# Top Free FP&A Software ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 276 ### Category Stats (Aug 2026) - **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month _Last updated: August 01, 2026_ ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,400+ Authentic Reviews - 276+ 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 FP&A Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682) Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Aleph. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph) **Sponsored** ### ClearPoint Strategy Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com. [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=215&secure%5Bchosen_at%5D=2026-08-04T16%3A51%3A23Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=27132&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%2Ffree%3Fopen_modal_url%3D%252Fproducts%252Fclockwork-ai%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffp-a-financial-planning-analysis%25252Ffree%2526source%253Dcategory&secure%5Btoken%5D=59e4184e2c8aa1822b29728efb390ac93aa190f9a672726975d62515d9a43496&secure%5Burl%5D=https%3A%2F%2Fwww.clearpointstrategy.com%2Fget-a-demo&secure%5Burl_type%5D=book_demo) ### [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? - **Rapports:** 8.1/10 (Category avg: 8.8/10) - **the product a-t-il été un bon partenaire commercial?:** 8.5/10 (Category avg: 9.2/10) - **Rapports personnalisés:** 7.9/10 (Category avg: 8.6/10) - **Planification étendue:** 8.0/10 (Category avg: 8.4/10) #### 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? **["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) **["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) #### 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 est une solution de planification intégrée alimentée par l'IA qui automatise vos processus de planification, de budgétisation et de prévision, permettant une analyse en temps réel sur une plateforme unique et régie. Éliminez les modèles manuels, identifiez les risques plus tôt et prenez des décisions qui maintiennent vos chiffres en avance sur les tendances. Conçu pour les leaders des finances et des opérations commerciales dans les domaines des finances, de la chaîne d'approvisionnement, des ressources humaines, du marketing, des ventes et au-delà, IBM Planning Analytics aide à éliminer les processus de planification inefficaces et sujets aux erreurs en connectant les plans financiers et opérationnels. Automatisez l'intégration des données, l'analyse et la collaboration pour une plus grande agilité à travers l'entreprise. Principales capacités : Planification intégrée : Connectez les plans financiers et opérationnels en utilisant une source de vérité régie sous une licence unique, unifiant les équipes et accélérant les cycles de planification. Suivi de la performance : Surveillez, analysez et communiquez la performance avec des tableaux de bord interactifs, des rapports personnalisés et une expérience de feuille de calcul native pour des informations fiables et en temps réel. Prévisions alimentées par l'IA : Améliorez la rapidité et la précision des prévisions avec une IA intégrée, permettant une modélisation de scénarios plus intelligente et des insights prédictifs. Prise de décision collaborative : Augmentez la participation et rationalisez les flux de travail en abaissant la barrière de compétence avec un assistant IA génératif, favorisant des décisions plus rapides et mieux informées. Apportez une planification d'entreprise collaborative et alimentée par l'IA à votre organisation à partir de 825 $/mois pour 5 utilisateurs. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 #### How Do G2 Users Rate IBM Planning Analytics? - **Rapports:** 8.9/10 (Category avg: 8.8/10) - **the product a-t-il été un bon partenaire commercial?:** 8.3/10 (Category avg: 9.2/10) - **Rapports personnalisés:** 8.5/10 (Category avg: 8.6/10) - **Planification étendue:** 9.1/10 (Category avg: 8.4/10) #### 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) ### [Aleph](https://www.g2.com/products/getaleph/reviews) 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. **Average Rating:** 4.9/5.0 **Total Reviews:** 108 #### How Do G2 Users Rate Aleph? - **Reporting:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.4/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Aleph? - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph 698 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website) 96 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Users find Aleph **intuitive and user-friendly** , effortlessly integrating with existing tools and streamlining data consolidation. - Users find Aleph's **ease of implementation** impressive, integrating seamlessly with existing systems and requiring minimal setup time. - Users commend the **excellent customer support** from Aleph, consistently providing prompt and effective assistance. - Users find Aleph's **implementation ease** exceptional, allowing quick integration without intensive resource commitment. - Users love the **Excel integration** of Aleph, enabling quick implementation and seamless data handling without heavy rework. ##### Cons - Users note the **missing features** in Aleph, particularly regarding customization and planning capabilities for scaling needs. - Users experience **slow performance** with complex dashboards and lengthy data refresh times, impacting their workflow efficiency. - Users face **glitches and bugs** with Aleph, causing disruptions and a need for frequent logins to restore functionality. - Users face **Excel integration issues** with Aleph, noting slower performance and struggles with Google Sheets compatibility. - Users experience frustrating **refresh issues** in Aleph, with delays impacting data extraction and overall functionality. #### What Are Recent G2 Reviews of Aleph? **["Streamlined Financial Planning with Robust AI Features"](https://www.g2.com/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13178690) **["Financial Analysis, Budgeting, and Forecasting Made Easy"](https://www.g2.com/survey_responses/aleph-review-13188949)** **Rating:** 5.0/5.0 stars _— Mark L._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13188949) ### [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 114 #### How Do G2 Users Rate Fathom? - **Reporting:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.6/10) - **Extended Planning:** 7.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Fathom? - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq 7,396 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 58% Small, 33% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. ##### Cons - Users find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. #### What Are Recent G2 Reviews of Fathom? **["Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking"](https://www.g2.com/survey_responses/fathom-review-12952998)** **Rating:** 5.0/5.0 stars _— Nancy L._ [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) **["Effortless Reporting with Stunning Clarity"](https://www.g2.com/survey_responses/fathom-review-13092549)** **Rating:** 5.0/5.0 stars _— Kara T._ [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) ### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 118 #### How Do G2 Users Rate Drivetrain? - **Reporting:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 9.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Drivetrain? - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI 55 Twitter followers - **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website) 97 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 84% Medium, 14% Small #### What Do G2 Reviewers Say About Drivetrain? _AI-generated summary from verified user reviews_ ##### Pros - Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights. - Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights. - Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly. - Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms. ##### Cons - Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming. - Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use. - Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master. - Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master. - Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality. #### What Are Recent G2 Reviews of Drivetrain? **["Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights"](https://www.g2.com/survey_responses/drivetrain-review-12273623)** **Rating:** 5.0/5.0 stars _— Jean-Thomas C._ [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) **["Intuitive Software with Best-in-Class Onboarding and Support"](https://www.g2.com/survey_responses/drivetrain-review-13171332)** **Rating:** 4.5/5.0 stars _— michell g._ [Read full review](https://www.g2.com/survey_responses/drivetrain-review-13171332) ### [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 #### How Do G2 Users Rate Prophix Software? - **Reporting:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prophix Software? - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix 1,990 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website) 572 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Medium, 37% Large #### What Do G2 Reviewers Say About Prophix Software? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. ##### Cons - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)** **Rating:** 5.0/5.0 stars _— James W._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) **["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)** **Rating:** 4.5/5.0 stars _— Corey H._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### [Coefficient](https://www.g2.com/fr/products/coefficient/reviews) Le coefficient est une nouvelle façon de travailler avec les données de votre entreprise de manière meilleure, plus rapide et plus précise sans jamais quitter votre feuille de calcul, en s'intégrant aux outils que vous utilisez déjà. Une fois installé, Coefficient vit comme un compagnon de barre latérale, de sorte que les données de votre entreprise ne sont qu'à quelques clics à tout moment. Toute source de données avec laquelle vous travaillez est disponible directement dans votre barre latérale Coefficient – telles que Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL et Looker – avec la possibilité de consolider vos données de plusieurs systèmes en une seule feuille de calcul. Utilisez les filtres Coefficient pour personnaliser facilement vos importations afin de ne travailler qu'avec les données dont vous avez besoin, en gardant vos feuilles de calcul performantes. Revenez rapidement à tout moment pour ajouter plus de données dans le même rapport. Ne reconstruisez jamais la même analyse deux fois en gardant vos données à jour avec des mises à jour programmées. Et, utilisez les alertes Coefficient pour déclencher des messages Slack ou email à chaque fois que votre feuille de calcul est mise à jour. Maintenant, vous pouvez transformer votre feuille de calcul en le système de surveillance le plus flexible et puissant pour toutes les données de votre entreprise. Dites « au revoir » aux flux de travail de données manuels et « bonjour » aux feuilles de calcul connectées. **Average Rating:** 4.7/5.0 **Total Reviews:** 195 #### How Do G2 Users Rate Coefficient? - **the product a-t-il été un bon partenaire commercial?:** 9.0/10 (Category avg: 9.2/10) - **Rapports personnalisés:** 10.0/10 (Category avg: 8.6/10) #### Who Is the Company Behind Coefficient? - **Vendeur:** [Coefficient](https://www.g2.com/fr/sellers/coefficient) - **Site Web de l'entreprise:** coefficient.io - **Année de fondation:** 2020 - **Emplacement du siège social:** Palo Alto, CA - **Twitter:** @coefficient\_io 346 abonnés Twitter - **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website) 71 employés sur LinkedIn® #### Who Uses This Product? - **Top Industries:** Logiciels informatiques, Technologie de l'information et services - **Company Size:** 46% Medium, 34% Small #### What Do G2 Reviewers Say About Coefficient? _AI-generated summary from verified user reviews_ ##### Pros - Les utilisateurs apprécient la **facilité d'utilisation** avec Coefficient, profitant d'une extraction de données fluide et d'une connectivité sans tracas. - Les utilisateurs adorent les **capacités d'automatisation** de Coefficient, qui simplifient l'intégration des données et économisent un temps considérable. - Les utilisateurs apprécient les **intégrations transparentes** de Coefficient, synchronisant sans effort les données entre Salesforce, QuickBooks et Google Sheets. - Les utilisateurs adorent les **intégrations faciles** de Coefficient, améliorant considérablement le flux de travail et permettant une synchronisation des données sans tracas. - Les utilisateurs apprécient l' **automatisation qui fait gagner du temps** de Coefficient, récupérant des heures chaque semaine grâce à une gestion des données sans effort. ##### Cons - Les utilisateurs trouvent les **limitations des fonctionnalités** de Coefficient frustrantes, surtout avec les problèmes de filtrage et de formatage des données. - Les utilisateurs rencontrent **des fonctionnalités limitées** avec Coefficient, notamment en ce qui concerne les restrictions de filtrage et d'importation par rapport à Google Sheets. - Les utilisateurs sont mécontents des **fonctionnalités manquantes** dans Coefficient, telles que les options de filtrage limitées et l'intégration insuffisante des graphiques. - Les utilisateurs rencontrent des **limitations de filtrage** dans Coefficient, ce qui affecte leur capacité à gérer efficacement les données lors des importations. - Les utilisateurs rencontrent des **problèmes d'intégration** avec Coefficient, notamment en raison du manque de fonctionnalités essentielles et de formats d'importation frustrants. #### What Are Recent G2 Reviews of Coefficient? **["Outil efficace et convivial pour intégrer Salesforce avec Google Sheets"](https://www.g2.com/fr/survey_responses/coefficient-review-12701723)** **Rating:** 5.0/5.0 stars _— Ellen Dericks C._ [Read full review](https://www.g2.com/fr/survey_responses/coefficient-review-12701723) **["Requêtes de base de données transparentes dans Google Sheets avec un support réactif"](https://www.g2.com/fr/survey_responses/coefficient-review-13098229)** **Rating:** 4.5/5.0 stars _— Utilisateur vérifié à Marketing et publicité_ [Read full review](https://www.g2.com/fr/survey_responses/coefficient-review-13098229) ### [Acterys](https://www.g2.com/products/acterys/reviews) Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way. **Average Rating:** 4.8/5.0 **Total Reviews:** 59 #### How Do G2 Users Rate Acterys? - **Reporting:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.6/10 (Category avg: 8.6/10) - **Extended Planning:** 9.6/10 (Category avg: 8.4/10) #### Who Is the Company Behind Acterys? - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions 1,347 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website) 706 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 66% Small, 29% Medium #### What Do G2 Reviewers Say About Acterys? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **automation capabilities** of Acterys for seamlessly integrating and customizing planning processes in Power BI. - Users value the **seamless connectivity** of Acterys, enabling effortless integration with multiple data sources and tools. - Users value the **easy integrations** in Acterys, facilitating seamless connections with data sources and enhancing productivity. - Users appreciate the **intuitive integration with Power BI** and reliable write-back features that save time in planning. - Users appreciate the **seamless data integrations** in Acterys, facilitating smooth workflows and efficient planning processes. #### What Are Recent G2 Reviews of Acterys? **["Acterys - An innovative solution"](https://www.g2.com/survey_responses/acterys-review-11449495)** **Rating:** 5.0/5.0 stars _— Luis C._ [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) **["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/survey_responses/acterys-review-9657795)** **Rating:** 5.0/5.0 stars _— Verified User in Venture Capital & Private Equity_ [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control. **Average Rating:** 4.3/5.0 **Total Reviews:** 774 #### How Do G2 Users Rate SAS Viya? - **Reporting:** 8.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.2/10 (Category avg: 8.6/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind SAS Viya? - **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2) - **Company Website:** www.sas.com - **Year Founded:** 1976 - **HQ Location:** Cary, NC - **Twitter:** @SASsoftware 60,863 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=64db42c044af5bbad79bd9677a620a6c31a8ff1abf4e7b2a6f1d6ed9561d105d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1491%2F&secure%5Burl_type%5D=linkedin_company_website) 18,638 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Student, Biostatistician - **Top Industries:** Pharmaceuticals, Banking - **Company Size:** 33% Large, 33% Small #### What Do G2 Reviewers Say About SAS Viya? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **ease of use** of SAS Viya, which simplifies data visualization and enhances decision-making efficiency. - Users value the **sophisticated analytical capabilities** of SAS Viya, enabling easy deployment and real-time decision-making. - Users appreciate the **advanced analytical methods** offered by SAS Viya, enhancing decision-making and logistical data analysis capabilities. - Users value the **end-to-end data lifecycle tooling** of SAS Viya, enhancing business insight and strategic decision-making. - Users love the **intuitive interface** of SAS Viya, making data analysis and model deployment effortless for all skill levels. ##### Cons - Users find SAS Viya to have a **learning difficulty** , making it challenging for non-technical individuals to navigate effectively. - Users find the **learning curve steep** , making it challenging for non-technical users to navigate SAS Viya effectively. - Users find the **visualization complexity** in SAS Viya challenging, particularly for non-technical users and beginners. - Users struggle with the **difficult learning curve** of SAS Viya, particularly for new and non-technical users. - Users find the **expensive pricing** of SAS Viya to be a significant barrier to entry for potential adoption. #### What Are Recent G2 Reviews of SAS Viya? **["Effective Data Analysis with SAS Viya"](https://www.g2.com/survey_responses/sas-viya-review-11872818)** **Rating:** 4.5/5.0 stars _— Fungai J._ [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11872818) **["SAS Viya: Powerful AI & Data Analysis with Seamless Integrations"](https://www.g2.com/survey_responses/sas-viya-review-11855145)** **Rating:** 5.0/5.0 stars _— Verified User in Hospital & Health Care_ [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11855145) #### What Are G2 Users Discussing About SAS Viya? - [What is SAS Visual Data Mining and Machine Learning used for?](https://www.g2.com/discussions/what-is-sas-visual-data-mining-and-machine-learning-used-for) - 2 comments ### [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 #### How Do G2 Users Rate Joiin? - **Reporting:** 8.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) #### Who Is the Company Behind Joiin? - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** www.joiin.co - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting 199 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=2ff4b86bf7fe8ce7d10baedf6008600213cfc21e4c45f4824dee5faf29999332&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fjoiin&secure%5Burl_type%5D=linkedin_company_website) 15 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small, 35% Medium #### What Do G2 Reviewers Say About Joiin? _AI-generated summary from verified user reviews_ ##### Pros - Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. ##### Cons - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. #### What Are Recent G2 Reviews of Joiin? **["Outstanding support experience with Joiin (especially Kyle)"](https://www.g2.com/survey_responses/joiin-review-13053349)** **Rating:** 5.0/5.0 stars _— Richa J._ [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) **["Excellent Value for Xero Consolidation with Fast, Responsive Support"](https://www.g2.com/survey_responses/joiin-review-12620997)** **Rating:** 4.5/5.0 stars _— Verified User in Financial Services_ [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 #### How Do G2 Users Rate Clockwork.ai? - **Reporting:** 9.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Clockwork.ai? - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** www.clockwork.ai - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork\_AI 118 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e9fdf1da6c249b891febe8a5b8325133016c8dee3d75df7b19a6b90869cf13b1&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fclockworkai&secure%5Burl_type%5D=linkedin_company_website) 13 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 91% Small, 9% Medium #### What Do G2 Reviewers Say About Clockwork.ai? _AI-generated summary from verified user reviews_ ##### Pros - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. ##### Cons - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **["Clockwork's Magic"](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)** **Rating:** 5.0/5.0 stars _— Cassie C._ [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) **["Seamless Onboarding and Outstanding Support"](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)** **Rating:** 5.0/5.0 stars _— Rebecca S._ [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) ### [Apliqo](https://www.g2.com/products/apliqo/reviews) Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer. **Average Rating:** 4.9/5.0 **Total Reviews:** 43 #### How Do G2 Users Rate Apliqo? - **Reporting:** 9.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.4/10 (Category avg: 8.6/10) - **Extended Planning:** 9.9/10 (Category avg: 8.4/10) #### Who Is the Company Behind Apliqo? - **Seller:** [Apliqo](https://www.g2.com/sellers/apliqo) - **Company Website:** apliqo.com - **Year Founded:** 2013 - **HQ Location:** Zurich, CH - **Twitter:** @apliqo 47 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42cebe4a8b9e78c0f920639416c9c41dcf62b688db97afd1e654e5040d8f8356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapliqo&secure%5Burl_type%5D=linkedin_company_website) 19 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Consultant, Senior Consultant - **Top Industries:** Consulting, Information Technology and Services - **Company Size:** 62% Medium, 31% Small #### What Do G2 Reviewers Say About Apliqo? _AI-generated summary from verified user reviews_ ##### Pros - Users commend the **user-friendly dashboards** of Apliqo, enhancing data visualization and decision-making efficiency. - Users value the **ease of development** in Apliqo, appreciating its built-in features and seamless TM1 integration. - Users value the **customizability** of Apliqo, enabling tailored dashboards that enhance data visualization and interactivity. - Users value the **highly customizable dashboards** of Apliqo, enhancing their ability to visualize and interact with data effectively. - Users benefit from **highly customizable dashboards** in Apliqo, enhancing data visualization and interaction for better decision-making. ##### Cons - Users may face **learning difficulties** due to the technical knowledge required for effective use of Apliqo. - Users note a **steep learning curve** for non-technical developers, especially regarding TM1, MDX, CSS, and JSON. - Users note that **expertise is required** in TM1 and MDX, making it challenging for non-technical developers. - Users face **customization difficulties** with Apliqo, requiring extensive knowledge of TM1, MDX, CSS, and JSON. - Users find **customization difficult** in Apliqo, requiring technical knowledge that may challenge less experienced developers. #### What Are Recent G2 Reviews of Apliqo? **["Intuitive Frontend for Planning Analytics"](https://www.g2.com/survey_responses/apliqo-review-10223927)** **Rating:** 4.5/5.0 stars _— Van Zyl B._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) **["Delivering business value through an intuitive interface"](https://www.g2.com/survey_responses/apliqo-review-10319445)** **Rating:** 5.0/5.0 stars _— Dave H._ [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) ### [Inspire](https://www.g2.com/products/inspire-software-inspire/reviews) What is Inspire Software? Inspire Software is a unified strategy execution and performance management platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, continuous performance management, and employee engagement in a single system, Inspire gives leaders real-time visibility into execution and helps every employee understand how their daily work drives company success. Who uses Inspire Software? Inspire is built for mid-market and enterprise organizations — typically 200 to 10,000 employees — that need to align strategy, people, and performance at scale. Common buyers include Chief Strategy Officers, Chief People Officers, CHROs, Heads of HR, VPs of Operations, and CEOs who need strategy to move faster from planning to measurable impact. What does Inspire Software do? - Inspire replaces the disconnected stack of OKR tools, performance review software, engagement survey tools, and strategy spreadsheets that most organizations cobble together. Instead, Inspire unifies the entire strategy-to-execution workflow in one platform: - Unified OKR and goal management with AI-assisted goal creation, alignment, and cascading across teams - Strategic planning that connects long-term vision to quarterly initiatives and individual goals - Continuous performance management with 1:1s, check-ins, feedback, and performance reviews tied directly to strategy - Employee engagement, recognition, and feedback embedded into daily workflows Real-time dashboards that surface risks early and show progress against strategic initiatives - AI coaching and insights that help managers lead better and employees grow faster - Cross-functional visibility that breaks down silos and accelerates execution How is Inspire different from Lattice, 15Five, Betterworks, Workboard, or Quantive? Most performance management tools focus on HR processes. Most OKR tools focus on goal-setting. Inspire is the only platform purpose-built to unify strategy execution AND performance management — connecting the boardroom strategy to the individual contributor's daily work. That's why Inspire customers see faster execution of strategic initiatives, higher engagement, reduced attrition, and stronger revenue growth. What outcomes do organizations see with Inspire? Faster execution of strategic initiatives Higher engagement and motivation across teams Reduced attrition and stronger accountability Improved revenue growth and operational agility Greater alignment between executive vision and frontline execution Inspire enables organizations to align people, performance, and purpose — turning strategy into results with transparency, momentum, and confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 111 #### How Do G2 Users Rate Inspire? - **Reporting:** 9.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Inspire? - **Seller:** [Inspire Software](https://www.g2.com/sellers/inspire-software) - **Company Website:** inspiresoftware.com - **Year Founded:** 2017 - **HQ Location:** San Diego, CA - **Twitter:** @InspireSoftware 6,709 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f05d30655ceda58e36b9176f9456a4f6aec2ed8146792fd601a190bd73377898&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finspiresoftware%2F&secure%5Burl_type%5D=linkedin_company_website) 20 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 34% Small #### What Do G2 Reviewers Say About Inspire? _AI-generated summary from verified user reviews_ ##### Pros - Users find Inspire to be **easy to use and learner-friendly** , enhancing their goal-setting and planning experience. - Users value the **transparency and accountability** Inspire fosters, enhancing team alignment and overall performance. - Users value Inspire for its **excellent communication and support** , enhancing accountability and ensuring successful goal alignment. - Users commend Inspire for their **responsive and dedicated customer support** , ensuring tailored solutions and seamless software administration. - Users value the **customization options** of Inspire, enhancing goal alignment and overall strategic performance across teams. #### What Are Recent G2 Reviews of Inspire? **["Increased Productivity and Simplified Task Management"](https://www.g2.com/survey_responses/inspire-review-8996209)** **Rating:** 5.0/5.0 stars _— Cristin F._ [Read full review](https://www.g2.com/survey_responses/inspire-review-8996209) **["Amazing Productivity Software"](https://www.g2.com/survey_responses/inspire-review-8648725)** **Rating:** 5.0/5.0 stars _— Paul R._ [Read full review](https://www.g2.com/survey_responses/inspire-review-8648725) #### What Are G2 Users Discussing About Inspire? - [What is Fitbots OKRs used for?](https://www.g2.com/discussions/what-is-fitbots-okrs-used-for) - [What is Inspire used for?](https://www.g2.com/discussions/what-is-inspire-used-for) - 1 comment ### [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 #### How Do G2 Users Rate Jedox? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Jedox? - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox 1,673 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website) 400 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Medium, 28% Small #### What Do G2 Reviewers Say About Jedox? _AI-generated summary from verified user reviews_ ##### Pros - Users admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process. - Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships. - Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems. - Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly. - Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning. ##### Cons - Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface. - Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform. - Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise. - Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use. - Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity. #### What Are Recent G2 Reviews of Jedox? **["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)** **Rating:** 4.0/5.0 stars _— Dmytro K._ [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) **["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)** **Rating:** 4.0/5.0 stars _— Pille P._ [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. **Average Rating:** 4.7/5.0 **Total Reviews:** 24 #### How Do G2 Users Rate Spotlight Reporting? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 8.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Spotlight Reporting? - **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting) - **Year Founded:** 2010 - **HQ Location:** Wellington, New Zealand - **Twitter:** @spotlightrep 7,727 Twitter followers - **LinkedIn® Page:** [linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af899a8c43a3273b8a2ea2404d6ad22f3b26276515e28741abd2e75ed5ee2a0f&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fspotlight-reporting-limited&secure%5Burl_type%5D=linkedin_company_website) 43 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 63% Small, 21% Medium #### What Are Recent G2 Reviews of Spotlight Reporting? **["Great Onboarding, Customer Support, and Engagement"](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)** **Rating:** 5.0/5.0 stars _— Ryan V._ [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) **["Efficient and easy to use !"](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)** **Rating:** 5.0/5.0 stars _— Sara V._ [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes - ‹ Prev‹ Prev - 1 - [2](/categories/fp-a-financial-planning-analysis/free?open_modal_url=%2Fproducts%2Fclockwork-ai%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%252Ffree%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/fp-a-financial-planning-analysis/free?open_modal_url=%2Fproducts%2Fclockwork-ai%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%252Ffree%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/fp-a-financial-planning-analysis/free?open_modal_url=%2Fproducts%2Fclockwork-ai%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%252Ffree%26source%3Dcategory&order=g2_score&page=4#product-list) - [Next ›Next ›](/categories/fp-a-financial-planning-analysis/free?open_modal_url=%2Fproducts%2Fclockwork-ai%2Fwishlists%3Fhost_path%3D%252Fcategories%252Ffp-a-financial-planning-analysis%252Ffree%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [AI Sales Assistant Software](https://www.g2.com/categories/ai-sales-assistant) [Marketing Automation Software](https://www.g2.com/categories/marketing-automation) [Corporate Learning Management Systems](https://www.g2.com/categories/corporate-learning-management-systems) [Relational Databases](https://www.g2.com/categories/relational-databases) [Video Editing Software](https://www.g2.com/categories/video-editing) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes)