# Best Financial Analysis Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Financial analysis software enables businesses to assess and manage their financial performance by consolidating, analyzing, and comparing financial transactions and accounting entries. Accounting departments use this software to ensure data accuracy, maintain financial compliance, and monitor key performance indicators (KPIs). It provides detailed insights and generates comprehensive financial reports to help with strategic planning and decision-making. Additionally, managers from various departments can use the software's dashboards and reports to understand their team's financial contributions and performance. It is important to distinguish financial analysis software from [corporate performance management (CPM) software](https://www.g2crowd.com/categories/corporate-performance-management-cpm). While both serve financial oversight purposes, CPM software is designed for more advanced and complex analyses typically required by large enterprises. Financial analysis software can integrate with [accounting software](https://www.g2crowd.com/categories/accounting) and [enterprise resource planning (ERP) systems](https://www.g2crowd.com/categories/erp-systems). It is also offered as a standalone solution, providing tailored financial insights for a wide range of organizational needs. To qualify for inclusion in the Financial Analysis category, a product must: - Connect with various accounting software and ERP systems to consolidate financial data from multiple sources - Generate a variety of financial reports, such as income statements, balance sheets, and cash flow statements - Provide interactive dashboards that allow users to monitor key financial metrics and KPIs in real-time - Analyze and compare financial transactions and accounting entries - Perform financial forecasting and conduct scenario analyses ## Top Financial Analysis Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (365 reviews) | Excel-native consolidation with live ERP drill-down | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 2 | [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews) | 4.5/5.0 (98 reviews) | Credit decisioning with cross-company payment intelligence | "[Clear, Actionable Data for Smarter Credit Management](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (471 reviews) | Excel-native budgeting with multi-entity consolidation | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [DualEntry](https://www.g2.com/products/dualentry/reviews) | 4.9/5.0 (122 reviews) | — | "[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)" | | 5 | [Velixo](https://www.g2.com/products/velixo/reviews) | 4.7/5.0 (255 reviews) | Excel-native ERP reporting with live refresh | "[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)" | | 6 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native multi-entity consolidation and live reporting | "[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (100 reviews) | Excel-native actuals refresh across multi-source financials | "[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)" | | 8 | [Fathom](https://www.g2.com/products/fathom/reviews) | 4.7/5.0 (111 reviews) | — | "[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)" | | 9 | [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) | 4.8/5.0 (60 reviews) | — | "[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)" | | 10 | [Prophix Software](https://www.g2.com/products/prophix-software/reviews) | 4.4/5.0 (218 reviews) | Multi-ERP consolidation with Excel-like budgeting | "[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)" | --- ## What Are the Most Common Questions About Financial Analysis Software? *AI-generated · Last updated: May 26, 2026* ### What best tools for real-time financial performance tracking? Based on G2 reviews, buyers looking for financial analysis software for real-time performance tracking consistently mention fast data refreshes, centralized reporting, and easier access to current numbers. According to verified users, tools in this category help teams reduce manual updates, monitor budget versus actuals, and surface trends faster for leadership. G2 reviewers mention that strong options are especially useful when organizations want one place to review dashboards, KPIs, and reporting across multiple systems or entities. Recent feedback also shows that users value products that shorten reporting cycles, improve visibility into financial performance, and make it easier to answer ad hoc questions without relying on static spreadsheets. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used for automated reporting, dashboard visibility, and faster budget-versus-actual analysis inside Excel-based workflows - [Vena](https://www.g2.com/products/vena/reviews) – commonly praised for centralized planning, real-time collaboration, and reporting that helps finance teams track performance across departments - [Fathom](https://www.g2.com/products/fathom/reviews) – often highlighted for clear KPI dashboards, visual reporting, and faster monthly reporting for management and board discussions ### Which platform is best for financial ratio analysis? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) stands out most often for financial ratio analysis because reviewers repeatedly highlight its ability to centralize financial data, automate reporting, and support deeper analysis without forcing teams out of familiar spreadsheet workflows. According to verified users, the combination of Excel integration, dashboards, and drill-down reporting helps finance teams evaluate trends, compare actuals to budgets, and investigate drivers behind performance. G2 reviewers mention that a strong platform for ratio analysis should make financial data easier to structure, refresh, and interpret while reducing manual consolidation work. Recent reviews also emphasize the value of quick reporting cycles and consistent data visibility when analyzing company performance. ### Which financial analysis software offers the best visualization tools? Based on G2 reviews, visualization quality in financial analysis software is most closely tied to how easily teams can turn financial data into dashboards, charts, and presentation-ready reports. According to verified users, the best options help finance teams explain performance clearly to executives, board members, and non-financial stakeholders. G2 reviewers mention that buyers often look for tools that pair financial reporting with customizable visuals, KPI dashboards, and cleaner ways to present trends across departments or entities. Recent reviews also show that users value software that reduces the time spent building reports manually while still making key performance insights easy to understand. Visual clarity is especially important when teams need to communicate budget, forecast, and variance results quickly. **Here are some of the top-rated products on G2:** - [Fathom](https://www.g2.com/products/fathom/reviews) – widely used for visual reporting, KPI dashboards, and client-friendly financial presentations that are easy for non-finance audiences to follow - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently noted for dashboards, storyboards, and reporting outputs that improve visibility for management and stakeholders - [Aleph](https://www.g2.com/products/aleph/reviews) – praised for flexible dashboards, Excel-connected reporting, and fast refreshes that support leadership-ready variance and performance visuals ### Which financial analysis tool offers AI-powered forecasting? Based on G2 reviews, AI-powered forecasting in this category is described as a way to accelerate analysis, surface trends, and support scenario planning rather than replace finance judgment. According to verified users, products with AI features help teams ask natural-language questions, generate commentary, or speed up forecasting workflows alongside budgeting and reporting. G2 reviewers mention that these capabilities are most valuable when paired with strong underlying reporting, centralized data, and familiar finance workflows. Recent reviews show that buyers should look for tools that combine forecasting support with solid visibility into actuals, plans, and variances. Users also note that some AI features are still evolving, so implementation quality and workflow fit matter as much as the AI label itself. ### Which is the best financial analysis software for corporate finance teams? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) is the strongest fit for corporate finance teams because reviewers consistently describe it as a centralized environment for reporting, consolidation, budgeting, and analysis while preserving familiar Excel-based workflows. According to verified users, it helps finance teams reduce manual consolidation, improve version control, and create faster reporting cycles for leadership and management. G2 reviewers mention that corporate finance teams especially value software that supports multiple data sources, recurring reporting, and clearer financial visibility without adding unnecessary friction. Recent feedback also highlights its usefulness for month-end work, board reporting, and helping teams spend less time on data prep and more time on analysis. ### What best software for scenario planning in financial analysis? Based on G2 reviews, scenario planning is one of the most important use cases for financial analysis software because it helps teams test assumptions, compare outcomes, and respond faster to changing conditions. According to verified users, buyers value tools that make it easier to model budget changes, hiring plans, revenue shifts, and operational decisions without rebuilding spreadsheets from scratch. G2 reviewers mention that effective scenario planning software also improves collaboration by giving finance and leadership a shared view of forecasts and tradeoffs. Recent reviews highlight strong demand for products that combine scenario modeling with centralized reporting, version control, and quicker refresh cycles. For many finance teams, the best solutions are the ones that turn planning into an ongoing process instead of a static spreadsheet exercise. **Here are some of the top-rated products on G2:** - [Vena](https://www.g2.com/products/vena/reviews) – often used for scenario modeling, budgeting, and variance analysis while keeping teams in an Excel-familiar planning environment - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) – frequently praised for helping founders and operators build fast scenarios around spend, runway, hiring, and growth decisions - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – commonly highlighted for scenario modeling, forecasting, and comparing assumptions in one centralized FP&A workflow ### What top tools for analyzing company financial performance? Based on G2 reviews, top tools for analyzing company financial performance are usually the ones that centralize data, speed up reporting, and make it easier to drill into variances and trends. According to verified users, finance teams want software that reduces manual spreadsheet work while improving access to budget, forecast, and actual performance in one place. G2 reviewers mention that these tools are especially valuable when organizations need to compare departments, entities, or time periods without rebuilding reports every cycle. Recent feedback also points to demand for dashboards, visual reporting, and easier collaboration with non-finance stakeholders. The strongest products help teams move from collecting numbers to actually interpreting what is driving performance and where action is needed. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – widely used to centralize financial data, automate recurring reports, and support faster performance analysis across multiple sources - [Fathom](https://www.g2.com/products/fathom/reviews) – known for KPI reporting, visual summaries, and management reporting that helps teams interpret business performance more clearly - [Aleph](https://www.g2.com/products/aleph/reviews) – valued for consolidating finance data, supporting ad hoc analysis, and helping teams answer leadership questions quickly with refreshed reporting ### What top platforms for multi-currency financial analysis? Based on G2 reviews, multi-currency financial analysis is a critical need for teams managing international entities, group reporting, or cross-border operations. According to verified users, the best platforms simplify consolidation, support reporting across different currencies, and reduce the manual effort previously required in spreadsheets. G2 reviewers mention that buyers in this use case often look for tools that can combine multiple entities into a single reporting view while preserving drill-down access and clearer performance comparisons. Recent reviews also show that users value platforms that improve month-end reporting and help finance teams monitor group-level results more efficiently. For organizations with complex structures, strong multi-currency support can make reporting faster, cleaner, and easier to trust. **Here are some of the top-rated products on G2:** - [Joiin](https://www.g2.com/products/joiin/reviews) – repeatedly praised for multi-entity consolidation, multi-currency reporting, and faster management reporting across Xero-connected businesses - [Vena](https://www.g2.com/products/vena/reviews) – noted for supporting complex planning and analysis across multi-entity and evolving organizational structures - [Fathom](https://www.g2.com/products/fathom/reviews) – highlighted for consolidations across many entities and easier analytics for organizations operating in different countries and currencies ### What top-rated financial analysis platforms for large enterprises? Based on G2 reviews, large enterprises typically need financial analysis software that can centralize data, automate reporting, and support more complex planning and governance requirements. According to verified users, the top-rated platforms in this category help finance teams work across multiple systems, business units, and reporting needs without relying on disconnected spreadsheets. G2 reviewers mention that large organizations also value stronger controls, repeatable reporting, and tools that make scenario modeling and executive reporting faster. Recent feedback shows that scalability matters not just in data volume, but also in how well a platform supports collaboration across finance, operations, and leadership. The best enterprise-fit tools tend to pair flexible analysis with stronger process consistency and visibility. **Here are some of the top-rated products on G2:** - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) – often used to centralize planning, budgeting, and reporting while reducing manual work in larger finance environments - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) – recognized for scalable planning, scenario analysis, and consolidating reporting needs across organizations into one platform - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – praised for unifying data from multiple systems and supporting centralized forecasting, reporting, and scenario planning ### What best platforms for integrating financial analysis with ERP systems? Based on G2 reviews, ERP integration is one of the most important requirements when evaluating financial analysis software because it affects both reporting speed and data trust. According to verified users, the best platforms connect financial data from ERP and adjacent systems into one environment so teams can avoid manual exports, reduce reconciliation work, and analyze results faster. G2 reviewers mention that buyers often prioritize software that works well with systems like QuickBooks, NetSuite, Sage, Acumatica, SAP, or Microsoft environments while still keeping workflows accessible to finance users. Recent reviews also emphasize the value of easy setup, recurring refreshes, and cleaner reporting outputs when integrating ERP data into planning and performance analysis processes. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used to integrate accounting and ERP-adjacent data sources for faster reporting, consolidation, and analysis in Excel-centered workflows - [Velixo](https://www.g2.com/products/velixo/reviews) – commonly praised for direct ERP-to-Excel connectivity, real-time refreshes, and customizable reporting with systems such as Acumatica and Sage Intacct - [LiveFlow](https://www.g2.com/products/liveflow/reviews) – often highlighted for pulling live accounting data into spreadsheets to automate reporting and reduce manual export work ## G2 Grid® for Financial Analysis Software ![G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analysis/grids.png?focus%5B%5D=99063&focus%5B%5D=95296&focus%5B%5D=1402310&focus%5B%5D=6353&focus%5B%5D=127184&focus%5B%5D=160444&focus%5B%5D=1401682&focus%5B%5D=10475) Highlighted products: Datarails, D&B Finance Analytics Credit Intelligence, DualEntry, Vena, Velixo, LiveFlow, Aleph, and Fathom. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=dualentry&focus%5B%5D=vena&focus%5B%5D=velixo&focus%5B%5D=liveflow&focus%5B%5D=getaleph&focus%5B%5D=fathom) ## How Many Financial Analysis Software Products Does G2 Track? **Total Products under this Category:** 205 ### Category Stats (Jul 2026) - **Average Rating**: 4.53/5 (↓0.01 vs Jun 2026) The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Unit4 FP&A (+2.61%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month *Last updated: July 22, 2026* ## How Does G2 Rank Financial Analysis Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,900+ Authentic Reviews - 205+ 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. ## Which Financial Analysis Software Is Best for Your Use Case? - **Leader:** [Datarails](https://www.g2.com/products/datarails/reviews) - **Highest Performer:** [Parallel](https://www.g2.com/products/parallel-parallel/reviews) - **Easiest to Use:** [DualEntry](https://www.g2.com/products/dualentry/reviews) - **Top Trending:** [DualEntry](https://www.g2.com/products/dualentry/reviews) - **Best Free Software:** [Velixo](https://www.g2.com/products/velixo/reviews) --- **Sponsored** ### Aleph Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1550&secure%5Bchosen_at%5D=2026-07-22T18%3A18%3A28Z&secure%5Bdisplayable_resource_id%5D=1550&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1550&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=llm_category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analysis&secure%5Btoken%5D=0767be150a128315aecbb7c8f92f6f2f7e90006dc523c5a736dfae21b821dafd&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Banalysis&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Financial Analysis Software Products in 2026? ### 1. [Celonis](https://www.g2.com/products/celonis/reviews) Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. © 2026 Celonis SE. All rights reserved. Celonis and the Celonis “droplet” logo are trademarks or registered trademarks of Celonis SE in Germany and other jurisdictions. All other product and company names are trademarks or registered trademarks of their respective owners. **Average Rating:** 4.5/5.0 **Total Reviews:** 288 **How Do G2 Users Rate Celonis?** - **Custom Reports:** 8.5/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Celonis?** - **Seller:** [Celonis](https://www.g2.com/sellers/celonis) - **Company Website:** https://www.celonis.com - **Year Founded:** 2011 - **HQ Location:** New York - **Twitter:** @Celonis (17,449 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3118913/ (3,848 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Consultant, Analyst - **Top Industries:** Information Technology and Services, Oil & Energy - **Company Size:** 63% Enterprise, 20% Small-Business #### What Are Celonis's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Efficiency (17 reviews) - Insights (15 reviews) - User Interface (15 reviews) - Features (14 reviews) **Cons:** - Learning Curve (15 reviews) - Complexity (13 reviews) - Missing Features (10 reviews) - Limited Features (9 reviews) - Slow Performance (8 reviews) ### What Do G2 Reviewers Say About Celonis? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of Celonis, making complex data easily accessible for all team members. - Users value the **efficiency of real-time insights** from Celonis, facilitating swift identification of process improvements. - Users value the **exceptional visibility** Celonis provides into business processes, enabling quick identification of inefficiencies and improvements. - Users appreciate the **user-friendly interface** of Celonis, enjoying smooth navigation and powerful insights for decision-making. - Users value the **user-friendly environment** of Celonis, making it accessible for everyone while delivering powerful analysis features. **Cons:** - Users find the **learning curve steep** , necessitating considerable training and technical effort for effective use of Celonis. - Users find the **complexity of initial setup and navigation** in Celonis to be overwhelming for beginners. - Users express concerns about **missing features** , as new capabilities often require additional licensing and support is slow. - Users note **limited features** in Celonis, particularly in the filter bar and Copilot functionalities, hindering usability. - Users experience **slow performance** with occasional processing delays and minor bugs impacting the overall efficiency. #### What Are Recent G2 Reviews of Celonis? **"[Helped us understand why our processes were slowing down](https://www.g2.com/survey_responses/celonis-review-13117514)"** **Rating:** 4.5/5.0 stars *— Michelle M.* [Read full review](https://www.g2.com/survey_responses/celonis-review-13117514) --- **"[Great for understanding where business processes slow down](https://www.g2.com/survey_responses/celonis-review-13110167)"** **Rating:** 4.5/5.0 stars *— Henrik O.* [Read full review](https://www.g2.com/survey_responses/celonis-review-13110167) --- #### What Are G2 Users Discussing About Celonis? - [What is Celonis used for?](https://www.g2.com/discussions/what-is-celonis-used-for) - 1 comment - [How much does Celonis cost?](https://www.g2.com/discussions/how-much-does-celonis-cost) - 1 comment - [What is SAP Celonis?](https://www.g2.com/discussions/what-is-sap-celonis) - 2 comments - [What does Celonis do?](https://www.g2.com/discussions/what-does-celonis-do) - [What is Celonis software?](https://www.g2.com/discussions/what-is-celonis-software) - 1 comment ### 2. [Budgyt](https://www.g2.com/products/budgyt/reviews) Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear. **Average Rating:** 4.8/5.0 **Total Reviews:** 107 **How Do G2 Users Rate Budgyt?** - **Custom Reports:** 8.5/10 (Category avg: 8.7/10) - **Report Types:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Budgyt?** - **Seller:** [Budgyt](https://www.g2.com/sellers/budgyt) - **Company Website:** https://www.budgyt.com - **Year Founded:** 2013 - **HQ Location:** New York, NY - **Twitter:** @budgyt (115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11036487/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Non-Profit Organization Management, Computer Software - **Company Size:** 61% Mid-Market, 36% Small-Business #### What Are Budgyt's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Budgeting Management (12 reviews) - Customer Support (12 reviews) - Budgeting (10 reviews) - Budgeting Efficiency (10 reviews) **Cons:** - Integration Issues (5 reviews) - Expensive (2 reviews) - Inefficient Reporting (2 reviews) - Learning Difficulty (2 reviews) - Limitations (2 reviews) ### What Do G2 Reviewers Say About Budgyt? *AI-generated summary from verified user reviews* **Pros:** - Users commend Budgyt for its **ease of use** , enabling seamless data uploads and straightforward presentations for efficient management. - Users praise Budgyt for its **affordable pricing and user-friendly interface** , enhancing budget management for non-profits. - Users praise Budgyt for its **responsive customer support** , which is attentive and available around the clock. - Users love the **easy budgeting process** with Budgyt, appreciating its multiple layers and excellent support. - Users appreciate the **budgeting efficiency** of Budgyt, which simplifies processes and improves visibility across multiple locations. **Cons:** - Users face **integration issues** with Budgyt, particularly in managing multiple companies and lacking full automation capabilities. - Users find Budgyt **expensive** , particularly with high initial setup costs that may not align with its value. - Users find the **inefficient reporting** in Budgyt lacking in presentation and customization for non-financial audiences. - Users find a **learning difficulty** with Budgyt, especially those unfamiliar with accounting practices, complicating usage. - Users face **limitations in integration capabilities** with Budgyt, particularly when managing multiple entities effectively. #### What Are Recent G2 Reviews of Budgyt? **"[Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis](https://www.g2.com/survey_responses/budgyt-review-13044414)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13044414) --- **"[Seamless QuickBooks Online Integration with Strong Support and Great Value](https://www.g2.com/survey_responses/budgyt-review-13038570)"** **Rating:** 5.0/5.0 stars *— Steve P.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13038570) --- #### What Are G2 Users Discussing About Budgyt? - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment ### 3. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation capabilities** of Causal, making budgeting and planning efficient and straightforward. - Users praise the **ease of budgeting** with Causal, noting its logical UI and quick integration with data. - Users find the **collaboration features** of Causal exceptional, enhancing budgeting and planning with easy sharing and flexibility. - Users love the **robust data analysis** in Causal, appreciating the seamless blend of actual and forecasted values. - Users appreciate the **ease of implementation** of Causal, finding it quick and intuitive for seamless integration. **Cons:** - Users find the **difficult learning curve** of Causal challenging, but consulting support can help navigate the process. - Users find the **insufficient training** challenging, often needing additional support to get started with Causal. - Users recognize the potential for **integration issues** , noting that the number of integrations could be expanded. - Users find the **learning curve steep** , which may require external assistance for a smoother onboarding experience. - Users find the **learning difficulty** of Causal to be a challenge, often requiring external assistance to navigate. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 4. [Upmetrics](https://www.g2.com/products/upmetrics/reviews) Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives. **Average Rating:** 4.7/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Upmetrics?** - **Custom Reports:** 9.3/10 (Category avg: 8.7/10) - **Report Types:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Upmetrics?** - **Seller:** [Upmetrics](https://www.g2.com/sellers/upmetrics) - **Year Founded:** 2019 - **HQ Location:** 1301 N Broadway STE 32302 Los Angeles, CA 90012 - **Twitter:** @upmetrics (186 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/upmetrics-co (35 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Upmetrics's Pros and Cons? **Pros:** - Time-saving (4 reviews) - Customer Support (3 reviews) - Ease of Use (3 reviews) - Capabilities (2 reviews) - Financial Management (2 reviews) **Cons:** - Limited Templates (3 reviews) - Affordability Issues (1 reviews) - Integration Issues (1 reviews) - Limited Integration (1 reviews) - Poor Documentation (1 reviews) ### What Do G2 Reviewers Say About Upmetrics? *AI-generated summary from verified user reviews* **Pros:** - Users value Upmetrics for its **time-saving features** , streamlining business planning and enabling focus on core activities. - Users value the **incredible support team** of Upmetrics, noting their quick and effective assistance. - Users find Upmetrics to be **extremely user-friendly** , simplifying the business planning process and maintaining organization effortlessly. - Users appreciate how Upmetrics offers a **powerful AI business plan generator** that simplifies goal organization and financial projections. - Users value the **financial management features** of Upmetrics, which streamline projections and keep goals organized. **Cons:** - Users desire more **business templates** and customization options to enhance their experience with Upmetrics. - Users express concerns over **affordability issues** , as valuable features like AI Assistant are only available to premium users. - Users express a desire for improved **integration with Quickbooks** to enhance financial data handling and forecasting accuracy. - Users find the **limited integration** with accounting software a significant drawback, hindering seamless financial management. - Users desire more templates and **improved documentation** to enhance their overall experience with Upmetrics. #### What Are Recent G2 Reviews of Upmetrics? **"[Great tool for class projects](https://www.g2.com/survey_responses/upmetrics-review-11781895)"** **Rating:** 5.0/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/upmetrics-review-11781895) --- **"[Made planning quick and easy](https://www.g2.com/survey_responses/upmetrics-review-11733224)"** **Rating:** 4.5/5.0 stars *— Bhavik B.* [Read full review](https://www.g2.com/survey_responses/upmetrics-review-11733224) --- #### What Are G2 Users Discussing About Upmetrics? - [What is Upmetrics used for?](https://www.g2.com/discussions/what-is-upmetrics-used-for) ### 5. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Custom Reports:** 9.7/10 (Category avg: 8.7/10) - **Report Types:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Clockwork.ai?** - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. **Cons:** - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 6. [LivePlan](https://www.g2.com/products/liveplan/reviews) LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence. **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LivePlan?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) **Who Is the Company Behind LivePlan?** - **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software) - **Year Founded:** 1988 - **HQ Location:** Eugene, OR - **Twitter:** @paloaltosoft (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 82% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of LivePlan? **"[Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan](https://www.g2.com/survey_responses/liveplan-review-13068542)"** **Rating:** 4.5/5.0 stars *— Travis P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13068542) --- **"[Streamlined Our Business Planning Collaboratively](https://www.g2.com/survey_responses/liveplan-review-13053090)"** **Rating:** 5.0/5.0 stars *— John P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13053090) --- #### What Are G2 Users Discussing About LivePlan? - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for) ### 7. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 193 **How Do G2 Users Rate Jirav?** - **Custom Reports:** 8.6/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients. - Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients. - Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory. **Cons:** - Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface. - Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform. - Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges. - Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data. - Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync](https://www.g2.com/survey_responses/jirav-review-13113509)"** **Rating:** 5.0/5.0 stars *— Brandy B.* [Read full review](https://www.g2.com/survey_responses/jirav-review-13113509) --- **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 8. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Custom Reports:** 9.4/10 (Category avg: 8.7/10) - **Report Types:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Customer Support (10 reviews) - Ease of Use (10 reviews) - Easy Integrations (9 reviews) - Planning (8 reviews) - Automation (7 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities. - Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning. - Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting. - Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis. - Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency. **Cons:** - Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology. - Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology. - Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology. - Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology. - Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 9. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Syft?** - **Custom Reports:** 8.7/10 (Category avg: 8.7/10) - **Report Types:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Syft?** - **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics) - **Year Founded:** 2016 - **HQ Location:** Wilmington, US - **Twitter:** @Syft_Analytics (511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (96 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 70% Small-Business, 28% Mid-Market #### What Are Syft's Pros and Cons? **Pros:** - Reporting (9 reviews) - Easy Integrations (8 reviews) - Financial Management (8 reviews) - Integrations (7 reviews) - Reporting Efficiency (7 reviews) **Cons:** - Connectivity Issues (2 reviews) - Customization Difficulties (2 reviews) - Excel Integration Issues (2 reviews) - Expensive (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and versatile reporting** of Syft, significantly enhancing decision-making and time efficiency. - Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms. - Users value the **ease of integration and professional report options** that enhance financial management in small businesses. - Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly. - Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity. **Cons:** - Users face **connectivity issues** with limited data options and syncing problems, though support is helpful when available. - Users find the **customization difficulties** in Syft limit their ability to create detailed reports and comparisons. - Users face **Excel integration issues** , limiting data connections and restricting advanced reporting capabilities compared to Excel. - Users find Syft to be **expensive** , as costs increase significantly for accessing all its fantastic features. - Users note a noticeable **learning curve** with Syft, especially for mastering advanced analytics tools despite helpful training resources. #### What Are Recent G2 Reviews of Syft? **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 10. [G-Accon](https://www.g2.com/products/g-accon/reviews) All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 199 **How Do G2 Users Rate G-Accon?** - **Custom Reports:** 8.1/10 (Category avg: 8.7/10) - **Report Types:** 8.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.3/10 (Category avg: 8.6/10) **Who Is the Company Behind G-Accon?** - **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon) - **Company Website:** https://g-accon.com/ - **Year Founded:** 2017 - **HQ Location:** Novi, MI - **Twitter:** @G_AcconServices (1,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CFO - **Top Industries:** Accounting, Financial Services - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are G-Accon's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Automation (29 reviews) - Time-Saving (28 reviews) - Integrations (25 reviews) - Time-saving (24 reviews) **Cons:** - Reporting Issues (13 reviews) - Inefficient Reporting (10 reviews) - Poor Navigation (8 reviews) - UX Improvement (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of G-Accon, enabling rapid data retrieval and report generation with minimal effort. - Users value the **automation capabilities** of G-Accon, significantly reducing report generation time and increasing efficiency. - Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes. - Users value the **seamless integration** of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis. - Users value the **time-saving automation** of G-Accon, drastically reducing the time spent on financial reporting tasks. **Cons:** - Users find **reporting issues** frustrating, noting difficulties in connecting custom reports and data loss when copying sheets. - Users find that G-Accon's **inefficient reporting** can complicate generating accurate custom and consolidated reports. - Users find **navigation poor** , experiencing confusion and difficulty locating features within the G-Accon platform. - Users find the **dated interface** of G-Accon less appealing and hope for a modernized, more intuitive design. - Users find a **steep learning curve** with G-Accon, making initial usage challenging for those unfamiliar with its features. #### What Are Recent G2 Reviews of G-Accon? **"[User-Friendly Way to Make the Xero API Accessible](https://www.g2.com/survey_responses/g-accon-review-12922876)"** **Rating:** 5.0/5.0 stars *— Clarize P.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 11. [Finaloop](https://www.g2.com/products/finaloop/reviews) Finaloop is an ecommerce accounting and financial operations platform built for DTC, ecommerce, and retail brands. Finaloop combines ecommerce accounting software, inventory management, and real-time financial reporting into one unified system- replacing traditional accounting software, disconnected inventory tools, and manual profit tracking spreadsheets. Brands use Finaloop to get fully reconciled, GAAP-ready financials with real-time visibility across Shopify, Amazon, TikTok Shop, and other sales channels. Automated payout reconciliation, accurate COGS calculation, and inventory accounting ensure clean books and reliable ecommerce financial reporting every month. Designed for growing consumer brands, Finaloop automates up to 90% of ecommerce bookkeeping and financial workflows, including bank reconciliation, multi-channel sales accounting, and profit analytics, delivering ERP-level control without the cost or complexity of a traditional ERP. From early-stage startups to large enterprise brands, Finaloop helps teams stay lean, scale confidently, and make faster, data-driven decisions with accurate, real-time financials. **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Finaloop?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Finaloop?** - **Seller:** [Finaloop](https://www.g2.com/sellers/finaloop) - **Year Founded:** 2020 - **HQ Location:** Brooklyn, US - **LinkedIn® Page:** http://www.linkedin.com/company/finaloop (86 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Consumer Goods, Retail - **Company Size:** 75% Small-Business, 4% Mid-Market #### What Are Finaloop's Pros and Cons? **Pros:** - Ease of Use (14 reviews) - Customer Support (11 reviews) - Accurate Data (8 reviews) - Setup Ease (6 reviews) - Accounting Ease (5 reviews) **Cons:** - Missing Features (5 reviews) - Integration Issues (3 reviews) - Data Delays (2 reviews) - Data Management Issues (2 reviews) - Import Issues (2 reviews) ### What Do G2 Reviewers Say About Finaloop? *AI-generated summary from verified user reviews* **Pros:** - Users find Finaloop's **ease of use** invaluable, enjoying intuitive navigation and seamless financial automation for better organization. - Users commend the **excellent customer support** of Finaloop, noting its fast and friendly assistance in resolving issues. - Users value the **accurate and real-time data** provided by Finaloop, greatly simplifying their accounting processes. - Users highlight the **quick and intuitive setup** of Finaloop, making onboarding a seamless experience for e-commerce accounting. - Users appreciate the **easy-to-use accounting features** of Finaloop, making real-time financial management accessible for everyone. **Cons:** - Users note the **missing features** , such as editing the chart of accounts and creating shipping labels directly. - Users report **integration issues** with Amazon, leading to delays in real-time sales and expenses data updates. - Users experience **data delays** with bank updates and Amazon integration, hindering real-time visibility of financials. - Users face **data management issues** with CSV uploads and delayed bank account updates, affecting efficiency in transactions. - Users face **import issues** with Finaloop, struggling with CSV uploads and delayed bank account updates. #### What Are Recent G2 Reviews of Finaloop? **"[Fast Amazon/Walmart Integrations and an Anxiety-Free, Effective UI and GREAT SUPPORT!!](https://www.g2.com/survey_responses/finaloop-review-11978594)"** **Rating:** 5.0/5.0 stars *— Sajd K.* [Read full review](https://www.g2.com/survey_responses/finaloop-review-11978594) --- **"[Ecommerce Bookkeeping Made Easy with Accurate Integrations and Great Support](https://www.g2.com/survey_responses/finaloop-review-12574586)"** **Rating:** 5.0/5.0 stars *— Mike H.* [Read full review](https://www.g2.com/survey_responses/finaloop-review-12574586) --- ### 12. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **How Do G2 Users Rate Phocas Software?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Phocas Software?** - **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software) - **Company Website:** https://www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/1114241/ (332 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Mid-Market, 23% Small-Business #### What Are Phocas Software's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Capabilities (5 reviews) - Data Analysis (5 reviews) - Report Creation (5 reviews) - Reporting Efficiency (5 reviews) **Cons:** - Feature Improvements (3 reviews) - Improvements Needed (3 reviews) - Missing Features (3 reviews) - Missing Functionality (3 reviews) - Bugs (2 reviews) ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phocas Software, enabling straightforward data interpretation and effective decision-making. - Users praise Phocas Software for its **intuitive capabilities** that simplify data analysis and enhance decision-making. - Users value **fast and clear data analysis** in Phocas Software, facilitating informed decision-making with ease. - Users value the **easy report creation** in Phocas Software, enabling quick, defensible insights for decision-making. - Users appreciate the **reporting efficiency** of Phocas Software, enabling quick, credible insights for informed decision-making. **Cons:** - Users find **feature improvements necessary** for Phocas Software, particularly in budgeting and user experience at scale. - Users note that **improvements are needed** in data handling, budgeting, and user experience for better efficiency. - Users report **missing features** in Phocas Software, impacting operational efficiency and user experience in complex environments. - Users express frustration over **missing functionality** like real-time data access and limited contract-level intelligence in Phocas Software. - Users report encountering **bugs and date format issues** that complicate setup and lead to time-consuming troubleshooting. #### What Are Recent G2 Reviews of Phocas Software? **"[Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale](https://www.g2.com/survey_responses/phocas-software-review-12082649)"** **Rating:** 5.0/5.0 stars *— Lyndon R.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) --- **"[Effortless Data Integration and Visualization with Phocas](https://www.g2.com/survey_responses/phocas-software-review-12057725)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) --- #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### 13. [Apliqo](https://www.g2.com/products/apliqo/reviews) Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **How Do G2 Users Rate Apliqo?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Apliqo?** - **Seller:** [Apliqo](https://www.g2.com/sellers/apliqo) - **Company Website:** https://apliqo.com/ - **Year Founded:** 2013 - **HQ Location:** Zurich, CH - **Twitter:** @apliqo (47 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/apliqo (19 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Consulting, Information Technology and Services - **Company Size:** 62% Mid-Market, 31% Small-Business #### What Are Apliqo's Pros and Cons? **Pros:** - Dashboards (7 reviews) - Features (7 reviews) - Customizability (5 reviews) - Customization (5 reviews) - Dashboard Customization (5 reviews) **Cons:** - Learning Difficulty (7 reviews) - Learning Curve (6 reviews) - Expertise Required (5 reviews) - Customization Difficulties (2 reviews) - Customization Difficulty (2 reviews) ### What Do G2 Reviewers Say About Apliqo? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **user-friendly dashboards** of Apliqo, enhancing data visualization and decision-making efficiency. - Users value the **ease of development** in Apliqo, appreciating its built-in features and seamless TM1 integration. - Users value the **customizability** of Apliqo, enabling tailored dashboards that enhance data visualization and interactivity. - Users value the **highly customizable dashboards** of Apliqo, enhancing their ability to visualize and interact with data effectively. - Users benefit from **highly customizable dashboards** in Apliqo, enhancing data visualization and interaction for better decision-making. **Cons:** - Users may face **learning difficulties** due to the technical knowledge required for effective use of Apliqo. - Users note a **steep learning curve** for non-technical developers, especially regarding TM1, MDX, CSS, and JSON. - Users note that **expertise is required** in TM1 and MDX, making it challenging for non-technical developers. - Users face **customization difficulties** with Apliqo, requiring extensive knowledge of TM1, MDX, CSS, and JSON. - Users find **customization difficult** in Apliqo, requiring technical knowledge that may challenge less experienced developers. #### What Are Recent G2 Reviews of Apliqo? **"[Delivering business value through an intuitive interface](https://www.g2.com/survey_responses/apliqo-review-10319445)"** **Rating:** 5.0/5.0 stars *— Dave H.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) --- **"[Intuitive Frontend for Planning Analytics](https://www.g2.com/survey_responses/apliqo-review-10223927)"** **Rating:** 4.5/5.0 stars *— Van Zyl B.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) --- ### 14. [Finmark](https://www.g2.com/products/finmark/reviews) Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the future of finance so businesses can thrive. **Average Rating:** 4.6/5.0 **Total Reviews:** 16 **How Do G2 Users Rate Finmark?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Finmark?** - **Seller:** [BILL (previously Bill.com)](https://www.g2.com/sellers/bill-previously-bill-com) - **Year Founded:** 2006 - **HQ Location:** San Jose, CA - **Twitter:** @billcom (17,263 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/bill/ (3,407 employees on LinkedIn®) - **Ownership:** NYSE: BILL **Who Uses This Product?** - **Company Size:** 94% Small-Business #### What Are Recent G2 Reviews of Finmark? **"[Powerful projecting software](https://www.g2.com/survey_responses/finmark-review-7384304)"** **Rating:** 5.0/5.0 stars *— Verified User in Automotive* [Read full review](https://www.g2.com/survey_responses/finmark-review-7384304) --- **"[We absolutely love the Finmark product and so do our clients!](https://www.g2.com/survey_responses/finmark-review-6946864)"** **Rating:** 5.0/5.0 stars *— Frank M.* [Read full review](https://www.g2.com/survey_responses/finmark-review-6946864) --- ### 15. [Oracle Essbase](https://www.g2.com/products/oracle-essbase/reviews) Oracle Essbase is the industry-leading multi-dimensional online analytical processing (OLAP) server, providing a rich environment for effectively developing custom analytic and enterprise performance management applications. **Average Rating:** 4.3/5.0 **Total Reviews:** 237 **How Do G2 Users Rate Oracle Essbase?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Essbase?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Insurance - **Company Size:** 74% Enterprise, 19% Mid-Market #### What Are Oracle Essbase's Pros and Cons? **Pros:** - Excel Integration (1 reviews) - Visualization (1 reviews) **Cons:** - Data Management (1 reviews) - Not User-Friendly (1 reviews) ### What Do G2 Reviewers Say About Oracle Essbase? *AI-generated summary from verified user reviews* **Pros:** - Users value the **Excel integration through Smart View** , enhancing their multidimensional analysis capabilities in Oracle Essbase. - Users value the **multidimensional analysis** capabilities and seamless **Excel integration** via SmartView in Oracle Essbase. **Cons:** - Users find the **difficulties in data management** frustrating, as the interface feels outdated and errors are common. - Users find the Oracle Essbase interface **not user-friendly** , often struggling with its outdated design and error sensitivity. #### What Are Recent G2 Reviews of Oracle Essbase? **"[Powerful Multidimensional Analysis with Smooth Excel SmartView Integration](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)"** **Rating:** 4.5/5.0 stars *— Verified User in Telecommunications* [Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-12405557) --- **"[My personal experience about essbase](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)"** **Rating:** 4.5/5.0 stars *— Rohith P.* [Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-8010153) --- #### What Are G2 Users Discussing About Oracle Essbase? - [What is Oracle Essbase used for?](https://www.g2.com/discussions/what-is-oracle-essbase-used-for) - [What is the difference between Hyperion and Essbase?](https://www.g2.com/discussions/what-is-the-difference-between-hyperion-and-essbase) - [Is Oracle Essbase a relational database?](https://www.g2.com/discussions/is-oracle-essbase-a-relational-database) - [What is Essbase database?](https://www.g2.com/discussions/what-is-essbase-database) - [What is Essbase used for?](https://www.g2.com/discussions/what-is-essbase-used-for) ### 16. [Solution 7](https://www.g2.com/products/solution-7/reviews) Are you struggling with complex report writers, costly Business Intelligence tools, or the time and effort of copy-paste reporting? Winner of Oracle NetSuite SuiteApp of the Year, Solution 7 by Zone is a comprehensive financial reporting and forecasting solution built for NetSuite users. It enables you to effortlessly create and publish high-quality, complex, real-time reports and financial forecasts with full drill-down and drill-back capabilities—all from the comfort of an Excel spreadsheet. Solution 7 by Zone bridges the gap between powerful ERP systems and user-friendly reporting, giving businesses the toolkit they need to streamline their financial operations. About Zone Zone is headquartered in Boston, MA and has been providing innovative financial solutions for businesses worldwide since 2014. With a strong focus on the success of our customers, Zone has grown to serve 4000 customers, offering robust, scalable software that integrates seamlessly with NetSuite ERP. Zone's solutions are designed to simplify complex financial workflows, driving efficiency, accuracy, and business insights for finance teams across industries. Key Features of Solution 7 by Zone: Effortless Reporting in Excel: Build and publish complex, real-time NetSuite reports and financial forecasts directly from Excel, with full drill-down and drill-back functionality. Oracle NetSuite SuiteApp of the Year: Award-winning performance recognized for its excellence and innovation in financial reporting solutions. Solution 7 by Zone simplifies financial reporting and forecasting by eliminating the need for costly Business Intelligence tools and complex report writers. It reduces the time, effort, and pain associated with copy-paste reporting by allowing users to work directly in Excel, leveraging NetSuite's real-time data. With its powerful, user-friendly interface, Solution 7 helps finance teams build detailed reports quickly and accurately, making it easier to manage financial operations, improve cash flow visibility, and make strategic decisions. Real-Time Data Integration: Seamlessly connect with NetSuite to access up-to-the-minute financial data, ensuring accuracy and relevance in your reports. Customizable Reporting Templates: Save time with pre-built templates and custom options tailored to your business needs, reducing manual input and errors. Enhanced Financial Forecasting: Perform advanced forecasting with the tools you need to create projections based on real-time financial data, directly within Excel. Full Drill-Back & Audit Trail: Ensure complete visibility into your financials with drill-back capabilities, enabling you to trace data back to its source for detailed analysis and audit readiness. **Average Rating:** 4.5/5.0 **Total Reviews:** 34 **How Do G2 Users Rate Solution 7?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.2/10 (Category avg: 8.6/10) **Who Is the Company Behind Solution 7?** - **Seller:** [Zone & Co](https://www.g2.com/sellers/zone-co) - **Company Website:** https://www.zoneandco.com - **Year Founded:** 2013 - **HQ Location:** Boston, MA - **Twitter:** @ZoneandCo (84 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/zone-&-company-software-consulting-llc (301 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Accounting - **Company Size:** 82% Mid-Market, 15% Small-Business #### What Are Solution 7's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Excel Integration (4 reviews) - Easy Setup (3 reviews) - Features (3 reviews) **Cons:** - Steep Learning Curve (3 reviews) - Complexity (1 reviews) - Customization Difficulties (1 reviews) - Data Management (1 reviews) - Difficult Setup (1 reviews) ### What Do G2 Reviewers Say About Solution 7? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Solution 7, appreciating its simple interface and reliable support. - Users appreciate the **reliable and quick customer support** from Solution 7, enhancing their overall experience and efficiency. - Users value the **Excel integration** of Solution 7, enhancing financial data analysis with real-time updates and robust reporting. - Users love the **easy setup** of Solution 7, appreciating smooth data integration and a friendly support team. - Users value the **user-friendly design and automation** of Solution 7, simplifying financial planning and analysis tasks. **Cons:** - Users find the **steep learning curve** challenging, requiring significant effort to master the advanced features effectively. - Users find the **complexity** of Solution 7 challenging, necessitating specialized IT knowledge for effective management. - Users find the **customization difficulties** of Solution 7 can be overwhelming, though saving templates helps ease the process. - Users face **integration challenges** with Solution 7, as data quality and high costs impact its performance. - Users find the **difficult setup** of Solution 7 to be a time-consuming process that can frustrate the experience. #### What Are Recent G2 Reviews of Solution 7? **"[Keeps everyday operational work organized without feeling complicated](https://www.g2.com/survey_responses/solution-7-review-13118674)"** **Rating:** 4.5/5.0 stars *— Caroline B.* [Read full review](https://www.g2.com/survey_responses/solution-7-review-13118674) --- **"[A dependable platform for keeping business processes connected](https://www.g2.com/survey_responses/solution-7-review-13072690)"** **Rating:** 4.5/5.0 stars *— Colin P.* [Read full review](https://www.g2.com/survey_responses/solution-7-review-13072690) --- #### What Are G2 Users Discussing About Solution 7? - [What is NetSuite Reporting in Excel used for?](https://www.g2.com/discussions/what-is-netsuite-reporting-in-excel-used-for) ### 17. [Oracle Cloud EPM Narrative Reporting](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews) Oracle Enterprise Performance Reporting Cloud is a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages. **Average Rating:** 4.0/5.0 **Total Reviews:** 19 **How Do G2 Users Rate Oracle Cloud EPM Narrative Reporting?** - **Custom Reports:** 7.8/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Oracle Cloud EPM Narrative Reporting?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Company Size:** 48% Enterprise, 29% Mid-Market #### What Are Oracle Cloud EPM Narrative Reporting's Pros and Cons? **Pros:** - HR Management (1 reviews) - Time Management (1 reviews) **Cons:** - Complexity Issues (1 reviews) ### What Do G2 Reviewers Say About Oracle Cloud EPM Narrative Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users benefit from the **integration of HR and Finance data** for effective budget creation and resource allocation. - Users note the **time-saving capabilities** of Oracle Cloud EPM Narrative Reporting, enhancing efficiency in critical processes. **Cons:** - Users find that **Complexity Issues** demand greater IT support, complicating their experience with Oracle Cloud EPM Narrative Reporting. #### What Are Recent G2 Reviews of Oracle Cloud EPM Narrative Reporting? **"[Oracle Fusion EPM](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962)"** **Rating:** 4.5/5.0 stars *— Verified User in Primary/Secondary Education* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962) --- **"[Overview of Oracle Cloud EPM](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156)"** **Rating:** 5.0/5.0 stars *— Eric E.* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156) --- #### What Are G2 Users Discussing About Oracle Cloud EPM Narrative Reporting? - [What is Oracle Eprcs?](https://www.g2.com/discussions/what-is-oracle-eprcs) - [What is the purpose of narrative reporting?](https://www.g2.com/discussions/what-is-the-purpose-of-narrative-reporting) - [What is included in narrative reporting?](https://www.g2.com/discussions/what-is-included-in-narrative-reporting) - [What is Oracle narrative reporting?](https://www.g2.com/discussions/what-is-oracle-narrative-reporting) ### 18. [MindBridge](https://www.g2.com/products/mindbridge/reviews) MindBridge is the leader in Autonomous Financial Oversight, analyzing 100% of transactions across financial systems to detect risks early, explain insights clearly, and enable governed actions. As finance becomes increasingly autonomous, MindBridge provides the independent oversight needed for finance and external audit teams to move beyond sampling and maintain financial integrity. **Average Rating:** 4.4/5.0 **Total Reviews:** 64 **How Do G2 Users Rate MindBridge?** - **Custom Reports:** 8.2/10 (Category avg: 8.7/10) - **Report Types:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind MindBridge?** - **Seller:** [Mindbridge](https://www.g2.com/sellers/mindbridge) - **Company Website:** https://www.mindbridge.ai/ - **Year Founded:** 2015 - **HQ Location:** Ottawa, Ontario - **Twitter:** @mindbridge_ai (3,761 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/mindbridge-ai/ (263 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Financial Services - **Company Size:** 45% Mid-Market, 42% Enterprise #### What Are MindBridge's Pros and Cons? **Pros:** - Reporting Efficiency (14 reviews) - Ease of Use (12 reviews) - Insights (8 reviews) - Time-saving (8 reviews) - Intuitive (5 reviews) **Cons:** - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Data Management (4 reviews) - Import Issues (4 reviews) - Not Intuitive (3 reviews) ### What Do G2 Reviewers Say About MindBridge? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **reporting efficiency** of MindBridge, praising its intuitive design and valuable data insights. - Users appreciate the **ease of use** in MindBridge, benefiting from its intuitive interface and supportive quicktips. - Users value the **high-quality insights and efficiency** of MindBridge, enhancing their data analysis in audit areas. - Users find that MindBridge provides significant **time-saving automation** for accounting workflows and data management, enhancing efficiency. - Users find MindBridge's **intuitive design** enhances usability, making financial reviews and audits more efficient and accessible. **Cons:** - Users note a **steep learning curve** with MindBridge, requiring time and training to fully utilize its capabilities. - Users find the **complexity** of MindBridge's interface and setup process to be challenging and time-consuming. - Users find that **data management can be clunky** , requiring extra support and time-consuming adjustments that disrupt workflows. - Users often face **import issues** with MindBridge, requiring additional IT support and hindering workflow efficiency. - Users find MindBridge **not intuitive** , requiring time and experience to learn the necessary processes for effective use. #### What Are Recent G2 Reviews of MindBridge? **"[Transformative Financial Oversight with Real-Time Visibility](https://www.g2.com/survey_responses/mindbridge-review-12563468)"** **Rating:** 4.0/5.0 stars *— Rinosh D.* [Read full review](https://www.g2.com/survey_responses/mindbridge-review-12563468) --- **"[AI-Powered Auditing Enhancing Risk Detection](https://www.g2.com/survey_responses/mindbridge-review-12563130)"** **Rating:** 4.0/5.0 stars *— Sherin V.* [Read full review](https://www.g2.com/survey_responses/mindbridge-review-12563130) --- #### What Are G2 Users Discussing About MindBridge? - [How do you use Mindbridge?](https://www.g2.com/discussions/how-do-you-use-mindbridge) - [What is AI in auditing?](https://www.g2.com/discussions/what-is-ai-in-auditing) - [What is GL AI?](https://www.g2.com/discussions/what-is-gl-ai) - [What does MindBridge do?](https://www.g2.com/discussions/what-does-mindbridge-do) ### 19. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business. **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **How Do G2 Users Rate Fuelfinance?** - **Custom Reports:** 9.9/10 (Category avg: 8.7/10) - **Report Types:** 9.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Fuelfinance?** - **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance) - **Year Founded:** 2019 - **HQ Location:** Delaware, IA - **Twitter:** @fuelfinance_ (333 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fuelfinance (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 54% Small-Business, 46% Mid-Market #### What Are Fuelfinance's Pros and Cons? **Pros:** - Financial Management (14 reviews) - Insights (9 reviews) - Budgeting Management (6 reviews) - Insights Analysis (6 reviews) - Ease of Use (5 reviews) **Cons:** - Limited Integration (2 reviews) - Limited Integrations (2 reviews) - Customization Difficulties (1 reviews) - Difficult Customization (1 reviews) - Downtime Issues (1 reviews) ### What Do G2 Reviewers Say About Fuelfinance? *AI-generated summary from verified user reviews* **Pros:** - Users commend **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability. - Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency. - Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability. - Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency. - Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making. **Cons:** - Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup. - Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools. - Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs. - Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs. - Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software. #### What Are Recent G2 Reviews of Fuelfinance? **"[Fuelfinance Is a Must-Have for Founders](https://www.g2.com/survey_responses/fuelfinance-review-11371016)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016) --- **"[A must-have for any service company](https://www.g2.com/survey_responses/fuelfinance-review-11855515)"** **Rating:** 5.0/5.0 stars *— Max V.* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515) --- ### 20. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **How Do G2 Users Rate Spotlight Reporting?** - **Custom Reports:** 9.2/10 (Category avg: 8.7/10) - **Report Types:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Spotlight Reporting?** - **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting) - **Year Founded:** 2010 - **HQ Location:** Wellington, New Zealand - **Twitter:** @spotlightrep (7,727 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/spotlight-reporting-limited (43 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 63% Small-Business, 21% Mid-Market #### What Are Recent G2 Reviews of Spotlight Reporting? **"[Great Onboarding, Customer Support, and Engagement](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)"** **Rating:** 5.0/5.0 stars *— Ryan V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) --- **"[Efficient and easy to use !](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)"** **Rating:** 5.0/5.0 stars *— Sara V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) --- #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes ### 21. [Keboola](https://www.g2.com/products/keboola/reviews) Keboola is a finance data and AI platform for companies that need trusted financial reporting, planning, analysis, and close processes across complex systems. Built for CFOs, FP&A teams, Controllers, finance operations, and data teams, Keboola helps organizations turn fragmented data from ERPs, accounting systems, spreadsheets, CRM, warehouses, and operational tools into one governed foundation for financial intelligence. Many finance teams rely on disconnected systems, inconsistent charts of accounts, manual reconciliations, and spreadsheet-based reporting. This makes it difficult to close quickly, produce reliable forecasts, answer board questions, support acquisitions, or use AI safely with financial data. Keboola solves this upstream data problem by connecting, standardizing, transforming, and governing financial data before it reaches FP&A, CPM, BI, reporting, or AI tools. Keboola is especially valuable for multi-entity companies, private-equity-backed businesses, holding groups, financial services firms, franchises, and organizations growing through M&A. These companies often operate across multiple ERPs, entities, countries, currencies, and reporting definitions. Keboola helps standardize chart-of-accounts logic, automate financial data pipelines, reconcile data across systems, and create trusted business definitions that teams can use consistently. Unlike traditional FP&A, CPM, EPM, budgeting, forecasting, or financial reporting tools that assume clean data already exists, Keboola focuses on the governed data foundation underneath. The platform gives teams transparent, auditable logic for financial transformations, source-to-output lineage, reusable business rules, and a semantic layer that helps ensure reports, dashboards, forecasts, and AI outputs are based on trusted company data. Keboola works alongside existing tools such as Snowflake, BigQuery, Databricks, Microsoft Fabric, Power BI, Tableau, Looker, Anaplan, Pigment, DataRails, Workiva, and other finance and analytics platforms. Rather than forcing a rip-and-replace project, Keboola strengthens the data layer beneath these systems so finance teams can plan, report, reconcile, and analyze with greater confidence. For AI adoption, Keboola provides the governed data environment that makes AI practical for business-critical financial workflows. Teams can connect AI agents and assistants to approved metrics, trusted pipelines, financial definitions, and auditable data products, reducing the risk of confident but untraceable answers. With Keboola, organizations can improve financial analysis, accelerate reporting, support financial close, automate reconciliation workflows, enable more reliable FP&A, and create a trusted foundation for AI-powered finance. **Average Rating:** 4.6/5.0 **Total Reviews:** 135 **How Do G2 Users Rate Keboola?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Keboola?** - **Seller:** [Keboola](https://www.g2.com/sellers/keboola) - **Company Website:** https://www.keboola.com - **Year Founded:** 2008 - **HQ Location:** Prague - **Twitter:** @keboola (2,004 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/keboola/ (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Data Analyst, Data Engineer - **Top Industries:** Information Technology and Services, Marketing and Advertising - **Company Size:** 64% Mid-Market, 21% Small-Business #### What Are Keboola's Pros and Cons? **Pros:** - Ease of Use (35 reviews) - Features (27 reviews) - Data Management (26 reviews) - Integrations (26 reviews) - Customer Support (25 reviews) **Cons:** - Learning Curve (14 reviews) - Complexity (13 reviews) - Steep Learning Curve (11 reviews) - Data Management (9 reviews) - UX Improvement (9 reviews) ### What Do G2 Reviewers Say About Keboola? *AI-generated summary from verified user reviews* **Pros:** - Users find Keboola's platform to be **simple and easy to use** , making data management accessible for everyone. - Users value the **user-friendly data management** capabilities of Keboola, enhancing accessibility for non-technical individuals. - Users praise the **intuitive setup for data flows** in Keboola, enhancing productivity with seamless data handling. - Users value the **extensive integrations** of Keboola, enabling seamless data management across various platforms and tools. - Users praise Keboola for its **incredible customer support** , providing fast and helpful assistance to enhance their experience. **Cons:** - Users find the **learning curve steep** , often requiring developer assistance and causing confusion with component navigation. - Users struggle with the **complexity** of Keboola, facing steep learning curves and inconsistent documentation that hinders usability. - Users face a **steep learning curve** with Keboola, often needing external help to navigate its complexities effectively. - Users find the **interface difficult to navigate** , making data management more complex and error-prone than expected. - Users find the **user interface overwhelming** and not intuitive, resulting in a challenging learning experience for newcomers. #### What Are Recent G2 Reviews of Keboola? **"[Streamlines Data Prep with Some Learning Curves](https://www.g2.com/survey_responses/keboola-review-9741142)"** **Rating:** 5.0/5.0 stars *— Vojta F.* [Read full review](https://www.g2.com/survey_responses/keboola-review-9741142) --- **"[Usefull tool with good people behind it](https://www.g2.com/survey_responses/keboola-review-13121874)"** **Rating:** 4.5/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/keboola-review-13121874) --- #### What Are G2 Users Discussing About Keboola? - [What are the benefits and challenges of using Keboola for data integration, and what do you recommend for new users?](https://www.g2.com/discussions/what-are-the-benefits-and-challenges-of-using-keboola-for-data-integration-and-what-do-you-recommend-for-new-users) ### 22. [Vareto](https://www.g2.com/products/vareto/reviews) Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant. **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Vareto?** - **Custom Reports:** 10.0/10 (Category avg: 8.7/10) - **Report Types:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom KPIs:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Vareto?** - **Seller:** [Vareto](https://www.g2.com/sellers/vareto) - **Year Founded:** 2020 - **HQ Location:** Mountain View, CA - **Twitter:** @VaretoApp (91 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vareto/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Mid-Market, 7% Small-Business #### What Are Recent G2 Reviews of Vareto? **"[Excellent Low-code Planning Solution](https://www.g2.com/survey_responses/vareto-review-9166320)"** **Rating:** 5.0/5.0 stars *— Kevin K.* [Read full review](https://www.g2.com/survey_responses/vareto-review-9166320) --- **"[Great FP&A tool with transaction level observability](https://www.g2.com/survey_responses/vareto-review-9557173)"** **Rating:** 4.5/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/vareto-review-9557173) --- ### 23. [SIMPL](https://www.g2.com/products/consero-simpl/reviews) SIMPL® is Consero’s all-in-one finance operations platform that brings the core tools teams typically stitch together—accounting, invoicing, vendor billing/AP, employee expenses/approvals, workflow, reporting, and KPI dashboards—into a single, cloud-based system. Designed to serve multiple stakeholders—from CFOs and executives to PE sponsors, department heads, and managers—SIMPL® provides role-based visibility so each user gets the financial data most relevant to them. CFOs get full control of finance operations, executives get performance dashboards, PE sponsors can self-serve reports without waiting on the finance team, and managers can handle approvals and expense tracking directly. Key benefits include real-time financial visibility across all functions, improved operational efficiency and scalability, significant time savings by offloading routine finance work, and greater confidence in decision-making backed by trusted expertise. **Average Rating:** 4.3/5.0 **Total Reviews:** 12 **How Do G2 Users Rate SIMPL?** - **Custom Reports:** 7.8/10 (Category avg: 8.7/10) - **Report Types:** 8.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.2/10 (Category avg: 8.6/10) **Who Is the Company Behind SIMPL?** - **Seller:** [Consero](https://www.g2.com/sellers/consero) - **Year Founded:** 2006 - **HQ Location:** Austin, TX - **Twitter:** @conseroglobal (1,016 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/consero (1,706 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 54% Enterprise, 31% Small-Business #### What Are SIMPL's Pros and Cons? **Pros:** - Dashboards (1 reviews) - Integrations (1 reviews) - Real-time Data (1 reviews) **Cons:** - Time Delays (1 reviews) ### What Do G2 Reviewers Say About SIMPL? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive dashboards** of SIMPL, making real-time data easily accessible and understandable. - Users value the **seamless integration capabilities** of SIMPL, allowing easy connectivity with various systems effortlessly. - Users value the **real-time data** feature of SIMPL, appreciating its intuitive dashboard and seamless integrations. **Cons:** - Users experience **time delays** during peak usage, affecting the efficiency of logging in and bill approvals. #### What Are Recent G2 Reviews of SIMPL? **"[SIMPL - Your go to dashboard!](https://www.g2.com/survey_responses/simpl-review-8613996)"** **Rating:** 5.0/5.0 stars *— Sasikala E.* [Read full review](https://www.g2.com/survey_responses/simpl-review-8613996) --- **"[Accounting Solutions for Integrating multiple software with Dashboard](https://www.g2.com/survey_responses/simpl-review-7199447)"** **Rating:** 4.0/5.0 stars *— Madhukar B.* [Read full review](https://www.g2.com/survey_responses/simpl-review-7199447) --- ### 24. [Grid](https://www.g2.com/products/withgrid/reviews) From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards. **Average Rating:** 4.6/5.0 **Total Reviews:** 14 **How Do G2 Users Rate Grid?** - **Custom Reports:** 7.5/10 (Category avg: 8.7/10) - **Report Types:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Grid?** - **Seller:** [Grid (formerly SaaSGrid)](https://www.g2.com/sellers/grid-formerly-saasgrid) - **Year Founded:** 2023 - **HQ Location:** San Francisco, California - **LinkedIn® Page:** https://www.linkedin.com/company/withgrid/ (8 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 71% Small-Business, 21% Mid-Market #### What Are Grid's Pros and Cons? **Pros:** - Easy Integrations (2 reviews) - Reporting Efficiency (2 reviews) - Automation (1 reviews) - Collaboration (1 reviews) - Customer Success (1 reviews) **Cons:** - Expensive (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Grid? *AI-generated summary from verified user reviews* **Pros:** - Users value the **easy integrations** with Hubspot and other tools, enhancing their data reporting and visualization experience. - Users praise the **reporting efficiency** of Grid, highlighting its easy integration and valuable prebuilt reports and charts. - Users value the **automation capabilities** of SaaSGrid, significantly enhancing their metrics tracking and analysis efficiency. - Users value the **collaborative insights** from SaaSGrid, enabling multiple teams to access vital metrics effortlessly. - Users value the **outstanding customer support** of SaaSGrid, ensuring responsive help for any unique challenges faced. **Cons:** - Users feel that the **cost is high** now that it's only available for those with significant ARR. - Users find it helpful for current metrics, but experience **slow performance** that hinders forecasted metrics functionality. #### What Are Recent G2 Reviews of Grid? **"[Finally, metrics our whole team trusts](https://www.g2.com/survey_responses/grid-review-12989721)"** **Rating:** 4.5/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/grid-review-12989721) --- **"[Less time wrangling data, more time acting on it](https://www.g2.com/survey_responses/grid-review-12971727)"** **Rating:** 5.0/5.0 stars *— Yulija K.* [Read full review](https://www.g2.com/survey_responses/grid-review-12971727) --- ### 25. [Optimus Fintech](https://www.g2.com/products/optimus-fintech/reviews) Optimus Fintech is a modern global SaaS organization offering an autonomous AI-powered, No Code platform - Optimus, that streamlines payment data management and automates financial workflows. The purpose-built Finance Ops platform offers comprehensive solutions covering data aggregation, reconciliation, exception management, fees and commission validation, in-depth payment analytics, and reporting. With Optimus, businesses can effortlessly harmonize, reconcile, and account for money end-to-end. A PCI and SOC compliant data platform, Optimus is trusted by renowned Fortune 500 companies, processing more than 3 billion annual transactions securely. The platform democratizes data, enabling seamless collaboration and data access across teams. Optimus Fintech empowers organizations to scale operations without the need to scale teams, unlocking efficiency and growth potential. **Average Rating:** 4.6/5.0 **Total Reviews:** 22 **How Do G2 Users Rate Optimus Fintech?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) **Who Is the Company Behind Optimus Fintech?** - **Seller:** [Optimus Fintech](https://www.g2.com/sellers/optimus-fintech) - **Year Founded:** 2020 - **HQ Location:** San Francisco, US - **Twitter:** @OptimusFintech (10 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/optimus-fintech-inc (39 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Retail, Financial Services - **Company Size:** 74% Mid-Market, 22% Enterprise #### What Are Recent G2 Reviews of Optimus Fintech? **"[Optimus Streamlines Reconciliation with No-Code Automation and Real-Time Visibility](https://www.g2.com/survey_responses/optimus-fintech-review-13071989)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/optimus-fintech-review-13071989) --- **"[Solved our reconciliation problem across every payment provider](https://www.g2.com/survey_responses/optimus-fintech-review-13129076)"** **Rating:** 4.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/optimus-fintech-review-13129076) --- ## What Is Financial Analysis Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Financial Analysis Software? - [Data Visualization Tools](https://www.g2.com/categories/data-visualization-tools) - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) - [Sales Planning Software](https://www.g2.com/categories/sales-planning) - [Financial Reconciliation Software](https://www.g2.com/categories/financial-reconciliation) --- ## How Do You Choose the Right Financial Analysis Software? ### What You Should Know About Financial Analysis Software ### What is Financial Analysis Software? Financial analysis software helps businesses of all sizes track and monitor their company's financial performance. Using reports and metrics from current and historical data, companies can see how they are currently operating, better plan their financial direction, and identify growth or improvement areas.  This software can convert large, complex data sets into more straightforward reports that allow management to make data-driven decisions. Financial analysis software is often integrated with accounting software or other similar financial platforms that help gather, analyze, and report financial data. It is often used by financial analysts, accountants, finance managers, auditors, and consultants. ### What are the Common Features of Financial Analysis Software? The following are some core features within financial analysis software that can help users make smart decisions and draw conclusions from data analysis. **Financial reports:** This software can take complicated financial data and convert it into organized financial statements and reports, such as income statements, balance sheets, and cash flow statements, which give analysts a more digestible view of an organization's financial health and performance. **Budgeting and forecasting:** The software may include budgeting and forecasting modules, allowing users to create financial projections based on historical data and performance. **Compliance reporting:** Financial analysis software may assist with compliance reporting, ensuring financial data meets regulatory requirements. **Integrations:** This software often integrates with several data sources to compile an accurate view of an organization’s financial status. These sources include accounting or ERP software, spreadsheets, and financial databases. **Metrics:** Financial analysis software can calculate and display various financial ratios and metrics, such as profitability ratios, liquidity ratios, and efficiency ratios, aiding in financial performance evaluation. ### What are the Benefits of Financial Analysis Software? Financial analysis software has many benefits that can help all users with reporting, planning, and company-wide decision making. **Forecasting:** Forecasting modules allow companies to use past financial data to predict better future revenues, expenses, and other costs of doing business. This software helps companies to make educated guesses on several metrics, as forecasting is not an exact science. **Data visualization:** Financial analysis tools often include visualization features that can intake complex number sets and convert them into graphs and charts that are easier to understand and interpret. **Customization:** Financial analysis software often allows customization, such as reports, dashboards, and analysis parameters, to meet specific needs and scales according to the size and complexity of an organization's financial operations. **Data accuracy:** Financial analysis software automates data collection and processing, reducing the risk of manual errors often occurring in manual financial analysis. This ensures greater accuracy and reliability in financial reporting and decision-making. ### Who Uses Financial Analysis Software? A wide range of users throughout a company can use financial analysis software to benefit from its insights and analysis. **Finance professionals:** Financial analysts, accountants, and CFOs are examples of users who use financial analysis tools to analyze financial data by generating financial reports for decision-making, budgeting, and forecasting. **Managers:** Managers from any department within an organization can benefit from utilizing dashboards and reports that provide details on the financial performance of their teams. Financial analysis software can also give more insight into their department that they usually wouldn’t have access to, such as profitability and loss data, market trends, or financially wasteful activities. **Treasurers:** Corporate treasurers utilize this software to manage cash flow, liquidity, and risk exposure, ensuring financial stability and optimizing cash management. **Compliance professionals:** Professionals in regulatory compliance use financial analysis solutions to ensure adherence to financial regulations and prepare financial statements and reports required by regulatory organizations. **Auditors:** Auditors can use financial analysis tools to analyze financial records, transactions, and activities to ensure accuracy and compliance during the auditing process. ### Challenges with Financial Analysis Software While financial analysis software offers numerous benefits, it also has challenges. Some common challenges with this software include: **Data volume and processing:** Handling large volumes of financial data for analysis can be resource-intensive. Slower processing times or system performance issues may occur when dealing with big data sets. **Compliance:** Ensuring that the software's analysis and reporting adhere to financial regulations and standards is crucial, especially in regulated industries. ### How to Buy Financial Analysis Software #### Requirements Gathering (RFI/RFP) for Financial Analysis Software When selecting financial analysis software, it’s essential to first look at how the business operates and then become familiar with the different types of software available.  There are many options for financial analysis products, including those designed for the business needs of small and medium-sized companies.  Some things to consider include its ability to integrate with accounting systems and provide cash flow analysis, trend analysis, and risk analysis, to name a few. #### Compare Financial Analysis Software Products **Create a long list** Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry.  For example, there are platforms built explicitly for enterprises, while others have flexibility with the number of users and allow additional seats as a company grows. **Create a short list** After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. Financial analysis software is available for all budgets, and some general applications may be downloaded for free or bought at a lower price. However, buyers must remember that the more specialized and customized a software is, the more expensive it gets. This is because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business. **Conduct demos** As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most.  For example, one might ask to be walked through any features for managing cash flow analysis, reporting, or comparative analysis. #### Selection of Financial Analysis Software **Choose a selection team** The managers from departments such as accounting, finance, sales, IT, and procurement should be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion on the business's particular needs. Some users may even be able to help the company install and set up the software of their choice. After choosing the software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money.  Therefore, it is also essential to check the scalability of the software solution and vendor capability (from reviews, vendor background, and historical performance in the market). To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software. **Negotiation** Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other.  If a business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays upfront instead of a monthly or quarterly package price.  Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper.  Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate for a long-term offering, sometimes resulting in more favorable pricing. **Final decision** The final decision should be based on all the information gathered previously. Businesses should prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business.  If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with confidence. If the tool is inefficient or not performing as expected, it might be time to test another tool.