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Best FP&A Software

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

FP&A (financial planning and analysis) software aligns financial management with broader strategic business strategies. It enables accurate financial planning, forecasting, and budgeting to support decision-making while helping businesses meet their goals. Financial analysts, managers, and CFOs primarily use this software within finance departments. However, it’s also used by executives and department heads to view financial insights to help create operational and strategic decisions across an organization to align with overall corporate strategies. Businesses use FP&A software to address challenges with financial planning by automating workflows, linking data from disparate systems, and offering real-time reporting. This software usually integrates with accounting software, ERP systems, CRM software, and other business tools to pull in financial, operational, and sales data. FP&A software is often interchangeable with CPM (corporate performance management) software because they both aim to support strategic financial decisions, improve financial processes, and monitor the performance of business activities.

To qualify for inclusion in the FP&A category, a product must:

Provide budgeting and forecasting tools
Integrate with ERP, CRP, Accounting, or other business tools
Provide financial statements, reports, and dashboards
Track key performance indicators (KPIs) relative to corporate business objectives
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Featured FP&A Software At A Glance

Leader:
Highest Performer:
Easiest to Use:
Top Trending:
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Highest Performer:
Easiest to Use:
Top Trending:

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

No filters applied
262 Listings in FP&A (Financial Planning & Analysis) Available
(452)4.6 out of 5
Optimized for quick response
3rd Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for Anaplan
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based software platform designed for multi-dimensional data management and business planning across various sectors such as finance, sales, HR, and supply chain.
    • Reviewers appreciate Anaplan's flexibility, its powerful calculation engine, and its ability to model complex business logic in a transparent, scalable way, as well as its user-friendly interface and real-time data updates.
    • Reviewers noted that Anaplan requires a good amount of knowledge to use the pre-defined functions, has high license costs, a steep learning curve, and is not ideal for highly transactional use cases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    100
    Flexibility
    90
    Features
    87
    Efficiency
    63
    Planning
    59
    Cons
    Limitations
    44
    Missing Features
    39
    Learning Curve
    33
    Performance Issues
    30
    Lack of Features
    29
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.2
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    7.7
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,837 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,737 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based software platform designed for multi-dimensional data management and business planning across various sectors such as finance, sales, HR, and supply chain.
  • Reviewers appreciate Anaplan's flexibility, its powerful calculation engine, and its ability to model complex business logic in a transparent, scalable way, as well as its user-friendly interface and real-time data updates.
  • Reviewers noted that Anaplan requires a good amount of knowledge to use the pre-defined functions, has high license costs, a steep learning curve, and is not ideal for highly transactional use cases.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
100
Flexibility
90
Features
87
Efficiency
63
Planning
59
Cons
Limitations
44
Missing Features
39
Learning Curve
33
Performance Issues
30
Lack of Features
29
Anaplan features and usability ratings that predict user satisfaction
8.2
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.2
7.7
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,837 Twitter followers
LinkedIn® Page
www.linkedin.com
2,737 employees on LinkedIn®
(247)4.4 out of 5
Optimized for quick response
14th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
    • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
    • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    35
    Planning Efficiency
    34
    Analytics
    31
    Ease of Use
    30
    Forecasting Accuracy
    30
    Cons
    Learning Curve
    29
    Learning Difficulty
    19
    User Difficulty
    19
    Difficult Learning
    16
    Complexity
    15
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,798 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
  • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
  • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
35
Planning Efficiency
34
Analytics
31
Ease of Use
30
Forecasting Accuracy
30
Cons
Learning Curve
29
Learning Difficulty
19
User Difficulty
19
Difficult Learning
16
Complexity
15
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,798 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
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(1,852)4.5 out of 5
Optimized for quick response
2nd Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
    • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
    • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    439
    Collaboration
    238
    Team Collaboration
    215
    Features
    211
    Efficiency
    180
    Cons
    Missing Features
    148
    Limited Functionality
    102
    Learning Curve
    96
    Learning Difficulty
    94
    Limitations
    89
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workiva features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,307 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,267 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
  • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
  • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
439
Collaboration
238
Team Collaboration
215
Features
211
Efficiency
180
Cons
Missing Features
148
Limited Functionality
102
Learning Curve
96
Learning Difficulty
94
Limitations
89
Workiva features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
8.9
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,307 Twitter followers
LinkedIn® Page
www.linkedin.com
3,267 employees on LinkedIn®
(293)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • Chief Financial Officer
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 73% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
    • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
    • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    92
    Reporting Efficiency
    53
    Excel Integration
    51
    Data Management
    49
    Efficiency
    46
    Cons
    Learning Difficulty
    36
    Learning Curve
    26
    Missing Features
    24
    Steep Learning Curve
    23
    Complexity
    21
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Datarails features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom Reporting
    Average: 8.5
    8.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    411 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • Chief Financial Officer
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 73% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
  • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
  • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
92
Reporting Efficiency
53
Excel Integration
51
Data Management
49
Efficiency
46
Cons
Learning Difficulty
36
Learning Curve
26
Missing Features
24
Steep Learning Curve
23
Complexity
21
Datarails features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,155 Twitter followers
LinkedIn® Page
www.linkedin.com
411 employees on LinkedIn®
(375)4.5 out of 5
Optimized for quick response
5th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 62% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
    • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
    • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    113
    Excel Integration
    60
    Features
    52
    User Interface
    50
    Reporting
    49
    Cons
    Learning Difficulty
    29
    Learning Curve
    27
    Steep Learning Curve
    25
    Difficult Learning
    18
    Setup Difficulty
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vena features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom Reporting
    Average: 8.5
    8.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,355 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 62% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
  • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
  • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
113
Excel Integration
60
Features
52
User Interface
50
Reporting
49
Cons
Learning Difficulty
29
Learning Curve
27
Steep Learning Curve
25
Difficult Learning
18
Setup Difficulty
18
Vena features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom Reporting
Average: 8.5
8.8
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,355 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
(154)4.6 out of 5
Optimized for quick response
6th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

    Users
    No information available
    Industries
    • Manufacturing
    • Automotive
    Market Segment
    • 63% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OneStream is a platform that combines consolidation, planning, and reporting in one place, supporting complex logic and automation, and providing real-time insights.
    • Reviewers frequently mention the user-friendly nature of the platform, its flexibility, strong governance, and the ability to provide real-time insights through dashboards and reports.
    • Reviewers noted a steep learning curve, heavy reliance on business rules for customization, complex initial setup, and limited out-of-the-box reporting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Data Management
    15
    Flexibility
    13
    Reporting
    13
    Capabilities
    11
    Cons
    Learning Difficulty
    11
    Steep Learning Curve
    9
    Learning Curve
    8
    Complexity
    7
    Dashboard Limitations
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,191 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,623 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

Users
No information available
Industries
  • Manufacturing
  • Automotive
Market Segment
  • 63% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OneStream is a platform that combines consolidation, planning, and reporting in one place, supporting complex logic and automation, and providing real-time insights.
  • Reviewers frequently mention the user-friendly nature of the platform, its flexibility, strong governance, and the ability to provide real-time insights through dashboards and reports.
  • Reviewers noted a steep learning curve, heavy reliance on business rules for customization, complex initial setup, and limited out-of-the-box reporting.
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Data Management
15
Flexibility
13
Reporting
13
Capabilities
11
Cons
Learning Difficulty
11
Steep Learning Curve
9
Learning Curve
8
Complexity
7
Dashboard Limitations
6
OneStream - Unified EPM features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Seller Details
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,191 Twitter followers
LinkedIn® Page
www.linkedin.com
1,623 employees on LinkedIn®
(488)4.3 out of 5
Optimized for quick response
9th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 45% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a financial planning and analysis platform that centralizes planning, forecasting, and reporting, and offers automation and integration features.
    • Reviewers like Planful's ability to streamline processes, automate reporting, and provide real-time data outcomes, along with its user-friendly interface and robust reporting capabilities.
    • Users experienced issues with the platform's learning curve, limitations in template options, slow processing of large reports, and challenges with dashboard creation and customization.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Reporting
    29
    Reporting Efficiency
    21
    Automation
    20
    Features
    19
    Cons
    Learning Curve
    17
    Learning Difficulty
    17
    Missing Features
    13
    Not Intuitive
    12
    Improvements Needed
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planful features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Custom Reporting
    Average: 8.5
    7.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,584 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    619 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline busines

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 45% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a financial planning and analysis platform that centralizes planning, forecasting, and reporting, and offers automation and integration features.
  • Reviewers like Planful's ability to streamline processes, automate reporting, and provide real-time data outcomes, along with its user-friendly interface and robust reporting capabilities.
  • Users experienced issues with the platform's learning curve, limitations in template options, slow processing of large reports, and challenges with dashboard creation and customization.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Reporting
29
Reporting Efficiency
21
Automation
20
Features
19
Cons
Learning Curve
17
Learning Difficulty
17
Missing Features
13
Not Intuitive
12
Improvements Needed
10
Planful features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.1
Custom Reporting
Average: 8.5
7.8
Extended Planning
Average: 8.3
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,584 Twitter followers
LinkedIn® Page
www.linkedin.com
619 employees on LinkedIn®
(332)4.9 out of 5
Optimized for quick response
1st Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for LiveFlow
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
    • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
    • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    98
    Time-Saving
    83
    Time-saving
    80
    Reporting Efficiency
    70
    Efficiency
    63
    Cons
    Missing Features
    23
    Limited Customization
    14
    Inefficient Reporting
    12
    Expensive
    11
    Limited Reporting
    11
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LiveFlow features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    9.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
  • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
  • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
98
Time-Saving
83
Time-saving
80
Reporting Efficiency
70
Efficiency
63
Cons
Missing Features
23
Limited Customization
14
Inefficient Reporting
12
Expensive
11
Limited Reporting
11
LiveFlow features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.3
Custom Reporting
Average: 8.5
9.8
Extended Planning
Average: 8.3
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
(112)4.8 out of 5
Optimized for quick response
12th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

    Users
    • CFO
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 13% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
    • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
    • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Drivetrain Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Report Creation
    33
    Reporting Efficiency
    33
    Customer Support
    32
    Easy Integrations
    23
    Cons
    Learning Curve
    13
    Missing Features
    13
    Learning Difficulty
    12
    Steep Learning Curve
    11
    Difficult Learning
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    Reporting
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom Reporting
    Average: 8.5
    9.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    53 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    91 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

Users
  • CFO
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 13% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
  • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
  • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
Drivetrain Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Report Creation
33
Reporting Efficiency
33
Customer Support
32
Easy Integrations
23
Cons
Learning Curve
13
Missing Features
13
Learning Difficulty
12
Steep Learning Curve
11
Difficult Learning
6
Drivetrain features and usability ratings that predict user satisfaction
9.5
Reporting
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom Reporting
Average: 8.5
9.4
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
53 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
(303)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    13
    Efficiency
    11
    Capabilities
    8
    Features
    8
    Planning
    8
    Cons
    Complexity
    5
    Complex Setup
    5
    Learning Difficulty
    5
    Steep Learning Curve
    5
    Difficult Customization
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,240 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
13
Efficiency
11
Capabilities
8
Features
8
Planning
8
Cons
Complexity
5
Complex Setup
5
Learning Difficulty
5
Steep Learning Curve
5
Difficult Customization
4
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,240 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
(67)4.9 out of 5
Optimized for quick response
4th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 82% Mid-Market
    • 10% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
    • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
    • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Aleph Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Customer Support
    36
    Integrations
    33
    Implementation Ease
    31
    Ease of Implementation
    29
    Cons
    Missing Features
    8
    Bugs
    6
    Excel Integration Issues
    6
    Slow Performance
    6
    Software Bugs
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Aleph features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    8.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    679 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 82% Mid-Market
  • 10% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
  • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
  • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
Aleph Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Customer Support
36
Integrations
33
Implementation Ease
31
Ease of Implementation
29
Cons
Missing Features
8
Bugs
6
Excel Integration Issues
6
Slow Performance
6
Software Bugs
6
Aleph features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.3
Custom Reporting
Average: 8.5
8.4
Extended Planning
Average: 8.3
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
679 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 56% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
    • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
    • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    20
    Reporting
    17
    Financial Management
    15
    Time-saving
    13
    Automation
    12
    Cons
    Steep Learning Curve
    8
    Learning Curve
    7
    Learning Difficulty
    7
    Slow Performance
    7
    Limited Functionality
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prophix Software features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom Reporting
    Average: 8.5
    8.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,981 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    545 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 56% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
  • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
  • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
20
Reporting
17
Financial Management
15
Time-saving
13
Automation
12
Cons
Steep Learning Curve
8
Learning Curve
7
Learning Difficulty
7
Slow Performance
7
Limited Functionality
6
Prophix Software features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom Reporting
Average: 8.5
8.4
Extended Planning
Average: 8.3
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,981 Twitter followers
LinkedIn® Page
www.linkedin.com
545 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed

    Users
    No information available
    Industries
    • Insurance
    • Banking
    Market Segment
    • 56% Enterprise
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Tagetik is a tool that unifies multiple processes in one platform, providing a platform for financial consolidation, reporting, and data quality.
    • Reviewers appreciate Tagetik's ability to consolidate budgeting, forecasting, and reporting into one platform, its quick implementation, and its powerful reporting features.
    • Reviewers experienced a complex user interface, a time-consuming setup process, and compatibility issues with the newest update and previous third-party software versions.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Efficiency
    6
    Features
    6
    Reporting
    5
    Data Management
    4
    Cons
    Learning Curve
    4
    Learning Difficulty
    4
    Complexity
    3
    Complex Usability
    3
    Complex Setup
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CCH Tagetik features and usability ratings that predict user satisfaction
    9.5
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom Reporting
    Average: 8.5
    9.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,841 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,006 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed

Users
No information available
Industries
  • Insurance
  • Banking
Market Segment
  • 56% Enterprise
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Tagetik is a tool that unifies multiple processes in one platform, providing a platform for financial consolidation, reporting, and data quality.
  • Reviewers appreciate Tagetik's ability to consolidate budgeting, forecasting, and reporting into one platform, its quick implementation, and its powerful reporting features.
  • Reviewers experienced a complex user interface, a time-consuming setup process, and compatibility issues with the newest update and previous third-party software versions.
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Efficiency
6
Features
6
Reporting
5
Data Management
4
Cons
Learning Curve
4
Learning Difficulty
4
Complexity
3
Complex Usability
3
Complex Setup
2
CCH Tagetik features and usability ratings that predict user satisfaction
9.5
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom Reporting
Average: 8.5
9.7
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,841 Twitter followers
LinkedIn® Page
www.linkedin.com
23,006 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Flexibility
    21
    Features
    20
    Efficiency
    18
    Customization
    16
    Cons
    Slow Performance
    9
    Learning Curve
    8
    Missing Features
    8
    Poor Visualization
    8
    Complexity
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.6
    Reporting
    Average: 8.7
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,251 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Flexibility
21
Features
20
Efficiency
18
Customization
16
Cons
Slow Performance
9
Learning Curve
8
Missing Features
8
Poor Visualization
8
Complexity
7
Board features and usability ratings that predict user satisfaction
8.6
Reporting
Average: 8.7
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.6
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,251 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
(265)4.5 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Non-Profit Organization Management
    Market Segment
    • 67% Mid-Market
    • 18% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a database for gathering information from multiple sources and generating reports, which can be used for various business aspects such as budgeting, financial reporting, and project tracking.
    • Users like the automated integrations of Solver, its compatibility with Excel, the ability to create report templates, and the support provided by the Solver team in understanding the benefits and use of the product.
    • Reviewers experienced a significant learning curve with the system, found the publishing features limited, had issues with data loss if not saved frequently, and found creating new reports time-consuming and the error messages unclear.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reporting Efficiency
    15
    Ease of Use
    13
    Excel Integration
    12
    Report Creation
    12
    Reporting Quality
    12
    Cons
    Learning Difficulty
    8
    Confusion
    5
    Data Management
    5
    Learning Curve
    5
    Difficult Setup
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Solver features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    553 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    198 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Non-Profit Organization Management
Market Segment
  • 67% Mid-Market
  • 18% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a database for gathering information from multiple sources and generating reports, which can be used for various business aspects such as budgeting, financial reporting, and project tracking.
  • Users like the automated integrations of Solver, its compatibility with Excel, the ability to create report templates, and the support provided by the Solver team in understanding the benefits and use of the product.
  • Reviewers experienced a significant learning curve with the system, found the publishing features limited, had issues with data loss if not saved frequently, and found creating new reports time-consuming and the error messages unclear.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reporting Efficiency
15
Ease of Use
13
Excel Integration
12
Report Creation
12
Reporting Quality
12
Cons
Learning Difficulty
8
Confusion
5
Data Management
5
Learning Curve
5
Difficult Setup
4
Solver features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
553 Twitter followers
LinkedIn® Page
www.linkedin.com
198 employees on LinkedIn®

Learn More About FP&A Software

FP&A Software software buying insights at a glance

FP&A (financial planning and analysis) software helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from ERP, CRM, HR, and accounting systems, automate planning workflows, track performance against targets, and align financial strategy with operational execution. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making.

Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment.

Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership.

Top 5 FAQs from software buyers:

  • How do FP&A software solutions improve financial visibility and planning accuracy?
  • What features should teams evaluate when choosing the best FP&A software?
  • How well do FP&A tools integrate with ERP, CRM, and accounting systems?
  • What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling?
  • How scalable is FP&A software for organizations managing multi-entity operations or global teams?

G2’s top-rated FP&A software, based on verified reviews, includes Anaplan, IBM Planning Analytics, Workiva, Vena, and Datarails.

What are the top-reviewed FP&A Software on G2?

Anaplan

  • Number of Reviews: 214
  • Satisfaction: 98
  • Market Score: 83
  • G2 score: 90

IBM Planning Analytics

  • Number of Reviews: 143
  • Satisfaction: 71
  • Market Score: 99
  • G2 score: 85

Workiva

  • Number of Reviews: 163
  • Satisfaction: 97
  • Market Score: 70
  • G2 score: 83

Vena

  • Number of Reviews: 178
  • Satisfaction: 93
  • Market Score: 68
  • G2 score: 80

Datarails

  • Number of Reviews: 133
  • Satisfaction: 96
  • Market Score: 63
  • G2 score: 80

Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. (Source 2)

Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. (Source 2)

G2 Score is a weighted composite of Satisfaction and Market Presence. (Source 2)

Learn how G2 scores products. (Source 1)

What I Often See in FP&A Software

Feedback Pros: What Users Consistently Appreciate

  • Flexible, code-free modeling with a scalable calculation engine and cross-functional planning
  • The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.” - Shaivya K., Anaplan review
  • Unified planning with strong scenario analysis and supplier insights
  • I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.” - Grațiela Raluca-Ioana E., IBM Planning Analytics review
  • Real-time collaboration, audit trails, and unified reporting
  • The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.” - Uma V., Workiva review

Cons: Where Many Platforms Fall Short

  • Complex implementation with support dependency and limited bank integrations
  • The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for.” - Amit S., Datarails review
  • Complex initial setup with steep learning curve and onboarding challenges
  • The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.” - Sourabh K., Vena review
  • High implementation costs with ongoing maintenance and expertise requirements
  • Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.” - Samantha L., Anaplan review

My Expert Takeaway on FP&A Software

FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight.

Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes.

Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams.

The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations.

FP&A Software FAQs

What is the best FP&A software?

The best FP&A software depends on whether your priority is modeling flexibility, Excel familiarity, multi-entity consolidation, or cross-functional planning. For example, Anaplan is often chosen for enterprise-scale modeling, while Vena and Datarails appeal to teams that prefer Excel-native workflows. Buyers typically narrow the field by integration depth, scenario planning strength, reporting speed, and workflow fit.

How to use trial versions of FP&A software?

Use trials from platforms like Cube, Datarails, or LiveFlow to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation.

What are the top-rated FP&A tools with forecasting and scenario modeling?

Top-rated FP&A tools like Anaplan, Drivetrain, and Workday Adaptive Planning stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates.

What are the best FP&A solutions for hybrid services and product-based businesses?

FP&A solutions such as Workday Adaptive Planning, Vena, and Jedox are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework.

What FP&A software is best for a multi-entity, international SaaS company?

For multi-entity, international SaaS companies, tools such as OneStream, Anaplan, and Workday Adaptive Planning are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with ERP, CRM, and HR systems.

What are the affordable FP&A platforms for startups or SMBs?

Affordable FP&A platforms like Cube, LiveFlow, and Farseer are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators.

Sources

  1. G2 Scoring Methodologies
  2. G2 Winter 2026 Reports

Researched By: Nathan Calabrese

Last updated on March 18, 2026