# Best Budgeting and Forecasting Software

## How Many Budgeting and Forecasting Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Budgeting and Forecasting Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Budgeting and Forecasting Software
 ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=liveflow)

**Sponsored**

### 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_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-04T16%3A42%3A56Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting&secure%5Btoken%5D=5f215a10edb051d4342ac32c9f8c939449a4e7e4bd6d7d1129509c34c91c2fa3&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url)

### [Datarails](https://www.g2.com/fr/products/datarails/reviews)

Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 369

#### How Do G2 Users Rate Datarails?

- **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Ajustements:** 8.4/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.5/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Datarails?

- **Vendeur:** [Datarails](https://www.g2.com/fr/sellers/datarails)
- **Site Web de l'entreprise:** www.Datarails.com
- **Année de fondation:** 2015
- **Emplacement du siège social:** New York
- **Twitter:** @datarails  
1,139 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website)  
407 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Directeur financier, Directeur Financier
- **Top Industries:** Services financiers, Soins hospitaliers et de santé
- **Company Size:** 71% Medium, 21% Small

#### What Do G2 Reviewers Say About Datarails?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Datarails pour générer des rapports et gérer les données efficacement.
- Les utilisateurs apprécient l' **intégration native d'Excel** , estimant qu'elle améliore les flux de travail tout en garantissant la gouvernance des données et la facilité d'utilisation.
- Les utilisateurs louent Datarails pour son **efficacité en matière de reporting** , permettant une agrégation de données sans faille et une gestion financière rationalisée.
- Les utilisateurs apprécient l' **intégration de données transparente** dans Datarails, améliorant les flux de travail tout en garantissant précision et conformité.
- Les utilisateurs apprécient l' **efficacité** de Datarails, rationalisant les processus et améliorant la visibilité financière avec des rapports automatisés.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** difficile, surtout lorsqu'ils gèrent l'installation initiale et résolvent des problèmes dans le logiciel.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Datarails, mais le support et les mises à jour aident à faciliter le processus d'intégration.
- Les utilisateurs sont déçus par les **fonctionnalités manquantes** dans Datarails, limitant leur capacité à tirer pleinement parti de la plateforme.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Datarails, mais le support et les mises à jour aident les utilisateurs à s'adapter au fil du temps.
- Les utilisateurs trouvent que la **complexité des processus backend** de Datarails est frustrante, compliquant les efforts de traçage et de dépannage des données.

#### What Are Recent G2 Reviews of Datarails?

**["Rapports sans faille et impeccables qui facilitent le travail"](https://www.g2.com/fr/survey_responses/datarails-review-13067556)**

**Rating:** 5.0/5.0 stars

_— ben ._

[Read full review](https://www.g2.com/fr/survey_responses/datarails-review-13067556)

**["Énorme gain de temps pour les journaux, les actualisations TB et les listes de transactions instantanées"](https://www.g2.com/fr/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

[Read full review](https://www.g2.com/fr/survey_responses/datarails-review-13158805)

#### What Are G2 Users Discussing About Datarails?

- [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/fr/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable)

### [Anaplan](https://www.g2.com/fr/products/anaplan/reviews)

Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management.

**Average Rating:** 4.6/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Anaplan?

- **the product a-t-il été un bon partenaire commercial?:** 8.6/10 (Category avg: 9.2/10)
- **Ajustements:** 8.8/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Anaplan?

- **Vendeur:** [Anaplan](https://www.g2.com/fr/sellers/anaplan)
- **Site Web de l'entreprise:** www.anaplan.com
- **Année de fondation:** 2006
- **Emplacement du siège social:** Miami, FL
- **Twitter:** @anaplan  
21,768 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,836 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager, Consultant principal
- **Top Industries:** Technologie de l'information et services, Services financiers
- **Company Size:** 52% Large, 34% Medium

#### What Do G2 Reviewers Say About Anaplan?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent l' **aisance d'utilisation** d'Anaplan exceptionnelle, ce qui améliore la collaboration et simplifie le processus de planification pour tous les types d'utilisateurs.
- Les utilisateurs apprécient la **flexibilité** d'Anaplan, permettant des modèles de planification personnalisés qui s'adaptent à leurs besoins commerciaux uniques.
- Les utilisateurs apprécient l' **interface conviviale** d'Anaplan, qui simplifie les applications de planification complexes dans divers cas d'utilisation.
- Les utilisateurs apprécient l' **efficacité** d'Anaplan, permettant des réponses rapides aux besoins changeants des entreprises grâce à des solutions de planification intégrées.
- Les utilisateurs apprécient Anaplan pour ses **capacités de planification faciles à utiliser et évolutives** , améliorant la prise de décision dans divers domaines d'activité.

##### Cons

- Les utilisateurs critiquent Anaplan pour son **support limité et ses coûts élevés** , ainsi que pour des problèmes de performance affectant les grands ensembles de données et l'analyse.
- Les utilisateurs expriment des préoccupations concernant **les fonctionnalités manquantes** telles que les API publiques et la mauvaise visualisation des données, ce qui affecte l'utilisabilité globale.
- Les utilisateurs trouvent que la **pour maîtriser Anaplan, nécessitant un temps et une expertise significatifs pour une utilisation optimale.**
- Les utilisateurs rencontrent des **problèmes de performance** avec Anaplan, notamment des temps de chargement longs lors de calculs complexes et des limitations d'espace de travail.
- Les utilisateurs trouvent un **manque de fonctionnalités** dans Anaplan, estimant que des outils essentiels sont soit absents, soit derrière des paywalls.

#### What Are Recent G2 Reviews of Anaplan?

**["Modélisation en temps réel et flexible qui accélère la prise de décision"](https://www.g2.com/fr/survey_responses/anaplan-review-12715706)**

**Rating:** 4.0/5.0 stars

_— Alex P._

[Read full review](https://www.g2.com/fr/survey_responses/anaplan-review-12715706)

**["Une plateforme de planification flexible pour une utilisation en entreprise"](https://www.g2.com/fr/survey_responses/anaplan-review-12927992)**

**Rating:** 4.5/5.0 stars

_— Kumar S._

[Read full review](https://www.g2.com/fr/survey_responses/anaplan-review-12927992)

#### What Are G2 Users Discussing About Anaplan?

- [À quoi sert Fluence Technologies ?](https://www.g2.com/fr/discussions/what-is-fluence-technologies-used-for) - 1 comment
- [En quoi Anaplan est-il différent ?](https://www.g2.com/fr/discussions/how-is-anaplan-different) - 6 comments
- [Anaplan est-il bon?](https://www.g2.com/fr/discussions/is-anaplan-any-good) - 1 comment
- [What database does anaplan use?](https://www.g2.com/fr/discussions/what-database-does-anaplan-use) - 3 comments
- [Qu'est-ce que le logiciel Anaplan ?](https://www.g2.com/fr/discussions/what-is-anaplan-software) - 4 comments

### [Vena](https://www.g2.com/fr/products/vena/reviews)

Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

- **the product a-t-il été un bon partenaire commercial?:** 9.1/10 (Category avg: 9.2/10)
- **Ajustements:** 8.9/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 9.0/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vena?

- **Vendeur:** [Vena Solutions](https://www.g2.com/fr/sellers/vena-solutions)
- **Site Web de l'entreprise:** www.venasolutions.com
- **Année de fondation:** 2011
- **Emplacement du siège social:** Toronto
- **Twitter:** @venasolutions  
1,347 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste Financier Senior, Analyste financier
- **Top Industries:** Technologie de l'information et services, Comptabilité
- **Company Size:** 64% Medium, 20% Large

#### What Do G2 Reviewers Say About Vena?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent que Vena est **facile à utiliser** , grâce à son interface intuitive et à la création de rapports sans faille.
- Les utilisateurs apprécient l' **intégration transparente d'Excel** de Vena, améliorant la facilité d'utilisation et la gestion efficace de la FP&A.
- Les utilisateurs apprécient Vena pour sa **source unique de vérité** et sa flexibilité dans les processus de budgétisation, de prévision et de reporting.
- Les utilisateurs apprécient l' **interface utilisateur intuitive** de Vena, rendant la gestion financière simple et rassurante pour toutes les parties prenantes.
- Les utilisateurs louent Vena pour ses **capacités de reporting efficaces** , rationalisant la planification financière et améliorant considérablement l'analyse des données.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** de Vena difficile au début, mais le soutien aide à faciliter le processus.
- Les utilisateurs trouvent la **, surtout lorsqu'ils configurent des modèles et naviguent dans des processus avancés.**
- Les utilisateurs trouvent la **courbe d'apprentissage abrupte** de Vena difficile, surtout lors de la configuration initiale et des processus avancés.
- Les utilisateurs trouvent la **courbe d'apprentissage difficile** de Vena difficile au début, nécessitant souvent du temps et du soutien pour surmonter.
- Les utilisateurs rencontrent des **temps de chargement lents** avec Vena, surtout avec de grands ensembles de données et des modèles standard, ce qui affecte l'efficacité.

#### What Are Recent G2 Reviews of Vena?

**["Révolutionné la budgétisation et le reporting avec Vena"](https://www.g2.com/fr/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

[Read full review](https://www.g2.com/fr/survey_responses/vena-review-12854573)

**["Solution sans fin pour les professionnels de la finance"](https://www.g2.com/fr/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

[Read full review](https://www.g2.com/fr/survey_responses/vena-review-9663699)

### [Workday Adaptive Planning](https://www.g2.com/fr/products/workday-adaptive-planning/reviews)

Workday Adaptive Planning offre aux responsables financiers et commerciaux une intelligence décisionnelle illimitée grâce à une planification, une prévision et un reporting alimentés par l'IA. La plateforme connecte des données en direct provenant de toute combinaison de systèmes ERP, RH, CRM, opérationnels et de plateformes de données cloud—qu'ils fonctionnent ou non sur Workday—dans un modèle de planification unique, permettant ainsi aux organisations de voir l'impact des décisions sur l'ensemble de l'entreprise avant de s'engager. La technologie brevetée Elastic Hypercube Technology (EHT) alimente un moteur en mémoire haute performance qui calcule des scénarios complexes et multidimensionnels en temps réel, tandis que l'agent de planification transforme ces modèles en explications et recommandations en langage clair, le tout dans un cadre d'IA responsable, une approche de rétention zéro et une sécurité de niveau entreprise.

**Average Rating:** 4.3/5.0

**Total Reviews:** 382

#### How Do G2 Users Rate Workday Adaptive Planning?

- **the product a-t-il été un bon partenaire commercial?:** 8.5/10 (Category avg: 9.2/10)
- **Ajustements:** 8.1/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.5/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Workday Adaptive Planning?

- **Vendeur:** [Workday](https://www.g2.com/fr/sellers/workday)
- **Site Web de l'entreprise:** www.workday.com
- **Année de fondation:** 2005
- **Emplacement du siège social:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier, Analyste Financier Senior
- **Top Industries:** Logiciels informatiques, Technologie de l'information et services
- **Company Size:** 56% Medium, 32% Large

#### What Do G2 Reviewers Say About Workday Adaptive Planning?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Workday Adaptive Planning, ce qui améliore les activités quotidiennes et la collaboration en équipe.
- Les utilisateurs apprécient l' **efficacité** de Workday Adaptive Planning, rendant les flux de travail plus rapides, plus précis et plus faciles à mettre à l'échelle.
- Les utilisateurs apprécient **l'intégration de la planification financière et de la planification des effectifs** dans Workday Adaptive Planning, ce qui améliore la collaboration et la prise de décision.
- Les utilisateurs apprécient l' **interface flexible et conviviale** de Workday Adaptive Planning, améliorant l'évolutivité et la collaboration entre les équipes.
- Les utilisateurs apprécient la **structure, la flexibilité et la transparence** offertes par Workday Adaptive Planning pour la planification financière et les prévisions.

##### Cons

- Les utilisateurs trouvent que la **complexité des configurations et des intégrations** dans Workday Adaptive Planning peut entraver le bon fonctionnement, surtout pour les nouveaux venus.
- Les utilisateurs trouvent le **processus de configuration et d'intégration complexe** , rendant la saisie de données et la personnalisation lourdes et chronophages.
- Les utilisateurs trouvent le **processus d'intégration et de configuration difficile** , ce qui entraîne une courbe d'apprentissage abrupte et des défis en matière de gestion des données.
- Les utilisateurs remarquent la **courbe d'apprentissage abrupte** avec Workday Adaptive Planning, ce qui affecte l'efficacité initiale et la confiance dans l'utilisation.
- Les utilisateurs trouvent que la **personnalisation difficile** dans Workday Adaptive Planning est chronophage et complexe, surtout pour des besoins uniques.

#### What Are Recent G2 Reviews of Workday Adaptive Planning?

**["Rapports financiers simplifiés avec une puissante intégration Excel"](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13172416)**

**Rating:** 4.0/5.0 stars

_— Robert D._

[Read full review](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13172416)

**["Outil EPM complet avec une courbe d'apprentissage"](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

[Read full review](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13181461)

#### What Are G2 Users Discussing About Workday Adaptive Planning?

- [À quoi sert Workday Adaptive Planning ?](https://www.g2.com/fr/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes
- [Workday fait-il de la planification de la main-d'œuvre ?](https://www.g2.com/fr/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote

### [IBM Planning Analytics](https://www.g2.com/fr/products/ibm-planning-analytics/reviews)

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations.

**Average Rating:** 4.4/5.0

**Total Reviews:** 222

#### How Do G2 Users Rate IBM Planning Analytics?

- **the product a-t-il été un bon partenaire commercial?:** 8.3/10 (Category avg: 9.2/10)
- **Ajustements:** 9.1/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind IBM Planning Analytics?

- **Vendeur:** [IBM](https://www.g2.com/fr/sellers/ibm)
- **Site Web de l'entreprise:** www.ibm.com
- **Année de fondation:** 1911
- **Emplacement du siège social:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier
- **Top Industries:** Technologie de l'information et services, Services financiers
- **Company Size:** 51% Large, 36% Medium

#### What Do G2 Reviewers Say About IBM Planning Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs soulignent l' **efficacité améliorée** d'IBM Planning Analytics, rationalisant l'analyse des données et minimisant les tâches manuelles.
- Les utilisateurs apprécient l' **efficacité de la planification** d'IBM Planning Analytics, améliorant la gestion des données et simplifiant les processus de budgétisation.
- Les utilisateurs apprécient les **puissantes fonctionnalités de visualisation de données** qui simplifient l'analyse de données complexes pour des décisions financières éclairées.
- Les utilisateurs apprécient la **précision des prévisions** d'IBM Planning Analytics, leur permettant de prendre des décisions basées sur les données de manière efficace.
- Les utilisateurs apprécient l' **interface conviviale** d'IBM Planning Analytics, permettant une modélisation efficace et une analyse de données en temps réel.

##### Cons

- Les utilisateurs trouvent la **, surtout avec l'interface complexe et la configuration initiale d'IBM Planning Analytics.**
- Les utilisateurs rencontrent une **difficulté d'apprentissage difficile** avec IBM Planning Analytics, en particulier lors de la configuration initiale et de l'intégration.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec IBM Planning Analytics, le trouvant souvent complexe et peu intuitif pour les nouveaux utilisateurs.
- Les utilisateurs trouvent la **complexité** d'IBM Planning Analytics difficile, en particulier lors de la configuration initiale et de la navigation pour les nouveaux venus.
- Les utilisateurs trouvent la **courbe d'apprentissage difficile** difficile, surtout pour les nouveaux utilisateurs naviguant dans des fonctionnalités et des flux de travail complexes.

#### What Are Recent G2 Reviews of IBM Planning Analytics?

**["Planification et prévision puissantes avec des mises à jour rapides et une intégration fluide avec Excel"](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12648783)**

**Rating:** 4.5/5.0 stars

_— Himanshu J._

[Read full review](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12648783)

**["Robuste, efficace mais complexe pour les nouveaux utilisateurs"](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12802559)**

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

[Read full review](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12802559)

#### What Are G2 Users Discussing About IBM Planning Analytics?

- [À quoi sert IBM Planning Analytics avec Watson ?](https://www.g2.com/fr/discussions/what-is-ibm-planning-analytics-with-watson-used-for)
- [How do you upgrade planning analytics workspace?](https://www.g2.com/fr/discussions/how-do-you-upgrade-planning-analytics-workspace)
- [What is planning analytics for Excel?](https://www.g2.com/fr/discussions/what-is-planning-analytics-for-excel)
- [What is IBM planning analytics workspace?](https://www.g2.com/fr/discussions/what-is-ibm-planning-analytics-workspace)
- [How do I use IBM Planning Analytics?](https://www.g2.com/fr/discussions/how-do-i-use-ibm-planning-analytics)

### [Planful](https://www.g2.com/fr/products/planful/reviews)

Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform.

**Average Rating:** 4.3/5.0

**Total Reviews:** 497

#### How Do G2 Users Rate Planful?

- **the product a-t-il été un bon partenaire commercial?:** 8.8/10 (Category avg: 9.2/10)
- **Ajustements:** 8.1/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.4/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planful?

- **Vendeur:** [Planful](https://www.g2.com/fr/sellers/planful)
- **Site Web de l'entreprise:** www.planful.com
- **Année de fondation:** 2000
- **Emplacement du siège social:** San Francisco, CA
- **Twitter:** @Planful  
7,546 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
558 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier, Analyste Financier Senior
- **Top Industries:** Logiciels informatiques, Soins hospitaliers et de santé
- **Company Size:** 48% Medium, 45% Large

#### What Do G2 Reviewers Say About Planful?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs louent la **facilité d'utilisation** de Planful, soulignant son design intuitif et sa dépendance minimale au support informatique.
- Les utilisateurs apprécient les **capacités de reporting rationalisées** de Planful, améliorant l'efficacité et permettant une analyse stratégique.
- Les utilisateurs apprécient l' **efficacité de la génération de rapports simplifiée** de Planful, ce qui améliore la concentration sur l'analyse stratégique et l'efficacité opérationnelle.
- Les utilisateurs apprécient les **capacités d'automatisation** de Planful, rationalisant la gestion des données et améliorant l'efficacité de l'analyse financière.
- Les utilisateurs apprécient Planful pour sa **gestion centralisée des données** et sa facilité d'utilisation, améliorant l'intégration et la collaboration en équipe.

##### Cons

- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Planful, rendant la mise en œuvre initiale et la compréhension assez difficiles.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Planful, ce qui complique la configuration initiale et la compréhension pour les nouveaux adoptants.
- Les utilisateurs notent un manque de **fonctionnalités de reporting et de tableau de bord** , ce qui entrave leur capacité à gérer efficacement le stockage et l'accès aux données.
- Les utilisateurs trouvent que Planful n'est **pas intuitif** , luttant avec sa configuration complexe et sa courbe d'apprentissage abrupte.
- Les utilisateurs notent un besoin d' **améliorations dans les modules de planification** et d'une documentation plus claire pour améliorer l'expérience globale.

#### What Are Recent G2 Reviews of Planful?

**["Prévisions puissantes et données en direct Excel qui économisent des heures"](https://www.g2.com/fr/survey_responses/planful-review-13159111)**

**Rating:** 4.5/5.0 stars

_— Utilisateur vérifié à Loisirs, voyages et tourisme_

[Read full review](https://www.g2.com/fr/survey_responses/planful-review-13159111)

**["Budgétisation sans effort avec un soutien exceptionnel"](https://www.g2.com/fr/survey_responses/planful-review-12981881)**

**Rating:** 4.5/5.0 stars

_— Karthik S._

[Read full review](https://www.g2.com/fr/survey_responses/planful-review-12981881)

#### What Are G2 Users Discussing About Planful?

- [What is Planful used for?](https://www.g2.com/fr/discussions/what-is-planful-used-for)

### [Martus](https://www.g2.com/products/martus/reviews)

Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks.

**Average Rating:** 4.7/5.0

**Total Reviews:** 99

#### How Do G2 Users Rate Martus?

- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.7/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Martus?

- **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions)
- **Company Website:** www.martussolutions.com
- **Year Founded:** 2008
- **HQ Location:** Greenville, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website)  
46 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Non-Profit Organization Management, Religious Institutions
- **Company Size:** 50% Medium, 31% Small

#### What Do G2 Reviewers Say About Martus?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems.
- Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency.
- Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency.
- Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers.
- Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports.

##### Cons

- Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively.
- Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system.
- Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools.
- Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive.
- Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features.

#### What Are Recent G2 Reviews of Martus?

**["Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access"](https://www.g2.com/survey_responses/martus-review-13051917)**

**Rating:** 5.0/5.0 stars

_— Stephanie S._

[Read full review](https://www.g2.com/survey_responses/martus-review-13051917)

**["Smooth accounting integration with easy reports, Excel exports, and great value"](https://www.g2.com/survey_responses/martus-review-13150999)**

**Rating:** 5.0/5.0 stars

_— Gabe R._

[Read full review](https://www.g2.com/survey_responses/martus-review-13150999)

#### What Are G2 Users Discussing About Martus?

- [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for)

### [Aleph](https://www.g2.com/fr/products/getaleph/reviews)

Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights.

**Average Rating:** 4.9/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Aleph?

- **the product a-t-il été un bon partenaire commercial?:** 9.9/10 (Category avg: 9.2/10)
- **Ajustements:** 8.8/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 9.2/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Aleph?

- **Vendeur:** [Aleph](https://www.g2.com/fr/sellers/aleph)
- **Site Web de l'entreprise:** www.getaleph.com
- **Année de fondation:** 2020
- **Emplacement du siège social:** New York, US
- **Twitter:** @getaleph  
698 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website)  
96 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste Financier Senior, Responsable financier
- **Top Industries:** Logiciels informatiques, Services financiers
- **Company Size:** 82% Medium, 9% Small

#### What Do G2 Reviewers Say About Aleph?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent Aleph **intuitif et convivial** , s'intégrant sans effort avec les outils existants et rationalisant la consolidation des données.
- Les utilisateurs trouvent l' **aisance d'implémentation** d'Aleph impressionnante, s'intégrant parfaitement aux systèmes existants et nécessitant un temps de configuration minimal.
- Les utilisateurs louent le **excellent support client** d'Aleph, fournissant constamment une assistance rapide et efficace.
- Les utilisateurs trouvent l' **aisance d'implémentation** d'Aleph exceptionnelle, permettant une intégration rapide sans engagement intensif de ressources.
- Les utilisateurs adorent l' **intégration Excel** d'Aleph, permettant une mise en œuvre rapide et une gestion des données fluide sans lourdes retouches.

##### Cons

- Les utilisateurs remarquent les **fonctionnalités manquantes** dans Aleph, notamment en ce qui concerne les capacités de personnalisation et de planification pour les besoins d'évolutivité.
- Les utilisateurs rencontrent une **performance lente** avec des tableaux de bord complexes et des temps de rafraîchissement de données prolongés, ce qui impacte l'efficacité de leur flux de travail.
- Les utilisateurs rencontrent **des dysfonctionnements et des bogues** avec Aleph, provoquant des perturbations et un besoin de connexions fréquentes pour rétablir la fonctionnalité.
- Les utilisateurs rencontrent des **problèmes d'intégration d'Excel** avec Aleph, notant une performance plus lente et des difficultés de compatibilité avec Google Sheets.
- Les utilisateurs rencontrent des **problèmes de rafraîchissement** frustrants dans Aleph, avec des retards impactant l'extraction des données et la fonctionnalité globale.

#### What Are Recent G2 Reviews of Aleph?

**["Analyse financière, budgétisation et prévisions simplifiées"](https://www.g2.com/fr/survey_responses/aleph-review-13188949)**

**Rating:** 5.0/5.0 stars

_— Mark L._

[Read full review](https://www.g2.com/fr/survey_responses/aleph-review-13188949)

**["Planification financière simplifiée avec des fonctionnalités d'IA robustes"](https://www.g2.com/fr/survey_responses/aleph-review-13178690)**

**Rating:** 5.0/5.0 stars

_— Mike J._

[Read full review](https://www.g2.com/fr/survey_responses/aleph-review-13178690)

### [LiveFlow](https://www.g2.com/products/liveflow/reviews)

LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams.

**Average Rating:** 4.9/5.0

**Total Reviews:** 332

#### How Do G2 Users Rate LiveFlow?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 8.8/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10)
- **Variance Analysis:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind LiveFlow?

- **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow)
- **Company Website:** www.liveflow.com
- **Year Founded:** 2021
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website)  
62 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accounting Manager, CEO
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 75% Small, 20% Medium

#### What Do G2 Reviewers Say About LiveFlow?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets.
- Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates.
- Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly.
- Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports.
- Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities.

##### Cons

- Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow.
- Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons.
- Users desire more **customization options** for reports and dashboards, finding current limitations frustrating.
- Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates.
- Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment.

#### What Are Recent G2 Reviews of LiveFlow?

**["Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-11110255)**

**Rating:** 4.5/5.0 stars

_— Zaid N._

[Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255)

**["Real-Time Data Sync Revolutionizes Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-12166608)**

**Rating:** 5.0/5.0 stars

_— Jessica E._

[Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608)

#### What Are G2 Users Discussing About LiveFlow?

- [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for)

### [OneStream - Unified EPM](https://www.g2.com/fr/products/onestream-unified-epm/reviews)

OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

#### How Do G2 Users Rate OneStream - Unified EPM?

- **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Ajustements:** 8.6/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.7/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind OneStream - Unified EPM?

- **Vendeur:** [OneStream Software](https://www.g2.com/fr/sellers/onestream-software)
- **Site Web de l'entreprise:** www.onestream.com
- **Emplacement du siège social:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,690 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Fabrication, Services financiers
- **Company Size:** 63% Large, 28% Medium

#### What Do G2 Reviewers Say About OneStream - Unified EPM?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent que la **facilité d'utilisation** de OneStream est inestimable, améliorant l'efficacité et la confiance dans la gestion des données financières.
- Les utilisateurs apprécient la **plateforme unifiée pour les données financières** , rationalisant la communication et la consolidation pour un reporting sans faille.
- Les utilisateurs apprécient la **flexibilité** de OneStream, permettant des solutions sur mesure qui répondent aux besoins divers des organisations.
- Les utilisateurs apprécient les **capacités de reporting en temps réel** de OneStream, améliorant leur prise de décision grâce à des informations instantanées.
- Les utilisateurs apprécient la **plateforme unique** qui intègre la consolidation, la planification et le reporting pour une gestion financière fluide.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** de OneStream significative, recommandant souvent une formation pour une meilleure compréhension et utilisation.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec OneStream, nécessitant une formation approfondie pour une utilisation et une adoption efficaces.
- Les utilisateurs trouvent que la **, recommandant une formation en raison de l'interface intimidante et non intuitive pour les nouveaux utilisateurs.**
- Les utilisateurs trouvent la **complexité** de OneStream difficile, surtout avec la création de tableaux de bord et l'écriture de règles métier sans connaissances préalables.
- Les utilisateurs trouvent que les **limitations du tableau de bord** entravent les performances, rendant son utilisation efficace difficile dès le départ.

#### What Are Recent G2 Reviews of OneStream - Unified EPM?

**["VP adjoint, Ingénierie"](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

[Read full review](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-12716812)

**["Revue de OneStream"](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-7860983)**

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-7860983)

#### What Are G2 Users Discussing About OneStream - Unified EPM?

- [What does OneStream XF stand for?](https://www.g2.com/fr/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [Qu'est-ce que le complément Excel OneStream ?](https://www.g2.com/fr/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/fr/discussions/is-onestream-an-erp) - 2 comments
- [Quel type de système est OneStream ?](https://www.g2.com/fr/discussions/what-type-of-system-is-onestream) - 2 comments

### [Workiva](https://www.g2.com/products/workiva-workiva/reviews)

Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,131

#### How Do G2 Users Rate Workiva?

- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Adjustments:** 8.2/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.1/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Workiva?

- **Seller:** [Workiva](https://www.g2.com/sellers/workiva)
- **Company Website:** www.workiva.com
- **Year Founded:** 2008
- **HQ Location:** Ames, Iowa
- **Twitter:** @Workiva  
5,277 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,300 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Reporting Manager, Senior Accountant
- **Top Industries:** Accounting, Financial Services
- **Company Size:** 57% Large, 28% Medium

#### What Do G2 Reviewers Say About Workiva?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly.
- Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth.
- Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency.
- Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams.
- Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient.

##### Cons

- Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals.
- Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time.
- Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules.
- Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel.
- Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development.

#### What Are Recent G2 Reviews of Workiva?

**["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)**

**Rating:** 4.5/5.0 stars

_— Michelle L._

[Read full review](https://www.g2.com/survey_responses/workiva-review-12603376)

**["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)**

**Rating:** 4.0/5.0 stars

_— Chad B._

[Read full review](https://www.g2.com/survey_responses/workiva-review-4678942)

### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews)

Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly.

**Average Rating:** 4.6/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate Intuit Enterprise Suite?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Intuit Enterprise Suite?

- **Seller:** [Intuit](https://www.g2.com/sellers/intuit)
- **Company Website:** www.intuit.com
- **Year Founded:** 1983
- **HQ Location:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Construction
- **Company Size:** 68% Small, 29% Medium

#### What Do G2 Reviewers Say About Intuit Enterprise Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive and user-friendly design** of Intuit Enterprise Suite, simplifying financial management and reporting.
- Users appreciate the **efficiency** of Intuit Enterprise Suite, noting it simplifies financial management and reporting significantly.
- Users value the **easy access** provided by Intuit Enterprise Suite, enhancing workflow and saving significant time.
- Users enjoy the **easy management** of Intuit Enterprise Suite, enhancing workflow efficiency and organization across multiple entities.
- Users value the **feature-rich nature** of Intuit Enterprise Suite, enhancing financial management and operational efficiency effectively.

##### Cons

- Users often experience **slow loading times** for reports, which can hinder their overall efficiency with Intuit Enterprise Suite.
- Users find the **complex features** sometimes overwhelming, especially when needing to perform simple tasks.
- Users find the **complex usability** overwhelming at times, especially for simple tasks and slow report loading.
- Users find the **overwhelming array of features** can complicate simple tasks and slow down report loading times.
- Users are frustrated by the **complicated merge process** when using multiple classes, leading to delays and inefficiencies.

#### What Are Recent G2 Reviews of Intuit Enterprise Suite?

**["Robust Accounting with Minor Improvements Needed"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178968)**

**Rating:** 4.5/5.0 stars

_— RD H._

[Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178968)

**["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)**

**Rating:** 4.5/5.0 stars

_— Elaine S._

[Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)

### [Velixo](https://www.g2.com/fr/products/velixo/reviews)

Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations.

**Average Rating:** 4.7/5.0

**Total Reviews:** 256

#### How Do G2 Users Rate Velixo?

- **the product a-t-il été un bon partenaire commercial?:** 9.4/10 (Category avg: 9.2/10)
- **Ajustements:** 7.3/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 7.3/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 7.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Velixo?

- **Vendeur:** [Velixo](https://www.g2.com/fr/sellers/velixo)
- **Site Web de l'entreprise:** www.velixo.com
- **Année de fondation:** 2017
- **Emplacement du siège social:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur, Directeur financier
- **Top Industries:** Construction, Comptabilité
- **Company Size:** 61% Medium, 28% Small

#### What Do G2 Reviewers Say About Velixo?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Velixo, car il s'intègre parfaitement avec Excel, qu'ils connaissent bien, pour un reporting efficace.
- Les utilisateurs apprécient l' **intégration transparente d'Excel** de Velixo, permettant un accès en temps réel aux données et une gestion efficace des rapports.
- Les utilisateurs apprécient l' **efficacité des rapports** de Velixo, profitant d'une gestion de données simplifiée et d'analyses en temps réel dans Excel.
- Les utilisateurs apprécient la **fonctionnalité Excel** de Velixo, profitant d'une intégration transparente et d'un accès en temps réel aux données pour un reporting efficace.
- Les utilisateurs apprécient les **capacités d'économie de temps** de Velixo, réduisant considérablement les tâches de génération de rapports et de mise à jour des données.

##### Cons

- Les utilisateurs rencontrent des **problèmes d'intégration avec Excel** , ce qui rend difficile la connexion et l'utilisation efficace de Velixo.
- Les utilisateurs notent une **difficile, surtout pour ceux qui ne sont pas familiers avec Excel ou les systèmes ERP.**
- Les utilisateurs trouvent que la **complexité des formules** dans Velixo est un défi, rendant la création de rapports plus difficile que nécessaire.
- Les utilisateurs signalent des **problèmes de rafraîchissement** avec Velixo, notant des temps d'attente plus longs et des erreurs techniques occasionnelles affectant l'utilisabilité.
- Les utilisateurs rencontrent une **performance lente** avec Velixo, surtout lorsque plusieurs utilisateurs accèdent aux données simultanément, ce qui affecte l'efficacité.

#### What Are Recent G2 Reviews of Velixo?

**["Rapports Acumatica en temps réel dans Excel avec une puissante fonction de retour d'écriture"](https://www.g2.com/fr/survey_responses/velixo-review-13204034)**

**Rating:** 4.5/5.0 stars

_— Kimberly S._

[Read full review](https://www.g2.com/fr/survey_responses/velixo-review-13204034)

**["Budgétisation simplifiée et analyse des données"](https://www.g2.com/fr/survey_responses/velixo-review-11544025)**

**Rating:** 5.0/5.0 stars

_— Kelly M._

[Read full review](https://www.g2.com/fr/survey_responses/velixo-review-11544025)

#### What Are G2 Users Discussing About Velixo?

- [À quoi sert Velixo ?](https://www.g2.com/fr/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote

### [Fathom](https://www.g2.com/fr/products/fathom/reviews)

Fathom fournit une suite d'outils d'analyse approfondie et de métriques qui vous aident à voir exactement comment votre entreprise se porte. Ces outils et métriques aident à évaluer la rentabilité, le flux de trésorerie, la croissance et d'autres indicateurs clés de performance (KPI). Fathom s'intègre parfaitement avec Xero, QuickBooks Online/Desktop, Sage et MYOB ; ou importez des données via Excel et Google Sheets. Créez de beaux rapports et tableaux de bord : Que ce soit pour présenter à un client, faire un rapport aux investisseurs ou mettre à jour votre équipe de direction, vous serez toujours prêt avec Fathom. Planifiez en toute confiance avec la prévision de flux de trésorerie : Fathom combine la planification d'entreprise avec un logiciel de prévision de flux de trésorerie à trois voies puissamment simple. Rapports consolidés... simplifiés : Fathom vous permet de regrouper vos entreprises liées pour créer des rapports consolidés pour une organisation. En plus de faire des rapports pour une entreprise individuelle, vous pouvez facilement suivre et surveiller la performance d'un groupe auquel une entreprise appartient. Étalonnage instantané : Fathom vous aide à comparer, classer et évaluer facilement vos entreprises, clients ou franchisés. Obtenez une vue claire avec le tableau de bord Insights : Si vous gérez un portefeuille de clients ou plusieurs entités commerciales, le tableau de bord Insights comprend des métriques financières clés pour vous aider à surveiller la performance et à repérer les opportunités en un coup d'œil.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Fathom?

- **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 9.2/10)
- **Ajustements:** 8.6/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 7.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fathom?

- **Vendeur:** [Fathom Applications](https://www.g2.com/fr/sellers/fathom-applications)
- **Site Web de l'entreprise:** www.fathomhq.com
- **Année de fondation:** 2010
- **Emplacement du siège social:** Brisbane, QLD
- **Twitter:** @fathomhq  
7,396 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website)  
70 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur Financier
- **Top Industries:** Comptabilité, Technologie de l'information et services
- **Company Size:** 58% Small, 33% Medium

#### What Do G2 Reviewers Say About Fathom?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs adorent les **fonctionnalités intuitives et flexibles** de Fathom, améliorant la clarté des rapports et la compréhension opérationnelle.
- Les utilisateurs trouvent Fathom **intuitif et puissant** , permettant une planification financière sans effort et des processus de reporting rationalisés.
- Les utilisateurs apprécient les **capacités de reporting polyvalentes** de Fathom, améliorant la clarté et l'efficacité de leurs analyses financières.
- Les utilisateurs apprécient le **support client rapide et utile** de Fathom, ce qui améliore leur expérience globale avec le produit.
- Les utilisateurs louent Fathom pour son **efficacité en matière de rapports** , permettant de prendre des décisions précises grâce à des rapports visuellement attrayants et flexibles.

##### Cons

- Les utilisateurs trouvent des **fonctionnalités manquantes** dans Fathom, notamment des difficultés avec les téléchargements de budget et l'absence d'intégration de KPI personnalisés.
- Les utilisateurs ont des difficultés avec les **problèmes de téléchargement** , trouvant le format Excel encombrant et l'automatisation insuffisante pour la gestion du budget.
- Les utilisateurs trouvent **la personnalisation difficile** dans Fathom, souhaitant plus de flexibilité dans les options de rapport et de présentation des données.
- Les utilisateurs trouvent que les **problèmes d'importation** sont frustrants, car les téléchargements de données sans faille et la budgétisation peuvent être fastidieux et sujets aux erreurs.
- Les utilisateurs estiment que Fathom a besoin **d'améliorations en termes de clarté de structure et de représentation graphique** pour un meilleur rapport et une meilleure expérience utilisateur.

#### What Are Recent G2 Reviews of Fathom?

**["Rapports sans effort avec une clarté éblouissante"](https://www.g2.com/fr/survey_responses/fathom-review-13092549)**

**Rating:** 5.0/5.0 stars

_— Kara T._

[Read full review](https://www.g2.com/fr/survey_responses/fathom-review-13092549)

**["Intégration facile de QuickBooks avec des rapports exceptionnels et un suivi des indicateurs clés de performance (KPI)"](https://www.g2.com/fr/survey_responses/fathom-review-12952998)**

**Rating:** 5.0/5.0 stars

_— Nancy L._

[Read full review](https://www.g2.com/fr/survey_responses/fathom-review-12952998)

### [Pigment](https://www.g2.com/fr/products/pigment-2024-01-19/reviews)

Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **the product a-t-il été un bon partenaire commercial?:** 9.6/10 (Category avg: 9.2/10)
- **Ajustements:** 8.9/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.7/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Pigment?

- **Vendeur:** [Pigment](https://www.g2.com/fr/sellers/pigment)
- **Site Web de l'entreprise:** www.pigment.com
- **Année de fondation:** 2019
- **Emplacement du siège social:** Paris, FR
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website)  
711 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable FP&A
- **Top Industries:** Logiciels informatiques, Services financiers
- **Company Size:** 73% Medium, 20% Large

#### What Do G2 Reviewers Say About Pigment?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **flexibilité** de Pigment, permettant des modèles sur mesure qui s'adaptent à l'évolution des besoins de l'entreprise.
- Les utilisateurs apprécient la **flexibilité et la multidimensionnalité** de Pigment, permettant une modélisation efficace et un reporting en temps réel.
- Les utilisateurs apprécient le **support client rapide et efficace** de Pigment, qui aide à résoudre les problèmes rapidement.
- Les utilisateurs apprécient la **facilité d'utilisation** de Pigment, trouvant son interface intuitive et le support facilement disponible.
- Les utilisateurs apprécient l' **automatisation fluide** de Pigment, permettant une gestion efficace des données et une intégration rapide à travers diverses entités.

##### Cons

- Les utilisateurs rencontrent des défis avec **l'inexactitude des données** en raison de jeux de données incomplets et de la disponibilité manuelle qui entrave l'efficacité des rapports.
- Les utilisateurs trouvent les **formules complexes** , ce qui entraîne des défis avec les calculs et la gestion des API dans Pigment.
- Les utilisateurs trouvent que la **configuration complexe** de Pigment est rigide et souhaitent des options de gestion d'API plus simples.
- Les utilisateurs rencontrent souvent des **problèmes de connectivité** avec Pigment, surtout lorsqu'ils travaillent avec de grands volumes de données.
- Les utilisateurs trouvent les **limitations de la formule** difficiles, ce qui entraîne une complexité dans les calculs et des prévisions plus lentes.

#### What Are Recent G2 Reviews of Pigment?

**["Power Pivot sous stéroïdes—Planification intuitive et moderne avec collaboration en temps réel"](https://www.g2.com/fr/survey_responses/pigment-review-12511185)**

**Rating:** 5.0/5.0 stars

_— Maria M._

[Read full review](https://www.g2.com/fr/survey_responses/pigment-review-12511185)

**["Tableaux de bord faciles à utiliser, visuellement clairs avec un filtrage puissant"](https://www.g2.com/fr/survey_responses/pigment-review-12723711)**

**Rating:** 4.5/5.0 stars

_— Gowtham R._

[Read full review](https://www.g2.com/fr/survey_responses/pigment-review-12723711)

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[Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated June 24, 2026

Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance.

These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis.

Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy.

To qualify for inclusion in the Budgeting and Forecasting category, a product must:

- Create and manage organizational, project-based, or operational budgets
- Allow users to create and manage multiple budget and forecast versions
- Generate financial forecasts using historical, operational, or user-defined planning data
- Compare budgeted or forecasted results against actual financial health
- Consolidate budgets and forecasts across multiple departments, business units, projects, or entities
- Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes
- Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards

Top Tools at a Glance

| 

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Excel-native multi-source budgeting and consolidation

 | 

User Review

"Seamless, Faultless Reporting That Makes Work Easier"

 |
| 

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Cross-functional connected budgeting and scenario forecasting

 | 

User Review

"Real-Time, Flexible Modeling That Speeds Up Decision-Making"

 |
| 

 | 

Excel-native FP&A with centralized version control

 | 

User Review

"Revolutionized Budgeting and Reporting with Vena"

 |
| 

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Multidimensional budgeting with in-memory scenario modeling

 | 

User Review

"Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"

 |
| 

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Excel-to-centralized budgeting and consolidation workflows

 | 

User Review

"Powerful Forecasting and Excel Live Data That Saves Hours"

 |
| 

 | 

Collaborative department budgeting with Sage Intacct integration

 | 

User Review

"Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access"

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| 

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Spreadsheet-native FP&A with multi-source actuals sync

 | 

User Review

"Financial Analysis, Budgeting, and Forecasting Made Easy"

 |
| 

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QuickBooks-native budget-vs-actuals with live spreadsheet sync

 | 

User Review

"Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"

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| 

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Multi-source consolidation with unified budgeting and forecasting

 | 

User Review

"AVP, Engineering"

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* * *

Show More

### Budgeting and Forecasting Topics

- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### Budgeting and Forecasting Topics
Expand/Collapse ](#)
- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More About Budgeting and Forecasting Software

### **Budgeting and Forecasting Software Buying Insights at a Glance**

[Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation.

As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows.

Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured.

The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation.

Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs. 

Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows.

Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements.

**Top 5 FAQs from budgeting and forecasting software buyers**

- How do budgeting and forecasting systems improve financial planning accuracy?
- What features should teams evaluate when choosing the best budgeting and forecasting software?
- How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)?
- What level of automation do budgeting and planning software solutions offer for reporting?
- How scalable is budgeting and forecasting software for multi-entity organizations?

G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews).

### What are the top-reviewed budgeting and forecasting software on G2?

[Anaplan](https://www.g2.com/products/anaplan/reviews)

- Number of Reviews: 283
- Satisfaction Score: 98
- Market Presence Score: 85
- G2 Score: 92

[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

- Number of Reviews: 85
- Satisfaction Score: 69
- Market Presence Score: 99
- G2 Score: 84

[Vena](https://www.g2.com/products/vena/reviews)

- Number of Reviews: 297
- Satisfaction Score: 87
- Market Presence Score: 70
- G2 Score: 78

[Planful](https://www.g2.com/products/planful/reviews)

- Number of Reviews: 292
- Satisfaction Score: 84
- Market Presence Score: 68
- G2 Score: 76

[Workiva](https://www.g2.com/products/workiva-workiva/reviews)

- Number of Reviews: 120
- Satisfaction Score: 82
- Market Presence Score: 66
- G2 Score: 74

Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports))

Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports))

G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports))

Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies))

### What I Often See in Budgeting and Forecasting Software

#### Pros: What I See Users Consistently Appreciating

- **Excel-native architecture preserving familiar workflows while adding automation layers**

_“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._

_From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review

- **Real-time financial data consolidation, eliminating manual aggregation across systems**

_“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review

- **Customizable reporting frameworks adapting to company-specific KPIs and structures**

_“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _

_One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review

#### Cons: Where I See Many Platforms Falling Short

- **Steep learning curve requiring weeks of training for advanced modeling features**

_“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review

- **Performance degradation when processing large multi-year datasets or complex formulas**

_“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review

- **Reporting interface complexity demanding extensive configuration for custom dashboard builds**

_“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review

### My expert takeaway on budgeting and forecasting software in 2026

Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow.

Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift.

I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions.

Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction.

If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations.

### Budgeting and Forecasting Software FAQs

#### **What is the best budgeting and forecasting software for enterprises?**

Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations.
- [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows.

#### **Which budgeting software integrates with ERP systems?**

ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews).
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting.

#### **Which budgeting platform provides real-time variance reporting?**

Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration.

#### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?**

Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration.
- [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities.
- [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios.

#### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?**

Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models.

#### **What is the best budgeting and forecasting software for small businesses?**

Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses.

### Most Popular FAQs

#### What is budgeting and forecasting software?

Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles.

#### Which budgeting and forecasting software has the best reviews?

The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments.
- [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product.
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point.

#### What is the difference between budgeting and forecasting?

Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it.

#### Which budgeting platform provides real-time variance reporting?

Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2.

- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close.
- [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry.
- [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted.

#### Which budgeting software integrates with ERP systems?

ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools.
- [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities.
- [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator.

### Small Business FAQs

#### What is the most affordable budgeting and forecasting software for small businesses?

Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business).

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach.
- [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report.
- [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost.

#### What is the best budgeting and forecasting software for startups?

Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption.
- [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks.
- [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process.

#### Which budgeting and forecasting tool is the most user-friendly for small teams?

Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training.

- [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting.

#### What is the best budgeting software for non-profits and mission-driven organizations?

Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting.

- [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences.
- [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build.
- [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing.

#### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows?

The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation.

### Enterprise FAQs

#### What is the best-rated budgeting and forecasting software for tech enterprises?

Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise).

- [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments.

#### What is the most reliable budgeting and forecasting platform for enterprises?

Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles.

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously.
- [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities.
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator.

#### What is the best-reviewed budgeting and forecasting software for enterprise app integration?

ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models.
- [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor.

#### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale?

Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons.

- [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model.
- [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in.

#### What do enterprise buyers most commonly dislike about budgeting and forecasting software?

The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach.

### Sources

1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies)
2. [G2 Market Presence Score Overview](https://www.g2.com/reports)

Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Last updated on: April 23, 2026