# Best Budgeting and Forecasting Software ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 234 ### Category Stats (Jul 2026) - **Average Rating:** 4.48/5 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: July 28, 2026_ ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 13,900+ Authentic Reviews - 234+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for Budgeting and Forecasting Software ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=1401682&focus%5B%5D=160444) Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Aleph, and LiveFlow. Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=getaleph&focus%5B%5D=liveflow) **Sponsored** ### Abacum Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-30T08%3A10%3A43Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=154807&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%3Fopen_modal_url%3D%252Fproducts%252Fliveflow%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fbudgeting-and-forecasting%2526source%253Dcategory&secure%5Btoken%5D=4ee096aceb6efe0b13896eaa1103e89a8b2cdcb27460994189d92c61eaf9db47&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url) ### [Datarails](https://www.g2.com/pt/products/datarails/reviews) Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes. **Average Rating:** 4.6/5.0 **Total Reviews:** 368 #### How Do G2 Users Rate Datarails? - **the product tem sido um bom parceiro comercial?:** 9.2/10 (Category avg: 9.2/10) - **Ajustes:** 8.4/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.5/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind Datarails? - **Vendedor:** [Datarails](https://www.g2.com/pt/sellers/datarails) - **Website da Empresa:** www.Datarails.com - **Ano de Fundação:** 2015 - **Localização da Sede:** New York - **Twitter:** @datarails 1,139 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Diretor Financeiro, Diretor Financeiro - **Top Industries:** Serviços Financeiros, Hospital e Cuidados de Saúde - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Datarails para gerar relatórios e gerenciar dados de forma eficiente. - Os usuários valorizam a **integração nativa com o Excel** , considerando que ela melhora os fluxos de trabalho enquanto garante a governança de dados e a facilidade de uso. - Os usuários elogiam o Datarails por sua **eficiência em relatórios** , permitindo uma agregação de dados sem interrupções e uma gestão financeira simplificada. - Os usuários valorizam a **integração de dados perfeita** no Datarails, melhorando os fluxos de trabalho enquanto garantem precisão e conformidade. - Os usuários valorizam a **eficiência** do Datarails, simplificando processos e melhorando a visibilidade financeira com relatórios automatizados. ##### Cons - Os usuários acham a **dificuldade de aprendizado** desafiadora, especialmente ao lidar com a configuração inicial e resolver problemas dentro do software. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o Datarails, mas o suporte e as atualizações ajudam a facilitar o processo de integração. - Os usuários estão desapontados com **recursos ausentes** no Datarails, limitando sua capacidade de aproveitar totalmente a plataforma. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o Datarails, mas o suporte e as atualizações ajudam os usuários a se adaptarem ao longo do tempo. - Os usuários acham a **complexidade nos processos de backend** do Datarails frustrante, complicando os esforços de rastreamento e solução de problemas de dados. #### What Are Recent G2 Reviews of Datarails? **["Relatórios Sem Costura e Sem Falhas Que Facilitam o Trabalho"](https://www.g2.com/pt/survey_responses/datarails-review-13067556)** **Rating:** 5.0/5.0 stars _— ben ._ [Read full review](https://www.g2.com/pt/survey_responses/datarails-review-13067556) **["Grande economia de tempo para diários, atualizações de TB e listagens de transações instantâneas"](https://www.g2.com/pt/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/pt/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/pt/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### [Anaplan](https://www.g2.com/pt/products/anaplan/reviews) Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 #### How Do G2 Users Rate Anaplan? - **the product tem sido um bom parceiro comercial?:** 8.6/10 (Category avg: 9.2/10) - **Ajustes:** 8.8/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.8/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.6/10 (Category avg: 8.7/10) #### Who Is the Company Behind Anaplan? - **Vendedor:** [Anaplan](https://www.g2.com/pt/sellers/anaplan) - **Website da Empresa:** www.anaplan.com - **Ano de Fundação:** 2006 - **Localização da Sede:** Miami, FL - **Twitter:** @anaplan 21,768 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente, Consultor Sênior - **Top Industries:** Tecnologia da Informação e Serviços, Serviços Financeiros - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham a **facilidade de uso** do Anaplan excepcional, melhorando a colaboração e simplificando o processo de planejamento para todos os tipos de usuários. - Os usuários valorizam a **flexibilidade** do Anaplan, permitindo modelos de planejamento personalizados que se adaptam às suas necessidades de negócios únicas. - Os usuários valorizam a **interface amigável** do Anaplan, que simplifica aplicações de planejamento complexas em diversos casos de uso. - Os usuários valorizam a **eficiência** do Anaplan, permitindo respostas rápidas às necessidades de negócios em mudança com soluções de planejamento integradas. - Os usuários valorizam o Anaplan por suas **capacidades de planejamento fáceis de usar e escaláveis** , aprimorando a tomada de decisões em várias áreas de negócios. ##### Cons - Os usuários criticam o Anaplan por **suporte limitado e altos custos** , além de problemas de desempenho que afetam grandes conjuntos de dados e análises. - Os usuários expressam preocupações sobre **recursos ausentes** como APIs públicas e visualização de dados deficiente, impactando a usabilidade geral. - Os usuários acham a **curva de aprendizado íngreme** ao dominar o Anaplan, necessitando de tempo e expertise significativos para um uso ideal. - Os usuários enfrentam **problemas de desempenho** com o Anaplan, particularmente tempos de carregamento longos durante cálculos complexos e limitações de espaço de trabalho. - Os usuários encontram uma **falta de recursos** no Anaplan, sentindo que ferramentas essenciais estão ausentes ou atrás de paywalls. #### What Are Recent G2 Reviews of Anaplan? **["Modelagem em Tempo Real e Flexível que Acelera a Tomada de Decisões"](https://www.g2.com/pt/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/pt/survey_responses/anaplan-review-12715706) **["Uma Plataforma de Planejamento Flexível para Uso Empresarial"](https://www.g2.com/pt/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/pt/survey_responses/anaplan-review-12927992) #### What Are G2 Users Discussing About Anaplan? - [Para que é usada a Fluence Technologies?](https://www.g2.com/pt/discussions/what-is-fluence-technologies-used-for) - 1 comment - [Como o Anaplan é diferente?](https://www.g2.com/pt/discussions/how-is-anaplan-different) - 6 comments - [O Anaplan é bom?](https://www.g2.com/pt/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/pt/discussions/what-database-does-anaplan-use) - 3 comments - [O que é o software Anaplan?](https://www.g2.com/pt/discussions/what-is-anaplan-software) - 4 comments ### [Vena](https://www.g2.com/pt/products/vena/reviews) Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases. **Average Rating:** 4.5/5.0 **Total Reviews:** 472 #### How Do G2 Users Rate Vena? - **the product tem sido um bom parceiro comercial?:** 9.1/10 (Category avg: 9.2/10) - **Ajustes:** 8.9/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 9.0/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.9/10 (Category avg: 8.7/10) #### Who Is the Company Behind Vena? - **Vendedor:** [Vena Solutions](https://www.g2.com/pt/sellers/vena-solutions) - **Website da Empresa:** www.venasolutions.com - **Ano de Fundação:** 2011 - **Localização da Sede:** Toronto - **Twitter:** @venasolutions 1,347 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financeiro Sênior, Analista Financeiro - **Top Industries:** Tecnologia da Informação e Serviços, Contabilidade - **Company Size:** 64% Medium, 20% Large #### What Do G2 Reviewers Say About Vena? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham o Vena **fácil de usar** , graças à sua interface intuitiva e criação de relatórios sem complicações. - Os usuários valorizam a **integração perfeita com o Excel** da Vena, melhorando a facilidade de uso e a gestão eficiente de FP&A. - Os usuários valorizam a Vena por sua **única fonte de verdade** e flexibilidade nos processos de orçamento, previsão e relatórios. - Os usuários apreciam a **interface de usuário intuitiva** da Vena, tornando a gestão financeira direta e tranquilizadora para todas as partes interessadas. - Os usuários elogiam a Vena por suas **capacidades de relatório eficientes** , otimizando o planejamento financeiro e melhorando significativamente a análise de dados. ##### Cons - Os usuários acham a **dificuldade de aprendizado** do Vena desafiadora inicialmente, mas o suporte ajuda a facilitar o processo. - Os usuários acham a **curva de aprendizado desafiadora** , especialmente ao configurar modelos e navegar por processos avançados. - Os usuários acham a **curva de aprendizado íngreme** do Vena desafiadora, especialmente durante a configuração inicial e os processos avançados. - Os usuários acham a **curva de aprendizado difícil** do Vena desafiadora inicialmente, muitas vezes exigindo tempo e suporte para superar. - Os usuários experimentam **tempos de carregamento lentos** com o Vena, especialmente com grandes conjuntos de dados e modelos padrão, afetando a eficiência. #### What Are Recent G2 Reviews of Vena? **["Orçamentação e Relatórios Revolucionados com Vena"](https://www.g2.com/pt/survey_responses/vena-review-12854573)** **Rating:** 4.5/5.0 stars _— Akshit M._ [Read full review](https://www.g2.com/pt/survey_responses/vena-review-12854573) **["Solução Infinita para Profissionais de Finanças"](https://www.g2.com/pt/survey_responses/vena-review-9663699)** **Rating:** 5.0/5.0 stars _— Mohamed S._ [Read full review](https://www.g2.com/pt/survey_responses/vena-review-9663699) ### [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 373 #### How Do G2 Users Rate Workday Adaptive Planning? - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Workday Adaptive Planning? - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday 52,273 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website) 24,145 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 32% Large #### What Do G2 Reviewers Say About Workday Adaptive Planning? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. ##### Cons - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **["Streamlined Financial Reporting with Powerful Excel Integration"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13172416)** **Rating:** 4.0/5.0 stars _— Robert D._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13172416) **["Streamlines Budgeting and Forecasting with Real-Time Collaboration"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)** **Rating:** 4.0/5.0 stars _— Ram K._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### [IBM Planning Analytics](https://www.g2.com/pt/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 #### How Do G2 Users Rate IBM Planning Analytics? - **the product tem sido um bom parceiro comercial?:** 8.3/10 (Category avg: 9.2/10) - **Ajustes:** 9.1/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.8/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind IBM Planning Analytics? - **Vendedor:** [IBM](https://www.g2.com/pt/sellers/ibm) - **Website da Empresa:** www.ibm.com - **Ano de Fundação:** 1911 - **Localização da Sede:** Armonk, New York, United States - **Twitter:** @IBMSecurity 74,660 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financeiro - **Top Industries:** Tecnologia da Informação e Serviços, Serviços Financeiros - **Company Size:** 51% Large, 36% Medium #### What Do G2 Reviewers Say About IBM Planning Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários destacam a **eficiência aprimorada** do IBM Planning Analytics, otimizando a análise de dados e minimizando tarefas manuais. - Os usuários valorizam a **eficiência de planejamento** do IBM Planning Analytics, melhorando a gestão de dados e simplificando os processos de orçamento. - Os usuários valorizam os **fortes recursos de visualização de dados** que simplificam a análise de dados complexos para decisões financeiras informadas. - Os usuários apreciam a **precisão das previsões** do IBM Planning Analytics, capacitando-os a tomar decisões baseadas em dados de forma eficiente. - Os usuários apreciam a **interface amigável** do IBM Planning Analytics, permitindo modelagem eficiente e análise de dados em tempo real. ##### Cons - Os usuários acham a **curva de aprendizado desafiadora** , especialmente com a interface complexa e a configuração inicial do IBM Planning Analytics. - Os usuários enfrentam uma **dificuldade de aprendizado desafiadora** com o IBM Planning Analytics, especialmente durante a configuração inicial e integração. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o IBM Planning Analytics, muitas vezes achando-o complexo e pouco intuitivo para novos usuários. - Os usuários acham a **complexidade** do IBM Planning Analytics desafiadora, especialmente durante a configuração inicial e a navegação para os novatos. - Os usuários acham a **curva de aprendizado difícil** desafiadora, especialmente para novos usuários que navegam por recursos e fluxos de trabalho complexos. #### What Are Recent G2 Reviews of IBM Planning Analytics? **["Planejamento e Previsão Poderosos com Atualizações Rápidas e Integração Suave com Excel"](https://www.g2.com/pt/survey_responses/ibm-planning-analytics-review-12648783)** **Rating:** 4.5/5.0 stars _— Himanshu J._ [Read full review](https://www.g2.com/pt/survey_responses/ibm-planning-analytics-review-12648783) **["Robusto, Eficiente, mas Complexo para Novos Usuários"](https://www.g2.com/pt/survey_responses/ibm-planning-analytics-review-12802559)** **Rating:** 4.0/5.0 stars _— Jeanpierre L._ [Read full review](https://www.g2.com/pt/survey_responses/ibm-planning-analytics-review-12802559) #### What Are G2 Users Discussing About IBM Planning Analytics? - [Para que é usado o IBM Planning Analytics com Watson?](https://www.g2.com/pt/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/pt/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/pt/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/pt/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/pt/discussions/how-do-i-use-ibm-planning-analytics) ### [Planful](https://www.g2.com/pt/products/planful/reviews) Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 496 #### How Do G2 Users Rate Planful? - **the product tem sido um bom parceiro comercial?:** 8.8/10 (Category avg: 9.2/10) - **Ajustes:** 8.1/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.4/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Planful? - **Vendedor:** [Planful](https://www.g2.com/pt/sellers/planful) - **Website da Empresa:** www.planful.com - **Ano de Fundação:** 2000 - **Localização da Sede:** San Francisco, CA - **Twitter:** @Planful 7,546 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financeiro, Analista Financeiro Sênior - **Top Industries:** Software de Computador, Hospital e Cuidados de Saúde - **Company Size:** 48% Medium, 45% Large #### What Do G2 Reviewers Say About Planful? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários elogiam a **facilidade de uso** do Planful, destacando seu design intuitivo e a mínima dependência de suporte de TI. - Os usuários valorizam as **capacidades de relatórios simplificadas** do Planful, aumentando a eficiência e permitindo uma análise estratégica. - Os usuários apreciam a **eficiência de relatórios simplificada** do Planful, aumentando o foco na análise estratégica e na eficácia operacional. - Os usuários valorizam as **capacidades de automação** do Planful, simplificando o gerenciamento de dados e aumentando a eficiência da análise financeira. - Os usuários valorizam o Planful por sua **gestão centralizada de dados** e facilidade de uso, melhorando a integração e a colaboração em equipe. ##### Cons - Os usuários enfrentam uma **curva de aprendizado acentuada** com o Planful, tornando a implementação inicial e o entendimento bastante desafiadores. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o Planful, complicando a configuração inicial e o entendimento para novos adotantes. - Os usuários observam uma falta de **recursos de relatórios e painéis** , dificultando sua capacidade de gerenciar efetivamente o armazenamento e o acesso aos dados. - Os usuários acham o Planful **não intuitivo** , lutando com sua configuração complexa e curva de aprendizado acentuada. - Os usuários observam a necessidade de **melhorias nos módulos de planejamento** e documentação mais clara para melhorar a experiência geral. #### What Are Recent G2 Reviews of Planful? **["Previsão Poderosa e Dados ao Vivo no Excel Que Economizam Horas"](https://www.g2.com/pt/survey_responses/planful-review-13159111)** **Rating:** 4.5/5.0 stars _— Usuário Verificado em Lazer, Viagens e Turismo_ [Read full review](https://www.g2.com/pt/survey_responses/planful-review-13159111) **["Orçamento sem Esforço com Suporte Estelar"](https://www.g2.com/pt/survey_responses/planful-review-12981881)** **Rating:** 4.5/5.0 stars _— Karthik S._ [Read full review](https://www.g2.com/pt/survey_responses/planful-review-12981881) #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/pt/discussions/what-is-planful-used-for) ### [Aleph](https://www.g2.com/pt/products/getaleph/reviews) Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights. **Average Rating:** 4.9/5.0 **Total Reviews:** 107 #### How Do G2 Users Rate Aleph? - **the product tem sido um bom parceiro comercial?:** 9.9/10 (Category avg: 9.2/10) - **Ajustes:** 8.8/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 9.2/10 (Category avg: 8.8/10) - **Análise de Variância:** 9.3/10 (Category avg: 8.7/10) #### Who Is the Company Behind Aleph? - **Vendedor:** [Aleph](https://www.g2.com/pt/sellers/aleph) - **Website da Empresa:** www.getaleph.com - **Ano de Fundação:** 2020 - **Localização da Sede:** New York, US - **Twitter:** @getaleph 698 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website) 96 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Analista Financeiro Sênior, Gerente Financeiro - **Top Industries:** Software de Computador, Serviços Financeiros - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham o Aleph **intuitivo e fácil de usar** , integrando-se sem esforço com as ferramentas existentes e simplificando a consolidação de dados. - Os usuários acham a **facilidade de implementação** do Aleph impressionante, integrando-se perfeitamente com os sistemas existentes e exigindo tempo mínimo de configuração. - Os usuários elogiam o **excelente suporte ao cliente** da Aleph, que fornece assistência rápida e eficaz de forma consistente. - Os usuários acham a **facilidade de implementação** do Aleph excepcional, permitindo uma integração rápida sem um compromisso intensivo de recursos. - Os usuários adoram a **integração com o Excel** do Aleph, permitindo uma implementação rápida e um manuseio de dados sem interrupções, sem necessidade de retrabalho pesado. ##### Cons - Os usuários observam as **funcionalidades ausentes** no Aleph, particularmente em relação às capacidades de personalização e planejamento para necessidades de escalonamento. - Os usuários experimentam **desempenho lento** com painéis complexos e longos tempos de atualização de dados, impactando a eficiência de seu fluxo de trabalho. - Os usuários enfrentam **falhas e bugs** com o Aleph, causando interrupções e a necessidade de logins frequentes para restaurar a funcionalidade. - Os usuários enfrentam **problemas de integração com o Excel** no Aleph, observando desempenho mais lento e dificuldades de compatibilidade com o Google Sheets. - Os usuários enfrentam problemas frustrantes de **atualização** no Aleph, com atrasos impactando a extração de dados e a funcionalidade geral. #### What Are Recent G2 Reviews of Aleph? **["Dinâmico, Personalizável e Apoiado por uma Equipe Prestativa"](https://www.g2.com/pt/survey_responses/aleph-review-13155568)** **Rating:** 4.5/5.0 stars _— Usuário Verificado em Software de Computador_ [Read full review](https://www.g2.com/pt/survey_responses/aleph-review-13155568) **["Planejamento Financeiro Simplificado com Recursos Robustos de IA"](https://www.g2.com/pt/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/pt/survey_responses/aleph-review-13178690) ### [Martus](https://www.g2.com/pt/products/martus/reviews) Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks. **Average Rating:** 4.7/5.0 **Total Reviews:** 98 #### How Do G2 Users Rate Martus? - **the product tem sido um bom parceiro comercial?:** 9.7/10 (Category avg: 9.2/10) - **Ajustes:** 8.7/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.8/10 (Category avg: 8.8/10) - **Análise de Variância:** 9.0/10 (Category avg: 8.7/10) #### Who Is the Company Behind Martus? - **Vendedor:** [Martus Solutions](https://www.g2.com/pt/sellers/martus-solutions) - **Website da Empresa:** www.martussolutions.com - **Ano de Fundação:** 2008 - **Localização da Sede:** Greenville, US - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website) 46 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador - **Top Industries:** Gestão de Organizações Sem Fins Lucrativos, Instituições Religiosas - **Company Size:** 51% Medium, 30% Small #### What Do G2 Reviewers Say About Martus? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Martus, desfrutando de sua apresentação clara e integração perfeita com sistemas de contabilidade. - Os usuários valorizam o **excelente suporte ao cliente** da Martus, melhorando sua experiência geral e a eficiência organizacional. - Os usuários valorizam a **integração perfeita** do Martus com sistemas de contabilidade, melhorando a transparência financeira e a eficiência do orçamento. - Os usuários elogiam a **gestão de orçamento simplificada** do Martus, reduzindo significativamente o tempo e melhorando a acessibilidade para os gerentes. - Os usuários valorizam a **eficiência orçamentária** do Martus, reduzindo significativamente o tempo de preparação e melhorando o acesso aos relatórios financeiros. ##### Cons - Os usuários acham a **curva de aprendizado desafiadora** , exigindo tempo para se adaptar e entender a geração de relatórios de dados de forma eficaz. - Os usuários acham a **curva de aprendizado acentuada** do Martus desafiadora, exigindo tempo e esforço para entender completamente o sistema. - Os usuários acham que o Martus tem uma **interface bastante complexa** que pode confundir e complicar o uso para escolas pequenas. - Os usuários acham a **interface do usuário confusa** , pois navegar entre planilhas e filtros pode ser complicado e pouco intuitivo. - Os usuários acham que o Martus tem uma **dificuldade de aprendizado** , exigindo tempo para entender as funcionalidades de extração e relatório de dados. #### What Are Recent G2 Reviews of Martus? **["Martus: Orçamento Simplificado e Seguro — Orçamentos Precisos com Acesso Granular"](https://www.g2.com/pt/survey_responses/martus-review-13051917)** **Rating:** 5.0/5.0 stars _— Stephanie S._ [Read full review](https://www.g2.com/pt/survey_responses/martus-review-13051917) **["Integração contábil suave com relatórios fáceis, exportações para Excel e ótimo valor"](https://www.g2.com/pt/survey_responses/martus-review-13150999)** **Rating:** 5.0/5.0 stars _— Gabe R._ [Read full review](https://www.g2.com/pt/survey_responses/martus-review-13150999) #### What Are G2 Users Discussing About Martus? - [Para que serve o MartusTools?](https://www.g2.com/pt/discussions/what-is-martustools-used-for) ### [LiveFlow](https://www.g2.com/pt/products/liveflow/reviews) LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 #### How Do G2 Users Rate LiveFlow? - **the product tem sido um bom parceiro comercial?:** 9.6/10 (Category avg: 9.2/10) - **Ajustes:** 8.8/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.6/10 (Category avg: 8.8/10) - **Análise de Variância:** 9.1/10 (Category avg: 8.7/10) #### Who Is the Company Behind LiveFlow? - **Vendedor:** [LiveFlow](https://www.g2.com/pt/sellers/liveflow) - **Website da Empresa:** www.liveflow.com - **Ano de Fundação:** 2021 - **Localização da Sede:** New York, US - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website) 62 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Gerente de Contabilidade, CEO - **Top Industries:** Contabilidade, Serviços Financeiros - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About LiveFlow? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários destacam a **facilidade de uso** do LiveFlow, apreciando seus recursos intuitivos e a integração perfeita com planilhas. - Os usuários valorizam as **capacidades de economia de tempo** do LiveFlow, permitindo a geração rápida de relatórios e reduzindo as atualizações manuais de dados. - Os usuários valorizam as **capacidades de economia de tempo** do LiveFlow, simplificando o gerenciamento de dados e aprimorando a eficiência dos relatórios sem esforço. - Os usuários valorizam a **eficiência de relatórios** do LiveFlow, economizando horas com relatórios rápidos, de alta qualidade e personalizáveis. - Os usuários acham o **LiveFlow altamente eficiente** , reduzindo drasticamente o tempo gasto em relatórios financeiros para múltiplas entidades. ##### Cons - Os usuários encontram uma **falta de capacidades de detalhamento** e solicitam a adição mais rápida de novos recursos no LiveFlow. - Os usuários acham o processo de **relatórios ineficientes** complicado, muitas vezes combinando relatórios manualmente para comparações ano a ano. - Os usuários desejam mais **opções de personalização** para relatórios e painéis, achando as limitações atuais frustrantes. - Os usuários enfrentam desafios com **problemas de atualização** à medida que o histórico de versões se torna difícil de navegar com atualizações frequentes. - Os usuários acham que o serviço é **caro** , especialmente se apenas alguns recursos forem utilizados, tornando-o um investimento significativo. #### What Are Recent G2 Reviews of LiveFlow? **["Confiável, Rápido e Solidário – Liveflow é um divisor de águas para Relatórios Financeiros"](https://www.g2.com/pt/survey_responses/liveflow-review-11110255)** **Rating:** 4.5/5.0 stars _— Zaid N._ [Read full review](https://www.g2.com/pt/survey_responses/liveflow-review-11110255) **["A Sincronização de Dados em Tempo Real Revoluciona a Elaboração de Relatórios Financeiros"](https://www.g2.com/pt/survey_responses/liveflow-review-12166608)** **Rating:** 5.0/5.0 stars _— Jessica E._ [Read full review](https://www.g2.com/pt/survey_responses/liveflow-review-12166608) #### What Are G2 Users Discussing About LiveFlow? - [Para que serve o complemento LiveFlow do Google Sheets?](https://www.g2.com/pt/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### [OneStream - Unified EPM](https://www.g2.com/pt/products/onestream-unified-epm/reviews) OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 #### How Do G2 Users Rate OneStream - Unified EPM? - **the product tem sido um bom parceiro comercial?:** 9.2/10 (Category avg: 9.2/10) - **Ajustes:** 8.6/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 8.7/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.4/10 (Category avg: 8.7/10) #### Who Is the Company Behind OneStream - Unified EPM? - **Vendedor:** [OneStream Software](https://www.g2.com/pt/sellers/onestream-software) - **Website da Empresa:** www.onestream.com - **Localização da Sede:** Birmingham, MI - **Twitter:** @OneStream\_Soft 2,189 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/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 funcionários no LinkedIn® #### Who Uses This Product? - **Top Industries:** Manufatura, Serviços Financeiros - **Company Size:** 63% Large, 28% Medium #### What Do G2 Reviewers Say About OneStream - Unified EPM? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários consideram a **facilidade de uso** do OneStream inestimável, aumentando a eficiência e a confiança na gestão de dados financeiros. - Os usuários valorizam a **plataforma unificada para dados financeiros** , simplificando a comunicação e a consolidação para relatórios sem interrupções. - Os usuários valorizam a **flexibilidade** do OneStream, permitindo soluções personalizadas que atendem a diversas necessidades organizacionais. - Os usuários valorizam as **capacidades de relatórios em tempo real** do OneStream, aprimorando sua tomada de decisões com insights instantâneos. - Os usuários apreciam a **plataforma única** que integra consolidação, planejamento e relatórios para uma gestão financeira sem falhas. ##### Cons - Os usuários acham a **dificuldade de aprendizado** do OneStream significativa, muitas vezes recomendando treinamento para melhor compreensão e uso. - Os usuários enfrentam uma **curva de aprendizado acentuada** com o OneStream, necessitando de treinamento extensivo para uso e adoção eficazes. - Os usuários acham a **curva de aprendizado íngreme** , recomendando treinamento devido à interface intimidadora e não intuitiva para novos usuários. - Os usuários acham a **complexidade** do OneStream desafiadora, especialmente com a criação de painéis e a escrita de Regras de Negócio sem conhecimento prévio. - Os usuários acham que as **limitações do painel** prejudicam o desempenho, tornando desafiador usá-lo de forma eficaz desde o início. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **["VP de Engenharia"](https://www.g2.com/pt/survey_responses/onestream-unified-epm-review-12716812)** **Rating:** 4.0/5.0 stars _— Damaris D._ [Read full review](https://www.g2.com/pt/survey_responses/onestream-unified-epm-review-12716812) **["Revisão do OneStream"](https://www.g2.com/pt/survey_responses/onestream-unified-epm-review-7860983)** **Rating:** 5.0/5.0 stars _— Tahir H._ [Read full review](https://www.g2.com/pt/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/pt/discussions/what-does-onestream-xf-stand-for) - 2 comments - [O que é o complemento OneStream para Excel?](https://www.g2.com/pt/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/pt/discussions/is-onestream-an-erp) - 2 comments - [Que tipo de sistema é o OneStream?](https://www.g2.com/pt/discussions/what-type-of-system-is-onestream) - 2 comments ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,131 #### How Do G2 Users Rate Workiva? - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) #### Who Is the Company Behind Workiva? - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva 5,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website) 3,300 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Large, 28% Medium #### What Do G2 Reviewers Say About Workiva? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. - Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. ##### Cons - Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. #### What Are Recent G2 Reviews of Workiva? **["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)** **Rating:** 4.5/5.0 stars _— Michelle L._ [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) **["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)** **Rating:** 4.0/5.0 stars _— Chad B._ [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) ### [Fathom](https://www.g2.com/pt/products/fathom/reviews) Fathom fornece um conjunto de ferramentas de análise aprofundada e métricas que ajudam você a ver exatamente quão bem seu negócio está se saindo. Essas ferramentas e métricas ajudam a avaliar lucratividade, fluxo de caixa, crescimento e outros indicadores-chave de desempenho (KPIs). Fathom se integra perfeitamente com Xero, QuickBooks Online/Desktop, Sage e MYOB; ou importa dados via Excel e Google Sheets. Crie relatórios e painéis bonitos: Quer esteja apresentando a um cliente, relatando a investidores ou atualizando sua equipe de gestão, você estará sempre preparado com o Fathom. Planeje com confiança com a Previsão de Fluxo de Caixa: Fathom combina planejamento de negócios com um software de previsão de fluxo de caixa de três vias poderosamente simples. Relatórios consolidados... facilitados: Fathom permite que você agrupe suas empresas relacionadas para criar relatórios consolidados para uma organização. Além de relatar para uma empresa individual, você pode facilmente rastrear e monitorar o desempenho de um grupo ao qual uma empresa pertence. Benchmarking instantâneo: Fathom ajuda você a comparar, classificar e avaliar facilmente suas empresas, clientes ou franqueados. Obtenha uma visão clara com o Painel de Insights: Se você está gerenciando um portfólio de clientes ou múltiplas entidades de negócios, o Painel de Insights compreende métricas financeiras chave para ajudar você a monitorar o desempenho e identificar oportunidades rapidamente. **Average Rating:** 4.7/5.0 **Total Reviews:** 112 #### How Do G2 Users Rate Fathom? - **the product tem sido um bom parceiro comercial?:** 9.3/10 (Category avg: 9.2/10) - **Ajustes:** 8.6/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 7.8/10 (Category avg: 8.8/10) - **Análise de Variância:** 8.5/10 (Category avg: 8.7/10) #### Who Is the Company Behind Fathom? - **Vendedor:** [Fathom Applications](https://www.g2.com/pt/sellers/fathom-applications) - **Website da Empresa:** www.fathomhq.com - **Ano de Fundação:** 2010 - **Localização da Sede:** Brisbane, QLD - **Twitter:** @fathomhq 7,396 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website) 70 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador Financeiro - **Top Industries:** Contabilidade, Tecnologia da Informação e Serviços - **Company Size:** 58% Small, 33% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários adoram os **recursos intuitivos e flexíveis** do Fathom, que melhoram a clareza dos relatórios e o insight operacional. - Os usuários acham o Fathom **intuitivo e poderoso** , permitindo um planejamento financeiro sem esforço e processos de relatórios simplificados. - Os usuários valorizam as **capacidades versáteis de relatórios** do Fathom, melhorando a clareza e a eficiência em seus insights financeiros. - Os usuários valorizam o **atendimento ao cliente rápido e útil** da Fathom, melhorando sua experiência geral com o produto. - Os usuários elogiam o Fathom por sua **eficiência em relatórios** , permitindo decisões precisas através de relatórios visualmente atraentes e flexíveis. ##### Cons - Os usuários encontram **recursos ausentes** no Fathom, particularmente dificuldades com uploads de orçamento e falta de integração de KPI personalizados. - Os usuários enfrentam dificuldades com **problemas de upload** , achando o formato Excel complicado e a automação insuficiente para a gestão de orçamento. - Os usuários acham **a personalização difícil** no Fathom, desejando mais flexibilidade nas opções de relatórios e apresentação de dados. - Os usuários acham **problemas de importação** frustrantes, pois uploads de dados sem problemas e orçamentos podem ser complicados e propensos a erros. - Os usuários sentem que o Fathom precisa de **melhorias na clareza da estrutura e na representação gráfica** para um melhor relatório e experiência do usuário. #### What Are Recent G2 Reviews of Fathom? **["Relatórios sem esforço com clareza impressionante"](https://www.g2.com/pt/survey_responses/fathom-review-13092549)** **Rating:** 5.0/5.0 stars _— Kara T._ [Read full review](https://www.g2.com/pt/survey_responses/fathom-review-13092549) **["Integração Fácil com QuickBooks com Relatórios Excepcionais e Rastreamento de KPI"](https://www.g2.com/pt/survey_responses/fathom-review-12952998)** **Rating:** 5.0/5.0 stars _— Nancy L._ [Read full review](https://www.g2.com/pt/survey_responses/fathom-review-12952998) ### [Velixo](https://www.g2.com/pt/products/velixo/reviews) Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations. **Average Rating:** 4.7/5.0 **Total Reviews:** 255 #### How Do G2 Users Rate Velixo? - **the product tem sido um bom parceiro comercial?:** 9.4/10 (Category avg: 9.2/10) - **Ajustes:** 7.3/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 7.3/10 (Category avg: 8.8/10) - **Análise de Variância:** 7.8/10 (Category avg: 8.7/10) #### Who Is the Company Behind Velixo? - **Vendedor:** [Velixo](https://www.g2.com/pt/sellers/velixo) - **Website da Empresa:** www.velixo.com - **Ano de Fundação:** 2017 - **Localização da Sede:** Montreal, QC - **Twitter:** @VelixoSolutions 90 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website) 63 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Diretor Financeiro, Controlador - **Top Industries:** Construção, Contabilidade - **Company Size:** 61% Medium, 27% Small #### What Do G2 Reviewers Say About Velixo? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam a **facilidade de uso** do Velixo, pois ele se integra perfeitamente com o familiar Excel para relatórios eficientes. - Os usuários valorizam a **integração perfeita com o Excel** do Velixo, permitindo acesso a dados em tempo real e gestão eficiente de relatórios. - Os usuários valorizam a **eficiência de relatórios** do Velixo, apreciando a gestão de dados simplificada e insights em tempo real no Excel. - Os usuários valorizam a **funcionalidade do Excel** do Velixo, apreciando a integração perfeita e o acesso a dados em tempo real para relatórios eficientes. - Os usuários valorizam as **capacidades de economia de tempo** do Velixo, reduzindo drasticamente as tarefas de geração de relatórios e atualização de dados. ##### Cons - Os usuários enfrentam **problemas de integração com o Excel** , tornando desafiador conectar e utilizar o Velixo de forma eficaz. - Os usuários observam uma **curva de aprendizado** desafiadora, especialmente para aqueles que não estão familiarizados com o Excel ou sistemas ERP. - Os usuários acham a **complexidade das fórmulas** no Velixo desafiadora, tornando a elaboração de relatórios mais difícil do que o necessário. - Os usuários relatam **problemas de atualização** com o Velixo, observando tempos de espera mais longos e erros técnicos ocasionais que afetam a usabilidade. - Os usuários experimentam **desempenho lento** com o Velixo, especialmente quando vários usuários acessam dados simultaneamente, afetando a eficiência. #### What Are Recent G2 Reviews of Velixo? **["Transforma o Acumatica em uma Solução Dinâmica"](https://www.g2.com/pt/survey_responses/velixo-review-10438038)** **Rating:** 5.0/5.0 stars _— Johanna K._ [Read full review](https://www.g2.com/pt/survey_responses/velixo-review-10438038) **["Orçamento Simplificado & Análise de Dados"](https://www.g2.com/pt/survey_responses/velixo-review-11544025)** **Rating:** 5.0/5.0 stars _— Kelly M._ [Read full review](https://www.g2.com/pt/survey_responses/velixo-review-11544025) #### What Are G2 Users Discussing About Velixo? - [Para que é usado o Velixo?](https://www.g2.com/pt/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### [Intuit Enterprise Suite](https://www.g2.com/pt/products/intuit-intuit-enterprise-suite/reviews) O Intuit Enterprise Suite é um ERP moderno e inteligente, projetado para empresas maiores e em crescimento que superaram as ferramentas financeiras básicas, mas não querem o custo, a complexidade ou a interrupção dos sistemas ERP tradicionais. É uma plataforma tudo-em-um que vai além da contabilidade básica, oferecendo uma solução unificada que pode otimizar operações e melhorar a rentabilidade. Ao contrário dos ERPs legados que são frequentemente difíceis de implementar e manter, o Intuit Enterprise Suite é simples de usar e construído para escalar. Ele aproveita o legado de longa data da Intuit em ferramentas financeiras, tornando a transição uma evolução natural para empresas já familiarizadas com os produtos da empresa. Um diferencial chave do Intuit Enterprise Suite é sua integração de inteligência artificial. Usando IA construída sobre décadas de dados financeiros anonimizados, a plataforma oferece experiências automatizadas "feitas para você" e insights empresariais inteligentes. Isso ajuda as empresas a se afastarem dos fluxos de trabalho fragmentados e manuais que muitas vezes impedem o crescimento, permitindo que se concentrem em iniciativas estratégicas e tomem decisões mais inteligentes. Principais Características: - Uma plataforma conectada: A solução serve como uma plataforma unificada que consolida várias funções empresariais, incluindo gestão financeira, folha de pagamento, pagamentos, força de trabalho e marketing. Essa abordagem tudo-em-um ajuda empresas de médio porte que frequentemente gerenciam uma coleção de aplicativos díspares, levando a silos de dados e custos aumentados. Ao reunir tudo, o Intuit Enterprise Suite ajuda a reduzir o custo total de propriedade e otimiza os fluxos de trabalho. - Automação e inteligência: A profunda integração de inteligência artificial do produto é um diferencial significativo em contabilidade, planejamento financeiro, gestão de projetos e pagamentos. Construídas sobre a extensa base de dados financeiros da Intuit, as capacidades de IA vão além da automação simples, proporcionando experiências proativas "feitas para você" e insights inteligentes. - Gestão de múltiplas entidades: Para empresas com múltiplas entidades ou subsidiárias, o Intuit Enterprise Suite oferece capacidades robustas de gestão de múltiplas entidades. Isso inclui a capacidade de gerenciar transações entre empresas e gerar relatórios financeiros consolidados, proporcionando uma única fonte de verdade e uma visão abrangente do desempenho de toda a organização. - Simples de usar, construído para escalar: Um design familiar e intuitivo facilita a adoção, enquanto capacidades avançadas como gestão de múltiplas entidades e relatórios consolidados dão às empresas a confiança para crescer. Clientes do QuickBooks podem migrar sem problemas. **Average Rating:** 4.5/5.0 **Total Reviews:** 36 #### How Do G2 Users Rate Intuit Enterprise Suite? - **the product tem sido um bom parceiro comercial?:** 9.4/10 (Category avg: 9.2/10) #### Who Is the Company Behind Intuit Enterprise Suite? - **Vendedor:** [Intuit](https://www.g2.com/pt/sellers/intuit) - **Website da Empresa:** www.intuit.com - **Ano de Fundação:** 1983 - **Localização da Sede:** Mountain View, California - **Twitter:** @Intuit 80,559 seguidores no Twitter - **Página do LinkedIn®:** [www.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website) 18,185 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controlador - **Top Industries:** Construção - **Company Size:** 68% Small, 30% Medium #### What Do G2 Reviewers Say About Intuit Enterprise Suite? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários apreciam o **design intuitivo e fácil de usar** do Intuit Enterprise Suite, simplificando a gestão financeira e relatórios. - Os usuários apreciam a **eficiência** do Intuit Enterprise Suite, observando que ele simplifica significativamente a gestão financeira e os relatórios. - Os usuários valorizam o **fácil acesso** proporcionado pelo Intuit Enterprise Suite, melhorando o fluxo de trabalho e economizando tempo significativo. - Os usuários apreciam a **fácil gestão** do Intuit Enterprise Suite, melhorando a eficiência do fluxo de trabalho e a organização em várias entidades. - Os usuários valorizam a **natureza rica em recursos** do Intuit Enterprise Suite, melhorando a gestão financeira e a eficiência operacional de forma eficaz. ##### Cons - Os usuários frequentemente experimentam **tempos de carregamento lentos** para relatórios, o que pode prejudicar sua eficiência geral com o Intuit Enterprise Suite. - Os usuários acham os **recursos complexos** às vezes avassaladores, especialmente quando precisam realizar tarefas simples. - Os usuários acham a **complexidade de usabilidade** avassaladora às vezes, especialmente para tarefas simples e carregamento lento de relatórios. - Os usuários acham que a **enorme variedade de recursos** pode complicar tarefas simples e desacelerar os tempos de carregamento de relatórios. - Os usuários estão frustrados com o **processo de mesclagem complicado** ao usar várias classes, levando a atrasos e ineficiências. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **["Contabilidade Robusta com Pequenas Melhorias Necessárias"](https://www.g2.com/pt/survey_responses/intuit-enterprise-suite-review-13178968)** **Rating:** 4.5/5.0 stars _— RD H._ [Read full review](https://www.g2.com/pt/survey_responses/intuit-enterprise-suite-review-13178968) **["IES reduz drasticamente o tempo de contabilidade com relatórios claros de intercompanhia e consolidados"](https://www.g2.com/pt/survey_responses/intuit-enterprise-suite-review-13178869)** **Rating:** 4.5/5.0 stars _— Elaine S._ [Read full review](https://www.g2.com/pt/survey_responses/intuit-enterprise-suite-review-13178869) ### [Drivetrain](https://www.g2.com/pt/products/drivetrain-drivetrain/reviews) Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 118 #### How Do G2 Users Rate Drivetrain? - **the product tem sido um bom parceiro comercial?:** 9.7/10 (Category avg: 9.2/10) - **Ajustes:** 9.3/10 (Category avg: 8.8/10) - **Hierarquias orçamentárias:** 9.2/10 (Category avg: 8.8/10) - **Análise de Variância:** 9.2/10 (Category avg: 8.7/10) #### Who Is the Company Behind Drivetrain? - **Vendedor:** [Drivetrain](https://www.g2.com/pt/sellers/drivetrain) - **Website da Empresa:** www.drivetrain.ai - **Ano de Fundação:** 2021 - **Localização da Sede:** Sunnyvale, US - **Twitter:** @DrivetrainAI 55 seguidores no Twitter - **Página do LinkedIn®:** [in.linkedin.com](https://www.g2.com/pt/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website) 97 funcionários no LinkedIn® #### Who Uses This Product? - **Who Uses This:** Diretor Financeiro, Gerente Financeiro - **Top Industries:** Software de Computador, Tecnologia da Informação e Serviços - **Company Size:** 84% Medium, 14% Small #### What Do G2 Reviewers Say About Drivetrain? _AI-generated summary from verified user reviews_ ##### Pros - Os usuários acham o Drivetrain **incrivelmente intuitivo e fácil de usar** , simplificando a gestão de dados e relatórios sem esforço. - Os usuários valorizam a **eficiência de relatórios** do Drivetrain, permitindo a criação rápida de relatórios e insights centralizados de dados. - Os usuários elogiam o Drivetrain por sua **criação rápida de relatórios** , simplificando processos e melhorando a acessibilidade aos insights de dados. - Os usuários elogiam o **suporte ao cliente excepcional** da Drivetrain, facilitando uma transição suave e resolvendo desafios prontamente. - Os usuários valorizam as **integrações fáceis** do Drivetrain, permitindo conexões perfeitas e geração rápida de relatórios entre plataformas. ##### Cons - Os usuários enfrentam uma **curva de aprendizado** significativa com o Drivetrain, pois adaptar-se a partir de planilhas pode ser complexo e demorado. - Os usuários observam que as **funcionalidades ausentes** , como análises de IA e transformações de dados de autoatendimento, prejudicam a funcionalidade e a facilidade de uso. - Os usuários observam uma **dificuldade de aprendizado** significativa com a lógica única do Drivetrain em comparação com planilhas tradicionais, necessitando de tempo extra para dominar. - Os usuários enfrentam uma **curva de aprendizado acentuada** com a lógica única de construção de modelos do Drivetrain, exigindo tempo e esforço para dominar. - Os usuários relatam uma **curva de aprendizado difícil** com o Drivetrain, especialmente para aqueles acostumados à funcionalidade do Excel. #### What Are Recent G2 Reviews of Drivetrain? **["Drivetrain substituiu o Excel e automatizou nossos relatórios com insights acionáveis"](https://www.g2.com/pt/survey_responses/drivetrain-review-12273623)** **Rating:** 5.0/5.0 stars _— Jean-Thomas C._ [Read full review](https://www.g2.com/pt/survey_responses/drivetrain-review-12273623) **["Software intuitivo com integração e suporte de primeira classe"](https://www.g2.com/pt/survey_responses/drivetrain-review-13171332)** **Rating:** 4.5/5.0 stars _— michell g._ [Read full review](https://www.g2.com/pt/survey_responses/drivetrain-review-13171332) - ‹ Prev‹ Prev - 1 - [2](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=2#product-list) - [3](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=3#product-list) - [4](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=4#product-list) - [5](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=5#product-list) - … - [15](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=15#product-list) - [16](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=16#product-list) - [Next ›Next ›](/categories/budgeting-and-forecasting?open_modal_url=%2Fproducts%2Fliveflow%2Fwishlists%3Fhost_path%3D%252Fcategories%252Fbudgeting-and-forecasting%26source%3Dcategory&order=g2_score&page=2#product-list) Spotlight Categories [Remote Monitoring & Management (RMM) Software](https://www.g2.com/categories/remote-monitoring-management-rmm) [Professional Services Automation Software](https://www.g2.com/categories/professional-services-automation) [Virtual Event Platforms](https://www.g2.com/categories/virtual-event-platforms) [Product Analytics Software](https://www.g2.com/categories/product-analytics) [Demand Side Platform (DSP)](https://www.g2.com/categories/demand-side-platform-dsp) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) - [Financial Audit](/categories/financial-audit) [Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes) ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese") NC Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Updated June 24, 2026 Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance. These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis. Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy. To qualify for inclusion in the Budgeting and Forecasting category, a product must: - Create and manage organizational, project-based, or operational budgets - Allow users to create and manage multiple budget and forecast versions - Generate financial forecasts using historical, operational, or user-defined planning data - Compare budgeted or forecasted results against actual financial health - Consolidate budgets and forecasts across multiple departments, business units, projects, or entities - Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes - Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards Top Tools at a Glance | | Excel-native multi-source budgeting and consolidation | User Review "Seamless, Faultless Reporting That Makes Work Easier" | | | Cross-functional connected budgeting and scenario forecasting | User Review "Real-Time, Flexible Modeling That Speeds Up Decision-Making" | | | Excel-native FP&A with centralized version control | User Review "Revolutionized Budgeting and Reporting with Vena" | | | Multidimensional budgeting with in-memory scenario modeling | User Review "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" | | | Excel-to-centralized budgeting and consolidation workflows | User Review "Powerful Forecasting and Excel Live Data That Saves Hours" | | | Spreadsheet-native FP&A with multi-source actuals sync | User Review "Dynamic, Customizable, and Backed by a Helpful Team" | | | Collaborative department budgeting with Sage Intacct integration | User Review "Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access" | | | QuickBooks-native budget-vs-actuals with live spreadsheet sync | User Review "Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting" | | | Multi-source consolidation with unified budgeting and forecasting | User Review "AVP, Engineering" | * * * Show More * * * ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting 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), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026