# Best Financial Analysis Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Financial analysis software enables businesses to assess and manage their financial performance by consolidating, analyzing, and comparing financial transactions and accounting entries. Accounting departments use this software to ensure data accuracy, maintain financial compliance, and monitor key performance indicators (KPIs). It provides detailed insights and generates comprehensive financial reports to help with strategic planning and decision-making. Additionally, managers from various departments can use the software's dashboards and reports to understand their team's financial contributions and performance. It is important to distinguish financial analysis software from [corporate performance management (CPM) software](https://www.g2crowd.com/categories/corporate-performance-management-cpm). While both serve financial oversight purposes, CPM software is designed for more advanced and complex analyses typically required by large enterprises. Financial analysis software can integrate with [accounting software](https://www.g2crowd.com/categories/accounting) and [enterprise resource planning (ERP) systems](https://www.g2crowd.com/categories/erp-systems). It is also offered as a standalone solution, providing tailored financial insights for a wide range of organizational needs. To qualify for inclusion in the Financial Analysis category, a product must: - Connect with various accounting software and ERP systems to consolidate financial data from multiple sources - Generate a variety of financial reports, such as income statements, balance sheets, and cash flow statements - Provide interactive dashboards that allow users to monitor key financial metrics and KPIs in real-time - Analyze and compare financial transactions and accounting entries - Perform financial forecasting and conduct scenario analyses ## Top Financial Analysis Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (361 reviews) | Excel-native consolidation with live ERP drill-down | "[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)" | | 2 | [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews) | 4.5/5.0 (98 reviews) | Credit decisioning with cross-company payment intelligence | "[Clear, Actionable Data for Smarter Credit Management](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native budgeting with multi-entity consolidation | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [DualEntry](https://www.g2.com/products/dualentry/reviews) | 4.9/5.0 (122 reviews) | — | "[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)" | | 5 | [Velixo](https://www.g2.com/products/velixo/reviews) | 4.7/5.0 (255 reviews) | Excel-native ERP reporting with live refresh | "[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)" | | 6 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native multi-entity consolidation and live reporting | "[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (99 reviews) | Excel-native actuals refresh across multi-source financials | "[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)" | | 8 | [Fathom](https://www.g2.com/products/fathom/reviews) | 4.7/5.0 (105 reviews) | — | "[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)" | | 9 | [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) | 4.8/5.0 (59 reviews) | — | "[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)" | | 10 | [Prophix Software](https://www.g2.com/products/prophix-software/reviews) | 4.4/5.0 (218 reviews) | Multi-ERP consolidation with Excel-like budgeting | "[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)" | --- ## What Are the Most Common Questions About Financial Analysis Software? *AI-generated · Last updated: May 26, 2026* ### What best tools for real-time financial performance tracking? Based on G2 reviews, buyers looking for financial analysis software for real-time performance tracking consistently mention fast data refreshes, centralized reporting, and easier access to current numbers. According to verified users, tools in this category help teams reduce manual updates, monitor budget versus actuals, and surface trends faster for leadership. G2 reviewers mention that strong options are especially useful when organizations want one place to review dashboards, KPIs, and reporting across multiple systems or entities. Recent feedback also shows that users value products that shorten reporting cycles, improve visibility into financial performance, and make it easier to answer ad hoc questions without relying on static spreadsheets. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used for automated reporting, dashboard visibility, and faster budget-versus-actual analysis inside Excel-based workflows - [Vena](https://www.g2.com/products/vena/reviews) – commonly praised for centralized planning, real-time collaboration, and reporting that helps finance teams track performance across departments - [Fathom](https://www.g2.com/products/fathom/reviews) – often highlighted for clear KPI dashboards, visual reporting, and faster monthly reporting for management and board discussions ### Which platform is best for financial ratio analysis? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) stands out most often for financial ratio analysis because reviewers repeatedly highlight its ability to centralize financial data, automate reporting, and support deeper analysis without forcing teams out of familiar spreadsheet workflows. According to verified users, the combination of Excel integration, dashboards, and drill-down reporting helps finance teams evaluate trends, compare actuals to budgets, and investigate drivers behind performance. G2 reviewers mention that a strong platform for ratio analysis should make financial data easier to structure, refresh, and interpret while reducing manual consolidation work. Recent reviews also emphasize the value of quick reporting cycles and consistent data visibility when analyzing company performance. ### Which financial analysis software offers the best visualization tools? Based on G2 reviews, visualization quality in financial analysis software is most closely tied to how easily teams can turn financial data into dashboards, charts, and presentation-ready reports. According to verified users, the best options help finance teams explain performance clearly to executives, board members, and non-financial stakeholders. G2 reviewers mention that buyers often look for tools that pair financial reporting with customizable visuals, KPI dashboards, and cleaner ways to present trends across departments or entities. Recent reviews also show that users value software that reduces the time spent building reports manually while still making key performance insights easy to understand. Visual clarity is especially important when teams need to communicate budget, forecast, and variance results quickly. **Here are some of the top-rated products on G2:** - [Fathom](https://www.g2.com/products/fathom/reviews) – widely used for visual reporting, KPI dashboards, and client-friendly financial presentations that are easy for non-finance audiences to follow - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently noted for dashboards, storyboards, and reporting outputs that improve visibility for management and stakeholders - [Aleph](https://www.g2.com/products/aleph/reviews) – praised for flexible dashboards, Excel-connected reporting, and fast refreshes that support leadership-ready variance and performance visuals ### Which financial analysis tool offers AI-powered forecasting? Based on G2 reviews, AI-powered forecasting in this category is described as a way to accelerate analysis, surface trends, and support scenario planning rather than replace finance judgment. According to verified users, products with AI features help teams ask natural-language questions, generate commentary, or speed up forecasting workflows alongside budgeting and reporting. G2 reviewers mention that these capabilities are most valuable when paired with strong underlying reporting, centralized data, and familiar finance workflows. Recent reviews show that buyers should look for tools that combine forecasting support with solid visibility into actuals, plans, and variances. Users also note that some AI features are still evolving, so implementation quality and workflow fit matter as much as the AI label itself. ### Which is the best financial analysis software for corporate finance teams? Based on G2 reviews, [Datarails](https://www.g2.com/products/datarails/reviews) is the strongest fit for corporate finance teams because reviewers consistently describe it as a centralized environment for reporting, consolidation, budgeting, and analysis while preserving familiar Excel-based workflows. According to verified users, it helps finance teams reduce manual consolidation, improve version control, and create faster reporting cycles for leadership and management. G2 reviewers mention that corporate finance teams especially value software that supports multiple data sources, recurring reporting, and clearer financial visibility without adding unnecessary friction. Recent feedback also highlights its usefulness for month-end work, board reporting, and helping teams spend less time on data prep and more time on analysis. ### What best software for scenario planning in financial analysis? Based on G2 reviews, scenario planning is one of the most important use cases for financial analysis software because it helps teams test assumptions, compare outcomes, and respond faster to changing conditions. According to verified users, buyers value tools that make it easier to model budget changes, hiring plans, revenue shifts, and operational decisions without rebuilding spreadsheets from scratch. G2 reviewers mention that effective scenario planning software also improves collaboration by giving finance and leadership a shared view of forecasts and tradeoffs. Recent reviews highlight strong demand for products that combine scenario modeling with centralized reporting, version control, and quicker refresh cycles. For many finance teams, the best solutions are the ones that turn planning into an ongoing process instead of a static spreadsheet exercise. **Here are some of the top-rated products on G2:** - [Vena](https://www.g2.com/products/vena/reviews) – often used for scenario modeling, budgeting, and variance analysis while keeping teams in an Excel-familiar planning environment - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) – frequently praised for helping founders and operators build fast scenarios around spend, runway, hiring, and growth decisions - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – commonly highlighted for scenario modeling, forecasting, and comparing assumptions in one centralized FP&A workflow ### What top tools for analyzing company financial performance? Based on G2 reviews, top tools for analyzing company financial performance are usually the ones that centralize data, speed up reporting, and make it easier to drill into variances and trends. According to verified users, finance teams want software that reduces manual spreadsheet work while improving access to budget, forecast, and actual performance in one place. G2 reviewers mention that these tools are especially valuable when organizations need to compare departments, entities, or time periods without rebuilding reports every cycle. Recent feedback also points to demand for dashboards, visual reporting, and easier collaboration with non-finance stakeholders. The strongest products help teams move from collecting numbers to actually interpreting what is driving performance and where action is needed. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – widely used to centralize financial data, automate recurring reports, and support faster performance analysis across multiple sources - [Fathom](https://www.g2.com/products/fathom/reviews) – known for KPI reporting, visual summaries, and management reporting that helps teams interpret business performance more clearly - [Aleph](https://www.g2.com/products/aleph/reviews) – valued for consolidating finance data, supporting ad hoc analysis, and helping teams answer leadership questions quickly with refreshed reporting ### What top platforms for multi-currency financial analysis? Based on G2 reviews, multi-currency financial analysis is a critical need for teams managing international entities, group reporting, or cross-border operations. According to verified users, the best platforms simplify consolidation, support reporting across different currencies, and reduce the manual effort previously required in spreadsheets. G2 reviewers mention that buyers in this use case often look for tools that can combine multiple entities into a single reporting view while preserving drill-down access and clearer performance comparisons. Recent reviews also show that users value platforms that improve month-end reporting and help finance teams monitor group-level results more efficiently. For organizations with complex structures, strong multi-currency support can make reporting faster, cleaner, and easier to trust. **Here are some of the top-rated products on G2:** - [Joiin](https://www.g2.com/products/joiin/reviews) – repeatedly praised for multi-entity consolidation, multi-currency reporting, and faster management reporting across Xero-connected businesses - [Vena](https://www.g2.com/products/vena/reviews) – noted for supporting complex planning and analysis across multi-entity and evolving organizational structures - [Fathom](https://www.g2.com/products/fathom/reviews) – highlighted for consolidations across many entities and easier analytics for organizations operating in different countries and currencies ### What top-rated financial analysis platforms for large enterprises? Based on G2 reviews, large enterprises typically need financial analysis software that can centralize data, automate reporting, and support more complex planning and governance requirements. According to verified users, the top-rated platforms in this category help finance teams work across multiple systems, business units, and reporting needs without relying on disconnected spreadsheets. G2 reviewers mention that large organizations also value stronger controls, repeatable reporting, and tools that make scenario modeling and executive reporting faster. Recent feedback shows that scalability matters not just in data volume, but also in how well a platform supports collaboration across finance, operations, and leadership. The best enterprise-fit tools tend to pair flexible analysis with stronger process consistency and visibility. **Here are some of the top-rated products on G2:** - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) – often used to centralize planning, budgeting, and reporting while reducing manual work in larger finance environments - [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) – recognized for scalable planning, scenario analysis, and consolidating reporting needs across organizations into one platform - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) – praised for unifying data from multiple systems and supporting centralized forecasting, reporting, and scenario planning ### What best platforms for integrating financial analysis with ERP systems? Based on G2 reviews, ERP integration is one of the most important requirements when evaluating financial analysis software because it affects both reporting speed and data trust. According to verified users, the best platforms connect financial data from ERP and adjacent systems into one environment so teams can avoid manual exports, reduce reconciliation work, and analyze results faster. G2 reviewers mention that buyers often prioritize software that works well with systems like QuickBooks, NetSuite, Sage, Acumatica, SAP, or Microsoft environments while still keeping workflows accessible to finance users. Recent reviews also emphasize the value of easy setup, recurring refreshes, and cleaner reporting outputs when integrating ERP data into planning and performance analysis processes. **Here are some of the top-rated products on G2:** - [Datarails](https://www.g2.com/products/datarails/reviews) – frequently used to integrate accounting and ERP-adjacent data sources for faster reporting, consolidation, and analysis in Excel-centered workflows - [Velixo](https://www.g2.com/products/velixo/reviews) – commonly praised for direct ERP-to-Excel connectivity, real-time refreshes, and customizable reporting with systems such as Acumatica and Sage Intacct - [LiveFlow](https://www.g2.com/products/liveflow/reviews) – often highlighted for pulling live accounting data into spreadsheets to automate reporting and reduce manual export work ## G2 Grid® for Financial Analysis Software ![G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analysis/grids.png?focus%5B%5D=99063&focus%5B%5D=95296&focus%5B%5D=6353&focus%5B%5D=1402310&focus%5B%5D=127184&focus%5B%5D=160444&focus%5B%5D=1401682&focus%5B%5D=10475) Highlighted products: Datarails, D&B Finance Analytics Credit Intelligence, Vena, DualEntry, Velixo, LiveFlow, Aleph, and Fathom. Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=vena&focus%5B%5D=dualentry&focus%5B%5D=velixo&focus%5B%5D=liveflow&focus%5B%5D=getaleph&focus%5B%5D=fathom) ## How Many Financial Analysis Software Products Does G2 Track? **Total Products under this Category:** 200 ### Category Stats (Jul 2026) - **Average Rating**: 4.54/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: Unit4 FP&A (+2.2%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month *Last updated: July 14, 2026* ## How Does G2 Rank Financial Analysis Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 8,600+ Authentic Reviews - 200+ 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 Financial Analysis Software Is Best for Your Use Case? - **Leader:** [Datarails](https://www.g2.com/products/datarails/reviews) - **Highest Performer:** [Parallel](https://www.g2.com/products/parallel-parallel/reviews) - **Easiest to Use:** [DualEntry](https://www.g2.com/products/dualentry/reviews) - **Top Trending:** [DualEntry](https://www.g2.com/products/dualentry/reviews) - **Best Free Software:** [Velixo](https://www.g2.com/products/velixo/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=1550&secure%5Bchosen_at%5D=2026-07-15T03%3A46%3A39Z&secure%5Bdisplayable_resource_id%5D=1550&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1550&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analysis&secure%5Btoken%5D=625bdd438846e58df6ef3186ff7d72bb98c6120859513dcb68c30efd8816739e&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Banalysis&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Financial Analysis Software Products in 2026? ### 1. [Datarails](https://www.g2.com/products/datarails/reviews) Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. **Average Rating:** 4.6/5.0 **Total Reviews:** 361 **How Do G2 Users Rate Datarails?** - **Custom Reports:** 8.8/10 (Category avg: 8.7/10) - **Report Types:** 8.4/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Datarails?** - **Seller:** [Datarails](https://www.g2.com/sellers/datarails) - **Company Website:** https://www.Datarails.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @datarails (1,139 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (407 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Chief Financial Officer - **Top Industries:** Financial Services, Hospital & Health Care - **Company Size:** 71% Mid-Market, 21% Small-Business #### What Are Datarails's Pros and Cons? **Pros:** - Ease of Use (90 reviews) - Excel Integration (51 reviews) - Reporting Efficiency (50 reviews) - Data Management (48 reviews) - Efficiency (45 reviews) **Cons:** - Learning Difficulty (36 reviews) - Learning Curve (26 reviews) - Missing Features (24 reviews) - Steep Learning Curve (23 reviews) - Complexity (21 reviews) ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Datarails, finding it intuitive for generating reports and managing data effortlessly. - Users appreciate the **native Excel integration** , which streamlines processes and enhances data governance and collaboration. - Users value the **reporting efficiency** of Datarails, enhancing data aggregation and dashboard creation for financial analysis. - Users appreciate the **seamless data management** of Datarails, enhancing workflows while ensuring accuracy and compliance. - Users praise the **efficiency** of Datarails, simplifying processes and improving financial visibility with automated solutions. **Cons:** - Users find the **learning difficulty** of Datarails challenging, requiring time and experience to fully navigate its features. - Users face a **steep learning curve** with Datarails, but support and updates improve the onboarding experience. - Users express frustration over **missing features** in Datarails, limiting usability and capability for their teams. - Users face a **steep learning curve** with Datarails, but support and updates improve the onboarding experience over time. - Users find Datarails' **backend complexity** frustrating, making data tracing and troubleshooting more challenging than necessary. #### What Are Recent G2 Reviews of Datarails? **"[Seamless, Faultless Reporting That Makes Work Easier](https://www.g2.com/survey_responses/datarails-review-13067556)"** **Rating:** 5.0/5.0 stars *— ben .* [Read full review](https://www.g2.com/survey_responses/datarails-review-13067556) --- **"[Datarails -- Now an AI-Ready FinanceOS, Still On the Rails of Your FP&A](https://www.g2.com/survey_responses/datarails-review-8920294)"** **Rating:** 5.0/5.0 stars *— Skip K.* [Read full review](https://www.g2.com/survey_responses/datarails-review-8920294) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 2. [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews) D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience. **Average Rating:** 4.5/5.0 **Total Reviews:** 98 **How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?** - **Custom Reports:** 6.9/10 (Category avg: 8.7/10) - **Report Types:** 7.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.3/10 (Category avg: 8.6/10) **Who Is the Company Behind D&B Finance Analytics Credit Intelligence?** - **Seller:** [Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet) - **Company Website:** https://www.dnb.com - **HQ Location:** Short Hills, NJ - **Twitter:** @DunBradstreet (22,541 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2385/ (5,747 employees on LinkedIn®) - **Ownership:** NYSE: DNB **Who Uses This Product?** - **Top Industries:** Manufacturing, Accounting - **Company Size:** 49% Mid-Market, 29% Small-Business #### What Are D&B Finance Analytics Credit Intelligence's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Insights (22 reviews) - Analytics (16 reviews) - Features (16 reviews) - Visibility (14 reviews) **Cons:** - Inaccuracy (20 reviews) - Data Inaccuracy (14 reviews) - Reporting Issues (14 reviews) - Data Management (11 reviews) - Complexity (8 reviews) ### What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of D&B Finance Analytics Credit Intelligence, streamlining their credit decision-making process effortlessly. - Users value the **predictive analysis** capabilities of D&B Finance Analytics for assessing supplier creditworthiness and risk. - Users value the **real-time credit risk analytics** of D&B Finance Analytics, enabling better decision-making for partnerships. - Users value the **comprehensive real-time data** of D&B Finance Analytics, enhancing decision-making with predictive insights and global coverage. - Users value the **comprehensive visibility** offered by D&B Finance Analytics, enabling informed credit decisions with real-time insights. **Cons:** - Users experience **inaccuracy issues** with data updates and discrepancies, affecting the trustworthiness of financial assessments. - Users often experience **data inaccuracy** , as reports sometimes contain outdated information affecting risk assessments. - Users encounter **reporting issues** such as fluctuating Paydex scores, dated information, and frustrating log-in redirects. - Users find the **overwhelming amount of data and confusing terminology** challenging, complicating their data management experience. - Users find the **complexity** of D&B Finance Analytics challenging, often feeling overwhelmed by its extensive data and confusing setup. #### What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence? **"[Clear, Actionable Data for Smarter Credit Management](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)"** **Rating:** 4.5/5.0 stars *— Emily S.* [Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199) --- **"[Makes Complex Credit Risk Data Clear and Actionable](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496)"** **Rating:** 4.5/5.0 stars *— Rafael H.* [Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496) --- #### What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence? - [What is D&B Finance Analytics used for?](https://www.g2.com/discussions/what-is-d-b-finance-analytics-used-for) ### 3. [Vena](https://www.g2.com/products/vena/reviews) Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. **Average Rating:** 4.5/5.0 **Total Reviews:** 469 **How Do G2 Users Rate Vena?** - **Custom Reports:** 8.8/10 (Category avg: 8.7/10) - **Report Types:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Vena?** - **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions) - **Company Website:** https://www.venasolutions.com - **Year Founded:** 2011 - **HQ Location:** Toronto - **Twitter:** @venasolutions (1,347 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (706 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 64% Mid-Market, 20% Enterprise #### What Are Vena's Pros and Cons? **Pros:** - Ease of Use (110 reviews) - Excel Integration (60 reviews) - Features (51 reviews) - User Interface (50 reviews) - Reporting (48 reviews) **Cons:** - Learning Difficulty (29 reviews) - Learning Curve (26 reviews) - Steep Learning Curve (23 reviews) - Difficult Learning (18 reviews) - Slow Loading (18 reviews) ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users find Vena **easy to use** with its simple file creation and user-friendly interface for effective planning. - Users love Vena's **seamless Excel integration** , making report creation and data management efficient and familiar. - Users appreciate Vena's **flexible reporting features** , providing a unified source of truth for budgeting and forecasting. - Users value the **intuitive and user-friendly interface** of Vena, enhancing ease of use and stakeholder confidence. - Users value Vena for its **efficient reporting capabilities** , enhancing accuracy and ease in financial analysis. **Cons:** - Users face a **learning difficulty** with Vena, making it challenging for new users to navigate effectively. - Users find the **steep learning curve** of Vena challenging initially, needing time and support to navigate effectively. - Users find a **steep learning curve** in Vena, making initial setup and understanding challenging for newcomers. - Users find Vena has a **difficult learning curve** that can be challenging for new users and small teams. - Users often experience **slow loading times** with Vena, particularly with large datasets and standard templates. #### What Are Recent G2 Reviews of Vena? **"[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)"** **Rating:** 4.5/5.0 stars *— Akshit M.* [Read full review](https://www.g2.com/survey_responses/vena-review-12854573) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 4. [DualEntry](https://www.g2.com/products/dualentry/reviews) DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now. **Average Rating:** 4.9/5.0 **Total Reviews:** 122 **How Do G2 Users Rate DualEntry?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) **Who Is the Company Behind DualEntry?** - **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry) - **Company Website:** https://www.dualentry.com - **Year Founded:** 2024 - **HQ Location:** New York, US - **Twitter:** @dualentry (765 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/dualentry/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accountant - **Top Industries:** Accounting, Manufacturing - **Company Size:** 48% Mid-Market, 34% Small-Business #### What Are DualEntry's Pros and Cons? **Pros:** - Ease of Use (318 reviews) - Features (272 reviews) - Efficiency (256 reviews) - Integrations (235 reviews) - Time-saving (231 reviews) **Cons:** - Improvement Needed (116 reviews) - Missing Features (92 reviews) - Limited Customization (91 reviews) - Not User-Friendly (84 reviews) - Learning Difficulty (83 reviews) ### What Do G2 Reviewers Say About DualEntry? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in DualEntry, enjoying its intuitive tools and automated workflows for efficient tracking. - Users value the **intuitive layout and powerful features** of DualEntry, enhancing efficiency and data management. - Users value the **efficiency** of DualEntry, praising its powerful bulk import and robust reporting features. - Users value the **seamless integration** of DualEntry, enhancing efficiency and accuracy in financial workflows. - Users value the **time-saving automation** of DualEntry, enabling teams to focus on strategic decisions and reduce errors. **Cons:** - Users find the **dependency on the parent company** somewhat confusing when managing their own entities. - Users find the **lack of a mobile app** to be a significant drawback in their experience with DualEntry. - Users express concern over the **limited customization** options in DualEntry, which may hinder adaptability for unique business needs. - Users find DualEntry to be **not user-friendly** , particularly due to the lack of guidance for new users. - Users find the **learning difficulty** of DualEntry challenging due to lack of guidance and a steep initial curve. #### What Are Recent G2 Reviews of DualEntry? **"[Accurate + Convenience](https://www.g2.com/survey_responses/dualentry-review-11367056)"** **Rating:** 5.0/5.0 stars *— John Rey C.* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056) --- **"[DualEntry Makes Data Entry Smoother and More Efficient](https://www.g2.com/survey_responses/dualentry-review-11897989)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989) --- ### 5. [Velixo](https://www.g2.com/products/velixo/reviews) Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo. **Average Rating:** 4.7/5.0 **Total Reviews:** 255 **How Do G2 Users Rate Velixo?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Velixo?** - **Seller:** [Velixo](https://www.g2.com/sellers/velixo) - **Company Website:** https://www.velixo.com/ - **Year Founded:** 2017 - **HQ Location:** Montreal, QC - **Twitter:** @VelixoSolutions (90 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/velixo/ (63 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Construction, Accounting - **Company Size:** 61% Mid-Market, 27% Small-Business #### What Are Velixo's Pros and Cons? **Pros:** - Ease of Use (109 reviews) - Excel Integration (83 reviews) - Reporting Efficiency (55 reviews) - Time-saving (43 reviews) - Real-time Data (40 reviews) **Cons:** - Learning Curve (23 reviews) - Formula Issues (19 reviews) - Excel Dependency (16 reviews) - Excel Integration Issues (16 reviews) - Reporting Issues (16 reviews) ### What Do G2 Reviewers Say About Velixo? *AI-generated summary from verified user reviews* **Pros:** - Users find Velixo's **ease of use** invaluable for efficiently handling accounting data and generating reports effortlessly. - Users value the **Excel integration** of Velixo, enhancing efficiency by seamlessly connecting familiar tools with their ERP data. - Users value the **reporting efficiency** of Velixo, streamlining data extraction and enhancing real-time financial reporting capabilities. - Users value the **time-saving efficiency** of Velixo, enabling quick updates and seamless integration with Excel. - Users appreciate the **real-time data** of Velixo, enabling quick updates and efficient monitoring of financial information. **Cons:** - Users often struggle with the **steep learning curve** of Velixo, which can hinder efficient usage initially. - Users face challenges with **formula issues** , often needing to fix errors and deal with inconsistent template methods. - Users face challenges with **Excel dependency** , including lagging and limitations on integration and customization. - Users experience **Excel integration issues** with Velixo, including long load times and limited VBA functionality. - Users face **reporting issues** with Velixo, including error messages and challenges with accessing necessary data. #### What Are Recent G2 Reviews of Velixo? **"[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)"** **Rating:** 5.0/5.0 stars *— Johanna K.* [Read full review](https://www.g2.com/survey_responses/velixo-review-10438038) --- **"[Streamlined Budgeting & Data Analysis](https://www.g2.com/survey_responses/velixo-review-11544025)"** **Rating:** 5.0/5.0 stars *— Kelly M.* [Read full review](https://www.g2.com/survey_responses/velixo-review-11544025) --- #### What Are G2 Users Discussing About Velixo? - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### 6. [LiveFlow](https://www.g2.com/products/liveflow/reviews) LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **How Do G2 Users Rate LiveFlow?** - **Custom Reports:** 9.2/10 (Category avg: 8.7/10) - **Report Types:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.8/10 (Category avg: 8.6/10) **Who Is the Company Behind LiveFlow?** - **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow) - **Company Website:** https://www.liveflow.com - **Year Founded:** 2021 - **HQ Location:** New York, US - **LinkedIn® Page:** https://www.linkedin.com/company/liveflow (62 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Accounting Manager, CEO - **Top Industries:** Accounting, Financial Services - **Company Size:** 75% Small-Business, 20% Mid-Market #### What Are LiveFlow's Pros and Cons? **Pros:** - Ease of Use (98 reviews) - Time-Saving (83 reviews) - Time-saving (80 reviews) - Reporting Efficiency (70 reviews) - Efficiency (63 reviews) **Cons:** - Missing Features (23 reviews) - Limited Customization (14 reviews) - Inefficient Reporting (12 reviews) - Expensive (11 reviews) - Limited Reporting (11 reviews) ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users praise LiveFlow for its **ease of use** , streamlining financial reporting and minimizing manual work and errors. - Users find LiveFlow to be a **time-saving tool** , greatly expediting their period-end review processes effectively. - Users value the **time-saving capabilities** of LiveFlow, significantly streamlining their month-end review processes. - Users highlight the **reporting efficiency** of LiveFlow, saving significant time and enhancing report quality effortlessly. - Users value the **efficiency** of LiveFlow, significantly reducing time spent on financial reporting and data updates. **Cons:** - Users note the need for improved **integration with third-party platforms** to enhance LiveFlow's versatility and functionality. - Users find **limited customization** options in LiveFlow, wishing for more flexibility in reporting and integrations. - Users feel that **inefficient reporting** in LiveFlow requires manual adjustments, detracting from overall productivity and ease of use. - Users find LiveFlow's features great, but deem the **pricing steep** for early-stage businesses and basic access. - Users express frustration with **limited reporting** options in LiveFlow, often needing to manually adjust complex custom reports. #### What Are Recent G2 Reviews of LiveFlow? **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 7. [Aleph](https://www.g2.com/products/getaleph/reviews) Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. **Average Rating:** 4.9/5.0 **Total Reviews:** 99 **How Do G2 Users Rate Aleph?** - **Custom Reports:** 8.7/10 (Category avg: 8.7/10) - **Report Types:** 8.4/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Aleph?** - **Seller:** [Aleph](https://www.g2.com/sellers/aleph) - **Company Website:** https://www.getaleph.com - **Year Founded:** 2020 - **HQ Location:** New York, US - **Twitter:** @getaleph (698 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/getaleph/ (96 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Finance Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 83% Mid-Market, 9% Small-Business #### What Are Aleph's Pros and Cons? **Pros:** - Ease of Use (46 reviews) - Customer Support (36 reviews) - Integrations (33 reviews) - Implementation Ease (31 reviews) - Ease of Implementation (29 reviews) **Cons:** - Missing Features (8 reviews) - Bugs (6 reviews) - Excel Integration Issues (6 reviews) - Slow Performance (6 reviews) - Software Bugs (6 reviews) ### What Do G2 Reviewers Say About Aleph? *AI-generated summary from verified user reviews* **Pros:** - Users find Aleph's **ease of use** invaluable for organizing and analyzing complex data effortlessly. - Users commend Aleph's **helpful customer support** , enhancing their experience and aiding seamless financial reporting processes. - Users commend Aleph for its **seamless integrations** that unify systems, enhancing data accessibility and analysis. - Users find **implementation easy** , experiencing quick setup and immediate integration into existing workflows for enhanced efficiency. - Users find Aleph's **ease of implementation** exceptional, allowing for quick setup and seamless data integration into workflows. **Cons:** - Users find Aleph **lacking in features** compared to alternatives, but appreciate its responsive customer support and development roadmap. - Users report encountering **occasional bugs** , but the responsive Aleph team efficiently resolves issues promptly. - Users face **Excel integration issues** with Aleph, finding it challenging compared to traditional Excel functionality. - Users experience **slow performance** with Aleph, citing lengthy load times and frequent timeouts during usage. - Users report experiencing **software bugs** , particularly with integrations, but praise the team's quick response to issues. #### What Are Recent G2 Reviews of Aleph? **"[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)"** **Rating:** 5.0/5.0 stars *— Richard A.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12658189) --- **"[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)"** **Rating:** 5.0/5.0 stars *— Michele Z.* [Read full review](https://www.g2.com/survey_responses/aleph-review-12673821) --- ### 8. [Fathom](https://www.g2.com/products/fathom/reviews) Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. **Average Rating:** 4.7/5.0 **Total Reviews:** 105 **How Do G2 Users Rate Fathom?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Fathom?** - **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications) - **Company Website:** https://www.fathomhq.com - **Year Founded:** 2010 - **HQ Location:** Brisbane, QLD - **Twitter:** @fathomhq (7,396 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (70 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Controller - **Top Industries:** Accounting, Information Technology and Services - **Company Size:** 56% Small-Business, 35% Mid-Market #### What Are Fathom's Pros and Cons? **Pros:** - Features (14 reviews) - Ease of Use (12 reviews) - Reporting (12 reviews) - Customer Support (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Missing Features (6 reviews) - Upload Issues (5 reviews) - Customization Difficulties (4 reviews) - Import Issues (4 reviews) - Improvements Needed (4 reviews) ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive and flexible features** of Fathom, enhancing financial transparency and performance tracking. - Users value the **ease of use** of Fathom, enabling smooth financial planning and flexible, customized reporting. - Users value the **versatile reporting tools** in Fathom, enhancing clarity and efficiency in financial performance tracking. - Users highlight the **prompt and helpful customer support** of Fathom, enhancing their overall experience with the platform. - Users commend Fathom for its **reporting efficiency** , appreciating the intuitive design and customizable templates for clarity. **Cons:** - Users find **missing features** in Fathom, particularly lacking in budget uploads and graphic data representation. - Users often face **upload issues** with Fathom, finding data uploads cumbersome and lacking automation for better performance. - Users face **customization difficulties** with Fathom, limiting their ability to create bespoke reports and tables easily. - Users struggle with **import issues** , finding the upload process from Quickbooks desktop to be clunky and problematic. - Users feel that **improvements are needed** in multi-company structuring, reporting clarity, and graphic representation of data. #### What Are Recent G2 Reviews of Fathom? **"[Effortless Reporting with Stunning Clarity](https://www.g2.com/survey_responses/fathom-review-13092549)"** **Rating:** 5.0/5.0 stars *— Kara T.* [Read full review](https://www.g2.com/survey_responses/fathom-review-13092549) --- **"[Easy QuickBooks Integration with Exceptional Reporting and KPI Tracking](https://www.g2.com/survey_responses/fathom-review-12952998)"** **Rating:** 5.0/5.0 stars *— Nancy L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12952998) --- ### 9. [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:** 59 **How Do G2 Users Rate Reach Reporting?** - **Custom Reports:** 9.1/10 (Category avg: 8.7/10) - **Report Types:** 9.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.6/10 (Category avg: 8.6/10) **Who Is the Company Behind Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Company Website:** https://www.reachreporting.com/ - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 76% Small-Business, 19% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Reporting (6 reviews) - Reporting Efficiency (6 reviews) - Time-saving (6 reviews) - Integrations (5 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Reach Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Reach Reporting, enjoying straightforward setup and customizable, client-friendly dashboards. - Users love the **clear and beautiful visuals** of Reach Reporting, simplifying decision-making and enhancing client communication. - Users appreciate the **reporting efficiency** of Reach Reporting, enhancing understanding and decision-making through customizable dashboards and templates. - Users appreciate the **time-saving automation** of Reach Reporting, allowing quick data presentation and informed decision-making. - Users appreciate the **easy integrations** with QuickBooks, saving time and enhancing reporting efficiency. **Cons:** - Users feel the **missing features** hinder efficiency, particularly in budget building and chart organization. - Users find the system initially **non-intuitive and complex** , impacting ease of use and report organization. - Users experience **connectivity issues** with slow syncing and limited automation across multiple systems simultaneously. - Users find the **dashboard limitations** frustrating, desiring better organization and enhanced forecasting features for reports. - Users face **implementation issues** with data merging and budget builder complexity, impacting overall efficiency. #### What Are Recent G2 Reviews of Reach Reporting? **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- ### 10. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **How Do G2 Users Rate Prophix Software?** - **Custom Reports:** 8.5/10 (Category avg: 8.7/10) - **Report Types:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Prophix Software?** - **Seller:** [Prophix](https://www.g2.com/sellers/prophix) - **Company Website:** https://www.prophix.com - **Year Founded:** 1987 - **HQ Location:** Ontario, Canada - **Twitter:** @prophix (1,990 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/45052/ (572 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Senior Financial Analyst, Financial Analyst - **Top Industries:** Insurance, Construction - **Company Size:** 56% Mid-Market, 37% Enterprise #### What Are Prophix Software's Pros and Cons? **Pros:** - Ease of Use (19 reviews) - Reporting (16 reviews) - Financial Management (14 reviews) - Reporting Efficiency (12 reviews) - Time-saving (12 reviews) **Cons:** - Slow Performance (7 reviews) - Steep Learning Curve (7 reviews) - Learning Curve (6 reviews) - Learning Difficulty (6 reviews) - Limited Functionality (6 reviews) ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix to be **extremely easy to use** , streamlining their budgeting and planning processes efficiently. - Users value the **flexibility of reporting** within Prophix Software, enhancing efficiency and streamlining financial processes. - Users value the **automated data consolidation** in Prophix, enhancing collaboration and dynamic reporting with ease of use. - Users value the **reporting efficiency** of Prophix Software, enhancing their self-service capabilities and overall productivity. - Users find that Prophix Software significantly enhances **time-saving capabilities** , streamlining data gathering and review processes effectively. **Cons:** - Users experience **slow performance** with Prophix, especially when loading reports or during initial setup, causing frustration. - Users find the **steep learning curve** of Prophix Software challenging, particularly with integration and data setup issues. - Users face a **steep learning curve** with Prophix, requiring significant time and training to fully master its features. - Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its complexities. - Users face challenges due to **limited functionality** in reporting designs and customization, affecting overall reporting efficiency. #### What Are Recent G2 Reviews of Prophix Software? **"[Robust Financial Tool with Excellent Support](https://www.g2.com/survey_responses/prophix-software-review-10733312)"** **Rating:** 4.5/5.0 stars *— Corey H.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312) --- **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 11. [Coefficient](https://www.g2.com/products/coefficient/reviews) Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets. **Average Rating:** 4.7/5.0 **Total Reviews:** 193 **How Do G2 Users Rate Coefficient?** - **Custom Reports:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) **Who Is the Company Behind Coefficient?** - **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient) - **Company Website:** https://coefficient.io/ - **Year Founded:** 2020 - **HQ Location:** Palo Alto, CA - **Twitter:** @coefficient_io (346 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (71 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 47% Mid-Market, 35% Small-Business #### What Are Coefficient's Pros and Cons? **Pros:** - Ease of Use (111 reviews) - Automation (61 reviews) - Integrations (47 reviews) - Easy Integrations (42 reviews) - Time-saving (42 reviews) **Cons:** - Feature Limitations (33 reviews) - Limited Features (21 reviews) - Missing Features (15 reviews) - Limitations (14 reviews) - Integration Issues (13 reviews) ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Coefficient, finding it seamless and hassle-free for data extraction. - Users highlight the **automation capabilities** of Coefficient, significantly saving time and streamlining data management processes. - Users value the **seamless integrations** of Coefficient that enhance productivity between Salesforce, QuickBooks, and Google Sheets. - Users love the **easy integrations** of Coefficient, enabling seamless syncing between Postgres and Google Sheets effortlessly. - Users enjoy the **time-saving automation** of Coefficient, regaining hours weekly with effortless data management. **Cons:** - Users find **feature limitations** in Coefficient, such as missing multiple filters and frustrating data formatting issues. - Users note the **limited features** of Coefficient, especially regarding filtering and importing restrictions. - Users miss the **missing features** like advanced filtering options and seamless chart integration with sheets. - Users find the **row and filter limitations** of Coefficient restricts their data management and analysis capabilities. - Users face **integration issues** with Coefficient, including missing features and frustrating data import processes. #### What Are Recent G2 Reviews of Coefficient? **"[Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- **"[Seamless Database Queries in Google Sheets with Responsive Support](https://www.g2.com/survey_responses/coefficient-review-13098229)"** **Rating:** 4.5/5.0 stars *— Verified User in Marketing and Advertising* [Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229) --- ### 12. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. **Average Rating:** 4.6/5.0 **Total Reviews:** 108 **How Do G2 Users Rate Pigment?** - **Custom Reports:** 8.9/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.7/10 (Category avg: 8.6/10) **Who Is the Company Behind Pigment?** - **Seller:** [Pigment](https://www.g2.com/sellers/pigment) - **Company Website:** https://www.pigment.com/ - **Year Founded:** 2019 - **HQ Location:** Paris, FR - **LinkedIn® Page:** https://www.linkedin.com/company/pigment/ (711 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** FP&A Manager - **Top Industries:** Computer Software, Financial Services - **Company Size:** 72% Mid-Market, 20% Enterprise #### What Are Pigment's Pros and Cons? **Pros:** - Flexibility (9 reviews) - Features (8 reviews) - Customer Support (7 reviews) - Ease of Use (7 reviews) - Automation (6 reviews) **Cons:** - Data Inaccuracy (3 reviews) - Complexity (2 reviews) - Complex Setup (2 reviews) - Connectivity Issues (2 reviews) - Formula Limitations (2 reviews) ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users value the **flexibility** of Pigment, allowing easy adjustments to models as business needs evolve. - Users love the **flexibility and multidimensionality** of Pigment, appreciating real-time updates and excellent support from the team. - Users highlight the **quick and effective customer support** from Pigment, enhancing their overall experience and satisfaction. - Users appreciate the **ease of use** of Pigment, thanks to its intuitive interface and efficient learning resources. - Users value the **robust automation** capabilities of Pigment, enabling seamless data integration and efficient forecasting. **Cons:** - Users face challenges with **data inaccuracy** due to incomplete data fields and evolving features affecting reporting quality. - Users find the **formulas and calculations complex** , complicating their workflow and slowing down forecasts. - Users find the **complex setup** of Pigment challenging, especially regarding formulas and API management. - Users face **connectivity issues** that hinder performance, particularly with large data volumes and complex calculations. - Users find the **formulas tricky** , complicating calculations and delays in forecasting performance. #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 13. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. **Average Rating:** 4.8/5.0 **Total Reviews:** 114 **How Do G2 Users Rate Drivetrain?** - **Custom Reports:** 9.5/10 (Category avg: 8.7/10) - **Report Types:** 9.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Drivetrain?** - **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain) - **Company Website:** https://www.drivetrain.ai - **Year Founded:** 2021 - **HQ Location:** Sunnyvale, US - **Twitter:** @DrivetrainAI (55 Twitter followers) - **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (97 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager, CFO - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 83% Mid-Market, 14% Small-Business #### What Are Drivetrain's Pros and Cons? **Pros:** - Ease of Use (43 reviews) - Reporting Efficiency (31 reviews) - Report Creation (30 reviews) - Customer Support (29 reviews) - Easy Integrations (22 reviews) **Cons:** - Learning Curve (13 reviews) - Missing Features (13 reviews) - Learning Difficulty (12 reviews) - Steep Learning Curve (11 reviews) - Difficult Learning (6 reviews) ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain's platform extremely **easy to use** , streamlining data management and enhancing productivity effortlessly. - Users value the **reporting efficiency** of Drivetrain, enabling quick insights and streamlined report creation across platforms. - Users value the **efficient report creation** process in Drivetrain, enabling quick insights and centralized data management. - Users commend Drivetrain's **exceptional customer support** , which has greatly assisted in their transition and ongoing usage. - Users commend the **easy integrations** of Drivetrain, significantly speeding up reporting and data centralization for faster insights. **Cons:** - Users experience a challenging **learning curve** with Drivetrain, especially for those accustomed to traditional spreadsheets. - Users note the **missing features** , particularly in self-service data transforms and AI analytics, impacting usability and efficiency. - Users note a **learning difficulty** with Drivetrain's unique logic, requiring time to master for effective model building. - Users face a **steep learning curve** with Drivetrain, which complicates model building compared to traditional spreadsheets. - Users find **difficult learning** necessary for Drivetrain due to its complex interface and unfamiliar syntax compared to Excel. #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 14. [Joiin](https://www.g2.com/products/joiin/reviews) Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. **Average Rating:** 4.7/5.0 **Total Reviews:** 85 **How Do G2 Users Rate Joiin?** - **Custom Reports:** 8.7/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Joiin?** - **Seller:** [Joiin](https://www.g2.com/sellers/joiin) - **Company Website:** https://www.joiin.co/ - **Year Founded:** 2018 - **HQ Location:** Exeter, UK - **Twitter:** @joiinreporting (199 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Finance Director - **Top Industries:** Accounting, Computer Software - **Company Size:** 62% Small-Business, 35% Mid-Market #### What Are Joiin's Pros and Cons? **Pros:** - Ease of Use (24 reviews) - Reporting (17 reviews) - Reporting Efficiency (15 reviews) - Customer Support (14 reviews) - Report Creation (14 reviews) **Cons:** - Inefficient Reporting (10 reviews) - Missing Features (10 reviews) - Reporting Issues (9 reviews) - Limited Reporting (8 reviews) - Formatting Issues (5 reviews) ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** exceptional for consolidating reports and generating management accounts quickly. - Users appreciate the **ease of consolidation reporting** in Joiin, making data preparation for management accounts simple and efficient. - Users value the **reporting efficiency** of Joiin, enjoying faster, consistent reports across multiple entities and currencies. - Users praise the **responsive and helpful customer support** of Joiin, enhancing their overall experience significantly. - Users value the **ease of report creation** in Joiin, appreciating its user-friendliness and customizable options. **Cons:** - Users face **inefficient reporting** in Joiin, struggling with limitations in filtering and report customization. - Users find the **limited chart types and missing features** restrict the functionality and experience of Joiin. - Users face **reporting issues** , needing to export data for better formatting and presentation before sharing. - Users find the **limited reporting capabilities** of Joiin frustrating, often resorting to external tools for data management. - Users note **formatting issues** with reports and exports, requiring additional cleanup before sharing or use. #### What Are Recent G2 Reviews of Joiin? **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- **"[Outstanding support experience with Joiin (especially Kyle)](https://www.g2.com/survey_responses/joiin-review-13053349)"** **Rating:** 5.0/5.0 stars *— Richa J.* [Read full review](https://www.g2.com/survey_responses/joiin-review-13053349) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 15. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **How Do G2 Users Rate Spreadsheet Server by insightsoftware?** - **Custom Reports:** 9.3/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.3/10 (Category avg: 8.6/10) **Who Is the Company Behind Spreadsheet Server by insightsoftware?** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (801 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Construction, Accounting - **Company Size:** 105% Mid-Market, 28% Enterprise #### What Are Spreadsheet Server by insightsoftware's Pros and Cons? **Pros:** - Ease of Use (3 reviews) - Financial Reporting (3 reviews) - Report Creation (3 reviews) - Reporting Quality (3 reviews) - Customer Support (2 reviews) **Cons:** - Slow Performance (2 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Performance Issues (1 reviews) - Project Delays (1 reviews) ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Spreadsheet Server, noting its quick setup and seamless integration with Excel. - Users value the **efficient financial reporting** capabilities of Spreadsheet Server, enhancing their data management and decision-making. - Users praise the **report creation feature** of Spreadsheet Server for its automation and ease, streamlining their reporting tasks. - Users appreciate the **reporting quality** of Spreadsheet Server, seamlessly delivering accurate and timely information for decision-making. - Users commend the **exceptional customer support** of Spreadsheet Server, highlighting quick responses and knowledgeable agents. **Cons:** - Users experience **slow performance** when opening Excel files, impacting the ease of accessing last-version information. - Users experience **integration issues** with legacy ERP systems, requiring custom SQL that may diminish the product’s effectiveness. - Users note that **limited customization** requires custom SQL for non-standard ERPs, impacting the product's effectiveness. - Users have noted **performance issues** with delays in Spreadsheet Server after transitioning to a cloud-based service. - Users experience **project delays** after transitioning to cloud-based Spreadsheet Server, but adapt over time. #### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware? **"[Easy-to-Automate Queries for Thorough, Department-Wide Reporting](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)"** **Rating:** 4.0/5.0 stars *— Brandon H.* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202) --- **"[Versatile](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)"** **Rating:** 4.0/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292) --- ### 16. [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews) Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub. **Average Rating:** 4.6/5.0 **Total Reviews:** 23 **How Do G2 Users Rate Jet Reports?** - **Custom Reports:** 9.6/10 (Category avg: 8.7/10) - **Report Types:** 9.2/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Jet Reports?** - **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?** - **Company Size:** 65% Mid-Market, 26% Small-Business #### What Are Jet Reports's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Integrations (5 reviews) - Reporting Efficiency (5 reviews) - Ease of Learning (4 reviews) - Report Creation (4 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (4 reviews) - Steep Learning Curve (4 reviews) - Performance Issues (3 reviews) - Slow Performance (3 reviews) ### What Do G2 Reviewers Say About Jet Reports? *AI-generated summary from verified user reviews* **Pros:** - Users find Jet Reports to be **simple and user-friendly** , enabling quick financial reporting with minimal setup effort. - Users value the **seamless integrations** with Microsoft Dynamics, facilitating real-time data access and efficient report generation. - Users appreciate the **reporting efficiency** of Jet Reports, enabling quick, customizable financial reports with minimal setup. - Users value the **ease of learning** with Jet Reports, enabling quick report creation without extensive training. - Users value the **flexibility in report creation** offered by Jet Reports, enhancing efficiency and accessibility for financial reporting. **Cons:** - Users face a **steep learning curve** with Jet Reports, needing time and training to fully utilize its features. - Users find the **learning difficulty** significant, especially for those unfamiliar with Excel or ERP data structures. - Users find the **learning curve steep** , requiring significant time investment, especially for those unfamiliar with Excel or ERP data. - Users report **performance issues** with slow report generation, requiring sessions to be restarted frequently. - Users experience **slow performance** with Jet Reports, often facing lengthy load times and crashes that disrupt their workflow. #### What Are Recent G2 Reviews of Jet Reports? **"[Absolutely Love Jet Reports — One of the Best Reporting Tools Out There!](https://www.g2.com/survey_responses/jet-reports-review-11790872)"** **Rating:** 5.0/5.0 stars *— Sakshi M.* [Read full review](https://www.g2.com/survey_responses/jet-reports-review-11790872) --- **"[Effortless Reporting and Seamless Dynamics Integration](https://www.g2.com/survey_responses/jet-reports-review-12133709)"** **Rating:** 4.0/5.0 stars *— Praney M.* [Read full review](https://www.g2.com/survey_responses/jet-reports-review-12133709) --- ### 17. [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:** 143 **How Do G2 Users Rate Cube?** - **Custom Reports:** 8.6/10 (Category avg: 8.7/10) - **Report Types:** 8.3/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Custom KPIs:** 7.5/10 (Category avg: 8.6/10) **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/ (153 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 81% Mid-Market, 16% Small-Business #### What Are Cube's Pros and Cons? **Pros:** - Ease of Use (5 reviews) - Customer Support (4 reviews) - Flexibility (3 reviews) - Integrations (3 reviews) - Time-Saving (3 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 to be **intuitive and user-friendly** , enhancing their budgeting and forecasting efficiency effortlessly. - Users commend the **exceptional customer support** from Cube's team, enhancing their overall experience and success. - Users appreciate Cube's **flexibility** , enabling seamless integration and customization that enhances their FP&A processes significantly. - Users praise the **seamless integrations** of Cube, enhancing efficiency and simplifying their FP&A processes remarkably. - Users value the **time-saving automation** of Cube, significantly speeding up budgeting and reporting processes. **Cons:** - Users find the **data transfer complexity** with Cube challenging, making implementation and AI compatibility difficult. - Users feel that the **customization options** for dashboards are limited compared to Cube’s overall capabilities. - Users desire **greater customization and visualization options** for Cube's dashboards, feeling they are currently limited. - Users find the **data transfer complexity** in Cube challenging, hindering ease of implementation for AI compatibility. - Users find **data management issues** in Cube challenging due to complex predefined dimensions and data transfer difficulties. #### What Are Recent G2 Reviews of Cube? **"[Strong Integrations and Excel-Native FP&A, with Rapidly Evolving Features](https://www.g2.com/survey_responses/cube-review-13057613)"** **Rating:** 4.5/5.0 stars *— Kyle C.* [Read full review](https://www.g2.com/survey_responses/cube-review-13057613) --- **"[Excel-Native Powerhouse with Seamless Integrations and Responsive Support](https://www.g2.com/survey_responses/cube-review-13033122)"** **Rating:** 4.0/5.0 stars *— Chris K.* [Read full review](https://www.g2.com/survey_responses/cube-review-13033122) --- #### 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) ### 18. [Parallel](https://www.g2.com/products/parallel-parallel/reviews) Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet. **Average Rating:** 4.9/5.0 **Total Reviews:** 30 **How Do G2 Users Rate Parallel?** - **Custom Reports:** 8.6/10 (Category avg: 8.7/10) - **Report Types:** 9.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Parallel?** - **Seller:** [Parallel](https://www.g2.com/sellers/parallel-358eee3b-08ce-4dc8-829d-71bcacf56e39) - **Company Website:** https://getparallel.com/ - **HQ Location:** Lehi, US - **LinkedIn® Page:** https://www.linkedin.com/company/getparallel/ (9 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO - **Top Industries:** Computer Software - **Company Size:** 83% Small-Business, 7% Mid-Market #### What Are Parallel's Pros and Cons? **Pros:** - Forecasting (6 reviews) - Customer Support (5 reviews) - Ease of Use (5 reviews) - Easy Setup (4 reviews) - Efficiency (4 reviews) **Cons:** - Software Bugs (2 reviews) - Steep Learning Curve (2 reviews) - Download Issues (1 reviews) - Learning Curve (1 reviews) - Limited Visualization (1 reviews) ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users value the **forecasting capabilities** of Parallel, enabling effective scenario planning and informed decision-making for their business. - Users highlight the **exceptional customer support** of Parallel, appreciating the team's dedication and responsiveness to their needs. - Users find **Parallel's ease of use** exceptional, enabling quick setup and effortless scenario modeling for informed decision-making. - Users commend the **easy setup** of Parallel, allowing swift implementation and immediate decision-making capabilities. - Users value the **efficiency** of Parallel, enabling rapid decision-making and insightful modeling for business scalability. **Cons:** - Users report experiencing **occasional software bugs** , though improvements have been noted over time with updates. - Users experience a **steep learning curve** with Parallel, especially when adapting from manual spreadsheets to its system. - Users express frustration over **download issues** , specifically in exporting financial views, but appreciate responsive support. - Users experience a **learning curve** in Parallel, especially those without a finance background, but support is helpful. - Users experience a **limited visualization** of financial concepts in Parallel, initially struggling to grasp necessary insights. #### What Are Recent G2 Reviews of Parallel? **"[Easiest Financial Modeling Tool to Stress Test Big Decisions](https://www.g2.com/survey_responses/parallel-review-12298809)"** **Rating:** 5.0/5.0 stars *— Mason S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) --- **"[Solid Financial Management Tool with Responsive Support](https://www.g2.com/survey_responses/parallel-review-12872915)"** **Rating:** 4.5/5.0 stars *— Zach B.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12872915) --- ### 19. [Martus](https://www.g2.com/products/martus/reviews) Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. **Average Rating:** 4.7/5.0 **Total Reviews:** 76 **How Do G2 Users Rate Martus?** - **Custom Reports:** 7.7/10 (Category avg: 8.7/10) - **Report Types:** 8.6/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom KPIs:** 6.8/10 (Category avg: 8.6/10) **Who Is the Company Behind Martus?** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2007 - **HQ Location:** Greenville, US - **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (46 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 44% Mid-Market, 29% Small-Business #### What Are Martus's Pros and Cons? **Pros:** - Ease of Use (36 reviews) - Customer Support (19 reviews) - Integrations (19 reviews) - Budgeting Management (18 reviews) - Budgeting Efficiency (16 reviews) **Cons:** - Learning Curve (9 reviews) - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Confusion (5 reviews) - Learning Difficulty (5 reviews) ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying its seamless integration and user-friendly features. - Users praise the **excellent customer support** of Martus, highlighting its responsive team and user-friendly assistance. - Users appreciate the **seamless integrations** of Martus, enhancing transparency and streamlining financial processes across departments. - Users value the **streamlined budgeting process** of Martus, significantly reducing time spent and enhancing understanding for managers. - Users value the **budgeting efficiency** of Martus, significantly reducing time spent on budget management and enhancing accessibility. **Cons:** - Users find the **learning curve challenging** , requiring time to understand data manipulation and reporting effectively. - Users find the **steep learning curve** of Martus challenging, requiring time to master data management and reporting. - Users find Martus fairly **complex to use** , especially with its challenging UI and confusing filters. - Users struggle with **confusion over the interface** , making navigation and task management inefficient and frustrating. - Users find the **learning difficulty** of Martus challenging, requiring time and effort to master its functionalities. #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting that eliminates the manual worksheet!](https://www.g2.com/survey_responses/martus-review-13059172)"** **Rating:** 5.0/5.0 stars *— Carmela C.* [Read full review](https://www.g2.com/survey_responses/martus-review-13059172) --- **"[Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access](https://www.g2.com/survey_responses/martus-review-13051917)"** **Rating:** 5.0/5.0 stars *— Stephanie S.* [Read full review](https://www.g2.com/survey_responses/martus-review-13051917) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 20. [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,480 **How Do G2 Users Rate HiBob HRIS?** - **Custom Reports:** 8.3/10 (Category avg: 8.7/10) - **Report Types:** 8.8/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.2/10 (Category avg: 8.6/10) **Who Is the Company Behind HiBob HRIS?** - **Seller:** [HiBob](https://www.g2.com/sellers/hibob) - **Company Website:** https://www.hibob.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @HiBob_HR (4,192 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7586104/ (2,088 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** HR Manager, Head of People - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Mid-Market, 16% Small-Business #### What Are HiBob HRIS's Pros and Cons? **Pros:** - Ease of Use (1186 reviews) - User Interface (661 reviews) - Intuitive (646 reviews) - Helpful (548 reviews) - Simple (530 reviews) **Cons:** - Limited Features (379 reviews) - Missing Features (350 reviews) - Limited Customization (332 reviews) - Integration Issues (241 reviews) - Feature Absence (172 reviews) ### What Do G2 Reviewers Say About HiBob HRIS? *AI-generated summary from verified user reviews* **Pros:** - Users value the **intuitive design** of HiBob HRIS, facilitating seamless navigation and efficient HR processes. - Users appreciate the **easy and intuitive user interface** of HiBob HRIS, enhancing HR management without needing IT support. - Users appreciate the **intuitive design** of HiBob HRIS, enhancing usability and streamlining HR processes effectively. - Users value the **responsive support team** and comprehensive setup instructions, enhancing convenience and company collaboration. - Users appreciate the **customizability and ease of use** of HiBob HRIS, enhancing overall user experience and adoption. **Cons:** - Users find **limited features** in HiBob HRIS, such as insufficient reporting tools and underdeveloped add-on modules. - Users experience **missing features** , such as automation options and limitations in job title management and app functionality. - Users find **limited customization** in HiBob HRIS, making it difficult to tailor features to specific organizational needs. - Users report **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility. - Users find HiBob HRIS **lacking key features** , such as calendar integration and flexible evaluation flows, hindering usability. #### What Are Recent G2 Reviews of HiBob HRIS? **"[Highly Customizable, Saves Time with Automation](https://www.g2.com/survey_responses/hibob-hris-review-13055546)"** **Rating:** 5.0/5.0 stars *— Ola K.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13055546) --- **"[Hibob Empowers Employees with Easy Leave, Team Updates, and Smart Integrations](https://www.g2.com/survey_responses/hibob-hris-review-12701093)"** **Rating:** 4.5/5.0 stars *— Noxy P.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-12701093) --- #### What Are G2 Users Discussing About HiBob HRIS? - [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for) ### 21. [Infor F9](https://www.g2.com/products/infor-f9/reviews) Infor F9 is a robust financial reporting and analysis solution that seamlessly integrates with Microsoft Excel, enabling organizations to dynamically link their general ledger data for real-time insights. This user-friendly add-in allows finance professionals to create dynamic, reusable reports swiftly, eliminating the need for manual data entry and exports. By leveraging the familiar Excel environment, F9 enhances reporting speed and accuracy, providing stakeholders with timely information to support strategic decision-making. Key Features and Functionality: - Real-Time General Ledger Access: F9 provides live connections to over 150 general ledger and ERP systems, ensuring reports always reflect the most current data. - Automated Reporting Processes: The solution automates manual tasks by directly linking GL data to Excel, significantly reducing report-building time and minimizing errors. - Excel-Based Interface: As an Excel add-in, F9 allows users to apply all native Excel functionalities to their reports, facilitating a quick learning curve and ease of use. - Minimal IT Involvement: F9's straightforward implementation, often completed in as little as 20 minutes, requires minimal IT assistance, allowing finance teams to maintain control over their reporting processes. - Flexible Data Connectivity: The software supports data consolidation from various sources, including on-premises databases and cloud storage, without the need for complex coding. Primary Value and User Benefits: Infor F9 addresses the common challenges of financial reporting by providing a direct, real-time link between an organization's general ledger and Excel. This integration eliminates the need for manual data transfers, reducing the risk of errors and saving valuable time. Finance teams can focus more on analyzing data and strategic planning rather than on the mechanics of report generation. The familiar Excel interface ensures a smooth user experience, while the solution's flexibility and scalability make it suitable for companies of all sizes and industries. By streamlining the reporting process, F9 empowers organizations to make informed decisions based on accurate and up-to-date financial information. **Average Rating:** 3.4/5.0 **Total Reviews:** 11 **How Do G2 Users Rate Infor F9?** - **Custom Reports:** 7.6/10 (Category avg: 8.7/10) - **Report Types:** 6.9/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.1/10 (Category avg: 8.6/10) **Who Is the Company Behind Infor F9?** - **Seller:** [Infor](https://www.g2.com/sellers/infor) - **Year Founded:** 2002 - **HQ Location:** New York - **Twitter:** @Infor (18,472 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1711/ (22,257 employees on LinkedIn®) - **Phone:** 800-260-2640 **Who Uses This Product?** - **Company Size:** 55% Mid-Market, 36% Small-Business #### What Are Infor F9's Pros and Cons? **Pros:** - Collaboration (1 reviews) - Customization (1 reviews) - Reporting Efficiency (1 reviews) **Cons:** - Steep Learning Curve (1 reviews) ### What Do G2 Reviewers Say About Infor F9? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **collaboration capabilities** of Infor F9, enabling teams to work seamlessly from any location. - Users appreciate the **customization options** in Infor F9, enhancing team collaboration and productivity from anywhere. - Users appreciate the **reporting efficiency** of Infor F9, which allows for detailed progress tracking and improved collaboration. **Cons:** - Users find the **steep learning curve** of Infor F9 challenging initially, but experience improvement over time. #### What Are Recent G2 Reviews of Infor F9? **"[I’ve been using M4 for about four years now and overall it’s been a good experience](https://www.g2.com/survey_responses/infor-f9-review-11284732)"** **Rating:** 5.0/5.0 stars *— Katherine H.* [Read full review](https://www.g2.com/survey_responses/infor-f9-review-11284732) --- **"[Easy to use and user friendly.](https://www.g2.com/survey_responses/infor-f9-review-5289021)"** **Rating:** 4.0/5.0 stars *— Tasbiha L.* [Read full review](https://www.g2.com/survey_responses/infor-f9-review-5289021) --- #### What Are G2 Users Discussing About Infor F9? - [What does Infor F9 do?](https://www.g2.com/discussions/what-does-infor-f9-do) - [What is Excel F9?](https://www.g2.com/discussions/what-is-excel-f9) - [How does F9 work?](https://www.g2.com/discussions/how-does-f9-work) - [What is Infor F9?](https://www.g2.com/discussions/what-is-infor-f9) ### 22. [Global Database Risk Intelligence](https://www.g2.com/products/global-database-risk-intelligence/reviews) When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool designed to offer businesses a comprehensive insight into the financial stability and creditworthiness of companies worldwide. Key Features: Comprehensive Financial Data: Gain access to detailed financial histories, including income statements, balance sheets, cash flow statements, and key financial ratios. Credit Risk Insights: Evaluate potential risks with our credit scores and ratings, allowing you to make well-informed decisions, minimize bad debts, and optimize credit terms. Global Coverage: Our database covers businesses from numerous sectors and countries, ensuring you have a global perspective regardless of where you operate. Real-time Updates: Stay ahead of the curve. Our reports are updated in real-time, ensuring that you have the most recent data at your fingertips. User-friendly Interface: Access information seamlessly with our intuitive interface, making it easier for businesses of all sizes to gather insights and analytics. Advanced Analytics: Beyond raw data, benefit from in-depth analytics that help in identifying trends, growth rates, and predicting future financial health. **Average Rating:** 4.7/5.0 **Total Reviews:** 39 **How Do G2 Users Rate Global Database Risk Intelligence?** - **Custom Reports:** 10.0/10 (Category avg: 8.7/10) - **Report Types:** 10.0/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom KPIs:** 10.0/10 (Category avg: 8.6/10) **Who Is the Company Behind Global Database Risk Intelligence?** - **Seller:** [Global Data Intelligence Limited](https://www.g2.com/sellers/global-data-intelligence-limited) - **Year Founded:** 2015 - **HQ Location:** Northampton, UK - **Twitter:** @Global_Database (1,594 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/global-database/ (40 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Transportation/Trucking/Railroad - **Company Size:** 108% Small-Business, 49% Mid-Market #### What Are Global Database Risk Intelligence's Pros and Cons? **Pros:** - Ease of Use (20 reviews) - Integrations (19 reviews) - Dashboards (12 reviews) - Insights (10 reviews) - Dashboard Customization (9 reviews) **Cons:** - Limited Customization (8 reviews) - Slow Performance (8 reviews) - Customization Difficulties (6 reviews) - Slow Loading (5 reviews) - Complex Setup (4 reviews) ### What Do G2 Reviewers Say About Global Database Risk Intelligence? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Global Database Risk Intelligence, facilitating quick and efficient client onboarding. - Users value the **smooth integrations** with existing systems, enhancing financial analysis and real-time monitoring. - Users commend the **intuitive dashboards** of Global Database Risk Intelligence for quick risk flagging and seamless integration. - Users value the **clear insights and intuitive dashboards** of Global Database Risk Intelligence, enhancing their financial analysis experience. - Users commend the **intuitive dashboard customization** which simplifies navigation and enhances insights for all staff levels. **Cons:** - Users find the **limited customization** of Global Database Risk Intelligence restrictive, seeking more flexible reporting options. - Users notice **slow performance** during peak times, with delays in advanced search filters and mobile interface loading. - Users find the **customization options limited** , wishing for more flexibility in reports and analytics features. - Users find that the **slow loading times** can hinder their productivity, especially with detailed reports on mobile devices. - Users find the **complex setup** process time-consuming, especially when integrating with internal systems and configuring parameters. #### What Are Recent G2 Reviews of Global Database Risk Intelligence? **"[Comprehensive Risk Intelligence That Elevates SME Lending portfolio](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919415)"** **Rating:** 5.0/5.0 stars *— Jim Y.* [Read full review](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919415) --- **"[Enabling rapid partner onboarding with confidence](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919314)"** **Rating:** 5.0/5.0 stars *— Debarshi M.* [Read full review](https://www.g2.com/survey_responses/global-database-risk-intelligence-review-11919314) --- ### 23. [Bluecopa](https://www.g2.com/products/bluecopa-02c10543-16b8-4e39-92bd-bb02cede7a17/reviews) Most enterprise finance stacks are a fragmented collection of point solutions — AR, AP, reconciliation, and close all managed in separate tools that don't talk to each other. Bluecopa is a unified, AI-native finance operations platform that connects Order-to-Cash, Procure-to-Pay, and Record-to-Report in one system. Powered by SamyxAI, the platform automates cash application, collections, deduction management, AP workflows, reconciliation, and financial close — so enterprise finance teams stay accurate, audit-ready, and fast at scale. Bluecopa integrates with 200+ ERP and business systems, is deployed on GCP, and is SOC 2 Type 2 and ISO 27001 certified. Finance leaders at Flipkart, Diversey, Purplle, Yatra, Porter, and Curefoods run on Bluecopa. **Average Rating:** 4.8/5.0 **Total Reviews:** 26 **How Do G2 Users Rate Bluecopa?** - **Custom Reports:** 9.2/10 (Category avg: 8.7/10) - **Report Types:** 9.5/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.9/10 (Category avg: 8.6/10) **Who Is the Company Behind Bluecopa?** - **Seller:** [Bluecopa](https://www.g2.com/sellers/bluecopa) - **Year Founded:** 2021 - **HQ Location:** Hyderabad, IN - **LinkedIn® Page:** https://www.linkedin.com/company/bluecopa (145 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 42% Enterprise, 38% Small-Business #### What Are Bluecopa's Pros and Cons? **Pros:** - Time-saving (11 reviews) - Automation (9 reviews) - Customer Support (9 reviews) - Ease of Use (9 reviews) - Collaboration (8 reviews) **Cons:** - Slow Performance (5 reviews) - Learning Curve (3 reviews) - Limited Functionality (3 reviews) - Bugs (2 reviews) - Dashboard Issues (2 reviews) ### What Do G2 Reviewers Say About Bluecopa? *AI-generated summary from verified user reviews* **Pros:** - Users value the **time-saving capabilities** of Bluecopa, allowing for more efficient finance operations across teams. - Users value the **automation capabilities** of Bluecopa, significantly speeding up reconciliation and allowing more strategic focus. - Users praise the **excellent customer support** of Bluecopa, appreciating the team's hands-on approach and responsiveness. - Users appreciate the **ease of use** of Bluecopa, simplifying finance operations with a user-friendly platform. - Users value the **enhanced collaboration** features of Bluecopa, simplifying tasks and enabling teamwork across various teams. **Cons:** - Users experience **slow performance** at times, causing delays in task visibility and requiring support intervention. - Users face a **learning curve** with Bluecopa, requiring time to adapt to the software's complexities and performance. - Users find **limited functionality** in Bluecopa, needing more workflows and innovative dashboards for better multi-location management. - Users experience **bugs and glitches** during workflows, sometimes requiring support to resolve slow performance issues. - Users find **dashboard issues** prevalent, noting basic features and a lack of innovative workflows and reports. #### What Are Recent G2 Reviews of Bluecopa? **"[Bluecopa feels like a premium refresh of the old legacy tools](https://www.g2.com/survey_responses/bluecopa-review-10719106)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/bluecopa-review-10719106) --- **"[Bluecopa is a breeze for cumbersome Finance operations](https://www.g2.com/survey_responses/bluecopa-review-10684701)"** **Rating:** 5.0/5.0 stars *— Ankit G.* [Read full review](https://www.g2.com/survey_responses/bluecopa-review-10684701) --- ### 24. [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **How Do G2 Users Rate Jedox?** - **Custom Reports:** 8.7/10 (Category avg: 8.7/10) - **Report Types:** 8.7/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 8.5/10 (Category avg: 8.6/10) **Who Is the Company Behind Jedox?** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** 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/ (400 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 find Jedox's **ease of use** impressive, highlighting its intuitive interface and smooth onboarding for seamless integration. - Users value the **efficient budgeting management** of Jedox, seamlessly integrating reporting and financial planning in one platform. - Users value the **flexibility** of Jedox, facilitating fast implementation and seamless integration with existing systems. - Users praise Jedox for its **effective forecasting capabilities** , enhancing budget management and freeing time for analysis. - Users value the **seamless integrations** of Jedox with various tools, simplifying workflows and enhancing financial planning efficiency. **Cons:** - Users find that **complex modeling** can be slow and overwhelming for large datasets, complicating their overall experience. - Users find the **learning curve steep** , requiring significant training for effective use of Jedox's complex features. - Users find the **complexity** of building models and workflows in Jedox requires significant training and technical knowledge. - Users note that the **learning difficulty** of Jedox poses significant challenges during onboarding and model building. - Users find that **slow loading times** hinder their productivity and complicate data handling in Jedox. #### 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) ### 25. [Abacum](https://www.g2.com/products/abacum/reviews) Abacum is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance business performance through clarity, speed, and impactful decision-making. This innovative solution provides users with instant access to essential operational and financial key performance indicators (KPIs) all in one centralized location. With just a single click, users can automate management reporting, forecast revenue, plan headcount, budget operational expenditures (OPEX), and run multiple scenarios, all seamlessly integrated within the Abacum environment. Targeted primarily at mid-market companies, Abacum caters to finance teams seeking a robust yet user-friendly solution for their planning and analysis needs. The platform stands out by combining intuitive workflows with enterprise-grade flexibility, allowing users to create collaborative plans, analyze performance in real time, and share valuable insights that drive business progress. Its ability to integrate with over 700 systems, including ERP, CRM, HRIS, and data warehouses, ensures that all data is automatically synced, cleaned, structured, and consistently up to date, thus eliminating the need for manual data handling. One of the key features of Abacum is its multi-dimensional modeling engine, which empowers finance teams to conduct complex analyses and scenario planning with ease. This capability, coupled with collaborative workflows, facilitates seamless business partnering across various functions within an organization. As a result, finance teams can plan and report up to 75% faster, significantly improving efficiency and allowing them to focus on strategic initiatives rather than time-consuming manual processes. Abacum is designed to support fast-growing companies and industry leaders, including names such as Strava, Dish Networks, JG Wentworth, BetterUp, Factorial, Kajabi, Abridge, and Aiven. By providing a scalable FP&A solution that balances power with simplicity, Abacum enables organizations to navigate the complexities of financial planning and analysis confidently. **Average Rating:** 4.7/5.0 **Total Reviews:** 150 **How Do G2 Users Rate Abacum?** - **Custom Reports:** 9.3/10 (Category avg: 8.7/10) - **Report Types:** 9.1/10 (Category avg: 8.8/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom KPIs:** 9.4/10 (Category avg: 8.6/10) **Who Is the Company Behind Abacum?** - **Seller:** [Abacum](https://www.g2.com/sellers/abacum) - **Company Website:** https://www.abacum.ai/ - **Year Founded:** 2020 - **HQ Location:** New York City, US - **LinkedIn® Page:** https://www.linkedin.com/company/abacum-io/ (151 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Head of Finance - **Top Industries:** Computer Software, Financial Services - **Company Size:** 88% Mid-Market, 6% Small-Business #### What Are Abacum's Pros and Cons? **Pros:** - Customer Support (20 reviews) - Ease of Use (20 reviews) - Features (17 reviews) - Implementation Ease (15 reviews) - Flexibility (14 reviews) **Cons:** - Learning Difficulty (9 reviews) - Missing Features (9 reviews) - Complex Setup (8 reviews) - Learning Curve (8 reviews) - Steep Learning Curve (8 reviews) ### What Do G2 Reviewers Say About Abacum? *AI-generated summary from verified user reviews* **Pros:** - Users value the **responsive customer support** from Abacum, enhancing their experience and facilitating effective financial management. - Users find Abacum to be **extremely user-friendly** , facilitating quick analysis and empowering teams with flexible reporting. - Users love the **seamless integrations** and transformative features of Abacum, enhancing financial planning across their organizations. - Users find Abacum's **implementation ease** impressive, enabling quick adaptation and effective use across finance and teams. - Users commend the **flexibility** of Abacum, enabling tailored solutions that enhance financial planning and analysis. **Cons:** - Users experience a **learning difficulty** due to the complex configurations and initial training required for using Abacum effectively. - Users note the **missing features** in Abacum, such as slow performance and limited reporting capabilities, affecting usability. - Users find the **complex setup** of Abacum requires initial training and leads to multiple sub-calculations. - Users experience a **slight learning curve** , but excellent support makes the onboarding process smooth and manageable. - Users acknowledge a **steep learning curve** with Abacum, but praise the responsive support that eases the process. #### What Are Recent G2 Reviews of Abacum? **"[Powerful consolidation tool that handles our complex multi-entity setup with ease](https://www.g2.com/survey_responses/abacum-review-13070099)"** **Rating:** 5.0/5.0 stars *— Amy F.* [Read full review](https://www.g2.com/survey_responses/abacum-review-13070099) --- **"[Consolidates Complex Tasks, But Needs Time Investment](https://www.g2.com/survey_responses/abacum-review-12805796)"** **Rating:** 4.5/5.0 stars *— Ankush B.* [Read full review](https://www.g2.com/survey_responses/abacum-review-12805796) --- #### What Are G2 Users Discussing About Abacum? - [What is Abacum used for?](https://www.g2.com/discussions/what-is-abacum-used-for) ## What Is Financial Analysis Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Financial Analysis Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## How Do You Choose the Right Financial Analysis Software? ### What You Should Know About Financial Analysis Software ### What is Financial Analysis Software? Financial analysis software helps businesses of all sizes track and monitor their company's financial performance. Using reports and metrics from current and historical data, companies can see how they are currently operating, better plan their financial direction, and identify growth or improvement areas.  This software can convert large, complex data sets into more straightforward reports that allow management to make data-driven decisions. Financial analysis software is often integrated with accounting software or other similar financial platforms that help gather, analyze, and report financial data. It is often used by financial analysts, accountants, finance managers, auditors, and consultants. ### What are the Common Features of Financial Analysis Software? The following are some core features within financial analysis software that can help users make smart decisions and draw conclusions from data analysis. **Financial reports:** This software can take complicated financial data and convert it into organized financial statements and reports, such as income statements, balance sheets, and cash flow statements, which give analysts a more digestible view of an organization's financial health and performance. **Budgeting and forecasting:** The software may include budgeting and forecasting modules, allowing users to create financial projections based on historical data and performance. **Compliance reporting:** Financial analysis software may assist with compliance reporting, ensuring financial data meets regulatory requirements. **Integrations:** This software often integrates with several data sources to compile an accurate view of an organization’s financial status. These sources include accounting or ERP software, spreadsheets, and financial databases. **Metrics:** Financial analysis software can calculate and display various financial ratios and metrics, such as profitability ratios, liquidity ratios, and efficiency ratios, aiding in financial performance evaluation. ### What are the Benefits of Financial Analysis Software? Financial analysis software has many benefits that can help all users with reporting, planning, and company-wide decision making. **Forecasting:** Forecasting modules allow companies to use past financial data to predict better future revenues, expenses, and other costs of doing business. This software helps companies to make educated guesses on several metrics, as forecasting is not an exact science. **Data visualization:** Financial analysis tools often include visualization features that can intake complex number sets and convert them into graphs and charts that are easier to understand and interpret. **Customization:** Financial analysis software often allows customization, such as reports, dashboards, and analysis parameters, to meet specific needs and scales according to the size and complexity of an organization's financial operations. **Data accuracy:** Financial analysis software automates data collection and processing, reducing the risk of manual errors often occurring in manual financial analysis. This ensures greater accuracy and reliability in financial reporting and decision-making. ### Who Uses Financial Analysis Software? A wide range of users throughout a company can use financial analysis software to benefit from its insights and analysis. **Finance professionals:** Financial analysts, accountants, and CFOs are examples of users who use financial analysis tools to analyze financial data by generating financial reports for decision-making, budgeting, and forecasting. **Managers:** Managers from any department within an organization can benefit from utilizing dashboards and reports that provide details on the financial performance of their teams. Financial analysis software can also give more insight into their department that they usually wouldn’t have access to, such as profitability and loss data, market trends, or financially wasteful activities. **Treasurers:** Corporate treasurers utilize this software to manage cash flow, liquidity, and risk exposure, ensuring financial stability and optimizing cash management. **Compliance professionals:** Professionals in regulatory compliance use financial analysis solutions to ensure adherence to financial regulations and prepare financial statements and reports required by regulatory organizations. **Auditors:** Auditors can use financial analysis tools to analyze financial records, transactions, and activities to ensure accuracy and compliance during the auditing process. ### Challenges with Financial Analysis Software While financial analysis software offers numerous benefits, it also has challenges. Some common challenges with this software include: **Data volume and processing:** Handling large volumes of financial data for analysis can be resource-intensive. Slower processing times or system performance issues may occur when dealing with big data sets. **Compliance:** Ensuring that the software's analysis and reporting adhere to financial regulations and standards is crucial, especially in regulated industries. ### How to Buy Financial Analysis Software #### Requirements Gathering (RFI/RFP) for Financial Analysis Software When selecting financial analysis software, it’s essential to first look at how the business operates and then become familiar with the different types of software available.  There are many options for financial analysis products, including those designed for the business needs of small and medium-sized companies.  Some things to consider include its ability to integrate with accounting systems and provide cash flow analysis, trend analysis, and risk analysis, to name a few. #### Compare Financial Analysis Software Products **Create a long list** Depending on the industry, the buyer will want to create a long list of software products designed to help businesses in their particular industry.  For example, there are platforms built explicitly for enterprises, while others have flexibility with the number of users and allow additional seats as a company grows. **Create a short list** After reviewing and researching the software on the long list, the buyer can whittle it down based on their budget. Financial analysis software is available for all budgets, and some general applications may be downloaded for free or bought at a lower price. However, buyers must remember that the more specialized and customized a software is, the more expensive it gets. This is because the user base for specialized software is relatively small. The company should be prepared to pay a premium if it wants something specific to its industry or customized for its business. **Conduct demos** As a rule of thumb, companies should demo all products on their short list. During demos, buyers should ask specific questions about the functionalities they care about most.  For example, one might ask to be walked through any features for managing cash flow analysis, reporting, or comparative analysis. #### Selection of Financial Analysis Software **Choose a selection team** The managers from departments such as accounting, finance, sales, IT, and procurement should be involved in the selection process. Every business is different, and frequent users are in the best position to offer an educated opinion on the business's particular needs. Some users may even be able to help the company install and set up the software of their choice. After choosing the software, buyers must remember that they don’t have to be stuck with this selection forever; most platforms allow for add-ons or modifications. However, the company shouldn’t make this decision lightly because no matter what software is chosen, it will involve a considerable commitment of time and money.  Therefore, it is also essential to check the scalability of the software solution and vendor capability (from reviews, vendor background, and historical performance in the market). To see a return on investment (ROI), buyers cannot change their minds in a few months and switch software. **Negotiation** Negotiating a software contract is vital to minimize risk, whether in terms of performance protection, security protection, or simply ensuring that both parties agree on what to expect from the other.  If a business has the cash flow, it could ask for a discount in return for an annual upfront payment, and many software providers are happy to make that deal. A software provider may offer unlimited usage if the buyer pays upfront instead of a monthly or quarterly package price.  Buyers should also determine if they need help implementing or integrating the software with other systems. Usually, a software provider's first offer will include some implementation services in a given timeframe. Buyers can ask for these services to be removed if they can manage it themselves or if a third party can do it for cheaper.  Buyers also need to decide for how long they will need this software. If the company uses the software for years, the buyer can negotiate for a long-term offering, sometimes resulting in more favorable pricing. **Final decision** The final decision should be based on all the information gathered previously. Businesses should prioritize needs and select the solution that meets most, if not all, of their requirements. Companies must remember that there isn't a perfect software, but there is one that is best for their business.  If possible, buyers should try to conduct a pilot program with a smaller sample size of users to gauge how well the software is received, integrated, and implemented. If the platform receives high marks, then they can buy with confidence. If the tool is inefficient or not performing as expected, it might be time to test another tool.