Best FP&A Software with Real-Time Data Updates Capabilities

Benefits of FP&A Software with Real-Time Data Updates capabilities include: Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Below are the top-rated FP&A Software with Real-Time Data Updates capabilities, as verified by G2’s Research team. Real users have identified Real-Time Data Updates as an important function of FP&A Software. Compare different products that offer this feature so you can decide which is best for your business needs.

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

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23 Listings in FP&A (Financial Planning & Analysis) Available
(395)4.6 out of 5
Optimized for quick response
7th Easiest To Use in FP&A (Financial Planning & Analysis) software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a planning platform that allows for high flexibility and quick development, capable of handling large amounts of data and providing a range of capabilities for various business needs.
    • Users like Anaplan's high flexibility and performance, its ability to replace most of the work done in Excel, and its capacity to handle large amounts of data quickly and efficiently.
    • Reviewers mentioned limitations in graph availability, occasional issues with developer experience, and concerns about the platform's pricing structure and offline flexibility.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    90
    Ease of Use
    78
    Features
    71
    Planning
    54
    Planning Efficiency
    48
    Cons
    Missing Features
    46
    Limitations
    37
    Lack of Features
    32
    Limited Functionality
    27
    Limited Customization
    26
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Anaplan features and usability ratings that predict user satisfaction
    8.2
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    7.9
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,388 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a planning platform that allows for high flexibility and quick development, capable of handling large amounts of data and providing a range of capabilities for various business needs.
  • Users like Anaplan's high flexibility and performance, its ability to replace most of the work done in Excel, and its capacity to handle large amounts of data quickly and efficiently.
  • Reviewers mentioned limitations in graph availability, occasional issues with developer experience, and concerns about the platform's pricing structure and offline flexibility.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
90
Ease of Use
78
Features
71
Planning
54
Planning Efficiency
48
Cons
Missing Features
46
Limitations
37
Lack of Features
32
Limited Functionality
27
Limited Customization
26
Anaplan features and usability ratings that predict user satisfaction
8.2
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
7.9
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,388 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
(325)4.5 out of 5
Optimized for quick response
4th Easiest To Use in FP&A (Financial Planning & Analysis) software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Reduce reporting, budgeting & close times by 50% with Vena—the #1 AI-powered FP&A platform built to amplify your Microsoft investment. With a familiar Excel interface, AI-powered insights a

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 62% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a data organization tool that integrates with Microsoft 365 and Power BI to facilitate financial modeling, forecasting, and reporting.
    • Users like Vena's seamless Excel integration, automated processes, and real-time data consolidation that streamline financial processes, and its customer support is highly appreciated.
    • Reviewers noted that Vena can be difficult to navigate for new users, the initial setup and implementation can be complex and time-consuming, and the platform can be slow when handling large amounts of data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    117
    Excel Integration
    53
    User Interface
    51
    Features
    49
    Excel Compatibility
    45
    Cons
    Learning Difficulty
    34
    Learning Curve
    32
    Steep Learning Curve
    26
    Difficult Learning
    22
    Complexity
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Vena features and usability ratings that predict user satisfaction
    9.4
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,383 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce reporting, budgeting & close times by 50% with Vena—the #1 AI-powered FP&A platform built to amplify your Microsoft investment. With a familiar Excel interface, AI-powered insights a

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 62% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a data organization tool that integrates with Microsoft 365 and Power BI to facilitate financial modeling, forecasting, and reporting.
  • Users like Vena's seamless Excel integration, automated processes, and real-time data consolidation that streamline financial processes, and its customer support is highly appreciated.
  • Reviewers noted that Vena can be difficult to navigate for new users, the initial setup and implementation can be complex and time-consuming, and the platform can be slow when handling large amounts of data.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
117
Excel Integration
53
User Interface
51
Features
49
Excel Compatibility
45
Cons
Learning Difficulty
34
Learning Curve
32
Steep Learning Curve
26
Difficult Learning
22
Complexity
18
Vena features and usability ratings that predict user satisfaction
9.4
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.1
9.1
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,383 Twitter followers
LinkedIn® Page
www.linkedin.com
671 employees on LinkedIn®

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(182)4.4 out of 5
Optimized for quick response
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 55% Enterprise
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a tool designed for handling complex financial planning, forecasting, and data analysis, with capabilities for automating reports and creating custom dashboards.
    • Users frequently mention the product's robust modelling capabilities, flexibility, ability to handle large datasets, and seamless integration with other applications such as Excel and TM1 for real-time data analysis.
    • Users reported that setting up complex models can be time-consuming, the software may perform slowly with larger datasets, it doesn't work offline, and it requires basic knowledge of data analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Analytics
    17
    Efficiency
    16
    Planning Efficiency
    13
    Ease of Use
    12
    Features
    12
    Cons
    Learning Difficulty
    9
    Learning Curve
    8
    User Difficulty
    7
    Missing Features
    6
    Lacking Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    8.1
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Custom Reporting
    Average: 8.5
    9.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    709,653 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    317,108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 55% Enterprise
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a tool designed for handling complex financial planning, forecasting, and data analysis, with capabilities for automating reports and creating custom dashboards.
  • Users frequently mention the product's robust modelling capabilities, flexibility, ability to handle large datasets, and seamless integration with other applications such as Excel and TM1 for real-time data analysis.
  • Users reported that setting up complex models can be time-consuming, the software may perform slowly with larger datasets, it doesn't work offline, and it requires basic knowledge of data analytics.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Analytics
17
Efficiency
16
Planning Efficiency
13
Ease of Use
12
Features
12
Cons
Learning Difficulty
9
Learning Curve
8
User Difficulty
7
Missing Features
6
Lacking Features
5
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
8.1
Has the product been a good partner in doing business?
Average: 9.1
8.8
Custom Reporting
Average: 8.5
9.2
Extended Planning
Average: 8.3
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
709,653 Twitter followers
LinkedIn® Page
www.linkedin.com
317,108 employees on LinkedIn®
(274)4.3 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Efficiency
    9
    Features
    9
    Flexibility
    9
    Integrations
    9
    Cons
    Setup Difficulty
    7
    Complexity
    6
    Learning Difficulty
    6
    Steep Learning Curve
    6
    Complex Setup
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.4
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,226 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Efficiency
9
Features
9
Flexibility
9
Integrations
9
Cons
Setup Difficulty
7
Complexity
6
Learning Difficulty
6
Steep Learning Curve
6
Complex Setup
5
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.4
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,226 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®
(178)4.6 out of 5
Optimized for quick response
15th Easiest To Use in FP&A (Financial Planning & Analysis) software
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  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 71% Mid-Market
    • 20% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a financial reporting tool that consolidates data from multiple sources for insightful financial reporting and analysis.
    • Reviewers frequently mention the tool's ability to minimize manual work, extend data analysis capabilities, and its excellent customer support.
    • Users mentioned issues such as delay in opening files, the need for more in-depth documentation and instructions, and the time-consuming process of building reports.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    44
    Customer Support
    31
    Reporting Efficiency
    27
    Data Management
    22
    Report Creation
    20
    Cons
    Learning Difficulty
    21
    Learning Curve
    13
    Reporting Issues
    12
    Inefficient Reporting
    10
    Steep Learning Curve
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Datarails features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 71% Mid-Market
  • 20% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a financial reporting tool that consolidates data from multiple sources for insightful financial reporting and analysis.
  • Reviewers frequently mention the tool's ability to minimize manual work, extend data analysis capabilities, and its excellent customer support.
  • Users mentioned issues such as delay in opening files, the need for more in-depth documentation and instructions, and the time-consuming process of building reports.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
44
Customer Support
31
Reporting Efficiency
27
Data Management
22
Report Creation
20
Cons
Learning Difficulty
21
Learning Curve
13
Reporting Issues
12
Inefficient Reporting
10
Steep Learning Curve
9
Datarails features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.3
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,115 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
(174)4.4 out of 5
Optimized for quick response
3rd Easiest To Use in FP&A (Financial Planning & Analysis) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information?

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Government Administration
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AchieveIt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Progress Tracking
    31
    Tracking
    27
    Customer Support
    21
    Planning
    18
    Cons
    Limited Customization
    9
    Missing Features
    8
    Not Intuitive
    6
    Learning Curve
    5
    Dashboard Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AchieveIt features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.5
    8.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    AchieveIt
    Company Website
    Year Founded
    2010
    HQ Location
    Atlanta, GA
    Twitter
    @GoAchieveIt
    10,944 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information?

Users
No information available
Industries
  • Hospital & Health Care
  • Government Administration
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
AchieveIt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Progress Tracking
31
Tracking
27
Customer Support
21
Planning
18
Cons
Limited Customization
9
Missing Features
8
Not Intuitive
6
Learning Curve
5
Dashboard Issues
4
AchieveIt features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.5
8.3
Extended Planning
Average: 8.3
Seller Details
Seller
AchieveIt
Company Website
Year Founded
2010
HQ Location
Atlanta, GA
Twitter
@GoAchieveIt
10,944 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
(308)4.4 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a versatile platform designed for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and adapted to various business functions.
    • Users like the tool's flexibility, ease of use, and customization options, as well as its ability to retrieve data from multiple sources, manage large organizations quickly, and handle multiple users simultaneously.
    • Users mentioned issues with the initial setup complexity, learning curve for advanced features, system slowdown with larger datasets, manual integration with other systems, and high costs associated with new licensing policies.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    30
    Flexibility
    17
    Implementation Ease
    17
    Efficiency
    16
    Easy Integrations
    15
    Cons
    Missing Features
    8
    Learning Curve
    7
    Expensive
    6
    Learning Difficulty
    6
    Licensing Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,703 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    871 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a versatile platform designed for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and adapted to various business functions.
  • Users like the tool's flexibility, ease of use, and customization options, as well as its ability to retrieve data from multiple sources, manage large organizations quickly, and handle multiple users simultaneously.
  • Users mentioned issues with the initial setup complexity, learning curve for advanced features, system slowdown with larger datasets, manual integration with other systems, and high costs associated with new licensing policies.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
30
Flexibility
17
Implementation Ease
17
Efficiency
16
Easy Integrations
15
Cons
Missing Features
8
Learning Curve
7
Expensive
6
Learning Difficulty
6
Licensing Issues
6
Board features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,703 Twitter followers
LinkedIn® Page
www.linkedin.com
871 employees on LinkedIn®
(436)4.3 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 47% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
    • Users frequently mention the user-friendly interface, powerful automation features, and the flexibility of reporting as key benefits, which enhance overall efficiency and facilitate data-driven decision making.
    • Users experienced challenges with the initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and issues with integration and data mining.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    43
    Reporting
    26
    Report Creation
    16
    Planning
    15
    Intuitive
    14
    Cons
    Learning Difficulty
    19
    Missing Features
    16
    Learning Curve
    15
    Limitations
    10
    Confusion
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planful features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,693 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    625 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 47% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
  • Users frequently mention the user-friendly interface, powerful automation features, and the flexibility of reporting as key benefits, which enhance overall efficiency and facilitate data-driven decision making.
  • Users experienced challenges with the initial learning curve, slow system performance at times, difficulty in finding certain tools and functions within the system, and issues with integration and data mining.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
43
Reporting
26
Report Creation
16
Planning
15
Intuitive
14
Cons
Learning Difficulty
19
Missing Features
16
Learning Curve
15
Limitations
10
Confusion
7
Planful features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,693 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
(102)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

    Users
    No information available
    Industries
    • Manufacturing
    • Electrical/Electronic Manufacturing
    Market Segment
    • 59% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Capabilities
    17
    Customization
    11
    Features
    11
    Flexibility
    11
    Cons
    Learning Difficulty
    11
    Learning Curve
    10
    Limitations
    7
    Limited Functionality
    7
    Setup Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    8.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,144 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,507 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

Users
No information available
Industries
  • Manufacturing
  • Electrical/Electronic Manufacturing
Market Segment
  • 59% Enterprise
  • 30% Mid-Market
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Capabilities
17
Customization
11
Features
11
Flexibility
11
Cons
Learning Difficulty
11
Learning Curve
10
Limitations
7
Limited Functionality
7
Setup Difficulty
7
OneStream - Unified EPM features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
8.6
Extended Planning
Average: 8.3
Seller Details
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,144 Twitter followers
LinkedIn® Page
www.linkedin.com
1,507 employees on LinkedIn®
(194)4.4 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Hospital & Health Care
    Market Segment
    • 57% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a financial reporting, planning, and analysis application that offers a comprehensive suite of tools for these needs and provides support in case of issues.
    • Reviewers appreciate the user-friendly and intuitive interface of Prophix, its ability to streamline and improve processes, and the robustness of the product, along with the ability to create and customize reports and manage large data sets.
    • Users experienced issues with the long loading time of Prophix using their GL software, the complexity of MDX coding, limitations in dashboards and reports, difficulty in integrating with ERP, and occasional glitches with large data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Reporting
    26
    Efficiency
    24
    Customer Support
    22
    Features
    22
    Cons
    Missing Features
    12
    Learning Difficulty
    10
    Dashboard Limitations
    9
    Slow Performance
    9
    Dashboard Issues
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Prophix Software features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    8.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    2,001 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Hospital & Health Care
Market Segment
  • 57% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a financial reporting, planning, and analysis application that offers a comprehensive suite of tools for these needs and provides support in case of issues.
  • Reviewers appreciate the user-friendly and intuitive interface of Prophix, its ability to streamline and improve processes, and the robustness of the product, along with the ability to create and customize reports and manage large data sets.
  • Users experienced issues with the long loading time of Prophix using their GL software, the complexity of MDX coding, limitations in dashboards and reports, difficulty in integrating with ERP, and occasional glitches with large data sets.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Reporting
26
Efficiency
24
Customer Support
22
Features
22
Cons
Missing Features
12
Learning Difficulty
10
Dashboard Limitations
9
Slow Performance
9
Dashboard Issues
8
Prophix Software features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
8.9
Extended Planning
Average: 8.3
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
2,001 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

    Users
    No information available
    Industries
    • Banking
    • Insurance
    Market Segment
    • 54% Enterprise
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • CCH Tagetik Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Data Analysis
    4
    Flexibility
    4
    Integrations
    4
    Intuitive
    4
    Cons
    Implementation Difficulties
    3
    Limited Functionality
    2
    Missing Features
    2
    Slow Performance
    2
    Slow Processing
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • CCH Tagetik features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Custom Reporting
    Average: 8.5
    9.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    1987
    HQ Location
    Alphen aan den Rijn, NL
    Twitter
    @Wolters_Kluwer
    18,001 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    22,889 employees on LinkedIn®
    Ownership
    AMS:WKL
Product Description
How are these determined?Information
This description is provided by the seller.

Drive Innovation with CCH Tagetik Enable digital transformation and drive strategy with all your financial processes and data in a unified platform — owned by Finance Companies trust CCH Tagetik Corpo

Users
No information available
Industries
  • Banking
  • Insurance
Market Segment
  • 54% Enterprise
  • 31% Mid-Market
CCH Tagetik Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Data Analysis
4
Flexibility
4
Integrations
4
Intuitive
4
Cons
Implementation Difficulties
3
Limited Functionality
2
Missing Features
2
Slow Performance
2
Slow Processing
2
CCH Tagetik features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.8
Custom Reporting
Average: 8.5
9.6
Extended Planning
Average: 8.3
Seller Details
Year Founded
1987
HQ Location
Alphen aan den Rijn, NL
Twitter
@Wolters_Kluwer
18,001 Twitter followers
LinkedIn® Page
www.linkedin.com
22,889 employees on LinkedIn®
Ownership
AMS:WKL
(111)4.3 out of 5
View top Consulting Services for SAP Business Planning and Consolidation (BPC)
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation

    Users
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Enterprise
    • 26% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Business Planning and Consolidation (BPC) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time Efficiency
    2
    Budgeting
    1
    Budgeting Management
    1
    Budget Management
    1
    Collaboration
    1
    Cons
    Bugs
    1
    Data Management Issues
    1
    Difficult Setup
    1
    Expensive
    1
    Improvements Needed
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
    8.3
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    301,284 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    125,049 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation

Users
  • Senior Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Enterprise
  • 26% Mid-Market
SAP Business Planning and Consolidation (BPC) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time Efficiency
2
Budgeting
1
Budgeting Management
1
Budget Management
1
Collaboration
1
Cons
Bugs
1
Data Management Issues
1
Difficult Setup
1
Expensive
1
Improvements Needed
1
SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
8.3
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.3
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
301,284 Twitter followers
LinkedIn® Page
www.linkedin.com
125,049 employees on LinkedIn®
Ownership
NYSE:SAP
(181)4.4 out of 5
Optimized for quick response
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customizable workflows, dashboards, and reports to match specific business requirements.
    • Users frequently mention the tool's user-friendly interface, robust platform, and seamless integration with tools like Excel and cloud-based services, which make the onboarding process smooth and efficient.
    • Reviewers mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    22
    Integrations
    15
    Customer Support
    11
    Easy Integrations
    11
    Flexibility
    10
    Cons
    Learning Curve
    11
    Learning Difficulty
    9
    Complexity
    7
    Not Intuitive
    7
    Setup Difficulty
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jedox features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Custom Reporting
    Average: 8.5
    8.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,707 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    382 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customizable workflows, dashboards, and reports to match specific business requirements.
  • Users frequently mention the tool's user-friendly interface, robust platform, and seamless integration with tools like Excel and cloud-based services, which make the onboarding process smooth and efficient.
  • Reviewers mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
22
Integrations
15
Customer Support
11
Easy Integrations
11
Flexibility
10
Cons
Learning Curve
11
Learning Difficulty
9
Complexity
7
Not Intuitive
7
Setup Difficulty
6
Jedox features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.7
Custom Reporting
Average: 8.5
8.9
Extended Planning
Average: 8.3
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,707 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
(133)4.6 out of 5
Optimized for quick response
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Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    ClearPoint is a software-as-a-service (SaaS) solution designed to help organizations streamline and automate their strategy reporting processes. This integrated strategy reporting and execution system

    Users
    No information available
    Industries
    • Government Administration
    • Hospital & Health Care
    Market Segment
    • 46% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • ClearPoint Strategy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    17
    Ease of Use
    10
    Customization
    7
    Intuitive
    7
    Helpful
    6
    Cons
    Learning Curve
    7
    Not Intuitive
    4
    Difficult Learning Curve
    3
    Learning Difficulty
    3
    Difficult Setup
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • ClearPoint Strategy features and usability ratings that predict user satisfaction
    9.3
    Reporting
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    7.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2008
    HQ Location
    Arlington, VA
    Twitter
    @clearpointstrat
    893 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    32 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

ClearPoint is a software-as-a-service (SaaS) solution designed to help organizations streamline and automate their strategy reporting processes. This integrated strategy reporting and execution system

Users
No information available
Industries
  • Government Administration
  • Hospital & Health Care
Market Segment
  • 46% Mid-Market
  • 38% Enterprise
ClearPoint Strategy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
17
Ease of Use
10
Customization
7
Intuitive
7
Helpful
6
Cons
Learning Curve
7
Not Intuitive
4
Difficult Learning Curve
3
Learning Difficulty
3
Difficult Setup
2
ClearPoint Strategy features and usability ratings that predict user satisfaction
9.3
Reporting
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
7.8
Extended Planning
Average: 8.3
Seller Details
Company Website
Year Founded
2008
HQ Location
Arlington, VA
Twitter
@clearpointstrat
893 Twitter followers
LinkedIn® Page
www.linkedin.com
32 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

    Users
    No information available
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 63% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Acterys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Customer Support
    6
    Features
    6
    Capabilities
    5
    Easy Setup
    5
    Cons
    Difficult Formatting
    1
    Difficult Setup
    1
    Formatting Difficulties
    1
    Formatting Issues
    1
    Implementation Difficulties
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Acterys features and usability ratings that predict user satisfaction
    9.6
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Custom Reporting
    Average: 8.5
    9.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 63% Small-Business
  • 30% Mid-Market
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Customer Support
6
Features
6
Capabilities
5
Easy Setup
5
Cons
Difficult Formatting
1
Difficult Setup
1
Formatting Difficulties
1
Formatting Issues
1
Implementation Difficulties
1
Acterys features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.7
Custom Reporting
Average: 8.5
9.6
Extended Planning
Average: 8.3
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
154 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®

Quick Facts: FP&A Software with Real-Time Data Updates Capabilities

Content below is current as of June, 2024
Reviews Summary for Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

Reviews Summary: Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

Currently there are 24 Corporate Performance Management (CPM) software products with Real-Time Data Updates features listed on G2, and together they have generated 2,108 total reviews. These reviews are generated using the qualitative and quantitative feedback from G2 members who have used these software products.

G2 users review Corporate Performance Management (CPM) software products based on criteria relating to user experience, setup, and support. Below you will find how users rated the 24 Corporate Performance Management (CPM) software products that have Real-Time Data Updates features based on those criteria:

  • Quality of Support: 8.6/10 average user rating
  • Ease of Use: 8.3/10 average user rating
  • Ease of Setup: 7.7/10 average user rating

To help you compare and find the best Corporate Performance Management (CPM) software product with the right Real-Time Data Updates functionality for your business, we have gathered some additional details and FAQs below.

What Corporate Performance Management (CPM) products with Real-Time Data Updates features have the most reviews and are the highest-rated?

Based on quantity of reviews and average ratings, these are the most popular Corporate Performance Management (CPM) software products with Real-Time Data Updates capabilities according to G2 users:

What Corporate Performance Management (CPM) software products with Real-Time Data Updates capabilities are the most liked according to G2 users?

Based on the G2 ratings scale and regardless of review count, these are the highest-rated Corporate Performance Management (CPM) software products with Real-Time Data Updates capabilities:

Which software products with Real-Time Data Updates features are the highest rated on G2?

These are the Corporate Performance Management (CPM) software products offering Real-Time Data Updates capabilities and have the highest ratings:

  • ClearPoint Strategy has received 70 reviews and is rated 4.7-stars.
  • Datarails has received 51 reviews and is rated 4.7-stars.
  • Anaplan has received 197 reviews and is rated 4.6-stars.
  • Vena has received 115 reviews and is rated 4.6-stars.
  • OneStream has received 51 reviews and is rated 4.6-stars.

Review Snippets for Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

Below are questions we ask of all Corporate Performance Management (CPM) software users on G2. The answers are specific to the most popular software products that offer Real-Time Data Updates capabilities. These user responses provide more insight into the most-reviewed Corporate Performance Management (CPM) software and their Real-Time Data Updates features listed on G2.
Questions Responses
Here is what users liked best about Corporate Performance Management (CPM) software with Real-Time Data Updates features.
SAP Analytics Cloud: "Most useful feature is the integration of SAP analytics with other SAP tools which are widely used. Ability to handle big data."
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Planful: "The reporting tool in Host Analytics is high quality and easy to use. I like how Host Analytics can integrate with other systems through APIs to bring data into the system."
- Brian C., Senior Financial Analyst at iCIMS, Mid-Market (51-1000 emp.)
Board: "Planing and forecasting Business Intelligence"
- Alberto N., Small-Business (50 or fewer emp.)
Here is what users liked least about Corporate Performance Management (CPM) software with Real-Time Data Updates features.
Planful: "The report setup is somewhat difficult and not user friendly."
- Joanna S., Mid-Market (51-1000 emp.)
SAP Analytics Cloud: "Overall it an expensive endeavour to commit to SAP, look and feel of some of the apps built on the platform is reminiscent of older mainframe apps"
- Scottg M., Senior Analyst at SSC, Mid-Market (51-1000 emp.)
Board: "vaguley used, does not have any advance techniques"
- Sally P., Small-Business (50 or fewer emp.)
These are what users recommend to others considering popular Corporate Performance Management (CPM) software products with Real-Time Data Updates capabilities.
Board: "Ease of use for end users, quick and easy accessible visuals."
- Bryan Z., Junior Solutions Consultant at Aexis Nederland, Small-Business (50 or fewer emp.)
SAP Analytics Cloud: "Go for it. Its ability lies in being integrable with other SAP softwares"
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Workday Adaptive Planning: "If you are doing your budgeting and planning on Excel sheets manually, should be a no-brainer decision to go with Adaptive."
- Brian L., Senior Director, Finance & Taxation at CTI Clinical Trial and Consulting Services, Mid-Market (51-1000 emp.)
These are the problems users said the software was solving and how it is benefitting them.
SAP Analytics Cloud: "Predictive analytics. Resource forecasting."
- Nikhil V., MBA candidate at ISB | IIT Roorkee, Mid-Market (51-1000 emp.)
Planful: "Automation of the departmental operational KPIs. This allows the team to spend more time analyzing the results, and less time consolidating the metrics."
- Brian C., Senior Financial Analyst at iCIMS, Mid-Market (51-1000 emp.)
Board: "Planing Financial consolidation "
- Alberto N., Small-Business (50 or fewer emp.)
Reviews by Industry

Reviews by Industry: Corporate Performance Management (CPM) Marketing Software with Real-Time Data Updates Features

Real-Time Data Updates features are an important factor when choosing a Corporate Performance Management (CPM) software product. How the software and this feature are used differs from industry to industry, making it a challenge to find the best Corporate Performance Management (CPM) software with the right features for your company. To help professionals with their Corporate Performance Management (CPM) software research, G2 has gathered data sourced from 794 reviews. These reviews come from G2 users working in industries that use Corporate Performance Management (CPM) products on a regular basis and who have the most experience with their Real-Time Data Updates functionality.

Industry-Related FAQs About Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

What industries have generated the most reviews of Corporate Performance Management (CPM) products with Real-Time Data Updates capabilities?

Users from the following industries have written the most Real-Time Data Updates feature reviews about Corporate Performance Management (CPM) software:

  • Information Technology and Services
  • Computer Software
  • Financial Services
Which Corporate Performance Management (CPM) software with Real-Time Data Updates features do Information Technology and Services professionals think is best?

Information Technology and Services professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

What do Computer Software professionals think is the best Corporate Performance Management (CPM) software with Real-Time Data Updates features?

Computer Software professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

What do Financial Services professionals think is the best Corporate Performance Management (CPM) software with Real-Time Data Updates features?

Financial Services professionals rate Planful (4.3 stars and 286 reviews), Workday Adaptive Planning (4.3 stars and 236 reviews), and Anaplan (4.6 stars and 197 reviews) the highest.

Industry Review Snippets: Corporate Performance Management (CPM) Real-Time Data Updates Software

There are 794 reviews from users in the Information Technology and Services, Computer Software, and Financial Services industries. Below are snippets of what some of these reviews said about those with the highest G2 score ratings and the most reviews.

Industry What Users From Each Industry Liked What Users From Each Industry Disliked
Information Technology and Services
SAP Analytics Cloud: Currently using this tool and it is great tool.
- Harshil S., Senior SAP BASIS and HANA Architect | AWS, Enterprise (> 1000 emp.)
SAP Analytics Cloud: If you compare it with other competitors; * Graphics are not soft, pretty, nice. User interface still (unfortunately) for engineers not marketing, sales, executive people.
- Celil ., Digital Transformation & Process Improvement Consultant at Aydem Perakende, Enterprise (> 1000 emp.)
Computer Software
Workday Adaptive Planning: Integration to NetSuite for actuals and the ability to perform complex calculations for personnel, sales and revenue
- Calvin J., Corporate Controller at CollabNet VersionOne, Mid-Market (51-1000 emp.)
Planful: Don't know yet; still have a day. I could answer next year!
- Travis K., Director, Finance and Planning at Ellucian, Enterprise (> 1000 emp.)
Financial Services
SAP Analytics Cloud: We used SAP BusinessObjects Predictive Analytics for several large customers. excellent reporting tool and system monitoring
- Antonio I., Cloud & Hybrid IT Monitoring Specialist | Delivery Consultant at Almaviva Tele Sistemi Ferroviari, Enterprise (> 1000 emp.)
IDU-Concept: The admin module. It is not easy to use and easily gets into a mess.
- Carla F., Mid-Market (51-1000 emp.)

Reviews by Market Segment

Reviews by Market Segment: Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

G2 Corporate Performance Management (CPM) software reviewers come from companies of various sizes. On G2 we break these different market segments into three distinct groups:

These reviews are especially helpful when comparing the Real-Time Data Updates features of different Corporate Performance Management (CPM) software products because each business market segment has its own unique experiences and requirements when it comes to specific software features. The segments that make up these Corporate Performance Management (CPM) Real-Time Data Updates software reviews are:

  • 17.4% of reviewers are from small businesses.
  • 45.4% of reviewers are from mid-market companies.
  • 37.1% of reviewers work at enterprise companies.

Below you will find FAQs and actual review snippets for Corporate Performance Management (CPM) software products that have Real-Time Data Updates features. These reviews are written by real G2 users working in the three market segments above.

Market Segment-Related Corporate Performance Management (CPM) Software with Real-Time Data Updates Capabilities FAQs

What are the best Corporate Performance Management (CPM) software products with Real-Time Data Updates features according to users from enterprise businesses?

The Corporate Performance Management (CPM) software products enterprise-level professionals rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

Which Corporate Performance Management (CPM) software products with Real-Time Data Updates features are the best according to mid-market business users?

The Corporate Performance Management (CPM) software products mid-market business users rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

What do users in small businesses say are the top Corporate Performance Management (CPM) software products with Real-Time Data Updates capabilities?

The Corporate Performance Management (CPM) software products users in small businesses rate the highest are Planful (4.3 stars), Workday Adaptive Planning (4.3 stars), and Anaplan (4.6 stars).

Market Segment Review Snippets: Corporate Performance Management (CPM) Software with Real-Time Data Updates Features

Business professionals share important information about Corporate Performance Management (CPM) Real-Time Data Updates software usability, features, pricing, and more. Read what these users have to say about the top-rated Corporate Performance Management (CPM) software with Real-Time Data Updates features.

Market Segment What Users From Each Market Segment Liked What Users From Each Market Segment Disliked
Enterprise (> 1000 emp.)
SAP Analytics Cloud: Currently using this tool and it is great tool.
- Harshil S., Senior SAP BASIS and HANA Architect | AWS,
Planful: The support experience has been less that appealing. It's nearly impossible to get a live person to talk to about a support ticket.
- Joe G., Enterprise (> 1000 emp.)
Mid-Market (51-1000 emp.)
Vena: The flexibility of building templates and the prompt customer service. The company is always releasing new features and listens to their clients.
- Sophie U.,
Planful: The report setup is somewhat difficult and not user friendly.
- Joanna S., Mid-Market (51-1000 emp.)
Small-Business (50 or fewer emp.)
SAP Analytics Cloud: It’s robust ness and the powerful display options and the logic.
- Deepthi M., Senior Bizops Engineer at Mastercard,
Board: vaguley used, does not have any advance techniques
- Sally P., Small-Business (50 or fewer emp.)