--- title: Board Reviews meta_title: 'Board Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 319 reviews by the users' company size, role or industry to find out how Board works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 319 scale: '5' date_modified: '2026-07-17' parent_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # Board Reviews **Vendor:** Board International **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.4/5.0 **Total Reviews:** 319 ## About Board Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. ## Board Pros & Cons **What users like:** - Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions. (26 reviews) - Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes. (21 reviews) - Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient. (20 reviews) - Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform. (18 reviews) - Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly. (16 reviews) - Customizability (13 reviews) - Users value the **easy integrations** of Board, enabling seamless connections with multiple data sources for enhanced usage. (13 reviews) - Users appreciate the **implementation ease** of Board, enabling anyone to create tailored solutions effortlessly. (13 reviews) - Integrations (13 reviews) - Intuitive (13 reviews) **What users dislike:** - Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation. (9 reviews) - Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency. (8 reviews) - Users often find **missing features** in report creation limits their ability to effectively utilize the platform. (8 reviews) - Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling. (8 reviews) - Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets. (7 reviews) - Performance Issues (7 reviews) - Steep Learning Curve (7 reviews) - Users find the product **expensive** due to rising fees and extra costs for essential features and capabilities. (6 reviews) - Users face **integration issues** with Board, highlighting challenges in connecting systems and managing licenses efficiently. (6 reviews) - Users find the **learning difficulty** of Board frustrating, especially for smaller teams or those new to the system. (6 reviews) ## Board Reviews ### 1. Perfect tool for financial planning and reporting **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Manufacturing | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Board?** easy to implement, easy to connect with other legacy systems, the report created are easy to manage and users are happy and quickly became independent to manage their tasks **What do you dislike about Board?** licenses are a bit expensive. the users (and costs) should be improved **What problems is Board solving and how is that benefiting you?** integrate data from different erp, create global view and kpi **Official Response from Sandra Bartl:** > Thank you for sharing your positive experience with Board. We're glad to hear that it has made financial planning and reporting easier for you, especially in terms of integrating data from different ERP systems and creating global views and KPIs. We understand your feedback about the cost of licenses and will take that into account. We wish you a merry Christmas ### 2. Made reporting very easy **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Utilities | Mid-Market (51-1000 emp.) **Reviewed Date:** December 07, 2023 **What do you like best about Board?** The fact that can customize information from Oracle to fit my report needs for the business. **What do you dislike about Board?** I like everything at the moment. I do not have any complaints. **What problems is Board solving and how is that benefiting you?** Being able to view the financials before month-end close allows the business to course correct if needs be. **Official Response from Sandra Bartl:** > Hi, thank you so much for reviewing Board and sharing some insights. This is highly appreciated. ### 3. A good tool for reports and dashboards **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Food Production | Small-Business (50 or fewer emp.) **Reviewed Date:** December 08, 2023 **What do you like best about Board?** Very good tool to present your business data **What do you dislike about Board?** Some features can be added like a sub total that can be used for computations or I haven't learned to do them yet on my end **What problems is Board solving and how is that benefiting you?** presentation of data **Official Response from Sandra Bartl:** > Dear customer, thank you so much for taking the effort and writing a review about Board.Without context it is hard to tell but it sounds to me as if we can help you with your question about the sub totals. I highly recommend to reach out to your Board contact or customer_marketing@board.com to connect and check this. You are also welcome to share your question in our community. ### 4. Collection and reporting at a glance **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Business Supplies and Equipment | Enterprise (> 1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about Board?** Flexibility and user freindly approach, with a powerful engine **What do you dislike about Board?** difficulties in users definition management **What problems is Board solving and how is that benefiting you?** To have only one platform where the input from the subsidiaries worldwide are converging **Official Response from Sandra Bartl:** > Thank you for sharing your thoughts! We're pleased to hear that you appreciate Board's flexibility and user-friendly approach, along with its powerful engine. We acknowledge the challenges with user definition management and recommend to reach out to your Board contact or visit our community where you'll be able to find some supporting materials. Merry Christmas ### 5. Dynamic and flexible planning solution that can help every part of the business **Rating:** 5.0/5.0 stars **Reviewed by:** Tom O. | UK Managing Director, Mid-Market (51-1000 emp.) **Reviewed Date:** February 10, 2023 **What do you like best about Board?** The two best things about board are the look and feel and ease of adoption, but also the value that comes from one platform for every function (Finance, HR etc) **What do you dislike about Board?** There's nothing I dislike about Board! However, you do need to work with a good implementation partner to balance the greenfield approach with some prepared content. **What problems is Board solving and how is that benefiting you?** Board instantly solves all the issues with planning in excel - great workflow, robustness to data, and ability to cut and slice the plans in different multi-dimensions. On top of this is works across every part of the business but without modular costs. The more you build on it, the higher the ROI for the business. You can do just about anything in Board. ### 6. Board - data driven decision making **Rating:** 4.0/5.0 stars **Reviewed by:** Paul O. | GM Commercial Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** May 13, 2021 **What do you like best about Board?** Real-time info sharing, simple dashboard layout, unlimited data **What do you dislike about Board?** Sometimes the overnight refresh with our systems don't work, and it's hard to understand where the error comes from, which can lead to time wasted. Pros still outweigh the cons **What problems is Board solving and how is that benefiting you?** The sharing of accurate, relevant data with cost center owners, quickly. Benefits include cost saving by sharing real-time data ### 7. Great tool for Corporate Performance Management! **Rating:** 4.5/5.0 stars **Reviewed by:** Loek F. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 17, 2023 **What do you like best about Board?** Possibilities of scenario analysis. Collaborative working capabilities. Online Analytical calculation capabilities based on multiple variables Quick in handling lot of data **What do you dislike about Board?** Reporting functionalities can be better. Think for example of reporting multiple entities on the rows (like pivot in EXCEL). **What problems is Board solving and how is that benefiting you?** - Facilitates efficient financial forecast creation - Ability to derive insights from many data points on many different granularity levels - Ability to serve senior management with high level insights but at the same time lower management with more operational insights - Facilitates efficient budget process (topdown vs budget) - This all coming from one tool ### 8. Sales driven analysis **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Mid-Market (51-1000 emp.) **Reviewed Date:** June 28, 2021 **What do you like best about Board?** I like the performances (especially with version 12), the web-based view, and all the objects we can use on our reports. **What do you dislike about Board?** As a report designer, it is sometimes quite tricky to place the different objects effectively, even with the align tools (i always need to check the coordinates value of the other element to be sure it's aligned). Perhaps a "snap to grid" functionality would improve that. **What problems is Board solving and how is that benefiting you?** I'm helping some key users to analyze data quickly without having to export several Excel files and aggregate them to have a final result. Board let them have a report in a matter of seconds. We reduce the preparation time and focus on data analysis! ### 9. The software is quite easy to learn and allows you to do a lot of things **Rating:** 5.0/5.0 stars **Reviewed by:** Yoan V. | Contrôleur de gestion - Responsable de l'Informatique de Gestion, Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2023 **What do you like best about Board?** The software is easy to set up and maintain and the design of the tool is top. **What do you dislike about Board?** On the same screen, I would like to be able to filter with a selector on a single dataview. I'd also like more ease in formatting dataviews. **What problems is Board solving and how is that benefiting you?** Data consolidation Reduce the number of Excel files Ability to add analyses (text) directly in the tool We are more productive. ### 10. Excellent professional services, solid system, average system support. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Packaging and Containers | Enterprise (> 1000 emp.) **Reviewed Date:** November 17, 2022 **What do you like best about Board?** Board allows us to consolidate our financial data from multiple systems in a consistent manner at a reasonable price and output financial reports that are ready to be distributed to external users once validated. **What do you dislike about Board?** System maintenance is not dynamic; we spend a lot of time managing specific setups in our ERP and have to replicate in Board manually. We wish this could be an interface, though perhaps that was a possibility, and our design didn't allow it. I wasn't with Altium when the system specs were designed and agreed upon. Also, although their professional services team was fantastic during and post-implementation, I haven't had as much luck with the traditional support path of creating a ticket with their support team. The few times I tried, the tickets took a long time to be addressed, and the answers weren't very helpful, which shows a knowledge transfer gap between the professional services team and the support team as to system specifics that are unique to a given customer's environment. Also, it is tough to make changes in the system without a Board consultant or having someone highly skilled in Board's complex design by cube. Although we implemented their Budgeting and Forecasting module, it quickly became useless as we made changes in our business that we couldn't easily adjust for within the system. Another comment is that there are too many manual steps in the Consolidation process from start-to-end. **What problems is Board solving and how is that benefiting you?** The system allows us to gather data from multiple ERPs, in different currencies (currently only USD and CAD) and consolidate it into a finished set of financial reports. ### 11. The BOARD system has helped us meet a business. It is flexible and easy to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2022 **What do you like best about Board?** The system can be adapted to meet organisational needs. It is able to work with existing and new data and be able to give us customised reports and views. We have been able to replicate our current manual process and automate them to get more precise and real-time information. **What do you dislike about Board?** Implementation can be time consuming and I found it hard to dedicate time to work with the development team while still trying to do my normal work. A lot of time is needed to gather the needs, work on the views, test and implement. **What problems is Board solving and how is that benefiting you?** BOARD has been able to replicate our current manual processes, which are time-consuming, and we have been able to automate reporting. The system has also helped us to have all the required budgetary and expense information stored in wa way that is most helpful to the teams that are implementing our projects, especially as out current financial software if not able to do this. ### 12. Board international tool review **Rating:** 4.0/5.0 stars **Reviewed by:** Mayur T. | Application Development Team Lead, Enterprise (> 1000 emp.) **Reviewed Date:** January 17, 2023 **What do you like best about Board?** It is a great all in once decision making platform which combines business intelligence with CPM, Simulation and predictive analytics capabilities. **What do you dislike about Board?** The only thing I dislike about board is its performance to load the data when data set is large. **What problems is Board solving and how is that benefiting you?** It is solving problems like budgeting, planning and forecasting, sales planning and analysis, workforce modeling, financial reporting, etc. ### 13. Great BI solution, easy to start with and advanced to cover all business needs **Rating:** 5.0/5.0 stars **Reviewed by:** Gregory D. | Chief Consultant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Board?** It takes a small amount of time from the first steps in Board to the creation of the first report. When I train new members of my team I insist on understanding the basics of Board, similar to bricks, and then little by little build their solution, but even after a day of learning the solution they can start seeing their first report. But for more advanced users you can use a collection of basics to build a more complex solution that will support your activity, from financial management to sales forecast and plenty more. The usage of Data trhough dimensions can help you crafting the report you need rather than using the report you have. Compared to other solutions, your consultants are the one doing all the construction, from Data model to capsule, everything can be handled by one person without prior knowledge in any development language. One element to keep in mind for a good design of a Board solution : always have a clear picture of the final product before starting development. **What do you dislike about Board?** The update process of Board is not aligned with other solutions. Rather than offering an updater, it requires a 2 steps action to uninstall and reinstall the solution. Also, new functionalities are available in the Cloud version when the On-premise is not receiving them or at a later date. Error messages in the application can be clarified to support a better understanding of the issues and maintenance of the solution. Screen design can be improved. **What problems is Board solving and how is that benefiting you?** We are implementing a solution that will replace a large number of local reports. It will centralize all these reporting and activity documents in a single platform and will ease the follow-up for the top management. Our reports are built to gather data coming from large S/4 systems and the integration with Board is smooth. We are turning a complex reporting environment into a simplified system for users. ### 14. First experience @ BordDay **Rating:** 4.0/5.0 stars **Reviewed by:** Filippo Maria M. | Head of Controlling, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Board?** Board is a BI solution that helps to monitor, plan and summarize the most important financial and economic aspects of the company. Board helps our controlling department in obtaining quick results and good performance in the presentation of data to the senior staff management. **What do you dislike about Board?** Sometimes the software is not so quick during the save and plug activities. Broadcasting service is optional. New function should be more intuitive and explained by a dedicated consultancy **Recommendations to others considering Board:** If you want to reduce your time in non value-added activities, if you want data updated promptly, if you want the planning process under control, use BOARD **What problems is Board solving and how is that benefiting you?** Board helps us to obtain monthly P&L and BS within the 5th working day of the following month. All the results are published in a dashboard that is available to the managers for any kind of information needed. Furthermore, in the planning and forecasting process, every single user (who get access) can put the data and these are immediately available to the coordinator of the process. This permits to set deadlines for each activity, to approve or reject data, avoiding big mistakes and proliferation of mails with excels. ### 15. BOARD for Sales Reporting **Rating:** 4.0/5.0 stars **Reviewed by:** Barbara G. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 22, 2023 **What do you like best about Board?** As Finance we avoid to prepare the reporting in excel, the data are updated every day and they are available to the stakeholders **What do you dislike about Board?** at present I have nothing to underline. **What problems is Board solving and how is that benefiting you?** avilable and accessible data ### 16. The team is very friendly and always ready to understand the clients problems **Rating:** 5.0/5.0 stars **Reviewed by:** Matteo C. | cfo, Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about Board?** The tool is very easy to use and helpful the management to take the right decision about the business **What do you dislike about Board?** For our company this kind of question is no applicable **What problems is Board solving and how is that benefiting you?** The tool help the company with exhaustive info about the business ### 17. Solution for planning that is well-integrated and tailored **Rating:** 4.5/5.0 stars **Reviewed by:** Grace D. | Campus Recruiter, Enterprise (> 1000 emp.) **Reviewed Date:** July 18, 2022 **What do you like best about Board?** Board is a highly effective instrument. It is simple to assemble and set up. There is no need to spend more time implementing this. It is also user-friendly. So that it is simple for new users to learn how to utilize, using this technology allows us to save more time. The board produced a report with a great deal of detail. So that users may rapidly obtain business information, innew version enhances the web page side. **What do you dislike about Board?** Board is a beneficial and trustworthy tool with a virtual user interface. Board is an excellent product, and I have no complaints about it. **What problems is Board solving and how is that benefiting you?** We learn more about the information, and the Board helps us know how to predict problems and solve them before they happen. Since the analyses are correct, there aren't many mistakes. ### 18. Board - Ease of use and efficiency. **Rating:** 4.5/5.0 stars **Reviewed by:** Joseph T. | Human Resources, Small-Business (50 or fewer emp.) **Reviewed Date:** August 31, 2022 **What do you like best about Board?** It has an intuitive and easy to use user interface. Reporting and analytics handling is really helpful to process the performance of our employees. The huge loads of data are impressive, I can easily connect to multiple data sources including Excel, Office 365, Oracle, SQL, etc. The data export is excellent. **What do you dislike about Board?** I really Board for its ease of use and efficiency. **What problems is Board solving and how is that benefiting you?** Board is an effective platform for its ability to connect with multiple data sources. I currently use it synchronizing it with Salesforce to automate the processes of selection and hiring of new employees. ### 19. Long term user & advocate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Law Practice | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Board?** Flexibility - the tool is able to be configured to create reporting for any user purpose. We use the Office add in to allow users to aggregate data outside of the main capsules. **What do you dislike about Board?** Its blank canvas means you need to have good datawarehouse / SQL loading protocols and careful testing required to make sure it's working well. Some data validation protocols would be helpful. **Recommendations to others considering Board:** Ensure you have a good design for what you're trying to achieve with the project implementation and a structure for testing. **What problems is Board solving and how is that benefiting you?** Board provides capsule dashboards for our users, customized by individual. It also allows analysts the opportunity to create live Excel files for repeated reportis. Productivity is improved because we're spending less time collating data and more time reviewing it. ### 20. Board, powerfull system for budgeting and forecasting **Rating:** 4.5/5.0 stars **Reviewed by:** Karol B. | Software Developer, Enterprise (> 1000 emp.) **Reviewed Date:** February 07, 2022 **What do you like best about Board?** You don't need advanced knowledge to use it as it has a very intuitive interface which makes it easy to use to create organized reports. It has a variety of functions that allow us to elaborate our work more fluidly since it provides us with all the necessary information effectively. **What do you dislike about Board?** It has not been buggy to this day; we are grateful for the result thanks to its implementation in the organization. **Recommendations to others considering Board:** Board is indispensable for any organization as it offers an ideal and easy-to-use analysis service that allows its consumers to see the efficiency of its services in the current market and has a pretty qualified attention team to solve doubts as soon as possible. **What problems is Board solving and how is that benefiting you?** Board has allowed us to achieve our goals as an organization, which has made us stand out among similar companies in our area. It has been highly effective and functional because it has provided us with the necessary tools to analyze the performance of the services offered to our clients, thus allowing us to optimize our services to satisfy our users effectively. Thanks to BOARD, we can now easily customize reports, and its interface is quite fast, allowing us to merge different databases into a single account. Their technical support is quite attentive and has solved several doubts for us efficiently. ### 21. Great report writer. It has database capabilities & great scope once you understand how it operates. **Rating:** 4.5/5.0 stars **Reviewed by:** Tiffany L. | Headquarters Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Board?** how quickly and easily you can drill into data. Also how quickly you can put a simple report together **What do you dislike about Board?** That you cannot delete entities. We have gone through major expansion and restructure, so we have all these dead entities we are stuck with. **What problems is Board solving and how is that benefiting you?** Hierarchy issues in your accounting system. It has show us where the holes are ### 22. Great BI tool for every purpose! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Board?** - the multitude of provided sources for analyzing data (SAP, Excel, different Databases) - easy report distribution - many different possibilities to visualize data - great customer support - great early adopters program - great update cycle for new features **What do you dislike about Board?** Only thing I dislike is the fact that you have to use windows scheduler to schedule data import tasks, it would be great if Board could provide its own scheduler. **Recommendations to others considering Board:** read the changelogs **What problems is Board solving and how is that benefiting you?** Mostly sales and finance reporting and also group-wide reporting with different plants all over the world. Easy data entry, easy planning and easy collaboration. ### 23. Powerful BI tool for decision making **Rating:** 4.5/5.0 stars **Reviewed by:** Adeel M. | A, Mid-Market (51-1000 emp.) **Reviewed Date:** October 02, 2021 **What do you like best about Board?** Board BI tool gives all the insights of the company's needs, which includes predictive analytics and manipulation of data to make different types of reports which can be extremely helpful for the company in taking proactive decisions. - Board is extremely effortless to set up and use. - Easy to use for non-programmer and integration with other software is seamless. - Ability to handle large amounts of data. - Cloud, web-based deployment. - What-If scenarios are impressive. - Ad hoc analysis and reporting. - Consolidation/Rollup feature. - Drag and drop feature. - Customizable dashboard. - Access controls/permissions. -Visual analytics. -Qualitative/Quantitative analysis. -24/7 customer support. **What do you dislike about Board?** It has met most of our needs, Experienced some improvement barriers that were managed to overcome with the new version. Customer support is excellent, on-site support representative had been very knowledgeable, faced no difficulty in integration with our databases. **Recommendations to others considering Board:** Working great so far, as per the expectations, easy to learn for a new user. Highly recommended. **What problems is Board solving and how is that benefiting you?** - Board BI helped extensively to build the company's model for budgeting, planning, reporting, and alerts. - Cash flow management. - Customer support is excellent, on-site support representative had been very knowledgeable, faced no difficulty in integration with our databases. ### 24. Positive experience **Rating:** 4.5/5.0 stars **Reviewed by:** Gioconda M. | Head of Planning and Reporting, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Board?** Dashboarding and presentations for the management **What do you dislike about Board?** The fact that you need a consultant to set the structure of the tool **What problems is Board solving and how is that benefiting you?** Information concerning product profitability to Board of Directors and managers of the company ### 25. Easy to use, big performances **Rating:** 5.0/5.0 stars **Reviewed by:** Marco S. | Head of Planning, Control and Finance, Small-Business (50 or fewer emp.) **Reviewed Date:** June 25, 2015 **What do you like best about Board?** Easy setup and implementation Integration and standardization of data from various sources Each user is able to obtain all informations needed in autonomy Depth of analyses, ability to drill down and track data between various the dimensions **What do you dislike about Board?** Nothing of really important, may be printing options could be improved (but you can overcome with the office add-in) **Recommendations to others considering Board:** Mobile version Office add-in tool Try a demo **What problems is Board solving and how is that benefiting you?** Data quality Deep analysis Data normalization ### 26. BOARD can do many things and more, elegant, simple, flexible, is continuously being developed further. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Facilities Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Board?** - marginal IT independence after introduction, understandable, flexible, available at any time, data quality optimization possible, less/hardly error-prone, ... **What do you dislike about Board?** - Test system expensive, therefore implementations and adjustments directly in the live system - Errors in night jobs are difficult to analyze - Investigating rejected records is cumbersome **What problems is Board solving and how is that benefiting you?** Solve problems: - Data quality of the upstream system - Establish balanced hierarchies - Serve many recipients with little effort, who can independently and at any time retrieve the information themselves Advantages: - many ### 27. Best BI tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Justin P. | Sales and customer support executive, Small-Business (50 or fewer emp.) **Reviewed Date:** September 24, 2021 **What do you like best about Board?** - Ability to process large files of unstructured data from internal/external sources. - Advanced and professional analytics. - Data can be manipulated in various ways to get different types of impactful reports. - Easy to integrate with spreadsheets, ERP, and other programs. - Customization to give the dashboard a personal touch. -User-friendly interface made the visualization easy to create. - Importing Masterdata from ERP went steadily and perfectly. - Compelling user experience on phone and tablet. **What do you dislike about Board?** Board BI tool has a steep learning curve, can be challenging for a new user to reach to Board's full capacity. **Recommendations to others considering Board:** Overall satisfied with Board implementation, meets the requirement. **What problems is Board solving and how is that benefiting you?** - Sales forecasting. - Incentive management. - Planning of sales funnels and cash flows. - Enhanced operational efficiency. - Quick and better decision-making. - Better coordination and relationship with suppliers and stakeholders. - Helped with using spreadsheets to visualizing month-to-month reports for an effective budgeting process. ### 28. Flexibility and many possibilities **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 26, 2022 **What do you like best about Board?** I like Board because it's really flexible and it's possible to design as many analysis as possibile **What do you dislike about Board?** There are some functionalities to be designed but the last version Board 12 is really improving **What problems is Board solving and how is that benefiting you?** Reporting and budgeting/forecasting problems. We take less time in collecting numbers and design the report, more time for analysis ### 29. Board as the most important steering element of our daily sales work **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Board?** Flexible and individually adaptable to a wide variety of aspects / The ease of modifying the data model and layout **What do you dislike about Board?** Only small things - Currently the low adaptability of the screen (zoom possible in board 10) **What problems is Board solving and how is that benefiting you?** Steering of the entire budget and forecast process Mapping of the entire price and condition system ### 30. I recommend! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Renewables & Environment | Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Board?** Board allows me to analyze and visualize data in a very quick way. **What do you dislike about Board?** I don't have something which comes to my mind that I don't like. **What problems is Board solving and how is that benefiting you?** I am using Board for Project Controlling purposes and every day I am saving a lot of my time during the day. ### 31. Board Dynamic Tool **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Retail | Enterprise (> 1000 emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Board?** Fast development easy to use easy to change afterwards **What do you dislike about Board?** Not easy to read development from others no export of the metadata **What problems is Board solving and how is that benefiting you?** creating one version of the truth building a business process to capture and validate data easy for reporting ### 32. Board is nice product but delivery teams not open implement and share knowledge. **Rating:** 2.0/5.0 stars **Reviewed by:** Rashid K. | Business Contnuity Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about Board?** 1. Data Modeling 2. ETL Process (it can be improved) **What do you dislike about Board?** Pricing Model Delivery Project Management **What problems is Board solving and how is that benefiting you?** Data Analytics and can be used for decson making ### 33. Satisfaction **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Board?** Board helps us to collect our internal numbers and create the reports required by management **What do you dislike about Board?** Board should be more flexible during the reports creation **What problems is Board solving and how is that benefiting you?** collect numbers have fast information consolidate numbers of different subsidiaries ### 34. Board for Financial **Rating:** 5.0/5.0 stars **Reviewed by:** Paresh V. | Sr Business Analyst, Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2021 **What do you like best about Board?** The data summary can be seen easily It makes nice report and makes IT staff look good. Visuals are great, Navigation is easy for user. Security is easy to setup and maintain for organization. The staff is very knowledgeable. The training material is abondont The support ids very friendly to work with The sales staff is approchable and keeps us up to date. **What do you dislike about Board?** Database design is hard and needs more material to explain how to design database step by step. This important step and we need to know how database is structured so that we can create correct reports. Mistakes made at this stage can cause long term issues hence I feel this is very important step and more information should be available, Second thing we would like is working on a project with the implementation team. If we could get chance to work together to do a simple project that experience will be vety valuable. **Recommendations to others considering Board:** Board support staff is helpful. The professional service department is very knowledgeable. The implementation process was smooth. I am looking forward for a long term partnership. **What problems is Board solving and how is that benefiting you?** 1) Different dashboard for different org units. 2) Access security is easy to setup. 3) Financial reporting is made very easy 4) Data duplication is avoided 5) User Administration is easy. ### 35. If you truly desire your corporation to be very versatile and dynamic, you might explore Board. **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer S. | Marketing Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 24, 2021 **What do you like best about Board?** Increase the size of your company by making choices based on data analysis. Board, in my opinion, adheres to the products provided, allowing us to do data searches extremely quickly as our consolidated database has been digitized, and we are therefore happy with Board. Interacting with the customer support personnel is a delight. The marketing staff is courteous and helpful, and they keep us up to date. **What do you dislike about Board?** Database layout is challenging, and more material is required to show how to construct a database workflow. This is a critical step in comprehending how well the database is arranged to create accurate reports. Inconsistencies at this stage can have relatively long-term effects. Therefore I feel it is a vital stage and that additional information is required. **What problems is Board solving and how is that benefiting you?** The Board assists firms in achieving complete transparency of corporate information and total control over operations throughout the whole corporation. Corporate security is easy to implement and administer. The staff is really competent. There is plenty of training material available. ### 36. Well integrated and customised planning solution **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 31, 2022 **What do you like best about Board?** Highly customisable as per your financial modelling requirements. Easier to streamline all of your logics and processes. **What do you dislike about Board?** Can enhance on the reporting and UI to make further user friendly. **What problems is Board solving and how is that benefiting you?** We have managed to streamline all our core planning and forecasting processes with Board (getting away from spreadsheets and manual efforts). ### 37. Make decisions based on analyses and grow your business. **Rating:** 4.5/5.0 stars **Reviewed by:** Vineeth M. | Assistant Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** July 27, 2021 **What do you like best about Board?** We were able to make better judgments regarding negotiations and issues that arose within our organization, thus covering all aspects, including management control and finance. In addition, the system provides simple solutions without the need for external assistance - it is a comprehensive system, and we are satisfied with the services offered. Board software is also notable for its predictive analysis, benchmarking, trend indicators, and profitability analysis capabilities. **What do you dislike about Board?** Although we have not encountered any significant issues with this software, the documentation, for example, may be improved. Sometimes, assistance requires more time to resolve the problems we raise, but our experiences have been positive for the most part. **Recommendations to others considering Board:** You should consider Board if you want your business to operate with exceptional flexibility. In my opinion, Board adheres to the services provided, which is why it has permitted us to conduct data searches more quickly, as our central database has become much more automated, and we are therefore pleased with Board. **What problems is Board solving and how is that benefiting you?** Our priority is to keep our staff up-to-date on all relevant information, resulting in better communication and increased productivity. We have also been able to improve the organization of our data system with this tool, which allows us to save time while preparing reports. ### 38. Don't make blind decisions! Make your decisions based on Board's Analysis!!! **Rating:** 4.0/5.0 stars **Reviewed by:** Qirat N. | Senior Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2021 **What do you like best about Board?** 1- Amazing User interface 2- Easy to Navigate 3- Top-Notch Security features 4- Great After Sales team 5- Accessible Data analysis summary **What do you dislike about Board?** 1- Additional Training is required to Implement the data designing tools. 2- I Hope the user experience can be more enhanced 3- The User Authentication process is a bit complex 4- Security permissions are too complex. Maybe that's the reason they have good security features. **What problems is Board solving and how is that benefiting you?** 1- Excel integration and data migration to a better platform like Board. 2- with this, we have been able to get accurate analytical data. 3- We have been making more feasible financial and marketing decisions. 4- Financial stability. ### 39. Board Comeback ! **Rating:** 4.5/5.0 stars **Reviewed by:** Sujata T. | BI Developer, Enterprise (> 1000 emp.) **Reviewed Date:** June 21, 2021 **What do you like best about Board?** BOARD creates a user-friendly experience, featuring drill-down and drill-through functionality, as well as several different types of data visualization options **What do you dislike about Board?** Nothing to dislike, but it can do better and enhance its look and crisp feel of it—the ability to know which procedures are used in which cubes could help. Also if we are able to reduce the number of screens it would make the capsule open faster. we havent moved to web version yet since there is no easy transfer from windows client to web .. the capsules need to be redone which consumes time. **Recommendations to others considering Board:** Board is all in one software which is a good start for the sales or budget. My personal opinion is that I like the admin portal of giving the individual rights to capsule or screen which can show or hide performances salary and any other vital info which you want to be discreet about. That's the most comforting element of Board, which I haven't seen in any other software so far. It really helps to manage when you have more than 100 employees using it. Excel add in is gd feature for users who dont use the application. **What problems is Board solving and how is that benefiting you?** We have a finance module created by BOARD consultant almost 8 -10 yrs back, which we hoping to get their help and streamline it and make it look good. hoping for more licneses.Limited performance of the Excel addin causes some crashes. ### 40. All in one tool with no programming knowledge - a deep dive experience in your company's value **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Chemicals | Enterprise (> 1000 emp.) **Reviewed Date:** June 18, 2021 **What do you like best about Board?** It's an all-in-one tool, has a web-based data entry engine that is very useful for budgeting, especially with large numbers of actors involved. You don't need any IT programmers to develop a board reporting system, and this is a very good point: Consultants are business people and not only programmers, and that makes a huge difference with other tools like, for example, Qlik. **What do you dislike about Board?** Perhaps the way to manage users and permissions is a little bit too complex. **What problems is Board solving and how is that benefiting you?** First of all, the budget process: an integrated tool that can perform each step of the entire process, from gathering information from a hundred salesperson to exploding raw material quantities up to the P&L and cash flow budget. That is a huge advantage, no more excel files and a very quick response in case of any last-minute change from the CEO. ### 41. A continuous analytics system to automate services. **Rating:** 4.0/5.0 stars **Reviewed by:** Dean G. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2021 **What do you like best about Board?** This platform greatly helped us in making decisions within the negotiations and inconveniences that arose in our company, allowing us to cover all the bases, such as logistics, production, management control, finances, among others. With extremely useful tools, solutions without complications or external help are provided, it is a very complete system and we are happy with what was offered. **What do you dislike about Board?** Up to now we have not experienced a major problem with the use of this software, some things that could be improved such as the documentation and that sometimes the support takes time to address the problems we present but the rest has been satisfactory. **Recommendations to others considering Board:** If what you are looking for is for your company to operate with a remarkable fluidity at work, Board is the solution because thanks to its capacity for predictive analysis, bench marking, trend indicators, strategic planning and profitability analysis, accompanied by a great affordability are unique features which make this software amazing, Personally, the system has complied with the services offered, which is why it has managed to improve our data search since our central base is much more automated and for that reason we are delighted with board. **What problems is Board solving and how is that benefiting you?** We have managed to keep our team up to date with any necessary information, thus obtaining better communication and in turn an increase in productivity as everyone is in tune. It has also helped us to obtain a better organization with respect to our data system and through this tool we save time in the creation of reports. ### 42. Business Intelligence and Database Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Peter W. | Business Intelligence and Database Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Board?** The support of the product. Tips and Tricks sessions. Drill Throughs. **What do you dislike about Board?** how mode works in Data Readers. Need better descriptions of they work **Recommendations to others considering Board:** Take a look at Board as it is just as good as other BI Dashboarding tools at a better price **What problems is Board solving and how is that benefiting you?** Broadcasting has helped us utilize slowly convert all reports to Board. The use of Drill Throughs to give our user the detail and ability to export that data ### 43. Never Bored with Board **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Restaurants | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Board?** The drilling feature lets you quickly slice data by almost any view you could need! It also lets you view the General Ledger much quicker than our accounting system. **What do you dislike about Board?** In some reports, if you adjust one formula, you will have to change all other formulas in the report. I wish the formulas were smarter. **What problems is Board solving and how is that benefiting you?** Board gives our restaurant managers the ability to view the GL detail to reconcile invoices. On the administrative side, it was easy to set up each restaurant manager with security permissions to view only their store. ### 44. Budget, Metrics, Reporting and more, all in one! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Government Administration | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Board?** One stop shop for all of our budget and reporting needs. Having separate capsules is helpful in controlling access, building out screens applicable to certain users, etc. **What do you dislike about Board?** Integration with Microsoft products is really clunky for us but I think that may be our hardward, not a software issue **What problems is Board solving and how is that benefiting you?** We are able to do our entire budgeting process in Board - from the financial data input, to the scoring of programs (that is how we prioritize budget requests). It has really streamlined our budget creation process. ### 45. One of the best Business Solution on the Market **Rating:** 5.0/5.0 stars **Reviewed by:** Stanislav K. | Sales Controller, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2021 **What do you like best about Board?** The Capabilities of Integration and easy of Use. Self Service Approach. **What do you dislike about Board?** There is really no Major Issues With Board. **Recommendations to others considering Board:** Please get a Demo of Board to preview the capabilities **What problems is Board solving and how is that benefiting you?** One of the major Points is Forecasting on Products and Customers. Our Key-Accounts are Planning on each Customer and each Month. Due to complexity Board is supporting us to reduce the complexity and improve the efficienty. ### 46. Experience with the all in one Solution board **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in International Trade and Development | Mid-Market (51-1000 emp.) **Reviewed Date:** August 03, 2021 **What do you like best about Board?** creating own workflows fitting to your company **What do you dislike about Board?** The structure of the menues for developers **What problems is Board solving and how is that benefiting you?** Board helps us to combine planning, reporting and forecasting in one tool. With board we increased the planning possibilities and reduced the time which is needed to create the plan. ### 47. Reporting Solutions **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Real Estate | Mid-Market (51-1000 emp.) **Reviewed Date:** June 21, 2021 **What do you like best about Board?** It's easy to create own reports once it's set up. **What do you dislike about Board?** Wouldn't mind having more chart types to show different data trend **Recommendations to others considering Board:** Make sure you know what the organization need in selecting BI tool. **What problems is Board solving and how is that benefiting you?** It's become one stop solutions to reporting needs. Anyone can see it in one place. ### 48. Board is a useful product **Rating:** 4.0/5.0 stars **Reviewed by:** Mehmet K. | Senior Analyst, Computer & Network Security, Enterprise (> 1000 emp.) **Reviewed Date:** June 08, 2019 **What do you like best about Board?** No programming knowledge is required for the user. Standard reports are defined and simplify everyday tasks, adapting you to your daily life more easily. Your time is up to you. manual effort is no longer required. Enables integration of data and data structures of various source systems. System analysis based on historical data is available. The collected data allow for temporary assessments based on established criteria from different data sources. **What do you dislike about Board?** Despite the short experience, the Board has been a troubleshooter without experiencing our problems for one or more years. There is nothing you dislike about the product or new people. The only problem, I can say, is that error messages can be quite ambiguous at times, and additional efforts may be needed to identify the source of the problem. **Recommendations to others considering Board:** Determine your business needs. Ask them to identify your actual data and redirect some reports. Ask them how they differentiate themselves from their competitors, understand the legalization model and make sure it supports the decision. **What problems is Board solving and how is that benefiting you?** They use this product in the middle of the business life as additional balancing support can be considered. but we can only say how BOARD will make our lives easier with demos and strategy discussions. ### 49. Board is the really integrated solution they talk about **Rating:** 4.0/5.0 stars **Reviewed by:** Silvan B. | Head of Management Accounting, Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2021 **What do you like best about Board?** Integration of Planning and Reporting, Doing almost everything in developing without coding, is developing **What do you dislike about Board?** In our case, sometimes, the response time **What problems is Board solving and how is that benefiting you?** Financial planning, budgeting, forecasting, financial reporting, personnel info system, financial and non-financial statistics, and KPI ### 50. Compact system and tools that process data much more efficiently !! **Rating:** 4.0/5.0 stars **Reviewed by:** Jake S. | Marketing specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2020 **What do you like best about Board?** It provides the company with a modern and intuitive reporting and self-service environment, with which we customize any report using analysis measures and dimensions and even drag and drop functions, making this process simple and fast. The Finance Office has benefited from this tool to the fullest, since it is a cutting-edge platform with which we promote decision-making and reporting processes, especially in the financial field and also throughout the organization, thus obtaining a business vision broad performance of all staff and connect proactive finance, business and operations in the same environment for the benefit of revenue. **What do you dislike about Board?** Without the experience or technical knowledge that it deserves, the staff would not have been able to obtain the benefits we want, much less adapt to the platform as they have been up to now. It should be noted that for companies that do not have the adequate staff, it can be a negative aspect and could not bring such positive results, certainly, the software has a team that advises from the beginning; Our work team received this advice as a complement, which was of great help in configuring and adapting the interface to the work flow we handle. **Recommendations to others considering Board:** It is a powerful tool that facilitates multiple functions in a single interface, optimizing the work flow, it also provides a large database from various sources, which serve to expand the information capacity that we have in the organization. It offers functions with which we can work freely when obtaining detailed information and analyzing it professionally. The system interface is reliable, taking into account that it provides security and encryption to the data to keep it safe. Moreover, the flow of the business can be largely automated with this software. **What problems is Board solving and how is that benefiting you?** Due to its flexibility it allows us to build our assignments and meet work needs exactly as we wish. It has a very complete dashboard specially designed so that you don't need another tool to create your CPM environment. We take this BI tool to all divisions of our company, obtaining better performance in each department and consequently better business management; Knowing that this platform accurately provides all the knowledge that is best for us, we put it into practice. ## Board Discussions - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote - [What other uses or new implementations can be taken into account to improve business management?](https://www.g2.com/discussions/24007-what-other-uses-or-new-implementations-can-be-taken-into-account-to-improve-business-management) - 1 upvote - [View Board pricing details and edition comparison](https://www.g2.com/products/board/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-21+04%3A12%3A01+-0500&secure%5Bsession_id%5D=c357ac2c-532d-4b6d-a21b-a1050fbde139&secure%5Btoken%5D=3930e4f98a33c5ac34b6b5831d8078f39137bebb7d055eb2b64641eaf8fce1c1&format=llm_user) ## Board Integrations - [Microsoft SQL Server](https://www.g2.com/products/microsoft-sql-server/reviews) - [SAP ECC](https://www.g2.com/products/sap-ecc/reviews) - [SAP HANA Cloud](https://www.g2.com/products/sap-hana-cloud-2025-10-01/reviews) - [Snowflake](https://www.g2.com/products/snowflake/reviews) ## Board Features **Reports** - Reports Interface - Steps to Answer - Graphs and Charts - Score Cards - Dashboards **Merchandise** - Merchandise Mix **Analytics** - Forecasting - Supply Chain Planning - Data Collection - Supply Chain Planning - Business Reporting - Supply Chain Planning **Collaborate** - Optimization - Supply Chain Planning **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Analytics** - Reporting - Segmentation analysis - Product lifecycle - Simulation - Historical Forecast **Data Preparation** - Connectors - Data Governance **Reconciliation** - Consolidation - Management - Accounting **Financial Planning** - Extended Planning - Reporting - Integration **Visibility** - Compliance - Search - Temperature Alerts - Shipment Tracking - Order-Level Visibility - ETA - Geofencing **Data Management** - Data Types - Consolidation - Cleansing - Validation - Correction **Data Management** - Consolidation - Data types - Correction - Cleansing - Validation **Sales Performance Features - Sales Planning** - Account Scoring - Revenue Planning - Account Segmentation - Sales Performance - Sales Forecasting - Integrations - Scenario Modeling **Agentic AI - Sales Performance Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Statistical Tool** - Scripting - Data Mining - Algorithms **Incentives** - Badges - Triggers - Commission Calculator - Leaderboards **Financial Insight** - Budgeting - Forecasting - Planning **Reporting and Analytics** - Consumer Behavior - Shopper Loyalty - Data Visualization - Export - Financial Planning **Warehouse Management ** - Sales and Operations Planning - Supply Chain Planning - Production Planning - Supply Chain Planning - Workforce Management - Supply Chain Planning - Process Automation - Supply Chain Planning **Logistics** - Warehouse Optimization - Inventory Targets - Procurement Planning **Budget Management** - Consolidation - Adjustments - Workflows **Delivery** - Flows - Alerts - Inventory - Modes **Collaboration** - Integrations - Multiple users - Forecast collaboration - Inventory collaboration **Data Modeling and Blending** - Data Querying - Data Filtering - Data Blending **Reporting** - Report Types - Standard - Custom **Analytics** - Forecasting - KPIs - Dashboards - Integration **Analytics** - KPIs - Forecasting - Reports and Dashboards - Predictive analytics **Territory Management - Sales Planning** - Territory Management - Territory Planning **Data Analysis** - Analysis - Data Interaction **Personalization** - Profiles - Custom Reports - Dashboards - Goal Setting **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Planning** - Planning dashboard - Capacity Planning - Assortment Planning - Business functions - Goal planning - Comprehensive Planning - Workflow **Closing Process** - Audit - Journal Entries - Distribution **Mobile** - Mobile dashboard - Mobile application **Assortment Planning and Optimization** - Line Planning - Location clustering - Product clustering - Visual assortment **Generative AI** - AI Text Generation - AI Text Summarization **Generative AI** - AI Text Generation **Quota & Capacity Management - Sales Planning** - Quota Management - Capacity Management - Quota Planning **Decision Making** - Modeling - Data Visualizations - Report Generation - Data Unification **Administrative** - Integration - Employee Structure - Behavior Monitoring **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Workflow Automation** - Rating - Dispatch and Tender - Invoice Management - Digital Document Reconciliation **Platform Additional Functionality** - Cloud - On-Premise **Agentic AI - Sales Planning** - Autonomous Task Execution - Multi-step Planning **Agentic AI - Analytics Platforms** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Retail Intelligence** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Self Service ** - Calculated Fields - Data Column Filtering - Data Discovery - Search - Collaboration / Workflow - Automodeling **Network Management** - Geographic Optionality - Automated Onboarding **Integration ** - Marketplace - Retail POS - Other software **Generative AI** - AI Text Generation - AI Text Summarization **Deployment & Integration - Analytics Platforms** - No-code Dashboard Builder - Report Scheduling and Automation - Embedded Analytics and White-labeling - Data Source Connectivity **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making **AI - Financial Close** - Autonomous Task Execution - Compliance - Reconciliation - Data Collection - Analysis **Advanced Analytics** - Predictive Analytics - Data Visualization - Big Data Services **Performance** - Financial Analytics - KPIs - Benchmarking **Generative AI** - AI Text Generation **Performance & Scalability - Analytics Platforms** - Large data handling and Query Speed - Concurrent User Support **Platform** - Data quality - Languages - Configurable Notifications **Agentic AI - Retail Analytics** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Advanced Analytics & Modeling - Analytics Platforms** - Data Modeling and Governance - Notebook and Script Integration - Built-in Predictive and Statistical Models **Agentic AI Capabilities - Analytics Platforms** - Auto-generated Insights and Narratives - Natural Language Queries - Proactive KPI Monitoring and Alerts - AI Agents for Analytical Follow-ups **Personalized Intelligence - Analytics Platforms** - Behavioral Learning for Contextual Query Refinement - Role-based Insight Personalization - Conversational and Prompt-based Analytics **Building Reports** - Data Transformation - Data Modeling - WYSIWYG Report Design - Integration APIs ## Top Board Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (396 reviews) - [Vena](https://www.g2.com/products/vena/reviews) - 4.5/5.0 (471 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) - 4.4/5.0 (218 reviews)