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Top Free Budgeting and Forecasting Software

Check out our list of free Budgeting and Forecasting Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Budgeting and Forecasting Software to ensure you get the right product.

View Free Budgeting and Forecasting Software

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.
68 Budgeting and Forecasting Products Available
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View all Budgeting and Forecasting Software
Workday Adaptive Planning
(302)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
Save to My Lists
  • 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
  • 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
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • MC
    It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
    Verified User in Accounting
    AA
    A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
  • 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 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
MC
It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
Verified User in Accounting
AA
A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
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®
Causal
(256)4.6 out of 5
Save to My Lists
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Biotechnology
    UB
    Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
    JH
    That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lucanet AG
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    723 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    716 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Verified User in Biotechnology
UB
Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
JH
That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
Seller Details
Seller
Lucanet AG
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
723 Twitter followers
LinkedIn® Page
www.linkedin.com
716 employees on LinkedIn®

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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.
  • 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 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®
G-Accon
(194)4.8 out of 5
Save to My Lists
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% 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.
    • G-Accon is a tool that syncs data between QuickBooks and Google Sheets, automates financial reporting tasks, and allows for the creation of custom dashboards.
    • Reviewers like the ability to automate data refreshes, generate reports, and deliver them via email, as well as the tool's flexibility in report creation and customization, and its time-saving features.
    • Reviewers noted a steep learning curve, a lack of intuitive transaction updating, a desire for more built-in custom reports, and a need for more customization options and features.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.4
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Company Website
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,432 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% 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.
  • G-Accon is a tool that syncs data between QuickBooks and Google Sheets, automates financial reporting tasks, and allows for the creation of custom dashboards.
  • Reviewers like the ability to automate data refreshes, generate reports, and deliver them via email, as well as the tool's flexibility in report creation and customization, and its time-saving features.
  • Reviewers noted a steep learning curve, a lack of intuitive transaction updating, a desire for more built-in custom reports, and a need for more customization options and features.
G-Accon features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.4
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.7
Seller Details
Seller
G-Accon
Company Website
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,432 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Velixo
(201)4.7 out of 5
6th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Velixo
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 62% Mid-Market
    • 27% 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.
    • Velixo is a tool for creating Excel reports, integrating with accounting systems like Sage Intacct and Acumatica, and offering features like live data reporting, automation of weekly and monthly reporting, and the ability to build custom reports.
    • Users like Velixo's seamless integration with Excel and accounting systems, its user-friendly interface, the ability to create live reports, and the time-saving automation of weekly and monthly reporting.
    • Users mentioned that the initial setup of Velixo can be unintuitive, it can take time to load information, there is a learning curve when creating queries for generating reports, and refreshing multiple spreadsheets at once can cause errors.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.4
    Adjustments
    Average: 8.8
    7.2
    Budget Hierarchies
    Average: 8.8
    7.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    89 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    56 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 62% Mid-Market
  • 27% 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.
  • Velixo is a tool for creating Excel reports, integrating with accounting systems like Sage Intacct and Acumatica, and offering features like live data reporting, automation of weekly and monthly reporting, and the ability to build custom reports.
  • Users like Velixo's seamless integration with Excel and accounting systems, its user-friendly interface, the ability to create live reports, and the time-saving automation of weekly and monthly reporting.
  • Users mentioned that the initial setup of Velixo can be unintuitive, it can take time to load information, there is a learning curve when creating queries for generating reports, and refreshing multiple spreadsheets at once can cause errors.
Velixo features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
7.4
Adjustments
Average: 8.8
7.2
Budget Hierarchies
Average: 8.8
7.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Velixo
Company Website
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
89 Twitter followers
LinkedIn® Page
www.linkedin.com
56 employees on LinkedIn®
Cube
(122)4.5 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&am

    Users
    • Finance Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 80% Mid-Market
    • 18% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cube features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • CR
    I honestly think the best thing about Cube Software is the people who work there. When we decided to go with Cube over a few different vendors, the... Read review
    Verified User in Medical Devices
    UM
    The price point and the ease of use. Both the NetSuite integration and the Excel addon are very straightforward and easy to use. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cube
    Company Website
    Year Founded
    2018
    HQ Location
    New York
    LinkedIn® Page
    www.linkedin.com
    142 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&am

Users
  • Finance Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 80% Mid-Market
  • 18% Small-Business
Cube features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
CR
I honestly think the best thing about Cube Software is the people who work there. When we decided to go with Cube over a few different vendors, the... Read review
Verified User in Medical Devices
UM
The price point and the ease of use. Both the NetSuite integration and the Excel addon are very straightforward and easy to use. Read review
Seller Details
Seller
Cube
Company Website
Year Founded
2018
HQ Location
New York
LinkedIn® Page
www.linkedin.com
142 employees on LinkedIn®
Jedox
(188)4.4 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.
  • 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 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®
Budgyt
(102)4.8 out of 5
Optimized for quick response
3rd 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.

    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.

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 62% Mid-Market
    • 35% 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.
    • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
    • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
    • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Budgyt features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Budgyt
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @budgyt
    123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 62% Mid-Market
  • 35% 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.
  • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
  • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
  • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
Budgyt features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.7
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
123 Twitter followers
LinkedIn® Page
www.linkedin.com
16 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.
  • 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 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®
IBM Cloudability
(199)4.2 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.

    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.
  • 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 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®
Drivetrain
(96)4.8 out of 5
Optimized for quick response
12th 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.

    Drivetrain is an AI-native business planning platform to help accelerate your budgeting, reporting, and forecasting. Our cross-departmental software helps teams build integrated plans, budgets and for

    Users
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 14% 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.
    • DriveTrain is a cloud-based system that integrates with accounting software to consolidate, plan, and report data for management teams.
    • Reviewers frequently mention the system's ability to create a 360-degree view of reporting, its customization capabilities, and the excellent customer support received.
    • Reviewers experienced occasional slow speeds during quarter ends, limitations on new additions requiring changes in old reporting, and a learning curve for new users.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    9.2
    Budget Hierarchies
    Average: 8.8
    9.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drivetrain
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    52 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    87 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform to help accelerate your budgeting, reporting, and forecasting. Our cross-departmental software helps teams build integrated plans, budgets and for

Users
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 14% 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.
  • DriveTrain is a cloud-based system that integrates with accounting software to consolidate, plan, and report data for management teams.
  • Reviewers frequently mention the system's ability to create a 360-degree view of reporting, its customization capabilities, and the excellent customer support received.
  • Reviewers experienced occasional slow speeds during quarter ends, limitations on new additions requiring changes in old reporting, and a learning curve for new users.
Drivetrain features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
9.2
Budget Hierarchies
Average: 8.8
9.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
52 Twitter followers
LinkedIn® Page
in.linkedin.com
87 employees on LinkedIn®
Aleph
(63)4.9 out of 5
Optimized for quick response
2nd 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.

    Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 81% Mid-Market
    • 11% 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.
    • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
    • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
    • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    9.2
    Budget Hierarchies
    Average: 8.8
    9.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    675 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    76 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 81% Mid-Market
  • 11% 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.
  • Aleph is a tool that connects to multiple data sources, providing a single platform for ERP and BI tools, and simplifying processes such as reporting, forecasting, and data analysis.
  • Users frequently mention the ease of implementation and use, the flexibility in creating and modifying dimensions within tables, the ability to consolidate data from multiple sources, and the excellent customer service provided by the Aleph team.
  • Users reported issues such as long load times, limited forecasting capabilities, lack of standardized framework and templates for a newer company, occasional bugs, long refresh times, and challenges with integrating non-mainstream systems.
Aleph features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
9.2
Budget Hierarchies
Average: 8.8
9.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
675 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Acterys
(70)4.8 out of 5
9th 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.

    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 connec

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% 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.
    • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
    • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
    • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.7
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 connec

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% 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.
  • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
  • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
  • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
Acterys features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.7
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
155 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Syft
(75)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Adjustments
    Average: 8.8
    8.2
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • PG
    Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
    SL
    Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    520 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    90 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.6
Adjustments
Average: 8.8
8.2
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
PG
Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
SL
Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
520 Twitter followers
LinkedIn® Page
www.linkedin.com
90 employees on LinkedIn®
Clockwork.ai
(46)4.9 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.7
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    AA
    Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
    Sharrin F.
    SF
    When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    119 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.8
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.7
Verified User in Accounting
AA
Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
Sharrin F.
SF
When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
119 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®