis and management reporting efforts. - Users desire **missing features** like multi-entity support and advanced conditional statements for improved functionality. #### What Are Recent G2 Reviews of Jirav? **"[Saves Time with Intuitive Interface and Visuals](https://www.g2.com/survey_responses/jirav-review-12080051)"** **Rating:** 5.0/5.0 stars *— Lloyd F.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12080051) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment ### 6. [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 23 **Product Description:** Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub. ### What Do G2 Reviewers Say About Jet Reports? *AI-generated summary from verified user reviews* **Pros:** - Users find Jet Reports' **ease of use** exceptional, enabling quick and flexible financial reporting with minimal effort. - Users value the **seamless integration** of Jet Reports with Excel, enhancing report creation and data management effortlessly. - Users appreciate the **reporting efficiency** of Jet Reports, enabling quick access and customization of critical ERP data. - Users find Jet Reports to have **ease of learning** , enabling quick mastery and efficient report creation with Excel. - Users love the **ease of report creation** with Jet Reports, allowing for customized and efficient data reporting. **Cons:** - Users note a **steep learning curve** , necessitating significant time investment for optimal use of Jet Reports. - Users note a **steep learning curve** , particularly for those unfamiliar with Excel or complex data structures. - Users face a **steep learning curve** for Jet Reports, requiring time to master features for optimal use. - Users often experience **performance issues** , such as slow report generation and high memory usage requirements. - Users experience **slow performance** with Jet Reports, often requiring session resets and facing lengthy load times. #### What Are Recent G2 Reviews of Jet Reports? **"[Effortless Reporting and Seamless Dynamics Integration](https://www.g2.com/survey_responses/jet-reports-review-12133709)"** **Rating:** 4.0/5.0 stars *— Praney M.* [Read full review](https://www.g2.com/survey_responses/jet-reports-review-12133709) --- **"[Absolutely Love Jet Reports — One of the Best Reporting Tools Out There!](https://www.g2.com/survey_responses/jet-reports-review-11790872)"** **Rating:** 5.0/5.0 stars *— Sakshi M.* [Read full review](https://www.g2.com/survey_responses/jet-reports-review-11790872) --- ### 7. [Martus](https://www.g2.com/products/martus/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **Product Description:** Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users find Martus to be incredibly **easy to use** , facilitating seamless budgeting and efficient expense management. - Users value the **fast and responsive customer support** of Martus, enhancing their budgeting and expense management experience. - Users appreciate the **seamless integrations** of Martus with accounting software, enhancing budgeting and expense management. - Users appreciate the **efficiency of budgeting management** with Martus, significantly reducing time spent on budget preparation. - Users value the **budgeting efficiency** of Martus, drastically reducing time spent on budget preparation and management. **Cons:** - Users find a **steep learning curve** for advanced reporting and payroll budgeting, requiring careful notes and practice. - Users note a **steep learning curve** with Martus, particularly with software terminology and complex reporting options. - Users find the **complexity** of Martus overwhelming, particularly for non-accountants, impacting user experience negatively. - Users find the **interface confusing** , especially with navigation and overwhelming financial options affecting their experience. - Users note a **lengthy learning difficulty** due to complex software terminology and configuration options, requiring time to master. #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting Software](https://www.g2.com/survey_responses/martus-review-12305254)"** **Rating:** 5.0/5.0 stars *— Mark K.* [Read full review](https://www.g2.com/survey_responses/martus-review-12305254) --- **"[Streamlined Budgeting and Forecasting with Some Sharing Challenges](https://www.g2.com/survey_responses/martus-review-12704490)"** **Rating:** 4.0/5.0 stars *— Marna S.* [Read full review](https://www.g2.com/survey_responses/martus-review-12704490) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 8. [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 17 **Product Description:** Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. ### What Do G2 Reviewers Say About Vivid Reports CPM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** with Vivid Reports CPM, streamlining their daily reporting tasks effortlessly. - Users praise the **ease of implementation** of Vivid Reports CPM, making it simple to start using effectively. - Users rave about the **exceptional customer support** from Vivid Reports CPM, with rapid response times enhancing overall satisfaction. - Users appreciate the **customizability** of Vivid Reports CPM, enabling tailored solutions that simplify financial reporting processes. - Users value the **comprehensive and customizable features** of Vivid Reports CPM, enhancing their reporting capabilities effectively. **Cons:** - Users face a **steep learning curve** with Vivid Reports CPM, requiring substantial training for effective utilization. - Users face a significant **learning difficulty** with Vivid Reports CPM, requiring extensive training for optimal use. - Users find that **filtering issues** arise due to time-consuming filter creation and the absence of an "undo" option. - Users find that the **insufficient training** hampers their ability to fully utilize Vivid Reports CPM effectively. - Users find **navigation issues** frustrating, particularly with difficulty in performing multidimensional lookups on the control panel. #### What Are Recent G2 Reviews of Vivid Reports CPM? **"[Easy to Use, Does Everything We Need—With Outstanding Support](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894) --- **"[Consistent, trustworthy reporting for multiple ERPs](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)"** **Rating:** 5.0/5.0 stars *— Nathan D.* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763) --- ### 9. [EngineBI](https://www.g2.com/products/enginebi/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **Product Description:** EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms. ### What Do G2 Reviewers Say About EngineBI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **consolidated P&L information** in EngineBI, eliminating spreadsheets and improving revenue visibility. - Users love how EngineBI's **data management** consolidates P&L information, eliminating spreadsheets and enhancing visibility into client revenue. - Users appreciate the **ease of use** of EngineBI, consolidating P&L data effortlessly without spreadsheets. - Users love the **Excel integration** in EngineBI for consolidating P&L data and enhancing revenue visibility. - Users appreciate the **consolidation of P&L information** in EngineBI, eliminating the need for spreadsheets and enhancing risk management. **Cons:** - Users find **difficult navigation** initially challenging, requiring time to adapt before fully benefiting from EngineBI. - Users find the **difficult setup** of EngineBI challenging, requiring time to navigate before reaping its benefits. - Users experience **navigation issues** initially, which can complicate setup before benefiting from its great functionality. - Users find the **poor navigation** challenging initially, though it improves once you're familiar with the system. #### What Are Recent G2 Reviews of EngineBI? **"[Invaluable tool to run your firm profitability and effectively](https://www.g2.com/survey_responses/enginebi-review-11457936)"** **Rating:** 5.0/5.0 stars *— Michelle K.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936) --- **"[Gave me the clarity and control I needed to be consistently profitable](https://www.g2.com/survey_responses/enginebi-review-11386214)"** **Rating:** 5.0/5.0 stars *— Carlos C.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214) --- ### 10. [Oracle Planning Cloud](https://www.g2.com/products/oracle-planning-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 59 **Product Description:** Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources. ### What Do G2 Reviewers Say About Oracle Planning Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **integration and flexibility** of Oracle Planning Cloud, along with its powerful calculation engine. - Users value the **integrations with Oracle products** , enhancing flexibility and powerful calculations in their planning processes. **Cons:** - Users feel the **limited features** restrict usability, particularly with SmartView being confined to Excel only. - Users find the **poor interface design** limits usability and wish for broader integration with other applications. #### What Are Recent G2 Reviews of Oracle Planning Cloud? **"[EMP review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568)"** **Rating:** 4.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568) --- **"[Overall it's a very good experience on EPM product.](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743)"** **Rating:** 4.0/5.0 stars *— Pavan K.* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743) --- #### What Are G2 Users Discussing About Oracle Planning Cloud? - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for) ### 11. [Centage](https://www.g2.com/products/centage/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 28 **Product Description:** FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities. ### What Do G2 Reviewers Say About Centage? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of budgeting** with Centage, enhancing their financial planning for quarterly goals. - Users find **budgeting for quarterly plans** significantly easier with Centage, enhancing their financial planning process. - Users value the **ease of use** and appreciate Centage's commitment to innovation and excellent support. - Users praise the **responsive and helpful Customer Support** team at Centage for effectively addressing issues. - Users value the **customizability** of Centage, allowing tailored calculations and flexible reporting to suit various needs. **Cons:** - Users find **difficult customization** options in Centage cumbersome, particularly due to the lengthy data download process. - Users face challenges with **Excel compatibility** , requiring time-consuming downloads and limited customization options in Analytics Maestro. - Users face **Excel integration issues** as data transfer is a lengthy two-step process, impacting efficiency. - Users desire **improvements for functionality** to align Centage more closely with Excel for better usability. - Users find the **limited customization** options frustrating, affecting their ability to tailor the data views effectively. #### What Are Recent G2 Reviews of Centage? **"[Easy Nonprofit Org Budgeting](https://www.g2.com/survey_responses/centage-review-12519902)"** **Rating:** 4.5/5.0 stars *— Lauren C.* [Read full review](https://www.g2.com/survey_responses/centage-review-12519902) --- **"[Easy Budget Versioning and Impressive Meastro Analytics](https://www.g2.com/survey_responses/centage-review-12594148)"** **Rating:** 5.0/5.0 stars *— Adriaan V.* [Read full review](https://www.g2.com/survey_responses/centage-review-12594148) --- ### 12. [IDU](https://www.g2.com/products/idu-idu/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **Product Description:** IDU is the FP&A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment — connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning — every methodology, governed in one model. • Forecasting — driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations — multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning — transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting — board-ready reports and dashboards that drill from group total to GL transaction. • AI — the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries — from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's leading FP&A platform. Built for managers. Trusted by finance. ### What Do G2 Reviewers Say About IDU? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **user-friendly budgeting tool** of IDU, simplifying financial performance and report preparation. - Users value the **ease of use** and adaptability of IDU, enhancing their budgeting experience and customization options. - Users find the **user-friendly budgeting tool** of IDU simplifies the management of accounts and financial performance tracking. - Users commend IDU for its **reporting efficiency** , facilitating quick, accurate management reporting and budgeting tasks. - Users love the **customizability** of IDU, allowing tailored reports that suit their unique business needs. **Cons:** - Users find the **capturing of salaries tedious** , which complicates the overall experience with the IDU product. - Users are frustrated by the **limited customization** of IDU, wishing for more flexible number formatting options. - Users find the **user interface not intuitive** , especially in older versions, leading to frustration during use. - Users face challenges with **refresh issues** due to limited historical data integration, affecting their overall experience. - Users find the **slow performance** of IDU hinders its ability to keep up with business trends effectively. #### What Are Recent G2 Reviews of IDU? **"[Effortless Consolidation and Reporting with IDU](https://www.g2.com/survey_responses/idu-review-11205209)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/idu-review-11205209) --- **"[Seamless Functionality with Detailed Budgeting](https://www.g2.com/survey_responses/idu-review-11211846)"** **Rating:** 4.0/5.0 stars *— Lerato K.* [Read full review](https://www.g2.com/survey_responses/idu-review-11211846) --- #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### 13. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **Product Description:** Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. #### What Are Recent G2 Reviews of Spotlight Reporting? **"[Efficient and easy to use !](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)"** **Rating:** 5.0/5.0 stars *— Sara V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) --- **"[Great Onboarding, Customer Support, and Engagement](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)"** **Rating:** 5.0/5.0 stars *— Ryan V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) --- #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes ### 14. [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 177 **Product Description:** Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com. ### What Do G2 Reviewers Say About ClearPoint Strategy? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **exceptional customer support** from ClearPoint, enhancing understanding and effective software implementation. - Users find ClearPoint Strategy to have an **intuitive interface** , simplifying reporting and enhancing team collaboration effectively. - Users appreciate the **excellent customer service** and comprehensive resources provided by ClearPoint Strategy, enhancing their overall experience. - Users appreciate the **intuitive interface** of ClearPoint Strategy, allowing effortless use across all organizational levels. - Users value the **reporting efficiency** of ClearPoint Strategy, making strategic planning and performance management seamless and streamlined. **Cons:** - Users face a significant **learning curve** with ClearPoint, making initial navigation and feature utilization challenging. - Users find **learning ClearPoint Strategy challenging** , particularly due to inadequate tutorials and issues with navigating the interface. - Users note that the **limited customization options** in ClearPoint can hinder their ability to tailor reports effectively. - Users find the interface **not intuitive** , requiring a learning curve for effective navigation and task management. - Users find the **difficult setup** of ClearPoint Strategy to be complex, requiring considerable effort to navigate and customize. #### What Are Recent G2 Reviews of ClearPoint Strategy? **"[ClearPoint - Creating solutions for their clients](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208)"** **Rating:** 5.0/5.0 stars *— Regina M.* [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208) --- **"[Building our Strategic Workspace with ClearPoint Strategy](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444)"** **Rating:** 4.0/5.0 stars *— Austin C.* [Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444) --- #### What Are G2 Users Discussing About ClearPoint Strategy? - [What advice do you have for others considering ClearPoint Strategy for strategic planning?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-clearpoint-strategy-for-strategic-planning) - [What is ClearPoint Strategy used for?](https://www.g2.com/discussions/what-is-clearpoint-strategy-used-for) ### 15. [Jedox](https://www.g2.com/products/jedox/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **Product Description:** Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Jedox, highlighting its intuitive interface and smooth onboarding experience. - Users appreciate the **integration of budgeting and reporting** in Jedox, making financial management seamless and efficient. - Users value the **flexibility** of Jedox, facilitating quick implementations across various operations and enhancing user experience. - Users appreciate the **forecasting capabilities** of Jedox, which enhance budgeting and data management for informed decision-making. - Users value the **robust integrations** of Jedox, seamlessly connecting multiple systems for efficient financial planning and analysis. **Cons:** - Users find the **complex modeling** in Jedox challenging, particularly with large datasets and steep learning curves for beginners. - Users find the **learning curve steep** , requiring significant training to utilize Jedox effectively, especially for complex models. - Users find the **complexity** of Jedox challenging, especially during setup and when handling large datasets. - Users find the **learning difficulty** with Jedox to be frustrating, especially for new users and complex setups. - Users experience **slow loading** times with Jedox, particularly on complex reports and forms, impacting efficiency. #### What Are Recent G2 Reviews of Jedox? **"[Powerful Data Relationships and Budgeting Flexibility](https://www.g2.com/survey_responses/jedox-review-12107792)"** **Rating:** 4.0/5.0 stars *— Pille P.* [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) --- **"[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)"** **Rating:** 4.0/5.0 stars *— Dmytro K.* [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) --- #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### 16. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **Product Description:** Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phocas Software, simplifying data analysis and enhancing decision-making with minimal friction. - Users value the **ease of data analysis** in Phocas Software, enabling clear insights and effective decision-making. - Users value the **effective report creation** in Phocas Software, enabling clear insights and defensible decision-making. - Users appreciate the **comprehensive data analysis capabilities** of Phocas Software, aiding in informed decision-making and reporting. - Users commend the **excellent customer support** of Phocas Software, ensuring prompt assistance for any queries or issues. **Cons:** - Users experience **user experience limitations and configuration difficulties** with Phocas Software, impacting overall effectiveness in complex operations. - Users note a need for **improvements in budgeting and data handling** to better accommodate complex operations and user experience. - Users express frustration over **missing features** in Phocas Software, which limits efficiency and fails to meet complex needs. - Users face challenges due to **missing functionality** , such as delays in data updates and limited contract-level insights. - Users experience frequent **bugs** that can complicate database setup and require additional troubleshooting time. #### What Are Recent G2 Reviews of Phocas Software? **"[Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale](https://www.g2.com/survey_responses/phocas-software-review-12082649)"** **Rating:** 5.0/5.0 stars *— Lyndon R.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) --- **"[Effortless Data Integration and Visualization with Phocas](https://www.g2.com/survey_responses/phocas-software-review-12057725)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) --- #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### 17. [Vareto](https://www.g2.com/products/vareto/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **Product Description:** 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. #### What Are Recent G2 Reviews of Vareto? **"[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) --- **"[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) --- ### 18. [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 101 **Product Description:** 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. ### What Do G2 Reviewers Say About IRIS CARBON®? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **excellent customer support** provided by IRIS CARBON®, enhancing their overall experience and efficiency. - Users find IRIS CARBON® to be **very user-friendly** , appreciating its organized disclosure management and responsive support. - Users highlight the **efficiency improvement** of IRIS CARBON®, noting its speed and user-friendly, automated processes. - Users appreciate the **helpful customer support** of IRIS CARBON®, enhancing their experience and easing implementation challenges. - Users value the **effective team collaboration** of IRIS CARBON®, appreciating timely support and seamless communication. **Cons:** - Users find the **confusing interface** of IRIS CARBON® makes moving between sections and editing reports awkward. - Users find the **inconsistency in features** frustrating, with unclear terminology and confusing error messages hindering usability. - Users find the **upload issues** frustrating, especially with multiple page uploads and occasional alignment problems. - Users report encountering **technical issues** with page replacement procedures, causing frustration and delays in functionality. - Users find the **confusing features** of IRIS CARBON® hinder usability and suggest improvements for a smoother experience. #### What Are Recent G2 Reviews of IRIS CARBON®? **"[An Exceptional Experience with the Iris Carbon Platform](https://www.g2.com/survey_responses/iris-carbon-review-10973522)"** **Rating:** 5.0/5.0 stars *— Irene K.* [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-10973522) --- **"[Highly recommended: Precise, available, and punctual professionals](https://www.g2.com/survey_responses/iris-carbon-review-12867651)"** **Rating:** 5.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-12867651) --- #### 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) ### 19. [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 130 **Product Description:** Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. ### What Do G2 Reviewers Say About Cube? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Cube, finding it intuitive and flexible for their business needs. - Users praise Cube for its **exceptional customer support** , highlighting responsive and knowledgeable assistance that drives success. - Users value Cube's **flexibility** in configurations, enabling streamlined and efficient FP&A processes with ease. - Users value the **seamless integrations** of Cube, enhancing efficiency and streamlining FP&A processes significantly. - Users love the **dashboard customization** in Cube, enabling quick access to KPIs and efficient data analysis. **Cons:** - Users find the **data transfer complexity** in Cube challenging, hindering smooth implementation and efficiency. - Users wish for more **customization and visualization options** in Cube's dashboards to enhance functionality and experience. - Users find the **dashboard limitations** restrictive, lacking the desired customization and visualization options available in Cube. - Users find the **data transfer complexity** with Cube challenging, impacting ease of implementation and integration. - Users find **data management issues** in Cube complicate data transfer and hinder AI compatibility, impacting efficiency. #### What Are Recent G2 Reviews of Cube? **"[Cube Saves 200 Hours a Month and Streamlines Month-End Close](https://www.g2.com/survey_responses/cube-review-12831532)"** **Rating:** 5.0/5.0 stars *— Verified User in Automotive* [Read full review](https://www.g2.com/survey_responses/cube-review-12831532) --- **"[Extremely Customizable, User-Friendly, and Built for Complex Architectures](https://www.g2.com/survey_responses/cube-review-12875181)"** **Rating:** 5.0/5.0 stars *— Blanca G.* [Read full review](https://www.g2.com/survey_responses/cube-review-12875181) --- #### What Are G2 Users Discussing About Cube? - [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made) - [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for) ### 20. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **Product Description:** 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. ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Spreadsheet Server, appreciating its simple setup and seamless integration with Excel. - Users appreciate the **easy report generation** capabilities of Spreadsheet Server, enhancing efficiency through automation and accessible support. - Users value the **report creation feature** for its ease in generating timely and accurate reports from Excel. - Users value the **reporting quality** of Spreadsheet Server, enabling quick updates and accurate, tailored financial insights. - Users commend the **swift and knowledgeable customer support** which enhances their experience with Spreadsheet Server. **Cons:** - Users experience **slow performance** when opening Excel files, which can hinder quick access to information. - Users face **integration issues** with non-standard ERP databases, needing custom SQL that may reduce product effectiveness. - Users find the **limited customization** for non-standard ERP databases affects the product's overall robustness and usability. - Users report **performance issues** with Spreadsheet Server, including delays after transitioning from a client-based service to cloud-based. - Users note **project delays** with Spreadsheet Server after transitioning to cloud-based solutions, though some 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) --- ### 21. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 84 **Product Description:** 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. #### 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) ### 22. [Longview Tax](https://www.g2.com/products/insightsoftware-longview-tax/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **Product Description:** 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! ### What Do G2 Reviewers Say About Longview Tax? *AI-generated summary from verified user reviews* **Pros:** - Users value Longview Tax for its **robust data functionality** , enhancing efficiency and transforming data into valuable financial insights. - Users value the **automation capabilities** of Longview Tax, enhancing efficiency and simplifying complex tax calculations. - Users value the **data analysis capabilities** of Longview Tax, transforming company data into actionable financial insights. - Users find **Longview Tax easy to use** , significantly enhancing tax provision processes and reporting efficiency. - Users find Longview Tax to be highly **efficient** , significantly enhancing reporting and speeding up calculations across various tax needs. **Cons:** - Users recognize potential **learning difficulties** with Longview Tax, noting that adjustment time may be necessary for effective use. - Users acknowledge that there may be a **learning curve for staff** to adjust 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 ### 23. [Kepion](https://www.g2.com/products/kepion/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **Product Description:** 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. ### What Do G2 Reviewers Say About Kepion? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Kepion, facilitating easy navigation and efficient planning. - Users appreciate Kepion's **customizable features** and excellent integration with Microsoft technologies for seamless planning. - Users highlight the **ease of learning** with Kepion, noting its user-friendly interface and fast adoption process. - Users value the **efficiency** of Kepion, appreciating its ease of use and swift adoption across teams. - Users commend Kepion for its **intuitive and efficient forecasting** , enhancing collaboration and decision-making across teams. **Cons:** - Users find **dashboard issues** with flexibility and formatting, needing better guidance for effective setup and usage. - Users find the **difficult learning curve** of Kepion necessitates technical knowledge and guidance for effective use. - Users note **limited options** for advanced analytics and dashboard templates, affecting the overall customization and usability. - Users find the **complexity** of Kepion daunting, especially with dashboard setup and the need for SQL expertise. - Users find the **dashboard limitations** restrict effective layout adjustments, requiring more guidance for setup and formatting. #### 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) ### 24. [Inspire](https://www.g2.com/products/inspire-software-inspire/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 111 **Product Description:** What is Inspire Software? Inspire Software is a unified strategy execution and performance management platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, continuous performance management, and employee engagement in a single system, Inspire gives leaders real-time visibility into execution and helps every employee understand how their daily work drives company success. Who uses Inspire Software? Inspire is built for mid-market and enterprise organizations — typically 200 to 10,000 employees — that need to align strategy, people, and performance at scale. Common buyers include Chief Strategy Officers, Chief People Officers, CHROs, Heads of HR, VPs of Operations, and CEOs who need strategy to move faster from planning to measurable impact. What does Inspire Software do? - Inspire replaces the disconnected stack of OKR tools, performance review software, engagement survey tools, and strategy spreadsheets that most organizations cobble together. Instead, Inspire unifies the entire strategy-to-execution workflow in one platform: - Unified OKR and goal management with AI-assisted goal creation, alignment, and cascading across teams - Strategic planning that connects long-term vision to quarterly initiatives and individual goals - Continuous performance management with 1:1s, check-ins, feedback, and performance reviews tied directly to strategy - Employee engagement, recognition, and feedback embedded into daily workflows Real-time dashboards that surface risks early and show progress against strategic initiatives - AI coaching and insights that help managers lead better and employees grow faster - Cross-functional visibility that breaks down silos and accelerates execution How is Inspire different from Lattice, 15Five, Betterworks, Workboard, or Quantive? Most performance management tools focus on HR processes. Most OKR tools focus on goal-setting. Inspire is the only platform purpose-built to unify strategy execution AND performance management — connecting the boardroom strategy to the individual contributor's daily work. That's why Inspire customers see faster execution of strategic initiatives, higher engagement, reduced attrition, and stronger revenue growth. What outcomes do organizations see with Inspire? Faster execution of strategic initiatives Higher engagement and motivation across teams Reduced attrition and stronger accountability Improved revenue growth and operational agility Greater alignment between executive vision and frontline execution Inspire enables organizations to align people, performance, and purpose — turning strategy into results with transparency, momentum, and confidence. ### What Do G2 Reviewers Say About Inspire? *AI-generated summary from verified user reviews* **Pros:** - Users commend Inspire for its **ease of use** , making goal setting and team collaboration a seamless experience. - Users value the **accountability** fostered by Inspire, enhancing transparency and alignment within teams for improved performance. - Users praise Inspire for its **excellent communication features** , promoting transparency and accountability among teams. - Users rave about the **exceptional customer support** at Inspire, highlighting their responsiveness and dedication to satisfaction. - Users appreciate the **customization options** of Inspire, as it aligns perfectly with their specific business needs and goals. #### What Are Recent G2 Reviews of Inspire? **"[Customized Solutions & Exceptional Support](https://www.g2.com/survey_responses/inspire-review-10611793)"** **Rating:** 5.0/5.0 stars *— Sherrie A.* [Read full review](https://www.g2.com/survey_responses/inspire-review-10611793) --- **"[Intuitive and Engaging Tool for Leadership Alignment](https://www.g2.com/survey_responses/inspire-review-12849578)"** **Rating:** 4.5/5.0 stars *— Jim K.* [Read full review](https://www.g2.com/survey_responses/inspire-review-12849578) --- #### What Are G2 Users Discussing About Inspire? - [What is Fitbots OKRs used for?](https://www.g2.com/discussions/what-is-fitbots-okrs-used-for) - [What is Inspire used for?](https://www.g2.com/discussions/what-is-inspire-used-for) - 1 comment ### 25. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **Product Description:** 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. ### What Do G2 Reviewers Say About Fuelfinance? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **financial visibility** Fuelfinance provides, enabling informed decisions and saving significant time. - Users love the **financial visibility** Fuelfinance provides, enabling smarter decision-making and significant time savings. - Users celebrate the **user-friendly budgeting tools** of Fuelfinance, greatly enhancing their financial stability and efficiency. - Users value the **comprehensive financial insights** from Fuelfinance, significantly improving decision-making and planning efficiency. - Users appreciate the **ease of use** of Fuelfinance, allowing efficient financial management and focus on business growth. **Cons:** - Users feel there is a need for more **out-of-the-box integrations** , despite reliable custom solution support from Fuelfinance. - Users desire more **out-of-the-box integrations** with Fuelfinance to enhance connectivity with other tools. - Users often face **customization difficulties** with Fuelfinance, hindering alignment with their unique business needs. - Users experience **difficult customization** challenges that hinder alignment with their unique business structures in Fuelfinance. - Users occasionally face **downtime issues** with Fuelfinance, affecting accessibility and usability during critical moments. #### What Are Recent G2 Reviews of Fuelfinance? **"[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) --- **"[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) --- ## What Is FP&A Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to FP&A Software? - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) --- ## 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. 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. 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. ### 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 #### **What is the best FP&A software?** The best FP&A software depends on whether your priority is modeling flexibility, Excel familiarity, multi-entity consolidation, or cross-functional planning. For example, [Anaplan](https://www.g2.com/products/anaplan/reviews) is often chosen for enterprise-scale modeling, while [Vena](https://www.g2.com/products/vena/reviews) and [Datarails](https://www.g2.com/products/datarails/reviews) appeal to teams that prefer Excel-native workflows. Buyers typically narrow the field by integration depth, scenario planning strength, reporting speed, and workflow fit. #### **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. ### 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**