# Best FP&A Software ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 276 ### Category Stats (Jul 2026) - **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product:** Corporater Business Management Platform (+7.14%) - Among all products in this category, Corporater Business Management Platform recorded the largest rating increase compared to last month _Last updated: July 14, 2026_ ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 15,300+ Authentic Reviews - 276+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## G2 Grid® for FP&A Software ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1196) Highlighted products: Anaplan, Datarails, Vena, Workday Adaptive Planning, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Planful. Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=planful) **Sponsored** ### Userback Userback is a user feedback and bug tracking software solution designed to help teams collect, understand, and act on product feedback from users and stakeholders. This platform is particularly beneficial for SaaS companies, product managers, developers, designers, and customer support teams, providing them with the necessary tools to gather contextual feedback directly from their web applications. The primary audience for Userback includes teams that are focused on enhancing their product offerings through user insights. By facilitating the collection of both internal and external feedback, Userback enables organizations to continuously refine their product experience. It supports various use cases such as user feedback, bug reporting, usability testing, quality assurance, feature validation, and customer satisfaction tracking. The platform enriches feedback items with essential context, including screenshots, session data, automation rules, and integration workflows, allowing product teams to make informed decisions swiftly. Userback stands out in its category with a suite of key features tailored to streamline the feedback process. One of its notable functionalities is the visual feedback tools, which allow users to collect annotated screenshots, screen recordings, and comments directly within their application. This visual context aids teams in understanding user issues more clearly. Additionally, the bug reporting feature automatically captures console logs, browser details, events, and other technical metadata, facilitating a more efficient troubleshooting process. Another significant aspect of Userback is its session replay capability, which visualizes real user behavior, helping teams identify and address issues effectively. Customizable in-app surveys, such as Net Promoter Score (NPS), Customer Satisfaction (CSAT), and Customer Effort Score (CES), enable organizations to measure user sentiment and satisfaction accurately. The feature portal allows teams to manage, prioritize, and validate product ideas with their customer base, ensuring that development efforts align with user needs. Userback also incorporates smart automation to enhance productivity by automating tasks such as feedback assignment and setting due dates. Seamless integrations with popular tools like Jira, Slack, Intercom, ClickUp, and GitHub further streamline workflows. A browser extension is available for quick feedback capture from any website or web application. Userback offers a Free Plan with essential features, while its paid plans scale according to user needs, ensuring that all plans support unlimited feedback collection. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-07-29T07%3A34%3A43Z&secure%5Bdisplayable_resource_id%5D=1379&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=18969&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=18969&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis&secure%5Btoken%5D=8e9ad9157bb23d40ac2eb04310843f087de56179fa47c83a749c14671836d5d2&secure%5Burl%5D=https%3A%2F%2Fuserback.io%3Futm_source%3Dg2%26utm_medium%3Dmarketplace%26utm_campaign%3Dpaid&secure%5Burl_type%5D=custom_url) [ Anaplan ](https://www.g2.com/products/anaplan/reviews) By [Anaplan](https://www.g2.com/sellers/anaplan) [ 4.6/5(461) ](https://www.g2.com/products/anaplan/reviews) What do users say? Users consistently praise Anaplan for its flexibility and real-time data integration, which facilitate seamless collaboration across various business functions. The platform's intuitive interface allo Pros and Cons [ Ease of Use (100) ](https://www.g2.com/products/anaplan/reviews?qs=pros-and-cons)[ Limitations (44) ](https://www.g2.com/products/anaplan/reviews?qs=pros-and-cons) ### [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 #### How Do G2 Users Rate Anaplan? - **Reporting:** 8.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.8/10 (Category avg: 8.6/10) - **Extended Planning:** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Anaplan? - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan 21,768 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website) 2,836 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Large, 34% Medium #### What Do G2 Reviewers Say About Anaplan? _AI-generated summary from verified user reviews_ ##### Pros - Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users. - Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs. - Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases. - Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions. - Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas. ##### Cons - Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis. - Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability. - Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use. - Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations. - Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls. #### What Are Recent G2 Reviews of Anaplan? **["Real-Time, Flexible Modeling That Speeds Up Decision-Making"](https://www.g2.com/survey_responses/anaplan-review-12715706)** **Rating:** 4.0/5.0 stars _— Alex P._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) **["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)** **Rating:** 4.5/5.0 stars _— Kumar S._ [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments [ Datarails ](https://www.g2.com/products/datarails/reviews) By [Datarails](https://www.g2.com/sellers/datarails) [ 4.6/5(369) ](https://www.g2.com/products/datarails/reviews) What do users say? Users consistently praise the seamless Excel integration and user-friendly interface of Datarails, which enhance reporting efficiency and data visualization. The platform's ability to centralize data Pros and Cons [ Ease of Use (90) ](https://www.g2.com/products/datarails/reviews?qs=pros-and-cons)[ Learning Difficulty (36) ](https://www.g2.com/products/datarails/reviews?qs=pros-and-cons) ### [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 368 #### How Do G2 Users Rate Datarails? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 8.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Datarails? - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails 1,139 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website) 407 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Medium, 21% Small #### What Do G2 Reviewers Say About Datarails? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently. - Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use. - Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management. - Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance. - Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting. ##### Cons - Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software. - Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process. - Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform. - Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time. - Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts. #### What Are Recent G2 Reviews of Datarails? **["Seamless, Faultless Reporting That Makes Work Easier"](https://www.g2.com/survey_responses/datarails-review-13067556)** **Rating:** 5.0/5.0 stars _— ben ._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) **["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)** **Rating:** 4.5/5.0 stars _— Jamie G._ [Read full review](https://www.g2.com/survey_responses/datarails-review-13158805) #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) [ Vena ](https://www.g2.com/products/vena/reviews) By [Vena Solutions](https://www.g2.com/sellers/vena-solutions) [ 4.5/5(479) ](https://www.g2.com/products/vena/reviews) What do users say? Users consistently praise Vena for its Excel-based interface that enhances ease of use and familiarity, making financial tasks like budgeting and reporting more efficient. The platform's ability to ce Pros and Cons [ Ease of Use (110) ](https://www.g2.com/products/vena/reviews?qs=pros-and-cons)[ Learning Difficulty (28) ](https://www.g2.com/products/vena/reviews?qs=pros-and-cons) ### [Vena](https://www.g2.com/products/vena/reviews) Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 471 #### How Do G2 Users Rate Vena? - **Reporting:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Vena? - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions 1,347 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website) 706 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Medium, 20% Large #### What Do G2 Reviewers Say About Vena? _AI-generated summary from verified user reviews_ ##### Pros - Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation. - Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management. - Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes. - Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders. - Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly. ##### Cons - Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process. - Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes. - Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes. - Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome. - Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency. #### What Are Recent G2 Reviews of Vena? **["Revolutionized Budgeting and Reporting with Vena"](https://www.g2.com/survey_responses/vena-review-12854573)** **Rating:** 4.5/5.0 stars _— Akshit M._ [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) **["Endless Solution for Finance professionals"](https://www.g2.com/survey_responses/vena-review-9663699)** **Rating:** 5.0/5.0 stars _— Mohamed S._ [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) [ Workday Adaptive Planning ](https://www.g2.com/products/workday-adaptive-planning/reviews) By [Workday](https://www.g2.com/sellers/workday) [ 4.3/5(380) ](https://www.g2.com/products/workday-adaptive-planning/reviews) What do users say? Users consistently praise the real-time collaboration and flexibility of Workday Adaptive Planning, which significantly enhances budgeting and forecasting processes. The platform's ability to centrali Pros and Cons [ Ease of Use (13) ](https://www.g2.com/products/workday-adaptive-planning/reviews?qs=pros-and-cons)[ Complexity (5) ](https://www.g2.com/products/workday-adaptive-planning/reviews?qs=pros-and-cons) ### [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:** 370 #### How Do G2 Users Rate Workday Adaptive Planning? - **Reporting:** 8.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.0/10 (Category avg: 8.4/10) #### Who Is the Company Behind Workday Adaptive Planning? - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday 52,273 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website) 24,145 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 56% Medium, 33% Large #### What Do G2 Reviewers Say About Workday Adaptive Planning? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Workday Adaptive Planning, enhancing day-to-day activities and team collaboration. - Users value the **efficiency** of Workday Adaptive Planning, making workflows faster, more accurate, and easier to scale. - Users value the **integration of financial and workforce planning** in Workday Adaptive Planning, enhancing collaboration and decision-making. - Users value the **flexible and user-friendly interface** of Workday Adaptive Planning, enhancing scalability and collaboration across teams. - Users appreciate the **structure, flexibility, and transparency** provided by Workday Adaptive Planning for financial planning and forecasting. ##### Cons - Users find the **complexity of configurations and integrations** in Workday Adaptive Planning can hinder smooth operation, especially for newcomers. - Users find the **setup and integration process complex** , making data input and customization cumbersome and time-consuming. - Users find the **integration and setup process difficult** , leading to a steep learning curve and challenges with data management. - Users note the **steep learning curve** with Workday Adaptive Planning, impacting initial efficiency and confidence in usage. - Users find the **difficult customization** in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **["Streamlines Budgeting and Forecasting with Real-Time Collaboration"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)** **Rating:** 4.0/5.0 stars _— Ram K._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) **["Flexible and Intuitive Budgeting Tool for Mid to Large Organizations"](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)** **Rating:** 4.0/5.0 stars _— Dhairay A._ [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047) #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote [ IBM Planning Analytics ](https://www.g2.com/products/ibm-planning-analytics/reviews) By [IBM](https://www.g2.com/sellers/ibm) [ 4.4/5(257) ](https://www.g2.com/products/ibm-planning-analytics/reviews) What do users say? Users consistently praise the flexibility and integration with Excel that IBM Planning Analytics offers, allowing for efficient financial modeling and real-time data analysis. The platform's ability t Pros and Cons [ Efficiency (34) ](https://www.g2.com/products/ibm-planning-analytics/reviews?qs=pros-and-cons)[ Learning Curve (28) ](https://www.g2.com/products/ibm-planning-analytics/reviews?qs=pros-and-cons) ### [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 #### How Do G2 Users Rate IBM Planning Analytics? - **Reporting:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.6/10) - **Extended Planning:** 9.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind IBM Planning Analytics? - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity 74,660 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website) 328,202 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Large, 36% Medium #### What Do G2 Reviewers Say About IBM Planning Analytics? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks. - Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes. - Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently. - Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis. ##### Cons - Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics. - Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding. - Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users. - Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers. - Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows. #### What Are Recent G2 Reviews of IBM Planning Analytics? **["Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)** **Rating:** 4.5/5.0 stars _— Himanshu J._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) **["Robust, Efficient Yet Complex for New Users"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)** **Rating:** 4.0/5.0 stars _— Jeanpierre L._ [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) [ Workiva ](https://www.g2.com/products/workiva-workiva/reviews) By [Workiva](https://www.g2.com/sellers/workiva) [ 4.5/5(2,148) ](https://www.g2.com/products/workiva-workiva/reviews) What do users say? Users consistently praise the ease of use and real-time collaboration features of Workiva, which streamline SEC reporting and enhance team productivity. The platform's ability to link data across docu Pros and Cons [ Ease of Use (364) ](https://www.g2.com/products/workiva-workiva/reviews?qs=pros-and-cons)[ Missing Features (113) ](https://www.g2.com/products/workiva-workiva/reviews?qs=pros-and-cons) ### [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva **Average Rating:** 4.5/5.0 **Total Reviews:** 2,131 #### How Do G2 Users Rate Workiva? - **Reporting:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) #### Who Is the Company Behind Workiva? - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva 5,277 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website) 3,300 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Large, 28% Medium #### What Do G2 Reviewers Say About Workiva? _AI-generated summary from verified user reviews_ ##### Pros - Users value the **user-friendly interface** of Workiva, enhancing daily tasks and overall efficiency significantly. - Users value the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** of Workiva, enhancing documentation and control management efficiency. - Users value the **real-time collaboration** features of Workiva, enhancing efficiency and streamlining report management for teams. - Users appreciate the **strong integration of reporting** , making compliance and analytics intuitive and efficient. ##### Cons - Users note the **missing features** in Workiva, such as integration options and a lack of automation in approvals. - Users find the **learning curve challenging** , particularly for those less familiar with technology, needing dedicated training time. - Users find the **learning difficulty** significant, requiring time to adapt and understand the platform's modules. - Users find the **limited functionality** of Workiva lacking advanced features compared to competitors like Excel. - Users find Workiva's **workflow management capabilities lacking** compared to Excel or Word, needing further development. #### What Are Recent G2 Reviews of Workiva? **["Streamlined Reporting with Excel Integration"](https://www.g2.com/survey_responses/workiva-review-12603376)** **Rating:** 4.5/5.0 stars _— Michelle L._ [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) **["Streamlined Reporting with Room for Improvement"](https://www.g2.com/survey_responses/workiva-review-4678942)** **Rating:** 4.0/5.0 stars _— Chad B._ [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) [ OneStream - Unified EPM ](https://www.g2.com/products/onestream-unified-epm/reviews) By [OneStream Software](https://www.g2.com/sellers/onestream-software) [ 4.6/5(160) ](https://www.g2.com/products/onestream-unified-epm/reviews) What do users say? Users consistently praise the product for its user-friendly interface and flexibility in handling various financial processes. Many appreciate how it consolidates multiple functions into one platform, Pros and Cons [ Ease of Use (22) ](https://www.g2.com/products/onestream-unified-epm/reviews?qs=pros-and-cons)[ Learning Difficulty (11) ](https://www.g2.com/products/onestream-unified-epm/reviews?qs=pros-and-cons) ### [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 #### How Do G2 Users Rate OneStream - Unified EPM? - **Reporting:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.8/10 (Category avg: 8.6/10) - **Extended Planning:** 8.7/10 (Category avg: 8.4/10) #### Who Is the Company Behind OneStream - Unified EPM? - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** www.onestream.com - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream\_Soft 2,189 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website) 1,690 employees on LinkedIn® #### Who Uses This Product? - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Large, 28% Medium #### What Do G2 Reviewers Say About OneStream - Unified EPM? _AI-generated summary from verified user reviews_ ##### Pros - Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management. - Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting. - Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs. - Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights. - Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management. ##### Cons - Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage. - Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption. - Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users. - Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge. - Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)** **Rating:** 4.0/5.0 stars _— Damaris D._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) **["OneStream Review"](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)** **Rating:** 5.0/5.0 stars _— Tahir H._ [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments [ Aleph ](https://www.g2.com/products/getaleph/reviews) By [Aleph](https://www.g2.com/sellers/aleph) [ 4.9/5(107) ](https://www.g2.com/products/getaleph/reviews) What do users say? Users consistently praise Aleph for its ease of use and flexibility, allowing finance teams to integrate data seamlessly from various sources like NetSuite and Excel. The platform's intuitive design a Pros and Cons [ Ease of Use (21) ](https://www.g2.com/products/getaleph/reviews?qs=pros-and-cons)[ Missing Features (5) ](https://www.g2.com/products/getaleph/reviews?qs=pros-and-cons) ### [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. **Average Rating:** 4.9/5.0 **Total Reviews:** 106 #### How Do G2 Users Rate Aleph? - **Reporting:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.4/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Aleph? - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph 698 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 82% Medium, 9% Small #### What Do G2 Reviewers Say About Aleph? _AI-generated summary from verified user reviews_ ##### Pros - Users find Aleph **intuitive and user-friendly** , effortlessly integrating with existing tools and streamlining data consolidation. - Users find Aleph's **ease of implementation** impressive, integrating seamlessly with existing systems and requiring minimal setup time. - Users commend the **excellent customer support** from Aleph, consistently providing prompt and effective assistance. - Users find Aleph's **implementation ease** exceptional, allowing quick integration without intensive resource commitment. - Users love the **Excel integration** of Aleph, enabling quick implementation and seamless data handling without heavy rework. ##### Cons - Users note the **missing features** in Aleph, particularly regarding customization and planning capabilities for scaling needs. - Users experience **slow performance** with complex dashboards and lengthy data refresh times, impacting their workflow efficiency. - Users face **glitches and bugs** with Aleph, causing disruptions and a need for frequent logins to restore functionality. - Users face **Excel integration issues** with Aleph, noting slower performance and struggles with Google Sheets compatibility. - Users experience frustrating **refresh issues** in Aleph, with delays impacting data extraction and overall functionality. #### What Are Recent G2 Reviews of Aleph? **["Dynamic, Customizable, and Backed by a Helpful Team"](https://www.g2.com/survey_responses/aleph-review-13155568)** **Rating:** 4.5/5.0 stars _— Verified User in Computer Software_ [Read full review](https://www.g2.com/survey_responses/aleph-review-13155568) **["Streamlined Financial Planning with Robust AI Features"](https://www.g2.com/survey_responses/aleph-review-13178690)** **Rating:** 5.0/5.0 stars _— Mike J._ [Read full review](https://www.g2.com/survey_responses/aleph-review-13178690) [ Planful ](https://www.g2.com/products/planful/reviews) By [Planful](https://www.g2.com/sellers/planful) [ 4.3/5(505) ](https://www.g2.com/products/planful/reviews) What do users say? Users consistently praise the ease of use and flexibility of Planful, highlighting its intuitive interface that simplifies budgeting and reporting tasks. The platform's ability to automate processes a Pros and Cons [ Ease of Use (48) ](https://www.g2.com/products/planful/reviews?qs=pros-and-cons)[ Learning Curve (17) ](https://www.g2.com/products/planful/reviews?qs=pros-and-cons) ### [Planful](https://www.g2.com/products/planful/reviews) Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com. **Average Rating:** 4.3/5.0 **Total Reviews:** 496 #### How Do G2 Users Rate Planful? - **Reporting:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.1/10 (Category avg: 8.6/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind Planful? - **Seller:** [Planful](https://www.g2.com/sellers/planful) - **Company Website:** www.planful.com - **Year Founded:** 2000 - **HQ Location:** San Francisco, CA - **Twitter:** @Planful 7,546 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website) 558 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Hospital & Health Care - **Company Size:** 48% Medium, 45% Large #### What Do G2 Reviewers Say About Planful? _AI-generated summary from verified user reviews_ ##### Pros - Users praise the **ease of use** of Planful, highlighting its intuitive design and minimal reliance on IT support. - Users value the **streamlined reporting capabilities** of Planful, enhancing efficiency and enabling strategic analysis. - Users appreciate the **streamlined reporting efficiency** of Planful, enhancing focus on strategic analysis and operational effectiveness. - Users value the **automation capabilities** of Planful, streamlining data management and enhancing financial analysis efficiency. - Users value Planful for its **centralized data management** and ease of use, enhancing integration and team collaboration. ##### Cons - Users face a **steep learning curve** with Planful, making initial implementation and understanding quite challenging. - Users face a **steep learning curve** with Planful, complicating initial setup and understanding for new adopters. - Users note a lack of **reporting and dashboard features** , hindering their ability to effectively manage data storage and access. - Users find Planful to be **not intuitive** , struggling with its complex setup and steep learning curve. - Users note a need for **improvements in planning modules** and clearer documentation to enhance the overall experience. #### What Are Recent G2 Reviews of Planful? **["Powerful Forecasting and Excel Live Data That Saves Hours"](https://www.g2.com/survey_responses/planful-review-13159111)** **Rating:** 4.5/5.0 stars _— Verified User in Leisure, Travel & Tourism_ [Read full review](https://www.g2.com/survey_responses/planful-review-13159111) **["Effortless Budgeting with Stellar Support"](https://www.g2.com/survey_responses/planful-review-12981881)** **Rating:** 4.5/5.0 stars _— Karthik S._ [Read full review](https://www.g2.com/survey_responses/planful-review-12981881) #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) [ Fathom ](https://www.g2.com/products/fathom/reviews) By [Fathom Applications](https://www.g2.com/sellers/fathom-applications) [ 4.7/5(113) ](https://www.g2.com/products/fathom/reviews) What do users say? Users consistently praise the ease of use and exceptional customer support provided by Fathom, which simplifies financial reporting and analysis. Many appreciate its ability to create visually appeali Pros and Cons [ Features (14) ](https://www.g2.com/products/fathom/reviews?qs=pros-and-cons)[ Missing Features (6) ](https://www.g2.com/products/fathom/reviews?qs=pros-and-cons) ### [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 112 #### How Do G2 Users Rate Fathom? - **Reporting:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.6/10) - **Extended Planning:** 7.3/10 (Category avg: 8.4/10) #### Who Is the Company Behind Fathom? - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq 7,396 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website) 70 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 58% Small, 34% Medium #### What Do G2 Reviewers Say About Fathom? _AI-generated summary from verified user reviews_ ##### Pros - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. ##### Cons - Users find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. #### What Are Recent G2 Reviews of Fathom? **["Effortless Reporting with Stunning Clarity"](https://www.g2.com/survey_responses/fathom-review-13092549)** **Rating:** 5.0/5.0 stars _— Kara T._ [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) **["Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking"](https://www.g2.com/survey_responses/fathom-review-12952998)** **Rating:** 5.0/5.0 stars _— Nancy L._ [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) [ LiveFlow ](https://www.g2.com/products/liveflow/reviews) By [LiveFlow](https://www.g2.com/sellers/liveflow) [ 4.9/5(332) ](https://www.g2.com/products/liveflow/reviews) What do users say? Users consistently praise the seamless integration with QuickBooks and Google Sheets, which significantly saves time by automating financial reporting. The intuitive interface and easy setup enhance u Pros and Cons [ Ease of Use (80) ](https://www.g2.com/products/liveflow/reviews?qs=pros-and-cons)[ Missing Features (22) ](https://www.g2.com/products/liveflow/reviews?qs=pros-and-cons) ### [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 #### How Do G2 Users Rate LiveFlow? - **Reporting:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.3/10 (Category avg: 8.6/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) #### Who Is the Company Behind LiveFlow? - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small, 20% Medium #### What Do G2 Reviewers Say About LiveFlow? _AI-generated summary from verified user reviews_ ##### Pros - Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets. - Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates. - Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly. - Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports. - Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities. ##### Cons - Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow. - Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons. - Users desire more **customization options** for reports and dashboards, finding current limitations frustrating. - Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates. - Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment. #### What Are Recent G2 Reviews of LiveFlow? **["Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-11110255)** **Rating:** 4.5/5.0 stars _— Zaid N._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) **["Real-Time Data Sync Revolutionizes Financial Reporting"](https://www.g2.com/survey_responses/liveflow-review-12166608)** **Rating:** 5.0/5.0 stars _— Jessica E._ [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) [ Martus ](https://www.g2.com/products/martus/reviews) By [Martus Solutions](https://www.g2.com/sellers/martus-solutions) [ 4.7/5(99) ](https://www.g2.com/products/martus/reviews) What do users say? Users consistently praise the ease of use and responsive customer support of Martus, highlighting its intuitive interface that simplifies budgeting processes for both finance and non-finance staff. Th Pros and Cons [ Ease of Use (36) ](https://www.g2.com/products/martus/reviews?qs=pros-and-cons)[ Learning Curve (9) ](https://www.g2.com/products/martus/reviews?qs=pros-and-cons) ### [Martus](https://www.g2.com/products/martus/reviews) Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. **Average Rating:** 4.7/5.0 **Total Reviews:** 96 #### How Do G2 Users Rate Martus? - **Reporting:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.8/10 (Category avg: 8.6/10) #### Who Is the Company Behind Martus? - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** www.martussolutions.com - **Year Founded:** 2008 - **HQ Location:** Greenville, US - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website) 46 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 51% Medium, 30% Small #### What Do G2 Reviewers Say About Martus? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems. - Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency. - Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency. - Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers. - Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports. ##### Cons - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system. - Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools. - Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive. - Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features. #### What Are Recent G2 Reviews of Martus? **["Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access"](https://www.g2.com/survey_responses/martus-review-13051917)** **Rating:** 5.0/5.0 stars _— Stephanie S._ [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) **["Smooth accounting integration with easy reports, Excel exports, and great value"](https://www.g2.com/survey_responses/martus-review-13150999)** **Rating:** 5.0/5.0 stars _— Gabe R._ [Read full review](https://www.g2.com/survey_responses/martus-review-13150999) #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) [ Intuit Enterprise Suite ](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) By [Intuit](https://www.g2.com/sellers/intuit) [ 4.5/5(36) ](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) What do users say? Users consistently praise the ease of use and multi-entity management capabilities of Intuit Enterprise Suite, highlighting its intuitive interface and efficient workflows that save time on data entry Pros and Cons [ Ease of Use (7) ](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews?qs=pros-and-cons)[ Slow Loading (2) ](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews?qs=pros-and-cons) ### [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.5/5.0 **Total Reviews:** 33 #### How Do G2 Users Rate Intuit Enterprise Suite? - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) #### Who Is the Company Behind Intuit Enterprise Suite? - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** www.intuit.com - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit 80,559 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Controller - **Top Industries:** Construction - **Company Size:** 69% Small, 28% Medium #### What Do G2 Reviewers Say About Intuit Enterprise Suite? _AI-generated summary from verified user reviews_ ##### Pros - Users appreciate the **intuitive and user-friendly design** of Intuit Enterprise Suite, simplifying financial management and reporting. - Users appreciate the **efficiency** of Intuit Enterprise Suite, noting it simplifies financial management and reporting significantly. - Users value the **easy access** provided by Intuit Enterprise Suite, enhancing workflow and saving significant time. - Users enjoy the **easy management** of Intuit Enterprise Suite, enhancing workflow efficiency and organization across multiple entities. - Users value the **feature-rich nature** of Intuit Enterprise Suite, enhancing financial management and operational efficiency effectively. ##### Cons - Users often experience **slow loading times** for reports, which can hinder their overall efficiency with Intuit Enterprise Suite. - Users find the **complex features** sometimes overwhelming, especially when needing to perform simple tasks. - Users find the **complex usability** overwhelming at times, especially for simple tasks and slow report loading. - Users find the **overwhelming array of features** can complicate simple tasks and slow down report loading times. - Users are frustrated by the **complicated merge process** when using multiple classes, leading to delays and inefficiencies. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **["Effortless Setup, Robust Multi-Entity Features"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178729)** **Rating:** 5.0/5.0 stars _— Chad S._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178729) **["IES Dramatically Cuts Bookkeeping Time with Clear Intercompany and Consolidated Reporting"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869)** **Rating:** 4.5/5.0 stars _— Elaine S._ [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178869) [ Drivetrain ](https://www.g2.com/products/drivetrain-drivetrain/reviews) By [Drivetrain](https://www.g2.com/sellers/drivetrain) [ 4.8/5(118) ](https://www.g2.com/products/drivetrain-drivetrain/reviews) What do users say? Users consistently praise the product for its ease of use and responsive customer support, which significantly enhances their financial reporting and planning processes. The platform's ability to cons Pros and Cons [ Ease of Use (43) ](https://www.g2.com/products/drivetrain-drivetrain/reviews?qs=pros-and-cons)[ Learning Curve (13) ](https://www.g2.com/products/drivetrain-drivetrain/reviews?qs=pros-and-cons) ### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 118 #### How Do G2 Users Rate Drivetrain? - **Reporting:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.6/10) - **Extended Planning:** 9.4/10 (Category avg: 8.4/10) #### Who Is the Company Behind Drivetrain? - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI 55 Twitter followers - **LinkedIn® Page:** [in.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=e439148fb6ce08b283ca2730156db91951ae1a9e5c6d8597ea36601d8b252f68&secure%5Burl%5D=https%3A%2F%2Fin.linkedin.com%2Fcompany%2Fdrivetrainai&secure%5Burl_type%5D=linkedin_company_website) 97 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** CFO, Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 84% Medium, 14% Small #### What Do G2 Reviewers Say About Drivetrain? _AI-generated summary from verified user reviews_ ##### Pros - Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights. - Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights. - Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly. - Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms. ##### Cons - Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming. - Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use. - Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master. - Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master. - Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality. #### What Are Recent G2 Reviews of Drivetrain? **["Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights"](https://www.g2.com/survey_responses/drivetrain-review-12273623)** **Rating:** 5.0/5.0 stars _— Jean-Thomas C._ [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) **["Intuitive Software with Best-in-Class Onboarding and Support"](https://www.g2.com/survey_responses/drivetrain-review-13171332)** **Rating:** 4.5/5.0 stars _— michell g._ [Read full review](https://www.g2.com/survey_responses/drivetrain-review-13171332) [ Prophix Software ](https://www.g2.com/products/prophix-software/reviews) By [Prophix](https://www.g2.com/sellers/prophix) [ 4.4/5(219) ](https://www.g2.com/products/prophix-software/reviews) What do users say? Users consistently praise Prophix for its ease of use and flexibility in reporting, which significantly streamlines budgeting and forecasting processes. The software's ability to automate workflows an Pros and Cons [ Ease of Use (19) ](https://www.g2.com/products/prophix-software/reviews?qs=pros-and-cons)[ Slow Performance (7) ](https://www.g2.com/products/prophix-software/reviews?qs=pros-and-cons) ### [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 #### How Do G2 Users Rate Prophix Software? - **Reporting:** 8.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.6/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) #### Who Is the Company Behind Prophix Software? - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix 1,990 Twitter followers - **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website) 572 employees on LinkedIn® #### Who Uses This Product? - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Medium, 37% Large #### What Do G2 Reviewers Say About Prophix Software? _AI-generated summary from verified user reviews_ ##### Pros - Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments. - Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows. - Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency. - Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes. - Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments. ##### Cons - Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations. - Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management. - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features. - Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options. #### What Are Recent G2 Reviews of Prophix Software? **["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)** **Rating:** 5.0/5.0 stars _— James W._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) **["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)** **Rating:** 4.5/5.0 stars _— Corey H._ [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment - ‹ Prev‹ Prev - 1 - [2](/categories/fp-a-financial-planning-analysis?order=g2_score&page=2#product-list) - [3](/categories/fp-a-financial-planning-analysis?order=g2_score&page=3#product-list) - [4](/categories/fp-a-financial-planning-analysis?order=g2_score&page=4#product-list) - [5](/categories/fp-a-financial-planning-analysis?order=g2_score&page=5#product-list) - … - [18](/categories/fp-a-financial-planning-analysis?order=g2_score&page=18#product-list) - [19](/categories/fp-a-financial-planning-analysis?order=g2_score&page=19#product-list) - [Next ›Next ›](/categories/fp-a-financial-planning-analysis?order=g2_score&page=2#product-list) Spotlight Categories [Application Performance Monitoring (APM) Tools](https://www.g2.com/categories/application-performance-monitoring-apm) [Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training) [Event Registration and Ticketing Software](https://www.g2.com/categories/event-registration-ticketing) [Sales Enablement Software](https://www.g2.com/categories/sales-enablement) [Product Analytics Software](https://www.g2.com/categories/product-analytics) Similar Categories - [Order Management](/categories/order-management) - [Accounting](/categories/accounting) - [Accounting Practice Management](/categories/accounting-practice-management) - [Accounts Receivable](/categories/accounts-receivable) - [AP Automation](/categories/ap-automation) - [Billing](/categories/billing) - [Budgeting and Forecasting](/categories/budgeting-and-forecasting) - [Business Plan](/categories/business-plan) - [Cash Flow Management](/categories/cash-flow-management) - [Credit and Collections](/categories/credit-and-collections) - [Cross-border payments software](/categories/cross-border-payments-software) - [Deduction Management](/categories/deduction-management) - [Enterprise Payment](/categories/enterprise-payment) - [Equity Management](/categories/equity-management) - [Financial Analysis](/categories/financial-analysis) [Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/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 April 9, 2026 FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. Top Tools at a Glance | | Multi-dimensional driver-based planning with real-time calculation | User Review "Real-Time, Flexible Modeling That Speeds Up Decision-Making" | | | Excel-native consolidation with live ERP integration | User Review "Seamless, Faultless Reporting That Makes Work Easier" | | | Excel-native budgeting with centralized database control | User Review "Revolutionized Budgeting and Reporting with Vena" | | | TM1-powered multidimensional planning with Excel integration | User Review "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" | | | Linked financial reporting with audit trails | User Review "Streamlined Reporting with Excel Integration" | | | Multi-ERP consolidation with extensible dimensionality | User Review "AVP, Engineering" | | | Excel-native FP&A with ERP data automation | User Review "Dynamic, Customizable, and Backed by a Helpful Team" | | | Excel-native consolidation with multi-ERP drill-through | User Review "Powerful Forecasting and Excel Live Data That Saves Hours" | * * * Show More * * * ## How Do You Choose the Right FP&A Software? ### What You Should Know About FP&A Software ### FP&A Software software buying insights at a glance [FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. The strongest FP&A platforms back this up with real integration depth into the business tools and workflows finance teams already run — [Datarails](https://www.g2.com/products/datarails/reviews) connects to more than 600 accounting, ERP, CRM, banking, and HRIS systems, [Aleph](https://www.g2.com/products/getaleph/reviews) pulls data through 150+ connectors including NetSuite, HiBob, and Salesforce, and reviewers consistently point to how these connections eliminate manual export-and-reconcile work every close. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making. Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. That combination is exactly what lets the best FP&A platforms achieve rapid deployment and adoption across finance organizations. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment. Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership. Based on G2 reviews, finance and FP&A teams evaluate FP&A software by comparing modeling flexibility, integration depth with ERP and CRM systems, and reporting automation. ### Top 5 FAQs from software buyers: - How do FP&A software solutions improve financial visibility and planning accuracy? - What features should teams evaluate when choosing the best FP&A software? - How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling? - How scalable is FP&A software for organizations managing multi-entity operations or global teams? G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews). ### What are the top-reviewed FP&A Software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 214 - Satisfaction: 98 - Market Score: 83 - G2 score: 90 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 143 - Satisfaction: 71 - Market Score: 99 - G2 score: 85 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 163 - Satisfaction: 97 - Market Score: 70 - G2 score: 83 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 178 - Satisfaction: 93 - Market Score: 68 - G2 score: 80 [Datarails](https://www.g2.com/products/datarails/reviews) - Number of Reviews: 133 - Satisfaction: 96 - Market Score: 63 - G2 score: 80 Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in FP&A Software #### Feedback Pros: What Users Consistently Appreciate - **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning** - “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review - **Unified planning with strong scenario analysis and supplier insights** - “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review - **Real-time collaboration, audit trails, and unified reporting** - “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review #### Cons: Where Many Platforms Fall Short - **Complex implementation with support dependency and limited bank integrations** - “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review - **Complex initial setup with steep learning curve and onboarding challenges** - “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review - **High implementation costs with ongoing maintenance and expertise requirements** - “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review ### My Expert Takeaway on FP&A Software FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight. Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes. Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams. The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations. ### FP&A Software FAQs #### **How to use trial versions of FP&A software?** Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation. #### **What are the top-rated FP&A tools with forecasting and scenario modeling?** Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates. #### **What are the best FP&A solutions for hybrid services and product-based businesses?** FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework. #### **What FP&A software is best for a multi-entity, international SaaS company?** For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems. #### **What are the affordable FP&A platforms for startups or SMBs?** Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators. ### Most Popular FAQs #### Which FP&A software has the best reviews? Across the category, the most trusted [FP&A software](https://www.g2.com/categories/fp-a-financial-planning-analysis) in user reviews tends to be the platforms that keep finance teams working in familiar spreadsheet logic while adding real structure underneath, reliability that matters just as much to the operations and technology leaders who sign off on these tools as it does to finance. - [Aleph](https://www.g2.com/products/getaleph/reviews): Carries a strong review base at a near-perfect rating, with actuals pulled straight from systems like NetSuite into a spreadsheet, removing the manual export-and-reconcile work every close cycle. - [Joiin](https://www.g2.com/products/joiin/reviews): A solid review base backs up consistently high satisfaction, with clear target-versus-actual visuals that stay viewer-friendly across the organization. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): A large enterprise-focused review base holds a strong rating, with one platform that keeps expanding rather than requiring separate tools bolted together. #### What is the ROI of AI in financial planning and analysis (FP&A) software? The clearest ROI signal shows up where AI tools plug directly into existing workflows rather than requiring a separate system to manage. - [Datarails](https://www.g2.com/products/datarails/reviews): An AI connector added directly to the platform pushes productivity and creativity further, letting finance teams build new reports and enhance data without starting from scratch. - [Aleph](https://www.g2.com/products/getaleph/reviews): Integrations with AI tools are fast and hassle-free, which keeps the learning curve manageable even for a one-person finance team managing several data sources at once. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): An AI-driven approach across a single expanding platform gives finance and management teams a clear reason to look forward to what's coming next. #### What is the typical implementation timeline for FP&A software deployment? Implementation timelines vary widely in this category, and the pattern isn't simply "faster is better"; it depends on what the organization needs the platform to do. - [Joiin](https://www.g2.com/products/joiin/reviews): The largest share of reviewers reporting a fast go-live use this platform, with a near-perfect satisfaction score to match. - [Aleph](https://www.g2.com/products/getaleph/reviews): Also reports a high share of fast implementations, consistent with its spreadsheet-first design requiring less structural setup upfront. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Reviewers here report some of the longest implementation timelines in the category, yet satisfaction stays high, a sign that organizations choosing it are trading speed for the depth a unified enterprise platform provides. #### Which FP&A tools best support real-time dashboards for executive reporting? The platforms that stand out here treat dashboards as a core feature rather than a static export tacked onto a planning model. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews): Highly customizable dashboards deliver real-time reporting and visualization that cover many use cases that would traditionally require a dedicated BI platform. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards help users see different financial statements quickly, with an Excel add-in that keeps the reporting layer familiar for finance teams. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Reports build quickly with drilldown into the details behind the numbers, and daily automatic imports keep executive-facing figures current without manual refreshes. #### How long does it take to see ROI from FP&A software? The clearest payoff tends to show up fast, often within the first few months of going live, rather than requiring a long runway before the investment pays off. - [Aleph](https://www.g2.com/products/getaleph/reviews): Reviewers report being live and able to answer board-level questions with confidence within two weeks of implementation, with planning, budgeting, and reporting workloads cut by roughly half once fully onboarded. - [Datarails](https://www.g2.com/products/datarails/reviews): Users describe saving the equivalent of close to one full-time employee's worth of effort per month once integrations are in place and running. - [Joiin](https://www.g2.com/products/joiin/reviews): Reviewers who report a quick go-live also tend to have some of the highest satisfaction scores in the category, indicating that the efficiency benefits begin immediately once the platform is operational rather than after several months. ### Small Business FAQs #### What is the best FP&A software for startups? Startups evaluating FP&A tools tend to prioritize something a lean finance function can run without a dedicated system administrator. - [Aleph](https://www.g2.com/products/getaleph/reviews): Among small business reviewers, it posts one of the strongest satisfaction scores in the category, with QuickBooks, Snowflake, Stripe, and Greenhouse data landing in one trusted layer for a one-person finance team. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Strong satisfaction among smaller organizations backs up a tool designed to get real reporting value without a heavy implementation. - [Martus](https://www.g2.com/products/martus/reviews): High satisfaction scores among small business reviewers pair with support ratings that are the strongest in this data set. #### Which FP&A software is the most user-friendly for small finance teams? Ease of use matters most at this stage, since the person building the model is often also the one presenting it to leadership. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): Posts strong ease-of-use scores among small business reviewers, letting a small team fetch data and build reports quickly without a steep learning curve. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Also rates highly on ease of use, keeping the spreadsheet-native workflow small finance teams already know intact. - [Martus](https://www.g2.com/products/martus/reviews): A strong ease-of-use score is backed by support reviewers rate as the best in the category. #### Which FP&A tool is easiest to set up for small teams? Setup speed is one of the more differentiated ratings in this category, and small teams generally do best with something productive well before it needs to prove its worth. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Posts some of the strongest setup scores among small business reviewers in this data set. - [Cube](https://www.g2.com/products/cube-2025-12-17/reviews): A strong setup score pairs with daily automatic data imports that keep the system current without ongoing manual work. - [Joiin](https://www.g2.com/products/joiin/reviews): A large small-business review base backs up consistently strong setup scores, with mapping and functions that stay under the team's own control. #### Which FP&A tool is best for small teams that want to stay in spreadsheets? A distinct pattern in this category is finance teams who want structured planning without giving up the spreadsheet interface they already know. - [LiveFlow](https://www.g2.com/products/liveflow/reviews): Built to work directly inside existing spreadsheets, rather than asking a small team to learn an entirely new interface. - [Coefficient](https://www.g2.com/products/coefficient/reviews): Keeps live data connected inside a spreadsheet environment, which matters most for teams that have no interest in switching tools. - [Aleph](https://www.g2.com/products/getaleph/reviews): Delivers the flexibility of Excel and Sheets while pulling actuals directly from source systems, avoiding the export-and-reconcile cycle small teams usually dread. ### Enterprise FAQs #### What is best-rated FP&A software for large enterprises? Within the Enterprise segment of this category, a smaller set of platforms have the review volume from large organizations to back up a strong rating. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Carries the largest enterprise review base in this category, holding a strong rating even at that scale. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): A solid enterprise review base backs up strong satisfaction, with audit trails and access controls that matter more as organization size grows. - [Anaplan](https://www.g2.com/products/anaplan/reviews): A substantial enterprise review base holds a solid rating, consistent with its reputation for connecting planning across multiple functions on one platform. #### What is the most reliable FP&A tool for enterprises? Reliability at this scale tends to come down to support responsiveness, since a large organization needs fast answers when a consolidated model touches many business units at once. - [Datarails](https://www.g2.com/products/datarails/reviews): Support ratings are the strongest in this data set among enterprise reviewers, even with a smaller enterprise-scale sample so far. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Support scores stay strong across a substantial enterprise review base, consistent with the audit trails and validation checks that reduce manual work. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Holds solid support ratings across the largest enterprise review base in the category. #### Which FP&A platform is best for multi-entity consolidation at enterprise scale? Large enterprises consolidating many business units need a platform built to unify data across functions, not just roll up numbers from separate spreadsheets. - [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews): Purpose-built as a unified platform that keeps expanding to connect departments to one database despite often different reporting needs. - [Anaplan](https://www.g2.com/products/anaplan/reviews): Dimensional modeling connects planning across multiple functions in a single platform, linking headcount, compensation, and workforce data rather than managing them separately. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Seamless integration with enterprise systems and the ability to generate multiple reports from a single data source support consolidation across many linked documents at once. #### Which FP&A platform offers the strongest executive reporting at enterprise scale? At this scale, executive reporting needs to stay accurate and auditable across many contributors, not just visually polished for one team. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews): Real-time collaboration tools, validation checks, and audit trails keep information current and consistent for stakeholders reviewing linked reports across the organization. - [Datarails](https://www.g2.com/products/datarails/reviews): Dashboards built on top of an Excel add-in scale up cleanly as more departments feed into the same reporting layer. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on March 18, 2026**