# Best Budgeting and Forecasting Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Budgeting and forecasting software helps organizations plan, model, and monitor financial performance. Finance teams, accountants, department leaders, and business owners use these solutions to create budgets, develop forecasts, analyze financial scenarios, and compare projected results against actual business performance. These platforms centralize financial planning processes by consolidating data from accounting systems, ERP platforms, spreadsheets, and operational applications. These solutions pull financial and operational data from integrated [ERP systems](https://www.g2.com/categories/erp-systems) and [financial planning and analysis (FP&A) software](https://www.g2.com/categories/fp-a-financial-planning-analysis). Organizations use budgeting and forecasting software to improve financial visibility, support strategic decision-making, align departmental plans, and adapt to changing business conditions through continuous scenario analysis. Modern budgeting and forecasting solutions support a variety of planning approaches, including annual budgeting, rolling forecasts, cash flow forecasting, workforce planning, project-based budgeting, and financial modeling. Many solutions also incorporate automation, AI-assisted forecasting, and collaborative workflows to streamline planning cycles and improve forecast accuracy. To qualify for inclusion in the Budgeting and Forecasting category, a product must: - Create and manage organizational, project-based, or operational budgets - Allow users to create and manage multiple budget and forecast versions - Generate financial forecasts using historical, operational, or user-defined planning data - Compare budgeted or forecasted results against actual financial health - Consolidate budgets and forecasts across multiple departments, business units, projects, or entities - Support what-if analysis, scenario modeling, or driver-based planning to evaluate potential financial outcomes - Monitor and report on budgeting and forecasting performance through analytics, variance analysis, or planning dashboards ## Top Budgeting and Forecasting Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (396 reviews) | Cross-functional connected budgeting and scenario forecasting | "[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)" | | 2 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (355 reviews) | Excel-native multi-source budgeting and consolidation | "[Intuitive, High-Performing Tool with Easy NetSuite Integration and Great Support](https://www.g2.com/survey_responses/datarails-review-12876184)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (469 reviews) | Excel-native FP&A with centralized version control | "[Revolutionized Budgeting and Reporting with Vena](https://www.g2.com/survey_responses/vena-review-12854573)" | | 4 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (222 reviews) | Multidimensional budgeting with in-memory scenario modeling | "[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)" | | 5 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-native budget-vs-actuals with live spreadsheet sync | "[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)" | | 6 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (492 reviews) | Excel-to-centralized budgeting and consolidation workflows | "[Effortless Budgeting with Stellar Support](https://www.g2.com/survey_responses/planful-review-12981881)" | | 7 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (99 reviews) | Spreadsheet-native FP&A with multi-source actuals sync | "[Effortless & Quick Data Automation](https://www.g2.com/survey_responses/aleph-review-12673821)" | | 8 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (149 reviews) | Multi-source consolidation with unified budgeting and forecasting | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 9 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,131 reviews) | Linked budget-to-report financial close workflows | "[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)" | | 10 | [Martus](https://www.g2.com/products/martus/reviews) | 4.7/5.0 (74 reviews) | Collaborative department budgeting with Sage Intacct integration | "[User-Friendly Budgeting that eliminates the manual worksheet!](https://www.g2.com/survey_responses/martus-review-13059172)" | ## How Many Budgeting and Forecasting Software Products Does G2 Track? **Total Products under this Category:** 232 ### Category Stats (Jul 2026) - **Average Rating**: 4.48/5 The average rating of products in this category, based on all submitted ratings - **Top Trending Product**: UniFi (+1.49%) - Among all products in this category, UniFi recorded the largest rating increase compared to last month *Last updated: July 02, 2026* ## How Does G2 Rank Budgeting and Forecasting Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 13,800+ Authentic Reviews - 232+ 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. ## Which Budgeting and Forecasting Software Is Best for Your Use Case? - **Leader:** [Anaplan](https://www.g2.com/products/anaplan/reviews) - **Highest Performer:** [Parallel](https://www.g2.com/products/parallel-parallel/reviews) - **Easiest to Use:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) --- **Sponsored** ### CCH Tagetik The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=1538&secure%5Bchosen_at%5D=2026-07-04T02%3A27%3A07Z&secure%5Bdisplayable_resource_id%5D=1538&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1538&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=1538&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Fbudgeting-and-forecasting%3Fpage%3D8%26selected_view%3Dgrid&secure%5Btoken%5D=62731f5c7c869fd92646c3d1816c9a7a932c36886d85ff5e007f771a0b334ee7&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3Dbudgeting%2520and%2520forecasting&secure%5Burl_type%5D=custom_url) --- ## What Are the Top-Rated Budgeting and Forecasting Software Products in 2026? ### 1. [Board](https://www.g2.com/products/board/reviews) Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. **Average Rating:** 4.4/5.0 **Total Reviews:** 300 **How Do G2 Users Rate Board?** - **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Board?** - **Seller:** [Board International](https://www.g2.com/sellers/board-international) - **Company Website:** https://www.board.com - **Year Founded:** 1994 - **HQ Location:** Chiasso, Ticino - **Twitter:** @BoardSoftware (27,073 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (932 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Software Engineer, Software Developer - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 57% Mid-Market, 40% Enterprise #### What Are Board's Pros and Cons? **Pros:** - Ease of Use (26 reviews) - Flexibility (21 reviews) - Features (20 reviews) - Efficiency (18 reviews) - Customization (16 reviews) **Cons:** - Slow Performance (9 reviews) - Learning Curve (8 reviews) - Missing Features (8 reviews) - Poor Visualization (8 reviews) - Complexity (7 reviews) ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Board, thanks to its intuitive interface and low-code approach. - Users value the **flexibility** of Board, as it easily adapts to diverse business needs and workflows. - Users value the **centralized access to information** of Board, streamlining collaboration and enhancing decision-making efficiency. - Users value the **efficiency** of Board, significantly reducing time wasted on administrative tasks and improving focus on decisions. - Users appreciate the **customization flexibility** of Board, enabling tailored solutions for diverse business needs and projects. **Cons:** - Users experience **slow performance** with large datasets and complexity in setup, affecting their overall efficiency with Board. - Users find the **learning curve steep** with Board, complicating initial setup and advanced feature utilization. - Users note the **missing features** in Board, such as inadequate layout selections and limited computation options. - Users find the **poor visualization** of Board less effective, especially compared to other tools for dashboard design. - Users find the **complexity of configuration** in Board challenging, especially for newcomers needing training for advanced features. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 2. [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews) HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide. **Average Rating:** 4.5/5.0 **Total Reviews:** 2,479 **How Do G2 Users Rate HiBob HRIS?** - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Adjustments:** 8.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind HiBob HRIS?** - **Seller:** [HiBob](https://www.g2.com/sellers/hibob) - **Company Website:** https://www.hibob.com - **Year Founded:** 2015 - **HQ Location:** New York - **Twitter:** @HiBob_HR (4,192 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/7586104/ (2,088 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** HR Manager, Head of People - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 76% Mid-Market, 16% Small-Business #### What Are HiBob HRIS's Pros and Cons? **Pros:** - Ease of Use (1186 reviews) - User Interface (661 reviews) - Intuitive (646 reviews) - Helpful (548 reviews) - Simple (530 reviews) **Cons:** - Limited Features (379 reviews) - Missing Features (350 reviews) - Limited Customization (332 reviews) - Integration Issues (241 reviews) - Feature Absence (172 reviews) ### What Do G2 Reviewers Say About HiBob HRIS? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **intuitive design** of HiBob HRIS, noting its simplicity in navigating HR processes effectively. - Users value the **intuitive user interface** of HiBob HRIS, making HR management and onboarding seamless and efficient. - Users admire the **intuitive design** of HiBob HRIS, facilitating easy navigation and enhancing overall user experience. - Users appreciate the **helpful support team** and detailed instructions, enhancing the overall HRIS experience. - Users love HiBob HRIS for its **customizability and user-friendly interface** , making HR tasks effortless and efficient. **Cons:** - Users find **limited features** in HiBob HRIS, particularly in custom reporting and module development, affecting usability. - Users find the **missing features** in HiBob HRIS frustrating, as essential automation and functions are unavailable. - Users note the **limited customization** options in HiBob HRIS, impacting usability and flexibility for their needs. - Users face **integration issues** with HiBob HRIS, particularly with 3rd party software and performance review functionalities. - Users find the HiBob HRIS lacks **essential features** , hindering usability and reducing overall flexibility in the system. #### What Are Recent G2 Reviews of HiBob HRIS? **"[Hibob Empowers Employees with Easy Leave, Team Updates, and Smart Integrations](https://www.g2.com/survey_responses/hibob-hris-review-12701093)"** **Rating:** 4.5/5.0 stars *— Noxy P.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-12701093) --- **"[Highly Customizable, Saves Time with Automation](https://www.g2.com/survey_responses/hibob-hris-review-13055546)"** **Rating:** 5.0/5.0 stars *— Ola K.* [Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13055546) --- #### What Are G2 Users Discussing About HiBob HRIS? - [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for) ### 3. [Reach Reporting](https://www.g2.com/products/reach-reporting/reviews) Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks. **Average Rating:** 4.8/5.0 **Total Reviews:** 51 **How Do G2 Users Rate Reach Reporting?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Reach Reporting?** - **Seller:** [Reach Reporting](https://www.g2.com/sellers/reach-reporting) - **Year Founded:** 2015 - **HQ Location:** Springville, US - **Twitter:** @ReachReporting (148 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/reach-reporting (27 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 72% Small-Business, 23% Mid-Market #### What Are Reach Reporting's Pros and Cons? **Pros:** - Ease of Use (7 reviews) - Reporting (6 reviews) - Reporting Efficiency (6 reviews) - Time-saving (6 reviews) - Integrations (5 reviews) **Cons:** - Missing Features (4 reviews) - Complexity (2 reviews) - Connectivity Issues (2 reviews) - Dashboard Limitations (2 reviews) - Implementation Issues (2 reviews) ### What Do G2 Reviewers Say About Reach Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Reach Reporting, enjoying straightforward setup and customizable, clear financial dashboards. - Users value the **transformative reporting** capabilities of Reach Reporting, enhancing decision-making with clear and beautiful visuals. - Users value the **reporting efficiency** of Reach Reporting, praising its automation and clear, customizable dashboards for decision-making. - Users appreciate the **time-saving automation** of Reach Reporting, enabling quick, informed decisions with minimal effort. - Users find that **easy integrations** with QuickBooks enhance efficiency and make reporting seamless in Reach Reporting. **Cons:** - Users feel the **missing features** limit functionality, particularly regarding UI improvements and integration with sales data. - Users find the system **not intuitive** initially, leading to a challenging learning curve despite eventual ease of use. - Users face **connectivity issues** with Reach Reporting, experiencing delays and difficulties syncing with multiple systems simultaneously. - Users note the **dashboard limitations** , wishing for better organization and enhanced forecasting features in Reach Reporting. - Users find the **implementation issues** with Reach Reporting hinder effective data merging and scenario planning. #### What Are Recent G2 Reviews of Reach Reporting? **"[Financial Reporting Simplified](https://www.g2.com/survey_responses/reach-reporting-review-11683520)"** **Rating:** 5.0/5.0 stars *— Jonaline G.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-11683520) --- **"[Flexible, Customizable Reporting That Elevates Client Insights](https://www.g2.com/survey_responses/reach-reporting-review-12949573)"** **Rating:** 5.0/5.0 stars *— Vinoth J.* [Read full review](https://www.g2.com/survey_responses/reach-reporting-review-12949573) --- ### 4. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **How Do G2 Users Rate Causal?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.4/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.8/10 (Category avg: 8.7/10) **Who Is the Company Behind Causal?** - **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag) - **Year Founded:** 1999 - **HQ Location:** Berlin, Germany - **Twitter:** @LucaNet (721 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (902 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CEO, Founder - **Top Industries:** Computer Software, Financial Services - **Company Size:** 66% Small-Business, 30% Mid-Market #### What Are Causal's Pros and Cons? **Pros:** - Automation (1 reviews) - Budgeting (1 reviews) - Collaboration (1 reviews) - Data Analysis (1 reviews) - Ease of Implementation (1 reviews) **Cons:** - Difficult Learning (1 reviews) - Insufficient Training (1 reviews) - Integration Issues (1 reviews) - Learning Curve (1 reviews) - Learning Difficulty (1 reviews) ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **quick implementation and integration** of Causal, enhancing collaboration during budgeting and planning. - Users appreciate the **ease of use and flexibility** of Causal for budgeting and planning, enhancing collaboration. - Users value the **flexible collaboration** features of Causal, enhancing teamwork during budgeting and planning phases. - Users love Causal's **robust data analysis** , seamlessly blending actual and forecasted values with beautiful charts. - Users appreciate the **ease of implementation** of Causal, valuing its quick integration and intuitive interface. **Cons:** - Users find the **difficult learning** curve of Causal challenging, but some seek help from consultants for guidance. - Users find the **insufficient training** of Causal challenging, often requiring external help to overcome the learning curve. - Users feel there are **integration issues** with Causal, suggesting a need for more compatible applications. - Users find the **learning curve challenging** when starting with Causal, often needing additional assistance to navigate it. - Users find **learning difficulty** with Causal, often requiring additional support to get started effectively. #### What Are Recent G2 Reviews of Causal? **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- ### 5. [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. **Average Rating:** 4.3/5.0 **Total Reviews:** 71 **How Do G2 Users Rate CCH Tagetik?** - **Has the product been a good partner in doing business?:** 8.7/10 (Category avg: 9.2/10) - **Adjustments:** 8.2/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.3/10 (Category avg: 8.7/10) **Who Is the Company Behind CCH Tagetik?** - **Seller:** [Wolters Kluwer](https://www.g2.com/sellers/wolters-kluwer-0ec90624-3c0b-49b8-a8df-2bb1756379c1) - **Company Website:** https://www.wolterskluwer.com/en - **Year Founded:** 1987 - **HQ Location:** Alphen aan den Rijn, NL - **Twitter:** @Wolters_Kluwer (17,786 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/wolters-kluwer/ (22,177 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Banking, Insurance - **Company Size:** 56% Enterprise, 28% Mid-Market #### What Are CCH Tagetik's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Efficiency (6 reviews) - Features (6 reviews) - Reporting (5 reviews) - Data Management (4 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (4 reviews) - Complexity (3 reviews) - Complex Usability (3 reviews) - Complex Setup (2 reviews) ### What Do G2 Reviewers Say About CCH Tagetik? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of CCH Tagetik, highlighting its intuitive interface and straightforward functionality. - Users praise the **efficiency** of CCH Tagetik, enhancing productivity in budgeting and financial tasks effortlessly. - Users praise CCH Tagetik for its **robust and user-friendly features** , enhancing efficiency in financial processes and budgeting. - Users value the **powerful reporting features** of CCH Tagetik, enabling efficient and collaborative corporate reporting. - Users appreciate the **robust data management** capabilities of CCH Tagetik, enhancing efficiency and accuracy in financial processes. **Cons:** - Users find the **learning curve steep** due to initial complexity, but training can help in mastering the software. - Users find CCH Tagetik **difficult to navigate initially** , requiring substantial effort and training for effective use. - Users find the **complex setup** of CCH Tagetik challenging, leading to a steep learning curve for effective usage. - Users find the **usability complex** in CCH Tagetik, requiring significant effort and training for effective implementation. - Users find the **setup process complex** , requiring extensive effort and training to effectively implement CCH Tagetik. #### What Are Recent G2 Reviews of CCH Tagetik? **"[Streamlined Financial Planning with Robust Features, Steep Learning Curve](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)"** **Rating:** 4.5/5.0 stars *— Charles M.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652) --- **"[CCH Tagetik – Personal Feedback](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)"** **Rating:** 5.0/5.0 stars *— Dawid N.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012) --- #### What Are G2 Users Discussing About CCH Tagetik? - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) ### 6. [Jirav](https://www.g2.com/products/jirav/reviews) Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. **Average Rating:** 4.7/5.0 **Total Reviews:** 191 **How Do G2 Users Rate Jirav?** - **Has the product been a good partner in doing business?:** 9.7/10 (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:** 9.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Jirav?** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,111 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (48 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO, Controller - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### What Are Jirav's Pros and Cons? **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Jirav, simplifying financial reporting and enhancing client understanding. - Users praise Jirav's **responsive customer support** , making integration and troubleshooting quick and efficient. - Users admire the **robust visual presentation** of Jirav's dashboards, enhancing both understanding and communication of financial data. - Users appreciate the **easy setup** of Jirav, facilitated by exceptional onboarding and responsive customer support. - Users appreciate Jirav’s **robust and flexible financial management** features, which significantly enhance reporting and forecasting capabilities. **Cons:** - Users note a **steep learning curve** , particularly transitioning from traditional spreadsheets, yet find long-term benefits worth the effort. - Users experience a noticeable **learning curve** with Jirav initially, especially transitioning from traditional spreadsheet models. - Users face a significant **learning difficulty** , especially when transitioning from Excel, despite good support and onboarding. - Users experience **limited reporting** capabilities, complicating data uploads and creating challenges in report customization. - Users desire the addition of **missing features** like multiple entities support and flexible reporting capabilities in Jirav. #### What Are Recent G2 Reviews of Jirav? **"[Beyond Spreadsheets: Forecasting That Drives Better Decisions](https://www.g2.com/survey_responses/jirav-review-12945554)"** **Rating:** 5.0/5.0 stars *— Teresa T.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12945554) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment - [What does Jirav do?](https://www.g2.com/discussions/what-does-jirav-do) - 1 comment, 1 upvote ### 7. [Centage](https://www.g2.com/products/centage/reviews) FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities. **Average Rating:** 4.5/5.0 **Total Reviews:** 29 **How Do G2 Users Rate Centage?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 9.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.7/10 (Category avg: 8.7/10) **Who Is the Company Behind Centage?** - **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation) - **Year Founded:** 2001 - **HQ Location:** San Antonio, TX - **Twitter:** @Centage (1,565 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/89440/ (62 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 62% Mid-Market, 21% Small-Business #### What Are Centage's Pros and Cons? **Pros:** - Budgeting Management (1 reviews) - Budget Management (1 reviews) - Customer Experience (1 reviews) - Customer Support (1 reviews) - Customizability (1 reviews) **Cons:** - Difficult Customization (1 reviews) - Excel Compatibility (1 reviews) - Excel Integration Issues (1 reviews) - Improvements Needed (1 reviews) - Limited Customization (1 reviews) ### What Do G2 Reviewers Say About Centage? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **exceptional budgeting management** in Centage, valuing its variety of features and seamless integration. - Users find **budget management** significantly easier with Centage, simplifying their quarterly planning processes effectively. - Users appreciate the **ease of use** and ongoing innovation of Centage, along with its excellent support services. - Users praise the **responsive and helpful Customer Support** of Centage, enhancing their overall experience and satisfaction. - Users value the **customizability** of Centage, enabling tailored calculations and diverse reporting options for effective planning. **Cons:** - Users find the **difficult customization** options in Centage limiting, impacting their efficiency and overall usability. - Users find the **Excel compatibility cumbersome** , requiring time-consuming downloads to access the most current data. - Users face **Excel integration issues** that require lengthy download processes and limit customization options for data views. - Users desire **improvements to functionality** in Centage, specifically wanting it to operate more like Excel. - Users find **limited customization** options frustrating, particularly with default views in the Analytics Maestro screens. #### What Are Recent G2 Reviews of Centage? **"[Centage: Intuitive Worksheets and Responsive Support](https://www.g2.com/survey_responses/centage-review-13036031)"** **Rating:** 5.0/5.0 stars *— Verified User in Government Administration* [Read full review](https://www.g2.com/survey_responses/centage-review-13036031) --- **"[Easy Nonprofit Org Budgeting](https://www.g2.com/survey_responses/centage-review-12519902)"** **Rating:** 4.5/5.0 stars *— Lauren C.* [Read full review](https://www.g2.com/survey_responses/centage-review-12519902) --- ### 8. [Solver](https://www.g2.com/products/solver/reviews) Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. **Average Rating:** 4.5/5.0 **Total Reviews:** 246 **How Do G2 Users Rate Solver?** - **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Solver?** - **Seller:** [Solver](https://www.g2.com/sellers/solver) - **Company Website:** https://www.solverglobal.com/ - **Year Founded:** 1996 - **HQ Location:** Calabasas, CA. - **Twitter:** @SolverGlobal (552 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/38094/ (194 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller, Senior Financial Analyst - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 67% Mid-Market, 18% Small-Business #### What Are Solver's Pros and Cons? **Pros:** - Reporting Efficiency (13 reviews) - Excel Integration (10 reviews) - Reporting Quality (10 reviews) - Efficiency (9 reviews) - Integrations (9 reviews) **Cons:** - Learning Difficulty (7 reviews) - Confusion (5 reviews) - Learning Curve (4 reviews) - Data Management (3 reviews) - Difficult Setup (3 reviews) ### What Do G2 Reviewers Say About Solver? *AI-generated summary from verified user reviews* **Pros:** - Users find the **reporting efficiency** of Solver remarkable, seamlessly generating insightful reports from diverse data sources. - Users value the **Excel integration** in Solver, making report creation intuitive and enhancing overall productivity. - Users appreciate the **high-quality reporting** and ease of use in Solver, enhancing their data-driven decisions. - Users value the **efficiency** of Solver, praising its intuitive interface and seamless integration for streamlined finance operations. - Users appreciate the **seamless integrations** of Solver, enhancing accessibility and customization for effective reporting and budgeting. **Cons:** - Users face a notable **learning difficulty** with Solver, despite helpful resources like videos and articles for assistance. - Users face a significant **confusion factor** due to a steep learning curve and limited publishing features. - Users find the **significant learning curve** with Solver challenging, often requiring external help for effective use. - Users face challenges with **data management** , including frequent saving and issues with system overload during uploads. - Users find the **difficult setup** for Solver challenging, especially when estimating payroll budgets and adding employee data. #### What Are Recent G2 Reviews of Solver? **"[Revolutionized Our Financial Reporting with Ease](https://www.g2.com/survey_responses/solver-review-10010390)"** **Rating:** 5.0/5.0 stars *— Titi S.* [Read full review](https://www.g2.com/survey_responses/solver-review-10010390) --- **"[Effortless Reports with Seamless Integration](https://www.g2.com/survey_responses/solver-review-10975839)"** **Rating:** 5.0/5.0 stars *— tom c.* [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) --- #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### 9. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **How Do G2 Users Rate Runway Financial?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Adjustments:** 9.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.5/10 (Category avg: 8.7/10) **Who Is the Company Behind Runway Financial?** - **Seller:** [Runway Financial](https://www.g2.com/sellers/runway-financial) - **Company Website:** https://runway.com - **Year Founded:** 2020 - **HQ Location:** San Francisco, CA - **Twitter:** @runwayco (8,010 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/runway/ (69 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 53% Small-Business, 47% Mid-Market #### What Are Runway Financial's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Customer Support (10 reviews) - Easy Integrations (10 reviews) - Planning (9 reviews) - Automation (8 reviews) **Cons:** - Difficult Learning (5 reviews) - Learning Curve (5 reviews) - Learning Difficulty (5 reviews) - Complexity (4 reviews) - Steep Learning Curve (4 reviews) ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** of Runway Financial, facilitating seamless integration and simplifying financial planning processes. - Users praise Runway Financial for its **excellent customer support** , highlighting quick responses and proactive problem-solving. - Users appreciate the **seamless integrations** of Runway Financial, enabling real-time data access across multiple systems effortlessly. - Users value Runway Financial's **efficient planning capabilities** , enabling seamless cash flow tracking and insightful scenario modeling. - Users praise the **seamless automation** and integration capabilities of Runway Financial, enhancing efficiency and visibility in finance management. **Cons:** - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. - Users note the **learning difficulty** with Runway Financial, particularly for those unfamiliar with SQL and integration processes. - Users find the **complex onboarding process** of Runway Financial challenging, necessitating ongoing support for ease of use. - Users note a **steep learning curve** with Runway Financial, especially for those unfamiliar with SQL or financial software. #### What Are Recent G2 Reviews of Runway Financial? **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- ### 10. [Pry](https://www.g2.com/products/pry/reviews) Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hiring plan, and model scenarios in a powerful visual environment. Designed with founders, CPAs, finance teams, CFOs, and investors in mind, our user-friendly platform is the best tool for startups to manage their cash runway. **Average Rating:** 4.6/5.0 **Total Reviews:** 28 **How Do G2 Users Rate Pry?** - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Adjustments:** 8.6/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.6/10 (Category avg: 8.7/10) **Who Is the Company Behind Pry?** - **Seller:** [Brex](https://www.g2.com/sellers/brex) - **Year Founded:** 2017 - **HQ Location:** San Francisco, California - **Twitter:** @brexHQ (24,030 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/brexhq/ (1,800 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software - **Company Size:** 79% Small-Business, 10% Mid-Market #### What Are Recent G2 Reviews of Pry? **"[An incredible solution built by some very smart people who offer fantastic support!](https://www.g2.com/survey_responses/pry-review-5355807)"** **Rating:** 5.0/5.0 stars *— Frederic L.* [Read full review](https://www.g2.com/survey_responses/pry-review-5355807) --- **"[Best FP&A Tool. Period.](https://www.g2.com/survey_responses/pry-review-4922659)"** **Rating:** 5.0/5.0 stars *— Walter C.* [Read full review](https://www.g2.com/survey_responses/pry-review-4922659) --- #### What Are G2 Users Discussing About Pry? - [How do you require pry?](https://www.g2.com/discussions/how-do-you-require-pry) - [How do you use pry gems?](https://www.g2.com/discussions/how-do-you-use-pry-gems) - [How do you use pry rails?](https://www.g2.com/discussions/how-do-you-use-pry-rails) - [How does pry work?](https://www.g2.com/discussions/how-does-pry-work) ### 11. [IBM Cloudability](https://www.g2.com/products/ibm-cloudability/reviews) IBM Cloudability is built to support the organizational adoption of FinOps—the cultural practice and operational process of bringing financial accountability to the scalable, variable, and distributed nature of cloud and related costs. Its enterprise-grade FinOps features enable IT, finance, and business teams to optimize cloud, AI and Kubernetes costs and communicate the business value of these investments. Cloudability normalizes and structures billing and usage data from across public cloud ecosystems. Its robust set of capabilities enable teams to: • Fully allocate cloud spend, including containers and AI related costs, and support charges—enabling chargeback across the business and continuous improvements to cloud unit economics • Estimate workload costs, build budgets and create driver-based forecasts that surface variance details while tracking spend to plan • Automatically optimize cloud costs via industry-leading rightsizing and commitment recommendations, allowing you to reduce operating expenses and fund future innovation investments • Make decisions with speed and confidence, powered by team ownership of cloud spend • Allocate shared costs, like specialized technology, labor and vendors, to extend FinOps and accountability to the total cost of running cloud • Support FinOps organizations in Federal agencies via FedRAMP authorized IBM Cloudability for US Federal • Enable Managed Services Providers to ingest, structure, and customize billing data via IBM Cloudability MSP Cloudability enables practitioners with the capabilities they need to drive FinOps forward— with financial accountability, optimized cloud spend and a roadmap for FinOps maturity. With over 10 years of accumulated expertise and innovation, Cloudability is the category pioneer and market leader dedicated to helping you excel at FinOps. **Average Rating:** 4.2/5.0 **Total Reviews:** 202 **How Do G2 Users Rate IBM Cloudability?** - **Has the product been a good partner in doing business?:** 7.8/10 (Category avg: 9.2/10) **Who Is the Company Behind IBM Cloudability?** - **Seller:** [Apptio, an IBM Company](https://www.g2.com/sellers/apptio-an-ibm-company) - **Company Website:** https://www.apptio.com/ - **Year Founded:** 1996 - **HQ Location:** Bellevue, WA - **Twitter:** @Apptio (9,662 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/apptio/ (1,280 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services, Financial Services - **Company Size:** 62% Enterprise, 20% Mid-Market #### What Are IBM Cloudability's Pros and Cons? **Pros:** - Ease of Use (44 reviews) - Cost Management (37 reviews) - Insights (33 reviews) - Reporting (33 reviews) - Cost Tracking (30 reviews) **Cons:** - Missing Features (20 reviews) - Cost Management (15 reviews) - Complexity (14 reviews) - Inadequate Reporting (12 reviews) - Integration Issues (12 reviews) ### What Do G2 Reviewers Say About IBM Cloudability? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of IBM Cloudability, simplifying dashboard creation and improving collaboration in data visualization. - Users appreciate the **cost visibility** IBM Cloudability provides, aiding in effective financial management across multiple clouds. - Users value the **strong chargeback and flexible reporting features** of IBM Cloudability, enhancing accountability and decision-making. - Users appreciate the **reporting feature** of IBM Cloudability for its efficiency in delivering actionable insights and visibility. - Users value **cost visibility** in their multi-cloud environments, enhancing accountability and supporting their FinOps initiatives. **Cons:** - Users report **missing features** in IBM Cloudability, particularly with limited rightsizing recommendations and lack of comprehensive cost analysis. - Users find the **cost management capabilities lacking** due to incomplete data and limited allocation options. - Users find the **complexity of the interface** a challenge, making deeper analysis more difficult than expected. - Users struggle with **inadequate reporting** due to disjointed datasets and performance issues affecting their experience. - Users experience **integration issues** with IBM Cloudability, particularly with AWS focus and Azure compatibility challenges. #### What Are Recent G2 Reviews of IBM Cloudability? **"[Effective for Cloud Cost Optimization, Minor Hurdles](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260)"** **Rating:** 4.0/5.0 stars *— anirban c.* [Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12693260) --- **"[Granular Visibility and Ease of Use, But Setup Can Improve](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524)"** **Rating:** 4.0/5.0 stars *— Raghav M.* [Read full review](https://www.g2.com/survey_responses/ibm-cloudability-review-12656524) --- #### What Are G2 Users Discussing About IBM Cloudability? - [What do you like most about Apptio Cloudability for cloud cost management, and what could be improved?](https://www.g2.com/discussions/what-do-you-like-most-about-apptio-cloudability-for-cloud-cost-management-and-what-could-be-improved) - [What is Apptio Cloudability used for?](https://www.g2.com/discussions/what-is-apptio-cloudability-used-for) ### 12. [Vareto](https://www.g2.com/products/vareto/reviews) Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant. **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **How Do G2 Users Rate Vareto?** - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Adjustments:** 10.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 10.0/10 (Category avg: 8.8/10) - **Variance Analysis:** 10.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Vareto?** - **Seller:** [Vareto](https://www.g2.com/sellers/vareto) - **Year Founded:** 2020 - **HQ Location:** Mountain View, CA - **Twitter:** @VaretoApp (91 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vareto/ (21 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Mid-Market, 7% Small-Business #### What Are Recent G2 Reviews of Vareto? **"[Excellent Low-code Planning Solution](https://www.g2.com/survey_responses/vareto-review-9166320)"** **Rating:** 5.0/5.0 stars *— Kevin K.* [Read full review](https://www.g2.com/survey_responses/vareto-review-9166320) --- **"[Great FP&A tool with transaction level observability](https://www.g2.com/survey_responses/vareto-review-9557173)"** **Rating:** 4.5/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/vareto-review-9557173) --- ### 13. [Limelight](https://www.g2.com/products/limelight-2022-12-19/reviews) Limelight is a modern FP&A platform that automates budgeting, forecasting, and narrative reporting for mid-market finance teams. By centralizing data into a single source of truth, Limelight eliminates spreadsheet manual entry and reduces budget cycle times by over 50%. Modern Budgeting & Dynamic Forecasting - Plan faster and adapt with ease using a flexible FP&A platform designed for real-world finance workflows. - Collaborative Budgeting: Model revenue, expenses, and headcount with department-wide alignment. - Agile Forecasting: Move beyond static annual budgets with driver-based rolling forecasts and instant "what-if" scenario analysis. - Workforce Planning: Seamlessly manage headcount and salary modeling with live updates. Real-Time Integration & Reporting Limelight serves as the "Intelligence Layer" for your ecosystem, featuring real-time integration with major ERPs, including Oracle NetSuite, Sage Intacct, Microsoft Dynamics, QBO, and many more. Interactive Dashboards: Track profitability and drill into variances without waiting on manual exports. Limelight Docs: Our dedicated narrative reporting feature allows you to create Live Management Books. These board-ready reports combine financial tables, charts, media, and commentary that stay in sync —eliminating manual updates forever. AI-Powered Insights & Trend Detection Move beyond standard analysis with built-in AI that explains the "why" behind your performance: Anomaly Detection: Automatically identify trends and detect data outliers in real-time. Narrative AI: Surface the key drivers behind budget vs. actual performance with AI-generated commentary that accelerates stakeholder decision-making. Why Finance Leaders Choose Limelight: Designed for ease of use and quick setup, Limelight allows you to transition from manual spreadsheets to an automated environment faster and with a modern Excel experience. With transparent, value-driven pricing, you can transform your finance team from data consolidators into strategic storytellers. **Average Rating:** 4.7/5.0 **Total Reviews:** 15 **How Do G2 Users Rate Limelight?** - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Adjustments:** 9.7/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.4/10 (Category avg: 8.7/10) **Who Is the Company Behind Limelight?** - **Seller:** [Limelight Software](https://www.g2.com/sellers/limelight-software-7e521017-90bc-43a2-9054-94bd97b641af) - **Year Founded:** 2018 - **HQ Location:** Toronto, Ontario - **Twitter:** @go_limelight (28 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2352318/ (28 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 47% Mid-Market, 40% Enterprise #### What Are Limelight's Pros and Cons? **Pros:** - Customer Support (1 reviews) - Ease of Implementation (1 reviews) - Ease of Learning (1 reviews) - Ease of Understanding (1 reviews) - Ease of Use (1 reviews) **Cons:** - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About Limelight? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **incredible customer support** from Limelight, highlighting personalized service and effective problem resolution. - Users find Limelight's **ease of implementation** exceptional, making it a user-friendly choice for their needs. - Users find Limelight to be **very easy to learn** , enhancing user satisfaction and team collaboration significantly. - Users find Limelight **extremely easy to understand** , simplifying their experience compared to previous software. - Users find Limelight to be **incredibly easy to use** , simplifying their experience and enhancing team collaboration. **Cons:** - Users report **initial slow performance** with Limelight, though support can help improve the experience over time. #### What Are Recent G2 Reviews of Limelight? **"[Great Customer Service](https://www.g2.com/survey_responses/limelight-review-10987509)"** **Rating:** 5.0/5.0 stars *— Verified User in Sports* [Read full review](https://www.g2.com/survey_responses/limelight-review-10987509) --- **"[Great Implementation](https://www.g2.com/survey_responses/limelight-review-5356178)"** **Rating:** 5.0/5.0 stars *— Jason W.* [Read full review](https://www.g2.com/survey_responses/limelight-review-5356178) --- #### What Are G2 Users Discussing About Limelight? - [What is Limelight used for?](https://www.g2.com/discussions/what-is-limelight-used-for) - 1 comment ### 14. [IDU](https://www.g2.com/products/idu-idu/reviews) IDU is the FP&A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment — connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning — every methodology, governed in one model. • Forecasting — driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations — multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning — transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting — board-ready reports and dashboards that drill from group total to GL transaction. • AI — the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries — from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's leading FP&A platform. Built for managers. Trusted by finance. **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **How Do G2 Users Rate IDU?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 8.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind IDU?** - **Seller:** [IDU](https://www.g2.com/sellers/idu) - **Year Founded:** 1997 - **HQ Location:** Cape Town, South Africa - **Twitter:** @iduSoftware (2,739 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/idu-software/ (65 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Financial Manager - **Top Industries:** Financial Services, Higher Education - **Company Size:** 61% Mid-Market, 29% Enterprise #### What Are IDU's Pros and Cons? **Pros:** - Budgeting Management (4 reviews) - Ease of Use (4 reviews) - Budget Management (3 reviews) - Reporting Efficiency (3 reviews) - Customizability (2 reviews) **Cons:** - Learning Difficulty (1 reviews) - Limited Customization (1 reviews) - Not Intuitive (1 reviews) - Refresh Issues (1 reviews) - Slow Performance (1 reviews) ### What Do G2 Reviewers Say About IDU? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly budgeting tool** of IDU, which simplifies financial performance tracking and report preparation. - Users commend the **ease of use** and adaptability of IDU, making budgeting simple and customizable for their needs. - Users appreciate the **user-friendly budgeting tool** of IDU, making financial performance tracking and reporting seamless. - Users value the **reporting efficiency** of IDU, appreciating its seamless integration and time-saving capabilities. - Users love the **customizability** of IDU, allowing tailored reports that fit their business needs perfectly. **Cons:** - Users find the **capturing of salaries tedious** , leading to frustration and decreased efficiency in their workflow. - Users find the **number formatting options limited** , lacking features like brackets for negatives and R000 reporting. - Users find the **user interface non-intuitive** in older versions, leading to a frustrating experience. - Users experience frequent **refresh issues** with limited historical data integration, hindering effective usage of IDU. - Users face **slow performance** in IDU, struggling to keep up with fast-paced business trends. #### What Are Recent G2 Reviews of IDU? **"[Seamless Functionality with Detailed Budgeting](https://www.g2.com/survey_responses/idu-review-11211846)"** **Rating:** 4.0/5.0 stars *— Lerato K.* [Read full review](https://www.g2.com/survey_responses/idu-review-11211846) --- **"[Effortless Consolidation and Reporting with IDU](https://www.g2.com/survey_responses/idu-review-11205209)"** **Rating:** 5.0/5.0 stars *— Verified User in Construction* [Read full review](https://www.g2.com/survey_responses/idu-review-11205209) --- #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### 15. [EngineBI](https://www.g2.com/products/enginebi/reviews) EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **How Do G2 Users Rate EngineBI?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Who Is the Company Behind EngineBI?** - **Seller:** [EngineBI](https://www.g2.com/sellers/enginebi) - **Year Founded:** 2020 - **HQ Location:** Chicago, US - **Twitter:** @RamsayInno (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/enginebisoftware/ (23 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small-Business, 40% Mid-Market #### What Are EngineBI's Pros and Cons? **Pros:** - Data Analysis (1 reviews) - Data Management (1 reviews) - Ease of Use (1 reviews) - Excel Integration (1 reviews) - Features (1 reviews) **Cons:** - Difficult Navigation (1 reviews) - Difficult Setup (1 reviews) - Navigation Issues (1 reviews) - Poor Navigation (1 reviews) ### What Do G2 Reviewers Say About EngineBI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **consolidated P&L insights** from EngineBI, enhancing revenue visibility and reducing reliance on spreadsheets. - Users value the **centralized data management** of EngineBI, eliminating spreadsheet dependency and enhancing revenue visibility. - Users value the **ease of use** of EngineBI, simplifying access to P&L data and enhancing revenue tracking. - Users value the **Excel integration** of EngineBI, centralizing P&L data and simplifying revenue tracking by client. - Users love the **consolidated P&L information** in EngineBI, eliminating spreadsheets while providing a great revenue overview. **Cons:** - Users find **difficult navigation** initially frustrating, requiring time to set up despite the tool's eventual usefulness. - Users find the **difficult setup** of EngineBI challenging initially, though it proves beneficial once configured. - Users experience initial **navigation issues** , requiring time to adapt before benefiting from the tool's integration capabilities. - Users find **poor navigation** initially challenging, requiring time to set up before realizing its usefulness. #### What Are Recent G2 Reviews of EngineBI? **"[Gave me the clarity and control I needed to be consistently profitable](https://www.g2.com/survey_responses/enginebi-review-11386214)"** **Rating:** 5.0/5.0 stars *— Carlos C.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214) --- **"[Invaluable tool to run your firm profitability and effectively](https://www.g2.com/survey_responses/enginebi-review-11457936)"** **Rating:** 5.0/5.0 stars *— Michelle K.* [Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936) --- ### 16. [LivePlan](https://www.g2.com/products/liveplan/reviews) LivePlan is business planning software trusted by 1 million+ entrepreneurs for simple planning and smarter decisions. It helps small businesses and startups create business plans, forecast financials, research their market, and track performance — whether they're starting up or scaling up. Idea Canvas lets entrepreneurs quickly capture and shape a business concept before committing to a full plan. It's the fastest way to pressure-test an idea, align stakeholders, and decide whether to move forward — without the overhead of building a complete business plan from scratch. Market Research gives business owners access to real industry data to size their market opportunity, benchmark against competitors, and build a strategy backed by facts rather than assumptions. Walk into any investor or lender meeting with credible numbers already built into your plan. From there, LivePlan's step-by-step business plan builder and AI writing assistant — trained on thousands of successful plans and 30+ years of planning expertise — helps entrepreneurs create investor-ready plans and SBA-approved documents in hours, not days. Financial Forecasting eliminates complex spreadsheets with automated, formula-driven projections. Sync QuickBooks or Xero to pull real accounting data directly into LivePlan, then track performance on a live Dashboard that automatically generates charts and graphs for easy stakeholder reporting. Plan Review and the AI Monthly Review take performance tracking to the next level. Each month, LivePlan's AI automatically analyzes your financial forecast against your actual results pulled directly from QuickBooks or Xero — identifying where revenue, expenses, or cash flow are diverging from your plan. Instead of manually reconciling spreadsheets, business owners receive a clear, plain-language breakdown of what's on track, what's off, and what needs attention — so they can make faster, more confident decisions and course-correct before small gaps become costly problems. LivePlan works for any business, at any stage — from validating a brand new idea to managing an established company's growth strategy with confidence. **Average Rating:** 4.2/5.0 **Total Reviews:** 37 **How Do G2 Users Rate LivePlan?** - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Adjustments:** 7.0/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.2/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.2/10 (Category avg: 8.7/10) **Who Is the Company Behind LivePlan?** - **Seller:** [Palo Alto Software](https://www.g2.com/sellers/palo-alto-software) - **Year Founded:** 1988 - **HQ Location:** Eugene, OR - **Twitter:** @paloaltosoft (659 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/30087/ (58 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Accounting - **Company Size:** 82% Small-Business, 8% Enterprise #### What Are Recent G2 Reviews of LivePlan? **"[Streamlined Our Business Planning Collaboratively](https://www.g2.com/survey_responses/liveplan-review-13053090)"** **Rating:** 5.0/5.0 stars *— John P.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13053090) --- **"[Streamlined Business Planning, Even Across Industries](https://www.g2.com/survey_responses/liveplan-review-13027082)"** **Rating:** 5.0/5.0 stars *— Devki R.* [Read full review](https://www.g2.com/survey_responses/liveplan-review-13027082) --- #### What Are G2 Users Discussing About LivePlan? - [What is LivePlan used for?](https://www.g2.com/discussions/what-is-liveplan-used-for) ### 17. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **How Do G2 Users Rate Phocas Software?** - **Has the product been a good partner in doing business?:** 9.0/10 (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:** 8.9/10 (Category avg: 8.7/10) **Who Is the Company Behind Phocas Software?** - **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software) - **Company Website:** https://www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/1114241/ (332 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Mid-Market, 23% Small-Business #### What Are Phocas Software's Pros and Cons? **Pros:** - Ease of Use (8 reviews) - Capabilities (5 reviews) - Data Analysis (5 reviews) - Report Creation (5 reviews) - Reporting Efficiency (5 reviews) **Cons:** - Feature Improvements (3 reviews) - Improvements Needed (3 reviews) - Missing Features (3 reviews) - Missing Functionality (3 reviews) - Bugs (2 reviews) ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users love the **ease of use** in Phocas Software, enabling quick insights and seamless data interpretation. - Users value the **intuitive data analysis capabilities** of Phocas Software, enhancing decision-making and trend spotting effortlessly. - Users appreciate the **speed to insight and clarity** provided by Phocas Software, enhancing decision-making and reporting. - Users value the **effortless report creation** in Phocas Software, enabling clear decision-making through accessible data insights. - Users value the **reporting efficiency** of Phocas Software, enhancing decision-making through clear, accessible data insights. **Cons:** - Users find **feature improvements** necessary in Phocas Software for better handling of complex operational needs. - Users note a need for **improved budgeting features** and automated updates in Phocas Software for better efficiency. - Users note the **missing features** in Phocas Software, highlighting issues with data handling and user experience complexity. - Users find **missing functionality** in Phocas Software, particularly regarding real-time data and contract-level insights. - Users experience **date format issues** that complicate database setup and lead to potential data loss in the US. #### What Are Recent G2 Reviews of Phocas Software? **"[Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale](https://www.g2.com/survey_responses/phocas-software-review-12082649)"** **Rating:** 5.0/5.0 stars *— Lyndon R.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649) --- **"[Effortless Data Integration and Visualization with Phocas](https://www.g2.com/survey_responses/phocas-software-review-12057725)"** **Rating:** 5.0/5.0 stars *— Matthew W.* [Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725) --- #### What Are G2 Users Discussing About Phocas Software? - [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment ### 18. [iplicit](https://www.g2.com/products/iplicit/reviews) iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for organisations that are currently using on-premise accounting systems or those that have outgrown basic cloud accounting solutions. With its intelligent design and powerful features, iplicit aims to streamline financial processes and enhance overall efficiency. Targeted at medium to large enterprises, iplicit is ideal for finance teams looking for advanced functionality without sacrificing the ease of use associated with cloud solutions. The software caters to a variety of industries, making it a versatile choice for organisations seeking to improve their financial management. Users can leverage iplicit’s capabilities to gain deeper insights into their financial data, enabling informed decision-making and strategic planning. One of the standout features of iplicit is its flexibility in reporting. Users can benefit from unlimited dimensions in their reporting, allowing for a more nuanced view of financial performance. This capability is particularly useful for organisations that require detailed analysis across multiple departments or projects. Additionally, iplicit supports real-time reporting, ensuring that users have access to the most current financial information at their fingertips, which is crucial for timely decision-making. The software also excels in integration, offering seamless connectivity with other cloud applications. This feature facilitates a smooth migration from existing systems, minimising disruption during the transition. Automated data migration further enhances this process, allowing users to transfer their financial data quickly and efficiently. Furthermore, iplicit includes a public API, which helps break down data silos and fosters better collaboration across different business functions. Overall, iplicit stands out in the cloud accounting software category by combining powerful features with user-friendly design. Its focus on enhancing financial operations, providing real-time insights, and ensuring seamless integration makes it a compelling choice for organisations looking to elevate their accounting practices. By addressing the needs of frustrated users of traditional systems and those seeking more robust solutions, iplicit positions itself as a forward-thinking option in the evolving landscape of financial management software. **Average Rating:** 4.5/5.0 **Total Reviews:** 125 **How Do G2 Users Rate iplicit?** - **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10) - **Adjustments:** 7.7/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 7.5/10 (Category avg: 8.7/10) **Who Is the Company Behind iplicit?** - **Seller:** [iplicit](https://www.g2.com/sellers/iplicit) - **Company Website:** https://www.iplicit.com/ - **Year Founded:** 2013 - **HQ Location:** London, England - **Twitter:** @iplicit (3,197 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/iplicit/ (196 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Finance Manager, Finance Assistant - **Top Industries:** Accounting, Non-Profit Organization Management - **Company Size:** 52% Mid-Market, 42% Small-Business #### What Are iplicit's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Customer Support (33 reviews) - Reporting Features (21 reviews) - Time Saving (20 reviews) - Intuitive (19 reviews) **Cons:** - Missing Features (19 reviews) - Learning Difficulty (12 reviews) - Improvements Needed (8 reviews) - Learning Curve (8 reviews) - Not User-Friendly (8 reviews) ### What Do G2 Reviewers Say About iplicit? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **intuitive interface** of Iplicit, enjoying seamless navigation and easy access to multiple screens. - Users value the **responsive and collaborative customer support** of iplicit, enhancing their overall experience and success. - Users love the **brilliant out-of-the-box reporting features** of iplicit, providing essential insights effortlessly for their roles. - Users appreciate the **time-saving features** of iplicit, streamlining expenditure recording and reducing manual work significantly. - Users find iplicit's **intuitive user interface** simplifies navigation and enhances the overall experience for everyone. **Cons:** - Users find that iplicit lacks **essential features** compared to previous software, impacting usability and efficiency. - Users report a **learning difficulty** with iplicit, especially navigating the mobile app and reconciling transactions effectively. - Users note the need for **improvements in AP automation and email functionalities** to enhance overall experience and efficiency. - Users find the **learning curve** of iPlicit challenging, making the initial setup and customization process difficult. - Users find iplicit **not user-friendly** , struggling with navigation and complex workflows that hinder efficient expense management. #### What Are Recent G2 Reviews of iplicit? **"[Excellent Support, Seamless Migration, and Strong Performance](https://www.g2.com/survey_responses/iplicit-review-13036079)"** **Rating:** 5.0/5.0 stars *— Christina B.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-13036079) --- **"[Flexible, Easy to Use, and Excellent Support](https://www.g2.com/survey_responses/iplicit-review-12845060)"** **Rating:** 5.0/5.0 stars *— Laura O.* [Read full review](https://www.g2.com/survey_responses/iplicit-review-12845060) --- ### 19. [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. **Average Rating:** 4.9/5.0 **Total Reviews:** 17 **How Do G2 Users Rate Vivid Reports CPM?** - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Adjustments:** 8.9/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Vivid Reports CPM?** - **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e) - **HQ Location:** Toronto, CA - **Twitter:** @VividReports (129 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vividreports/ (5 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 59% Mid-Market, 24% Enterprise #### What Are Vivid Reports CPM's Pros and Cons? **Pros:** - Ease of Use (9 reviews) - Ease of Implementation (6 reviews) - Customer Support (5 reviews) - Customizability (5 reviews) - Features (5 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (3 reviews) - Filtering Issues (1 reviews) - Insufficient Training (1 reviews) - Navigation Issues (1 reviews) ### What Do G2 Reviewers Say About Vivid Reports CPM? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Vivid Reports CPM, enjoying quick access and intuitive navigation for their data needs. - Users find the **ease of implementation** of Vivid Reports CPM ensures a smooth transition and quick setup. - Users rave about the **exceptional customer support** from Vivid Reports CPM, with help requests answered in minutes! - Users appreciate the **customizability** of Vivid Reports CPM, tailoring the software to meet specific company needs effortlessly. - Users commend the **flexibility and customization** of Vivid Reports CPM, enhancing data analysis and reporting efficiency. **Cons:** - Users find the **steep learning curve** challenging, requiring extensive training to effectively use Vivid Reports CPM. - Users face a **steep learning difficulty** , requiring extensive training to effectively utilize Vivid Reports CPM. - Users find that **creating filters takes time** , which can delay their report generation process significantly. - Users find that adequate **training is insufficient** , which limits their ability to maximize Vivid Reports CPM's features. - Users express frustration with **navigation issues** , particularly in easily performing multidimensional lookups for account codes. #### What Are Recent G2 Reviews of Vivid Reports CPM? **"[Easy to Use, Does Everything We Need—With Outstanding Support](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)"** **Rating:** 5.0/5.0 stars *— Verified User in Retail* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894) --- **"[Consistent, trustworthy reporting for multiple ERPs](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)"** **Rating:** 5.0/5.0 stars *— Nathan D.* [Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763) --- ### 20. [OnPlan](https://www.g2.com/products/onplan-platform/reviews) OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is fast to deploy with predesign best-practice apps and fast to learn with spreadsheet syntax. It's flexible to handle your core FP&A tasks, like juggling many scenarios, BvAs, and allocations. And it automates away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan. **Average Rating:** 4.6/5.0 **Total Reviews:** 18 **How Do G2 Users Rate OnPlan?** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Adjustments:** 9.4/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.7/10 (Category avg: 8.7/10) **Who Is the Company Behind OnPlan?** - **Seller:** [OnPlan](https://www.g2.com/sellers/onplan) - **Year Founded:** 2017 - **HQ Location:** Aventura, US - **Twitter:** @onplanco (27 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/onplan (16 employees on LinkedIn®) **Who Uses This Product?** - **Company Size:** 78% Small-Business, 17% Mid-Market #### What Are Recent G2 Reviews of OnPlan? **"[Without error variance](https://www.g2.com/survey_responses/onplan-review-7878917)"** **Rating:** 4.0/5.0 stars *— Anwar T.* [Read full review](https://www.g2.com/survey_responses/onplan-review-7878917) --- **"[Empower Your Finance Team with OnPlan;Fast,Flexible and Collaborative Financial Planning & Analysis](https://www.g2.com/survey_responses/onplan-review-7938786)"** **Rating:** 5.0/5.0 stars *— Yash Vardhan S.* [Read full review](https://www.g2.com/survey_responses/onplan-review-7938786) --- ### 21. [G-Accon](https://www.g2.com/products/g-accon/reviews) 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:** 199 **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](https://www.g2.com/sellers/g-accon) - **Company Website:** https://g-accon.com/ - **Year Founded:** 2017 - **HQ Location:** Novi, MI - **Twitter:** @G_AcconServices (1,409 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/g-accon (12 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Owner, CFO - **Top Industries:** Accounting, Financial Services - **Company Size:** 65% Small-Business, 33% Mid-Market #### What Are G-Accon's Pros and Cons? **Pros:** - Ease of Use (50 reviews) - Automation (29 reviews) - Time-Saving (28 reviews) - Integrations (25 reviews) - Time-saving (24 reviews) **Cons:** - Reporting Issues (13 reviews) - Inefficient Reporting (10 reviews) - Poor Navigation (8 reviews) - UX Improvement (8 reviews) - Learning Curve (7 reviews) ### What Do G2 Reviewers Say About G-Accon? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of G-Accon, enabling quick data fetching and report generation in minutes. - Users love the **automation capabilities** of G-Accon, which significantly save time and streamline reporting tasks. - Users value the **time-saving automation** of G-Accon, transforming days of reporting into mere minutes. - Users value the **seamless integration** of G-Accon with Xero, enhancing data management and report customization in Google Sheets. - Users value the **time-saving automation** of G-Accon, significantly reducing hours spent on financial reporting tasks. **Cons:** - Users find the **custom reports feature challenging** , wishing for improved ease in connection and functionality. - Users find the **reporting efficiency lacking** in G-Accon, particularly with custom and currency consolidation issues. - Users find **navigation confusing** due to a complicated interface and terminology, impacting their overall experience with G-Accon. - Users feel the **interface is a bit outdated** and hope for modernization to enhance usability and aesthetics. - Users find G-Accon's **steep learning curve** overwhelming, especially for those unfamiliar with QuickBooks and custom queries. #### What Are Recent G2 Reviews of G-Accon? **"[User-Friendly Way to Make the Xero API Accessible](https://www.g2.com/survey_responses/g-accon-review-12922876)"** **Rating:** 5.0/5.0 stars *— Clarize P.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12922876) --- **"[Love G-Accon. Low maintenance and high reliability!](https://www.g2.com/survey_responses/g-accon-review-12296509)"** **Rating:** 5.0/5.0 stars *— Tracy C.* [Read full review](https://www.g2.com/survey_responses/g-accon-review-12296509) --- #### What Are G2 Users Discussing About G-Accon? - [How has G-Accon integrated with your Google Sheets workflows, and what features do you find most beneficial?](https://www.g2.com/discussions/how-has-g-accon-integrated-with-your-google-sheets-workflows-and-what-features-do-you-find-most-beneficial) - [What is G-Accon for XERO for G Suite used for?](https://www.g2.com/discussions/what-is-g-accon-for-xero-for-g-suite-used-for) - 1 comment ### 22. [Accounting Seed](https://www.g2.com/products/accounting-seed/reviews) Accounting Seed is a cloud-based accounting software built 100% natively on the Salesforce platform that helps businesses manage financial operations without the integration challenges of standalone systems. Operating entirely within Salesforce's force.com environment, Accounting Seed connects the entire lead-to-ledger process—from initial opportunity and quote management through invoicing, payment collection, project accounting, and financial statement generation—all within a single platform that eliminates the need for third-party connectors or overnight data syncs. Accounting Seed serves small to mid-sized and growing companies on the Salesforce platform across industries including IT services, financial services, manufacturing, retail, and nonprofit organizations. The solution is designed for businesses outgrowing entry-level accounting systems like QuickBooks or replacing disconnected legacy systems. Organizations gain unified visibility across sales, operations, and finance without switching between applications or reconciling data across multiple systems. Core capabilities include general ledger management, accounts payable and receivable with automation workflows, cash management, bank reconciliation, project accounting with cost tracking, multi-entity consolidation, and customizable financial reporting. The platform supports multi-currency transactions, revenue recognition compliance, audit trails, and configurable approval workflows. Users can create custom financial statements, interactive dashboards, and reports that combine CRM data with accounting metrics, enabling profitability analysis by customer, product line, or project. Accounting Seed's native Salesforce architecture provides operational advantages for growing businesses. Finance teams work within the same platform as sales and operations, eliminating data entry duplication between systems. The solution inherits Salesforce's security model and infrastructure scalability. With over 60,000 active users globally and a 4.7 out of 5 star rating based on 386 reviews on the Salesforce AppExchange, Accounting Seed has been recognized as an Inc. 5000 fastest-growing company for six consecutive years (2020-2025). Accounting Seed also has embedded AI productivity that’s included in our Salesforce accounting package—no costly integrations or complex data matching required. Our built-in agents enable seamless data flows from opportunity to billing to cash, making all your data AI-ready today. **Average Rating:** 4.2/5.0 **Total Reviews:** 152 **How Do G2 Users Rate Accounting Seed?** - **Has the product been a good partner in doing business?:** 8.4/10 (Category avg: 9.2/10) - **Adjustments:** 8.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 7.9/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.2/10 (Category avg: 8.7/10) **Who Is the Company Behind Accounting Seed?** - **Seller:** [Accounting Seed](https://www.g2.com/sellers/accounting-seed) - **Company Website:** https://www.accountingseed.com - **Year Founded:** 2008 - **HQ Location:** Columbia, MD - **Twitter:** @AccountingSeed (3,114 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/accounting-seed (119 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** CFO - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 57% Small-Business, 44% Mid-Market #### What Are Accounting Seed's Pros and Cons? **Pros:** - Integrations (12 reviews) - Features (11 reviews) - Seamless Integration (10 reviews) - Automation (9 reviews) - Ease of Use (9 reviews) **Cons:** - Learning Curve (5 reviews) - Complicated Reporting (4 reviews) - Learning Difficulty (4 reviews) - Accounting Limitations (3 reviews) - Limited Customization (3 reviews) ### What Do G2 Reviewers Say About Accounting Seed? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **seamless integrations** of Accounting Seed with Salesforce, enhancing efficiency in financial operations. - Users appreciate the **intuitive and customizable dashboard** , enhancing financial analytics and streamlining reporting for productivity. - Users value the **seamless integration** of Accounting Seed with Salesforce, enhancing ease of use and operational efficiency. - Users value the **automation** features of Accounting Seed, significantly reducing manual tasks and streamlining financial operations. - Users find Accounting Seed to be **simple and easy to use** , enhancing their financial management experience effortlessly. **Cons:** - Users find the **learning curve complex** , requiring significant time and effort to fully master Accounting Seed's functionality. - Users face **complicated reporting** issues with Accounting Seed, requiring extra time and technical expertise for effective use. - Users find the **learning difficulty** of Accounting Seed can slow down initial setup and mastering of its features. - Users find the **accounting limitations** in Accounting Seed challenging, requiring custom solutions and manual tasks for better functionality. - Users find **limited customization** options in Accounting Seed, often needing custom coding for specific billing and reporting needs. #### What Are Recent G2 Reviews of Accounting Seed? **"[Seamless Integration with Salesforce, But Setup Needs Patience](https://www.g2.com/survey_responses/accounting-seed-review-12667769)"** **Rating:** 4.5/5.0 stars *— Lalit K.* [Read full review](https://www.g2.com/survey_responses/accounting-seed-review-12667769) --- **"[Powerful Customizations with Some Initial Setup Hurdles](https://www.g2.com/survey_responses/accounting-seed-review-12892983)"** **Rating:** 4.5/5.0 stars *— Julian R.* [Read full review](https://www.g2.com/survey_responses/accounting-seed-review-12892983) --- #### What Are G2 Users Discussing About Accounting Seed? - [What is Accounting Seed used for?](https://www.g2.com/discussions/what-is-accounting-seed-used-for) - [What does Accounting Seed do?](https://www.g2.com/discussions/what-does-accounting-seed-do) - [Does salesforce do accounting?](https://www.g2.com/discussions/does-salesforce-do-accounting) - [What is accounting management software?](https://www.g2.com/discussions/what-is-accounting-management-software) - [What are the features of accounting software?](https://www.g2.com/discussions/accounting-seed-what-are-the-features-of-accounting-software) ### 23. [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **How Do G2 Users Rate Jedox?** - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Adjustments:** 8.3/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.6/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.1/10 (Category avg: 8.7/10) **Who Is the Company Behind Jedox?** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** https://www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox (1,673 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/231653/ (385 employees on LinkedIn®) **Who Uses This Product?** - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Mid-Market, 28% Small-Business #### What Are Jedox's Pros and Cons? **Pros:** - Ease of Use (11 reviews) - Reporting (9 reviews) - Budgeting Management (8 reviews) - Flexibility (8 reviews) - Integrations (8 reviews) **Cons:** - Learning Curve (7 reviews) - Learning Difficulty (6 reviews) - Complex Modeling (5 reviews) - Setup Difficulty (5 reviews) - Complexity (4 reviews) ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Jedox, appreciating its intuitive setup and smooth integration with other tools. - Users value the **integrated reporting and budgeting** capabilities of Jedox, simplifying data management and forecasting. - Users value the **seamless integration and error reduction** of Jedox, making budgeting more accurate and reliable. - Users love the **flexibility** of Jedox, enabling tailored forecasting and seamless integration across multiple systems. - Users highlight the **seamless data integration** of Jedox, streamlining financial planning and enhancing overall efficiency. **Cons:** - Users find the **steep learning curve** with Jedox challenging, complicating setup and report customization processes. - Users find the **learning difficulty** with Jedox significant, needing extensive training for complex models and custom reports. - Users find that **complex modeling** in Jedox can lead to slow performance and overwhelm with large datasets. - Users find the **setup process challenging** , requiring extensive training and adaptation to a new system. - Users find that **complexity in modeling and setup** makes Jedox challenging to use effectively without prior experience. #### What Are Recent G2 Reviews of Jedox? **"[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)"** **Rating:** 4.0/5.0 stars *— Dmytro K.* [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) --- **"[Powerful Data Relationships and Budgeting Flexibility](https://www.g2.com/survey_responses/jedox-review-12107792)"** **Rating:** 4.0/5.0 stars *— Pille P.* [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) --- #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### 24. [Oracle Planning Cloud](https://www.g2.com/products/oracle-planning-cloud/reviews) Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources. **Average Rating:** 4.2/5.0 **Total Reviews:** 59 **How Do G2 Users Rate Oracle Planning Cloud?** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Adjustments:** 8.8/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 9.3/10 (Category avg: 8.8/10) - **Variance Analysis:** 8.0/10 (Category avg: 8.7/10) **Who Is the Company Behind Oracle Planning Cloud?** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,997 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (208,078 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Who Uses This Product?** - **Company Size:** 69% Enterprise, 33% Mid-Market #### What Are Oracle Planning Cloud's Pros and Cons? **Pros:** - Features (1 reviews) - Integrations (1 reviews) **Cons:** - Limited Features (1 reviews) - Poor Interface Design (1 reviews) ### What Do G2 Reviewers Say About Oracle Planning Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **integration capabilities** of Oracle Planning Cloud, along with its powerful calculations and customizable models. - Users value the **seamless integrations** with other Oracle products, enhancing their planning capabilities and flexibility. **Cons:** - Users note **limited features** of Oracle Planning Cloud, particularly wishing for broader Smartview accessibility beyond Excel. - Users highlight the need for improved **UI and UX** in Oracle Planning Cloud for better overall usability. #### What Are Recent G2 Reviews of Oracle Planning Cloud? **"[EMP review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568)"** **Rating:** 4.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568) --- **"[Overall it's a very good experience on EPM product.](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743)"** **Rating:** 4.0/5.0 stars *— Pavan K.* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743) --- #### What Are G2 Users Discussing About Oracle Planning Cloud? - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for) ### 25. [JustPerform](https://www.g2.com/products/insightsoftware-justperform/reviews) JustPerform is a new-age, cloud-native platform that empowers organisations to enhance their budgeting, forecasting, consolidation, and reporting processes. Its user-centric interface, process-oriented approach, and robust governance features facilitate seamless collaboration, fostering business agility. With a high overall rating of 4.7 out of 5 on Gartner Peer Insights, JustPerform offers: -User empowerment through self-service workflows for business users -Streamlined data management via automation for collection, collation, and transformation -Effective governance control with role-based access and granular authorisations -Real-time reports, simulations and dashboards for informed decision-making -Assured data security with SOC2 Type II & ISO 27001 compliance JustPerform has a 100% customer recommendation rating and was rated outstanding in ease of use and scalability across budgeting and consolidation in the 2023 BPM Pulse Research Study. The unified platform has also been termed as a 'Game Changer' for its new virtual model capabilities by Craig Schiff, a business performance management veteran and CEO of BPM Partners. **Average Rating:** 4.6/5.0 **Total Reviews:** 17 **How Do G2 Users Rate JustPerform?** - **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10) - **Adjustments:** 9.1/10 (Category avg: 8.8/10) - **Budget Hierarchies:** 8.8/10 (Category avg: 8.8/10) - **Variance Analysis:** 9.0/10 (Category avg: 8.7/10) **Who Is the Company Behind JustPerform?** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (801 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,266 employees on LinkedIn®) **Who Uses This Product?** - **Top Industries:** Information Technology and Services - **Company Size:** 47% Enterprise, 47% Mid-Market #### What Are Recent G2 Reviews of JustPerform? **"[JustPerform is a smart & modern solution for financial consolidation](https://www.g2.com/survey_responses/justperform-review-9715407)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/justperform-review-9715407) --- **"[Good Cloud-native Financial Consolidation Platform with lots of flexibility](https://www.g2.com/survey_responses/justperform-review-9718670)"** **Rating:** 4.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/justperform-review-9718670) --- ## What Is Budgeting and Forecasting Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to Budgeting and Forecasting Software? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) - [Cash Flow Management Software](https://www.g2.com/categories/cash-flow-management) --- ## How Do You Choose the Right Budgeting and Forecasting Software? ### What You Should Know About Budgeting and Forecasting Software ### **Budgeting and Forecasting Software Buying Insights at a Glance** [Budgeting and forecasting software](https://www.g2.com/categories/budgeting-and-forecasting) consolidates financial data from multiple sources, automates planning workflows, and enables real-time scenario modeling for strategic decision-making. Instead of treating budgeting as an annual exercise locked in spreadsheets, these platforms allow finance teams to continuously forecast, model what-if scenarios, and maintain dynamic visibility into financial performance. The result is a planning process that feels more like a strategic partnership and less like data compilation. As economic uncertainty intensifies and business cycles accelerate, budgeting and forecasting tools have become central to modern finance operations. CFOs and FP&A teams rely on these solutions to consolidate multi-entity financials, automate variance analysis, run driver-based models, and collaborate across departments on planning cycles. In practice, the best budgeting and forecasting software acts as the connective layer between operational data, strategic planning, and financial reporting workflows. Based on G2 review data that I analyzed, users rate budgeting and forecasting software strongly overall. Software products in this category hold an average star rating of 4.58/5 and an average likelihood to recommend of 9.17/10. Ease-of-use metrics trend high across the category, with 6.15/7 for Ease of Use and 6.38/7 for Quality of Support. These scores suggest that most finance teams are able to adopt budgeting and planning software relatively quickly once financial workflows are configured. The biggest buying pattern that appears across reviews is that teams evaluating budgeting and forecasting solutions are trying to balance two priorities at once: maintaining financial accuracy and keeping planning cycles efficient. Strong platforms typically succeed by combining automation, financial data visibility, and finance-friendly workflows that reduce manual consolidation. Common use cases include annual budgeting cycles with departmental approval workflows and version control, rolling forecasts that maintain continuous 12-18 month projections updated monthly or quarterly, and driver-based planning that links operational metrics like headcount, units, and pipeline directly to financial outputs.  Finance teams also rely on these platforms for scenario modeling to run multiple what-if analyses for strategic planning and board presentations, multi-entity consolidation to aggregate financials across subsidiaries and cost centers, and variance analysis that tracks actuals versus budget or forecast with automated reporting workflows. Pricing for budgeting and forecasting solutions usually scales with company size, number of users, data complexity, and automation capabilities. Entry-level plans typically start with basic consolidation and reporting features, while enterprise budgeting and forecasting tools offer more advanced driver-based modeling, workflow automation, and multi-entity consolidation. Implementation costs often range from 50% to 150% of first-year license fees, depending on data migration complexity and custom workflow requirements. **Top 5 FAQs from budgeting and forecasting software buyers** - How do budgeting and forecasting systems improve financial planning accuracy? - What features should teams evaluate when choosing the best budgeting and forecasting software? - How well do budgeting and forecasting tools integrate with [ERP](https://www.g2.com/categories/erp-systems) and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do budgeting and planning software solutions offer for reporting? - How scalable is budgeting and forecasting software for multi-entity organizations? G2's top-rated budgeting and forecasting software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews), [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews), [Planful](https://www.g2.com/products/planful/reviews), [Vena](https://www.g2.com/products/vena/reviews), and [Workiva](https://www.g2.com/products/workiva-workiva/reviews). ### What are the top-reviewed budgeting and forecasting software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 283 - Satisfaction Score: 98 - Market Presence Score: 85 - G2 Score: 92 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 85 - Satisfaction Score: 69 - Market Presence Score: 99 - G2 Score: 84 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 297 - Satisfaction Score: 87 - Market Presence Score: 70 - G2 Score: 78 [Planful](https://www.g2.com/products/planful/reviews) - Number of Reviews: 292 - Satisfaction Score: 84 - Market Presence Score: 68 - G2 Score: 76 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 120 - Satisfaction Score: 82 - Market Presence Score: 66 - G2 Score: 74 Satisfaction reflects how users rate their experience with the product based on review signals such as usability, support, and likelihood to recommend. ([Source 2](https://www.g2.com/reports)) Market Presence represents a product's market footprint based on company size, user adoption, and product growth indicators. ([Source 2](https://www.g2.com/reports)) G2 Score combines Satisfaction and Market Presence to create a category-level ranking that enables direct product comparison. ([Source 2](https://www.g2.com/reports)) Learn more about how G2 calculates these scores. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies)) ### What I Often See in Budgeting and Forecasting Software #### Pros: What I See Users Consistently Appreciating - **Excel-native architecture preserving familiar workflows while adding automation layers** _“The biggest strength of Datarails is its flexibility. Once you understand how the product works, it becomes incredibly powerful. It has enabled us to build a genuine single source of truth across CRM, finance, and HR systems. The Excel foundation has been a major advantage for us. Rather than forcing significant change management, we enhanced an environment the business already understands, adding automation, control, and governance._ _From an efficiency perspective alone, we’ve saved at least multiple days of rework per month; realistically, close to one FTE’s worth of effort in a business of our size. But the bigger impact isn’t just time saved, it’s accuracy and insight. Having centralized structured data has enabled us to generate insights we couldn’t before.”_ - [Urvesh P.](https://www.g2.com/products/datarails/reviews/datarails-review-12422500), Datarails Review - **Real-time financial data consolidation, eliminating manual aggregation across systems** _“I've solved many problems, but the most common are - easily consolidating data from many source systems, connecting multiple departments that don't usually "pass" data over the cloud, building near "real-time" P&Ls and other financial statements based on decentralized operational inputs. The benefits that I've realized have been reduction in hours used for "number crunching" and data consolidation and creating time for powerful analysis and decision making.”_ - [Verified User in Management Consulting](https://www.g2.com/products/anaplan/reviews/anaplan-review-4538424), Anaplan Review - **Customizable reporting frameworks adapting to company-specific KPIs and structures** _“Planful has significantly improved both our annual budgeting process and our monthly reporting cycle. Previously, we relied heavily on Excel, manually consolidating multiple tabs from various departments, a process that was time-consuming and prone to errors. With Planful, everything is centralized and streamlined. _ _One of the biggest benefits is the ability to easily pull prior year (PY) actuals and forecasts directly within the platform. Since our actuals are already integrated into the reporting side, we no longer have to dig through spreadsheets or worry about version control. This makes variance analysis, trend tracking, and forecasting much more efficient and accurate.”_ - [Veronica Y.](https://www.g2.com/products/planful/reviews/planful-review-11222466), Planful Review #### Cons: Where I See Many Platforms Falling Short - **Steep learning curve requiring weeks of training for advanced modeling features** _“There is definitely a learning curve and the documentation does not provide enough insight into the less intuitive items such as user roles and permissions; these should not be complex and yet they are difficult to understand and implement, resulting in you often assigning the same individual to the same audit multiple times to ensure they receive the appropriate permissions. The text boxes in Workiva are frustrating to work in; pasting from Word will cause issues with the format of the text box content and the toolbar literally blocks part of the text you are editing.”_ - [Anurag C.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12423866), Workiva Review - **Performance degradation when processing large multi-year datasets or complex formulas** _“The initial implementation can be time-consuming and requires a steep learning curve for complex custom mappings. Some users may find the interface slightly laggy when dealing with very large datasets.”_ - [Ross I.](https://www.g2.com/products/datarails/reviews/datarails-review-12387609), Datarails Review - **Reporting interface complexity demanding extensive configuration for custom dashboard builds** _“I, as a business user, find it hard to build customized dashboards. There are very few self-service capabilities. Some views of reports can be simplified to remove unnecessary details for leadership. The initial implementation can be hard, especially for business users. Without an AI builder, it gets complicated.”_ - [Navneet K.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12427069), IBM Planning Analytics Review ### My expert takeaway on budgeting and forecasting software in 2026 Review data suggests that budgeting and forecasting software performs particularly well in areas that tend to drive long-term product adoption. The category averages 4.58 out of 5 stars, paired with a 9.17 out of 10 likelihood-to-recommend score, which indicates that most finance teams see meaningful value from these platforms once they become part of the planning workflow. Where I see the biggest difference between average and high-performing finance teams is how they use these tools beyond basic budget templates. The most successful teams treat budgeting and planning software as continuous financial operating systems, not just as annual budget builders. They actively maintain rolling forecasts, run scenario models tied to operational drivers, and track variance signals in real time. That approach helps maintain stronger financial visibility and reduces planning cycle time when business conditions shift. I also notice stronger adoption patterns in industries with particularly intense financial complexity, such as SaaS, professional services, healthcare, and multi-entity organizations. In those environments, finance teams often need to consolidate across subsidiaries, manage department-level planning, and model growth scenarios that standard spreadsheets can't handle efficiently. Budgeting and forecasting systems make it easier to maintain accuracy without losing visibility into underlying assumptions. Another clear trend in the data is that usability and support strongly influence adoption. Products with the highest recommendation scores tend to combine automation capabilities with intuitive workflows that finance teams can adopt quickly. Metrics like Ease of Use (6.15/7) and Quality of Support (6.38/7) reinforce the idea that most teams can implement these platforms without significant operational friction. If I were advising a team evaluating the best budgeting and forecasting software, I would focus on three things early in the buying process: how easily finance teams can consolidate data from existing systems, how effectively the platform supports continuous forecasting workflows, and how well it integrates with the broader financial technology stack. The tools that perform best in those areas usually become foundational infrastructure for modern FP&A operations. ### Budgeting and Forecasting Software FAQs #### **What is the best budgeting and forecasting software for enterprises?** Enterprise teams need platforms that support large user bases, complex organizational structures, and advanced modeling capabilities. [Top enterprise budgeting and forecasting software options](https://www.g2.com/categories/budgeting-and-forecasting/enterprise) on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Widely used by large organizations for multi-dimensional planning and enterprise-scale modeling. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Designed for unified corporate performance management across enterprise financial processes. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated planning and analytics for enterprise financial operations. - [Planful](https://www.g2.com/products/planful/reviews) **:** Built for enterprise FP&A with sophisticated workflow automation and collaboration features. - [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **:** Built for enterprise-scale financial reporting, planning, and compliance workflows. #### **Which budgeting software integrates with ERP systems?** ERP integration is critical for automating data flows and maintaining financial accuracy. Common choices for G2 users include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Known for strong ERP connectivity and automated data synchronization. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides native connectors and API integration with major ERP platforms. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Integrates directly with ERPs like [Acumatica](https://www.g2.com/products/acumatica/reviews) and [SAP Business One](https://www.g2.com/products/sap-business-one/reviews). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Offers real-time ERP integration for budget-to-actuals reporting. #### **Which budgeting platform provides real-time variance reporting?** Real-time variance analysis helps finance teams track budget vs. actuals continuously. Top tools on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built specifically for real-time financial reporting and variance tracking. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables live variance reporting with automated actuals updates. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Provides real-time budget variance dashboards connected to ERP systems. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Offers dynamic variance reporting with real-time data integration. #### **What are the top budgeting and forecasting tools for creating rolling financial forecasts?** Rolling forecasts require continuous updates and dynamic modeling capabilities. Best budgeting tools on G2 for creating rolling forecasts include: - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Supports rolling forecast workflows with automated actuals integration. - [Vena](https://www.g2.com/products/vena/reviews) **:** Enables rolling forecasts through Excel-based modeling. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Provides driver-based rolling forecast capabilities. - [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **:** Designed for continuous planning and rolling forecast scenarios. #### **What are the top-rated budgeting and forecasting tools for scenario planning and analysis?** Scenario modeling helps finance teams evaluate multiple strategic options. Top tools for such use cases on G2 include: - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Industry-leading scenario planning with what-if modeling capabilities. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers advanced scenario modeling for strategic planning. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Provides sophisticated what-if analysis and scenario comparison. - [Datarails](https://www.g2.com/products/datarails/reviews) **:** Enables scenario planning through flexible Excel-based models. #### **What is the best budgeting and forecasting software for small businesses?** Small businesses typically need affordable, easy-to-implement solutions with minimal setup complexity and strong Excel integration. [Top budgeting and forecasting software for small businesses](https://www.g2.com/categories/budgeting-and-forecasting/small-business) on G2 include: - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Built for small teams needing real-time financial reporting with Google Sheets integration. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Designed for small business budgeting with intuitive workflows and quick setup. - [Parallel](https://www.g2.com/products/parallel-parallel/reviews) **:** Offers streamlined financial planning and forecasting for growing businesses. ### Most Popular FAQs #### What is budgeting and forecasting software? Budgeting and forecasting software helps businesses plan future revenues and expenses, consolidate departmental budgets, and update financial projections as business conditions change. It replaces manual spreadsheet processes with structured workflows, scenario modeling, and reporting that connect directly to accounting and ERP systems. Most platforms serve finance teams ranging from small businesses managing a single entity to enterprises running multi-department, multi-currency planning cycles. #### Which budgeting and forecasting software has the best reviews? The highest-reviewed budgeting and forecasting platforms on G2 span Excel-connected planning tools, cloud FP&A platforms, and enterprise performance management suites.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform in the category, favored by finance teams that want structured planning and automation without leaving Excel. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Among the highest-rated platforms with 50 or more reviews, used by mid-market and enterprise teams for connected planning across departments. - [Planful](https://www.g2.com/products/planful/reviews) **:** The fourth most reviewed platform with the strongest enterprise representation, covering budgeting, close management, and consolidation in one product. - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** One of the highest-rated platforms in the category, with SMB reviewers citing its real-time Google Sheets and Excel integration as a low-friction entry point. #### What is the difference between budgeting and forecasting? Budgeting is the process of setting a fixed financial plan for a defined period, typically a fiscal year, against which actual performance is measured. Forecasting is an ongoing process of updating financial projections based on real business data as conditions change. In practice, most finance teams use both together — the budget sets the target, the forecast tracks whether you will hit it. #### Which budgeting platform provides real-time variance reporting? Real-time variance reporting, the ability to compare actuals against budget as data flows in rather than at month-end, is one of the most cited capability gaps teams are trying to solve when switching platforms on G2. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Reviewed by multi-entity small businesses for consolidated variance reporting across entities, with reviewers noting the speed at which actuals populate after period close. - [Vena](https://www.g2.com/products/vena/reviews) **:** An Excel-native planning platform reviewed by finance teams for real-time budget vs. actuals tracking that syncs directly from source accounting systems without manual data entry. - [Budgyt](https://www.g2.com/products/budgyt/reviews) **:** A highly rated SMB-focused budgeting platform cited by small finance teams for its intuitive variance dashboards that surface budget deviations as soon as actuals are posted. #### Which budgeting software integrates with ERP systems? ERP integration is the most cited technical requirement in G2 reviews for this category, with finance teams specifically evaluating how cleanly a planning tool connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews): Built specifically for ERP-connected budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for selecting it over standalone planning tools. - [IDU-Concept](https://www.g2.com/products/idu-concept/reviews): A well-rated budgeting platform reviewed by mid-market finance teams for its structured ERP data integration and departmental budget consolidation capabilities. - [Workiva](https://www.g2.com/products/workiva/reviews): Reviewed by enterprise finance teams for reliable data connections to ERP and GL systems, with audit trail integrity across integrated workflows cited as a key differentiator. ### Small Business FAQs #### What is the most affordable budgeting and forecasting software for small businesses? Small business buyers on G2 prioritize platforms that connect to existing accounting tools and require minimal setup. See the full set of [budgeting and forecasting software for SMBs](https://www.g2.com/categories/budgeting-and-forecasting/small-business). - [LiveFlow](https://www.g2.com/products/liveflow/reviews) **:** Among the highest-rated SMB platforms in the category, keeping costs accessible with a Google Sheets and Excel-native approach. - [Drivetrain](https://www.g2.com/products/drivetrain/reviews) **:** Rated above the category average with a strong SMB reviewer base, cited for straightforward pricing and fast time to first report. - [iplicit](https://www.g2.com/products/iplicit/reviews) **:** Reviewed positively by small finance teams for delivering budgeting and reporting without enterprise-level complexity or cost. #### What is the best budgeting and forecasting software for startups? Startups on G2 prioritize tools that connect to their accounting stack, require minimal setup, and don't demand a dedicated FP&A hire.  - [Datarails](https://www.g2.com/products/datarails/reviews) **:** The most reviewed platform among SMB buyers, with 50 SMB reviews, praised for moving teams from ad hoc spreadsheets to structured planning with minimal disruption. - [Fathom](https://www.g2.com/products/fathom/reviews) **:** Highly rated by small business and accountant reviewers for clean reporting and fast connection to Xero and QuickBooks. - [Aleph](https://www.g2.com/products/aleph/reviews) **:** Cited by startup finance teams for its spreadsheet-friendly interface and fast onboarding without a lengthy implementation process. #### Which budgeting and forecasting tool is the most user-friendly for small teams? Ease-of-use and ease-of-setup scores from G2 reviewers at smaller companies point to a clear group of platforms that finance generalists can operate without specialist training. - [Parallel](https://www.g2.com/products/parallel/reviews) **:** The highest-rated platform in the category among tools with 20 or more reviews, with top ease-of-use scores from SMB and mid-market finance teams. - [Joiin](https://www.g2.com/products/joiin/reviews) **:** Among the highest ease-of-use scores in the category, praised by multi-entity small businesses for fast consolidation and reporting without technical setup. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** The second most reviewed platform in the category, reviewed positively for keeping the Excel experience familiar while adding structured budgeting and ERP-connected reporting. #### What is the best budgeting software for non-profits and mission-driven organizations? Non-profit organization management is one of the top five industries in G2 reviews for this category, with buyers prioritizing fund-based budgeting, grant tracking, and board-level reporting. - [Martus](https://www.g2.com/products/martus/reviews) **:** Specifically reviewed by non-profit finance teams on G2, cited for collaborative budgeting workflows and reporting suited to board and stakeholder audiences. - [Solver](https://www.g2.com/products/solver/reviews) **:** A planning and reporting platform reviewed across non-profit and mid-market verticals for ERP-connected budgeting without a custom build. - [EngineBI](https://www.g2.com/products/enginebi/reviews) **:** Rated above the category average by smaller organizations, including mission-driven teams that need financial consolidation without enterprise pricing. #### How do small finance teams move from spreadsheets to dedicated budgeting software without disrupting workflows? The smoothest migrations on G2 share three traits: the new tool connects directly to an existing accounting system, the interface stays close to Excel or Google Sheets, and teams start with reporting before touching budgeting workflows. Platforms with a dedicated onboarding contact in the first 90 days consistently rate higher than those relying on self-serve documentation. ### Enterprise FAQs #### What is the best-rated budgeting and forecasting software for tech enterprises? Technology companies are the second-largest industry segment in G2 reviews for this category. See the full list of [budgeting and forecasting software for enterprises](https://www.g2.com/categories/budgeting-and-forecasting/enterprise). - [Planful](https://www.g2.com/products/planful/reviews) **:** The most reviewed platform among enterprise buyers, cited by large finance teams for structured close, consolidation, and planning in a single cloud environment. - [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **:** Among the highest-rated enterprise-reviewed tools, with large organization reviewers citing its unified EPM architecture for complex multi-entity planning and consolidation. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Rated above the category average among enterprise buyers for multi-dimensional modeling and Excel integration in large planning environments. #### What is the most reliable budgeting and forecasting platform for enterprises? Enterprise finance teams on G2 evaluate reliability through data model stability, large-dataset performance, audit-trail integrity, and support quality during close and planning cycles. - [Anaplan](https://www.g2.com/products/anaplan/reviews) **:** Cited by large organizations for calculation engine stability and ability to support connected planning models across multiple business units simultaneously. - [Workiva](https://www.g2.com/products/workiva/reviews) **:** Rated above the category average by enterprise reviewers for its audit trail, version control, and SOX-compliant workflow capabilities. - [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **:** Reviewed by enterprise buyers for financial close, consolidation, and budgeting, with consistent support quality cited as a key differentiator. #### What is the best-reviewed budgeting and forecasting software for enterprise app integration? ERP integration is the most cited technical requirement for enterprise buyers in this category, with finance teams evaluating how cleanly a planning platform connects to source data without manual exports. - [Velixo](https://www.g2.com/products/velixo/reviews) **:** Built specifically for ERP-connected reporting and budgeting, with reviewers citing real-time data sync with Acumatica, NetSuite, and other cloud ERPs as the primary reason for adoption. - [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **:** Cited by enterprise reviewers for deep ERP integration and Excel connectivity across high-volume, multi-dimensional planning models. - [Board](https://www.g2.com/products/board/reviews) **:** Reviewed by enterprise buyers for integrating data from multiple source systems into a single planning environment, with connector breadth noted as a key selection factor. #### Which budgeting and forecasting platforms are best suited for multi-entity and scenario planning at enterprise scale? Multi-entity consolidation and scenario modeling are the two most operationally complex requirements in enterprise FP&A, with large organizations needing platforms that can run parallel models across business units and rolling time horizons. - [Pigment](https://www.g2.com/products/pigment/reviews) **:** Reviewed by enterprise finance teams for its flexible data modeling and scenario planning interface that allows multiple forecasting assumptions to be tested without rebuilding the underlying model. - [Acterys](https://www.g2.com/products/acterys/reviews) **:** The highest-rated platform in the entire category on G2, with enterprise reviewers citing its Power BI-native architecture and multi-entity consolidation capabilities. - [Abacum](https://www.g2.com/products/abacum/reviews) **:** Cited by enterprise finance teams for collaborative planning and the ability to model multiple scenarios across departments with version control built in. #### What do enterprise buyers most commonly dislike about budgeting and forecasting software? The most cited dislikes on G2 include steep setup learning curves, performance slowdowns with large multi-entity datasets, and implementation timelines that vendors underrepresent. Anaplan reviewers flag ongoing specialist dependency for model maintenance; Planful reviewers cite dashboard customization constraints. Piloting with a single business unit before full deployment is the most commonly recommended approach. ### Sources 1. [G2 Research Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies) 2. [G2 Market Presence Score Overview](https://www.g2.com/reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) Last updated on: April 23, 2026