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Best Enterprise Budgeting and Forecasting Software

Nathan Calabrese
NC
Researched and written by 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, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise 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 Enterprise Business Budgeting and Forecasting category.

In addition to qualifying for inclusion in the Budgeting and Forecasting Software category, to qualify for inclusion in the Enterprise Business Budgeting and Forecasting Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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

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19 Listings in Enterprise Budgeting and Forecasting Software Available

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    G2 Score
Anaplan
(441)4.6 out of 5
Optimized for quick response
4th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
    • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
    • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    87
    Ease of Use
    85
    Features
    78
    Planning
    53
    Customizability
    52
    Cons
    Limitations
    40
    Missing Features
    38
    Lack of Features
    28
    Performance Issues
    27
    Expensive
    25
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,886 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,583 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a flexible tool designed for creating various models, with training courses available online, though mastering the platform may require an experienced architect or model builder.
  • Reviewers appreciate Anaplan's ability to allow many users to contribute, review, and perform analysis planning and scenario analysis, and its formula-based system that doesn't require coding knowledge.
  • Users mentioned that integration can be challenging and costly, and more work is needed to enable seamless integration with many systems and to improve the ability to customize outputs, particularly dashboarding for end users.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
87
Ease of Use
85
Features
78
Planning
53
Customizability
52
Cons
Limitations
40
Missing Features
38
Lack of Features
28
Performance Issues
27
Expensive
25
View All Pros and Cons
Anaplan features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,886 Twitter followers
LinkedIn® Page
www.linkedin.com
2,583 employees on LinkedIn®
IBM Planning Analytics
(242)4.4 out of 5
Optimized for quick response
11th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 53% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
    • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
    • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Planning Efficiency
    33
    Efficiency
    31
    Analytics
    28
    Flexibility
    27
    Ease of Use
    25
    Cons
    Learning Curve
    25
    Learning Difficulty
    16
    User Difficulty
    16
    Difficult Learning
    13
    Slow Performance
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,845 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 53% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a tool that allows for fast, flexible modeling, integration with other software such as Excel, and supports forecasting and data integration.
  • Reviewers appreciate the platform's ability to streamline budgeting and forecasting, its integration with Excel, its automation features, and its ability to provide real-time data analysis for quicker, more accurate decisions.
  • Reviewers mentioned the steep learning curve, the complexity of administration, the heavy reliance on Excel which can reduce speed when working on large databases, and the high licensing cost.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Planning Efficiency
33
Efficiency
31
Analytics
28
Flexibility
27
Ease of Use
25
Cons
Learning Curve
25
Learning Difficulty
16
User Difficulty
16
Difficult Learning
13
Slow Performance
12
View All Pros and Cons
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
9.1
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,845 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®

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OneStream - Unified EPM
(154)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Manufacturing
    • Automotive
    Market Segment
    • 63% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OneStream is a unified platform designed to consolidate financial information, enabling users to understand their business and make informed decisions.
    • Reviewers appreciate the platform's flexibility, extensibility, and user-friendliness, highlighting its ability to integrate with various data sources, streamline financial reporting, and provide a single source of truth for all financial data.
    • Reviewers noted some challenges with OneStream, including a steep learning curve, limitations in dashboarding and reporting capabilities, occasional performance issues with large data sets, and a complex support process.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Data Management
    14
    Flexibility
    13
    Reporting
    12
    Capabilities
    10
    Cons
    Learning Difficulty
    11
    Learning Curve
    9
    Steep Learning Curve
    9
    Complexity
    7
    Dashboard Limitations
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.4
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OneStream Software
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,193 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,624 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Manufacturing
  • Automotive
Market Segment
  • 63% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OneStream is a unified platform designed to consolidate financial information, enabling users to understand their business and make informed decisions.
  • Reviewers appreciate the platform's flexibility, extensibility, and user-friendliness, highlighting its ability to integrate with various data sources, streamline financial reporting, and provide a single source of truth for all financial data.
  • Reviewers noted some challenges with OneStream, including a steep learning curve, limitations in dashboarding and reporting capabilities, occasional performance issues with large data sets, and a complex support process.
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Data Management
14
Flexibility
13
Reporting
12
Capabilities
10
Cons
Learning Difficulty
11
Learning Curve
9
Steep Learning Curve
9
Complexity
7
Dashboard Limitations
6
View All Pros and Cons
OneStream - Unified EPM features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.5
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.4
Variance Analysis
Average: 8.7
Seller Details
Seller
OneStream Software
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,193 Twitter followers
LinkedIn® Page
www.linkedin.com
1,624 employees on LinkedIn®
Workiva
(1,848)4.5 out of 5
Optimized for quick response
5th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 27% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a software platform designed to streamline financial reporting, risk management, and compliance processes by consolidating data, automating repetitive tasks, and facilitating real-time collaboration.
    • Users frequently mention the platform's intuitive interface, robust audit trail, and data linking capabilities, which enhance efficiency, transparency, and consistency across various financial and compliance tasks.
    • Reviewers experienced slow data processing speeds, lengthy update times, and limitations in customization and formatting options, which can impact the platform's overall usability and efficiency.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    620
    Collaboration
    343
    Team Collaboration
    308
    Features
    279
    Reporting
    248
    Cons
    Missing Features
    212
    Limited Functionality
    138
    Learning Curve
    124
    Limitations
    124
    Limited Features
    120
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.1
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,316 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,236 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 27% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a software platform designed to streamline financial reporting, risk management, and compliance processes by consolidating data, automating repetitive tasks, and facilitating real-time collaboration.
  • Users frequently mention the platform's intuitive interface, robust audit trail, and data linking capabilities, which enhance efficiency, transparency, and consistency across various financial and compliance tasks.
  • Reviewers experienced slow data processing speeds, lengthy update times, and limitations in customization and formatting options, which can impact the platform's overall usability and efficiency.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
620
Collaboration
343
Team Collaboration
308
Features
279
Reporting
248
Cons
Missing Features
212
Limited Functionality
138
Learning Curve
124
Limitations
124
Limited Features
120
View All Pros and Cons
Workiva features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.1
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,316 Twitter followers
LinkedIn® Page
www.linkedin.com
3,236 employees on LinkedIn®
Planful
(478)4.3 out of 5
Optimized for quick response
8th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 46% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a centralized service that provides a platform for data storage, report creation, and financial planning, with customization options to suit different business needs.
    • Reviewers frequently mention the user-friendly interface, robust reporting capabilities, and the ability to automate and streamline processes, along with the excellent customer support.
    • Reviewers noted issues with slow processing speeds for large datasets and complex templates, limitations in dashboard and visualization tools, and a steep learning curve for new users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    37
    Reporting
    23
    Reporting Efficiency
    17
    Automation
    16
    Features
    16
    Cons
    Learning Difficulty
    16
    Learning Curve
    14
    Missing Features
    12
    Not Intuitive
    7
    Complexity
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planful features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.3
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,601 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    676 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 46% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a centralized service that provides a platform for data storage, report creation, and financial planning, with customization options to suit different business needs.
  • Reviewers frequently mention the user-friendly interface, robust reporting capabilities, and the ability to automate and streamline processes, along with the excellent customer support.
  • Reviewers noted issues with slow processing speeds for large datasets and complex templates, limitations in dashboard and visualization tools, and a steep learning curve for new users.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
37
Reporting
23
Reporting Efficiency
17
Automation
16
Features
16
Cons
Learning Difficulty
16
Learning Curve
14
Missing Features
12
Not Intuitive
7
Complexity
6
View All Pros and Cons
Planful features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,601 Twitter followers
LinkedIn® Page
www.linkedin.com
676 employees on LinkedIn®
Prophix Software
(213)4.4 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 57% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
    • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
    • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    42
    Reporting
    35
    Efficiency
    27
    Customer Support
    26
    Automation
    25
    Cons
    Missing Features
    15
    Learning Difficulty
    14
    Learning Curve
    12
    Slow Performance
    12
    Steep Learning Curve
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Adjustments
    Average: 8.8
    9.1
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,987 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    541 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 57% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a financial planning and analysis platform that aids in budgeting, forecasting, reporting, and data consolidation.
  • Reviewers frequently mention that Prophix has improved the efficiency of their monthly reporting, made managing the close process easier, and played a crucial role in onboarding new entities smoothly.
  • Users mentioned that they find it challenging to keep up with the rapid introduction of new modules, experience issues with the charting features in reports, and struggle with processing assumptions entered to build forecast or budgeted balance sheets and cash flow statements.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
42
Reporting
35
Efficiency
27
Customer Support
26
Automation
25
Cons
Missing Features
15
Learning Difficulty
14
Learning Curve
12
Slow Performance
12
Steep Learning Curve
12
View All Pros and Cons
Prophix Software features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
9.0
Adjustments
Average: 8.8
9.1
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,987 Twitter followers
LinkedIn® Page
www.linkedin.com
541 employees on LinkedIn®
Spreadsheet Server by insightsoftware
(79)4.4 out of 5
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in f

    Users
    No information available
    Industries
    • Construction
    • Accounting
    Market Segment
    • 108% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Spreadsheet Server by insightsoftware Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reporting Quality
    3
    Customer Support
    2
    Customization
    2
    Ease of Learning
    2
    Ease of Use
    2
    Cons
    Slow Performance
    2
    Integration Issues
    1
    Limited Customization
    1
    Performance Issues
    1
    Project Delays
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.9
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    10.0
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    insightsoftware
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    806 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,258 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in f

Users
No information available
Industries
  • Construction
  • Accounting
Market Segment
  • 108% Mid-Market
  • 29% Enterprise
Spreadsheet Server by insightsoftware Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reporting Quality
3
Customer Support
2
Customization
2
Ease of Learning
2
Ease of Use
2
Cons
Slow Performance
2
Integration Issues
1
Limited Customization
1
Performance Issues
1
Project Delays
1
View All Pros and Cons
Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.9
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
10.0
Variance Analysis
Average: 8.7
Seller Details
Seller
insightsoftware
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
806 Twitter followers
LinkedIn® Page
www.linkedin.com
2,258 employees on LinkedIn®
Board
(322)4.4 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Flexibility
    20
    Efficiency
    19
    Features
    19
    Customization
    14
    Cons
    Learning Curve
    9
    Missing Features
    8
    Slow Performance
    8
    Complexity
    7
    Learning Difficulty
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Board features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Board International
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,326 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    915 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Flexibility
20
Efficiency
19
Features
19
Customization
14
Cons
Learning Curve
9
Missing Features
8
Slow Performance
8
Complexity
7
Learning Difficulty
7
View All Pros and Cons
Board features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,326 Twitter followers
LinkedIn® Page
www.linkedin.com
915 employees on LinkedIn®
Workday Adaptive Planning
(302)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    11
    Efficiency
    8
    Budget Management
    6
    Features
    6
    Forecasting
    6
    Cons
    Learning Difficulty
    5
    Learning Curve
    4
    Steep Learning Curve
    4
    Complexity
    3
    Complex Setup
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    7.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,218 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
11
Efficiency
8
Budget Management
6
Features
6
Forecasting
6
Cons
Learning Difficulty
5
Learning Curve
4
Steep Learning Curve
4
Complexity
3
Complex Setup
3
View All Pros and Cons
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
7.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,218 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
CCH Tagetik
(69)4.3 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 55% Enterprise
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    5
    Data Management
    4
    Efficiency
    4
    Features
    4
    Reporting
    4
    Cons
    Learning Curve
    3
    Learning Difficulty
    3
    Complexity
    2
    Complex Setup
    2
    Difficult Setup
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • CCH Tagetik features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.3
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Wolters Kluwer
    Company Website
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    17,854 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,006 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 55% Enterprise
  • 28% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
5
Data Management
4
Efficiency
4
Features
4
Reporting
4
Cons
Learning Curve
3
Learning Difficulty
3
Complexity
2
Complex Setup
2
Difficult Setup
2
View All Pros and Cons
CCH Tagetik features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Wolters Kluwer
Company Website
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
17,854 Twitter followers
LinkedIn® Page
www.linkedin.com
23,006 employees on LinkedIn®
IBM Cloudability
(199)4.2 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Cloudability from Apptio, an IBM Company, is a cloud cost management and optimization tool that enables IT, finance, and business teams to optimize their costs and communicate the business value o

    Users
    No information available
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 62% Enterprise
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Cloudability is a cloud management tool that provides cost transparency and spend management across multiple cloud solutions.
    • Users like IBM Cloudability's ability to efficiently manage cloud usage and spending, its insightful analytics, and its seamless connection and data ingestion from various cloud providers.
    • Users mentioned issues with data reliability, lack of customization in reporting features, and challenges in understanding discrepancies between different financial data sources.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Cloudability Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    44
    Cost Management
    37
    Insights
    33
    Reporting
    32
    Cost Tracking
    30
    Cons
    Missing Features
    20
    Cost Management
    15
    Complexity
    14
    Slow Performance
    13
    Inadequate Reporting
    12
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Cloudability features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apptio, an IBM Company
    Company Website
    Year Founded
    1996
    HQ Location
    Bellevue, WA
    Twitter
    @Apptio
    9,715 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,348 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Cloudability from Apptio, an IBM Company, is a cloud cost management and optimization tool that enables IT, finance, and business teams to optimize their costs and communicate the business value o

Users
No information available
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 62% Enterprise
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Cloudability is a cloud management tool that provides cost transparency and spend management across multiple cloud solutions.
  • Users like IBM Cloudability's ability to efficiently manage cloud usage and spending, its insightful analytics, and its seamless connection and data ingestion from various cloud providers.
  • Users mentioned issues with data reliability, lack of customization in reporting features, and challenges in understanding discrepancies between different financial data sources.
IBM Cloudability Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
44
Cost Management
37
Insights
33
Reporting
32
Cost Tracking
30
Cons
Missing Features
20
Cost Management
15
Complexity
14
Slow Performance
13
Inadequate Reporting
12
View All Pros and Cons
IBM Cloudability features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Apptio, an IBM Company
Company Website
Year Founded
1996
HQ Location
Bellevue, WA
Twitter
@Apptio
9,715 Twitter followers
LinkedIn® Page
www.linkedin.com
1,348 employees on LinkedIn®
Solver
(262)4.5 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 66% Mid-Market
    • 18% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a database for gathering information from multiple sources and generating reports, used for various business processes including budgeting and financial reporting.
    • Users like Solver's automated integrations, the ability to use Excel formulas with Solver commands, and the prompt resolution of concerns by the support team.
    • Reviewers noted that creating reports can be time-consuming, the software is not always user-friendly, and there are issues with connection and data consumption speed for integrations.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    22
    Reporting Efficiency
    22
    Report Creation
    18
    Excel Integration
    14
    Financial Reporting
    14
    Cons
    Learning Difficulty
    16
    Inefficient Reporting
    8
    Learning Curve
    8
    Limited Reporting
    7
    Data Management
    6
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    553 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 66% Mid-Market
  • 18% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a database for gathering information from multiple sources and generating reports, used for various business processes including budgeting and financial reporting.
  • Users like Solver's automated integrations, the ability to use Excel formulas with Solver commands, and the prompt resolution of concerns by the support team.
  • Reviewers noted that creating reports can be time-consuming, the software is not always user-friendly, and there are issues with connection and data consumption speed for integrations.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
22
Reporting Efficiency
22
Report Creation
18
Excel Integration
14
Financial Reporting
14
Cons
Learning Difficulty
16
Inefficient Reporting
8
Learning Curve
8
Limited Reporting
7
Data Management
6
View All Pros and Cons
Solver features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
553 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Datarails
(258)4.6 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    • Chief Financial Officer
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 72% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
    • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
    • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    61
    Reporting Efficiency
    39
    Efficiency
    36
    Excel Integration
    33
    Automation
    32
    Cons
    Learning Difficulty
    21
    Missing Features
    17
    Learning Curve
    14
    Reporting Issues
    13
    Steep Learning Curve
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.4
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,145 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    386 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • Chief Financial Officer
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 72% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that automates the aggregation of ERP data between different systems, provides pre-built financial templates, and allows users to work within a familiar Excel environment.
  • Reviewers appreciate Datarails' ability to streamline financial reporting and analysis, its capacity to translate complex information into a clear format, and its integration with various systems.
  • Reviewers noted that the online environment can feel complex at first, especially with locating and navigating data sources, and the platform can be dependent on the buy-in and acumen of the IT team.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
61
Reporting Efficiency
39
Efficiency
36
Excel Integration
33
Automation
32
Cons
Learning Difficulty
21
Missing Features
17
Learning Curve
14
Reporting Issues
13
Steep Learning Curve
13
View All Pros and Cons
Datarails features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.4
Variance Analysis
Average: 8.7
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,145 Twitter followers
LinkedIn® Page
www.linkedin.com
386 employees on LinkedIn®
Jedox
(188)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 51% Mid-Market
    • 28% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
    • Reviewers like the platform's flexibility, its ability to eliminate manual errors, and its seamless integration with existing databases, which enhances workflow and data accessibility.
    • Users mentioned that the initial setup of Jedox can be challenging, requiring significant training and technical expertise, and that the platform sometimes experiences performance issues with complex reports and forms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Efficiency
    7
    Flexibility
    7
    Integrations
    7
    Reporting
    7
    Cons
    Learning Curve
    6
    Learning Difficulty
    5
    Setup Difficulty
    5
    Complexity
    4
    Complex Setup
    3
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,672 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    380 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 51% Mid-Market
  • 28% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
  • Reviewers like the platform's flexibility, its ability to eliminate manual errors, and its seamless integration with existing databases, which enhances workflow and data accessibility.
  • Users mentioned that the initial setup of Jedox can be challenging, requiring significant training and technical expertise, and that the platform sometimes experiences performance issues with complex reports and forms.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Efficiency
7
Flexibility
7
Integrations
7
Reporting
7
Cons
Learning Curve
6
Learning Difficulty
5
Setup Difficulty
5
Complexity
4
Complex Setup
3
View All Pros and Cons
Jedox features and usability ratings that predict user satisfaction
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,672 Twitter followers
LinkedIn® Page
www.linkedin.com
380 employees on LinkedIn®
Vena
(366)4.5 out of 5
Optimized for quick response
13th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 61% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
    • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
    • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    110
    Excel Integration
    56
    User Interface
    51
    Features
    48
    Integrations
    48
    Cons
    Learning Difficulty
    28
    Learning Curve
    25
    Steep Learning Curve
    25
    Expensive
    18
    Difficult Learning
    17
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Adjustments
    Average: 8.8
    9.0
    Budget Hierarchies
    Average: 8.8
    8.9
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,363 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 61% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a software that centers its functionality around Excel, securely storing data in the cloud and allowing users to build reports and dynamically expand within models, reports, and templates.
  • Reviewers frequently mention the user-friendly interface of Vena, its seamless integration with Excel, and its ability to simplify financial reporting, annual budgeting, and monthly forecasting.
  • Reviewers noted challenges related to template automation, issues with Mac compatibility, and slow loading times for data or templates.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
110
Excel Integration
56
User Interface
51
Features
48
Integrations
48
Cons
Learning Difficulty
28
Learning Curve
25
Steep Learning Curve
25
Expensive
18
Difficult Learning
17
View All Pros and Cons
Vena features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.9
Adjustments
Average: 8.8
9.0
Budget Hierarchies
Average: 8.8
8.9
Variance Analysis
Average: 8.7
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,363 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
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