# Best Financial Close Software ## How Many Financial Close Software Products Does G2 Track? **Total Products under this Category:** 118 ### Category Stats (Jul 2026) - **Average Rating:** 4.52/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Modern Treasury (+0.54%) - Among all products in this category, Modern Treasury recorded the largest rating increase compared to last month _Last updated: July 26, 2026_ ## How Does G2 Rank Financial Close Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 11,700+ Authentic Reviews - 118+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Financial Close Software ![G2 Grid® for Financial Close Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-close/grids.png?focus%5B%5D=20026&focus%5B%5D=12131&focus%5B%5D=101630&focus%5B%5D=1238&focus%5B%5D=19175&focus%5B%5D=27131&focus%5B%5D=99063&focus%5B%5D=160444) Highlighted products: Workiva, FloQast, Trintech, BlackLine Financial Close Management, SAP Cloud ERP (SAP S/4HANA Cloud), OneStream - Unified EPM, Datarails, and LiveFlow. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-close/grids.json?focus%5B%5D=workiva-workiva&focus%5B%5D=floqast&focus%5B%5D=trintech-trintech&focus%5B%5D=blackline-blackline-financial-close-management&focus%5B%5D=sap-cloud-erp-sap-s-4hana-cloud&focus%5B%5D=onestream-unified-epm&focus%5B%5D=datarails&focus%5B%5D=liveflow) **Sponsored** ### Maxima Maxima is the most advanced AI platform for enterprise accounting. Trusted by companies like Rippling, Scale AI, SpotOn, Glean, Pressed Juicery and Bilt Rewards, Maxima's AI agents do more than just coordinate the work - they pull data from your finance stack, detect anomalies and generate variance explanations, post journal entries with source data, reconcile to the general ledger, and integrate with your ERP to deliver SOX compliant, real-time close Our team brings together top fintech engineers from Google, Apple, Robinhood, Bolt, and Meta with former accountants and auditors from EY, PwC to solve a decades-old problem with agent prepared, human reviewed accounting. [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=1108&secure%5Bchosen_at%5D=2026-07-29T21%3A22%3A04Z&secure%5Bdisplayable_resource_id%5D=1108&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1108&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1493840&secure%5Bresource_id%5D=1108&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-close&secure%5Btoken%5D=54f68d749fa1abe3e215be3c3010641ed28c6958c6a0023272c1c51c708560fd&secure%5Burl%5D=https%3A%2F%2Fwww.maxima.ai%2Fbook-a-demo&secure%5Burl_type%5D=book_demo) ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva (NYSE:WK) is a software designed to power transparent regulatory, financial, and ESG reporting for organizations worldwide. The software provides data connectivity and streamlined disclosure workflows by leveraging a cloud-based platform that unifies teams and processes. It automates complex reporting tasks and reduces inconsistencies across financial and non-financial data. Workiva (NYSE:WK) addresses stakeholder demands for transparency and accountability by connecting data sources and standardizing reporting outputs. The software supports regulatory compliance, ESG disclosure, and financial close reporting across enterprise and mid-market organizations. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,131 #### How Do G2 Users Rate Workiva? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Accounting:** 8.5/10 (Category avg: 8.6/10) - **Management:** 8.6/10 (Category avg: 8.9/10) - **Distribution:** 8.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Workiva? - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva 5,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website) 3,300 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Large, 28% Medium #### What Do G2 Reviewers Say About Workiva? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. - Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. ##### Cons - Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. #### What Are Recent G2 Reviews of Workiva? **["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)** **Rating:** 4.0/5.0 stars _— Chad B._ [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) **["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)** **Rating:** 4.5/5.0 stars _— Michelle L._ [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) ### [FloQast](https://www.g2.com/products/floqast/reviews) FloQast is a software designed to automate accounting operations including close management, account reconciliations, and compliance activities for finance teams. The software provides AI-driven workflow orchestration and audit readiness by leveraging an Accounting Transformation Platform built by accountants for accountants. It automates the financial close process and reduces the compliance burden on accounting teams. FloQast addresses accuracy and visibility challenges by centralizing accounting operations and enabling real-time collaboration across teams. The software supports over 3,000 global accounting teams and integrates with existing systems to deliver faster closes and improved organizational performance. **Average Rating:** 4.6/5.0 **Total Reviews:** 1,394 #### How Do G2 Users Rate FloQast? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Accounting:** 8.6/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.9/10) - **Distribution:** 7.8/10 (Category avg: 8.3/10) #### Who Is the Company Behind FloQast? - **Seller:** [FloQast](https://www.g2.com/sellers/floqast) - **Company Website:** www.floqast.com - **Year Founded:** 2013 - **HQ Location:** Los Angeles, CA - **Twitter:** @FloQast 1,578 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=de92f52e629707e0d009368eb9975d89fd68ad653082557d776117f276dd2495&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3059072%2F&secure%5Burl_type%5D=linkedin_company_website) 867 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Accountant, Accounting Manager - **Top Industries:** Accounting, Computer Software - **Company Size:** 58% Medium, 22% Large #### What Do G2 Reviewers Say About FloQast? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **user-friendly interface** of FloQast, appreciating its seamless setup and ease of learning. - Users appreciate the **centralized organization** of FloQast, making it easy to track and manage financial processes. - Users value the **centralized task management** of FloQast, streamlining month-end processes and enhancing productivity significantly. - Users value FloQast for its **user-friendly interface** , simplifying month-end checklist and reconciliation tasks effectively. - Users value the **efficiency** of FloQast, enjoying streamlined processes and reduced manual work for smoother operations. ##### Cons - Users note the **missing features** in FloQast, particularly in checklist handling and progress tracking limitations. - Users find the **limited functionality** of FloQast restricts customization and complicates client management and balance verification. - Users face frequent **reconciliation issues** , such as file attachment errors and difficulties navigating post-auto reconciliation. - Users often face **slow loading times** , making it difficult to maintain productivity and causing frustration during tasks. - Users find FloQast's interface **complex for newcomers** and wish for improved customization and reporting options. #### What Are Recent G2 Reviews of FloQast? **["Streamlined Compliance with Powerful Audit Trails"](https://www.g2.com/survey_responses/floqast-review-12969781)** **Rating:** 4.0/5.0 stars _— Reena s._ [Read full review](https://www.g2.com/survey_responses/floqast-review-12969781) **["FloQast Streamlines Close with Intuitive Onboarding, Automation, and ERP Integrations"](https://www.g2.com/survey_responses/floqast-review-12817485)** **Rating:** 4.5/5.0 stars _— Rinalon E._ [Read full review](https://www.g2.com/survey_responses/floqast-review-12817485) #### What Are G2 Users Discussing About FloQast? - [What is FloQast used for?](https://www.g2.com/discussions/what-is-floqast-used-for) - 1 comment ### [Trintech](https://www.g2.com/products/trintech-trintech/reviews) Trintech is a software designed to execute financial close and reconciliation processes through a single, unified AI platform rather than merely managing them. The software provides transaction matching, account reconciliation, journal entry, and close management by leveraging native AI embedded across every solution to orchestrate end-to-end workflows. It automates variance analysis, exception handling, and accrual creation and reduces reliance on manual execution across ERP and financial systems. Trintech addresses the challenge of fragmented financial operations by connecting data, workflows, and controls into one system with human-in-the-loop governance built in. The software supports audit-ready outputs, continuous intelligent operations, and seamless integration with existing ERP environments without requiring system replacement. **Average Rating:** 4.5/5.0 **Total Reviews:** 538 #### How Do G2 Users Rate Trintech? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Accounting:** 8.2/10 (Category avg: 8.6/10) - **Management:** 7.9/10 (Category avg: 8.9/10) - **Distribution:** 7.4/10 (Category avg: 8.3/10) #### Who Is the Company Behind Trintech? - **Seller:** [Trintech](https://www.g2.com/sellers/trintech) - **Company Website:** www.trintech.com - **Year Founded:** 1987 - **HQ Location:** Plano, TX - **Twitter:** @TrintechInc 1,765 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84cb7411a5b810bc57f7bf4c687036effd1342849710ba467e047f58d8d9c89f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftrintech%2F&secure%5Burl_type%5D=linkedin_company_website) 650 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accountant, Redovisningsekonom - **Top Industries:** Accounting, Financial Services - **Company Size:** 41% Medium, 39% Large #### What Do G2 Reviewers Say About Trintech? _AI-generated summary from verified user reviews_ ##### Pros - Users find Trintech's tools exceptionally **easy to implement and use** , enhancing their overall financial processes effortlessly. - Users find that Trintech enhances reconciliation with **seamless automation and robust audit controls** , simplifying the entire process. - Users appreciate the **easy task linking and reporting** features of Trintech for streamlined process management. - Users praise Trintech for its **efficiency** , streamlining reconciliation and enhancing overall effectiveness in their work. - Users appreciate the **automation** features of Trintech, streamlining month-end close processes for enhanced efficiency and accuracy. ##### Cons - Users experience **poor reporting** in Trintech, highlighting a lack of flexibility and useful customizable options. - Users find **reconciliation issues** and slow performance problematic, impacting efficiency and customization options within Trintech. - Users note the **limited functionality** of Trintech, suggesting improvements for better engagement and integration with other systems. - Users struggle with **poor navigation** in Trintech, finding the interface non-intuitive and information hard to locate. - Users face **implementation difficulties** with Trintech, including integration challenges and a steep learning curve for new accounts. #### What Are Recent G2 Reviews of Trintech? **["Trintech Streamlines Financial Close with Powerful Automation and Compliance"](https://www.g2.com/survey_responses/trintech-review-12932152)** **Rating:** 5.0/5.0 stars _— Cem U._ [Read full review](https://www.g2.com/survey_responses/trintech-review-12932152) **["Cadency - Solution for Financial Close"](https://www.g2.com/survey_responses/trintech-review-7241613)** **Rating:** 5.0/5.0 stars _— Reetinder S._ [Read full review](https://www.g2.com/survey_responses/trintech-review-7241613) ### [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) BlackLine Financial Close Management is a software designed to replace unsustainable manual accounting processes with a unified, cloud-based financial operations management platform. The software provides solutions for financial close, accounts receivable, and intercompany accounting by leveraging automation and real-time data visibility across business units. It automates repetitive accounting tasks and reduces the risk of errors and process bottlenecks. BlackLine Financial Close Management addresses digital transformation challenges by unifying data and workflows to enhance accountability and control across the organization. The software supports large enterprises and midsize companies across industries seeking to streamline operations with speed and accuracy. **Average Rating:** 4.5/5.0 **Total Reviews:** 1,050 #### How Do G2 Users Rate BlackLine Financial Close Management? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Accounting:** 8.6/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.9/10) - **Distribution:** 7.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind BlackLine Financial Close Management? - **Seller:** [BlackLine](https://www.g2.com/sellers/blackline) - **Company Website:** www.blackline.com - **Year Founded:** 2001 - **HQ Location:** Woodland Hills, CA - **Twitter:** @BlackLine 3,813 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28267ba94ff577c4a7c2f73d9ae13a934b0ac4e8f3b6cd7ab53f588cb9938f42&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F362833%2F&secure%5Burl_type%5D=linkedin_company_website) 2,092 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Accountant, Accounting Manager - **Top Industries:** Accounting, Oil & Energy - **Company Size:** 59% Large, 32% Medium #### What Do G2 Reviewers Say About BlackLine Financial Close Management? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of BlackLine for automating tasks and improving reconciliation tracking efficiently. - Users appreciate the **efficiency and transparency** BlackLine brings to the close process, enhancing control and shortening closing time. - Users appreciate the **significant time savings** BlackLine offers with streamlined reconciliations and automated processes. - Users appreciate the **task management and automation** capabilities of BlackLine, enhancing efficiency and standardization in processes. - Users value the **efficiency of the closing process** , resulting in quicker closes and enhanced support for their team. ##### Cons - Users find the **limited functionality** of BlackLine Financial Close Management cumbersome, especially with data translation and navigation issues. - Users face **implementation difficulties** with BlackLine, citing complexity and a steep learning curve that impacts usability. - Users feel the **missing features** in BlackLine limit integration and task management, impacting efficiency during the financial close. - Users often face a **steep learning curve** with BlackLine Financial Close Management, complicating the onboarding process significantly. - Users find the **initial complexity** of BlackLine Financial Close Management challenging, impacting their implementation and learning experience. #### What Are Recent G2 Reviews of BlackLine Financial Close Management? **["Streamlines Financial Closing with Clear Structure"](https://www.g2.com/survey_responses/blackline-financial-close-management-review-7385641)** **Rating:** 4.0/5.0 stars _— Verified User in Accounting_ [Read full review](https://www.g2.com/survey_responses/blackline-financial-close-management-review-7385641) **["User-Friendly Task Management and account reconciliations"](https://www.g2.com/survey_responses/blackline-financial-close-management-review-12598772)** **Rating:** 4.0/5.0 stars _— Jesse G._ [Read full review](https://www.g2.com/survey_responses/blackline-financial-close-management-review-12598772) #### What Are G2 Users Discussing About BlackLine Financial Close Management? - [What is BlackLine used for?](https://www.g2.com/discussions/what-is-blackline-used-for) - [What is the easiest CRM to use?](https://www.g2.com/discussions/what-is-the-easiest-crm-to-use) - [What is BlackLine in accounting?](https://www.g2.com/discussions/what-is-blackline-in-accounting) - 1 comment - [What is SAP BlackLine?](https://www.g2.com/discussions/what-is-sap-blackline) - [What does BlackLine software do?](https://www.g2.com/discussions/what-does-blackline-software-do) ## FAQs About Financial Close Software Generated using AI Last updated: June 3, 2026 ### Best tools for managing intercompany reconciliations Based on G2 reviews, these products are most often associated with reconciliation visibility, automation, and close control. - [FloQast](https://www.g2.com/products/floqast) — close dashboard and reconciliation tracking. - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management) — intercompany matching and account reconciliations. - [Trintech](https://www.g2.com/products/trintech-trintech) — centralized reconciliations across multiple entities. ### Which platform offers AI-powered close process optimization Based on G2 reviews, these platforms are the clearest examples of AI-supported close automation and review workflows. - [FloQast](https://www.g2.com/products/floqast) — AI variance analysis and reminders. - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management) — AI matching and close visibility. - [Workiva](https://www.g2.com/products/workiva-workiva) — AI-assisted document and reporting updates. - [SAP Advanced Financial Closing](https://www.g2.com/products/sap-advanced-financial-closing) — AI-assisted close workflows and monitoring. ### Top tools for automating the month-end close process Based on G2 reviews, these products are most often linked to faster month-end close workflows. - [FloQast](https://www.g2.com/products/floqast) — checklist-driven month-end close management. - [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management) — automated reconciliations and task visibility. - [Trintech](https://www.g2.com/products/trintech-trintech) — close task management and reconciliations. - [SAP Advanced Financial Closing](https://www.g2.com/products/sap-advanced-financial-closing) — close orchestration and deadline tracking. ### What are the most important features in financial close software According to verified users, the most important features in financial close software are task visibility, reconciliation support, workflow standardization, and a clear audit trail. Recent reviewers repeatedly mention centralized dashboards, checklist management, role ownership, and alerts that reduce follow-up work during period end. Many also value integrations with ERP or accounting systems so balances, journal activity, and supporting documents stay connected. Automation is another recurring theme, especially for reconciliations, recurring close tasks, and variance review. Across products in this category, buyers also look for collaboration tools, documentation storage, and reporting views that make it easier to spot bottlenecks and keep teams aligned during month-end close. ### How do teams use Financial Close for month-end close G2 reviewers mention that teams use financial close tools to organize the full month-end close workflow in one place. Common use cases include assigning close tasks, tracking dependencies, monitoring reconciliation status, and storing review evidence for auditors or managers. Reviews also highlight using these platforms to automate recurring journal or reconciliation work, reduce spreadsheet handoffs, and surface bottlenecks before deadlines are missed. For multi-entity teams, users often value a shared view of ownership, timing, and supporting documentation across departments. Overall, recent feedback shows teams rely on financial close software to make the close process more visible, consistent, and easier to manage under tight reporting timelines. ### [SAP Cloud ERP (SAP S/4HANA Cloud)](https://www.g2.com/products/sap-cloud-erp-sap-s-4hana-cloud/reviews) SAP Cloud ERP (SAP S/4HANA Cloud) is a software designed to support mission-critical business operations in real time through a modular, AI-powered ERP platform. The software provides embedded analytics, intelligent automation, and cross-functional process management by leveraging a SaaS architecture that can also be deployed in hybrid environments. It automates core business workflows and reduces latency in decision-making through real-time data processing and the Fiori user interface. SAP Cloud ERP (SAP S/4HANA Cloud) addresses the need for global scalability and business model flexibility by serving as the foundational component of the SAP Business Suite, connecting applications, data, and AI. The software supports enterprises and mid-market organizations across industries seeking faster time to value and seamless integration across finance, operations, and supply chain. **Average Rating:** 4.4/5.0 **Total Reviews:** 945 #### How Do G2 Users Rate SAP Cloud ERP (SAP S/4HANA Cloud)? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Accounting:** 9.0/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.9/10) - **Distribution:** 8.7/10 (Category avg: 8.3/10) #### Who Is the Company Behind SAP Cloud ERP (SAP S/4HANA Cloud)? - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** www.sap.com - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 48% Large, 35% Medium #### What Do G2 Reviewers Say About SAP Cloud ERP (SAP S/4HANA Cloud)? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of SAP Cloud ERP, finding it straightforward and efficient for daily tasks. - Users value the **cloud-based architecture** of SAP S/4HANA Cloud, enhancing efficiency and reducing downtime significantly. - Users commend the **real-time processing and comprehensive functionalities** of SAP S/4HANA Cloud for efficiency in finance tasks. - Users appreciate the **efficiency** of SAP S/4HANA Cloud, benefiting from real-time data processing and streamlined financial management. - Users value the **real-time data capabilities** of SAP S/4HANA Cloud, enhancing decision-making and operational efficiency. ##### Cons - Users find SAP Cloud ERP **complex and restrictive** , especially regarding customization and the implementation process. - Users experience a **steep learning curve** with SAP Cloud ERP, making initial usage and adaptation quite challenging. - Users experience a **steep learning curve** with SAP Cloud ERP, often finding the interface overwhelming and complex for beginners. - Users note the **complex setup** of SAP Cloud ERP, often requiring extensive consulting support for initial implementation. - Users find the **limited customization options** in SAP S/4HANA Cloud restrictive, especially for industry-specific needs. #### What Are Recent G2 Reviews of SAP Cloud ERP (SAP S/4HANA Cloud)? **["Unified Real-Time Insights That Make Operations More Efficient"](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599)** **Rating:** 4.5/5.0 stars _— Mr. Prakash G._ [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13104599) **["SAP: A Complete Logistics Package with Powerful End-to-End Capabilities"](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736)** **Rating:** 5.0/5.0 stars _— Daniel G._ [Read full review](https://www.g2.com/survey_responses/sap-cloud-erp-sap-s-4hana-cloud-review-13058736) #### What Are G2 Users Discussing About SAP Cloud ERP (SAP S/4HANA Cloud)? - [What is SAP S/4HANA Cloud used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-cloud-used-for) - 2 comments, 3 upvotes - [What is SAP S/4HANA Asset Management for resource scheduling used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-asset-management-for-resource-scheduling-used-for) - 2 comments - [What is SAP S/4HANA for receivables management used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-for-receivables-management-used-for) - 1 comment - [What is SAP S/4HANA Manufacturing solutions used for?](https://www.g2.com/discussions/what-is-sap-s-4hana-manufacturing-solutions-used-for) - 1 comment - [What are the benefits of SAP HANA?](https://www.g2.com/discussions/what-are-the-benefits-of-sap-hana) - 1 comment ### [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream - Unified EPM is a software designed to empower CFOs, Controllers, and finance executives with a comprehensive Enterprise Performance Management and Corporate Performance Management platform. The software provides financial consolidation, close management, AI-driven planning, compliance reporting, and profitability analysis by leveraging a single extensible platform that unifies all financial and operational data. It automates consolidation workflows and reduces technical debt by adapting to evolving business needs without requiring multiple point solutions. OneStream - Unified EPM addresses the complexity of multi-source financial data by delivering a unified trial balance, intercompany eliminations, foreign exchange calculations, and ESG reporting within one governed system. The software supports over 1,700 customers including 15% of the Fortune 500, and integrates with Microsoft Excel, PowerPoint, and Power BI for reporting and analytics. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 #### How Do G2 Users Rate OneStream - Unified EPM? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Accounting:** 8.7/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.9/10) - **Distribution:** 8.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind OneStream - Unified EPM? - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** www.onestream.com - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream\_Soft 2,189 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website) 1,690 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Large, 28% Medium #### What Do G2 Reviewers Say About OneStream - Unified EPM? _AI-generated summary from verified user reviews_ ##### Pros - Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management. - Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting. - Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs. - Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights. - Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management. ##### Cons - Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage. - Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption. - Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users. - Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge. - Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)** **Rating:** 4.0/5.0 stars _— Damaris D._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) **["OneStream Review"](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)** **Rating:** 5.0/5.0 stars _— Tahir H._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is a software designed to bring FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace for finance teams. The software provides financial reporting, real-time insights, and consolidated data management by leveraging an AI-powered, Excel-native platform with over 600 integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information by consolidating inputs into a single source of truth. Datarails addresses the challenge of fragmented financial operations by unifying workflows and strengthening visibility and controls for the CFO's office. The software supports faster reporting, more accurate insights, and data-driven decision-making for mid-market and small-business finance teams. **Average Rating:** 4.6/5.0 **Total Reviews:** 368 #### How Do G2 Users Rate Datarails? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Accounting:** 8.9/10 (Category avg: 8.6/10) - **Management:** 8.8/10 (Category avg: 8.9/10) - **Distribution:** 7.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Datarails? - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails 1,139 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website) 407 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. ##### Cons - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. #### What Are Recent G2 Reviews of Datarails? **["Seamless, Faultless Reporting That Makes Work Easier"](https://www.g2.com/survey_responses/datarails-review-13067556)** **Rating:** 5.0/5.0 stars _— ben ._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) **["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13158805) #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is a software designed to serve as an AI-native ERP and FP&A platform for multi-entity accounting and finance teams. The software provides intercompany workflow management, real-time reporting, and financial consolidation by leveraging built-in AI alongside native integrations with Excel, Google Sheets, and QuickBooks. It automates routine financial tasks and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses the complexity of managing shared accounts, eliminations, and reporting across entities by bringing Accounting, AP/AR, and FP&A together in one connected platform. The software supports over 100 pre-built report templates, customizable dashboards, and drill-down visualizations for small businesses and mid-market finance teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 #### How Do G2 Users Rate LiveFlow? - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Accounting:** 9.5/10 (Category avg: 8.6/10) - **Management:** 9.1/10 (Category avg: 8.9/10) - **Distribution:** 8.6/10 (Category avg: 8.3/10) #### Who Is the Company Behind LiveFlow? - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website) 62 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About LiveFlow? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets. - Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates. - Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly. - Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports. - Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities. ##### Cons - Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow. - Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons. - Users desire more **customization options** for reports and dashboards, finding current limitations frustrating. - Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates. - Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment. #### What Are Recent G2 Reviews of LiveFlow? **["Real-Time Data Sync Revolutionizes Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-12166608)** **Rating:** 5.0/5.0 stars _— Jessica E._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) **["Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-11110255)** **Rating:** 4.5/5.0 stars _— Zaid N._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) CCH Tagetik is a software designed to empower enterprise-sized companies with a strategic and financial intelligence platform for faster, better-informed decision-making. The software provides financial close and consolidation, extended planning, ESG reporting, and corporate tax management including Global Minimum Tax by leveraging embedded AI and a data-powered Corporate Performance Management architecture. It automates complex accounting processes and reduces the effort required to consolidate budgeting, forecasting, and reporting into a single platform. CCH Tagetik addresses the challenge of fragmented financial and operational data by connecting seamlessly with leading enterprise systems through an open, extendable architecture. The software supports enterprise-wide insights, regulatory compliance, and growth initiatives for organizations in banking, insurance, and other complex industries. **Average Rating:** 4.3/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate CCH Tagetik? - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Accounting:** 8.9/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.9/10) - **Distribution:** 8.6/10 (Category avg: 8.3/10) #### Who Is the Company Behind CCH Tagetik? - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Company Website:** www.wolterskluwer.com - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters\_Kluwer 17,786 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website) 22,177 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Banking, Insurance - **Company Size:** 57% Large, 27% Medium #### What Do G2 Reviewers Say About CCH Tagetik? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks. - Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks. - Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes. - Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting. - Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes. ##### Cons - Users find the **learning curve steep** initially, but key functions become manageable with training and experience. - Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training. - Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies. - Users find the **usability complex** , requiring substantial effort and training for effective implementation and use. - Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding. #### What Are Recent G2 Reviews of CCH Tagetik? **["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)** **Rating:** 4.5/5.0 stars _— Charles M._ [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652) **["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)** **Rating:** 5.0/5.0 stars _— Dawid N._ [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012) #### What Are G2 Users Discussing About CCH Tagetik? - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) ### [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is a software designed to enhance real-time data access and automation for finance teams through an AI-native Financial Planning and Analysis platform. The software provides data consolidation, customizable reporting, and financial analytics by leveraging over 150 data connectors and bi-directional integrations with Excel, Google Sheets, and web-based dashboards. It automates repetitive financial reporting tasks and reduces error-prone busywork by up to 90% using no-code tools accessible to finance professionals without technical expertise. Aleph addresses the challenge of fragmented financial data by consolidating information from multiple systems into a single source of truth that supports faster and more accurate decision-making. The software supports forecasting, budgeting, and performance analysis for hundreds of mid-market and enterprise businesses seeking to optimize their financial operations. **Average Rating:** 4.9/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate Aleph? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Accounting:** 7.9/10 (Category avg: 8.6/10) - **Management:** 9.3/10 (Category avg: 8.9/10) - **Distribution:** 9.1/10 (Category avg: 8.3/10) #### Who Is the Company Behind Aleph? - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph 698 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website) 96 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Users find Aleph **intuitive and user-friendly** , effortlessly integrating with existing tools and streamlining data consolidation. - Users find Aleph's **ease of implementation** impressive, integrating seamlessly with existing systems and requiring minimal setup time. - Users commend the **excellent customer support** from Aleph, consistently providing prompt and effective assistance. - Users find Aleph's **implementation ease** exceptional, allowing quick integration without intensive resource commitment. - Users love the **Excel integration** of Aleph, enabling quick implementation and seamless data handling without heavy rework. ##### Cons - Users note the **missing features** in Aleph, particularly regarding customization and planning capabilities for scaling needs. - Users experience **slow performance** with complex dashboards and lengthy data refresh times, impacting their workflow efficiency. - Users face **glitches and bugs** with Aleph, causing disruptions and a need for frequent logins to restore functionality. - Users face **Excel integration issues** with Aleph, noting slower performance and struggles with Google Sheets compatibility. - Users experience frustrating **refresh issues** in Aleph, with delays impacting data extraction and overall functionality. #### What Are Recent G2 Reviews of Aleph? **["Dynamic, Customizable, and Backed by a Helpful Team"](https://www.g2.com/survey_responses/aleph-review-13155568)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/aleph-review-13155568) **["Streamlined Financial Planning with Robust AI Features"](https://www.g2.com/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13178690) ### [Planful](https://www.g2.com/products/planful/reviews) Planful is a software designed to help businesses drive peak financial performance through a cloud-based financial performance management platform. The software provides planning, budgeting, consolidations, reporting, and analytics by leveraging award-winning AI capabilities that accelerate decision-making and improve accuracy. It automates financial close and planning cycle workflows and reduces cycle times for finance teams across more than 100 countries. Planful addresses productivity and accuracy challenges in financial operations by unifying business-wide data and enabling faster reporting through a single, scalable platform. The software supports over 1,500 customers across enterprise and mid-market segments, including organizations in computer software and hospital and health care industries. **Average Rating:** 4.3/5.0 **Total Reviews:** 496 #### How Do G2 Users Rate Planful? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Accounting:** 7.7/10 (Category avg: 8.6/10) - **Management:** 8.5/10 (Category avg: 8.9/10) - **Distribution:** 8.1/10 (Category avg: 8.3/10) #### Who Is the Company Behind Planful? - **Seller:** [Planful](https://www.g2.com/sellers/planful) - **Company Website:** www.planful.com - **Year Founded:** 2000 - **HQ Location:** San Francisco, CA - **Twitter:** @Planful 7,546 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 558 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Hospital & Health Care - **Company Size:** 48% Medium, 45% Large #### What Do G2 Reviewers Say About Planful? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Planful, highlighting its intuitive design and minimal reliance on IT support. - Users value the **streamlined reporting capabilities** of Planful, enhancing efficiency and enabling strategic analysis. - Users appreciate the **streamlined reporting efficiency** of Planful, enhancing focus on strategic analysis and operational effectiveness. - Users value the **automation capabilities** of Planful, streamlining data management and enhancing financial analysis efficiency. - Users value Planful for its **centralized data management** and ease of use, enhancing integration and team collaboration. ##### Cons - Users face a **steep learning curve** with Planful, making initial implementation and understanding quite challenging. - Users face a **steep learning curve** with Planful, complicating initial setup and understanding for new adopters. - Users note a lack of **reporting and dashboard features** , hindering their ability to effectively manage data storage and access. - Users find Planful to be **not intuitive** , struggling with its complex setup and steep learning curve. - Users note a need for **improvements in planning modules** and clearer documentation to enhance the overall experience. #### What Are Recent G2 Reviews of Planful? **["Effortless Budgeting with Stellar Support"](https://www.g2.com/survey_responses/planful-review-12981881)** **Rating:** 4.5/5.0 stars _— Karthik S._ [Read full review](https://www.g2.com/survey_responses/planful-review-12981881) **["Powerful Forecasting and Excel Live Data That Saves Hours"](https://www.g2.com/survey_responses/planful-review-13159111)** **Rating:** 4.5/5.0 stars _— Verified User in Leisure, Travel & Tourism_ [Read full review](https://www.g2.com/survey_responses/planful-review-13159111) #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### [SAP Advanced Financial Closing](https://www.g2.com/products/sap-advanced-financial-closing/reviews) SAP Advanced Financial Closing is a software designed to plan, execute, and monitor the complex tasks involved in financial period-end closing within SAP S/4HANA and ERP environments. The software provides centralized task orchestration, real-time closing status visibility, and audit trail management by leveraging automated task lists that coordinate activities across modules and entities. It automates background jobs and reduces the time required to complete period-end close by replacing manual checklists and spreadsheets. SAP Advanced Financial Closing addresses bottlenecks in the financial close cycle by surfacing issues instantly through intuitive dashboards available to management. The software supports enterprise and mid-market organizations in accounting and information technology industries seeking greater control and transparency over their closing processes. **Average Rating:** 4.3/5.0 **Total Reviews:** 45 #### How Do G2 Users Rate SAP Advanced Financial Closing? - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Accounting:** 8.8/10 (Category avg: 8.6/10) - **Management:** 8.2/10 (Category avg: 8.9/10) - **Distribution:** 7.8/10 (Category avg: 8.3/10) #### Who Is the Company Behind SAP Advanced Financial Closing? - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Company Website:** www.sap.com - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP 297,052 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website) 141,955 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 40% Medium, 40% Large #### What Do G2 Reviewers Say About SAP Advanced Financial Closing? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **user-friendly design** of SAP Advanced Financial Closing, minimizing mistakes and enhancing workflow efficiency. - Users value the **centralized closing calendar** of SAP Advanced Financial Closing, enhancing visibility and workflow consistency across processes. - Users value the **automation of SAP transactions** , enhancing efficiency with a streamlined, user-friendly closing process. - Users value the **enhanced consistency** offered by SAP Advanced Financial Closing, streamlining the financial closing process effectively. - Users value the **centralized visibility** of SAP Advanced Financial Closing, improving workflow standards and deadline adherence. ##### Cons - Users find the **difficult setup** of SAP Advanced Financial Closing limits their efficiency and complicates analysis. - Users face **Excel integration issues** that hinder analysis, reporting, and overall efficiency with SAP Advanced Financial Closing. - Users experience **inefficient reporting** , with slow processes reliant on the ABAP team and limited analytical capabilities. - Users find the **slow performance** of SAP Advanced Financial Closing frustrating, impacting analysis and reporting capabilities. - Users find the **usability harsh for new users** , suggesting a need for a simplified user interface in SAP Advanced Financial Closing. #### What Are Recent G2 Reviews of SAP Advanced Financial Closing? **["Clear Visibility and Better Month-End Communication with SAP Advanced Financial Closing"](https://www.g2.com/survey_responses/sap-advanced-financial-closing-review-12824752)** **Rating:** 4.5/5.0 stars _— Hasti A._ [Read full review](https://www.g2.com/survey_responses/sap-advanced-financial-closing-review-12824752) **["Centralized, Automated Financial Close with Strong Visibility and Control"](https://www.g2.com/survey_responses/sap-advanced-financial-closing-review-12544856)** **Rating:** 4.5/5.0 stars _— Akhil S._ [Read full review](https://www.g2.com/survey_responses/sap-advanced-financial-closing-review-12544856) #### What Are G2 Users Discussing About SAP Advanced Financial Closing? - [What is SAP Financial Closing Cockpit used for?](https://www.g2.com/discussions/what-is-sap-financial-closing-cockpit-used-for) ### [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is a software designed to optimize decision-making for enterprises through a scenario planning and analysis platform built for complex business environments. The software provides cross-functional collaboration, intelligent insight surfacing, and connected planning by leveraging a flexible architecture that breaks down organizational silos. It automates planning workflows and reduces the friction of disconnected data across corporate performance management, budgeting, forecasting, and supply chain planning. Anaplan addresses the challenge of fragmented organizational decision-making by unifying data and collaboration across finance, sales, operations, and workforce functions. The software supports over 2,400 global brands across enterprise and mid-market segments, spanning information technology, financial services, and multiple G2 planning categories. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 #### How Do G2 Users Rate Anaplan? - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Accounting:** 8.3/10 (Category avg: 8.6/10) - **Management:** 9.2/10 (Category avg: 8.9/10) - **Distribution:** 7.5/10 (Category avg: 8.3/10) #### Who Is the Company Behind Anaplan? - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan 21,768 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website) 2,836 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users. - Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs. - Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases. - Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions. - Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas. ##### Cons - Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis. - Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability. - Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use. - Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations. - Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls. #### What Are Recent G2 Reviews of Anaplan? **["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) **["Real-Time, Flexible Modeling That Speeds Up Decision-Making"](https://www.g2.com/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix Software is a software designed to empower finance teams with clarity, capacity, and confidence through a cloud-based Financial Performance Platform. The software provides budgeting, forecasting, reporting, and financial close and consolidation by leveraging Prophix One Intelligence AI to automate data preparation, identify anomalies, and deliver actionable insights. It automates complex financial workflows and reduces time to value through built-in workflows, configurable templates, and a user interface tailored for finance professionals. Prophix Software addresses the challenge of managing complex financial processes at scale by delivering enterprise-grade security, controls, and adoption without requiring extensive technical expertise. The software supports over 3,000 customers across more than 100 countries in industries including insurance and construction, spanning mid-market and enterprise segments. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 #### How Do G2 Users Rate Prophix Software? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Accounting:** 7.9/10 (Category avg: 8.6/10) - **Management:** 9.0/10 (Category avg: 8.9/10) - **Distribution:** 8.8/10 (Category avg: 8.3/10) #### Who Is the Company Behind Prophix Software? - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix 1,990 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website) 572 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Medium, 37% Large #### What Do G2 Reviewers Say About Prophix Software? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. ##### Cons - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)** **Rating:** 4.5/5.0 stars _— Corey H._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) **["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)** **Rating:** 5.0/5.0 stars _— James W._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### [Vena](https://www.g2.com/products/vena/reviews) Vena is a software designed to give finance and accounting teams independent access to FP&A capabilities, expertise, and insights through an agentic AI-powered Complete FP&A platform. The software provides budgeting, forecasting, financial close, and business-wide reporting by leveraging native integrations with the Microsoft technology ecosystem and an Excel-based interface built for rapid implementation. It automates budget cycles and planning processes and reduces the time required to complete financial reporting within the natural flow of work. Vena addresses the challenge of complex FP&A adoption by delivering a flexible, user-friendly platform that requires minimal technical expertise and supports quick deployment. The software supports over 2,000 companies of all sizes and integrates across Corporate Performance Management, Budgeting and Forecasting, and Sales Performance Management use cases. **Average Rating:** 4.5/5.0 **Total Reviews:** 472 #### How Do G2 Users Rate Vena? - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Accounting:** 8.7/10 (Category avg: 8.6/10) - **Management:** 9.1/10 (Category avg: 8.9/10) - **Distribution:** 8.9/10 (Category avg: 8.3/10) #### Who Is the Company Behind Vena? - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions 1,347 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website) 706 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Medium, 20% Large #### What Do G2 Reviewers Say About Vena? _AI-generated summary from verified user reviews_ ##### Pros - Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation. - Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management. - Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes. - Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders. - Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly. ##### Cons - Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process. - Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes. - Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes. - Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome. - Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency. #### What Are Recent G2 Reviews of Vena? **["Revolutionized Budgeting and Reporting with Vena"](https://www.g2.com/survey_responses/vena-review-12854573)** **Rating:** 4.5/5.0 stars _— Akshit M._ [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) **["Endless Solution for Finance professionals"](https://www.g2.com/survey_responses/vena-review-9663699)** **Rating:** 5.0/5.0 stars _— Mohamed S._ [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) - ‹ Prev‹ Prev - 1 - [2](/categories/financial-close?order=g2_score&page=2#product-list) - [3](/categories/financial-close?order=g2_score&page=3#product-list) - [4](/categories/financial-close?order=g2_score&page=4#product-list) - [5](/categories/financial-close?order=g2_score&page=5#product-list) - … - [7](/categories/financial-close?order=g2_score&page=7#product-list) - [8](/categories/financial-close?order=g2_score&page=8#product-list) - [Next ›Next ›](/categories/financial-close?order=g2_score&page=2#product-list) Spotlight Categories [Employee Communications Software](https://www.g2.com/categories/employee-communications) [Inbound Call Tracking Software](https://www.g2.com/categories/inbound-call-tracking) [Fleet Management Software](https://www.g2.com/categories/fleet-management) [Data Observability Software](https://www.g2.com/categories/data-observability) [Account-Based Orchestration Platforms](https://www.g2.com/categories/account-based-orchestration-platforms) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse Financial Close Themes](/categories/financial-close/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated April 9, 2026 Financial close software provides tools to help businesses complete the financial close cycle, enabling accountants to ensure books are accurate, track task completion via checklists, manage reconciliations, and monitor individual progress and deadlines across each close period. ### Core Capabilities of Financial Close Software To qualify for inclusion in the Financial Close category, a product must: - Allow users to create checklists and individual tasks related to closing accounting books - Track the financial close process so users can view progress, timelines, and approvals - Provide tools such as reconciliation repositories or reconciliation management to help users compare financial data - Integrate with or import spreadsheets from other database or accounting software products ### Common Use Cases for Financial Close Software Accounting teams use financial close software to streamline the end-of-period close process and reduce errors. Common use cases include: - Managing month-end and year-end close checklists with task assignment and deadline tracking - Reconciling accounts and comparing financial data sets to identify inconsistencies - Maintaining a historical database of past close periods organized by month and transaction type ### How Financial Close Software Differs from Other Tools Financial close software is purpose-built for the accounting close cycle, distinguishing it from broader financial platforms. These tools typically integrate with spreadsheets and accounting software to document relevant data, and may also integrate with or come packaged with [corporate performance management (CPM)](https://www.g2.com/categories/corporate-performance-management-cpm) features such as financial consolidation or [budgeting and forecasting](https://www.g2.com/categories/budgeting-and-forecasting) tools. ### Insights from G2 on Financial Close Software Based on category trends on G2, task-level tracking and reconciliation management stand out as the most valued capabilities. These platforms deliver reductions in close cycle time and improved auditability as primary outcomes of adoption. Top Tools at a Glance | | SEC reporting with linked financial statements | User Review "Streamlined Reporting with Excel Integration" | | | Accounting close orchestration with ERP-native reconciliations | User Review "Streamlined Compliance with Powerful Audit Trails" | | | Multi-ERP balance sheet reconciliation and journal control | User Review "Trintech Streamlines Financial Close with Powerful Automation and Compliance" | | | Automated reconciliations and close task orchestration | User Review "User-Friendly Task Management and account reconciliations" | | | In-memory cross-module financial close acceleration | User Review "Unified Real-Time Insights That Make Operations More Efficient" | | | Multi-ERP consolidation with extensible dimensionality | User Review "AVP, Engineering" | | | QuickBooks-to-Sheets automated close and consolidation | User Review "Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting" | | | Multi-entity consolidation with integrated planning workflows | User Review "CCH Tagetik – Personal Feedback" | | | Excel-native close with multi-source consolidation | User Review "Dynamic, Customizable, and Backed by a Helpful Team" | * * * Show More * * * ## How Do You Choose the Right Financial Close Software? ### What You Should Know About Financial Close Software ### Financial close software buying insights at a glance [Financial close software](https://www.g2.com/categories/financial-close) helps accounting and finance teams manage the period-end close with more structure, visibility, and control by bringing reconciliations, task management, journal entry workflows, and close monitoring into one system. Instead of coordinating the process through disconnected spreadsheets, email follow-ups, and manual checklists, teams use Financial close software and broader Financial close solutions to standardize recurring close activities, reduce process risk, and create a clearer path from transaction review to final [reporting](https://www.g2.com/software/financial-reporting). In practice, these platforms act as the operational layer behind the close, helping teams move faster from “what still needs to be done?” to “what is ready to report?” with fewer manual handoffs. As reporting timelines tighten and audit expectations continue to rise, Financial close automation software has become increasingly important for finance organizations that need consistency, accountability, and real-time insight into close progress. Buyers typically adopt Financial close tools to solve issues such as spreadsheet-driven coordination, delayed reconciliations, and limited visibility across distributed accounting teams.  Based on G2 reviews, products in the category perform strongly overall, with an average star rating of 4.59/5 and an average likelihood to recommend of 9.18/10. The strongest buying pattern I see is that teams evaluating the best Financial close software are usually looking for two things at once: tighter process control and less manual effort. That is why the best Financial close software is often judged not just on automation, but on how well it supports collaboration, integrates with ERP systems, and gives finance leaders confidence in the close process every day. Organizations use Financial close software to automate journal entry workflows, manage [account reconciliations,](https://www.g2.com/categories/financial-reconciliation) coordinate close task checklists, and accelerate reporting timelines. Many reviewers highlight the ability of Financial close solutions to centralize financial workflows and improve collaboration between [accounting](https://www.g2.com/best-software-companies/top-accounting-and-finance), FP&A, and finance leadership teams. With Financial close automation software, teams gain better visibility into the status of close activities and can reduce bottlenecks that delay reporting cycles. As finance operations mature, many organizations expand their use of Financial close tools to support audit readiness, compliance documentation, and cross-system integrations. Pricing for Financial close solutions typically follows a subscription model and varies based on the number of entities, users, and required integrations. Entry-level deployments may start with smaller accounting teams automating reconciliations and close task management, while enterprise implementations scale to support multi-entity reporting, [ERP](https://www.g2.com/categories/erp-systems) integrations, and advanced automation capabilities. ### Top 5 FAQs from software buyers - What is the best Financial close software for mid-size finance teams? - How does Financial close automation software reduce month-end close time? - What features should I look for in Financial close tools? - How do Financial close solutions integrate with ERP systems? - What is the average implementation time for Financial close software? G2’s top-rated financial close software, based on verified reviews, includes [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [FloQast](https://www.g2.com/products/floqast/reviews) **,** [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) **, and** [Adra by Trintech](https://www.g2.com/products/adra-by-trintech/reviews) ### What are the top-reviewed Financial Close Software on G2? [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 702 - Satisfaction: 99 - Market Presence: 94 - G2 Score: 97 [FloQast](https://www.g2.com/products/floqast/reviews) - Number of Reviews: 1321 - Satisfaction: 99 - Market Presence: 80 - G2 Score: 90 [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews) - Number of Reviews: 810 - Satisfaction: 72 - Market Presence: 90 - G2 Score: 81 [Adra by Trintech](https://www.g2.com/products/adra-by-trintech/reviews) - Number of Reviews: 305 - Satisfaction: 66 - Market Presence: 66 - G2 Score: 66 [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) - Number of Reviews: 108 - Satisfaction: 55 - Market Presence: 72 - G2 Score: 64 **Satisfaction score** reflects how positively users rate and feel about a product based on review-driven signals (beyond just a star average). ([Source 2](https://www.g2.com/reports))  **Market Presence score** reflects a product’s reach and strength in the market using signals like market share, seller size, and broader visibility/impact indicators. ([Source 2](https://www.g2.com/reports)) **G2 Score** is calculated as a proprietary composite that (in simplified terms) averages Satisfaction and Market Presence to rank products within a category. ([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 Financial Close Tools #### Feedback Pros: What Users Consistently Appreciate - **Real-time visibility into month-end close progress and task tracking across teams** _“I really like how Adra by Trintech streamlines and automates our month-end close processes, including account reconciliations, transaction matching, and task management. The platform is user-friendly and has significantly improved our accuracy and visibility across the close cycle. It reduces manual work and helps our team stay organized and compliant. It saves a lot of time during the month-end close and makes the entire process much smoother. Its efficiency and reliability are commendable, and it has enabled our financial close to be faster, more efficient, and easier to manage. The combination with our accounting/ERP system improves accuracy, visibility, and overall workflow efficiency. The initial setup was fairly straightforward, and the benefits in automation and consistency quickly became apparent.”_ _-_ [_Cem U._](https://www.g2.com/products/adra-by-trintech/reviews/adra-by-trintech-review-11840316)_, Adra by Trintech Review_ - **User-friendly workflows simplifying journal entries, reconciliations, and financial reporting processes** **“** _I love how easy Floqast is to use. It is extremely user-friendly and has an abundance of features. Each day that I use Floqast, I am introduced to a feature I did not know. Floqast also sends email updates and trainings that I can take advantage of to learn more about their tools. The platform keeps everything organized, transparent, and easy to track, and it works so well with Excel! The automated reminders and checklists make sure nothing slips through the cracks, which helps reduce stress during month-end.”_ _-_ [_Sadonia S._](https://www.g2.com/products/floqast/reviews/floqast-review-11864773)_, Floqast Review_ - **Automated close process coordination reducing manual spreadsheets and repetitive accounting tasks** _“Blackline helps to automate much of the reconciliation, manual entry process, and matching.”_ _-_ [_Gerred B._](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews/blackline-financial-close-management-review-11654781)_, BlackLine Financial Close Management Review_ #### Cons: Where Many Platforms Fall Short - **Steep learning curve for new users during initial setup and configuration** _“Big learning curve to set up the system and to train new users. While it is very customizable, it is time-consuming and can be complex to set up customizations.”_ _-_ [_Jessica H.,_](https://www.g2.com/products/onestream-unified-epm/reviews/onestream-unified-epm-review-11103790)_OneStream - Unified EPM Review_ - **Complex reporting or variance analysis workflows requiring advanced technical knowledge** _“Workiva is a powerful platform best suited for complex reporting. For smaller teams or simpler needs, however, it can be over-engineered. Implementation requires significant time and training to map data, set permissions, and build templates. Its flexibility demands strong governance to avoid redundant workflows, and integrations with other systems could be smoother. As an enterprise-level solution, its cost scales significantly with usage, making it a substantial investment that requires committed resources to realize its full value.”_ _-_ [_Melinda B_](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-11801175)_., Workiva Review_ - **Time-consuming configuration for integrations with ERP or financial data systems** _“We ran into a few challenges during implementation, and setting up the framework was fairly complex and time-consuming. That said, none of these issues had any negative impact on its functionality.” _ _-_ [_Leopoldo B._](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12336828)_, Workiva Review_ ### My Expert Takeaway on Financial Close Software in 2026 After analyzing the G2 review data, a few clear patterns emerge about how finance teams successfully adopt Financial close platforms. Overall satisfaction across reviews is strong, with an average star rating of 4.59, indicating widespread approval among finance professionals. Users also report high performance in usability, with an average ease-of-use score of 5.77, suggesting that most modern platforms prioritize intuitive workflows for accounting teams. High-performing finance organizations tend to use Financial close tools as part of a broader finance transformation strategy rather than simply replacing spreadsheets. These teams often standardize close checklists, automate reconciliations, and integrate their Financial close software with ERP systems to create a single operational workflow for accounting activities. Power users—particularly those in SaaS, technology, and large enterprise environments report the greatest benefits when they combine Financial close automation software with automated reporting and [audit documentation.](https://www.g2.com/categories/audit-management) Another important indicator of product value is advocacy among users. In this dataset, reviewers reported an average likelihood-to-recommend score of 9.18 out of 10, reflecting strong confidence among finance professionals implementing these platforms. The quality of support also remains an important factor, with many reviewers highlighting vendor support teams as a critical element during onboarding and initial setup. From my perspective, the best Financial close software balances automation with transparency. The most effective platforms provide real-time insights into close progress while enabling finance leaders to standardize processes across distributed teams. Organizations evaluating Financial close solutions should prioritize strong ERP integrations, scalable automation capabilities, and collaborative [workflow management](https://www.g2.com/categories/workflow-management) to fully realize the benefits of modern Financial close automation. ### Financial Close Software FAQs #### **What is financial consolidation and close?** Financial consolidation and close is the process finance teams use to collect, reconcile, and finalize financial data across entities before reporting results. It typically includes account reconciliations, journal entries, intercompany matching, task management, and final reporting, all designed to help organizations close the books accurately and on time. #### **What is the difference between commercial close and financial close?** Commercial close usually refers to finalizing the business terms of a deal or transaction, while financial close refers to completing the accounting process required to report financial results for a period. In practice, financial close is an internal finance and accounting workflow, whereas commercial close is more often tied to contracts, sales, or transaction execution. #### **How long does financial close take?** Financial close timelines vary based on company size, system complexity, and how much of the process is automated, but many organizations still spend several days to multiple weeks completing month-end or quarter-end close. Teams using financial close automation software often reduce delays by standardizing workflows, automating reconciliations, and improving visibility into close status. #### **Which financial close software offers the most customizable workflows?** Among the products discussed earlier, [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews), [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews) are often the strongest fits for teams that need more customizable workflows. Blackline is well known for structured close-process controls, OneStream is better suited for organizations with broader finance process complexity, and Workiva is a strong option when workflow flexibility needs to connect closely with reporting and collaborative documentation. #### **Which financial close tool integrates with ERP systems?** Several leading financial close tools integrate with ERP systems, but [BlackLine Financial Close Management](https://www.g2.com/products/blackline-blackline-financial-close-management/reviews), [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews), and [Adra by Trintech](https://www.g2.com/products/adra-by-trintech/reviews) are the most relevant options. These platforms are commonly evaluated by buyers who want to connect close workflows with ERP data, improve reconciliation accuracy, and reduce manual handoffs across finance systems. #### Sources - [G2 Research Hub](https://research.g2.com/insights/demo-automation) - [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) - [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched and written by[](https://research.g2.com/insights/author/gauri-pawsey)[Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: March 16, 2026