--- title: EngineBI Reviews meta\_title: 'EngineBI Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 10 reviews by the users' company size, role or industry to find out how EngineBI works for a business like yours. aggregate\_rating: rating\_value: 4.8 review\_count: 10 scale: '5' date\_modified: '2026-08-07' parent\_category: name: Accounting & Finance url: https://www.g2.com/categories/accounting-finance --- # EngineBI Reviews & Product Details Claimed ###### Profile Status This profile is currently managed by EngineBI but has limited features. Are you part of the EngineBI team? [Upgrade your plan](https://my.g2.com/enginebi/upgrade?utm_campaign=s3&utm_medium=claim-popup&utm_source=g2) to enhance your branding and engage with visitors to your profile! EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms. * * * Seller [EngineBI](https://www.g2.com/sellers/enginebi) Discussions [EngineBI Community](https://www.g2.com/products/enginebi/discuss) Languages Supported English Overview by Jon Morris Show More ## Top-Rated Alternatives [ ![Workiva](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Workiva") Workiva 4.5/5(2,148) ](https://www.g2.com/products/workiva-workiva/reviews) [ ![Planful](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Planful") Planful 4.3/5(508) ](https://www.g2.com/products/planful/reviews) [ ![Vena](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Vena") Vena 4.5/5(480) ](https://www.g2.com/products/vena/reviews) [ View All Alternatives ](https://www.g2.com/products/enginebi/competitors/alternatives) ## User Insights Average based on 10 real user reviews. [Log in to unlock pricing and user insights](/login) ![Tye D.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Tye D.") TD Tye D. Head of Growth Marketing Small-Business (50 or fewer emp.) 8/1/2025 "Helpful tool for finance operations" 4/5 What do you like best about EngineBI? Pulls all our P&L info in one place and removes the need for spreadsheets. Great view of revenue by client to ensure you mitigate your concentration risk. Review collected by and hosted on G2.com. What do you dislike about EngineBI? Took me some time to navigate at first. It takes a couple of cycles to set up but once you are up and running it as a great tool and a very helpful integration for your CFO / finance processes visibility and reporting. Review collected by and hosted on G2.com. What problems is EngineBI solving and how is that benefiting you? Financial data all in one place Reviewing revenue stream concentration risk to ensure you address it Overall financial health of the business including cash on hand, and Profit & Loss info Review collected by and hosted on G2.com. Show More Current UserValidated ReviewerSource: Organic ##### Pricing Pricing details for this product isn’t currently available. Visit the vendor’s website to learn more. [ View More Pricing Information ](https://www.g2.com/products/enginebi/pricing) ##### Categories on G2 [FP&A (Financial Planning & Analysis)](https://www.g2.com/categories/fp-a-financial-planning-analysis)[Budgeting and Forecasting](https://www.g2.com/categories/budgeting-and-forecasting)[Financial Close](https://www.g2.com/categories/financial-close) ##### Explore More [best crm for tech startups](https://www.g2.com/discussions/best-crm-for-a-growing-tech-startup)[Top tools for collaborative email template design](https://www.g2.com/discussions/what-are-the-top-tools-for-collaborative-email-template-design)[Top HR analytics platforms for diversity and inclusion tracking](https://www.g2.com/discussions/what-are-the-top-hr-analytics-platforms-for-diversity-and-inclusion-d-i-tracking) [Which Salesforce document generation tools work best for a sales team that needs e-signatures built in so quotes and contracts close without leaving Salesforce?](https://www.g2.com/discussions/which-salesforce-document-generation-tools-work-best-for-a-sales-team-that-needs-e-signatures-built-in-so-quotes-and-contracts-close-without-leaving-salesforce)[Shopware vs Adobe Commerce for a mid-size retailer: which handles large catalogs without hitting a scalability ceiling?](https://www.g2.com/discussions/shopware-vs-adobe-commerce-for-a-mid-size-retailer-which-handles-large-catalogs-without-hitting-a-scalability-ceiling)[Pros and Cons Details](https://www.g2.com/products/enginebi/reviews?qs=pros-and-cons) [Show MoreShow Less](javascript:void(0);)