---
title: Vivid Reports CPM Reviews
meta_title: 'Vivid Reports CPM Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 17 reviews by the users' company size, role or industry to
  find out how Vivid Reports CPM works for a business like yours.
aggregate_rating:
  rating_value: 4.9
  review_count: 17
  scale: '5'
date_modified: '2026-07-17'
parent_category:
  name: Accounting & Finance
  url: https://www.g2.com/categories/accounting-finance
---

# Vivid Reports CPM Reviews
**Vendor:** Vivid Reports  
**Category:** [FP&amp;A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis)  
**Average Rating:** 4.9/5.0  
**Total Reviews:** 17
## About Vivid Reports CPM
Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.



## Vivid Reports CPM Pros & Cons
**What users like:**

- Users appreciate the **ease of use** of Vivid Reports CPM, simplifying daily tasks with intuitive features and support. (9 reviews)
- Users find the **ease of implementation** of Vivid Reports CPM enhances their overall experience and productivity. (6 reviews)
- Users highlight the **exceptional customer support** of Vivid Reports CPM, noting quick responses and impressive assistance. (5 reviews)
- Users value the **customizability** of Vivid Reports CPM, allowing tailored solutions for their specific company needs. (5 reviews)
- Users value the **ease of use** and **customizability** of Vivid Reports for streamlined reporting and data analysis. (5 reviews)
- Customization (4 reviews)
- Financial Management (4 reviews)
- Implementation Ease (4 reviews)
- Insights Analysis (4 reviews)
- Real-time Updates (4 reviews)

**What users dislike:**

- Users find the **steep learning curve** for Vivid Reports CPM requires extensive training to optimize usage. (4 reviews)
- Users face a significant **learning difficulty** with Vivid Reports CPM, requiring extensive training to utilize it effectively. (3 reviews)
- Users find that **filtering issues** slow down their workflow and wish for an &quot;undo&quot; feature for corrections. (1 reviews)
- Users find that **insufficient training** hampers effective use of Vivid Reports CPM and diminishes its potential benefits. (1 reviews)
- Users struggle with **navigation issues** , finding it difficult to perform multidimensional lookups effectively in Vivid Reports CPM. (1 reviews)
- Project Delays (1 reviews)
- Slow Performance (1 reviews)

## Vivid Reports CPM Reviews
  ### 1. Consistent, trustworthy reporting for multiple ERPs

**Rating:** 5.0/5.0 stars

**Reviewed by:** Nathan D. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 27, 2026

**What do you like best about Vivid Reports CPM?**

What’s most helpful about Vivid Reports is how quickly it lets us turn ERP data into usable, reliable reports without heavy custom development. We’ve used it with both SYSPRO and Dynamics 365 Business Central, and in both cases it provided a consistent, Excel‑friendly reporting layer that our finance and operations teams could actually own. For organizations that live in Excel but need accurate ERP data, Vivid Reports bridges that gap very well.

**What do you dislike about Vivid Reports CPM?**

Not a Vivid limitation, but it requires a good bit of upfront structure planning.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid Reports CPM solves the problem of fragmented financial data and manual, spreadsheet‑heavy budgeting and forecasting processes. It gives us a structured way to align budgets, forecasts, and actuals directly with ERP data from SYSPRO and Business Central

  ### 2. Easy to Use, Does Everything We Need—With Outstanding Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Retail | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 24, 2026

**What do you like best about Vivid Reports CPM?**

Vivid is easy to use and has been able to do everything we’ve wanted it to do. The customer support is some of the best I’ve ever experienced with a software company. They respond quickly, are willing to teach, and are consistently friendly, helpful, and knowledgeable.

**What do you dislike about Vivid Reports CPM?**

We haven't found any downsides yet!  We love it.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

We use Vivid to create our monthly financial reports, along with many other analyses. It has saved our team a lot of time and made our reporting process much more efficient.

  ### 3. Fully customizable data analysis & reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Angel A. | Financial Reporting Officer, Enterprise (> 1000 emp.)

**Reviewed Date:** September 25, 2025

**What do you like best about Vivid Reports CPM?**

Vivid is fully customizable & easily changeable as reporting requirements change.  The ability to add additional columns quickly for improved data analysis is a key feature.  The drill down & export functions are also important features.

**What do you dislike about Vivid Reports CPM?**

Nothing that I particularly dislike.  Would like the ability to slice the drill down in multiple ways instead of having to export to excel.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid is used in our organization daily for data analysis, account reconciliations, financial reporting, budgeting and forecasting.  We've been using Vivid for 7 years now.

  ### 4. Custom, Simple, Financial Reporting Tool

**Rating:** 4.5/5.0 stars

**Reviewed by:** Drew V. | Financial Analyst, Health, Wellness and Fitness, Enterprise (> 1000 emp.)

**Reviewed Date:** March 26, 2025

**What do you like best about Vivid Reports CPM?**

I enjoy the ease of use, having all the data at your fingertips! This goes a far way and makes it so much simpler. I also enjoy being able to fully customize what I'm looking at. Having the product being built in excel makes it easier as well as I don't have to learn an entirely new program, I can build off my current base!

**What do you dislike about Vivid Reports CPM?**

I dislike not being able to do multidimensional lookups easily with a control panel. I wish it was able to easily look at multiple different parts of the account code in order to select both division and department easier at my company.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

It is solving being able to find transaction details at the click of a button. It also allows easier reporting  based off the GL string to isolate accounts, allowing for strategic decision making based off of easier visibility.

  ### 5. Simple, yet powerful financial reporting tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jorge W. | Manager, Financial Reporting and Analysis, Mid-Market (51-1000 emp.)

**Reviewed Date:** September 30, 2025

**What do you like best about Vivid Reports CPM?**

VIVID Reports CPM is easy to implement and easy to use. VIVID can handle multi companies, multi departments and multi currencies.

The drilldown capabilities are exceptional. We are able to drilldown right to the invoice which in our case reduce the need to access our accounting software.

We use Vivid Reports CPM daily.

Customer support is beyond exceptional! Help requests are answered within minutes!

**What do you dislike about Vivid Reports CPM?**

Nothing to dislike about Vivid Reports CPM

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid Reports CPM eliminates manual inputs which helps streamline the financial reporting process.

  ### 6. Management Reporter on Steroids

**Rating:** 5.0/5.0 stars

**Reviewed by:** Frank B. | CFO, Enterprise (> 1000 emp.)

**Reviewed Date:** March 25, 2025

**What do you like best about Vivid Reports CPM?**

You can create reports that are presentation quality or analytical. Either way you have in-depth analysis capabilities to get to the lowest level of data whether it is a journal entry or an invoice (including the invoice image).

**What do you dislike about Vivid Reports CPM?**

As of today, I have no cons to report. Vivid recently added a feature that allows for on-demand data refresh on a limited basis. My only dislike was the absence of this feature and that issue no longer exists.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid Reports has put data and analysis at my fingertips and played a huge role in taking us from a 12 day closing to a 5 day closing

  ### 7. Vivid is the most appropriate solutions for consolidating various entities

**Rating:** 5.0/5.0 stars

**Reviewed by:** Cheryl D. | Corporate Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 26, 2025

**What do you like best about Vivid Reports CPM?**

Vivid has various numbers of benefits starting with very knowledgeable and accommodating instructors which assist in creating a solid foundation for any successful reporting packages. The software allows the end user to create an unlimited number of reports that relate to current and previous years for comparisons and analysis. 

Along with creating reports it can pull different currencies of various entities into one reporting currency which a required for our monthly reporting packages

**What do you dislike about Vivid Reports CPM?**

At the beginning its the learning curve to be able to understand the setup to create the reports

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid has become the system that will allow us to create reports in local currency and our report currency for several reports by a click of a button which is done on 12 companies simultaneously

  ### 8. Vivid Reports CPM Is THE Budget and Reporting Solution

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Newspapers | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about Vivid Reports CPM?**

Vivid Reports CPM is one of the easiest tools to use and implement with an ERP system. We use Vivid as our primary reporter and financial analysis tools. The budgeting tools bring simplicity to a complext process. You can use Vivid to create and report budget informaiton, but also import the budget information into the ERP. Drill down features are intuitive.  Vivid Reports is robust enought to handle mulitple companies, on multiple databases, with multiple year ends, but simple enough to where anyone can make the report work exactly as what is desired. Customer service is fantastic! They will show you the tools to "Vividize" current reports and are able to walk you through any situation. IT support works to fix the root cause of issues so you don't feel you are calling about the same things.

**What do you dislike about Vivid Reports CPM?**

Overall there is nothing significant about the software that is undesirable.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid Reports CPM provides reliable reporting with the ability to drill down to the individual account and transations, but also to provide consolidated results at a c suite level report. Budgeting is as easy as having a non-financial person put values into Excel cells, yet robust enough to provde up todate values on a consolidated view. Budget features allow for a reasonable amount of complexity and include features to determine the assumptions to budgeting.

  ### 9. Vivid makes financial reporting a breeze

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Construction | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 16, 2024

**What do you like best about Vivid Reports CPM?**

Vivid is the right software for our company as it can be tailored to meet our company's needs. We use Vivid Software for monthly financial reporting for multiple companies. 

I am eespecially fond of the "drill" functions (down, across, etc) are great. I can drill into individual lines right from Vivid without needing to access our ERP. Exporting then to excel is a valuable tool for identifying trends and comparing YOY. 

It took some time to implement and receive appropriate training. Once that was all complete, I am confident in my abilities to use, modify, and maintain the software. 

Customer support is exceptional. We have reference binders and traning videos to use as additional on-site support. I also find a great deal of value in the quarterly newsletters. So many helpful tips!

**What do you dislike about Vivid Reports CPM?**

It takes a fair amount of training to be fully functional and get optimal use out of the Vivid.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Being excel-based, Vivid is using the same platform I work in day-to-day. This benefits me and my organization as I can get the most out of the software. Also, we recently moved to the cloud. Vivid's integration and software support meant we had one less thing to worry about with the transition.

  ### 10. Vivid Reports CPM is the best solution for your budgeting and financial report needs

**Rating:** 5.0/5.0 stars

**Reviewed by:** James B. | Budget Accountant, Mid-Market (51-1000 emp.)

**Reviewed Date:** February 05, 2025

**What do you like best about Vivid Reports CPM?**

After the initial training and set-up, Vivid is easy and flexible to use.  After implementation, we've been able to streamline our budget process and add more features compared to our prior version.  Over the past three years, we've integrated more complex financial reports internally and for external parties.

**What do you dislike about Vivid Reports CPM?**

Extensive training is required to understand Vivid but they have knowledgeable staff who provide the training.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

We needed a new budgeting system and Vivid Reports CPM provided the solution we needed.

  ### 11. My experience with Vivid has been nothing short of exceptional.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Faraz A. | Business Analyst, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 22, 2025

**What do you like best about Vivid Reports CPM?**

Advantages of Vivid: 

Ease of Use 
Ease of Implementation
Amazing support from the team 
Wide range of features
Ease of Integration
UI is easy to use/follow
Concept of Vivid is easy to understand.

**What do you dislike about Vivid Reports CPM?**

Disadvantages of Vivid:

Creating filters takes some time. 
No "undo" button

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Vivid is streamlining the financial reporting process by eliminating manual inputs, which typically take hours to generate reports for multiple entities each month. It speeds up the creation of consolidation reports, and once filters are set up, reports can be generated in minutes.

  ### 12. Vivid Reports

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carissa F. | Assistant Controller, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about Vivid Reports CPM?**

Vivid Reports has completely transformed how my company prepares financial statement reports. It's very easy to use and quick to update drafts. Implementation was a breeze and were fully integrated and live within the first month of having Vivid. We've cut so much time off of our reporting processes using this tool and have been able to develop new reporting that we previously just didn't have the time for. 

The customer service at Vivid is top notch! I've been incredibly impressed with the company and the product and I would absolutely recommend them.

**What do you dislike about Vivid Reports CPM?**

I just wish I had known about Vivid Reports sooner!

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Any issues I've had to date have been solved. I have put in requests for more API features in the future, which are under consideration.

  ### 13. Our Company has used both the Vivid CPM and Flex products for many years and we are very happy!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Phil W. | CEO, Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2024

**What do you like best about Vivid Reports CPM?**

The CPM product allows us to build up our financial reporting in excel loading results immediately from our ERP system. We can also drill down into any account seeing the detail transactions from the worksheet.
It is very easy to use and write your own reports in your format.

**What do you dislike about Vivid Reports CPM?**

There is nothing we have found in CPM that we dislike.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Ease of reporting and access to financial information.

  ### 14. Vivid CPM is super-flexible for designing templates that are refreshable, saving oodles of time!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Amy B. | President, Small-Business (50 or fewer emp.)

**Reviewed Date:** February 04, 2025

**What do you like best about Vivid Reports CPM?**

Creating filters to be used globally, budgeting, easy to learn and use, Excel-based.

**What do you dislike about Vivid Reports CPM?**

I cannot think of anything I dislike about Vivid Reports CPM.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Saves time by automating the creation of financial statements and reporting.

  ### 15. Amazing add on for financial reporting

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jackie K. | Director of Finance, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 12, 2024

**What do you like best about Vivid Reports CPM?**

Vivid allows me to have interactive financial statements with up to date information. I am able to customize my reporting and see detailed data withouth having to log into my accounting software. The customer support is quick and helpful.

**What do you dislike about Vivid Reports CPM?**

There is nothing I dislike about Vivid Reports

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

GL line item budgeting and detailed tracking. Financail statement creation and segmentation.

  ### 16. Wish I had discovered it sooner!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Colin S. | Chief Financial Officer, Small-Business (50 or fewer emp.)

**Reviewed Date:** December 17, 2024

**What do you like best about Vivid Reports CPM?**

How easy it is to use, build reports, run reports, updated reports, and the list goes on!

**What do you dislike about Vivid Reports CPM?**

So far I have found no downsides for our business. The additional cost to the business is more than saved in hours given back to the staff.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

It has solved our automated consolidation issues, both for the income statement and balance sheet. It has also automated at least 95% of our budget and forecasting, allowing me to perform more reviewing and less doing.

  ### 17. Vivid CPM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Babatunde O. | Enterprise (> 1000 emp.)

**Reviewed Date:** December 12, 2024

**What do you like best about Vivid Reports CPM?**

Vivid CPM is easy to use with less coding. The report can also be exported in excel for easy analysis

**What do you dislike about Vivid Reports CPM?**

Sometimes, there is delay in extracting data when using the drill down feature.

**What problems is Vivid Reports CPM solving and how is that benefiting you?**

Management reporting and creation of dashboard for decision making.



- [View Vivid Reports CPM pricing details and edition comparison](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-02+17%3A37%3A49+-0500&secure%5Bsession_id%5D=5e46bc0c-d320-4809-b37f-520ba36cfbd0&secure%5Btoken%5D=486001c9e4313abb352bfc67aa859ef5ba8855bc0b2f3743492212840ae96ca9&format=llm_user)

## Vivid Reports CPM Features
**Budget Creation**
- Data Import
- Budget Hierarchies
- Versioning
- Formulas
- What-If
- Budget Periods

**Financial Planning**
- Extended Planning
- Reporting
- Integration

**Agentic AI - Accounting & Finance**
- Autonomous Task Execution

**Agentic AI - FP&A (Financial Planning & Analysis) **
- Proactive Assistance
- Decision Making

**Financial Insight**
- Budgeting
- Forecasting
- Planning

**Budget Management**
- Consolidation
- Adjustments
- Workflows

**Data**
- Data Visualization
- Data Analysis
- Custom Reporting

**Forecasting**
- Historical Data
- Reforecast
- Forecast Types
- Rolling Forecasts
- AI

**Status Communication**
- Collaboration
- Version Control
- Real-Time Data Updates
- Scorecards

**Analytics**
- Variance Analysis
- Forecasts Comparison
- Forward Looking

**Agentic AI - Budgeting and Forecasting**
- Natural Language Interaction
- Proactive Assistance
- Decision Making

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