# Best Budgeting and Forecasting Software - Page 2 *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 (353 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 (98 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 (71 reviews) | Collaborative department budgeting with Sage Intacct integration | "[Affordable, Feature-Rich Budgeting for Multi-Campus Ministries](https://www.g2.com/survey_responses/martus-review-12973608)" | ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 232 ### Category Stats (Jun 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: LivePlan (+0.51%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month *Last updated: June 18, 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** ### Aleph Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&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=1401682&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=22f33dd8880038bda1b7eeba31e9e1c5ab181354d11251a433ad4ef526585f17&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dbudgeting%2Band%2Bforecasting&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [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:** 72 **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 find Productive's **ease of use** and customization options enhance their daily workflow and productivity. - Users value the **extensive customizability** of Productive, allowing personal preferences and team collaboration. - Users value the **seamless team collaboration** in Productive, enhancing project management and overall workflow integration. - Users love the **intuitive and user-friendly interface** of Productive, making onboarding and project management effortless. - Users value the **responsive and helpful customer support** from Productive, enhancing their overall experience significantly. **Cons:** - Users find the **lack of integrations** limits functionality, complicating workflows and requiring maintenance of separate systems. - Users desire more **flexibility in reporting** and find the mobile app limited compared to the web version. - Users face **organization difficulties** due to overwhelming layout, limited reporting tools, and disjointed module integrations. - Users find the **reporting to be challenging** , lacking flexibility and detailed options in the mobile app. - Users find **complex usability** issues with Productive, particularly in configuring reports and navigating the layout. #### What Are Recent G2 Reviews of Productive? **"[Smooth, Easy-to-Learn Budgeting and Resourcing for Clear Project Tracking](https://www.g2.com/survey_responses/productive-review-12612766)"** **Rating:** 4.5/5.0 stars *— Oliver W.* [Read full review](https://www.g2.com/survey_responses/productive-review-12612766) --- **"[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) ### 2. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **automation capabilities** of Causal, noting its simplicity and quick integration for effective planning. - Users value the **ease of use and flexibility** in Causal for effective budgeting and planning processes. - Users appreciate the **collaboration features** of Causal, enabling effective sharing and flexibility in budgeting and planning. - Users appreciate the **robust data analysis** of Causal, valuing its seamless integration of actual and forecasted values. - Users appreciate the **ease of implementation** of Causal, enabling quick integration and efficient results during budgeting. **Cons:** - Users find the **difficult learning curve** of Causal challenging, often requiring external help to navigate effectively. - Users find the **insufficient training** on Causal challenging, often needing external help to navigate effectively. - Users feel there's potential for more, but currently experience **integration issues** affecting overall usability. - Users find the **learning curve challenging** , necessitating external help to fully grasp Causal's functionality. - Users find the initial setup of Causal to be **challenging** , often requiring external assistance for better understanding. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 3. [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks. **Average Rating:** 4.8/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Reach Reporting?** - **Has the product been a good partner in doing business?:** 9.3/10 (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 Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 72% Small-Business, 23% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (12 reviews) - Reporting (12 reviews) - Reporting Efficiency (10 reviews) - Time-saving (9 reviews) - Customer Support (8 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Reach Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users find Reach Reporting to have an **intuitive and easy-to-use interface** that simplifies financial reporting and enhances decision-making. - Users love the **efficiency and clarity** of Reach Reporting, making financial presentation and decision-making effortless. - Users value the **reporting efficiency** of Reach Reporting, enabling quick and easy generation of insightful monthly reports. - Users find that Reach Reporting offers significant **time-saving features** by automating and simplifying financial reporting processes. - Users praise the **responsive customer support** of Reach Reporting, making it easy to resolve issues promptly. **Cons:** - Users note **missing features** like better chart organization and enhanced budget building capabilities in Reach Reporting. - Users find Reach Reporting's interface somewhat **complex and unintuitive** , especially in terms of organization and budget functionalities. - Users experience **connectivity issues** with Reach Reporting, facing delays and limitations in syncing across multiple systems. - Users find the **dashboard limitations** cumbersome, preferring more organization and advanced forecasting features for better usability. - Users struggle with **implementation issues** , as merging financial data and using budget builder can be inefficient and clunky. #### What Are Recent G2 Reviews of Reach Reporting? **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- ### 4. [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. **Average Rating:** 4.3/5.0 **Total Reviews:** 71 **How Do G2 Users Rate CCH Tagetik?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind CCH Tagetik?** - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Company Website:** https://www.wolterskluwer.com/en - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters_Kluwer (17,786 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Banking, Insurance - **Company Size:** 56% Enterprise, 28% Mid-Market #### What Are CCH Tagetik's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Efficiency (6 reviews) - Features (6 reviews) - Reporting (5 reviews) - Data Management (4 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (4 reviews) - Complexity (3 reviews) - Complex Usability (3 reviews) - Complex Setup (2 reviews) ### What Do G2 Reviewers Say About CCH Tagetik? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of CCH Tagetik, finding it quick to set up and navigate efficiently. - Users appreciate the **efficiency** of CCH Tagetik, enjoying streamlined workflows and enhanced capabilities for financial management. - Users commend CCH Tagetik for its **user-friendly features** that enhance efficiency and ease financial management tasks. - Users value the **powerful reporting features** of CCH Tagetik, facilitating quick implementation and seamless data integration. - Users appreciate the **robust data management capabilities** of CCH Tagetik, enhancing efficiency and accuracy in financial processes. **Cons:** - Users find the **learning curve steep** with CCH Tagetik, requiring significant effort and training for effective use. - Users find CCH Tagetik has a **learning difficulty** , requiring significant effort and training for effective use. - Users find the **setup process complex** , requiring significant effort and training for effective implementation of CCH Tagetik. - Users find the **complex usability** of CCH Tagetik challenging, requiring significant effort and training for effective implementation. - Users find the **complex setup** of CCH Tagetik to be time-consuming and challenging, necessitating extensive training. #### What Are Recent G2 Reviews of CCH Tagetik? **"[Streamlined Financial Planning with Robust Features, Steep Learning Curve](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)"** **Rating:** 4.5/5.0 stars *— Charles M.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652) --- **"[CCH Tagetik – Personal Feedback](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)"** **Rating:** 5.0/5.0 stars *— Dawid N.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012) --- #### What Are G2 Users Discussing About CCH Tagetik? - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) ### 5. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 191 **How Do G2 Users Rate Jirav?** - **Has the product been a good partner in doing business?:** 9.7/10 (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:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Jirav, enhancing efficiency with its intuitive design and seamless integration. - Users praise Jirav's **excellent customer support** , highlighting quick responses and effective assistance from the dedicated account manager. - Users admire Jirav's **robust visual dashboards** that simplify financial data presentation and enhance client understanding. - Users find Jirav's **easy setup** and onboarding process greatly enhances their experience and efficiency in reporting. - Users value Jirav's **robust financial management capabilities** , enabling effective forecasting and real-time KPI tracking for better decision-making. **Cons:** - Users note a **steep learning curve** with Jirav, particularly for those transitioning from traditional spreadsheet models. - Users face a **learning curve** initially, but support and experience lead to long-term benefits and confidence. - Users face a **learning difficulty** transitioning from Excel, but good support helps mitigate this challenge. - Users find **limited reporting capabilities** frustrating, affecting the ability to generate comprehensive data insights effectively. - Users desire **missing features** like multi-entity support and improved assumptions for better usability in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 6. [Solver](https://www.g2.com/products/solver/reviews) Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 246 **How Do G2 Users Rate Solver?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Solver?** - **Seller:** [Solver](https://www.g2.com/sellers/solver) - **Company Website:** https://www.solverglobal.com/ - **Year Founded:** 1996 - **HQ Location:** Calabasas, CA. - **Twitter:** @SolverGlobal (552 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38094/ (194 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Senior Financial Analyst - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 67% Mid-Market, 18% Small-Business #### What Are Solver's Pros and Cons? **Pros:** - Reporting Efficiency (15 reviews) - Ease of Use (13 reviews) - Excel Integration (12 reviews) - Report Creation (12 reviews) - Reporting Quality (12 reviews) **Cons:** - Learning Difficulty (8 reviews) - Confusion (5 reviews) - Data Management (5 reviews) - Learning Curve (5 reviews) - Difficult Setup (4 reviews) ### What Do G2 Reviewers Say About Solver? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reporting efficiency** of Solver, simplifying data integration and significantly reducing time spent on report generation. - Users appreciate the **ease of use** of Solver, enabling straightforward reporting and quick access to essential information. - Users value the **seamless Excel integration** of Solver, enhancing reporting flexibility and ease of customization. - Users value the **ease of report creation** in Solver, significantly enhancing their budgeting and financial reporting processes. - Users value the **streamlined reporting quality** of Solver, enabling quick access to essential information and collaboration. **Cons:** - Users face a **significant learning curve** with Solver, though helpful resources and support are available to assist. - Users experience occasional **confusion with new features and error messages** , making it challenging to resolve issues efficiently. - Users experience **data management limitations** that lead to inefficiencies and challenges in reporting and uploads. - Users face a **significant learning curve** with Solver, though resources like videos help ease the process. - Users face a **difficult setup** for Solver, especially with payroll budgets and adjustments, complicating initial experiences. #### What Are Recent G2 Reviews of Solver? **"[Revolutionized Our Financial Reporting with Ease](https://www.g2.com/survey_responses/solver-review-10010390)"** **Rating:** 5.0/5.0 stars *— Titi S.* [Read full review](https://www.g2.com/survey_responses/solver-review-10010390) --- **"[Effortless Reports with Seamless Integration](https://www.g2.com/survey_responses/solver-review-10975839)"** **Rating:** 5.0/5.0 stars *— tom c.* [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) --- #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### 7. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (10 reviews) - Easy Integrations (10 reviews) - Planning (9 reviews) - Automation (8 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Complexity (4 reviews) - Steep Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** with Runway Financial, enjoying a seamless, intuitive dashboard for financial management. - Users praise the **exceptional customer support** of Runway Financial for its responsiveness and effective issue resolution. - Users value the **easy integrations** with various systems, enabling seamless data management and real-time insights. - Users praise Runway Financial for its **intuitive planning capabilities** , enhancing ease of cash flow tracking and analysis. - Users appreciate the **automation capabilities** of Runway Financial, enhancing efficiency and simplifying data integration across systems. **Cons:** - Users experience a **difficult learning curve** with Runway Financial, requiring significant initial effort to understand the software. - Users highlight a **challenging learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users find Runway Financial's interface **not beginner-friendly** , highlighting a significant learning curve for those unfamiliar with SQL. - Users find the **complexity of onboarding and customization** in Runway Financial to be a significant challenge. - Users highlight a **steep learning curve** with Runway Financial, especially for those unfamiliar with SQL and complex setups. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 8. [Pry](https://www.g2.com/products/pry/reviews) Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Pry?** - **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:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Pry?** - **Seller:** [Brex](https://www.g2.com/sellers/brex) - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @brexHQ (24,030 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brexhq/ (1,800 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Small-Business, 10% Mid-Market #### What Are Recent G2 Reviews of Pry? **"[An incredible solution built by some very smart people who offer fantastic support!](https://www.g2.com/survey_responses/pry-review-5355807)"** **Rating:** 5.0/5.0 stars *— Frederic L.* [Read full review](https://www.g2.com/survey_responses/pry-review-5355807) --- **"[Best FP&A Tool. Period.](https://www.g2.com/survey_responses/pry-review-4922659)"** **Rating:** 5.0/5.0 stars *— Walter C.* [Read full review](https://www.g2.com/survey_responses/pry-review-4922659) --- #### What Are G2 Users Discussing About Pry? - [How do you require pry?](https://www.g2.com/discussions/how-do-you-require-pry) - [How do you use pry gems?](https://www.g2.com/discussions/how-do-you-use-pry-gems) - [How do you use pry rails?](https://www.g2.com/discussions/how-do-you-use-pry-rails) - [How does pry work?](https://www.g2.com/discussions/how-does-pry-work) ### 9. [IBM Cloudability](https://www.g2.com/products/ibm-cloudability/reviews) IBM Cloudability is built to support the organizational adoption of FinOps—the cultural practice and operational process of bringing financial accountability to the scalable, variable, and distributed nature of cloud and related costs. Its enterprise-grade FinOps features enable IT, finance, and business teams to optimize cloud, AI and Kubernetes costs and communicate the business value of these investments. Cloudability normalizes and structures billing and usage data from across public cloud ecosystems. Its robust set of capabilities enable teams to: • Fully allocate cloud spend, including containers and AI related costs, and support charges—enabling chargeback across the business and continuous improvements to cloud unit economics • Estimate workload costs, build budgets and create driver-based forecasts that surface variance details while tracking spend to plan • Automatically optimize cloud costs via industry-leading rightsizing and commitment recommendations, allowing you to reduce operating expenses and fund future innovation investments • Make decisions with speed and confidence, powered by team ownership of cloud spend • Allocate shared costs, like specialized technology, labor and vendors, to extend FinOps and accountability to the total cost of running cloud • Support FinOps organizations in Federal agencies via FedRAMP authorized IBM Cloudability for US Federal • Enable Managed Services Providers to ingest, structure, and customize billing data via IBM Cloudability MSP Cloudability enables practitioners with the capabilities they need to drive FinOps forward— with financial accountability, optimized cloud spend and a roadmap for FinOps maturity. With over 10 years of accumulated expertise and innovation, Cloudability is the category pioneer and market leader dedicated to helping you excel at FinOps. **Average Rating:** 4.2/5.0 **Total Reviews:** 202 **How Do G2 Users Rate IBM Cloudability?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10) **Who Is the Company Behind IBM Cloudability?** - **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) - **Company Website:** https://www.apptio.com/ - **Year Founded:** 1996 - **HQ Location:** Bellevue, WA - **Twitter:** @Apptio (9,662 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/apptio/ (1,280 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 62% Enterprise, 20% Mid-Market #### What Are IBM Cloudability's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Cost Management (37 reviews) - Insights (33 reviews) - Reporting (33 reviews) - Cost Tracking (30 reviews) **Cons:** - Missing Features (20 reviews) - Cost Management (15 reviews) - Complexity (14 reviews) - Inadequate Reporting (12 reviews) - Integration Issues (12 reviews) ### What Do G2 Reviewers Say About IBM Cloudability? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of IBM Cloudability, facilitating efficient data visualization and collaboration for all. - Users value the **cost visibility** of IBM Cloudability, enhancing their FinOps journey with effective multi-cloud management. - Users value the **strong reporting and drill-down capabilities** of IBM Cloudability, enhancing decision-making and accountability in cloud spending. - Users highly value the **effective reporting feature** of IBM Cloudability, enhancing decision-making and efficiency in cloud management. - Users appreciate the **cost visibility** provided by IBM Cloudability, enhancing their financial operations and accountability. **Cons:** - Users find **rightsizing recommendations lacking** in IBM Cloudability, limiting cost analysis and leading to potential oversights. - Users criticize the **incomplete cost management** features of IBM Cloudability, finding rightsizing recommendations and allocation methods lacking. - Users find the **complexity** of IBM Cloudability can make analysis challenging and the interface initially confusing. - Users struggle with **inadequate reporting** , facing challenges in identifying resources and dealing with slow, limited datasets. - Users express concerns over **integration issues** , particularly with non-AWS services and the need for better data insights. #### What Are Recent G2 Reviews of IBM Cloudability? **"[Effective for Cloud Cost Optimization, Minor Hurdles](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)"** **Rating:** 4.0/5.0 stars *— anirban c.* [Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260) --- **"[Granular Visibility and Ease of Use, But Setup Can Improve](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)"** **Rating:** 4.0/5.0 stars *— Raghav M.* [Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524) --- #### What Are G2 Users Discussing About IBM Cloudability? - [What do you like most about Apptio Cloudability for cloud cost management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-apptio-cloudability-for-cloud-cost-management-and-what-could-be-improved) - [What is Apptio Cloudability used for?](https://www.g2.com/discussions/what-is-apptio-cloudability-used-for) ### 10. [Centage](https://www.g2.com/products/centage/reviews) FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities. **Average Rating:** 4.4/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Centage?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 9.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Centage?** - **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation) - **Year Founded:** 2001 - **HQ Location:** San Antonio, TX - **Twitter:** @Centage (1,565 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/89440/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 61% Mid-Market, 21% Enterprise #### What Are Centage's Pros and Cons? **Pros:** - Budgeting Management (1 reviews) - Budget Management (1 reviews) - Customer Experience (1 reviews) - Customer Support (1 reviews) - Customizability (1 reviews) **Cons:** - Difficult Customization (1 reviews) - Excel Compatibility (1 reviews) - Excel Integration Issues (1 reviews) - Improvements Needed (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Centage? *AI-generated summary from verified user reviews* **Pros:** - Users love the **strong budgeting management** features of Centage, particularly for its effective financial reporting and integration. - Users find it **much easier to budget** for quarterly plans with Centage, improving their financial planning process. - Users value the **ease of use** of Centage, along with its continual innovation and excellent support. - Users highlight the **responsive and helpful Customer Support** team, ensuring smooth resolution of issues. - Users value the **customizability** of Centage, enabling tailored calculations and diverse reporting options for effective planning. **Cons:** - Users find the **difficult customization** in Centage limits their ability to tailor the tool to their preferences. - Users find the **Excel compatibility cumbersome** due to a lengthy two-step data download process. - Users face **Excel integration issues** requiring lengthy data downloads, complicating the process of accessing current data efficiently. - Users desire **more Excel-like functionality** in Centage to enhance usability and streamline their workflow. - Users find **limited customization** options in Centage, particularly regarding default views and data processing efficiency. #### What Are Recent G2 Reviews of Centage? **"[Easy Nonprofit Org Budgeting](https://www.g2.com/survey_responses/centage-review-12519902)"** **Rating:** 4.5/5.0 stars *— Lauren C.* [Read full review](https://www.g2.com/survey_responses/centage-review-12519902) --- **"[Easy Budget Versioning and Impressive Meastro Analytics](https://www.g2.com/survey_responses/centage-review-12594148)"** **Rating:** 5.0/5.0 stars *— Adriaan V.* [Read full review](https://www.g2.com/survey_responses/centage-review-12594148) --- ### 11. [Vareto](https://www.g2.com/products/vareto/reviews) Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant. **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Vareto?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 10.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Vareto?** - **Seller:** [Vareto](https://www.g2.com/sellers/vareto) - **Year Founded:** 2020 - **HQ Location:** Mountain View, CA - **Twitter:** @VaretoApp (91 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vareto/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Mid-Market, 7% Small-Business #### What Are Recent G2 Reviews of Vareto? **"[Excellent Low-code Planning Solution](https://www.g2.com/survey_responses/vareto-review-9166320)"** **Rating:** 5.0/5.0 stars *— Kevin K.* [Read full review](https://www.g2.com/survey_responses/vareto-review-9166320) --- **"[Great FP&A tool with transaction level observability](https://www.g2.com/survey_responses/vareto-review-9557173)"** **Rating:** 4.5/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/vareto-review-9557173) --- ### 12. [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews) Limelight is a modern FP&A platform that automates budgeting, forecasting, and narrative reporting for mid-market finance teams. By centralizing data into a single source of truth, Limelight eliminates spreadsheet manual entry and reduces budget cycle times by over 50%. Modern Budgeting & Dynamic Forecasting - Plan faster and adapt with ease using a flexible FP&A platform designed for real-world finance workflows. - Collaborative Budgeting: Model revenue, expenses, and headcount with department-wide alignment. - Agile Forecasting: Move beyond static annual budgets with driver-based rolling forecasts and instant "what-if" scenario analysis. - Workforce Planning: Seamlessly manage headcount and salary modeling with live updates. Real-Time Integration & Reporting Limelight serves as the "Intelligence Layer" for your ecosystem, featuring real-time integration with major ERPs, including Oracle NetSuite, Sage Intacct, Microsoft Dynamics, QBO, and many more. Interactive Dashboards: Track profitability and drill into variances without waiting on manual exports. Limelight Docs: Our dedicated narrative reporting feature allows you to create Live Management Books. These board-ready reports combine financial tables, charts, media, and commentary that stay in sync —eliminating manual updates forever. AI-Powered Insights & Trend Detection Move beyond standard analysis with built-in AI that explains the "why" behind your performance: Anomaly Detection: Automatically identify trends and detect data outliers in real-time. Narrative AI: Surface the key drivers behind budget vs. actual performance with AI-generated commentary that accelerates stakeholder decision-making. Why Finance Leaders Choose Limelight: Designed for ease of use and quick setup, Limelight allows you to transition from manual spreadsheets to an automated environment faster and with a modern Excel experience. With transparent, value-driven pricing, you can transform your finance team from data consolidators into strategic storytellers. **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Limelight?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 9.7/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Limelight?** - **Seller:** [Limelight Software](https://www.g2.com/sellers/limelight-software-7e521017-90bc-43a2-9054-94bd97b641af) - **Year Founded:** 2018 - **HQ Location:** Toronto, Ontario - **Twitter:** @go_limelight (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2352318/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 47% Mid-Market, 40% Enterprise #### What Are Limelight's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Ease of Implementation (1 reviews) - Ease of Learning (1 reviews) - Ease of Understanding (1 reviews) - Ease of Use (1 reviews) **Cons:** - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Limelight? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **incredible customer support** from Limelight, feeling valued and supported throughout their experience. - Users appreciate the **ease of implementation** with Limelight, finding it simplifies tasks compared to previous software. - Users find Limelight's **ease of learning** refreshing, enabling smooth adoption and positive feedback from staff. - Users find Limelight easy to use, with **simplified functionality** and excellent support enhancing their experience. - Users find Limelight's interface **very easy to use** , simplifying tasks and enhancing the overall experience significantly. **Cons:** - Users experienced **initial slow performance** but found improvements after assistance, leading to a better overall experience. #### What Are Recent G2 Reviews of Limelight? **"[Great Customer Service](https://www.g2.com/survey_responses/limelight-review-10987509)"** **Rating:** 5.0/5.0 stars *— Verified User in Sports* [Read full review](https://www.g2.com/survey_responses/limelight-review-10987509) --- **"[Great Implementation](https://www.g2.com/survey_responses/limelight-review-5356178)"** **Rating:** 5.0/5.0 stars *— Jason W.* [Read full review](https://www.g2.com/survey_responses/limelight-review-5356178) --- #### What Are G2 Users Discussing About Limelight? - [What is Limelight used for?](https://www.g2.com/discussions/what-is-limelight-used-for) - 1 comment ### 13. [IDU](https://www.g2.com/products/idu-idu/reviews) IDU is the FP&A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment — connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning — every methodology, governed in one model. • Forecasting — driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations — multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning — transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting — board-ready reports and dashboards that drill from group total to GL transaction. • AI — the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries — from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's leading FP&A platform. Built for managers. Trusted by finance. **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **How Do G2 Users Rate IDU?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind IDU?** - **Seller:** [IDU](https://www.g2.com/sellers/idu) - **Year Founded:** 1997 - **HQ Location:** Cape Town, South Africa - **Twitter:** @iduSoftware (2,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/idu-software/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Manager - **Top Industries:** Financial Services, Higher Education - **Company Size:** 61% Mid-Market, 29% Enterprise #### What Are IDU's Pros and Cons? **Pros:** - Budgeting Management (4 reviews) - Ease of Use (4 reviews) - Budget Management (3 reviews) - Reporting Efficiency (3 reviews) - Customizability (2 reviews) **Cons:** - Learning Difficulty (1 reviews) - Limited Customization (1 reviews) - Not Intuitive (1 reviews) - Refresh Issues (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About IDU? *AI-generated summary from verified user reviews* **Pros:** - Users commend IDU for its **user-friendly budgeting tool** that simplifies financial performance tracking against budgets. - Users love the **ease of use** and adaptability of IDU, making budgeting straightforward and tailored to their needs. - Users appreciate the **user-friendly budgeting tool** of IDU, making report preparation and budget consolidation seamless. - Users appreciate the **reporting efficiency** of IDU, enabling quick, seamless, and accurate management report preparation. - Users love the **customizability** of IDU, allowing tailored reports and views that suit their business needs perfectly. **Cons:** - Users find the **learning difficulty** associated with IDU tedious, particularly in capturing salaries effectively. - Users find the **limited customization** options for number formatting restrictive and lacking desired functionalities. - Users find the **older versions not user-friendly** , leading to frustration and dissatisfaction with the product experience. - Users face challenges with **refresh issues** regarding the limited integration of historical data in IDU. - Users find IDU to be **slow in keeping up with business trends** , impacting its overall effectiveness and relevance. #### What Are Recent G2 Reviews of IDU? **"[Seamless Functionality with Detailed Budgeting](https://www.g2.com/survey_responses/idu-review-11211846)"** **Rating:** 4.0/5.0 stars *— Lerato K.* [Read full review](https://www.g2.com/survey_responses/idu-review-11211846) --- **"[Effortless Consolidation and Reporting with IDU](https://www.g2.com/survey_responses/idu-review-11205209)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/idu-review-11205209) --- #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### 14. [EngineBI](https://www.g2.com/products/enginebi/reviews) EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate EngineBI?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind EngineBI?** - **Seller:** [EngineBI](https://www.g2.com/sellers/enginebi) - **Year Founded:** 2020 - **HQ Location:** Chicago, US - **Twitter:** @RamsayInno (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/enginebisoftware/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are EngineBI's Pros and Cons? **Pros:** - Data Analysis (1 reviews) - Data Management (1 reviews) - Ease of Use (1 reviews) - Excel Integration (1 reviews) - Features (1 reviews) **Cons:** - Difficult Navigation (1 reviews) - Difficult Setup (1 reviews) - Navigation Issues (1 reviews) - Poor Navigation (1 reviews) ### What Do G2 Reviewers Say About EngineBI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **consolidated P&L information** in EngineBI, enhancing revenue visibility and reducing reliance on spreadsheets. - Users value the **consolidated P&L data management** of EngineBI, eliminating spreadsheets and enhancing revenue visibility. - Users value the **ease of use** of EngineBI for consolidating P&L data, eliminating the need for spreadsheets. - Users praise the **Excel integration** of EngineBI for consolidating P&L data and enhancing revenue visibility. - Users appreciate the **consolidation of P&L information** , eliminating spreadsheets and enhancing revenue visibility by client. **Cons:** - Users find **difficult navigation** at first, with a learning curve before they can effectively use EngineBI's features. - Users find the **difficult setup** process challenging initially, but it becomes beneficial after overcoming the learning curve. - Users experience **navigation issues** initially, but find it beneficial once they are familiar with the tool. - Users experience **poor navigation** initially, requiring time to familiarize themselves before fully utilizing the tool's benefits. #### What Are Recent G2 Reviews of EngineBI? **"[Gave me the clarity and control I needed to be consistently profitable](https://www.g2.com/survey_responses/enginebi-review-11386214)"** **Rating:** 5.0/5.0 stars *— Carlos C.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214) --- **"[Invaluable tool to run your firm profitability and effectively](https://www.g2.com/survey_responses/enginebi-review-11457936)"** **Rating:** 5.0/5.0 stars *— Michelle K.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936) --- ### 15. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **How Do G2 Users Rate Phocas Software?** - **Has the product been a good partner in doing business?:** 9.0/10 (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:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Phocas Software?** - **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software) - **Company Website:** https://www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/1114241/ (332 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Mid-Market, 23% Small-Business #### What Are Phocas Software's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Data Analysis (5 reviews) - Report Creation (5 reviews) - Capabilities (4 reviews) - Customer Support (4 reviews) **Cons:** - Feature Improvements (3 reviews) - Improvements Needed (3 reviews) - Missing Features (3 reviews) - Missing Functionality (3 reviews) - Bugs (2 reviews) ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Phocas Software, enabling quick insights and straightforward data visualization. - Users value the **effortless data analysis** by Phocas Software, providing clarity and insight for informed decision-making. - Users value the **effective report creation** in Phocas Software, facilitating credible insights and decision-making with ease. - Users appreciate the **versatile data analysis capabilities** of Phocas Software, enabling insightful and defensible decision-making. - Users praise Phocas Software's **excellent customer support** , providing quick assistance and effective resolutions to queries. **Cons:** - Users experience **feature limitations** in Phocas Software, especially regarding budgeting and user experience at scale. - Users highlight the need for **improvements in budgeting features** and automation within Phocas Software for better efficiency. - Users find Phocas Software has **missing features** like automatic updates and limited forecasting, impacting user experience. - Users find issues with **missing real-time data** and limited functionality, hindering effectiveness in complex environments. - Users report experiencing **glitches and date format issues** that hinder productivity and require additional troubleshooting time. #### What Are Recent G2 Reviews of Phocas Software? **"[Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale](https://www.g2.com/survey_responses/phocas-software-review-12082649)"** **Rating:** 5.0/5.0 stars *— Lyndon R.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) --- **"[Effortless Data Integration and Visualization with Phocas](https://www.g2.com/survey_responses/phocas-software-review-12057725)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) --- #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### 16. [G-Accon](https://www.g2.com/products/g-accon/reviews) All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 199 **How Do G2 Users Rate G-Accon?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 7.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind G-Accon?** - **Seller:** [G-Accon](https://www.g2.com/sellers/g-accon) - **Company Website:** https://g-accon.com/ - **Year Founded:** 2017 - **HQ Location:** Novi, MI - **Twitter:** @G_AcconServices (1,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CFO - **Top Industries:** Accounting, Financial Services - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are G-Accon's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Automation (29 reviews) - Time-Saving (28 reviews) - Integrations (25 reviews) - Time-saving (24 reviews) **Cons:** - Reporting Issues (13 reviews) - Inefficient Reporting (10 reviews) - Poor Navigation (8 reviews) - UX Improvement (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users find G-Accon's **ease of use** remarkable, allowing quick data fetching and simplified report generation. - Users value the **automation capabilities** of G-Accon, significantly saving time on complex reporting tasks. - Users love the **time-saving automation** of G-Accon, making financial reporting tasks fast and efficient. - Users value the **seamless integration** of G-Accon with Xero, enhancing their efficiency in data management and reporting. - Users value the **time-saving automation** of G-Accon, transforming days of reporting work into mere minutes. **Cons:** - Users find the **custom reports feature lacking** as it complicates connections and syncing with copied sheets. - Users find the **inefficient reporting** with G-Accon, particularly in consolidating reports across currencies, frustrating. - Users often struggle with **poor navigation** and confusing terminology, complicating their experience on G-Accon. - Users find the **interface dated** and desire a more modern, intuitive design for better usability. - Users find G-Accon has a **steep learning curve** , making it challenging for those unfamiliar with its features. #### What Are Recent G2 Reviews of G-Accon? **"[User-Friendly Way to Make the Xero API Accessible](https://www.g2.com/survey_responses/g-accon-review-12922876)"** **Rating:** 5.0/5.0 stars *— Clarize P.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 17. [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. **Average Rating:** 4.9/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Vivid Reports CPM?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Vivid Reports CPM?** - **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e) - **HQ Location:** Toronto, CA - **Twitter:** @VividReports (129 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vividreports/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Mid-Market, 24% Enterprise #### What Are Vivid Reports CPM's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Ease of Implementation (6 reviews) - Customer Support (5 reviews) - Customizability (5 reviews) - Features (5 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (3 reviews) - Filtering Issues (1 reviews) - Insufficient Training (1 reviews) - Navigation Issues (1 reviews) ### What Do G2 Reviewers Say About Vivid Reports CPM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Vivid Reports CPM, enabling quick access to all data seamlessly. - Users find the **ease of implementation** of Vivid Reports CPM highly beneficial for daily operations and integration. - Users praise the **exceptional customer support** of Vivid Reports CPM, appreciating quick response times and helpful assistance. - Users value the **flexibility to customize** Vivid Reports CPM, tailoring it to their specific needs effortlessly. - Users appreciate the **flexibility and ease of customization** in Vivid Reports CPM, enhancing their reporting capabilities effectively. **Cons:** - Users find the **steep learning curve** of Vivid Reports CPM requires extensive training to achieve full functionality. - Users experience a challenging **learning difficulty** with Vivid Reports CPM, requiring extensive training to utilize effectively. - Users find that **filtering issues** arise due to time-consuming filter creation and lack of an "undo" option. - Users find that **insufficient training** limits their ability to maximize the functionality of Vivid Reports CPM. - Users struggle with **navigation issues** , finding it difficult to perform multidimensional lookups efficiently within Vivid Reports CPM. #### What Are Recent G2 Reviews of Vivid Reports CPM? **"[Easy to Use, Does Everything We Need—With Outstanding Support](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894) --- **"[Consistent, trustworthy reporting for multiple ERPs](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)"** **Rating:** 5.0/5.0 stars *— Nathan D.* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763) --- ### 18. [OnPlan](https://www.g2.com/products/onplan-platform/reviews) OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is fast to deploy with predesign best-practice apps and fast to learn with spreadsheet syntax. It's flexible to handle your core FP&A tasks, like juggling many scenarios, BvAs, and allocations. And it automates away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan. **Average Rating:** 4.6/5.0 **Total Reviews:** 18 **How Do G2 Users Rate OnPlan?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Adjustments:** 9.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind OnPlan?** - **Seller:** [OnPlan](https://www.g2.com/sellers/onplan) - **Year Founded:** 2017 - **HQ Location:** Aventura, US - **Twitter:** @onplanco (27 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/onplan (16 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 78% Small-Business, 17% Mid-Market #### What Are Recent G2 Reviews of OnPlan? **"[Without error variance](https://www.g2.com/survey_responses/onplan-review-7878917)"** **Rating:** 4.0/5.0 stars *— Anwar T.* [Read full review](https://www.g2.com/survey_responses/onplan-review-7878917) --- **"[Empower Your Finance Team with OnPlan;Fast,Flexible and Collaborative Financial Planning & Analysis](https://www.g2.com/survey_responses/onplan-review-7938786)"** **Rating:** 5.0/5.0 stars *— Yash Vardhan S.* [Read full review](https://www.g2.com/survey_responses/onplan-review-7938786) --- ### 19. [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **How Do G2 Users Rate Jedox?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Jedox?** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** https://www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox (1,673 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/231653/ (385 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Mid-Market, 28% Small-Business #### What Are Jedox's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Budgeting Management (7 reviews) - Flexibility (7 reviews) - Forecasting (7 reviews) - Integrations (7 reviews) **Cons:** - Complex Modeling (5 reviews) - Learning Curve (5 reviews) - Complexity (4 reviews) - Learning Difficulty (4 reviews) - Slow Loading (4 reviews) ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Jedox, highlighting its intuitive interface and smooth onboarding experience. - Users value the **consolidated budgeting management** in Jedox, seamlessly integrating operations for effective planning and reporting. - Users value the **flexibility** of Jedox, enabling quick implementation of changes and seamless integration with existing systems. - Users value the **advanced forecasting capabilities** of Jedox, enhancing planning and improving team efficiency and analysis. - Users value the **robust integrations** of Jedox, which seamlessly connect multiple systems for efficient financial planning. **Cons:** - Users find **complex modeling** in Jedox challenging and slow, especially when dealing with large datasets and reports. - Users find the **learning curve steep** , as complex models require significant training and can frustrate new users. - Users find the **complexity** of Jedox challenging, requiring extensive training and technical knowledge for effective use. - Users report significant **learning difficulties** with Jedox, making onboarding and model building challenging for newcomers. - Users experience **slow loading times** with Jedox, particularly when dealing with complex reports and large datasets. #### What Are Recent G2 Reviews of Jedox? **"[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)"** **Rating:** 4.0/5.0 stars *— Dmytro K.* [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) --- **"[Powerful Data Relationships and Budgeting Flexibility](https://www.g2.com/survey_responses/jedox-review-12107792)"** **Rating:** 4.0/5.0 stars *— Pille P.* [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) --- #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### 20. [Oracle Planning Cloud](https://www.g2.com/products/oracle-planning-cloud/reviews) Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources. **Average Rating:** 4.2/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Oracle Planning Cloud?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle Planning Cloud?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Company Size:** 69% Enterprise, 33% Mid-Market #### What Are Oracle Planning Cloud's Pros and Cons? **Pros:** - Features (1 reviews) - Integrations (1 reviews) **Cons:** - Limited Features (1 reviews) - Poor Interface Design (1 reviews) ### What Do G2 Reviewers Say About Oracle Planning Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **integration capabilities** of Oracle Planning Cloud, alongside its flexibility and powerful calculation engine. - Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging a powerful calculation engine. **Cons:** - Users note the **limited features** of Oracle Planning Cloud, specifically craving broader integration like Google Sheets and Office 365. - Users feel the **poor interface design** hinders usability, with preferences for more versatile compatibility options. #### What Are Recent G2 Reviews of Oracle Planning Cloud? **"[EMP review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568)"** **Rating:** 4.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568) --- **"[Overall it's a very good experience on EPM product.](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743)"** **Rating:** 4.0/5.0 stars *— Pavan K.* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743) --- #### What Are G2 Users Discussing About Oracle Planning Cloud? - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for) ### 21. [JustPerform](https://www.g2.com/products/insightsoftware-justperform/reviews) JustPerform is a new-age, cloud-native platform that empowers organisations to enhance their budgeting, forecasting, consolidation, and reporting processes. Its user-centric interface, process-oriented approach, and robust governance features facilitate seamless collaboration, fostering business agility. With a high overall rating of 4.7 out of 5 on Gartner Peer Insights, JustPerform offers: -User empowerment through self-service workflows for business users -Streamlined data management via automation for collection, collation, and transformation -Effective governance control with role-based access and granular authorisations -Real-time reports, simulations and dashboards for informed decision-making -Assured data security with SOC2 Type II & ISO 27001 compliance JustPerform has a 100% customer recommendation rating and was rated outstanding in ease of use and scalability across budgeting and consolidation in the 2023 BPM Pulse Research Study. The unified platform has also been termed as a 'Game Changer' for its new virtual model capabilities by Craig Schiff, a business performance management veteran and CEO of BPM Partners. **Average Rating:** 4.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate JustPerform?** - **Has the product been a good partner in doing business?:** 9.3/10 (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:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind JustPerform?** - **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:** Information Technology and Services - **Company Size:** 47% Enterprise, 47% Mid-Market #### What Are Recent G2 Reviews of JustPerform? **"[JustPerform is a smart & modern solution for financial consolidation](https://www.g2.com/survey_responses/justperform-review-9715407)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/justperform-review-9715407) --- **"[Good Cloud-native Financial Consolidation Platform with lots of flexibility](https://www.g2.com/survey_responses/justperform-review-9718670)"** **Rating:** 4.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/justperform-review-9718670) --- ### 22. [iplicit](https://www.g2.com/products/iplicit/reviews) iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for organisations that are currently using on-premise accounting systems or those that have outgrown basic cloud accounting solutions. With its intelligent design and powerful features, iplicit aims to streamline financial processes and enhance overall efficiency. Targeted at medium to large enterprises, iplicit is ideal for finance teams looking for advanced functionality without sacrificing the ease of use associated with cloud solutions. The software caters to a variety of industries, making it a versatile choice for organisations seeking to improve their financial management. Users can leverage iplicit’s capabilities to gain deeper insights into their financial data, enabling informed decision-making and strategic planning. One of the standout features of iplicit is its flexibility in reporting. Users can benefit from unlimited dimensions in their reporting, allowing for a more nuanced view of financial performance. This capability is particularly useful for organisations that require detailed analysis across multiple departments or projects. Additionally, iplicit supports real-time reporting, ensuring that users have access to the most current financial information at their fingertips, which is crucial for timely decision-making. The software also excels in integration, offering seamless connectivity with other cloud applications. This feature facilitates a smooth migration from existing systems, minimising disruption during the transition. Automated data migration further enhances this process, allowing users to transfer their financial data quickly and efficiently. Furthermore, iplicit includes a public API, which helps break down data silos and fosters better collaboration across different business functions. Overall, iplicit stands out in the cloud accounting software category by combining powerful features with user-friendly design. Its focus on enhancing financial operations, providing real-time insights, and ensuring seamless integration makes it a compelling choice for organisations looking to elevate their accounting practices. By addressing the needs of frustrated users of traditional systems and those seeking more robust solutions, iplicit positions itself as a forward-thinking option in the evolving landscape of financial management software. **Average Rating:** 4.5/5.0 **Total Reviews:** 123 **How Do G2 Users Rate iplicit?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 7.7/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind iplicit?** - **Seller:** [iplicit](https://www.g2.com/sellers/iplicit) - **Company Website:** https://www.iplicit.com/ - **Year Founded:** 2013 - **HQ Location:** London, England - **Twitter:** @iplicit (3,197 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iplicit/ (196 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager, Finance Assistant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 52% Mid-Market, 42% Small-Business #### What Are iplicit's Pros and Cons? **Pros:** - Ease of Use (52 reviews) - Customer Support (34 reviews) - Reporting Features (21 reviews) - Time Saving (20 reviews) - Intuitive (19 reviews) **Cons:** - Missing Features (19 reviews) - Learning Difficulty (12 reviews) - Improvements Needed (8 reviews) - Learning Curve (8 reviews) - Not User-Friendly (8 reviews) ### What Do G2 Reviewers Say About iplicit? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of iplicit, making navigation and accounting tasks efficient and streamlined. - Users are impressed with the **exceptional customer support** from iplicit, making implementation and daily use seamless. - Users highlight the **brilliant reporting features** of iplicit, enabling efficient overview and seamless integration for their roles. - Users value Iplicit for its **time-saving features** , enabling efficient management and reporting across multiple companies seamlessly. - Users find iplicit to be **very intuitive** , allowing for easy navigation and a smooth user experience. **Cons:** - Users highlight the **missing budget feature enhancements** in iplicit, creating challenges in managing departmental access and workflows. - Users find the **learning curve steep** , struggling with dashboard creation and the complexity of certain functions. - Users feel that **improvements are needed** in reporting automation, setup challenges, and budget-setting efficiency within Iplicit. - Users find a **steep learning curve** with Iplicit, indicating a need for better training resources and support. - Users find iplicit **not user-friendly** , struggling with navigation and cumbersome budget management processes amidst limited training. #### What Are Recent G2 Reviews of iplicit? **"[Great Customer Service and Ongoing Support](https://www.g2.com/survey_responses/iplicit-review-12441061)"** **Rating:** 5.0/5.0 stars *— Ashleigh M.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-12441061) --- **"[Flexible, Easy to Use, and Excellent Support](https://www.g2.com/survey_responses/iplicit-review-12845060)"** **Rating:** 5.0/5.0 stars *— Laura O.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-12845060) --- ### 23. [LivePlan](https://www.g2.com/products/liveplan/reviews) LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence. **Average Rating:** 4.2/5.0 **Total Reviews:** 35 **How Do G2 Users Rate LivePlan?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 7.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.2/10 (Category avg: 8.7/10) **Who Is the Company Behind LivePlan?** - **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software) - **Year Founded:** 1988 - **HQ Location:** Eugene, OR - **Twitter:** @paloaltosoft (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 81% Small-Business, 8% Mid-Market #### What Are Recent G2 Reviews of LivePlan? **"[Streamlined Business Planning, Even Across Industries](https://www.g2.com/survey_responses/liveplan-review-13027082)"** **Rating:** 5.0/5.0 stars *— Devki R.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13027082) --- **"[LivePlan Makes Business Planning Simple, Structured, and Investor-Ready](https://www.g2.com/survey_responses/liveplan-review-12809148)"** **Rating:** 4.0/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/liveplan-review-12809148) --- #### What Are G2 Users Discussing About LivePlan? - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for) ### 24. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards. **Average Rating:** 4.3/5.0 **Total Reviews:** 84 **How Do G2 Users Rate SAP Business Planning and Consolidation (BPC)?** - **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:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind SAP Business Planning and Consolidation (BPC)?** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,052 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,955 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Who Uses This Product?** - **Who Uses This:** Senior Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 58% Enterprise, 26% Mid-Market #### What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)? **"[Review of SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)"** **Rating:** 4.0/5.0 stars *— Sindhu Prasanthi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853) --- **"[Boosting Efficiency and Collaboration: Experience with SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)"** **Rating:** 4.0/5.0 stars *— Bhargavi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606) --- #### What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)? - [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning) - [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for) - [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc) - [What is SAP BPC model?](https://www.g2.com/discussions/sap-business-planning-and-consolidation-bpc-what-is-sap-bpc-model) - [What is consolidation in SAP BPC?](https://www.g2.com/discussions/what-is-consolidation-in-sap-bpc) ### 25. [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. **Average Rating:** 4.5/5.0 **Total Reviews:** 137 **How Do G2 Users Rate Cube?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Cube?** - **Seller:** [Cube](https://www.g2.com/sellers/cube-962a346c-36a4-4f22-8fc2-83ec443ddb2f) - **Company Website:** https://cubesoftware.com - **Year Founded:** 2018 - **HQ Location:** New York - **LinkedIn® Page:** https://www.linkedin.com/company/35625340/ (158 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 80% Mid-Market, 17% Small-Business #### What Are Cube's Pros and Cons? **Pros:** - Ease of Use (4 reviews) - Customer Support (3 reviews) - Flexibility (3 reviews) - Integrations (3 reviews) - Dashboard Customization (2 reviews) **Cons:** - Complexity (1 reviews) - Customization Difficulties (1 reviews) - Dashboard Limitations (1 reviews) - Data Management (1 reviews) - Data Management Issues (1 reviews) ### What Do G2 Reviewers Say About Cube? *AI-generated summary from verified user reviews* **Pros:** - Users find Cube **easy and intuitive** to use, appreciating its seamless integration and thoughtful design. - Users commend the **exceptional customer support** at Cube, praising its responsiveness and investment in user success. - Users appreciate the **flexibility** of Cube, enjoying enhanced efficiencies and seamless integration in their FP&A processes. - Users value Cube's **seamless integrations** , enhancing efficiency and streamlining their FP&A processes with powerful solutions. - Users appreciate the **dashboard customization** in Cube, enabling quick access to KPIs and seamless integration with systems. **Cons:** - Users find **data transfer complex** due to Cube's predefined custom dimensions, hindering effective implementation and efficiency. - Users feel that the **customization options** for dashboards are limited, impacting their overall experience with Cube. - Users desire more **customization and visualization options** in dashboards, feeling the current functionality is limited. - Users find **data transfer complexity** challenging due to Cube's predefined custom dimensions, hindering efficient data management. - Users face **data management issues** with Cube, particularly finding data transfer and predefined dimensions complex and challenging. #### What Are Recent G2 Reviews of Cube? **"[Cube Transforms Appfolio Data with Powerful AI and Excel Interface](https://www.g2.com/survey_responses/cube-review-12999041)"** **Rating:** 5.0/5.0 stars *— Greg A.* [Read full review](https://www.g2.com/survey_responses/cube-review-12999041) --- **"[Affordable Cube with Simple Google Sheets and Excel Integration](https://www.g2.com/survey_responses/cube-review-12968530)"** **Rating:** 4.5/5.0 stars *— David C.* [Read full review](https://www.g2.com/survey_responses/cube-review-12968530) --- #### What Are G2 Users Discussing About Cube? - [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made) - [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for) ## 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