# Best Budgeting and Forecasting Software ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 234 ### Category Stats (Aug 2026) - **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 14,000+ Authentic Reviews - 234+ 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 Budgeting and Forecasting Software ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444) Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, and LiveFlow. Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=liveflow) **Sponsored** ### CCH Tagetik The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-03T20%3A39%3A15Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting&secure%5Btoken%5D=b58544879c281f637d28daafca79e38f453806ea50a52d18897e6877fd9e1698&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url) ### [Datarails](https://www.g2.com/es/products/datarails/reviews) Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 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 rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes. **Average Rating:** 4.6/5.0 **Total Reviews:** 368 #### How Do G2 Users Rate Datarails? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.2/10 (Category avg: 9.2/10) - **Ajustes:** 8.4/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.5/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Datarails? - **Vendedor:** [Datarails](https://www.g2.com/es/sellers/datarails) - **Sitio web de la empresa:** www.Datarails.com - **Año de fundación:** 2015 - **Ubicación de la sede:** New York - **Twitter:** @datarails 1,139 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director Financiero, Director Financiero - **Top Industries:** Servicios Financieros, Atención hospitalaria y sanitaria - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios aprecian la **facilidad de uso** de Datarails para generar informes y gestionar datos de manera eficiente. - Los usuarios valoran la **integración nativa de Excel** , encontrando que mejora los flujos de trabajo mientras asegura la gobernanza de datos y la facilidad de uso. - Los usuarios elogian a Datarails por su **eficiencia en la elaboración de informes** , permitiendo una agregación de datos sin problemas y una gestión financiera optimizada. - Los usuarios valoran la **integración de datos sin problemas** en Datarails, mejorando los flujos de trabajo mientras aseguran la precisión y el cumplimiento. - Los usuarios valoran la **eficiencia** de Datarails, agilizando procesos y mejorando la visibilidad financiera con informes automatizados. ##### Cons - Los usuarios encuentran el **dificultad de aprendizaje** desafiante, especialmente al manejar la configuración inicial y resolver problemas dentro del software. - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con Datarails, pero el soporte y las actualizaciones ayudan a facilitar el proceso de incorporación. - Los usuarios están decepcionados por **las características faltantes** en Datarails, lo que limita su capacidad para aprovechar completamente la plataforma. - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con Datarails, pero el soporte y las actualizaciones ayudan a los usuarios a adaptarse con el tiempo. - Los usuarios encuentran **la complejidad en los procesos de backend** de Datarails frustrante, complicando los esfuerzos de rastreo y resolución de problemas de datos. #### What Are Recent G2 Reviews of Datarails? **["Informes sin fisuras y sin fallos que facilitan el trabajo"](https://www.g2.com/es/survey_responses/datarails-review-13067556)** **Rating:** 5.0/5.0 stars _— ben ._ [Read full review](https://www.g2.com/es/survey_responses/datarails-review-13067556) **["Gran ahorro de tiempo para diarios, actualizaciones de TB y listados de transacciones instantáneas"](https://www.g2.com/es/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/es/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/es/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### [Anaplan](https://www.g2.com/es/products/anaplan/reviews) Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 #### How Do G2 Users Rate Anaplan? - **¿Ha sido the product un buen socio para hacer negocios?:** 8.6/10 (Category avg: 9.2/10) - **Ajustes:** 8.8/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.8/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Anaplan? - **Vendedor:** [Anaplan](https://www.g2.com/es/sellers/anaplan) - **Sitio web de la empresa:** www.anaplan.com - **Año de fundación:** 2006 - **Ubicación de la sede:** Miami, FL - **Twitter:** @anaplan 21,768 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente, Consultor Senior - **Top Industries:** Tecnología de la información y servicios, Servicios Financieros - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios encuentran la **facilidad de uso** de Anaplan excepcional, mejorando la colaboración y simplificando el proceso de planificación para todo tipo de usuarios. - Los usuarios valoran la **flexibilidad** de Anaplan, permitiendo modelos de planificación personalizados que se adaptan a sus necesidades empresariales únicas. - Los usuarios valoran la **interfaz fácil de usar** de Anaplan, que simplifica aplicaciones de planificación complejas en diversos casos de uso. - Los usuarios valoran la **eficiencia** de Anaplan, lo que permite respuestas rápidas a las cambiantes necesidades empresariales con soluciones de planificación integradas. - Los usuarios valoran Anaplan por sus **capacidades de planificación fáciles de usar y escalables** , mejorando la toma de decisiones en diversas áreas de negocio. ##### Cons - Los usuarios critican a Anaplan por **soporte limitado y altos costos** , junto con problemas de rendimiento que afectan a grandes conjuntos de datos y análisis. - Los usuarios expresan preocupaciones sobre **características faltantes** como APIs públicas y una visualización de datos deficiente, lo que afecta la usabilidad general. - Los usuarios encuentran la **curva de aprendizaje empinada** al dominar Anaplan, necesitando tiempo y experiencia significativos para su uso óptimo. - Los usuarios experimentan **problemas de rendimiento** con Anaplan, particularmente tiempos de carga prolongados durante cálculos complejos y limitaciones de espacio de trabajo. - Los usuarios encuentran una **falta de funciones** en Anaplan, sintiendo que las herramientas esenciales están ausentes o detrás de muros de pago. #### What Are Recent G2 Reviews of Anaplan? **["Modelado en tiempo real y flexible que acelera la toma de decisiones"](https://www.g2.com/es/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/es/survey_responses/anaplan-review-12715706) **["Una plataforma de planificación flexible para uso empresarial"](https://www.g2.com/es/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/es/survey_responses/anaplan-review-12927992) #### What Are G2 Users Discussing About Anaplan? - [¿Para qué se utiliza Fluence Technologies?](https://www.g2.com/es/discussions/what-is-fluence-technologies-used-for) - 1 comment - [¿En qué se diferencia Anaplan?](https://www.g2.com/es/discussions/how-is-anaplan-different) - 6 comments - [¿Es bueno Anaplan?](https://www.g2.com/es/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/es/discussions/what-database-does-anaplan-use) - 3 comments - [¿Qué es el software Anaplan?](https://www.g2.com/es/discussions/what-is-anaplan-software) - 4 comments ### [Vena](https://www.g2.com/es/products/vena/reviews) Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases. **Average Rating:** 4.5/5.0 **Total Reviews:** 472 #### How Do G2 Users Rate Vena? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.1/10 (Category avg: 9.2/10) - **Ajustes:** 8.9/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 9.0/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind Vena? - **Vendedor:** [Vena Solutions](https://www.g2.com/es/sellers/vena-solutions) - **Sitio web de la empresa:** www.venasolutions.com - **Año de fundación:** 2011 - **Ubicación de la sede:** Toronto - **Twitter:** @venasolutions 1,347 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financiero Senior, Analista Financiero - **Top Industries:** Tecnología de la información y servicios, Contabilidad - **Company Size:** 64% Medium, 20% Large #### What Do G2 Reviewers Say About Vena? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios encuentran que Vena es **fácil de usar** , gracias a su interfaz intuitiva y la creación de informes sin problemas. - Los usuarios valoran la **integración perfecta con Excel** de Vena, mejorando la facilidad de uso y la gestión eficiente de FP&A. - Los usuarios valoran Vena por su **única fuente de verdad** y flexibilidad en los procesos de presupuestación, pronóstico e informes. - Los usuarios aprecian la **interfaz de usuario intuitiva** de Vena, haciendo la gestión financiera sencilla y tranquilizadora para todas las partes interesadas. - Los usuarios elogian a Vena por sus **capacidades de informes eficientes** , optimizando la planificación financiera y mejorando significativamente el análisis de datos. ##### Cons - Los usuarios encuentran la **dificultad de aprendizaje** de Vena desafiante al principio, pero el apoyo ayuda a facilitar el proceso. - Los usuarios encuentran **la curva de aprendizaje desafiante** , especialmente al configurar plantillas y navegar por procesos avanzados. - Los usuarios encuentran el **empinada curva de aprendizaje** de Vena desafiante, especialmente durante la configuración inicial y los procesos avanzados. - Los usuarios encuentran la **curva de aprendizaje difícil** de Vena desafiante al principio, a menudo requiriendo tiempo y apoyo para superarla. - Los usuarios experimentan **tiempos de carga lentos** con Vena, especialmente con grandes conjuntos de datos y plantillas estándar, afectando la eficiencia. #### What Are Recent G2 Reviews of Vena? **["Presupuestación e informes revolucionados con Vena"](https://www.g2.com/es/survey_responses/vena-review-12854573)** **Rating:** 4.5/5.0 stars _— Akshit M._ [Read full review](https://www.g2.com/es/survey_responses/vena-review-12854573) **["Solución sin fin para profesionales de finanzas"](https://www.g2.com/es/survey_responses/vena-review-9663699)** **Rating:** 5.0/5.0 stars _— Mohamed S._ [Read full review](https://www.g2.com/es/survey_responses/vena-review-9663699) ### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 381 #### How Do G2 Users Rate Workday Adaptive Planning? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Workday Adaptive Planning? - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday 52,273 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website) 24,145 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 32% Large #### What Do G2 Reviewers Say About Workday Adaptive Planning? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. ##### Cons - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **["Comprehensive EPM Tool with a Learning Curve"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)** **Rating:** 4.5/5.0 stars _— Sunny J._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461) **["Streamlined Financial Reporting with Powerful Excel Integration"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13172416)** **Rating:** 4.0/5.0 stars _— Robert D._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13172416) #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### [IBM Planning Analytics](https://www.g2.com/es/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 #### How Do G2 Users Rate IBM Planning Analytics? - **¿Ha sido the product un buen socio para hacer negocios?:** 8.3/10 (Category avg: 9.2/10) - **Ajustes:** 9.1/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.8/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind IBM Planning Analytics? - **Vendedor:** [IBM](https://www.g2.com/es/sellers/ibm) - **Sitio web de la empresa:** www.ibm.com - **Año de fundación:** 1911 - **Ubicación de la sede:** Armonk, New York, United States - **Twitter:** @IBMSecurity 74,660 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website) 328,202 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financiero - **Top Industries:** Tecnología de la información y servicios, Servicios Financieros - **Company Size:** 51% Large, 36% Medium #### What Do G2 Reviewers Say About IBM Planning Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios destacan la **eficiencia mejorada** de IBM Planning Analytics, agilizando el análisis de datos y minimizando las tareas manuales. - Los usuarios valoran la **eficiencia de planificación** de IBM Planning Analytics, mejorando la gestión de datos y simplificando los procesos de presupuestación. - Los usuarios valoran las **fuertes características de visualización de datos** que simplifican el análisis de datos complejos para tomar decisiones financieras informadas. - Los usuarios aprecian la **precisión de las previsiones** de IBM Planning Analytics, lo que les permite tomar decisiones basadas en datos de manera eficiente. - Los usuarios aprecian la **interfaz fácil de usar** de IBM Planning Analytics, lo que permite un modelado eficiente y análisis de datos en tiempo real. ##### Cons - Los usuarios encuentran **desafiante la curva de aprendizaje** , especialmente con la interfaz compleja y la configuración inicial de IBM Planning Analytics. - Los usuarios enfrentan una **dificultad de aprendizaje desafiante** con IBM Planning Analytics, particularmente durante la configuración inicial y la incorporación. - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con IBM Planning Analytics, a menudo encontrándolo complejo y poco intuitivo para los nuevos usuarios. - Los usuarios encuentran la **complejidad** de IBM Planning Analytics desafiante, especialmente durante la configuración inicial y la navegación para los recién llegados. - Los usuarios encuentran la **curva de aprendizaje difícil** desafiante, especialmente para los nuevos usuarios que navegan por características y flujos de trabajo complejos. #### What Are Recent G2 Reviews of IBM Planning Analytics? **["Planificación y Pronóstico Poderosos con Actualizaciones Rápidas e Integración Suave con Excel"](https://www.g2.com/es/survey_responses/ibm-planning-analytics-review-12648783)** **Rating:** 4.5/5.0 stars _— Himanshu J._ [Read full review](https://www.g2.com/es/survey_responses/ibm-planning-analytics-review-12648783) **["Robusto, eficiente pero complejo para nuevos usuarios"](https://www.g2.com/es/survey_responses/ibm-planning-analytics-review-12802559)** **Rating:** 4.0/5.0 stars _— Jeanpierre L._ [Read full review](https://www.g2.com/es/survey_responses/ibm-planning-analytics-review-12802559) #### What Are G2 Users Discussing About IBM Planning Analytics? - [¿Para qué se utiliza IBM Planning Analytics con Watson?](https://www.g2.com/es/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/es/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/es/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/es/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/es/discussions/how-do-i-use-ibm-planning-analytics) ### [Planful](https://www.g2.com/es/products/planful/reviews) Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 497 #### How Do G2 Users Rate Planful? - **¿Ha sido the product un buen socio para hacer negocios?:** 8.8/10 (Category avg: 9.2/10) - **Ajustes:** 8.1/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.4/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind Planful? - **Vendedor:** [Planful](https://www.g2.com/es/sellers/planful) - **Sitio web de la empresa:** www.planful.com - **Año de fundación:** 2000 - **Ubicación de la sede:** San Francisco, CA - **Twitter:** @Planful 7,546 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financiero, Analista Financiero Senior - **Top Industries:** Software de Computadora, Atención hospitalaria y sanitaria - **Company Size:** 48% Medium, 45% Large #### What Do G2 Reviewers Say About Planful? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios elogian la **facilidad de uso** de Planful, destacando su diseño intuitivo y la mínima dependencia del soporte de TI. - Los usuarios valoran las **capacidades de informes simplificadas** de Planful, mejorando la eficiencia y permitiendo un análisis estratégico. - Los usuarios aprecian la **eficiencia de informes simplificada** de Planful, mejorando el enfoque en el análisis estratégico y la efectividad operativa. - Los usuarios valoran las **capacidades de automatización** de Planful, agilizando la gestión de datos y mejorando la eficiencia del análisis financiero. - Los usuarios valoran Planful por su **gestión centralizada de datos** y facilidad de uso, mejorando la integración y la colaboración en equipo. ##### Cons - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con Planful, lo que hace que la implementación inicial y la comprensión sean bastante desafiantes. - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con Planful, lo que complica la configuración inicial y la comprensión para los nuevos adoptantes. - Los usuarios notan una falta de **funciones de informes y paneles** , lo que dificulta su capacidad para gestionar eficazmente el almacenamiento y acceso a los datos. - Los usuarios encuentran que Planful **no es intuitivo** , luchando con su configuración compleja y su pronunciada curva de aprendizaje. - Los usuarios notan la necesidad de **mejoras en los módulos de planificación** y una documentación más clara para mejorar la experiencia general. #### What Are Recent G2 Reviews of Planful? **["Pronósticos poderosos y datos en vivo de Excel que ahorran horas"](https://www.g2.com/es/survey_responses/planful-review-13159111)** **Rating:** 4.5/5.0 stars _— Usuario verificado en Ocio, viajes y turismo_ [Read full review](https://www.g2.com/es/survey_responses/planful-review-13159111) **["Presupuesto sin esfuerzo con un soporte estelar"](https://www.g2.com/es/survey_responses/planful-review-12981881)** **Rating:** 4.5/5.0 stars _— Karthik S._ [Read full review](https://www.g2.com/es/survey_responses/planful-review-12981881) #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/es/discussions/what-is-planful-used-for) ### [Martus](https://www.g2.com/es/products/martus/reviews) Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks. **Average Rating:** 4.7/5.0 **Total Reviews:** 98 #### How Do G2 Users Rate Martus? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.8/10 (Category avg: 9.2/10) - **Ajustes:** 8.7/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.8/10 (Category avg: 8.8/10) - **Análisis de varianza:** 9.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Martus? - **Vendedor:** [Martus Solutions](https://www.g2.com/es/sellers/martus-solutions) - **Sitio web de la empresa:** www.martussolutions.com - **Año de fundación:** 2008 - **Ubicación de la sede:** Greenville, US - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website) 46 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador - **Top Industries:** Gestión de organizaciones sin fines de lucro, Instituciones Religiosas - **Company Size:** 51% Medium, 30% Small #### What Do G2 Reviewers Say About Martus? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios aprecian la **facilidad de uso** de Martus, disfrutando de su presentación clara y su integración perfecta con los sistemas contables. - Los usuarios valoran el **excelente soporte al cliente** de Martus, mejorando su experiencia general y la eficiencia organizativa. - Los usuarios valoran la **integración perfecta** de Martus con los sistemas contables, mejorando la transparencia financiera y la eficiencia en la presupuestación. - Los usuarios elogian la **gestión de presupuestos simplificada** de Martus, reduciendo significativamente el tiempo y mejorando la accesibilidad para los gerentes. - Los usuarios valoran la **eficiencia en la presupuestación** de Martus, reduciendo significativamente el tiempo de preparación y mejorando el acceso a los informes financieros. ##### Cons - Los usuarios encuentran **la curva de aprendizaje desafiante** , requiriendo tiempo para adaptarse y entender la presentación de datos de manera efectiva. - Los usuarios encuentran el **empinado aprendizaje** de Martus desafiante, requiriendo tiempo y esfuerzo para comprender completamente el sistema. - Los usuarios encuentran que Martus tiene una **interfaz bastante compleja** que puede confundir y complicar el uso para las escuelas pequeñas. - Los usuarios encuentran la **interfaz de usuario confusa** ya que navegar entre hojas de trabajo y filtros puede ser engorroso y poco intuitivo. - Los usuarios encuentran que Martus tiene una **dificultad de aprendizaje** , requiriendo tiempo para entender las funciones de extracción de datos e informes. #### What Are Recent G2 Reviews of Martus? **["Martus: Presupuestación simplificada y segura — Presupuestos precisos con acceso granular"](https://www.g2.com/es/survey_responses/martus-review-13051917)** **Rating:** 5.0/5.0 stars _— Stephanie S._ [Read full review](https://www.g2.com/es/survey_responses/martus-review-13051917) **["Integración contable fluida con informes fáciles, exportaciones a Excel y gran valor"](https://www.g2.com/es/survey_responses/martus-review-13150999)** **Rating:** 5.0/5.0 stars _— Gabe R._ [Read full review](https://www.g2.com/es/survey_responses/martus-review-13150999) #### What Are G2 Users Discussing About Martus? - [¿Para qué se utiliza MartusTools?](https://www.g2.com/es/discussions/what-is-martustools-used-for) ### [Aleph](https://www.g2.com/de/products/getaleph/reviews) Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights. **Average Rating:** 4.9/5.0 **Total Reviews:** 108 #### How Do G2 Users Rate Aleph? - **War the product ein guter Geschäftspartner?:** 9.9/10 (Category avg: 9.2/10) - **Anpassungen:** 8.8/10 (Category avg: 8.8/10) - **Budget-Hierarchien:** 9.2/10 (Category avg: 8.8/10) - **Abweichungsanalyse:** 9.3/10 (Category avg: 8.8/10) #### Who Is the Company Behind Aleph? - **Verkäufer:** [Aleph](https://www.g2.com/de/sellers/aleph) - **Unternehmenswebsite:** www.getaleph.com - **Gründungsjahr:** 2020 - **Hauptsitz:** New York, US - **Twitter:** @getaleph 698 Twitter-Follower - **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/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 Mitarbeiter\*innen auf LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Finanzmanager - **Top Industries:** Computersoftware, Finanzdienstleistungen - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Benutzer finden Aleph **intuitiv und benutzerfreundlich** , da es sich mühelos in bestehende Werkzeuge integriert und die Datenkonsolidierung optimiert. - Benutzer finden Alephs **einfache Implementierung** beeindruckend, da es sich nahtlos in bestehende Systeme integriert und nur minimalen Einrichtungsaufwand erfordert. - Benutzer loben den **ausgezeichneten Kundensupport** von Aleph, der stets schnelle und effektive Unterstützung bietet. - Benutzer finden Alephs **Implementierungsleichtigkeit** außergewöhnlich, was eine schnelle Integration ohne intensiven Ressourceneinsatz ermöglicht. - Benutzer lieben die **Excel-Integration** von Aleph, die eine schnelle Implementierung und nahtlose Datenverarbeitung ohne großen Nachbearbeitungsaufwand ermöglicht. ##### Cons - Benutzer bemerken die **fehlenden Funktionen** in Aleph, insbesondere in Bezug auf Anpassungsmöglichkeiten und Planungsfähigkeiten für Skalierungsbedürfnisse. - Benutzer erleben **langsame Leistung** bei komplexen Dashboards und langen Datenaktualisierungszeiten, was ihre Arbeitseffizienz beeinträchtigt. - Benutzer haben **Störungen und Fehler** mit Aleph, was zu Unterbrechungen führt und häufige Anmeldungen erfordert, um die Funktionalität wiederherzustellen. - Benutzer haben **Excel-Integrationsprobleme** mit Aleph und bemerken eine langsamere Leistung sowie Schwierigkeiten mit der Kompatibilität zu Google Sheets. - Benutzer erleben frustrierende **Aktualisierungsprobleme** in Aleph, wobei Verzögerungen die Datenextraktion und die allgemeine Funktionalität beeinträchtigen. #### What Are Recent G2 Reviews of Aleph? **["Vereinfachte Finanzplanung mit robusten KI-Funktionen"](https://www.g2.com/de/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/de/survey_responses/aleph-review-13178690) **["Finanzanalyse, Budgetierung und Prognose leicht gemacht"](https://www.g2.com/de/survey_responses/aleph-review-13188949)** **Rating:** 5.0/5.0 stars _— Mark L._ [Read full review](https://www.g2.com/de/survey_responses/aleph-review-13188949) ### [LiveFlow](https://www.g2.com/es/products/liveflow/reviews) LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 #### How Do G2 Users Rate LiveFlow? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.6/10 (Category avg: 9.2/10) - **Ajustes:** 8.8/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.6/10 (Category avg: 8.8/10) - **Análisis de varianza:** 9.1/10 (Category avg: 8.8/10) #### Who Is the Company Behind LiveFlow? - **Vendedor:** [LiveFlow](https://www.g2.com/es/sellers/liveflow) - **Sitio web de la empresa:** www.liveflow.com - **Año de fundación:** 2021 - **Ubicación de la sede:** New York, US - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Contabilidad, Director Ejecutivo - **Top Industries:** Contabilidad, Servicios Financieros - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About LiveFlow? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios destacan la **facilidad de uso** de LiveFlow, apreciando sus características intuitivas y la integración perfecta con hojas de cálculo. - Los usuarios valoran las **capacidades de ahorro de tiempo** de LiveFlow, permitiendo una rápida generación de informes y reduciendo las actualizaciones manuales de datos. - Los usuarios valoran las **capacidades de ahorro de tiempo** de LiveFlow, agilizando la gestión de datos y mejorando la eficiencia de los informes sin esfuerzo. - Los usuarios valoran la **eficiencia de los informes** de LiveFlow, ahorrando horas con informes rápidos, de alta calidad y personalizables. - Los usuarios encuentran **LiveFlow altamente eficiente** , reduciendo drásticamente el tiempo dedicado a la elaboración de informes financieros para múltiples entidades. ##### Cons - Los usuarios encuentran una **falta de capacidades de análisis detallado** y solicitan una adición más rápida de nuevas funciones en LiveFlow. - Los usuarios encuentran el proceso de **informes ineficiente** engorroso, a menudo combinando informes manualmente para comparaciones año tras año. - Los usuarios desean más **opciones de personalización** para informes y paneles, encontrando frustrantes las limitaciones actuales. - Los usuarios enfrentan desafíos con **problemas de actualización** ya que el historial de versiones se vuelve difícil de navegar con actualizaciones frecuentes. - Los usuarios sienten que el servicio es **caro** , especialmente si solo se utilizan algunas funciones, lo que lo convierte en una inversión significativa. #### What Are Recent G2 Reviews of LiveFlow? **["Confiable, rápido y de apoyo: Liveflow es un cambio de juego para los informes financieros."](https://www.g2.com/es/survey_responses/liveflow-review-11110255)** **Rating:** 4.5/5.0 stars _— Zaid N._ [Read full review](https://www.g2.com/es/survey_responses/liveflow-review-11110255) **["La sincronización de datos en tiempo real revoluciona los informes financieros"](https://www.g2.com/es/survey_responses/liveflow-review-12166608)** **Rating:** 5.0/5.0 stars _— Jessica E._ [Read full review](https://www.g2.com/es/survey_responses/liveflow-review-12166608) #### What Are G2 Users Discussing About LiveFlow? - [¿Para qué se utiliza el complemento LiveFlow de Google Sheets?](https://www.g2.com/es/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### [OneStream - Unified EPM](https://www.g2.com/es/products/onestream-unified-epm/reviews) OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 #### How Do G2 Users Rate OneStream - Unified EPM? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.2/10 (Category avg: 9.2/10) - **Ajustes:** 8.6/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.7/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.4/10 (Category avg: 8.8/10) #### Who Is the Company Behind OneStream - Unified EPM? - **Vendedor:** [OneStream Software](https://www.g2.com/es/sellers/onestream-software) - **Sitio web de la empresa:** www.onestream.com - **Ubicación de la sede:** Birmingham, MI - **Twitter:** @OneStream\_Soft 2,189 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn® #### Who Uses This Product? - **Top Industries:** Manufactura, Servicios Financieros - **Company Size:** 63% Large, 28% Medium #### What Do G2 Reviewers Say About OneStream - Unified EPM? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios encuentran la **facilidad de uso** de OneStream invaluable, mejorando la eficiencia y la confianza en la gestión de datos financieros. - Los usuarios valoran la **plataforma unificada para datos financieros** , que agiliza la comunicación y consolidación para un informe sin problemas. - Los usuarios valoran la **flexibilidad** de OneStream, permitiendo soluciones personalizadas que satisfacen diversas necesidades organizacionales. - Los usuarios valoran las **capacidades de informes en tiempo real** de OneStream, mejorando su toma de decisiones con información instantánea. - Los usuarios aprecian la **plataforma única** que integra consolidación, planificación e informes para una gestión financiera sin problemas. ##### Cons - Los usuarios encuentran que la **dificultad de aprendizaje** de OneStream es significativa, a menudo recomendando formación para una mejor comprensión y uso. - Los usuarios enfrentan una **curva de aprendizaje pronunciada** con OneStream, lo que requiere una capacitación extensa para su uso y adopción efectivos. - Los usuarios encuentran la **curva de aprendizaje empinada** , recomendando formación debido a la interfaz intimidante y no intuitiva para los nuevos usuarios. - Los usuarios encuentran la **complejidad** de OneStream desafiante, especialmente con la creación de paneles y la escritura de Reglas de Negocio sin conocimiento previo. - Los usuarios encuentran que las **limitaciones del panel** obstaculizan el rendimiento, lo que hace que sea un desafío usarlo de manera efectiva desde el principio. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **["Vicepresidente Asociado, Ingeniería"](https://www.g2.com/es/survey_responses/onestream-unified-epm-review-12716812)** **Rating:** 4.0/5.0 stars _— Damaris D._ [Read full review](https://www.g2.com/es/survey_responses/onestream-unified-epm-review-12716812) **["Reseña de OneStream"](https://www.g2.com/es/survey_responses/onestream-unified-epm-review-7860983)** **Rating:** 5.0/5.0 stars _— Tahir H._ [Read full review](https://www.g2.com/es/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/es/discussions/what-does-onestream-xf-stand-for) - 2 comments - [¿Qué es el complemento de Excel de OneStream?](https://www.g2.com/es/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/es/discussions/is-onestream-an-erp) - 2 comments - [¿Qué tipo de sistema es OneStream?](https://www.g2.com/es/discussions/what-type-of-system-is-onestream) - 2 comments ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for 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) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.8/10) #### 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) ### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.6/5.0 **Total Reviews:** 40 #### How Do G2 Users Rate Intuit Enterprise Suite? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) #### Who Is the Company Behind Intuit Enterprise Suite? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Construction - **Company Size:** 68% Small, 29% Medium #### What Do G2 Reviewers Say About Intuit Enterprise Suite? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive and user-friendly design** of Intuit Enterprise Suite, simplifying financial management and reporting. - Users appreciate the **efficiency** of Intuit Enterprise Suite, noting it simplifies financial management and reporting significantly. - Users value the **easy access** provided by Intuit Enterprise Suite, enhancing workflow and saving significant time. - Users enjoy the **easy management** of Intuit Enterprise Suite, enhancing workflow efficiency and organization across multiple entities. - Users value the **feature-rich nature** of Intuit Enterprise Suite, enhancing financial management and operational efficiency effectively. ##### Cons - Users often experience **slow loading times** for reports, which can hinder their overall efficiency with Intuit Enterprise Suite. - Users find the **complex features** sometimes overwhelming, especially when needing to perform simple tasks. - Users find the **complex usability** overwhelming at times, especially for simple tasks and slow report loading. - Users find the **overwhelming array of features** can complicate simple tasks and slow down report loading times. - Users are frustrated by the **complicated merge process** when using multiple classes, leading to delays and inefficiencies. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)** **Rating:** 4.5/5.0 stars _— Elaine S._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869) **["Robust Accounting with Minor Improvements Needed"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178968)** **Rating:** 4.5/5.0 stars _— RD H._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178968) ### [Fathom](https://www.g2.com/es/products/fathom/reviews) Fathom proporciona un conjunto de herramientas de análisis en profundidad y métricas que te ayudan a ver exactamente qué tan bien está funcionando tu negocio. Estas herramientas y métricas ayudan a evaluar la rentabilidad, el flujo de caja, el crecimiento y otros indicadores clave de rendimiento (KPI). Fathom se integra perfectamente con Xero, QuickBooks Online/Desktop, Sage y MYOB; o importa datos a través de Excel y Google Sheets. Crea informes y paneles de control hermosos: Ya sea presentando a un cliente, informando a los inversores o actualizando a tu equipo de gestión, siempre estarás preparado con Fathom. Planifica con confianza con la previsión de flujo de caja: Fathom combina la planificación empresarial con un software de previsión de flujo de caja de tres vías poderosamente simple. Informes consolidados... hechos fáciles: Fathom te permite agrupar tus empresas relacionadas para crear informes consolidados para una organización. Además de informar para una empresa individual, puedes rastrear y monitorear fácilmente el rendimiento de un grupo al que pertenece una empresa. Benchmarking sobre la marcha: Fathom te ayuda a comparar, clasificar y evaluar fácilmente tus empresas, clientes o franquiciados. Obtén una visión clara con el Panel de Insights: Si estás gestionando una cartera de clientes o múltiples entidades empresariales, el Panel de Insights comprende métricas financieras clave para ayudarte a monitorear el rendimiento y detectar oportunidades de un vistazo. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 #### How Do G2 Users Rate Fathom? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.3/10 (Category avg: 9.2/10) - **Ajustes:** 8.6/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 7.8/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Fathom? - **Vendedor:** [Fathom Applications](https://www.g2.com/es/sellers/fathom-applications) - **Sitio web de la empresa:** www.fathomhq.com - **Año de fundación:** 2010 - **Ubicación de la sede:** Brisbane, QLD - **Twitter:** @fathomhq 7,396 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website) 70 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador Financiero - **Top Industries:** Contabilidad, Tecnología de la información y servicios - **Company Size:** 58% Small, 33% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - A los usuarios les encantan las **características intuitivas y flexibles** de Fathom, que mejoran la claridad de los informes y la visión operativa. - Los usuarios encuentran que Fathom es **intuitivo y poderoso** , lo que permite una planificación financiera sin esfuerzo y procesos de informes simplificados. - Los usuarios valoran las **capacidades versátiles de informes** de Fathom, mejorando la claridad y eficiencia en sus conocimientos financieros. - Los usuarios valoran el **rápido y útil soporte al cliente** de Fathom, mejorando su experiencia general con el producto. - Los usuarios elogian a Fathom por su **eficiencia en los informes** , lo que permite tomar decisiones precisas a través de informes visualmente atractivos y flexibles. ##### Cons - Los usuarios encuentran **características faltantes** en Fathom, particularmente luchan con las cargas de presupuesto y la falta de integración de KPI personalizados. - Los usuarios tienen dificultades con **problemas de carga** , encontrando el formato de Excel engorroso y la falta de automatización para la gestión del presupuesto. - Los usuarios encuentran **difícil la personalización** en Fathom, deseando más flexibilidad en las opciones de presentación de informes y datos. - Los usuarios encuentran **problemas de importación** frustrantes, ya que las cargas de datos sin problemas y la elaboración de presupuestos pueden ser engorrosas y propensas a errores. - Los usuarios sienten que Fathom necesita **mejoras en la claridad de la estructura y la representación gráfica** para un mejor informe y experiencia del usuario. #### What Are Recent G2 Reviews of Fathom? **["Informes sin esfuerzo con una claridad impresionante"](https://www.g2.com/es/survey_responses/fathom-review-13092549)** **Rating:** 5.0/5.0 stars _— Kara T._ [Read full review](https://www.g2.com/es/survey_responses/fathom-review-13092549) **["Integración fácil de QuickBooks con informes excepcionales y seguimiento de KPI"](https://www.g2.com/es/survey_responses/fathom-review-12952998)** **Rating:** 5.0/5.0 stars _— Nancy L._ [Read full review](https://www.g2.com/es/survey_responses/fathom-review-12952998) ### [Velixo](https://www.g2.com/es/products/velixo/reviews) Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations. **Average Rating:** 4.7/5.0 **Total Reviews:** 255 #### How Do G2 Users Rate Velixo? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.4/10 (Category avg: 9.2/10) - **Ajustes:** 7.3/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 7.3/10 (Category avg: 8.8/10) - **Análisis de varianza:** 7.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind Velixo? - **Vendedor:** [Velixo](https://www.g2.com/es/sellers/velixo) - **Sitio web de la empresa:** www.velixo.com - **Año de fundación:** 2017 - **Ubicación de la sede:** Montreal, QC - **Twitter:** @VelixoSolutions 90 seguidores en Twitter - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website) 63 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Director Financiero, Controlador - **Top Industries:** Construcción, Contabilidad - **Company Size:** 61% Medium, 27% Small #### What Do G2 Reviewers Say About Velixo? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios aprecian la **facilidad de uso** de Velixo, ya que se integra perfectamente con el familiar Excel para un reporte eficiente. - Los usuarios valoran la **integración perfecta con Excel** de Velixo, lo que permite el acceso a datos en tiempo real y una gestión eficiente de informes. - Los usuarios valoran la **eficiencia de los informes** de Velixo, disfrutando de una gestión de datos simplificada y conocimientos en tiempo real en Excel. - Los usuarios valoran la **funcionalidad de Excel** de Velixo, disfrutando de una integración perfecta y acceso a datos en tiempo real para informes eficientes. - Los usuarios valoran las **capacidades de ahorro de tiempo** de Velixo, reduciendo drásticamente las tareas de generación de informes y actualización de datos. ##### Cons - Los usuarios experimentan **problemas de integración con Excel** , lo que dificulta conectar y utilizar Velixo de manera efectiva. - Los usuarios notan una **curva de aprendizaje** desafiante, especialmente para aquellos que no están familiarizados con Excel o sistemas ERP. - Los usuarios encuentran la **complejidad de las fórmulas** en Velixo desafiante, lo que hace que la elaboración de informes sea más difícil de lo necesario. - Los usuarios informan de **problemas de actualización** con Velixo, señalando tiempos de espera más largos y errores técnicos ocasionales que afectan la usabilidad. - Los usuarios experimentan **rendimiento lento** con Velixo, especialmente cuando varios usuarios acceden a los datos simultáneamente, afectando la eficiencia. #### What Are Recent G2 Reviews of Velixo? **["Transforma Acumatica en una Solución Dinámica"](https://www.g2.com/es/survey_responses/velixo-review-10438038)** **Rating:** 5.0/5.0 stars _— Johanna K._ [Read full review](https://www.g2.com/es/survey_responses/velixo-review-10438038) **["Presupuesto simplificado y análisis de datos"](https://www.g2.com/es/survey_responses/velixo-review-11544025)** **Rating:** 5.0/5.0 stars _— Kelly M._ [Read full review](https://www.g2.com/es/survey_responses/velixo-review-11544025) #### What Are G2 Users Discussing About Velixo? - [¿Para qué se utiliza Velixo?](https://www.g2.com/es/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### [Pigment](https://www.g2.com/es/products/pigment-2024-01-19/reviews) Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic. **Average Rating:** 4.6/5.0 **Total Reviews:** 110 #### How Do G2 Users Rate Pigment? - **¿Ha sido the product un buen socio para hacer negocios?:** 9.6/10 (Category avg: 9.2/10) - **Ajustes:** 8.9/10 (Category avg: 8.8/10) - **Jerarquías presupuestarias:** 8.7/10 (Category avg: 8.8/10) - **Análisis de varianza:** 8.8/10 (Category avg: 8.8/10) #### Who Is the Company Behind Pigment? - **Vendedor:** [Pigment](https://www.g2.com/es/sellers/pigment) - **Sitio web de la empresa:** www.pigment.com - **Año de fundación:** 2019 - **Ubicación de la sede:** Paris, FR - **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website) 711 empleados en LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de FP&A - **Top Industries:** Software de Computadora, Servicios Financieros - **Company Size:** 73% Medium, 20% Large #### What Do G2 Reviewers Say About Pigment? _AI-generated summary from verified user reviews_ ##### Pros - Los usuarios aprecian la **flexibilidad** de Pigment, lo que permite modelos personalizados que se adaptan a medida que evolucionan las necesidades del negocio. - Los usuarios aprecian la **flexibilidad y multidimensionalidad** de Pigment, lo que permite una modelización efectiva y reportes en tiempo real. - Los usuarios valoran el **rápido y eficiente soporte al cliente** de Pigment, que ayuda a resolver problemas rápidamente. - Los usuarios aprecian la **facilidad de uso** de Pigment, encontrando su interfaz intuitiva y el soporte fácilmente disponible. - Los usuarios valoran la **automatización sin fisuras** de Pigment, lo que permite un manejo eficiente de datos y una rápida integración entre diversas entidades. ##### Cons - Los usuarios enfrentan desafíos con la **inexactitud de los datos** debido a conjuntos de datos incompletos y la disponibilidad manual que obstaculiza la eficiencia de los informes. - Los usuarios encuentran las **fórmulas complejas** , lo que lleva a desafíos con los cálculos y la gestión de API en Pigment. - Los usuarios encuentran que la **configuración compleja** de Pigment es rígida y desean opciones más simples para la gestión de API. - Los usuarios a menudo enfrentan **problemas de conectividad** con Pigment, especialmente cuando trabajan con grandes volúmenes de datos. - Los usuarios encuentran las **limitaciones de la fórmula** desafiantes, lo que lleva a una mayor complejidad en los cálculos y a pronósticos más lentos. #### What Are Recent G2 Reviews of Pigment? **["Tableros fáciles de usar, visualmente claros con potentes filtros"](https://www.g2.com/es/survey_responses/pigment-review-12723711)** **Rating:** 4.5/5.0 stars _— Gowtham R._ [Read full review](https://www.g2.com/es/survey_responses/pigment-review-12723711) **["Power Pivot en Esteroides: Planificación Intuitiva y Moderna con Colaboración en Tiempo Real"](https://www.g2.com/es/survey_responses/pigment-review-12511185)** **Rating:** 5.0/5.0 stars _— Maria M._ [Read full review](https://www.g2.com/es/survey_responses/pigment-review-12511185) - ‹ Prev‹ Prev - 1 - [2](/categories/budgeting-and-forecasting?order=g2_score&page=2#product-list) - [3](/categories/budgeting-and-forecasting?order=g2_score&page=3#product-list) - [4](/categories/budgeting-and-forecasting?order=g2_score&page=4#product-list) - [5](/categories/budgeting-and-forecasting?order=g2_score&page=5#product-list) - … - [15](/categories/budgeting-and-forecasting?order=g2_score&page=15#product-list) - [16](/categories/budgeting-and-forecasting?order=g2_score&page=16#product-list) - [Next ›Next ›](/categories/budgeting-and-forecasting?order=g2_score&page=2#product-list) Spotlight Categories [Affiliate Marketing Software](https://www.g2.com/categories/affiliate-marketing) [Time Tracking Software](https://www.g2.com/categories/time-tracking-software) [Accounts Payable Automation Software](https://www.g2.com/categories/ap-automation) [Contact Center Software](https://www.g2.com/categories/contact-center) [Project Management Software](https://www.g2.com/categories/project-management) 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) - [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) - [Financial Audit](/categories/financial-audit) [Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/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 June 24, 2026 Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance. These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis. Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy. To qualify for inclusion in the Budgeting and Forecasting category, a product must: - Create and manage organizational, project-based, or operational budgets - Allow users to create and manage multiple budget and forecast versions - Generate financial forecasts using historical, operational, or user-defined planning data - Compare budgeted or forecasted results against actual financial health - Consolidate budgets and forecasts across multiple departments, business units, projects, or entities - Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes - Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards Top Tools at a Glance | | Excel-native multi-source budgeting and consolidation | User Review "Seamless, Faultless Reporting That Makes Work Easier" | | | Cross-functional connected budgeting and scenario forecasting | User Review "Real-Time, Flexible Modeling That Speeds Up Decision-Making" | | | Excel-native FP&A with centralized version control | User Review "Revolutionized Budgeting and Reporting with Vena" | | | Multidimensional budgeting with in-memory scenario modeling | User Review "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" | | | Excel-to-centralized budgeting and consolidation workflows | User Review "Powerful Forecasting and Excel Live Data That Saves Hours" | | | Collaborative department budgeting with Sage Intacct integration | User Review "Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access" | | | Spreadsheet-native FP&A with multi-source actuals sync | User Review "Financial Analysis, Budgeting, and Forecasting Made Easy" | | | QuickBooks-native budget-vs-actuals with live spreadsheet sync | User Review "Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting" | | | Multi-source consolidation with unified budgeting and forecasting | User Review "AVP, Engineering" | * * * Show More ### Budgeting and Forecasting Topics - [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance) - [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2) - [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software) - [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026) - [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) [ ### Budgeting and Forecasting Topics Expand/Collapse ](#) - [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance) - [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2) - [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software) - [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026) - [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs) - [Most Popular FAQs](#most-popular-faqs) - [Small Business FAQs](#small-business-faqs) - [Enterprise FAQs](#enterprise-faqs) - [Sources](#sources) ## Learn More About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting 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), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026