# Best Enterprise 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=52827&focus%5B%5D=27131&focus%5B%5D=20026&focus%5B%5D=582&focus%5B%5D=1196&focus%5B%5D=6353&focus%5B%5D=991)

Highlighted products: Anaplan, IBM Planning Analytics, OneStream - Unified EPM, Workiva, Workday Adaptive Planning, Planful, Vena, and Board.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=onestream-unified-epm&focus%5B%5D=workiva-workiva&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=planful&focus%5B%5D=vena&focus%5B%5D=board&segment=enterprise)

**Sponsored**

### CMS IntelliCAD

CMS IntelliCAD® is a sophisticated CAD software solution designed to meet the diverse needs of professionals in engineering, architecture, and consulting. This full-featured software provides users with an extensive array of 2D and 3D drawing tools that are compatible with Autodesk® AutoCAD®, making it an ideal choice for anyone who relies on CAD drawings for their work. With its intelligent design and powerful capabilities, CMS IntelliCAD serves as a reliable alternative for those seeking advanced CAD functionalities without the associated high costs. Targeted primarily at engineers, architects, and consultants, CMS IntelliCAD caters to a wide range of users who require precision and efficiency in their design processes. The software is particularly beneficial for professionals who need to create detailed drawings, models, and documentation. Its compatibility with .DWG file extensions ensures seamless integration with existing projects, allowing users to work with files from various sources without losing data integrity. Additionally, the software supports Building Information Modeling (BIM), enhancing its utility for modern architectural and engineering practices, which increasingly rely on collaborative and data-rich environments. One of the standout features of CMS IntelliCAD is its extensive customization options. Users can take advantage of a comprehensive programming toolkit that includes support for LISP, VBA, .Net, and IRX development. This flexibility allows users to tailor the software to their specific workflows, enhancing productivity and streamlining repetitive tasks. The ability to create custom commands and automate processes can significantly reduce the time spent on drafting and design, making it a valuable asset for busy professionals who need to maximize their efficiency. Moreover, CMS IntelliCAD offers extended interoperability with various file formats, including DGN, .STEP, .IGES, and .PDF. This broad compatibility ensures that users can collaborate effectively with colleagues and clients who may be using different software solutions. The software's robust features, combined with its affordability, make it an attractive option for businesses and individuals looking to enhance their CAD capabilities without compromising on quality or performance. CMS IntelliCAD stands out in the CAD software landscape by providing a powerful, customizable, and cost-effective solution for professionals in various fields. Its intelligent design, extensive compatibility, and support for advanced programming make it a practical choice for those who require a reliable tool for their design and drafting needs. The combination of these features positions CMS IntelliCAD as a strong contender in the competitive CAD market, appealing to both seasoned professionals and newcomers alike.

[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=2026-08-06T03%3A01%3A27Z&secure%5Bdisplayable_resource_id%5D=291&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=5497&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=5497&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%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fibm-planning-analytics%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffp-a-financial-planning-analysis%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=c4ac30ebb2ced728a214260b1e915a9fdc98f21fabd20193048aab918188e11d&secure%5Burl%5D=https%3A%2F%2Fintellicadms.com%2Fsite%2F&secure%5Burl_type%5D=custom_url)

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

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.

**Average Rating:** 4.6/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Anaplan?

- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)

#### 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 an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

**Average Rating:** 4.4/5.0

**Total Reviews:** 222

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

- **Reporting:** 8.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)

#### 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)

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

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

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

- **Reporting:** 8.9/10 (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:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)

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

- **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software)
- **Company Website:** www.onestream.com
- **HQ Location:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Financial Services
- **Company Size:** 63% Large, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management.
- Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting.
- Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs.
- Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights.
- Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management.

##### Cons

- Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage.
- Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption.
- Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users.
- Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge.
- Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box.

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

**["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

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

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

**Rating:** 5.0/5.0 stars

_— Tahir H._

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

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

- [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments
- [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments

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

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,131

#### How Do G2 Users Rate Workiva?

- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Workiva?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Michelle L._

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

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

**Rating:** 4.0/5.0 stars

_— Chad B._

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

### [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:** 383

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

- **Reporting:** 8.1/10 (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:** 7.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)

#### 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

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

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 498

#### How Do G2 Users Rate Planful?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Planful?

- **Seller:** [Planful](https://www.g2.com/sellers/planful)
- **Company Website:** www.planful.com
- **Year Founded:** 2000
- **HQ Location:** San Francisco, CA
- **Twitter:** @Planful  
7,546 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
558 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst, Senior Financial Analyst
- **Top Industries:** Computer Software, Hospital & Health Care
- **Company Size:** 48% Medium, 45% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **ease of use** of Planful, highlighting its intuitive design and minimal reliance on IT support.
- Users value the **streamlined reporting capabilities** of Planful, enhancing efficiency and enabling strategic analysis.
- Users appreciate the **streamlined reporting efficiency** of Planful, enhancing focus on strategic analysis and operational effectiveness.
- Users value the **automation capabilities** of Planful, streamlining data management and enhancing financial analysis efficiency.
- Users value Planful for its **centralized data management** and ease of use, enhancing integration and team collaboration.

##### Cons

- Users face a **steep learning curve** with Planful, making initial implementation and understanding quite challenging.
- Users face a **steep learning curve** with Planful, complicating initial setup and understanding for new adopters.
- Users note a lack of **reporting and dashboard features** , hindering their ability to effectively manage data storage and access.
- Users find Planful to be **not intuitive** , struggling with its complex setup and steep learning curve.
- Users note a need for **improvements in planning modules** and clearer documentation to enhance the overall experience.

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

**["Powerful Forecasting and Excel Live Data That Saves Hours"](https://www.g2.com/survey_responses/planful-review-13159111)**

**Rating:** 4.5/5.0 stars

_— Verified User in Leisure, Travel & Tourism_

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

**["One Source of Truth for Budgeting & Forecasting with Automated, Live Reporting"](https://www.g2.com/survey_responses/planful-review-13210455)**

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Goods_

[Read full review](https://www.g2.com/survey_responses/planful-review-13210455)

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

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

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

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vena?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** www.venasolutions.com
- **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?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation.
- Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management.
- Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes.
- Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders.
- Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly.

##### Cons

- Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process.
- Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes.
- Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes.
- Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome.
- Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency.

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

**["Revolutionized Budgeting and Reporting with Vena"](https://www.g2.com/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

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

**["Endless Solution for Finance professionals"](https://www.g2.com/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

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

### [Board](https://www.g2.com/products/board/reviews)

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

**Average Rating:** 4.4/5.0

**Total Reviews:** 303

#### How Do G2 Users Rate Board?

- **Reporting:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Board?

- **Seller:** [Board International](https://www.g2.com/sellers/board-international)
- **Company Website:** www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware  
27,073 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website)  
932 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Software Developer
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 57% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions.
- Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes.
- Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient.
- Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform.
- Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly.

##### Cons

- Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation.
- Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency.
- Users often find **missing features** in report creation limits their ability to effectively utilize the platform.
- Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling.
- Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets.

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

**["Ideal solution for improving business performance"](https://www.g2.com/survey_responses/board-review-10785693)**

**Rating:** 4.5/5.0 stars

_— Lorenzo L._

[Read full review](https://www.g2.com/survey_responses/board-review-10785693)

**["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)**

**Rating:** 5.0/5.0 stars

_— Constantinos A._

[Read full review](https://www.g2.com/survey_responses/board-review-13173372)

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

- [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote

### [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews)

With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt.

**Average Rating:** 4.2/5.0

**Total Reviews:** 750

#### How Do G2 Users Rate SAP Analytics Cloud?

- **Reporting:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SAP Analytics Cloud?

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

- **Who Uses This:** Senior Consultant, Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Large, 28% Medium

#### What Do G2 Reviewers Say About SAP Analytics Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in SAP Analytics Cloud, facilitating effortless data understanding and streamlined reporting.
- Users appreciate the **wide range of data connectivity options** in SAP Analytics Cloud, enhancing integration and analytics capabilities.
- Users value the **interactive dashboards** of SAP Analytics Cloud, which enhance data clarity and user customization.
- Users value the **easy integrations** of SAP Analytics Cloud, enjoying seamless connectivity and efficient data analysis across projects.
- Users appreciate the **wide range of data connectivity and predictive analytics** in SAP Analytics Cloud for effective decision-making.

##### Cons

- Users experience **slow performance** with SAP Analytics Cloud, particularly when working with complex datasets and large models.
- Users face a **steep learning curve** with SAP Analytics Cloud, requiring training to navigate its complex features effectively.
- Users find the **steep learning curve** challenging, especially without guidance for navigating SAP Analytics Cloud's features.
- Users experience significant **performance issues** with SAP Analytics Cloud, particularly with large datasets and complex calculations.
- Users experience **slow performance with large datasets** , making complex analyses cumbersome and time-consuming.

#### What Are Recent G2 Reviews of SAP Analytics Cloud?

**["SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)

**["Reliable & User-Friendly Analytics Tool"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)**

**Rating:** 4.0/5.0 stars

_— sagar i._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)

#### What Are G2 Users Discussing About SAP Analytics Cloud?

- [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments
- [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote
- [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment
- [How does SAP Analytics calculate average cloud?](https://www.g2.com/discussions/how-does-sap-analytics-calculate-average-cloud)
- [What is predictive analytics software?](https://www.g2.com/discussions/sap-predictive-analytics-what-is-predictive-analytics-software) - 1 comment

### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate CCH Tagetik?

- **Reporting:** 9.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind CCH Tagetik?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** www.wolterskluwer.com
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Insurance
- **Company Size:** 57% Large, 27% Medium

#### What Do G2 Reviewers Say About CCH Tagetik?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks.
- Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks.
- Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes.
- Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting.
- Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes.

##### Cons

- Users find the **learning curve steep** initially, but key functions become manageable with training and experience.
- Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training.
- Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies.
- Users find the **usability complex** , requiring substantial effort and training for effective implementation and use.
- Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding.

#### What Are Recent G2 Reviews of CCH Tagetik?

**["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)

**["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)

#### What Are G2 Users Discussing About CCH Tagetik?

- [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for)

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

Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.

**Average Rating:** 4.6/5.0

**Total Reviews:** 369

#### How Do G2 Users Rate Datarails?

- **Reporting:** 8.8/10 (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:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)

#### 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)

### [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)  
577 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?

**["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)

**["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)

#### 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

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

Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.7/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Pigment?

- **Seller:** [Pigment](https://www.g2.com/sellers/pigment)
- **Company Website:** www.pigment.com
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website)  
711 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** FP&A Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 73% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve.
- Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting.
- Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly.
- Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available.
- Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities.

##### Cons

- Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency.
- Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment.
- Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options.
- Users often face **connectivity issues** with Pigment, especially when working with large volumes of data.
- Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts.

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

**["Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"](https://www.g2.com/survey_responses/pigment-review-12511185)**

**Rating:** 5.0/5.0 stars

_— Maria M._

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

**["Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"](https://www.g2.com/survey_responses/pigment-review-12723711)**

**Rating:** 4.5/5.0 stars

_— Gowtham R._

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

### [Coefficient](https://www.g2.com/products/coefficient/reviews)

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

**Average Rating:** 4.7/5.0

**Total Reviews:** 195

#### How Do G2 Users Rate Coefficient?

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 10.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Coefficient?

- **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient)
- **Company Website:** coefficient.io
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity.
- Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time.
- Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets.
- Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing.
- Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management.

##### Cons

- Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues.
- Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets.
- Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration.
- Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports.
- Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats.

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

**["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)**

**Rating:** 5.0/5.0 stars

_— Ellen Dericks C._

[Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723)

**["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229)

### [AchieveIt](https://www.g2.com/products/achieveit/reviews)

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

**Average Rating:** 4.4/5.0

**Total Reviews:** 199

#### How Do G2 Users Rate AchieveIt?

- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind AchieveIt?

- **Seller:** [AchieveIt](https://www.g2.com/sellers/achieveit)
- **Company Website:** www.achieveit.com
- **Year Founded:** 2010
- **HQ Location:** Atlanta, GA
- **Twitter:** @GoAchieveIt  
10,680 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60c0e6d505449dc1ccdfdd7ab9dcb71f213a469afa91bbb4a2542dcb0fb8fae7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296143%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Assistant
- **Top Industries:** Hospital & Health Care, Government Administration
- **Company Size:** 42% Medium, 36% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find AchieveIt to be incredibly **easy to use** , with excellent support for seamless implementation and updates.
- Users value the **clear visibility into strategy execution** , making it easy to track and manage progress effectively.
- Users appreciate the **clear visibility into progress tracking** , enhancing strategy execution and team alignment on goals.
- Users value the **supportive team collaboration** of AchieveIt, which enhances accountability and drives measurable results effectively.
- Users commend AchieveIt's **personalized and professional customer support** , greatly enhancing their strategic planning experience and outcomes.

##### Cons

- Users find **limited customization** options frustrating, impacting their ability to tailor the platform to their specific needs.
- Users find the **dashboard issues** in AchieveIt overwhelming for new users, hindering a smoother experience.
- Users find the **learning curve steep** , especially for newcomers and team members transitioning to AchieveIt.
- Users find AchieveIt to have a **not intuitive interface** , with modifications and integrations requiring extra effort.
- Users find **poor integration** with Excel and other platforms a significant barrier, complicating data management and analysis.

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

**["Visual, User-Friendly, and Unmatched Support"](https://www.g2.com/survey_responses/achieveit-review-11320965)**

**Rating:** 5.0/5.0 stars

_— Liza T._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965)

**["User-Friendly with Integration Challenges"](https://www.g2.com/survey_responses/achieveit-review-12078978)**

**Rating:** 4.5/5.0 stars

_— Patrick F._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978)

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

- [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable)
- [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for)

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