# Best Budgeting and Forecasting Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall Budgeting and Forecasting category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Budgeting and Forecasting to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Budgeting and Forecasting category. In addition to qualifying for inclusion in the Budgeting and Forecasting Software category, to qualify for inclusion in the Small Business Budgeting and Forecasting Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 265 ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 11,200+ Authentic Reviews - 265+ 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. ## Top Budgeting and Forecasting Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (392 reviews) | Cross-functional connected budgeting and scenario forecasting | "[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)" | | 2 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (321 reviews) | Excel-native multi-source budgeting and consolidation | "[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (464 reviews) | Excel-native FP&A with centralized version control | "[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)" | | 4 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (223 reviews) | Multidimensional budgeting with in-memory scenario modeling | "[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)" | | 5 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 6 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (487 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (98 reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 8 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,125 reviews) | Linked budget-to-report financial close workflows | "[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)" | | 9 | [Velixo](https://www.g2.com/products/velixo/reviews) | 4.7/5.0 (250 reviews) | ERP-to-Excel budgeting with live writeback | "[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)" | | 10 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (146 reviews) | Multi-source consolidation with unified budgeting and forecasting | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | ## Which Type of Budgeting and Forecasting Software Tools Are You Looking For? - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) *(current)* - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- **Sponsored** ### Cube Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122537&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting&secure%5Btoken%5D=647c98dbb37b02763cbfad55895f9fd4ffaf8ebbcc03ef8e930a8f5e64c76f9d&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Ddefault&secure%5Burl_type%5D=book_demo) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [LiveFlow](https://www.g2.com/products/liveflow/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **Product Description:** LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of LiveFlow, finding it simplifies financial reporting and enhances efficiency significantly. - Users find that LiveFlow delivers **significant time savings** , streamlining month-end processes with its intuitive features. - Users value the **time-saving features** of LiveFlow, significantly reducing month-end review efforts and enhancing report quality. - Users value the **reporting efficiency** of LiveFlow, saving time and improving accuracy in financial reporting processes. - Users highlight **efficiency** improvements with LiveFlow, drastically reducing time spent on financial reporting and data management. **Cons:** - Users note the **missing features** , particularly in integration and budget pulling from accounting software like QuickBooks. - Users find **limited customization** options in LiveFlow, hindering the creation of tailored financial reports and integrations. - Users express frustration with **inefficient reporting** in LiveFlow, requiring manual adjustments and lacking direct replication from QuickBooks. - Users find the **pricing steep** for LiveFlow, especially for early-stage businesses, making it a significant investment. - Users find **limited reporting capabilities** in LiveFlow, requiring manual adjustments and lacking deeper customization options. #### Key Features - Data Import - Historical Data - Variance Analysis - Data Import - Report Templates #### What Are Recent G2 Reviews of LiveFlow? **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 2. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 223 **Product Description:** 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. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of IBM Planning Analytics, enabling swift data handling for informed decision-making. - Users appreciate the **planning efficiency** of IBM Planning Analytics, benefiting from robust forecasting and flexible reporting. - Users value the **real-time analytics** of IBM Planning Analytics, enhancing decision-making and streamlining their data interactions. - Users highlight the **user-friendly interface** of IBM Planning Analytics, making navigation and functionality seamless and intuitive. - Users appreciate the **forecasting accuracy** of IBM Planning Analytics, enhancing efficiency in planning and decision-making processes. **Cons:** - Users face a **steep learning curve** with IBM Planning Analytics, complicating setup and dashboard creation. - Users face a **steep learning curve** with IBM Planning Analytics, making it challenging for newcomers to get started. - Users experience a **steep learning curve** with IBM Planning Analytics, making setup and navigation difficult for newcomers. - Users report a **difficult learning curve** , requiring extensive training and technical knowledge to effectively utilize IBM Planning Analytics. - Users note the **complexity of the initial setup** , making navigation and effective model creation challenging for newcomers. #### Key Features - Budgeting - Collaboration - Variance Analysis - Optimization - Data Import #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Transforms Financial Planning but Needs UI Improvement](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12650016)"** **Rating:** 4.0/5.0 stars *— Melvin D.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12650016) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) ### 3. [Productive](https://www.g2.com/products/productive/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 71 **Product Description:** Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility across your entire company. Sales Pipeline Easily manage your sales funnel and win more deals with a simple CRM solution. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Resource Planning Organize and plan a work schedule for your entire agency. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports from scratch by focusing on what's important for you: Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services. ### What Do G2 Reviewers Say About Productive? *AI-generated summary from verified user reviews* **Pros:** - Users find Productive's **ease of use** enhances productivity with its intuitive interface and seamless integrations. - Users value the **flexibility and customizability** of Productive, enhancing their user experience across diverse workflows. - Users value the **seamless team collaboration** in Productive, enhancing project management and overall workflow efficiency. - Users love the **intuitive and user-friendly interface** of Productive, facilitating quick onboarding and effective collaboration. - Users highly value the **responsive and personal customer support** of Productive, enhancing their overall experience significantly. **Cons:** - Users feel the **lack of integrations** hampers efficiency, needing better connections between modules and third-party tools. - Users note the **missing flexibility in reporting** and desire more features in the mobile app for better usability. - Users struggle with **organization difficulties** , finding report configurations and module integration challenging within Productive. - Users find the **reporting challenging** due to a lack of flexibility and difficulty in configuring specific reports. - Users find the **complex usability** of Productive challenging, particularly when configuring specific reports and navigating the layout. #### What Are Recent G2 Reviews of Productive? **"[Productive made my job easier, accurate resource planning, higher productivity and better workflows](https://www.g2.com/survey_responses/productive-review-12406445)"** **Rating:** 5.0/5.0 stars *— Yulija K.* [Read full review](https://www.g2.com/survey_responses/productive-review-12406445) --- **"[Smooth, Easy-to-Learn Budgeting and Resourcing for Clear Project Tracking](https://www.g2.com/survey_responses/productive-review-12612766)"** **Rating:** 4.5/5.0 stars *— Oliver W.* [Read full review](https://www.g2.com/survey_responses/productive-review-12612766) --- #### What Are G2 Users Discussing About Productive? - [What are the benefits of productivity software?](https://www.g2.com/discussions/what-are-the-benefits-of-productivity-software) - [What are 3 examples of productivity software?](https://www.g2.com/discussions/what-are-3-examples-of-productivity-software) - [What is productivity software?](https://www.g2.com/discussions/what-is-productivity-software) ### 4. [Acterys](https://www.g2.com/products/acterys/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 59 **Product Description:** Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way. ### What Do G2 Reviewers Say About Acterys? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **automation capabilities** of Acterys, streamlining integration and process customization with ease. - Users value the **seamless connectivity** of Acterys, enabling smooth integration with various data sources and systems. - Users value the **easy integrations** of Acterys, enjoying seamless connections and simplifying data management for teams. - Users value the **intuitive data integration and planning features** of Acterys, enhancing collaboration for finance and data teams. - Users value the **seamless data integrations** in Acterys, enhancing efficiency for finance and development teams alike. #### Key Features - Forecasting - Scorecards - Data Import - Consolidation - Historical Data #### What Are Recent G2 Reviews of Acterys? **"[Initially bought it for FP&A and now use it for so much more](https://www.g2.com/survey_responses/acterys-review-9657795)"** **Rating:** 5.0/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) --- **"[Acterys - An innovative solution](https://www.g2.com/survey_responses/acterys-review-11449495)"** **Rating:** 5.0/5.0 stars *— Luis C.* [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) --- #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### 5. [Datarails](https://www.g2.com/products/datarails/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 321 **Product Description:** 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. With 200+ 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. ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Datarails, appreciating its intuitive features and seamless integration with Excel. - Users value the **reporting efficiency** of Datarails, which greatly enhances financial analysis and simplifies budget processes. - Users value the **Excel integration** feature of Datarails, enhancing their efficiency while leveraging familiar tools for analysis. - Users praise Datarails for its **efficient data management** , streamlining financial reporting and enhancing accuracy across various sources. - Users commend Datarails for its **remarkable efficiency** , streamlining data processes and reducing manual tasks effectively. **Cons:** - Users find the **learning difficulty** of Datarails challenging, especially when beginning to build reports and troubleshoot. - Users find a **steep learning curve** with Datarails, requiring significant time and effort to master its features. - Users struggle with the **limited export options** of Datarails, missing the ability to export to Excel directly. - Users experience a **steep learning curve** with Datarails, requiring training and adaptation to master its features. - Users often find the **initial data input and backend complexity** of Datarails challenging, impacting their overall experience. #### Key Features - Planning - Collaboration - Consolidation - Historical Data - Forward Looking #### What Are Recent G2 Reviews of Datarails? **"[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)"** **Rating:** 4.5/5.0 stars *— Donavan L.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12783450) --- **"[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)"** **Rating:** 5.0/5.0 stars *— Monica P.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12804837) --- #### 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) ### 6. [Joiin](https://www.g2.com/products/joiin/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 83 **Product Description:** Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** invaluable for quick and efficient consolidation reporting and data management. - Users are pleased with the **ease of reporting consolidation** , finding it simple and efficient for management accounts. - Users find **reporting efficiency** remarkable with Joiin, enabling quick and easy monthly management account preparation. - Users commend the **speedy and helpful customer support** of Joiin, ensuring a smooth experience with prompt responses. - Users commend the **ease of report creation** in Joiin, valuing its user-friendly interface and seamless integration. **Cons:** - Users find Joiin's reporting to be **inefficient** , especially regarding filters, entity changes, and export formatting. - Users find the **limited chart options** and missing features to restrict functionality and usability in Joiin. - Users experience **reporting issues** with filtering and formatting, leading to inefficiencies during report generation and export. - Users note that **limited reporting capabilities** and formatting issues hinder efficient report generation in Joiin. - Users note some **formatting issues** with reports and exports, requiring additional cleanup before sharing. #### Key Features - Data Import - Data Consolidation - Report Templates - Standard Reports - Dashboards #### What Are Recent G2 Reviews of Joiin? **"[Seamless Consolidation with Stellar Support](https://www.g2.com/survey_responses/joiin-review-12624731)"** **Rating:** 5.0/5.0 stars *— Jonothon .* [Read full review](https://www.g2.com/survey_responses/joiin-review-12624731) --- **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 7. [Anaplan](https://www.g2.com/products/anaplan/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 392 **Product Description:** 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 market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Anaplan, which simplifies planning across various applications and teams. - Users value the **flexibility** of Anaplan, enabling tailored planning models that enhance business-specific solutions. - Users value Anaplan's **user-friendly interface** and customizable planning models, making it versatile for various applications. - Users value the **efficiency** of Anaplan, enabling quick adaptations and reducing manual efforts across multiple business areas. - Users appreciate the **scalability and flexibility** of Anaplan, effectively addressing diverse planning needs across various business functions. **Cons:** - Users face **performance limitations** and high costs with Anaplan, impacting scalability and user experience significantly. - Users are frustrated by **missing features** in Anaplan, including limited APIs and inadequate reporting options. - Users find the **learning curve challenging** , as mastering Anaplan requires significant time and expertise. - Users experience **performance issues** with Anaplan, including lengthy loading times and slow models during complex recalculations. - Users find a **lack of features** in Anaplan, wishing for better integration and essential tools without additional costs. #### Key Features - Customization - Shift Scheduling - Data Visualization - Collaboration - Production Planning - Supply Chain Planning #### What Are Recent G2 Reviews of Anaplan? **"[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)"** **Rating:** 5.0/5.0 stars *— Tony V.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12677648) --- **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment ### 8. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **Product Description:** The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **outstanding customer support** from Clockwork.ai, making implementation smooth and efficient. - Users find Clockwork.ai to be **extremely easy to use** , streamlining implementation, management, and scaling for their needs. - Users appreciate the **ease of implementation** with Clockwork.ai, allowing for quick setup and efficient use. - Users praise the **implementation ease** of Clockwork.ai, highlighting quick setup and responsive support from the team. - Users highlight the **ease of automation** in Clockwork.ai, making management and scaling seamless and efficient. **Cons:** - Users notice that Clockwork.ai has a **slow loading** issue, which can slightly impact their overall experience. - Users find the **slow performance** of Clockwork.ai to be a minor inconvenience during load and update times. - Users note **performance issues** with loading and updates, but generally find them acceptable given the data processing involved. - Users note that **update issues** result in a slight delay, but find it manageable given the data processing involved. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 9. [Fathom](https://www.g2.com/products/fathom/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 68 **Product Description:** Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance. ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **intuitive automation features** of Fathom, enhancing reporting and saving time with each month-end close. - Users praise Fathom's **easy-to-understand reporting** , which significantly reduces their workload and enhances client communication. - Users value the **ease of use** of Fathom, enjoying seamless integration and time-saving reporting features. - Users value Fathom's **reporting efficiency** , saving time and simplifying complex financial presentations for stakeholders. - Users praise Fathom's **exceptional customer support** , noting quick responses and thoughtful assistance enhancing their experience significantly. **Cons:** - Users express frustration over **missing features** in Fathom, desiring more flexibility and better accrual handling. - Users find **upload issues** frustrating, preferring a more seamless and automated integration with QuickBooks. - Users find **customization difficult** with Fathom, often feeling restricted by rigid reporting tools and needing clear guidance. - Users face **import issues** with Fathom, finding data uploads and Quickbooks integration cumbersome and error-prone. - Users feel that **improvements are needed** in multi-company tracking, accrual forecasting, and report customization clarity. #### What Are Recent G2 Reviews of Fathom? **"[Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort](https://www.g2.com/survey_responses/fathom-review-12511853)"** **Rating:** 5.0/5.0 stars *— Nicholas L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12511853) --- **"[Effortless Financial Presentations with Fathom](https://www.g2.com/survey_responses/fathom-review-12814071)"** **Rating:** 4.5/5.0 stars *— Michael H.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12814071) --- ### 10. [Velixo](https://www.g2.com/products/velixo/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 250 **Product Description:** Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and budgeting capabilities with your ERP? Do you want to leverage the power and flexibility of Excel without sacrificing the accuracy and security of your data? Velixo connects directly to Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, Haufe X360, bidirectionally, and provides you with a range of optimized features to create reports, analyze and interact with your financials, operational or project data in real-time, all within the Excel you love and already know. It can also push any data to your Cloud ERP, making it a real game changer for budgeting and automating data entry for data quality purposes or key business use cases. With research indicating that 80% of users revert to Excel for further analysis after exploring alternatives, Velixo offers a compelling solution starting directly from Excel. Use cases include: financial reporting & analysis, consolidation, allocation, operational reporting, budgeting and planning, project accounting, project forecasting, construction reporting, bulk data input, and fixing data quality issues. Velixo helps thousands of organizations of any size, and boasts an impressive perfect satisfaction score among the community. If you know how to Excel, you know how to Velixo! Ready to see how our multi-award winning software can maximize the value derived from your ERP investment, boost your productivity and accelerate business outcomes? Key features: • Real-time reporting & budgeting • Purpose-built Accelerator functions • Velixo Intelligence • Smart drilldown to explore data in Excel and in your ERP • Live writeback of Journals, Budgets, and Project forecasts • Data push for any data, in any ERP entity • Pre-built Templates • SSO and synchronized ERP security • Automated report distribution • Report embedding • Microsoft 365 integrations ### What Do G2 Reviewers Say About Velixo? *AI-generated summary from verified user reviews* **Pros:** - Users find Velixo's **ease of use** invaluable, seamlessly integrating with Excel for efficient reporting and data extraction. - Users value the **seamless Excel integration** that enhances efficiency and maintains up-to-date accounting data effortlessly. - Users value the **reporting efficiency** of Velixo, enjoying effortless data integration and real-time updates for accurate reports. - Users praise Velixo for its **time-saving integration** with Excel, streamlining financial reporting and reducing manual errors. - Users love the **real-time data** from Velixo, enabling quick access to updated financial information and effective monitoring. **Cons:** - Users find that there is a significant **learning curve** with Velixo, making initial use challenging for beginners. - Users face challenges with **formula issues** , experiencing errors and inconsistencies that complicate reporting efforts in Velixo. - Users find **Excel dependency** challenging due to integration issues, lagging, and a lack of standalone functionality. - Users face **Excel integration issues** with Velixo, experiencing significant lags and slow loading times when using the software. - Users face challenges with **reporting issues** , including error messages and needing help from trained colleagues to resolve problems. #### Key Features - Versioning - Consolidation - AI - Forward Looking - Data Import #### What Are Recent G2 Reviews of Velixo? **"[Transforms Acumatica into a Dynamic Solution](https://www.g2.com/survey_responses/velixo-review-10438038)"** **Rating:** 5.0/5.0 stars *— Johanna K.* [Read full review](https://www.g2.com/survey_responses/velixo-review-10438038) --- **"[Streamlined Budgeting & Data Analysis](https://www.g2.com/survey_responses/velixo-review-11544025)"** **Rating:** 5.0/5.0 stars *— Kelly M.* [Read full review](https://www.g2.com/survey_responses/velixo-review-11544025) --- #### What Are G2 Users Discussing About Velixo? - [What is Velixo used for?](https://www.g2.com/discussions/what-is-velixo-used-for) - 1 comment, 1 upvote ### 11. [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 28 **Product Description:** Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex financial models. ### What Do G2 Reviewers Say About Parallel? *AI-generated summary from verified user reviews* **Pros:** - Users value the **forecasting capabilities** of Parallel, enhancing decision-making through detailed scenario planning and financial insights. - Users praise the **excellent customer support** from Parallel, noting the team's dedication and responsiveness in addressing needs. - Users find Parallel's **ease of use** evident in quick setup and seamless scenario modeling, enhancing decision-making efficiency. - Users highlight the **easy setup** process of Parallel, allowing for quick and efficient financial modeling and decision-making. - Users value the **efficiency of Parallel** , enabling quick decision-making and effective modeling for business growth. **Cons:** - Users mention encountering **occasional software bugs** in Parallel, particularly during initial use, but improvements noted over time. - Users notice a **steep learning curve** with Parallel, especially those lacking a strong finance background. - Users report **download issues** with Parallel, particularly with exporting financials, though feedback is welcomed and addressed quickly. - Users face a **steep learning curve** with Parallel, particularly those lacking a finance background, but support helps ease the process. - Users experience a **limited visualization** in Parallel, making it challenging to grasp financial concepts initially. #### Key Features - Data Import - Reporting Hierarchy - Standard KPIs - Dashboards - Decision Making #### What Are Recent G2 Reviews of Parallel? **"[Empowering Financial Forecasts with Seamless Integration](https://www.g2.com/survey_responses/parallel-review-12252730)"** **Rating:** 5.0/5.0 stars *— Richie S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12252730) --- **"[Easiest Financial Modeling Tool to Stress Test Big Decisions](https://www.g2.com/survey_responses/parallel-review-12298809)"** **Rating:** 5.0/5.0 stars *— Mason S.* [Read full review](https://www.g2.com/survey_responses/parallel-review-12298809) --- ### 12. [Jirav](https://www.g2.com/products/jirav/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 190 **Product Description:** Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users find Jirav's **ease of use** exceptional, greatly simplifying budget management and client presentations with robust visuals. - Users praise Jirav's **responsive customer support** , enhancing their experience with quick and effective assistance. - Users praise Jirav's **robust visual dashboards** that simplify financial reporting and enhance client understanding. - Users find Jirav's **easy setup** and onboarding support significantly streamlines their financial reporting processes. - Users commend Jirav for its **robust financial management capabilities** , offering flexible solutions and excellent support for clients. **Cons:** - Users note a **steep learning curve** , particularly for those transitioning from traditional spreadsheet models like Excel. - Users note a significant **learning curve** initially, but the long-term benefits and support make it worthwhile. - Users find a **steep learning difficulty** when transitioning from Excel, despite helpful customer support and onboarding. - Users find **limited reporting capabilities** in Jirav hinder effective data presentation and management decision-making. - Users desire **missing features** like multiple entities support and advanced assumptions for better flexibility and reporting. #### What Are Recent G2 Reviews of Jirav? **"[Saves Time with Intuitive Interface and Visuals](https://www.g2.com/survey_responses/jirav-review-12080051)"** **Rating:** 5.0/5.0 stars *— Lloyd F.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12080051) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment ### 13. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **Product Description:** Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Runway Financial, benefiting from a unified and intuitive dashboard for analysis. - Users rave about the **exceptional customer support** of Runway Financial, highlighting responsiveness and dedication to resolving issues quickly. - Users value the **easy integrations** of Runway Financial, enabling seamless connections with essential financial systems for real-time data. - Users value Runway Financial's **efficient planning capabilities** , which enhance financial analysis and streamline growth decision-making. - Users appreciate the **automation capabilities** of Runway Financial, enhancing efficiency through seamless data integration and dashboard simplicity. **Cons:** - Users find Runway Financial has a **difficult learning curve** , especially for those unfamiliar with SQL and financial processes. - Users note a significant **learning curve** with Runway Financial, particularly for those unfamiliar with SQL. - Users note a **significant learning curve** with Runway Financial, especially for those unfamiliar with SQL and integration processes. - Users find the **complexity of onboarding and customization** in Runway Financial challenging without sufficient support. - Users highlight a **steep learning curve** with Runway Financial, requiring time and support for effective use. #### What Are Recent G2 Reviews of Runway Financial? **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- ### 14. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **Product Description:** Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users find Causal's **automation features** incredibly efficient, enabling quick implementation and seamless integration with other data. - Users value the **simplicity and flexibility** of Causal in budgeting and planning, enabling effective stakeholder collaboration. - Users value the **collaboration features** of Causal, enhancing teamwork during budgeting and planning processes. - Users admire the **robust data analysis** capabilities of Causal, enhancing their experience with seamless blending and visuals. - Users find Causal’s **ease of implementation** impressive, allowing quick integration and efficient data representation. **Cons:** - Users find the **difficult learning curve** of Causal challenging, though consulting assistance can ease the process. - Users find the **insufficient training** on Causal challenging, often requiring external help to get started effectively. - Users feel there are **integration issues** with Causal, as it could benefit from more integration options. - Users find the **learning curve challenging** , often requiring assistance to navigate Causal effectively. - Users find the **learning difficulty** of Causal a challenge, often requiring external assistance to navigate effectively. #### What Are Recent G2 Reviews of Causal? **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- ### 15. [G-Accon](https://www.g2.com/products/g-accon/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 198 **Product Description:** All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets. ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of G-Accon, enabling quick data fetching and efficient report generation. - Users love the **automation capabilities** of G-Accon, significantly reducing time spent on complex reporting tasks. - Users value the **time-saving automation** of G-Accon, streamlining financial reporting tasks significantly. - Users value the **seamless integration** of G-Accon, streamlining data fetch from Xero to Google Sheets effortlessly. - Users value the **time-saving automation** of G-Accon, enabling rapid financial reporting and efficient data management. **Cons:** - Users find the **custom reports feature challenging** , desiring simpler connectivity and consistency in functionality. - Users note that **inefficient reporting** affects their ability to generate cohesive and accurate financial insights. - Users find the **navigation challenging** , often struggling with confusing terms and a complicated interface initially. - Users find the **dated interface** of G-Accon less appealing and hope for modernization to improve usability. - Users experience a **steep learning curve** with G-Accon, making it challenging for newcomers to grasp its functionalities. #### What Are Recent G2 Reviews of G-Accon? **"[Great Tool for Fetching Xero Data Directly into Google Sheets](https://www.g2.com/survey_responses/g-accon-review-12261733)"** **Rating:** 5.0/5.0 stars *— Chaitanay C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12261733) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 16. [Mosaic Tech](https://www.g2.com/products/mosaic-tech/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 216 **Product Description:** Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to info@mosaic.tech. ### What Do G2 Reviewers Say About Mosaic Tech? *AI-generated summary from verified user reviews* **Pros:** - Users find Mosaic Tech to be **user-friendly and intuitive** , making finance reporting and dashboard management effortless. - Users praise the **responsive and helpful customer support** from Mosaic Tech, enhancing their overall experience and satisfaction. - Users value the **seamless integrations** of Mosaic Tech, enhancing efficiency and ease in financial processes. - Users value the **seamless integration and robust features** of Mosaic Tech, enabling efficient financial management and reporting. - Users value the **reporting efficiency** of Mosaic Tech, significantly streamlining finance tasks and reducing manual effort. **Cons:** - Users find the **learning difficulty** of Mosaic Tech challenging, requiring time to adapt and clean data beforehand. - Users find the **learning curve steep** with Mosaic, requiring time and effort to become proficient with the tool. - Users find **limited customization** options in Mosaic Tech, particularly for variance analysis reports and chart displays. - Users find the **difficult customization** process limits their ability to adapt Mosaic Tech to their specific needs. - Users face **customization difficulties** with Mosaic Tech, limiting their ability to tailor features and reports effectively. #### Key Features - Data Import - Historical Data - Forecasts Comparison - Data Validation - Report Types #### What Are Recent G2 Reviews of Mosaic Tech? **"[Strong planning and real-time reporting tool](https://www.g2.com/survey_responses/mosaic-tech-review-10829789)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10829789) --- **"[Mosaic for Budgeting and Reporting](https://www.g2.com/survey_responses/mosaic-tech-review-10519207)"** **Rating:** 5.0/5.0 stars *— Dan O.* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10519207) --- #### What Are G2 Users Discussing About Mosaic Tech? - [What does Mosaic Tech do?](https://www.g2.com/discussions/what-does-mosaic-tech-do) - [What is FP&A software?](https://www.g2.com/discussions/mosaic-tech-what-is-fp-a-software) - [What is the Mosaic platform?](https://www.g2.com/discussions/what-is-the-mosaic-platform) ### 17. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 301 **Product Description:** Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enjoying smooth day-to-day operations and collaborative features. - Users value the **efficiency** of Workday Adaptive Planning, enhancing teamwork and enabling faster, more accurate forecasts and reports. - Users appreciate the **unified platform** of Workday Adaptive Planning, enhancing collaboration and data-driven decision-making across teams. - Users appreciate the **flexibility and user-friendly interface** of Workday Adaptive Planning, enhancing collaboration and efficiency in planning. - Users appreciate the **structure, flexibility, and transparency** that Workday Adaptive Planning brings to financial planning and forecasting. **Cons:** - Users find the **complexity** of Workday Adaptive Planning daunting, particularly with configurations and data integration challenges. - Users find the **complex setup** of Workday Adaptive Planning challenging, making data integration and customization time-consuming. - Users find the **learning difficulty** of Workday Adaptive Planning frustrating, particularly due to its complex integration and setup. - Users highlight a **steep learning curve** with Workday Adaptive Planning, making it challenging for new users to gain proficiency. - Users find **difficult customization** in Workday Adaptive Planning, as it often requires extensive knowledge and can be time-consuming. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Makes Budgeting Easier and Replaces Complex Spreadsheets](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059)"** **Rating:** 4.0/5.0 stars *— Shrutika P.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059) --- **"[Efficient and flexible solution for financial planning and forecasting](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment ### 18. [Budgyt](https://www.g2.com/products/budgyt/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 103 **Product Description:** Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings. Unlike platforms built on top of Excel that perpetuate formula risks, Budgyt uses a pure database foundation where two plus two always equals four. No #REF errors. No broken rollups. No more frantically hunting through hidden worksheets while your board watches. Purpose-built for finance teams with board accountability. Whether you're a nonprofit managing grant allocation across multiple programs, a professional services firm tracking practice profitability, or a growing business with complex department structures, Budgyt solves the collaboration and control problems Excel can't. Why 800+ organizations and 6,000 users have trusted Budgyt: Unbreakable formulas. Database-driven calculations mean your budget never breaks. Your team contributes safely without touching your master budget. No more "did I break something?" panic or weekend formula archaeology. Complete audit trail. Click any number to see exactly how it was calculated. From summary to transaction detail in two clicks. No more "let me get back to you" moments that kill credibility in board meetings. True collaboration. Unlimited users included (no per-seat fees). Department heads and program managers contribute directly while you maintain complete control. Granular permissions protect sensitive data like payroll while enabling transparency. Implementation in days. Deep API integrations with several accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct, Microsoft Business Central) automatically map your chart of accounts, departments, and dimensions. Start budgeting immediately. Recognized by G2 as Users Most Likely to Recommend, Easiest to Do Business With, and Easiest Admin. Starting at $399/month with unlimited users included. Budget with confidence. Present without fear. ### What Do G2 Reviewers Say About Budgyt? *AI-generated summary from verified user reviews* **Pros:** - Users find Budgyt to be **very user friendly** , facilitating a smooth transition from Excel budgeting and enhancing team collaboration. - Users highlight the **user-friendly and customizable budgeting** experience with Budgyt, transforming financial planning for teams. - Users find Budgyt's **user-friendly budgeting management** intuitive, saving time and enhancing collaboration in the budgeting process. - Users value the **budgeting efficiency** of Budgyt, significantly simplifying their cost management process and saving time. - Users commend Budgyt's **excellent customer support** , which greatly enhances the overall experience and facilitates smooth operations. **Cons:** - Users face **integration issues** with Budgyt, lacking seamless connections to tools like Microsoft Dynamics and Netsuite. - Users face a significant **learning difficulty** with Budgyt, especially for those unfamiliar with accounting practices. - Users experience a **steep learning curve** with Budgyt, making initial implementation challenging without prior accounting knowledge. - The **difficult setup** process for Budgyt requires significant time and effort, but users find it ultimately worthwhile. - Users face **Excel integration issues** with Budgyt, often relying on external spreadsheets for necessary calculations. #### Key Features - Versioning - Consolidation - Historical Data - Forecasts Comparison - Data Consolidation #### What Are Recent G2 Reviews of Budgyt? **"[Robust Payroll Budgeting Module](https://www.g2.com/survey_responses/budgyt-review-10479862)"** **Rating:** 5.0/5.0 stars *— Matthew V.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-10479862) --- **"[Budgyt is awesome!](https://www.g2.com/survey_responses/budgyt-review-10887248)"** **Rating:** 5.0/5.0 stars *— Kathleen P.* [Read full review](https://www.g2.com/survey_responses/budgyt-review-10887248) --- #### What Are G2 Users Discussing About Budgyt? - [What is Budgyt used for?](https://www.g2.com/discussions/what-is-budgyt-used-for) - 1 comment ### 19. [Martus](https://www.g2.com/products/martus/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **Product Description:** Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying clear presentations and seamless integrations with their systems. - Users highlight the **excellent customer support** of Martus, ensuring a seamless experience and effective implementation. - Users value the **seamless integrations** of Martus, enhancing transparency and efficiency in financial management across departments. - Users find Martus's **streamlined budgeting process** significantly enhances ease of use and time efficiency for departmental management. - Users highlight the **budgeting efficiency** of Martus, streamlining processes and saving significant time in financial management. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting and payroll functions. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to master the system. - Users find Martus **fairly complex** , with a confusing UI and numerous filters that complicate usage for small schools. - Users often face **confusion** due to non-intuitive features and overwhelming filter options in Martus. - Users find Martus has a **learning difficulty** that requires time to effectively manage and understand the system. #### Key Features - Data Import - Workflows - Historical Data - Variance Analysis - Data Import #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting Software](https://www.g2.com/survey_responses/martus-review-12305254)"** **Rating:** 5.0/5.0 stars *— Mark K.* [Read full review](https://www.g2.com/survey_responses/martus-review-12305254) --- **"[Streamlined Budgeting and Forecasting with Some Sharing Challenges](https://www.g2.com/survey_responses/martus-review-12704490)"** **Rating:** 4.0/5.0 stars *— Marna S.* [Read full review](https://www.g2.com/survey_responses/martus-review-12704490) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 20. [Board](https://www.g2.com/products/board/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 300 **Product Description:** 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 integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users find BOARD very **easy to use** , enjoying its flexibility and seamless integration for various tasks. - Users value the **flexibility** of Board, enabling customized solutions that streamline business processes and enhance productivity. - Users value the **flexibility and scalability** of Board, finding it easy to customize and integrate for various needs. - Users enjoy the **efficiency** of BOARD, seamlessly managing sales, operations, and merchandising all in one platform. - Users value the **customization** features of BOARD, enabling solutions that fit their unique organizational needs. **Cons:** - Users often face **slow performance** with large datasets and complex data, impacting overall efficiency and usability. - Users find the **steep learning curve** of Board frustrating, impacting usability for smaller teams and infrequent users. - Users note **missing features** in report creation and limited capabilities with lower license levels, impacting overall functionality. - Users experience **poor visualization** and slowness in performance, complicating data analysis and reporting effectiveness. - Users find the **complexity of setup and learning** curves challenging, impacting performance and efficiency with large datasets. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 21. [Allfred](https://www.g2.com/products/allfred/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 52 **Product Description:** Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process and minimizing mistakes. Allfred was designed with "creatives in mind" to shift agencies' focus to do more creative work and less on paperwork and numerous Spreadsheets. We understand that for CFOs and managing directors, every decision must be rooted in financial data. That's why our platform offers real-time integrated financial and project data, allowing for better business decisions and increased profitability. Starting with automated Proposals and Budgeting, through interactive Resource Planning up to integrated Project Management and one-click Time Tracking, Allfred gives agency teams the right tools to make the process simple and efficient to deliver agencies more profit. \*Time management\* To-do-list and one-click time tracking reduces friction in communication within creative departments. \*Resource planning\* Interactive resource planning with drag&drop options increases agency team capacity and helps reduce overwork. \*Project management\* Time-saving automation and process assistance reduce dull work and frequent budgeting and project management mistakes. \*Financial analysis\* The Finance dashboard provides a comprehensive overview of your financial data and KPIs in one place. It helps you understand and analyze the sources of your revenue and identify opportunities for growth and allows you to track and optimize profitability and performance. With a step-by-step approach to onboarding into agency processes, we reduce the management effort and shorten the implementation time. We believe that better work for everyone means better profit for the agency. ### What Do G2 Reviewers Say About Allfred? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of Allfred invaluable for managing tasks and projects efficiently. - Users value the **seamless task management** of Allfred, enhancing productivity and simplifying their workflow. - Users praise the **seamless time tracking** in Allfred, appreciating its user-friendly design that enhances productivity. - Users love the **comprehensive project management** features of Allfred, appreciating its user-friendly and centralized approach. - Users commend the **exceptional customer support** of Allfred, noting prompt responses and effective updates enhance their experience. **Cons:** - Users experience occasional **slow loading** times, particularly after making changes, affecting immediate project updates. - Users may experience **slow performance** at times, particularly during project updates and certain actions, impacting efficiency. - Users report occasional **bug issues** in Allfred, impacting functionality but generally resolved quickly. - Users report **occasional software bugs** in Allfred that hinder usage but are usually resolved quickly. - Users report experiencing **glitches** in Allfred, especially affecting hour allocation and tracking, though some are resolved quickly. #### What Are Recent G2 Reviews of Allfred? **"[One-Stop Tool for Managing Sales, Production, and Team Capacity](https://www.g2.com/survey_responses/allfred-review-12279476)"** **Rating:** 4.0/5.0 stars *— Adriano V.* [Read full review](https://www.g2.com/survey_responses/allfred-review-12279476) --- **"[Efficient and Intuitive, But Room for Improvement](https://www.g2.com/survey_responses/allfred-review-10617922)"** **Rating:** 4.5/5.0 stars *— Vladyslav M.* [Read full review](https://www.g2.com/survey_responses/allfred-review-10617922) --- ### 22. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 113 **Product Description:** Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group. ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain's **ease of use** transformative, significantly speeding up scenario building and collaboration across teams. - Users value Drivetrain's **flexibility in report creation** , enabling quick customized insights and automated data consolidation. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and streamlined data access. - Users highlight the **excellent customer support** from Drivetrain, enhancing their overall experience with the platform. - Users love the **easy integrations** of Drivetrain, enabling seamless connections to data sources for efficient financial management. **Cons:** - Users face a significant **learning curve** with Drivetrain, requiring time and commitment for effective use. - Users note the **missing features** , like conditional formatting and flexible report building, limiting the overall functionality. - Users experience a **steep learning curve** with Drivetrain, requiring time and effort to grasp its features and functions. - Users face a **steep learning curve** initially, requiring significant time investment to master the system effectively. - Users experience a **difficult learning curve** with Drivetrain's advanced features, especially without FP&A background or better documentation. #### Key Features - Data Analysis - Collaboration - Versioning - Forecast Types - Data Import #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 23. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **Product Description:** Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **time-saving and versatile reporting** features of Syft, enhancing decision-making for global operations. - Users love the **easy integrations** of Syft, enhancing efficiency and streamlining workflows across multiple platforms. - Users find Syft's **financial management features** invaluable for effective analysis, reporting, and integration with Quickbooks. - Users value the **seamless integrations** of Syft, enhancing efficiency and reducing time spent on financial reporting. - Users value the **reporting efficiency** of Syft, which streamlines month-end processes and saves significant time. **Cons:** - Users experience **connectivity issues** with limited data options, making budgeting and syncing more cumbersome than expected. - Users find the **customization difficulties** in Syft limiting, especially for report creation and column settings. - Users find **Excel integration issues** due to limited data connection options, affecting custom analytics capabilities. - Users find Syft to be **expensive** , as costs increase significantly to access all its features effectively. - Users note a significant **learning curve** with Syft, especially when mastering advanced analytics tools despite helpful training resources. #### What Are Recent G2 Reviews of Syft? **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 24. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **Product Description:** Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. #### What Are Recent G2 Reviews of Spotlight Reporting? **"[Efficient and easy to use !](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)"** **Rating:** 5.0/5.0 stars *— Sara V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) --- **"[Great Onboarding, Customer Support, and Engagement](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)"** **Rating:** 5.0/5.0 stars *— Ryan V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) --- #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes ### 25. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **Product Description:** 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. ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Prophix Software **easy to use** , appreciating its user-friendliness and the ability for in-house management. - Users value the **efficient reporting capabilities** of Prophix Software, enhancing productivity and easing the reporting process. - Users praise Prophix Software for its **efficient financial management** , simplifying reporting and enhancing data analysis for growth. - Users value the **time-saving capabilities** of Prophix Software, enhancing efficiency in budgeting and reporting processes. - Users value the **automation capabilities** of Prophix Software, streamlining data consolidation and enhancing reporting efficiency. **Cons:** - Users find the **steep learning curve** of Prophix Software challenging, requiring significant time and training for mastery. - Users find the **steep learning curve** of Prophix challenging, requiring significant time and training to fully master. - Users often face a **steep learning curve** with Prophix, requiring significant time and training to master the software. - Users often experience **slow performance** with Prophix, particularly when generating reports or processing complex data sets. - Users find the **limited functionality** of Prophix Software frustrating, as it restricts reporting and workflow customization. #### Key Features - Planning - Data Visualization - Version Control - Versioning - Consolidation #### What Are Recent G2 Reviews of Prophix Software? **"[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) --- **"[Efficient Finance Management with Flexible Features](https://www.g2.com/survey_responses/prophix-software-review-9692897)"** **Rating:** 4.5/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-9692897) --- #### 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 ## What Is Budgeting and Forecasting Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Budgeting and Forecasting Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026