# Best Financial Analysis Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Financial Analysis category. In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Small Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## Top Financial Analysis Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (364 reviews) | Excel-native consolidation with live ERP drill-down | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 2 | [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews) | 4.5/5.0 (98 reviews) | Credit decisioning with cross-company payment intelligence | "[Clear, Actionable Data for Smarter Credit Management](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (471 reviews) | Excel-native budgeting with multi-entity consolidation | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [DualEntry](https://www.g2.com/products/dualentry/reviews) | 4.9/5.0 (122 reviews) | — | "[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)" | | 5 | [Velixo](https://www.g2.com/products/velixo/reviews) | 4.7/5.0 (255 reviews) | Excel-native ERP reporting with live refresh | "[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)" | | 6 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native multi-entity consolidation and live reporting | "[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (100 reviews) | Excel-native actuals refresh across multi-source financials | "[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)" | | 8 | [Fathom](https://www.g2.com/products/fathom/reviews) | 4.7/5.0 (110 reviews) | — | "[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)" | | 9 | [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) | 4.8/5.0 (60 reviews) | — | "[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)" | | 10 | [Prophix Software](https://www.g2.com/products/prophix-software/reviews) | 4.4/5.0 (218 reviews) | Multi-ERP consolidation with Excel-like budgeting | "[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)" | --- ## What Are the Most Common Questions About Financial Analysis Software? *AI-generated · Last updated: May 26, 2026* ### What best tools for real-time financial performance tracking? Based on G2 reviews, buyers looking for financial analysis software for real-time performance tracking consistently mention fast data refreshes, centralized reporting, and easier access to current numbers. According to verified users, tools in this category help teams reduce manual updates, monitor budget versus actuals, and surface trends faster for leadership. G2 reviewers mention that strong options are especially useful when organizations want one place to review dashboards, KPIs, and reporting across multiple systems or entities. Recent feedback also shows that users value products that shorten reporting cycles, improve visibility into financial performance, and make it easier to answer ad hoc questions without relying on static spreadsheets. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used for automated reporting, dashboard visibility, and faster budget-versus-actual analysis inside Excel-based workflows - [Vena](https://www.g2.com/products/vena/reviews) – commonly praised for centralized planning, real-time collaboration, and reporting that helps finance teams track performance across departments - [Fathom](https://www.g2.com/products/fathom/reviews) – often highlighted for clear KPI dashboards, visual reporting, and faster monthly reporting for management and board discussions ### Which platform is best for financial ratio analysis? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) stands out most often for financial ratio analysis because reviewers repeatedly highlight its ability to centralize financial data, automate reporting, and support deeper analysis without forcing teams out of familiar spreadsheet workflows. According to verified users, the combination of Excel integration, dashboards, and drill-down reporting helps finance teams evaluate trends, compare actuals to budgets, and investigate drivers behind performance. G2 reviewers mention that a strong platform for ratio analysis should make financial data easier to structure, refresh, and interpret while reducing manual consolidation work. Recent reviews also emphasize the value of quick reporting cycles and consistent data visibility when analyzing company performance. ### Which financial analysis software offers the best visualization tools? Based on G2 reviews, visualization quality in financial analysis software is most closely tied to how easily teams can turn financial data into dashboards, charts, and presentation-ready reports. According to verified users, the best options help finance teams explain performance clearly to executives, board members, and non-financial stakeholders. G2 reviewers mention that buyers often look for tools that pair financial reporting with customizable visuals, KPI dashboards, and cleaner ways to present trends across departments or entities. Recent reviews also show that users value software that reduces the time spent building reports manually while still making key performance insights easy to understand. Visual clarity is especially important when teams need to communicate budget, forecast, and variance results quickly. **Here are some of the top-rated products on G2:** - [Fathom](https://www.g2.com/products/fathom/reviews) – widely used for visual reporting, KPI dashboards, and client-friendly financial presentations that are easy for non-finance audiences to follow - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently noted for dashboards, storyboards, and reporting outputs that improve visibility for management and stakeholders - [Aleph](https://www.g2.com/products/aleph/reviews) – praised for flexible dashboards, Excel-connected reporting, and fast refreshes that support leadership-ready variance and performance visuals ### Which financial analysis tool offers AI-powered forecasting? Based on G2 reviews, AI-powered forecasting in this category is described as a way to accelerate analysis, surface trends, and support scenario planning rather than replace finance judgment. According to verified users, products with AI features help teams ask natural-language questions, generate commentary, or speed up forecasting workflows alongside budgeting and reporting. G2 reviewers mention that these capabilities are most valuable when paired with strong underlying reporting, centralized data, and familiar finance workflows. Recent reviews show that buyers should look for tools that combine forecasting support with solid visibility into actuals, plans, and variances. Users also note that some AI features are still evolving, so implementation quality and workflow fit matter as much as the AI label itself. ### Which is the best financial analysis software for corporate finance teams? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) is the strongest fit for corporate finance teams because reviewers consistently describe it as a centralized environment for reporting, consolidation, budgeting, and analysis while preserving familiar Excel-based workflows. According to verified users, it helps finance teams reduce manual consolidation, improve version control, and create faster reporting cycles for leadership and management. G2 reviewers mention that corporate finance teams especially value software that supports multiple data sources, recurring reporting, and clearer financial visibility without adding unnecessary friction. Recent feedback also highlights its usefulness for month-end work, board reporting, and helping teams spend less time on data prep and more time on analysis. ### What best software for scenario planning in financial analysis? Based on G2 reviews, scenario planning is one of the most important use cases for financial analysis software because it helps teams test assumptions, compare outcomes, and respond faster to changing conditions. According to verified users, buyers value tools that make it easier to model budget changes, hiring plans, revenue shifts, and operational decisions without rebuilding spreadsheets from scratch. G2 reviewers mention that effective scenario planning software also improves collaboration by giving finance and leadership a shared view of forecasts and tradeoffs. Recent reviews highlight strong demand for products that combine scenario modeling with centralized reporting, version control, and quicker refresh cycles. For many finance teams, the best solutions are the ones that turn planning into an ongoing process instead of a static spreadsheet exercise. **Here are some of the top-rated products on G2:** - [Vena](https://www.g2.com/products/vena/reviews) – often used for scenario modeling, budgeting, and variance analysis while keeping teams in an Excel-familiar planning environment - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) – frequently praised for helping founders and operators build fast scenarios around spend, runway, hiring, and growth decisions - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – commonly highlighted for scenario modeling, forecasting, and comparing assumptions in one centralized FP&A workflow ### What top tools for analyzing company financial performance? Based on G2 reviews, top tools for analyzing company financial performance are usually the ones that centralize data, speed up reporting, and make it easier to drill into variances and trends. According to verified users, finance teams want software that reduces manual spreadsheet work while improving access to budget, forecast, and actual performance in one place. G2 reviewers mention that these tools are especially valuable when organizations need to compare departments, entities, or time periods without rebuilding reports every cycle. Recent feedback also points to demand for dashboards, visual reporting, and easier collaboration with non-finance stakeholders. The strongest products help teams move from collecting numbers to actually interpreting what is driving performance and where action is needed. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – widely used to centralize financial data, automate recurring reports, and support faster performance analysis across multiple sources - [Fathom](https://www.g2.com/products/fathom/reviews) – known for KPI reporting, visual summaries, and management reporting that helps teams interpret business performance more clearly - [Aleph](https://www.g2.com/products/aleph/reviews) – valued for consolidating finance data, supporting ad hoc analysis, and helping teams answer leadership questions quickly with refreshed reporting ### What top platforms for multi-currency financial analysis? Based on G2 reviews, multi-currency financial analysis is a critical need for teams managing international entities, group reporting, or cross-border operations. According to verified users, the best platforms simplify consolidation, support reporting across different currencies, and reduce the manual effort previously required in spreadsheets. G2 reviewers mention that buyers in this use case often look for tools that can combine multiple entities into a single reporting view while preserving drill-down access and clearer performance comparisons. Recent reviews also show that users value platforms that improve month-end reporting and help finance teams monitor group-level results more efficiently. For organizations with complex structures, strong multi-currency support can make reporting faster, cleaner, and easier to trust. **Here are some of the top-rated products on G2:** - [Joiin](https://www.g2.com/products/joiin/reviews) – repeatedly praised for multi-entity consolidation, multi-currency reporting, and faster management reporting across Xero-connected businesses - [Vena](https://www.g2.com/products/vena/reviews) – noted for supporting complex planning and analysis across multi-entity and evolving organizational structures - [Fathom](https://www.g2.com/products/fathom/reviews) – highlighted for consolidations across many entities and easier analytics for organizations operating in different countries and currencies ### What top-rated financial analysis platforms for large enterprises? Based on G2 reviews, large enterprises typically need financial analysis software that can centralize data, automate reporting, and support more complex planning and governance requirements. According to verified users, the top-rated platforms in this category help finance teams work across multiple systems, business units, and reporting needs without relying on disconnected spreadsheets. G2 reviewers mention that large organizations also value stronger controls, repeatable reporting, and tools that make scenario modeling and executive reporting faster. Recent feedback shows that scalability matters not just in data volume, but also in how well a platform supports collaboration across finance, operations, and leadership. The best enterprise-fit tools tend to pair flexible analysis with stronger process consistency and visibility. **Here are some of the top-rated products on G2:** - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) – often used to centralize planning, budgeting, and reporting while reducing manual work in larger finance environments - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) – recognized for scalable planning, scenario analysis, and consolidating reporting needs across organizations into one platform - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – praised for unifying data from multiple systems and supporting centralized forecasting, reporting, and scenario planning ### What best platforms for integrating financial analysis with ERP systems? Based on G2 reviews, ERP integration is one of the most important requirements when evaluating financial analysis software because it affects both reporting speed and data trust. According to verified users, the best platforms connect financial data from ERP and adjacent systems into one environment so teams can avoid manual exports, reduce reconciliation work, and analyze results faster. G2 reviewers mention that buyers often prioritize software that works well with systems like QuickBooks, NetSuite, Sage, Acumatica, SAP, or Microsoft environments while still keeping workflows accessible to finance users. Recent reviews also emphasize the value of easy setup, recurring refreshes, and cleaner reporting outputs when integrating ERP data into planning and performance analysis processes. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used to integrate accounting and ERP-adjacent data sources for faster reporting, consolidation, and analysis in Excel-centered workflows - [Velixo](https://www.g2.com/products/velixo/reviews) – commonly praised for direct ERP-to-Excel connectivity, real-time refreshes, and customizable reporting with systems such as Acumatica and Sage Intacct - [LiveFlow](https://www.g2.com/products/liveflow/reviews) – often highlighted for pulling live accounting data into spreadsheets to automate reporting and reduce manual export work ## 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=99063&focus%5B%5D=160444&focus%5B%5D=1402310&focus%5B%5D=96765&focus%5B%5D=10475&focus%5B%5D=95296&focus%5B%5D=127184&focus%5B%5D=103747) Highlighted products: Datarails, LiveFlow, DualEntry, Reach Reporting, Fathom, D&B Finance Analytics Credit Intelligence, Velixo, and Joiin. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=liveflow&focus%5B%5D=dualentry&focus%5B%5D=reach-reporting&focus%5B%5D=fathom&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=velixo&focus%5B%5D=joiin&segment=small-business) ## How Many Financial Analysis Software Products Does G2 Track? **Total Products under this Category:** 202 ### Category Stats (Jul 2026) - **Average Rating**: 4.54/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: LivePlan (+1.49%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: July 17, 2026* ## How Does G2 Rank Financial Analysis Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,900+ Authentic Reviews - 202+ 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. --- **Sponsored** ### 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. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1550&secure%5Bchosen_at%5D=2026-07-19T21%3A06%3A18Z&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=1401682&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%2Fsmall-business%3Fopen_modal_url%3D%252Fproducts%252Fparallel-parallel%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-analysis%25252Fsmall-business%2526source%253Dcategory&secure%5Btoken%5D=2190ffe61b2bb8bdab684c1b9a18f453b68386ae960ba74a7ea7ba765631c5d7&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Banalysis&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Financial Analysis Software Products in 2026? ### 1. [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:** 364 **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:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (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% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### 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) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### 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) ### 2. [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **How Do G2 Users Rate LiveFlow?** - **Custom Reports:** 9.2/10 (Category avg: 8.7/10) - **Report Types:** 9.3/10 (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:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind LiveFlow?** - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** https://www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/liveflow (62 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small-Business, 20% Mid-Market #### What Are LiveFlow's Pros and Cons? **Pros:** - Ease of Use (80 reviews) - Time-Saving (72 reviews) - Time-saving (70 reviews) - Reporting Efficiency (66 reviews) - Efficiency (57 reviews) **Cons:** - Missing Features (22 reviews) - Inefficient Reporting (11 reviews) - Limited Customization (11 reviews) - Refresh Issues (11 reviews) - Expensive (10 reviews) ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of LiveFlow, appreciating its intuitive features and seamless integration with spreadsheets. - Users value the **time-saving capabilities** of LiveFlow, enabling quick report generation and reducing manual data updates. - Users value the **time-saving capabilities** of LiveFlow, streamlining data management and enhancing reporting efficiency effortlessly. - Users value the **reporting efficiency** of LiveFlow, saving hours with quick, high-quality, customizable reports. - Users find **LiveFlow highly efficient** , drastically reducing time spent on financial reporting for multiple entities. **Cons:** - Users find a **lack of drill-down capabilities** and request faster addition of new features in LiveFlow. - Users find the **inefficient reporting** process cumbersome, often combining reports manually for year over year comparisons. - Users desire more **customization options** for reports and dashboards, finding current limitations frustrating. - Users face challenges with **refresh issues** as version history becomes difficult to navigate with frequent updates. - Users feel the service is **expensive** especially if only a few features are utilized, making it a significant investment. #### What Are Recent G2 Reviews of LiveFlow? **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 3. [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) 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?** - **Custom Reports:** 9.1/10 (Category avg: 8.7/10) - **Report Types:** 9.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Company Website:** https://www.reachreporting.com/ - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 76% Small-Business, 19% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Reporting (6 reviews) - Reporting Efficiency (6 reviews) - Time-saving (6 reviews) - Integrations (5 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### 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, highlighting its straightforward setup and customizable dashboards for clear reporting. - Users appreciate the **clear and beautiful visuals** of Reach Reporting, making decision-making and client communication seamless and effective. - Users value the **reporting efficiency** of Reach Reporting, as it simplifies financial reports and enhances decision-making. - Users value Reach Reporting for its **time-saving automation** in financial reporting, enhancing decision-making efficiency. - Users value the **easy integrations** with QuickBooks, enhancing efficiency and saving valuable time in their reporting processes. **Cons:** - Users desire additional **missing features** in Reach Reporting, such as more UI options and better data integration capabilities. - Users find the system **not very intuitive** initially, which impacts the overall user experience and efficiency. - Users experience **connectivity issues** with Reach Reporting, facing slow syncing and limitations on multiple connections. - Users find the **dashboard limitations** frustrating, wishing for better organization of reports and enhanced forecasting features. - Users face **implementation issues** due to clunky data consolidation and limitations in the budget builder's functionality. #### What Are Recent G2 Reviews of Reach Reporting? **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- ### 4. [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:** https://www.dualentry.com - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry (765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Manufacturing - **Company Size:** 48% Mid-Market, 34% Small-Business #### What Are DualEntry's Pros and Cons? **Pros:** - Ease of Use (318 reviews) - Features (272 reviews) - Efficiency (256 reviews) - Integrations (235 reviews) - Time-saving (231 reviews) **Cons:** - Improvement Needed (116 reviews) - Missing Features (92 reviews) - Limited Customization (91 reviews) - Not User-Friendly (84 reviews) - Learning Difficulty (83 reviews) ### 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) --- ### 5. [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **How Do G2 Users Rate Fathom?** - **Custom Reports:** 8.9/10 (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?:** 9.3/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (70 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 57% Small-Business, 34% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users love the **intuitive and flexible features** of Fathom, enhancing reporting clarity and operational insight. - Users find Fathom to be **intuitive and powerful** , enabling effortless financial planning and streamlined reporting processes. - Users value the **versatile reporting capabilities** of Fathom, enhancing clarity and efficiency in their financial insights. - Users value the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users praise Fathom for its **reporting efficiency** , enabling accurate decisions through visually appealing and flexible reports. **Cons:** - Users find **missing features** in Fathom, particularly struggles with budget uploads and lack of custom KPI integration. - Users struggle with **upload issues** , finding the Excel format cumbersome and automation lacking for budget management. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data presentation options. - Users find **import issues** frustrating, as seamless data uploads and budgeting can be cumbersome and error-prone. - Users feel that Fathom needs **improvements in structure clarity and graphical representation** for better reporting and user experience. #### What Are Recent G2 Reviews of Fathom? **"[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)"** **Rating:** 5.0/5.0 stars *— Kara T.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) --- **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- ### 6. [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:** https://www.dnb.com - **HQ Location:** Short Hills, NJ - **Twitter:** @DunBradstreet (22,541 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2385/ (5,747 employees on LinkedIn®) - **Ownership:** NYSE: DNB **Who Uses This Product?** - **Top Industries:** Manufacturing, Accounting - **Company Size:** 49% Mid-Market, 29% Small-Business #### What Are D&B Finance Analytics Credit Intelligence's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Insights (22 reviews) - Analytics (16 reviews) - Features (16 reviews) - Visibility (14 reviews) **Cons:** - Inaccuracy (20 reviews) - Data Inaccuracy (14 reviews) - Reporting Issues (14 reviews) - Data Management (11 reviews) - Complexity (8 reviews) ### 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? **"[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) --- **"[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) --- #### 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) ### 7. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Joiin?** - **Custom Reports:** 8.7/10 (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?:** 9.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Joiin?** - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Reporting (15 reviews) - Reporting Efficiency (15 reviews) - Customer Support (11 reviews) - Report Creation (11 reviews) **Cons:** - Inefficient Reporting (9 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Missing Features (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin to be highly **easy to use** , facilitating quick financial reporting and intuitive setup processes. - Users praise the **efficient consolidated reporting** of Joiin, appreciating its speed and simplicity across multiple entities and currencies. - Users value the **reporting efficiency** of Joiin, enabling quick and reliable consolidated reports across multiple entities. - Users value the **responsive customer support** of Joiin, ensuring continuous improvement and effective assistance with their needs. - Users value the **effortless report creation** in Joiin, streamlining their consolidation process and saving time. **Cons:** - Users find **reporting functionality inefficient** , often needing additional adjustments after exports for proper presentation. - Users face **reporting issues** with Joiin, often needing to export data for better formatting and presentation. - Users find that the **limited reporting capabilities** of Joiin require additional steps to finalize management accounts effectively. - Users note the **missing features** in Joiin, such as lack of report titles and sorting options, limiting usability. - Users note **formatting issues** with reports and exports, necessitating additional cleanup before sharing and using effectively. #### What Are Recent G2 Reviews of Joiin? **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 8. [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:** https://www.velixo.com/ - **Year Founded:** 2017 - **HQ Location:** Montreal, QC - **Twitter:** @VelixoSolutions (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/velixo/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Construction, Accounting - **Company Size:** 61% Mid-Market, 27% Small-Business #### What Are Velixo's Pros and Cons? **Pros:** - Ease of Use (66 reviews) - Excel Integration (57 reviews) - Reporting Efficiency (35 reviews) - Excel Functionality (31 reviews) - Time-saving (30 reviews) **Cons:** - Excel Integration Issues (15 reviews) - Learning Curve (15 reviews) - Formula Issues (12 reviews) - Refresh Issues (12 reviews) - Slow Performance (12 reviews) ### 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 ### 9. [Parallel](https://www.g2.com/products/parallel-parallel/reviews) Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet. **Average Rating:** 4.9/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Parallel?** - **Custom Reports:** 8.6/10 (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?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Parallel?** - **Seller:** [Parallel](https://www.g2.com/sellers/parallel-358eee3b-08ce-4dc8-829d-71bcacf56e39) - **Company Website:** https://getparallel.com/ - **HQ Location:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/getparallel/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 83% Small-Business, 7% Mid-Market #### What Are Parallel's Pros and Cons? **Pros:** - Forecasting (6 reviews) - Customer Support (4 reviews) - Ease of Use (4 reviews) - Efficiency (4 reviews) - Easy Setup (3 reviews) **Cons:** - Software Bugs (2 reviews) - Download Issues (1 reviews) - Learning Curve (1 reviews) - Limited Visualization (1 reviews) - Missing Features (1 reviews) ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **forecasting capabilities** of Parallel, empowering confident decision-making and optimizing spend for growth. - Users value the **fantastic customer support** from Parallel, assisting with budgets, forecasts, and financial reporting effectively. - Users appreciate the **ease of use** of Parallel, allowing non-technical founders to efficiently manage finances and forecasts. - Users value the **efficiency** of Parallel, enabling quick decision-making and simplifying financial modeling for their startups. - Users highlight the **easy setup** of Parallel, enabling quick onboarding and efficient financial planning in hours. **Cons:** - Users report occasional **software bugs** , though many have experienced improved stability over time with Parallel. - Users faced **download issues** with financials, but appreciated the team's quick response to feedback. - Users face a **learning curve** with Parallel due to finance concepts, but support mitigates challenges effectively. - Users experience a **limited visualization** of financial data in Parallel, making initial understanding challenging without prior expertise. - Users desire more features from Parallel to enhance its functionality as a **complete accounting system**. #### What Are Recent G2 Reviews of Parallel? **"[Easiest Financial Modeling Tool to Stress Test Big Decisions](https://www.g2.com/survey_responses/parallel-review-12298809)"** **Rating:** 5.0/5.0 stars *— Mason S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) --- **"[Solid Financial Management Tool with Responsive Support](https://www.g2.com/survey_responses/parallel-review-12872915)"** **Rating:** 4.5/5.0 stars *— Zach B.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12872915) --- ### 10. [G-Accon](https://www.g2.com/products/g-accon/reviews) All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 199 **How Do G2 Users Rate G-Accon?** - **Custom Reports:** 8.1/10 (Category avg: 8.7/10) - **Report Types:** 8.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.3/10 (Category avg: 8.6/10) **Who Is the Company Behind G-Accon?** - **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon) - **Company Website:** https://g-accon.com/ - **Year Founded:** 2017 - **HQ Location:** Novi, MI - **Twitter:** @G_AcconServices (1,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CFO - **Top Industries:** Accounting, Financial Services - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are G-Accon's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Automation (29 reviews) - Time-Saving (28 reviews) - Integrations (25 reviews) - Time-saving (24 reviews) **Cons:** - Reporting Issues (13 reviews) - Inefficient Reporting (10 reviews) - Poor Navigation (8 reviews) - UX Improvement (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of G-Accon, enabling rapid data retrieval and report generation with minimal effort. - Users value the **automation capabilities** of G-Accon, significantly reducing report generation time and increasing efficiency. - Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes. - Users value the **seamless integration** of G-Accon, efficiently pulling data from Xero into Google Sheets for analysis. - Users value the **time-saving automation** of G-Accon, drastically reducing the time spent on financial reporting tasks. **Cons:** - Users find **reporting issues** frustrating, noting difficulties in connecting custom reports and data loss when copying sheets. - Users find that G-Accon's **inefficient reporting** can complicate generating accurate custom and consolidated reports. - Users find **navigation poor** , experiencing confusion and difficulty locating features within the G-Accon platform. - Users find the **dated interface** of G-Accon less appealing and hope for a modernized, more intuitive design. - Users find a **steep learning curve** with G-Accon, making initial usage challenging for those unfamiliar with its features. #### What Are Recent G2 Reviews of G-Accon? **"[User-Friendly Way to Make the Xero API Accessible](https://www.g2.com/survey_responses/g-accon-review-12922876)"** **Rating:** 5.0/5.0 stars *— Clarize P.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 11. [Martus](https://www.g2.com/products/martus/reviews) Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. **Average Rating:** 4.7/5.0 **Total Reviews:** 81 **How Do G2 Users Rate Martus?** - **Custom Reports:** 7.7/10 (Category avg: 8.7/10) - **Report Types:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 6.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Martus?** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2008 - **HQ Location:** Greenville, US - **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 46% Mid-Market, 29% Small-Business #### What Are Martus's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Customer Support (19 reviews) - Integrations (19 reviews) - Budgeting Management (18 reviews) - Budgeting Efficiency (16 reviews) **Cons:** - Learning Curve (9 reviews) - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Confusion (5 reviews) - Learning Difficulty (5 reviews) ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying its clear presentation and seamless integration with accounting systems. - Users value the **excellent customer support** from Martus, enhancing their overall experience and organizational efficiency. - Users value the **seamless integration** of Martus with accounting systems, enhancing financial transparency and budgeting efficiency. - Users praise the **streamlined budgeting management** of Martus, significantly reducing time and enhancing accessibility for managers. - Users value the **budgeting efficiency** of Martus, significantly reducing preparation time and enhancing access to financial reports. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to fully understand the system. - Users find Martus to have a **fairly complex interface** that can confuse and complicate usage for small schools. - Users find the **user interface confusing** as navigating between worksheets and filters can be cumbersome and unintuitive. - Users find Martus has a **learning difficulty** , requiring time to understand data pulling and reporting features. #### What Are Recent G2 Reviews of Martus? **"[Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access](https://www.g2.com/survey_responses/martus-review-13051917)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) --- **"[Best Sage Intacct Integrated Budget Planning Application](https://www.g2.com/survey_responses/martus-review-12319545)"** **Rating:** 5.0/5.0 stars *— jerry T.* [Read full review](https://www.g2.com/survey_responses/martus-review-12319545) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 12. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **How Do G2 Users Rate Clockwork.ai?** - **Custom Reports:** 9.7/10 (Category avg: 8.7/10) - **Report Types:** 9.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Clockwork.ai?** - **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca) - **Company Website:** https://www.clockwork.ai/about - **Year Founded:** 2018 - **HQ Location:** Chicago, US - **Twitter:** @Clockwork_AI (118 Twitter followers) - **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 91% Small-Business, 9% Mid-Market #### What Are Clockwork.ai's Pros and Cons? **Pros:** - Customer Support (4 reviews) - Ease of Implementation (3 reviews) - Capabilities (2 reviews) - Customizability (2 reviews) - Customization (2 reviews) **Cons:** - Performance Issues (1 reviews) - Slow Loading (1 reviews) - Slow Performance (1 reviews) - Update Issues (1 reviews) ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users rave about the **exceptional customer support** from Clockwork.ai, making implementation and ongoing use seamless and effective. - Users praise the **ease of implementation** with Clockwork.ai, highlighting its user-friendly design and exceptional support. - Users love the **intuitive integration and customization** capabilities of Clockwork.ai, making financial modeling effortless and efficient. - Users find Clockwork.ai's **customizability** exceptional, allowing tailored solutions without extensive effort or wasted time. - Users love the **easy customization** capabilities of Clockwork.ai, enhancing their business models effortlessly and efficiently. **Cons:** - Users note some **performance issues** with Clockwork.ai, particularly regarding loading and update times, though it's generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting the overall user experience. - Users experience **slow performance** with Clockwork.ai, leading to delays in loading times during use. - Users note that the **update issues** cause slight delays, but consider them manageable given the data being processed. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 13. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 193 **How Do G2 Users Rate Jirav?** - **Custom Reports:** 8.6/10 (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?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (49 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users praise Jirav for its **ease of use** , facilitating quick report preparation and intuitive navigation for clients. - Users praise Jirav's **exceptional customer support** , noting quick responses and effective assistance with integration and usage. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding of financial data for clients. - Users commend the **easy setup** of Jirav, facilitated by excellent onboarding and responsive customer support. - Users highlight Jirav's **robust financial management capabilities** , enhancing reporting and planning for effective business advisory. **Cons:** - Users face a **steep learning curve** initially, particularly transitioning from traditional spreadsheets to Jirav's interface. - Users report a noticeable **learning curve** initially, but find it rewarding once they adapt to the platform. - Users face a notable **learning difficulty** transitioning from Excel, although support helps mitigate challenges. - Users find the **limited reporting features** cumbersome, impacting their ability to efficiently generate necessary data. - Users desire to see **missing features** like handling multiple entities and improved reporting capabilities in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- **"[Seamless QuickBooks Integration That Keeps Actuals and Accounts Perfectly in Sync](https://www.g2.com/survey_responses/jirav-review-13113509)"** **Rating:** 5.0/5.0 stars *— Brandy B.* [Read full review](https://www.g2.com/survey_responses/jirav-review-13113509) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 14. [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:** 194 **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:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 46% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Automation (61 reviews) - Integrations (47 reviews) - Easy Integrations (42 reviews) - Time-saving (42 reviews) **Cons:** - Feature Limitations (33 reviews) - Limited Features (21 reviews) - Missing Features (15 reviews) - Limitations (14 reviews) - Integration Issues (13 reviews) ### 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) --- ### 15. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Syft?** - **Custom Reports:** 8.7/10 (Category avg: 8.7/10) - **Report Types:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Syft?** - **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics) - **Year Founded:** 2016 - **HQ Location:** Wilmington, US - **Twitter:** @Syft_Analytics (511 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (96 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 70% Small-Business, 28% Mid-Market #### What Are Syft's Pros and Cons? **Pros:** - Reporting (9 reviews) - Easy Integrations (8 reviews) - Financial Management (8 reviews) - Integrations (7 reviews) - Reporting Efficiency (7 reviews) **Cons:** - Connectivity Issues (2 reviews) - Customization Difficulties (2 reviews) - Excel Integration Issues (2 reviews) - Expensive (2 reviews) - Learning Curve (2 reviews) ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and versatile reporting** of Syft, significantly enhancing decision-making and time efficiency. - Users appreciate the **easy integrations** of Syft, enhancing efficiency through seamless connections with multiple platforms. - Users value the **ease of integration and professional report options** that enhance financial management in small businesses. - Users appreciate the **seamless integrations** of Syft, enhancing efficiency and streamlining financial processes significantly. - Users value the **reporting efficiency** of Syft, which streamlines month-end processes and enhances overall productivity. **Cons:** - Users face **connectivity issues** with limited data options and syncing problems, though support is helpful when available. - Users find the **customization difficulties** in Syft limit their ability to create detailed reports and comparisons. - Users face **Excel integration issues** , limiting data connections and restricting advanced reporting capabilities compared to Excel. - Users find Syft to be **expensive** , as costs increase significantly for accessing all its fantastic features. - Users note a noticeable **learning curve** with Syft, especially for mastering advanced analytics tools despite helpful training resources. #### What Are Recent G2 Reviews of Syft? **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 16. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.2/10 (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:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **automation capabilities** of Causal, making budgeting and planning efficient and straightforward. - Users praise the **ease of budgeting** with Causal, noting its logical UI and quick integration with data. - Users find the **collaboration features** of Causal exceptional, enhancing budgeting and planning with easy sharing and flexibility. - Users love the **robust data analysis** in Causal, appreciating the seamless blend of actual and forecasted values. - Users appreciate the **ease of implementation** of Causal, finding it quick and intuitive for seamless integration. **Cons:** - Users find the **difficult learning curve** of Causal challenging, but consulting support can help navigate the process. - Users find the **insufficient training** challenging, often needing additional support to get started with Causal. - Users recognize the potential for **integration issues** , noting that the number of integrations could be expanded. - Users find the **learning curve steep** , which may require external assistance for a smoother onboarding experience. - Users find the **learning difficulty** of Causal to be a challenge, often requiring external assistance to navigate. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 17. [Upmetrics](https://www.g2.com/products/upmetrics/reviews) Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives. **Average Rating:** 4.7/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Upmetrics?** - **Custom Reports:** 9.3/10 (Category avg: 8.7/10) - **Report Types:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Upmetrics?** - **Seller:** [Upmetrics](https://www.g2.com/sellers/upmetrics) - **Year Founded:** 2019 - **HQ Location:** 1301 N Broadway STE 32302 Los Angeles, CA 90012 - **Twitter:** @upmetrics (186 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/upmetrics-co (35 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 86% Small-Business, 14% Mid-Market #### What Are Upmetrics's Pros and Cons? **Pros:** - Time-saving (4 reviews) - Customer Support (3 reviews) - Ease of Use (3 reviews) - Capabilities (2 reviews) - Financial Management (2 reviews) **Cons:** - Limited Templates (3 reviews) - Affordability Issues (1 reviews) - Integration Issues (1 reviews) - Limited Integration (1 reviews) - Poor Documentation (1 reviews) ### What Do G2 Reviewers Say About Upmetrics? *AI-generated summary from verified user reviews* **Pros:** - Users value Upmetrics for its **time-saving features** , streamlining business planning and enabling focus on core activities. - Users value the **incredible support team** of Upmetrics, noting their quick and effective assistance. - Users find Upmetrics to be **extremely user-friendly** , simplifying the business planning process and maintaining organization effortlessly. - Users appreciate how Upmetrics offers a **powerful AI business plan generator** that simplifies goal organization and financial projections. - Users value the **financial management features** of Upmetrics, which streamline projections and keep goals organized. **Cons:** - Users desire more **business templates** and customization options to enhance their experience with Upmetrics. - Users express concerns over **affordability issues** , as valuable features like AI Assistant are only available to premium users. - Users express a desire for improved **integration with Quickbooks** to enhance financial data handling and forecasting accuracy. - Users find the **limited integration** with accounting software a significant drawback, hindering seamless financial management. - Users desire more templates and **improved documentation** to enhance their overall experience with Upmetrics. #### What Are Recent G2 Reviews of Upmetrics? **"[Great tool for class projects](https://www.g2.com/survey_responses/upmetrics-review-11781895)"** **Rating:** 5.0/5.0 stars *— Verified User in Human Resources* [Read full review](https://www.g2.com/survey_responses/upmetrics-review-11781895) --- **"[Made planning quick and easy](https://www.g2.com/survey_responses/upmetrics-review-11733224)"** **Rating:** 4.5/5.0 stars *— Bhavik B.* [Read full review](https://www.g2.com/survey_responses/upmetrics-review-11733224) --- #### What Are G2 Users Discussing About Upmetrics? - [What is Upmetrics used for?](https://www.g2.com/discussions/what-is-upmetrics-used-for) ### 18. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Custom Reports:** 9.4/10 (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?:** 9.8/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Customer Support (10 reviews) - Ease of Use (10 reviews) - Easy Integrations (9 reviews) - Planning (8 reviews) - Automation (7 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Steep Learning Curve (4 reviews) - Complexity (3 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users commend Runway Financial's **exceptional customer support** , highlighting the team's attentiveness and quick problem-solving abilities. - Users find Runway Financial to be **incredibly easy to use** , providing an intuitive system for streamlined financial planning. - Users appreciate the **easy integrations** of Runway Financial, unifying diverse tools for better financial visibility and reporting. - Users value the **ease of planning** in Runway Financial, allowing for comprehensive financial modeling and analysis. - Users value the **automated integration** capabilities of Runway Financial, streamlining workflows and enhancing operational efficiency. **Cons:** - Users warn of a **difficult learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial terminology. - Users find Runway Financial has a **steep learning curve** , especially for those unfamiliar with SQL and financial terminology. - Users face a **steep learning curve** with Runway Financial, especially when onboarding and familiarizing with terminology. - Users face a **steep learning curve** with Runway Financial, especially if unfamiliar with SQL and financial terminology. - Users find the **onboarding process complex** and require ongoing support for effective use of Runway Financial. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 19. [Global Database Risk Intelligence](https://www.g2.com/products/global-database-risk-intelligence/reviews) When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool designed to offer businesses a comprehensive insight into the financial stability and creditworthiness of companies worldwide. Key Features: Comprehensive Financial Data: Gain access to detailed financial histories, including income statements, balance sheets, cash flow statements, and key financial ratios. Credit Risk Insights: Evaluate potential risks with our credit scores and ratings, allowing you to make well-informed decisions, minimize bad debts, and optimize credit terms. Global Coverage: Our database covers businesses from numerous sectors and countries, ensuring you have a global perspective regardless of where you operate. Real-time Updates: Stay ahead of the curve. Our reports are updated in real-time, ensuring that you have the most recent data at your fingertips. User-friendly Interface: Access information seamlessly with our intuitive interface, making it easier for businesses of all sizes to gather insights and analytics. Advanced Analytics: Beyond raw data, benefit from in-depth analytics that help in identifying trends, growth rates, and predicting future financial health. **Average Rating:** 4.7/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Global Database Risk Intelligence?** - **Custom Reports:** 10.0/10 (Category avg: 8.7/10) - **Report Types:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Global Database Risk Intelligence?** - **Seller:** [Global Data Intelligence Limited](https://www.g2.com/sellers/global-data-intelligence-limited) - **Year Founded:** 2015 - **HQ Location:** Northampton, UK - **Twitter:** @Global_Database (1,594 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/global-database/ (40 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Transportation/Trucking/Railroad - **Company Size:** 108% Small-Business, 49% Mid-Market #### What Are Global Database Risk Intelligence's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Integrations (19 reviews) - Dashboards (12 reviews) - Insights (10 reviews) - Dashboard Customization (9 reviews) **Cons:** - Limited Customization (8 reviews) - Slow Performance (8 reviews) - Customization Difficulties (6 reviews) - Slow Loading (5 reviews) - Complex Setup (4 reviews) ### What Do G2 Reviewers Say About Global Database Risk Intelligence? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Global Database Risk Intelligence, benefiting from intuitive dashboards and quick data access. - Users value the **seamless integrations** of Global Database, enhancing data reliability and streamlining reporting processes. - Users value the **intuitive and seamless dashboards** of Global Database Risk Intelligence for easy risk assessment and integration. - Users value the **comprehensive insights** of Global Database Risk Intelligence, benefiting from detailed historical data and intuitive dashboards. - Users appreciate the **easy-to-navigate dashboards** of Global Database Risk Intelligence, enhancing clarity in metrics and reports. **Cons:** - Users note a **lack of customization** options in reports, limiting their ability to tailor data for different departments. - Users experience **slow performance** during peak times, with reports loading slowly and filters being tricky initially. - Users notice a **lack of customization options** for reports, leading to some challenges in tailoring financial presentations. - Users experience **slow loading times** , especially with detailed reports and advanced filters, affecting efficiency. - Users experience **complex setup** times, particularly during initial customization and integration, but enjoy smooth operation afterward. #### What Are Recent G2 Reviews of Global Database Risk Intelligence? **"[Comprehensive Risk Intelligence That Elevates SME Lending portfolio](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919415)"** **Rating:** 5.0/5.0 stars *— Jim Y.* [Read full review](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919415) --- **"[Enabling rapid partner onboarding with confidence](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919314)"** **Rating:** 5.0/5.0 stars *— Debarshi M.* [Read full review](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919314) --- ### 20. [Budgyt](https://www.g2.com/products/budgyt/reviews) Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear. **Average Rating:** 4.8/5.0 **Total Reviews:** 107 **How Do G2 Users Rate Budgyt?** - **Custom Reports:** 8.5/10 (Category avg: 8.7/10) - **Report Types:** 8.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Budgyt?** - **Seller:** [Budgyt](https://www.g2.com/sellers/budgyt) - **Company Website:** https://www.budgyt.com - **Year Founded:** 2013 - **HQ Location:** New York, NY - **Twitter:** @budgyt (115 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/11036487/ (13 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, CFO - **Top Industries:** Non-Profit Organization Management, Computer Software - **Company Size:** 61% Mid-Market, 36% Small-Business #### What Are Budgyt's Pros and Cons? **Pros:** - Ease of Use (17 reviews) - Budgeting Management (12 reviews) - Customer Support (12 reviews) - Budgeting (10 reviews) - Budgeting Efficiency (10 reviews) **Cons:** - Integration Issues (5 reviews) - Expensive (2 reviews) - Inefficient Reporting (2 reviews) - Learning Difficulty (2 reviews) - Limitations (2 reviews) ### What Do G2 Reviewers Say About Budgyt? *AI-generated summary from verified user reviews* **Pros:** - Users commend Budgyt for its **ease of use** , enabling seamless data uploads and straightforward presentations for efficient management. - Users praise Budgyt for its **affordable pricing and user-friendly interface** , enhancing budget management for non-profits. - Users praise Budgyt for its **responsive customer support** , which is attentive and available around the clock. - Users love the **easy budgeting process** with Budgyt, appreciating its multiple layers and excellent support. - Users appreciate the **budgeting efficiency** of Budgyt, which simplifies processes and improves visibility across multiple locations. **Cons:** - Users face **integration issues** with Budgyt, particularly in managing multiple companies and lacking full automation capabilities. - Users find Budgyt **expensive** , particularly with high initial setup costs that may not align with its value. - Users find the **inefficient reporting** in Budgyt lacking in presentation and customization for non-financial audiences. - Users find a **learning difficulty** with Budgyt, especially those unfamiliar with accounting practices, complicating usage. - Users face **limitations in integration capabilities** with Budgyt, particularly when managing multiple entities effectively. #### What Are Recent G2 Reviews of Budgyt? **"[Flexible Cloud-Based Financial Reporting with Powerful Variance Analysis](https://www.g2.com/survey_responses/budgyt-review-13044414)"** **Rating:** 5.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13044414) --- **"[Seamless QuickBooks Online Integration with Strong Support and Great Value](https://www.g2.com/survey_responses/budgyt-review-13038570)"** **Rating:** 5.0/5.0 stars *— Steve P.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-13038570) --- #### What Are G2 Users Discussing About Budgyt? - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment ### 21. [LivePlan](https://www.g2.com/products/liveplan/reviews) LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence. **Average Rating:** 4.2/5.0 **Total Reviews:** 38 **How Do G2 Users Rate LivePlan?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) **Who Is the Company Behind LivePlan?** - **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software) - **Year Founded:** 1988 - **HQ Location:** Eugene, OR - **Twitter:** @paloaltosoft (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 82% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of LivePlan? **"[Easy-to-Use Tool That Helped Turn My Idea Into an Investor-Ready Business Plan](https://www.g2.com/survey_responses/liveplan-review-13068542)"** **Rating:** 4.5/5.0 stars *— Travis P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13068542) --- **"[Streamlined Our Business Planning Collaboratively](https://www.g2.com/survey_responses/liveplan-review-13053090)"** **Rating:** 5.0/5.0 stars *— John P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13053090) --- #### What Are G2 Users Discussing About LivePlan? - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for) ### 22. [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,480 **How Do G2 Users Rate HiBob HRIS?** - **Custom Reports:** 8.3/10 (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?:** 8.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind HiBob HRIS?** - **Seller:** [HiBob](https://www.g2.com/sellers/hibob) - **Company Website:** https://www.hibob.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @HiBob_HR (4,192 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7586104/ (2,088 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** HR Manager, Head of People - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Mid-Market, 16% Small-Business #### What Are HiBob HRIS's Pros and Cons? **Pros:** - Ease of Use (1186 reviews) - User Interface (661 reviews) - Intuitive (646 reviews) - Helpful (548 reviews) - Simple (530 reviews) **Cons:** - Limited Features (379 reviews) - Missing Features (350 reviews) - Limited Customization (332 reviews) - Integration Issues (241 reviews) - Feature Absence (172 reviews) ### What Do G2 Reviewers Say About HiBob HRIS? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive interface** of HiBob HRIS, which simplifies navigation and enhances the overall user experience. - Users find HiBob HRIS **easy and intuitive** , making HR management straightforward and user-friendly. - Users highlight the **intuitive design** of HiBob HRIS, making navigation and usage seamless for everyone. - Users appreciate the **helpful support** from HiBob HRIS, enhancing their experience with quick responses and detailed guidance. - Users love the **customizability and ease of use** in HiBob HRIS, appreciating its user-friendly design and helpful resources. **Cons:** - Users find HiBob HRIS has **limited features** like reporting and add-ons that restrict their usability and effectiveness. - Users find **missing features** in HiBob HRIS, such as limited automation and lack of essential functions in the app. - Users note the **limited customization** options in HiBob, making it challenging to fully adapt to their needs. - Users face **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility. - Users find HiBob HRIS lacking in **flexibility and essential features** , impacting their overall user experience. #### What Are Recent G2 Reviews of HiBob HRIS? **"[Highly Customizable, Saves Time with Automation](https://www.g2.com/survey_responses/hibob-hris-review-13055546)"** **Rating:** 5.0/5.0 stars *— Ola K.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13055546) --- **"[Hibob Empowers Employees with Easy Leave, Team Updates, and Smart Integrations](https://www.g2.com/survey_responses/hibob-hris-review-12701093)"** **Rating:** 4.5/5.0 stars *— Noxy P.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-12701093) --- #### What Are G2 Users Discussing About HiBob HRIS? - [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for) ### 23. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business. **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **How Do G2 Users Rate Fuelfinance?** - **Custom Reports:** 9.9/10 (Category avg: 8.7/10) - **Report Types:** 9.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Fuelfinance?** - **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance) - **Year Founded:** 2019 - **HQ Location:** Delaware, IA - **Twitter:** @fuelfinance_ (333 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fuelfinance (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 54% Small-Business, 46% Mid-Market #### What Are Fuelfinance's Pros and Cons? **Pros:** - Financial Management (14 reviews) - Insights (9 reviews) - Budgeting Management (6 reviews) - Insights Analysis (6 reviews) - Ease of Use (5 reviews) **Cons:** - Limited Integration (2 reviews) - Limited Integrations (2 reviews) - Customization Difficulties (1 reviews) - Difficult Customization (1 reviews) - Downtime Issues (1 reviews) ### What Do G2 Reviewers Say About Fuelfinance? *AI-generated summary from verified user reviews* **Pros:** - Users commend **Financial Management** in Fuelfinance for optimizing decisions, boosting profitability, and ensuring financial stability. - Users value the **financial visibility and support** from Fuelfinance, citing significant improvements in decision-making and time efficiency. - Users appreciate the **user-friendly budgeting tools** of FuelFinance, which empower informed financial decisions and stability. - Users value the **insightful financial visibility** provided by Fuelfinance, transforming decision-making and enhancing efficiency. - Users appreciate the **ease of use** of Fuelfinance, enabling effective financial management and informed decision-making. **Cons:** - Users note a **lack of out-of-the-box integrations** , which may lead to additional troubleshooting during setup. - Users desire more **out-of-the-box integrations** for Fuelfinance to enhance connectivity with other tools. - Users face **customization difficulties** with Fuelfinance, struggling to adjust the software to fit their business needs. - Users face **difficulties in customization** of Fuelfinance, making it challenging to adapt the software to their needs. - Users report experiencing **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software. #### What Are Recent G2 Reviews of Fuelfinance? **"[Fuelfinance Is a Must-Have for Founders](https://www.g2.com/survey_responses/fuelfinance-review-11371016)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016) --- **"[A must-have for any service company](https://www.g2.com/survey_responses/fuelfinance-review-11855515)"** **Rating:** 5.0/5.0 stars *— Max V.* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515) --- ### 24. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Drivetrain?** - **Custom Reports:** 9.5/10 (Category avg: 8.7/10) - **Report Types:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Drivetrain?** - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** https://www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI (55 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 83% Mid-Market, 14% Small-Business #### What Are Drivetrain's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Reporting Efficiency (31 reviews) - Report Creation (30 reviews) - Customer Support (29 reviews) - Easy Integrations (22 reviews) **Cons:** - Learning Curve (13 reviews) - Missing Features (13 reviews) - Learning Difficulty (12 reviews) - Steep Learning Curve (11 reviews) - Difficult Learning (6 reviews) ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain to be **incredibly intuitive and easy to use** , streamlining data management and reporting effortlessly. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized data insights. - Users praise Drivetrain for its **rapid report creation** , streamlining processes and enhancing accessibility to data insights. - Users commend the **exceptional customer support** from Drivetrain, facilitating a smooth transition and addressing challenges promptly. - Users value the **easy integrations** of Drivetrain, enabling seamless connections and quick report generation across platforms. **Cons:** - Users face a significant **learning curve** with Drivetrain, as adapting from spreadsheets can be complex and time-consuming. - Users note the **missing features** like AI analytics and self-service data transforms hinder functionality and ease of use. - Users note a significant **learning difficulty** with Drivetrain's unique logic compared to traditional spreadsheets, necessitating extra time to master. - Users face a **steep learning curve** with Drivetrain's unique model-building logic, demanding time and effort to master. - Users report a **difficult learning curve** with Drivetrain, especially for those accustomed to Excel's functionality. #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 25. [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:** 289 **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:** https://www.celonis.com - **Year Founded:** 2011 - **HQ Location:** New York - **Twitter:** @Celonis (17,449 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/3118913/ (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:** 62% Enterprise, 20% Small-Business #### What Are Celonis's Pros and Cons? **Pros:** - Ease of Use (23 reviews) - Efficiency (17 reviews) - Insights (15 reviews) - User Interface (15 reviews) - Features (14 reviews) **Cons:** - Learning Curve (15 reviews) - Complexity (13 reviews) - Missing Features (10 reviews) - Limited Features (9 reviews) - Slow Performance (8 reviews) ### 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? **"[Helped us understand why our processes were slowing down](https://www.g2.com/survey_responses/celonis-review-13117514)"** **Rating:** 4.5/5.0 stars *— Michelle M.* [Read full review](https://www.g2.com/survey_responses/celonis-review-13117514) --- **"[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) --- #### 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 ## What Is Financial Analysis Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Financial Analysis Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## 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.