# IDU Reviews **Vendor:** IDU **Category:** [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) **Average Rating:** 4.4/5.0 **Total Reviews:** 53 ## About IDU IDU is the FP&A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment — connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning — every methodology, governed in one model. • Forecasting — driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations — multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning — transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting — board-ready reports and dashboards that drill from group total to GL transaction. • AI — the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries — from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's leading FP&A platform. Built for managers. Trusted by finance. ## IDU Pros & Cons **What users like:** - Users value the **ease of budgeting management** in IDU-Concept, enabling quick insights into financial performance. (4 reviews) - Users highlight the **ease of use** of IDU-Concept, appreciating its adaptability and customizable report-building features. (4 reviews) - Users appreciate the **seamless budget management** of IDU-Concept, making financial performance comparison effortless. (3 reviews) - Users value the **reporting efficiency** of IDU-Concept, simplifying report preparation and ensuring accountability with seamless ERP integration. (3 reviews) - Users love the **customizability** of IDU-Concept, enabling tailored reports that suit their business needs perfectly. (2 reviews) - Customization (2 reviews) - Excel Integration (2 reviews) - Team Collaboration (2 reviews) - Tracking Features (2 reviews) - Collaboration (1 reviews) **What users dislike:** - Users find the **capturing of salaries tedious** , which can hinder the overall usability of IDU-Concept. (1 reviews) - Users desire more **customization options** as the current formatting is somewhat limited for their needs. (1 reviews) - Users find the **older versions not user-friendly** , leading to dissatisfaction with the overall experience. (1 reviews) - Users face **refresh issues** due to limited historical data integration, impacting the usability of IDU-Concept. (1 reviews) - Users find the IDU-Concept **slow in adapting to business trends** , negatively impacting its effectiveness and relevance. (1 reviews) ## IDU Reviews ### 1. An effective budgeting tool **Rating:** 4.5/5.0 stars **Reviewed by:** Farai C. | Senior Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** November 29, 2021 **What do you like best about IDU?** The system is user-friendly and makes consolidation of budget to be seamless. **What do you dislike about IDU?** Not so much. The product pretty much has everything needed. **What problems is IDU solving and how is that benefiting you?** The time is saved as the consolidation is done automatically. It allows for multiple restricted access, which enables different depts to work on their own cost centres without interfering with other departments ' figures. ### 2. Comprehensive yet simple **Rating:** 5.0/5.0 stars **Reviewed by:** Christiaan P. | Group Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about IDU?** The best aspect of IDU is the way it allows you to see any financial performance against budget in summary or detail in an instance. **What do you dislike about IDU?** No dislikes, but if you use a local version of IDU then its more of a hindrance. **What problems is IDU solving and how is that benefiting you?** Having one version of the truth when it comes to budgets/version control. ### 3. he system demonstrates strong potential to address many of the challenges we currently face. **Rating:** 4.5/5.0 stars **Reviewed by:** Richard S. | Bu Management and Project Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** They have shown a genuine commitment to understanding both the individuals involved and the broader business context. Their approach is highly personalized, ensuring that our specific operational needs are taken into account at every step. **What do you dislike about IDU?** I have no comment at this stage as we are in the implementation phase. **What problems is IDU solving and how is that benefiting you?** Manual nature of budgeting ### 4. Wow - Just Wow! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Construction | Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** One version of the truth . So often we have version control in spreadsheet versions. IDU has seamless integration into our ERP , to consolidate and report making reviews and drill downs simple. This has assisted us to place accountability to operational managers as they have access to their numbers daily. **What do you dislike about IDU?** There is little to dislike. The only suggestion would be mpre customizable formatting options. **What problems is IDU solving and how is that benefiting you?** Consolidation , and interrogation of financial reporting as well as simultaneously satisfying the requirements of management reporting ### 5. Proactive consultants **Rating:** 5.0/5.0 stars **Reviewed by:** Thomas M. | Cost Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** The team support in terms of closing out any issues experienced. IDU allows clients to continuously improve the system in comparison to individual companies **What do you dislike about IDU?** User friendliness on the older versions was not satisfactory. **What problems is IDU solving and how is that benefiting you?** Projects budgeting which was depreciating soon as you capture the expenses so that is a positive outcome ### 6. Best budgeting and reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** IDU reporting module makes the preparation of managements account reports more easier and the budgeting tool is user friendly too **What do you dislike about IDU?** There is nothing to dislike about IDU just that you have to keep up with their system changes **What problems is IDU solving and how is that benefiting you?** Allows users to capture their budget requests using the budgeting tool ### 7. Great forecasting and modelling tool **Rating:** 4.0/5.0 stars **Reviewed by:** Lerato K. | Business Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 23, 2025 **What do you like best about IDU?** I like the excel reporting function. Gone are the days where we are constantly building reports on excel and fighting with workbook links **What do you dislike about IDU?** Maybe improved turnaround time on support **What problems is IDU solving and how is that benefiting you?** Forecasting on excel. Efficiency and better level of accuracy ### 8. IDU Simplicity in everything **Rating:** 5.0/5.0 stars **Reviewed by:** Piet S. | Financial Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** Best budgeting system we ever used. Easy to use and adaptability. **What do you dislike about IDU?** Slow in keeping up with the business trend **What problems is IDU solving and how is that benefiting you?** Budgeting and forecasting the cost for the business ### 9. IDU is a very easy sytsem to use with tha ability to build custom reports **Rating:** 4.5/5.0 stars **Reviewed by:** Keabetsoe K. | Management Accountant, Enterprise (> 1000 emp.) **Reviewed Date:** October 22, 2024 **What do you like best about IDU?** I love that we can build reports that we want in a view that is best suited for us as a business. **What do you dislike about IDU?** The capturing of salaries is a tedious exercise **What problems is IDU solving and how is that benefiting you?** IDU allows us to have a consolidated view of our Income statement and produce reports to the business that are easy to understand ### 10. Ease of use and customisation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Mid-Market (51-1000 emp.) **Reviewed Date:** May 22, 2025 **What do you like best about IDU?** The ease of use and vast capabilities and customisation **What do you dislike about IDU?** Limited historical Data intergration refresh **What problems is IDU solving and how is that benefiting you?** Streaming the management reporting process and ease of budgeting ### 11. EVERGREEN LIFESTYLE VILLAGES REVEIW OF IDU **Rating:** 5.0/5.0 stars **Reviewed by:** Dylan P. | Small-Business (50 or fewer emp.) **Reviewed Date:** November 07, 2023 **What do you like best about IDU?** IDU-Concept radically simplifies the budgeting process and allows responsibility to rest with the correct people. It fundamentally changes the budgeting process. **What do you dislike about IDU?** The Administrator functions are not intuitive, however if sufficient time is invested in setting up the system it does become easier. **What problems is IDU solving and how is that benefiting you?** IDU-Concept has allowed me to place the responsibility of creating budgets and forecasts with the correct people. Historically the entire budgeting process was the responsibility of the finance team, now the responsibility is share with the operating team and end-users of the budgets. ### 12. IDU helped a lot to visualise my actual vs budget spend for different branches. **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Accounting | Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2023 **What do you like best about IDU?** The best is that it links directly to our ERP system, and that we can split the reporting into different branches and limit branch manager visibility to their own branch. **What do you dislike about IDU?** Uploading budgeted figures is a confusing process. I can thus not just adjust budgeted amounts throughout the year when updates want to be made on single items. **What problems is IDU solving and how is that benefiting you?** Branch managers now have visibility of their branch performance. Both top and bottom line. This helps as they can now measure their own performance and manage their own budgets on a continuous basis. This is very important as bonuses are based on this performance. ### 13. IDU is a great budgeting and reporting tool **Rating:** 5.0/5.0 stars **Reviewed by:** Hlonelwa M. | Financial Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 12, 2022 **What do you like best about IDU?** I like the budgeting function of IDU. Ever since using IDU, budgeting has been more efficient. It has functionalities that you can standardise to ensure consistency among departments/companies. You can have explanations of the exact details of the elements that one is budgeting for, so you have all the detail relating to budget easily accessible. Anything shortcomings in the current budgeting tool that you are using, IDU has the solution. It can integrate with our accounting system. **What do you dislike about IDU?** There is nothing that I dislike about IDU. **What problems is IDU solving and how is that benefiting you?** We initially used IDU as just a budgeting tool, we now use the Reporting function of IDU. So you now have your reporting information all centralised in one package. As all the data is in IDU we use IDU for board reporting. IDU has resolved the challenge of having to use different systems, yet the information( data warehouse ) is the same. So you just access only IDU for your budgeting and actual results ### 14. EASY BUDGETING **Rating:** 4.5/5.0 stars **Reviewed by:** Natashia N. | Financial Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** July 07, 2022 **What do you like best about IDU?** I like that Idu is user-friendly both financial and non-financial users can do budgets and reporting as it is easy to understand. As an administrator, I like that the imports tell you exactly where the errors are in your import files when importing the budgets so that they can be fixed timelessly. **What do you dislike about IDU?** What I dislike is the changes to the cost centre structure in changes in the historic data. **Recommendations to others considering IDU:** Idu is the best reporting and budgeting system that I have used. It makes Reporting and budgeting less stressful. It helps Finance to be more efficient and flexible and adaptable. **What problems is IDU solving and how is that benefiting you?** Idu has helped me to streamline my Budget for the budget owners and has reduced the reports that need to be sent out monthly to the business. The managers can review the results in Idu monthly. **Official Response from Rochelle Reid:** > Hi Natashia Thank you so much for taking the time to write this review for us, we do appreciate your feedback. So glad that IDU is making your job easier and streamlining your budgeting and reporting for your non-financial users. We think we can solve the issue you are having with the changes to the historic data. I have informed your consultant about this, and he will be in touch with you to resolve this. Kind regards The IDU Team ### 15. Strongly recommend **Rating:** 4.5/5.0 stars **Reviewed by:** Beverley O. | Lead Financial Analyst / Financial Analysis Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** June 27, 2022 **What do you like best about IDU?** accuracy and ease of budgeting across many users **What do you dislike about IDU?** Slicing and dicing across accounts and cost centres is limited to either a cost centre view or an account view, a more dynamic selection of information would enable more robust analytics **What problems is IDU solving and how is that benefiting you?** solves the reliance on excel resulting in only one version of the final budget which is visible and accessible to all users creating a culture of ownership with improved performance **Official Response from Rochelle Reid:** > Dear Beverley Thank you so much for taking the time to write a review of your experience with idu-Concept. We are so glad that it has improved the accuracy and ease with which you do your budgets. We have noted your "dislike" and we are confident that this can be solved using the IDU Third Dimension functionality. Your IDU Consultant will be in touch with you shortly to assist with setting this up for you. Thanks again. The IDU Team ### 16. The IDU Experience **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Telecommunications | Mid-Market (51-1000 emp.) **Reviewed Date:** August 04, 2022 **What do you like best about IDU?** It's easy to use and follow, and information is organized in a way that makes sense and can give answers quickly **What do you dislike about IDU?** So far the only challenge is referring to the training manual to check how something is done. We will upgrade to get the training videos **What problems is IDU solving and how is that benefiting you?** Fast & accurate Decision Making, Decision Makers now have full access to their budget and to see the spend ### 17. Seamless and Efficient **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 09, 2022 **What do you like best about IDU?** It's a user-friendly system and easy to navigate. **What do you dislike about IDU?** I possibly need more training as I struggled with some of the functionality. **Recommendations to others considering IDU:** It is one of the best Budgeting systems I've worked on in my career. **What problems is IDU solving and how is that benefiting you?** A better budgeting process, less time consuming and quicker results. ### 18. Review of IDU **Rating:** 5.0/5.0 stars **Reviewed by:** Sandeepa S. | Corporate Financial Manager, Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2021 **What do you like best about IDU?** Data is accurate and integrates daily with our ERP system **What do you dislike about IDU?** It is sometimes a bit complex to understand IDU language however I am new to the administration of IDU **What problems is IDU solving and how is that benefiting you?** I am solving the challenge of manual reporting and duplication of work ### 19. IDu - Financial Reporting and Budgeting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Food & Beverages | Small-Business (50 or fewer emp.) **Reviewed Date:** June 10, 2021 **What do you like best about IDU?** Web-based interface, only accessible with VPN and one-time sign-in. Great features but the speed at which you can access the detail is it's best feature. **What do you dislike about IDU?** The ability to stack or consolidate cost centres in one entity quickly is challenging. **What problems is IDU solving and how is that benefiting you?** Monthly management account inquiries can be answered in real-time ### 20. idu-Concept Budgeting & Reporting tool **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Higher Education | Enterprise (> 1000 emp.) **Reviewed Date:** June 10, 2020 **What do you like best about IDU?** Web-based therefore easily accessible via vpn secured connection. The interface is user friendly and provides all information in a central space. User can easily export budgeting/reporting information, as well as import larger amounts of budget input. Supporting documentation can be uploaded in any file format. **What do you dislike about IDU?** Line Item detail for reporting is currently only at cost center level - would like to access this by group **What problems is IDU solving and how is that benefiting you?** Agile budgeting - moving away from Excel spreadsheets. Easy and minimal user input. Quicker budget input translates to time-saving, so that focus can be on analysis of the budget. Immediate presentation to stakeholders - without the need to download and manipulate in Excel. ### 21. Amazing budgeting solution **Rating:** 4.5/5.0 stars **Reviewed by:** Sivegan N. | Enterprise (> 1000 emp.) **Reviewed Date:** June 23, 2020 **What do you like best about IDU?** I love the breadth of capability the software has to offer in conjunction with it’s ease of use. **What do you dislike about IDU?** It would be hard to fault the solution in many areas, but perhaps I would like to see more prebuilt integration capability with Oracle software and more robust reporting functionality. **Recommendations to others considering IDU:** None **What problems is IDU solving and how is that benefiting you?** Has enabled group wide budgeting and forecasting competency across financials and workforce. Created an efficient and conformed manner in which to plan across the business. ### 22. Very user friendly and useful **Rating:** 4.5/5.0 stars **Reviewed by:** Moses H. | Management Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** June 10, 2020 **What do you like best about IDU?** The reports are readily available and ready to use when needed. **What do you dislike about IDU?** Not being able to delete or replace an old employee number on admin **Recommendations to others considering IDU:** I highly recommend and organization, big or small to consider implementing IDU **What problems is IDU solving and how is that benefiting you?** I help me produce timely variance reports that is useful to influence decisions ### 23. More than just budgeting **Rating:** 4.0/5.0 stars **Reviewed by:** Clive S. | Financial Control Manager, Oil & Energy, Mid-Market (51-1000 emp.) **Reviewed Date:** September 02, 2019 **What do you like best about IDU?** The IDU solution is an amazingly rich environment that is constantly evolving. It offers our users the ability to budget in a controlled decentralized manner that improves levels of ownership and shortens the entire process. Based on the the size of organization, the skill set available and the time and effort that can be dedicated to the process IDU is versatile enough to accommodate our requirements. On top of this is the reporting layer which can interface with our ERP data and bring an additional dimension of business intelligence combined with budget assumptions. For me the integration of custom excel reports, specific to my organization is critical and done exceptionally well in IDU. Payroll and headcount is also something that is managed well in IDU. The team at IDU have a good business and finance understanding and really spend time understanding the specifics of your organization to deliver a solution that is fit for purpose. **What do you dislike about IDU?** The level of detail and depth in the tool can sometimes make it seem daunting for new users to be on boarded and more time needs to be dedicated to the change management process. Some of the setup can be complex like creating reallocation cycles and some activity based budgeting setup. If you want to use this functionality you really need a resource dedicated to understanding this part of the tool well. Setting up new integrated excel report queries requires IDU assistance but once done they are easy to use. The tool is really designed for a bottom up approach so top down inputs in the budgeting are difficult to integrate if not planned well. **Recommendations to others considering IDU:** The tool has a lot of depth and options, find the right balance for your organization in terms of what you can manage. Going to the greatest level of detail is possible but requires a lot time and effort from the organization that considers budgeting a finance job and can lead to frustration. Plan for top down inputs into the process, it's going to happen :-) **What problems is IDU solving and how is that benefiting you?** Proper unit margin and headcount budgeting is now possible with IDU. We can view the budgets at varying levels from cost center to business channel to organization. We can drill into specific costs to highlight anomalies and the reports/analytics help in presentations. We can also interrogate actual data through the tool for users that don't have ERP access. ### 24. Very Satisfied. **Rating:** 4.5/5.0 stars **Reviewed by:** Jimmy G. | Group Management Accountant, Farming, Mid-Market (51-1000 emp.) **Reviewed Date:** August 30, 2019 **What do you like best about IDU?** User can access the system from their own PC's and capture budgets in real time on the same platform. No need to struggle collating data from a multitude of spreadsheets manually. IDU empowered us in a big way by building customized macro spreadsheets to upload our weekly calculated fruit volumes, sales revenue and distribution costs, production labour and material phasing etc. directly into the database, splitting costs and revenue directly back to the relevant profit centres by way of some array calculations in the background that took us days to do in the past. IDU enabled us to complete our budget process much faster and more efficiently than we could do on spreadsheets. **What do you dislike about IDU?** We need to assign/relate profit centres to the gl accounts before the two dimensions can be used together. Our underlying profit centres structure changes often which can be a bit onerous to maintain on the system. Most companies will not have this issue. **What problems is IDU solving and how is that benefiting you?** Apart from the vast improvement on budgeting, our weekly fruit volume forecasting ismuch improved by the use of customised spreadsheets. We can easily feed updated estimates into the system from each farm. Dowwnload them into the sales template, recalculate harvest and distribution weekly costs and feed back into the system to produce figured needed for weekly cash flow and margin forecasting. ### 25. Changed the way we approach budgeting **Rating:** 5.0/5.0 stars **Reviewed by:** Hayley H. | General Manager Finance & Corporate, Mid-Market (51-1000 emp.) **Reviewed Date:** March 25, 2019 **What do you like best about IDU?** With all staff able to concurrently access individual project areas within idu-Concept and either review results, set budgets or make changes our 'budget setting season' is less stressful for all and reduces the time needed for the process. The ability to assign access to specific areas of the budget to specific staff means we can have staff at all levels taking accountability for their areas. Using idu-Concept has streamlined our overall budgeting process, and allows non-finance staff to access their areas, interrogate costs and understand how they are tracking against budget without having to request reports from Finance or wait for excel workbooks to be updated. **What do you dislike about IDU?** The reporting side of idu-Concept could be enhanced to enable easier report extract and customisation by staff. We have also found creation of custom reports is quite complicated. **What problems is IDU solving and how is that benefiting you?** idu-Concept allows real-time, up to date analysis against budget enabling all divisional managers to track their progress and thus reduces month end reporting processes as managers are able to review their results at anytime in the month. Pressures on finance staff is also reduced as non-finance staff can access their information direct from idu-Concept whereas previously they had to request detailed reports from Finance. A significant change in day to day operation in comparison to the excel macro workbooks of the past! ### 26. Great reporting functions **Rating:** 4.5/5.0 stars **Reviewed by:** Onica G. | Financial accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 14, 2019 **What do you like best about IDU?** Various type of reports available for whatever the need. It is easy to compare, view and analyse figures. I like the easy import function. **What do you dislike about IDU?** It is difficult to quickly print directly from IDU. When expanding on different overheads, it is sometimes confusing for users to go back to income statement page (not knowing to press on the little blocks with green arrow to go 'back'.) Users gets confused and close the entire tab. When adjusting column sizes, it does not remain the size it was adjusted to. I would like to choose the default page (like actuals) when opening IDU. ☺ **Recommendations to others considering IDU:** I cannot (and don't want to) imagine life of budgeting/forecasting/reporting without IDU. **What problems is IDU solving and how is that benefiting you?** Actual figures, reports, budgets, etc are always accessible for users, they do not have to rely on accountant to send it ongoing. Different branches/departments can be set up for specific users, and comparative figures are easy to view. ### 27. Good service from IDu **Rating:** 3.0/5.0 stars **Reviewed by:** Natashia N. | Natashia Naidoo, Enterprise (> 1000 emp.) **Reviewed Date:** September 10, 2018 **What do you like best about IDU?** Financial Budgeting and reporting Model is user friendly. The functionality to drill down to the details of the transactions gives management more information at their finger tips . The ability to export reports into excell for the users. The fact that all the information required is availible in one system , financial and non financial. It easy to effect changes on the forecast and keep track of the changes with the notes so that all users are aware. **What do you dislike about IDU?** Setting up of user access in every fiscal set and layout setups . The moving of cost centres have to be done for the user in every set , this is time consuming especiall if there are alot of cost centres. There layout sets - it would be nice to have notes on how to set up different layouts. Manages have requested a Dash board , there are no notes as to how to set this up . The printing of from the screen, the entire page doesnt print . **Recommendations to others considering IDU:** it is a user friendly tool, gives the required information , saves time and is efficient and also intergrates into other financial reporting systems. **What problems is IDU solving and how is that benefiting you?** Asset reporting , all assets are verified by managers in their departments , cuts out the paper work to the Finance team. I have trained my managers in Botswana and Namibia on how to use IDU and they now have acess to the financial information which helps my team to work more effeciently. ### 28. Powerful Excel Reports **Rating:** 4.0/5.0 stars **Reviewed by:** Nguquko N. | Management Accountant, Accounting, Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2019 **What do you like best about IDU?** The Excel reports are customisable to suite entity requirements. The reports that required several downloading then formatting/ merging in excel, now can run on a single go. **What do you dislike about IDU?** The reports can only run for users according to their access rights and does not show the user the access rights at the time of running the report, therefore at first go one may assume that the report is all inclusive. **Recommendations to others considering IDU:** If you have any ERP/ accounting system and do need to analyse data and customize reports, IDU is a great system for that. **What problems is IDU solving and how is that benefiting you?** The IDU budgeting and reporting functionalities enable us to perform multi-matrix views and reports. ### 29. Implementation of budget reporting integrating with Sage 300 PJC **Rating:** 4.5/5.0 stars **Reviewed by:** Vicki B. | Assistant Manager - Finance, Mid-Market (51-1000 emp.) **Reviewed Date:** March 24, 2019 **What do you like best about IDU?** The software has interfaced directly to our job costing software and has provided access to our staff who have now taken ownership of their budgets. The ability to drill down to the financial entries has given a visibility to the actual versus budget results that has been well received by staff at all levels. **What do you dislike about IDU?** The administration side is quite complex.The system has such flexibility that it takes some mastering of all the different areas requiring set up. **What problems is IDU solving and how is that benefiting you?** The monthly Board reporting now can involve all areas of the business simultaneously and has reduced the amount of time required to complete the review of the financials. The annual budget process has input from all levels of management and therefore has greater commitment to the budget from the staff. ### 30. Business Systems Project Analyst **Rating:** 5.0/5.0 stars **Reviewed by:** Cader, P. | Business Systems Project Analyst, Information Technology and Services, Mid-Market (51-1000 emp.) **Reviewed Date:** March 27, 2019 **What do you like best about IDU?** Analytics - Reporting. The support received from the Auckland team and SA team is very good. Yearly meet up gives us an product update and a forum to meet other users. **What do you dislike about IDU?** Reporting Licence restriction. Idu Analytics reporting feature is restricted by IDU users. Cost associated to Reporting Licence can restrict small and NFP organizations from using the analytics? **What problems is IDU solving and how is that benefiting you?** We are in the process of testing out IDU Business intelligence. Showcasing Idu Analytics on O365 SP online. This would help with reaching out to wider audience. ### 31. IDU Budgeting Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Charl O. | Head Finance and Corporate Division (CFO) , Mid-Market (51-1000 emp.) **Reviewed Date:** August 16, 2018 **What do you like best about IDU?** All companies have different needs and requirements when it comes to budgeting. IDU is the complete budgeting system which no company can do without. Budgeting use to be a nightmare especially consolidating the all divisions and branches. **What do you dislike about IDU?** There is not much to dislike however if we could make a suggestion to improve it would have been to increase the "excel functionality", however this is not a big issue as you are able to export into excel if needed. **What problems is IDU solving and how is that benefiting you?** Consolidation of budgets is the biggest benefit. Decreased the budget process tremendously and should see an even bigger improvement as users get more comfortable with the system. “Good is the enemy of great. And that is one of the key reasons why we have so little that becomes great." IDU assisted Hitachi to make that difference. ### 32. Excellent IT partner **Rating:** 4.5/5.0 stars **Reviewed by:** Johan N. | IT Manager, Medical Practice, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2019 **What do you like best about IDU?** Speed of feedback and resolution. Always helpful and accommodating **What do you dislike about IDU?** Nothing they are always helpful and give feedback when required **Recommendations to others considering IDU:** NA **What problems is IDU solving and how is that benefiting you?** Assisting business managers to make good financial decisions ### 33. Easy to use and monitor **Rating:** 5.0/5.0 stars **Reviewed by:** Clinton M. | Financial Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 26, 2019 **What do you like best about IDU?** The ease with which I can see the high level results but then have the ability to drill down to a GL level. Ability to allow users within the business to drill down into their actual expenses to keep track of spending **What do you dislike about IDU?** I can't think of anything material other than users get frustrated at times with clicking through various levels of detail that they don't truly understand, which is required from my side. **What problems is IDU solving and how is that benefiting you?** Reduces the turnaround time for the budget as well as assist with the ongoing monitoring of the budget. Users are also able to keep tabs on their own departments in detail without having to use up the finance departments time in responding to queries. ### 34. Great Budgeting Software **Rating:** 5.0/5.0 stars **Reviewed by:** Katlego T. | Mr., Mid-Market (51-1000 emp.) **Reviewed Date:** February 27, 2019 **What do you like best about IDU?** The fact that its excel based makes it easy to use. The user flexibility and customization makes IDU perfect for reporting. **What do you dislike about IDU?** Still trying to figure out how the CAPEX tracking can work best for our organisation (reporting especially). If IDU can have the ability to assist in CAPEX spend tracking it will be superb. **Recommendations to others considering IDU:** The best budgeting module there is in the industry. Without a doubt. **What problems is IDU solving and how is that benefiting you?** With various departments, IDU has assisted with budgetary control - spend monitoring. Looking forward, we hope to have the managers query financial transactions for more accurate management reporting. ### 35. Making budget and reporting easy, just click and bung **Rating:** 4.5/5.0 stars **Reviewed by:** Letlotlo B. | Junior Accountant, Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2019 **What do you like best about IDU?** Easy to analyze and present to audience Quick to input the data ability import data ability to export the report **What do you dislike about IDU?** I can not think of any thing that i do not like about it, all its goo **What problems is IDU solving and how is that benefiting you?** Reporting and budgeting ### 36. Budgets simplified **Rating:** 4.0/5.0 stars **Reviewed by:** Mohammed H. | Finance Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** October 29, 2018 **What do you like best about IDU?** The flexibility of the system and the authority levels for users. I also like the analytics function. **What do you dislike about IDU?** I have no issues really. I would like there to be one login for the Budgeting and Reporting Module but this is cosmetic. **Recommendations to others considering IDU:** I would recommend it because our entity is very 'fussy' and this system is also working for non-financial employees with ease. **What problems is IDU solving and how is that benefiting you?** We were looking for a real-time system that could tell us how much budget is available before we commit any funds and this system does it. Excel spreadsheets is not no necessary during budget presentations. ### 37. Excellent & user-friendly **Rating:** 4.5/5.0 stars **Reviewed by:** Amanda A. | Senior Management Accountant, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** August 17, 2018 **What do you like best about IDU?** IDU give you the ability to view your financial data in the most effective and simplistic way possible. This software can be used by everyone (including a non-financial user). No more sending out multiple excel files & checking budget excel files; now we have one source, which multiple users can work at the same time & information is trusted (up to the most detailed level). **What do you dislike about IDU?** Fiscal sets are very independent, although you can integrate & synchronize them, I would enjoy a central base where you make & update account information/scructures once and it is copied everywhere. **What problems is IDU solving and how is that benefiting you?** Simple format of Financial reporting for the non-financial users to have information at the tip of their fingers. Ease of budgeting for non-financial users. Analytics model gives you the ability to have have live data in any format all the time. Makes basic reconciliation and data integrity checks very easy. ### 38. Useful tool for budget management **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2019 **What do you like best about IDU?** I like the reporting and analytics as this is what helps me as a manager to develop and manage my budget. **What do you dislike about IDU?** I need to use a mouse to work on IDU if I want the full view. This is not practical. **What problems is IDU solving and how is that benefiting you?** Variance analysis, accruals and managing a budget. ### 39. Schoonbee Landgoed **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Farming | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2019 **What do you like best about IDU?** Forecasting of Budgets makes it easier to determine the direction of the full year values. **What do you dislike about IDU?** The structures is hard work to maintain and this can be automated. **What problems is IDU solving and how is that benefiting you?** Real time projections of budget outcome ### 40. IDU is a great tool for both Financial Budgeting and Financial Reporting. **Rating:** 4.0/5.0 stars **Reviewed by:** Mandilakhe M. | Management Accountant, Non-Profit Organization Management, Mid-Market (51-1000 emp.) **Reviewed Date:** August 08, 2018 **What do you like best about IDU?** IDU is very easy to understand and user-friendly especially for non-finance people. Ever since I started using IDU in 2014 Budget iterations and version controls are more efficient as compared to Excel spreadsheets. **What do you dislike about IDU?** It would be great if one can be able to select multi Cost Centres or different Cost Centre codes at the same time, perhaps an analytics functionality can solve this problem. **What problems is IDU solving and how is that benefiting you?** Managers are making more informed decisions as they have real time access to the financial information of their respective functions. This has resulted in reduced Planning and Operational Inefficiency Variances. ### 41. More than just a budget tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Monty S. | Financial Director, Financial Services, Small-Business (50 or fewer emp.) **Reviewed Date:** June 06, 2018 **What do you like best about IDU?** IDU is not only a great and easy to use budgeting application, but helps drive day to day ownership of business unit or departmental budgets, cost management, revenue growth and variance reporting by the business unit or department leaders. The team behind IDU, and lead by Kevin Philips, have lived and breathed preparing budgets and have an infinite understanding of what the user requires. **What do you dislike about IDU?** Nothing to dislike! Most great products tend to have poor service - not with IDU ... a great team who are customer centric! **What problems is IDU solving and how is that benefiting you?** Our budget, expense analysis, & variance reporting are supported by IDU's CPM. Benefits have been improved efficiency and improved accuracy in preparing budgets and monthly management account reporting. Furthermore, ownership of business unit budgets has been decentralised. ### 42. Excellent software and support **Rating:** 5.0/5.0 stars **Reviewed by:** Clinton M. | Trustee, Education Management, Mid-Market (51-1000 emp.) **Reviewed Date:** June 14, 2018 **What do you like best about IDU?** Can slice and dice the general ledger in any way you wish to get the reporting format you need. The ability to drill down into any number shown. **What do you dislike about IDU?** It can be a bit overwhelming for new users in terms of all the options and the navigation around the package **Recommendations to others considering IDU:** Discuss your requirements with the consultants and get a demo. Chat to others in your industry who have used IDU as they do cover a vast number of industries. **What problems is IDU solving and how is that benefiting you?** Ability to see up to date information regarding expenses compared to the budget. Massive help having the IDU Analytics when it comes to reporting ### 43. Seems easy to use **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Enterprise (> 1000 emp.) **Reviewed Date:** March 01, 2019 **What do you like best about IDU?** idu seems like a relatively easy to understand and very user friendly budgeting tool. **What do you dislike about IDU?** Haven't found any yet. I haven't used it yet but will start in the near future. **Recommendations to others considering IDU:** Ease of understanding and user friendly **What problems is IDU solving and how is that benefiting you?** Moving away from doing budgeting on spreadsheets which is a tedious exercise. ### 44. informative **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 01, 2019 **What do you like best about IDU?** The consolidation aspect of aggregating all cost centres into one budget **What do you dislike about IDU?** The dashboard doesn't provide instant decision making summary analytics **What problems is IDU solving and how is that benefiting you?** one platform for all different cost centres without providing different budget reports for consolidation ### 45. University of Johannesburg **Rating:** 5.0/5.0 stars **Reviewed by:** Tommie R. | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2018 **What do you like best about IDU?** Simple, efficient and short implementation required, on-site with client involved every step of the way. This also served as "training" and knowledge transfer on how the system operates and how it should be maintained. We find their helpdesk to be one of their biggest strengths, with efficient client specific assistance almost immediate. The possibility of multiple, different, structures, both for reporting and budget presentation is something to first grasp, but it is very powerful. **What do you dislike about IDU?** Not much to dislike, some newly added functionality that does not form part of the standard package could be a costly add-on. **What problems is IDU solving and how is that benefiting you?** Single platform for budget capture, submission and review, with instant consolidation of business units. Multiple structures available for different reporting structures and views. ### 46. IDU in Residential Property **Rating:** 5.0/5.0 stars **Reviewed by:** Prosper M. | Chief Financial Officer, Real Estate, Mid-Market (51-1000 emp.) **Reviewed Date:** September 30, 2018 **What do you like best about IDU?** IDU is a no frills, no fuss, straight system that we use in our company for budgeting and reporting. Its easily understood by both the accountants and the business. **What do you dislike about IDU?** IDU works well for our budgeting and reporting requirements. **Recommendations to others considering IDU:** IDU is an easy to use IT system. **What problems is IDU solving and how is that benefiting you?** Multi year budgeting and Monthly reporting and Board Reporting Quarterly. ### 47. New at this **Rating:** 2.5/5.0 stars **Reviewed by:** Carla F. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about IDU?** The client module. It is straightforward and easy to use. **What do you dislike about IDU?** The admin module. It is not easy to use and easily gets into a mess. **What problems is IDU solving and how is that benefiting you?** Budgeting tool and reporting. We are poised to use it for budgeting for our next cycle but the reporting is still not being used. ### 48. IDU Concept is the best budget , forecasting and providing management accounts tool that we have use **Rating:** 4.5/5.0 stars **Reviewed by:** Cecilia V. | Enterprise (> 1000 emp.) **Reviewed Date:** August 06, 2018 **What do you like best about IDU?** Budgeting - we are a big multi company user and we are able to budget by person for +- 27000 people. Consolidating and building budget structures is a breeze. able to fit into any CRM you may use with real time data all the time. **What do you dislike about IDU?** There is nothing that I dislike very easy to use user friendly system. **What problems is IDU solving and how is that benefiting you?** Consolidation of budgets, reporting ### 49. Helpful and great support **Rating:** 3.5/5.0 stars **Reviewed by:** Dewald G. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 23, 2018 **What do you like best about IDU?** One place, with one version of the truth, and all changes are immediately available in the relevant views. **What do you dislike about IDU?** The detail of the budget break out per line item does not export. Only totals are exported. Also doing different scenarios are challenging in IDU. **What problems is IDU solving and how is that benefiting you?** Budget process is far more efficient and we have given ownership and visibility back to the budget owners. ### 50. User friendly **Rating:** 4.0/5.0 stars **Reviewed by:** Sphindile M. | Enterprise (> 1000 emp.) **Reviewed Date:** September 12, 2018 **What do you like best about IDU?** easy to navigate for all my reports. Comparisons of my reports is simpler **What do you dislike about IDU?** nothing as yet. I started using IDU 2 months ago **What problems is IDU solving and how is that benefiting you?** Comparisons of Actuals, forecast and budget. Makes analysis simpler ## IDU Discussions - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) - [View IDU pricing details and edition comparison](https://www.g2.com/products/idu-idu/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-13+10%3A31%3A02+-0500&secure%5Bsession_id%5D=a50d7b13-f0ba-4c2f-91d5-2519d8f6b811&secure%5Btoken%5D=7f86c332b6075c5afb5ff751bba2752b4840a1ff57a7720dfaddc3ffd051a7c7&format=llm_user) ## IDU Integrations - [ITS Integrator](https://www.g2.com/products/its-integrator/reviews) - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews) ## IDU Features **Budget Creation** - Data Import - Budget Hierarchies - Versioning - Formulas - What-If - Budget Periods **Financial Planning** - Extended Planning - Reporting - Integration **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Agentic AI - FP&A (Financial Planning & Analysis) ** - Proactive Assistance - Decision Making **Financial Insight** - Budgeting - Forecasting - Planning **Budget Management** - Consolidation - Adjustments - Workflows **Data** - Data Visualization - Data Analysis - Custom Reporting - Reporting Templates **Forecasting** - Historical Data - Reforecast - Forecast Types - Rolling Forecasts - AI **Status Communication** - Collaboration - Version Control - Real-Time Data Updates - Scorecards **Analytics** - Variance Analysis - Forecasts Comparison - Forward Looking **Agentic AI - Budgeting and Forecasting** - Natural Language Interaction - Proactive Assistance - Decision Making ## Top IDU Alternatives - [Anaplan](https://www.g2.com/products/anaplan/reviews) - 4.6/5.0 (392 reviews) - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) - 4.4/5.0 (217 reviews) - [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) - 4.3/5.0 (301 reviews)