# Best FP&A Software with Version Control Capabilities

## 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=582&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682)

Highlighted products: Anaplan, Workday Adaptive Planning, Datarails, Vena, 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=workday-adaptive-planning&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph)

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[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=2026-08-06T09%3A37%3A44Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&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%2Ff%2Fversion-control%3Fopen_modal_url%3D%252Fproducts%252Fonestream-unified-epm%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffp-a-financial-planning-analysis%25252Ff%25252Fversion-control%2526source%253Dcategory&secure%5Btoken%5D=f6bbf4e71f09a81d4b10fa8947a61e98e1c12a9158ea62269963412a834ce32e&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3DFP%26A&secure%5Burl_type%5D=custom_url)

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

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.

**Average Rating:** 4.6/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Anaplan?

- **Reporting:** 8.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Anaplan?

- **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan)
- **Company Website:** www.anaplan.com
- **Year Founded:** 2006
- **HQ Location:** Miami, FL
- **Twitter:** @anaplan  
21,768 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,836 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager, Senior Consultant
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 52% Large, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Anaplan's **ease of use** exceptional, enhancing collaboration and simplifying the planning process for all types of users.
- Users value the **flexibility** of Anaplan, allowing customized planning models that adapt to their unique business needs.
- Users value the **user-friendly interface** of Anaplan, which simplifies complex planning applications across various use cases.
- Users value the **efficiency** of Anaplan, enabling quick responses to changing business needs with integrated planning solutions.
- Users value Anaplan for its **easy-to-use and scalable planning capabilities** , enhancing decision-making across various business areas.

##### Cons

- Users criticize Anaplan for **limited support and high costs** , along with performance issues affecting large datasets and analysis.
- Users express concerns over **missing features** like public APIs and poor data visualization, impacting overall usability.
- Users find the **learning curve steep** in mastering Anaplan, needing significant time and expertise for optimal use.
- Users experience **performance issues** with Anaplan, particularly lengthy loading times during complex calculations and workspace limitations.
- Users find a **lack of features** in Anaplan, feeling essential tools are either missing or behind paywalls.

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

**["Real-Time, Flexible Modeling That Speeds Up Decision-Making"](https://www.g2.com/survey_responses/anaplan-review-12715706)**

**Rating:** 4.0/5.0 stars

_— Alex P._

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

**["Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan"](https://www.g2.com/survey_responses/anaplan-review-12927992)**

**Rating:** 4.5/5.0 stars

_— Kumar S._

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

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

- [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment
- [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments
- [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment
- [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments
- [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments

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

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

- **Reporting:** 9.1/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vena?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation.
- Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management.
- Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes.
- Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders.
- Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly.

##### Cons

- Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process.
- Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes.
- Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes.
- Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome.
- Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency.

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

**["Revolutionized Budgeting and Reporting with Vena"](https://www.g2.com/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

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

**["Endless Solution for Finance professionals"](https://www.g2.com/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

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

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

Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.

**Average Rating:** 4.6/5.0

**Total Reviews:** 369

#### How Do G2 Users Rate Datarails?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Datarails?

- **Seller:** [Datarails](https://www.g2.com/sellers/datarails)
- **Company Website:** www.Datarails.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @datarails  
1,139 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website)  
397 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Chief Financial Officer
- **Top Industries:** Financial Services, Hospital & Health Care
- **Company Size:** 71% Medium, 21% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently.
- Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use.
- Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management.
- Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance.
- Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting.

##### Cons

- Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software.
- Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process.
- Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform.
- Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time.
- Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts.

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

**["Seamless, Faultless Reporting That Makes Work Easier"](https://www.g2.com/survey_responses/datarails-review-13067556)**

**Rating:** 5.0/5.0 stars

_— ben ._

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

**["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

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

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

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

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

Workday Adaptive Planning ofrece a los líderes financieros y empresariales una inteligencia de decisiones ilimitada con planificación, pronósticos e informes impulsados por IA. La plataforma conecta datos en vivo de cualquier combinación de sistemas ERP, RRHH, CRM, sistemas operativos y plataformas de datos en la nube, ya sea que funcionen o no en Workday, en un único modelo de planificación, para que las organizaciones puedan ver el impacto de las decisiones en todo el negocio antes de comprometerse. La tecnología patentada Elastic Hypercube Technology (EHT) impulsa un motor de alto rendimiento en memoria que calcula escenarios complejos y de alta dimensión en tiempo real, mientras que el Agente de Planificación convierte esos modelos en explicaciones y recomendaciones en lenguaje sencillo, todo dentro de un marco de IA responsable, un enfoque de retención cero y seguridad de nivel empresarial.

**Average Rating:** 4.3/5.0

**Total Reviews:** 383

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

- **Informes:** 8.1/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 8.5/10 (Category avg: 9.2/10)
- **Informes personalizados:** 7.9/10 (Category avg: 8.6/10)
- **Planificación ampliada:** 8.0/10 (Category avg: 8.4/10)

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

- **Vendedor:** [Workday](https://www.g2.com/es/sellers/workday)
- **Sitio web de la empresa:** www.workday.com
- **Año de fundación:** 2005
- **Ubicación de la sede:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/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 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Analista Financiero, Analista Financiero Senior
- **Top Industries:** Software de Computadora, Tecnología de la información y servicios
- **Company Size:** 56% Medium, 33% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios aprecian la **facilidad de uso** de Workday Adaptive Planning, mejorando las actividades diarias y la colaboración en equipo.
- Los usuarios valoran la **eficiencia** de Workday Adaptive Planning, haciendo que los flujos de trabajo sean más rápidos, más precisos y más fáciles de escalar.
- Los usuarios valoran la **integración de la planificación financiera y de la fuerza laboral** en Workday Adaptive Planning, mejorando la colaboración y la toma de decisiones.
- Los usuarios valoran la **interfaz flexible y fácil de usar** de Workday Adaptive Planning, mejorando la escalabilidad y la colaboración entre equipos.
- Los usuarios aprecian la **estructura, flexibilidad y transparencia** que ofrece Workday Adaptive Planning para la planificación y previsión financiera.

##### Cons

- Los usuarios encuentran que la **complejidad de las configuraciones e integraciones** en Workday Adaptive Planning puede obstaculizar el funcionamiento fluido, especialmente para los recién llegados.
- Los usuarios encuentran el **proceso de configuración e integración complejo** , lo que hace que la entrada de datos y la personalización sean engorrosas y consuman mucho tiempo.
- Los usuarios encuentran **difícil el proceso de integración y configuración** , lo que lleva a una curva de aprendizaje pronunciada y desafíos con la gestión de datos.
- Los usuarios notan la **empinada curva de aprendizaje** con Workday Adaptive Planning, lo que afecta la eficiencia inicial y la confianza en el uso.
- Los usuarios encuentran que la **personalización difícil** en Workday Adaptive Planning es lenta y compleja, especialmente para necesidades únicas.

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

**["Planificación de escenarios hipotéticos poderosa con conexiones fluidas de ERP/CRM"](https://www.g2.com/es/survey_responses/workday-adaptive-planning-review-13215308)**

**Rating:** 5.0/5.0 stars

_— Shivam M._

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

**["Herramienta EPM integral con una curva de aprendizaje"](https://www.g2.com/es/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

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

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

- [¿Para qué se utiliza Workday Adaptive Planning?](https://www.g2.com/es/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes
- [¿Workday hace planificación de la fuerza laboral?](https://www.g2.com/es/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote

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

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

**Average Rating:** 4.4/5.0

**Total Reviews:** 222

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

- **Reporting:** 8.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)

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

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Company Website:** www.ibm.com
- **Year Founded:** 1911
- **HQ Location:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Analyst
- **Top Industries:** Information Technology and Services, Financial Services
- **Company Size:** 51% Large, 36% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **enhanced efficiency** of IBM Planning Analytics, streamlining data analysis and minimizing manual tasks.
- Users value the **planning efficiency** of IBM Planning Analytics, enhancing data management and simplifying budgeting processes.
- Users value the **strong data visualization features** that simplify complex data analysis for informed financial decisions.
- Users appreciate the **forecasting accuracy** of IBM Planning Analytics, empowering them to make data-driven decisions efficiently.
- Users appreciate the **user-friendly interface** of IBM Planning Analytics, enabling efficient modeling and real-time data analysis.

##### Cons

- Users find the **learning curve challenging** , especially with the complex interface and initial setup of IBM Planning Analytics.
- Users face a **challenging learning difficulty** with IBM Planning Analytics, particularly during initial setup and onboarding.
- Users face a **steep learning curve** with IBM Planning Analytics, often finding it complex and unintuitive for new users.
- Users find the **complexity** of IBM Planning Analytics challenging, particularly during initial setup and navigation for newcomers.
- Users find the **difficult learning** curve challenging, especially for new users navigating complex features and workflows.

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

**["Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)**

**Rating:** 4.5/5.0 stars

_— Himanshu J._

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

**["Robust, Efficient Yet Complex for New Users"](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)**

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

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

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

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

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

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

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

- **Reporting:** 8.9/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)

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

- **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software)
- **Company Website:** www.onestream.com
- **HQ Location:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Financial Services
- **Company Size:** 63% Large, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find OneStream's **ease of use** invaluable, enhancing efficiency and confidence in financial data management.
- Users value the **unified platform for financial data** , streamlining communication and consolidation for seamless reporting.
- Users value the **flexibility** of OneStream, allowing tailored solutions that meet diverse organizational needs.
- Users value the **real-time reporting capabilities** of OneStream, enhancing their decision-making with instant insights.
- Users appreciate the **single platform** that integrates consolidation, planning, and reporting for seamless financial management.

##### Cons

- Users find the **learning difficulty** of OneStream significant, often recommending training for better understanding and usage.
- Users face a **steep learning curve** with OneStream, necessitating extensive training for effective use and adoption.
- Users find the **learning curve steep** , recommending training due to the intimidating and non-intuitive interface for new users.
- Users find the **complexity** of OneStream challenging, especially with dashboarding and writing Business Rules without prior knowledge.
- Users find **dashboard limitations** hinder performance, making it challenging to use effectively out of the box.

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

**["AVP, Engineering"](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

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

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

**Rating:** 5.0/5.0 stars

_— Tahir H._

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

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

- [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments
- [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments

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

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.

**Average Rating:** 4.3/5.0

**Total Reviews:** 498

#### How Do G2 Users Rate Planful?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Planful?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 4.5/5.0 stars

_— Verified User in Leisure, Travel & Tourism_

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

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

**Rating:** 5.0/5.0 stars

_— Verified User in Consumer Goods_

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

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

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

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

**Average Rating:** 4.4/5.0

**Total Reviews:** 218

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

- **Reporting:** 8.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)

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

- **Seller:** [Prophix](https://www.g2.com/sellers/prophix)
- **Company Website:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
577 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Insurance, Construction
- **Company Size:** 56% Medium, 37% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments.
- Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows.
- Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency.
- Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes.
- Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments.

##### Cons

- Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations.
- Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management.
- Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features.
- Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features.
- Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options.

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

**["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)**

**Rating:** 4.5/5.0 stars

_— Corey H._

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

**["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)**

**Rating:** 5.0/5.0 stars

_— James W._

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

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

- [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment

### [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews)

With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt.

**Average Rating:** 4.2/5.0

**Total Reviews:** 750

#### How Do G2 Users Rate SAP Analytics Cloud?

- **Reporting:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind SAP Analytics Cloud?

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP  
297,052 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8fd712dbd816fadfc039a60dcf8c1a3d6a48469756075586fa0be3da7e4b74d7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsap%2F&secure%5Burl_type%5D=linkedin_company_website)  
141,955 employees on LinkedIn®
- **Ownership:** NYSE:SAP

#### Who Uses This Product?

- **Who Uses This:** Senior Consultant, Consultant
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 49% Large, 28% Medium

#### What Do G2 Reviewers Say About SAP Analytics Cloud?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** in SAP Analytics Cloud, facilitating effortless data understanding and streamlined reporting.
- Users appreciate the **wide range of data connectivity options** in SAP Analytics Cloud, enhancing integration and analytics capabilities.
- Users value the **interactive dashboards** of SAP Analytics Cloud, which enhance data clarity and user customization.
- Users value the **easy integrations** of SAP Analytics Cloud, enjoying seamless connectivity and efficient data analysis across projects.
- Users appreciate the **wide range of data connectivity and predictive analytics** in SAP Analytics Cloud for effective decision-making.

##### Cons

- Users experience **slow performance** with SAP Analytics Cloud, particularly when working with complex datasets and large models.
- Users face a **steep learning curve** with SAP Analytics Cloud, requiring training to navigate its complex features effectively.
- Users find the **steep learning curve** challenging, especially without guidance for navigating SAP Analytics Cloud's features.
- Users experience significant **performance issues** with SAP Analytics Cloud, particularly with large datasets and complex calculations.
- Users experience **slow performance with large datasets** , making complex analyses cumbersome and time-consuming.

#### What Are Recent G2 Reviews of SAP Analytics Cloud?

**["SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)**

**Rating:** 5.0/5.0 stars

_— Muzammil M._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)

**["Reliable & User-Friendly Analytics Tool"](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)**

**Rating:** 4.0/5.0 stars

_— sagar i._

[Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12885706)

#### What Are G2 Users Discussing About SAP Analytics Cloud?

- [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments
- [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote
- [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment
- [How does SAP Analytics calculate average cloud?](https://www.g2.com/discussions/how-does-sap-analytics-calculate-average-cloud)
- [What is predictive analytics software?](https://www.g2.com/discussions/sap-predictive-analytics-what-is-predictive-analytics-software) - 1 comment

### [Board](https://www.g2.com/products/board/reviews)

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.

**Average Rating:** 4.4/5.0

**Total Reviews:** 303

#### How Do G2 Users Rate Board?

- **Reporting:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Board?

- **Seller:** [Board International](https://www.g2.com/sellers/board-international)
- **Company Website:** www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware  
27,073 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f8ce543b4ab52ef9ff3a193f5b9907487af6980029b68461a54f1dd2dbee6a92&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F98246%2F&secure%5Burl_type%5D=linkedin_company_website)  
932 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Software Engineer, Software Developer
- **Top Industries:** Information Technology and Services, Computer Software
- **Company Size:** 57% Medium, 40% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find BOARD's interface **easy to use** , enabling quick report generation and seamless updates for customized solutions.
- Users value the **flexibility** of BOARD, enabling tailored solutions that adapt seamlessly to various business processes.
- Users appreciate the **flexibility and ease of integration** of Board, making data management simple and efficient.
- Users value the **efficiency** of BOARD for seamless sales, operations, and merchandising activities in one platform.
- Users value BOARD's **customization capabilities** , allowing tailored solutions that fit organizational cultures and workflows perfectly.

##### Cons

- Users experience **slow performance** with large datasets and complex setups, impacting efficiency and report creation.
- Users find the **steep learning curve** of Board frustrating, often hindering effective usage and efficiency.
- Users often find **missing features** in report creation limits their ability to effectively utilize the platform.
- Users experience **poor visualization** with Board, facing challenges in dashboard design and complex data handling.
- Users often find Board's **complexity** a challenge, especially regarding setup and performance with large datasets.

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

**["Ideal solution for improving business performance"](https://www.g2.com/survey_responses/board-review-10785693)**

**Rating:** 4.5/5.0 stars

_— Lorenzo L._

[Read full review](https://www.g2.com/survey_responses/board-review-10785693)

**["Flexible All-in-One Platform for Planning, Reporting, and Analytics"](https://www.g2.com/survey_responses/board-review-13173372)**

**Rating:** 5.0/5.0 stars

_— Constantinos A._

[Read full review](https://www.g2.com/survey_responses/board-review-13173372)

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

- [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote

### [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews)

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

**Average Rating:** 4.3/5.0

**Total Reviews:** 73

#### How Do G2 Users Rate CCH Tagetik?

- **Reporting:** 9.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind CCH Tagetik?

- **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1)
- **Company Website:** www.wolterskluwer.com
- **Year Founded:** 1987
- **HQ Location:** Alphen aan den Rijn, NL
- **Twitter:** @Wolters\_Kluwer  
17,786 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d2fb80a693d690a66d81177c87cf6980cdb4f796fb21b9bd15cef37fcaca0b25&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwolters-kluwer%2F&secure%5Burl_type%5D=linkedin_company_website)  
22,177 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Banking, Insurance
- **Company Size:** 57% Large, 27% Medium

#### What Do G2 Reviewers Say About CCH Tagetik?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **user-friendly design** of CCH Tagetik, making it easy to navigate and efficient for daily tasks.
- Users highlight the **efficiency** of CCH Tagetik, praising its automation and user-friendly interface for simplifying financial tasks.
- Users are impressed by the **robust and user-friendly features** of CCH Tagetik, enhancing efficiency and simplifying financial processes.
- Users value the **powerful and dynamic reporting features** of CCH Tagetik, enabling quick and efficient corporate reporting.
- Users value the **robust data management** features of CCH Tagetik, enhancing efficiency and accuracy in financial processes.

##### Cons

- Users find the **learning curve steep** initially, but key functions become manageable with training and experience.
- Users find CCH Tagetik's interface somewhat complex, making **learning difficult** despite being manageable with enough training.
- Users find the **initial setup and interface of CCH Tagetik too complex** , leading to a steep learning curve and inefficiencies.
- Users find the **usability complex** , requiring substantial effort and training for effective implementation and use.
- Users often find the **initial setup complex** , leading to a steep learning curve that complicates onboarding.

#### What Are Recent G2 Reviews of CCH Tagetik?

**["Streamlined Financial Planning with Robust Features, Steep Learning Curve"](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)**

**Rating:** 4.5/5.0 stars

_— Charles M._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)

**["CCH Tagetik – Personal Feedback"](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)**

**Rating:** 5.0/5.0 stars

_— Dawid N._

[Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)

#### What Are G2 Users Discussing About CCH Tagetik?

- [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for)

### [Acterys](https://www.g2.com/products/acterys/reviews)

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

**Average Rating:** 4.8/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Acterys?

- **Reporting:** 9.7/10 (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:** 9.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.6/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Acterys?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Information Technology and Services
- **Company Size:** 66% Small, 29% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **automation capabilities** of Acterys for seamlessly integrating and customizing planning processes in Power BI.
- Users value the **seamless connectivity** of Acterys, enabling effortless integration with multiple data sources and tools.
- Users value the **easy integrations** in Acterys, facilitating seamless connections with data sources and enhancing productivity.
- Users appreciate the **intuitive integration with Power BI** and reliable write-back features that save time in planning.
- Users appreciate the **seamless data integrations** in Acterys, facilitating smooth workflows and efficient planning processes.

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

**["Acterys - An innovative solution"](https://www.g2.com/survey_responses/acterys-review-11449495)**

**Rating:** 5.0/5.0 stars

_— Luis C._

[Read full review](https://www.g2.com/survey_responses/acterys-review-11449495)

**["Initially bought it for FP&A and now use it for so much more"](https://www.g2.com/survey_responses/acterys-review-9657795)**

**Rating:** 5.0/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/acterys-review-9657795)

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

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

### [Solver](https://www.g2.com/products/solver/reviews)

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.

**Average Rating:** 4.5/5.0

**Total Reviews:** 250

#### How Do G2 Users Rate Solver?

- **Reporting:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Solver?

- **Seller:** [Solver](https://www.g2.com/sellers/solver)
- **Company Website:** www.solverglobal.com
- **Year Founded:** 1996
- **HQ Location:** Calabasas, CA.
- **Twitter:** @SolverGlobal  
552 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a53d3debbd8b2072ff0a19cb5185225256b695e536321df900f6ae4c285ca428&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F38094%2F&secure%5Burl_type%5D=linkedin_company_website)  
196 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Senior Financial Analyst
- **Top Industries:** Accounting, Non-Profit Organization Management
- **Company Size:** 67% Medium, 17% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find that Solver enhances **reporting efficiency** , making it easy to generate comprehensive reports from multiple sources.
- Users value the **ease of use** of Solver, enhancing flexibility in reporting and streamlining the budgeting process.
- Users value the **Excel integration** of Solver, enhancing reporting flexibility and simplifying data input processes.
- Users commend the **ease of report creation** in Solver, greatly enhancing their budgeting and financial reporting processes.
- Users value the **reporting quality** of Solver, enabling efficient data organization and timely access to crucial information.

##### Cons

- Users experience a **significant learning difficulty** with Solver, although support resources help mitigate the challenge.
- Users experience **confusion with new features and error messages** , requiring time to grasp and resolve issues effectively.
- Users face **data management challenges** with uploads, reporting inconsistencies, and limitations in associating data with journal entries.
- Users face a significant **learning curve** with Solver, requiring time and effort to fully utilize its features.
- Users find the **difficult setup** of Solver challenging, especially for payroll budgets and employee adjustments.

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

**["Effortless Reports with Seamless Integration"](https://www.g2.com/survey_responses/solver-review-10975839)**

**Rating:** 5.0/5.0 stars

_— tom c._

[Read full review](https://www.g2.com/survey_responses/solver-review-10975839)

**["Solver Speeds Up Production-Ready Reports"](https://www.g2.com/survey_responses/solver-review-13154571)**

**Rating:** 4.5/5.0 stars

_— Chavarous K._

[Read full review](https://www.g2.com/survey_responses/solver-review-13154571)

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

- [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for)
- [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for)

### [Hubble](https://www.g2.com/products/hubble/reviews)

For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT.

**Average Rating:** 4.6/5.0

**Total Reviews:** 48

#### How Do G2 Users Rate Hubble?

- **Reporting:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 10.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Hubble?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 54% Large, 46% Medium

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

**["User-Friendly, Hassle-Free Daily Lenses from Order to Delivery"](https://www.g2.com/survey_responses/hubble-review-12626203)**

**Rating:** 5.0/5.0 stars

_— KeiAsia H._

[Read full review](https://www.g2.com/survey_responses/hubble-review-12626203)

**["Hubble Insight Reporting"](https://www.g2.com/survey_responses/hubble-review-8358189)**

**Rating:** 4.5/5.0 stars

_— Geremie L._

[Read full review](https://www.g2.com/survey_responses/hubble-review-8358189)

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

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

### [AchieveIt](https://www.g2.com/products/achieveit/reviews)

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.

**Average Rating:** 4.4/5.0

**Total Reviews:** 199

#### How Do G2 Users Rate AchieveIt?

- **Reporting:** 9.1/10 (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:** 8.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind AchieveIt?

- **Seller:** [AchieveIt](https://www.g2.com/sellers/achieveit)
- **Company Website:** www.achieveit.com
- **Year Founded:** 2010
- **HQ Location:** Atlanta, GA
- **Twitter:** @GoAchieveIt  
10,680 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=60c0e6d505449dc1ccdfdd7ab9dcb71f213a469afa91bbb4a2542dcb0fb8fae7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2296143%2F&secure%5Burl_type%5D=linkedin_company_website)  
35 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Executive Assistant
- **Top Industries:** Hospital & Health Care, Government Administration
- **Company Size:** 42% Medium, 36% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find AchieveIt to be incredibly **easy to use** , with excellent support for seamless implementation and updates.
- Users value the **clear visibility into strategy execution** , making it easy to track and manage progress effectively.
- Users appreciate the **clear visibility into progress tracking** , enhancing strategy execution and team alignment on goals.
- Users value the **supportive team collaboration** of AchieveIt, which enhances accountability and drives measurable results effectively.
- Users commend AchieveIt's **personalized and professional customer support** , greatly enhancing their strategic planning experience and outcomes.

##### Cons

- Users find **limited customization** options frustrating, impacting their ability to tailor the platform to their specific needs.
- Users find the **dashboard issues** in AchieveIt overwhelming for new users, hindering a smoother experience.
- Users find the **learning curve steep** , especially for newcomers and team members transitioning to AchieveIt.
- Users find AchieveIt to have a **not intuitive interface** , with modifications and integrations requiring extra effort.
- Users find **poor integration** with Excel and other platforms a significant barrier, complicating data management and analysis.

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

**["Visual, User-Friendly, and Unmatched Support"](https://www.g2.com/survey_responses/achieveit-review-11320965)**

**Rating:** 5.0/5.0 stars

_— Liza T._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965)

**["User-Friendly with Integration Challenges"](https://www.g2.com/survey_responses/achieveit-review-12078978)**

**Rating:** 4.5/5.0 stars

_— Patrick F._

[Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978)

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

- [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable)
- [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for)

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[Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes)

Benefits of FP&A Software with Version Control capabilities include: Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance. 

Below are the top-rated FP&A Software with Version Control capabilities, as verified by G2’s Research team. Real users have identified Version Control as an important function of FP&A Software. Compare different products that offer this feature so you can decide which is best for your business needs.

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_517cee48d5c61ab3a3a6863407369c44/anaplan.jpeg "Product Avatar Image")](https://www.g2.com/products/anaplan/reviews)[Anaplan](https://www.g2.com/products/anaplan/reviews)[4.6/5(462)](https://www.g2.com/products/anaplan/reviews) | Multi-dimensional driver-based planning with real-time calculation | "Real-Time, Flexible Modeling That Speeds Up Decision-Making" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b2b0e1f3339e386d182b694e59794ae7/vena.jpg "Product Avatar Image")](https://www.g2.com/products/vena/reviews)[Vena](https://www.g2.com/products/vena/reviews)[4.5/5(479)](https://www.g2.com/products/vena/reviews) | Excel-native budgeting with centralized database control | "Revolutionized Budgeting and Reporting with Vena" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ee74cc542892f17dc5873ec632e4f9aa/datarails.png "Product Avatar Image")](https://www.g2.com/products/datarails/reviews)[Datarails](https://www.g2.com/products/datarails/reviews)[4.6/5(370)](https://www.g2.com/products/datarails/reviews) | Excel-native consolidation with live ERP integration | "Seamless, Faultless Reporting That Makes Work Easier" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24bb2b0b5af8e7d875ea09d767bcb097/ibm-planning-analytics.jpg "Product Avatar Image")](https://www.g2.com/products/ibm-planning-analytics/reviews)[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)[4.4/5(257)](https://www.g2.com/products/ibm-planning-analytics/reviews) | TM1-powered multidimensional planning with Excel integration | "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_eb1c3f9803c733f5a009095d7a69001c/workiva-workiva.png "Product Avatar Image")](https://www.g2.com/products/workiva-workiva/reviews)[Workiva](https://www.g2.com/products/workiva-workiva/reviews)[4.5/5(2,148)](https://www.g2.com/products/workiva-workiva/reviews) | Linked financial reporting with audit trails | "Streamlined Reporting with Excel Integration" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_992940c2b3cb4d56fb6f644e038fc96a/onestream-unified-epm.png "Product Avatar Image")](https://www.g2.com/products/onestream-unified-epm/reviews)[OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)[4.6/5(160)](https://www.g2.com/products/onestream-unified-epm/reviews) | Multi-ERP consolidation with extensible dimensionality | "AVP, Engineering" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cab151f69c3b86f239f480e2bb71db79/getaleph.png "Product Avatar Image")](https://www.g2.com/products/getaleph/reviews)[Aleph](https://www.g2.com/products/getaleph/reviews)[4.9/5(108)](https://www.g2.com/products/getaleph/reviews) | Excel-native FP&A with ERP data automation | "Financial Analysis, Budgeting, and Forecasting Made Easy" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cbd7648404f56d89a63a63d0591a135d/planful.png "Product Avatar Image")](https://www.g2.com/products/planful/reviews)[Planful](https://www.g2.com/products/planful/reviews)[4.3/5(507)](https://www.g2.com/products/planful/reviews) | Excel-native consolidation with multi-ERP drill-through | "Powerful Forecasting and Excel Live Data That Saves Hours" |

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