# Best FP&A Software

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

**Total Products under this Category:** 276

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank FP&A Software Products?

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

- 30 Analysts and Data Experts
- 15,400+ Authentic Reviews
- 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=1401682)

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

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

**Sponsored**

### ManageEngine Endpoint Central

ManageEngine Endpoint Central is an all-in-one unified endpoint management and security (UEMS) solution that delivers end-to-end life cycle management and endpoint protection. From automated multi-OS patching and software deployment to asset intelligence and mobile device management, it unifies the core workflows IT teams rely on every day. On the security side, its next-generation antivirus (NGAV) uses behavioral detection, AI, and real-time analytics to detect and stop advanced threats, while built-in attack surface management, browser security, and data loss prevention keep sensitive data protected across office, remote, and frontline endpoints alike. Endpoint Central also prioritizes productivity through digital employee experience (DEX) monitoring, delivering real-time insights into device health, application performance, and endpoint telemetry so IT teams can resolve issues before they impact employees. Recognized as a leader by Gartner®, IDC, and Forrester, Endpoint Central is trusted by over 31, 000 enterprises worldwide and available in both on-premises and SaaS editions. This solution streamlines the complex landscape of endpoint management, empowering IT and security teams to manage more with less, delivering intelligent automation and AI-powered threat mitigation through one unified platform. Business benefits and ROI A commissioned Forrester Total Economic Impact™ study found that organizations deploying Endpoint Central achieved several significant business benefits, including: - 442% return on investment over three years, driven by tool consolidation, automation, and reduced operational overhead. - $4.5 million in total quantified economic benefits (present value), a net present value of $3.7 million, and a payback period of under six months. - 95% reduction in manual patching time, as well as cut licensing and insurance costs through improved security posture and compliance. - Significant reductions in compliance violations and security-related disruptions driven by Endpoint Central’s capability to convert endpoint stability and risk reduction into measurable business outcomes.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-08-04T12%3A38%3A01Z&secure%5Bdisplayable_resource_id%5D=1424&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=retargeted_product&secure%5Bplacement_resource_ids%5D%5B%5D=10524&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=10524&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=1445baa57ae1186194f3e5b6de1010ec3b51d85832c57c41d1d700adf4a9638e&secure%5Burl%5D=https%3A%2F%2Fwww.manageengine.com%2Fproducts%2Fdesktop-central%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3DPatchManagement&secure%5Burl_type%5D=custom_url)

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

Anaplan est la seule plateforme de planification de scénarios et d'analyse conçue pour optimiser la prise de décision dans l'environnement commercial complexe d'aujourd'hui afin que les entreprises puissent surpasser leur concurrence et le marché. En établissant des connexions et une collaboration à travers les silos organisationnels, notre plateforme fait émerger intelligemment des informations clés — afin que les entreprises puissent prendre les bonnes décisions, dès maintenant. Plus de 2 400 des meilleures marques mondiales optimisent continuellement leur prise de décision en planifiant avec Anaplan. Les catégories G2 incluent : Gestion de la performance d'entreprise, Budgétisation et prévisions, Gestion de la rémunération, Clôture financière, Planification des ventes et des opérations, Gestion de la performance des ventes, Planification des ventes, Planification de la chaîne d'approvisionnement et Gestion de la main-d'œuvre.

**Average Rating:** 4.6/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Anaplan?

- **Rapports:** 8.2/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.6/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 7.8/10 (Category avg: 8.6/10)
- **Planification étendue:** 9.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Anaplan?

- **Vendeur:** [Anaplan](https://www.g2.com/fr/sellers/anaplan)
- **Site Web de l'entreprise:** www.anaplan.com
- **Année de fondation:** 2006
- **Emplacement du siège social:** Miami, FL
- **Twitter:** @anaplan  
21,768 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,836 employés sur LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Alex P._

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

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

**Rating:** 4.5/5.0 stars

_— Kumar S._

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

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

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

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

Vena est une plateforme FP&A complète alimentée par l'IA qui amplifie pleinement l'écosystème technologique de Microsoft avec des intégrations natives et une innovation produit pour permettre à quiconque d'accéder de manière indépendante aux capacités, à l'expertise et aux insights FP&A dans leur flux de travail naturel. Plus de 2 000 entreprises de toutes tailles utilisent la plateforme primée de Vena pour accélérer les cycles budgétaires, les processus de planification, les rapports financiers et d'entreprise et plus encore. Vena est parfait pour les équipes de finance et de comptabilité à la recherche d'une plateforme FP&A flexible et facile à utiliser basée sur Excel qui peut être mise en œuvre rapidement. Essayez une visite interactive du produit : https://www.venasolutions.com/product-tours-hub Obtenez une démonstration gratuite : https://www.venasolutions.com/request-a-demo Les catégories G2 incluent : Logiciel de gestion de la performance d'entreprise (CPM), Logiciel de budgétisation et de prévision, Logiciel de clôture financière, Logiciel de gestion de la performance des ventes et plus encore.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

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

#### Who Is the Company Behind Vena?

- **Vendeur:** [Vena Solutions](https://www.g2.com/fr/sellers/vena-solutions)
- **Site Web de l'entreprise:** www.venasolutions.com
- **Année de fondation:** 2011
- **Emplacement du siège social:** Toronto
- **Twitter:** @venasolutions  
1,347 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employés sur LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["Révolutionné la budgétisation et le reporting avec Vena"](https://www.g2.com/fr/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

[Read full review](https://www.g2.com/fr/survey_responses/vena-review-12854573)

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

**Rating:** 5.0/5.0 stars

_— Mohamed S._

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

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

Datarails est une plateforme connectée à Excel, alimentée par l'IA, pour les rapports financiers et les analyses qui intègre la FP&A, la gestion de trésorerie, le contrôle des dépenses et la clôture de fin de mois dans un espace de travail flexible et évolutif. Avec plus de 600 intégrations à travers les systèmes de comptabilité, ERP, CRM, bancaires et HRIS, elle consolide automatiquement les données en une source unique de vérité afin que les équipes financières puissent passer moins de temps à collecter des informations et plus de temps à les analyser. Facile à utiliser et conçue pour s'adapter à la manière de travailler des équipes financières, Datarails soutient les flux de travail existants tout en renforçant la visibilité, les contrôles et la collaboration. En supprimant les tâches manuelles et en unifiant les opérations financières, elle aide le bureau du CFO à fournir des rapports plus rapides, des analyses plus précises et des décisions confiantes basées sur les données.

**Average Rating:** 4.6/5.0

**Total Reviews:** 368

#### How Do G2 Users Rate Datarails?

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

#### Who Is the Company Behind Datarails?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— ben ._

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

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

**Rating:** 4.5/5.0 stars

_— Jamie G._

[Read full review](https://www.g2.com/fr/survey_responses/datarails-review-13158805)

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

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

### [Workday Adaptive Planning](https://www.g2.com/fr/products/workday-adaptive-planning/reviews)

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

**Average Rating:** 4.3/5.0

**Total Reviews:** 381

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

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

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["Outil EPM complet avec une courbe d'apprentissage"](https://www.g2.com/fr/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

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

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

**Rating:** 4.0/5.0 stars

_— Robert D._

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

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

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

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

IBM Planning Analytics est une solution de planification intégrée alimentée par l'IA qui automatise vos processus de planification, de budgétisation et de prévision, permettant une analyse en temps réel sur une plateforme unique et régie. Éliminez les modèles manuels, identifiez les risques plus tôt et prenez des décisions qui maintiennent vos chiffres en avance sur les tendances. Conçu pour les leaders des finances et des opérations commerciales dans les domaines des finances, de la chaîne d'approvisionnement, des ressources humaines, du marketing, des ventes et au-delà, IBM Planning Analytics aide à éliminer les processus de planification inefficaces et sujets aux erreurs en connectant les plans financiers et opérationnels. Automatisez l'intégration des données, l'analyse et la collaboration pour une plus grande agilité à travers l'entreprise. Principales capacités : Planification intégrée : Connectez les plans financiers et opérationnels en utilisant une source de vérité régie sous une licence unique, unifiant les équipes et accélérant les cycles de planification. Suivi de la performance : Surveillez, analysez et communiquez la performance avec des tableaux de bord interactifs, des rapports personnalisés et une expérience de feuille de calcul native pour des informations fiables et en temps réel. Prévisions alimentées par l'IA : Améliorez la rapidité et la précision des prévisions avec une IA intégrée, permettant une modélisation de scénarios plus intelligente et des insights prédictifs. Prise de décision collaborative : Augmentez la participation et rationalisez les flux de travail en abaissant la barrière de compétence avec un assistant IA génératif, favorisant des décisions plus rapides et mieux informées. Apportez une planification d'entreprise collaborative et alimentée par l'IA à votre organisation à partir de 825 $/mois pour 5 utilisateurs.

**Average Rating:** 4.4/5.0

**Total Reviews:** 222

#### How Do G2 Users Rate IBM Planning Analytics?

- **Rapports:** 8.9/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.3/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.5/10 (Category avg: 8.6/10)
- **Planification étendue:** 9.1/10 (Category avg: 8.4/10)

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

- **Vendeur:** [IBM](https://www.g2.com/fr/sellers/ibm)
- **Site Web de l'entreprise:** www.ibm.com
- **Année de fondation:** 1911
- **Emplacement du siège social:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 employés sur LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Himanshu J._

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

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

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

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

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

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

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

Workiva Inc. (NYSE:WK) a pour mission de favoriser un reporting transparent pour un monde meilleur. Nous concevons et fournissons les solutions de reporting réglementaire, financier et ESG les plus avancées au monde pour répondre aux exigences des parties prenantes en matière d'action, de transparence et de divulgation des données financières et non financières. Notre plateforme cloud simplifie les défis de reporting et de divulgation les plus complexes en rationalisant les processus, en connectant les données et les équipes, et en garantissant la cohérence. En savoir plus sur workiva.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,131

#### How Do G2 Users Rate Workiva?

- **Rapports:** 8.7/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.9/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.8/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Workiva?

- **Vendeur:** [Workiva](https://www.g2.com/fr/sellers/workiva)
- **Site Web de l'entreprise:** www.workiva.com
- **Année de fondation:** 2008
- **Emplacement du siège social:** Ames, Iowa
- **Twitter:** @Workiva  
5,277 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Responsable de la Comptabilité Financière, Comptable senior
- **Top Industries:** Comptabilité, Services financiers
- **Company Size:** 57% Large, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs apprécient l' **interface conviviale** de Workiva, ce qui améliore considérablement les tâches quotidiennes et l'efficacité globale.
- Les utilisateurs apprécient les fonctionnalités de **collaboration en temps réel** de Workiva, qui améliorent le travail d'équipe et garantissent une source unique de vérité.
- Les utilisateurs apprécient l' **interface intuitive et l'intégration solide** de Workiva, améliorant l'efficacité de la gestion de la documentation et du contrôle.
- Les utilisateurs apprécient les fonctionnalités de **collaboration en temps réel** de Workiva, qui améliorent l'efficacité et rationalisent la gestion des rapports pour les équipes.
- Les utilisateurs apprécient la **forte intégration des rapports** , rendant la conformité et l'analyse intuitives et efficaces.

##### Cons

- Les utilisateurs remarquent les **fonctionnalités manquantes** dans Workiva, telles que les options d'intégration et un manque d'automatisation dans les approbations.
- Les utilisateurs trouvent la **, en particulier pour ceux qui sont moins familiers avec la technologie, nécessitant un temps de formation dédié.**
- Les utilisateurs trouvent la **difficulté d'apprentissage** significative, nécessitant du temps pour s'adapter et comprendre les modules de la plateforme.
- Les utilisateurs trouvent que la **fonctionnalité limitée** de Workiva manque de fonctionnalités avancées par rapport à des concurrents comme Excel.
- Les utilisateurs trouvent que les **capacités de gestion de flux de travail de Workiva sont insuffisantes** par rapport à Excel ou Word, nécessitant un développement supplémentaire.

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

**["Rapports simplifiés avec intégration Excel"](https://www.g2.com/fr/survey_responses/workiva-review-12603376)**

**Rating:** 4.5/5.0 stars

_— Michelle L._

[Read full review](https://www.g2.com/fr/survey_responses/workiva-review-12603376)

**["Rapports rationalisés avec une marge d'amélioration"](https://www.g2.com/fr/survey_responses/workiva-review-4678942)**

**Rating:** 4.0/5.0 stars

_— Chad B._

[Read full review](https://www.g2.com/fr/survey_responses/workiva-review-4678942)

### [OneStream - Unified EPM](https://www.g2.com/fr/products/onestream-unified-epm/reviews)

OneStream permet aux directeurs financiers, contrôleurs et cadres financiers d'aujourd'hui d'aller au-delà des rapports traditionnels et de développer des stratégies prêtes pour l'avenir grâce à une plateforme complète de gestion de la performance d'entreprise (EPM) / gestion de la performance d'entreprise (CPM). En unifiant toutes les données financières et opérationnelles sur une plateforme unique et extensible, OneStream permet aux équipes financières d'accélérer la consolidation et la clôture financières, de rationaliser la planification et les prévisions, et d'exploiter l'IA pour convertir des données complexes en stratégies commerciales percutantes. Avec plus de 1 700 clients, dont 15 % du Fortune 500, plus de 280 partenaires de mise sur le marché, d'implémentation et de développement, et environ 1 400 employés, notre vision est de devenir le système d'exploitation de la finance moderne. Aperçu de la plateforme et capacités clés : OneStream unifie les fonctions financières essentielles - de la consolidation financière à la planification et à l'analyse pilotées par l'IA - le tout en un seul endroit. La plateforme soutient une planification et des prévisions rapides, améliore la productivité et s'adapte aux besoins évolutifs de votre entreprise sans accumuler de dette technique. Les capacités clés incluent : • Consolidation financière : Unifiez de manière unique la gestion de la qualité des données financières avec des capacités préconstruites pour soutenir les US GAAP, IFRS, éliminations interentreprises, change, traduction de devises et flux de trésorerie et fournissez des informations sur les acquisitions. Calculs avancés de change et de flux de trésorerie. • Clôture financière et reporting : Simplifiez les processus de clôture financière avec un seul bilan de vérification et un flux de travail à travers les rapprochements de comptes, la correspondance des transactions, les tableaux de bord interactifs, le connecteur MSFT Certified Power BI, le reporting narratif, le reporting statutaire, le reporting de gestion, et les intégrations MSFT Excel et PowerPoint. • Conformité, fiscalité et reporting ESG : Répondez aux exigences réglementaires, rationalisez les provisions fiscales et abordez le reporting environnemental, social et de gouvernance (ESG) avec facilité. • Planification et analyse financières (FP&A) : Capacités préconstruites de planification financière, budgétisation et prévision complètes, y compris l'analyse de scénarios, la planification basée sur les moteurs, les prévisions descendantes et ascendantes, et la planification stratégique à tous les niveaux de votre entreprise. • Planification intégrée des affaires alimentée par l'IA : Créez des prévisions sans contact à travers vos produits et opérations avec la prévision de la demande, la planification de la main-d'œuvre, la gestion de la performance des ventes et la planification du capital pour unifier vos équipes, favoriser la collaboration et orienter la performance de l'entreprise. • Analyse de la rentabilité et des coûts : Effectuez une analyse détaillée de la rentabilité pour informer l'allocation des ressources et optimiser les résultats financiers.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

#### How Do G2 Users Rate OneStream - Unified EPM?

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

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

- **Vendeur:** [OneStream Software](https://www.g2.com/fr/sellers/onestream-software)
- **Site Web de l'entreprise:** www.onestream.com
- **Emplacement du siège social:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,690 employés sur LinkedIn®

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.0/5.0 stars

_— Damaris D._

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

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

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/fr/survey_responses/onestream-unified-epm-review-7860983)

#### What Are G2 Users Discussing About OneStream - Unified EPM?

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

### [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:** 108

#### 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?

**["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)

**["Financial Analysis, Budgeting, and Forecasting Made Easy"](https://www.g2.com/survey_responses/aleph-review-13188949)**

**Rating:** 5.0/5.0 stars

_— Mark L._

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

### [Planful](https://www.g2.com/fr/products/planful/reviews)

Planful est le pionnier des logiciels cloud de gestion de la performance financière. La plateforme Planful, qui aide les entreprises à atteindre une performance financière optimale, est utilisée dans le monde entier pour rationaliser la planification, le budget, les consolidations, le reporting et l'analyse à l'échelle de l'entreprise. Les capacités d'IA primées de Planful accélèrent la prise de décision, aidant les utilisateurs de Planful dans plus de 100 pays à clôturer plus rapidement, à accélérer les cycles, à augmenter la productivité et à améliorer la précision. Planful est une entreprise privée avec plus de 1 500 clients, dont Bose, les Boston Red Sox, Five Guys, Grafton Plc, Gousto et Specialized, et est soutenue par Vector Capital, une société de capital-investissement mondiale de premier plan. Apprenez-en plus sur Planful.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 497

#### How Do G2 Users Rate Planful?

- **Rapports:** 8.8/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 8.8/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.1/10 (Category avg: 8.6/10)
- **Planification étendue:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Planful?

- **Vendeur:** [Planful](https://www.g2.com/fr/sellers/planful)
- **Site Web de l'entreprise:** www.planful.com
- **Année de fondation:** 2000
- **Emplacement du siège social:** San Francisco, CA
- **Twitter:** @Planful  
7,546 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste financier, Analyste Financier Senior
- **Top Industries:** Logiciels informatiques, Soins hospitaliers et de santé
- **Company Size:** 48% Medium, 45% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs louent la **facilité d'utilisation** de Planful, soulignant son design intuitif et sa dépendance minimale au support informatique.
- Les utilisateurs apprécient les **capacités de reporting rationalisées** de Planful, améliorant l'efficacité et permettant une analyse stratégique.
- Les utilisateurs apprécient l' **efficacité de la génération de rapports simplifiée** de Planful, ce qui améliore la concentration sur l'analyse stratégique et l'efficacité opérationnelle.
- Les utilisateurs apprécient les **capacités d'automatisation** de Planful, rationalisant la gestion des données et améliorant l'efficacité de l'analyse financière.
- Les utilisateurs apprécient Planful pour sa **gestion centralisée des données** et sa facilité d'utilisation, améliorant l'intégration et la collaboration en équipe.

##### Cons

- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Planful, rendant la mise en œuvre initiale et la compréhension assez difficiles.
- Les utilisateurs sont confrontés à une **courbe d'apprentissage abrupte** avec Planful, ce qui complique la configuration initiale et la compréhension pour les nouveaux adoptants.
- Les utilisateurs notent un manque de **fonctionnalités de reporting et de tableau de bord** , ce qui entrave leur capacité à gérer efficacement le stockage et l'accès aux données.
- Les utilisateurs trouvent que Planful n'est **pas intuitif** , luttant avec sa configuration complexe et sa courbe d'apprentissage abrupte.
- Les utilisateurs notent un besoin d' **améliorations dans les modules de planification** et d'une documentation plus claire pour améliorer l'expérience globale.

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

**["Prévisions puissantes et données en direct Excel qui économisent des heures"](https://www.g2.com/fr/survey_responses/planful-review-13159111)**

**Rating:** 4.5/5.0 stars

_— Utilisateur vérifié à Loisirs, voyages et tourisme_

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

**["Budgétisation sans effort avec un soutien exceptionnel"](https://www.g2.com/fr/survey_responses/planful-review-12981881)**

**Rating:** 4.5/5.0 stars

_— Karthik S._

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

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

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

### [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:** 114

#### 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, 33% 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?

**["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)

**["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)

### [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 leading ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, MIP, and more, plus legacy systems including Sage 100, 200, 300, Great Plains, and Aplos. 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:** 98

#### 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?:** 9.8/10 (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:** 50% Medium, 31% 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)

### [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 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. Flow is built for Construction finance teams. Flow gives builders real-time visibility into the numbers that actually run a job. Connect your project management stack — like JobTread, Procore, or Buildertrend to automatically produce WIP schedules, job-costing, and Cash Flow reports, without rebuilding spreadsheets every month. Roll results up across multiple entities and locations for instant consolidated financials. Forecast Cash Flow by job so you always know which projects are making money and where you're over- or under-billed. 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. 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)

### [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:** 4.6/5.0

**Total Reviews:** 40

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

- **Has the product been a good partner in doing business?:** 9.5/10 (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:** 68% Small, 29% 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?

**["Robust Accounting with Minor Improvements Needed"](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13178968)**

**Rating:** 4.5/5.0 stars

_— RD H._

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

**["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)

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/fr/products/prophix-software/reviews)

Prophix® est un leader mondial dans la gestion de la performance financière, permettant aux équipes financières de diriger avec clarté, capacité et confiance. Prophix One est une plateforme de performance financière basée sur le cloud qui unifie la budgétisation, la prévision, le reporting, et la clôture et consolidation financière en une solution SaaS sécurisée. Propulsée par Prophix One Intelligence (IA), la plateforme automatise la préparation des données, identifie les anomalies et fournit des informations exploitables. Les flux de travail intégrés et les modèles configurables sont conçus pour accélérer la mise en œuvre et permettre un retour sur investissement plus rapide. L'interface utilisateur est adaptée aux professionnels de la finance, soutenant l'adoption sans nécessiter une expertise technique approfondie tout en maintenant une sécurité et des contrôles de niveau entreprise. Avec près de quatre décennies d'innovation et plus de 3 000 clients dans plus de 100 pays, Prophix est un partenaire de confiance pour les organisations gérant des processus financiers complexes à grande échelle.

**Average Rating:** 4.4/5.0

**Total Reviews:** 218

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

- **Rapports:** 8.5/10 (Category avg: 8.8/10)
- **the product a-t-il été un bon partenaire commercial?:** 9.2/10 (Category avg: 9.2/10)
- **Rapports personnalisés:** 8.9/10 (Category avg: 8.6/10)
- **Planification étendue:** 8.5/10 (Category avg: 8.4/10)

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

- **Vendeur:** [Prophix](https://www.g2.com/fr/sellers/prophix)
- **Site Web de l'entreprise:** www.prophix.com
- **Année de fondation:** 1987
- **Emplacement du siège social:** Ontario, Canada
- **Twitter:** @prophix  
1,990 abonnés Twitter
- **Page LinkedIn®:** [www.linkedin.com](https://www.g2.com/fr/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 employés sur LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analyste Financier Senior, Analyste financier
- **Top Industries:** Assurances, Construction
- **Company Size:** 56% Medium, 37% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Les utilisateurs trouvent que Prophix est **très facile à utiliser** , ce qui améliore la collaboration et simplifie la création de rapports financiers entre les départements.
- Les utilisateurs apprécient la **flexibilité et l'efficacité des rapports** dans Prophix, ce qui améliore leur gestion financière et leurs flux de travail.
- Les utilisateurs apprécient **l'automatisation et la centralisation des données financières** dans Prophix, ce qui améliore l'accessibilité et l'efficacité des rapports.
- Les utilisateurs apprécient l' **efficacité des rapports** du logiciel Prophix, améliorant les rapports en libre-service et rationalisant les processus financiers.
- Les utilisateurs apprécient les **capacités d'économie de temps** du logiciel Prophix, simplifiant les processus et améliorant l'efficacité dans tous les départements.

##### Cons

- Les utilisateurs rencontrent une **performance lente** avec Prophix, en particulier lors du chargement des rapports ou de la navigation dans des intégrations complexes.
- Les utilisateurs trouvent la **courbe d'apprentissage abrupte** du logiciel Prophix difficile, en particulier en ce qui concerne l'intégration des données et la gestion des formules.
- Les utilisateurs sont souvent confrontés à une **courbe d'apprentissage abrupte** avec le logiciel Prophix, nécessitant un temps et une formation considérables pour maîtriser ses fonctionnalités.
- Les utilisateurs rencontrent une **courbe d'apprentissage abrupte** avec Prophix, nécessitant un temps et une formation significatifs pour maîtriser ses fonctionnalités.
- Les utilisateurs trouvent que la **fonctionnalité limitée** du logiciel Prophix est restrictive, ce qui affecte leur efficacité en matière de rapports et leurs options de personnalisation.

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

**["Outil financier robuste avec un excellent support"](https://www.g2.com/fr/survey_responses/prophix-software-review-10733312)**

**Rating:** 4.5/5.0 stars

_— Corey H._

[Read full review](https://www.g2.com/fr/survey_responses/prophix-software-review-10733312)

**["Gestion financière sans effort avec Prophix"](https://www.g2.com/fr/survey_responses/prophix-software-review-12781305)**

**Rating:** 5.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/fr/survey_responses/prophix-software-review-12781305)

#### What Are G2 Users Discussing About Prophix Software?

- [À quoi sert le logiciel Prophix ?](https://www.g2.com/fr/discussions/what-is-prophix-software-used-for) - 1 comment

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[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 budgeting with centralized database control

 | 

User Review

"Revolutionized Budgeting and Reporting with Vena"

 |
| 

 | 

Excel-native consolidation with live ERP integration

 | 

User Review

"Seamless, Faultless Reporting That Makes Work Easier"

 |
| 

 | 

TM1-powered multidimensional planning with Excel integration

 | 

User Review

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

 |
| 

 | 

Linked financial reporting with audit trails

 | 

User Review

"Streamlined Reporting with Excel Integration"

 |
| 

 | 

Multi-ERP consolidation with extensible dimensionality

 | 

User Review

"AVP, Engineering"

 |
| 

 | 

Excel-native FP&A with ERP data automation

 | 

User Review

"Financial Analysis, Budgeting, and Forecasting Made Easy"

 |
| 

 | 

Excel-native consolidation with multi-ERP drill-through

 | 

User Review

"Powerful Forecasting and Excel Live Data That Saves Hours"

 |

* * *

Show More

### FP&A (Financial Planning & Analysis) Topics

- [FP&A Software software buying insights at a glance](#fp-a-software-software-buying-insights-at-a-glance)
- [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers)
- [What are the top-reviewed FP&A Software on G2?](#what-are-the-top-reviewed-fp-a-software-on-g2)
- [What I Often See in FP&A Software](#what-i-often-see-in-fp-a-software)
- [My Expert Takeaway on FP&A Software](#my-expert-takeaway-on-fp-a-software)
- [FP&A Software FAQs](#fp-a-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### FP&A (Financial Planning & Analysis) Topics
Expand/Collapse ](#)
- [FP&A Software software buying insights at a glance](#fp-a-software-software-buying-insights-at-a-glance)
- [Top 5 FAQs from software buyers:](#top-5-faqs-from-software-buyers)
- [What are the top-reviewed FP&A Software on G2?](#what-are-the-top-reviewed-fp-a-software-on-g2)
- [What I Often See in FP&A Software](#what-i-often-see-in-fp-a-software)
- [My Expert Takeaway on FP&A Software](#my-expert-takeaway-on-fp-a-software)
- [FP&A Software FAQs](#fp-a-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More 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**