Best Corporate Performance Management (CPM) Software for Medium-Sized Businesses - Page 2

Nathan Calabrese
NC
Researched and written by 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, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business 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 Medium-Sized Business FP&A (Financial Planning & Analysis) category.

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

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

1 filter applied
Clear All
39 Listings in FP&A (Financial Planning & Analysis) Available
(111)4.3 out of 5
View top Consulting Services for SAP Business Planning and Consolidation (BPC)
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Enterprise
    • 26% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Business Planning and Consolidation (BPC) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time Efficiency
    2
    Budgeting
    1
    Budgeting Management
    1
    Budget Management
    1
    Collaboration
    1
    Cons
    Bugs
    1
    Data Management Issues
    1
    Difficult Setup
    1
    Expensive
    1
    Improvements Needed
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
    8.3
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.3
    Custom Reporting
    Average: 8.4
    8.2
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    301,753 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    125,049 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Enterprise
  • 26% Mid-Market
SAP Business Planning and Consolidation (BPC) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time Efficiency
2
Budgeting
1
Budgeting Management
1
Budget Management
1
Collaboration
1
Cons
Bugs
1
Data Management Issues
1
Difficult Setup
1
Expensive
1
Improvements Needed
1
SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
8.3
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.3
Custom Reporting
Average: 8.4
8.2
Extended Planning
Average: 8.2
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
301,753 Twitter followers
LinkedIn® Page
www.linkedin.com
125,049 employees on LinkedIn®
Ownership
NYSE:SAP
(174)4.4 out of 5
Optimized for quick response
3rd Easiest To Use in FP&A (Financial Planning & Analysis) software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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?

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Government Administration
    Market Segment
    • 41% Mid-Market
    • 38% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • AchieveIt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    45
    Progress Tracking
    31
    Tracking
    27
    Customer Support
    21
    Planning
    18
    Cons
    Limited Customization
    9
    Missing Features
    8
    Not Intuitive
    6
    Learning Curve
    5
    Dashboard Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • AchieveIt features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.4
    8.3
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    AchieveIt
    Company Website
    Year Founded
    2010
    HQ Location
    Atlanta, GA
    Twitter
    @GoAchieveIt
    10,982 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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?

Users
No information available
Industries
  • Hospital & Health Care
  • Government Administration
Market Segment
  • 41% Mid-Market
  • 38% Enterprise
AchieveIt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
45
Progress Tracking
31
Tracking
27
Customer Support
21
Planning
18
Cons
Limited Customization
9
Missing Features
8
Not Intuitive
6
Learning Curve
5
Dashboard Issues
4
AchieveIt features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.4
8.3
Extended Planning
Average: 8.2
Seller Details
Seller
AchieveIt
Company Website
Year Founded
2010
HQ Location
Atlanta, GA
Twitter
@GoAchieveIt
10,982 Twitter followers
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®

This is how G2 Deals can help you:

  • Easily shop for curated – and trusted – software
  • Own your own software buying journey
  • Discover exclusive deals on software
(308)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a versatile platform for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and customized to fit various business needs.
    • Reviewers appreciate Board's flexibility, ease of use, and customization capabilities, highlighting its ability to manage large organizations, retrieve data from multiple sources, and support decision-making processes.
    • Reviewers mentioned issues with the platform's speed when dealing with large datasets, complexity in initial setup and learning advanced features, and challenges with user authorizations and system integration.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    30
    Flexibility
    17
    Implementation Ease
    17
    Efficiency
    16
    Easy Integrations
    15
    Cons
    Missing Features
    8
    Learning Curve
    7
    Expensive
    6
    Learning Difficulty
    6
    Licensing Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Board features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.4
    8.7
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,811 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    871 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Board

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a versatile platform for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and customized to fit various business needs.
  • Reviewers appreciate Board's flexibility, ease of use, and customization capabilities, highlighting its ability to manage large organizations, retrieve data from multiple sources, and support decision-making processes.
  • Reviewers mentioned issues with the platform's speed when dealing with large datasets, complexity in initial setup and learning advanced features, and challenges with user authorizations and system integration.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
30
Flexibility
17
Implementation Ease
17
Efficiency
16
Easy Integrations
15
Cons
Missing Features
8
Learning Curve
7
Expensive
6
Learning Difficulty
6
Licensing Issues
6
Board features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.4
8.7
Extended Planning
Average: 8.2
Seller Details
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,811 Twitter followers
LinkedIn® Page
www.linkedin.com
871 employees on LinkedIn®
(174)4.6 out of 5
11th Easiest To Use in FP&A (Financial Planning & Analysis) software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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.

    Users
    No information available
    Industries
    • Wholesale
    • Electrical/Electronic Manufacturing
    Market Segment
    • 67% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Phocas Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    12
    Efficiency
    12
    Data Analysis
    9
    Speed
    9
    Cons
    Learning Curve
    9
    Learning Difficulty
    7
    Expensive
    6
    Confusion
    5
    Missing Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Phocas Software features and usability ratings that predict user satisfaction
    9.3
    Reporting
    Average: 8.7
    8.9
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Custom Reporting
    Average: 8.4
    9.0
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1999
    HQ Location
    Sydney, AU
    Twitter
    @PhocasSoftware
    1,669 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    296 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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.

Users
No information available
Industries
  • Wholesale
  • Electrical/Electronic Manufacturing
Market Segment
  • 67% Mid-Market
  • 22% Small-Business
Phocas Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
12
Efficiency
12
Data Analysis
9
Speed
9
Cons
Learning Curve
9
Learning Difficulty
7
Expensive
6
Confusion
5
Missing Features
5
Phocas Software features and usability ratings that predict user satisfaction
9.3
Reporting
Average: 8.7
8.9
Has the product been a good partner in doing business?
Average: 9.1
8.5
Custom Reporting
Average: 8.4
9.0
Extended Planning
Average: 8.2
Seller Details
Company Website
Year Founded
1999
HQ Location
Sydney, AU
Twitter
@PhocasSoftware
1,669 Twitter followers
LinkedIn® Page
www.linkedin.com
296 employees on LinkedIn®
(436)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 47% Mid-Market
    • 47% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
    • Reviewers like the user-friendly interface of Planful, its powerful automation features that save time on manual tasks, and its ability to facilitate data-driven decision making.
    • Reviewers mentioned that Planful has a steep initial learning curve, occasional slow system performance, and some tools and functions are difficult to find within the system.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    46
    Reporting
    28
    Report Creation
    18
    Features
    15
    Intuitive
    15
    Cons
    Learning Difficulty
    19
    Learning Curve
    16
    Missing Features
    16
    Limitations
    10
    Confusion
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planful features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.0
    Custom Reporting
    Average: 8.4
    7.9
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,715 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    625 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 47% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
  • Reviewers like the user-friendly interface of Planful, its powerful automation features that save time on manual tasks, and its ability to facilitate data-driven decision making.
  • Reviewers mentioned that Planful has a steep initial learning curve, occasional slow system performance, and some tools and functions are difficult to find within the system.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Reporting
28
Report Creation
18
Features
15
Intuitive
15
Cons
Learning Difficulty
19
Learning Curve
16
Missing Features
16
Limitations
10
Confusion
7
Planful features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.4
7.9
Extended Planning
Average: 8.2
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,715 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
(181)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customizable workflows, dashboards, and reports to match specific business requirements.
    • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
    • Users experienced issues with the user-friendliness of certain aspects of the program, the method of expanding from summary to detailed in the reports, and the reliance on a stable internet connection for optimal functionality.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    25
    Integrations
    15
    Efficiency
    12
    Customer Support
    11
    Easy Integrations
    11
    Cons
    Learning Curve
    11
    Learning Difficulty
    10
    Complexity
    7
    Not Intuitive
    7
    Setup Difficulty
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jedox features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    8.7
    Custom Reporting
    Average: 8.4
    8.9
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,712 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    382 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customizable workflows, dashboards, and reports to match specific business requirements.
  • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
  • Users experienced issues with the user-friendliness of certain aspects of the program, the method of expanding from summary to detailed in the reports, and the reliance on a stable internet connection for optimal functionality.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Integrations
15
Efficiency
12
Customer Support
11
Easy Integrations
11
Cons
Learning Curve
11
Learning Difficulty
10
Complexity
7
Not Intuitive
7
Setup Difficulty
6
Jedox features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.7
Custom Reporting
Average: 8.4
8.9
Extended Planning
Average: 8.2
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,712 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
(66)4.2 out of 5
View top Consulting Services for Oracle Planning Cloud
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 for

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 65% Enterprise
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle Planning Cloud features and usability ratings that predict user satisfaction
    0.0
    No information available
    8.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.4
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,568 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199,405 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

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 for

Users
No information available
Industries
No information available
Market Segment
  • 65% Enterprise
  • 30% Mid-Market
Oracle Planning Cloud features and usability ratings that predict user satisfaction
0.0
No information available
8.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.4
0.0
No information available
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,568 Twitter followers
LinkedIn® Page
www.linkedin.com
199,405 employees on LinkedIn®
Ownership
NYSE:ORCL
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 f

    Users
    No information available
    Industries
    • Construction
    • Accounting
    Market Segment
    • 108% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Spreadsheet Server by insightsoftware Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    31
    Reporting Efficiency
    19
    Report Creation
    18
    Efficiency
    16
    Excel Integration
    16
    Cons
    Slow Performance
    16
    Performance Issues
    10
    Difficult Setup
    8
    Learning Difficulty
    7
    Slow Loading
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
    9.7
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    9.4
    Custom Reporting
    Average: 8.4
    7.7
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Raleigh, North Carolina
    Twitter
    @insightsoftware
    787 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,100 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 f

Users
No information available
Industries
  • Construction
  • Accounting
Market Segment
  • 108% Mid-Market
  • 29% Enterprise
Spreadsheet Server by insightsoftware Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
31
Reporting Efficiency
19
Report Creation
18
Efficiency
16
Excel Integration
16
Cons
Slow Performance
16
Performance Issues
10
Difficult Setup
8
Learning Difficulty
7
Slow Loading
7
Spreadsheet Server by insightsoftware features and usability ratings that predict user satisfaction
9.7
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.1
9.4
Custom Reporting
Average: 8.4
7.7
Extended Planning
Average: 8.2
Seller Details
Year Founded
2018
HQ Location
Raleigh, North Carolina
Twitter
@insightsoftware
787 Twitter followers
LinkedIn® Page
www.linkedin.com
2,100 employees on LinkedIn®
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planacy is the leading challenger for data-driven Financial Planning - an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and pl

    Users
    • Business Controller
    Industries
    • Information Technology and Services
    Market Segment
    • 73% Mid-Market
    • 18% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Planacy Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Flexibility
    15
    Forecasting Efficiency
    11
    Customization
    10
    Budgeting Management
    9
    Cons
    Difficult Customization
    5
    Learning Difficulty
    5
    Required Expertise
    5
    Data Management
    4
    Difficult Setup
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Planacy features and usability ratings that predict user satisfaction
    9.0
    Reporting
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.4
    8.7
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Planacy
    Company Website
    Year Founded
    2015
    HQ Location
    Stockholm, SE
    Twitter
    @planacy
    29 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planacy is the leading challenger for data-driven Financial Planning - an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and pl

Users
  • Business Controller
Industries
  • Information Technology and Services
Market Segment
  • 73% Mid-Market
  • 18% Small-Business
Planacy Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Flexibility
15
Forecasting Efficiency
11
Customization
10
Budgeting Management
9
Cons
Difficult Customization
5
Learning Difficulty
5
Required Expertise
5
Data Management
4
Difficult Setup
4
Planacy features and usability ratings that predict user satisfaction
9.0
Reporting
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.4
8.7
Extended Planning
Average: 8.2
Seller Details
Seller
Planacy
Company Website
Year Founded
2015
HQ Location
Stockholm, SE
Twitter
@planacy
29 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
(253)4.9 out of 5
Optimized for quick response
9th Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for LiveFlow
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 80% Small-Business
    • 19% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • LiveFlow is a financial reporting and accounting platform that integrates with QuickBooks Online and Google Sheets to automate financial reporting and budgeting.
    • Users like LiveFlow's seamless integration with QuickBooks Online and Google Sheets, its ability to automate financial reporting and budgeting, and its time-saving capabilities.
    • Reviewers noted that while LiveFlow is powerful for automating standard reports, it can struggle with more complex or non-standard financial reports that require deep customization.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    75
    Time-Saving
    67
    Time-saving
    57
    Reporting Efficiency
    54
    Efficiency
    48
    Cons
    Expensive
    12
    Missing Features
    11
    Excel Integration Issues
    10
    Excel Compatibility
    7
    Learning Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • LiveFlow features and usability ratings that predict user satisfaction
    9.3
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Custom Reporting
    Average: 8.4
    9.8
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    47 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 80% Small-Business
  • 19% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • LiveFlow is a financial reporting and accounting platform that integrates with QuickBooks Online and Google Sheets to automate financial reporting and budgeting.
  • Users like LiveFlow's seamless integration with QuickBooks Online and Google Sheets, its ability to automate financial reporting and budgeting, and its time-saving capabilities.
  • Reviewers noted that while LiveFlow is powerful for automating standard reports, it can struggle with more complex or non-standard financial reports that require deep customization.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
75
Time-Saving
67
Time-saving
57
Reporting Efficiency
54
Efficiency
48
Cons
Expensive
12
Missing Features
11
Excel Integration Issues
10
Excel Compatibility
7
Learning Difficulty
7
LiveFlow features and usability ratings that predict user satisfaction
9.3
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.1
9.7
Custom Reporting
Average: 8.4
9.8
Extended Planning
Average: 8.2
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
47 employees on LinkedIn®
(102)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

    Users
    No information available
    Industries
    • Manufacturing
    • Electrical/Electronic Manufacturing
    Market Segment
    • 59% Enterprise
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • OneStream - Unified EPM Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    26
    Capabilities
    17
    Features
    11
    Integrations
    10
    Customization
    8
    Cons
    Learning Difficulty
    11
    Learning Curve
    10
    Limitations
    7
    Limited Functionality
    7
    Setup Difficulty
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • OneStream - Unified EPM features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.1
    9.0
    Custom Reporting
    Average: 8.4
    8.6
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    HQ Location
    Birmingham, MI
    Twitter
    @OneStream_Soft
    2,146 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,507 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) /

Users
No information available
Industries
  • Manufacturing
  • Electrical/Electronic Manufacturing
Market Segment
  • 59% Enterprise
  • 30% Mid-Market
OneStream - Unified EPM Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
26
Capabilities
17
Features
11
Integrations
10
Customization
8
Cons
Learning Difficulty
11
Learning Curve
10
Limitations
7
Limited Functionality
7
Setup Difficulty
7
OneStream - Unified EPM features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.1
9.0
Custom Reporting
Average: 8.4
8.6
Extended Planning
Average: 8.2
Seller Details
Company Website
HQ Location
Birmingham, MI
Twitter
@OneStream_Soft
2,146 Twitter followers
LinkedIn® Page
www.linkedin.com
1,507 employees on LinkedIn®
(184)4.7 out of 5
Optimized for quick response
View top Consulting Services for Jirav
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    • Controller
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Jirav Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Customer Support
    19
    Financial Management
    17
    Forecasting
    16
    Forecasting Efficiency
    14
    Cons
    Learning Curve
    15
    Learning Difficulty
    14
    Steep Learning Curve
    13
    Data Management
    5
    Difficult Setup
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Jirav features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.1
    8.5
    Custom Reporting
    Average: 8.4
    8.5
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,118 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    68 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • Controller
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 35% Mid-Market
Jirav Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Customer Support
19
Financial Management
17
Forecasting
16
Forecasting Efficiency
14
Cons
Learning Curve
15
Learning Difficulty
14
Steep Learning Curve
13
Data Management
5
Difficult Setup
5
Jirav features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.1
8.5
Custom Reporting
Average: 8.4
8.5
Extended Planning
Average: 8.2
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,118 Twitter followers
LinkedIn® Page
www.linkedin.com
68 employees on LinkedIn®
(803)4.2 out of 5
View top Consulting Services for SAP Analytics Cloud
Save to My Lists
Entry Level Price:$36.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 pl

    Users
    • Senior Consultant
    • Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 50% Enterprise
    • 27% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SAP Analytics Cloud Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    17
    Data Analysis
    14
    Data Visualization
    14
    Analytics
    9
    Dashboard Usability
    7
    Cons
    Learning Curve
    8
    Complexity
    7
    Slow Loading
    7
    Expensive
    6
    Integration Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SAP Analytics Cloud features and usability ratings that predict user satisfaction
    8.6
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.6
    Custom Reporting
    Average: 8.4
    8.4
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    301,753 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    125,049 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

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 pl

Users
  • Senior Consultant
  • Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 50% Enterprise
  • 27% Mid-Market
SAP Analytics Cloud Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
17
Data Analysis
14
Data Visualization
14
Analytics
9
Dashboard Usability
7
Cons
Learning Curve
8
Complexity
7
Slow Loading
7
Expensive
6
Integration Issues
6
SAP Analytics Cloud features and usability ratings that predict user satisfaction
8.6
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.1
8.6
Custom Reporting
Average: 8.4
8.4
Extended Planning
Average: 8.2
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
301,753 Twitter followers
LinkedIn® Page
www.linkedin.com
125,049 employees on LinkedIn®
Ownership
NYSE:SAP
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 connec

    Users
    No information available
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 63% Small-Business
    • 31% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Acterys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Capabilities
    5
    Customer Support
    5
    Easy Setup
    5
    Features
    5
    Cons
    Difficult Formatting
    1
    Difficult Setup
    1
    Formatting Difficulties
    1
    Formatting Issues
    1
    Implementation Difficulties
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Acterys features and usability ratings that predict user satisfaction
    9.6
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    9.7
    Custom Reporting
    Average: 8.4
    9.5
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    153 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    28 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 connec

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 63% Small-Business
  • 31% Mid-Market
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Capabilities
5
Customer Support
5
Easy Setup
5
Features
5
Cons
Difficult Formatting
1
Difficult Setup
1
Formatting Difficulties
1
Formatting Issues
1
Implementation Difficulties
1
Acterys features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.7
Custom Reporting
Average: 8.4
9.5
Extended Planning
Average: 8.2
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
153 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
(50)3.9 out of 5
View top Consulting Services for Oracle Hyperion Planning
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution.

    Users
    No information available
    Industries
    • Financial Services
    • Information Technology and Services
    Market Segment
    • 66% Enterprise
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Oracle Hyperion Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    1
    Forecasting Efficiency
    1
    Integrations
    1
    Platform Unification
    1
    Time-saving
    1
    Cons
    Implementation Difficulties
    1
    Insufficient Training
    1
    Learning Difficulty
    1
    Not Intuitive
    1
    Organizational Change
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Oracle Hyperion Planning features and usability ratings that predict user satisfaction
    7.2
    Reporting
    Average: 8.7
    6.7
    Has the product been a good partner in doing business?
    Average: 9.1
    6.7
    Custom Reporting
    Average: 8.4
    6.7
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Oracle
    Year Founded
    1977
    HQ Location
    Austin, TX
    Twitter
    @Oracle
    824,568 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199,405 employees on LinkedIn®
    Ownership
    NYSE:ORCL
Product Description
How are these determined?Information
This description is provided by the seller.

Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution.

Users
No information available
Industries
  • Financial Services
  • Information Technology and Services
Market Segment
  • 66% Enterprise
  • 28% Mid-Market
Oracle Hyperion Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
1
Forecasting Efficiency
1
Integrations
1
Platform Unification
1
Time-saving
1
Cons
Implementation Difficulties
1
Insufficient Training
1
Learning Difficulty
1
Not Intuitive
1
Organizational Change
1
Oracle Hyperion Planning features and usability ratings that predict user satisfaction
7.2
Reporting
Average: 8.7
6.7
Has the product been a good partner in doing business?
Average: 9.1
6.7
Custom Reporting
Average: 8.4
6.7
Extended Planning
Average: 8.2
Seller Details
Seller
Oracle
Year Founded
1977
HQ Location
Austin, TX
Twitter
@Oracle
824,568 Twitter followers
LinkedIn® Page
www.linkedin.com
199,405 employees on LinkedIn®
Ownership
NYSE:ORCL