Best FP&A Software for Small Business

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business FP&A (Financial Planning & Analysis) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business FP&A (Financial Planning & Analysis) category.

In addition to qualifying for inclusion in the FP&A Software category, to qualify for inclusion in the Small Business FP&A Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More
Show Less

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.

  • Small-Business
  • Rating
  • Language
  • Pricing
  • Features
1 filter applied
Clear All
  • Small-Business
  • Rating
  • Language
  • Pricing
  • Features
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All

26 Listings in Small Business FP&A (Financial Planning & Analysis) Available

  • Sort By:
    G2 Score
Anaplan
(452)4.6 out of 5
Optimized for quick response
3rd Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for Anaplan
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based software platform designed for multi-dimensional data management and business planning across various sectors such as finance, sales, HR, and supply chain.
    • Reviewers appreciate Anaplan's flexibility, its powerful calculation engine, and its ability to model complex business logic in a transparent, scalable way, as well as its user-friendly interface and real-time data updates.
    • Reviewers noted that Anaplan requires a good amount of knowledge to use the pre-defined functions, has high license costs, a steep learning curve, and is not ideal for highly transactional use cases.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan 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
    100
    Flexibility
    90
    Features
    87
    Efficiency
    63
    Planning
    59
    Cons
    Limitations
    44
    Missing Features
    39
    Learning Curve
    33
    Performance Issues
    30
    Lack of Features
    29
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.2
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    7.7
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    21,834 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,737 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based software platform designed for multi-dimensional data management and business planning across various sectors such as finance, sales, HR, and supply chain.
  • Reviewers appreciate Anaplan's flexibility, its powerful calculation engine, and its ability to model complex business logic in a transparent, scalable way, as well as its user-friendly interface and real-time data updates.
  • Reviewers noted that Anaplan requires a good amount of knowledge to use the pre-defined functions, has high license costs, a steep learning curve, and is not ideal for highly transactional use cases.
Anaplan 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
100
Flexibility
90
Features
87
Efficiency
63
Planning
59
Cons
Limitations
44
Missing Features
39
Learning Curve
33
Performance Issues
30
Lack of Features
29
View All Pros and Cons
Anaplan features and usability ratings that predict user satisfaction
8.2
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.2
7.7
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
21,834 Twitter followers
LinkedIn® Page
www.linkedin.com
2,737 employees on LinkedIn®
LiveFlow
(332)4.9 out of 5
Optimized for quick response
1st Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for LiveFlow
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% 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 reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
    • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
    • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
  • 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
    98
    Time-Saving
    83
    Time-saving
    80
    Reporting Efficiency
    70
    Efficiency
    63
    Cons
    Missing Features
    23
    Limited Customization
    14
    Inefficient Reporting
    12
    Expensive
    11
    Limited Reporting
    11
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    9.8
    Extended Planning
    Average: 8.3
  • 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
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% 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 reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
  • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
  • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
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
98
Time-Saving
83
Time-saving
80
Reporting Efficiency
70
Efficiency
63
Cons
Missing Features
23
Limited Customization
14
Inefficient Reporting
12
Expensive
11
Limited Reporting
11
View All Pros and Cons
LiveFlow features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
9.3
Custom Reporting
Average: 8.5
9.8
Extended Planning
Average: 8.3
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More
Workiva
(1,853)4.5 out of 5
Optimized for quick response
2nd Easiest To Use in FP&A (Financial Planning & Analysis) software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% 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.
    • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
    • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
    • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workiva 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
    439
    Collaboration
    238
    Team Collaboration
    215
    Features
    211
    Efficiency
    180
    Cons
    Missing Features
    148
    Limited Functionality
    102
    Learning Curve
    96
    Learning Difficulty
    94
    Limitations
    89
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva features and usability ratings that predict user satisfaction
    8.7
    Reporting
    Average: 8.7
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom Reporting
    Average: 8.5
    8.2
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,302 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,267 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% 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.
  • Workiva is a platform designed for real-time collaboration, allowing multiple users to work on the same document simultaneously and automatically updating data across linked documents.
  • Reviewers frequently mention the platform's real-time collaboration features, automated linking system, and the ability to centralize data and maintain real-time version control as key benefits.
  • Reviewers experienced a steep learning curve for new users, high pricing for smaller companies, and issues with data processing speeds and initial setup complexity.
Workiva 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
439
Collaboration
238
Team Collaboration
215
Features
211
Efficiency
180
Cons
Missing Features
148
Limited Functionality
102
Learning Curve
96
Learning Difficulty
94
Limitations
89
View All Pros and Cons
Workiva features and usability ratings that predict user satisfaction
8.7
Reporting
Average: 8.7
8.9
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom Reporting
Average: 8.5
8.2
Extended Planning
Average: 8.3
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,302 Twitter followers
LinkedIn® Page
www.linkedin.com
3,267 employees on LinkedIn®
Vena
(375)4.5 out of 5
Optimized for quick response
5th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 62% Mid-Market
    • 21% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
    • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
    • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    113
    Excel Integration
    60
    Features
    52
    User Interface
    50
    Reporting
    49
    Cons
    Learning Difficulty
    29
    Learning Curve
    27
    Steep Learning Curve
    25
    Difficult Learning
    18
    Setup Difficulty
    18
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.1
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom Reporting
    Average: 8.5
    8.8
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,355 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    693 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 62% Mid-Market
  • 21% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a software that integrates with Excel to streamline financial planning, reporting, and budgeting processes.
  • Reviewers like Vena's user-friendly interface, its seamless integration with Excel, the automation of manual tasks, and the efficient customer support.
  • Reviewers experienced issues with Vena's performance with large data sets, complex setup for new users, and limitations in certain features like data consolidation and error troubleshooting.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
113
Excel Integration
60
Features
52
User Interface
50
Reporting
49
Cons
Learning Difficulty
29
Learning Curve
27
Steep Learning Curve
25
Difficult Learning
18
Setup Difficulty
18
View All Pros and Cons
Vena features and usability ratings that predict user satisfaction
9.1
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom Reporting
Average: 8.5
8.8
Extended Planning
Average: 8.3
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,355 Twitter followers
LinkedIn® Page
www.linkedin.com
693 employees on LinkedIn®
Acterys
(70)4.8 out of 5
10th Easiest To Use in FP&A (Financial Planning & Analysis) software
  • 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
    • Accounting
    • Information Technology and Services
    Market Segment
    • 66% Small-Business
    • 29% 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.
    • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
    • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
    • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
  • 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
    Automation
    3
    Connectivity
    2
    Easy Integrations
    2
    Features
    2
    Integrations
    2
    Cons
    This product has not yet received any negative sentiments.
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.7
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    Custom Reporting
    Average: 8.5
    9.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    156 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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
  • Accounting
  • Information Technology and Services
Market Segment
  • 66% Small-Business
  • 29% 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.
  • Acterys is a tool for organizations to automate their financial planning, reporting, and analytics within tools like Power BI and Excel.
  • Users frequently mention the seamless integration with Power BI and Excel, the ability to automate data consolidation from multiple sources, and the write-back capabilities and customizable data models that make it highly flexible for financial and operational planning.
  • Users experienced high consultancy fees, complexity in initial setup especially if the Power BI model isn't well structured, and a learning curve when building more advanced planning models, particularly for users unfamiliar with SQL or multidimensional structures.
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
Automation
3
Connectivity
2
Easy Integrations
2
Features
2
Integrations
2
Cons
This product has not yet received any negative sentiments.
View All Pros and Cons
Acterys features and usability ratings that predict user satisfaction
9.7
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.6
Custom Reporting
Average: 8.5
9.6
Extended Planning
Average: 8.3
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
156 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
IBM Planning Analytics
(247)4.4 out of 5
Optimized for quick response
14th Easiest To Use in FP&A (Financial Planning & Analysis) software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 35% 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.
    • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
    • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
    • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics 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
    Efficiency
    35
    Planning Efficiency
    34
    Analytics
    31
    Ease of Use
    30
    Forecasting Accuracy
    30
    Cons
    Learning Curve
    29
    Learning Difficulty
    19
    User Difficulty
    19
    Difficult Learning
    16
    Complexity
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.9
    Reporting
    Average: 8.7
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    9.1
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,744 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Elim

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 35% 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.
  • IBM Planning Analytics is a tool that blends AI-driven insights with analytics for real-time analysis, forecasting, and financial consolidation.
  • Reviewers frequently mention the product's ability to handle large, multi-dimensional datasets with zero latency, its integration with Excel, and its automation features that save time and improve efficiency.
  • Users mentioned that the product's flexibility can lead to complexity, requiring technical expertise or consultants, and that the web interfaces can feel technical despite modernisation efforts, also the licensing cost is considered high by some users.
IBM Planning Analytics 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
Efficiency
35
Planning Efficiency
34
Analytics
31
Ease of Use
30
Forecasting Accuracy
30
Cons
Learning Curve
29
Learning Difficulty
19
User Difficulty
19
Difficult Learning
16
Complexity
15
View All Pros and Cons
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.3
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom Reporting
Average: 8.5
9.1
Extended Planning
Average: 8.3
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,744 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Board
(319)4.4 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 39% 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 software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
    • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
    • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
  • 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
    26
    Flexibility
    21
    Features
    20
    Efficiency
    18
    Customization
    16
    Cons
    Slow Performance
    9
    Learning Curve
    8
    Missing Features
    8
    Poor Visualization
    8
    Complexity
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Board features and usability ratings that predict user satisfaction
    8.6
    Reporting
    Average: 8.7
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Custom Reporting
    Average: 8.5
    8.7
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Board International
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,239 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully int

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 39% 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 software solution that integrates data from multiple sources for planning, analysis, forecasting, and reporting, and also provides a platform for meeting management and document storage.
  • Reviewers frequently mention the software's high flexibility, intuitive interface, and ability to streamline decision-making by providing a single source of truth for business performance.
  • Users mentioned that Board can be complex to configure, especially for new users, and performance can slow down when handling very large datasets, updates occasionally require system reconfiguration, and the software can feel overwhelming for smaller teams due to its extensive features.
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
26
Flexibility
21
Features
20
Efficiency
18
Customization
16
Cons
Slow Performance
9
Learning Curve
8
Missing Features
8
Poor Visualization
8
Complexity
7
View All Pros and Cons
Board features and usability ratings that predict user satisfaction
8.6
Reporting
Average: 8.7
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.6
Custom Reporting
Average: 8.5
8.7
Extended Planning
Average: 8.3
Seller Details
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,239 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
SAP Analytics Cloud
(886)4.2 out of 5
View top Consulting Services for SAP Analytics Cloud
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
    • 49% Enterprise
    • 28% 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.
    • SAP Analytics Cloud is a platform that combines business intelligence, planning, and predictive analytics into one unified, cloud-based solution, with a focus on real-time data, interactive dashboards, and forecasting tools.
    • Reviewers like the platform's real-time data, interactive dashboards, and forecasting tools, which make reporting faster, more accurate, and actionable, and its tight integration with the SAP ecosystem, which allows for reporting and planning to be combined in one platform.
    • Reviewers experienced performance issues with very large datasets, as dashboards can sometimes load slowly, and advanced customization options for certain visualizations are limited compared to specialized BI tools.
  • 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
    68
    Data Analysis
    52
    Data Visualization
    51
    Easy Integrations
    40
    Analytics
    39
    Cons
    Slow Performance
    36
    Learning Curve
    35
    Learning Difficulty
    33
    Performance Issues
    32
    Large Dataset Handling
    30
    View All Pros and Cons
  • 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: 9.2
    8.6
    Custom Reporting
    Average: 8.5
    8.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SAP
    Company Website
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    297,265 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    138,451 employees on LinkedIn®
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
  • 49% Enterprise
  • 28% 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.
  • SAP Analytics Cloud is a platform that combines business intelligence, planning, and predictive analytics into one unified, cloud-based solution, with a focus on real-time data, interactive dashboards, and forecasting tools.
  • Reviewers like the platform's real-time data, interactive dashboards, and forecasting tools, which make reporting faster, more accurate, and actionable, and its tight integration with the SAP ecosystem, which allows for reporting and planning to be combined in one platform.
  • Reviewers experienced performance issues with very large datasets, as dashboards can sometimes load slowly, and advanced customization options for certain visualizations are limited compared to specialized BI tools.
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
68
Data Analysis
52
Data Visualization
51
Easy Integrations
40
Analytics
39
Cons
Slow Performance
36
Learning Curve
35
Learning Difficulty
33
Performance Issues
32
Large Dataset Handling
30
View All Pros and Cons
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: 9.2
8.6
Custom Reporting
Average: 8.5
8.3
Extended Planning
Average: 8.3
Seller Details
Seller
SAP
Company Website
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
297,265 Twitter followers
LinkedIn® Page
www.linkedin.com
138,451 employees on LinkedIn®
Workday Adaptive Planning
(303)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 58% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive 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
    13
    Efficiency
    11
    Capabilities
    8
    Features
    8
    Planning
    8
    Cons
    Complexity
    5
    Complex Setup
    5
    Learning Difficulty
    5
    Steep Learning Curve
    5
    Difficult Customization
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Custom Reporting
    Average: 8.5
    7.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,240 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    26,836 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collabo

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 58% Mid-Market
  • 33% Enterprise
Workday Adaptive 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
13
Efficiency
11
Capabilities
8
Features
8
Planning
8
Cons
Complexity
5
Complex Setup
5
Learning Difficulty
5
Steep Learning Curve
5
Difficult Customization
4
View All Pros and Cons
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.0
Custom Reporting
Average: 8.5
7.9
Extended Planning
Average: 8.3
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,240 Twitter followers
LinkedIn® Page
www.linkedin.com
26,836 employees on LinkedIn®
Jirav
(191)4.7 out of 5
Optimized for quick response
View top Consulting Services for Jirav
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
    • Controller
    • CFO
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 34% 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
    6
    Customer Support
    5
    Dashboards
    4
    Easy Setup
    4
    Financial Management
    4
    Cons
    Steep Learning Curve
    4
    Learning Curve
    3
    Learning Difficulty
    2
    Limited Reporting
    2
    Missing Features
    2
    View All Pros and Cons
  • 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: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    8.5
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,124 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 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
  • Controller
  • CFO
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 34% 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
6
Customer Support
5
Dashboards
4
Easy Setup
4
Financial Management
4
Cons
Steep Learning Curve
4
Learning Curve
3
Learning Difficulty
2
Limited Reporting
2
Missing Features
2
View All Pros and Cons
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: 9.2
8.5
Custom Reporting
Average: 8.5
8.5
Extended Planning
Average: 8.3
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,124 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Datarails
(295)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • CFO
    • Chief Financial Officer
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 73% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
    • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
    • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    92
    Reporting Efficiency
    53
    Excel Integration
    51
    Data Management
    49
    Efficiency
    46
    Cons
    Learning Difficulty
    36
    Learning Curve
    26
    Missing Features
    24
    Steep Learning Curve
    23
    Complexity
    21
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Custom Reporting
    Average: 8.5
    8.0
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,153 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    411 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • CFO
  • Chief Financial Officer
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 73% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
  • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
  • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
92
Reporting Efficiency
53
Excel Integration
51
Data Management
49
Efficiency
46
Cons
Learning Difficulty
36
Learning Curve
26
Missing Features
24
Steep Learning Curve
23
Complexity
21
View All Pros and Cons
Datarails features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
9.1
Custom Reporting
Average: 8.5
8.0
Extended Planning
Average: 8.3
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,153 Twitter followers
LinkedIn® Page
www.linkedin.com
411 employees on LinkedIn®
Joiin
(79)4.7 out of 5
7th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% 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.
    • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Joiin 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
    24
    Reporting
    17
    Reporting Efficiency
    17
    Customer Support
    14
    Report Creation
    14
    Cons
    Inefficient Reporting
    10
    Missing Features
    10
    Reporting Issues
    10
    Limited Reporting
    9
    Formatting Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Joiin features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom Reporting
    Average: 8.5
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    200 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% 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.
  • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
Joiin 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
24
Reporting
17
Reporting Efficiency
17
Customer Support
14
Report Creation
14
Cons
Inefficient Reporting
10
Missing Features
10
Reporting Issues
10
Limited Reporting
9
Formatting Issues
5
View All Pros and Cons
Joiin features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom Reporting
Average: 8.5
0.0
No information available
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
200 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Mosaic Tech
(215)4.7 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Customer Support
    15
    Integrations
    12
    Features
    11
    Reporting Efficiency
    11
    Cons
    Learning Difficulty
    10
    Learning Curve
    6
    Limited Customization
    6
    Difficult Customization
    5
    Customization Difficulties
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    8.5
    Reporting
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.0
    Custom Reporting
    Average: 8.5
    8.6
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HiBob
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @HiBob_HR
    4,212 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,018 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Customer Support
15
Integrations
12
Features
11
Reporting Efficiency
11
Cons
Learning Difficulty
10
Learning Curve
6
Limited Customization
6
Difficult Customization
5
Customization Difficulties
4
View All Pros and Cons
Mosaic Tech features and usability ratings that predict user satisfaction
8.5
Reporting
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.0
Custom Reporting
Average: 8.5
8.6
Extended Planning
Average: 8.3
Seller Details
Seller
HiBob
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@HiBob_HR
4,212 Twitter followers
LinkedIn® Page
www.linkedin.com
2,018 employees on LinkedIn®
Fathom
(53)4.7 out of 5
View top Consulting Services for Fathom
Entry Level Price:$53.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 49% Small-Business
    • 32% 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.
    • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
    • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
    • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Fathom 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
    Features
    15
    Reporting
    15
    Ease of Use
    14
    Reporting Efficiency
    14
    Customer Support
    11
    Cons
    Missing Features
    6
    Upload Issues
    5
    Customization Difficulties
    4
    Import Issues
    4
    Improvements Needed
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fathom features and usability ratings that predict user satisfaction
    8.2
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom Reporting
    Average: 8.5
    7.3
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fathom Applications
    Company Website
    Year Founded
    2010
    HQ Location
    Brisbane, QLD
    Twitter
    @fathomhq
    7,430 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 49% Small-Business
  • 32% 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.
  • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
  • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
  • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
Fathom 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
Features
15
Reporting
15
Ease of Use
14
Reporting Efficiency
14
Customer Support
11
Cons
Missing Features
6
Upload Issues
5
Customization Difficulties
4
Import Issues
4
Improvements Needed
4
View All Pros and Cons
Fathom features and usability ratings that predict user satisfaction
8.2
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom Reporting
Average: 8.5
7.3
Extended Planning
Average: 8.3
Seller Details
Seller
Fathom Applications
Company Website
Year Founded
2010
HQ Location
Brisbane, QLD
Twitter
@fathomhq
7,430 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Clockwork.ai
(46)4.9 out of 5
8th Easiest To Use in FP&A (Financial Planning & Analysis) software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clockwork.ai 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
    Customer Support
    5
    Ease of Use
    5
    Ease of Implementation
    4
    Implementation Ease
    3
    Automation
    2
    Cons
    Slow Loading
    2
    Slow Performance
    2
    Performance Issues
    1
    Update Issues
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai 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: 9.2
    9.3
    Custom Reporting
    Average: 8.5
    9.9
    Extended Planning
    Average: 8.3
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai 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
Customer Support
5
Ease of Use
5
Ease of Implementation
4
Implementation Ease
3
Automation
2
Cons
Slow Loading
2
Slow Performance
2
Performance Issues
1
Update Issues
1
View All Pros and Cons
Clockwork.ai 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: 9.2
9.3
Custom Reporting
Average: 8.5
9.9
Extended Planning
Average: 8.3
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
115 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All
  • Small-Business
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Features
Sort by
Clear All

26 Listings in Small Business FP&A (Financial Planning & Analysis) Available

  • Sort By:
    G2 Score