# Best Enterprise Financial Analysis Software

## How Many Financial Analysis Software Products Does G2 Track?

**Total Products under this Category:** 206

### Category Stats (Aug 2026)

- **Average Rating:** 4.53/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Nominal (+1.01%) - Among all products in this category, Nominal recorded the largest rating increase compared to last month

_Last updated: August 05, 2026_

## How Does G2 Rank Financial Analysis Software Products?

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

- 30 Analysts and Data Experts
- 8,700+ Authentic Reviews
- 206+ 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 Financial Analysis Software
 ![G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-analysis/grids.png?focus%5B%5D=95296&focus%5B%5D=1402310&focus%5B%5D=6353&focus%5B%5D=99063&focus%5B%5D=1204004&focus%5B%5D=3198&focus%5B%5D=15228&focus%5B%5D=81338)

Highlighted products: D&B Finance Analytics Credit Intelligence, DualEntry, Vena, Datarails, Coefficient, Oracle Essbase, Prophix Software, and MindBridge.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=dualentry&focus%5B%5D=vena&focus%5B%5D=datarails&focus%5B%5D=coefficient&focus%5B%5D=oracle-essbase&focus%5B%5D=prophix-software&focus%5B%5D=mindbridge&segment=enterprise)

**Sponsored**

### Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1550&secure%5Bchosen_at%5D=2026-08-05T10%3A56%3A16Z&secure%5Bdisplayable_resource_id%5D=1550&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1550&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1401682&secure%5Bresource_id%5D=1550&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-analysis%2Fenterprise%3Fopen_modal_url%3D%252Fproducts%252Fvelixo%252Fwishlists%253Fhost_path%253D%25252Fcategories%25252Ffinancial-analysis%25252Fenterprise%2526source%253Dcategory&secure%5Btoken%5D=586bc6996db038b079471855ea80f2814a1a24969066212d19f2255d6befc8b4&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Banalysis&secure%5Burl_type%5D=custom_url)

### [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews)

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigate risk. This AI-driven solution comprises two platforms – D&B Credit Intelligence and D&B Receivables Intelligence powered by GETPAID – that together help finance teams transform their operations and reduce cost through insight, automation, and enhanced customer experience.

**Average Rating:** 4.5/5.0

**Total Reviews:** 98

#### How Do G2 Users Rate D&B Finance Analytics Credit Intelligence?

- **Custom Reports:** 6.9/10 (Category avg: 8.7/10)
- **Report Types:** 7.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Custom KPIs:** 7.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind D&B Finance Analytics Credit Intelligence?

- **Seller:** [Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet)
- **Company Website:** www.dnb.com
- **HQ Location:** Short Hills, NJ
- **Twitter:** @DunBradstreet  
22,541 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20afd0d2cd48d50cc271386179ca16404da5c8da48609b5c3528ba607428f128&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2385%2F&secure%5Burl_type%5D=linkedin_company_website)  
5,747 employees on LinkedIn®
- **Ownership:** NYSE: DNB

#### Who Uses This Product?

- **Top Industries:** Manufacturing, Accounting
- **Company Size:** 49% Medium, 29% Small

#### What Do G2 Reviewers Say About D&B Finance Analytics Credit Intelligence?

_AI-generated summary from verified user reviews_

##### Pros

- Users find D&B Finance Analytics Credit Intelligence to be **easy to use** , simplifying access to critical credit information efficiently.
- Users value the **credit worthiness analysis** provided by D&B Finance Analytics for informed decision making in supplier relationships.
- Users appreciate the **real-time data and predictive analytics** of D&B Finance Analytics, aiding informed credit decisions effectively.
- Users value the **user-friendly tools** of D&B Finance Analytics, enhancing credit assessment and risk management efficiency.
- Users value the **clear visibility and real-time data** of D&B Finance Analytics Credit Intelligence for informed credit decisions.

##### Cons

- Users experience **inaccuracies** in data updates and discrepancies, impacting the reliability of credit assessments and insights.
- Users often experience **data inaccuracy** issues due to outdated information, affecting reliability and navigation of reports.
- Users struggle with **reporting issues** due to fluctuating scores, lack of explanatory information, and frustrating log-in problems.
- Users find the **overwhelming amount of data** and confusing terminology challenging for effective navigation and retrieval.
- Users find the **complexity of data and reports** in D&B Finance Analytics challenging, often leading to a steep learning curve.

#### What Are Recent G2 Reviews of D&B Finance Analytics Credit Intelligence?

**["Clear, Actionable Data for Smarter Credit Management"](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)**

**Rating:** 4.5/5.0 stars

_— Emily S._

[Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12343199)

**["Makes Complex Credit Risk Data Clear and Actionable"](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496)**

**Rating:** 4.5/5.0 stars

_— Rafael H._

[Read full review](https://www.g2.com/survey_responses/d-b-finance-analytics-credit-intelligence-review-12373496)

#### What Are G2 Users Discussing About D&B Finance Analytics Credit Intelligence?

- [What is D&B Finance Analytics used for?](https://www.g2.com/discussions/what-is-d-b-finance-analytics-used-for)

### [DualEntry](https://www.g2.com/products/dualentry/reviews)

DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue management to tax handling, financial reporting, and audit prep. DualEntry is built for global, multi-entity, multi-currency operations. It’s designed to scale with business from mid-market to IPO and beyond, adapting to a company’s specific needs – no matter how complex. 𝗕𝘂𝗶𝗹𝘁 𝗯𝘆 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗳𝗼𝗿 𝗮𝗰𝗰𝗼𝘂𝗻𝘁𝗮𝗻𝘁𝘀, 𝗗𝘂𝗮𝗹𝗘𝗻𝘁𝗿𝘆 𝗼𝗳𝗳𝗲𝗿𝘀: • Multi-entity consolidation across global subsidiaries • Multi-currency support, covering 180 local currencies in 240 countries, with live FX rates • Automated intercompany eliminations and journal-entry posting • Custom workflows and granular access controls • Role-based, real-time dashboards • Audit-ready financials with SOX, SOC 2, and GDPR compliance • A flexible, complete GL that you can tailor to you with unlimited nestable classifications and custom feeds • Real-time insights and drillable, multi-dimensional reporting across entities • 13,000+ bank connections covering 60+ countries • 200+ free, seamless integrations across CRM, AP, AR, and more Automate your workflows end-to-end with DualEntry, and grow your business without adding to your headcount. Schedule a personalized demo now.

**Average Rating:** 4.9/5.0

**Total Reviews:** 122

#### How Do G2 Users Rate DualEntry?

- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)

#### Who Is the Company Behind DualEntry?

- **Seller:** [DualEntry](https://www.g2.com/sellers/dualentry)
- **Company Website:** www.dualentry.com
- **Year Founded:** 2024
- **HQ Location:** New York, US
- **Twitter:** @dualentry  
765 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=84ffd98b38934e2a6ac5db385eecd8a3aeef689525e4fa00a282e1b8dd54e533&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fdualentry%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Accountant
- **Top Industries:** Accounting, Manufacturing
- **Company Size:** 48% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **ease of use** of DualEntry, benefiting from automated workflows and powerful integrations for efficient tracking.
- Users value the **smooth handling of thousands of transactions** , ensuring performance even during high-volume processing.
- Users highlight the **efficiency** of DualEntry in handling high-volume transactions smoothly and reliably.
- Users value the **powerful integrations** of DualEntry, enhancing accuracy and efficiency in financial tracking.
- Users appreciate the **time-saving automation** of DualEntry, allowing teams to focus on strategic decision-making.

##### Cons

- Users find that **improvement is needed** in onboarding guidance and customization options for a better experience.
- Users note the **missing mobile app** and lack of onboarding tools, making the initial experience challenging.
- Users express frustration with **limited customization** options in DualEntry, impacting their ability to personalize the experience.
- Users find the interface **not user-friendly** , as it lacks guidance and onboarding tools for newcomers.
- Users find the **learning difficulty** with DualEntry challenging due to insufficient guidance for new users.

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

**["Accurate + Convenience"](https://www.g2.com/survey_responses/dualentry-review-11367056)**

**Rating:** 5.0/5.0 stars

_— John Rey C._

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11367056)

**["DualEntry Makes Data Entry Smoother and More Efficient"](https://www.g2.com/survey_responses/dualentry-review-11897989)**

**Rating:** 5.0/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/dualentry-review-11897989)

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

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.

**Average Rating:** 4.5/5.0

**Total Reviews:** 472

#### How Do G2 Users Rate Vena?

- **Custom Reports:** 8.8/10 (Category avg: 8.7/10)
- **Report Types:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Vena?

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions  
1,347 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 64% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users find Vena to be **easy to use** , thanks to its intuitive interface and seamless report creation.
- Users value the **seamless Excel integration** of Vena, enhancing ease of use and efficient FP&A management.
- Users value Vena for its **single source of truth** and flexibility in budgeting, forecasting, and reporting processes.
- Users appreciate Vena's **intuitive user interface** , making finance management straightforward and reassuring for all stakeholders.
- Users commend Vena for its **efficient reporting capabilities** , streamlining financial planning and enhancing data analysis significantly.

##### Cons

- Users find the **learning difficulty** of Vena challenging initially, but support helps ease the process.
- Users find the **learning curve challenging** , especially when setting up templates and navigating advanced processes.
- Users find the **steep learning curve** of Vena challenging, especially during initial setup and advanced processes.
- Users find the **difficult learning** curve of Vena challenging initially, often requiring time and support to overcome.
- Users experience **slow loading times** with Vena, especially with large datasets and standard templates, affecting efficiency.

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

**["Revolutionized Budgeting and Reporting with Vena"](https://www.g2.com/survey_responses/vena-review-12854573)**

**Rating:** 4.5/5.0 stars

_— Akshit M._

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

**["Endless Solution for Finance professionals"](https://www.g2.com/survey_responses/vena-review-9663699)**

**Rating:** 5.0/5.0 stars

_— Mohamed S._

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

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

Datarails is an AI-powered, Excel-connected platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.

**Average Rating:** 4.6/5.0

**Total Reviews:** 369

#### How Do G2 Users Rate Datarails?

- **Custom Reports:** 8.8/10 (Category avg: 8.7/10)
- **Report Types:** 8.4/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Datarails?

- **Seller:** [Datarails](https://www.g2.com/sellers/datarails)
- **Company Website:** www.Datarails.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @datarails  
1,139 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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)  
407 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** CFO, Chief Financial Officer
- **Top Industries:** Financial Services, Hospital & Health Care
- **Company Size:** 71% Medium, 21% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Datarails for generating reports and managing data efficiently.
- Users value the **native Excel integration** , finding it enhances workflows while ensuring data governance and ease of use.
- Users praise Datarails for its **reporting efficiency** , enabling seamless data aggregation and streamlined financial management.
- Users value the **seamless data integration** in Datarails, enhancing workflows while ensuring accuracy and compliance.
- Users value the **efficiency** of Datarails, streamlining processes and enhancing financial visibility with automated reporting.

##### Cons

- Users find the **learning difficulty** challenging, especially when handling initial setup and resolving issues within the software.
- Users face a **steep learning curve** with Datarails, but support and updates help ease the onboarding process.
- Users are disappointed by **missing features** in Datarails, limiting their ability to fully leverage the platform.
- Users face a **steep learning curve** with Datarails, but support and updates help users adapt over time.
- Users find Datarails’ **complexity in backend processes** frustrating, complicating data tracing and troubleshooting efforts.

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

**["Seamless, Faultless Reporting That Makes Work Easier"](https://www.g2.com/survey_responses/datarails-review-13067556)**

**Rating:** 5.0/5.0 stars

_— ben ._

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

**["Huge Time-Saver for Journals, TB Refreshes, and Instant Transaction Listings"](https://www.g2.com/survey_responses/datarails-review-13158805)**

**Rating:** 4.5/5.0 stars

_— Jamie G._

[Read full review](https://www.g2.com/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/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable)

### [Coefficient](https://www.g2.com/products/coefficient/reviews)

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

**Average Rating:** 4.7/5.0

**Total Reviews:** 195

#### How Do G2 Users Rate Coefficient?

- **Custom Reports:** 10.0/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind Coefficient?

- **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient)
- **Company Website:** coefficient.io
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient\_io  
346 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1a36ef868415520ac840f5699de01e684ba3b9e328d0a3215043fadd7d1bd7ad&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcoefficientworks%2F&secure%5Burl_type%5D=linkedin_company_website)  
71 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 46% Medium, 34% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** with Coefficient, enjoying seamless data extraction and hassle-free connectivity.
- Users love the **automation capabilities** of Coefficient, which simplify data integration and save significant time.
- Users appreciate the **seamless integrations** of Coefficient, effortlessly syncing data between Salesforce, QuickBooks, and Google Sheets.
- Users love the **easy integrations** of Coefficient, drastically improving workflow and enabling hassle-free data syncing.
- Users enjoy the **time-saving automation** of Coefficient, regaining hours each week with effortless data management.

##### Cons

- Users find the **feature limitations** of Coefficient frustrating, especially with filtering and data formatting issues.
- Users face **limited features** with Coefficient, particularly regarding filter and import restrictions compared to Google Sheets.
- Users are dissatisfied with the **missing features** in Coefficient, such as limited filter options and inadequate chart integration.
- Users face **filter limitations** in Coefficient, impacting their ability to manage data efficiently across imports.
- Users face **integration issues** with Coefficient, particularly lacking essential features and facing frustrating import formats.

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

**["Efficient, User-Friendly Tool for Integrating Salesforce with Google Sheets"](https://www.g2.com/survey_responses/coefficient-review-12701723)**

**Rating:** 5.0/5.0 stars

_— Ellen Dericks C._

[Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723)

**["Seamless Database Queries in Google Sheets with Responsive Support"](https://www.g2.com/survey_responses/coefficient-review-13098229)**

**Rating:** 4.5/5.0 stars

_— Verified User in Marketing and Advertising_

[Read full review](https://www.g2.com/survey_responses/coefficient-review-13098229)

### [Oracle Essbase](https://www.g2.com/products/oracle-essbase/reviews)

Oracle Essbase is the industry-leading multi-dimensional online analytical processing (OLAP) server, providing a rich environment for effectively developing custom analytic and enterprise performance management applications.

**Average Rating:** 4.3/5.0

**Total Reviews:** 237

#### How Do G2 Users Rate Oracle Essbase?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 6.7/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Oracle Essbase?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Top Industries:** Information Technology and Services, Insurance
- **Company Size:** 74% Large, 19% Medium

#### What Do G2 Reviewers Say About Oracle Essbase?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **Excel integration through Smart View** , enhancing their multidimensional analysis capabilities in Oracle Essbase.
- Users value the **multidimensional analysis** capabilities and seamless **Excel integration** via SmartView in Oracle Essbase.

##### Cons

- Users find the **difficulties in data management** frustrating, as the interface feels outdated and errors are common.
- Users find the Oracle Essbase interface **not user-friendly** , often struggling with its outdated design and error sensitivity.

#### What Are Recent G2 Reviews of Oracle Essbase?

**["Powerful Multidimensional Analysis with Smooth Excel SmartView Integration"](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)**

**Rating:** 4.5/5.0 stars

_— Verified User in Telecommunications_

[Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-12405557)

**["My personal experience about essbase"](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)**

**Rating:** 4.5/5.0 stars

_— Rohith P._

[Read full review](https://www.g2.com/survey_responses/oracle-essbase-review-8010153)

#### What Are G2 Users Discussing About Oracle Essbase?

- [What is Oracle Essbase used for?](https://www.g2.com/discussions/what-is-oracle-essbase-used-for)
- [What is the difference between Hyperion and Essbase?](https://www.g2.com/discussions/what-is-the-difference-between-hyperion-and-essbase)
- [Is Oracle Essbase a relational database?](https://www.g2.com/discussions/is-oracle-essbase-a-relational-database)
- [What is Essbase database?](https://www.g2.com/discussions/what-is-essbase-database)
- [What is Essbase used for?](https://www.g2.com/discussions/what-is-essbase-used-for)

### [Prophix Software](https://www.g2.com/products/prophix-software/reviews)

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

**Average Rating:** 4.4/5.0

**Total Reviews:** 218

#### How Do G2 Users Rate Prophix Software?

- **Custom Reports:** 8.5/10 (Category avg: 8.7/10)
- **Report Types:** 9.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom KPIs:** 7.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Prophix Software?

- **Seller:** [Prophix](https://www.g2.com/sellers/prophix)
- **Company Website:** www.prophix.com
- **Year Founded:** 1987
- **HQ Location:** Ontario, Canada
- **Twitter:** @prophix  
1,990 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=76b5f8529bc528ffc14618f9c1b686096efacff8bc77bf9a09e9de552cdd9fc9&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F45052%2F&secure%5Burl_type%5D=linkedin_company_website)  
572 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Financial Analyst, Financial Analyst
- **Top Industries:** Insurance, Construction
- **Company Size:** 56% Medium, 37% Large

#### What Do G2 Reviewers Say About Prophix Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users find Prophix to be **very easy to use** , enhancing collaboration and simplifying financial reporting across departments.
- Users value the **flexibility and efficiency of reporting** in Prophix, enhancing their financial management and workflows.
- Users appreciate the **automation and centralization of financial data** in Prophix, enhancing accessibility and reporting efficiency.
- Users value the **reporting efficiency** of Prophix Software, enhancing self-service reporting and streamlining finance processes.
- Users appreciate the **time-saving capabilities** of Prophix Software, simplifying processes and enhancing efficiency across departments.

##### Cons

- Users experience **slow performance** with Prophix, particularly when loading reports or navigating complex integrations.
- Users find the **steep learning curve** of Prophix Software challenging, particularly in data integration and formula management.
- Users often face a **steep learning curve** with Prophix Software, requiring significant time and training to master its features.
- Users experience a **steep learning curve** with Prophix, requiring significant time and training to master its features.
- Users find the **limited functionality** of Prophix Software restrictive, impacting their reporting efficiency and customization options.

#### What Are Recent G2 Reviews of Prophix Software?

**["Robust Financial Tool with Excellent Support"](https://www.g2.com/survey_responses/prophix-software-review-10733312)**

**Rating:** 4.5/5.0 stars

_— Corey H._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-10733312)

**["Effortless Financial Management with Prophix"](https://www.g2.com/survey_responses/prophix-software-review-12781305)**

**Rating:** 5.0/5.0 stars

_— James W._

[Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305)

#### What Are G2 Users Discussing About Prophix Software?

- [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment

### [MindBridge](https://www.g2.com/products/mindbridge/reviews)

MindBridge is the leader in Autonomous Financial Oversight, analyzing 100% of transactions across financial systems to detect risks early, explain insights clearly, and enable governed actions. As finance becomes increasingly autonomous, MindBridge provides the independent oversight needed for finance and external audit teams to move beyond sampling and maintain financial integrity.

**Average Rating:** 4.4/5.0

**Total Reviews:** 62

#### How Do G2 Users Rate MindBridge?

- **Custom Reports:** 8.2/10 (Category avg: 8.7/10)
- **Report Types:** 8.6/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.6/10 (Category avg: 8.6/10)

#### Who Is the Company Behind MindBridge?

- **Seller:** [Mindbridge](https://www.g2.com/sellers/mindbridge)
- **Company Website:** www.mindbridge.ai
- **Year Founded:** 2015
- **HQ Location:** Ottawa, Ontario
- **Twitter:** @mindbridge\_ai  
3,761 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=fbb44fc0a289d99dbd3076d8b9850b88b3e8c41c8c802bac42fe49f3b3fe36f2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmindbridge-ai%2F&secure%5Burl_type%5D=linkedin_company_website)  
263 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Accounting, Financial Services
- **Company Size:** 47% Medium, 42% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **reporting efficiency** of MindBridge, praising its intuitive design and valuable data insights.
- Users appreciate the **ease of use** in MindBridge, benefiting from its intuitive interface and supportive quicktips.
- Users value the **high-quality insights and efficiency** of MindBridge, enhancing their data analysis in audit areas.
- Users find that MindBridge provides significant **time-saving automation** for accounting workflows and data management, enhancing efficiency.
- Users find MindBridge's **intuitive design** enhances usability, making financial reviews and audits more efficient and accessible.

##### Cons

- Users note a **steep learning curve** with MindBridge, requiring time and training to fully utilize its capabilities.
- Users find the **complexity** of MindBridge's interface and setup process to be challenging and time-consuming.
- Users find that **data management can be clunky** , requiring extra support and time-consuming adjustments that disrupt workflows.
- Users often face **import issues** with MindBridge, requiring additional IT support and hindering workflow efficiency.
- Users find MindBridge **not intuitive** , requiring time and experience to learn the necessary processes for effective use.

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

**["AI-Powered Audit Revolution with MindBridge"](https://www.g2.com/survey_responses/mindbridge-review-12555403)**

**Rating:** 4.0/5.0 stars

_— Aylin C._

[Read full review](https://www.g2.com/survey_responses/mindbridge-review-12555403)

**["Streamlined Financial Analysis with MindBridge"](https://www.g2.com/survey_responses/mindbridge-review-12544045)**

**Rating:** 4.5/5.0 stars

_— Tribhuvan S._

[Read full review](https://www.g2.com/survey_responses/mindbridge-review-12544045)

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

- [How do you use Mindbridge?](https://www.g2.com/discussions/how-do-you-use-mindbridge)
- [What is AI in auditing?](https://www.g2.com/discussions/what-is-ai-in-auditing)
- [What is GL AI?](https://www.g2.com/discussions/what-is-gl-ai)
- [What does MindBridge do?](https://www.g2.com/discussions/what-does-mindbridge-do)

### [Celonis](https://www.g2.com/products/celonis/reviews)

Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create a living digital twin of business operations. We enable thousands of companies worldwide to understand how their business actually runs and, together with their partners, build intelligent solutions that transform and continuously improve the way they operate — unlocking billions in value. Celonis is headquartered in Munich, Germany, and New York City, USA, with more than 20 offices worldwide. © 2026 Celonis SE. All rights reserved. Celonis and the Celonis “droplet” logo are trademarks or registered trademarks of Celonis SE in Germany and other jurisdictions. All other product and company names are trademarks or registered trademarks of their respective owners.

**Average Rating:** 4.5/5.0

**Total Reviews:** 286

#### How Do G2 Users Rate Celonis?

- **Custom Reports:** 8.5/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.9/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Celonis?

- **Seller:** [Celonis](https://www.g2.com/sellers/celonis)
- **Company Website:** www.celonis.com
- **Year Founded:** 2011
- **HQ Location:** New York
- **Twitter:** @Celonis  
17,449 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=4fd14e2b633dd729f89f1c7d95169f69fc4176ae53694c26ead06b08b3708042&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F3118913%2F&secure%5Burl_type%5D=linkedin_company_website)  
3,848 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Senior Consultant, Analyst
- **Top Industries:** Information Technology and Services, Oil & Energy
- **Company Size:** 63% Large, 20% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **user-friendly interface** of Celonis, making complex data easily accessible for all team members.
- Users value the **efficiency of real-time insights** from Celonis, facilitating swift identification of process improvements.
- Users value the **exceptional visibility** Celonis provides into business processes, enabling quick identification of inefficiencies and improvements.
- Users appreciate the **user-friendly interface** of Celonis, enjoying smooth navigation and powerful insights for decision-making.
- Users value the **user-friendly environment** of Celonis, making it accessible for everyone while delivering powerful analysis features.

##### Cons

- Users find the **learning curve steep** , necessitating considerable training and technical effort for effective use of Celonis.
- Users find the **complexity of initial setup and navigation** in Celonis to be overwhelming for beginners.
- Users express concerns about **missing features** , as new capabilities often require additional licensing and support is slow.
- Users note **limited features** in Celonis, particularly in the filter bar and Copilot functionalities, hindering usability.
- Users experience **slow performance** with occasional processing delays and minor bugs impacting the overall efficiency.

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

**["A full stack tool for business analysis and process automation - Celonis"](https://www.g2.com/survey_responses/celonis-review-8844759)**

**Rating:** 4.0/5.0 stars

_— Lokesh Reddy S._

[Read full review](https://www.g2.com/survey_responses/celonis-review-8844759)

**["Process optimization with Celonis: Intuitive tools, but UI improvement needed"](https://www.g2.com/survey_responses/celonis-review-13207523)**

**Rating:** 5.0/5.0 stars

_— Jan F._

[Read full review](https://www.g2.com/survey_responses/celonis-review-13207523)

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

- [What is Celonis used for?](https://www.g2.com/discussions/what-is-celonis-used-for) - 1 comment
- [How much does Celonis cost?](https://www.g2.com/discussions/how-much-does-celonis-cost) - 1 comment
- [What is SAP Celonis?](https://www.g2.com/discussions/what-is-sap-celonis) - 2 comments
- [What does Celonis do?](https://www.g2.com/discussions/what-does-celonis-do)
- [What is Celonis software?](https://www.g2.com/discussions/what-is-celonis-software) - 1 comment

### [Jedox](https://www.g2.com/products/jedox/reviews)

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

**Average Rating:** 4.3/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Jedox?

- **Custom Reports:** 8.7/10 (Category avg: 8.7/10)
- **Report Types:** 8.7/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.5/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Jedox?

- **Seller:** [Jedox](https://www.g2.com/sellers/jedox)
- **Company Website:** www.jedox.com
- **Year Founded:** 2002
- **HQ Location:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller
- **Top Industries:** Information Technology and Services, Accounting
- **Company Size:** 51% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users admire the **ease of use** of Jedox, noting its intuitive interface and smooth onboarding process.
- Users value the **seamless budgeting management** in Jedox, integrating various operations and enhancing data relationships.
- Users value Jedox for its **flexibility** , enabling fast implementation and smooth integration with existing systems.
- Users value Jedox for its **effective forecasting capabilities** , enhancing planning and streamlining reporting processes significantly.
- Users value the **robust integrations** of Jedox, seamlessly connecting data from multiple systems for enhanced planning.

##### Cons

- Users find the **complex modeling** process challenging, especially with large datasets and a less intuitive interface.
- Users struggle with the **learning curve** of Jedox, finding it challenging and time-consuming to master the platform.
- Users find the **complexity of model building** in Jedox challenging, requiring extensive training and technical expertise.
- Users find that **learning Jedox can be difficult** , requiring extensive training and technical expertise for effective use.
- Users find **slow loading times** with Jedox, especially for complex reports and opening forms, affecting productivity.

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

**["Set-up of jedox for HR Modeling"](https://www.g2.com/survey_responses/jedox-review-8900158)**

**Rating:** 4.0/5.0 stars

_— Dmytro K._

[Read full review](https://www.g2.com/survey_responses/jedox-review-8900158)

**["Powerful Data Relationships and Budgeting Flexibility"](https://www.g2.com/survey_responses/jedox-review-12107792)**

**Rating:** 4.0/5.0 stars

_— Pille P._

[Read full review](https://www.g2.com/survey_responses/jedox-review-12107792)

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

- [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for)

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

Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence.

**Average Rating:** 4.6/5.0

**Total Reviews:** 110

#### How Do G2 Users Rate Pigment?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.7/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Pigment?

- **Seller:** [Pigment](https://www.g2.com/sellers/pigment)
- **Company Website:** www.pigment.com
- **Year Founded:** 2019
- **HQ Location:** Paris, FR
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** FP&A Manager
- **Top Industries:** Computer Software, Financial Services
- **Company Size:** 73% Medium, 20% Large

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **flexibility** of Pigment, enabling tailored models that adapt as business needs evolve.
- Users appreciate the **flexibility and multidimensionality** of Pigment, enabling effective modeling and real-time reporting.
- Users value the **quick and efficient customer support** of Pigment, which aids in resolving issues swiftly.
- Users appreciate the **ease of use** of Pigment, finding its interface intuitive and support readily available.
- Users value the **seamless automation** of Pigment, enabling efficient data handling and swift integration across various entities.

##### Cons

- Users face challenges with **data inaccuracy** due to incomplete datasets and manual availability hindering reporting efficiency.
- Users find the **formulas complex** , leading to challenges with calculations and API management in Pigment.
- Users find the **complex setup** of Pigment to be rigid and wish for simpler API management options.
- Users often face **connectivity issues** with Pigment, especially when working with large volumes of data.
- Users find the **formula limitations** challenging, leading to complexity in calculations and slower forecasts.

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

**["Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration"](https://www.g2.com/survey_responses/pigment-review-12511185)**

**Rating:** 5.0/5.0 stars

_— Maria M._

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

**["Easy-to-Use, Visually Clear Dashboards with Powerful Filtering"](https://www.g2.com/survey_responses/pigment-review-12723711)**

**Rating:** 4.5/5.0 stars

_— Gowtham R._

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

### [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews)

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow.

**Average Rating:** 4.4/5.0

**Total Reviews:** 79

#### How Do G2 Users Rate Spreadsheet Server by insightsoftware?

- **Custom Reports:** 9.3/10 (Category avg: 8.7/10)
- **Report Types:** 8.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.3/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Spreadsheet Server by insightsoftware?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Construction, Accounting
- **Company Size:** 105% Medium, 28% Large

#### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware?

_AI-generated summary from verified user reviews_

##### Pros

- Users find **Spreadsheet Server's ease of use** impressive, facilitating quick setup and efficient report generation in Excel.
- Users appreciate the **efficient financial reporting** capabilities of Spreadsheet Server, enhancing decision-making through accurate, automated reports.
- Users appreciate the **report creation capabilities** of Spreadsheet Server, benefiting from automated and customizable reporting features.
- Users value the **exceptional reporting quality** of Spreadsheet Server, delivering accurate insights seamlessly integrated with Excel.
- Users value the **quick and knowledgeable customer support** that enhances their experience with Spreadsheet Server.

##### Cons

- Users find the **slow performance** frustrating when opening files, though it can be improved by adjusting settings.
- Users face **integration issues** when using legacy ERP databases, requiring custom SQL that diminishes product effectiveness.
- Users find the **limited customization** of Spreadsheet Server restrictive, especially with non-standard ERP accounting databases.
- Users experience **performance issues** like delays after switching to the cloud, but they have adapted over time.
- Users experience **delays with Project Delays** after transitioning to the cloud-based Spreadsheet Server, but have adapted over time.

#### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware?

**["Easy-to-Automate Queries for Thorough, Department-Wide Reporting"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)**

**Rating:** 4.0/5.0 stars

_— Brandon H._

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)

**["Versatile"](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)**

**Rating:** 4.0/5.0 stars

_— Verified User in Wholesale_

[Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)

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

Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data warehouse. No nightly refresh. No BI consultant on retainer. The number in your cell is the number in your ERP. Finance teams spend roughly 60% of their time getting data out of systems. Velixo makes that 0%. Velixo connects bidirectionally to Acumatica, Sage Intacct, Microsoft Dynamics 365 Business Central, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. You build reports, analyze financial and operational data, and push journals, budgets, and forecasts back to the ERP from the same workbook. Excel stays Excel. Your ERP stays your ERP. Velixo is the wire between them. What finance teams do with it Hampton Enterprises saves 24 to 32 hours per month across six project managers on the Cost-to-Complete report alone. Yardnique saves 2 to 3 hours every time they hit refresh, on 20+ years of existing Excel reports. Mid-States Companies cut estimate and proposal manhours in half. Cornell Cooperative Extension took their budgeting cycle from days to hours using bulk writeback. A family office reporting practice cut bi-annual client prep from two weeks to 5 to 6 days. Velixo Intelligence AI for finance, built by people who know finance. Ask why operating margin dropped in March and get the answer with the source rows highlighted in your sheet. Right-click a cell to troubleshoot a formula or analyze a variance. Use VX.ANALYSIS to drop refreshable, in-cell commentary next to the numbers it explains. Three orchestrated agents (Guide, Analyst, Report Builder) work behind the scenes. No checklist of agents to learn. No menu to navigate. You type the question. Velixo routes it. AI Credits are governed, opt-out is available for organizations with strict AI policies, and Velixo Intelligence is not available on free evaluations. Use cases - Financial reporting and analysis. - Consolidation across entities. - Allocations. - Operational and project reporting. - Budgeting and planning with live writeback. - Project accounting and forecasting. - Construction reporting (WIP, Cost-to-Complete, committed costs). - Bulk data input. - Fixing data quality issues at the source. Key capabilities: - Real-time reporting and budgeting against the live ERP - Purpose-built Accelerator functions for GL, AR, AP, projects, and inventory - Velixo Intelligence, an AI analyst that lives inside Excel (Private Preview) - Smart drilldown from any cell into the underlying ERP transactions - Live writeback of journals, budgets, and project forecasts - Bulk data push to any ERP entity - Pre-built report templates - SSO and synchronized ERP role-based security - Automated report distribution and scheduling - Report embedding - Microsoft 365 integrations Why teams pick Velixo: 3,400 customers across 25 countries. 150+ partners globally. 97% retention. #1 Momentum Leader on G2 Financial Analysis with 4.7/5 over 200+ reviews. Best-selling app on the Acumatica, Sage, and MYOB marketplaces. Three-time Acumatica ISV Partner of the Year. SOC 2 Type II. ISO 27001. Microsoft's key Excel technology partner. If you know Excel, you know Velixo.

**Average Rating:** 4.7/5.0

**Total Reviews:** 256

#### How Do G2 Users Rate Velixo?

- **Custom Reports:** 8.9/10 (Category avg: 8.7/10)
- **Report Types:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom KPIs:** 8.4/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Velixo?

- **Seller:** [Velixo](https://www.g2.com/sellers/velixo)
- **Company Website:** www.velixo.com
- **Year Founded:** 2017
- **HQ Location:** Montreal, QC
- **Twitter:** @VelixoSolutions  
90 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/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 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controller, CFO
- **Top Industries:** Construction, Accounting
- **Company Size:** 61% Medium, 28% Small

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

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Velixo, as it seamlessly integrates with familiar Excel for efficient reporting.
- Users value the **seamless Excel integration** of Velixo, enabling real-time data access and efficient report management.
- Users value the **reporting efficiency** of Velixo, enjoying streamlined data management and real-time insights in Excel.
- Users value the **Excel functionality** of Velixo, enjoying seamless integration and real-time data access for efficient reporting.
- Users value the **time-saving capabilities** of Velixo, dramatically reducing report generation and data updating tasks.

##### Cons

- Users experience **Excel integration issues** , making it challenging to connect and utilize Velixo effectively.
- Users note a challenging **learning curve** , especially for those unfamiliar with Excel or ERP systems.
- Users find the **complexity of formulas** in Velixo challenging, making reporting more difficult than necessary.
- Users report **refresh issues** with Velixo, noting longer wait times and occasional technical errors impacting usability.
- Users experience **slow performance** with Velixo, especially when multiple users access data simultaneously, affecting efficiency.

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

**["Easy, Powerful Reporting Once You Learn Velixo Formulas"](https://www.g2.com/survey_responses/velixo-review-12590124)**

**Rating:** 5.0/5.0 stars

_— Karen M._

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

**["Velixo Makes Sage Intacct Dimension Reporting Simple and Powerful"](https://www.g2.com/survey_responses/velixo-review-13208144)**

**Rating:** 5.0/5.0 stars

_— Chad R._

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

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

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

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