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Best Corporate Performance Management (CPM) Software for Medium-Sized Businesses

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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

In addition to qualifying for inclusion in the Corporate Performance Management (CPM) Software category, to qualify for inclusion in the Medium-Sized Business Corporate Performance Management (CPM) Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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

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39 Listings in Corporate Performance Management (CPM) Available
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Vena
By Vena Solutions
(320)4.5 out of 5
Optimized for quick response
4th Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 61% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
    • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
    • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    115
    Excel Integration
    50
    User Interface
    50
    Features
    48
    Excel Compatibility
    44
    Cons
    Learning Difficulty
    31
    Learning Curve
    29
    Steep Learning Curve
    23
    Difficult Learning
    20
    Complexity
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.4
    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
    9.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,389 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 61% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a financial planning and analysis tool that integrates with Microsoft Excel to streamline budgeting, forecasting, and reporting processes.
  • Reviewers frequently mention Vena's seamless Excel integration, robust features, and its ability to automate manual processes, enhancing collaboration and efficiency in financial planning.
  • Users experienced a steep learning curve, especially for mastering advanced features, and some found the initial setup and implementation to be complex and time-consuming.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
115
Excel Integration
50
User Interface
50
Features
48
Excel Compatibility
44
Cons
Learning Difficulty
31
Learning Curve
29
Steep Learning Curve
23
Difficult Learning
20
Complexity
17
Vena features and usability ratings that predict user satisfaction
9.4
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
9.0
Extended Planning
Average: 8.3
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,389 Twitter followers
LinkedIn® Page
www.linkedin.com
671 employees on LinkedIn®
Get a quote
Anaplan
By Anaplan
(391)4.6 out of 5
6th Easiest To Use in Corporate Performance Management (CPM) software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Management Consulting
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
    • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
    • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    91
    Ease of Use
    81
    Features
    72
    Planning
    56
    Planning Efficiency
    49
    Cons
    Missing Features
    48
    Limitations
    38
    Lack of Features
    32
    Performance Issues
    29
    Limited Functionality
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.1
    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
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,465 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Management Consulting
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based application lifecycle management platform with UX dashboards, designed to evolve and adapt to various use cases across different industries.
  • Reviewers frequently mention Anaplan's flexibility, scalability, and reliable customer support, along with its ability to deliver new features and functionalities, ensuring the product remains relevant and effective.
  • Reviewers mentioned issues with Anaplan's pricing structure, limited offline flexibility, complex integration, unplanned system downtime, and limitations in reporting capabilities.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
91
Ease of Use
81
Features
72
Planning
56
Planning Efficiency
49
Cons
Missing Features
48
Limitations
38
Lack of Features
32
Performance Issues
29
Limited Functionality
28
Anaplan features and usability ratings that predict user satisfaction
8.1
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
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,465 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
Read Anaplan Reviews

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Workiva
By Workiva
(1,329)4.6 out of 5
Optimized for quick response
1st Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% 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.
    • Workiva is a cloud-based platform designed for collaboration, data integration, audit logging, and reporting.
    • Reviewers appreciate Workiva's intuitive user interface, efficient reporting features, and the ability to manage auditors and reports with minimal training.
    • Reviewers experienced issues with the platform's training, some found it lacking, and others mentioned problems with template functionality and slow loading times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workiva 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
    564
    Collaboration
    311
    Team Collaboration
    278
    Features
    258
    Efficiency
    244
    Cons
    Missing Features
    213
    Slow Loading
    125
    Limited Functionality
    119
    Limited Features
    116
    Learning Curve
    112
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.5
    8.4
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,409 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,053 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% 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.
  • Workiva is a cloud-based platform designed for collaboration, data integration, audit logging, and reporting.
  • Reviewers appreciate Workiva's intuitive user interface, efficient reporting features, and the ability to manage auditors and reports with minimal training.
  • Reviewers experienced issues with the platform's training, some found it lacking, and others mentioned problems with template functionality and slow loading times.
Workiva 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
564
Collaboration
311
Team Collaboration
278
Features
258
Efficiency
244
Cons
Missing Features
213
Slow Loading
125
Limited Functionality
119
Limited Features
116
Learning Curve
112
Workiva features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.5
8.4
Extended Planning
Average: 8.3
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,409 Twitter followers
LinkedIn® Page
www.linkedin.com
3,053 employees on LinkedIn®
Get a quote
Workday Adaptive Planning
By Workday
(273)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    77
    Excel Integration
    31
    Reporting
    30
    Efficiency
    28
    Features
    27
    Cons
    Learning Difficulty
    32
    Learning Curve
    20
    Limited Reporting
    20
    Setup Difficulty
    20
    Steep Learning Curve
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.5
    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
    52,296 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
77
Excel Integration
31
Reporting
30
Efficiency
28
Features
27
Cons
Learning Difficulty
32
Learning Curve
20
Limited Reporting
20
Setup Difficulty
20
Steep Learning Curve
20
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.5
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
52,296 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®
Mosaic Tech
By Mosaic Tech
(212)4.7 out of 5
9th Easiest To Use in Corporate Performance Management (CPM) 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.

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

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Mid-Market
    • 36% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Mosaic is a modeling tool that supports operations and allows for fluid and interactive modeling, integrating with various systems for comprehensive data analysis and reporting.
    • Reviewers appreciate Mosaic's clean interface, seamless integrations, and the ability to create and share canvases with charts and reports, which allows for efficient data dissemination and interaction.
    • Users experienced a steep learning curve with Mosaic, with some finding the no-code setup limiting in customization and others noting that the tool's user interface takes some time to get used to.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    57
    Customer Support
    53
    Integrations
    33
    Easy Integrations
    31
    Forecasting Efficiency
    26
    Cons
    Missing Features
    16
    Learning Difficulty
    15
    Limited Customization
    14
    Difficult Customization
    12
    Learning Curve
    12
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    8.6
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.1
    Custom Reporting
    Average: 8.5
    8.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mosaic Tech
    Company Website
    Year Founded
    2019
    HQ Location
    San Diego, US
    Twitter
    @MosaicTechInfo
    305 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    103 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Mid-Market
  • 36% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Mosaic is a modeling tool that supports operations and allows for fluid and interactive modeling, integrating with various systems for comprehensive data analysis and reporting.
  • Reviewers appreciate Mosaic's clean interface, seamless integrations, and the ability to create and share canvases with charts and reports, which allows for efficient data dissemination and interaction.
  • Users experienced a steep learning curve with Mosaic, with some finding the no-code setup limiting in customization and others noting that the tool's user interface takes some time to get used to.
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
57
Customer Support
53
Integrations
33
Easy Integrations
31
Forecasting Efficiency
26
Cons
Missing Features
16
Learning Difficulty
15
Limited Customization
14
Difficult Customization
12
Learning Curve
12
Mosaic Tech features and usability ratings that predict user satisfaction
8.6
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.1
Custom Reporting
Average: 8.5
8.6
Extended Planning
Average: 8.3
Seller Details
Seller
Mosaic Tech
Company Website
Year Founded
2019
HQ Location
San Diego, US
Twitter
@MosaicTechInfo
305 Twitter followers
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Get a quote
Drivetrain
By Drivetrain
(85)4.8 out of 5
Optimized for quick response
2nd Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 88% Mid-Market
    • 9% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Drivetrain is a platform designed to automate and streamline reporting, data analysis, and financial planning processes.
    • Users like the user-friendly interface, the ability to generate comprehensive reports, the platform's adaptability to business needs, and the responsive and knowledgeable support team.
    • Reviewers experienced issues with integration, occasional bugs, limitations in customization and formatting, and a learning curve in understanding the platform's structure and functionalities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Drivetrain Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Customer Support
    27
    Report Creation
    27
    Reporting Efficiency
    23
    Efficiency
    22
    Cons
    Improvements Needed
    6
    Missing Features
    6
    Reporting Issues
    6
    Data Management
    5
    Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    Reporting
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Custom Reporting
    Average: 8.5
    9.5
    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
    48 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    64 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 88% Mid-Market
  • 9% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Drivetrain is a platform designed to automate and streamline reporting, data analysis, and financial planning processes.
  • Users like the user-friendly interface, the ability to generate comprehensive reports, the platform's adaptability to business needs, and the responsive and knowledgeable support team.
  • Reviewers experienced issues with integration, occasional bugs, limitations in customization and formatting, and a learning curve in understanding the platform's structure and functionalities.
Drivetrain Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Customer Support
27
Report Creation
27
Reporting Efficiency
23
Efficiency
22
Cons
Improvements Needed
6
Missing Features
6
Reporting Issues
6
Data Management
5
Learning Curve
5
Drivetrain features and usability ratings that predict user satisfaction
9.5
Reporting
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.3
Custom Reporting
Average: 8.5
9.5
Extended Planning
Average: 8.3
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
48 Twitter followers
LinkedIn® Page
in.linkedin.com
64 employees on LinkedIn®
Solver
By Solver
(241)4.5 out of 5
Optimized for quick response
13th Easiest To Use in Corporate Performance Management (CPM) software
View top Consulting Services for Solver
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 65% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
    • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
    • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Report Creation
    30
    Excel Integration
    18
    Reporting Efficiency
    18
    Excel Functionality
    14
    Cons
    Learning Difficulty
    16
    Learning Curve
    13
    Excel Compatibility
    8
    Missing Features
    8
    Performance Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    8.9
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    561 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 65% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a financial reporting tool that integrates with ERP systems to automate and customize reports.
  • Reviewers frequently mention the tool's user-friendly interface, customizable reporting features, and its ability to integrate with various data sources for efficient data analysis and decision-making.
  • Users mentioned issues such as slow load times, inflexible parameter naming, difficulty in customizing drill-downs in reports, and occasional complexity in setup and configuration, especially for users without technical expertise.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Report Creation
30
Excel Integration
18
Reporting Efficiency
18
Excel Functionality
14
Cons
Learning Difficulty
16
Learning Curve
13
Excel Compatibility
8
Missing Features
8
Performance Issues
7
Solver features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
8.9
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
561 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
Get a quote
Datarails
By Datarails
(170)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    Industries
    • Hospital & Health Care
    • Financial Services
    Market Segment
    • 71% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
    • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
    • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Customer Support
    28
    Reporting Efficiency
    23
    Report Creation
    22
    Data Management
    21
    Cons
    Learning Difficulty
    22
    Learning Curve
    14
    Reporting Issues
    11
    Steep Learning Curve
    10
    Implementation Difficulties
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Custom Reporting
    Average: 8.5
    8.0
    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
    1,102 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
Industries
  • Hospital & Health Care
  • Financial Services
Market Segment
  • 71% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a tool that consolidates financial data from various sources for efficient reporting and analysis.
  • Users like the flexibility of Datarails, its ability to integrate with various systems, the responsiveness of the support team, and the ease of data visualization.
  • Reviewers experienced issues with the steep learning curve, limitations in report builder formats and layouts, difficulties in mapping certain types of documents, and challenges with integrating with Quickbooks Desktop.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Customer Support
28
Reporting Efficiency
23
Report Creation
22
Data Management
21
Cons
Learning Difficulty
22
Learning Curve
14
Reporting Issues
11
Steep Learning Curve
10
Implementation Difficulties
8
Datarails features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.3
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,102 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
Get a quote
Abacum
By Abacum
(108)4.8 out of 5
Optimized for quick response
5th Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    • FP&A Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 88% Mid-Market
    • 6% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Abacum Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Customer Support
    28
    Features
    21
    Integrations
    21
    Efficiency
    18
    Cons
    Missing Features
    12
    Limitations
    8
    Improvements Needed
    6
    Difficult Setup
    5
    Integration Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Abacum features and usability ratings that predict user satisfaction
    9.6
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Custom Reporting
    Average: 8.5
    9.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Abacum
    Company Website
    Year Founded
    2020
    HQ Location
    New York City, US
    LinkedIn® Page
    www.linkedin.com
    103 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • FP&A Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 88% Mid-Market
  • 6% Small-Business
Abacum Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Customer Support
28
Features
21
Integrations
21
Efficiency
18
Cons
Missing Features
12
Limitations
8
Improvements Needed
6
Difficult Setup
5
Integration Issues
5
Abacum features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.2
Custom Reporting
Average: 8.5
9.3
Extended Planning
Average: 8.3
Seller Details
Seller
Abacum
Company Website
Year Founded
2020
HQ Location
New York City, US
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Apliqo
By Apliqo
(43)4.9 out of 5
Save to My Lists
  • 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 oursel

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Consulting
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apliqo 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
    Features
    17
    Intuitive
    14
    Flexibility
    10
    Analytics
    8
    Cons
    Learning Difficulty
    13
    Steep Learning Curve
    13
    Learning Curve
    11
    Expertise Required
    5
    Complexity
    3
  • 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: 9.1
    9.4
    Custom Reporting
    Average: 8.5
    9.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apliqo
    Company Website
    Year Founded
    2013
    HQ Location
    Zurich, CH
    Twitter
    @apliqo
    49 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 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 oursel

Users
  • Consultant
  • Senior Consultant
Industries
  • Consulting
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 30% Small-Business
Apliqo 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
Features
17
Intuitive
14
Flexibility
10
Analytics
8
Cons
Learning Difficulty
13
Steep Learning Curve
13
Learning Curve
11
Expertise Required
5
Complexity
3
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: 9.1
9.4
Custom Reporting
Average: 8.5
9.9
Extended Planning
Average: 8.3
Seller Details
Seller
Apliqo
Company Website
Year Founded
2013
HQ Location
Zurich, CH
Twitter
@apliqo
49 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Get a quote
IBM Planning Analytics
By IBM
(179)4.4 out of 5
Optimized for quick response
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 55% Enterprise
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics is a forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
    • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
    • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Efficiency
    15
    Analytics
    14
    Ease of Use
    12
    Planning
    12
    Planning Efficiency
    12
    Cons
    Learning Difficulty
    9
    Learning Curve
    8
    Missing Features
    6
    User Difficulty
    6
    Lacking Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    9.0
    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
    711,154 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    317,108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 55% Enterprise
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics is a forecasting and budgeting tool that provides advanced capabilities, real-time data access, and collaboration across multiple departments.
  • Reviewers like the tool's scalability, seamless integration with other applications, quick support, automation of budget forecasting and planning, and its ability to handle large amounts of data efficiently.
  • Reviewers noted a steep learning curve, high implementation and maintenance costs, performance issues with larger datasets, challenges in integrating Cognos Analytics on AIX servers, and the need for basic knowledge of data analytics.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Efficiency
15
Analytics
14
Ease of Use
12
Planning
12
Planning Efficiency
12
Cons
Learning Difficulty
9
Learning Curve
8
Missing Features
6
User Difficulty
6
Lacking Features
5
IBM Planning Analytics features and usability ratings that predict user satisfaction
9.0
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
711,154 Twitter followers
LinkedIn® Page
www.linkedin.com
317,108 employees on LinkedIn®
Vareto
By Vareto
(56)4.8 out of 5
12th Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterp

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 93% Mid-Market
    • 7% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vareto 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
    15
    Ease of Use
    14
    Report Creation
    10
    Easy Setup
    9
    Implementation Ease
    8
    Cons
    Missing Features
    3
    Connectivity Issues
    2
    Dashboard Limitations
    2
    Formatting Issues
    2
    Planning Challenges
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vareto features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.2
    Custom Reporting
    Average: 8.5
    8.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vareto
    Year Founded
    2020
    HQ Location
    Mountain View, CA
    Twitter
    @VaretoApp
    99 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterp

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 93% Mid-Market
  • 7% Small-Business
Vareto 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
15
Ease of Use
14
Report Creation
10
Easy Setup
9
Implementation Ease
8
Cons
Missing Features
3
Connectivity Issues
2
Dashboard Limitations
2
Formatting Issues
2
Planning Challenges
2
Vareto features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.2
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Vareto
Year Founded
2020
HQ Location
Mountain View, CA
Twitter
@VaretoApp
99 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Read Vareto Reviews
Rhythm
By Rhythm Systems
(359)4.4 out of 5
Optimized for quick response
14th Easiest To Use in Corporate Performance Management (CPM) software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic pla

    Users
    • CEO
    • Executive Assistant
    Industries
    • Hospital & Health Care
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rhythm 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
    53
    Team Collaboration
    39
    Planning
    34
    Progress Tracking
    33
    Goal Management
    31
    Cons
    Poor Usability
    18
    Learning Curve
    17
    Learning Difficulty
    15
    Missing Features
    15
    Not Intuitive
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rhythm features and usability ratings that predict user satisfaction
    7.8
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    6.7
    Custom Reporting
    Average: 8.5
    8.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rhythm Systems
    Company Website
    Year Founded
    2006
    HQ Location
    Charlotte, North Carolina
    Twitter
    @RhythmSystems
    2,914 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic pla

Users
  • CEO
  • Executive Assistant
Industries
  • Hospital & Health Care
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 28% Small-Business
Rhythm 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
53
Team Collaboration
39
Planning
34
Progress Tracking
33
Goal Management
31
Cons
Poor Usability
18
Learning Curve
17
Learning Difficulty
15
Missing Features
15
Not Intuitive
13
Rhythm features and usability ratings that predict user satisfaction
7.8
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
6.7
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Rhythm Systems
Company Website
Year Founded
2006
HQ Location
Charlotte, North Carolina
Twitter
@RhythmSystems
2,914 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
Prophix Software
By Prophix
(192)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 37% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
    • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
    • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Prophix Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    33
    Reporting
    24
    Customer Support
    21
    Efficiency
    20
    Features
    20
    Cons
    Missing Features
    12
    Learning Difficulty
    10
    Dashboard Limitations
    8
    Limitations
    8
    Dashboard Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    9.1
    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
    8.9
    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
    2,008 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    499 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 37% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix is a software that allows for quick variance analysis, multiple budget scenarios, and setting up company structure for automated consolidation process.
  • Reviewers appreciate the software's robustness, flexibility, and its ability to manage large data sets, create and customize reports, and its intuitive nature for financial planning and reporting.
  • Users mentioned difficulties in integrating with ERP, processing assumptions for forecast or budgeted balance sheets, navigating the system for infrequent users, and occasional glitches with large data sets.
Prophix Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
33
Reporting
24
Customer Support
21
Efficiency
20
Features
20
Cons
Missing Features
12
Learning Difficulty
10
Dashboard Limitations
8
Limitations
8
Dashboard Issues
7
Prophix Software features and usability ratings that predict user satisfaction
9.1
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
8.9
Extended Planning
Average: 8.3
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
2,008 Twitter followers
LinkedIn® Page
www.linkedin.com
499 employees on LinkedIn®
UTrakk
By Proaction International
(38)4.6 out of 5
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    UTrakk helps managers boost their impact in delivering their roles, driving operational performance, by focusing on improving competitive performance and employee experience. UTrakk digitalizes Pro

    Users
    No information available
    Industries
    • Food Production
    • Manufacturing
    Market Segment
    • 76% Mid-Market
    • 16% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • UTrakk 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
    3
    Scheduling Flexibility
    3
    Efficiency
    2
    Planning
    2
    Productivity Improvement
    2
    Cons
    Dashboard Limitations
    1
    Difficult Navigation
    1
    Integration Issues
    1
    Learning Curve
    1
    Limited Educational Resources
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • UTrakk features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Custom Reporting
    Average: 8.5
    9.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Proaction International
    Year Founded
    2004
    HQ Location
    Montréal, CA
    LinkedIn® Page
    www.linkedin.com
    140 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

UTrakk helps managers boost their impact in delivering their roles, driving operational performance, by focusing on improving competitive performance and employee experience. UTrakk digitalizes Pro

Users
No information available
Industries
  • Food Production
  • Manufacturing
Market Segment
  • 76% Mid-Market
  • 16% Small-Business
UTrakk 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
3
Scheduling Flexibility
3
Efficiency
2
Planning
2
Productivity Improvement
2
Cons
Dashboard Limitations
1
Difficult Navigation
1
Integration Issues
1
Learning Curve
1
Limited Educational Resources
1
UTrakk features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.0
Has the product been a good partner in doing business?
Average: 9.1
8.5
Custom Reporting
Average: 8.5
9.2
Extended Planning
Average: 8.3
Seller Details
Seller
Proaction International
Year Founded
2004
HQ Location
Montréal, CA
LinkedIn® Page
www.linkedin.com
140 employees on LinkedIn®
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