2026 Best Software Awards are here!See the list

Top Free FP&A Software

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

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

View Free FP&A Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
53 FP&A (Financial Planning & Analysis) Products Available
View all FP&A Software
View all FP&A Software
Workday Adaptive Planning
(303)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • MC
    It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
    Verified User in Accounting
    AA
    A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,250 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
MC
It was simple to use. Office connect was easy to make reports for the business, wish you could easily do the same on the Web version. Read review
Verified User in Accounting
AA
A good planning tool as a standalone. Allows for various customisation to support planning dimensions and scenarios. Inputs are straightforward,... Read review
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,250 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
Prophix Software
(216)4.4 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 56% 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 Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
    • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
    • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom Reporting
    Average: 8.5
    8.4
    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
    1,981 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    545 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 56% 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 Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
  • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
  • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
Prophix Software features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom Reporting
Average: 8.5
8.4
Extended Planning
Average: 8.3
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,981 Twitter followers
LinkedIn® Page
www.linkedin.com
545 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More
IBM Planning Analytics
(245)4.4 out of 5
Optimized for quick response
15th Easiest To Use in FP&A (Financial Planning & Analysis) software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

    Users
    • Financial Analyst
    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.
    • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
    • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
    • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    9.1
    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
    709,081 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

Users
  • Financial Analyst
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.
  • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
  • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
  • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
709,081 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Jedox
(188)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 51% Mid-Market
    • 28% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
    • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
    • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Custom Reporting
    Average: 8.5
    8.8
    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
    1,666 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    381 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 51% Mid-Market
  • 28% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
  • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
  • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
Jedox features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.7
Custom Reporting
Average: 8.5
8.8
Extended Planning
Average: 8.3
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,666 Twitter followers
LinkedIn® Page
www.linkedin.com
381 employees on LinkedIn®
Drivetrain
(112)4.8 out of 5
Optimized for quick response
12th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

    Users
    • Finance Manager
    • CFO
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 13% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
    • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
    • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    Reporting
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom Reporting
    Average: 8.5
    9.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drivetrain
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    52 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    91 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

Users
  • Finance Manager
  • CFO
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 13% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
  • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
  • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
Drivetrain features and usability ratings that predict user satisfaction
9.5
Reporting
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom Reporting
Average: 8.5
9.4
Extended Planning
Average: 8.3
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
52 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
Causal
(256)4.6 out of 5
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Biotechnology
    UB
    Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
    JH
    That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lucanet AG
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    722 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Verified User in Biotechnology
UB
Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
JH
That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
Seller Details
Seller
Lucanet AG
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
722 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
Acterys
(70)4.8 out of 5
10th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • 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
    • 66% Small-Business
    • 29% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
    • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
    • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.7
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    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
    156 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 66% Small-Business
  • 29% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
  • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
  • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
Acterys features and usability ratings that predict user satisfaction
9.7
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.6
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
156 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Aleph
(67)4.9 out of 5
Optimized for quick response
4th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 82% Mid-Market
    • 10% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
    • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
    • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    8.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    680 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 82% Mid-Market
  • 10% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
  • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
  • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
Aleph features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.3
Custom Reporting
Average: 8.5
8.4
Extended Planning
Average: 8.3
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
680 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Apliqo
(45)4.9 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Consulting
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apliqo features and usability ratings that predict user satisfaction
    9.9
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Custom Reporting
    Average: 8.5
    9.9
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Consulting
    CC
    What I like best is the user-friendly interface, which is very easy to use. The operation is intuitive, and the seamless integration with IBM... Read review
    Verified User in Consulting
    CC
    Apliqo is the best Frontend tool I have used for Planning Analytics (TM1). It is very intuitive and easy to use. But also has the depth and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apliqo
    Company Website
    Year Founded
    2013
    HQ Location
    Zurich, CH
    Twitter
    @apliqo
    48 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

Users
  • Consultant
  • Senior Consultant
Industries
  • Consulting
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 31% Small-Business
Apliqo features and usability ratings that predict user satisfaction
9.9
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.4
Custom Reporting
Average: 8.5
9.9
Extended Planning
Average: 8.3
Verified User in Consulting
CC
What I like best is the user-friendly interface, which is very easy to use. The operation is intuitive, and the seamless integration with IBM... Read review
Verified User in Consulting
CC
Apliqo is the best Frontend tool I have used for Planning Analytics (TM1). It is very intuitive and easy to use. But also has the depth and... Read review
Seller Details
Seller
Apliqo
Company Website
Year Founded
2013
HQ Location
Zurich, CH
Twitter
@apliqo
48 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Joiin
(79)4.7 out of 5
8th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% 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.
    • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Joiin features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom Reporting
    Average: 8.5
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% 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.
  • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
Joiin features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom Reporting
Average: 8.5
0.0
No information available
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
199 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Fathom
(51)4.6 out of 5
View top Consulting Services for Fathom
Entry Level Price:$53.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 49% Small-Business
    • 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.
    • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
    • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
    • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fathom features and usability ratings that predict user satisfaction
    8.2
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    7.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fathom Applications
    Company Website
    Year Founded
    2010
    HQ Location
    Brisbane, QLD
    Twitter
    @fathomhq
    7,433 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 49% Small-Business
  • 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.
  • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
  • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
  • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
Fathom features and usability ratings that predict user satisfaction
8.2
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom Reporting
Average: 8.5
7.3
Extended Planning
Average: 8.3
Seller Details
Seller
Fathom Applications
Company Website
Year Founded
2010
HQ Location
Brisbane, QLD
Twitter
@fathomhq
7,433 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Clockwork.ai
(46)4.9 out of 5
9th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai features and usability ratings that predict user satisfaction
    9.6
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    9.9
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    AA
    Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
    Sharrin F.
    SF
    When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.3
Custom Reporting
Average: 8.5
9.9
Extended Planning
Average: 8.3
Verified User in Accounting
AA
Ease of use is a 10/10 and the product continues to develop/improve consistently. The support team is fantastic as a value add, but the software... Read review
Sharrin F.
SF
When it comes to software, UI (user interface) is everything! You typically move along if you can't navigate the software within 10 minutes. ... Read review
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
115 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Cascade
(236)4.8 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cascade is a global software company, consistently ranking as the world’s #1 strategy execution platform. At Cascade, we make visions happen by acting as the strategic brain of your organization, reme

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Hospital & Health Care
    Market Segment
    • 42% Mid-Market
    • 35% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cascade 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: 9.2
    9.6
    Custom Reporting
    Average: 8.5
    9.6
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • NS
    The best thing I like about Cascade is its ability to track every element of the plan - customizing the software with ease to manage the things... Read review
    Verified User in Design
    UD
    I'm thrilled with the system; everything from its interface to the collaboration tools has been an enormous help. Since we began using the... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cascade Strategy
    Year Founded
    2016
    HQ Location
    Sydney
    Twitter
    @cascadestrategy
    796 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    266 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cascade is a global software company, consistently ranking as the world’s #1 strategy execution platform. At Cascade, we make visions happen by acting as the strategic brain of your organization, reme

Users
No information available
Industries
  • Non-Profit Organization Management
  • Hospital & Health Care
Market Segment
  • 42% Mid-Market
  • 35% Small-Business
Cascade 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: 9.2
9.6
Custom Reporting
Average: 8.5
9.6
Extended Planning
Average: 8.3
NS
The best thing I like about Cascade is its ability to track every element of the plan - customizing the software with ease to manage the things... Read review
Verified User in Design
UD
I'm thrilled with the system; everything from its interface to the collaboration tools has been an enormous help. Since we began using the... Read review
Seller Details
Seller
Cascade Strategy
Year Founded
2016
HQ Location
Sydney
Twitter
@cascadestrategy
796 Twitter followers
LinkedIn® Page
www.linkedin.com
266 employees on LinkedIn®
Spotlight Reporting
(24)4.7 out of 5
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, fore

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 63% Small-Business
    • 21% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Spotlight Reporting features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Custom Reporting
    Average: 8.5
    8.3
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Accounting
    UA
    The visualization of the data is clean and concise. It allows for easy consumption of data and prevents future back and forth due to confusion or... Read review
    Ryan V.
    RV
    Spotlight reporting is great for consolidation, creating budgets & drivers easily. They also have a great onboarding process to make sure you and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Spotlight Reporting
    Year Founded
    2010
    HQ Location
    Wellington, New Zealand
    Twitter
    @spotlightrep
    7,746 Twitter followers
    LinkedIn® Page
    linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, fore

Users
No information available
Industries
  • Accounting
Market Segment
  • 63% Small-Business
  • 21% Mid-Market
Spotlight Reporting features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.2
Custom Reporting
Average: 8.5
8.3
Extended Planning
Average: 8.3
Verified User in Accounting
UA
The visualization of the data is clean and concise. It allows for easy consumption of data and prevents future back and forth due to confusion or... Read review
Ryan V.
RV
Spotlight reporting is great for consolidation, creating budgets & drivers easily. They also have a great onboarding process to make sure you and... Read review
Seller Details
Seller
Spotlight Reporting
Year Founded
2010
HQ Location
Wellington, New Zealand
Twitter
@spotlightrep
7,746 Twitter followers
LinkedIn® Page
linkedin.com
46 employees on LinkedIn®
Catalyst
(20)4.5 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and For

    Users
    No information available
    Industries
    • Consumer Goods
    Market Segment
    • 50% Mid-Market
    • 35% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Catalyst features and usability ratings that predict user satisfaction
    8.3
    Reporting
    Average: 8.7
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Custom Reporting
    Average: 8.5
    9.2
    Extended Planning
    Average: 8.3
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • MK
    Ease of Use / Versatility / Integration with other applications Read review
    Verified User in Consumer Goods
    AC
    Visualizations of data in a dashboard format. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    EBM Software
    Year Founded
    2010
    HQ Location
    Minneapolis, MN
    LinkedIn® Page
    www.linkedin.com
    58 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and For

Users
No information available
Industries
  • Consumer Goods
Market Segment
  • 50% Mid-Market
  • 35% Small-Business
Catalyst features and usability ratings that predict user satisfaction
8.3
Reporting
Average: 8.7
9.8
Has the product been a good partner in doing business?
Average: 9.2
10.0
Custom Reporting
Average: 8.5
9.2
Extended Planning
Average: 8.3
MK
Ease of Use / Versatility / Integration with other applications Read review
Verified User in Consumer Goods
AC
Visualizations of data in a dashboard format. Read review
Seller Details
Seller
EBM Software
Year Founded
2010
HQ Location
Minneapolis, MN
LinkedIn® Page
www.linkedin.com
58 employees on LinkedIn®