# Best FP&A Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization. ### Core Capabilities of FP&A Software To qualify for inclusion in the FP&A category, a product must: - Provide budgeting and forecasting tools - Integrate with ERP, CRM, accounting, or other business tools - Provide financial statements, reports, and dashboards - Track key performance indicators (KPIs) relative to corporate business objectives ### Common Use Cases for FP&A Software Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include: - Building and managing annual budgets and rolling forecasts - Modeling financial scenarios to evaluate the impact of strategic decisions - Providing executives and department heads with real-time financial visibility ### How FP&A Software Differs from Other Tools FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment. ### Insights from G2 on FP&A Software Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption. ## Category Overview **Total Products under this Category:** 269 ## Trust & Credibility Stats **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 12,200+ Authentic Reviews - 269+ 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. ## Best FP&A Software At A Glance - **Leader:** [Anaplan](https://www.g2.com/products/anaplan/reviews) - **Highest Performer:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Easiest to Use:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) --- **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%2Fenterprise&secure%5Btoken%5D=dc0deaa1f8167c20eef948e7ac7e156ad5ebe49645be884d7d6b97cadbfe5b8d&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&secure%5Bvisitor_segment%5D=180) --- ## Top-Rated Products (Ranked by G2 Score) ### 1. [Hubble](https://www.g2.com/products/hubble/reviews) For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT. **Average Rating:** 4.6/5.0 **Total Reviews:** 48 **User Satisfaction Scores:** - **Reporting:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.9/10 (Category avg: 8.5/10) - **Extended Planning:** 10.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 54% Enterprise, 46% Mid-Market ### 2. [AchieveIt](https://www.g2.com/products/achieveit/reviews) Tired of leaving the execution of key plans and initiatives up to manual processes? And does your plan management require chasing people for updates, wrestling spreadsheets, and delayed information? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results. **Average Rating:** 4.4/5.0 **Total Reviews:** 199 **User Satisfaction Scores:** - **Reporting:** 9.1/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.6/10 (Category avg: 8.5/10) - **Extended Planning:** 8.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [AchieveIt](https://www.g2.com/sellers/achieveit) - **Company Website:** https://www.achieveit.com - **Year Founded:** 2010 - **HQ Location:** Atlanta, GA - **Twitter:** @GoAchieveIt (10,715 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2296143/ (38 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Executive Assistant - **Top Industries:** Hospital & Health Care, Government Administration - **Company Size:** 42% Mid-Market, 36% Enterprise #### Pros & Cons **Pros:** - Ease of Use (25 reviews) - Tracking (19 reviews) - Progress Tracking (18 reviews) - Team Collaboration (17 reviews) - Customer Support (16 reviews) **Cons:** - Limited Customization (5 reviews) - Dashboard Issues (4 reviews) - Learning Curve (4 reviews) - Not Intuitive (4 reviews) - Poor Integration (4 reviews) ### 3. [Jirav](https://www.g2.com/products/jirav/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 191 **User Satisfaction Scores:** - **Reporting:** 8.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.5/10 (Category avg: 8.5/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Jirav](https://www.g2.com/sellers/jirav) - **Company Website:** https://www.jirav.com - **Year Founded:** 2015 - **HQ Location:** Seattle, WA - **Twitter:** @GoJirav (1,116 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (51 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CFO, Controller - **Top Industries:** Accounting, Computer Software - **Company Size:** 64% Small-Business, 34% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (6 reviews) - Customer Support (5 reviews) - Dashboards (4 reviews) - Easy Setup (4 reviews) - Financial Management (4 reviews) **Cons:** - Steep Learning Curve (4 reviews) - Learning Curve (3 reviews) - Learning Difficulty (2 reviews) - Limited Reporting (2 reviews) - Missing Features (2 reviews) ### 4. [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control. **Average Rating:** 4.3/5.0 **Total Reviews:** 744 **User Satisfaction Scores:** - **Reporting:** 8.2/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.2/10 (Category avg: 8.5/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [SAS Institute Inc.](https://www.g2.com/sellers/sas-institute-inc-df6dde22-a5e5-4913-8b21-4fa0c6c5c7c2) - **Company Website:** https://www.sas.com/ - **Year Founded:** 1976 - **HQ Location:** Cary, NC - **Twitter:** @SASsoftware (61,004 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1491/ (18,238 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Student, Statistical Programmer - **Top Industries:** Pharmaceuticals, Banking - **Company Size:** 33% Enterprise, 32% Small-Business #### Pros & Cons **Pros:** - Ease of Use (316 reviews) - Features (218 reviews) - Analytics (196 reviews) - Data Analysis (166 reviews) - User Interface (147 reviews) **Cons:** - Learning Difficulty (151 reviews) - Learning Curve (144 reviews) - Complexity (143 reviews) - Difficult Learning (117 reviews) - Expensive (108 reviews) ### 5. [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews) Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub. **Average Rating:** 4.6/5.0 **Total Reviews:** 23 **User Satisfaction Scores:** - **Reporting:** 8.8/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.6/10 (Category avg: 8.5/10) - **Extended Planning:** 8.1/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 65% Mid-Market, 26% Small-Business #### Pros & Cons **Pros:** - Ease of Use (7 reviews) - Integrations (5 reviews) - Reporting Efficiency (5 reviews) - Ease of Learning (4 reviews) - Report Creation (4 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (4 reviews) - Performance Issues (4 reviews) - Slow Performance (4 reviews) - Steep Learning Curve (4 reviews) ### 6. [Martus](https://www.g2.com/products/martus/reviews) 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. **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 6.7/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions) - **Company Website:** https://www.martussolutions.com/ - **Year Founded:** 2007 - **HQ Location:** Greenville, US - **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (48 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Non-Profit Organization Management, Religious Institutions - **Company Size:** 43% Mid-Market, 21% Small-Business #### Pros & Cons **Pros:** - Ease of Use (36 reviews) - Customer Support (19 reviews) - Integrations (19 reviews) - Budgeting Management (18 reviews) - Budgeting Efficiency (16 reviews) **Cons:** - Learning Curve (9 reviews) - Steep Learning Curve (6 reviews) - Complexity (5 reviews) - Confusion (5 reviews) - Learning Difficulty (5 reviews) ### 7. [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency. **Average Rating:** 4.9/5.0 **Total Reviews:** 17 **User Satisfaction Scores:** - **Reporting:** 9.2/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.5/10 (Category avg: 8.5/10) - **Extended Planning:** 9.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e) - **HQ Location:** Toronto, CA - **Twitter:** @VividReports (129 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vividreports/ (5 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 59% Mid-Market, 24% Enterprise #### Pros & Cons **Pros:** - Ease of Use (9 reviews) - Ease of Implementation (6 reviews) - Customer Support (5 reviews) - Customizability (5 reviews) - Features (5 reviews) **Cons:** - Learning Curve (4 reviews) - Learning Difficulty (3 reviews) - Filtering Issues (1 reviews) - Insufficient Training (1 reviews) - Navigation Issues (1 reviews) ### 8. [EngineBI](https://www.g2.com/products/enginebi/reviews) EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms. **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) **Seller Details:** - **Seller:** [EngineBI](https://www.g2.com/sellers/enginebi) - **Year Founded:** 2020 - **HQ Location:** Chicago, US - **Twitter:** @RamsayInno (35 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/enginebisoftware/ (24 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Marketing and Advertising - **Company Size:** 60% Small-Business, 40% Mid-Market #### Pros & Cons **Pros:** - Data Analysis (1 reviews) - Data Management (1 reviews) - Ease of Use (1 reviews) - Excel Integration (1 reviews) - Features (1 reviews) **Cons:** - Difficult Navigation (1 reviews) - Difficult Setup (1 reviews) - Navigation Issues (1 reviews) - Poor Navigation (1 reviews) ### 9. [Centage](https://www.g2.com/products/centage/reviews) FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities. **Average Rating:** 4.4/5.0 **Total Reviews:** 28 **User Satisfaction Scores:** - **Reporting:** 10.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.9/10 (Category avg: 8.5/10) - **Extended Planning:** 9.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation) - **Year Founded:** 2001 - **HQ Location:** San Antonio, TX - **Twitter:** @Centage (1,568 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/89440/ (62 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Non-Profit Organization Management - **Company Size:** 61% Mid-Market, 21% Enterprise #### Pros & Cons **Pros:** - Features (3 reviews) - Budgeting Management (2 reviews) - Insights Analysis (2 reviews) - Reporting Efficiency (2 reviews) - Budget Management (1 reviews) **Cons:** - Performance Issues (2 reviews) - Difficult Customization (1 reviews) - Excel Compatibility (1 reviews) - Excel Integration Issues (1 reviews) - Improvements Needed (1 reviews) ### 10. [Oracle Planning Cloud](https://www.g2.com/products/oracle-planning-cloud/reviews) Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources. **Average Rating:** 4.2/5.0 **Total Reviews:** 59 **User Satisfaction Scores:** - **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.0/10 (Category avg: 8.5/10) **Seller Details:** - **Seller:** [Oracle](https://www.g2.com/sellers/oracle) - **Year Founded:** 1977 - **HQ Location:** Austin, TX - **Twitter:** @Oracle (827,868 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/1028/ (199,301 employees on LinkedIn®) - **Ownership:** NYSE:ORCL **Reviewer Demographics:** - **Company Size:** 69% Enterprise, 33% Mid-Market #### Pros & Cons **Pros:** - Features (1 reviews) - Integrations (1 reviews) **Cons:** - Limited Features (1 reviews) - Poor Interface Design (1 reviews) ### 11. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **User Satisfaction Scores:** - **Reporting:** 8.8/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.5/10) - **Extended Planning:** 8.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Spotlight Reporting](https://www.g2.com/sellers/spotlight-reporting) - **Year Founded:** 2010 - **HQ Location:** Wellington, New Zealand - **Twitter:** @spotlightrep (7,729 Twitter followers) - **LinkedIn® Page:** https://linkedin.com/company/spotlight-reporting-limited (46 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting - **Company Size:** 63% Small-Business, 21% Mid-Market ### 12. [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com. **Average Rating:** 4.6/5.0 **Total Reviews:** 177 **User Satisfaction Scores:** - **Reporting:** 9.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.1/10 (Category avg: 8.5/10) - **Extended Planning:** 7.9/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [ClearPoint Strategy](https://www.g2.com/sellers/clearpoint-strategy) - **Company Website:** https://www.clearpointstrategy.com - **Year Founded:** 2008 - **HQ Location:** Arlington, VA - **Twitter:** @clearpointstrat (890 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/706074/ (31 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Government Administration, Non-Profit Organization Management - **Company Size:** 41% Mid-Market, 33% Enterprise #### Pros & Cons **Pros:** - Customer Support (31 reviews) - Ease of Use (19 reviews) - Helpful (11 reviews) - Intuitive (11 reviews) - Reporting Efficiency (11 reviews) **Cons:** - Learning Curve (16 reviews) - Learning Difficulty (7 reviews) - Limited Customization (7 reviews) - Not Intuitive (7 reviews) - Difficult Learning Curve (5 reviews) ### 13. [Jedox](https://www.g2.com/products/jedox/reviews) Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **User Satisfaction Scores:** - **Reporting:** 8.8/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.7/10 (Category avg: 8.5/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Jedox](https://www.g2.com/sellers/jedox) - **Company Website:** https://www.jedox.com - **Year Founded:** 2002 - **HQ Location:** Freiburg, Germany - **Twitter:** @Jedox (1,664 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/231653/ (385 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Controller - **Top Industries:** Information Technology and Services, Accounting - **Company Size:** 51% Mid-Market, 28% Small-Business #### Pros & Cons **Pros:** - Ease of Use (11 reviews) - Reporting (9 reviews) - Budgeting Management (8 reviews) - Flexibility (8 reviews) - Integrations (8 reviews) **Cons:** - Learning Curve (7 reviews) - Learning Difficulty (6 reviews) - Complex Modeling (5 reviews) - Setup Difficulty (5 reviews) - Complexity (4 reviews) ### 14. [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) Cascade is a global software company, consistently ranking as the world’s #1 strategy execution platform. At Cascade, we make visions happen by acting as the strategic brain of your organization, remediating the chaos of running your business so that you can move forward. Thousands of leading organizations leverage the Cascade platform to plan, execute, and track their strategies for realized performance and accelerated decision-making. Our customers are redefining the world–executing strategies that range from deploying life-saving vaccines to building the world’s fastest Formula One car. With Cascade at the helm, you’ll find it easy to: ✔Plan: Map your business to establish where you are today, helping you get where you want to go. ✔Execute: Connect the dots, creating a central view of your strategic progression with full context & visibility. ✔Track: Maximize your returns by reporting how your strategy contributes to your overall performance. Features you’ll love - ✔ Strategy Planner - Centralize your strategy to add structure and drive consistency. ✔ Metrics Library - Connect your business data directly to strategic focuses. ✔ Reports & Dashboards - Gauge an accurate picture of your strategic performance. ✔ Alignment & Relationships - Visualize how different plans interact & track dependencies. ✔ Team Management - Delegate ownership & set permissions. ✔ Integrations - Bring all of your information together under a single source of truth. Move your business forward today with Cascade. Book a demo or try it for free today: https://www.cascade.app/book-demo **Average Rating:** 4.8/5.0 **Total Reviews:** 231 **User Satisfaction Scores:** - **Reporting:** 9.1/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.6/10 (Category avg: 8.5/10) - **Extended Planning:** 9.6/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Cascade Strategy](https://www.g2.com/sellers/cascade-strategy) - **Year Founded:** 2016 - **HQ Location:** Sydney - **Twitter:** @cascadestrategy (791 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/2906476/ (270 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Non-Profit Organization Management, Hospital & Health Care - **Company Size:** 41% Mid-Market, 36% Small-Business #### Pros & Cons **Pros:** - Ease of Use (27 reviews) - Customer Support (17 reviews) - Planning (17 reviews) - Progress Tracking (14 reviews) - Tracking (12 reviews) **Cons:** - Missing Features (7 reviews) - Feature Issues (3 reviews) - Inadequate Reporting (3 reviews) - Limited Reporting (3 reviews) - Slow Performance (3 reviews) ### 15. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships. **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **User Satisfaction Scores:** - **Reporting:** 8.8/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.2/10 (Category avg: 8.5/10) - **Extended Planning:** 8.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software) - **Company Website:** https://www.phocassoftware.com - **Year Founded:** 1999 - **HQ Location:** Sydney, AU - **LinkedIn® Page:** https://www.linkedin.com/company/1114241/ (329 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Wholesale, Electrical/Electronic Manufacturing - **Company Size:** 66% Mid-Market, 23% Small-Business #### Pros & Cons **Pros:** - Ease of Use (11 reviews) - Data Analysis (8 reviews) - Customer Support (6 reviews) - Efficiency (6 reviews) - Capabilities (5 reviews) **Cons:** - Missing Functionality (4 reviews) - Feature Improvements (3 reviews) - Improvements Needed (3 reviews) - Missing Features (3 reviews) - Bugs (2 reviews) ### 16. [Vareto](https://www.g2.com/products/vareto/reviews) Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant. **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **User Satisfaction Scores:** - **Reporting:** 9.2/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.5/10) - **Extended Planning:** 8.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Vareto](https://www.g2.com/sellers/vareto) - **Year Founded:** 2020 - **HQ Location:** Mountain View, CA - **Twitter:** @VaretoApp (91 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/vareto/ (23 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 93% Mid-Market, 7% Small-Business ### 17. [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews) IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL reporting requirements. IRIS CARBON® is used for the regulatory reporting requirements of over 6000 companies and is being used for regulatory reporting requirements in the following countries: USA : Securities and Exchange Commission XBRL reporting since 2009 and iXBRL reporting since 2017; Federal Energy Regulatory Commission XBRL reporting since 2021 UK : Her Majesty's Revenue and Custom, iXBRL reporting since 2011-12 India : Ministry of Corporate Affairs, XBRL reporting since 2011 Ireland : Commissioners of Revenue iXBRL reporting since 2012-13 Italy: InfoCamere XBRL reporting since 2014-15 Europe : European Securities Markets Authority (ESMA)-ESEF iXBRL reporting since 2019 South Africa : Companies and Intellectual Property Commission's iXBRL reporting since 2018 IRIS CARBON® is a SOC-certified, intuitive, and feature-rich SaaS platform that collates data from multiple source systems so teams can efficiently combine data and narrative to generate financial and regulatory compliance reports. IRIS CARBON®, as a product, was launched in 2014 and is being used by several thousands of customers globally. With our deep hands-on expertise in XBRL and iXBRL around the globe, IRIS has been consistently topping the XBRL quality charts published by several independent quality evaluators, with our strong technology and XBRL expertise. **Average Rating:** 4.8/5.0 **Total Reviews:** 100 **User Satisfaction Scores:** - **Reporting:** 8.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.3/10 (Category avg: 8.5/10) - **Extended Planning:** 8.5/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [IRIS Business Services Limited](https://www.g2.com/sellers/iris-business-services-limited) - **Year Founded:** 2005 - **HQ Location:** Mumbai, IN - **Twitter:** @iris_carbon (103 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/showcase/iris-carbon1/?originalSubdomain=in (1 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Accounting, Financial Services - **Company Size:** 40% Mid-Market, 32% Enterprise #### Pros & Cons **Pros:** - Customer Support (11 reviews) - Ease of Use (5 reviews) - Efficiency Improvement (5 reviews) - Helpful (5 reviews) - Team Collaboration (4 reviews) **Cons:** - Confusing Interface (2 reviews) - Inconsistency (2 reviews) - Upload Issues (2 reviews) - Bugs (1 reviews) - Complex Features (1 reviews) ### 18. [IDU-Concept](https://www.g2.com/products/idu-concept/reviews) IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more. IDU-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and provide full access to constantly updated, accurate data. The Revenue Reporting module allows users to comment on and analyze revenue data in real-time. It also helps calculate anticipated outcomes, predict risk, and report on past numbers. Alerts are automated and customizable, notifying users whenever new information is uploaded into the database, or a particular data set needs attention. **Average Rating:** 4.4/5.0 **Total Reviews:** 53 **User Satisfaction Scores:** - **Reporting:** 9.2/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 7.3/10 (Category avg: 8.5/10) - **Extended Planning:** 8.7/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [IDU](https://www.g2.com/sellers/idu) - **Year Founded:** 1997 - **HQ Location:** Cape Town, South Africa - **Twitter:** @iduSoftware (2,760 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/idu-software/ (65 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** Financial Manager - **Top Industries:** Financial Services, Higher Education - **Company Size:** 60% Mid-Market, 26% Enterprise #### Pros & Cons **Pros:** - Budgeting Management (4 reviews) - Ease of Use (4 reviews) - Budget Management (3 reviews) - Reporting Efficiency (3 reviews) - Customizability (2 reviews) **Cons:** - Learning Difficulty (1 reviews) - Limited Customization (1 reviews) - Not Intuitive (1 reviews) - Refresh Issues (1 reviews) - Slow Performance (1 reviews) ### 19. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **User Satisfaction Scores:** - **Reporting:** 9.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.4/10 (Category avg: 8.5/10) - **Extended Planning:** 7.7/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Construction, Accounting - **Company Size:** 105% Mid-Market, 28% Enterprise #### Pros & Cons **Pros:** - Ease of Use (3 reviews) - Financial Reporting (3 reviews) - Report Creation (3 reviews) - Reporting Quality (3 reviews) - Customer Support (2 reviews) **Cons:** - Slow Performance (2 reviews) - Integration Issues (1 reviews) - Limited Customization (1 reviews) - Performance Issues (1 reviews) - Project Delays (1 reviews) ### 20. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards. **Average Rating:** 4.3/5.0 **Total Reviews:** 84 **User Satisfaction Scores:** - **Reporting:** 8.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.3/10 (Category avg: 8.5/10) - **Extended Planning:** 8.2/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [SAP](https://www.g2.com/sellers/sap) - **Year Founded:** 1972 - **HQ Location:** Walldorf - **Twitter:** @SAP (297,246 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®) - **Ownership:** NYSE:SAP **Reviewer Demographics:** - **Who Uses This:** Senior Consultant - **Top Industries:** Information Technology and Services, Computer Software - **Company Size:** 58% Enterprise, 26% Mid-Market ### 21. [Longview Tax](https://www.g2.com/products/insightsoftware-longview-tax/reviews) Looking for a smart, user-friendly solution to simplify your corporate tax management? Meet Longview Tax from insightsoftware! Our cloud-based platform offers an all-in-one tax management solution that's designed to help businesses like yours streamline their tax strategies, collect and process data, and create data-driven plans using real-time data. With Longview Tax, you can say goodbye to manual data entry and hours spent reconciling data from different systems. Our platform automatically collects tax and accounting data from multiple sources and validates it within the system, so you can trust that your data is accurate and up-to-date. Plus, with our pre-configured tax calculations and reporting features, you'll have the tools you need to plan and strategize effectively. Longview Tax also integrates seamlessly with Microsoft Excel and other insightsoftware solutions, like Longview Close, Longview Transfer Pricing, or CXO to create a complete tech stack that meets all your business needs. And with our reporting and analytics functionalities, you can gain insights into your tax-related metrics and identify trends or variances across reporting cycles. Try Longview Tax today and see how it can help your business thrive! **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **User Satisfaction Scores:** - **Reporting:** 9.4/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.2/10 (Category avg: 8.5/10) - **Extended Planning:** 9.4/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544) - **Year Founded:** 2018 - **HQ Location:** Raleigh, North Carolina - **Twitter:** @insightsoftware (803 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/outcomes-by-insightsoftware/ (2,267 employees on LinkedIn®) **Reviewer Demographics:** - **Company Size:** 57% Enterprise, 30% Small-Business #### Pros & Cons **Pros:** - Data Management (2 reviews) - Automation (1 reviews) - Data Analysis (1 reviews) - Ease of Use (1 reviews) - Efficiency (1 reviews) **Cons:** - Learning Difficulty (1 reviews) - Organizational Change (1 reviews) ### 22. [Kepion](https://www.g2.com/products/kepion/reviews) Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future. **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **User Satisfaction Scores:** - **Reporting:** 9.0/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.2/10 (Category avg: 8.5/10) - **Extended Planning:** 9.3/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Kepion](https://www.g2.com/sellers/kepion) - **Company Website:** https://www.kepion.com - **Year Founded:** 2009 - **HQ Location:** Seattle, US - **Twitter:** @kepion (172 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/438641/ (26 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Information Technology and Services - **Company Size:** 53% Small-Business, 42% Mid-Market #### Pros & Cons **Pros:** - Ease of Use (6 reviews) - Features (5 reviews) - Ease of Learning (4 reviews) - Efficiency (4 reviews) - Forecasting (4 reviews) **Cons:** - Dashboard Issues (3 reviews) - Difficult Learning (3 reviews) - Limited Options (3 reviews) - Complexity (2 reviews) - Dashboard Limitations (2 reviews) ### 23. [Inspire](https://www.g2.com/products/inspire-software-inspire/reviews) Inspire Software is a unified strategy execution and performance platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, performance management, and employee engagement in one system, Inspire gives leaders real-time visibility and helps every employee understand how their work drives success. With Inspire, executives gain clarity on progress against strategic initiatives, managers can align teams quickly, and employees stay motivated through built-in coaching, recognition, and feedback tools. The platform streamlines alignment, accountability, and execution so strategy moves from planning to measurable impact—faster and more predictably. Key capabilities and benefits include: • Unified OKR and goal management with AI-assisted creation and alignment • Real-time dashboards to track performance and surface risks early • Engagement, feedback, and recognition embedded into daily workflows • Performance and development conversations tied directly to strategy • Cross-functional visibility that breaks down silos and accelerates execution Organizations using Inspire see measurable impact, including: • Faster execution of strategic initiatives • Higher engagement and motivation across teams • Reduced attrition and stronger accountability • Improved revenue growth and operational agility Inspire enables organizations to align people, performance, and purpose—turning strategy into results with transparency, momentum, and confidence. **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **User Satisfaction Scores:** - **Reporting:** 9.8/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10) - **Custom Reporting:** 9.3/10 (Category avg: 8.5/10) - **Extended Planning:** 9.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Inspire Software](https://www.g2.com/sellers/inspire-software) - **Company Website:** https://inspiresoftware.com/ - **Year Founded:** 2017 - **HQ Location:** San Diego, CA - **Twitter:** @InspireSoftware (6,731 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/inspiresoftware/ (19 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Information Technology and Services - **Company Size:** 55% Mid-Market, 35% Small-Business #### Pros & Cons **Pros:** - Accountability (2 reviews) - Communication (2 reviews) - Customization (2 reviews) - Ease of Use (2 reviews) - Efficiency (2 reviews) ### 24. [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) 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. **Average Rating:** 4.4/5.0 **Total Reviews:** 407 **User Satisfaction Scores:** - **Reporting:** 7.7/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10) - **Custom Reporting:** 6.6/10 (Category avg: 8.5/10) - **Extended Planning:** 7.8/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Rhythm Systems](https://www.g2.com/sellers/rhythm-systems) - **Company Website:** https://www.rhythmsystems.com - **Year Founded:** 2006 - **HQ Location:** Charlotte, North Carolina - **Twitter:** @RhythmSystems (2,849 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/rhythm-systems-inc (38 employees on LinkedIn®) **Reviewer Demographics:** - **Who Uses This:** CEO, CFO - **Top Industries:** Hospital & Health Care, Computer Software - **Company Size:** 57% Mid-Market, 28% Small-Business #### Pros & Cons **Pros:** - Ease of Use (31 reviews) - Team Collaboration (27 reviews) - Tracking (26 reviews) - Progress Tracking (20 reviews) - Goal Management (19 reviews) **Cons:** - Learning Curve (8 reviews) - Learning Difficulty (7 reviews) - Missing Features (6 reviews) - Not Intuitive (6 reviews) - Poor Usability (6 reviews) ### 25. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business. **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **User Satisfaction Scores:** - **Reporting:** 8.3/10 (Category avg: 8.7/10) - **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10) - **Custom Reporting:** 8.3/10 (Category avg: 8.5/10) - **Extended Planning:** 10.0/10 (Category avg: 8.4/10) **Seller Details:** - **Seller:** [Fuelfinance](https://www.g2.com/sellers/fuelfinance) - **Year Founded:** 2019 - **HQ Location:** Delaware, IA - **Twitter:** @fuelfinance_ (331 Twitter followers) - **LinkedIn® Page:** https://www.linkedin.com/company/fuelfinance (43 employees on LinkedIn®) **Reviewer Demographics:** - **Top Industries:** Computer Software, Marketing and Advertising - **Company Size:** 54% Small-Business, 46% Mid-Market #### Pros & Cons **Pros:** - Financial Management (14 reviews) - Insights (9 reviews) - Budgeting Management (6 reviews) - Insights Analysis (6 reviews) - Ease of Use (5 reviews) **Cons:** - Limited Integration (2 reviews) - Limited Integrations (2 reviews) - Customization Difficulties (1 reviews) - Difficult Customization (1 reviews) - Downtime Issues (1 reviews) ## Parent Category [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## Related Categories - [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) --- ## Buyer Guide ### 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**