Best Corporate Performance Management (CPM) Software for 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 Corporate Performance Management (CPM) Software category, to qualify for inclusion in the Small Business Corporate Performance Management (CPM) Software category, a product must have at least 10 reviews left by a reviewer from a small 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.

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

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Workiva
(1,329)4.6 out of 5
Optimized for quick response
1st 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.

    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 cloud-based solution that offers functionalities for collaboration, data integration, audit logging, and regulatory reporting.
    • Users like Workiva's intuitive interface, real-time collaboration, data integration, automation features, and the ability to streamline processes and increase efficiency.
    • Reviewers experienced issues with timely support, found the product relatively expensive, mentioned limitations in customization, and reported performance issues with large datasets and slow connections.
  • 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
    564
    Collaboration
    311
    Team Collaboration
    278
    Features
    258
    Efficiency
    244
    Cons
    Missing Features
    213
    Slow Loading
    125
    Limited Functionality
    119
    Limited Features
    116
    Learning Curve
    112
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva 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: 9.1
    9.0
    Custom Reporting
    Average: 8.4
    8.4
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,403 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,053 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 cloud-based solution that offers functionalities for collaboration, data integration, audit logging, and regulatory reporting.
  • Users like Workiva's intuitive interface, real-time collaboration, data integration, automation features, and the ability to streamline processes and increase efficiency.
  • Reviewers experienced issues with timely support, found the product relatively expensive, mentioned limitations in customization, and reported performance issues with large datasets and slow connections.
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
564
Collaboration
311
Team Collaboration
278
Features
258
Efficiency
244
Cons
Missing Features
213
Slow Loading
125
Limited Functionality
119
Limited Features
116
Learning Curve
112
Workiva 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: 9.1
9.0
Custom Reporting
Average: 8.4
8.4
Extended Planning
Average: 8.2
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,403 Twitter followers
LinkedIn® Page
www.linkedin.com
3,053 employees on LinkedIn®
Get a quote
Mosaic Tech
(214)4.7 out of 5
10th 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.

    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
    • 64% Mid-Market
    • 36% 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.
    • Mosaic is a financial modeling tool that connects to various data sources and provides real-time updates, robust libraries of SaaS KPIs/Metrics, and features for financial analysis and forecasting.
    • Reviewers appreciate the tool's ease of use, seamless integration with other systems, robust reporting capabilities, and the ability to quickly and easily compare metrics that previously took a lot of time to create.
    • Reviewers experienced a learning curve with creating formulas and linking elements of a financial model, found the user interface less approachable for all, and felt that the tool was lacking in terms of customization of variance analysis reports and business-specific inputs for resource planning.
  • 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
    57
    Customer Support
    53
    Integrations
    33
    Easy Integrations
    31
    Forecasting Efficiency
    26
    Cons
    Missing Features
    16
    Learning Difficulty
    15
    Limited Customization
    14
    Difficult Customization
    12
    Learning Curve
    12
  • 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: 9.1
    8.0
    Custom Reporting
    Average: 8.4
    8.6
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Mosaic Tech
    Company Website
    Year Founded
    2019
    HQ Location
    San Diego, US
    Twitter
    @MosaicTechInfo
    304 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    103 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
  • 64% Mid-Market
  • 36% 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.
  • Mosaic is a financial modeling tool that connects to various data sources and provides real-time updates, robust libraries of SaaS KPIs/Metrics, and features for financial analysis and forecasting.
  • Reviewers appreciate the tool's ease of use, seamless integration with other systems, robust reporting capabilities, and the ability to quickly and easily compare metrics that previously took a lot of time to create.
  • Reviewers experienced a learning curve with creating formulas and linking elements of a financial model, found the user interface less approachable for all, and felt that the tool was lacking in terms of customization of variance analysis reports and business-specific inputs for resource planning.
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
57
Customer Support
53
Integrations
33
Easy Integrations
31
Forecasting Efficiency
26
Cons
Missing Features
16
Learning Difficulty
15
Limited Customization
14
Difficult Customization
12
Learning Curve
12
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: 9.1
8.0
Custom Reporting
Average: 8.4
8.6
Extended Planning
Average: 8.2
Seller Details
Seller
Mosaic Tech
Company Website
Year Founded
2019
HQ Location
San Diego, US
Twitter
@MosaicTechInfo
304 Twitter followers
LinkedIn® Page
www.linkedin.com
103 employees on LinkedIn®
Get a quote

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LiveFlow
(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®
Jirav
(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®
Get a quote
Rhythm
(362)4.4 out of 5
Optimized for quick response
12th Easiest To Use in FP&A (Financial Planning & Analysis) software
Save to My Lists
Entry Level Price:$25.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic pla

    Users
    • CEO
    • Executive Assistant
    Industries
    • Hospital & Health Care
    • Computer Software
    Market Segment
    • 57% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Rhythm 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
    53
    Team Collaboration
    39
    Planning
    34
    Progress Tracking
    33
    Goal Management
    31
    Cons
    Poor Usability
    18
    Learning Curve
    17
    Learning Difficulty
    15
    Missing Features
    15
    Not Intuitive
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Rhythm features and usability ratings that predict user satisfaction
    7.8
    Reporting
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.1
    6.6
    Custom Reporting
    Average: 8.4
    8.0
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Rhythm Systems
    Company Website
    Year Founded
    2006
    HQ Location
    Charlotte, North Carolina
    Twitter
    @RhythmSystems
    2,909 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic pla

Users
  • CEO
  • Executive Assistant
Industries
  • Hospital & Health Care
  • Computer Software
Market Segment
  • 57% Mid-Market
  • 28% Small-Business
Rhythm 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
53
Team Collaboration
39
Planning
34
Progress Tracking
33
Goal Management
31
Cons
Poor Usability
18
Learning Curve
17
Learning Difficulty
15
Missing Features
15
Not Intuitive
13
Rhythm features and usability ratings that predict user satisfaction
7.8
Reporting
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.1
6.6
Custom Reporting
Average: 8.4
8.0
Extended Planning
Average: 8.2
Seller Details
Seller
Rhythm Systems
Company Website
Year Founded
2006
HQ Location
Charlotte, North Carolina
Twitter
@RhythmSystems
2,909 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
Anaplan
(391)4.6 out of 5
Optimized for quick response
8th Easiest To Use in FP&A (Financial Planning & Analysis) software
View top Consulting Services for Anaplan
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.

    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
    • Management Consulting
    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.
    • Anaplan is a cloud-based platform for application lifecycle management, featuring UX dashboards and flexible formula-based logic, designed to evolve business processes and planning.
    • Users frequently mention Anaplan's high flexibility and scalability, its ability to handle large data sets, and its strong focus on customer success, which includes high-quality training resources and a supportive community.
    • Reviewers noted some limitations with Anaplan, such as confusing pricing, limited offline flexibility, complex integration, unplanned system downtime, and issues with handling large, sparse datasets.
  • 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
    Flexibility
    91
    Ease of Use
    81
    Features
    72
    Planning
    56
    Planning Efficiency
    49
    Cons
    Missing Features
    48
    Limitations
    38
    Lack of Features
    32
    Performance Issues
    29
    Limited Functionality
    28
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.1
    Reporting
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.1
    7.9
    Custom Reporting
    Average: 8.4
    9.1
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,440 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,377 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
  • Management Consulting
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.
  • Anaplan is a cloud-based platform for application lifecycle management, featuring UX dashboards and flexible formula-based logic, designed to evolve business processes and planning.
  • Users frequently mention Anaplan's high flexibility and scalability, its ability to handle large data sets, and its strong focus on customer success, which includes high-quality training resources and a supportive community.
  • Reviewers noted some limitations with Anaplan, such as confusing pricing, limited offline flexibility, complex integration, unplanned system downtime, and issues with handling large, sparse datasets.
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
Flexibility
91
Ease of Use
81
Features
72
Planning
56
Planning Efficiency
49
Cons
Missing Features
48
Limitations
38
Lack of Features
32
Performance Issues
29
Limited Functionality
28
Anaplan features and usability ratings that predict user satisfaction
8.1
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
7.9
Custom Reporting
Average: 8.4
9.1
Extended Planning
Average: 8.2
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,440 Twitter followers
LinkedIn® Page
www.linkedin.com
2,377 employees on LinkedIn®
Get a quote
Vena
(322)4.5 out of 5
Optimized for quick response
5th 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.

    Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 61% Mid-Market
    • 20% 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 financial planning and analysis tool that integrates with Excel to streamline financial processes and enhance efficiency.
    • Reviewers like Vena's seamless Excel integration, powerful automation, real-time data consolidation, and exceptional customer support, which collectively streamline financial processes and enhance efficiency.
    • Users reported that Vena can be slow at times, has a steep learning curve for new users, and the initial setup and implementation can be complex and time-consuming.
  • 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
    115
    Excel Integration
    50
    User Interface
    50
    Features
    48
    Excel Compatibility
    44
    Cons
    Learning Difficulty
    31
    Learning Curve
    29
    Steep Learning Curve
    23
    Difficult Learning
    20
    Complexity
    17
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.4
    Reporting
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.1
    9.1
    Custom Reporting
    Average: 8.4
    9.0
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,384 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    671 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Reduce reporting, budgeting & close times by 50% with Vena—the only Complete Planning platform natively integrated with Microsoft 365. With a familiar Excel interface, AI-powered insights and a

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 61% Mid-Market
  • 20% 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 financial planning and analysis tool that integrates with Excel to streamline financial processes and enhance efficiency.
  • Reviewers like Vena's seamless Excel integration, powerful automation, real-time data consolidation, and exceptional customer support, which collectively streamline financial processes and enhance efficiency.
  • Users reported that Vena can be slow at times, has a steep learning curve for new users, and the initial setup and implementation can be complex and time-consuming.
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
115
Excel Integration
50
User Interface
50
Features
48
Excel Compatibility
44
Cons
Learning Difficulty
31
Learning Curve
29
Steep Learning Curve
23
Difficult Learning
20
Complexity
17
Vena features and usability ratings that predict user satisfaction
9.4
Reporting
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.1
9.1
Custom Reporting
Average: 8.4
9.0
Extended Planning
Average: 8.2
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,384 Twitter followers
LinkedIn® Page
www.linkedin.com
671 employees on LinkedIn®
Get a quote
Apliqo
(43)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Consulting
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Apliqo 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
    27
    Features
    17
    Intuitive
    14
    Flexibility
    10
    Analytics
    8
    Cons
    Learning Difficulty
    13
    Steep Learning Curve
    13
    Learning Curve
    11
    Expertise Required
    5
    Complexity
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apliqo features and usability ratings that predict user satisfaction
    9.9
    Reporting
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.1
    9.4
    Custom Reporting
    Average: 8.4
    9.9
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apliqo
    Company Website
    Year Founded
    2013
    HQ Location
    Zurich, CH
    Twitter
    @apliqo
    49 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

Users
  • Consultant
  • Senior Consultant
Industries
  • Consulting
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 30% Small-Business
Apliqo 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
27
Features
17
Intuitive
14
Flexibility
10
Analytics
8
Cons
Learning Difficulty
13
Steep Learning Curve
13
Learning Curve
11
Expertise Required
5
Complexity
3
Apliqo features and usability ratings that predict user satisfaction
9.9
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.4
Custom Reporting
Average: 8.4
9.9
Extended Planning
Average: 8.2
Seller Details
Seller
Apliqo
Company Website
Year Founded
2013
HQ Location
Zurich, CH
Twitter
@apliqo
49 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
Get a quote
Board
(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
    Seller
    Board International
    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
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,811 Twitter followers
LinkedIn® Page
www.linkedin.com
871 employees on LinkedIn®
Get a quote
SAP Analytics Cloud
(803)4.2 out of 5
View top Consulting Services for SAP Analytics Cloud
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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
Read SAP Analytics Cloud Reviews
Workday Adaptive Planning
(274)4.3 out of 5
Optimized for quick response
View top Consulting Services for Workday Adaptive Planning
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 61% Mid-Market
    • 31% 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
    77
    Excel Integration
    31
    Reporting
    30
    Efficiency
    28
    Features
    27
    Cons
    Learning Difficulty
    32
    Learning Curve
    20
    Limited Reporting
    20
    Setup Difficulty
    20
    Steep Learning Curve
    20
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.0
    Reporting
    Average: 8.7
    8.4
    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
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,266 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    23,580 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 61% Mid-Market
  • 31% 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
77
Excel Integration
31
Reporting
30
Efficiency
28
Features
27
Cons
Learning Difficulty
32
Learning Curve
20
Limited Reporting
20
Setup Difficulty
20
Steep Learning Curve
20
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.0
Reporting
Average: 8.7
8.4
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
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,266 Twitter followers
LinkedIn® Page
www.linkedin.com
23,580 employees on LinkedIn®
AchieveIt
(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®
Get a quote
Datarails
(172)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

    Users
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 71% Mid-Market
    • 21% 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 reporting tool that consolidates data from multiple sources for comprehensive financial reporting, offering various reporting tools from Dashboards to Excel and PowerPoint reports.
    • Reviewers appreciate the ease of use, the ability to manage different versions of budgets/forecasts, the dashboards of financials, and the drag and drop functionality to create reports, along with the excellent customer support.
    • Users experienced issues with the steep learning curve, the time-consuming process of building reports, the limitations in dynamic features for certain instances of reporting, and the need for more in-depth documentation and instructions.
  • 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
    45
    Customer Support
    28
    Reporting Efficiency
    23
    Report Creation
    22
    Data Management
    21
    Cons
    Learning Difficulty
    22
    Learning Curve
    14
    Reporting Issues
    11
    Steep Learning Curve
    10
    Implementation Difficulties
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.2
    Reporting
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.1
    9.3
    Custom Reporting
    Average: 8.4
    8.1
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,110 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    232 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

Users
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 71% Mid-Market
  • 21% 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 reporting tool that consolidates data from multiple sources for comprehensive financial reporting, offering various reporting tools from Dashboards to Excel and PowerPoint reports.
  • Reviewers appreciate the ease of use, the ability to manage different versions of budgets/forecasts, the dashboards of financials, and the drag and drop functionality to create reports, along with the excellent customer support.
  • Users experienced issues with the steep learning curve, the time-consuming process of building reports, the limitations in dynamic features for certain instances of reporting, and the need for more in-depth documentation and instructions.
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
45
Customer Support
28
Reporting Efficiency
23
Report Creation
22
Data Management
21
Cons
Learning Difficulty
22
Learning Curve
14
Reporting Issues
11
Steep Learning Curve
10
Implementation Difficulties
8
Datarails features and usability ratings that predict user satisfaction
9.2
Reporting
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.1
9.3
Custom Reporting
Average: 8.4
8.1
Extended Planning
Average: 8.2
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,110 Twitter followers
LinkedIn® Page
www.linkedin.com
232 employees on LinkedIn®
Get a quote
Causal
(255)4.6 out of 5
Optimized for quick response
Save to My Lists
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

    Users
    • Founder
    • CEO
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Causal 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
    Modeling
    13
    Features
    12
    Forecasting Efficiency
    11
    Customer Support
    9
    Cons
    Learning Curve
    10
    Learning Difficulty
    10
    Steep Learning Curve
    10
    Missing Features
    6
    Affordability Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    8.8
    Reporting
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.1
    8.8
    Custom Reporting
    Average: 8.4
    8.7
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Causal
    Company Website
    Year Founded
    2019
    HQ Location
    London, GB
    Twitter
    @CausalHQ
    7,957 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    46 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

Users
  • Founder
  • CEO
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal 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
Modeling
13
Features
12
Forecasting Efficiency
11
Customer Support
9
Cons
Learning Curve
10
Learning Difficulty
10
Steep Learning Curve
10
Missing Features
6
Affordability Issues
3
Causal features and usability ratings that predict user satisfaction
8.8
Reporting
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.1
8.8
Custom Reporting
Average: 8.4
8.7
Extended Planning
Average: 8.2
Seller Details
Seller
Causal
Company Website
Year Founded
2019
HQ Location
London, GB
Twitter
@CausalHQ
7,957 Twitter followers
LinkedIn® Page
www.linkedin.com
46 employees on LinkedIn®
Solver
(241)4.5 out of 5
Optimized for quick response
14th Easiest To Use in FP&A (Financial Planning & Analysis) software
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 65% 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.
    • Solver is a software tool that streamlines reporting and allows for the creation of custom items and reports based on user roles.
    • Reviewers frequently mention the software's ability to sync with accounting software, automate complex reports, and transform budgeting processes, highlighting its ease of use and powerful report writing capabilities.
    • Users reported challenges with the initial setup, slow implementation process, occasional slow performance, inability to input data associated with detailed journal entries, and issues with duplicated data when using different input forms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver 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
    35
    Report Creation
    30
    Excel Integration
    18
    Reporting Efficiency
    18
    Excel Functionality
    14
    Cons
    Learning Difficulty
    16
    Learning Curve
    13
    Excel Compatibility
    8
    Missing Features
    8
    Performance Issues
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver 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: 9.1
    8.9
    Custom Reporting
    Average: 8.4
    8.2
    Extended Planning
    Average: 8.2
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    557 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    199 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 65% 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.
  • Solver is a software tool that streamlines reporting and allows for the creation of custom items and reports based on user roles.
  • Reviewers frequently mention the software's ability to sync with accounting software, automate complex reports, and transform budgeting processes, highlighting its ease of use and powerful report writing capabilities.
  • Users reported challenges with the initial setup, slow implementation process, occasional slow performance, inability to input data associated with detailed journal entries, and issues with duplicated data when using different input forms.
Solver 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
35
Report Creation
30
Excel Integration
18
Reporting Efficiency
18
Excel Functionality
14
Cons
Learning Difficulty
16
Learning Curve
13
Excel Compatibility
8
Missing Features
8
Performance Issues
7
Solver 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: 9.1
8.9
Custom Reporting
Average: 8.4
8.2
Extended Planning
Average: 8.2
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
557 Twitter followers
LinkedIn® Page
www.linkedin.com
199 employees on LinkedIn®
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