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Best Financial Analysis Software for for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Analysis 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 Small Business Financial Analysis category.

In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Small Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from a small 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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27 Listings in Small Business Financial Analysis Available

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LiveFlow
By LiveFlow
(253)4.9 out of 5
Optimized for quick response
1st Easiest To Use in Financial Analysis software
View top Consulting Services for LiveFlow
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Meet your finance team's new superpower: LiveFlow eliminates the endless hours of manual financial reporting that keep CFOs and their teams stuck instead of driving strategic value. By automating your

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 80% Small-Business
    • 19% 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.
    • LiveFlow is a financial reporting and accounting platform that automates financial reporting and budgeting by syncing with Quick Books Online in real-time.
    • Reviewers frequently mention that LiveFlow saves them significant time by automating report generation, providing seamless integration with Google Sheets and QuickBooks Online, and offering customizable report templates.
    • Users mentioned that LiveFlow can struggle with complex or custom financial reports that require deep customization, and working with large datasets can sometimes slow down or freeze the system.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LiveFlow 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
    75
    Time-Saving
    67
    Time-saving
    57
    Reporting Efficiency
    54
    Efficiency
    48
    Cons
    Expensive
    12
    Missing Features
    11
    Excel Integration Issues
    10
    Excel Compatibility
    7
    Learning Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.3
    Custom Reports
    Average: 8.6
    9.3
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Meet your finance team's new superpower: LiveFlow eliminates the endless hours of manual financial reporting that keep CFOs and their teams stuck instead of driving strategic value. By automating your

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 80% Small-Business
  • 19% 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.
  • LiveFlow is a financial reporting and accounting platform that automates financial reporting and budgeting by syncing with Quick Books Online in real-time.
  • Reviewers frequently mention that LiveFlow saves them significant time by automating report generation, providing seamless integration with Google Sheets and QuickBooks Online, and offering customizable report templates.
  • Users mentioned that LiveFlow can struggle with complex or custom financial reports that require deep customization, and working with large datasets can sometimes slow down or freeze the system.
LiveFlow 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
75
Time-Saving
67
Time-saving
57
Reporting Efficiency
54
Efficiency
48
Cons
Expensive
12
Missing Features
11
Excel Integration Issues
10
Excel Compatibility
7
Learning Difficulty
7
LiveFlow features and usability ratings that predict user satisfaction
9.3
Custom Reports
Average: 8.6
9.3
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom KPIs
Average: 8.5
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
Syft
By Syft Analytics
(75)4.8 out of 5
14th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syft 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
    Reporting
    36
    Ease of Use
    30
    Customer Support
    26
    Reporting Efficiency
    26
    Easy Integrations
    19
    Cons
    Learning Curve
    6
    Expensive
    5
    Learning Difficulty
    5
    Reporting Issues
    5
    Steep Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.6
    9.1
    Report Types
    Average: 8.7
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    521 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    74 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft 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
Reporting
36
Ease of Use
30
Customer Support
26
Reporting Efficiency
26
Easy Integrations
19
Cons
Learning Curve
6
Expensive
5
Learning Difficulty
5
Reporting Issues
5
Steep Learning Curve
5
Syft features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.6
9.1
Report Types
Average: 8.7
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom KPIs
Average: 8.5
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
521 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
Read Syft Reviews

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G-Accon
By G-Accon
(174)4.7 out of 5
6th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    G-Accon is an award-winning Google Sheets add-on that seamlessly and bi-directionally integrates Cloud Accounting platforms, including Xero, QuickBooks Online, FreshBooks, and Sage with Google Sheets.

    Users
    • Controller
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 64% Small-Business
    • 34% 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.
    • G-Accon is a tool that integrates with Google Sheets and accounting systems like Xero and Quickbooks, automating data syncing and reporting to streamline financial workflows.
    • Users frequently mention the significant time savings from automated data syncing and reporting, the ability to customize reports, and the responsive customer support.
    • Users experienced a learning curve with the software, occasional awkwardness with the interface, and some found the initial setup and navigation to be less intuitive.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • G-Accon 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
    137
    Time-Saving
    70
    Reporting
    69
    Automation
    66
    Time-saving
    61
    Cons
    Reporting Issues
    45
    Inefficient Reporting
    33
    Limitations
    19
    Confusion
    16
    Poor Design
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    8.0
    Custom Reports
    Average: 8.6
    8.1
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.1
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,448 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

G-Accon is an award-winning Google Sheets add-on that seamlessly and bi-directionally integrates Cloud Accounting platforms, including Xero, QuickBooks Online, FreshBooks, and Sage with Google Sheets.

Users
  • Controller
Industries
  • Accounting
  • Financial Services
Market Segment
  • 64% Small-Business
  • 34% 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.
  • G-Accon is a tool that integrates with Google Sheets and accounting systems like Xero and Quickbooks, automating data syncing and reporting to streamline financial workflows.
  • Users frequently mention the significant time savings from automated data syncing and reporting, the ability to customize reports, and the responsive customer support.
  • Users experienced a learning curve with the software, occasional awkwardness with the interface, and some found the initial setup and navigation to be less intuitive.
G-Accon 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
137
Time-Saving
70
Reporting
69
Automation
66
Time-saving
61
Cons
Reporting Issues
45
Inefficient Reporting
33
Limitations
19
Confusion
16
Poor Design
14
G-Accon features and usability ratings that predict user satisfaction
8.0
Custom Reports
Average: 8.6
8.1
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.1
Custom KPIs
Average: 8.5
Seller Details
Seller
G-Accon
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,448 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Read G-Accon Reviews
Mosaic Tech
By Mosaic Tech
(212)4.7 out of 5
12th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    8.3
    Custom Reports
    Average: 8.6
    8.8
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Custom KPIs
    Average: 8.5
  • 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
8.3
Custom Reports
Average: 8.6
8.8
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.2
Custom KPIs
Average: 8.5
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
Global Database Business Credit Reporting
By Global Data Intelligence Limited
(34)4.6 out of 5
11th Easiest To Use in Financial Analysis software
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.

    When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

    Users
    No information available
    Industries
    • Transportation/Trucking/Railroad
    • Information Technology and Services
    Market Segment
    • 85% Small-Business
    • 12% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Global Database Business Credit Reporting 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
    Data Accuracy
    1
    Data Management
    1
    Ease of Use
    1
    Efficiency
    1
    Insights
    1
    Cons
    Data Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Global Database Business Credit Reporting features and usability ratings that predict user satisfaction
    0.0
    No information available
    0.0
    No information available
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Global Data Intelligence Limited
    Year Founded
    2015
    HQ Location
    Northampton, UK
    Twitter
    @Global_Database
    1,631 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    30 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

Users
No information available
Industries
  • Transportation/Trucking/Railroad
  • Information Technology and Services
Market Segment
  • 85% Small-Business
  • 12% Mid-Market
Global Database Business Credit Reporting 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
Data Accuracy
1
Data Management
1
Ease of Use
1
Efficiency
1
Insights
1
Cons
Data Management
1
Global Database Business Credit Reporting features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
10.0
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
Seller Details
Seller
Global Data Intelligence Limited
Year Founded
2015
HQ Location
Northampton, UK
Twitter
@Global_Database
1,631 Twitter followers
LinkedIn® Page
www.linkedin.com
30 employees on LinkedIn®
Read Global Database Business Credit Reporting Reviews
Celonis
By Celonis
(285)4.5 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.

    About Celonis Since 2011, Celonis has helped thousands of the world’s largest and most esteemed companies yield immediate cash impact, radically improve customer experience, and reduce carbon emis

    Users
    • Senior Consultant
    • Analyst
    Industries
    • Information Technology and Services
    • Oil & Energy
    Market Segment
    • 67% Enterprise
    • 18% 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.
    • Celonis is a data analysis tool that provides end-to-end process view along with standard and customized KPIs in a single view, and integrates with other source systems.
    • Reviewers appreciate the user-friendly interface, the ability to handle large amounts of data, the continuous addition of new features, and the dedicated customer service team.
    • Users reported issues with slow loading times for some features, difficulties with customer support, and a steep learning curve for mastering the full capabilities of the tool.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Celonis 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
    Features
    23
    Innovation
    20
    Insights
    19
    Analytics
    18
    Cons
    Complexity
    13
    Expensive
    12
    Learning Curve
    11
    Missing Features
    11
    Slow Performance
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Celonis features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.6
    8.4
    Report Types
    Average: 8.7
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Celonis
    Company Website
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @Celonis
    17,627 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,397 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

About Celonis Since 2011, Celonis has helped thousands of the world’s largest and most esteemed companies yield immediate cash impact, radically improve customer experience, and reduce carbon emis

Users
  • Senior Consultant
  • Analyst
Industries
  • Information Technology and Services
  • Oil & Energy
Market Segment
  • 67% Enterprise
  • 18% 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.
  • Celonis is a data analysis tool that provides end-to-end process view along with standard and customized KPIs in a single view, and integrates with other source systems.
  • Reviewers appreciate the user-friendly interface, the ability to handle large amounts of data, the continuous addition of new features, and the dedicated customer service team.
  • Users reported issues with slow loading times for some features, difficulties with customer support, and a steep learning curve for mastering the full capabilities of the tool.
Celonis 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
Features
23
Innovation
20
Insights
19
Analytics
18
Cons
Complexity
13
Expensive
12
Learning Curve
11
Missing Features
11
Slow Performance
9
Celonis features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.6
8.4
Report Types
Average: 8.7
8.9
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom KPIs
Average: 8.5
Seller Details
Seller
Celonis
Company Website
Year Founded
2011
HQ Location
New York
Twitter
@Celonis
17,627 Twitter followers
LinkedIn® Page
www.linkedin.com
3,397 employees on LinkedIn®
Upmetrics
By Upmetrics
(25)4.8 out of 5
Save to My Lists
Entry Level Price:$7.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 88% Small-Business
    • 12% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Upmetrics 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
    12
    Forecasting
    8
    Customer Support
    6
    Time-saving
    6
    Templates
    5
    Cons
    Limited Integration
    4
    Limited Templates
    4
    Lack of Tutorials
    2
    Affordability Issues
    1
    Complexity
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Upmetrics features and usability ratings that predict user satisfaction
    9.3
    Custom Reports
    Average: 8.6
    10.0
    Report Types
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Upmetrics
    Year Founded
    2019
    HQ Location
    Surat, Gujarat
    Twitter
    @upmetrics
    175 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.

Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

Users
No information available
Industries
  • Computer Software
Market Segment
  • 88% Small-Business
  • 12% Mid-Market
Upmetrics 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
12
Forecasting
8
Customer Support
6
Time-saving
6
Templates
5
Cons
Limited Integration
4
Limited Templates
4
Lack of Tutorials
2
Affordability Issues
1
Complexity
1
Upmetrics features and usability ratings that predict user satisfaction
9.3
Custom Reports
Average: 8.6
10.0
Report Types
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.7
Custom KPIs
Average: 8.5
Seller Details
Seller
Upmetrics
Year Founded
2019
HQ Location
Surat, Gujarat
Twitter
@upmetrics
175 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Read Upmetrics Reviews
Causal
By Causal
(255)4.6 out of 5
Optimized for quick response
Save to My Lists
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
    • Founder
    • CEO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Causal 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
    17
    Modeling
    13
    Features
    12
    Forecasting Efficiency
    11
    Customer Support
    9
    Cons
    Learning Curve
    10
    Learning Difficulty
    10
    Steep Learning Curve
    10
    Missing Features
    6
    Affordability Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.6
    8.2
    Report Types
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Causal
    Company Website
    Year Founded
    2019
    HQ Location
    London, GB
    Twitter
    @CausalHQ
    7,963 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 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
  • Founder
  • CEO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal 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
17
Modeling
13
Features
12
Forecasting Efficiency
11
Customer Support
9
Cons
Learning Curve
10
Learning Difficulty
10
Steep Learning Curve
10
Missing Features
6
Affordability Issues
3
Causal features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.6
8.2
Report Types
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom KPIs
Average: 8.5
Seller Details
Seller
Causal
Company Website
Year Founded
2019
HQ Location
London, GB
Twitter
@CausalHQ
7,963 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Jirav
By Jirav
(184)4.7 out of 5
Optimized for quick response
View top Consulting Services for Jirav
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.

    Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

    Users
    • CFO
    • Controller
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jirav 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
    21
    Customer Support
    19
    Financial Management
    17
    Forecasting
    16
    Forecasting Efficiency
    14
    Cons
    Learning Curve
    15
    Learning Difficulty
    14
    Steep Learning Curve
    13
    Data Management
    5
    Difficult Setup
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jirav features and usability ratings that predict user satisfaction
    8.6
    Custom Reports
    Average: 8.6
    8.8
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,122 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

Users
  • CFO
  • Controller
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 35% Mid-Market
Jirav 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
21
Customer Support
19
Financial Management
17
Forecasting
16
Forecasting Efficiency
14
Cons
Learning Curve
15
Learning Difficulty
14
Steep Learning Curve
13
Data Management
5
Difficult Setup
5
Jirav features and usability ratings that predict user satisfaction
8.6
Custom Reports
Average: 8.6
8.8
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.6
Custom KPIs
Average: 8.5
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,122 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
Get a quote
Jedox
By Jedox
(181)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.

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

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
    • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
    • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Integrations
    15
    Efficiency
    12
    Customer Support
    11
    Easy Integrations
    11
    Cons
    Learning Curve
    11
    Learning Difficulty
    10
    Complexity
    7
    Not Intuitive
    7
    Setup Difficulty
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.6
    8.7
    Report Types
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,717 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    382 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customization options for workflows, dashboards, and reports.
  • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
  • Users mentioned that the method of expanding from summary to detailed in the reports is clunky, the program is not always user-friendly, and it requires a stable internet connection for optimal functionality.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Integrations
15
Efficiency
12
Customer Support
11
Easy Integrations
11
Cons
Learning Curve
11
Learning Difficulty
10
Complexity
7
Not Intuitive
7
Setup Difficulty
6
Jedox features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.6
8.7
Report Types
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom KPIs
Average: 8.5
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,717 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
Get a quote
Velixo
By Velixo
(120)4.8 out of 5
3rd Easiest To Use in Financial Analysis software
View top Consulting Services for Velixo
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    Industries
    • Construction
    • Accounting
    Market Segment
    • 59% Mid-Market
    • 35% 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.
    • Velixo is a tool designed to provide real-time data from accounting software, with features that work seamlessly with Acumatica.
    • Users like the ability of Velixo to provide direct access to data, enabling quick pivoting and saving countless hours using ERP software's export functionality, and its flexibility in producing tables according to user needs.
    • Users reported issues with Velixo such as having to clear cached data for updates, encountering technical errors when refreshing data, needing to log in each time the tool is used, and challenges in initial setup and figuring out how to get the desired data.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Velixo 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
    Excel Integration
    35
    Reporting Efficiency
    31
    Features
    23
    Customer Support
    19
    Cons
    Learning Curve
    8
    Refresh Issues
    8
    Formula Issues
    7
    Steep Learning Curve
    7
    Excel Dependency
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    9.1
    Custom Reports
    Average: 8.6
    9.1
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    77 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
Industries
  • Construction
  • Accounting
Market Segment
  • 59% Mid-Market
  • 35% 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.
  • Velixo is a tool designed to provide real-time data from accounting software, with features that work seamlessly with Acumatica.
  • Users like the ability of Velixo to provide direct access to data, enabling quick pivoting and saving countless hours using ERP software's export functionality, and its flexibility in producing tables according to user needs.
  • Users reported issues with Velixo such as having to clear cached data for updates, encountering technical errors when refreshing data, needing to log in each time the tool is used, and challenges in initial setup and figuring out how to get the desired data.
Velixo 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
Excel Integration
35
Reporting Efficiency
31
Features
23
Customer Support
19
Cons
Learning Curve
8
Refresh Issues
8
Formula Issues
7
Steep Learning Curve
7
Excel Dependency
6
Velixo features and usability ratings that predict user satisfaction
9.1
Custom Reports
Average: 8.6
9.1
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom KPIs
Average: 8.5
Seller Details
Seller
Velixo
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
77 Twitter followers
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Read Velixo Reviews
Finmark
By BILL (previously Bill.com)
(16)4.6 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.

    Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 94% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Finmark features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.6
    8.3
    Report Types
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BILL (previously Bill.com)
    Year Founded
    2006
    HQ Location
    San Jose, CA
    Twitter
    @billcom
    17,471 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,137 employees on LinkedIn®
    Ownership
    NYSE: BILL
Product Description
How are these determined?Information
This description is provided by the seller.

Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the

Users
No information available
Industries
No information available
Market Segment
  • 94% Small-Business
Finmark features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.6
8.3
Report Types
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
7.8
Custom KPIs
Average: 8.5
Seller Details
Seller
BILL (previously Bill.com)
Year Founded
2006
HQ Location
San Jose, CA
Twitter
@billcom
17,471 Twitter followers
LinkedIn® Page
www.linkedin.com
3,137 employees on LinkedIn®
Ownership
NYSE: BILL
Read Finmark Reviews
Datarails
By Datarails
(169)4.6 out of 5
Optimized for quick response
15th Easiest To Use in Financial Analysis software
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
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 70% 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
    8.8
    Custom Reports
    Average: 8.6
    8.3
    Report Types
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom KPIs
    Average: 8.5
  • 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
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 70% 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
8.8
Custom Reports
Average: 8.6
8.3
Report Types
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom KPIs
Average: 8.5
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
Vena
By Vena Solutions
(320)4.5 out of 5
Optimized for quick response
10th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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
    9.0
    Custom Reports
    Average: 8.6
    8.8
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.5
  • 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
9.0
Custom Reports
Average: 8.6
8.8
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.5
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
Clockwork
By Clockwork
(41)4.9 out of 5
9th Easiest To Use in Financial Analysis software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AI-powered FP&A software for professionals Join the fastest growing firms of all sizes that use Clockwork to launch + grow advisory services, offer client results in minutes, and build a more p

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 90% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clockwork Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    16
    Financial Management
    11
    Customer Experience
    8
    Forecasting Efficiency
    8
    Cons
    Steep Learning Curve
    3
    Learning Curve
    2
    Performance Issues
    2
    Slow Loading
    2
    Slow Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork features and usability ratings that predict user satisfaction
    9.7
    Custom Reports
    Average: 8.6
    9.6
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Custom KPIs
    Average: 8.5
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    116 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AI-powered FP&A software for professionals Join the fastest growing firms of all sizes that use Clockwork to launch + grow advisory services, offer client results in minutes, and build a more p

Users
No information available
Industries
  • Accounting
Market Segment
  • 90% Small-Business
  • 10% Mid-Market
Clockwork Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
16
Financial Management
11
Customer Experience
8
Forecasting Efficiency
8
Cons
Steep Learning Curve
3
Learning Curve
2
Performance Issues
2
Slow Loading
2
Slow Performance
2
Clockwork features and usability ratings that predict user satisfaction
9.7
Custom Reports
Average: 8.6
9.6
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Custom KPIs
Average: 8.5
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
116 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
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