Best Budgeting and Forecasting Software for Small Business

How Many Budgeting and Forecasting Software Products Does G2 Track?

Total Products under this Category: 453

Category Stats (Nov 2026)

  • Average Rating: 4.49/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Cash Flow Frog (+1.75%) - Among all products in this category, Cash Flow Frog recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Budgeting and Forecasting Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 19,200+ Authentic Reviews
  • 453+ Products
  • Unbiased Rankings

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

G2 Grid® for Budgeting and Forecasting Software

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

Highlighted products: Adaptive from Workday, Datarails, Fathom, Intuit Enterprise Suite, Spendesk, LiveFlow, IBM Planning Analytics, and Aleph.

Underlying data: [Grid® JSON](https://www.g2.com/categories/budgeting-and-forecasting/grids.json?focus%5B%5D=adaptive-from-workday&focus%5B%5D=datarails&focus%5B%5D=fathom&focus%5B%5D=intuit-intuit-enterprise-suite&focus%5B%5D=spendesk&focus%5B%5D=liveflow&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=getaleph&segment=small-business)

Adaptive from Workday

Adaptive from Workday gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 451

How Do G2 Users Rate Adaptive from Workday?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.5/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind Adaptive from Workday?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®
  • Ownership: NYSE: WDAY

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About Adaptive from Workday?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Adaptive from Workday?

What Are G2 Users Discussing About Adaptive from Workday?

Datarails

Datarails is a software designed to unify financial reporting, FP&A, cash management, spend control, and month-end close into a single scalable workspace. The software provides automated data consolidation into a single source of truth by leveraging an AI-powered, Excel-native platform with 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems. It automates manual data collection tasks and reduces the time finance teams spend gathering information rather than analyzing it. Datarails addresses fragmented financial operations by strengthening visibility, controls, and collaboration across the CFO's office. The software supports faster reporting, more accurate financial insights, and data-driven decision-making for finance teams of all sizes.

Average Rating: 4.6/5.0

Total Reviews: 394

How Do G2 Users Rate Datarails?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Adjustments: 8.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.5/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.5/10 (Category avg: 8.7/10)

Who Is the Company Behind Datarails?

  • Seller: Datarails
  • Company Website:
  • Year Founded: 2015
  • HQ Location: New York
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Chief Financial Officer
  • Top Industries: Financial Services, Hospital & Health Care
  • Company Size: 70% Medium, 22% Small

What Do G2 Reviewers Say About Datarails?

AI-generated summary from verified user reviews

Pros
  • Users love the ease of use of Datarails, appreciating its efficiency and seamless integration with Excel.
  • Users value the reporting efficiency of Datarails, as it saves time and produces clear, accurate reports.
  • Users appreciate the seamless Excel integration of Datarails, enhancing their data management experience with familiar tools.
  • Users value Datarails for its centralized data management, enhancing reporting and integrating seamlessly with Excel.
  • Users value the efficiency of Datarails, as it simplifies reporting and significantly reduces time spent on financial tasks.
Cons
  • Users find the learning difficulty of Datarails challenging, requiring significant time to master its features and functions.
  • Users often struggle with a steep learning curve and find the platform challenging, especially for non-tech-savvy individuals.
  • Users express frustration over missing features like consistent formulas and case sensitivity issues, complicating their workflow.
  • Users face a steep learning curve with Datarails, requiring significant time to master complex features and reports.
  • Users find Datarails' interface difficult to understand, especially for those less tech-savvy, complicating their experience.

What Are Recent G2 Reviews of Datarails?

What Are G2 Users Discussing About Datarails?

Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.6/5.0

Total Reviews: 173

How Do G2 Users Rate Fathom?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Adjustments: 8.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Fathom?

Who Uses This Product?

  • Who Uses This: Accountant, Controller
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 64% Small, 28% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive automation features of Fathom, which significantly enhance efficiency and reduce errors.
  • Users appreciate the versatile reporting features of Fathom, enhancing their regular reporting cycles significantly.
  • Users praise the intuitive ease of use of Fathom, finding it highly efficient and user-friendly for reporting.
  • Users appreciate the reporting efficiency of Fathom, highlighting its intuitive automation and detailed customizable reports.
  • Users value the prompt and helpful customer support of Fathom, ensuring assistance is readily available when needed.
Cons
  • Users find the missing features in Fathom, struggling with rigid templates and insufficient customization options for reporting.
  • Users face upload issues with Fathom, finding the Excel format cumbersome and desiring a more seamless process.
  • Users find customization difficulties with Fathom, wishing for more flexibility in reporting and data presentation.
  • Users face import issues, struggling with seamless data uploads and integration with MYOB EXO, adding unnecessary steps.
  • Users feel improvements are needed in Fathom's handling of accruals and reporting customization for better usability.

What Are Recent G2 Reviews of Fathom?

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Intuit Enterprise Suite

Intuit Enterprise Suite is a modern, intelligent ERP designed for larger, growing companies that have outgrown basic financial tools but don’t want the cost, complexity, or disruption of traditional ERP systems. It's an all-in-one platform that goes beyond basic accounting, offering a unified solution that can streamline operations and improve profitability. Unlike legacy ERPs that are often difficult to implement and maintain, Intuit Enterprise Suite is is simple to use and built to scale. It leverages Intuit's long-standing legacy in financial tools, making the transition feel like a natural evolution for businesses already familiar with the company's products. A key differentiator for Intuit Enterprise Suite is its integration of artificial intelligence. By using AI built on decades of anonymized financial data, the platform provides automated, "done-for-you" experiences and intelligent business insights. This helps businesses move away from the fragmented and manual workflows that often hinder growth, allowing them to focus on strategic initiatives and make smarter decisions. Key Features: - One connected platform: The solution serves as a unified platform that consolidates various business functions, including financial management, payroll, payments, workforce, and marketing. This all-in-one approach helps mid-market businesses that are often managing a collection of disparate applications, leading to data silos and increased costs. By bringing everything together, Intuit Enterprise Suite helps reduce the total cost of ownership and streamlines workflows. - Automation and intelligence: The product’s deep integration of artificial intelligence is a significant differentiator across accounting, financial planning, project management, and payments. Built on Intuit's extensive foundation of financial data, the AI capabilities go beyond simple automation, providing proactive, "done-for-you" experiences and intelligent insights. - Multi-entity management: For businesses with multiple entities or subsidiaries, the Intuit Enterprise Suite offers robust multi-entity management capabilities. This includes the ability to manage inter-company transactions and generate consolidated financial reports, providing a single source of truth and a comprehensive view of the entire organization's performance. - Simple to use, built to scale: A familiar, intuitive design makes adoption easy, while advanced capabilities like multi-entity management and consolidated reporting give businesses the confidence to grow. QuickBooks customers can migrate seamlessly.

Average Rating: 4.5/5.0

Total Reviews: 68

How Do G2 Users Rate Intuit Enterprise Suite?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)

Who Is the Company Behind Intuit Enterprise Suite?

  • Seller: Intuit
  • Company Website:
  • Year Founded: 1983
  • HQ Location: Mountain View, California
  • LinkedIn® Page: www.linkedin.com
    15,963 employees on LinkedIn®
  • Ownership: VIE:INTU

Who Uses This Product?

  • Who Uses This: Controller, CFO
  • Top Industries: Construction, Accounting
  • Company Size: 66% Small, 31% Medium

What Do G2 Reviewers Say About Intuit Enterprise Suite?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Intuit Enterprise Suite, significantly streamlining workflows and saving valuable time.
  • Users highlight the streamlined workflow of Intuit Enterprise Suite, saving significant time on data entry and management.
  • Users appreciate the easy access Intuit Enterprise Suite offers, enhancing workflow and saving significant time.
  • Users highlight the easy management of Intuit Enterprise Suite, enjoying streamlined workflows and significant time savings.
  • Users value the feature-rich capabilities of Intuit Enterprise Suite, enhancing financial management and efficiency for multiple businesses.
Cons
  • Users experience slow loading times for reports, complicating tasks and leading to frustration with the system's performance.
  • Users find the complex features overwhelming at times, especially when performing simple tasks and waiting for reports to load.
  • Users find the complex usability overwhelming, especially when attempting simple tasks, with slow report loading times.
  • Users find the overwhelming features of Intuit Enterprise Suite can complicate simple tasks and slow report loading.
  • Users face frustrating merge issues when managing data across multiple classes, leading to delays and complications.

What Are Recent G2 Reviews of Intuit Enterprise Suite?

Spendesk

Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, and an easily adopted approval process, Spendesk’s single solution makes agile, efficient spending easy for employees. It gives finance leaders complete visibility across company spend. With the launch of its Procure-to-Pay solution, Spendesk is the first European platform to fully integrate procurement and spend management for businesses of up to 1,000 employees.

Average Rating: 4.5/5.0

Total Reviews: 848

How Do G2 Users Rate Spendesk?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.9/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Spendesk?

  • Seller: Spendesk
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Paris, Île-de-France
  • LinkedIn® Page: www.linkedin.com
    348 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, comptable
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 57% Medium, 40% Small

What Do G2 Reviewers Say About Spendesk?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of Spendesk, highlighting its intuitive interface and clear expense tracking process.
  • Users feel that Spendesk lacks timely customer support, impacting their overall satisfaction with the service.
  • Users feel the customer support of Spendesk has declined, impacting their overall experience negatively.
  • Users appreciate the ease of understanding of Spendesk, making it simple to track and order finances.
  • Users value the easy submission process of Spendesk, enjoying its user-friendly interface and efficient expense management.
Cons
  • Users report approval issues with Spendesk, facing delays and lack of support that hinder daily operations.
  • Users report severe credit issues with Spendesk, facing unresponsive support and lost funds during urgent business needs.
  • Users report significant delays in support response, leading to frustration and disruption in their purchasing processes.
  • Users report significant payment issues with Spendesk, citing inaccessible funds and poor customer support response.
  • Users report significant processing delays with Spendesk, impacting accessibility to funds and urgent business transactions.

What Are Recent G2 Reviews of Spendesk?

What Are G2 Users Discussing About Spendesk?

LiveFlow

LiveFlow is a software designed to unify multi-entity accounting, AP/AR, and FP&A for accounting and finance teams. The software provides real-time financial reporting, rapid consolidation, and customizable dashboards by leveraging an AI-native ERP platform with deep QuickBooks integration and compatibility with Excel and Google Sheets. It automates routine accounting workflows and reduces the time required to consolidate multi-entity financials to under three minutes. LiveFlow addresses fragmented financial reporting across entities by managing intercompany workflows, shared accounts, and eliminations in one centralized platform. The software supports over 100 pre-built report templates, live spreadsheet sync, drill-down visualizations, and outcomes for small businesses and mid-market accounting teams.

Average Rating: 4.9/5.0

Total Reviews: 332

How Do G2 Users Rate LiveFlow?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.6/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind LiveFlow?

  • Seller: LiveFlow
  • Company Website:
  • Year Founded: 2021
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Accounting Manager, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 75% Small, 20% Medium

What Do G2 Reviewers Say About LiveFlow?

AI-generated summary from verified user reviews

Pros
  • Users find LiveFlow to be incredibly easy to use, enjoying quick setup and intuitive navigation for reporting.
  • Users value the time-saving capabilities of LiveFlow, significantly reducing the effort needed for financial reporting.
  • Users value the time-saving capabilities of LiveFlow, significantly reducing effort in monthly reporting and financial consolidation.
  • Users value the reporting efficiency of LiveFlow, enhancing productivity and simplifying communication with funders and clients.
  • Users praise LiveFlow for its efficiency and automation, significantly enhancing productivity and streamlining reporting processes.
Cons
  • Users desire more customization options and advanced reporting features in LiveFlow for better usability.
  • Users desire more customization options for dashboards and reports to better fit their specific business needs.
  • Users find the inefficient reporting system cumbersome, lacking essential features for streamlined financial analysis.
  • Users find LiveFlow's pricing high for limited feature usage, affecting its overall value perception.
  • Users express a desire for limited reporting options in LiveFlow, seeking more customization and advanced reporting capabilities.

What Are Recent G2 Reviews of LiveFlow?

What Are G2 Users Discussing About LiveFlow?

IBM Planning Analytics

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

Average Rating: 4.4/5.0

Total Reviews: 248

How Do G2 Users Rate IBM Planning Analytics?

  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Adjustments: 9.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.7/10 (Category avg: 8.7/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 36% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users praise IBM Planning Analytics for its high efficiency in managing data and automating tasks seamlessly.
  • Users value the planning efficiency of IBM Planning Analytics, effectively transforming chaos into structured, actionable insights.
  • Users value the speed and clarity of IBM Planning Analytics, enabling rapid modeling and insightful decision-making.
  • Users praise the ease of use of IBM Planning Analytics, enabling seamless planning and engagement with advanced insights.
  • Users appreciate the high accuracy of forecasting in IBM Planning Analytics, enabling efficient data handling and real-time insights.
Cons
  • Users find the learning curve challenging, especially for teams unfamiliar with analytics tools, requiring time and patience.
  • Users find the learning difficulty in IBM Planning Analytics can be challenging, especially for those unfamiliar with analytics tools.
  • Users find the user difficulty steep, requiring time and expertise, which may intimidate those unfamiliar with analytics tools.
  • Users find the difficult learning curve challenging, especially for teams unfamiliar with analytics tools and complex workflows.
  • Users find the complexity of IBM Planning Analytics challenging, necessitating technical expertise and patience during onboarding.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Aleph

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

Average Rating: 4.9/5.0

Total Reviews: 150

How Do G2 Users Rate Aleph?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.2/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Aleph?

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

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, FP&A Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 76% Medium, 16% Small

What Do G2 Reviewers Say About Aleph?

AI-generated summary from verified user reviews

Pros
  • Users find Aleph to have a user-friendly interface that simplifies data visualization and overall data management.
  • Users appreciate the helpful customer support from Aleph, enhancing their overall experience with the platform.
  • Users value Aleph's seamless integrations, enabling streamlined communication across systems and enhancing data usability and analysis.
  • Users value the implementation ease of Aleph, praising its quick setup and seamless integration into workflows.
  • Users find Aleph's ease of implementation invaluable, allowing them to quickly integrate it into their workflows.
Cons
  • Users note the missing features in Aleph, impacting its functionality compared to more established alternatives.
  • Users report encountering occasional bugs with Aleph, but the team promptly addresses these issues with quick resolutions.
  • Users experience Excel integration issues with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
  • Users experience slow performance with Aleph, citing long load times and frequent timeouts affecting usability.
  • Users experience software bugs, particularly with integrations, although the team addresses issues promptly and effectively.

What Are Recent G2 Reviews of Aleph?

Martus

Martus is a software designed to streamline budgeting, forecasting, and reporting for nonprofits, faith-based organizations, and small to mid-sized businesses seeking to replace error-prone spreadsheets. The software provides multi-user budget creation, role-based permissions, structured approval workflows, and real-time budget-to-actual reporting by leveraging a cloud-based platform integrated with more than 20 ERP and accounting systems including Sage Intacct, QuickBooks, NetSuite, Acumatica, and Xero. It automates data synchronization between budgets and core financial systems and reduces budgeting cycle time by up to 50% compared to manual spreadsheet processes. Martus addresses the challenge of disconnected, siloed budgeting by centralizing financial data and enabling collaborative planning across finance leaders and department managers with confidence. The software supports scenario planning, forecasting, and real-time financial visibility for scaling organizations, with implementation typically completed in approximately three weeks.

Average Rating: 4.7/5.0

Total Reviews: 107

How Do G2 Users Rate Martus?

  • Has the product been a good partner in doing business?: 9.8/10 (Category avg: 9.2/10)
  • Adjustments: 8.7/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Martus?

  • Seller: Martus Solutions
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Greenville, US
  • LinkedIn® Page: www.linkedin.com
    49 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller
  • Top Industries: Non-Profit Organization Management, Religious Institutions
  • Company Size: 51% Medium, 31% Small

What Do G2 Reviewers Say About Martus?

AI-generated summary from verified user reviews

Pros
  • Users find Martus intuitive and easy to use, quickly appreciating its efficient setup and exceptional support services.
  • Users commend Martus for its exceptional customer support, with quick responses and effective solutions to issues.
  • Users value the seamless integrations of Martus, enhancing financial management and improving data accuracy across departments.
  • Users love the real-time financial data availability of Martus, making budgeting efficient and error-free for departments.
  • Users appreciate the budgeting efficiency of Martus, enjoying real-time data and streamlined processes that save time.
Cons
  • Users find the lengthy learning curve challenging, particularly with software terminology and configuration options.
  • Users find the steep learning curve challenging, particularly with software terminology and various configurations and reports.
  • Users find Martus to have complexity issues, particularly for non-accountants and small educational institutions.
  • Users find the confusing interface of Martus hinders their experience, especially with navigation and shared budgets.
  • Users find that there is a lengthy learning curve for mastering Martus, particularly regarding data configuration and reporting.

What Are Recent G2 Reviews of Martus?

What Are G2 Users Discussing About Martus?

Productive

Productive is the all-in-one professional services automation platform built for agencies, consultancies, and service businesses. Manage projects, resources, and finances in one place — with real-time visibility and advanced AI and agentic features. AI Experience a modern way of working with Productive’s AI features: an integrated AI Assistant that you can ask anything, Skills that make your processes shareable and standardize AI output, and fully autonomous, custom Agents that run work for you. With Connectors, AI fetches data and acts on external tools, so you can pull everything into one place. Notetaker Turn meetings into actionable tasks and to-dos, directly in the platform where you handle your work. The Notetaker connects to your Google or Outlook Calendar, joins meetings, and provides AI-generated summaries directly to your email. Sales Pipeline Easily manage your sales funnel, create and send polished proposals to clients, and win more deals. You won't ever forget to follow up on that potential business opportunity. When the deal is won, convert it into a project, and continue working in the same tool. Project Management Assign work, collaborate, and organize agency projects. Project Management features are integrated with Time Tracking and Task Management so you will run projects faster and more elegantly. Delegate busywork to autonomous agents, and focus on the work that matters most. Resource Planning Organize and plan a work schedule for your entire agency with smart resourcing suggestions. Find bottlenecks that cost money and consume time. Avoid collisions, burnouts, and overbooking with resource planning features. Powerful Business Insights Build customizable reports, or ask AI to do it for you. Check your Actual Utilization by People, Revenue & Profitability by Client, Invoiced Revenue by Months, Overtime by People, Profitability by Months, etc. Billing and Invoicing Automatically track invoiced amounts and be confident you’ve billed everything you need. Simply generate invoices using tracked time on billable services.

Average Rating: 4.6/5.0

Total Reviews: 93

How Do G2 Users Rate Productive?

  • Has the product been a good partner in doing business?: 9.4/10 (Category avg: 9.2/10)
  • Adjustments: 8.1/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 10.0/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Productive?

  • Seller: Productive
  • Company Website:
  • Year Founded: 2014
  • HQ Location: Claymont, US
  • LinkedIn® Page: www.linkedin.com
    187 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Marketing and Advertising, Computer Software
  • Company Size: 74% Small, 21% Medium

What Do G2 Reviewers Say About Productive?

AI-generated summary from verified user reviews

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

What Are Recent G2 Reviews of Productive?

What Are G2 Users Discussing About Productive?

Anaplan

Anaplan is a software designed to optimize enterprise decision-making through scenario planning and analysis. The software provides cross-functional collaboration and intelligent insight surfacing by leveraging a connected planning platform that bridges organizational silos. It automates data consolidation across departments and reduces fragmented, siloed planning workflows. Anaplan addresses complex business planning challenges by unifying financial and operational data to support faster, more informed decisions. The software supports use cases across corporate performance management, budgeting and forecasting, compensation management, financial close, sales and operations planning, supply chain planning, and workforce management.

Average Rating: 4.6/5.0

Total Reviews: 429

How Do G2 Users Rate Anaplan?

  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Adjustments: 8.8/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 8.8/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Anaplan?

  • Seller: Anaplan
  • Company Website:
  • Year Founded: 2006
  • HQ Location: Miami, FL
  • LinkedIn® Page: www.linkedin.com
    3,020 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager, Senior Consultant
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 52% Large, 34% Medium

What Do G2 Reviewers Say About Anaplan?

AI-generated summary from verified user reviews

Pros
  • Users praise Anaplan for its user-friendly interface, allowing easy model building and navigation without technical skills.
  • Users commend Anaplan for its flexibility, allowing easy customization to meet specific business needs effectively.
  • Users value Anaplan for its real-time updates and flexibility, enhancing collaboration and simplifying complex planning processes.
  • Users value the efficiency of Anaplan for instant calculations and seamless what-if analysis across the platform.
  • Users appreciate the real-time data updates in Anaplan, enhancing planning efficiency and collaborative decision-making.
Cons
  • Users experience performance slowdowns with large models and face challenges in debugging and connectivity, impacting usability.
  • Users find missing features in Anaplan, leading to slow performance and complex, time-consuming implementations.
  • Users report a steep learning curve with Anaplan, making initial adoption challenging for new users.
  • Users report performance issues with Anaplan, including slowdowns during peak usage and challenges with model design.
  • Users find a lack of features in Anaplan, impacting functionality and user flexibility significantly.

What Are Recent G2 Reviews of Anaplan?

What Are G2 Users Discussing About Anaplan?

Joiin

Joiin is award-winning financial consolidation, group accounting and reporting cloud-based software for businesses, CFOs, finance teams and accountancy practices. It automates multi-entity consolidation, multi-currency reporting, FX, intercompany eliminations, management accounts and financial reporting, without replacing existing accounting systems. Joiin connects to Xero, QuickBooks Online, Advance, Intuit Enterprise Suite, Sage, FreeAgent, Zoho Books, Pennylane, Puzzle, Fortnox, MYOB and spreadsheets, bringing financial data from different companies and accounting platforms into one reporting environment. Finance teams can create consolidated Profit & Loss, Balance Sheet, Cash Flow and management reports in minutes, with dashboards, KPIs, forecasts and presentation-ready report packs. Joiin supports both single-entity reporting and complex multi-entity group consolidation. Who Joiin Is For Multi-Entity Businesses & Finance Teams: CFOs, Finance Directors and Group Financial Controllers managing multiple companies, subsidiaries, currencies and accounting systems. Accountants, CPAs & Advisory Firms: Practices delivering consolidated management accounts, outsourced CFO services, multi-client reporting and financial advisory. International Groups, Holding Companies & Franchises: Organisations that need group-wide reporting, intercompany eliminations, multi-currency consolidation and reporting across different local accounting systems. Top 3 Key Benefits 1. Automate Financial Consolidation & Group Reporting Replace manual spreadsheets with automated financial consolidation and reporting. Combine companies, currencies and accounting systems, align charts of accounts, apply intercompany eliminations and produce consolidated financial statements in minutes. 2. Bring Financial & Operational Performance Together Go beyond financial statements. Combine accounting data with operational KPIs, non-financial metrics and data from systems such as Stripe. Create dashboards, customised management accounts, board packs and three-way financial forecasts for a clearer picture of business performance. 3. AI-Powered Reporting with Joiin Intelligence Joiin Intelligence brings AI into financial reporting. Ask questions in any language, automate report commentary, create report packs and use AI agents to assist with intercompany eliminations and chart of accounts management. Joiin also offers an MCP server, REST API and Microsoft Excel Add-in, connecting structured financial data to AI assistants, business intelligence tools and existing finance workflows. Awards & Trusted Credentials Joiin is a 5 star rated Intuit QuickBooks Platinum App Partner, Xero App Award winner, ICB Accredited software provider and winner of Best Financial Reporting & Consolidation Software 2026 and 2025. Trusted by 65,000+ organisations worldwide, Joiin combines powerful consolidation capabilities with straightforward setup in minutes, flexible reporting and unlimited users, clients and reports. Start a free 14-day trial with no credit card required. Create your first report in minutes at joiin.co.

Average Rating: 4.7/5.0

Total Reviews: 87

How Do G2 Users Rate Joiin?

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

Who Is the Company Behind Joiin?

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

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Joiin, enjoying its intuitive navigation and streamlined reporting features.
  • Users value the ease of consolidation reporting with Joiin, significantly enhancing their management account preparation and efficiency.
  • Users appreciate the reporting efficiency of Joiin, saving time and simplifying multi-entity report preparation.
  • Users praise the excellent customer support of Joiin, noting fast responses and knowledgeable assistance whenever needed.
  • Users value the ease of report creation, praising its efficiency and user-friendly interface for customized reporting.
Cons
  • Users find inefficient reporting in Joiin, leading them to export data to Google Sheets for better formatting and updates.
  • Users find the reporting and charting features limited, necessitating external tools for effective data presentation.
  • Users find the reporting issues in Joiin frustrating, often resorting to other tools for finalizing accounts.
  • Users find the limited reporting functionality of Joiin inadequate, often needing external tools for better results.
  • Users find formatting issues in reports and exports that require additional cleanup for optimal presentation.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Acterys

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

Average Rating: 4.8/5.0

Total Reviews: 59

How Do G2 Users Rate Acterys?

  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Adjustments: 9.5/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 9.7/10 (Category avg: 8.8/10)
  • Variance Analysis: 9.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Acterys?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

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

What Do G2 Reviewers Say About Acterys?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Acterys, simplifying data integration and enhancing efficiency for finance and data teams.
  • Users value the seamless connectivity of Acterys, allowing easy integration with various data sources and tools.
  • Users value the easy integrations of Acterys, enhancing collaboration for finance and data teams with seamless connections.
  • Users value the intuitive integration and functionality of Acterys, enhancing data management for finance and development teams.
  • Users value the seamless integrations of Acterys, enhancing efficiency and collaboration for finance and data teams.

What Are Recent G2 Reviews of Acterys?

What Are G2 Users Discussing About Acterys?

Velixo

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

Average Rating: 4.6/5.0

Total Reviews: 289

How Do G2 Users Rate Velixo?

  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Adjustments: 7.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 7.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Velixo?

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

Who Uses This Product?

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

What Do G2 Reviewers Say About Velixo?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use with Velixo, enjoying seamless integration and efficiency in data management.
  • Users value the seamless Excel integration of Velixo for efficient data reporting and real-time access.
  • Users value the reporting efficiency of Velixo, enabling quick, accurate, and hassle-free report generation and delivery.
  • Users value the time-saving efficiency of Velixo, enabling quick report generation and seamless data updates.
  • Users love the real-time data integration with Acumatica, making financial analysis effortless and efficient.
Cons
  • Users find the learning curve steep, which can complicate the initial setup and affect overall performance.
  • Users experience formula issues with Velixo, facing slow updates and challenges with complex setups and errors.
  • Users note that Excel dependency may hinder the experience, especially for those unfamiliar with the software.
  • Users face Excel integration issues with Velixo, requiring strong spreadsheet skills and dealing with inconsistent connections.
  • Users face connection issues with Velixo that can disrupt workflow and require frequent resets to resolve.

What Are Recent G2 Reviews of Velixo?

What Are G2 Users Discussing About Velixo?

G-Accon

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more than just reporting. With seamless two-way integration to Xero, QuickBooks Online, FreshBooks, and Sage, G-Accon goes beyond dashboards—giving you full control to analyze, edit, and automate your accounting data in real time. Unlike basic reporting tools, G-Accon lets you: Sync data both ways—pull reports and push updates back to your ledger Consolidate multiple entities with intercompany eliminations Automate workflows like scheduled reports, alerts, and email delivery Clean up and bulk-edit transactions directly in spreadsheets. Build live KPI dashboards with branded templates From faster month-end closes to management reporting and multi-entity consolidation, G-Accon empowers firms to move beyond static dashboards and take full control of their financial data—right from Google Sheets. Power, flexibility, and automation—without ever leaving Google Sheets.

Average Rating: 4.7/5.0

Total Reviews: 217

How Do G2 Users Rate G-Accon?

  • Has the product been a good partner in doing business?: 9.1/10 (Category avg: 9.2/10)
  • Adjustments: 7.4/10 (Category avg: 8.8/10)
  • Budget Hierarchies: 7.4/10 (Category avg: 8.8/10)
  • Variance Analysis: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind G-Accon?

  • Seller: G-Accon
  • Year Founded: 2017
  • HQ Location: Novi, MI
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, CEO
  • Top Industries: Accounting, Financial Services
  • Company Size: 68% Small, 30% Medium

What Do G2 Reviewers Say About G-Accon?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of G-Accon, enabling seamless data integration and reliable automated reporting.
  • Users appreciate the automation capabilities of G-Accon, significantly streamlining financial reporting and data syncing.
  • Users appreciate the time-saving automation G-Accon provides, significantly streamlining report generation and financial consolidations.
  • Users love the seamless integration of G-Accon, easily syncing Xero data with Google Sheets for custom dashboards.
  • Users value the time-saving automation features of G-Accon, simplifying financial reporting across multiple entities.
Cons
  • Users face reporting issues with G-Accon, as data uploading and currency consolidation can be cumbersome and inefficient.
  • Users find the inefficient reporting with custom reports and currency consolidation cumbersome and unsatisfactory.
  • Users struggle with poor navigation in G-Accon, finding the interface non-intuitive and setup cumbersome.
  • Users find the UI a bit tricky and outdated, making initial setup and navigation less intuitive.
  • Users experience a steep learning curve with G-Accon, finding it unintuitive and challenging to master initially.

What Are Recent G2 Reviews of G-Accon?

What Are G2 Users Discussing About G-Accon?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated