Best Corporate Performance Management (CPM) Software for for Small Business - Page 2

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall FP&A (Financial Planning & Analysis) category are similar in many regards and help companies of all sizes solve their business problems. However, 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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Acterys
(59)4.8 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.

    Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

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

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 63% Small-Business
  • 31% Mid-Market
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Capabilities
5
Customer Support
5
Easy Setup
5
Features
5
Cons
Difficult Formatting
1
Difficult Setup
1
Formatting Difficulties
1
Formatting Issues
1
Implementation Difficulties
1
Acterys features and usability ratings that predict user satisfaction
9.6
Reporting
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.1
9.7
Custom Reporting
Average: 8.4
9.5
Extended Planning
Average: 8.2
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
153 Twitter followers
LinkedIn® Page
www.linkedin.com
28 employees on LinkedIn®
Read Acterys Reviews
Clockwork
(41)4.9 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    AI-powered FP&A software for professionals Join the fastest growing firms of all sizes that use Clockwork to launch + grow advisory services, offer client results in minutes, and build a more p

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 90% Small-Business
    • 10% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clockwork 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
    16
    Financial Management
    11
    Customer Experience
    8
    Forecasting Efficiency
    8
    Cons
    Steep Learning Curve
    3
    Learning Curve
    2
    Performance Issues
    2
    Slow Loading
    2
    Slow Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork features and usability ratings that predict user satisfaction
    9.4
    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
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    116 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

AI-powered FP&A software for professionals Join the fastest growing firms of all sizes that use Clockwork to launch + grow advisory services, offer client results in minutes, and build a more p

Users
No information available
Industries
  • Accounting
Market Segment
  • 90% Small-Business
  • 10% Mid-Market
Clockwork 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
16
Financial Management
11
Customer Experience
8
Forecasting Efficiency
8
Cons
Steep Learning Curve
3
Learning Curve
2
Performance Issues
2
Slow Loading
2
Slow Performance
2
Clockwork features and usability ratings that predict user satisfaction
9.4
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
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
116 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®

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Jedox
(181)4.4 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a planning tool designed for financial planning, budgeting, and forecasting, with customizable workflows, dashboards, and reports to match specific business requirements.
  • Reviewers appreciate the intuitive interface, easy onboarding process, and seamless integration with tools like Excel and cloud-based services, as well as the ability to use live accounting data for forecasting and reporting.
  • Users experienced issues with the user-friendliness of certain aspects of the program, the method of expanding from summary to detailed in the reports, and the reliance on a stable internet connection for optimal functionality.
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
25
Integrations
15
Efficiency
12
Customer Support
11
Easy Integrations
11
Cons
Learning Curve
11
Learning Difficulty
10
Complexity
7
Not Intuitive
7
Setup Difficulty
6
Jedox features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.1
8.7
Custom Reporting
Average: 8.4
8.9
Extended Planning
Average: 8.2
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,712 Twitter followers
LinkedIn® Page
www.linkedin.com
382 employees on LinkedIn®
Get a quote
Planful
(436)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

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

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

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 47% Mid-Market
  • 47% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a system designed to assist FP&A teams in creating detailed reports and automating key processes.
  • Reviewers like the user-friendly interface of Planful, its powerful automation features that save time on manual tasks, and its ability to facilitate data-driven decision making.
  • Reviewers mentioned that Planful has a steep initial learning curve, occasional slow system performance, and some tools and functions are difficult to find within the system.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
46
Reporting
28
Report Creation
18
Features
15
Intuitive
15
Cons
Learning Difficulty
19
Learning Curve
16
Missing Features
16
Limitations
10
Confusion
7
Planful features and usability ratings that predict user satisfaction
8.9
Reporting
Average: 8.7
8.7
Has the product been a good partner in doing business?
Average: 9.1
8.0
Custom Reporting
Average: 8.4
7.9
Extended Planning
Average: 8.2
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,715 Twitter followers
LinkedIn® Page
www.linkedin.com
625 employees on LinkedIn®
Get a quote
Syft
(75)4.8 out of 5
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syft 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
    Reporting
    36
    Ease of Use
    30
    Customer Support
    26
    Reporting Efficiency
    26
    Easy Integrations
    19
    Cons
    Learning Curve
    6
    Expensive
    5
    Learning Difficulty
    5
    Reporting Issues
    5
    Steep Learning Curve
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    0.0
    No information available
    9.0
    Has the product been a good partner in doing business?
    Average: 9.1
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    521 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    74 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft 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
Reporting
36
Ease of Use
30
Customer Support
26
Reporting Efficiency
26
Easy Integrations
19
Cons
Learning Curve
6
Expensive
5
Learning Difficulty
5
Reporting Issues
5
Steep Learning Curve
5
Syft features and usability ratings that predict user satisfaction
0.0
No information available
9.0
Has the product been a good partner in doing business?
Average: 9.1
0.0
No information available
0.0
No information available
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
521 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
Read Syft Reviews
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Mid Market
Enterprise
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20 Listings in Small Business FP&A (Financial Planning & Analysis) Available

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