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Best Budgeting and Forecasting Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Budgeting and Forecasting category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Budgeting and Forecasting to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Budgeting and Forecasting category.

In addition to qualifying for inclusion in the Budgeting and Forecasting Software category, to qualify for inclusion in the Medium-Sized Business Budgeting and Forecasting Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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

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43 Listings in Budgeting and Forecasting Available
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Vena
By Vena Solutions
(320)4.5 out of 5
Optimized for quick response
11th 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.

    Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 61% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
    • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
    • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    115
    Excel Integration
    50
    User Interface
    50
    Features
    48
    Excel Compatibility
    44
    Cons
    Learning Difficulty
    31
    Learning Curve
    29
    Steep Learning Curve
    23
    Difficult Learning
    20
    Complexity
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Adjustments
    Average: 8.8
    9.0
    Budget Hierarchies
    Average: 8.8
    9.0
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,389 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 61% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
  • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
  • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
115
Excel Integration
50
User Interface
50
Features
48
Excel Compatibility
44
Cons
Learning Difficulty
31
Learning Curve
29
Steep Learning Curve
23
Difficult Learning
20
Complexity
17
Vena features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.0
Adjustments
Average: 8.8
9.0
Budget Hierarchies
Average: 8.8
9.0
Variance Analysis
Average: 8.7
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,389 Twitter followers
LinkedIn® Page
www.linkedin.com
671 employees on LinkedIn®
Get a quote
Anaplan
By Anaplan
(391)4.6 out of 5
8th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Management Consulting
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
    • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
    • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    91
    Ease of Use
    81
    Features
    72
    Planning
    56
    Planning Efficiency
    49
    Cons
    Missing Features
    48
    Limitations
    38
    Lack of Features
    32
    Performance Issues
    29
    Limited Functionality
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.6
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,465 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Management Consulting
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
  • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
  • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
91
Ease of Use
81
Features
72
Planning
56
Planning Efficiency
49
Cons
Missing Features
48
Limitations
38
Lack of Features
32
Performance Issues
29
Limited Functionality
28
Anaplan features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.6
Variance Analysis
Average: 8.7
Seller Details
Seller
Anaplan
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,465 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
Read Anaplan Reviews

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Mosaic Tech
By Mosaic Tech
(212)4.7 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Mid-Market
    • 36% 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.
    • Mosaic is a modeling tool that supports operations and allows for fluid and interactive modeling, integrating with various systems for comprehensive data analysis and reporting.
    • Reviewers appreciate Mosaic's clean interface, seamless integrations, and the ability to create and share canvases with charts and reports, which allows for efficient data dissemination and interaction.
    • Users experienced a steep learning curve with Mosaic, with some finding the no-code setup limiting in customization and others noting that the tool's user interface takes some time to get used to.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Customer Support
    53
    Integrations
    33
    Easy Integrations
    31
    Forecasting Efficiency
    26
    Cons
    Missing Features
    16
    Learning Difficulty
    15
    Limited Customization
    14
    Difficult Customization
    12
    Learning Curve
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mosaic Tech
    Company Website
    Year Founded
    2019
    HQ Location
    San Diego, US
    Twitter
    @MosaicTechInfo
    305 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    103 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Mid-Market
  • 36% 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.
  • Mosaic is a modeling tool that supports operations and allows for fluid and interactive modeling, integrating with various systems for comprehensive data analysis and reporting.
  • Reviewers appreciate Mosaic's clean interface, seamless integrations, and the ability to create and share canvases with charts and reports, which allows for efficient data dissemination and interaction.
  • Users experienced a steep learning curve with Mosaic, with some finding the no-code setup limiting in customization and others noting that the tool's user interface takes some time to get used to.
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Customer Support
53
Integrations
33
Easy Integrations
31
Forecasting Efficiency
26
Cons
Missing Features
16
Learning Difficulty
15
Limited Customization
14
Difficult Customization
12
Learning Curve
12
Mosaic Tech features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.7
Seller Details
Seller
Mosaic Tech
Company Website
Year Founded
2019
HQ Location
San Diego, US
Twitter
@MosaicTechInfo
305 Twitter followers
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Get a quote
Datarails
By Datarails
(170)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

    Users
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 71% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
    • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
    • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Customer Support
    28
    Reporting Efficiency
    23
    Report Creation
    22
    Data Management
    21
    Cons
    Learning Difficulty
    22
    Learning Curve
    14
    Reporting Issues
    11
    Steep Learning Curve
    10
    Implementation Difficulties
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.3
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,102 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

Users
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 71% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
  • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
  • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Customer Support
28
Reporting Efficiency
23
Report Creation
22
Data Management
21
Cons
Learning Difficulty
22
Learning Curve
14
Reporting Issues
11
Steep Learning Curve
10
Implementation Difficulties
8
Datarails features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,102 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
Get a quote
Drivetrain
By Drivetrain
(85)4.8 out of 5
Optimized for quick response
2nd 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 a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their prog

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 88% Mid-Market
    • 9% 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 platform designed to automate and streamline reporting, data analysis, and financial planning processes.
    • Users like the user-friendly interface, the ability to generate comprehensive reports, the platform's adaptability to business needs, and the responsive and knowledgeable support team.
    • Reviewers experienced issues with integration, occasional bugs, limitations in customization and formatting, and a learning curve in understanding the platform's structure and functionalities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Drivetrain Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Customer Support
    27
    Report Creation
    27
    Reporting Efficiency
    23
    Efficiency
    22
    Cons
    Improvements Needed
    6
    Missing Features
    6
    Reporting Issues
    6
    Data Management
    5
    Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    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
    9.3
    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
    48 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    64 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their prog

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 88% Mid-Market
  • 9% 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 platform designed to automate and streamline reporting, data analysis, and financial planning processes.
  • Users like the user-friendly interface, the ability to generate comprehensive reports, the platform's adaptability to business needs, and the responsive and knowledgeable support team.
  • Reviewers experienced issues with integration, occasional bugs, limitations in customization and formatting, and a learning curve in understanding the platform's structure and functionalities.
Drivetrain Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Customer Support
27
Report Creation
27
Reporting Efficiency
23
Efficiency
22
Cons
Improvements Needed
6
Missing Features
6
Reporting Issues
6
Data Management
5
Learning Curve
5
Drivetrain features and usability ratings that predict user satisfaction
9.5
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
9.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
48 Twitter followers
LinkedIn® Page
in.linkedin.com
64 employees on LinkedIn®
Aleph
By Aleph
(41)4.9 out of 5
4th 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 a spreadsheet-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 fin

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 85% Mid-Market
    • 7% 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.
    • Aleph is a financial reporting platform that allows users to connect different data sources and create dimensions for easy data analysis.
    • Reviewers appreciate Aleph's ability to automate data collection from various sources, saving significant time and enhancing productivity, along with its seamless integration with Excel and Google Sheets.
    • Users experienced some minor issues with the user interface and the speed of certain integrations, and noted that some features are still in development.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Aleph Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Customer Support
    19
    Integrations
    19
    Efficiency
    14
    Excel Integration
    14
    Cons
    Poor Customer Support
    4
    Excel Compatibility
    3
    Missing Features
    3
    Software Bugs
    3
    Bugs
    2
  • 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
    8.9
    Adjustments
    Average: 8.8
    9.3
    Budget Hierarchies
    Average: 8.8
    9.2
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    234 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    41 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is a spreadsheet-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 fin

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 85% Mid-Market
  • 7% 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.
  • Aleph is a financial reporting platform that allows users to connect different data sources and create dimensions for easy data analysis.
  • Reviewers appreciate Aleph's ability to automate data collection from various sources, saving significant time and enhancing productivity, along with its seamless integration with Excel and Google Sheets.
  • Users experienced some minor issues with the user interface and the speed of certain integrations, and noted that some features are still in development.
Aleph Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Customer Support
19
Integrations
19
Efficiency
14
Excel Integration
14
Cons
Poor Customer Support
4
Excel Compatibility
3
Missing Features
3
Software Bugs
3
Bugs
2
Aleph features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
8.9
Adjustments
Average: 8.8
9.3
Budget Hierarchies
Average: 8.8
9.2
Variance Analysis
Average: 8.7
Seller Details
Seller
Aleph
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
234 Twitter followers
LinkedIn® Page
www.linkedin.com
41 employees on LinkedIn®
Read Aleph Reviews
Workday Adaptive Planning
By Workday
(273)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    77
    Excel Integration
    31
    Reporting
    30
    Efficiency
    28
    Features
    27
    Cons
    Learning Difficulty
    32
    Learning Curve
    20
    Limited Reporting
    20
    Setup Difficulty
    20
    Steep Learning Curve
    20
  • 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
    8.4
    Budget Hierarchies
    Average: 8.8
    7.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
77
Excel Integration
31
Reporting
30
Efficiency
28
Features
27
Cons
Learning Difficulty
32
Learning Curve
20
Limited Reporting
20
Setup Difficulty
20
Steep Learning Curve
20
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
8.4
Budget Hierarchies
Average: 8.8
7.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,296 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®
Abacum
By Abacum
(108)4.8 out of 5
Optimized for quick response
7th 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.

    Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides

    Users
    • CFO
    • FP&A Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 88% Mid-Market
    • 6% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Abacum Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Customer Support
    28
    Features
    21
    Integrations
    21
    Efficiency
    18
    Cons
    Missing Features
    12
    Limitations
    8
    Improvements Needed
    6
    Difficult Setup
    5
    Integration Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Abacum features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Adjustments
    Average: 8.8
    9.3
    Budget Hierarchies
    Average: 8.8
    9.3
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Abacum
    Company Website
    Year Founded
    2020
    HQ Location
    New York City, US
    LinkedIn® Page
    www.linkedin.com
    103 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides

Users
  • CFO
  • FP&A Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 88% Mid-Market
  • 6% Small-Business
Abacum Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Customer Support
28
Features
21
Integrations
21
Efficiency
18
Cons
Missing Features
12
Limitations
8
Improvements Needed
6
Difficult Setup
5
Integration Issues
5
Abacum features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.4
Adjustments
Average: 8.8
9.3
Budget Hierarchies
Average: 8.8
9.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Abacum
Company Website
Year Founded
2020
HQ Location
New York City, US
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Solver
By Solver
(241)4.5 out of 5
Optimized for quick response
View top Consulting Services for Solver
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 65% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
    • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
    • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Report Creation
    30
    Excel Integration
    18
    Reporting Efficiency
    18
    Excel Functionality
    14
    Cons
    Learning Difficulty
    16
    Learning Curve
    13
    Excel Compatibility
    8
    Missing Features
    8
    Performance Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    561 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 65% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
  • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
  • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Report Creation
30
Excel Integration
18
Reporting Efficiency
18
Excel Functionality
14
Cons
Learning Difficulty
16
Learning Curve
13
Excel Compatibility
8
Missing Features
8
Performance Issues
7
Solver features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.9
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
561 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Get a quote
Prophix Software
By Prophix
(192)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.

    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
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 37% 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 software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
    • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
    • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    33
    Reporting
    24
    Customer Support
    21
    Efficiency
    20
    Features
    20
    Cons
    Missing Features
    12
    Learning Difficulty
    10
    Dashboard Limitations
    8
    Limitations
    8
    Dashboard Issues
    7
  • 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
    9.1
    Adjustments
    Average: 8.8
    9.1
    Budget Hierarchies
    Average: 8.8
    8.8
    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
    2,008 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 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
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 37% 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 software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
  • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
  • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
33
Reporting
24
Customer Support
21
Efficiency
20
Features
20
Cons
Missing Features
12
Learning Difficulty
10
Dashboard Limitations
8
Limitations
8
Dashboard Issues
7
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
9.1
Adjustments
Average: 8.8
9.1
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
2,008 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
Planful
By Planful
(436)4.3 out of 5
Optimized for quick response
14th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 47% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
    • Reviewers appreciate Planful's user-friendly interface and powerful automation features, which enhance work efficiency, facilitate data-driven decision making, and streamline previously manual processes.
    • Reviewers experienced a steep initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and challenges with integration and data mining.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Reporting
    28
    Report Creation
    18
    Features
    15
    Intuitive
    15
    Cons
    Learning Difficulty
    19
    Learning Curve
    16
    Missing Features
    16
    Limitations
    10
    Confusion
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planful features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,726 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    625 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 47% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
  • Reviewers appreciate Planful's user-friendly interface and powerful automation features, which enhance work efficiency, facilitate data-driven decision making, and streamline previously manual processes.
  • Reviewers experienced a steep initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and challenges with integration and data mining.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Reporting
28
Report Creation
18
Features
15
Intuitive
15
Cons
Learning Difficulty
19
Learning Curve
16
Missing Features
16
Limitations
10
Confusion
7
Planful features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.7
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,726 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
Get a quote
Velixo
By Velixo
(120)4.8 out of 5
3rd 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
    Industries
    • Construction
    • Accounting
    Market Segment
    • 59% 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.
    • Velixo is a tool designed to provide real-time data from accounting software, with features that work seamlessly with Acumatica.
    • Users like the ability of Velixo to provide direct access to data, enabling quick pivoting and saving countless hours using ERP software's export functionality, and its flexibility in producing tables according to user needs.
    • Users reported issues with Velixo such as having to clear cached data for updates, encountering technical errors when refreshing data, needing to log in each time the tool is used, and challenges in initial setup and figuring out how to get the desired data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Velixo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Excel Integration
    35
    Reporting Efficiency
    31
    Features
    23
    Customer Support
    19
    Cons
    Learning Curve
    8
    Refresh Issues
    8
    Formula Issues
    7
    Steep Learning Curve
    7
    Excel Dependency
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    7.3
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    77 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    37 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
Industries
  • Construction
  • Accounting
Market Segment
  • 59% 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.
  • Velixo is a tool designed to provide real-time data from accounting software, with features that work seamlessly with Acumatica.
  • Users like the ability of Velixo to provide direct access to data, enabling quick pivoting and saving countless hours using ERP software's export functionality, and its flexibility in producing tables according to user needs.
  • Users reported issues with Velixo such as having to clear cached data for updates, encountering technical errors when refreshing data, needing to log in each time the tool is used, and challenges in initial setup and figuring out how to get the desired data.
Velixo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Excel Integration
35
Reporting Efficiency
31
Features
23
Customer Support
19
Cons
Learning Curve
8
Refresh Issues
8
Formula Issues
7
Steep Learning Curve
7
Excel Dependency
6
Velixo features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
7.3
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.7
Seller Details
Seller
Velixo
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
77 Twitter followers
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Read Velixo Reviews
Cube Software
By Cube Software
(118)4.5 out of 5
12th 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.

    Cube is an FP&A platform that pairs the flexibility and familiarity of your spreadsheet with the control and scale of performance software. We help you save time, reduce errors, and improve insigh

    Users
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 81% Mid-Market
    • 17% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cube Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Excel Compatibility
    19
    Excel Integration
    19
    Customer Support
    15
    Easy Setup
    12
    Cons
    Missing Features
    5
    Connection Issues
    4
    Implementation Difficulties
    4
    Limited Features
    4
    Poor Visualization
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cube Software features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.7
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cube Software
    Company Website
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @CubeSoftwareHQ
    289 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    153 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cube is an FP&A platform that pairs the flexibility and familiarity of your spreadsheet with the control and scale of performance software. We help you save time, reduce errors, and improve insigh

Users
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 81% Mid-Market
  • 17% Small-Business
Cube Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Excel Compatibility
19
Excel Integration
19
Customer Support
15
Easy Setup
12
Cons
Missing Features
5
Connection Issues
4
Implementation Difficulties
4
Limited Features
4
Poor Visualization
4
Cube Software features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.7
Seller Details
Seller
Cube Software
Company Website
Year Founded
2018
HQ Location
New York
Twitter
@CubeSoftwareHQ
289 Twitter followers
LinkedIn® Page
www.linkedin.com
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IBM Planning Analytics
By IBM
(179)4.4 out of 5
Optimized for quick response
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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
    • 55% Enterprise
    • 31% 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 forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
    • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
    • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    15
    Analytics
    14
    Ease of Use
    12
    Planning
    12
    Planning Efficiency
    12
    Cons
    Learning Difficulty
    9
    Learning Curve
    8
    Missing Features
    6
    User Difficulty
    6
    Lacking Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.6
    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
    711,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    317,108 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
  • 55% Enterprise
  • 31% 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 forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
  • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
  • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
15
Analytics
14
Ease of Use
12
Planning
12
Planning Efficiency
12
Cons
Learning Difficulty
9
Learning Curve
8
Missing Features
6
User Difficulty
6
Lacking Features
5
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.1
Has the product been a good partner in doing business?
Average: 9.2
8.9
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.6
Variance Analysis
Average: 8.7
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
711,154 Twitter followers
LinkedIn® Page
www.linkedin.com
317,108 employees on LinkedIn®
Budgyt
By Budgyt
(86)4.8 out of 5
Optimized for quick response
5th 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 a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting without sacrificing the granular details. Budgyt delivers user-friendly solutions for complex financial plan

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 62% Mid-Market
    • 38% 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 and financial planning platform that allows users to consolidate detailed line-item budget planning into one place and offers the ability to create multiple scenarios on one set of base data.
    • Reviewers frequently mention the user-friendly interface, the ability to easily create multiple scenarios, the detailed payroll input, and the excellent customer support as standout features of Budgyt.
    • Users mentioned some difficulties with the built-in equation builders, the aesthetics of the reports, the initial setup time and learning curve, and the lack of seamless integration with certain financial software.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Budgyt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Budgeting
    17
    Budgeting Efficiency
    16
    Customer Support
    16
    Budgeting Management
    14
    Cons
    Learning Difficulty
    4
    Steep Learning Curve
    4
    Improvements Needed
    3
    Inefficient Reporting
    3
    Integration Issues
    3
  • 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
    9.5
    Budget Hierarchies
    Average: 8.8
    9.3
    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
    118 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting without sacrificing the granular details. Budgyt delivers user-friendly solutions for complex financial plan

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 62% Mid-Market
  • 38% 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 and financial planning platform that allows users to consolidate detailed line-item budget planning into one place and offers the ability to create multiple scenarios on one set of base data.
  • Reviewers frequently mention the user-friendly interface, the ability to easily create multiple scenarios, the detailed payroll input, and the excellent customer support as standout features of Budgyt.
  • Users mentioned some difficulties with the built-in equation builders, the aesthetics of the reports, the initial setup time and learning curve, and the lack of seamless integration with certain financial software.
Budgyt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Budgeting
17
Budgeting Efficiency
16
Customer Support
16
Budgeting Management
14
Cons
Learning Difficulty
4
Steep Learning Curve
4
Improvements Needed
3
Inefficient Reporting
3
Integration Issues
3
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
9.5
Budget Hierarchies
Average: 8.8
9.3
Variance Analysis
Average: 8.7
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
118 Twitter followers
LinkedIn® Page
www.linkedin.com
22 employees on LinkedIn®
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