# Best Budgeting and Forecasting Software

## How Many Budgeting and Forecasting Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Budgeting and Forecasting Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 14,100+ 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=582&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=1401682)

Highlighted products: Datarails, Workday Adaptive Planning, Anaplan, Vena, IBM Planning Analytics, Planful, Martus, and Aleph.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=getaleph)

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### [Datarails](https://www.g2.com/fr/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:** 370

#### How Do G2 Users Rate Datarails?

- **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Ajustements:** 8.4/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.5/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Datarails?

- **Vendeur:** [Datarails](https://www.g2.com/fr/sellers/datarails)
- **Site Web de l'entreprise:** www.Datarails.com
- **Année de fondation:** 2015
- **Emplacement du siège social:** New York
- **Twitter:** @datarails  
1,139 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website)  
397 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Directeur financier, Directeur Financier
- **Top Industries:** Services financiers, Soins hospitaliers et de santé
- **Company Size:** 71% Medium, 21% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Datarails pour générer des rapports et gérer les données efficacement.
- Les utilisateurs apprécient l' **intégration native d'Excel** , estimant qu'elle améliore les flux de travail tout en garantissant la gouvernance des données et la facilité d'utilisation.
- Les utilisateurs louent Datarails pour son **efficacité en matière de reporting** , permettant une agrégation de données sans faille et une gestion financière rationalisée.
- Les utilisateurs apprécient l' **intégration de données transparente** dans Datarails, améliorant les flux de travail tout en garantissant précision et conformité.
- Les utilisateurs apprécient l' **efficacité** de Datarails, rationalisant les processus et améliorant la visibilité financière avec des rapports automatisés.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** difficile, surtout lorsqu'ils gèrent l'installation initiale et résolvent des problèmes dans le logiciel.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Datarails, mais le support et les mises à jour aident à faciliter le processus d'intégration.
- Les utilisateurs sont déçus par les **fonctionnalités manquantes** dans Datarails, limitant leur capacité à tirer pleinement parti de la plateforme.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Datarails, mais le support et les mises à jour aident les utilisateurs à s'adapter au fil du temps.
- Les utilisateurs trouvent que la **complexité des processus backend** de Datarails est frustrante, compliquant les efforts de traçage et de dépannage des données.

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

**["Rapports sans faille et impeccables qui facilitent le travail"](https://www.g2.com/fr/survey_responses/datarails-review-13067556)**

**Rating:** 5.0/5.0 stars

_— ben ._

[Read full review](https://www.g2.com/fr/survey_responses/datarails-review-13067556)

**["Énorme gain de temps pour les journaux, les actualisations TB et les listes de transactions instantanées"](https://www.g2.com/fr/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

[Read full review](https://www.g2.com/fr/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/fr/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable)

### [Anaplan](https://www.g2.com/fr/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:** 397

#### How Do G2 Users Rate Anaplan?

- **the product a-t-il été un bon partenaire commercial?:** 8.5/10 (Category avg: 9.2/10)
- **Ajustements:** 8.8/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Anaplan?

- **Vendeur:** [Anaplan](https://www.g2.com/fr/sellers/anaplan)
- **Site Web de l'entreprise:** www.anaplan.com
- **Année de fondation:** 2006
- **Emplacement du siège social:** Miami, FL
- **Twitter:** @anaplan  
21,768 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager, Consultant principal
- **Top Industries:** Technologie de l'information et services, Services financiers
- **Company Size:** 52% Large, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent l' **aisance d'utilisation** d'Anaplan exceptionnelle, ce qui améliore la collaboration et simplifie le processus de planification pour tous les types d'utilisateurs.
- Les utilisateurs apprécient la **flexibilité** d'Anaplan, permettant des modèles de planification personnalisés qui s'adaptent à leurs besoins commerciaux uniques.
- Les utilisateurs apprécient l' **interface conviviale** d'Anaplan, qui simplifie les applications de planification complexes dans divers cas d'utilisation.
- Les utilisateurs apprécient l' **efficacité** d'Anaplan, permettant des réponses rapides aux besoins changeants des entreprises grâce à des solutions de planification intégrées.
- Les utilisateurs apprécient Anaplan pour ses **capacités de planification faciles à utiliser et évolutives** , améliorant la prise de décision dans divers domaines d'activité.

##### Cons

- Les utilisateurs critiquent Anaplan pour son **support limité et ses coûts élevés** , ainsi que pour des problèmes de performance affectant les grands ensembles de données et l'analyse.
- Les utilisateurs expriment des préoccupations concernant **les fonctionnalités manquantes** telles que les API publiques et la mauvaise visualisation des données, ce qui affecte l'utilisabilité globale.
- Les utilisateurs trouvent que la **pour maîtriser Anaplan, nécessitant un temps et une expertise significatifs pour une utilisation optimale.**
- Les utilisateurs rencontrent des **problèmes de performance** avec Anaplan, notamment des temps de chargement longs lors de calculs complexes et des limitations d'espace de travail.
- Les utilisateurs trouvent un **manque de fonctionnalités** dans Anaplan, estimant que des outils essentiels sont soit absents, soit derrière des paywalls.

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

**["Modélisation en temps réel et flexible qui accélère la prise de décision"](https://www.g2.com/fr/survey_responses/anaplan-review-12715706)**

**Rating:** 4.0/5.0 stars

_— Alex P._

[Read full review](https://www.g2.com/fr/survey_responses/anaplan-review-12715706)

**["Une plateforme de planification flexible pour une utilisation en entreprise"](https://www.g2.com/fr/survey_responses/anaplan-review-12927992)**

**Rating:** 4.5/5.0 stars

_— Kumar S._

[Read full review](https://www.g2.com/fr/survey_responses/anaplan-review-12927992)

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

- [À quoi sert Fluence Technologies ?](https://www.g2.com/fr/discussions/what-is-fluence-technologies-used-for) - 1 comment
- [En quoi Anaplan est-il différent ?](https://www.g2.com/fr/discussions/how-is-anaplan-different) - 6 comments
- [Anaplan est-il bon?](https://www.g2.com/fr/discussions/is-anaplan-any-good) - 1 comment
- [What database does anaplan use?](https://www.g2.com/fr/discussions/what-database-does-anaplan-use) - 3 comments
- [Qu'est-ce que le logiciel Anaplan ?](https://www.g2.com/fr/discussions/what-is-anaplan-software) - 4 comments

### [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:** 395

#### 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: 8.8/10)

#### 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:** 55% Medium, 33% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration.
- Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale.
- Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making.
- Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams.
- Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting.

##### Cons

- Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers.
- Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming.
- Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management.
- Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage.
- Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

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

**["Powerful What-If Planning with Seamless ERP/CRM Connections"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)**

**Rating:** 5.0/5.0 stars

_— Shivam M._

[Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13215308)

**["Comprehensive EPM Tool with a Learning Curve"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

[Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13181461)

#### 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

### [Vena](https://www.g2.com/fr/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:** 473

#### How Do G2 Users Rate Vena?

- **the product a-t-il été un bon partenaire commercial?:** 9.1/10 (Category avg: 9.2/10)
- **Ajustements:** 8.9/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 9.0/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vena?

- **Vendeur:** [Vena Solutions](https://www.g2.com/fr/sellers/vena-solutions)
- **Site Web de l'entreprise:** www.venasolutions.com
- **Année de fondation:** 2011
- **Emplacement du siège social:** Toronto
- **Twitter:** @venasolutions  
1,347 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste Financier Senior, Analyste financier
- **Top Industries:** Technologie de l'information et services, Comptabilité
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent que Vena est **facile à utiliser** , grâce à son interface intuitive et à la création de rapports sans faille.
- Les utilisateurs apprécient l' **intégration transparente d'Excel** de Vena, améliorant la facilité d'utilisation et la gestion efficace de la FP&A.
- Les utilisateurs apprécient Vena pour sa **source unique de vérité** et sa flexibilité dans les processus de budgétisation, de prévision et de reporting.
- Les utilisateurs apprécient l' **interface utilisateur intuitive** de Vena, rendant la gestion financière simple et rassurante pour toutes les parties prenantes.
- Les utilisateurs louent Vena pour ses **capacités de reporting efficaces** , rationalisant la planification financière et améliorant considérablement l'analyse des données.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** de Vena difficile au début, mais le soutien aide à faciliter le processus.
- Les utilisateurs trouvent la **, surtout lorsqu'ils configurent des modèles et naviguent dans des processus avancés.**
- Les utilisateurs trouvent la **courbe d'apprentissage abrupte** de Vena difficile, surtout lors de la configuration initiale et des processus avancés.
- Les utilisateurs trouvent la **courbe d'apprentissage difficile** de Vena difficile au début, nécessitant souvent du temps et du soutien pour surmonter.
- Les utilisateurs rencontrent des **temps de chargement lents** avec Vena, surtout avec de grands ensembles de données et des modèles standard, ce qui affecte l'efficacité.

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

**["Gain de temps énorme : des rapports personnalisables compatibles avec Excel qui simplifient tout"](https://www.g2.com/fr/survey_responses/vena-review-13227394)**

**Rating:** 5.0/5.0 stars

_— Jessica P._

[Read full review](https://www.g2.com/fr/survey_responses/vena-review-13227394)

**["Solution sans fin pour les professionnels de la finance"](https://www.g2.com/fr/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

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

### [IBM Planning Analytics](https://www.g2.com/fr/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 a-t-il été un bon partenaire commercial?:** 8.3/10 (Category avg: 9.2/10)
- **Ajustements:** 9.1/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind IBM Planning Analytics?

- **Vendeur:** [IBM](https://www.g2.com/fr/sellers/ibm)
- **Site Web de l'entreprise:** www.ibm.com
- **Année de fondation:** 1911
- **Emplacement du siège social:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier
- **Top Industries:** Technologie de l'information et services, Services financiers
- **Company Size:** 51% Large, 36% Medium

#### What Do G2 Reviewers Say About IBM Planning Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs soulignent l' **efficacité améliorée** d'IBM Planning Analytics, rationalisant l'analyse des données et minimisant les tâches manuelles.
- Les utilisateurs apprécient l' **efficacité de la planification** d'IBM Planning Analytics, améliorant la gestion des données et simplifiant les processus de budgétisation.
- Les utilisateurs apprécient les **puissantes fonctionnalités de visualisation de données** qui simplifient l'analyse de données complexes pour des décisions financières éclairées.
- Les utilisateurs apprécient la **précision des prévisions** d'IBM Planning Analytics, leur permettant de prendre des décisions basées sur les données de manière efficace.
- Les utilisateurs apprécient l' **interface conviviale** d'IBM Planning Analytics, permettant une modélisation efficace et une analyse de données en temps réel.

##### Cons

- Les utilisateurs trouvent la **, surtout avec l'interface complexe et la configuration initiale d'IBM Planning Analytics.**
- Les utilisateurs rencontrent une **difficulté d'apprentissage difficile** avec IBM Planning Analytics, en particulier lors de la configuration initiale et de l'intégration.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec IBM Planning Analytics, le trouvant souvent complexe et peu intuitif pour les nouveaux utilisateurs.
- Les utilisateurs trouvent la **complexité** d'IBM Planning Analytics difficile, en particulier lors de la configuration initiale et de la navigation pour les nouveaux venus.
- Les utilisateurs trouvent la **courbe d'apprentissage difficile** difficile, surtout pour les nouveaux utilisateurs naviguant dans des fonctionnalités et des flux de travail complexes.

#### What Are Recent G2 Reviews of IBM Planning Analytics?

**["Planification et prévision puissantes avec des mises à jour rapides et une intégration fluide avec Excel"](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12648783)**

**Rating:** 4.5/5.0 stars

_— Himanshu J._

[Read full review](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12648783)

**["Robuste, efficace mais complexe pour les nouveaux utilisateurs"](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12802559)**

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

[Read full review](https://www.g2.com/fr/survey_responses/ibm-planning-analytics-review-12802559)

#### What Are G2 Users Discussing About IBM Planning Analytics?

- [À quoi sert IBM Planning Analytics avec Watson ?](https://www.g2.com/fr/discussions/what-is-ibm-planning-analytics-with-watson-used-for)
- [How do you upgrade planning analytics workspace?](https://www.g2.com/fr/discussions/how-do-you-upgrade-planning-analytics-workspace)
- [What is planning analytics for Excel?](https://www.g2.com/fr/discussions/what-is-planning-analytics-for-excel)
- [What is IBM planning analytics workspace?](https://www.g2.com/fr/discussions/what-is-ibm-planning-analytics-workspace)
- [How do I use IBM Planning Analytics?](https://www.g2.com/fr/discussions/how-do-i-use-ibm-planning-analytics)

### [Planful](https://www.g2.com/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:** 499

#### How Do G2 Users Rate Planful?

- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Adjustments:** 8.1/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planful?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Goods_

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Leisure, Travel & Tourism_

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

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

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

### [Martus](https://www.g2.com/fr/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:** 100

#### How Do G2 Users Rate Martus?

- **the product a-t-il été un bon partenaire commercial?:** 9.8/10 (Category avg: 9.2/10)
- **Ajustements:** 8.7/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.8/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Martus?

- **Vendeur:** [Martus Solutions](https://www.g2.com/fr/sellers/martus-solutions)
- **Site Web de l'entreprise:** www.martussolutions.com
- **Année de fondation:** 2008
- **Emplacement du siège social:** Greenville, US
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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)  
49 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur
- **Top Industries:** Gestion d'organisations à but non lucratif, Institutions religieuses
- **Company Size:** 50% Medium, 32% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Martus, profitant de sa présentation claire et de son intégration transparente avec les systèmes comptables.
- Les utilisateurs apprécient le **excellent support client** de Martus, ce qui améliore leur expérience globale et l'efficacité organisationnelle.
- Les utilisateurs apprécient l' **intégration transparente** de Martus avec les systèmes comptables, améliorant la transparence financière et l'efficacité budgétaire.
- Les utilisateurs louent la **gestion budgétaire simplifiée** de Martus, réduisant considérablement le temps et améliorant l'accessibilité pour les gestionnaires.
- Les utilisateurs apprécient l' **efficacité budgétaire** de Martus, réduisant considérablement le temps de préparation et améliorant l'accès aux rapports financiers.

##### Cons

- Les utilisateurs trouvent la **courbe d'apprentissage difficile** , nécessitant du temps pour s'adapter et comprendre efficacement la génération de rapports de données.
- Les utilisateurs trouvent la **courbe d'apprentissage abrupte** de Martus difficile, nécessitant du temps et des efforts pour comprendre pleinement le système.
- Les utilisateurs trouvent que Martus a une **interface assez complexe** qui peut confondre et compliquer l'utilisation pour les petites écoles.
- Les utilisateurs trouvent **l'interface utilisateur déroutante** car naviguer entre les feuilles de calcul et les filtres peut être fastidieux et peu intuitif.
- Les utilisateurs trouvent que Martus a une **difficulté d'apprentissage** , nécessitant du temps pour comprendre les fonctionnalités d'extraction et de rapport de données.

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

**["Martus : Budgétisation simplifiée et sécurisée — Budgets précis avec accès granulaire"](https://www.g2.com/fr/survey_responses/martus-review-13051917)**

**Rating:** 5.0/5.0 stars

_— Stephanie S._

[Read full review](https://www.g2.com/fr/survey_responses/martus-review-13051917)

**["Intégration comptable fluide avec des rapports faciles, des exportations Excel et une grande valeur"](https://www.g2.com/fr/survey_responses/martus-review-13150999)**

**Rating:** 5.0/5.0 stars

_— Gabe R._

[Read full review](https://www.g2.com/fr/survey_responses/martus-review-13150999)

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

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

### [Aleph](https://www.g2.com/fr/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:** 108

#### How Do G2 Users Rate Aleph?

- **the product a-t-il été un bon partenaire commercial?:** 9.9/10 (Category avg: 9.2/10)
- **Ajustements:** 8.8/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 9.2/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Aleph?

- **Vendeur:** [Aleph](https://www.g2.com/fr/sellers/aleph)
- **Site Web de l'entreprise:** www.getaleph.com
- **Année de fondation:** 2020
- **Emplacement du siège social:** New York, US
- **Twitter:** @getaleph  
698 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste Financier Senior, Responsable financier
- **Top Industries:** Logiciels informatiques, Services financiers
- **Company Size:** 82% Medium, 9% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent Aleph **intuitif et convivial** , s'intégrant sans effort avec les outils existants et rationalisant la consolidation des données.
- Les utilisateurs trouvent l' **aisance d'implémentation** d'Aleph impressionnante, s'intégrant parfaitement aux systèmes existants et nécessitant un temps de configuration minimal.
- Les utilisateurs louent le **excellent support client** d'Aleph, fournissant constamment une assistance rapide et efficace.
- Les utilisateurs trouvent l' **aisance d'implémentation** d'Aleph exceptionnelle, permettant une intégration rapide sans engagement intensif de ressources.
- Les utilisateurs adorent l' **intégration Excel** d'Aleph, permettant une mise en œuvre rapide et une gestion des données fluide sans lourdes retouches.

##### Cons

- Les utilisateurs remarquent les **fonctionnalités manquantes** dans Aleph, notamment en ce qui concerne les capacités de personnalisation et de planification pour les besoins d'évolutivité.
- Les utilisateurs rencontrent une **performance lente** avec des tableaux de bord complexes et des temps de rafraîchissement de données prolongés, ce qui impacte l'efficacité de leur flux de travail.
- Les utilisateurs rencontrent **des dysfonctionnements et des bogues** avec Aleph, provoquant des perturbations et un besoin de connexions fréquentes pour rétablir la fonctionnalité.
- Les utilisateurs rencontrent des **problèmes d'intégration d'Excel** avec Aleph, notant une performance plus lente et des difficultés de compatibilité avec Google Sheets.
- Les utilisateurs rencontrent des **problèmes de rafraîchissement** frustrants dans Aleph, avec des retards impactant l'extraction des données et la fonctionnalité globale.

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

**["Analyse financière, budgétisation et prévisions simplifiées"](https://www.g2.com/fr/survey_responses/aleph-review-13188949)**

**Rating:** 5.0/5.0 stars

_— Mark L._

[Read full review](https://www.g2.com/fr/survey_responses/aleph-review-13188949)

**["Planification financière simplifiée avec des fonctionnalités d'IA robustes"](https://www.g2.com/fr/survey_responses/aleph-review-13178690)**

**Rating:** 5.0/5.0 stars

_— Mike J._

[Read full review](https://www.g2.com/fr/survey_responses/aleph-review-13178690)

### [LiveFlow](https://www.g2.com/fr/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 a-t-il été un bon partenaire commercial?:** 9.6/10 (Category avg: 9.2/10)
- **Ajustements:** 8.8/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.6/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind LiveFlow?

- **Vendeur:** [LiveFlow](https://www.g2.com/fr/sellers/liveflow)
- **Site Web de l'entreprise:** www.liveflow.com
- **Année de fondation:** 2021
- **Emplacement du siège social:** New York, US
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable Comptable, PDG
- **Top Industries:** Comptabilité, Services financiers
- **Company Size:** 75% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs soulignent la **facilité d'utilisation** de LiveFlow, appréciant ses fonctionnalités intuitives et son intégration transparente avec les feuilles de calcul.
- Les utilisateurs apprécient les **capacités d'économie de temps** de LiveFlow, permettant une génération rapide de rapports et réduisant les mises à jour manuelles des données.
- Les utilisateurs apprécient les **capacités d'économie de temps** de LiveFlow, rationalisant la gestion des données et améliorant l'efficacité des rapports sans effort.
- Les utilisateurs apprécient l' **efficacité des rapports** de LiveFlow, économisant des heures avec des rapports rapides, de haute qualité et personnalisables.
- Les utilisateurs trouvent **LiveFlow très efficace** , réduisant considérablement le temps passé sur les rapports financiers pour plusieurs entités.

##### Cons

- Les utilisateurs trouvent un **manque de capacités d'analyse détaillée** et demandent une addition plus rapide de nouvelles fonctionnalités dans LiveFlow.
- Les utilisateurs trouvent le processus de **rapport inefficace** fastidieux, combinant souvent les rapports manuellement pour des comparaisons d'année en année.
- Les utilisateurs souhaitent plus d' **options de personnalisation** pour les rapports et les tableaux de bord, trouvant les limitations actuelles frustrantes.
- Les utilisateurs rencontrent des défis avec les **problèmes de rafraîchissement** car l'historique des versions devient difficile à naviguer avec des mises à jour fréquentes.
- Les utilisateurs trouvent que le service est **cher** , surtout si seules quelques fonctionnalités sont utilisées, ce qui en fait un investissement important.

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

**["Fiable, rapide et solidaire – Liveflow est un changeur de jeu pour le reporting financier"](https://www.g2.com/fr/survey_responses/liveflow-review-11110255)**

**Rating:** 4.5/5.0 stars

_— Zaid N._

[Read full review](https://www.g2.com/fr/survey_responses/liveflow-review-11110255)

**["La synchronisation des données en temps réel révolutionne la comptabilité financière"](https://www.g2.com/fr/survey_responses/liveflow-review-12166608)**

**Rating:** 5.0/5.0 stars

_— Jessica E._

[Read full review](https://www.g2.com/fr/survey_responses/liveflow-review-12166608)

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

- [À quoi sert le module complémentaire LiveFlow pour Google Sheets ?](https://www.g2.com/fr/discussions/what-is-liveflow-google-sheets-add-on-used-for)

### [OneStream - Unified EPM](https://www.g2.com/fr/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 a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Ajustements:** 8.6/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 8.7/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.4/10 (Category avg: 8.8/10)

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

- **Vendeur:** [OneStream Software](https://www.g2.com/fr/sellers/onestream-software)
- **Site Web de l'entreprise:** www.onestream.com
- **Emplacement du siège social:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 employés sur LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Fabrication, Services financiers
- **Company Size:** 63% Large, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent que la **facilité d'utilisation** de OneStream est inestimable, améliorant l'efficacité et la confiance dans la gestion des données financières.
- Les utilisateurs apprécient la **plateforme unifiée pour les données financières** , rationalisant la communication et la consolidation pour un reporting sans faille.
- Les utilisateurs apprécient la **flexibilité** de OneStream, permettant des solutions sur mesure qui répondent aux besoins divers des organisations.
- Les utilisateurs apprécient les **capacités de reporting en temps réel** de OneStream, améliorant leur prise de décision grâce à des informations instantanées.
- Les utilisateurs apprécient la **plateforme unique** qui intègre la consolidation, la planification et le reporting pour une gestion financière fluide.

##### Cons

- Les utilisateurs trouvent la **difficulté d'apprentissage** de OneStream significative, recommandant souvent une formation pour une meilleure compréhension et utilisation.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec OneStream, nécessitant une formation approfondie pour une utilisation et une adoption efficaces.
- Les utilisateurs trouvent que la **, recommandant une formation en raison de l'interface intimidante et non intuitive pour les nouveaux utilisateurs.**
- Les utilisateurs trouvent la **complexité** de OneStream difficile, surtout avec la création de tableaux de bord et l'écriture de règles métier sans connaissances préalables.
- Les utilisateurs trouvent que les **limitations du tableau de bord** entravent les performances, rendant son utilisation efficace difficile dès le départ.

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

**["VP adjoint, Ingénierie"](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

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

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

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/fr/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/fr/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [Qu'est-ce que le complément Excel OneStream ?](https://www.g2.com/fr/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/fr/discussions/is-onestream-an-erp) - 2 comments
- [Quel type de système est OneStream ?](https://www.g2.com/fr/discussions/what-type-of-system-is-onestream) - 2 comments

### [Velixo](https://www.g2.com/fr/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:** 4.6/5.0

**Total Reviews:** 274

#### How Do G2 Users Rate Velixo?

- **the product a-t-il été un bon partenaire commercial?:** 9.3/10 (Category avg: 9.2/10)
- **Ajustements:** 7.3/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 7.4/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Velixo?

- **Vendeur:** [Velixo](https://www.g2.com/fr/sellers/velixo)
- **Site Web de l'entreprise:** www.velixo.com
- **Année de fondation:** 2017
- **Emplacement du siège social:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur, Directeur financier
- **Top Industries:** Construction, Comptabilité
- **Company Size:** 60% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient la **facilité d'utilisation** de Velixo, car il s'intègre parfaitement avec Excel, qu'ils connaissent bien, pour un reporting efficace.
- Les utilisateurs apprécient l' **intégration transparente d'Excel** de Velixo, permettant un accès en temps réel aux données et une gestion efficace des rapports.
- Les utilisateurs apprécient l' **efficacité des rapports** de Velixo, profitant d'une gestion de données simplifiée et d'analyses en temps réel dans Excel.
- Les utilisateurs apprécient la **fonctionnalité Excel** de Velixo, profitant d'une intégration transparente et d'un accès en temps réel aux données pour un reporting efficace.
- Les utilisateurs apprécient les **capacités d'économie de temps** de Velixo, réduisant considérablement les tâches de génération de rapports et de mise à jour des données.

##### Cons

- Les utilisateurs rencontrent des **problèmes d'intégration avec Excel** , ce qui rend difficile la connexion et l'utilisation efficace de Velixo.
- Les utilisateurs notent une **difficile, surtout pour ceux qui ne sont pas familiers avec Excel ou les systèmes ERP.**
- Les utilisateurs trouvent que la **complexité des formules** dans Velixo est un défi, rendant la création de rapports plus difficile que nécessaire.
- Les utilisateurs signalent des **problèmes de rafraîchissement** avec Velixo, notant des temps d'attente plus longs et des erreurs techniques occasionnelles affectant l'utilisabilité.
- Les utilisateurs rencontrent une **performance lente** avec Velixo, surtout lorsque plusieurs utilisateurs accèdent aux données simultanément, ce qui affecte l'efficacité.

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

**["Rapports Faciles et Puissants Une Fois que Vous Apprenez les Formules Velixo"](https://www.g2.com/fr/survey_responses/velixo-review-12590124)**

**Rating:** 5.0/5.0 stars

_— Karen M._

[Read full review](https://www.g2.com/fr/survey_responses/velixo-review-12590124)

**["Fortement recommandé : Intégration facile d'Excel pour des rapports ERP plus rapides"](https://www.g2.com/fr/survey_responses/velixo-review-12675710)**

**Rating:** 5.0/5.0 stars

_— Joshua R._

[Read full review](https://www.g2.com/fr/survey_responses/velixo-review-12675710)

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

- [À quoi sert Velixo ?](https://www.g2.com/fr/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote

### [Fathom](https://www.g2.com/fr/products/fathom/reviews)

Fathom fournit une suite d'outils d'analyse approfondie et de métriques qui vous aident à voir exactement comment votre entreprise se porte. Ces outils et métriques aident à évaluer la rentabilité, le flux de trésorerie, la croissance et d'autres indicateurs clés de performance (KPI). Fathom s'intègre parfaitement avec Xero, QuickBooks Online/Desktop, Sage et MYOB ; ou importez des données via Excel et Google Sheets. Créez de beaux rapports et tableaux de bord : Que ce soit pour présenter à un client, faire un rapport aux investisseurs ou mettre à jour votre équipe de direction, vous serez toujours prêt avec Fathom. Planifiez en toute confiance avec la prévision de flux de trésorerie : Fathom combine la planification d'entreprise avec un logiciel de prévision de flux de trésorerie à trois voies puissamment simple. Rapports consolidés... simplifiés : Fathom vous permet de regrouper vos entreprises liées pour créer des rapports consolidés pour une organisation. En plus de faire des rapports pour une entreprise individuelle, vous pouvez facilement suivre et surveiller la performance d'un groupe auquel une entreprise appartient. Étalonnage instantané : Fathom vous aide à comparer, classer et évaluer facilement vos entreprises, clients ou franchisés. Obtenez une vue claire avec le tableau de bord Insights : Si vous gérez un portefeuille de clients ou plusieurs entités commerciales, le tableau de bord Insights comprend des métriques financières clés pour vous aider à surveiller la performance et à repérer les opportunités en un coup d'œil.

**Average Rating:** 4.7/5.0

**Total Reviews:** 118

#### How Do G2 Users Rate Fathom?

- **the product a-t-il été un bon partenaire commercial?:** 9.4/10 (Category avg: 9.2/10)
- **Ajustements:** 8.7/10 (Category avg: 8.8/10)
- **Hiérarchies budgétaires:** 7.9/10 (Category avg: 8.8/10)
- **Analyse des écarts:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fathom?

- **Vendeur:** [Fathom Applications](https://www.g2.com/fr/sellers/fathom-applications)
- **Site Web de l'entreprise:** www.fathomhq.com
- **Année de fondation:** 2010
- **Emplacement du siège social:** Brisbane, QLD
- **Twitter:** @fathomhq  
7,396 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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)  
69 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Comptable, Contrôleur Financier
- **Top Industries:** Comptabilité, Technologie de l'information et services
- **Company Size:** 59% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs adorent les **fonctionnalités intuitives et flexibles** de Fathom, améliorant la clarté des rapports et la compréhension opérationnelle.
- Les utilisateurs trouvent Fathom **intuitif et puissant** , permettant une planification financière sans effort et des processus de reporting rationalisés.
- Les utilisateurs apprécient les **capacités de reporting polyvalentes** de Fathom, améliorant la clarté et l'efficacité de leurs analyses financières.
- Les utilisateurs apprécient le **support client rapide et utile** de Fathom, ce qui améliore leur expérience globale avec le produit.
- Les utilisateurs louent Fathom pour son **efficacité en matière de rapports** , permettant de prendre des décisions précises grâce à des rapports visuellement attrayants et flexibles.

##### Cons

- Les utilisateurs trouvent des **fonctionnalités manquantes** dans Fathom, notamment des difficultés avec les téléchargements de budget et l'absence d'intégration de KPI personnalisés.
- Les utilisateurs ont des difficultés avec les **problèmes de téléchargement** , trouvant le format Excel encombrant et l'automatisation insuffisante pour la gestion du budget.
- Les utilisateurs trouvent **la personnalisation difficile** dans Fathom, souhaitant plus de flexibilité dans les options de rapport et de présentation des données.
- Les utilisateurs trouvent que les **problèmes d'importation** sont frustrants, car les téléchargements de données sans faille et la budgétisation peuvent être fastidieux et sujets aux erreurs.
- Les utilisateurs estiment que Fathom a besoin **d'améliorations en termes de clarté de structure et de représentation graphique** pour un meilleur rapport et une meilleure expérience utilisateur.

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

**["Rapports sans effort avec une clarté éblouissante"](https://www.g2.com/fr/survey_responses/fathom-review-13092549)**

**Rating:** 5.0/5.0 stars

_— Kara T._

[Read full review](https://www.g2.com/fr/survey_responses/fathom-review-13092549)

**["Fathom rend les consolidations faciles avec un support client exceptionnel"](https://www.g2.com/fr/survey_responses/fathom-review-13251368)**

**Rating:** 4.5/5.0 stars

_— Utilisateur vérifié à Services financiers_

[Read full review](https://www.g2.com/fr/survey_responses/fathom-review-13251368)

### [Intuit Enterprise Suite](https://www.g2.com/fr/products/intuit-intuit-enterprise-suite/reviews)

La suite Intuit Enterprise est un ERP moderne et intelligent conçu pour les grandes entreprises en croissance qui ont dépassé les outils financiers de base mais ne souhaitent pas le coût, la complexité ou la perturbation des systèmes ERP traditionnels. C'est une plateforme tout-en-un qui va au-delà de la comptabilité de base, offrant une solution unifiée qui peut rationaliser les opérations et améliorer la rentabilité. Contrairement aux ERP hérités qui sont souvent difficiles à mettre en œuvre et à maintenir, la suite Intuit Enterprise est simple à utiliser et conçue pour évoluer. Elle s'appuie sur l'héritage de longue date d'Intuit dans les outils financiers, rendant la transition naturelle pour les entreprises déjà familières avec les produits de la société. Un différenciateur clé pour la suite Intuit Enterprise est son intégration de l'intelligence artificielle. En utilisant l'IA basée sur des décennies de données financières anonymisées, la plateforme offre des expériences automatisées "faites pour vous" et des insights commerciaux intelligents. Cela aide les entreprises à s'éloigner des flux de travail fragmentés et manuels qui freinent souvent la croissance, leur permettant de se concentrer sur des initiatives stratégiques et de prendre des décisions plus intelligentes. Caractéristiques clés : - Une plateforme connectée : La solution sert de plateforme unifiée qui consolide diverses fonctions commerciales, y compris la gestion financière, la paie, les paiements, la main-d'œuvre et le marketing. Cette approche tout-en-un aide les entreprises de taille moyenne qui gèrent souvent une collection d'applications disparates, entraînant des silos de données et des coûts accrus. En réunissant tout, la suite Intuit Enterprise aide à réduire le coût total de possession et à rationaliser les flux de travail. - Automatisation et intelligence : L'intégration profonde de l'intelligence artificielle du produit est un différenciateur significatif dans la comptabilité, la planification financière, la gestion de projet et les paiements. Basées sur la vaste base de données financières d'Intuit, les capacités d'IA vont au-delà de la simple automatisation, offrant des expériences proactives "faites pour vous" et des insights intelligents. - Gestion multi-entités : Pour les entreprises avec plusieurs entités ou filiales, la suite Intuit Enterprise offre des capacités robustes de gestion multi-entités. Cela inclut la capacité de gérer les transactions inter-entreprises et de générer des rapports financiers consolidés, fournissant une source unique de vérité et une vue d'ensemble de la performance de toute l'organisation. - Simple à utiliser, conçu pour évoluer : Un design familier et intuitif facilite l'adoption, tandis que des capacités avancées comme la gestion multi-entités et les rapports consolidés donnent aux entreprises la confiance nécessaire pour croître. Les clients de QuickBooks peuvent migrer sans problème.

**Average Rating:** 4.6/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate Intuit Enterprise Suite?

- **the product a-t-il été un bon partenaire commercial?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Intuit Enterprise Suite?

- **Vendeur:** [Intuit](https://www.g2.com/fr/sellers/intuit)
- **Site Web de l'entreprise:** www.intuit.com
- **Année de fondation:** 1983
- **Emplacement du siège social:** Mountain View, California
- **Twitter:** @Intuit  
80,559 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Contrôleur
- **Top Industries:** Construction
- **Company Size:** 68% Small, 29% Medium

#### What Do G2 Reviewers Say About Intuit Enterprise Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient le **design intuitif et convivial** de la suite Intuit Enterprise, simplifiant la gestion financière et les rapports.
- Les utilisateurs apprécient l' **efficacité** de l'Intuit Enterprise Suite, notant qu'elle simplifie considérablement la gestion financière et les rapports.
- Les utilisateurs apprécient l' **accès facile** fourni par Intuit Enterprise Suite, ce qui améliore le flux de travail et permet de gagner un temps considérable.
- Les utilisateurs apprécient la **gestion facile** de l'Intuit Enterprise Suite, améliorant l'efficacité du flux de travail et l'organisation à travers plusieurs entités.
- Les utilisateurs apprécient la **nature riche en fonctionnalités** de l'Intuit Enterprise Suite, améliorant efficacement la gestion financière et l'efficacité opérationnelle.

##### Cons

- Les utilisateurs rencontrent souvent des **temps de chargement lents** pour les rapports, ce qui peut nuire à leur efficacité globale avec Intuit Enterprise Suite.
- Les utilisateurs trouvent les **fonctionnalités complexes** parfois accablantes, surtout lorsqu'ils ont besoin d'effectuer des tâches simples.
- Les utilisateurs trouvent la **complexité d'utilisation** accablante parfois, surtout pour les tâches simples et le chargement lent des rapports.
- Les utilisateurs trouvent que **l'éventail écrasant de fonctionnalités** peut compliquer les tâches simples et ralentir les temps de chargement des rapports.
- Les utilisateurs sont frustrés par le **processus de fusion compliqué** lorsqu'ils utilisent plusieurs classes, ce qui entraîne des retards et des inefficacités.

#### What Are Recent G2 Reviews of Intuit Enterprise Suite?

**["IES réduit considérablement le temps de comptabilité avec des rapports intersociétés et consolidés clairs"](https://www.g2.com/fr/survey_responses/intuit-enterprise-suite-review-13178869)**

**Rating:** 4.5/5.0 stars

_— Elaine S._

[Read full review](https://www.g2.com/fr/survey_responses/intuit-enterprise-suite-review-13178869)

**["Comptabilité robuste avec des améliorations mineures nécessaires"](https://www.g2.com/fr/survey_responses/intuit-enterprise-suite-review-13178968)**

**Rating:** 4.5/5.0 stars

_— RD H._

[Read full review](https://www.g2.com/fr/survey_responses/intuit-enterprise-suite-review-13178968)

### [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:** 2,130

#### 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: 8.8/10)

#### 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)

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

Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Adjustments:** 8.9/10 (Category avg: 8.8/10)
- **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10)
- **Variance Analysis:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Pigment?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Maria M._

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

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

**Rating:** 4.5/5.0 stars

_— Gowtham R._

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

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[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

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ee74cc542892f17dc5873ec632e4f9aa/datarails.png "Product Avatar Image")](https://www.g2.com/products/datarails/reviews)[Datarails](https://www.g2.com/products/datarails/reviews)[4.6/5(371)](https://www.g2.com/products/datarails/reviews) | Excel-native multi-source budgeting and consolidation | "Seamless, Faultless Reporting That Makes Work Easier" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_517cee48d5c61ab3a3a6863407369c44/anaplan.jpeg "Product Avatar Image")](https://www.g2.com/products/anaplan/reviews)[Anaplan](https://www.g2.com/products/anaplan/reviews)[4.6/5(462)](https://www.g2.com/products/anaplan/reviews) | Cross-functional connected budgeting and scenario forecasting | "Real-Time, Flexible Modeling That Speeds Up Decision-Making" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b2b0e1f3339e386d182b694e59794ae7/vena.jpg "Product Avatar Image")](https://www.g2.com/products/vena/reviews)[Vena](https://www.g2.com/products/vena/reviews)[4.5/5(480)](https://www.g2.com/products/vena/reviews) | Excel-native FP&A with centralized version control | "Huge Time Saver: Customizable Excel-Friendly Reporting That Streamlines Everything" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24bb2b0b5af8e7d875ea09d767bcb097/ibm-planning-analytics.jpg "Product Avatar Image")](https://www.g2.com/products/ibm-planning-analytics/reviews)[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)[4.4/5(257)](https://www.g2.com/products/ibm-planning-analytics/reviews) | Multidimensional budgeting with in-memory scenario modeling | "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cbd7648404f56d89a63a63d0591a135d/planful.png "Product Avatar Image")](https://www.g2.com/products/planful/reviews)[Planful](https://www.g2.com/products/planful/reviews)[4.3/5(508)](https://www.g2.com/products/planful/reviews) | Excel-to-centralized budgeting and consolidation workflows | "Powerful Forecasting and Excel Live Data That Saves Hours" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0dbbd1ff53f62ba20d475e6bdfd81585/martus.png "Product Avatar Image")](https://www.g2.com/products/martus/reviews)[Martus](https://www.g2.com/products/martus/reviews)[4.7/5(101)](https://www.g2.com/products/martus/reviews) | Collaborative department budgeting with Sage Intacct integration | "Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cab151f69c3b86f239f480e2bb71db79/getaleph.png "Product Avatar Image")](https://www.g2.com/products/getaleph/reviews)[Aleph](https://www.g2.com/products/getaleph/reviews)[4.9/5(108)](https://www.g2.com/products/getaleph/reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "Financial Analysis, Budgeting, and Forecasting Made Easy" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0448fe5dfcb25a1914a15bd11c9e239d/liveflow.jpg "Product Avatar Image")](https://www.g2.com/products/liveflow/reviews)[LiveFlow](https://www.g2.com/products/liveflow/reviews)[4.9/5(332)](https://www.g2.com/products/liveflow/reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_992940c2b3cb4d56fb6f644e038fc96a/onestream-unified-epm.png "Product Avatar Image")](https://www.g2.com/products/onestream-unified-epm/reviews)[OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)[4.6/5(160)](https://www.g2.com/products/onestream-unified-epm/reviews) | Multi-source consolidation with unified budgeting and forecasting | "AVP, Engineering" |

* * *

Show More

### Budgeting and Forecasting Topics

- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### Budgeting and Forecasting Topics
 Expand/Collapse ](#)
- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More 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