# Best Budgeting and Forecasting Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance. These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis. Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy. To qualify for inclusion in the Budgeting and Forecasting category, a product must: - Create and manage organizational, project-based, or operational budgets - Allow users to create and manage multiple budget and forecast versions - Generate financial forecasts using historical, operational, or user-defined planning data - Compare budgeted or forecasted results against actual financial health - Consolidate budgets and forecasts across multiple departments, business units, projects, or entities - Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes - Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards ## Top Budgeting and Forecasting Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Cross-functional connected budgeting and scenario forecasting | "[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)" | | 2 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (355 reviews) | Excel-native multi-source budgeting and consolidation | "[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native FP&A with centralized version control | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (222 reviews) | Multidimensional budgeting with in-memory scenario modeling | "[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)" | | 5 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)" | | 6 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (492 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[Effortless Budgeting with Stellar Support](https://www.g2.com/survey_responses/planful-review-12981881)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (99 reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)" | | 8 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (149 reviews) | Multi-source consolidation with unified budgeting and forecasting | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 9 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,131 reviews) | Linked budget-to-report financial close workflows | "[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)" | | 10 | [Martus](https://www.g2.com/products/martus/reviews) | 4.7/5.0 (73 reviews) | Collaborative department budgeting with Sage Intacct integration | "[User-Friendly Budgeting that eliminates the manual worksheet!](https://www.g2.com/survey_responses/martus-review-13059172)" | ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 232 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: UniFi (+1.49%) - Among all products in this category, UniFi recorded the largest rating increase compared to last month *Last updated: July 02, 2026* ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 13,700+ Authentic Reviews - 232+ 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. ## Which Budgeting and Forecasting Software Is Best for Your Use Case? - **Leader:** [Anaplan](https://www.g2.com/products/anaplan/reviews) - **Highest Performer:** [Parallel](https://www.g2.com/products/parallel-parallel/reviews) - **Easiest to Use:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) --- **Sponsored** ### CCH Tagetik The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-02T16%3A58%3A02Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting&secure%5Btoken%5D=d168a30585bb7334a27e07ddad05e4b5abc66a09dd935fdf333a68fe5859723e&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [Anaplan](https://www.g2.com/products/anaplan/reviews) Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management. **Average Rating:** 4.6/5.0 **Total Reviews:** 396 **How Do G2 Users Rate Anaplan?** - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Anaplan?** - **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan) - **Company Website:** https://www.anaplan.com - **Year Founded:** 2006 - **HQ Location:** Miami, FL - **Twitter:** @anaplan (21,768 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,836 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Manager, Senior Consultant - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 52% Enterprise, 34% Mid-Market #### What Are Anaplan's Pros and Cons? **Pros:** - Ease of Use (84 reviews) - Features (70 reviews) - Flexibility (70 reviews) - Efficiency (55 reviews) - Planning (53 reviews) **Cons:** - Limitations (34 reviews) - Missing Features (34 reviews) - Learning Curve (28 reviews) - Performance Issues (27 reviews) - Expensive (24 reviews) ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in Anaplan, making it suitable for diverse applications while enhancing collaboration. - Users appreciate the **user-friendly modeling interface** of Anaplan, making it easy for both developers and end users. - Users value the **impressive flexibility** of Anaplan, enabling tailored solutions for diverse business needs and planning activities. - Users admire the **efficiency** of Anaplan, enhancing processes and promoting seamless planning across various industries. - Users value Anaplan for its **ease of use and collaboration** , facilitating streamlined enterprise-wide planning across teams. **Cons:** - Users highlight the **expensive licensing and performance limitations** of Anaplan, affecting scalability and usability. - Users feel the **missing essential features** in Anaplan hinder effective usage and overall experience. - Users find the **steep learning curve** of Anaplan challenging, making initial setup and usability complex for new users. - Users often face **performance issues** with Anaplan, including slow calculations and cumbersome initial setup. - Users find Anaplan to be **expensive** , often deterred by added costs for advanced functionalities and features. #### What Are Recent G2 Reviews of Anaplan? **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- **"[Fast Real-Time Reporting and Scalable Multidimensional Modeling in Anaplan](https://www.g2.com/survey_responses/anaplan-review-12927992)"** **Rating:** 4.5/5.0 stars *— Kumar S.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12927992) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment - [What database does anaplan use?](https://www.g2.com/discussions/what-database-does-anaplan-use) - 3 comments - [What is anaplan software?](https://www.g2.com/discussions/what-is-anaplan-software) - 4 comments ### 2. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes. **Average Rating:** 4.6/5.0 **Total Reviews:** 355 **How Do G2 Users Rate Datarails?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.5/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **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/ (423 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 (92 reviews) - Reporting Efficiency (53 reviews) - Excel Integration (51 reviews) - Data Management (49 reviews) - Efficiency (46 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 find Datarails' interface to be **user-friendly and intuitive** , allowing for easy reporting and quick adjustments. - Users value the **reporting efficiency** of Datarails, which simplifies financial reporting and enhances budget processing. - Users appreciate the **Excel integration** in Datarails, enabling them to leverage existing skills for efficient data management. - Users value the **data management capabilities** of Datarails, which streamline reporting and improve financial accuracy effortlessly. - Users commend Datarails for its **remarkable efficiency** in simplifying and automating data processes, enhancing productivity significantly. **Cons:** - Users note a **steep learning curve** with Datarails, making initial navigation and troubleshooting challenging for non-tech savvy users. - Users face a **steep learning curve** when starting with Datarails, requiring significant time to master the platform. - Users are frustrated by **missing features** like limited data input options and lack of Excel export capabilities. - Users find a **steep learning curve** with Datarails, requiring training and adaptation to navigate its complexities effectively. - Users often face **complexity in data input and troubleshooting** , making initial use of Datarails challenging despite its benefits. #### What Are Recent G2 Reviews of Datarails? **"[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) --- **"[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)"** **Rating:** 5.0/5.0 stars *— Elizabeth W.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12876184) --- #### 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) ### 3. [Vena](https://www.g2.com/products/vena/reviews) Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases. **Average Rating:** 4.5/5.0 **Total Reviews:** 469 **How Do G2 Users Rate Vena?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Vena?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** https://www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Mid-Market, 20% Enterprise #### What Are Vena's Pros and Cons? **Pros:** - Ease of Use (113 reviews) - Excel Integration (60 reviews) - Features (52 reviews) - User Interface (50 reviews) - Reporting (49 reviews) **Cons:** - Learning Difficulty (29 reviews) - Learning Curve (27 reviews) - Steep Learning Curve (25 reviews) - Difficult Learning (18 reviews) - Setup Difficulty (18 reviews) ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Vena, making planning and forecasting streamlined and efficient. - Users appreciate the **seamless Excel integration** of Vena, enabling efficient reporting and real-time data consolidation. - Users appreciate the **seamless integration with Microsoft Excel** , enhancing financial planning and data management efficiency. - Users value the **familiar Microsoft Excel interface** of Vena, enhancing their experience in accounts and finance tasks. - Users value the **easy-to-use reporting tools** in Vena, facilitating efficient report creation and integration with various systems. **Cons:** - Users find Vena to have a **steep learning curve** , making it challenging for new users to navigate effectively. - Users find the **learning curve challenging** , as initial setup can be complex and unintuitive for newcomers. - Users find a **steep learning curve** with Vena, making initial setup and customization challenging for new users. - Users find that there is a **difficult learning** curve with Vena, especially for new users and advanced settings. - Users find the **setup difficulty** of Vena challenging, often requiring additional support and extended implementation times. #### What Are Recent G2 Reviews of Vena? **"[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)"** **Rating:** 4.5/5.0 stars *— Akshit M.* [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 4. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations. **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **How Do G2 Users Rate IBM Planning Analytics?** - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Adjustments:** 9.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind IBM Planning Analytics?** - **Seller:** [IBM](https://www.g2.com/sellers/ibm) - **Company Website:** https://www.ibm.com - **Year Founded:** 1911 - **HQ Location:** Armonk, New York, United States - **Twitter:** @IBMSecurity (74,660 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (328,202 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 51% Enterprise, 36% Mid-Market #### What Are IBM Planning Analytics's Pros and Cons? **Pros:** - Efficiency (35 reviews) - Planning Efficiency (34 reviews) - Analytics (31 reviews) - Ease of Use (30 reviews) - Forecasting Accuracy (30 reviews) **Cons:** - Learning Curve (29 reviews) - Learning Difficulty (19 reviews) - User Difficulty (19 reviews) - Difficult Learning (16 reviews) - Complexity (15 reviews) ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of IBM Planning Analytics in financial planning and real-time decision-making with vast data processing. - Users value the **planning efficiency** of IBM Planning Analytics, benefiting from AI-driven insights and seamless scalability. - Users appreciate the **real-time data analysis** capabilities of IBM Planning Analytics, enhancing decision-making and efficiency. - Users appreciate the **user-friendly interface** of IBM Planning Analytics, making navigation and budgeting seamless and efficient. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, benefiting from real-time data analysis and efficient automation. **Cons:** - Users face a **steep initial learning curve** with IBM Planning Analytics, complicating setup and usage for non-technical users. - Users report a **steep learning curve** with IBM Planning Analytics, making it challenging for newcomers to navigate effectively. - Users struggle with the **steep learning curve** and unintuitive interface, making setup and navigation difficult. - Users face a **difficult learning curve** with IBM Planning Analytics, requiring extensive training and technical knowledge for effective use. - Users note the **complexity of setup and learning curve** in IBM Planning Analytics, which may hinder effective usage. #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) - [What is IBM planning analytics workspace?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-workspace) - [How do I use IBM Planning Analytics?](https://www.g2.com/discussions/how-do-i-use-ibm-planning-analytics) ### 5. [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **How Do G2 Users Rate LiveFlow?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **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, finding it intuitive and efficient for ongoing financial management. - Users value the **time-saving efficiency** of LiveFlow, simplifying report generation and data management effortlessly. - Users value the **time-saving features** of LiveFlow, enabling quicker financial reviews and efficient project management. - Users are impressed by the **reporting efficiency** of LiveFlow, significantly saving time and enhancing report quality. - Users find LiveFlow to enhance **efficiency** , significantly reducing time spent on financial reporting processes. **Cons:** - Users express a desire for **missing features** , particularly in reporting capabilities that hinder efficiency and usability. - Users find the **inefficient reporting** process cumbersome, especially for year-over-year comparisons, requiring extra time and effort. - Users desire more **customization options** in LiveFlow, wishing for easier report adjustments and dashboard modifications. - Users struggle with **refresh issues** in LiveFlow, making version history challenging to navigate over time. - Users feel that LiveFlow's pricing is **high** , especially when only a few core features are utilized. #### 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) ### 6. [Planful](https://www.g2.com/products/planful/reviews) Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform. **Average Rating:** 4.3/5.0 **Total Reviews:** 492 **How Do G2 Users Rate Planful?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Planful?** - **Seller:** [Planful](https://www.g2.com/sellers/planful) - **Company Website:** https://www.planful.com - **Year Founded:** 2000 - **HQ Location:** San Francisco, CA - **Twitter:** @Planful (7,546 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/planful-inc/ (558 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Hospital & Health Care - **Company Size:** 48% Mid-Market, 45% Enterprise #### What Are Planful's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Reporting (26 reviews) - Reporting Efficiency (20 reviews) - Automation (18 reviews) - Features (17 reviews) **Cons:** - Learning Curve (16 reviews) - Learning Difficulty (16 reviews) - Not Intuitive (12 reviews) - Missing Features (10 reviews) - Slow Performance (10 reviews) ### What Do G2 Reviewers Say About Planful? *AI-generated summary from verified user reviews* **Pros:** - Users find Planful's **ease of use** remarkable, especially with its intuitive setup and user-friendly features for planning. - Users value the **powerful reporting capabilities** of Planful, enhancing workflow and team productivity significantly. - Users value the **reporting efficiency** of Planful, enhancing workflow and delivering quick, accurate insights effortlessly. - Users value the **automation capabilities** of Planful, streamlining reporting and enhancing efficiency across financial processes. - Users value Planful for its **intuitive UI/UX** , seamless integrations, and powerful automation capabilities that enhance productivity. **Cons:** - Users find the **steep learning curve** for advanced functions in Planful challenging, particularly for beginners. - Users struggle with the **steep learning curve** for advanced functions, finding it challenging to understand core features initially. - Users find Planful's interface **not intuitive** , wishing for easier report edits and more customizable options. - Users find that Planful lacks **expanded formatting options** and limitations in dashboard visibility and archiving features. - Users find the **slow performance** of Planful frustrating, impacting their ability to efficiently manage complex tasks and reports. #### What Are Recent G2 Reviews of Planful? **"[Effortless Budgeting with Stellar Support](https://www.g2.com/survey_responses/planful-review-12981881)"** **Rating:** 4.5/5.0 stars *— Karthik S.* [Read full review](https://www.g2.com/survey_responses/planful-review-12981881) --- **"[Planful Streamlines Financial Planning with Automation, Centralized Data, and Reporting](https://www.g2.com/survey_responses/planful-review-12927148)"** **Rating:** 4.5/5.0 stars *— Luciana S.* [Read full review](https://www.g2.com/survey_responses/planful-review-12927148) --- #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### 7. [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights. **Average Rating:** 4.9/5.0 **Total Reviews:** 99 **How Do G2 Users Rate Aleph?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.3/10 (Category avg: 8.7/10) **Who Is the Company Behind Aleph?** - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** https://www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph (698 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getaleph/ (96 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 83% Mid-Market, 9% Small-Business #### What Are Aleph's Pros and Cons? **Pros:** - Ease of Use (21 reviews) - Ease of Implementation (19 reviews) - Customer Support (18 reviews) - Implementation Ease (18 reviews) - Excel Integration (15 reviews) **Cons:** - Missing Features (5 reviews) - Slow Performance (5 reviews) - Bugs (4 reviews) - Excel Integration Issues (4 reviews) - Refresh Issues (4 reviews) ### What Do G2 Reviewers Say About Aleph? *AI-generated summary from verified user reviews* **Pros:** - Users highlight Aleph's **ease of use** , appreciating its intuitive design and seamless integration with existing tools. - Users value the **ease of implementation** of Aleph, facilitating quick integration and maximizing efficiency with minimal effort. - Users commend Aleph's **excellent customer support** , highlighting the team's responsiveness and robust training resources. - Users value the **implementation ease** of Aleph, appreciating its intuitive setup and seamless integration with existing processes. - Users value the **Excel integration** of Aleph, praising its intuitive and user-friendly setup for streamlined data management. **Cons:** - Users note a **lack of comprehensive planning features** in Aleph, limiting its utility for some financial tasks. - Users experience **slow performance** with complex dashboards and long refresh times, indicating a need for optimization. - Users encounter **glitches and bugs** in Aleph, impacting usability and requiring frequent workarounds to function properly. - Users face **Excel integration issues** with slow performance and complex dashboards that hinder efficient data management. - Users report **long refresh times** that hinder data extraction, though improvements are expected as the product evolves. #### What Are Recent G2 Reviews of Aleph? **"[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)"** **Rating:** 5.0/5.0 stars *— Richard A.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12658189) --- **"[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)"** **Rating:** 5.0/5.0 stars *— Michele Z.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12673821) --- ### 8. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning. **Average Rating:** 4.6/5.0 **Total Reviews:** 149 **How Do G2 Users Rate OneStream - Unified EPM?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.4/10 (Category avg: 8.7/10) **Who Is the Company Behind OneStream - Unified EPM?** - **Seller:** [OneStream Software](https://www.g2.com/sellers/onestream-software) - **Company Website:** https://www.onestream.com/ - **HQ Location:** Birmingham, MI - **Twitter:** @OneStream_Soft (2,189 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1244326/ (1,658 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Manufacturing, Financial Services - **Company Size:** 63% Enterprise, 28% Mid-Market #### What Are OneStream - Unified EPM's Pros and Cons? **Pros:** - Ease of Use (22 reviews) - Data Management (15 reviews) - Flexibility (13 reviews) - Reporting (13 reviews) - Capabilities (11 reviews) **Cons:** - Learning Difficulty (11 reviews) - Steep Learning Curve (9 reviews) - Learning Curve (8 reviews) - Complexity (7 reviews) - Dashboard Limitations (6 reviews) ### What Do G2 Reviewers Say About OneStream - Unified EPM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of OneStream, enjoying a unified platform that streamlines finance processes. - Users value the **unified data management** in OneStream, ensuring seamless communication and consolidation of financial information. - Users value the **flexibility** of OneStream, allowing customization to meet evolving finance needs seamlessly. - Users value the **unified reporting capabilities** of OneStream, enhancing efficiency and collaboration across departments. - Users value the **integrated platform** of OneStream for combining consolidation, planning, and reporting in a single place. **Cons:** - Users face a steep **learning difficulty** with OneStream, recommending training due to its complex features and customization. - Users face a **steep learning curve** , finding the interface intimidating and needing extensive training for effective usage. - Users find the **learning curve steep** , recommending training due to an unintuitive interface and time-consuming customization. - Users find the **complexity** of OneStream challenging, particularly in dashboarding and writing Business Rules. - Users find the **dashboard limitations** hinder overall performance, making it difficult to create appealing visualizations. #### What Are Recent G2 Reviews of OneStream - Unified EPM? **"[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)"** **Rating:** 4.0/5.0 stars *— Damaris D.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) --- **"[OneStream Review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)"** **Rating:** 5.0/5.0 stars *— Tahir H.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) --- #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments - [What type of system is OneStream?](https://www.g2.com/discussions/what-type-of-system-is-onestream) - 2 comments ### 9. [Workiva](https://www.g2.com/products/workiva-workiva/reviews) Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,131 **How Do G2 Users Rate Workiva?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Workiva?** - **Seller:** [Workiva](https://www.g2.com/sellers/workiva) - **Company Website:** https://www.workiva.com - **Year Founded:** 2008 - **HQ Location:** Ames, Iowa - **Twitter:** @Workiva (5,277 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/732400/ (3,300 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Reporting Manager, Senior Accountant - **Top Industries:** Accounting, Financial Services - **Company Size:** 57% Enterprise, 28% Mid-Market #### What Are Workiva's Pros and Cons? **Pros:** - Ease of Use (364 reviews) - Collaboration (196 reviews) - Features (181 reviews) - Team Collaboration (178 reviews) - Reporting (151 reviews) **Cons:** - Missing Features (113 reviews) - Learning Curve (85 reviews) - Learning Difficulty (81 reviews) - Limited Functionality (80 reviews) - Limitations (70 reviews) ### What Do G2 Reviewers Say About Workiva? *AI-generated summary from verified user reviews* **Pros:** - Users commend Workiva for its **user-friendly interface** , making daily auditing tasks easy and efficient to manage. - Users appreciate the **real-time collaboration** features of Workiva, enhancing teamwork and ensuring a single source of truth. - Users appreciate the **intuitive UI and strong integration** in Workiva, enhancing documentation and collaboration efficiency. - Users value the **real-time collaboration** features in Workiva, enhancing efficiency and streamlining team communication on reports. - Users value the **ease of integrated reporting** , facilitating efficient compliance and insightful decision-making with great user experience. **Cons:** - Users note **missing features** in Workiva, like manual approvals and limited integration options, hindering overall efficiency. - Users find the **learning curve steep** , requiring significant time and experience for effective use, especially for the less tech-savvy. - Users find the **learning difficulty** challenging, especially for those less tech-savvy needing extra time to adapt. - Users note **limited functionality** in Workiva compared to Excel, wishing for more advanced features and maturity in workflows. - Users find Workiva's **workflow management capabilities lacking** compared to traditional tools like Excel and Word. #### What Are Recent G2 Reviews of Workiva? **"[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)"** **Rating:** 4.5/5.0 stars *— Michelle L.* [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) --- **"[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)"** **Rating:** 4.0/5.0 stars *— Chad B.* [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) --- ### 10. [Martus](https://www.g2.com/products/martus/reviews) Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks. **Average Rating:** 4.7/5.0 **Total Reviews:** 73 **How Do G2 Users Rate Martus?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Martus?** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2007 - **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:** 42% Mid-Market, 30% 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 enjoy the **ease of use** with Martus, benefiting from seamless integration and user-friendly support. - Users praise the **excellent customer support** of Martus, making implementation and financial analysis user-friendly and efficient. - Users appreciate the **seamless integration** of Martus with accounting systems, enhancing financial transparency and streamlining budgeting processes. - Users appreciate the **straightforward budgeting management** of Martus, significantly reducing time spent on budget preparation and reporting. - Users find Martus enhances **budgeting efficiency** , significantly reducing time spent on budget preparation and improving accessibility for managers. **Cons:** - Users find the **learning curve challenging** , requiring time to navigate and customize data effectively. - Users find the **steep learning curve** challenging, particularly in pulling data and navigating reports effectively. - Users find Martus's interface **complex and confusing** , particularly with its outdated design and numerous filters. - Users experience **confusion** due to non-intuitive features and the lack of automatic tab opening for worksheets. - Users face **learning difficulties** with Martus, requiring time to adapt and comprehend its data reporting features. #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting that eliminates the manual worksheet!](https://www.g2.com/survey_responses/martus-review-13059172)"** **Rating:** 5.0/5.0 stars *— Carmela C.* [Read full review](https://www.g2.com/survey_responses/martus-review-13059172) --- **"[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) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 11. [Velixo](https://www.g2.com/products/velixo/reviews) Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations. **Average Rating:** 4.7/5.0 **Total Reviews:** 252 **How Do G2 Users Rate Velixo?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 7.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.8/10 (Category avg: 8.7/10) **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 find Velixo's **ease of use** exceptional, thanks to its native Excel format and seamless integration with live data. - Users appreciate the **seamless Excel integration** of Velixo, enabling efficient access to real-time ERP data for reporting. - Users value the **reporting efficiency** of Velixo, enabling swift access to real-time data and streamlined analysis. - Users praise Velixo's **seamless Excel integration** , enabling real-time data access and efficient reporting without manual exports. - Users value Velixo for its **time-saving capabilities** , enabling fast report creation and instant data updates. **Cons:** - Users face **Excel integration issues** with Velixo, leading to complications and limitations in functionality and ease of use. - Users note a **steep learning curve** , especially for those unfamiliar with Excel or the connected ERP system. - Users find that Velixo's **formula issues** can complicate reporting, requiring extra effort for complex requirements. - Users often experience **refresh issues** that lead to delays and may disrupt data management in Velixo. - Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting Excel 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 ### 12. [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly. **Average Rating:** 4.6/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Intuit Enterprise Suite?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) **Who Is the Company Behind Intuit Enterprise Suite?** - **Seller:** [Intuit](https://www.g2.com/sellers/intuit) - **Company Website:** https://www.intuit.com/ - **Year Founded:** 1983 - **HQ Location:** Mountain View, California - **Twitter:** @Intuit (80,559 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1666/ (18,185 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction - **Company Size:** 65% Small-Business, 31% Mid-Market #### What Are Intuit Enterprise Suite's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Efficiency (6 reviews) - Easy Access (4 reviews) - Easy Management (3 reviews) - Feature Rich (3 reviews) **Cons:** - Slow Loading (2 reviews) - Complex Features (1 reviews) - Complex Usability (1 reviews) - Confusion (1 reviews) - Data Management (1 reviews) ### What Do G2 Reviewers Say About Intuit Enterprise Suite? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive and user-friendly interface** of Intuit Enterprise Suite, streamlining their financial management tasks. - Users value the **efficiency** of Intuit Enterprise Suite, finding it simplifies financial management and saves significant time. - Users value the **easy access** of Intuit Enterprise Suite, enhancing efficiency and simplifying financial management across multiple entities. - Users greatly appreciate the **easy management** provided by Intuit Enterprise Suite, significantly enhancing workflow efficiency and organization. - Users value the **feature-rich capabilities** of Intuit Enterprise Suite, enhancing efficiency and simplifying financial management. **Cons:** - Users often experience **slow loading times** for reports, affecting their efficiency and overall experience with the software. - Users find the **complex features** overwhelming for simple tasks, and report slow loading times for some reports. - Users find the **complex usability** of Intuit Enterprise Suite overwhelming, especially for simple tasks and report loading times. - Users find the **overwhelming features** of Intuit Enterprise Suite can complicate simple tasks and cause delays. - Users report challenges with **merging files** in Intuit Enterprise Suite, leading to delays and complications in data management. #### What Are Recent G2 Reviews of Intuit Enterprise Suite? **"[Easy to Use, with Helpful Hidden Extras](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033)"** **Rating:** 4.0/5.0 stars *— Diana D.* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033) --- **"[Intuitive Cloud ERP — Easy Multi-Entity Management, Project Tools, Integrations & Fast Support](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-13051458) --- ### 13. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. **Average Rating:** 4.3/5.0 **Total Reviews:** 332 **How Do G2 Users Rate Workday Adaptive Planning?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Adjustments:** 7.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Workday Adaptive Planning?** - **Seller:** [Workday](https://www.g2.com/sellers/workday) - **Company Website:** https://www.workday.com - **Year Founded:** 2005 - **HQ Location:** Pleasanton, CA - **Twitter:** @Workday (52,273 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (24,145 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Analyst, Senior Financial Analyst - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 57% Mid-Market, 33% Enterprise #### What Are Workday Adaptive Planning's Pros and Cons? **Pros:** - Ease of Use (13 reviews) - Efficiency (9 reviews) - Features (7 reviews) - Budget Management (6 reviews) - Capabilities (6 reviews) **Cons:** - Learning Difficulty (5 reviews) - Steep Learning Curve (5 reviews) - Complexity (4 reviews) - Complex Setup (4 reviews) - Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Workday Adaptive Planning, enhancing efficiency in daily management and resource utilization. - Users value the **efficiency** of Workday Adaptive Planning in unifying financial and workforce processes, enhancing collaboration and decision-making. - Users appreciate the **flexibility and user-friendly interface** of Workday Adaptive Planning, enhancing financial planning efficiency and collaboration. - Users value the **collaborative budgeting environment** of Workday Adaptive Planning, enhancing transparency and storytelling in finance. - Users value the **structure, flexibility, and transparency** of Workday Adaptive Planning for efficient financial forecasting and collaboration. **Cons:** - Users struggle with the **complex integration layer** in Workday Adaptive Planning, complicating data input and usability. - Users face a **steep learning curve** with Workday Adaptive Planning, making initial navigation and modeling quite challenging. - Users find the **complexity of Workday Adaptive Planning** challenging, particularly in navigation, training, and report customization. - Users face a **complex setup** with Workday Adaptive Planning, requiring time and expertise for initial configurations and changes. - Users face a **steep learning curve** with Workday Adaptive Planning, requiring extensive training to navigate its complexities effectively. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Flexible and Intuitive Budgeting Tool for Mid to Large Organizations](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047)"** **Rating:** 4.0/5.0 stars *— Dhairay A.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-13000047) --- **"[Streamlines Budgeting and Forecasting with Real-Time Collaboration](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611)"** **Rating:** 4.0/5.0 stars *— Ram K.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12998611) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote ### 14. [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:** 95 **How Do G2 Users Rate Fathom?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.4/10 (Category avg: 8.7/10) **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/ (72 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 54% Small-Business, 35% 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 Fathom's **powerful features** that enhance reporting clarity and operational customization for financial analysis. - Users find Fathom to be **intuitive and user-friendly** , enhancing their financial planning and reporting experience significantly. - Users appreciate the **versatile reporting options** in Fathom, enhancing clarity and aiding strategic financial tracking. - Users commend the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the product. - Users value the **efficient reporting capabilities** of Fathom, appreciating its visual appeal and flexibility in data presentation. **Cons:** - Users find **missing features** in Fathom, specifically lacking budget upload ease and limited graphic representation options. - Users find **upload issues** with Fathom frustrating, especially when trying to manage budget data through Excel. - Users find **customization difficult** in Fathom, wishing for more flexibility in reporting and data uploads. - Users face **import issues** with Fathom, finding data uploads cumbersome and error-prone, affecting budget management. - Users feel that **improvements are needed** in structuring multi-company tracking and enhancing report customization and graphics. #### What Are Recent G2 Reviews of Fathom? **"[Powerful Assumptions and Sub-Department KPI Tracking Made Easy](https://www.g2.com/survey_responses/fathom-review-12847237)"** **Rating:** 4.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12847237) --- **"[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) --- ### 15. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic. **Average Rating:** 4.6/5.0 **Total Reviews:** 106 **How Do G2 Users Rate Pigment?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Pigment?** - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** https://www.pigment.com/ - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/pigment/ (711 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 74% Mid-Market, 19% Enterprise #### What Are Pigment's Pros and Cons? **Pros:** - Flexibility (9 reviews) - Features (8 reviews) - Customer Support (7 reviews) - Ease of Use (7 reviews) - Automation (6 reviews) **Cons:** - Data Inaccuracy (3 reviews) - Complexity (2 reviews) - Complex Setup (2 reviews) - Connectivity Issues (2 reviews) - Formula Limitations (2 reviews) ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Pigment, allowing easy adjustments to models as business needs evolve. - Users love the **flexibility and multidimensionality** of Pigment, appreciating real-time updates and excellent support from the team. - Users highlight the **quick and effective customer support** from Pigment, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of Pigment, thanks to its intuitive interface and efficient learning resources. - Users value the **robust automation** capabilities of Pigment, enabling seamless data integration and efficient forecasting. **Cons:** - Users face challenges with **data inaccuracy** due to incomplete data fields and evolving features affecting reporting quality. - Users find the **formulas and calculations complex** , complicating their workflow and slowing down forecasts. - Users find the **complex setup** of Pigment challenging, especially regarding formulas and API management. - Users face **connectivity issues** that hinder performance, particularly with large data volumes and complex calculations. - Users find the **formulas tricky** , complicating calculations and delays in forecasting performance. #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 16. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Drivetrain?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.7/10) **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 praise the **ease of use** of Drivetrain, finding it intuitive and seamless for daily data management. - Users commend the **reporting efficiency** of Drivetrain, enabling quick report creation and centralized access to key metrics. - Users highlight the **efficient report creation** in Drivetrain, enabling quick insights and streamlined financial planning. - Users value the **exceptional customer support** from Drivetrain, which greatly aids in navigating the software's learning curves. - Users value the **easy integrations** of Drivetrain, significantly enhancing their reporting and decision-making capabilities. **Cons:** - Users experience a **steep learning curve** with Drivetrain due to its different modeling logic compared to traditional spreadsheets. - Users note a **lack of self-service features** and analytics in Drivetrain, hindering efficiency and ease of use. - Users find the **learning difficulty** with Drivetrain challenging due to its unique logic compared to traditional spreadsheets. - Users face a **steep learning curve** with Drivetrain, which complicates model building compared to traditional spreadsheets. - Users face a notable **difficult learning curve** with Drivetrain, requiring time and support to fully adapt. #### 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) --- ### 17. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix Software is a software designed to unify budgeting, forecasting, reporting, and financial close and consolidation for finance teams managing complex financial processes at scale. The software provides automated data preparation, anomaly detection, and actionable AI-driven insights by leveraging the Prophix One cloud-based Financial Performance Platform with built-in workflows and configurable templates. It automates data handling across financial planning cycles and reduces the technical expertise required for adoption through a finance-professional-focused user interface. Prophix Software addresses the challenge of fragmented financial management by consolidating all core finance functions into a single secure SaaS solution with enterprise-grade security and controls. The software supports more than 3,000 customers across over 100 countries, with use cases spanning budgeting, forecasting, financial close, consolidation, and performance reporting. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 9.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.1/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (573 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Reporting (17 reviews) - Financial Management (15 reviews) - Time-saving (13 reviews) - Automation (12 reviews) **Cons:** - Steep Learning Curve (8 reviews) - Learning Curve (7 reviews) - Learning Difficulty (7 reviews) - Slow Performance (7 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Prophix Software, appreciating its user-friendly interface and self-service reporting capabilities. - Users commend the **reporting capabilities** of Prophix Software, enhancing efficiency and enabling easy configuration and distribution. - Users value the **efficiency in financial statement planning** provided by Prophix, enhancing reporting and onboarding processes. - Users find Prophix Software to be **time-saving** , streamlining report building and reducing closing times effectively. - Users appreciate the **automation capabilities** of Prophix, enhancing data consolidation and reporting efficiency across the board. **Cons:** - Users face a **steep learning curve** with Prophix Software, requiring significant time and training for effective usage. - Users note a **steep learning curve** with Prophix, requiring significant time for effective mastery and onboarding. - Users find the **steep learning curve** in Prophix Software requires extensive time and training for effective use. - Users experience **slow performance** with Prophix, requiring workarounds to improve loading times for reports and forecasts. - Users find the **limited functionality** of Prophix Software challenging, expressing a desire for more advanced features and customization. #### What Are Recent G2 Reviews of Prophix Software? **"[Automated Workflows and Clear, Timely Reporting Insights](https://www.g2.com/survey_responses/prophix-software-review-12835971)"** **Rating:** 4.5/5.0 stars *— Graham L.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12835971) --- **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 18. [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?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **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 (5 reviews) - Ease of Use (5 reviews) - Easy Setup (4 reviews) - Efficiency (4 reviews) **Cons:** - Software Bugs (2 reviews) - Steep Learning Curve (2 reviews) - Download Issues (1 reviews) - Learning Curve (1 reviews) - Limited Visualization (1 reviews) ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users value the **effective forecasting capabilities** of Parallel, enabling better planning and informed decision-making for their businesses. - Users praise the **excellent customer support** from Parallel, highlighting their dedication and responsiveness to user needs. - Users appreciate the **ease of use** of Parallel, enabling quick setups and efficient financial modeling for better decision-making. - Users find the **easy setup** of Parallel incredibly efficient, allowing for rapid implementation and decision-making. - Users value the **efficiency in decision-making** that Parallel offers, significantly enhancing their business scaling process. **Cons:** - Users report experiencing **occasional software bugs** with Parallel, though improvements have been noted over time. - Users experience a **steep learning curve** with Parallel, especially without a strong finance background, though support helps. - Users face **download issues** but appreciate that the team quickly addresses feedback for improvements. - Users experience a **learning curve** with Parallel, especially those lacking a strong finance background, but support helps. - Users mention the **limited visualization** in Parallel, making it challenging to grasp financial concepts initially. #### 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) --- ### 19. [Acterys](https://www.g2.com/products/acterys/reviews) Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way. **Average Rating:** 4.8/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Acterys?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.5/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.7/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Acterys?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 66% Small-Business, 29% Mid-Market #### What Are Acterys's Pros and Cons? **Pros:** - Automation (3 reviews) - Connectivity (2 reviews) - Easy Integrations (2 reviews) - Features (2 reviews) - Integrations (2 reviews) ### What Do G2 Reviewers Say About Acterys? *AI-generated summary from verified user reviews* **Pros:** - Users value the **automation capabilities** of Acterys, enhancing efficiency in planning and data management without complications. - Users value the **seamless connectivity** of Acterys, enabling efficient integration with various data sources and Power BI. - Users value the **easy integrations** of Acterys, enhancing collaboration between finance and data teams effortlessly. - Users praise Acterys for its **intuitive data integration** and seamless Power BI compatibility, enhancing efficiency for finance and data teams. - Users value the **s seamless data integration** capabilities of Acterys, enhancing efficiency for finance and data teams. #### What Are Recent G2 Reviews of Acterys? **"[Acterys - An innovative solution](https://www.g2.com/survey_responses/acterys-review-11449495)"** **Rating:** 5.0/5.0 stars *— Luis C.* [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) --- **"[Initially bought it for FP&A and now use it for so much more](https://www.g2.com/survey_responses/acterys-review-9657795)"** **Rating:** 5.0/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) --- #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### 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?** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Adjustments:** 9.5/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **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/ (14 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 praise Budgyt for its **ease of use** , facilitating seamless data uploads and efficient access to information. - Users commend Budgyt for its **effective budgeting management** , enhancing visibility and collaboration across departments. - Users appreciate the **responsive and helpful customer support** from Budgyt, ensuring assistance whenever needed. - Users appreciate the **ease of budgeting** with Budgyt, enhancing visibility and streamlining their financial processes effectively. - Users value the **budgeting efficiency** of Budgyt, simplifying processes and enhancing visibility across multiple locations. **Cons:** - Users encounter **integration issues** with Budgyt, limiting automation and functionality across multiple companies and platforms. - Users find Budgyt to be **expensive** , especially with high initial setup costs that may not justify the value. - Users find the **inefficient reporting** in Budgyt lacking visual appeal, especially for non-financial audiences. - Users face a **learning difficulty** with Budgyt due to its complexities and the need for prior accounting knowledge. - Users note the **integration limitations** of Budgyt, particularly its inability to automate multiple company transactions simultaneously. #### 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. [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is a software designed to enhance business performance through AI-native financial planning and analysis for mid-market finance teams. The software provides instant access to operational and financial KPIs, automated management reporting, revenue forecasting, headcount planning, OPEX budgeting, and multi-scenario analysis by leveraging a platform with integrations across 700+ ERP, CRM, HRIS, and data warehouse systems. It automates data syncing, cleaning, and structuring and reduces the manual data handling that slows finance team productivity. Abacum addresses the need for both intuitive workflows and enterprise-grade flexibility by enabling collaborative planning, real-time performance analysis, and insight sharing in a single environment. The software supports fast-growing companies and industry leaders including Strava, Dish Networks, BetterUp, and Kajabi, with outcomes of planning and reporting up to 75% faster. **Average Rating:** 4.7/5.0 **Total Reviews:** 149 **How Do G2 Users Rate Abacum?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Abacum?** - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** https://www.abacum.ai/ - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** https://www.linkedin.com/company/abacum-io/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 6% Small-Business #### What Are Abacum's Pros and Cons? **Pros:** - Ease of Use (18 reviews) - Customer Support (17 reviews) - Time-saving (14 reviews) - Efficiency (13 reviews) - Features (13 reviews) **Cons:** - Learning Difficulty (9 reviews) - Complex Setup (8 reviews) - Learning Curve (8 reviews) - Steep Learning Curve (8 reviews) - Difficult Setup (6 reviews) ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Abacum, enhancing reporting flexibility and supporting efficient team collaboration. - Users value the **incredible support** from Abacum, highlighting quick ticket responses and helpful onboarding assistance. - Users value the **time-saving features** of Abacum, enabling quick, efficient financial planning and decision-making. - Users benefit from **enhanced efficiency** with Abacum, significantly reducing manual reporting time and improving analysis flexibility. - Users appreciate Abacum for its **fast, collaborative financial planning** with real-time insights and seamless integrations. **Cons:** - Users find the **learning difficulty** with Abacum significant, particularly during setup and data migration phases. - Users describe a **complex setup** process that can be daunting but is alleviated by helpful implementation teams. - Users find the **learning curve steep** during setup and data migration, though support teams provide assistance. - Users find the **steep learning curve** challenging during setup and data migration, despite helpful implementation teams. - Users find the **difficult setup** process time-consuming and complex, necessitating multiple sub-calculations and focus for proper usage. #### What Are Recent G2 Reviews of Abacum? **"[Powerful FP&A tool, and surprisingly easy to use](https://www.g2.com/survey_responses/abacum-review-12632724)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/abacum-review-12632724) --- **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ### 22. [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:** 84 **How Do G2 Users Rate Joiin?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.5/10 (Category avg: 8.8/10) **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, 36% 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 **extremely easy to use** , simplifying complex financial reporting tasks effortlessly. - Users value the **efficient and visually appealing reporting** capabilities of Joiin for multiple currencies and entities. - Users value the **reporting efficiency** of Joiin, noting its speed and simplicity compared to Excel reporting. - Users commend the **responsive customer support** of Joiin, which understands and incorporates feedback effectively. - Users value the **easy report creation** feature, significantly saving time and simplifying the consolidation process. **Cons:** - Users find the **reporting functionality inefficient** and often resort to exporting data for better formatting. - Users find the **reporting issues** in Joiin lacking, often needing to export data for proper formatting. - Users find the **limited reporting capabilities** of Joiin frustrating, often needing to export data for better management. - Users are disappointed by the **missing features** in Joiin, such as insufficient report formatting and sorting options. - Users have noted **formatting issues** in reports and exports, requiring additional cleanup before sharing. #### 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 ### 23. [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?** - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Adjustments:** 9.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.6/10 (Category avg: 8.7/10) **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 praise the **fantastic customer support** from Clockwork.ai, making implementation and ongoing use remarkably smooth. - Users commend Clockwork.ai for its **ease of implementation** , highlighting a smooth and stress-free onboarding experience. - Users rave about the **powerful integration and ease of use** of Clockwork.ai, making financial modeling effortless. - Users value the **customizability** of Clockwork.ai, praising its flexibility and ease in adapting to unique business needs. - Users love the **easy customization** of Clockwork.ai, enabling tailored solutions for diverse business needs quickly and efficiently. **Cons:** - Users note that **performance issues** arise with loading and updating, though they find the delays generally acceptable. - Users find that Clockwork.ai can be **slow to load** at times, impacting their overall experience. - Users find that the **slow performance** of Clockwork.ai can hinder their overall experience and efficiency. - Users note that **update issues** can lead to slight delays, though they find it mostly acceptable for data processing. #### 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) --- ### 24. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **How Do G2 Users Rate Spreadsheet Server by insightsoftware?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 7.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Spreadsheet Server by insightsoftware?** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (801 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Accounting - **Company Size:** 105% Mid-Market, 28% Enterprise #### What Are Spreadsheet Server by insightsoftware's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Financial Reporting (3 reviews) - Report Creation (3 reviews) - Reporting Quality (3 reviews) - Customer Support (2 reviews) **Cons:** - Slow Performance (2 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Performance Issues (1 reviews) - Project Delays (1 reviews) ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Spreadsheet Server, enhancing efficiency in report generation and automation. - Users love the **report generation feature** of Spreadsheet Server, enabling quick, accurate financial reporting and automation. - Users appreciate the **efficient report creation** feature of Spreadsheet Server, enabling quick, automated reporting from Excel. - Users value the **high-quality reporting** of Spreadsheet Server, enabling quick, accurate data-driven decisions for financial analysis. - Users highly value the **exceptional customer support** of Spreadsheet Server, experiencing quick responses and knowledgeable assistance. **Cons:** - Users experience **slow performance** when opening Excel files, hindering quick access to their latest spreadsheet data. - Users face **integration issues** with legacy or non-standard ERPs, requiring custom SQL that may reduce functionality. - Users find **limited customization** for legacy databases in Spreadsheet Server, affecting performance and functionality. - Users report **performance issues** with Spreadsheet Server, noting delays that require adaptation to the cloud-based service. - Users report experiencing **delays** after transitioning to the cloud-based Spreadsheet Server, but some have adapted over time. #### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware? **"[Easy-to-Automate Queries for Thorough, Department-Wide Reporting](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)"** **Rating:** 4.0/5.0 stars *— Brandon H.* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202) --- **"[Versatile](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)"** **Rating:** 4.0/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292) --- ### 25. [Productive](https://www.g2.com/products/productive/reviews) Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. **Average Rating:** 4.6/5.0 **Total Reviews:** 73 **How Do G2 Users Rate Productive?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Productive?** - **Seller:** [Productive](https://www.g2.com/sellers/productive) - **Year Founded:** 2014 - **HQ Location:** Claymont, US - **LinkedIn® Page:** https://www.linkedin.com/company/productive-io/ (161 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising, Computer Software - **Company Size:** 80% Small-Business, 17% Mid-Market #### What Are Productive's Pros and Cons? **Pros:** - Ease of Use (10 reviews) - Customizability (8 reviews) - Team Collaboration (7 reviews) - User Interface (7 reviews) - Customer Support (6 reviews) **Cons:** - Lack of Integrations (3 reviews) - Missing Features (3 reviews) - Organization Difficulties (3 reviews) - Challenging Reporting (2 reviews) - Complex Usability (2 reviews) ### What Do G2 Reviewers Say About Productive? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Productive, appreciating its intuitive interface and helpful integrations. - Users value the **high customizability** of Productive, enabling personalized setups that enhance team productivity and individual preferences. - Users value the **effective team collaboration** in Productive, enhancing project management and communication across the organization. - Users love the **intuitive and user-friendly interface** of Productive, enhancing onboarding and overall project management experience. - Users appreciate the **responsive and personal customer support** from Productive, enhancing their overall experience with the tool. **Cons:** - Users find the **lack of integrations** in Productive frustrating, impacting workflow and overall efficiency. - Users find **missing features** like flexible reporting and mobile functionality limiting their experience with Productive. - Users face **organization difficulties** due to overwhelming layout and limited integration across modules, complicating navigation and workflows. - Users find the **challenging reporting** aspect of Productive limits flexibility and ease of use, especially on mobile devices. - Users find **complex usability** due to overwhelming layouts and limited reporting tools, especially for new users. #### What Are Recent G2 Reviews of Productive? **"[We have used Productive for almost 10 years. It was good when we started and keeps getting better!](https://www.g2.com/survey_responses/productive-review-9235077)"** **Rating:** 5.0/5.0 stars *— Torin S.* [Read full review](https://www.g2.com/survey_responses/productive-review-9235077) --- **"[Intuitive Dashboards and Powerful AI Reporting That Transformed Our Workflow](https://www.g2.com/survey_responses/productive-review-13031933)"** **Rating:** 5.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/productive-review-13031933) --- #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) - [What does productivity software include?](https://www.g2.com/discussions/what-does-productivity-software-include) ## What Is Budgeting and Forecasting Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Budgeting and Forecasting Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026