# Best Budgeting and Forecasting Software for Small Business ## 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=582&focus%5B%5D=160444&focus%5B%5D=1553954&focus%5B%5D=10475&focus%5B%5D=43902&focus%5B%5D=42943&focus%5B%5D=3027) Highlighted products: Datarails, Workday Adaptive Planning, LiveFlow, Intuit Enterprise Suite, Fathom, Martus, Productive, and Anaplan. Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=liveflow&focus%5B%5D=intuit-intuit-enterprise-suite&focus%5B%5D=fathom&focus%5B%5D=martus&focus%5B%5D=productive&focus%5B%5D=anaplan&segment=small-business) **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=2026-08-06T18%3A03%3A11Z&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%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fdatarails%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fbudgeting-and-forecasting%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=ecdde8c68d7f44af4537221baf95480b98ca3063ed0e8a217ed448318d234828&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/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? - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.8/10) #### Who Is the Company Behind Datarails? - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails 1,139 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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) 397 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. ##### Cons - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. #### What Are Recent G2 Reviews of Datarails? **["Seamless, Faultless Reporting That Makes Work Easier"](https://www.g2.com/survey_responses/datarails-review-13067556)** **Rating:** 5.0/5.0 stars _— ben ._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) **["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/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/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 385 #### How Do G2 Users Rate Workday Adaptive Planning? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Workday Adaptive Planning? - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday 52,273 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 33% Large #### What Do G2 Reviewers Say About Workday Adaptive Planning? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. ##### Cons - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **["Comprehensive EPM Tool with a Learning Curve"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)** **Rating:** 4.5/5.0 stars _— Sunny J._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461) **["Powerful What-If Planning with Seamless ERP/CRM Connections"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)** **Rating:** 5.0/5.0 stars _— Shivam M._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308) #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### [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) ### [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? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.8/10) #### 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) 69 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? **["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) **["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) ### [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) ### [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) 49 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) ### [Productive](https://www.g2.com/products/productive/reviews) Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 #### How Do G2 Users Rate Productive? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.0/10 (Category avg: 8.8/10) #### Who Is the Company Behind Productive? - **Seller:** [Productive](https://www.g2.com/sellers/productive) - **Year Founded:** 2014 - **HQ Location:** Claymont, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4f532a57d2d9b93670e8ebe159b0f8cbcff9f400b83d7411ba1c84590e4e32b6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fproductive-io%2F&secure%5Burl_type%5D=linkedin_company_website) 161 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small, 17% Medium #### What Do G2 Reviewers Say About Productive? _AI-generated summary from verified user reviews_ ##### Pros - Users find Productive’s **ease of use** essential, enjoying its simplicity and effective integrations for daily tasks. - Users appreciate the **customizability** of Productive, allowing personalized setups that enhance their daily workflow and efficiency. - Users commend **team collaboration** with Productive, appreciating its seamless integration of project management and budgeting features. - Users appreciate the **intuitive and user-friendly interface** of Productive, making onboarding and daily use seamless. - Users appreciate the **responsive and personal customer support** of Productive, enhancing their overall experience with the tool. ##### Cons - Users find the **lack of integrations** frustrating, affecting workflow due to disconnected systems and limited functionalities. - Users point out the **missing features** like flexible reporting and enhanced mobile app capabilities for better functionality. - Users face **organization difficulties** in navigating reports and integrating modules, complicating their overall experience with Productive. - Users find **reporting challenging** , needing more flexibility and detailed options, especially on the mobile app. - Users find **complex usability** issues with report configuration, making it challenging for newcomers to navigate effectively. #### What Are Recent G2 Reviews of Productive? **["We have used Productive for almost 10 years. It was good when we started and keeps getting better!"](https://www.g2.com/survey_responses/productive-review-9235077)** **Rating:** 5.0/5.0 stars _— Torin S._ [Read full review](https://www.g2.com/survey_responses/productive-review-9235077) **["Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow"](https://www.g2.com/survey_responses/productive-review-13031933)** **Rating:** 5.0/5.0 stars _— Verified User in Marketing and Advertising_ [Read full review](https://www.g2.com/survey_responses/productive-review-13031933) #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) - [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include) ### [Anaplan](https://www.g2.com/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:** 397 #### How Do G2 Users Rate Anaplan? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.8/10) #### Who Is the Company Behind Anaplan? - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan 21,768 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users. - Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs. - Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases. - Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions. - Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas. ##### Cons - Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis. - Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability. - Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use. - Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations. - Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls. #### What Are Recent G2 Reviews of Anaplan? **["Real-Time, Flexible Modeling That Speeds Up Decision-Making"](https://www.g2.com/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) **["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### [IBM Planning Analytics](https://www.g2.com/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? - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Adjustments:** 9.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.8/10) #### Who Is the Company Behind IBM Planning Analytics? - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity 74,660 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Large, 36% Medium #### What Do G2 Reviewers Say About IBM Planning Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks. - Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes. - Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently. - Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis. ##### Cons - Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics. - Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding. - Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users. - Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers. - Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows. #### What Are Recent G2 Reviews of IBM Planning Analytics? **["Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)** **Rating:** 4.5/5.0 stars _— Himanshu J._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) **["Robust, Efficient Yet Complex for New Users"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)** **Rating:** 4.0/5.0 stars _— Jeanpierre L._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### [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? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.5/10 (Category avg: 8.8/10) #### 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 ### [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? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.5/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.8/10) #### 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) ### [Velixo](https://www.g2.com/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:** 4.6/5.0 **Total Reviews:** 271 #### How Do G2 Users Rate Velixo? - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 7.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.9/10 (Category avg: 8.8/10) #### Who Is the Company Behind Velixo? - **Seller:** [Velixo](https://www.g2.com/sellers/velixo) - **Company Website:** www.velixo.com - **Year Founded:** 2017 - **HQ Location:** Montreal, QC - **Twitter:** @VelixoSolutions 90 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller, CFO - **Top Industries:** Construction, Accounting - **Company Size:** 61% Medium, 28% Small #### What Do G2 Reviewers Say About Velixo? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting. - Users value the **seamless Excel integration** of Velixo, enabling real-time data access and efficient report management. - Users value the **reporting efficiency** of Velixo, enjoying streamlined data management and real-time insights in Excel. - Users value the **Excel functionality** of Velixo, enjoying seamless integration and real-time data access for efficient reporting. - Users value the **time-saving capabilities** of Velixo, dramatically reducing report generation and data updating tasks. ##### Cons - Users experience **Excel integration issues** , making it challenging to connect and utilize Velixo effectively. - Users note a challenging **learning curve** , especially for those unfamiliar with Excel or ERP systems. - Users find the **complexity of formulas** in Velixo challenging, making reporting more difficult than necessary. - Users report **refresh issues** with Velixo, noting longer wait times and occasional technical errors impacting usability. - Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting efficiency. #### What Are Recent G2 Reviews of Velixo? **["Velixo Makes Sage Intacct Dimension Reporting Simple and Powerful"](https://www.g2.com/survey_responses/velixo-review-13208144)** **Rating:** 5.0/5.0 stars _— Chad R._ [Read full review](https://www.g2.com/survey_responses/velixo-review-13208144) **["Easy, Powerful Reporting Once You Learn Velixo Formulas"](https://www.g2.com/survey_responses/velixo-review-12590124)** **Rating:** 5.0/5.0 stars _— Karen M._ [Read full review](https://www.g2.com/survey_responses/velixo-review-12590124) #### What Are G2 Users Discussing About Velixo? - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks. **Average Rating:** 4.8/5.0 **Total Reviews:** 60 #### How Do G2 Users Rate Reach Reporting? - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.8/10) #### Who Is the Company Behind Reach Reporting? - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Company Website:** www.reachreporting.com - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting 148 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=0cc0c86dfa179a4ca0c7ecb3631dfc380db4e069e94260deebd4109dcb55a94c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Freach-reporting&secure%5Burl_type%5D=linkedin_company_website) 27 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Accounting - **Company Size:** 76% Small, 19% Medium #### What Do G2 Reviewers Say About Reach Reporting? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Reach Reporting, highlighting its straightforward setup and customizable dashboards for clear reporting. - Users appreciate the **clear and beautiful visuals** of Reach Reporting, making decision-making and client communication seamless and effective. - Users value the **reporting efficiency** of Reach Reporting, as it simplifies financial reports and enhances decision-making. - Users value Reach Reporting for its **time-saving automation** in financial reporting, enhancing decision-making efficiency. - Users value the **easy integrations** with QuickBooks, enhancing efficiency and saving valuable time in their reporting processes. ##### Cons - Users desire additional **missing features** in Reach Reporting, such as more UI options and better data integration capabilities. - Users find the system **not very intuitive** initially, which impacts the overall user experience and efficiency. - Users experience **connectivity issues** with Reach Reporting, facing slow syncing and limitations on multiple connections. - Users find the **dashboard limitations** frustrating, wishing for better organization of reports and enhanced forecasting features. - Users face **implementation issues** due to clunky data consolidation and limitations in the budget builder's functionality. #### What Are Recent G2 Reviews of Reach Reporting? **["Financial Reporting Simplified"](https://www.g2.com/survey_responses/reach-reporting-review-11683520)** **Rating:** 5.0/5.0 stars _— Jonaline G._ [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) **["Flexible, Customizable Reporting That Elevates Client Insights"](https://www.g2.com/survey_responses/reach-reporting-review-12949573)** **Rating:** 5.0/5.0 stars _— Vinoth J._ [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) ### [Parallel](https://www.g2.com/products/parallel-parallel/reviews) Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet. **Average Rating:** 4.9/5.0 **Total Reviews:** 30 #### How Do G2 Users Rate Parallel? - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) #### Who Is the Company Behind Parallel? - **Seller:** [Parallel](https://www.g2.com/sellers/parallel-358eee3b-08ce-4dc8-829d-71bcacf56e39) - **Company Website:** getparallel.com - **Year Founded:** 2023 - **HQ Location:** Lehi, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c6e978d8f75f5da63977eb8ae82bbb484d55473fe0eec432b0a7a061845731cf&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetparallel%2F&secure%5Burl_type%5D=linkedin_company_website) 9 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 83% Small, 7% Medium #### What Do G2 Reviewers Say About Parallel? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **forecasting capabilities** of Parallel, empowering confident decision-making and optimizing spend for growth. - Users value the **fantastic customer support** from Parallel, assisting with budgets, forecasts, and financial reporting effectively. - Users appreciate the **ease of use** of Parallel, allowing non-technical founders to efficiently manage finances and forecasts. - Users value the **efficiency** of Parallel, enabling quick decision-making and simplifying financial modeling for their startups. - Users highlight the **easy setup** of Parallel, enabling quick onboarding and efficient financial planning in hours. ##### Cons - Users report occasional **software bugs** , though many have experienced improved stability over time with Parallel. - Users faced **download issues** with financials, but appreciated the team's quick response to feedback. - Users face a **learning curve** with Parallel due to finance concepts, but support mitigates challenges effectively. - Users experience a **limited visualization** of financial data in Parallel, making initial understanding challenging without prior expertise. - Users desire more features from Parallel to enhance its functionality as a **complete accounting system**. #### What Are Recent G2 Reviews of Parallel? **["Solid Financial Management Tool with Responsive Support"](https://www.g2.com/survey_responses/parallel-review-12872915)** **Rating:** 4.5/5.0 stars _— Zach B._ [Read full review](https://www.g2.com/survey_responses/parallel-review-12872915) **["Easiest Financial Modeling Tool to Stress Test Big Decisions"](https://www.g2.com/survey_responses/parallel-review-12298809)** **Rating:** 5.0/5.0 stars _— Mason S._ [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) ### [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? - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.8/10) #### 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) - ‹ Prev‹ Prev - 1 - [2](/categories/budgeting-and-forecasting/small-business?open_modal_url=%2Fproducts%2Fdatarails%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%252Fsmall-business%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/budgeting-and-forecasting/small-business?open_modal_url=%2Fproducts%2Fdatarails%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%252Fsmall-business%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/budgeting-and-forecasting/small-business?open_modal_url=%2Fproducts%2Fdatarails%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%252Fsmall-business%26source%3Dcategory&order=g2_score&page=4#product-list) - [Next ›Next ›](/categories/budgeting-and-forecasting/small-business?open_modal_url=%2Fproducts%2Fdatarails%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%252Fsmall-business%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Contact Center Workforce Software](https://www.g2.com/categories/contact-center-workforce) [Enterprise Risk Management (ERM) Software](https://www.g2.com/categories/enterprise-risk-management-erm) [SMS Marketing Software](https://www.g2.com/categories/sms-marketing) [Expense Management Software](https://www.g2.com/categories/expense-management) [Demo Automation Software](https://www.g2.com/categories/demo-automation) 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) - [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) - [Financial Audit](/categories/financial-audit) [Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)