# Best FP&A Software with Real-Time Data Updates Capabilities

## How Many FP&A Software Products Does G2 Track?

**Total Products under this Category:** 277

### 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
- 277+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for FP&A Software
 ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682)

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

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

**Sponsored**

### 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=215&secure%5Bchosen_at%5D=2026-08-03T01%3A08%3A16Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&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%2Ff%2Freal-time-data-updates%3Fopen_modal_url%3D%252Fproducts%252Fibm-planning-analytics%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffp-a-financial-planning-analysis%25252Ff%25252Freal-time-data-updates%2526source%253Dcategory&secure%5Btoken%5D=565a749e128ee931aa14f5b1fc894cba856e8c72dbc0e5ba5d3da44aaf292751&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Bplanning%2Band%2Banalysis&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

### [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)

### [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:** 368

#### 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)  
407 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/fr/products/workday-adaptive-planning/reviews)

Workday Adaptive Planning offre aux responsables financiers et commerciaux une intelligence décisionnelle illimitée grâce à une planification, une prévision et un reporting alimentés par l'IA. La plateforme connecte des données en direct provenant de toute combinaison de systèmes ERP, RH, CRM, opérationnels et de plateformes de données cloud—qu'ils fonctionnent ou non sur Workday—dans un modèle de planification unique, permettant ainsi aux organisations de voir l'impact des décisions sur l'ensemble de l'entreprise avant de s'engager. La technologie brevetée Elastic Hypercube Technology (EHT) alimente un moteur en mémoire haute performance qui calcule des scénarios complexes et multidimensionnels en temps réel, tandis que l'agent de planification transforme ces modèles en explications et recommandations en langage clair, le tout dans un cadre d'IA responsable, une approche de rétention zéro et une sécurité de niveau entreprise.

**Average Rating:** 4.3/5.0

**Total Reviews:** 379

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

- **Rapports:** 8.1/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.5/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 7.9/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Workday Adaptive Planning?

- **Vendeur:** [Workday](https://www.g2.com/fr/sellers/workday)
- **Site Web de l'entreprise:** www.workday.com
- **Année de fondation:** 2005
- **Emplacement du siège social:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier, Analyste Financier Senior
- **Top Industries:** Logiciels informatiques, Technologie de l'information et services
- **Company Size:** 56% Medium, 32% Large

#### What Do G2 Reviewers Say About Workday Adaptive Planning?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Workday Adaptive Planning, ce qui améliore les activités quotidiennes et la collaboration en équipe.
- Les utilisateurs apprécient l' **efficacité** de Workday Adaptive Planning, rendant les flux de travail plus rapides, plus précis et plus faciles à mettre à l'échelle.
- Les utilisateurs apprécient **l'intégration de la planification financière et de la planification des effectifs** dans Workday Adaptive Planning, ce qui améliore la collaboration et la prise de décision.
- Les utilisateurs apprécient l' **interface flexible et conviviale** de Workday Adaptive Planning, améliorant l'évolutivité et la collaboration entre les équipes.
- Les utilisateurs apprécient la **structure, la flexibilité et la transparence** offertes par Workday Adaptive Planning pour la planification financière et les prévisions.

##### Cons

- Les utilisateurs trouvent que la **complexité des configurations et des intégrations** dans Workday Adaptive Planning peut entraver le bon fonctionnement, surtout pour les nouveaux venus.
- Les utilisateurs trouvent le **processus de configuration et d'intégration complexe** , rendant la saisie de données et la personnalisation lourdes et chronophages.
- Les utilisateurs trouvent le **processus d'intégration et de configuration difficile** , ce qui entraîne une courbe d'apprentissage abrupte et des défis en matière de gestion des données.
- Les utilisateurs remarquent la **courbe d'apprentissage abrupte** avec Workday Adaptive Planning, ce qui affecte l'efficacité initiale et la confiance dans l'utilisation.
- Les utilisateurs trouvent que la **personnalisation difficile** dans Workday Adaptive Planning est chronophage et complexe, surtout pour des besoins uniques.

#### What Are Recent G2 Reviews of Workday Adaptive Planning?

**["Rapports financiers simplifiés avec une puissante intégration Excel"](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13172416)**

**Rating:** 4.0/5.0 stars

_— Robert D._

[Read full review](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13172416)

**["Rationalisez la budgétisation et la prévision avec la collaboration en temps réel"](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-12998611)**

**Rating:** 4.0/5.0 stars

_— Ram K._

[Read full review](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-12998611)

#### What Are G2 Users Discussing About Workday Adaptive Planning?

- [À quoi sert Workday Adaptive Planning ?](https://www.g2.com/fr/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes
- [Workday fait-il de la planification de la main-d'œuvre ?](https://www.g2.com/fr/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote

### [IBM Planning Analytics](https://www.g2.com/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)  
1,690 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

### [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:** 497

#### 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)

**["Effortless Budgeting with Stellar Support"](https://www.g2.com/survey_responses/planful-review-12981881)**

**Rating:** 4.5/5.0 stars

_— Karthik S._

[Read full review](https://www.g2.com/survey_responses/planful-review-12981881)

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

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

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

**Average Rating:** 4.4/5.0

**Total Reviews:** 218

#### How Do G2 Users Rate Prophix Software?

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

#### Who Is the Company Behind Prophix Software?

- **Seller:** [Prophix](https://www.g2.com/sellers/prophix)
- **Company Website:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
572 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Insurance, Construction
- **Company Size:** 56% Medium, 37% Large

#### What Do G2 Reviewers Say About Prophix Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments.
- Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows.
- Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency.
- Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes.
- Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments.

##### Cons

- Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations.
- Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management.
- Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features.
- Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features.
- Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options.

#### What Are Recent G2 Reviews of Prophix Software?

**["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

### [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

### [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

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

La solution experte primée CCH Tagetik permet aux entreprises de grande taille de disposer d'une plateforme d'intelligence stratégique et financière qui permet aux directeurs financiers et à leurs pairs de prendre des décisions plus rapides et mieux informées. Notre plateforme de gestion de la performance d'entreprise (CPM) offre une solution complète, alimentée par l'IA et les données, pour : - Clôture financière et consolidation - Planification étendue (financière et opérationnelle) - Reporting ESG et réglementaire - Fiscalité d'entreprise, y compris la taxe minimale mondiale Avec une IA intégrée, une gouvernance robuste et une architecture ouverte et extensible, CCH Tagetik se connecte parfaitement avec les solutions opérationnelles de premier plan—créant des insights à l'échelle de l'entreprise, stimulant la croissance et aidant les organisations à naviguer dans le changement pour maximiser la valeur aujourd'hui et demain.

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

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

- **Rapports:** 9.5/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.7/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 9.2/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.9/10 (Category avg: 8.4/10)

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

- **Vendeur:** [Wolters Kluwer](https://www.g2.com/fr/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Site Web de l'entreprise:** www.wolterskluwer.com
- **Année de fondation:** 1987
- **Emplacement du siège social:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banque, Assurances
- **Company Size:** 57% Large, 27% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient le **design convivial** de CCH Tagetik, le rendant facile à naviguer et efficace pour les tâches quotidiennes.
- Les utilisateurs soulignent l' **efficacité** de CCH Tagetik, louant son automatisation et son interface conviviale pour simplifier les tâches financières.
- Les utilisateurs sont impressionnés par les **fonctionnalités robustes et conviviales** de CCH Tagetik, qui améliorent l'efficacité et simplifient les processus financiers.
- Les utilisateurs apprécient les **fonctionnalités de reporting puissantes et dynamiques** de CCH Tagetik, permettant un reporting d'entreprise rapide et efficace.
- Les utilisateurs apprécient les fonctionnalités de **gestion de données robustes** de CCH Tagetik, améliorant l'efficacité et la précision des processus financiers.

##### Cons

- Les utilisateurs trouvent que la **au début, mais les fonctions clés deviennent gérables avec de la formation et de l'expérience.**
- Les utilisateurs trouvent l'interface de CCH Tagetik quelque peu complexe, rendant **l'apprentissage difficile** malgré le fait qu'elle soit gérable avec suffisamment de formation.
- Les utilisateurs trouvent que **la configuration initiale et l'interface de CCH Tagetik sont trop complexes** , ce qui entraîne une courbe d'apprentissage abrupte et des inefficacités.
- Les utilisateurs trouvent **la convivialité complexe** , nécessitant un effort substantiel et une formation pour une mise en œuvre et une utilisation efficaces.
- Les utilisateurs trouvent souvent que la **configuration initiale est complexe** , ce qui entraîne une courbe d'apprentissage abrupte qui complique l'intégration.

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

**["CCH Tagetik – Retour d'information personnel"](https://www.g2.com/fr/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

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

**["Planification financière rationalisée avec des fonctionnalités robustes, courbe d'apprentissage abrupte"](https://www.g2.com/fr/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

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

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

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

### [Acterys](https://www.g2.com/products/acterys/reviews)

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

- **Reporting:** 9.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Acterys?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 66% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Acterys for seamlessly integrating and customizing planning processes in Power BI.
- Users value the **seamless connectivity** of Acterys, enabling effortless integration with multiple data sources and tools.
- Users value the **easy integrations** in Acterys, facilitating seamless connections with data sources and enhancing productivity.
- Users appreciate the **intuitive integration with Power BI** and reliable write-back features that save time in planning.
- Users appreciate the **seamless data integrations** in Acterys, facilitating smooth workflows and efficient planning processes.

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

**["Acterys - An innovative solution"](https://www.g2.com/survey_responses/acterys-review-11449495)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/survey_responses/acterys-review-11449495)

**["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/survey_responses/acterys-review-9657795)**

**Rating:** 5.0/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/acterys-review-9657795)

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

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

### [Hubble](https://www.g2.com/fr/products/hubble/reviews)

Pour de nombreux clients de JD Edwards et Oracle EBS, les rapports financiers et opérationnels sont un processus lent et manuel qui dépend trop du soutien de l'informatique. Vous pourriez vous retrouver à lutter avec des mises en page de rapports inflexibles et à passer trop de temps à transférer des données dans des feuilles de calcul, laissant trop peu de temps pour vous concentrer sur l'analyse. Votre équipe s'appuie sur des données en temps réel pour fournir leurs meilleurs rapports aux parties prenantes. Bien qu'il y ait toujours des ralentissements et des interruptions à gérer, votre équipe peut accomplir davantage avec les processus automatisés et l'indépendance vis-à-vis de l'informatique, ainsi que des mises en page de pointe, des modèles et un accès aux données en temps réel, que Hubble fournit. Hubble est une solution de reporting puissante et facile à utiliser qui inclut des options pour le reporting web ou de bureau (ou les deux). Avec une installation rapide et facile, Hubble offre une bibliothèque flexible de 240 modèles de rapports préconstruits, prêts à l'emploi, faciles à créer et à personnaliser. Les clients peuvent réduire les processus de clôture de fin de mois et de fin d'année jusqu'à 50 % avec un outil de reporting et d'analyse tout-en-un pour JD Edwards et Oracle EBS. Accédez à un contenu standard préconstruit couvrant tous les modules JDE et EBS, y compris les comptes fournisseurs, les comptes clients, les immobilisations, le grand livre, les ressources humaines, l'inventaire, le traitement des commandes d'achat, et bien d'autres. Les modèles couvrent les exigences courantes en matière de reporting, y compris les packs de rapports de gestion, les états des résultats, les bilans, les flux de trésorerie, et plus encore. Votre équipe peut exploiter la suite de rapports de Hubble directement prête à l'emploi pour les aider à surmonter les défis liés aux données sans déranger l'informatique.

**Average Rating:** 4.6/5.0

**Total Reviews:** 48

#### How Do G2 Users Rate Hubble?

- **Rapports:** 10.0/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.5/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.9/10 (Category avg: 8.6/10)
- **Planification étendue:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Hubble?

- **Vendeur:** [insightsoftware](https://www.g2.com/fr/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Année de fondation:** 2018
- **Emplacement du siège social:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employés sur LinkedIn®

#### Who Uses This Product?

- **Company Size:** 54% Large, 46% Medium

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

**["Lentilles quotidiennes conviviales et sans tracas, de la commande à la livraison"](https://www.g2.com/fr/survey_responses/hubble-review-12626203)**

**Rating:** 5.0/5.0 stars

_— KeiAsia H._

[Read full review](https://www.g2.com/fr/survey_responses/hubble-review-12626203)

**["Rapport d'aperçu Hubble"](https://www.g2.com/fr/survey_responses/hubble-review-8358189)**

**Rating:** 4.5/5.0 stars

_— Geremie L._

[Read full review](https://www.g2.com/fr/survey_responses/hubble-review-8358189)

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

- [À quoi sert Hubble ?](https://www.g2.com/fr/discussions/what-is-hubble-used-for)

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

Fatigué de laisser l'exécution de plans et d'initiatives clés à des processus manuels ? Et votre gestion de plan nécessite-t-elle de courir après les gens pour des mises à jour, de jongler avec des feuilles de calcul et des informations retardées ? L'utilisation de processus manuels et de systèmes déconnectés impacte les résultats réels en limitant la visibilité, en affectant la responsabilité et en laissant le quotidien prendre le dessus. C'est en partie pourquoi plus de 70 % des plans clés échouent. Mais il existe une meilleure façon... Les leaders stratégiques font confiance à AchieveIt pour connecter, surveiller et exécuter leurs plans et initiatives les plus importants -- améliorant la visibilité, augmentant la responsabilité et favorisant la collaboration. C'est pourquoi tout le monde, des organisations mondiales aux systèmes de santé régionaux, en passant par les agences gouvernementales et plus encore, utilise AchieveIt pour gérer les plans et initiatives clés. AchieveIt est le logiciel de planification stratégique qui identifie et corrige le potentiel inexploité dans votre processus de planification et d'exécution. Transformez les mises à jour manuelles en un processus automatique Au lieu de courir après des mises à jour à des fréquences incohérentes, AchieveIt demande automatiquement (& collecte) des mises à jour de votre organisation -- au moment et à la fréquence de votre choix. Cela augmente la productivité et l'efficacité grâce à des entrées immédiates et des données fraîches. Améliorez la visibilité et la compréhension des progrès Avec des tableaux de bord automatisés et des informations en temps réel, AchieveIt élimine les conjectures et le travail acharné de la prise de décision, permettant à votre équipe de prendre des décisions plus rapides et plus confiantes. Connectez les informations clés à travers les silos Au lieu de s'appuyer sur des systèmes séparés et des mises à jour cloisonnées, AchieveIt connecte et aligne vos équipes pour aider l'organisation à atteindre ses objectifs. Augmentez la responsabilité de l'équipe Au lieu de se demander "qui est responsable de cela encore ?", AchieveIt facilite la compréhension de qui fait quoi -- et quand et pourquoi ils le font -- avec un système clair pour la responsabilité. Améliorez la performance et l'exécution des plans Exécuter des plans stratégiques peut être un défi et un casse-tête. Entre les réunions interminables de mise à jour de statut, les mises à jour manuelles et les données cloisonnées, d'innombrables points de douleur impactent les résultats. AchieveIt facilite la concentration sur vos initiatives à long terme, améliorant les résultats d'exécution.

**Average Rating:** 4.4/5.0

**Total Reviews:** 199

#### How Do G2 Users Rate AchieveIt?

- **Rapports:** 9.1/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.6/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.6/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind AchieveIt?

- **Vendeur:** [AchieveIt](https://www.g2.com/fr/sellers/achieveit)
- **Site Web de l'entreprise:** www.achieveit.com
- **Année de fondation:** 2010
- **Emplacement du siège social:** Atlanta, GA
- **Twitter:** @GoAchieveIt  
10,680 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Assistant exécutif
- **Top Industries:** Soins hospitaliers et de santé, Administration gouvernementale
- **Company Size:** 42% Medium, 36% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent AchieveIt incroyablement **facile à utiliser** , avec un excellent support pour une mise en œuvre et des mises à jour sans heurts.
- Les utilisateurs apprécient la **visibilité claire de l'exécution de la stratégie** , ce qui facilite le suivi et la gestion efficace des progrès.
- Les utilisateurs apprécient la **visibilité claire du suivi des progrès** , ce qui améliore l'exécution de la stratégie et l'alignement de l'équipe sur les objectifs.
- Les utilisateurs apprécient la **collaboration d'équipe solidaire** d'AchieveIt, qui améliore la responsabilité et génère des résultats mesurables de manière efficace.
- Les utilisateurs louent le **support client personnalisé et professionnel** d'AchieveIt, améliorant considérablement leur expérience et leurs résultats en matière de planification stratégique.

##### Cons

- Les utilisateurs trouvent les **options de personnalisation limitées** frustrantes, ce qui affecte leur capacité à adapter la plateforme à leurs besoins spécifiques.
- Les utilisateurs trouvent les **problèmes du tableau de bord** dans AchieveIt accablants pour les nouveaux utilisateurs, ce qui entrave une expérience plus fluide.
- Les utilisateurs trouvent la **, surtout pour les nouveaux venus et les membres de l'équipe qui passent à AchieveIt.**
- Les utilisateurs trouvent qu'AchieveIt a une **interface peu intuitive** , avec des modifications et des intégrations nécessitant un effort supplémentaire.
- Les utilisateurs trouvent que la **mauvaise intégration** avec Excel et d'autres plateformes est un obstacle important, compliquant la gestion et l'analyse des données.

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

**["Visuel, convivial et support inégalé"](https://www.g2.com/fr/survey_responses/achieveit-review-11320965)**

**Rating:** 5.0/5.0 stars

_— Liza T._

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

**["Convivial avec des défis d'intégration"](https://www.g2.com/fr/survey_responses/achieveit-review-12078978)**

**Rating:** 4.5/5.0 stars

_— Patrick F._

[Read full review](https://www.g2.com/fr/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/fr/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable)
- [À quoi sert AchieveIt ?](https://www.g2.com/fr/discussions/what-is-achieveit-used-for)

### [Planning Business Process](https://www.g2.com/fr/products/planning-business-process/reviews)

Oracle Planning and Budgeting Cloud est une solution complète de planification, de budgétisation et de prévision qui permet aux organisations de toute taille d'adopter rapidement des applications de planification de classe mondiale, améliorant la précision des prévisions avec des ressources informatiques minimales.

**Average Rating:** 4.2/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Planning Business Process?

- **the product a-t-il été un bon partenaire commercial?:** 8.2/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planning Business Process?

- **Vendeur:** [Oracle](https://www.g2.com/fr/sellers/oracle)
- **Année de fondation:** 1977
- **Emplacement du siège social:** Austin, TX
- **Twitter:** @Oracle  
827,997 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employés sur LinkedIn®
- **Propriété:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 69% Large, 33% Medium

#### What Do G2 Reviewers Say About Planning Business Process?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient les **capacités d'intégration** et la **flexibilité des modèles personnalisés** offerts par Oracle Planning Cloud.
- Les utilisateurs apprécient les **capacités d'intégration** d'Oracle Planning Cloud, améliorant la flexibilité et tirant parti de son puissant moteur de calcul.

##### Cons

- Les utilisateurs trouvent que les **fonctionnalités limitées** d'Oracle Planning Cloud restreignent l'utilisabilité, en particulier avec l'intégration uniquement Excel de Smartview.
- Les utilisateurs trouvent que la **mauvaise conception de l'interface** est limitante, souhaitant une compatibilité plus large avec les applications modernes comme Google Sheets.

#### What Are Recent G2 Reviews of Planning Business Process?

**["Dans l'ensemble, c'est une très bonne expérience avec le produit EPM."](https://www.g2.com/fr/survey_responses/planning-business-process-review-9008743)**

**Rating:** 4.0/5.0 stars

_— Pavan K._

[Read full review](https://www.g2.com/fr/survey_responses/planning-business-process-review-9008743)

**["Examen EMP"](https://www.g2.com/fr/survey_responses/planning-business-process-review-8640568)**

**Rating:** 4.0/5.0 stars

_— Utilisateur vérifié à Enseignement supérieur_

[Read full review](https://www.g2.com/fr/survey_responses/planning-business-process-review-8640568)

#### What Are G2 Users Discussing About Planning Business Process?

- [À quoi sert Oracle Planning Cloud ?](https://www.g2.com/fr/discussions/what-is-oracle-planning-cloud-used-for)

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- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
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- [Cross-border payments software](/categories/cross-border-payments-software)
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[Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes)

Benefits of FP&A Software with Real-Time Data Updates capabilities include: Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information. 

Below are the top-rated FP&A Software with Real-Time Data Updates capabilities, as verified by G2’s Research team. Real users have identified Real-Time Data Updates as an important function of FP&A Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| 

 | 

Multi-dimensional driver-based planning with real-time calculation

 | 

User Review

"Real-Time, Flexible Modeling That Speeds Up Decision-Making"

 |
| 

 | 

Excel-native budgeting with centralized database control

 | 

User Review

"Revolutionized Budgeting and Reporting with Vena"

 |
| 

 | 

Excel-native consolidation with live ERP integration

 | 

User Review

"Seamless, Faultless Reporting That Makes Work Easier"

 |
| 

 | 

TM1-powered multidimensional planning with Excel integration

 | 

User Review

"Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"

 |
| 

 | 

Linked financial reporting with audit trails

 | 

User Review

"Streamlined Reporting with Excel Integration"

 |
| 

 | 

Multi-ERP consolidation with extensible dimensionality

 | 

User Review

"AVP, Engineering"

 |
| 

 | 

Excel-native FP&A with ERP data automation

 | 

User Review

"Financial Analysis, Budgeting, and Forecasting Made Easy"

 |
| 

 | 

Excel-native consolidation with multi-ERP drill-through

 | 

User Review

"Powerful Forecasting and Excel Live Data That Saves Hours"

 |

* * *

Show More

* * *

## How Do You Choose the Right FP&A Software?

### What You Should Know About FP&A Software

### FP&A Software software buying insights at a glance

[FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. The strongest FP&A platforms back this up with real integration depth into the business tools and workflows finance teams already run — [Datarails](https://www.g2.com/products/datarails/reviews) connects to more than 600 accounting, ERP, CRM, banking, and HRIS systems, [Aleph](https://www.g2.com/products/getaleph/reviews) pulls data through 150+ connectors including NetSuite, HiBob, and Salesforce, and reviewers consistently point to how these connections eliminate manual export-and-reconcile work every close. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making.

Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. That combination is exactly what lets the best FP&A platforms achieve rapid deployment and adoption across finance organizations. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment.

Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership.

Based on G2 reviews, finance and FP&A teams evaluate FP&A software by comparing modeling flexibility, integration depth with ERP and CRM systems, and reporting automation.

### Top 5 FAQs from software buyers:

- How do FP&A software solutions improve financial visibility and planning accuracy?
- What features should teams evaluate when choosing the best FP&A software?
- How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)?
- What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling?
- How scalable is FP&A software for organizations managing multi-entity operations or global teams?

G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews).

### What are the top-reviewed FP&A Software on G2?

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

- Number of Reviews: 214
- Satisfaction: 98
- Market Score: 83
- G2 score: 90

[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

- Number of Reviews: 143
- Satisfaction: 71
- Market Score: 99
- G2 score: 85

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

- Number of Reviews: 163
- Satisfaction: 97
- Market Score: 70
- G2 score: 83

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

- Number of Reviews: 178
- Satisfaction: 93
- Market Score: 68
- G2 score: 80

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

- Number of Reviews: 133
- Satisfaction: 96
- Market Score: 63
- G2 score: 80

Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports))

Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports))

G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports))

Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..))

### What I Often See in FP&A Software

#### Feedback Pros: What Users Consistently Appreciate

- **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning**
- “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review
- **Unified planning with strong scenario analysis and supplier insights**
- “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review
- **Real-time collaboration, audit trails, and unified reporting**
- “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review

#### Cons: Where Many Platforms Fall Short

- **Complex implementation with support dependency and limited bank integrations**
- “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review
- **Complex initial setup with steep learning curve and onboarding challenges**
- “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review
- **High implementation costs with ongoing maintenance and expertise requirements**
- “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review

### My Expert Takeaway on FP&A Software

FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight.

Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes.

Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams.

The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations.

### FP&A Software FAQs

#### **How to use trial versions of FP&A software?**

Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation.

#### **What are the top-rated FP&A tools with forecasting and scenario modeling?**

Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates.

#### **What are the best FP&A solutions for hybrid services and product-based businesses?**

FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework.

#### **What FP&A software is best for a multi-entity, international SaaS company?**

For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems.

#### **What are the affordable FP&A platforms for startups or SMBs?**

Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators.

### Most Popular FAQs

#### Which FP&A software has the best reviews?

Across the category, the most trusted [FP&A software](https://www.g2.com/categories/fp-a-financial-planning-analysis) in user reviews tends to be the platforms that keep finance teams working in familiar spreadsheet logic while adding real structure underneath, reliability that matters just as much to the operations and technology leaders who sign off on these tools as it does to finance.

- [Aleph](https://www.g2.com/products/getaleph/reviews): Carries a strong review base at a near-perfect rating, with actuals pulled straight from systems like NetSuite into a spreadsheet, removing the manual export-and-reconcile work every close cycle.
- [Joiin](https://www.g2.com/products/joiin/reviews): A solid review base backs up consistently high satisfaction, with clear target-versus-actual visuals that stay viewer-friendly across the organization.
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): A large enterprise-focused review base holds a strong rating, with one platform that keeps expanding rather than requiring separate tools bolted together.

#### What is the ROI of AI in financial planning and analysis (FP&A) software?

The clearest ROI signal shows up where AI tools plug directly into existing workflows rather than requiring a separate system to manage.

- [Datarails](https://www.g2.com/products/datarails/reviews): An AI connector added directly to the platform pushes productivity and creativity further, letting finance teams build new reports and enhance data without starting from scratch.
- [Aleph](https://www.g2.com/products/getaleph/reviews): Integrations with AI tools are fast and hassle-free, which keeps the learning curve manageable even for a one-person finance team managing several data sources at once.
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): An AI-driven approach across a single expanding platform gives finance and management teams a clear reason to look forward to what's coming next.

#### What is the typical implementation timeline for FP&A software deployment?

Implementation timelines vary widely in this category, and the pattern isn't simply "faster is better"; it depends on what the organization needs the platform to do.

- [Joiin](https://www.g2.com/products/joiin/reviews): The largest share of reviewers reporting a fast go-live use this platform, with a near-perfect satisfaction score to match.
- [Aleph](https://www.g2.com/products/getaleph/reviews): Also reports a high share of fast implementations, consistent with its spreadsheet-first design requiring less structural setup upfront.
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Reviewers here report some of the longest implementation timelines in the category, yet satisfaction stays high, a sign that organizations choosing it are trading speed for the depth a unified enterprise platform provides.

#### Which FP&A tools best support real-time dashboards for executive reporting?

The platforms that stand out here treat dashboards as a core feature rather than a static export tacked onto a planning model.

- [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews): Highly customizable dashboards deliver real-time reporting and visualization that cover many use cases that would traditionally require a dedicated BI platform.
- [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards help users see different financial statements quickly, with an Excel add-in that keeps the reporting layer familiar for finance teams.
- [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Reports build quickly with drilldown into the details behind the numbers, and daily automatic imports keep executive-facing figures current without manual refreshes.

#### How long does it take to see ROI from FP&A software?

The clearest payoff tends to show up fast, often within the first few months of going live, rather than requiring a long runway before the investment pays off.

- [Aleph](https://www.g2.com/products/getaleph/reviews): Reviewers report being live and able to answer board-level questions with confidence within two weeks of implementation, with planning, budgeting, and reporting workloads cut by roughly half once fully onboarded.
- [Datarails](https://www.g2.com/products/datarails/reviews): Users describe saving the equivalent of close to one full-time employee's worth of effort per month once integrations are in place and running.
- [Joiin](https://www.g2.com/products/joiin/reviews): Reviewers who report a quick go-live also tend to have some of the highest satisfaction scores in the category, indicating that the efficiency benefits begin immediately once the platform is operational rather than after several months.

### Small Business FAQs

#### What is the best FP&A software for startups?

Startups evaluating FP&A tools tend to prioritize something a lean finance function can run without a dedicated system administrator.

- [Aleph](https://www.g2.com/products/getaleph/reviews): Among small business reviewers, it posts one of the strongest satisfaction scores in the category, with QuickBooks, Snowflake, Stripe, and Greenhouse data landing in one trusted layer for a one-person finance team.
- [LiveFlow](https://www.g2.com/products/liveflow/reviews): Strong satisfaction among smaller organizations backs up a tool designed to get real reporting value without a heavy implementation.
- [Martus](https://www.g2.com/products/martus/reviews): High satisfaction scores among small business reviewers pair with support ratings that are the strongest in this data set.

#### Which FP&A software is the most user-friendly for small finance teams?

Ease of use matters most at this stage, since the person building the model is often also the one presenting it to leadership.

- [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Posts strong ease-of-use scores among small business reviewers, letting a small team fetch data and build reports quickly without a steep learning curve.
- [Coefficient](https://www.g2.com/products/coefficient/reviews): Also rates highly on ease of use, keeping the spreadsheet-native workflow small finance teams already know intact.
- [Martus](https://www.g2.com/products/martus/reviews): A strong ease-of-use score is backed by support reviewers rate as the best in the category.

#### Which FP&A tool is easiest to set up for small teams?

Setup speed is one of the more differentiated ratings in this category, and small teams generally do best with something productive well before it needs to prove its worth.

- [LiveFlow](https://www.g2.com/products/liveflow/reviews): Posts some of the strongest setup scores among small business reviewers in this data set.
- [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): A strong setup score pairs with daily automatic data imports that keep the system current without ongoing manual work.
- [Joiin](https://www.g2.com/products/joiin/reviews): A large small-business review base backs up consistently strong setup scores, with mapping and functions that stay under the team's own control.

#### Which FP&A tool is best for small teams that want to stay in spreadsheets?

A distinct pattern in this category is finance teams who want structured planning without giving up the spreadsheet interface they already know.

- [LiveFlow](https://www.g2.com/products/liveflow/reviews): Built to work directly inside existing spreadsheets, rather than asking a small team to learn an entirely new interface.
- [Coefficient](https://www.g2.com/products/coefficient/reviews): Keeps live data connected inside a spreadsheet environment, which matters most for teams that have no interest in switching tools.
- [Aleph](https://www.g2.com/products/getaleph/reviews): Delivers the flexibility of Excel and Sheets while pulling actuals directly from source systems, avoiding the export-and-reconcile cycle small teams usually dread.

### Enterprise FAQs

#### What is best-rated FP&A software for large enterprises?

Within the Enterprise segment of this category, a smaller set of platforms have the review volume from large organizations to back up a strong rating.

- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Carries the largest enterprise review base in this category, holding a strong rating even at that scale.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews): A solid enterprise review base backs up strong satisfaction, with audit trails and access controls that matter more as organization size grows.
- [Anaplan](https://www.g2.com/products/anaplan/reviews): A substantial enterprise review base holds a solid rating, consistent with its reputation for connecting planning across multiple functions on one platform.

#### What is the most reliable FP&A tool for enterprises?

Reliability at this scale tends to come down to support responsiveness, since a large organization needs fast answers when a consolidated model touches many business units at once.

- [Datarails](https://www.g2.com/products/datarails/reviews): Support ratings are the strongest in this data set among enterprise reviewers, even with a smaller enterprise-scale sample so far.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Support scores stay strong across a substantial enterprise review base, consistent with the audit trails and validation checks that reduce manual work.
- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Holds solid support ratings across the largest enterprise review base in the category.

#### Which FP&A platform is best for multi-entity consolidation at enterprise scale?

Large enterprises consolidating many business units need a platform built to unify data across functions, not just roll up numbers from separate spreadsheets.

- [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Purpose-built as a unified platform that keeps expanding to connect departments to one database despite often different reporting needs.
- [Anaplan](https://www.g2.com/products/anaplan/reviews): Dimensional modeling connects planning across multiple functions in a single platform, linking headcount, compensation, and workforce data rather than managing them separately.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Seamless integration with enterprise systems and the ability to generate multiple reports from a single data source support consolidation across many linked documents at once.

#### Which FP&A platform offers the strongest executive reporting at enterprise scale?

At this scale, executive reporting needs to stay accurate and auditable across many contributors, not just visually polished for one team.

- [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Real-time collaboration tools, validation checks, and audit trails keep information current and consistent for stakeholders reviewing linked reports across the organization.
- [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards built on top of an Excel add-in scale up cleanly as more departments feed into the same reporting layer.

### Sources

1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw)
2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports)

Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

**Last updated on March 18, 2026**