Top Free Budgeting and Forecasting Software

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 322

Category Stats (Sep 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Unit4 FP&A (+3.82%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 14,300+ Authentic Reviews
  • 322+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Budgeting and Forecasting Software

G2 Grid® for Budgeting and Forecasting Software plotting products by satisfaction and market presence

Highlighted products: Anaplan, Workday Adaptive Planning, Datarails, Vena, IBM Planning Analytics, Martus, Aleph, and Planful.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=anaplan&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=martus&focus%5B%5D=getaleph&focus%5B%5D=planful)

Workday Adaptive Planning

Adaptive from Workday 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 Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 401

How Do G2 Users Rate Workday Adaptive Planning?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.5/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Workday Adaptive Planning?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • Twitter: @Workday
    52,273 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 55% Medium, 33% Large

What Do G2 Reviewers Say About Workday Adaptive Planning?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users value the collaborative budgeting features of Workday Adaptive Planning, enhancing transparency in budget management.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
Cons
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find the steep learning curve of Workday Adaptive Planning challenging, especially regarding navigation and system knowledge.
  • Users find a steep learning curve with Workday Adaptive Planning, requiring significant training to navigate effectively.

What Are Recent G2 Reviews of Workday Adaptive Planning?

What Are G2 Users Discussing About Workday Adaptive Planning?

IBM Planning Analytics

IBM Planning Analytics is a software designed to automate planning, budgeting, and forecasting processes for finance and business operations leaders across finance, supply chain, HR, marketing, and sales. The software provides real-time analysis, performance tracking, and AI-powered forecasting by leveraging an integrated, governed platform with multidimensional modeling and a native spreadsheet experience. It automates data integration and cross-functional collaboration and reduces inefficient, error-prone manual planning processes. IBM Planning Analytics addresses disconnected financial and operational planning by connecting all plans under a single governed source of truth to accelerate planning cycles. The software supports scenario modeling, interactive dashboards, personalized reporting, and collaborative decision-making across enterprise and mid-market organizations.

Average Rating: 4.4/5.0

Total Reviews: 229

How Do G2 Users Rate IBM Planning Analytics?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 49% Large, 37% Medium

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, which enhances financial planning and decision-making with speed and flexibility.
  • Users appreciate the planning efficiency of IBM Planning Analytics, benefiting from easy scalability and robust forecasting capabilities.
  • Users appreciate the flexible analytics capabilities of IBM Planning Analytics, enhancing real-time data analysis and decision-making efficiency.
  • Users admire the forecasting accuracy of IBM Planning Analytics, enhancing their planning and decision-making efficiency significantly.
  • Users value the user-friendly interface of IBM Planning Analytics, appreciating its seamless navigation and adaptability for budgeting.
Cons
  • Users face a steep initial learning curve with IBM Planning Analytics, making setup and navigation challenging.
  • Users face a steep learning curve with IBM Planning Analytics, requiring significant training for effective usage.
  • Users face a steep learning curve with IBM Planning Analytics, making setup and usage challenging for beginners.
  • Users find the complexity of setup and steep learning curve challenging, especially for newcomers to the tool.
  • Users find the difficult learning curve and complexity of IBM Planning Analytics challenging, requiring significant training and technical support.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Aleph

Aleph is a software designed to enhance real-time data access and automation for finance teams managing FP&A, forecasting, and budgeting workflows. The software provides multi-source data consolidation, customizable reporting, and bi-directional spreadsheet integration by leveraging an AI-native platform with over 150 data connectors compatible with Excel, Google Sheets, and web-based dashboards. It automates repetitive data preparation and reporting tasks and reduces manual busywork by up to 90% for finance professionals. Aleph addresses fragmented financial data management by consolidating information from multiple systems into a single, accurate source of truth accessible through familiar tools. The software supports use cases across forecasting, budgeting, performance analysis, and strategic planning for mid-market organizations seeking faster reporting and deeper financial insights.

Average Rating: 4.9/5.0

Total Reviews: 108

How Do G2 Users Rate Aleph?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.3/10 (Category avg: 8.8/10)

Who Is the Company Behind Aleph?

  • Seller: Aleph
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • Twitter: @getaleph
    698 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    105 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Finance Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 82% Medium, 9% Small

What Do G2 Reviewers Say About Aleph?

AI-generated summary from verified user reviews

Pros
  • Users find Aleph to have a user-friendly interface that simplifies data visualization and overall data management.
  • Users find Aleph's ease of implementation invaluable, allowing them to quickly integrate it into their workflows.
  • Users appreciate the helpful customer support from Aleph, enhancing their overall experience with the platform.
  • Users value the implementation ease of Aleph, praising its quick setup and seamless integration into workflows.
  • Users love the Excel integration of Aleph, enabling quick implementation and seamless data handling without heavy rework.
Cons
  • Users note the missing features in Aleph, impacting its functionality compared to more established alternatives.
  • Users experience slow performance with Aleph, citing long load times and frequent timeouts affecting usability.
  • Users report encountering occasional bugs with Aleph, but the team promptly addresses these issues with quick resolutions.
  • Users experience Excel integration issues with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
  • Users experience frustrating refresh issues in Aleph, with delays impacting data extraction and overall functionality.

What Are Recent G2 Reviews of Aleph?

Fathom

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.

Average Rating: 4.6/5.0

Total Reviews: 135

How Do G2 Users Rate Fathom?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.7/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.9/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Fathom?

  • Seller: Fathom Applications
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Brisbane, QLD
  • Twitter: @fathomhq
    7,396 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    65 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 61% Small, 31% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users love the intuitive and powerful features of Fathom, enhancing reporting clarity and operational efficiency.
  • Users find Fathom to be incredibly user-friendly, combining sophistication with ease for effective financial planning and reporting.
  • Users appreciate Fathom's versatile reporting capabilities, enhancing clarity and aiding in effective performance tracking.
  • Users highlight the prompt and helpful customer support of Fathom, which significantly enhances their experience.
  • Users appreciate the reporting efficiency of Fathom, enjoying intuitive visuals and seamless data integration for effective decision-making.
Cons
  • Users feel Fathom lacks essential features, particularly in budget uploading and graphical data representation, limiting its effectiveness.
  • Users find upload issues with Fathom frustrating, particularly when dealing with budget reports via Excel.
  • Users find customization difficult in Fathom, limiting the ability to create tailored reports and KPIs easily.
  • Users experience import issues with Fathom, finding the uploading process cumbersome and prone to data errors.
  • Users feel that improvements are needed in structuring multi-company options and visualizing financial data for better clarity.

What Are Recent G2 Reviews of Fathom?

Velixo

Velixo is a software designed to deliver real-time ERP reporting, budgeting, and data automation directly within Excel for finance and accounting teams. The software provides live bidirectional data access, smart drilldown, and live writeback of journals, budgets, and project forecasts by leveraging direct integrations with Acumatica, Sage Intacct, MYOB Acumatica, Cegid XRP Flex, and Haufe X360. It automates data entry and report distribution workflows and reduces manual reconciliation between spreadsheets and ERP systems. Velixo addresses the gap between ERP data and Excel-based analysis by enabling users to interact with live financial and operational data without leaving their familiar spreadsheet environment. The software supports financial reporting, consolidation, allocation, operational reporting, budgeting, project forecasting, and bulk data input for mid-market and small business organizations.

Average Rating: 4.6/5.0

Total Reviews: 285

How Do G2 Users Rate Velixo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Adjustments: 7.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.9/10 (Category avg: 8.8/10)

Who Is the Company Behind Velixo?

  • Seller: Velixo
  • Company Website:
  • Year Founded: 2017
  • HQ Location: Montreal, QC
  • Twitter: @VelixoSolutions
    90 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    74 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Construction, Accounting
  • Company Size: 61% Medium, 29% Small

What Do G2 Reviewers Say About Velixo?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Velixo, thanks to its familiarity and seamless integration with Excel.
  • Users value the seamless integration with Acumatica ERP that enables real-time data access in Excel for efficient reporting.
  • Users value the reporting efficiency of Velixo, streamlining data management and enhancing decision-making processes.
  • Users praise Velixo's native Excel functionality, offering seamless integration and real-time data for effective reporting.
  • Users highlight the time-saving capabilities of Velixo, enabling instant report generation and real-time data updates.
Cons
  • Users experience Excel integration issues, making the app's functionality complicated and less user-friendly at times.
  • Users note a steep learning curve for Velixo, particularly for those not familiar with Excel or ERP systems.
  • Users find Velixo's formula issues challenging, particularly with complex reporting and performance when handling large data volumes.
  • Users experience refresh issues with Velixo, leading to longer load times and technical errors during data updates.
  • Users experience slow performance with Velixo, particularly when multiple users are updating data simultaneously in Excel.

What Are Recent G2 Reviews of Velixo?

What Are G2 Users Discussing About Velixo?

Drivetrain

Drivetrain is a software designed to accelerate budgeting, reporting, and forecasting through Autonomous FP&A for mid-market and enterprise finance teams. The software provides 3-statement modeling, headcount planning, revenue forecasting, scenario modeling, and variance analysis by leveraging an AI-native platform with native integrations across 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, HubSpot, Rippling, Excel, and Looker. It automates manual data preparation and reconciliation and reduces reliance on rigid templates or specialized technical expertise through plain-English formula building. Drivetrain addresses fragmented FP&A workflows by unifying budgeting, reporting, board reporting, and sales planning into a single platform with granular role-based access controls. The software supports finance teams across more than 20 countries and 13 verticals, with customers including Postman, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.8/5.0

Total Reviews: 121

How Do G2 Users Rate Drivetrain?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Adjustments: 9.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • Twitter: @DrivetrainAI
    55 Twitter followers
  • LinkedIn® Page: in.linkedin.com
    110 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 83% Medium, 15% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain to be extremely easy to use, streamlining data management and reporting effortlessly.
  • Users value the efficient report creation in Drivetrain, enabling quick and insightful metrics for decision-making.
  • Users value the reporting efficiency of Drivetrain, significantly reducing time spent on creating insightful reports.
  • Users commend Drivetrain's exceptional customer support, appreciating timely assistance and guidance throughout the implementation process.
  • Users appreciate the easy integrations of Drivetrain, which streamline reporting and accelerate decision-making across various systems.
Cons
  • Users face a challenging learning curve with Drivetrain, making transition from spreadsheets complex and time-consuming.
  • Users note a lack of self-service features in Drivetrain, requiring support for essential data transformations.
  • Users note a learning difficulty with Drivetrain's model-building logic, which differs significantly from traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, requiring time to adapt to its unique modeling logic.
  • Users face a difficult learning curve with Drivetrain, requiring significant time to become comfortable with its features.

What Are Recent G2 Reviews of Drivetrain?

Parallel

Parallel is financial planning software built for early-stage startups. Connect your accounting and Parallel automatically builds a live financial model — so you can track runway and burn, forecast revenue, plan hires, and see the impact of every decision, without building or maintaining a spreadsheet.

Average Rating: 4.9/5.0

Total Reviews: 30

How Do G2 Users Rate Parallel?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Parallel?

  • Seller: Parallel
  • Company Website:
  • Year Founded: 2023
  • HQ Location: Lehi, US
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CEO
  • Top Industries: Computer Software
  • Company Size: 83% Small, 7% Medium

What Do G2 Reviewers Say About Parallel?

AI-generated summary from verified user reviews

Pros
  • Users value the forecasting capabilities of Parallel, enabling strategic planning and informed decision-making for their businesses.
  • Users appreciate the exceptional customer support from Parallel, highlighting the team's dedication and responsiveness to their needs.
  • Users appreciate the ease of use in Parallel, enabling quick modeling and seamless financial management for founders.
  • Users value the efficiency of decision-making with Parallel, allowing for quick insights that drive business growth.
  • Users love the easy setup of Parallel, allowing quick implementation and efficient decision-making for their business models.
Cons
  • Users report experiencing occasional software bugs, particularly during initial use, though recent performance has improved.
  • Users experience download issues, but the support team promptly addresses feedback to improve functionality.
  • Users note a learning curve with Parallel, especially for those without a finance background, but support helps ease the transition.
  • Users report a limited visualization of financial data in Parallel, making initial understanding challenging despite helpful support.
  • Users desire more features from Parallel to enhance its functionality as a complete accounting system.

What Are Recent G2 Reviews of Parallel?

Acterys

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.

Average Rating: 4.8/5.0

Total Reviews: 59

How Do G2 Users Rate Acterys?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Adjustments: 9.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Acterys?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • Twitter: @venasolutions
    1,347 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    706 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About Acterys?

AI-generated summary from verified user reviews

Pros
  • Users praise Acterys for its automation capabilities, enabling seamless integration and efficient planning processes with Power BI.
  • Users value the seamless connectivity of Acterys, making data integration and planning efficient and effective.
  • Users find the easy integrations with various data sources and Power BI to be time-saving and efficient.
  • Users appreciate the intuitive integration and real-time capabilities of Acterys, enhancing efficiency for finance and data teams.
  • Users value the seamless data integration capabilities of Acterys, enhancing efficiency for finance and data teams alike.

What Are Recent G2 Reviews of Acterys?

What Are G2 Users Discussing About Acterys?

Budgyt

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.

Average Rating: 4.8/5.0

Total Reviews: 108

How Do G2 Users Rate Budgyt?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Adjustments: 9.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.1/10 (Category avg: 8.8/10)

Who Is the Company Behind Budgyt?

  • Seller: Budgyt
  • Company Website:
  • Year Founded: 2013
  • HQ Location: New York, NY
  • Twitter: @budgyt
    115 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Non-Profit Organization Management, Accounting
  • Company Size: 60% Medium, 36% Small

What Do G2 Reviewers Say About Budgyt?

AI-generated summary from verified user reviews

Pros
  • Users find Budgyt to be very user-friendly, simplifying the budgeting process and enhancing team collaboration effortlessly.
  • Users highlight the user-friendly and customizable budgeting features of Budgyt, making financial planning effortless.
  • Users find Budgyt to be a user-friendly budgeting management tool that significantly streamlines the budgeting process for teams.
  • Users find that Budgyt significantly enhances budgeting efficiency, saving time and streamlining the budget process globally.
  • Users highly value the excellent customer support from Budgyt, making budgeting and financial reporting a breeze.
Cons
  • Users face integration issues with Budgyt, lacking features like Microsoft Dynamics and Netsuite compatibility.
  • Users face a steep learning curve with Budgyt, which can make initial adoption challenging for some teams.
  • Users find the steep learning curve of Budgyt challenging, especially for those unfamiliar with accounting practices.
  • Users find the difficult setup and significant learning curve challenging, though ultimately beneficial for using Budgyt.
  • Users face Excel integration issues, relying on external spreadsheets for calculations due to Budgyt's complex built-in equation builders.

What Are Recent G2 Reviews of Budgyt?

What Are G2 Users Discussing About Budgyt?

Prophix Software

Prophix Software is a software designed to unify budgeting, forecasting, reporting, and financial close and consolidation for finance teams managing complex financial processes at scale. The software provides automated data preparation, anomaly detection, and actionable AI-driven insights by leveraging the Prophix One cloud-based Financial Performance Platform with built-in workflows and configurable templates. It automates data handling across financial planning cycles and reduces the technical expertise required for adoption through a finance-professional-focused user interface. Prophix Software addresses the challenge of fragmented financial management by consolidating all core finance functions into a single secure SaaS solution with enterprise-grade security and controls. The software supports more than 3,000 customers across over 100 countries, with use cases spanning budgeting, forecasting, financial close, consolidation, and performance reporting.

Average Rating: 4.4/5.0

Total Reviews: 221

How Do G2 Users Rate Prophix Software?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 9.0/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.1/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.8/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • Twitter: @prophix
    1,990 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    583 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users find Prophix incredibly easy to use, benefiting from intuitive design and excellent support for all skill levels.
  • Users value the adhoc reporting capabilities of Prophix, enhancing efficiency and simplifying the monthly reporting process.
  • Users commend the automated data consolidation in Prophix, enhancing accessibility and accuracy for financial management.
  • Users find Prophix's efficiency in automation and data integration a transformative asset for streamlined finance processes.
  • Users highlight the reporting efficiency of Prophix, streamlining processes and enhancing self-service capabilities for better management.
Cons
  • Users experience slow performance with Prophix, especially when loading complex reports, impacting efficiency and workflow.
  • Users find the steep learning curve of Prophix Software daunting, complicating initial setup and data integration.
  • Users find Prophix Software has a steep learning curve, requiring significant time and training to fully grasp.
  • Users may struggle with the steep learning curve of Prophix, requiring significant time and training to master.
  • Users face challenges due to the limited functionality of Prophix Software, restricting their reporting and customization needs.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Joiin

Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses, finance teams, and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting directly to leading accounting platforms, operational tools, and custom data sources, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insights. Smarter Financial Reporting Automate management reports, financial statements, 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, automated exchange-rate translations, and complex group structures without the need for an enterprise ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, boards, investors, lenders, or accounting 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, ChatGPT, Microsoft Copilot, and other AI assistants seamlessly using Joiin's Model Context Protocol (MCP) server connectivity. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactional data across entities and systems. Flexible Integrations & Data Access Unify your entire finance stack in one secure source of truth. Joiin offers seamless, direct integrations with leading accounting software, payment platforms, and custom data formats, including: Accounting Software: Xero, QuickBooks Online, Sage Accounting, FreeAgent, Pennylane, Puzzle, Zoho Books, MYOB, and Fortnox. Operational & Payment Sources: Stripe. Spreadsheets & Files: Direct import for Microsoft Excel and CSV files, alongside a native Excel Add-in. Custom Connectivity & Business Intelligence: Extend reporting into Power BI, Tableau, and other tools using the Joiin API (incoming and outgoing), or automate workflows via Zapier. Transparent, Tiered Pricing That Scales Start with a 14-day free trial with no long-term contracts. Joiin offers simple, tiered subscription plans designed to fit your organisation's size and complexity: Scalable Tiers: Flexible tiers based on your total entity count, making it easy to grow your plan with additional features. Unlimited Team & Report Access: Every plan includes unlimited users, unlimited reports, and unlimited dashboards, allowing your entire finance team and stakeholders to collaborate without per-user fees or unexpected charges. Security & Governance Enterprise-grade security featuring encrypted connections, role-based access, audit trails, and strict data controls to ensure reliable, fully governed reporting.

Average Rating: 4.7/5.0

Total Reviews: 89

How Do G2 Users Rate Joiin?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.2/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.5/10 (Category avg: 8.8/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • Twitter: @joiinreporting
    199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Accounting, Computer Software
  • Company Size: 60% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users find Joiin's ease of use enhances their reporting efficiency, making data preparation a breeze.
  • Users love the ease of consolidation reporting, finding it simple and efficient for management accounts.
  • Users praise Joiin for its reporting efficiency, enjoying quick consolidation and easy adjustments for management accounts.
  • Users commend the quick and helpful customer support of Joiin, enhancing their overall experience significantly.
  • Users value the ease of report creation, with customizable options and seamless integration enhancing their experience.
Cons
  • Users find Joiin's reporting to be inefficient, often requiring extensive manual adjustments and limiting customization options.
  • Users feel the limited chart types and missing features detract from Joiin's overall utility and flexibility.
  • Users experience reporting issues with filtering and exporting, making data management more tedious than anticipated.
  • Users find the limited reporting capabilities in Joiin restricting and difficult to navigate for comprehensive analysis.
  • Users note formatting issues in reports and exports, requiring additional cleanup before sharing with others.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Clockwork.ai

The clarity a CFO brings, for companies without one. Clockwork is AI FP&A for QuickBooks and Xero businesses. Get cash flow forecasts, scenarios, and live dashboards built from your QuickBooks, Xero, or Excel data in minutes, not weeks. Meet Mira, your AI FP&A analyst. She runs your forecasts, builds scenarios, plans headcount, and explains why your numbers look the way they do — doing the work of a three-person FP&A team at a fraction of the cost, and she never clocks out. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 46

How Do G2 Users Rate Clockwork.ai?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Adjustments: 9.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • Twitter: @Clockwork_AI
    118 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise Clockwork.ai for its outstanding customer support, facilitating effortless implementation and continuous product evolution.
  • Users find Clockwork.ai to be incredibly easy to use, streamlining their financial processes with minimal effort.
  • Users appreciate the ease of implementation with Clockwork.ai, highlighting quick setup and excellent support throughout the process.
  • Users praise the implementation ease of Clockwork.ai, highlighting swift setup and responsive support from the team.
  • Users praise the automation capabilities of Clockwork.ai, appreciating its ease of implementation and flexibility for growth.
Cons
  • Users experience slow loading times with Clockwork.ai, which can hinder their workflow at critical moments.
  • Users notice that the slow performance of Clockwork.ai can impact their overall experience and efficiency.
  • Users notice a slight delay in performance, particularly with loading and updating times, but find it acceptable overall.
  • Users note that the update issues involve minor delays, generally acceptable but still present during operation.

What Are Recent G2 Reviews of Clockwork.ai?

Productive

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 and advanced AI and agentic features. AI Experience a modern way of working with Productive’s AI features: an integrated AI Assistant that you can ask anything, Skills that make your processes shareable and standardize AI output, and fully autonomous, custom Agents that run work for you. With Connectors, AI fetches data and acts on external tools, so you can pull everything into one place. Notetaker Turn meetings into actionable tasks and to-dos, directly in the platform where you handle your work. The Notetaker connects to your Google or Outlook Calendar, joins meetings, and provides AI-generated summaries directly to your email. Sales Pipeline Easily manage your sales funnel, create and send polished proposals to clients, and win more deals. 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. Delegate busywork to autonomous agents, and focus on the work that matters most. Resource Planning Organize and plan a work schedule for your entire agency with smart resourcing suggestions. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports, or ask AI to do it for you. Check your 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.

Average Rating: 4.6/5.0

Total Reviews: 73

How Do G2 Users Rate Productive?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.0/10 (Category avg: 8.8/10)

Who Is the Company Behind Productive?

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 80% Small, 17% Medium

What Do G2 Reviewers Say About Productive?

AI-generated summary from verified user reviews

Pros
  • Users find Productive's ease of use transformative, streamlining their workflow and enhancing productivity effortlessly.
  • Users value the seamless team collaboration enabled by Productive, enhancing project management and overall efficiency across the company.
  • Users praise the customizability of Productive, allowing tailored views and reports to fit diverse workflows seamlessly.
  • Users appreciate the 360 project management capabilities of Productive, praising its flexibility and intuitive user experience.
  • Users praise the intuitive and user-friendly interface of Productive, making project management seamless and efficient.
Cons
  • Users find the lack of integrations limiting, as essential tools and modules are not well-connected, complicating workflows.
  • Users face organization difficulties due to overwhelming layouts and limited customization options in Productive's reporting tools.
  • Users find the reporting options lacking flexibility, limiting detailed data access, especially on the mobile app.
  • Users find complex usability in configuring reports, making navigation challenging and limiting customization options.
  • Users find the difficult navigation to be overwhelming, especially for new users trying to configure reports.

What Are Recent G2 Reviews of Productive?

What Are G2 Users Discussing About Productive?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.8/5.0

Total Reviews: 60

How Do G2 Users Rate Reach Reporting?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Adjustments: 9.3/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.2/10 (Category avg: 8.8/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • Twitter: @ReachReporting
    148 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Financial Services
  • Company Size: 76% Small, 19% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Reach Reporting, enjoying straightforward setup and customizable, clear financial reporting.
  • Users highlight the clear and beautiful visuals of Reach Reporting, enhancing decision-making and client presentations effortlessly.
  • Users appreciate the reporting efficiency of Reach Reporting, benefiting from automated, customizable, and impressive financial dashboards.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making for teams.
  • Users praise the responsive customer support of Reach Reporting, making it easy to resolve issues promptly.
Cons
  • Users desire additional missing features in Reach Reporting, particularly for budget building and chart organization.
  • Users find Reach Reporting's interface complex and non-intuitive, making initial use challenging and consolidation cumbersome.
  • Users face connectivity issues, as syncing can be slow and doesn't allow automation with multiple systems simultaneously.
  • Users find the dashboard limitations challenging, wishing for better organization and enhanced forecasting features.
  • Users experience implementation issues with Reach Reporting, finding data consolidation and budget features cumbersome and inefficient.

What Are Recent G2 Reviews of Reach Reporting?

Pry

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway.

Average Rating: 4.6/5.0

Total Reviews: 28

How Do G2 Users Rate Pry?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Adjustments: 8.6/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.8/10)

Who Is the Company Behind Pry?

  • Seller: Brex
  • Year Founded: 2017
  • HQ Location: San Francisco, California
  • Twitter: @brexHQ
    24,030 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,146 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software
  • Company Size: 79% Small, 10% Medium

What Are Recent G2 Reviews of Pry?

What Are G2 Users Discussing About Pry?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated June 24, 2026