# Best Budgeting and Forecasting Software

## How Many Budgeting and Forecasting Software Products Does G2 Track?

**Total Products under this Category:** 234

### Category Stats (Aug 2026)

- **Average Rating:** 4.48/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** LivePlan (+0.66%) - Among all products in this category, LivePlan recorded the largest rating increase compared to last month

_Last updated: August 04, 2026_

## How Does G2 Rank Budgeting and Forecasting Software Products?

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

- 30 Analysts and Data Experts
- 14,000+ Authentic Reviews
- 234+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Budgeting and Forecasting Software
 ![G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence](https://www.g2.com/categories/budgeting-and-forecasting/grids.png?focus%5B%5D=99063&focus%5B%5D=3027&focus%5B%5D=6353&focus%5B%5D=582&focus%5B%5D=52827&focus%5B%5D=1196&focus%5B%5D=43902&focus%5B%5D=160444)

Highlighted products: Datarails, Anaplan, Vena, Workday Adaptive Planning, IBM Planning Analytics, Planful, Martus, and LiveFlow.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=datarails&focus%5B%5D=anaplan&focus%5B%5D=vena&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=planful&focus%5B%5D=martus&focus%5B%5D=liveflow)

**Sponsored**

### Abacum

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.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-08-06T11%3A19%3A48Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=154807&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%3Fopen_modal_url%3D%252Fproducts%252Fsas-intelligent-performance-management%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Fbudgeting-and-forecasting%2526source%253Dcategory&secure%5Btoken%5D=7e7f01d4aaf425abb3126ad93c04d2d7e17e07d8a7b0d6109476967f9fe1a4ad&secure%5Burl%5D=https%3A%2F%2Fwww.abacum.ai%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Dg2_paid&secure%5Burl_type%5D=custom_url)

### [Datarails](https://www.g2.com/de/products/datarails/reviews)

Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes.

**Average Rating:** 4.6/5.0

**Total Reviews:** 369

#### How Do G2 Users Rate Datarails?

- **War the product ein guter Geschäftspartner?:** 9.2/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.4/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.5/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Datarails?

- **Verkäufer:** [Datarails](https://www.g2.com/de/sellers/datarails)
- **Unternehmenswebsite:** www.Datarails.com
- **Gründungsjahr:** 2015
- **Hauptsitz:** New York
- **Twitter:** @datarails  
1,139 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=30d6b0b2d712838c07c40139a2e4d17093ac5445ea8a094a8862385a91871d1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F10519133%2F&secure%5Burl_type%5D=linkedin_company_website)  
397 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzvorstand, Finanzvorstand
- **Top Industries:** Finanzdienstleistungen, Krankenhaus & Gesundheitswesen
- **Company Size:** 71% Medium, 21% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Benutzerfreundlichkeit** von Datarails zur Erstellung von Berichten und zur effizienten Verwaltung von Daten.
- Benutzer schätzen die **native Excel-Integration** , da sie Arbeitsabläufe verbessert und gleichzeitig die Datenverwaltung und Benutzerfreundlichkeit gewährleistet.
- Benutzer loben Datarails für seine **Berichtseffizienz** , die eine nahtlose Datenaggregation und ein optimiertes Finanzmanagement ermöglicht.
- Benutzer schätzen die **nahtlose Datenintegration** in Datarails, die Arbeitsabläufe verbessert und gleichzeitig Genauigkeit und Compliance gewährleistet.
- Benutzer schätzen die **Effizienz** von Datarails, da es Prozesse optimiert und die finanzielle Transparenz mit automatisierten Berichten verbessert.

##### Cons

- Benutzer finden die **Lernschwierigkeit** herausfordernd, insbesondere bei der Handhabung der anfänglichen Einrichtung und der Lösung von Problemen innerhalb der Software.
- Benutzer stehen bei Datarails vor einer **steilen Lernkurve** , aber Unterstützung und Updates erleichtern den Einarbeitungsprozess.
- Benutzer sind enttäuscht von **fehlenden Funktionen** in Datarails, was ihre Fähigkeit einschränkt, die Plattform voll auszunutzen.
- Benutzer stehen bei Datarails vor einer **steilen Lernkurve** , aber Unterstützung und Updates helfen den Benutzern, sich im Laufe der Zeit anzupassen.
- Benutzer finden die **Komplexität der Backend-Prozesse** von Datarails frustrierend, was die Nachverfolgung und Fehlersuche von Daten erschwert.

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

**["Nahtlose, fehlerfreie Berichterstattung, die die Arbeit erleichtert"](https://www.g2.com/de/survey_responses/datarails-review-13067556)**

**Rating:** 5.0/5.0 stars

_— ben ._

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

**["Enorme Zeitersparnis für Journale, TB-Aktualisierungen und sofortige Transaktionslisten"](https://www.g2.com/de/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

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

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

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

### [Anaplan](https://www.g2.com/de/products/anaplan/reviews)

Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management.

**Average Rating:** 4.6/5.0

**Total Reviews:** 396

#### How Do G2 Users Rate Anaplan?

- **War the product ein guter Geschäftspartner?:** 8.6/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.8/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.8/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.6/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Anaplan?

- **Verkäufer:** [Anaplan](https://www.g2.com/de/sellers/anaplan)
- **Unternehmenswebsite:** www.anaplan.com
- **Gründungsjahr:** 2006
- **Hauptsitz:** Miami, FL
- **Twitter:** @anaplan  
21,768 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5df4592f8723e38533f1ecab2fa12590d9aa8eef50118440c432e604035341c9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fanaplan%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,836 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Manager, Seniorberater
- **Top Industries:** Informationstechnologie und Dienstleistungen, Finanzdienstleistungen
- **Company Size:** 52% Large, 34% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden die **Benutzerfreundlichkeit** von Anaplan außergewöhnlich, was die Zusammenarbeit verbessert und den Planungsprozess für alle Arten von Benutzern vereinfacht.
- Benutzer schätzen die **Flexibilität** von Anaplan, die es ermöglicht, angepasste Planungsmodelle zu erstellen, die sich an ihre einzigartigen Geschäftsanforderungen anpassen.
- Benutzer schätzen die **benutzerfreundliche Oberfläche** von Anaplan, die komplexe Planungsanwendungen in verschiedenen Anwendungsfällen vereinfacht.
- Benutzer schätzen die **Effizienz** von Anaplan, die schnelle Reaktionen auf sich ändernde Geschäftsanforderungen mit integrierten Planungslösungen ermöglicht.
- Benutzer schätzen Anaplan für seine **benutzerfreundlichen und skalierbaren Planungsfähigkeiten** , die die Entscheidungsfindung in verschiedenen Geschäftsbereichen verbessern.

##### Cons

- Benutzer kritisieren Anaplan für **begrenzten Support und hohe Kosten** , zusammen mit Leistungsproblemen, die große Datensätze und Analysen betreffen.
- Benutzer äußern Bedenken über **fehlende Funktionen** wie öffentliche APIs und schlechte Datenvisualisierung, was die allgemeine Benutzerfreundlichkeit beeinträchtigt.
- Benutzer finden die **Lernkurve steil** beim Beherrschen von Anaplan und benötigen erhebliche Zeit und Fachwissen für die optimale Nutzung.
- Benutzer erleben **Leistungsprobleme** mit Anaplan, insbesondere lange Ladezeiten bei komplexen Berechnungen und Einschränkungen im Arbeitsbereich.
- Benutzer finden einen **Mangel an Funktionen** in Anaplan und haben das Gefühl, dass wesentliche Werkzeuge entweder fehlen oder hinter Bezahlschranken liegen.

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

**["Echtzeit-, flexibles Modellieren, das die Entscheidungsfindung beschleunigt"](https://www.g2.com/de/survey_responses/anaplan-review-12715706)**

**Rating:** 4.0/5.0 stars

_— Alex P._

[Read full review](https://www.g2.com/de/survey_responses/anaplan-review-12715706)

**["Eine flexible Planungsplattform für den Unternehmenseinsatz"](https://www.g2.com/de/survey_responses/anaplan-review-12927992)**

**Rating:** 4.5/5.0 stars

_— Kumar S._

[Read full review](https://www.g2.com/de/survey_responses/anaplan-review-12927992)

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

- [Wofür wird Fluence Technologies verwendet?](https://www.g2.com/de/discussions/what-is-fluence-technologies-used-for) - 1 comment
- [Wie unterscheidet sich Anaplan?](https://www.g2.com/de/discussions/how-is-anaplan-different) - 6 comments
- [Ist Anaplan gut?](https://www.g2.com/de/discussions/is-anaplan-any-good) - 1 comment
- [What database does anaplan use?](https://www.g2.com/de/discussions/what-database-does-anaplan-use) - 3 comments
- [Was ist Anaplan-Software?](https://www.g2.com/de/discussions/what-is-anaplan-software) - 4 comments

### [Vena](https://www.g2.com/de/products/vena/reviews)

Vena is a software designed to deliver complete FP&A capabilities within the Microsoft technology ecosystem for finance and accounting teams. The software provides accelerated budget cycles, planning processes, and business-wide reporting by leveraging an agentic AI-powered, Excel-native platform with native Microsoft integrations. It automates repetitive financial workflows and reduces the time required to complete budget cycles and reporting tasks. Vena addresses the need for accessible FP&A expertise by enabling any user to independently access planning capabilities within their natural flow of work. The software supports over 2,000 companies across financial reporting, budgeting, consolidations, and performance management use cases.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

- **War the product ein guter Geschäftspartner?:** 9.1/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.9/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 9.0/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Vena?

- **Verkäufer:** [Vena Solutions](https://www.g2.com/de/sellers/vena-solutions)
- **Unternehmenswebsite:** www.venasolutions.com
- **Gründungsjahr:** 2011
- **Hauptsitz:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=383b1fe9d0294c7779819bb7d79e7b652090ff6179e08600628129546dbab776&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2281490%2F&secure%5Burl_type%5D=linkedin_company_website)  
706 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Finanzanalyst
- **Top Industries:** Informationstechnologie und Dienstleistungen, Buchhaltung
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden Vena **einfach zu bedienen** , dank seiner intuitiven Benutzeroberfläche und nahtlosen Berichtserstellung.
- Benutzer schätzen die **nahtlose Excel-Integration** von Vena, die die Benutzerfreundlichkeit und das effiziente FP&A-Management verbessert.
- Benutzer schätzen Vena für seine **einzige Wahrheitsquelle** und Flexibilität in Budgetierungs-, Prognose- und Berichterstattungsprozessen.
- Benutzer schätzen Venas **intuitive Benutzeroberfläche** , die das Finanzmanagement für alle Beteiligten einfach und beruhigend macht.
- Benutzer loben Vena für seine **effizienten Berichtsfunktionen** , die die Finanzplanung rationalisieren und die Datenanalyse erheblich verbessern.

##### Cons

- Benutzer finden die **Lernschwierigkeit** von Vena anfangs herausfordernd, aber Unterstützung erleichtert den Prozess.
- Benutzer finden die **Lernkurve herausfordernd** , insbesondere beim Einrichten von Vorlagen und beim Navigieren durch fortgeschrittene Prozesse.
- Benutzer finden die **steile Lernkurve** von Vena herausfordernd, insbesondere während der anfänglichen Einrichtung und fortgeschrittener Prozesse.
- Benutzer finden die **schwierige Lernkurve** von Vena anfangs herausfordernd und benötigen oft Zeit und Unterstützung, um sie zu überwinden.
- Benutzer erleben **lange Ladezeiten** mit Vena, insbesondere bei großen Datensätzen und Standardvorlagen, was die Effizienz beeinträchtigt.

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

**["Revolutionierte Budgetierung und Berichterstattung mit Vena"](https://www.g2.com/de/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

[Read full review](https://www.g2.com/de/survey_responses/vena-review-12854573)

**["Endlose Lösung für Finanzfachleute"](https://www.g2.com/de/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

[Read full review](https://www.g2.com/de/survey_responses/vena-review-9663699)

### [Workday Adaptive Planning](https://www.g2.com/de/products/workday-adaptive-planning/reviews)

Workday Adaptive Planning bietet Finanz- und Geschäftsführern grenzenlose Entscheidungsintelligenz mit KI-gestützter Planung, Prognose und Berichterstattung. Die Plattform verbindet Live-Daten aus jeder Kombination von ERP-, HR-, CRM-, operativen Systemen und Cloud-Datenplattformen – unabhängig davon, ob sie auf Workday laufen oder nicht – in ein einziges Planungsmodell, sodass Organisationen die Auswirkungen von Entscheidungen auf das gesamte Unternehmen sehen können, bevor sie sich festlegen. Die patentierte Elastic Hypercube Technology (EHT) treibt eine leistungsstarke In-Memory-Engine an, die komplexe, hochdimensionale Szenarien in Echtzeit berechnet, während der Planning Agent diese Modelle in leicht verständliche Erklärungen und Empfehlungen umwandelt, alles innerhalb eines verantwortungsvollen KI-Rahmens, eines Zero-Retention-Ansatzes und einer unternehmensgerechten Sicherheit.

**Average Rating:** 4.3/5.0

**Total Reviews:** 383

#### How Do G2 Users Rate Workday Adaptive Planning?

- **War the product ein guter Geschäftspartner?:** 8.5/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.1/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.5/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Workday Adaptive Planning?

- **Verkäufer:** [Workday](https://www.g2.com/de/sellers/workday)
- **Unternehmenswebsite:** www.workday.com
- **Gründungsjahr:** 2005
- **Hauptsitz:** Pleasanton, CA
- **Twitter:** @Workday  
52,273 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd66a785540877e634b92be531158613f6c4577deb190822f20bf630ff0704b9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F17719%2F&secure%5Burl_type%5D=linkedin_company_website)  
24,145 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzanalyst, Senior Financial Analyst
- **Top Industries:** Computersoftware, Informationstechnologie und Dienstleistungen
- **Company Size:** 56% Medium, 33% Large

#### What Do G2 Reviewers Say About Workday Adaptive Planning?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Benutzerfreundlichkeit** von Workday Adaptive Planning, was die täglichen Aktivitäten und die Zusammenarbeit im Team verbessert.
- Benutzer schätzen die **Effizienz** von Workday Adaptive Planning, da es Arbeitsabläufe schneller, genauer und einfacher skalierbar macht.
- Benutzer schätzen die **Integration von Finanz- und Personalplanung** in Workday Adaptive Planning, was die Zusammenarbeit und Entscheidungsfindung verbessert.
- Benutzer schätzen die **flexible und benutzerfreundliche Oberfläche** von Workday Adaptive Planning, die die Skalierbarkeit und Zusammenarbeit zwischen Teams verbessert.
- Benutzer schätzen die **Struktur, Flexibilität und Transparenz** , die Workday Adaptive Planning für Finanzplanung und Prognosen bietet.

##### Cons

- Benutzer finden, dass die **Komplexität von Konfigurationen und Integrationen** in Workday Adaptive Planning den reibungslosen Betrieb behindern kann, insbesondere für Neulinge.
- Benutzer finden den **Einrichtungs- und Integrationsprozess komplex** , was die Dateneingabe und Anpassung umständlich und zeitaufwendig macht.
- Benutzer finden den **Integrations- und Einrichtungsprozess schwierig** , was zu einer steilen Lernkurve und Herausforderungen bei der Datenverwaltung führt.
- Benutzer bemerken die **steile Lernkurve** bei Workday Adaptive Planning, was die anfängliche Effizienz und das Vertrauen in die Nutzung beeinträchtigt.
- Benutzer finden die **schwierige Anpassung** in Workday Adaptive Planning zeitaufwändig und komplex, insbesondere für einzigartige Bedürfnisse.

#### What Are Recent G2 Reviews of Workday Adaptive Planning?

**["Umfassendes EPM-Tool mit einer Lernkurve"](https://www.g2.com/de/survey_responses/workday-adaptive-planning-review-13181461)**

**Rating:** 4.5/5.0 stars

_— Sunny J._

[Read full review](https://www.g2.com/de/survey_responses/workday-adaptive-planning-review-13181461)

**["Leistungsstarke Was-wäre-wenn-Planung mit nahtlosen ERP/CRM-Verbindungen"](https://www.g2.com/de/survey_responses/workday-adaptive-planning-review-13215308)**

**Rating:** 5.0/5.0 stars

_— Shivam M._

[Read full review](https://www.g2.com/de/survey_responses/workday-adaptive-planning-review-13215308)

#### What Are G2 Users Discussing About Workday Adaptive Planning?

- [Wofür wird Workday Adaptive Planning verwendet?](https://www.g2.com/de/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes
- [Bietet Workday Personalplanung an?](https://www.g2.com/de/discussions/does-workday-do-workforce-planning) - 1 comment, 1 upvote

### [IBM Planning Analytics](https://www.g2.com/de/products/ibm-planning-analytics/reviews)

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations.

**Average Rating:** 4.4/5.0

**Total Reviews:** 222

#### How Do G2 Users Rate IBM Planning Analytics?

- **War the product ein guter Geschäftspartner?:** 8.3/10 (Category avg: 9.2/10)
- **Anpassungen:** 9.1/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.8/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind IBM Planning Analytics?

- **Verkäufer:** [IBM](https://www.g2.com/de/sellers/ibm)
- **Unternehmenswebsite:** www.ibm.com
- **Gründungsjahr:** 1911
- **Hauptsitz:** Armonk, New York, United States
- **Twitter:** @IBMSecurity  
74,660 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=14b544adaece4fdbc987f1d7f7028048c22259946811200cc751263825586af9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1009%2F&secure%5Burl_type%5D=linkedin_company_website)  
328,202 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzanalyst
- **Top Industries:** Informationstechnologie und Dienstleistungen, Finanzdienstleistungen
- **Company Size:** 51% Large, 36% Medium

#### What Do G2 Reviewers Say About IBM Planning Analytics?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer heben die **verbesserte Effizienz** von IBM Planning Analytics hervor, die Datenanalyse optimiert und manuelle Aufgaben minimiert.
- Benutzer schätzen die **Planungseffizienz** von IBM Planning Analytics, die das Datenmanagement verbessert und Budgetierungsprozesse vereinfacht.
- Benutzer schätzen die **starken Datenvisualisierungsfunktionen** , die komplexe Datenanalysen für fundierte finanzielle Entscheidungen vereinfachen.
- Benutzer schätzen die **Prognosegenauigkeit** von IBM Planning Analytics, die es ihnen ermöglicht, datenbasierte Entscheidungen effizient zu treffen.
- Benutzer schätzen die **benutzerfreundliche Oberfläche** von IBM Planning Analytics, die effizientes Modellieren und Echtzeitanalyse von Daten ermöglicht.

##### Cons

- Benutzer finden die **Lernkurve herausfordernd** , insbesondere mit der komplexen Benutzeroberfläche und der anfänglichen Einrichtung von IBM Planning Analytics.
- Benutzer stehen vor einer **herausfordernden Lernschwierigkeit** mit IBM Planning Analytics, insbesondere während der anfänglichen Einrichtung und Einarbeitung.
- Benutzer stehen bei IBM Planning Analytics vor einer **steilen Lernkurve** und empfinden es oft als komplex und wenig intuitiv für neue Benutzer.
- Benutzer finden die **Komplexität** von IBM Planning Analytics herausfordernd, insbesondere während der anfänglichen Einrichtung und Navigation für Neulinge.
- Benutzer finden die **schwierige Lernkurve** herausfordernd, insbesondere für neue Benutzer, die komplexe Funktionen und Arbeitsabläufe navigieren.

#### What Are Recent G2 Reviews of IBM Planning Analytics?

**["Leistungsstarke Planung & Prognose mit schnellen Updates und nahtloser Excel-Integration"](https://www.g2.com/de/survey_responses/ibm-planning-analytics-review-12648783)**

**Rating:** 4.5/5.0 stars

_— Himanshu J._

[Read full review](https://www.g2.com/de/survey_responses/ibm-planning-analytics-review-12648783)

**["Robust, effizient, aber komplex für neue Benutzer"](https://www.g2.com/de/survey_responses/ibm-planning-analytics-review-12802559)**

**Rating:** 4.0/5.0 stars

_— Jeanpierre L._

[Read full review](https://www.g2.com/de/survey_responses/ibm-planning-analytics-review-12802559)

#### What Are G2 Users Discussing About IBM Planning Analytics?

- [Wofür wird IBM Planning Analytics mit Watson verwendet?](https://www.g2.com/de/discussions/what-is-ibm-planning-analytics-with-watson-used-for)
- [How do you upgrade planning analytics workspace?](https://www.g2.com/de/discussions/how-do-you-upgrade-planning-analytics-workspace)
- [What is planning analytics for Excel?](https://www.g2.com/de/discussions/what-is-planning-analytics-for-excel)
- [What is IBM planning analytics workspace?](https://www.g2.com/de/discussions/what-is-ibm-planning-analytics-workspace)
- [How do I use IBM Planning Analytics?](https://www.g2.com/de/discussions/how-do-i-use-ibm-planning-analytics)

### [Martus](https://www.g2.com/de/products/martus/reviews)

Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks.

**Average Rating:** 4.7/5.0

**Total Reviews:** 99

#### How Do G2 Users Rate Martus?

- **War the product ein guter Geschäftspartner?:** 9.8/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.7/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.8/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 9.0/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Martus?

- **Verkäufer:** [Martus Solutions](https://www.g2.com/de/sellers/martus-solutions)
- **Unternehmenswebsite:** www.martussolutions.com
- **Gründungsjahr:** 2008
- **Hauptsitz:** Greenville, US
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=35be3563d1855fe34c086ffcfe83edc288f64321889e5043712ff5e0851ecb51&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1140270&secure%5Burl_type%5D=linkedin_company_website)  
49 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Non-Profit-Organisationsmanagement, Religiöse Institutionen
- **Company Size:** 50% Medium, 31% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Benutzerfreundlichkeit** von Martus und genießen seine klare Darstellung und nahtlose Integration mit Buchhaltungssystemen.
- Benutzer schätzen den **ausgezeichneten Kundensupport** von Martus, der ihr Gesamterlebnis und ihre organisatorische Effizienz verbessert.
- Benutzer schätzen die **nahtlose Integration** von Martus mit Buchhaltungssystemen, was die finanzielle Transparenz und die Budgetierungseffizienz verbessert.
- Benutzer loben das **optimierte Budgetmanagement** von Martus, das die Zeit erheblich reduziert und die Zugänglichkeit für Manager verbessert.
- Benutzer schätzen die **Budgetierungseffizienz** von Martus, die die Vorbereitungszeit erheblich verkürzt und den Zugang zu Finanzberichten verbessert.

##### Cons

- Benutzer finden die **Lernkurve herausfordernd** , was Zeit erfordert, um sich anzupassen und die Datenberichterstattung effektiv zu verstehen.
- Benutzer finden die **steile Lernkurve** von Martus herausfordernd, da sie Zeit und Mühe erfordert, um das System vollständig zu verstehen.
- Benutzer finden, dass Martus eine **ziemlich komplexe Benutzeroberfläche** hat, die die Nutzung für kleine Schulen verwirren und komplizieren kann.
- Benutzer finden die **Benutzeroberfläche verwirrend** , da die Navigation zwischen Arbeitsblättern und Filtern umständlich und unintuitiv sein kann.
- Benutzer finden, dass Martus eine **Lernschwierigkeit** hat, die Zeit erfordert, um die Funktionen zum Abrufen und Berichten von Daten zu verstehen.

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

**["Martus: Vereinfachtes, sicheres Budgetieren — Präzise Budgets mit detailliertem Zugriff"](https://www.g2.com/de/survey_responses/martus-review-13051917)**

**Rating:** 5.0/5.0 stars

_— Stephanie S._

[Read full review](https://www.g2.com/de/survey_responses/martus-review-13051917)

**["Nahtlose Buchhaltungsintegration mit einfachen Berichten, Excel-Exporten und großartigem Preis-Leistungs-Verhältnis"](https://www.g2.com/de/survey_responses/martus-review-13150999)**

**Rating:** 5.0/5.0 stars

_— Gabe R._

[Read full review](https://www.g2.com/de/survey_responses/martus-review-13150999)

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

- [Wofür wird MartusTools verwendet?](https://www.g2.com/de/discussions/what-is-martustools-used-for)

### [Planful](https://www.g2.com/de/products/planful/reviews)

Planful is a software designed to streamline business-wide planning, budgeting, consolidations, reporting, and analytics for finance teams globally. The software provides accelerated decision-making, faster financial close, and improved forecast accuracy by leveraging award-winning AI capabilities built into a cloud-based financial performance management platform. It automates planning and consolidation workflows and reduces manual cycle times across budgeting and reporting processes. Planful addresses the need for centralized financial performance management by unifying planning, reporting, and analytics in a single cloud solution used in over 100 countries. The software supports more than 1,500 customers across industries including technology, healthcare, and consumer goods, integrating financial close and performance analytics in one platform.

**Average Rating:** 4.3/5.0

**Total Reviews:** 498

#### How Do G2 Users Rate Planful?

- **War the product ein guter Geschäftspartner?:** 8.8/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.1/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.4/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Planful?

- **Verkäufer:** [Planful](https://www.g2.com/de/sellers/planful)
- **Unternehmenswebsite:** www.planful.com
- **Gründungsjahr:** 2000
- **Hauptsitz:** San Francisco, CA
- **Twitter:** @Planful  
7,546 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32a89713b1429590b80b437a9925c1b3c2477e0ec00176e87427a7f36b6bacbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fplanful-inc%2F&secure%5Burl_type%5D=linkedin_company_website)  
558 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzanalyst, Senior Financial Analyst
- **Top Industries:** Computersoftware, Krankenhaus & Gesundheitswesen
- **Company Size:** 48% Medium, 45% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer loben die **Benutzerfreundlichkeit** von Planful und heben das intuitive Design und die minimale Abhängigkeit von IT-Unterstützung hervor.
- Benutzer schätzen die **vereinfachten Berichtsfunktionen** von Planful, die die Effizienz steigern und strategische Analysen ermöglichen.
- Benutzer schätzen die **optimierte Berichterstattungseffizienz** von Planful, die den Fokus auf strategische Analyse und operative Effektivität verstärkt.
- Benutzer schätzen die **Automatisierungsfähigkeiten** von Planful, die das Datenmanagement rationalisieren und die Effizienz der Finanzanalyse verbessern.
- Benutzer schätzen Planful für sein **zentralisiertes Datenmanagement** und die Benutzerfreundlichkeit, die die Integration und Zusammenarbeit im Team verbessert.

##### Cons

- Benutzer stehen bei Planful vor einer **steilen Lernkurve** , was die anfängliche Implementierung und das Verständnis ziemlich herausfordernd macht.
- Benutzer stehen bei Planful vor einer **steilen Lernkurve** , was die anfängliche Einrichtung und das Verständnis für neue Anwender erschwert.
- Benutzer bemerken einen Mangel an **Berichts- und Dashboard-Funktionen** , was ihre Fähigkeit zur effektiven Verwaltung von Datenspeicherung und -zugriff behindert.
- Benutzer finden Planful **nicht intuitiv** und kämpfen mit der komplexen Einrichtung und der steilen Lernkurve.
- Benutzer bemerken einen Bedarf an **Verbesserungen in den Planungsmodulen** und klarerer Dokumentation, um das Gesamterlebnis zu verbessern.

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

**["Leistungsstarke Prognosen und Excel-Live-Daten, die Stunden sparen"](https://www.g2.com/de/survey_responses/planful-review-13159111)**

**Rating:** 4.5/5.0 stars

_— Verifizierter Benutzer in Freizeit, Reisen & Tourismus_

[Read full review](https://www.g2.com/de/survey_responses/planful-review-13159111)

**["Eine einzige Informationsquelle für Budgetierung und Prognosen mit automatisierter, Live-Berichterstattung"](https://www.g2.com/de/survey_responses/planful-review-13210455)**

**Rating:** 5.0/5.0 stars

_— Verifizierter Benutzer in Konsumgüter_

[Read full review](https://www.g2.com/de/survey_responses/planful-review-13210455)

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

- [What is Planful used for?](https://www.g2.com/de/discussions/what-is-planful-used-for)

### [Aleph](https://www.g2.com/de/products/getaleph/reviews)

Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights.

**Average Rating:** 4.9/5.0

**Total Reviews:** 108

#### How Do G2 Users Rate Aleph?

- **War the product ein guter Geschäftspartner?:** 9.9/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.8/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 9.2/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 9.3/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Aleph?

- **Verkäufer:** [Aleph](https://www.g2.com/de/sellers/aleph)
- **Unternehmenswebsite:** www.getaleph.com
- **Gründungsjahr:** 2020
- **Hauptsitz:** New York, US
- **Twitter:** @getaleph  
698 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=9e24d6421f157383aeb95368717ab035de0f7abeb3101652d15474c8a91d6f1c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fgetaleph%2F&secure%5Burl_type%5D=linkedin_company_website)  
96 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Finanzmanager
- **Top Industries:** Computersoftware, Finanzdienstleistungen
- **Company Size:** 82% Medium, 9% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden Aleph **intuitiv und benutzerfreundlich** , da es sich mühelos in bestehende Werkzeuge integriert und die Datenkonsolidierung optimiert.
- Benutzer finden Alephs **einfache Implementierung** beeindruckend, da es sich nahtlos in bestehende Systeme integriert und nur minimalen Einrichtungsaufwand erfordert.
- Benutzer loben den **ausgezeichneten Kundensupport** von Aleph, der stets schnelle und effektive Unterstützung bietet.
- Benutzer finden Alephs **Implementierungsleichtigkeit** außergewöhnlich, was eine schnelle Integration ohne intensiven Ressourceneinsatz ermöglicht.
- Benutzer lieben die **Excel-Integration** von Aleph, die eine schnelle Implementierung und nahtlose Datenverarbeitung ohne großen Nachbearbeitungsaufwand ermöglicht.

##### Cons

- Benutzer bemerken die **fehlenden Funktionen** in Aleph, insbesondere in Bezug auf Anpassungsmöglichkeiten und Planungsfähigkeiten für Skalierungsbedürfnisse.
- Benutzer erleben **langsame Leistung** bei komplexen Dashboards und langen Datenaktualisierungszeiten, was ihre Arbeitseffizienz beeinträchtigt.
- Benutzer haben **Störungen und Fehler** mit Aleph, was zu Unterbrechungen führt und häufige Anmeldungen erfordert, um die Funktionalität wiederherzustellen.
- Benutzer haben **Excel-Integrationsprobleme** mit Aleph und bemerken eine langsamere Leistung sowie Schwierigkeiten mit der Kompatibilität zu Google Sheets.
- Benutzer erleben frustrierende **Aktualisierungsprobleme** in Aleph, wobei Verzögerungen die Datenextraktion und die allgemeine Funktionalität beeinträchtigen.

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

**["Finanzanalyse, Budgetierung und Prognose leicht gemacht"](https://www.g2.com/de/survey_responses/aleph-review-13188949)**

**Rating:** 5.0/5.0 stars

_— Mark L._

[Read full review](https://www.g2.com/de/survey_responses/aleph-review-13188949)

**["Vereinfachte Finanzplanung mit robusten KI-Funktionen"](https://www.g2.com/de/survey_responses/aleph-review-13178690)**

**Rating:** 5.0/5.0 stars

_— Mike J._

[Read full review](https://www.g2.com/de/survey_responses/aleph-review-13178690)

### [LiveFlow](https://www.g2.com/de/products/liveflow/reviews)

LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams.

**Average Rating:** 4.9/5.0

**Total Reviews:** 332

#### How Do G2 Users Rate LiveFlow?

- **War the product ein guter Geschäftspartner?:** 9.6/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.8/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.6/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 9.1/10 (Category avg: 8.8/10)

#### Who Is the Company Behind LiveFlow?

- **Verkäufer:** [LiveFlow](https://www.g2.com/de/sellers/liveflow)
- **Unternehmenswebsite:** www.liveflow.com
- **Gründungsjahr:** 2021
- **Hauptsitz:** New York, US
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=3dbdee1577fea4a152ac18b65db58347ce68eaf1ce60c9941272301ae326afc0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fliveflow&secure%5Burl_type%5D=linkedin_company_website)  
62 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Buchhaltungsleiter, CEO
- **Top Industries:** Buchhaltung, Finanzdienstleistungen
- **Company Size:** 75% Small, 20% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer heben die **Benutzerfreundlichkeit** von LiveFlow hervor und schätzen seine intuitiven Funktionen und die nahtlose Integration mit Tabellenkalkulationen.
- Benutzer schätzen die **zeitsparenden Fähigkeiten** von LiveFlow, die eine schnelle Berichtserstellung ermöglichen und manuelle Datenaktualisierungen reduzieren.
- Benutzer schätzen die **zeitsparenden Fähigkeiten** von LiveFlow, die das Datenmanagement rationalisieren und die Berichterstattungseffizienz mühelos verbessern.
- Benutzer schätzen die **Berichtseffizienz** von LiveFlow, da sie mit schnellen, hochwertigen, anpassbaren Berichten Stunden sparen.
- Benutzer finden **LiveFlow äußerst effizient** , was die Zeit für die Finanzberichterstattung für mehrere Einheiten drastisch reduziert.

##### Cons

- Benutzer finden einen **Mangel an Drill-Down-Fähigkeiten** und fordern eine schnellere Hinzufügung neuer Funktionen in LiveFlow.
- Benutzer finden den **ineffizienten Berichterstattungs** prozess umständlich und kombinieren Berichte oft manuell für Vergleiche von Jahr zu Jahr.
- Benutzer wünschen sich mehr **Anpassungsoptionen** für Berichte und Dashboards, da sie die aktuellen Einschränkungen frustrierend finden.
- Benutzer stehen vor Herausforderungen mit **Aktualisierungsproblemen** , da die Versionsgeschichte mit häufigen Updates schwer zu navigieren wird.
- Benutzer empfinden den Service als **teuer** , insbesondere wenn nur wenige Funktionen genutzt werden, was ihn zu einer erheblichen Investition macht.

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

**["Zuverlässig, schnell und unterstützend – Liveflow ist ein Wendepunkt für die Finanzberichterstattung"](https://www.g2.com/de/survey_responses/liveflow-review-11110255)**

**Rating:** 4.5/5.0 stars

_— Zaid N._

[Read full review](https://www.g2.com/de/survey_responses/liveflow-review-11110255)

**["Echtzeit-Datenabgleich revolutioniert die Finanzberichterstattung"](https://www.g2.com/de/survey_responses/liveflow-review-12166608)**

**Rating:** 5.0/5.0 stars

_— Jessica E._

[Read full review](https://www.g2.com/de/survey_responses/liveflow-review-12166608)

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

- [Wofür wird das LiveFlow Google Sheets Add-On verwendet?](https://www.g2.com/de/discussions/what-is-liveflow-google-sheets-add-on-used-for)

### [OneStream - Unified EPM](https://www.g2.com/de/products/onestream-unified-epm/reviews)

OneStream - Unified EPM is a software designed to empower CFOs, controllers, and finance executives with a comprehensive enterprise and corporate performance management platform. The software provides unified financial consolidation, planning, forecasting, close management, and AI-driven analytics by leveraging a single extensible platform that connects financial and operational data from multiple ERP sources. It automates financial close and consolidation workflows and reduces the complexity of managing disparate planning and reporting systems. OneStream - Unified EPM addresses fragmented financial operations by unifying data quality management, scenario analysis, driver-based planning, and compliance reporting in one governed platform. The software supports over 1,700 customers including 15% of the Fortune 500, with use cases spanning FP&A, profitability analysis, ESG reporting, workforce planning, and AI-powered integrated business planning.

**Average Rating:** 4.6/5.0

**Total Reviews:** 149

#### How Do G2 Users Rate OneStream - Unified EPM?

- **War the product ein guter Geschäftspartner?:** 9.2/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.6/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.7/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.4/10 (Category avg: 8.8/10)

#### Who Is the Company Behind OneStream - Unified EPM?

- **Verkäufer:** [OneStream Software](https://www.g2.com/de/sellers/onestream-software)
- **Unternehmenswebsite:** www.onestream.com
- **Hauptsitz:** Birmingham, MI
- **Twitter:** @OneStream\_Soft  
2,189 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=336f8cb2a0834715310b64df8c0481201971efa1d8d29a41e18b8acdd34e8fb3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1244326%2F&secure%5Burl_type%5D=linkedin_company_website)  
1,701 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Herstellung, Finanzdienstleistungen
- **Company Size:** 63% Large, 28% Medium

#### What Do G2 Reviewers Say About OneStream - Unified EPM?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer finden die **Benutzerfreundlichkeit** von OneStream unschätzbar, da sie die Effizienz und das Vertrauen in das Finanzdatenmanagement verbessert.
- Benutzer schätzen die **einheitliche Plattform für Finanzdaten** , die Kommunikation und Konsolidierung für nahtloses Reporting optimiert.
- Benutzer schätzen die **Flexibilität** von OneStream, die maßgeschneiderte Lösungen ermöglicht, die den unterschiedlichen organisatorischen Anforderungen gerecht werden.
- Benutzer schätzen die **Echtzeit-Berichtsfunktionen** von OneStream, die ihre Entscheidungsfindung mit sofortigen Einblicken verbessern.
- Benutzer schätzen die **einzige Plattform** , die Konsolidierung, Planung und Berichterstattung für ein nahtloses Finanzmanagement integriert.

##### Cons

- Benutzer finden die **Lernschwierigkeit** von OneStream erheblich und empfehlen oft Schulungen für ein besseres Verständnis und eine bessere Nutzung.
- Benutzer stehen bei OneStream vor einer **steilen Lernkurve** , was umfangreiche Schulungen für eine effektive Nutzung und Akzeptanz erfordert.
- Benutzer finden die **Lernkurve steil** und empfehlen Schulungen aufgrund der einschüchternden und nicht intuitiven Benutzeroberfläche für neue Benutzer.
- Benutzer finden die **Komplexität** von OneStream herausfordernd, insbesondere beim Erstellen von Dashboards und beim Schreiben von Business-Regeln ohne Vorkenntnisse.
- Benutzer finden, dass **Dashboard-Einschränkungen** die Leistung beeinträchtigen, was es schwierig macht, es direkt nach dem Auspacken effektiv zu nutzen.

#### What Are Recent G2 Reviews of OneStream - Unified EPM?

**["AVP, Technik"](https://www.g2.com/de/survey_responses/onestream-unified-epm-review-12716812)**

**Rating:** 4.0/5.0 stars

_— Damaris D._

[Read full review](https://www.g2.com/de/survey_responses/onestream-unified-epm-review-12716812)

**["OneStream Bewertung"](https://www.g2.com/de/survey_responses/onestream-unified-epm-review-7860983)**

**Rating:** 5.0/5.0 stars

_— Tahir H._

[Read full review](https://www.g2.com/de/survey_responses/onestream-unified-epm-review-7860983)

#### What Are G2 Users Discussing About OneStream - Unified EPM?

- [What does OneStream XF stand for?](https://www.g2.com/de/discussions/what-does-onestream-xf-stand-for) - 2 comments
- [Was ist das OneStream Excel-Add-In?](https://www.g2.com/de/discussions/what-is-onestream-excel-add-in) - 1 comment
- [Is OneStream an ERP?](https://www.g2.com/de/discussions/is-onestream-an-erp) - 2 comments
- [Was für ein System ist OneStream?](https://www.g2.com/de/discussions/what-type-of-system-is-onestream) - 2 comments

### [Workiva](https://www.g2.com/de/products/workiva-workiva/reviews)

Workiva is a software designed to power transparent regulatory, financial, and ESG reporting for enterprises navigating complex disclosure requirements. The software provides streamlined reporting workflows, connected data management, and cross-team collaboration by leveraging a cloud-based platform built to ensure consistency across financial and non-financial disclosures. It automates the linking of data across reports and documents and reduces the manual effort required to maintain consistency during financial close and reporting cycles. Workiva addresses the complexity of multi-stakeholder reporting by connecting data and teams in a single governed platform that meets regulatory and ESG disclosure standards. The software supports use cases across financial reporting, ESG disclosure, audit management, and compliance for enterprise and mid-market organizations.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,131

#### How Do G2 Users Rate Workiva?

- **War the product ein guter Geschäftspartner?:** 8.9/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.2/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.1/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.7/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Workiva?

- **Verkäufer:** [Workiva](https://www.g2.com/de/sellers/workiva)
- **Unternehmenswebsite:** www.workiva.com
- **Gründungsjahr:** 2008
- **Hauptsitz:** Ames, Iowa
- **Twitter:** @Workiva  
5,277 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=6236d08f97795a846575edb90502566e63c4d9d23f3ab93dcc63f43bc41d9d24&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F732400%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,300 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzberichterstattungsmanager, Senior Buchhalter
- **Top Industries:** Buchhaltung, Finanzdienstleistungen
- **Company Size:** 57% Large, 28% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **benutzerfreundliche Oberfläche** von Workiva, die tägliche Aufgaben und die allgemeine Effizienz erheblich verbessert.
- Benutzer schätzen die **Echtzeit-Zusammenarbeits** funktionen von Workiva, die Teamarbeit verbessern und eine einzige Informationsquelle gewährleisten.
- Benutzer schätzen die **intuitive Benutzeroberfläche und starke Integration** von Workiva, die die Effizienz der Dokumentation und des Kontrollmanagements verbessert.
- Benutzer schätzen die **Echtzeit-Zusammenarbeits** funktionen von Workiva, die die Effizienz steigern und das Berichtswesen für Teams optimieren.
- Benutzer schätzen die **starke Integration von Berichterstattung** , die Compliance und Analysen intuitiv und effizient macht.

##### Cons

- Benutzer bemerken die **fehlenden Funktionen** in Workiva, wie Integrationsoptionen und einen Mangel an Automatisierung bei Genehmigungen.
- Benutzer finden die **Lernkurve herausfordernd** , insbesondere für diejenigen, die weniger mit Technologie vertraut sind und eine dedizierte Trainingszeit benötigen.
- Benutzer finden die **Lernschwierigkeit** erheblich, was Zeit erfordert, um sich anzupassen und die Module der Plattform zu verstehen.
- Benutzer finden die **eingeschränkte Funktionalität** von Workiva im Vergleich zu Konkurrenten wie Excel mangelhaft an fortgeschrittenen Funktionen.
- Benutzer finden die **Fähigkeiten von Workiva im Workflow-Management mangelhaft** im Vergleich zu Excel oder Word und benötigen weitere Entwicklung.

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

**["Optimierte Berichterstellung mit Excel-Integration"](https://www.g2.com/de/survey_responses/workiva-review-12603376)**

**Rating:** 4.5/5.0 stars

_— Michelle L._

[Read full review](https://www.g2.com/de/survey_responses/workiva-review-12603376)

**["Vereinfachtes Berichtswesen mit Verbesserungspotential"](https://www.g2.com/de/survey_responses/workiva-review-4678942)**

**Rating:** 4.0/5.0 stars

_— Chad B._

[Read full review](https://www.g2.com/de/survey_responses/workiva-review-4678942)

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

Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations.

**Average Rating:** 4.6/5.0

**Total Reviews:** 270

#### How Do G2 Users Rate Velixo?

- **War the product ein guter Geschäftspartner?:** 9.3/10 (Category avg: 9.2/10)
- **Anpassungen:** 7.3/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 7.4/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 7.9/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Velixo?

- **Verkäufer:** [Velixo](https://www.g2.com/de/sellers/velixo)
- **Unternehmenswebsite:** www.velixo.com
- **Gründungsjahr:** 2017
- **Hauptsitz:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c92a8c3dbff50a013fbb2a7a8428f857567219ebed023874f7a47a04816ae93c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvelixo%2F&secure%5Burl_type%5D=linkedin_company_website)  
63 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, Finanzvorstand
- **Top Industries:** Bauwesen, Buchhaltung
- **Company Size:** 60% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Benutzerfreundlichkeit** von Velixo, da es sich nahtlos in das vertraute Excel für effizientes Reporting integriert.
- Benutzer schätzen die **nahtlose Excel-Integration** von Velixo, die Echtzeitzugriff auf Daten und effizientes Berichtswesen ermöglicht.
- Benutzer schätzen die **Berichtseffizienz** von Velixo und genießen eine optimierte Datenverwaltung und Echtzeiteinblicke in Excel.
- Benutzer schätzen die **Excel-Funktionalität** von Velixo, da sie nahtlose Integration und Echtzeitzugriff auf Daten für effizientes Reporting genießen.
- Benutzer schätzen die **zeitsparenden Fähigkeiten** von Velixo, die die Erstellung von Berichten und die Aktualisierung von Daten erheblich reduzieren.

##### Cons

- Benutzer erleben **Excel-Integrationsprobleme** , was es schwierig macht, Velixo effektiv zu verbinden und zu nutzen.
- Benutzer bemerken eine herausfordernde **Lernkurve** , insbesondere für diejenigen, die mit Excel oder ERP-Systemen nicht vertraut sind.
- Benutzer finden die **Komplexität der Formeln** in Velixo herausfordernd, was das Reporting schwieriger macht als nötig.
- Benutzer berichten von **Aktualisierungsproblemen** mit Velixo und weisen auf längere Wartezeiten sowie gelegentliche technische Fehler hin, die die Benutzerfreundlichkeit beeinträchtigen.
- Benutzer erleben **langsame Leistung** mit Velixo, insbesondere wenn mehrere Benutzer gleichzeitig auf Daten zugreifen, was die Effizienz beeinträchtigt.

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

**["Einfache, leistungsstarke Berichterstellung, sobald Sie Velixo-Formeln gelernt haben"](https://www.g2.com/de/survey_responses/velixo-review-12590124)**

**Rating:** 5.0/5.0 stars

_— Karen M._

[Read full review](https://www.g2.com/de/survey_responses/velixo-review-12590124)

**["Velixo macht die Dimensionenberichterstattung von Sage Intacct einfach und leistungsstark."](https://www.g2.com/de/survey_responses/velixo-review-13208144)**

**Rating:** 5.0/5.0 stars

_— Chad R._

[Read full review](https://www.g2.com/de/survey_responses/velixo-review-13208144)

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

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

### [Intuit Enterprise Suite](https://www.g2.com/de/products/intuit-intuit-enterprise-suite/reviews)

Intuit Enterprise Suite ist eine moderne, intelligente ERP-Lösung, die für größere, wachsende Unternehmen entwickelt wurde, die über grundlegende Finanzwerkzeuge hinausgewachsen sind, aber nicht die Kosten, Komplexität oder Störungen traditioneller ERP-Systeme wünschen. Es ist eine All-in-One-Plattform, die über die grundlegende Buchhaltung hinausgeht und eine einheitliche Lösung bietet, die Abläufe optimieren und die Rentabilität verbessern kann. Im Gegensatz zu herkömmlichen ERPs, die oft schwer zu implementieren und zu warten sind, ist Intuit Enterprise Suite einfach zu bedienen und skalierbar. Es nutzt Intuits langjährige Erfahrung in Finanzwerkzeugen, wodurch der Übergang für Unternehmen, die bereits mit den Produkten des Unternehmens vertraut sind, wie eine natürliche Weiterentwicklung erscheint. Ein wesentlicher Unterschied der Intuit Enterprise Suite ist die Integration von künstlicher Intelligenz. Durch die Nutzung von KI, die auf jahrzehntelangen anonymisierten Finanzdaten basiert, bietet die Plattform automatisierte, "für Sie erledigte" Erlebnisse und intelligente Geschäftseinblicke. Dies hilft Unternehmen, sich von den fragmentierten und manuellen Arbeitsabläufen zu lösen, die oft das Wachstum behindern, und ermöglicht es ihnen, sich auf strategische Initiativen zu konzentrieren und klügere Entscheidungen zu treffen. Hauptmerkmale: - Eine verbundene Plattform: Die Lösung dient als einheitliche Plattform, die verschiedene Geschäftsbereiche konsolidiert, einschließlich Finanzmanagement, Lohnabrechnung, Zahlungen, Personal und Marketing. Dieser All-in-One-Ansatz hilft mittelständischen Unternehmen, die oft eine Sammlung von unterschiedlichen Anwendungen verwalten, was zu Datensilos und erhöhten Kosten führt. Durch die Zusammenführung aller Bereiche hilft die Intuit Enterprise Suite, die Gesamtkosten des Eigentums zu senken und Arbeitsabläufe zu optimieren. - Automatisierung und Intelligenz: Die tiefe Integration von künstlicher Intelligenz in das Produkt ist ein bedeutender Unterschied in den Bereichen Buchhaltung, Finanzplanung, Projektmanagement und Zahlungen. Basierend auf Intuits umfangreicher Grundlage von Finanzdaten gehen die KI-Fähigkeiten über einfache Automatisierung hinaus und bieten proaktive, "für Sie erledigte" Erlebnisse und intelligente Einblicke. - Verwaltung mehrerer Einheiten: Für Unternehmen mit mehreren Einheiten oder Tochtergesellschaften bietet die Intuit Enterprise Suite robuste Fähigkeiten zur Verwaltung mehrerer Einheiten. Dazu gehört die Möglichkeit, konzerninterne Transaktionen zu verwalten und konsolidierte Finanzberichte zu erstellen, was eine einzige Quelle der Wahrheit und einen umfassenden Überblick über die Leistung der gesamten Organisation bietet. - Einfach zu bedienen, skalierbar: Ein vertrautes, intuitives Design erleichtert die Einführung, während fortschrittliche Funktionen wie die Verwaltung mehrerer Einheiten und konsolidierte Berichterstattung den Unternehmen das Vertrauen geben, zu wachsen. QuickBooks-Kunden können nahtlos migrieren.

**Average Rating:** 4.6/5.0

**Total Reviews:** 41

#### How Do G2 Users Rate Intuit Enterprise Suite?

- **War the product ein guter Geschäftspartner?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Intuit Enterprise Suite?

- **Verkäufer:** [Intuit](https://www.g2.com/de/sellers/intuit)
- **Unternehmenswebsite:** www.intuit.com
- **Gründungsjahr:** 1983
- **Hauptsitz:** Mountain View, California
- **Twitter:** @Intuit  
80,559 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=13a6ad416b56b292be5f1467d5896e2534fe52e2e6b387b2ceb4600a4cb1b75a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1666%2F&secure%5Burl_type%5D=linkedin_company_website)  
18,185 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Bauwesen
- **Company Size:** 68% Small, 29% Medium

#### What Do G2 Reviewers Say About Intuit Enterprise Suite?

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen das **intuitive und benutzerfreundliche Design** der Intuit Enterprise Suite, das die Finanzverwaltung und Berichterstattung vereinfacht.
- Benutzer schätzen die **Effizienz** der Intuit Enterprise Suite und stellen fest, dass sie das Finanzmanagement und die Berichterstattung erheblich vereinfacht.
- Benutzer schätzen den **einfachen Zugang** , den die Intuit Enterprise Suite bietet, da er den Arbeitsablauf verbessert und erheblich Zeit spart.
- Benutzer genießen das **einfache Management** der Intuit Enterprise Suite, was die Effizienz des Workflows und die Organisation über mehrere Einheiten hinweg verbessert.
- Benutzer schätzen die **funktionsreiche Natur** der Intuit Enterprise Suite, die das Finanzmanagement und die betriebliche Effizienz effektiv verbessert.

##### Cons

- Benutzer erleben oft **lange Ladezeiten** für Berichte, was ihre Gesamteffizienz mit Intuit Enterprise Suite beeinträchtigen kann.
- Benutzer finden die **komplexen Funktionen** manchmal überwältigend, besonders wenn sie einfache Aufgaben ausführen müssen.
- Benutzer finden die **komplexe Benutzerfreundlichkeit** manchmal überwältigend, insbesondere bei einfachen Aufgaben und langsamen Berichtsladevorgängen.
- Benutzer finden, dass die **überwältigende Vielzahl von Funktionen** einfache Aufgaben komplizieren und die Ladezeiten von Berichten verlangsamen kann.
- Benutzer sind frustriert über den **komplizierten Zusammenführungsprozess** bei der Verwendung mehrerer Klassen, was zu Verzögerungen und Ineffizienzen führt.

#### What Are Recent G2 Reviews of Intuit Enterprise Suite?

**["Robuste Buchhaltung mit geringfügigen Verbesserungen erforderlich"](https://www.g2.com/de/survey_responses/intuit-enterprise-suite-review-13178968)**

**Rating:** 4.5/5.0 stars

_— RD H._

[Read full review](https://www.g2.com/de/survey_responses/intuit-enterprise-suite-review-13178968)

**["IES reduziert die Buchhaltungszeit drastisch mit klarer Intercompany- und konsolidierter Berichterstattung"](https://www.g2.com/de/survey_responses/intuit-enterprise-suite-review-13178869)**

**Rating:** 4.5/5.0 stars

_— Elaine S._

[Read full review](https://www.g2.com/de/survey_responses/intuit-enterprise-suite-review-13178869)

### [Fathom](https://www.g2.com/de/products/fathom/reviews)

Fathom bietet eine Suite von tiefgehenden Analysetools und Metriken, die Ihnen helfen, genau zu sehen, wie gut Ihr Unternehmen abschneidet. Diese Tools und Metriken helfen, Rentabilität, Cashflow, Wachstum und andere wichtige Leistungsindikatoren (KPIs) zu bewerten. Fathom integriert sich nahtlos mit Xero, QuickBooks Online/Desktop, Sage und MYOB; oder importieren Sie Daten über Excel & Google Sheets. Erstellen Sie schöne Berichte und Dashboards: Egal, ob Sie einem Kunden präsentieren, Investoren berichten oder Ihr Management-Team aktualisieren, mit Fathom sind Sie immer vorbereitet. Planen Sie mit Cashflow-Prognosen: Fathom kombiniert Geschäftsplanung mit einer leistungsstark einfachen Drei-Wege-Cashflow-Prognose-Software. Konsolidierte Berichterstattung... leicht gemacht: Fathom ermöglicht es Ihnen, Ihre verbundenen Unternehmen zusammenzufassen, um konsolidierte Berichte für eine Organisation zu erstellen. Zusätzlich zur Berichterstattung für ein einzelnes Unternehmen können Sie leicht die Leistung einer Gruppe verfolgen und überwachen, zu der ein Unternehmen gehört. Benchmarking im Handumdrehen: Fathom hilft Ihnen, Ihre Unternehmen, Kunden oder Franchise-Nehmer einfach zu vergleichen, zu bewerten und zu benchmarken. Erhalten Sie einen klaren Überblick mit dem Insights-Dashboard: Wenn Sie ein Portfolio von Kunden oder mehrere Geschäftseinheiten verwalten, umfasst das Insights-Dashboard wichtige Finanzkennzahlen, die Ihnen helfen, die Leistung zu überwachen und Chancen auf einen Blick zu erkennen.

**Average Rating:** 4.7/5.0

**Total Reviews:** 114

#### How Do G2 Users Rate Fathom?

- **War the product ein guter Geschäftspartner?:** 9.3/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.6/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 7.8/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.5/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Fathom?

- **Verkäufer:** [Fathom Applications](https://www.g2.com/de/sellers/fathom-applications)
- **Unternehmenswebsite:** www.fathomhq.com
- **Gründungsjahr:** 2010
- **Hauptsitz:** Brisbane, QLD
- **Twitter:** @fathomhq  
7,396 Twitter-Follower
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4a8b5fdfeeae36150f3a7fb38ca26a322102316ed6e6d5c7b62b3878305f32bd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2631592%2F&secure%5Burl_type%5D=linkedin_company_website)  
69 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Finanzcontroller
- **Top Industries:** Buchhaltung, Informationstechnologie und Dienstleistungen
- **Company Size:** 58% Small, 33% Medium

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer lieben die **intuitiven und flexiblen Funktionen** von Fathom, die die Klarheit der Berichterstattung und die betriebliche Einsicht verbessern.
- Benutzer finden Fathom **intuitiv und leistungsstark** , was mühelose Finanzplanung und optimierte Berichterstattungsprozesse ermöglicht.
- Benutzer schätzen die **vielseitigen Berichtsfunktionen** von Fathom, die Klarheit und Effizienz in ihren finanziellen Einblicken verbessern.
- Benutzer schätzen den **schnellen und hilfreichen Kundensupport** von Fathom, was ihre Gesamterfahrung mit dem Produkt verbessert.
- Benutzer loben Fathom für seine **Berichtseffizienz** , die genaue Entscheidungen durch optisch ansprechende und flexible Berichte ermöglicht.

##### Cons

- Benutzer finden **fehlende Funktionen** in Fathom, insbesondere Probleme mit Budget-Uploads und fehlender Integration benutzerdefinierter KPIs.
- Benutzer haben Schwierigkeiten mit **Upload-Problemen** , da sie das Excel-Format umständlich finden und die Automatisierung für das Budgetmanagement fehlt.
- Benutzer finden **die Anpassung schwierig** in Fathom und wünschen sich mehr Flexibilität bei den Berichts- und Datenpräsentationsoptionen.
- Benutzer finden **Importprobleme** frustrierend, da nahtlose Datenuploads und Budgetierung mühsam und fehleranfällig sein können.
- Benutzer sind der Meinung, dass Fathom **Verbesserungen in der Strukturklarheit und grafischen Darstellung** für eine bessere Berichterstattung und Benutzererfahrung benötigt.

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

**["Mühelose Berichterstattung mit atemberaubender Klarheit"](https://www.g2.com/de/survey_responses/fathom-review-13092549)**

**Rating:** 5.0/5.0 stars

_— Kara T._

[Read full review](https://www.g2.com/de/survey_responses/fathom-review-13092549)

**["Einfache QuickBooks-Integration mit außergewöhnlicher Berichterstattung und KPI-Verfolgung"](https://www.g2.com/de/survey_responses/fathom-review-12952998)**

**Rating:** 5.0/5.0 stars

_— Nancy L._

[Read full review](https://www.g2.com/de/survey_responses/fathom-review-12952998)

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

Pigment is a software designed to support AI-powered business planning and performance management for enterprise finance, sales, and supply chain teams. The software provides dynamic modeling, autonomous AI agents, and intuitive scenario planning by leveraging a platform built to handle the complexity of cross-functional enterprise planning. It automates plan updates and forecast generation and reduces the time teams spend manually building and adjusting financial models. Pigment addresses the challenge of slow, disconnected planning across business functions by combining AI-driven insight with an intuitive user experience that enables confident decision-making. The software supports use cases across financial planning, sales planning, supply chain planning, and performance management for mid-market and enterprise companies including Unilever, Snowflake, Siemens, and Anthropic.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **War the product ein guter Geschäftspartner?:** 9.6/10 (Category avg: 9.2/10)
- **Anpassungen:** 8.9/10 (Category avg: 8.8/10)
- **Budget-Hierarchien:** 8.7/10 (Category avg: 8.8/10)
- **Abweichungsanalyse:** 8.8/10 (Category avg: 8.8/10)

#### Who Is the Company Behind Pigment?

- **Verkäufer:** [Pigment](https://www.g2.com/de/sellers/pigment)
- **Unternehmenswebsite:** www.pigment.com
- **Gründungsjahr:** 2019
- **Hauptsitz:** Paris, FR
- **LinkedIn®-Seite:** [www.linkedin.com](https://www.g2.com/de/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=d770bdb2e5f182826ec4fcb9c9d65babf288c41472a69e576cc19f3345e728d0&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpigment%2F&secure%5Burl_type%5D=linkedin_company_website)  
711 Mitarbeiter\*innen auf LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** FP&A-Manager
- **Top Industries:** Computersoftware, Finanzdienstleistungen
- **Company Size:** 73% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Benutzer schätzen die **Flexibilität** von Pigment, die maßgeschneiderte Modelle ermöglicht, die sich anpassen, wenn sich die Geschäftsanforderungen ändern.
- Benutzer schätzen die **Flexibilität und Multidimensionalität** von Pigment, die effektives Modellieren und Echtzeit-Berichterstattung ermöglichen.
- Benutzer schätzen den **schnellen und effizienten Kundensupport** von Pigment, der bei der schnellen Lösung von Problemen hilft.
- Benutzer schätzen die **Benutzerfreundlichkeit** von Pigment, da sie die Benutzeroberfläche als intuitiv empfinden und der Support leicht verfügbar ist.
- Benutzer schätzen die **nahtlose Automatisierung** von Pigment, die eine effiziente Datenverarbeitung und schnelle Integration über verschiedene Einheiten hinweg ermöglicht.

##### Cons

- Benutzer stehen vor Herausforderungen mit **Datenungenauigkeit** aufgrund unvollständiger Datensätze und manueller Verfügbarkeit, die die Berichterstattungseffizienz behindern.
- Benutzer finden die **Formeln komplex** , was zu Herausforderungen bei Berechnungen und API-Verwaltung in Pigment führt.
- Benutzer finden die **komplexe Einrichtung** von Pigment starr und wünschen sich einfachere Optionen zur API-Verwaltung.
- Benutzer haben oft **Verbindungsprobleme** mit Pigment, insbesondere wenn sie mit großen Datenmengen arbeiten.
- Benutzer finden die **Formelbeschränkungen** herausfordernd, was zu Komplexität in Berechnungen und langsameren Prognosen führt.

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

**["Power Pivot auf Steroiden—Intuitive, moderne Planung mit Echtzeit-Zusammenarbeit"](https://www.g2.com/de/survey_responses/pigment-review-12511185)**

**Rating:** 5.0/5.0 stars

_— Maria M._

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

**["Einfach zu bedienende, visuell klare Dashboards mit leistungsstarken Filterfunktionen"](https://www.g2.com/de/survey_responses/pigment-review-12723711)**

**Rating:** 4.5/5.0 stars

_— Gowtham R._

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

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[Browse Budgeting and Forecasting Themes](/categories/budgeting-and-forecasting/themes)

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

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

Updated June 24, 2026

Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance.

These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis.

Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy.

To qualify for inclusion in the Budgeting and Forecasting category, a product must:

- Create and manage organizational, project-based, or operational budgets
- Allow users to create and manage multiple budget and forecast versions
- Generate financial forecasts using historical, operational, or user-defined planning data
- Compare budgeted or forecasted results against actual financial health
- Consolidate budgets and forecasts across multiple departments, business units, projects, or entities
- Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes
- Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards

Top Tools at a Glance

| Product | Best for | User Review |
| --- | --- | --- |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_ee74cc542892f17dc5873ec632e4f9aa/datarails.png "Product Avatar Image")](https://www.g2.com/products/datarails/reviews)[Datarails](https://www.g2.com/products/datarails/reviews)[4.6/5(370)](https://www.g2.com/products/datarails/reviews) | Excel-native multi-source budgeting and consolidation | "Seamless, Faultless Reporting That Makes Work Easier" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_517cee48d5c61ab3a3a6863407369c44/anaplan.jpeg "Product Avatar Image")](https://www.g2.com/products/anaplan/reviews)[Anaplan](https://www.g2.com/products/anaplan/reviews)[4.6/5(462)](https://www.g2.com/products/anaplan/reviews) | Cross-functional connected budgeting and scenario forecasting | "Real-Time, Flexible Modeling That Speeds Up Decision-Making" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_b2b0e1f3339e386d182b694e59794ae7/vena.jpg "Product Avatar Image")](https://www.g2.com/products/vena/reviews)[Vena](https://www.g2.com/products/vena/reviews)[4.5/5(479)](https://www.g2.com/products/vena/reviews) | Excel-native FP&A with centralized version control | "Revolutionized Budgeting and Reporting with Vena" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_24bb2b0b5af8e7d875ea09d767bcb097/ibm-planning-analytics.jpg "Product Avatar Image")](https://www.g2.com/products/ibm-planning-analytics/reviews)[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)[4.4/5(257)](https://www.g2.com/products/ibm-planning-analytics/reviews) | Multidimensional budgeting with in-memory scenario modeling | "Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0dbbd1ff53f62ba20d475e6bdfd81585/martus.png "Product Avatar Image")](https://www.g2.com/products/martus/reviews)[Martus](https://www.g2.com/products/martus/reviews)[4.7/5(100)](https://www.g2.com/products/martus/reviews) | Collaborative department budgeting with Sage Intacct integration | "Martus: Streamlined, Secure Budgeting — Accurate Budgets with Granular Access" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cbd7648404f56d89a63a63d0591a135d/planful.png "Product Avatar Image")](https://www.g2.com/products/planful/reviews)[Planful](https://www.g2.com/products/planful/reviews)[4.3/5(507)](https://www.g2.com/products/planful/reviews) | Excel-to-centralized budgeting and consolidation workflows | "Powerful Forecasting and Excel Live Data That Saves Hours" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_cab151f69c3b86f239f480e2bb71db79/getaleph.png "Product Avatar Image")](https://www.g2.com/products/getaleph/reviews)[Aleph](https://www.g2.com/products/getaleph/reviews)[4.9/5(108)](https://www.g2.com/products/getaleph/reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "Financial Analysis, Budgeting, and Forecasting Made Easy" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_0448fe5dfcb25a1914a15bd11c9e239d/liveflow.jpg "Product Avatar Image")](https://www.g2.com/products/liveflow/reviews)[LiveFlow](https://www.g2.com/products/liveflow/reviews)[4.9/5(332)](https://www.g2.com/products/liveflow/reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting" |
| [![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_992940c2b3cb4d56fb6f644e038fc96a/onestream-unified-epm.png "Product Avatar Image")](https://www.g2.com/products/onestream-unified-epm/reviews)[OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews)[4.6/5(160)](https://www.g2.com/products/onestream-unified-epm/reviews) | Multi-source consolidation with unified budgeting and forecasting | "AVP, Engineering" |

* * *

Show More

### Budgeting and Forecasting Topics

- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

[
### Budgeting and Forecasting Topics
Expand/Collapse ](#)
- [Budgeting and Forecasting Software Buying Insights at a Glance](#budgeting-and-forecasting-software-buying-insights-at-a-glance)
- [What are the top-reviewed budgeting and forecasting software on G2?](#what-are-the-top-reviewed-budgeting-and-forecasting-software-on-g2)
- [What I Often See in Budgeting and Forecasting Software](#what-i-often-see-in-budgeting-and-forecasting-software)
- [My expert takeaway on budgeting and forecasting software in 2026](#my-expert-takeaway-on-budgeting-and-forecasting-software-in-2026)
- [Budgeting and Forecasting Software FAQs](#budgeting-and-forecasting-software-faqs)
- [Most Popular FAQs](#most-popular-faqs)
- [Small Business FAQs](#small-business-faqs)
- [Enterprise FAQs](#enterprise-faqs)
- [Sources](#sources)

## Learn More About Budgeting and Forecasting Software

### **Budgeting and Forecasting Software Buying Insights at a Glance**

[Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation.

As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows.

Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured.

The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation.

Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs. 

Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows.

Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements.

**Top 5 FAQs from budgeting and forecasting software buyers**

- How do budgeting and forecasting systems improve financial planning accuracy?
- What features should teams evaluate when choosing the best budgeting and forecasting software?
- How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)?
- What level of automation do budgeting and planning software solutions offer for reporting?
- How scalable is budgeting and forecasting software for multi-entity organizations?

G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews).

### What are the top-reviewed budgeting and forecasting software on G2?

[Anaplan](https://www.g2.com/products/anaplan/reviews)

- Number of Reviews: 283
- Satisfaction Score: 98
- Market Presence Score: 85
- G2 Score: 92

[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

- Number of Reviews: 85
- Satisfaction Score: 69
- Market Presence Score: 99
- G2 Score: 84

[Vena](https://www.g2.com/products/vena/reviews)

- Number of Reviews: 297
- Satisfaction Score: 87
- Market Presence Score: 70
- G2 Score: 78

[Planful](https://www.g2.com/products/planful/reviews)

- Number of Reviews: 292
- Satisfaction Score: 84
- Market Presence Score: 68
- G2 Score: 76

[Workiva](https://www.g2.com/products/workiva-workiva/reviews)

- Number of Reviews: 120
- Satisfaction Score: 82
- Market Presence Score: 66
- G2 Score: 74

Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports))

Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports))

G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports))

Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies))

### What I Often See in Budgeting and Forecasting Software

#### Pros: What I See Users Consistently Appreciating

- **Excel-native architecture preserving familiar workflows while adding automation layers**

_“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._

_From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review

- **Real-time financial data consolidation, eliminating manual aggregation across systems**

_“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review

- **Customizable reporting frameworks adapting to company-specific KPIs and structures**

_“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _

_One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review

#### Cons: Where I See Many Platforms Falling Short

- **Steep learning curve requiring weeks of training for advanced modeling features**

_“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review

- **Performance degradation when processing large multi-year datasets or complex formulas**

_“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review

- **Reporting interface complexity demanding extensive configuration for custom dashboard builds**

_“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review

### My expert takeaway on budgeting and forecasting software in 2026

Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow.

Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift.

I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions.

Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction.

If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations.

### Budgeting and Forecasting Software FAQs

#### **What is the best budgeting and forecasting software for enterprises?**

Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations.
- [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features.
- [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows.

#### **Which budgeting software integrates with ERP systems?**

ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews).
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting.

#### **Which budgeting platform provides real-time variance reporting?**

Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration.

#### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?**

Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include:

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration.
- [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities.
- [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios.

#### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?**

Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include:

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison.
- [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models.

#### **What is the best budgeting and forecasting software for small businesses?**

Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include:

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup.
- [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses.

### Most Popular FAQs

#### What is budgeting and forecasting software?

Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles.

#### Which budgeting and forecasting software has the best reviews?

The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel.
- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments.
- [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product.
- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point.

#### What is the difference between budgeting and forecasting?

Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it.

#### Which budgeting platform provides real-time variance reporting?

Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2.

- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close.
- [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry.
- [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted.

#### Which budgeting software integrates with ERP systems?

ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools.
- [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities.
- [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator.

### Small Business FAQs

#### What is the most affordable budgeting and forecasting software for small businesses?

Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business).

- [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach.
- [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report.
- [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost.

#### What is the best budgeting and forecasting software for startups?

Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire. 

- [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption.
- [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks.
- [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process.

#### Which budgeting and forecasting tool is the most user-friendly for small teams?

Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training.

- [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams.
- [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup.
- [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting.

#### What is the best budgeting software for non-profits and mission-driven organizations?

Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting.

- [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences.
- [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build.
- [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing.

#### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows?

The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation.

### Enterprise FAQs

#### What is the best-rated budgeting and forecasting software for tech enterprises?

Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise).

- [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment.
- [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments.

#### What is the most reliable budgeting and forecasting platform for enterprises?

Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles.

- [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously.
- [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities.
- [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator.

#### What is the best-reviewed budgeting and forecasting software for enterprise app integration?

ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports.

- [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption.
- [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models.
- [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor.

#### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale?

Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons.

- [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model.
- [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities.
- [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in.

#### What do enterprise buyers most commonly dislike about budgeting and forecasting software?

The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach.

### Sources

1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies)
2. [G2 Market Presence Score Overview](https://www.g2.com/reports)

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

Last updated on: April 23, 2026