# Best FP&A Software for Small Business *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall FP&A (Financial Planning & 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 FP&A (Financial Planning & 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 FP&A (Financial Planning & Analysis) category. In addition to qualifying for inclusion in the FP&A Software category, to qualify for inclusion in the Small Business FP&A Software category, a product must have at least 10 reviews left by a reviewer from a small business. ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 268 ### Category Stats (May 2026) - **Average Rating**: 4.44/5 - **New Reviews This Quarter**: 242 - **Buyer Segments**: Mid-Market 56% │ Small-Business 24% │ Enterprise 20% - **Top Trending Product**: SAS Intelligent Performance Management (+0.121) *Last updated: May 18, 2026* ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 12,400+ Authentic Reviews - 268+ 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. ## Top FP&A Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (392 reviews) | Multi-dimensional driver-based planning with real-time calculation | "[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)" | | 2 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (224 reviews) | TM1-powered multidimensional planning with Excel integration | "[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (466 reviews) | Excel-native budgeting with centralized database control | "[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)" | | 4 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (322 reviews) | Excel-native consolidation with live ERP integration | "[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)" | | 5 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,125 reviews) | Linked financial reporting with audit trails | "[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)" | | 6 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (146 reviews) | Multi-ERP consolidation with extensible dimensionality | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 7 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (487 reviews) | Excel-native consolidation with multi-ERP drill-through | "[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)" | | 8 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (98 reviews) | Excel-native FP&A with ERP data automation | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 9 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-to-spreadsheet live actuals and consolidation | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 10 | [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) | 4.6/5.0 (22 reviews) | — | "[Easy to Use, with Helpful Hidden Extras](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033)" | ## Which Type of FP&A Software Tools Are You Looking For? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) *(current)* - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) --- **Sponsored** ### Cube Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=122537&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis&secure%5Btoken%5D=ae9e8a6bf5fc2faa18a5c9eba8549d7562f65fc8e6dff9133af0283014d9957c&secure%5Burl%5D=https%3A%2F%2Fwww.cubesoftware.com%2F%3Futm_source%3Dg2%26utm_medium%3Dcpc%26utm_campaign%3Ddefault&secure%5Burl_type%5D=book_demo) --- ## Buyer Guide: Key Questions for Choosing FP&A Software Software ### What does Financial Planning & Analysis software do? I define Financial Planning & Analysis software as the system finance teams use to plan budgets, build forecasts, track actuals, and explain business performance. Across the G2 reviews I analyzed, users connect FP&A tools with reporting, budgeting, forecasting, variance analysis, scenario modeling, ERP data, Excel workflows, dashboards, and finance collaboration. These platforms help teams pull financial and operational data into a planning environment where models, reports, and assumptions can be updated with more control. The category matters most when finance work is still spread across offline spreadsheets, manual exports, version conflicts, and repeated data refreshes. ### Why do businesses use Financial Planning & Analysis software? When I reviewed G2 feedback for this category, I saw a clear need for faster planning cycles and more trusted financial data. Finance teams wanted to spend less time reconciling files and more time reviewing what the numbers meant. - **Budgeting and forecasting:** Users rely on FP&A tools to build budgets, update forecasts, and adjust assumptions as business conditions change. - **Reporting speed:** Reviewers often describe faster monthly reporting, board reporting, and management reporting after connecting data sources. - **Data consolidation:** Teams use these platforms to bring ERP, accounting, payroll, headcount, and operational data into one planning view. - **Spreadsheet control:** Many users value Excel-like modeling while reducing version issues, formula risk, and manual refresh work. Adoption friction around learning curves, setup effort, slow performance with large models, dashboard limits, and integration work needs close review. ### Who uses Financial Planning & Analysis software primarily? After looking across G2 reviewer profiles, I found that FP&A software is used by finance roles that own planning, reporting, and business performance analysis. - **FP&A analysts and managers:** Build forecasts, run variance analysis, update models, and prepare recurring reports. - **CFOs and finance leaders:** Review financial performance, cash outlook, budget scenarios, and planning assumptions. - **Controllers and accounting teams:** Connect actuals, close data, financial statements, and reporting packages. - **Strategic finance teams:** Model growth plans, headcount, revenue, margin, and scenario changes. - **EPM and finance systems admins:** Manage integrations, templates, permissions, workflows, and reporting structures. ### What types of Financial Planning & Analysis software should I consider? When I compare G2 review themes, FP&A tools are usually split by planning depth, company size, and the degree to which teams want to stay connected to spreadsheets. - **Spreadsheet-connected FP&A tools:** Suited to finance teams that want Excel or Google Sheets workflows tied to live data. - **Enterprise performance management platforms:** Built around complex planning, consolidation, reporting, permissions, and multi-entity needs. - **Budgeting and forecasting platforms:** Useful for annual budgets, rolling forecasts, scenario planning, and department-level inputs. - **Reporting and consolidation tools:** Designed for monthly reporting, variance analysis, dashboards, and board-ready finance packages. - **Small business planning tools:** A strong match for cash flow planning, simple budgets, KPI tracking, and owner-friendly reporting. ### What are the core features to look for in Financial Planning & Analysis software? Based on data for FP&A platforms on G2, the capabilities that consistently separate strong tools from basic spreadsheets include: - **Live financial data connections:** ERP, accounting, payroll, CRM, and data warehouse integrations should keep actuals and planning inputs current. - **Budgeting and forecasting models:** Teams need flexible assumptions, scenario planning, driver-based models, and forecast updates. - **Spreadsheet-native modeling:** Excel or sheet-style workflows help finance users keep familiar modeling habits with stronger controls. - **Reporting and variance analysis:** Dashboards, management reports, board packs, financial statements, and variance views should be easy to refresh. - **Collaboration and governance:** Permissions, approvals, version control, audit history, and workflow visibility matter when multiple teams contribute. ### What trends are shaping Financial Planning & Analysis software right now? From the G2 data I evaluated for FP&A, several shifts are defining this category: - **AI moving into core finance workflows** as CFOs accelerate investment in forecasting automation and planning productivity. - **Continuous planning replacing static annual cycles** as volatility makes fixed budgets harder to act on. - **Finance transformation rising on the CFO agenda** as digital optimization, automation, and data infrastructure become priorities. - **FP&A shifting closer to business decision support** as finance teams are expected to deliver cost discipline and growth guidance alongside numbers. - **Data quality emerging as the foundational constraint** as dispersed sources and inconsistent reporting limit how much planning outputs can be trusted. ### How should I choose Financial Planning & Analysis software? I suggest starting with the finance workflow that creates the most manual work today. Teams struggling with reporting should prioritize live data connections, variance analysis, refresh controls, and board-ready outputs. Finance groups that spend more time on budgeting and forecasting should review scenario modeling, assumptions, workflow approvals, and department input. For teams that still work heavily in Excel, spreadsheet-native modeling and version control deserve extra weight. I also advise reviewing implementation support, model performance, integration quality, dashboard flexibility, and learning curve because G2 reviewers often tie those details to long-term adoption. --- ## What Are the Top-Rated FP&A Software Products in 2026? ### 1. [Anaplan](https://www.g2.com/products/anaplan/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 392 **Product Description:** Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users find Anaplan's **ease of use** remarkable, highlighting its intuitive interface and seamless integration for diverse planning needs. - Users value the **flexibility** of Anaplan, enabling tailored planning models that adapt and enhance their business needs. - Users praise Anaplan’s **user-friendly features** and flexibility, enabling seamless collaboration across various business functions. - Users value Anaplan for its **efficiency** in connected planning, enabling quick adaptations to changing business needs. - Users value the **ease of use and scalability** of Anaplan, enhancing their planning and decision-making processes. **Cons:** - Users face **performance limitations** in Anaplan, particularly with large datasets and costly AI features, impacting usability. - Users are frustrated by the **missing features** in Anaplan, such as limited public APIs and data visualization tools. - Users often find the **learning curve steep** , requiring expertise to fully leverage Anaplan's capabilities effectively. - Users experience frustrating **performance issues** with Anaplan, particularly with slow loading times and complex recalculations. - Users find a **lack of features** in Anaplan, noting missing functionalities despite community demand and high costs. #### What Are Recent G2 Reviews of Anaplan? **"[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)"** **Rating:** 5.0/5.0 stars *— Tony V.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12677648) --- **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment ### 2. [LiveFlow](https://www.g2.com/products/liveflow/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 332 **Product Description:** LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts. ### What Do G2 Reviewers Say About LiveFlow? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of LiveFlow, finding it simplifies financial reporting and enhances efficiency significantly. - Users find that LiveFlow delivers **significant time savings** , streamlining month-end processes with its intuitive features. - Users value the **time-saving features** of LiveFlow, significantly reducing month-end review efforts and enhancing report quality. - Users value the **reporting efficiency** of LiveFlow, saving time and improving accuracy in financial reporting processes. - Users highlight **efficiency** improvements with LiveFlow, drastically reducing time spent on financial reporting and data management. **Cons:** - Users note the **missing features** , particularly in integration and budget pulling from accounting software like QuickBooks. - Users find **limited customization** options in LiveFlow, hindering the creation of tailored financial reports and integrations. - Users express frustration with **inefficient reporting** in LiveFlow, requiring manual adjustments and lacking direct replication from QuickBooks. - Users find the **pricing steep** for LiveFlow, especially for early-stage businesses, making it a significant investment. - Users find **limited reporting capabilities** in LiveFlow, requiring manual adjustments and lacking deeper customization options. #### Key Features - Data Import - Historical Data - Variance Analysis - Data Import - Report Templates #### What Are Recent G2 Reviews of LiveFlow? **"[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)"** **Rating:** 5.0/5.0 stars *— Jessica E.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-12166608) --- **"[Reliable, Fast, and Supportive – Liveflow Is a Game-Changer for Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-11110255)"** **Rating:** 4.5/5.0 stars *— Zaid N.* [Read full review](https://www.g2.com/survey_responses/liveflow-review-11110255) --- #### What Are G2 Users Discussing About LiveFlow? - [What is LiveFlow Google Sheets Add-On used for?](https://www.g2.com/discussions/what-is-liveflow-google-sheets-add-on-used-for) ### 3. [Datarails](https://www.g2.com/products/datarails/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 322 **Product Description:** Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **ease of use** of Datarails, appreciating its intuitive features and seamless integration with Excel. - Users value the **reporting efficiency** of Datarails, which greatly enhances financial analysis and simplifies budget processes. - Users value the **Excel integration** feature of Datarails, enhancing their efficiency while leveraging familiar tools for analysis. - Users praise Datarails for its **efficient data management** , streamlining financial reporting and enhancing accuracy across various sources. - Users commend Datarails for its **remarkable efficiency** , streamlining data processes and reducing manual tasks effectively. **Cons:** - Users find the **learning difficulty** of Datarails challenging, especially when beginning to build reports and troubleshoot. - Users find a **steep learning curve** with Datarails, requiring significant time and effort to master its features. - Users struggle with the **limited export options** of Datarails, missing the ability to export to Excel directly. - Users experience a **steep learning curve** with Datarails, requiring training and adaptation to master its features. - Users often find the **initial data input and backend complexity** of Datarails challenging, impacting their overall experience. #### Key Features - Planning - Collaboration - Consolidation - Historical Data - Forward Looking #### What Are Recent G2 Reviews of Datarails? **"[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)"** **Rating:** 5.0/5.0 stars *— Monica P.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12804837) --- **"[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)"** **Rating:** 4.5/5.0 stars *— Donavan L.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12783450) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 4. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 224 **Product Description:** 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. ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users value the **efficiency** of IBM Planning Analytics for rapid financial planning and insightful data management. - Users value the **planning efficiency** of IBM Planning Analytics, benefiting from streamlined processes and powerful forecasting tools. - Users appreciate the **flexibility and real-time analytics** of IBM Planning Analytics, enhancing decision-making and efficiency. - Users highlight the **user-friendly interface** of IBM Planning Analytics, enabling seamless navigation and efficient decision-making. - Users commend the **forecasting accuracy** of IBM Planning Analytics, enhancing efficiency in budget planning and decision-making. **Cons:** - Users experience a **steep initial learning curve** with IBM Planning Analytics, making setup and usage challenging. - Users highlight the **steep learning curve** of IBM Planning Analytics, requiring significant training for effective utilization. - Users face a **steep learning curve** and struggle with the complexity of using IBM Planning Analytics effectively. - Users experience a **difficult learning curve** with IBM Planning Analytics, making it challenging for new users to adapt. - Users find the **complexity of setup and the steep learning curve** detrimental, hindering quick adoption and usability. #### Key Features - Budgeting - Collaboration - Variance Analysis - Optimization - Data Import #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) ### 5. [Vena](https://www.g2.com/products/vena/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 466 **Product Description:** Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of Vena, finding it reliable and easy for office management tasks. - Users value the **seamless Excel integration** of Vena, facilitating easy report creation and enhanced efficiency. - Users value the **seamless integration with Excel** , enhancing financial planning and simplifying data management for their operations. - Users love Vena's **user-friendly interface** , which simplifies financial data management and enhances overall user experience. - Users value the **Excel-based reporting** in Vena, making report creation and implementation straightforward and efficient. **Cons:** - Users find the **learning difficulty** of Vena challenging, as setup and navigation can be complex for newcomers. - Users note a challenging **learning curve** for newcomers, with complexities that hinder a smooth onboarding experience. - Users face a **steep learning curve** with Vena, finding initial setup and functionality quite complex and challenging. - Users face a **difficult learning** curve, especially with complex features and advanced settings that require time to master. - Users report a challenging **setup difficulty** with Vena, noting prolonged implementation times and the need for extra support. #### What Are Recent G2 Reviews of Vena? **"[Streamlined Data Analysis with Excel-Based Integration](https://www.g2.com/survey_responses/vena-review-12798457)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/vena-review-12798457) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 6. [Fathom](https://www.g2.com/products/fathom/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 69 **Product Description:** 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. ### What Do G2 Reviewers Say About Fathom? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate Fathom's **intuitive automation features** and excellent reports, enhancing efficiency and insight into business operations. - Users value the **excellent reporting capabilities** of Fathom, which enhance clarity and efficiency in financial presentations. - Users find Fathom to be **incredibly easy to use** , streamlining financial reporting and saving valuable time each month. - Users value the **reporting efficiency** of Fathom, streamlining financial analysis and saving significant time each month. - Users appreciate Fathom's **excellent customer support** , with quick responses and thoughtful assistance for their needs. **Cons:** - Users find Fathom lacks **customization options** for reports and faces challenges with accruals and template updates. - Users find **upload issues** frustrating, as they complicate seamless integration and require tedious manual processes. - Users find **customization difficult** in Fathom, often feeling constrained by rigid reporting tools and separate KPI setups. - Users face **import issues** that complicate seamless data uploads and hinder budget management effectively. - Users find that **accruals and revenue recognition** need significant improvements in Fathom to enhance usability and functionality. #### What Are Recent G2 Reviews of Fathom? **"[Seamless Meeting Summaries and Action Items—Accurate Notes Without the Effort](https://www.g2.com/survey_responses/fathom-review-12511853)"** **Rating:** 5.0/5.0 stars *— Nicholas L.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12511853) --- **"[Effortless Financial Presentations with Fathom](https://www.g2.com/survey_responses/fathom-review-12814071)"** **Rating:** 4.5/5.0 stars *— Michael H.* [Read full review](https://www.g2.com/survey_responses/fathom-review-12814071) --- ### 7. [Acterys](https://www.g2.com/products/acterys/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 59 **Product Description:** 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. ### What Do G2 Reviewers Say About Acterys? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **automation capabilities** of Acterys, streamlining integration and process customization with ease. - Users value the **seamless connectivity** of Acterys, enabling smooth integration with various data sources and systems. - Users value the **easy integrations** of Acterys, enjoying seamless connections and simplifying data management for teams. - Users value the **intuitive data integration and planning features** of Acterys, enhancing collaboration for finance and data teams. - Users value the **seamless data integrations** in Acterys, enhancing efficiency for finance and development teams alike. #### What Are Recent G2 Reviews of Acterys? **"[Initially bought it for FP&A and now use it for so much more](https://www.g2.com/survey_responses/acterys-review-9657795)"** **Rating:** 5.0/5.0 stars *— Verified User in Venture Capital & Private Equity* [Read full review](https://www.g2.com/survey_responses/acterys-review-9657795) --- **"[Acterys - An innovative solution](https://www.g2.com/survey_responses/acterys-review-11449495)"** **Rating:** 5.0/5.0 stars *— Luis C.* [Read full review](https://www.g2.com/survey_responses/acterys-review-11449495) --- #### What Are G2 Users Discussing About Acterys? - [What is Acterys used for?](https://www.g2.com/discussions/what-is-acterys-used-for) ### 8. [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,125 **Product Description:** Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva ### What Do G2 Reviewers Say About Workiva? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workiva, finding it intuitive and straightforward for managing information. - Users value the **efficient collaboration** features of Workiva, enabling real-time teamwork and seamless document management. - Users love the **real-time collaboration** features of Workiva, significantly enhancing teamwork and efficiency in reporting. - Users value the **intuitive linking tool** in Workiva, making financial reporting and data management incredibly efficient. - Users value the **efficiency** of Workiva, appreciating its ability to streamline risk assessments and enhance workflow significantly. **Cons:** - Users feel that the **missing features** hinder Workiva's effectiveness for comprehensive reporting and data integration needs. - Users note the **limited functionality** of Workiva, especially regarding intuitive design and essential features like pivot tables. - Users find the **steep learning curve** of Workiva challenging, requiring significant experience for effective usage. - Users find the **learning difficulty** challenging, requiring additional time and effort to navigate the platform effectively. - Users find Workiva's **limited functionality** compared to Excel and Word, lacking essential features like pivot tables and grammar checking. #### What Are Recent G2 Reviews of Workiva? **"[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)"** **Rating:** 4.5/5.0 stars *— Michelle L.* [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) --- **"[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)"** **Rating:** 4.0/5.0 stars *— Chad B.* [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) --- ### 9. [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 741 **Product Description:** With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt. ### What Do G2 Reviewers Say About SAP Analytics Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** in SAP Analytics Cloud, simplifying data access and enhancing decision-making efficiency. - Users value the **powerful data analysis** features of SAP Analytics Cloud, enhancing project organization and predictive modeling. - Users value the **strong visualization capabilities** of SAP Analytics Cloud, enhancing data storytelling and stakeholder communication. - Users value the **easy integrations** of SAP Analytics Cloud, enhancing collaboration and workflow efficiency across the organization. - Users appreciate the **powerful integration and comprehensive analytics** offered by SAP Analytics Cloud for effective planning. **Cons:** - Users experience **slow performance** with large datasets, which can hinder the efficiency of SAP Analytics Cloud. - Users often face a **steep learning curve** , needing training to effectively navigate SAP Analytics Cloud's advanced features. - Users face a **steep learning curve** in mastering SAP Analytics Cloud, especially for advanced features without proper training. - Users face **performance issues** with SAP Analytics Cloud, particularly when dealing with large datasets and complex calculations. - Many users find that **performance can slow down with large datasets** , impacting their overall experience with SAP Analytics Cloud. #### What Are Recent G2 Reviews of SAP Analytics Cloud? **"[SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514) --- **"[Powerful all-in-one analytics and planning tool](https://www.g2.com/survey_responses/sap-analytics-cloud-review-11882259)"** **Rating:** 5.0/5.0 stars *— Vusala J.* [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-11882259) --- #### What Are G2 Users Discussing About SAP Analytics Cloud? - [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments - [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote - [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment ### 10. [Joiin](https://www.g2.com/products/joiin/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 83 **Product Description:** Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting. ### What Do G2 Reviewers Say About Joiin? *AI-generated summary from verified user reviews* **Pros:** - Users find Joiin's **ease of use** valuable for quick and efficient reporting and data consolidation. - Users value the **ease of consolidation reporting** , finding the process efficient and the reports visually appealing. - Users value the **reporting efficiency** of Joiin, praising its ease of consolidation and quick template generation. - Users praise the **speedy and helpful customer support** , enhancing their experience with quick resolutions and guidance. - Users value the **ease of report creation** in Joiin, enabling quick customized and consolidated reporting for management. **Cons:** - Users face **inefficient reporting** challenges with Joiin, particularly in report setup and data export formatting. - Users feel the **limited chart types and missing features** restrict functionality and would appreciate enhancements. - Users experience **reporting issues** with filtering and exporting, complicating the report setup and cleanup process. - Users note the **limited reporting capabilities** , finding formatting and filter options somewhat restrictive and cumbersome. - Users note **formatting issues** with reports, including cut-off names and clunky layout changes that require cleanup. #### What Are Recent G2 Reviews of Joiin? **"[Seamless Consolidation with Stellar Support](https://www.g2.com/survey_responses/joiin-review-12624731)"** **Rating:** 5.0/5.0 stars *— Jonothon .* [Read full review](https://www.g2.com/survey_responses/joiin-review-12624731) --- **"[Excellent Value for Xero Consolidation with Fast, Responsive Support](https://www.g2.com/survey_responses/joiin-review-12620997)"** **Rating:** 4.5/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/joiin-review-12620997) --- #### What Are G2 Users Discussing About Joiin? - [What is Joiin used for?](https://www.g2.com/discussions/what-is-joiin-used-for) - 1 comment ### 11. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 301 **Product Description:** Workday Adaptive Planning 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 the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, finding it perfect for managing resources and activities smoothly. - Users value the **efficiency** of Workday Adaptive Planning, which streamlines forecasting and enhances collaboration across teams. - Users value the **integration of planning capabilities** in Workday Adaptive Planning, enhancing collaboration and decision-making across teams. - Users value the **flexibility and intuitive interface** of Workday Adaptive Planning, enhancing collaboration and efficiency in planning. - Users appreciate the **structure and flexibility** of Workday Adaptive Planning, enhancing collaboration and data-driven decision-making. **Cons:** - Users find the **complexity** of Workday Adaptive Planning can be overwhelming, particularly for new users and data integration. - Users find the **complex setup** of Workday Adaptive Planning challenging, hindering efficient data integration and user experience. - Users find the **learning difficulty** of Workday Adaptive Planning to be a significant barrier to efficient data integration. - Users often struggle with the **steep learning curve** of Workday Adaptive Planning, finding it complex and non-intuitive for beginners. - Users find the **difficult customization** of Workday Adaptive Planning complex and time-consuming, especially for unique requirements. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Makes Budgeting Easier and Replaces Complex Spreadsheets](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059)"** **Rating:** 4.0/5.0 stars *— Shrutika P.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059) --- **"[Efficient and flexible solution for financial planning and forecasting](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment ### 12. [Board](https://www.g2.com/products/board/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 300 **Product Description:** Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users find BOARD very **easy to use** , enjoying its flexibility and seamless integration for various tasks. - Users value the **flexibility** of Board, enabling customized solutions that streamline business processes and enhance productivity. - Users value the **flexibility and scalability** of Board, finding it easy to customize and integrate for various needs. - Users enjoy the **efficiency** of BOARD, seamlessly managing sales, operations, and merchandising all in one platform. - Users value the **customization** features of BOARD, enabling solutions that fit their unique organizational needs. **Cons:** - Users often face **slow performance** with large datasets and complex data, impacting overall efficiency and usability. - Users find the **steep learning curve** of Board frustrating, impacting usability for smaller teams and infrequent users. - Users note **missing features** in report creation and limited capabilities with lower license levels, impacting overall functionality. - Users experience **poor visualization** and slowness in performance, complicating data analysis and reporting effectiveness. - Users find the **complexity of setup and learning** curves challenging, impacting performance and efficiency with large datasets. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 13. [Jirav](https://www.g2.com/products/jirav/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 190 **Product Description:** 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 solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance. ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **ease of use** of Jirav, making budgeting and reporting simple and efficient for everyone. - Users appreciate the **quick and responsive customer support** from Jirav, enhancing their overall experience and efficiency. - Users appreciate the **robust visual presentation** of Jirav, enhancing understanding and saving time on financial reporting. - Users find Jirav's **easy setup** and onboarding process incredibly helpful for seamless integration and use. - Users value Jirav's **robust financial management tools** that enhance forecasting, KPI tracking, and collaborative support for success. **Cons:** - Users note a **steep learning curve** when transitioning to Jirav, particularly from traditional spreadsheet models. - Users face a **significant learning curve** when transitioning to Jirav, especially from traditional spreadsheet environments. - Users face a notable **learning difficulty** transitioning from Excel, despite helpful customer support and onboarding resources. - Users face challenges with **limited reporting** capabilities, struggling with uploads and navigating financial data effectively. - Users experience **missing features** with Jirav, such as the inability to handle multiple entities and complex assumptions easily. #### What Are Recent G2 Reviews of Jirav? **"[Saves Time with Intuitive Interface and Visuals](https://www.g2.com/survey_responses/jirav-review-12080051)"** **Rating:** 5.0/5.0 stars *— Lloyd F.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12080051) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment ### 14. [Mosaic Tech](https://www.g2.com/products/mosaic-tech/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 216 **Product Description:** 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 empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to info@mosaic.tech. ### What Do G2 Reviewers Say About Mosaic Tech? *AI-generated summary from verified user reviews* **Pros:** - Users find Mosaic Tech to be **user-friendly and intuitive** , making finance reporting and dashboard management effortless. - Users praise the **responsive and helpful customer support** from Mosaic Tech, enhancing their overall experience and satisfaction. - Users value the **seamless integrations** of Mosaic Tech, enhancing efficiency and ease in financial processes. - Users value the **seamless integration and robust features** of Mosaic Tech, enabling efficient financial management and reporting. - Users value the **reporting efficiency** of Mosaic Tech, significantly streamlining finance tasks and reducing manual effort. **Cons:** - Users find the **learning difficulty** of Mosaic Tech challenging, requiring time to adapt and clean data beforehand. - Users find the **learning curve steep** with Mosaic, requiring time and effort to become proficient with the tool. - Users find **limited customization** options in Mosaic Tech, particularly for variance analysis reports and chart displays. - Users find the **difficult customization** process limits their ability to adapt Mosaic Tech to their specific needs. - Users face **customization difficulties** with Mosaic Tech, limiting their ability to tailor features and reports effectively. #### What Are Recent G2 Reviews of Mosaic Tech? **"[Strong planning and real-time reporting tool](https://www.g2.com/survey_responses/mosaic-tech-review-10829789)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10829789) --- **"[Mosaic for Budgeting and Reporting](https://www.g2.com/survey_responses/mosaic-tech-review-10519207)"** **Rating:** 5.0/5.0 stars *— Dan O.* [Read full review](https://www.g2.com/survey_responses/mosaic-tech-review-10519207) --- #### What Are G2 Users Discussing About Mosaic Tech? - [What does Mosaic Tech do?](https://www.g2.com/discussions/what-does-mosaic-tech-do) - [What is FP&A software?](https://www.g2.com/discussions/mosaic-tech-what-is-fp-a-software) - [What is the Mosaic platform?](https://www.g2.com/discussions/what-is-the-mosaic-platform) ### 15. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 113 **Product Description:** Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain 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. ### What Do G2 Reviewers Say About Drivetrain? *AI-generated summary from verified user reviews* **Pros:** - Users find Drivetrain's **ease of use** transformative, significantly speeding up scenario building and collaboration across teams. - Users value Drivetrain's **flexibility in report creation** , enabling quick customized insights and automated data consolidation. - Users value the **reporting efficiency** of Drivetrain, enabling quick report creation and streamlined data access. - Users highlight the **excellent customer support** from Drivetrain, enhancing their overall experience with the platform. - Users love the **easy integrations** of Drivetrain, enabling seamless connections to data sources for efficient financial management. **Cons:** - Users face a significant **learning curve** with Drivetrain, requiring time and commitment for effective use. - Users note the **missing features** , like conditional formatting and flexible report building, limiting the overall functionality. - Users experience a **steep learning curve** with Drivetrain, requiring time and effort to grasp its features and functions. - Users face a **steep learning curve** initially, requiring significant time investment to master the system effectively. - Users experience a **difficult learning curve** with Drivetrain's advanced features, especially without FP&A background or better documentation. #### What Are Recent G2 Reviews of Drivetrain? **"[Happy Drivetrain User](https://www.g2.com/survey_responses/drivetrain-review-12242899)"** **Rating:** 5.0/5.0 stars *— Kevin B.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12242899) --- **"[Drivetrain Replaced Excel and Automated Our Reporting with Actionable Insights](https://www.g2.com/survey_responses/drivetrain-review-12273623)"** **Rating:** 5.0/5.0 stars *— Jean-Thomas C.* [Read full review](https://www.g2.com/survey_responses/drivetrain-review-12273623) --- ### 16. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **Product Description:** The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results. ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **outstanding customer support** from the Clockwork team, ensuring a seamless onboarding experience. - Users praise the **ease of use** of Clockwork.ai, making implementation and management simple and effective for all financial needs. - Users find Clockwork.ai's **ease of implementation** exceptional, making setup and customization an effortless experience. - Users praise the **implementation ease** of Clockwork.ai, noting its straightforward setup and responsive support from the team. - Users commend **automation** with Clockwork.ai for its easy integration, customization, and responsive support, enhancing efficiency and scalability. **Cons:** - Users find the **slow loading times** of Clockwork.ai to be a minor but notable inconvenience during use. - Users experience **slow performance** at times, with loading and updates taking 1-3 seconds, but it's generally acceptable. - Users note **performance issues** with Clockwork.ai, as it takes 1-3 seconds to load and update data. - Users note that **update issues** cause slight delays, but they find the loading times acceptable given the data processing. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 17. [Coefficient](https://www.g2.com/products/coefficient/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 183 **Product Description:** 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. ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Coefficient, appreciating its seamless integration and user-friendly setup. - Users appreciate the **automation features** of Coefficient, highlighting its seamless integration and user-friendly interface. - Users appreciate the **seamless integrations** of Coefficient, emphasizing its simplicity and efficiency in implementation. - Users love the **time-saving feature** of Coefficient, allowing for quick data imports and effortless refreshing. - Users love the **easy integrations** of Coefficient, making data connections seamless for efficient analysis. **Cons:** - Users find the **limited features** in Coefficient disappointing, especially for small organizations with budget constraints. - Users note the **feature limitations** in Coefficient, including issues with bulk updates and filter options. - Users note a **limitation on data processing** , especially with row and cell constraints in Coefficient. - Users find the **missing features** of Coefficient, like specific connectors, somewhat limiting for their needs. - Users face **integration issues** with Salesforce and Google Sheets, affecting efficiency and customizability. #### What Are Recent G2 Reviews of Coefficient? **"[Effortless Salesforce to Sheets Integration](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- **"[Effortless Scheduled Refreshes. Eliminates Manual Exports and Makes Revenue Data Actionable](https://www.g2.com/survey_responses/coefficient-review-12318636)"** **Rating:** 5.0/5.0 stars *— Jacob R.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12318636) --- ### 18. [Martus](https://www.g2.com/products/martus/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **Product Description:** Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission. ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, highlighting its clear presentation and seamless integration with accounting systems. - Users highlight the **excellent customer support** of Martus, enhancing their overall experience and implementation process. - Users appreciate the **seamless integrations** of Martus, enhancing financial transparency and streamlining budgeting processes effectively. - Users find the **budgeting management** of Martus straightforward and time-saving, enhancing overall efficiency across departments. - Users value the **budgeting efficiency** of Martus, significantly reducing time spent on budget management and reporting tasks. **Cons:** - Users find the **learning curve challenging** as mastering data pulling and reporting takes time and effort. - Users find a **steep learning curve** with Martus, needing time to adapt and understand data handling and reporting. - Users find the **complexity** of Martus challenging, with a confusing UI and overwhelming filter options for small schools. - Users often experience **confusion** with Martus due to unintuitive navigation and difficulty in managing filters effectively. - Users find the **learning difficulty** of Martus frustrating, requiring time and effort to master data retrieval and reporting. #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting Software](https://www.g2.com/survey_responses/martus-review-12305254)"** **Rating:** 5.0/5.0 stars *— Mark K.* [Read full review](https://www.g2.com/survey_responses/martus-review-12305254) --- **"[Streamlined Budgeting and Forecasting with Some Sharing Challenges](https://www.g2.com/survey_responses/martus-review-12704490)"** **Rating:** 4.0/5.0 stars *— Marna S.* [Read full review](https://www.g2.com/survey_responses/martus-review-12704490) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 19. [Planful](https://www.g2.com/products/planful/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 487 **Product Description:** Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com. ### What Do G2 Reviewers Say About Planful? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Planful, making budgeting and reporting simple and intuitive without IT dependency. - Users value the **streamlined reporting capabilities** of Planful, which enhance efficiency and focus on strategic analysis. - Users value the **reporting efficiency** of Planful, enabling fast queries and strategic financial analysis with ease. - Users value the **automation capabilities** of Planful, enhancing efficiency and enabling deeper data analysis without user errors. - Users appreciate Planful for its **centralized data management and user-friendly interface** , facilitating seamless integration and efficient collaboration. **Cons:** - Users face a **steep learning curve** with Planful, making initial setup and understanding quite challenging for newcomers. - Users face a **steep learning curve** with Planful, hindering initial setup and understanding for newcomers. - Users find the **missing features** in Planful hinder usability, particularly for reporting, archiving, and user access. - Users find **Planful's interface not intuitive** , facing complexity and a steep learning curve during initial use. - Users note that there are **improvements needed** in planning modules, implementation process, and overall user experience with Planful. #### Key Features - Budgeting - Data Analysis - Scorecards - Data Import - Historical Data #### What Are Recent G2 Reviews of Planful? **"[Customize with Ease, But Support Needs Improvement](https://www.g2.com/survey_responses/planful-review-12707843)"** **Rating:** 4.0/5.0 stars *— Carter O.* [Read full review](https://www.g2.com/survey_responses/planful-review-12707843) --- **"[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)"** **Rating:** 5.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/planful-review-12576630) --- #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### 20. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 217 **Product Description:** 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. ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Prophix Software, praising its user-friendly, flexible, and self-service capabilities. - Users value the **easy report building and sharing** features of Prophix Software, enhancing efficiency and collaboration. - Users find that Prophix Software greatly enhances **financial management efficiency** , simplifying reporting and supporting growth effectively. - Users value the **time-saving capabilities** of Prophix Software, streamlining budgeting and reporting processes effectively. - Users appreciate the **automation of data consolidation** in Prophix, enhancing accuracy and collaboration across multiple users. **Cons:** - Users experience a **steep learning curve** with Prophix Software, requiring significant time and training to master its features. - Users find the **steep learning curve** of Prophix Software challenging, requiring significant time and training for mastery. - Users face a **steep learning curve** with Prophix, requiring significant time and training to master the software. - Users experience **slow performance** with Prophix, struggling with lengthy report loading times and complex setup processes. - Users face **limited functionality** with Prophix Software, hindering their ability to customize reports effectively. #### What Are Recent G2 Reviews of Prophix Software? **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- **"[Efficient Finance Management with Flexible Features](https://www.g2.com/survey_responses/prophix-software-review-9692897)"** **Rating:** 4.5/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-9692897) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 21. [Apliqo](https://www.g2.com/products/apliqo/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **Product Description:** 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. ### What Do G2 Reviewers Say About Apliqo? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Apliqo, enhancing reporting and visualization for both experienced and new users. - Users appreciate the **intuitive nature** of Apliqo, enhancing their overall experience with planning and analysis tools. - Users praise Apliqo’s **intuitive dashboards** , which enhance data visualization and streamline reporting for better decision-making. - Users value the **ease of development** with Apliqo, enhancing user experience through customizable and integrated solutions. - Users highlight the **intuitive and flexible planning tools** in Apliqo, enhancing their analytics and reporting experience. **Cons:** - Users face a **steep learning curve** due to the necessity of understanding TM1, MDX, CSS, and JSON for effective use. - Users face **learning difficulties** with Apliqo, especially without technical skills in TM1, MDX, CSS, or JSON. - Users note a **steep learning curve** for developers, especially those lacking technical skills for customization and functionality. - Users note that **expertise is required** , particularly in TM1 and MDX, which can limit accessibility for some developers. - Users face **customization difficulties** with Apliqo, requiring advanced knowledge in TM1, MDX, CSS, and JSON. #### What Are Recent G2 Reviews of Apliqo? **"[Delivering business value through an intuitive interface](https://www.g2.com/survey_responses/apliqo-review-10319445)"** **Rating:** 5.0/5.0 stars *— Dave H.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) --- **"[Intuitive Frontend for Planning Analytics](https://www.g2.com/survey_responses/apliqo-review-10223927)"** **Rating:** 4.5/5.0 stars *— Van Zyl B.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) --- ### 22. [Solver](https://www.g2.com/products/solver/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 246 **Product Description:** Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. ### What Do G2 Reviewers Say About Solver? *AI-generated summary from verified user reviews* **Pros:** - Users value the **reporting efficiency** of Solver, enabling quick and flexible report generation from diverse data sources. - Users value the **ease of use** of Solver, enhancing flexibility in reporting and budgeting processes. - Users appreciate the **great integration with Excel** , allowing for easy reporting and customization without complex systems. - Users value the **ease of report creation** in Solver, transforming their budgeting process and enhancing information accessibility. - Users value the **high-quality reporting** of Solver, enabling efficient data organization and quick access to essential information. **Cons:** - Users note a **significant learning difficulty** with Solver, though the support resources help ease the transition. - Users occasionally experience **confusion with new features and unclear error messages** , making it challenging to troubleshoot effectively. - Users have experienced **data management inefficiencies** that lead to complications with uploads and reporting accuracy. - Users experience a **significant learning curve** with Solver, requiring time and resources to master its features effectively. - Users find the **difficult setup** for payroll budgets challenging, but running reports becomes simple once established. #### What Are Recent G2 Reviews of Solver? **"[Effortless Reports with Seamless Integration](https://www.g2.com/survey_responses/solver-review-10975839)"** **Rating:** 5.0/5.0 stars *— tom c.* [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) --- **"[Revolutionized Our Financial Reporting with Ease](https://www.g2.com/survey_responses/solver-review-10010390)"** **Rating:** 5.0/5.0 stars *— Titi S.* [Read full review](https://www.g2.com/survey_responses/solver-review-10010390) --- #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### 23. [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 408 **Product Description:** Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic plans, annual plans, and quarterly plans. This software provides users with intuitive dashboards that enhance company alignment and facilitate more productive meetings, ensuring that all team members are on the same page regarding organizational goals and performance metrics. Targeted primarily at business leaders, project managers, and teams focused on strategic execution, Rhythm Systems addresses the challenges of aligning various departments and ensuring that everyone is working towards common objectives. The software is particularly beneficial for organizations that operate in fast-paced environments where agility and clarity in strategic planning are essential. By utilizing Rhythm Systems, teams can streamline their planning processes and improve accountability, making it easier to track progress and adjust strategies as needed. One of the standout features of Rhythm Systems is its AI-powered goal-writing coach, which assists users in formulating clear and actionable goals. This feature, combined with automated quarterly plan audits, allows organizations to maintain a high level of execution quality. Additionally, the software offers advanced integration capabilities, enabling seamless connectivity with other tools and platforms that businesses may already be using. This integration ensures that data flows smoothly across systems, reducing the risk of errors and enhancing overall efficiency. Rhythm Systems also provides industry benchmarking for execution, allowing organizations to compare their performance against competitors. This feature equips users with insights that can inform strategic decisions and highlight areas for improvement. Furthermore, the software includes options for strategic planning facilitation, CEO coaching, and business strategy coaching, transforming strategy sessions into actionable plans that teams can execute with discipline and focus. We guarantee improvements within 30 days of implementation. This guarantee underscores the software's potential to enhance execution and drive organizational success. For those interested in exploring how Rhythm Systems can elevate their strategic planning efforts, scheduling a demo with a Rhythm Expert offers an opportunity to see the software in action and understand its capabilities in greater detail. ### What Do G2 Reviewers Say About Rhythm? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Rhythm, as it effectively organizes progress and offers helpful reminders. - Users value the **team collaboration features** of Rhythm, enhancing alignment and simplifying goal tracking across departments. - Users value the **tracking capabilities** of Rhythm, enabling organized progress management and effective reminders. - Users value the **organized progress tracking** that Rhythm offers, simplifying goal management and enhancing productivity. - Users value the **accountability and ease of goal tracking** in Rhythm, enhancing team collaboration and alignment. **Cons:** - Users find the **learning curve steep** , making initial setup and usage of Rhythm more challenging than expected. - Users find the **learning difficulty** with Rhythm challenging, especially during setup and when handling complex projects. - Users find the **missing features** in Rhythm, like a parking lot and general category, hinder their overall experience. - Users find Rhythm's **user interface not intuitive** , causing confusion and necessitating training for effective use. - Users find the **usability poor** , with a confusing interface and a significant learning curve for effective use. #### What Are Recent G2 Reviews of Rhythm? **"[Aligns Teams with Leadership Goals Effectively](https://www.g2.com/survey_responses/rhythm-review-12758491)"** **Rating:** 5.0/5.0 stars *— Somer M.* [Read full review](https://www.g2.com/survey_responses/rhythm-review-12758491) --- **"[Intuitive Goal Tracking with Room for Chat Improvements](https://www.g2.com/survey_responses/rhythm-review-12539368)"** **Rating:** 4.0/5.0 stars *— Matthew R.* [Read full review](https://www.g2.com/survey_responses/rhythm-review-12539368) --- #### What Are G2 Users Discussing About Rhythm? - [What is Rhythm used for?](https://www.g2.com/discussions/what-is-rhythm-used-for) - 1 comment ### 24. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **Product Description:** 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 reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **versatile reporting capabilities** of Syft, enhancing efficiency and clarity in business decision-making. - Users value the **easy integrations** of Syft, which streamline accounting tasks and enhance user experience. - Users value the **easy integration with QuickBooks** and versatile reporting options for professional financial management. - Users value the **seamless integrations** of Syft, enhancing efficiency and automating financial reporting processes. - Users value Syft for its **reporting efficiency** , which automates processes and simplifies the month-end close. **Cons:** - Users face **connectivity issues** due to limited data connection options, affecting data uploads and syncing processes. - Users find **customization difficulties** in Syft, lacking options for reports and specific column settings compared to competitors. - Users face **Excel integration issues** due to limited data connections, impacting advanced reporting and custom analytics capabilities. - Users find Syft to be **expensive** , as costs increase significantly to access all desired features and functions. - Users find that Syft has a **steep learning curve** despite its helpful training resources and easy basic features. #### What Are Recent G2 Reviews of Syft? **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 25. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **Product Description:** 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 can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of automation** in Causal, enabling quick integration and effective data representation. - Users appreciate the **simple and quick budgeting tools** of Causal, enhancing collaboration and planning efficiency. - Users appreciate the **collaboration features** of Causal, enabling seamless sharing and flexibility during budgeting and planning. - Users praise Causal for its **robust data analysis** , effectively merging actual and forecasted values with excellent visuals. - Users value the **ease of implementation** in Causal, appreciating its quick integration and user-friendly interface. **Cons:** - Users find the **difficult learning curve** of Causal initially challenging, but consulting support can ease the process. - Users find **insufficient training** with Causal makes the initial setup and learning curve challenging without external help. - Users feel there are **integration issues** as Causal could benefit from more seamless and extensive connections. - Users find the **learning curve challenging** , often requiring additional support to navigate the Causal platform effectively. - Users find it **challenging to start and learn** the Causal platform, though consultants can assist with onboarding. #### What Are Recent G2 Reviews of Causal? **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- ## What Is FP&A Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to FP&A Software? - [Financial Close Software](https://www.g2.com/categories/financial-close) - [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting) - [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) --- ## How Do You Choose the Right FP&A Software? ### What You Should Know About FP&A Software ### FP&A Software software buying insights at a glance [FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making. Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment. Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership. ### Top 5 FAQs from software buyers: - How do FP&A software solutions improve financial visibility and planning accuracy? - What features should teams evaluate when choosing the best FP&A software? - How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)? - What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling? - How scalable is FP&A software for organizations managing multi-entity operations or global teams? G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews). ### What are the top-reviewed FP&A Software on G2? [Anaplan](https://www.g2.com/products/anaplan/reviews) - Number of Reviews: 214 - Satisfaction: 98 - Market Score: 83 - G2 score: 90 [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) - Number of Reviews: 143 - Satisfaction: 71 - Market Score: 99 - G2 score: 85 [Workiva](https://www.g2.com/products/workiva-workiva/reviews) - Number of Reviews: 163 - Satisfaction: 97 - Market Score: 70 - G2 score: 83 [Vena](https://www.g2.com/products/vena/reviews) - Number of Reviews: 178 - Satisfaction: 93 - Market Score: 68 - G2 score: 80 [Datarails](https://www.g2.com/products/datarails/reviews) - Number of Reviews: 133 - Satisfaction: 96 - Market Score: 63 - G2 score: 80 Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports)) Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports)) G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports)) Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..)) ### What I Often See in FP&A Software #### Feedback Pros: What Users Consistently Appreciate - **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning** - “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review - **Unified planning with strong scenario analysis and supplier insights** - “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review - **Real-time collaboration, audit trails, and unified reporting** - “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review #### Cons: Where Many Platforms Fall Short - **Complex implementation with support dependency and limited bank integrations** - “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review - **Complex initial setup with steep learning curve and onboarding challenges** - “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review - **High implementation costs with ongoing maintenance and expertise requirements** - “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review ### My Expert Takeaway on FP&A Software FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight. Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes. Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams. The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations. ### FP&A Software FAQs #### **What is the best FP&A software?** The best FP&A software depends on whether your priority is modeling flexibility, Excel familiarity, multi-entity consolidation, or cross-functional planning. For example, [Anaplan](https://www.g2.com/products/anaplan/reviews) is often chosen for enterprise-scale modeling, while [Vena](https://www.g2.com/products/vena/reviews) and [Datarails](https://www.g2.com/products/datarails/reviews) appeal to teams that prefer Excel-native workflows. Buyers typically narrow the field by integration depth, scenario planning strength, reporting speed, and workflow fit. #### **How to use trial versions of FP&A software?** Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation. #### **What are the top-rated FP&A tools with forecasting and scenario modeling?** Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates. #### **What are the best FP&A solutions for hybrid services and product-based businesses?** FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework. #### **What FP&A software is best for a multi-entity, international SaaS company?** For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems. #### **What are the affordable FP&A platforms for startups or SMBs?** Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators. ### Sources 1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw) 2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports) Researched By: [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese) **Last updated on March 18, 2026**