Top Free FP&A (Financial Planning & Analysis)

How Many FP&A (Financial Planning & Analysis) Products Does G2 Track?

Total Products under this Category: 297

Category Stats (Nov 2026)

  • Average Rating: 4.46/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Centage (+0.76%) - Among all products in this category, Centage recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank FP&A (Financial Planning & Analysis) Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 16,000+ Authentic Reviews
  • 297+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for FP&A (Financial Planning & Analysis)

G2 Grid® for FP&A (Financial Planning & Analysis) plotting products by satisfaction and market presence

Highlighted products: Adaptive from Workday, Anaplan, Datarails, IBM Planning Analytics, Vena, Aleph, Workiva, and Fathom.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=adaptive-from-workday&focus%5B%5D=anaplan&focus%5B%5D=datarails&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=vena&focus%5B%5D=getaleph&focus%5B%5D=workiva-workiva&focus%5B%5D=fathom)

Adaptive from Workday

Adaptive from Workday gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while Decision Intelligence enables boundless exploration across all data sources. It all happens within a responsible AI framework, zero‑retention approach, and enterprise‑grade security.

Average Rating: 4.3/5.0

Total Reviews: 451

How Do G2 Users Rate Adaptive from Workday?

  • Reporting: 8.1/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 7.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.2/10 (Category avg: 8.5/10)

Who Is the Company Behind Adaptive from Workday?

  • Seller: Workday
  • Company Website:
  • Year Founded: 2005
  • HQ Location: Pleasanton, CA
  • LinkedIn® Page: www.linkedin.com
    25,204 employees on LinkedIn®
  • Ownership: NYSE: WDAY

Who Uses This Product?

  • Who Uses This: Financial Analyst, Senior Financial Analyst
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 51% Medium, 36% Large

What Do G2 Reviewers Say About Adaptive from Workday?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Workday Adaptive Planning, making budgeting and forecasting accessible for everyone.
  • Users value the efficiency of Workday Adaptive Planning, enhancing collaboration and streamlining financial planning and forecasting processes.
  • Users value the flexibility and real-time collaboration of Workday Adaptive Planning, enhancing financial planning and decision-making.
  • Users appreciate the flexibility and user-friendliness of Workday Adaptive Planning, enhancing financial planning and collaboration significantly.
  • Users appreciate the structure, flexibility, and transparency provided by Workday Adaptive Planning for financial planning and forecasting.
Cons
  • Users find the learning curve and complexity of Workday Adaptive Planning challenging, requiring significant training and system knowledge.
  • Users often face complex setup challenges with Workday Adaptive Planning, requiring professional help and extensive training for effective use.
  • Users find a steep learning curve with Workday Adaptive Planning, requiring significant training to navigate effectively.
  • Users note a steep learning curve with Workday Adaptive Planning, requiring extensive training to navigate effectively.
  • Users find the difficult customization in Workday Adaptive Planning to be time-consuming and complex, especially for unique needs.

What Are Recent G2 Reviews of Adaptive from Workday?

What Are G2 Users Discussing About Adaptive from Workday?

IBM Planning Analytics

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.

Average Rating: 4.4/5.0

Total Reviews: 248

How Do G2 Users Rate IBM Planning Analytics?

  • Reporting: 8.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.4/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.5/10 (Category avg: 8.6/10)
  • Extended Planning: 9.1/10 (Category avg: 8.5/10)

Who Is the Company Behind IBM Planning Analytics?

  • Seller: IBM
  • Company Website:
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Who Uses This: Financial Analyst
  • Top Industries: Information Technology and Services, Financial Services
  • Company Size: 48% Large, 36% Medium

What Do G2 Reviewers Say About IBM Planning Analytics?

AI-generated summary from verified user reviews

Pros
  • Users praise IBM Planning Analytics for its high efficiency in managing data and automating tasks seamlessly.
  • Users value the planning efficiency of IBM Planning Analytics, effectively transforming chaos into structured, actionable insights.
  • Users value the speed and clarity of IBM Planning Analytics, enabling rapid modeling and insightful decision-making.
  • Users praise the ease of use of IBM Planning Analytics, enabling seamless planning and engagement with advanced insights.
  • Users appreciate the high accuracy of forecasting in IBM Planning Analytics, enabling efficient data handling and real-time insights.
Cons
  • Users find the learning curve challenging, especially for teams unfamiliar with analytics tools, requiring time and patience.
  • Users find the learning difficulty in IBM Planning Analytics can be challenging, especially for those unfamiliar with analytics tools.
  • Users find the user difficulty steep, requiring time and expertise, which may intimidate those unfamiliar with analytics tools.
  • Users find the difficult learning curve challenging, especially for teams unfamiliar with analytics tools and complex workflows.
  • Users find the complexity of IBM Planning Analytics challenging, necessitating technical expertise and patience during onboarding.

What Are Recent G2 Reviews of IBM Planning Analytics?

What Are G2 Users Discussing About IBM Planning Analytics?

Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

Average Rating: 4.9/5.0

Total Reviews: 150

How Do G2 Users Rate Aleph?

  • Reporting: 9.4/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Aleph?

  • Seller: Aleph
  • Company Website:
  • Year Founded: 2020
  • HQ Location: New York, US
  • LinkedIn® Page: www.linkedin.com
    105 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, FP&A Manager
  • Top Industries: Computer Software, Financial Services
  • Company Size: 76% Medium, 16% Small

What Do G2 Reviewers Say About Aleph?

AI-generated summary from verified user reviews

Pros
  • Users find Aleph to have a user-friendly interface that simplifies data visualization and overall data management.
  • Users appreciate the helpful customer support from Aleph, enhancing their overall experience with the platform.
  • Users value Aleph's seamless integrations, enabling streamlined communication across systems and enhancing data usability and analysis.
  • Users value the implementation ease of Aleph, praising its quick setup and seamless integration into workflows.
  • Users find Aleph's ease of implementation invaluable, allowing them to quickly integrate it into their workflows.
Cons
  • Users note the missing features in Aleph, impacting its functionality compared to more established alternatives.
  • Users report encountering occasional bugs with Aleph, but the team promptly addresses these issues with quick resolutions.
  • Users experience Excel integration issues with Aleph, finding it harder to set up than expected and inconsistent with Google Sheets.
  • Users experience slow performance with Aleph, citing long load times and frequent timeouts affecting usability.
  • Users experience software bugs, particularly with integrations, although the team addresses issues promptly and effectively.

What Are Recent G2 Reviews of Aleph?

AI can help you find the answers. G2 helps you trust them.

Connect G2 to Claude or ChatGPT for answers grounded in G2's trusted reviews, comparisons, and pricing from real user insights.

How it works
Connect G2 to ChatGPTConnect G2 to Claude

Fathom

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.

Average Rating: 4.6/5.0

Total Reviews: 173

How Do G2 Users Rate Fathom?

  • Reporting: 8.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.3/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.8/10 (Category avg: 8.6/10)
  • Extended Planning: 7.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Fathom?

Who Uses This Product?

  • Who Uses This: Controller, Accountant
  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 64% Small, 28% Medium

What Do G2 Reviewers Say About Fathom?

AI-generated summary from verified user reviews

Pros
  • Users value the extensive automation features of Fathom, which significantly enhance efficiency and reduce errors.
  • Users appreciate the versatile reporting features of Fathom, enhancing their regular reporting cycles significantly.
  • Users praise the intuitive ease of use of Fathom, finding it highly efficient and user-friendly for reporting.
  • Users appreciate the reporting efficiency of Fathom, highlighting its intuitive automation and detailed customizable reports.
  • Users value the prompt and helpful customer support of Fathom, ensuring assistance is readily available when needed.
Cons
  • Users find the missing features in Fathom, struggling with rigid templates and insufficient customization options for reporting.
  • Users face upload issues with Fathom, finding the Excel format cumbersome and desiring a more seamless process.
  • Users find customization difficulties with Fathom, wishing for more flexibility in reporting and data presentation.
  • Users face import issues, struggling with seamless data uploads and integration with MYOB EXO, adding unnecessary steps.
  • Users feel improvements are needed in Fathom's handling of accruals and reporting customization for better usability.

What Are Recent G2 Reviews of Fathom?

Drivetrain

Drivetrain is an AI-native business planning platform that does the work. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.

Average Rating: 4.7/5.0

Total Reviews: 147

How Do G2 Users Rate Drivetrain?

  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 9.4/10 (Category avg: 8.5/10)

Who Is the Company Behind Drivetrain?

  • Seller: Drivetrain
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Sunnyvale, US
  • LinkedIn® Page: in.linkedin.com
    110 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Manager
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 79% Medium, 18% Small

What Do G2 Reviewers Say About Drivetrain?

AI-generated summary from verified user reviews

Pros
  • Users find Drivetrain exceptionally easy to use, with intuitive features that streamline workflows and enhance collaboration.
  • Users find Drivetrain's report creation capabilities essential for streamlining financial reporting and enhancing collaboration.
  • Users appreciate the reporting efficiency of Drivetrain, streamlining financial processes and enhancing productivity significantly.
  • Users commend the exceptional customer support and expertise of Drivetrain's team, ensuring smooth implementation and ongoing assistance.
  • Users value the easy integrations of Drivetrain, enabling seamless connections with various systems for real-time insights.
Cons
  • Users note a significant learning curve with Drivetrain, making model building more complex than traditional spreadsheets.
  • Users note the lack of advanced modeling features and poor documentation, leading to a challenging learning experience.
  • Users face a notable learning difficulty due to the different logic in building models compared to traditional spreadsheets.
  • Users face a steep learning curve with Drivetrain, complicating model structuring compared to traditional spreadsheets.
  • Users face a difficult learning curve with Drivetrain's advanced features, requiring time and guidance for effective use.

What Are Recent G2 Reviews of Drivetrain?

Reach Reporting

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights instantly. Simplify complex analysis with AI-enhanced reporting. 3-Way Budgeting & Forecasting Our familiar spreadsheet environment lets you easily create budgets & forecasts with minimal learning curve. Leverage automatic Balance Sheet & Cash Flow projections with our 3-Way FP&A feature. Consolidation & Currency Conversion Save time with automated multi-company & multi-currency consolidation. Easy eliminations deliver professional insights at a consolidated level. Filter by company, class, or department. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Average Rating: 4.8/5.0

Total Reviews: 62

How Do G2 Users Rate Reach Reporting?

  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Reach Reporting?

  • Seller: Reach Reporting
  • Company Website:
  • Year Founded: 2015
  • HQ Location: Springville, US
  • LinkedIn® Page: www.linkedin.com
    26 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO
  • Top Industries: Accounting, Financial Services
  • Company Size: 75% Small, 20% Medium

What Do G2 Reviewers Say About Reach Reporting?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Reach Reporting, significantly simplifying month-end reporting and data presentation.
  • Users find reporting tasks significantly easier with Reach Reporting, saving time and effort with efficient templates.
  • Users appreciate the reporting efficiency of Reach Reporting, streamlining month-end tasks and automating financial reports effectively.
  • Users value the time-saving automation of Reach Reporting, simplifying financial reporting and decision-making processes.
  • Users praise the responsive customer support of Reach Reporting, highlighting its efficiency in resolving issues swiftly.
Cons
  • Users desire additional missing features like improved forecasting capabilities and enhanced budget builder functionalities.
  • Users find Reach Reporting's system to be initially complex, needing time to learn and navigate effectively.
  • Users experience connectivity issues with Reach Reporting, noting slow syncing and limitations on multiple system connections.
  • Users find the dashboard limitations frustrating, wishing for better organization and improved forecasting functionalities.
  • Users find implementation issues with Reach Reporting, particularly in merging data smoothly and using the budget builder.

What Are Recent G2 Reviews of Reach Reporting?

Prophix Software

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale.

Average Rating: 4.4/5.0

Total Reviews: 229

How Do G2 Users Rate Prophix Software?

  • Reporting: 8.5/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.9/10 (Category avg: 8.6/10)
  • Extended Planning: 8.5/10 (Category avg: 8.5/10)

Who Is the Company Behind Prophix Software?

  • Seller: Prophix
  • Company Website:
  • Year Founded: 1987
  • HQ Location: Ontario, Canada
  • LinkedIn® Page: www.linkedin.com
    586 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Senior Financial Analyst, Financial Analyst
  • Top Industries: Insurance, Construction
  • Company Size: 56% Medium, 36% Large

What Do G2 Reviewers Say About Prophix Software?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the user-friendly interface of Prophix, making onboarding and daily use quick and efficient.
  • Users highlight the efficient reporting tools in Prophix Software, streamlining processes and enhancing productivity across teams.
  • Users value the user-friendly financial management tools of Prophix Software, enhancing efficiency and team collaboration.
  • Users value the time-saving features of Prophix Software, enabling faster reporting and user onboarding processes.
  • Users appreciate the automation capabilities of Prophix Software, making financial processes streamlined and efficient.
Cons
  • Users note a steep learning curve with Prophix Software, requiring significant training and team investment to master.
  • Users find the learning curve steep, requiring significant team investment and training to navigate Prophix effectively.
  • Users face a steep learning curve with Prophix Software, requiring significant team investment to master its complexity.
  • Users experience slow performance with Prophix Software, struggling with processing times that complicate forecasting and budgeting.
  • Users find the limited functionality of Prophix's dashboards and reports a hindrance to their workflows.

What Are Recent G2 Reviews of Prophix Software?

What Are G2 Users Discussing About Prophix Software?

Coefficient

Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.

Average Rating: 4.7/5.0

Total Reviews: 206

How Do G2 Users Rate Coefficient?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Coefficient?

  • Seller: Coefficient
  • Company Website:
  • Year Founded: 2020
  • HQ Location: Palo Alto, CA
  • LinkedIn® Page: www.linkedin.com
    70 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 46% Medium, 35% Small

What Do G2 Reviewers Say About Coefficient?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Coefficient, enjoying seamless data extraction and hassle-free synchronization across tools.
  • Users value the automation capabilities of Coefficient, making data management effortless and efficient.
  • Users appreciate the seamless integrations of Coefficient, enabling effortless data flow between systems like Salesforce and QuickBooks.
  • Users value the time-saving automation of Coefficient, reclaiming hours in their weekly reporting tasks.
  • Users find easy integrations with Coefficient seamless, enhancing productivity and simplifying their data workflow considerably.
Cons
  • Users find the limited filtering options in Coefficient restrictive and detrimental to their data analysis experience.
  • Users find the feature limitations of Coefficient frustrating, particularly with filtering and integration challenges.
  • Users find the limit of Google Sheets for multiple filters and imports restricts their data management capabilities.
  • Users find the missing features in Coefficient limiting, especially with filters and integrating charts from SFDC.
  • Users face integration issues with Coefficient, leading to frustrating limitations when connecting to other tools and systems.

What Are Recent G2 Reviews of Coefficient?

Acterys

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.

Average Rating: 4.8/5.0

Total Reviews: 59

How Do G2 Users Rate Acterys?

  • Reporting: 9.7/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.6/10 (Category avg: 8.6/10)
  • Extended Planning: 9.6/10 (Category avg: 8.5/10)

Who Is the Company Behind Acterys?

  • Seller: Vena Solutions
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Toronto
  • LinkedIn® Page: www.linkedin.com
    721 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting, Information Technology and Services
  • Company Size: 66% Small, 29% Medium

What Do G2 Reviewers Say About Acterys?

AI-generated summary from verified user reviews

Pros
  • Users value the automation capabilities of Acterys, simplifying data integration and enhancing efficiency for finance and data teams.
  • Users value the seamless connectivity of Acterys, allowing easy integration with various data sources and tools.
  • Users value the easy integrations of Acterys, enhancing collaboration for finance and data teams with seamless connections.
  • Users value the intuitive integration and functionality of Acterys, enhancing data management for finance and development teams.
  • Users value the seamless integrations of Acterys, enhancing efficiency and collaboration for finance and data teams.

What Are Recent G2 Reviews of Acterys?

What Are G2 Users Discussing About Acterys?

SAS Viya

SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control.

Average Rating: 4.3/5.0

Total Reviews: 793

How Do G2 Users Rate SAS Viya?

  • Reporting: 8.2/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.2/10 (Category avg: 8.6/10)
  • Extended Planning: 7.8/10 (Category avg: 8.5/10)

Who Is the Company Behind SAS Viya?

  • Seller: SAS Institute
  • Company Website:
  • Year Founded: 1976
  • HQ Location: Cary, NC
  • LinkedIn® Page: www.linkedin.com
    15,122 employees on LinkedIn®
  • Phone: 1-800-727-0025

Who Uses This Product?

  • Who Uses This: Student, Biostatistician
  • Top Industries: Pharmaceuticals, Banking
  • Company Size: 34% Small, 33% Large

What Do G2 Reviewers Say About SAS Viya?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of SAS Viya, thanks to its simple syntax and integrated features for analytics.
  • Users commend SAS Viya for its powerful and sophisticated features that enhance data analysis and collaboration across teams.
  • Users value the powerful analytics and integration features of SAS Viya, significantly enhancing data analysis capabilities.
  • Users value the powerful data analysis capabilities of SAS Viya, enhancing efficiency and integration for various tasks.
  • Users value the modern, intuitive user interface of SAS Viya, enhancing productivity with seamless navigation and integration.
Cons
  • Users find the learning difficulty of SAS Viya challenging, especially for beginners due to its complexity and limited resources.
  • Users find SAS Viya has a steep learning curve, making it challenging for newcomers to grasp effectively.
  • Users find SAS Viya's complexity and steep learning curve challenging, hindering effective use and self-learning opportunities.
  • Users find the difficult learning curve of SAS Viya challenging, especially for beginners seeking easier comprehension.
  • Users find the licensing costs of SAS Viya to be prohibitively expensive, especially for features they don't use.

What Are Recent G2 Reviews of SAS Viya?

What Are G2 Users Discussing About SAS Viya?

Joiin

Joiin is award-winning financial consolidation, group accounting and reporting cloud-based software for businesses, CFOs, finance teams and accountancy practices. It automates multi-entity consolidation, multi-currency reporting, FX, intercompany eliminations, management accounts and financial reporting, without replacing existing accounting systems. Joiin connects to Xero, QuickBooks Online, Advance, Intuit Enterprise Suite, Sage, FreeAgent, Zoho Books, Pennylane, Puzzle, Fortnox, MYOB and spreadsheets, bringing financial data from different companies and accounting platforms into one reporting environment. Finance teams can create consolidated Profit & Loss, Balance Sheet, Cash Flow and management reports in minutes, with dashboards, KPIs, forecasts and presentation-ready report packs. Joiin supports both single-entity reporting and complex multi-entity group consolidation. Who Joiin Is For Multi-Entity Businesses & Finance Teams: CFOs, Finance Directors and Group Financial Controllers managing multiple companies, subsidiaries, currencies and accounting systems. Accountants, CPAs & Advisory Firms: Practices delivering consolidated management accounts, outsourced CFO services, multi-client reporting and financial advisory. International Groups, Holding Companies & Franchises: Organisations that need group-wide reporting, intercompany eliminations, multi-currency consolidation and reporting across different local accounting systems. Top 3 Key Benefits 1. Automate Financial Consolidation & Group Reporting Replace manual spreadsheets with automated financial consolidation and reporting. Combine companies, currencies and accounting systems, align charts of accounts, apply intercompany eliminations and produce consolidated financial statements in minutes. 2. Bring Financial & Operational Performance Together Go beyond financial statements. Combine accounting data with operational KPIs, non-financial metrics and data from systems such as Stripe. Create dashboards, customised management accounts, board packs and three-way financial forecasts for a clearer picture of business performance. 3. AI-Powered Reporting with Joiin Intelligence Joiin Intelligence brings AI into financial reporting. Ask questions in any language, automate report commentary, create report packs and use AI agents to assist with intercompany eliminations and chart of accounts management. Joiin also offers an MCP server, REST API and Microsoft Excel Add-in, connecting structured financial data to AI assistants, business intelligence tools and existing finance workflows. Awards & Trusted Credentials Joiin is a 5 star rated Intuit QuickBooks Platinum App Partner, Xero App Award winner, ICB Accredited software provider and winner of Best Financial Reporting & Consolidation Software 2026 and 2025. Trusted by 65,000+ organisations worldwide, Joiin combines powerful consolidation capabilities with straightforward setup in minutes, flexible reporting and unlimited users, clients and reports. Start a free 14-day trial with no credit card required. Create your first report in minutes at joiin.co.

Average Rating: 4.7/5.0

Total Reviews: 87

How Do G2 Users Rate Joiin?

  • Reporting: 8.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.5/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Joiin?

  • Seller: Joiin
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Exeter, UK
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: CFO, Finance Director
  • Top Industries: Accounting, Computer Software
  • Company Size: 61% Small, 36% Medium

What Do G2 Reviewers Say About Joiin?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Joiin, enjoying its intuitive navigation and streamlined reporting features.
  • Users value the ease of consolidation reporting with Joiin, significantly enhancing their management account preparation and efficiency.
  • Users appreciate the reporting efficiency of Joiin, saving time and simplifying multi-entity report preparation.
  • Users praise the excellent customer support of Joiin, noting fast responses and knowledgeable assistance whenever needed.
  • Users value the ease of report creation, praising its efficiency and user-friendly interface for customized reporting.
Cons
  • Users find inefficient reporting in Joiin, leading them to export data to Google Sheets for better formatting and updates.
  • Users find the reporting and charting features limited, necessitating external tools for effective data presentation.
  • Users find the reporting issues in Joiin frustrating, often resorting to other tools for finalizing accounts.
  • Users find the limited reporting functionality of Joiin inadequate, often needing external tools for better results.
  • Users find formatting issues in reports and exports that require additional cleanup for optimal presentation.

What Are Recent G2 Reviews of Joiin?

What Are G2 Users Discussing About Joiin?

Clockwork.ai

The clarity a CFO brings, for businesses without one. Clockwork is AI financial forecasting software for businesses that use QuickBooks, Xero, or Excel. It turns your books into a complete financial picture, with a 52-week cash flow forecast, a 5-year financial model, and what-if scenarios, so owners can make better decisions with the clarity a CFO brings. Mira, the built-in AI financial analyst, answers plain-English questions from live accounting data. Setup takes about five minutes. Built by a former outsourced CFO and the official FP&A partner of Thomson Reuters. Trusted by 3,000+ businesses.

Average Rating: 4.9/5.0

Total Reviews: 47

How Do G2 Users Rate Clockwork.ai?

  • Reporting: 9.6/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.3/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Clockwork.ai?

  • Seller: Clockwork
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Chicago, US
  • LinkedIn® Page: www.linkedin.com
    13 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 91% Small, 9% Medium

What Do G2 Reviewers Say About Clockwork.ai?

AI-generated summary from verified user reviews

Pros
  • Users praise the exceptional customer support from Clockwork.ai, making onboarding and implementation a seamless experience.
  • Users highlight the ease of use of Clockwork.ai, appreciating its quick implementation and user-friendly design.
  • Users highlight the ease of implementation with Clockwork.ai, thanks to exceptional support and intuitive design.
  • Users praise the implementation ease of Clockwork.ai, highlighting its straightforward setup and responsive support from the team.
  • Users praise the automation features of Clockwork.ai for their ease of use and impactful results in financial management.
Cons
  • Users note that loading times can be slow, taking 1-3 seconds to update and access features.
  • Users notice the slow performance of Clockwork.ai, especially during loading and updating processes.
  • Users note some performance issues, mentioning that loading and updating take 1-3 seconds, which is acceptable overall.
  • Users note that update issues can lead to minor delays, although overall performance remains acceptable.

What Are Recent G2 Reviews of Clockwork.ai?

Apliqo

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 ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer.

Average Rating: 4.9/5.0

Total Reviews: 43

How Do G2 Users Rate Apliqo?

  • Reporting: 9.9/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 9.9/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.4/10 (Category avg: 8.6/10)
  • Extended Planning: 9.9/10 (Category avg: 8.5/10)

Who Is the Company Behind Apliqo?

  • Seller: Apliqo
  • Year Founded: 2013
  • HQ Location: Zurich, CH
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Consultant, Senior Consultant
  • Top Industries: Consulting, Information Technology and Services
  • Company Size: 62% Medium, 31% Small

What Do G2 Reviewers Say About Apliqo?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Apliqo, appreciating its intuitive interface and seamless integration with TM1.
  • Users praise Apliqo for its intuitive design, making planning analytics easy and enjoyable for everyone.
  • Users value the intuitive dashboards of Apliqo, enhancing data visualization and streamlining decision-making for better efficiency.
  • Users value the ease of development and built-in features, enhancing their experience with data interrogation.
  • Users highlight the intuitive and easy-to-use planning tools in Apliqo, which streamline budgeting and forecasting processes.
Cons
  • Users experience a steep learning curve with Apliqo, requiring technical knowledge for effective usage and customization.
  • Users note a learning difficulty due to the need for prior knowledge in TM1, MDX, CSS, and JSON.
  • Users note a steep learning curve for Apliqo, particularly for those lacking technical knowledge like TM1 or MDX.
  • Users note the expertise required in TM1, MDX, CSS, and JSON can hinder experience for less technical developers.
  • Users face customization difficulties with Apliqo, requiring technical skills that may hinder non-expert developers.

What Are Recent G2 Reviews of Apliqo?

Spotlight Reporting

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Spotlight Reporting?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom Reporting: 9.2/10 (Category avg: 8.6/10)
  • Extended Planning: 8.3/10 (Category avg: 8.5/10)

Who Is the Company Behind Spotlight Reporting?

Who Uses This Product?

  • Top Industries: Accounting
  • Company Size: 63% Small, 21% Medium

What Are Recent G2 Reviews of Spotlight Reporting?

What Are G2 Users Discussing About Spotlight Reporting?

Jedox

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​

Average Rating: 4.3/5.0

Total Reviews: 160

How Do G2 Users Rate Jedox?

  • Reporting: 8.8/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 9.2/10)
  • Custom Reporting: 8.7/10 (Category avg: 8.6/10)
  • Extended Planning: 8.8/10 (Category avg: 8.5/10)

Who Is the Company Behind Jedox?

  • Seller: Jedox
  • Company Website:
  • Year Founded: 2002
  • HQ Location: Freiburg, Germany
  • LinkedIn® Page: www.linkedin.com
    405 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Controller, Head of Controlling
  • Top Industries: Information Technology and Services, Accounting
  • Company Size: 51% Medium, 28% Small

What Do G2 Reviewers Say About Jedox?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Jedox, enjoying seamless data integration and simplified budgeting tasks.
  • Users value the integrated reporting capabilities of Jedox, streamlining their planning and enhancing consistency in data management.
  • Users value the integrated budgeting management of Jedox, enhancing consistency and simplifying financial planning processes.
  • Users appreciate the flexibility of Jedox, benefiting from seamless integration and rapid implementation of changes.
  • Users value the broad integration options of Jedox, enhancing flexibility and streamlining workflows across their tasks.
Cons
  • Users find the learning curve steep, making onboarding and complex modeling challenging for new users.
  • Users find the learning difficulty of Jedox challenging, complicating the onboarding and initial setup processes significantly.
  • Users find complex modeling in Jedox challenging, needing extensive training and facing speed issues with detailed reports.
  • Users find the setup difficulty of Jedox challenging, leading to frustration and longer onboarding times for new users.
  • Users find the complexity of Jedox challenging due to its learning curve and limitations with data organization.

What Are Recent G2 Reviews of Jedox?

What Are G2 Users Discussing About Jedox?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated November 2, 2026