---
title: Corelytics Reviews
meta_title: 'Corelytics Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how Corelytics works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-14'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---


# Corelytics Reviews
**Vendor:** Corelytics  
**Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 1
## About Corelytics
Financial Dashboard for small businesses and business advisors - see the picture of your finances, inspire your team and map your route.




## Corelytics Reviews
  ### 1. Great Financial Coaching Software

**Rating:** 5.0/5.0 stars

**Reviewed by:** Diana V. | Director of Finance and Human Resources, Computer & Network Security, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2019

**What do you like best about Corelytics?**

We use corelytics with a financial coach. The charts are very useful in showing our revenue and expenses. The fact that it integrates with QuickBooks online is great.

**What do you dislike about Corelytics?**

I dislike that I cannot change the names of the lines of business. If the names were changeable, it would be easier to track what each LOB is.

**What problems is Corelytics solving and how is that benefiting you?**

Corelytics creates easy graphs for the CEO to follow. With the financial coaching, he is always aware of where our business is heading He also knows what areas we are thriving as well as where we may need help. 


## Corelytics Discussions
  - [What is Corelytics used for?](https://www.g2.com/discussions/what-is-corelytics-used-for)

- [View Corelytics pricing details and edition comparison](https://www.g2.com/products/corelytics/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-15+10%3A58%3A38+-0500&secure%5Bsession_id%5D=f0a08ce8-0533-458c-a635-085723850d1a&secure%5Btoken%5D=cf9a63d6625f7eb1cf1e21c8b88d28e6d1feba0a080631a17d2b5bab42ba1d35&format=llm_user)

## Corelytics Features
**Financial Planning**
- Extended Planning
- Reporting
- Integration
- Self-Service Reporting

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning
- Budgeting/Forecasting

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting
- Reporting Templates
- Real-Time Data

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards
- Approval Process Control

**Additional Functionality**
- Predictive Analytics
- Multi-Language
- Generative AI
- Currency Management
- AI Copilot
- User Management
- Project Management
- Risk Management
- Real-Time Analytics
- Audit Trail
- Tax Management
- Investment Management
- Transaction History
- Data Import/Export
- Fixed Asset Management
- Mobile Access
- Transaction Monitoring
- API
- Project Time Tracking
- Projections
- Consolidation/Roll-Up
- General Ledger
- Purchasing & Receiving
- Real-Time Monitoring
- Configurable Workflow
- Dashboard Creation
- Accounting
- Electronic Payments
- Revenue Recognition
- Invoice Management
- Compliance Management
- "What If" Scenarios
- Workflow Management
- Multi-Currency
- Planning Tools
- Visual Analytics
- Cash Management
- Customizable Reports
- Bank Reconciliation
- Invoice Processing
- Multi-Company
- For Investors & Traders
- Expense Tracking
- Purchase Order Management
- Access Controls/Permissions
- Activity Dashboard
- Reporting/Analytics
- Alerts/Notifications
- Billing & Invoicing
- Receipt Management
- Profit/Loss Statement
- Income & Balance Sheet
- Cash Flow Management

## Top Corelytics Alternatives
  - [Planful](https://www.g2.com/products/planful/reviews) - 4.3/5.0 (499 reviews)
  - [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) - 4.5/5.0 (2,546 reviews)
  - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - 4.5/5.0 (2,130 reviews)