# Best Enterprise Financial Analysis Software

## How Many Financial Analysis Software Products Does G2 Track?

**Total Products under this Category:** 207

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 (↓0.01 vs Jul 2026) 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 Financial Analysis Software Products?

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

- 30 Analysts and Data Experts
- 9,000+ Authentic Reviews
- 207+ 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 Financial Analysis Software
 ![G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analysis/grids.png?focus%5B%5D=95296&focus%5B%5D=1402310&focus%5B%5D=6353&focus%5B%5D=99063&focus%5B%5D=1204004&focus%5B%5D=3198&focus%5B%5D=15228&focus%5B%5D=38118)

Highlighted products: D&B Finance Analytics Credit Intelligence, DualEntry, Vena, Datarails, Coefficient, Oracle Essbase, Prophix Software, and Celonis.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=dualentry&focus%5B%5D=vena&focus%5B%5D=datarails&focus%5B%5D=coefficient&focus%5B%5D=oracle-essbase&focus%5B%5D=prophix-software&focus%5B%5D=celonis&segment=enterprise)

**Sponsored**

### Cube

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love.

[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=1550&secure%5Bchosen_at%5D=2026-08-02T02%3A58%3A02Z&secure%5Bdisplayable_resource_id%5D=1550&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122537&secure%5Bresource_id%5D=1550&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analysis%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Foracle-essbase%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-analysis%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=cb0df2a4eac5685440bc6f67c931e3a91ffe2d18cfab483e1ed76e618a913d64&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2Freporting-and-analysis%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dfinancial%2520analysis&secure%5Burl_type%5D=custom_url)

### [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews)

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience.

**Average Rating:** 4.5/5.0

**Total Reviews:** 98

#### How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?

- **Custom Reports:** 6.9/10 (Category avg: 8.7/10)
- **Report Types:** 7.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Custom KPIs:** 7.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind D&B Finance Analytics Credit Intelligence?

- **Seller:** [Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet)
- **Company Website:** www.dnb.com
- **HQ Location:** Short Hills, NJ
- **Twitter:** @DunBradstreet  
22,541 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20afd0d2cd48d50cc271386179ca16404da5c8da48609b5c3528ba607428f128&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2385%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,747 employees on LinkedIn®
- **Ownership:** NYSE: DNB

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Accounting
- **Company Size:** 49% Medium, 29% Small

#### What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence?

_AI-generated summary from verified user reviews_

##### Pros

- Users find D&B Finance Analytics Credit Intelligence to be **easy to use** , simplifying access to critical credit information efficiently.
- Users value the **credit worthiness analysis** provided by D&B Finance Analytics for informed decision making in supplier relationships.
- Users appreciate the **real-time data and predictive analytics** of D&B Finance Analytics, aiding informed credit decisions effectively.
- Users value the **user-friendly tools** of D&B Finance Analytics, enhancing credit assessment and risk management efficiency.
- Users value the **clear visibility and real-time data** of D&B Finance Analytics Credit Intelligence for informed credit decisions.

##### Cons

- Users experience **inaccuracies** in data updates and discrepancies, impacting the reliability of credit assessments and insights.
- Users often experience **data inaccuracy** issues due to outdated information, affecting reliability and navigation of reports.
- Users struggle with **reporting issues** due to fluctuating scores, lack of explanatory information, and frustrating log-in problems.
- Users find the **overwhelming amount of data** and confusing terminology challenging for effective navigation and retrieval.
- Users find the **complexity of data and reports** in D&B Finance Analytics challenging, often leading to a steep learning curve.

#### What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence?

**["Makes Complex Credit Risk Data Clear and Actionable"](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496)**

**Rating:** 4.5/5.0 stars

_— Rafael H._

[Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496)

**["Clear, Actionable Data for Smarter Credit Management"](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)**

**Rating:** 4.5/5.0 stars

_— Emily S._

[Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)

#### What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence?

- [What is D&B Finance Analytics used for?](https://www.g2.com/discussions/what-is-d-b-finance-analytics-used-for)

### [DualEntry](https://www.g2.com/products/dualentry/reviews)

DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.

**Average Rating:** 4.9/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate DualEntry?

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

#### Who Is the Company Behind DualEntry?

- **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry)
- **Company Website:** www.dualentry.com
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry  
765 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Manufacturing
- **Company Size:** 48% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
- Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing.
- Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably.
- Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking.
- Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making.

##### Cons

- Users find that **improvement is needed** in onboarding guidance and customization options for a better experience.
- Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging.
- Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience.
- Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers.
- Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users.

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

**["Accurate + Convenience"](https://www.g2.com/survey_responses/dualentry-review-11367056)**

**Rating:** 5.0/5.0 stars

_— John Rey C._

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056)

**["DualEntry Makes Data Entry Smoother and More Efficient"](https://www.g2.com/survey_responses/dualentry-review-11897989)**

**Rating:** 5.0/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989)

### [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?

- **Custom Reports:** 8.8/10 (Category avg: 8.7/10)
- **Report Types:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.4/10 (Category avg: 8.6/10)

#### 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:** 368

#### How Do G2 Users Rate Datarails?

- **Custom Reports:** 8.8/10 (Category avg: 8.7/10)
- **Report Types:** 8.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Datarails?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— ben ._

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

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

**Rating:** 4.5/5.0 stars

_— Jamie G._

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

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

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

### [Coefficient](https://www.g2.com/products/coefficient/reviews)

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

**Average Rating:** 4.7/5.0

**Total Reviews:** 195

#### How Do G2 Users Rate Coefficient?

- **Custom Reports:** 10.0/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Coefficient?

- **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient)
- **Company Website:** coefficient.io
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity.
- Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time.
- Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets.
- Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing.
- Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management.

##### Cons

- Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues.
- Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets.
- Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration.
- Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports.
- Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats.

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

**["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)**

**Rating:** 5.0/5.0 stars

_— Ellen Dericks C._

[Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723)

**["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229)

### [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?

- **Custom Reports:** 8.5/10 (Category avg: 8.7/10)
- **Report Types:** 9.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom KPIs:** 7.5/10 (Category avg: 8.6/10)

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

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

**["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

### [Oracle Essbase](https://www.g2.com/products/oracle-essbase/reviews)

Oracle Essbase is the industry-leading multi-dimensional online analytical processing (OLAP) server, providing a rich environment for effectively developing custom analytic and enterprise performance management applications.

**Average Rating:** 4.3/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate Oracle Essbase?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Essbase?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Insurance
- **Company Size:** 74% Large, 19% Medium

#### What Do G2 Reviewers Say About Oracle Essbase?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **Excel integration through Smart View** , enhancing their multidimensional analysis capabilities in Oracle Essbase.
- Users value the **multidimensional analysis** capabilities and seamless **Excel integration** via SmartView in Oracle Essbase.

##### Cons

- Users find the **difficulties in data management** frustrating, as the interface feels outdated and errors are common.
- Users find the Oracle Essbase interface **not user-friendly** , often struggling with its outdated design and error sensitivity.

#### What Are Recent G2 Reviews of Oracle Essbase?

**["My personal experience about essbase"](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)**

**Rating:** 4.5/5.0 stars

_— Rohith P._

[Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)

**["Powerful Multidimensional Analysis with Smooth Excel SmartView Integration"](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)

#### What Are G2 Users Discussing About Oracle Essbase?

- [What is Oracle Essbase used for?](https://www.g2.com/discussions/what-is-oracle-essbase-used-for)
- [What is the difference between Hyperion and Essbase?](https://www.g2.com/discussions/what-is-the-difference-between-hyperion-and-essbase)
- [Is Oracle Essbase a relational database?](https://www.g2.com/discussions/is-oracle-essbase-a-relational-database)
- [What is Essbase database?](https://www.g2.com/discussions/what-is-essbase-database)
- [What is Essbase used for?](https://www.g2.com/discussions/what-is-essbase-used-for)

### [Celonis](https://www.g2.com/products/celonis/reviews)

Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. © 2026 Celonis SE. All rights reserved. Celonis and the Celonis “droplet” logo are trademarks or registered trademarks of Celonis SE in Germany and other jurisdictions. All other product and company names are trademarks or registered trademarks of their respective owners.

**Average Rating:** 4.5/5.0

**Total Reviews:** 287

#### How Do G2 Users Rate Celonis?

- **Custom Reports:** 8.5/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Celonis?

- **Seller:** [Celonis](https://www.g2.com/sellers/celonis)
- **Company Website:** www.celonis.com
- **Year Founded:** 2011
- **HQ Location:** New York
- **Twitter:** @Celonis  
17,449 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fd14e2b633dd729f89f1c7d95169f69fc4176ae53694c26ead06b08b3708042&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3118913%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,848 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Consultant, Analyst
- **Top Industries:** Information Technology and Services, Oil & Energy
- **Company Size:** 63% Large, 20% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly interface** of Celonis, making complex data easily accessible for all team members.
- Users value the **efficiency of real-time insights** from Celonis, facilitating swift identification of process improvements.
- Users value the **exceptional visibility** Celonis provides into business processes, enabling quick identification of inefficiencies and improvements.
- Users appreciate the **user-friendly interface** of Celonis, enjoying smooth navigation and powerful insights for decision-making.
- Users value the **user-friendly environment** of Celonis, making it accessible for everyone while delivering powerful analysis features.

##### Cons

- Users find the **learning curve steep** , necessitating considerable training and technical effort for effective use of Celonis.
- Users find the **complexity of initial setup and navigation** in Celonis to be overwhelming for beginners.
- Users express concerns about **missing features** , as new capabilities often require additional licensing and support is slow.
- Users note **limited features** in Celonis, particularly in the filter bar and Copilot functionalities, hindering usability.
- Users experience **slow performance** with occasional processing delays and minor bugs impacting the overall efficiency.

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

**["Great for understanding where business processes slow down"](https://www.g2.com/survey_responses/celonis-review-13110167)**

**Rating:** 4.5/5.0 stars

_— Henrik O._

[Read full review](https://www.g2.com/survey_responses/celonis-review-13110167)

**["A complete toolset to build a real digital twin of the organization"](https://www.g2.com/survey_responses/celonis-review-4528582)**

**Rating:** 5.0/5.0 stars

_— Joaquim N._

[Read full review](https://www.g2.com/survey_responses/celonis-review-4528582)

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

- [What is Celonis used for?](https://www.g2.com/discussions/what-is-celonis-used-for) - 1 comment
- [How much does Celonis cost?](https://www.g2.com/discussions/how-much-does-celonis-cost) - 1 comment
- [What is SAP Celonis?](https://www.g2.com/discussions/what-is-sap-celonis) - 2 comments
- [What does Celonis do?](https://www.g2.com/discussions/what-does-celonis-do)
- [What is Celonis software?](https://www.g2.com/discussions/what-is-celonis-software) - 1 comment

### [MindBridge](https://www.g2.com/es/products/mindbridge/reviews)

MindBridge es el líder en Supervisión Financiera Autónoma, analizando el 100% de las transacciones a través de los sistemas financieros para detectar riesgos temprano, explicar las ideas claramente y permitir acciones gobernadas. A medida que las finanzas se vuelven cada vez más autónomas, MindBridge proporciona la supervisión independiente necesaria para que los equipos de finanzas y auditoría externa vayan más allá del muestreo y mantengan la integridad financiera.

**Average Rating:** 4.4/5.0

**Total Reviews:** 62

#### How Do G2 Users Rate MindBridge?

- **Informes personalizados:** 8.2/10 (Category avg: 8.7/10)
- **Tipos de informes:** 8.6/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.0/10 (Category avg: 9.2/10)
- **KPI personalizados:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MindBridge?

- **Vendedor:** [Mindbridge](https://www.g2.com/es/sellers/mindbridge)
- **Sitio web de la empresa:** www.mindbridge.ai
- **Año de fundación:** 2015
- **Ubicación de la sede:** Ottawa, Ontario
- **Twitter:** @mindbridge\_ai  
3,761 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=fbb44fc0a289d99dbd3076d8b9850b88b3e8c41c8c802bac42fe49f3b3fe36f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmindbridge-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
263 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidad, Servicios Financieros
- **Company Size:** 47% Medium, 42% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios destacan la **eficiencia en la generación de informes** de MindBridge, elogiando su diseño intuitivo y valiosos conocimientos de datos.
- Los usuarios aprecian la **facilidad de uso** en MindBridge, beneficiándose de su interfaz intuitiva y consejos rápidos de apoyo.
- Los usuarios valoran las **perspicacias de alta calidad y la eficiencia** de MindBridge, mejorando su análisis de datos en áreas de auditoría.
- Los usuarios encuentran que MindBridge proporciona una **automatización que ahorra tiempo** significativa para los flujos de trabajo contables y la gestión de datos, mejorando la eficiencia.
- Los usuarios encuentran que el **diseño intuitivo** de MindBridge mejora la usabilidad, haciendo que las revisiones y auditorías financieras sean más eficientes y accesibles.

##### Cons

- Los usuarios notan una **curva de aprendizaje pronunciada** con MindBridge, requiriendo tiempo y capacitación para utilizar plenamente sus capacidades.
- Los usuarios encuentran que la **complejidad** de la interfaz y el proceso de configuración de MindBridge es desafiante y requiere mucho tiempo.
- Los usuarios encuentran que **la gestión de datos puede ser torpe** , requiriendo soporte adicional y ajustes que consumen tiempo y que interrumpen los flujos de trabajo.
- Los usuarios a menudo enfrentan **problemas de importación** con MindBridge, lo que requiere soporte adicional de TI y dificulta la eficiencia del flujo de trabajo.
- Los usuarios encuentran que MindBridge **no es intuitivo** , requiriendo tiempo y experiencia para aprender los procesos necesarios para un uso efectivo.

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

**["Revolución de Auditoría Impulsada por IA con MindBridge"](https://www.g2.com/es/survey_responses/mindbridge-review-12555403)**

**Rating:** 4.0/5.0 stars

_— Aylin C._

[Read full review](https://www.g2.com/es/survey_responses/mindbridge-review-12555403)

**["Análisis Financiero Simplificado con MindBridge"](https://www.g2.com/es/survey_responses/mindbridge-review-12544045)**

**Rating:** 4.5/5.0 stars

_— Tribhuvan S._

[Read full review](https://www.g2.com/es/survey_responses/mindbridge-review-12544045)

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

- [How do you use Mindbridge?](https://www.g2.com/es/discussions/how-do-you-use-mindbridge)
- [What is AI in auditing?](https://www.g2.com/es/discussions/what-is-ai-in-auditing)
- [What is GL AI?](https://www.g2.com/es/discussions/what-is-gl-ai)
- [What does MindBridge do?](https://www.g2.com/es/discussions/what-does-mindbridge-do)

### [Jedox](https://www.g2.com/products/jedox/reviews)

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

**Average Rating:** 4.3/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Jedox?

- **Custom Reports:** 8.7/10 (Category avg: 8.7/10)
- **Report Types:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Jedox?

- **Seller:** [Jedox](https://www.g2.com/sellers/jedox)
- **Company Website:** www.jedox.com
- **Year Founded:** 2002
- **HQ Location:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 51% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process.
- Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships.
- Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems.
- Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly.
- Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning.

##### Cons

- Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface.
- Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform.
- Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise.
- Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use.
- Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity.

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

**["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)**

**Rating:** 4.0/5.0 stars

_— Pille P._

[Read full review](https://www.g2.com/survey_responses/jedox-review-12107792)

**["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)**

**Rating:** 4.0/5.0 stars

_— Dmytro K._

[Read full review](https://www.g2.com/survey_responses/jedox-review-8900158)

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

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

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

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:** 110

#### How Do G2 Users Rate Pigment?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pigment?

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

#### Who Uses This Product?

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

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

_AI-generated summary from verified user reviews_

##### Pros

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

##### Cons

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

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

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

**Rating:** 5.0/5.0 stars

_— Maria M._

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

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

**Rating:** 4.5/5.0 stars

_— Gowtham R._

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

### [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

**Average Rating:** 4.4/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate Spreadsheet Server by insightsoftware?

- **Custom Reports:** 9.3/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Spreadsheet Server by insightsoftware?

- **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?

- **Top Industries:** Construction, Accounting
- **Company Size:** 105% Medium, 28% Large

#### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **Spreadsheet Server's ease of use** impressive, facilitating quick setup and efficient report generation in Excel.
- Users appreciate the **efficient financial reporting** capabilities of Spreadsheet Server, enhancing decision-making through accurate, automated reports.
- Users appreciate the **report creation capabilities** of Spreadsheet Server, benefiting from automated and customizable reporting features.
- Users value the **exceptional reporting quality** of Spreadsheet Server, delivering accurate insights seamlessly integrated with Excel.
- Users value the **quick and knowledgeable customer support** that enhances their experience with Spreadsheet Server.

##### Cons

- Users find the **slow performance** frustrating when opening files, though it can be improved by adjusting settings.
- Users face **integration issues** when using legacy ERP databases, requiring custom SQL that diminishes product effectiveness.
- Users find the **limited customization** of Spreadsheet Server restrictive, especially with non-standard ERP accounting databases.
- Users experience **performance issues** like delays after switching to the cloud, but they have adapted over time.
- Users experience **delays with Project Delays** after transitioning to the cloud-based Spreadsheet Server, but have adapted over time.

#### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware?

**["Easy-to-Automate Queries for Thorough, Department-Wide Reporting"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)**

**Rating:** 4.0/5.0 stars

_— Brandon H._

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)

**["Versatile"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)**

**Rating:** 4.0/5.0 stars

_— Verified User in Wholesale_

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)

### [Velixo](https://www.g2.com/products/velixo/reviews)

Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo.

**Average Rating:** 4.7/5.0

**Total Reviews:** 255

#### How Do G2 Users Rate Velixo?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Velixo?

- **Seller:** [Velixo](https://www.g2.com/sellers/velixo)
- **Company Website:** www.velixo.com
- **Year Founded:** 2017
- **HQ Location:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Controller
- **Top Industries:** Construction, Accounting
- **Company Size:** 61% Medium, 27% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting.
- Users value the **seamless Excel integration** of Velixo, enabling real-time data access and efficient report management.
- Users value the **reporting efficiency** of Velixo, enjoying streamlined data management and real-time insights in Excel.
- Users value the **Excel functionality** of Velixo, enjoying seamless integration and real-time data access for efficient reporting.
- Users value the **time-saving capabilities** of Velixo, dramatically reducing report generation and data updating tasks.

##### Cons

- Users experience **Excel integration issues** , making it challenging to connect and utilize Velixo effectively.
- Users note a challenging **learning curve** , especially for those unfamiliar with Excel or ERP systems.
- Users find the **complexity of formulas** in Velixo challenging, making reporting more difficult than necessary.
- Users report **refresh issues** with Velixo, noting longer wait times and occasional technical errors impacting usability.
- Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting efficiency.

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

**["Transforms Acumatica into a Dynamic Solution"](https://www.g2.com/survey_responses/velixo-review-10438038)**

**Rating:** 5.0/5.0 stars

_— Johanna K._

[Read full review](https://www.g2.com/survey_responses/velixo-review-10438038)

**["Streamlined Budgeting & Data Analysis"](https://www.g2.com/survey_responses/velixo-review-11544025)**

**Rating:** 5.0/5.0 stars

_— Kelly M._

[Read full review](https://www.g2.com/survey_responses/velixo-review-11544025)

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

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

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- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
- [Credit and Collections](/categories/credit-and-collections)

- [Cross-border payments software](/categories/cross-border-payments-software)
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[Browse Financial Analysis Themes](/categories/financial-analysis/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated 

Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Financial Analysis to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Financial Analysis category.

In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Enterprise Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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Show More

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## How Do You Choose the Right Financial Analysis Software?

### What You Should Know About Financial Analysis Software

### What is Financial Analysis Software?

Financial analysis software helps businesses of all sizes track and monitor their company's financial performance. Using reports and metrics from current and historical data, companies can see how they are currently operating, better plan their financial direction, and identify growth or improvement areas. 

This software can convert large, complex data sets into more straightforward reports that allow management to make data-driven decisions.

Financial analysis software is often integrated with accounting software or other similar financial platforms that help gather, analyze, and report financial data. It is often used by financial analysts, accountants, finance managers, auditors, and consultants.

### What are the Common Features of Financial Analysis Software?

The following are some core features within financial analysis software that can help users make smart decisions and draw conclusions from data analysis.

**Financial reports:** This software can take complicated financial data and convert it into organized financial statements and reports, such as income statements, balance sheets, and cash flow statements, which give analysts a more digestible view of an organization's financial health and performance.

**Budgeting and forecasting:** The software may include budgeting and forecasting modules, allowing users to create financial projections based on historical data and performance.

**Compliance reporting:** Financial analysis software may assist with compliance reporting, ensuring financial data meets regulatory requirements.

**Integrations:** This software often integrates with several data sources to compile an accurate view of an organization’s financial status. These sources include accounting or ERP software, spreadsheets, and financial databases.

**Metrics:** Financial analysis software can calculate and display various financial ratios and metrics, such as profitability ratios, liquidity ratios, and efficiency ratios, aiding in financial performance evaluation.

### What are the Benefits of Financial Analysis Software?

Financial analysis software has many benefits that can help all users with reporting, planning, and company-wide decision making.

**Forecasting:** Forecasting modules allow companies to use past financial data to predict better future revenues, expenses, and other costs of doing business. This software helps companies to make educated guesses on several metrics, as forecasting is not an exact science.

**Data visualization:** Financial analysis tools often include visualization features that can intake complex number sets and convert them into graphs and charts that are easier to understand and interpret.

**Customization:** Financial analysis software often allows customization, such as reports, dashboards, and analysis parameters, to meet specific needs and scales according to the size and complexity of an organization's financial operations.

**Data accuracy:** Financial analysis software automates data collection and processing, reducing the risk of manual errors often occurring in manual financial analysis. This ensures greater accuracy and reliability in financial reporting and decision-making.

### Who Uses Financial Analysis Software?

A wide range of users throughout a company can use financial analysis software to benefit from its insights and analysis.

**Finance professionals:** Financial analysts, accountants, and CFOs are examples of users who use financial analysis tools to analyze financial data by generating financial reports for decision-making, budgeting, and forecasting.

**Managers:** Managers from any department within an organization can benefit from utilizing dashboards and reports that provide details on the financial performance of their teams. Financial analysis software can also give more insight into their department that they usually wouldn’t have access to, such as profitability and loss data, market trends, or financially wasteful activities.

**Treasurers:** Corporate treasurers utilize this software to manage cash flow, liquidity, and risk exposure, ensuring financial stability and optimizing cash management.

**Compliance professionals:** Professionals in regulatory compliance use financial analysis solutions to ensure adherence to financial regulations and prepare financial statements and reports required by regulatory organizations.

**Auditors:** Auditors can use financial analysis tools to analyze financial records, transactions, and activities to ensure accuracy and compliance during the auditing process.

### Challenges with Financial Analysis Software

While financial analysis software offers numerous benefits, it also has challenges. Some common challenges with this software include:

**Data volume and processing:** Handling large volumes of financial data for analysis can be resource-intensive. Slower processing times or system performance issues may occur when dealing with big data sets.

**Compliance:** Ensuring that the software's analysis and reporting adhere to financial regulations and standards is crucial, especially in regulated industries.

### How to Buy Financial Analysis Software

#### Requirements Gathering (RFI/RFP) for Financial Analysis Software

When selecting financial analysis software, it’s essential to first look at how the business operates and then become familiar with the different types of software available. 

There are many options for financial analysis products, including those designed for the business needs of small and medium-sized companies. 

Some things to consider include its ability to integrate with accounting systems and provide cash flow analysis, trend analysis, and risk analysis, to name a few.

#### Compare Financial Analysis Software Products

**Create a long list**

Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry. 

For example, there are platforms built explicitly for enterprises, while others have flexibility with the number of users and allow additional seats as a company grows.

**Create a short list**

After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. Financial analysis software is available for all budgets, and some general applications may be downloaded for free or bought at a lower price.

However, buyers must remember that the more specialized and customized a software is, the more expensive it gets. This is because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business.

**Conduct demos**

As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most. 

For example, one might ask to be walked through any features for managing cash flow analysis, reporting, or comparative analysis.

#### Selection of Financial Analysis Software

**Choose a selection team**

The managers from departments such as accounting, finance, sales, IT, and procurement should be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion on the business's particular needs. Some users may even be able to help the company install and set up the software of their choice.

After choosing the software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money. 

Therefore, it is also essential to check the scalability of the software solution and vendor capability (from reviews, vendor background, and historical performance in the market). To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software.

**Negotiation**

Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other. 

If a business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays upfront instead of a monthly or quarterly package price. 

Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper. 

Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate for a long-term offering, sometimes resulting in more favorable pricing.

**Final decision**

The final decision should be based on all the information gathered previously. Businesses should prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business. 

If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with confidence. If the tool is inefficient or not performing as expected, it might be time to test another tool.