Best FP&A Software

How Many FP&A Software Products Does G2 Track?

Total Products under this Category: 320

Category Stats (Sep 2026)

  • Average Rating: 4.45/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Unit4 FP&A (+2.34%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank FP&A Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 15,600+ Authentic Reviews
  • 320+ 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

Highlighted products: Workday Adaptive Planning, Anaplan, 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=workday-adaptive-planning&focus%5B%5D=anaplan&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)

Workday Adaptive Planning

Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 401

How Do G2 Users Rate Workday Adaptive Planning?

  • Reporting: 8.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Workday Adaptive Planning?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    24,145 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Medium, 33% Large

What Do G2 Reviewers Say About Workday Adaptive Planning?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users value the collaborative budgeting features of Workday Adaptive Planning, enhancing transparency in budget management.
Cons
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Workday Adaptive Planning?

What Are G2 Users Discussing About Workday Adaptive Planning?

Anaplan

Anaplan is a leading AI-driven 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 2,800 global brands plan 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: 407

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?: 8.5/10 (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
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Miami, FL
  • Twitter: @anaplan
    21,768 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 commend the ease of use of Anaplan, highlighting its intuitive interface for both end users and developers.
  • Users appreciate Anaplan for its user-friendly interface and versatility in various planning and forecasting applications.
  • Users admire Anaplan's impressive flexibility, allowing it to adapt seamlessly to diverse business processes and needs.
  • Users value the efficiency of Anaplan, finding it adaptable and easy to implement across various organizational processes.
  • Users value Anaplan for its user-friendly planning capabilities, enabling seamless collaboration and quick implementation across teams.
Cons
  • Users report expensive licensing and performance limitations with Anaplan, complicating scalability and overall functionality.
  • Users note the missing features in Anaplan that hinder effective development and user experience enhancement.
  • Users experience a steep learning curve with Anaplan, which can hinder early adoption and usability for new users.
  • Users report performance issues with Anaplan, citing clunky models and slow calculations affecting efficiency.
  • Users find Anaplan expensive, as advanced features often require additional costs, discouraging full utilization of its capabilities.

What Are Recent G2 Reviews of Anaplan?

What Are G2 Users Discussing About Anaplan?

Datarails

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: 373

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
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • Twitter: @datarails
    1,139 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use in Datarails, finding it simple and effective for managing financial reporting.
  • Users value the native Excel integration of Datarails, enhancing workflows while ensuring data accuracy and governance.
  • Users benefit from Datarails' reporting efficiency, simplifying financial reporting and enhancing collaboration across teams.
  • Users value the seamless Excel integration of Datarails, enhancing workflows while ensuring robust data governance and compliance.
  • Users praise Datarails for its efficiency, streamlining financial processes and saving valuable time in reporting.
Cons
  • Users face a learning difficulty with Datarails, finding initial setup and troubleshooting to be challenging and time-consuming.
  • Users face a steep learning curve with Datarails, but support and updates ease the onboarding process over time.
  • Users find the missing features in Datarails limiting, especially regarding licenses and drill down capabilities.
  • Users experience a steep learning curve with Datarails but find support helps in overcoming initial challenges.
  • Users find the backend complexity of Datarails challenging, as tracing data points and connections can be cumbersome.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

Vena

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: 475

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: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.4/10)

Who Is the Company Behind Vena?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 appreciate the ease of use of Vena, making file creation and reporting straightforward even for Excel novices.
  • Users appreciate the seamless Excel integration of Vena, enhancing ease of use and reducing IT management needs.
  • Users appreciate Vena for its single source of truth, enabling efficient management of budgets and forecasts.
  • Users appreciate the intuitive and user-friendly interface of Vena, making finance management straightforward and accessible.
  • Users commend Vena for its effective reporting capabilities, enhancing financial planning with seamless Excel integration and support.
Cons
  • Users find the learning difficulty significant, especially when adjusting to advanced features and troubleshooting formulas.
  • Users find the learning curve challenging, making initial setup and mastery of Vena somewhat overwhelming.
  • Users find Vena has a steep learning curve, making initial setup and understanding challenging for newcomers.
  • Users find the difficult learning curve of Vena challenging, especially for new users and complex setups.
  • Users face slow loading times with Vena, especially when handling large templates and complex data.

What Are Recent G2 Reviews of Vena?

IBM Planning Analytics

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: 229

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
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    328,202 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 50% Large, 37% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the efficiency of IBM Planning Analytics, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Workiva

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva

Average Rating: 4.5/5.0

Total Reviews: 2,130

How Do G2 Users Rate Workiva?

  • Reporting: 8.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.8/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Workiva?

  • Seller: Workiva
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Ames, Iowa
  • Twitter: @Workiva
    5,277 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    3,300 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Reporting Manager, Senior Accountant
  • Top Industries: Accounting, Financial Services
  • Company Size: 57% Large, 28% Medium

What Do G2 Reviewers Say About Workiva?

AI-generated summary from verified user reviews

Pros
  • Users find Workiva to be super easy and intuitive to use, making updates and reviews seamless.
  • Users value the efficient collaboration features of Workiva, enhancing teamwork and streamlining their reporting processes.
  • Users praise Workiva for its intuitive linking tool that streamlines financial reporting and saves significant time.
  • Users appreciate the real-time collaboration features of Workiva, enhancing team efficiency and simplifying report management.
  • Users appreciate the strong integration of reporting, making compliance and analytics intuitive and efficient.
Cons
  • Users feel there are missing features in Workiva, particularly regarding integration and support for various reporting needs.
  • Users note a significant learning curve with Workiva, requiring time and experience to navigate the platform effectively.
  • Users find the learning difficulty challenging, especially for those who are less tech-savvy and require dedicated time.
  • Users find Workiva's limited functionality frustrating, particularly lacking features like pivot tables and intuitive editing.
  • Users find Workiva's limitations frustrating, especially lacking features like pivot tables and seamless Office integration.

What Are Recent G2 Reviews of Workiva?

OneStream - Unified EPM

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. 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: 150

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
  • Company Website:
  • HQ Location: Birmingham, MI
  • Twitter: @OneStream_Soft
    2,189 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,701 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Manufacturing, Accounting
  • Company Size: 62% Large, 28% Medium

What Do G2 Reviewers Say About OneStream - Unified EPM?

AI-generated summary from verified user reviews

Pros
  • Users value the user-friendly interface of OneStream, enjoying its intuitive workflows and easy learning curve.
  • Users value the flexibility and extensibility of OneStream for managing data across various needs and departments.
  • Users value the flexibility of OneStream, benefiting from its versatile and extensible EPM capabilities.
  • Users appreciate the robust reporting capabilities of OneStream, fostering creativity and connectivity across departments.
  • Users value the flexibility and versatility of OneStream, meeting diverse finance needs efficiently on a unified platform.
Cons
  • Users note a steep learning curve with OneStream, finding the system complex without solid background knowledge.
  • Users find the steep learning curve challenging, as some concepts aren't intuitive and require more in-depth training.
  • Users find the steep learning curve challenging, especially for non-technical individuals, requiring considerable time and effort.
  • Users find the complexity of OneStream daunting, especially with dashboarding and writing business rules without extensive knowledge.
  • Users find dashboard limitations challenging, citing difficulty in performance and lack of design flexibility.

What Are Recent G2 Reviews of OneStream - Unified EPM?

What Are G2 Users Discussing About OneStream - Unified EPM?

Aleph

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
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @getaleph
    698 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 to have a user-friendly interface that simplifies data visualization and overall data management.
  • Users find Aleph's ease of implementation invaluable, allowing them to quickly integrate it into their workflows.
  • Users appreciate the helpful customer support from Aleph, enhancing their overall experience with the platform.
  • Users value the implementation ease of Aleph, praising its quick setup and seamless integration into workflows.
  • 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, impacting its functionality compared to more established alternatives.
  • Users experience slow performance with Aleph, citing long load times and frequent timeouts affecting usability.
  • Users report encountering occasional bugs with Aleph, but the team promptly addresses these issues with quick resolutions.
  • Users experience Excel integration issues with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
  • Users experience frustrating refresh issues in Aleph, with delays impacting data extraction and overall functionality.

What Are Recent G2 Reviews of Aleph?

Fathom

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: 126

How Do G2 Users Rate Fathom?

  • Reporting: 8.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.8/10 (Category avg: 8.6/10)
  • Extended Planning: 7.5/10 (Category avg: 8.4/10)

Who Is the Company Behind Fathom?

  • Seller: Fathom Applications
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Brisbane, QLD
  • Twitter: @fathomhq
    7,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    69 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 60% Small, 32% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and powerful features of Fathom, enhancing reporting clarity and operational efficiency.
  • Users find Fathom to be incredibly user-friendly, combining sophistication with ease for effective financial planning and reporting.
  • Users appreciate Fathom's versatile reporting capabilities, enhancing clarity and aiding in effective performance tracking.
  • Users highlight the prompt and helpful customer support of Fathom, which significantly enhances their experience.
  • Users appreciate the reporting efficiency of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making.
Cons
  • Users feel Fathom lacks essential features, particularly in budget uploading and graphical data representation, limiting its effectiveness.
  • Users find upload issues with Fathom frustrating, particularly when dealing with budget reports via Excel.
  • Users find customization difficult in Fathom, limiting the ability to create tailored reports and KPIs easily.
  • Users experience import issues with Fathom, finding the uploading process cumbersome and prone to data errors.
  • Users feel that improvements are needed in structuring multi-company options and visualizing financial data for better clarity.

What Are Recent G2 Reviews of Fathom?

Planful

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: 500

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
  • Company Website:
  • Year Founded: 2000
  • HQ Location: San Francisco, CA
  • Twitter: @Planful
    7,546 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    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 highlight the ease of use of Planful, appreciating its user-friendly interface and fast initial setup.
  • Users value the powerful reporting capabilities of Planful, enhancing workflow and boosting productivity effectively.
  • Users value the reporting efficiency of Planful, enabling streamlined processes and enhancing overall productivity.
  • Users appreciate the automation capabilities of Planful, which streamline planning, forecasting, and reporting processes effectively.
  • Users appreciate the user-friendly UI/UX and powerful automation features of Planful, enhancing efficiency and team onboarding.
Cons
  • Users find the steep learning curve of Planful challenging, especially for advanced functions and initial setup.
  • Users find the steep learning curve with Planful's advanced functions to be challenging, especially for beginners.
  • Users find the user interface not intuitive, making report customization and edits challenging within Planful.
  • Users find the missing features of Planful limit functionality, particularly in reporting options and user access controls.
  • Users experience slow performance with lengthy calculation times and lag in model updating, hindering efficient data analysis.

What Are Recent G2 Reviews of Planful?

What Are G2 Users Discussing About Planful?

Martus

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: 101

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
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Greenville, US
  • LinkedIn® Page: www.linkedin.com
    49 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 with Martus, enjoying clear presentations and seamless integration in their workflows.
  • Users highlight the excellent customer support of Martus, which enhances user experience and facilitates budgeting conversations.
  • Users value the seamless integrations of Martus with accounting software, enhancing transparency and efficiency across departments.
  • Users value the streamlined budgeting process of Martus, significantly reducing time and increasing accessibility for managers.
  • Users appreciate the budgeting efficiency of Martus, significantly reducing time spent on budget preparation and management.
Cons
  • Users find the learning curve steep, requiring time to adapt and understand data reporting effectively.
  • Users find the steep learning curve of Martus challenging, requiring time to effectively adapt to the system.
  • Users find Martus complex to use, with a confusing UI and intricate filters that can overwhelm newcomers.
  • Users express confusion with the interface, struggling with non-intuitive features and filter navigation in Martus.
  • Users find the learning difficulty of Martus challenging, needing time to understand and manipulate data effectively.

What Are Recent G2 Reviews of Martus?

What Are G2 Users Discussing About Martus?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate Reach Reporting?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • Twitter: @ReachReporting
    148 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    27 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 76% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Reach Reporting, enjoying straightforward setup and customizable, clear financial reporting.
  • Users highlight the clear and beautiful visuals of Reach Reporting, enhancing decision-making and client presentations effortlessly.
  • Users appreciate the reporting efficiency of Reach Reporting, benefiting from automated, customizable, and impressive financial dashboards.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making for teams.
  • Users value the easy integrations with QB Online and Desktop, significantly enhancing their reporting efficiency and experience.
Cons
  • Users desire additional missing features in Reach Reporting, particularly for budget building and chart organization.
  • Users find Reach Reporting's interface complex and non-intuitive, making initial use challenging and consolidation cumbersome.
  • Users face connectivity issues, as syncing can be slow and doesn't allow automation with multiple systems simultaneously.
  • Users find the dashboard limitations challenging, wishing for better organization and enhanced forecasting features.
  • Users experience implementation issues with Reach Reporting, finding data consolidation and budget features cumbersome and inefficient.

What Are Recent G2 Reviews of Reach Reporting?

LiveFlow

LiveFlow is the Agentic Accounting & FP&A Platform that closes your books in real-time. - 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
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    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 find LiveFlow's ease of use exceptional, streamlining processes and reducing time spent on manual tasks.
  • Users appreciate the time-saving benefits of LiveFlow, streamlining reporting and data management effortlessly.
  • Users love the time-saving capabilities of LiveFlow, significantly streamlining their financial reporting processes.
  • Users admire the reporting efficiency of LiveFlow, saving significant time while enhancing report quality and usability.
  • Users find efficiency improvements with LiveFlow, significantly reducing time spent on financial reporting across multiple entities.
Cons
  • Users find the missing drill-down features in LiveFlow hinder their reporting efficiency and add extra workload.
  • Users desire more customization options, feeling restricted by the limited ability to tailor reports and dashboards.
  • Users find the reporting process inefficient, especially when combining multiple reports for year-over-year comparisons.
  • Users find the refresh issues challenging as version history becomes hard to navigate over time.
  • Users find LiveFlow to be expensive, especially when only using a few essential features.

What Are Recent G2 Reviews of LiveFlow?

What Are G2 Users Discussing About LiveFlow?

Pigment

Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.

Average Rating: 4.6/5.0

Total Reviews: 113

How Do G2 Users Rate Pigment?

  • Reporting: 8.8/10 (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: 8.7/10 (Category avg: 8.6/10)
  • Extended Planning: 8.1/10 (Category avg: 8.4/10)

Who Is the Company Behind Pigment?

  • Seller: Pigment
  • Company Website:
  • Year Founded: 2019
  • HQ Location: Paris, FR
  • LinkedIn® Page: www.linkedin.com
    711 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: FP&A Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 72% Medium, 20% Large

What Do G2 Reviewers Say About Pigment?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the flexibility of Pigment, effortlessly adapting models to changes in business needs and data.
  • Users love the flexibility and multidimensionality of Pigment, enabling adaptive modeling and comprehensive data analysis.
  • Users praise the efficient customer support of Pigment, enhancing their experience with quick and effective assistance.
  • Users appreciate the ease of use in Pigment, enjoying straightforward implementations and quick support for seamless integration.
  • Users value the automation capabilities of Pigment, enabling efficient data integration and seamless updates for forecasting.
Cons
  • Users face data inaccuracy issues due to limited data availability and evolving features that hinder reliable reporting.
  • Users find the complex calculations and formulas challenging, impacting the efficiency of their forecasts.
  • Users find the complex setup of Pigment challenging, desiring simpler API configurations and ownership changes.
  • Users face connectivity issues with Pigment, particularly related to data volume and location limitations affecting performance.
  • Users find the formula limitations challenging, noting complexity and a need for easier API setup options.

What Are Recent G2 Reviews of Pigment?

Intuit Enterprise Suite

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

Average Rating: 4.6/5.0

Total Reviews: 43

How Do G2 Users Rate Intuit Enterprise Suite?

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

Who Is the Company Behind Intuit Enterprise Suite?

  • Vendeur: Intuit
  • Site Web de l'entreprise:
  • Année de fondation: 1983
  • Emplacement du siège social: Mountain View, California
  • Twitter: @Intuit
    80,559 abonnés Twitter
  • Page LinkedIn®: www.linkedin.com
    18,185 employés sur LinkedIn®

Who Uses This Product?

  • Who Uses This: Contrôleur
  • Top Industries: Construction
  • Company Size: 70% Small, 28% Medium

What Do G2 Reviewers Say About Intuit Enterprise Suite?

AI-generated summary from verified user reviews

Pros
  • Les utilisateurs louent la facilité d'utilisation de l'Intuit Enterprise Suite, rationalisant considérablement les flux de travail et économisant un temps précieux.
  • Les utilisateurs soulignent le flux de travail rationalisé de l'Intuit Enterprise Suite, économisant ainsi un temps considérable sur la saisie et la gestion des données.
  • Les utilisateurs apprécient l'accès facile que propose Intuit Enterprise Suite, améliorant le flux de travail et économisant un temps considérable.
  • Les utilisateurs soulignent la gestion facile de l'Intuit Enterprise Suite, appréciant les flux de travail simplifiés et les économies de temps significatives.
  • Les utilisateurs apprécient les capacités riches en fonctionnalités de l'Intuit Enterprise Suite, améliorant la gestion financière et l'efficacité pour plusieurs entreprises.
Cons
  • Les utilisateurs rencontrent des temps de chargement lents pour les rapports, ce qui complique les tâches et entraîne une frustration face aux performances du système.
  • Les utilisateurs trouvent les fonctionnalités complexes accablantes parfois, surtout lorsqu'ils effectuent des tâches simples et attendent que les rapports se chargent.
  • Les utilisateurs trouvent la complexité d'utilisation accablante, surtout lorsqu'ils tentent des tâches simples, avec des temps de chargement des rapports lents.
  • Les utilisateurs trouvent que les fonctionnalités écrasantes de l'Intuit Enterprise Suite peuvent compliquer les tâches simples et ralentir le chargement des rapports.
  • Les utilisateurs rencontrent des problèmes de fusion frustrants lorsqu'ils gèrent des données à travers plusieurs classes, entraînant des retards et des complications.

What Are Recent G2 Reviews of Intuit Enterprise Suite?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated April 9, 2026