# Best FP&A Software - Page 3

## How Many FP&A Software Products Does G2 Track?

**Total Products under this Category:** 276

### Category Stats (Aug 2026)

- **Average Rating:** 4.44/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Unit4 FP&A (+2.15%) - Among all products in this category, Unit4 FP&A recorded the largest rating increase compared to last month

_Last updated: August 01, 2026_

## How Does G2 Rank FP&A Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 15,400+ Authentic Reviews
- 276+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for FP&A Software
 ![G2 Grid® for FP&A Software plotting products by satisfaction and market presence](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.png?focus%5B%5D=3027&focus%5B%5D=582&focus%5B%5D=99063&focus%5B%5D=6353&focus%5B%5D=52827&focus%5B%5D=20026&focus%5B%5D=27131&focus%5B%5D=1401682)

Highlighted products: Anaplan, Workday Adaptive Planning, Datarails, Vena, IBM Planning Analytics, Workiva, OneStream - Unified EPM, and Aleph.

Underlying data: [Grid® JSON](https://www.g2.com/categories/fp-a-financial-planning-analysis/grids.json?focus%5B%5D=anaplan&focus%5B%5D=workday-adaptive-planning&focus%5B%5D=datarails&focus%5B%5D=vena&focus%5B%5D=ibm-planning-analytics&focus%5B%5D=workiva-workiva&focus%5B%5D=onestream-unified-epm&focus%5B%5D=getaleph)

**Sponsored**

### CCH Tagetik

The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=215&secure%5Bchosen_at%5D=2026-08-05T22%3A08%3A50Z&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fc621f870%3D7e1f4875%26page%3D3&secure%5Btoken%5D=4fcbc3a115018eed2fac2b6011d5f3c7c6e889fd9bd7a10ce6435b427df0f556&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%2Fbudgeting-planning-forecasting%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3DFP%26A&secure%5Burl_type%5D=custom_url)

### [HiBob HRIS](https://www.g2.com/products/hibob-hris/reviews)

HiBob is the company behind Bob, the people platform built for the AI era. Designed for modern, multi-national organizations with 100 to 5,000+ employees, Bob brings HR, payroll, workforce, and operational data together in one intuitive HR platform. As a modern HCM and flexible alternative to legacy HRIS platforms, Bob helps companies turn disconnected data into actionable insights, connect workforce strategy with business execution, and make better people decisions at scale. Bob supports the full employee lifecycle, including core HR, onboarding, performance, compensation, workforce planning, talent management, time and attendance, time off, engagement and surveys, people analytics, payroll, hiring, and learning. With AI, automated workflows, real-time insights, and configurable experiences built throughout, Bob helps organizations operate more effectively, develop and retain talent, and build high-performing teams. Built on the belief that the future of work will be defined by the partnership between people and AI, Bob helps leaders move faster, managers lead with confidence, and HR teams spend less time on manual processes and more time creating business value. More than 5,000 organizations and 1,000,000 users worldwide, including Loveable, Knix, Fiverr, Chili Piper, and Eleven Labs, trust Bob to help them build resilient, future-ready businesses. Bob integrates with over 100 platforms and offers an open API. HiBob teams span across the US, UK, Europe, Israel, and Australia to support customers worldwide.

**Average Rating:** 4.5/5.0

**Total Reviews:** 2,537

#### How Do G2 Users Rate HiBob HRIS?

- **Reporting:** 8.5/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)

#### Who Is the Company Behind HiBob HRIS?

- **Seller:** [HiBob](https://www.g2.com/sellers/hibob)
- **Company Website:** www.hibob.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @HiBob\_HR  
4,192 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b7f2ddac9419d14cc17a1eb4864505d192c9f7592f21ddf27352f49d45e179d8&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F7586104%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,088 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** HR Manager, Head of People
- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 76% Medium, 16% Small

#### What Do G2 Reviewers Say About HiBob HRIS?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **intuitive interface** of HiBob HRIS, which simplifies navigation and enhances the overall user experience.
- Users find HiBob HRIS **easy and intuitive** , making HR management straightforward and user-friendly.
- Users highlight the **intuitive design** of HiBob HRIS, making navigation and usage seamless for everyone.
- Users appreciate the **helpful support** from HiBob HRIS, enhancing their experience with quick responses and detailed guidance.
- Users love the **customizability and ease of use** in HiBob HRIS, appreciating its user-friendly design and helpful resources.

##### Cons

- Users find HiBob HRIS has **limited features** like reporting and add-ons that restrict their usability and effectiveness.
- Users find **missing features** in HiBob HRIS, such as limited automation and lack of essential functions in the app.
- Users note the **limited customization** options in HiBob, making it challenging to fully adapt to their needs.
- Users face **integration issues** with HiBob HRIS, particularly with performance reviews and third-party software compatibility.
- Users find HiBob HRIS lacking in **flexibility and essential features** , impacting their overall user experience.

#### What Are Recent G2 Reviews of HiBob HRIS?

**["HiBob is single source of truth for our People Team!"](https://www.g2.com/survey_responses/hibob-hris-review-13207586)**

**Rating:** 4.5/5.0 stars

_— Isabella A._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13207586)

**["HiBob is Your MVP: Highly Customizable, Seamlessly Integrates, and Game-Changing AI"](https://www.g2.com/survey_responses/hibob-hris-review-13207165)**

**Rating:** 5.0/5.0 stars

_— Allison V._

[Read full review](https://www.g2.com/survey_responses/hibob-hris-review-13207165)

#### What Are G2 Users Discussing About HiBob HRIS?

- [What is Hibob HRIS used for?](https://www.g2.com/discussions/what-is-hibob-hris-used-for)

### [Apliqo](https://www.g2.com/es/products/apliqo/reviews)

Las aplicaciones de gestión del rendimiento de Apliqo aprovechan la complejidad única de su organización, para que pueda modelar el futuro y guiar su negocio con confianza. Como profesionales de las finanzas, hemos pasado por el dolor de procesos inexactos, que consumen mucho tiempo y son difíciles de manejar. Hemos puesto todo nuestro conocimiento y experiencia en nuestras aplicaciones, incorporando todas las capacidades de planificación, análisis e informes que necesita. Para que no tenga que sufrir más.

**Average Rating:** 4.9/5.0

**Total Reviews:** 43

#### How Do G2 Users Rate Apliqo?

- **Informes:** 9.9/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.9/10 (Category avg: 9.2/10)
- **Informes personalizados:** 9.4/10 (Category avg: 8.6/10)
- **Planificación ampliada:** 9.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Apliqo?

- **Vendedor:** [Apliqo](https://www.g2.com/es/sellers/apliqo)
- **Sitio web de la empresa:** apliqo.com
- **Año de fundación:** 2013
- **Ubicación de la sede:** Zurich, CH
- **Twitter:** @apliqo  
47 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=42cebe4a8b9e78c0f920639416c9c41dcf62b688db97afd1e654e5040d8f8356&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fapliqo&secure%5Burl_type%5D=linkedin_company_website)  
19 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Consultor, Consultor Senior
- **Top Industries:** Consultoría, Tecnología de la información y servicios
- **Company Size:** 62% Medium, 31% Small

#### What Do G2 Reviewers Say About Apliqo?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios elogian los **paneles fáciles de usar** de Apliqo, mejorando la visualización de datos y la eficiencia en la toma de decisiones.
- Los usuarios valoran la **facilidad de desarrollo** en Apliqo, apreciando sus características integradas y la integración perfecta con TM1.
- Los usuarios valoran la **personalización** de Apliqo, lo que permite tableros adaptados que mejoran la visualización de datos y la interactividad.
- Los usuarios valoran los **tableros altamente personalizables** de Apliqo, mejorando su capacidad para visualizar e interactuar con los datos de manera efectiva.
- Los usuarios se benefician de **tableros altamente personalizables** en Apliqo, mejorando la visualización de datos y la interacción para una mejor toma de decisiones.

##### Cons

- Los usuarios pueden enfrentar **dificultades de aprendizaje** debido al conocimiento técnico requerido para el uso efectivo de Apliqo.
- Los usuarios notan una **curva de aprendizaje pronunciada** para los desarrolladores no técnicos, especialmente en lo que respecta a TM1, MDX, CSS y JSON.
- Los usuarios señalan que **se requiere experiencia** en TM1 y MDX, lo que lo hace desafiante para los desarrolladores no técnicos.
- Los usuarios enfrentan **dificultades de personalización** con Apliqo, requiriendo un conocimiento extenso de TM1, MDX, CSS y JSON.
- Los usuarios encuentran **difícil la personalización** en Apliqo, requiriendo conocimientos técnicos que pueden desafiar a los desarrolladores menos experimentados.

#### What Are Recent G2 Reviews of Apliqo?

**["Entregando valor empresarial a través de una interfaz intuitiva."](https://www.g2.com/es/survey_responses/apliqo-review-10319445)**

**Rating:** 5.0/5.0 stars

_— Dave H._

[Read full review](https://www.g2.com/es/survey_responses/apliqo-review-10319445)

**["Frontend intuitivo para la planificación analítica"](https://www.g2.com/es/survey_responses/apliqo-review-10223927)**

**Rating:** 4.5/5.0 stars

_— Van Zyl B._

[Read full review](https://www.g2.com/es/survey_responses/apliqo-review-10223927)

### [Planning Business Process](https://www.g2.com/products/planning-business-process/reviews)

Oracle Planning and Budgeting Cloud is a complete planning, budgeting, and forecasting solution that enables organizations of any size to rapidly adopt world-class planning applications, improving forecast accuracy with minimal IT resources.

**Average Rating:** 4.2/5.0

**Total Reviews:** 59

#### How Do G2 Users Rate Planning Business Process?

- **Has the product been a good partner in doing business?:** 8.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.0/10 (Category avg: 8.6/10)

#### Who Is the Company Behind Planning Business Process?

- **Seller:** [Oracle](https://www.g2.com/sellers/oracle)
- **Year Founded:** 1977
- **HQ Location:** Austin, TX
- **Twitter:** @Oracle  
827,997 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=a14fcbcd818b49d781453c19628a9479a70cc1e8e335e54c876392ab5f543da3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1028%2F&secure%5Burl_type%5D=linkedin_company_website)  
208,078 employees on LinkedIn®
- **Ownership:** NYSE:ORCL

#### Who Uses This Product?

- **Company Size:** 69% Large, 33% Medium

#### What Do G2 Reviewers Say About Planning Business Process?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **integration capabilities** and **flexibility of custom models** offered by Oracle Planning Cloud.
- Users value the **integration capabilities** of Oracle Planning Cloud, enhancing flexibility and leveraging its powerful calculation engine.

##### Cons

- Users find the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview's Excel-only integration.
- Users find the **poor interface design** limiting, wishing for broader compatibility with modern applications like Google Sheets.

#### What Are Recent G2 Reviews of Planning Business Process?

**["EMP review"](https://www.g2.com/survey_responses/planning-business-process-review-8640568)**

**Rating:** 4.0/5.0 stars

_— Verified User in Higher Education_

[Read full review](https://www.g2.com/survey_responses/planning-business-process-review-8640568)

**["Overall it's a very good experience on EPM product."](https://www.g2.com/survey_responses/planning-business-process-review-9008743)**

**Rating:** 4.0/5.0 stars

_— Pavan K._

[Read full review](https://www.g2.com/survey_responses/planning-business-process-review-9008743)

#### What Are G2 Users Discussing About Planning Business Process?

- [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for)

### [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews)

Fast, Flexible Financial and Business Reporting Inside of Excel. No need to worry about where your data is – Jet Reports takes care of finding and accessing the data you need for reporting. Built-in ERP Smarts empower users to access the data they need and create their own reports, without technical skills. Shrink Reporting Cycles and Effort. Eliminate manual data dumps and speed up reporting cycles by enabling business users to build refreshable reports using easy-to-configure, pre-built templates, or by creating a custom report in minutes. Create accurate charts, graphs, and other visuals that combine the most current data from multiple applications in just a few clicks. Use time savings to focus more on analysis to uncover new insights to improve business performance. Remove IT Dependency and Enable Self-Service Reporting. Eliminate rigid IT reporting projects and delays while reports move from development, test, and then production (often taking weeks): Custom Data Entity Packs for financial reporting mean no need to find a power user or IT expert to help you build . No hard coding or programming skills required, freeing your team to explore data and create or modify reports on their own. Drill Down into Data to Quickly Find and Fix Errors. Always have the answers. Drill into transactional level data directly from Excel. Access and run reports from anywhere on the web with the Jet Hub.

**Average Rating:** 4.6/5.0

**Total Reviews:** 23

#### How Do G2 Users Rate Jet Reports?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.6/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Jet Reports?

- **Seller:** [insightsoftware](https://www.g2.com/sellers/insightsoftware-f6b45d26-bff9-4340-b3b7-a2076e7bb544)
- **Year Founded:** 2018
- **HQ Location:** Raleigh, North Carolina
- **Twitter:** @insightsoftware  
801 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=45f57ff92573350df6bcd9e91da2f2601481ee9a56e0e314a016ec9e1f20e11f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Foutcomes-by-insightsoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
2,266 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 65% Medium, 26% Small

#### What Do G2 Reviewers Say About Jet Reports?

_AI-generated summary from verified user reviews_

##### Pros

- Users praise the **intuitive Excel interface** of Jet Reports, making financial reporting quick and easy for all skill levels.
- Users praise the **seamless integration** with Microsoft Dynamics, making report generation efficient and streamlined.
- Users praise the **reporting efficiency** of Jet Reports, highlighting quick, flexible financial reports with real-time data access.
- Users find the **ease of learning** Jet Reports intuitive, allowing quick report creation even for beginners.
- Users value the **flexibility in report creation** with Jet Reports, enabling customized and efficient financial reporting.

##### Cons

- Users find the **learning curve steep** , requiring significant time investment for maximum benefit from Jet Reports.
- Users find the **learning difficulty** significant, requiring time and training to maximize Jet Reports' potential.
- Users face a **steep learning curve** with Jet Reports, requiring time and training to maximize its benefits.
- Users often face **performance issues** with Jet Reports, experiencing slow report generation and sometimes needing to restart sessions.
- Users face **slow performance** with Jet Reports, often forcing them to kill sessions and reload due to delays.

#### What Are Recent G2 Reviews of Jet Reports?

**["Absolutely Love Jet Reports — One of the Best Reporting Tools Out There!"](https://www.g2.com/survey_responses/jet-reports-review-11790872)**

**Rating:** 5.0/5.0 stars

_— Sakshi M._

[Read full review](https://www.g2.com/survey_responses/jet-reports-review-11790872)

**["Effortless Reporting and Seamless Dynamics Integration"](https://www.g2.com/survey_responses/jet-reports-review-12133709)**

**Rating:** 4.0/5.0 stars

_— Praney M._

[Read full review](https://www.g2.com/survey_responses/jet-reports-review-12133709)

### [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews)

Vivid Reports offers powerful, user-friendly software that integrates seamlessly with your ERP system, for: automating financial reporting, budgeting, and analysis while ensuring secure collaboration and distribution. Ideal for organizations with complex reporting needs, frequent Excel usage, and a focus on performance and self-service analytics. Vivid Reports simplifies financial operations, enhances transparency, and saves time by automating manual processes - for both financial data (VIVID CPM) and operational data (VIVID FLEX) - all while keeping your reports in Excel. By reducing consolidation efforts and enabling more focused analysis, Vivid Reports empowers better decision-making and drives financial accuracy and efficiency.

**Average Rating:** 4.9/5.0

**Total Reviews:** 17

#### How Do G2 Users Rate Vivid Reports CPM?

- **Reporting:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.5/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.2/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vivid Reports CPM?

- **Seller:** [Vivid Reports](https://www.g2.com/sellers/vivid-reports-408cbffd-66cd-49e4-b3e1-1ea501dd761e)
- **HQ Location:** Toronto, CA
- **Twitter:** @VividReports  
129 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=89c1478dc3b1e9fd85e7b92c67e6649341bcae03e3c1249a39388331eea453ae&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvividreports%2F&secure%5Burl_type%5D=linkedin_company_website)  
5 employees on LinkedIn®

#### Who Uses This Product?

- **Company Size:** 59% Medium, 24% Large

#### What Do G2 Reviewers Say About Vivid Reports CPM?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Vivid Reports CPM, simplifying daily tasks with intuitive features and support.
- Users find the **ease of implementation** of Vivid Reports CPM enhances their overall experience and productivity.
- Users highlight the **exceptional customer support** of Vivid Reports CPM, noting quick responses and impressive assistance.
- Users value the **customizability** of Vivid Reports CPM, allowing tailored solutions for their specific company needs.
- Users value the **ease of use** and **customizability** of Vivid Reports for streamlined reporting and data analysis.

##### Cons

- Users find the **steep learning curve** for Vivid Reports CPM requires extensive training to optimize usage.
- Users face a significant **learning difficulty** with Vivid Reports CPM, requiring extensive training to utilize it effectively.
- Users find that **filtering issues** slow down their workflow and wish for an "undo" feature for corrections.
- Users find that **insufficient training** hampers effective use of Vivid Reports CPM and diminishes its potential benefits.
- Users struggle with **navigation issues** , finding it difficult to perform multidimensional lookups effectively in Vivid Reports CPM.

#### What Are Recent G2 Reviews of Vivid Reports CPM?

**["Easy to Use, Does Everything We Need—With Outstanding Support"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)**

**Rating:** 5.0/5.0 stars

_— Verified User in Retail_

[Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12538894)

**["Consistent, trustworthy reporting for multiple ERPs"](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)**

**Rating:** 5.0/5.0 stars

_— Nathan D._

[Read full review](https://www.g2.com/survey_responses/vivid-reports-cpm-review-12554763)

### [EngineBI](https://www.g2.com/products/enginebi/reviews)

EngineBI is a financial platform built for professional service companies that need clearer insights, smarter planning, and better decision-making. It combines budgeting and forecasting, business intelligence, and industry benchmarking in one intuitive tool. EngineBI connects directly to QuickBooks Online and automatically organizes your financials in a way that matches how service firms operate. Instead of generic reports, EngineBI provides real-time visibility into the metrics that matter most for decision-making—revenue growth, profit margin, and free cash flow—through clear visuals, written insights, and the CPR Score, a proprietary scorecard that tracks a company’s performance across Cash, Profit, and Revenue. With EngineBI, you can build detailed budgets, run forecasts, track performance to plan, and compare results to industry benchmarks. It helps owners, operators, and CFOs understand not just what is happening, but what should happen next. Whether you're managing cash, optimizing margins, or planning for growth, EngineBI turns your financial data into a strategic advantage. Let me know if you'd like this tailored further for specific audiences, like marketing agencies or consulting firms.

**Average Rating:** 4.8/5.0

**Total Reviews:** 10

#### How Do G2 Users Rate EngineBI?

- **Has the product been a good partner in doing business?:** 10.0/10 (Category avg: 9.2/10)

#### Who Is the Company Behind EngineBI?

- **Seller:** [EngineBI](https://www.g2.com/sellers/enginebi)
- **Year Founded:** 2020
- **HQ Location:** Chicago, US
- **Twitter:** @RamsayInno  
35 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=cd4b7159352b030ae50dfdc4e6a84f1230f911188c49f2f6f32b0b06edaa3d63&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fenginebisoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
23 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Marketing and Advertising
- **Company Size:** 60% Small, 40% Medium

#### What Do G2 Reviewers Say About EngineBI?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **data analysis capabilities** of EngineBI, streamlining P&L information and enhancing revenue visibility.
- Users value the **consolidated P&L data** in EngineBI, eliminating spreadsheets and enhancing revenue visibility by client.
- Users commend the **ease of use** of EngineBI, centralizing P&L info without the hassle of spreadsheets.
- Users value the **Excel integration** of EngineBI, streamlining P&L data and enhancing revenue visibility.
- Users value the **consolidated P&L insights** of EngineBI, simplifying financial management and reducing reliance on spreadsheets.

##### Cons

- Users find **difficult navigation** initially challenging, requiring time before successfully utilizing EngineBI's features.
- Users find the **difficult setup** initially frustrating, but appreciate the tool's eventual benefits for finance reporting.
- Users face **navigation issues** initially, requiring time to set up, but benefit greatly once operational.
- Users find the **navigation confusing** initially, which delays the setup process despite the tool's overall effectiveness.

#### What Are Recent G2 Reviews of EngineBI?

**["Gave me the clarity and control I needed to be consistently profitable"](https://www.g2.com/survey_responses/enginebi-review-11386214)**

**Rating:** 5.0/5.0 stars

_— Carlos C._

[Read full review](https://www.g2.com/survey_responses/enginebi-review-11386214)

**["Invaluable tool to run your firm profitability and effectively"](https://www.g2.com/survey_responses/enginebi-review-11457936)**

**Rating:** 5.0/5.0 stars

_— Michelle K._

[Read full review](https://www.g2.com/survey_responses/enginebi-review-11457936)

### [Centage](https://www.g2.com/products/centage/reviews)

FP&A Software That Frees You From Spreadsheet Chaos. Built for teams that have outgrown Excel, Centage is the only FP&A platform that combines powerful AI-powered automations, seamless collaboration, and multi-entity reporting. Centage’s built-in financial and business logic allows users to quickly create and update their budgets and forecasts and never worry about formulas, functions, links, or any custom programming. It is the only solution in the market that offers synchronized P&L, balance sheet, and automatically generated cash flow reporting. With direct line-of-sight into the organization's financial health, Centage helps clients react quickly to market changes and capitalize on new opportunities.

**Average Rating:** 4.5/5.0

**Total Reviews:** 29

#### How Do G2 Users Rate Centage?

- **Reporting:** 10.0/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.9/10 (Category avg: 8.6/10)
- **Extended Planning:** 9.4/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Centage?

- **Seller:** [Centage Corporation](https://www.g2.com/sellers/centage-corporation)
- **Year Founded:** 2001
- **HQ Location:** San Antonio, TX
- **Twitter:** @Centage  
1,565 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=32215eb6be14a287f4ac59a40439c396a102f1f5e449838ef935fbb790a1edc3&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F89440%2F&secure%5Burl_type%5D=linkedin_company_website)  
60 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Non-Profit Organization Management
- **Company Size:** 62% Medium, 21% Large

#### What Do G2 Reviewers Say About Centage?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **wide variety of features** in Centage, enhancing financial reporting, budgeting, and forecasting capabilities.
- Users value the **ease of budgeting management** with Centage, enhancing their financial planning and forecasting processes.
- Users appreciate the **detailed insights and robust reporting** capabilities of Centage, enhancing data understanding and planning.
- Users value the **reporting efficiency** of Centage, leveraging various options to enhance their financial planning.
- Users find it significantly easier to **manage budgeting for quarterly plans** with Centage, enhancing their financial planning process.

##### Cons

- Users experience **performance issues** with Centage, particularly delays in data reflection and lengthy download processes.
- Users find **difficult customization** in Centage, particularly with default views and time-consuming data processes.
- Users face a **time-consuming Excel compatibility process** that can take up to 30 minutes for data retrieval.
- Users face **Excel integration issues** , requiring a lengthy two-step data download process for accessing current data.
- Users express a desire for **improvements to functionality** , specifically wanting Centage to operate more like Excel.

#### What Are Recent G2 Reviews of Centage?

**["Easy Nonprofit Org Budgeting"](https://www.g2.com/survey_responses/centage-review-12519902)**

**Rating:** 4.5/5.0 stars

_— Lauren C._

[Read full review](https://www.g2.com/survey_responses/centage-review-12519902)

**["Centage: Intuitive Worksheets and Responsive Support"](https://www.g2.com/survey_responses/centage-review-13036031)**

**Rating:** 5.0/5.0 stars

_— Verified User in Government Administration_

[Read full review](https://www.g2.com/survey_responses/centage-review-13036031)

### [Grid](https://www.g2.com/products/withgrid/reviews)

From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards.

**Average Rating:** 4.6/5.0

**Total Reviews:** 14

#### How Do G2 Users Rate Grid?

- **Reporting:** 7.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 6.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Grid?

- **Seller:** [Grid (formerly SaaSGrid)](https://www.g2.com/sellers/grid-formerly-saasgrid)
- **Year Founded:** 2023
- **HQ Location:** San Francisco, California
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1e6bf866d5fef45369b29c2747eeff70c71471bb32aa9de9684c87c25c46dd4b&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwithgrid%2F&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software
- **Company Size:** 71% Small, 21% Medium

#### What Do G2 Reviewers Say About Grid?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **easy integrations** with Hubspot and other tools, enhancing their data reporting and visualization experience.
- Users praise the **reporting efficiency** of Grid, highlighting its easy integration and valuable prebuilt reports and charts.
- Users value the **automation capabilities** of SaaSGrid, significantly enhancing their metrics tracking and analysis efficiency.
- Users value the **collaborative insights** from SaaSGrid, enabling multiple teams to access vital metrics effortlessly.
- Users value the **outstanding customer support** of SaaSGrid, ensuring responsive help for any unique challenges faced.

##### Cons

- Users feel that the **cost is high** now that it's only available for those with significant ARR.
- Users find it helpful for current metrics, but experience **slow performance** that hinders forecasted metrics functionality.

#### What Are Recent G2 Reviews of Grid?

**["Finally, metrics our whole team trusts"](https://www.g2.com/survey_responses/grid-review-12989721)**

**Rating:** 4.5/5.0 stars

_— Verified User in Information Technology and Services_

[Read full review](https://www.g2.com/survey_responses/grid-review-12989721)

**["Less time wrangling data, more time acting on it"](https://www.g2.com/survey_responses/grid-review-12971727)**

**Rating:** 5.0/5.0 stars

_— Yulija K._

[Read full review](https://www.g2.com/survey_responses/grid-review-12971727)

### [IDU](https://www.g2.com/products/idu-idu/reviews)

IDU is the FP and A platform that closes the gap between the people who own the numbers and the people who answer for them. Budgeting, forecasting, consolidation, capex planning, and management reporting all live in one governed environment - connected natively to every major ERP, with the audit trail your regulator expects and the day-one usability your cost-centre managers need. What's inside the platform. • Budgeting and planning - every methodology, governed in one model. • Forecasting - driver-based, monthly cadence, AI-assisted at cost-centre level. • Consolidations - multi-entity, multi-currency, multi-GAAP, with automated intercompany eliminations. • Capex planning - transfers, disposals, and budgeted-vs-actual in one workflow. • Reporting - board-ready reports and dashboards that drill from group total to GL transaction. • AI - the Help Agent guides every user; the Insight Agent narrates what the numbers mean. How IDU runs. Three deployment paths: IDU Cloud on Microsoft Azure, your private cloud, or on-premise. Three licensing models: classic SaaS, Software-with-a-Service, or subscription. Live in weeks, not months. Why finance teams choose IDU. Founded in Cape Town in 1997 and founder-led since. Used by 500+ enterprises across 33 countries - from listed corporates and asset managers to universities and the regulators that audit them. 35,000 professionals run their planning, forecasting, and reporting cycles in IDU. Africa's #1 FP and A platform. Built for managers. Trusted by finance.

**Average Rating:** 4.4/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate IDU?

- **Reporting:** 9.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.4/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)

#### Who Is the Company Behind IDU?

- **Seller:** [IDU](https://www.g2.com/sellers/idu)
- **Year Founded:** 1997
- **HQ Location:** Cape Town, South Africa
- **Twitter:** @iduSoftware  
2,739 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=53108a47a3da500294a876299e8a418ecc2bc1a037b88431f21407acbe3a4362&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fidu-software%2F&secure%5Burl_type%5D=linkedin_company_website)  
66 employees on LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Financial Manager
- **Top Industries:** Financial Services, Higher Education
- **Company Size:** 61% Medium, 29% Large

#### What Do G2 Reviewers Say About IDU?

_AI-generated summary from verified user reviews_

##### Pros

- Users highlight the **user-friendly budgeting tool** of IDU, simplifying management account reports and financial performance tracking.
- Users value the **ease of use** and adaptability of IDU, making budgeting efficient and customizable for their needs.
- Users praise the **user-friendly budget management** tools of IDU, enhancing the ease of financial performance tracking.
- Users commend the **reporting efficiency** of IDU, appreciating its seamless functionality and time-saving capabilities.
- Users love the **customizability** of IDU, enabling tailored reports and views that fit their business needs perfectly.

##### Cons

- Users find the **capturing of salaries tedious** , making the process cumbersome and time-consuming.
- Users express frustration over the **limited customization** of number formatting options, impacting their reporting preferences.
- Users find the **older versions not user-friendly** , leading to a less satisfactory experience with the product IDU.
- Users struggle with **refresh issues** that hinder the integration of historical data in IDU, affecting usability.
- Users find the **slow performance** of IDU does not keep pace with evolving business trends, hindering efficiency.

#### What Are Recent G2 Reviews of IDU?

**["Seamless Functionality with Detailed Budgeting"](https://www.g2.com/survey_responses/idu-review-11211846)**

**Rating:** 4.0/5.0 stars

_— Lerato K._

[Read full review](https://www.g2.com/survey_responses/idu-review-11211846)

**["Effortless Consolidation and Reporting with IDU"](https://www.g2.com/survey_responses/idu-review-11205209)**

**Rating:** 5.0/5.0 stars

_— Verified User in Construction_

[Read full review](https://www.g2.com/survey_responses/idu-review-11205209)

#### What Are G2 Users Discussing About IDU?

- [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for)

### [Inspire](https://www.g2.com/es/products/inspire-software-inspire/reviews)

¿Qué es Inspire Software? Inspire Software es una plataforma unificada de ejecución de estrategias y gestión del rendimiento que ayuda a las organizaciones a cerrar la brecha entre la visión y los resultados. Al reunir OKRs, planificación estratégica, gestión continua del rendimiento y compromiso de los empleados en un solo sistema, Inspire ofrece a los líderes visibilidad en tiempo real de la ejecución y ayuda a cada empleado a entender cómo su trabajo diario impulsa el éxito de la empresa. ¿Quién usa Inspire Software? Inspire está diseñado para organizaciones de mercado medio y empresas grandes, típicamente de 200 a 10,000 empleados, que necesitan alinear estrategia, personas y rendimiento a gran escala. Los compradores comunes incluyen Directores de Estrategia, Directores de Recursos Humanos, CHROs, Jefes de RRHH, VPs de Operaciones y CEOs que necesitan que la estrategia pase más rápido de la planificación al impacto medible. ¿Qué hace Inspire Software? - Inspire reemplaza el conjunto desconectado de herramientas de OKR, software de revisión de rendimiento, herramientas de encuestas de compromiso y hojas de cálculo de estrategia que la mayoría de las organizaciones juntan. En su lugar, Inspire unifica todo el flujo de trabajo de estrategia a ejecución en una plataforma: - Gestión unificada de OKR y objetivos con creación de objetivos asistida por IA, alineación y cascada a través de equipos - Planificación estratégica que conecta la visión a largo plazo con iniciativas trimestrales y objetivos individuales - Gestión continua del rendimiento con 1:1s, chequeos, retroalimentación y revisiones de rendimiento directamente vinculadas a la estrategia - Compromiso, reconocimiento y retroalimentación de los empleados integrados en los flujos de trabajo diarios - Tableros en tiempo real que detectan riesgos temprano y muestran el progreso contra las iniciativas estratégicas - Coaching e insights de IA que ayudan a los gerentes a liderar mejor y a los empleados a crecer más rápido - Visibilidad transversal que rompe silos y acelera la ejecución ¿Cómo es Inspire diferente de Lattice, 15Five, Betterworks, Workboard o Quantive? La mayoría de las herramientas de gestión del rendimiento se centran en los procesos de RRHH. La mayoría de las herramientas de OKR se centran en el establecimiento de objetivos. Inspire es la única plataforma diseñada específicamente para unificar la ejecución de estrategias Y la gestión del rendimiento, conectando la estrategia de la sala de juntas con el trabajo diario del colaborador individual. Por eso, los clientes de Inspire ven una ejecución más rápida de las iniciativas estratégicas, mayor compromiso, menor rotación y un crecimiento de ingresos más fuerte. ¿Qué resultados ven las organizaciones con Inspire? Ejecución más rápida de iniciativas estratégicas Mayor compromiso y motivación en los equipos Reducción de la rotación y mayor responsabilidad Mejora del crecimiento de ingresos y agilidad operativa Mayor alineación entre la visión ejecutiva y la ejecución en primera línea Inspire permite a las organizaciones alinear personas, rendimiento y propósito, convirtiendo la estrategia en resultados con transparencia, impulso y confianza.

**Average Rating:** 4.7/5.0

**Total Reviews:** 111

#### How Do G2 Users Rate Inspire?

- **Informes:** 9.8/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 9.7/10 (Category avg: 9.2/10)
- **Informes personalizados:** 9.3/10 (Category avg: 8.6/10)
- **Planificación ampliada:** 9.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Inspire?

- **Vendedor:** [Inspire Software](https://www.g2.com/es/sellers/inspire-software)
- **Sitio web de la empresa:** inspiresoftware.com
- **Año de fundación:** 2017
- **Ubicación de la sede:** San Diego, CA
- **Twitter:** @InspireSoftware  
6,709 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f05d30655ceda58e36b9176f9456a4f6aec2ed8146792fd601a190bd73377898&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Finspiresoftware%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Software de Computadora, Tecnología de la información y servicios
- **Company Size:** 56% Medium, 34% Small

#### What Do G2 Reviewers Say About Inspire?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios encuentran que Inspire es **fácil de usar y amigable para el aprendizaje** , mejorando su experiencia de establecimiento de metas y planificación.
- Los usuarios valoran la **transparencia y responsabilidad** que fomenta Inspire, mejorando la alineación del equipo y el rendimiento general.
- Los usuarios valoran Inspire por su **excelente comunicación y apoyo** , mejorando la responsabilidad y asegurando una alineación exitosa de objetivos.
- Los usuarios elogian a Inspire por su **atención al cliente receptiva y dedicada** , asegurando soluciones personalizadas y una administración de software sin problemas.
- Los usuarios valoran las **opciones de personalización** de Inspire, mejorando la alineación de objetivos y el rendimiento estratégico general entre los equipos.

#### What Are Recent G2 Reviews of Inspire?

**["Software de productividad asombroso"](https://www.g2.com/es/survey_responses/inspire-review-8648725)**

**Rating:** 5.0/5.0 stars

_— Paul R._

[Read full review](https://www.g2.com/es/survey_responses/inspire-review-8648725)

**["Aumento de la productividad y gestión de tareas simplificada"](https://www.g2.com/es/survey_responses/inspire-review-8996209)**

**Rating:** 5.0/5.0 stars

_— Cristin F._

[Read full review](https://www.g2.com/es/survey_responses/inspire-review-8996209)

#### What Are G2 Users Discussing About Inspire?

- [¿Para qué se utiliza Fitbots OKRs?](https://www.g2.com/es/discussions/what-is-fitbots-okrs-used-for)
- [¿Para qué se utiliza Inspire?](https://www.g2.com/es/discussions/what-is-inspire-used-for) - 1 comment

### [Jedox](https://www.g2.com/es/products/jedox/reviews)

Jedox es la plataforma de planificación y gestión del rendimiento más adaptable del mundo que capacita a las organizaciones para entregar planes que superan las expectativas. Más de 2,500 organizaciones en 140 países confían en Jedox para modelar cualquier escenario, integrar datos de cualquier fuente y simplificar planes interorganizacionales en todos los sistemas empresariales. Jedox permite una cultura de decisión y confianza para que los equipos puedan planificar oportunidades, reaccionar rápidamente a los cambios y descubrir lo que no sabían que era posible.

**Average Rating:** 4.3/5.0

**Total Reviews:** 158

#### How Do G2 Users Rate Jedox?

- **Informes:** 8.8/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 8.5/10 (Category avg: 9.2/10)
- **Informes personalizados:** 8.7/10 (Category avg: 8.6/10)
- **Planificación ampliada:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Jedox?

- **Vendedor:** [Jedox](https://www.g2.com/es/sellers/jedox)
- **Sitio web de la empresa:** www.jedox.com
- **Año de fundación:** 2002
- **Ubicación de la sede:** Freiburg, Germany
- **Twitter:** @Jedox  
1,673 seguidores en Twitter
- **Página de LinkedIn®:** [www.linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=ef3c1239443b2034ae503c47505783aa1833f6541b107b4cc345c58e9817f95d&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F231653%2F&secure%5Burl_type%5D=linkedin_company_website)  
400 empleados en LinkedIn®

#### Who Uses This Product?

- **Who Uses This:** Controlador
- **Top Industries:** Tecnología de la información y servicios, Contabilidad
- **Company Size:** 51% Medium, 28% Small

#### What Do G2 Reviewers Say About Jedox?

_AI-generated summary from verified user reviews_

##### Pros

- Los usuarios admiran la **facilidad de uso** de Jedox, destacando su interfaz intuitiva y su proceso de incorporación fluido.
- Los usuarios valoran la **gestión de presupuestos sin fisuras** en Jedox, integrando diversas operaciones y mejorando las relaciones de datos.
- Los usuarios valoran Jedox por su **flexibilidad** , lo que permite una implementación rápida y una integración fluida con los sistemas existentes.
- Los usuarios valoran Jedox por sus **capacidades efectivas de pronóstico** , mejorando la planificación y agilizando significativamente los procesos de informes.
- Los usuarios valoran las **integraciones robustas** de Jedox, conectando sin problemas datos de múltiples sistemas para una planificación mejorada.

##### Cons

- Los usuarios encuentran el proceso de **modelado complejo** desafiante, especialmente con grandes conjuntos de datos y una interfaz menos intuitiva.
- Los usuarios luchan con la **curva de aprendizaje** de Jedox, encontrándola desafiante y que consume mucho tiempo para dominar la plataforma.
- Los usuarios encuentran la **complejidad de la construcción de modelos** en Jedox desafiante, requiriendo una formación extensa y experiencia técnica.
- Los usuarios encuentran que **aprender Jedox puede ser difícil** , requiriendo una formación extensa y experiencia técnica para su uso efectivo.
- Los usuarios encuentran **tiempos de carga lentos** con Jedox, especialmente para informes complejos y al abrir formularios, lo que afecta la productividad.

#### What Are Recent G2 Reviews of Jedox?

**["Configuración de Jedox para Modelado de RRHH"](https://www.g2.com/es/survey_responses/jedox-review-8900158)**

**Rating:** 4.0/5.0 stars

_— Dmytro K._

[Read full review](https://www.g2.com/es/survey_responses/jedox-review-8900158)

**["Relaciones de Datos Poderosas y Flexibilidad Presupuestaria"](https://www.g2.com/es/survey_responses/jedox-review-12107792)**

**Rating:** 4.0/5.0 stars

_— Pille P._

[Read full review](https://www.g2.com/es/survey_responses/jedox-review-12107792)

#### What Are G2 Users Discussing About Jedox?

- [¿Para qué se utiliza Jedox?](https://www.g2.com/es/discussions/what-is-jedox-used-for)

### [Phocas Software](https://www.g2.com/products/phocas-software/reviews)

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail. Phocas delivers an intuitive, accessible platform that simplifies data analysis and financial planning, empowering organizations to make confident, data-driven decisions. Seamlessly integrating with ERP systems and any other source, Phocas consolidates data into a centralized platform. Unlocking the potential of ERP data and delivering improvements at every business level. Its BI core enables users to explore data, spot trends, and find opportunities. FP&A tools support dynamic financial reporting, flexible budgeting, performance tracking and accurate forecasts. Plus, Phocas offers automated rebate management. Phocas Analytics A BI tool that connects businesses around one central data source. It’s fast, secure and designed to be self-serve for everyone. Up-to-date data is easy to access and explore empowering people to understand and improve the business at any level – by branch, division, sales, product, customer. • Data consolidation: ERP + other data sources automatically consolidated into a centralized platform • AI natural language: query data using Phocas AI and get instant answers • Drill down: Explore data from high-level overviews to transactional detail • Enhanced analysis: Flexible pivot tables enable custom data analysis • Ad hoc reporting: Build custom reports and dashboards in minutes and with ease • Visualizations & dashboards: Transform live data into custom dashboards, charts, graphs and sparklines Phocas Financial Statements Designed to help businesses easily and accurately report on their financial health and performance. ERP numbers are transformed into dynamic profit and loss (income statement), balance sheet and cashflow statements. Empowering users to quickly explore data in detail and to proactively solve problems. • Customize: Easily adjust statements to suit cross-functional teams • Fast: speed up month-end with automated financial data consolidation and reporting • Live actuals: work with reliable, up-to-date actuals with formulas and ratios baked into the tool • Drill down: slice, dice and drill down to transaction-level detail • Side-by-side analysis: compare statements across different periods, branches, divisions • User-based access: secure visibility and direction for end business users Phocas Budgets & Forecasts Consolidates planning across the business in one place – financial budgets, sales forecasts, headcount, demand planning. As easy to use as a spreadsheet, just faster and custom-built. • Automated: budgets and forecasts are populated with live ERP data so actuals are always reliable • Flexible: adapts to growing business needs; handles increased complexity, detailed planning • Easy tracking: use live actuals to regularly track performance, compare to budgets, quickly reforecast • Collaborative: assignment, submission and approval processes make cross-functional input quick and stress-free • Versatile: facilitates driver-based, multi-level, 3-statement budgeting, unlimited scenario planning Phocas Rebates Automated payable and receivable rebate management that improves accuracy and delivers more profitable outcomes. A self-serve tool that makes it easy to identify trends, spot near misses, and assess overall performance. With real-time updates, users can quickly optimize product offers, pricing, and purchasing decisions to align with emerging opportunities. Enabling businesses to maximize profitability and strengthen partnerships.

**Average Rating:** 4.6/5.0

**Total Reviews:** 188

#### How Do G2 Users Rate Phocas Software?

- **Reporting:** 8.8/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Phocas Software?

- **Seller:** [Phocas Software](https://www.g2.com/sellers/phocas-software)
- **Company Website:** www.phocassoftware.com
- **Year Founded:** 1999
- **HQ Location:** Sydney, AU
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7eb9c21d1181e3923b0fde959f16f1699c72049f69befd87e6910ef659203119&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F1114241%2F&secure%5Burl_type%5D=linkedin_company_website)  
331 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Wholesale, Electrical/Electronic Manufacturing
- **Company Size:** 66% Medium, 23% Small

#### What Do G2 Reviewers Say About Phocas Software?

_AI-generated summary from verified user reviews_

##### Pros

- Users appreciate the **ease of use** of Phocas Software, enabling straightforward data interpretation and effective decision-making.
- Users praise Phocas Software for its **intuitive capabilities** that simplify data analysis and enhance decision-making.
- Users value **fast and clear data analysis** in Phocas Software, facilitating informed decision-making with ease.
- Users value the **easy report creation** in Phocas Software, enabling quick, defensible insights for decision-making.
- Users appreciate the **reporting efficiency** of Phocas Software, enabling quick, credible insights for informed decision-making.

##### Cons

- Users find **feature improvements necessary** for Phocas Software, particularly in budgeting and user experience at scale.
- Users note that **improvements are needed** in data handling, budgeting, and user experience for better efficiency.
- Users report **missing features** in Phocas Software, impacting operational efficiency and user experience in complex environments.
- Users express frustration over **missing functionality** like real-time data access and limited contract-level intelligence in Phocas Software.
- Users report encountering **bugs and date format issues** that complicate setup and lead to time-consuming troubleshooting.

#### What Are Recent G2 Reviews of Phocas Software?

**["Effortless Data Integration and Visualization with Phocas"](https://www.g2.com/survey_responses/phocas-software-review-12057725)**

**Rating:** 5.0/5.0 stars

_— Matthew W._

[Read full review](https://www.g2.com/survey_responses/phocas-software-review-12057725)

**["Phocas Software: Delivering Decision-Ready Insight, Commercial Control, and Governance at Scale"](https://www.g2.com/survey_responses/phocas-software-review-12082649)**

**Rating:** 5.0/5.0 stars

_— Lyndon R._

[Read full review](https://www.g2.com/survey_responses/phocas-software-review-12082649)

#### What Are G2 Users Discussing About Phocas Software?

- [What is Phocas Software used for?](https://www.g2.com/discussions/what-is-phocas-software-used-for) - 1 comment

### [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews)

Turn your strategic plans into action with ClearPoint, an AI-powered strategy management platform designed to help organizations streamline and automate their strategy reporting processes. No more confusing spreadsheets or PowerPoints — just a straightforward, data-driven planning tool that makes strategy execution clear and simple. ClearPoint allows you to focus on the activities and metrics that are essential for achieving your organizational goals. Chart your course linking by linking goals, KPIs, and projects. Stay on top of performance by tracking key metrics in real time. Optimize your strategy with AI analysis of performance data, trends, underperforming areas, and recommended next steps. Finally, share progress with custom dashboards accessible to both internal and external stakeholders, and automatically-generated reports. (ClearPoint can reduce the time it takes to prepare and generate reports by as much as 80%!) Teams that use ClearPoint are more aligned in their activities, more aware of their performance, and more focused on key tasks, boosting your organization's chances of achieving its objectives. ClearPoint caters to a diverse range of organizations, including state agencies, local governments, healthcare networks, credit unions, regional banks, colleges and universities, utilities, and more. When you become a ClearPoint customer, you gain access to a vibrant network of peers, experts, and resources in the ClearPoint Community. This community fosters collaboration and knowledge sharing, allowing members to learn from each other’s experiences and collectively tackle challenges. The ClearPoint team actively supports this networking through regional gatherings and an annual Strategy and Performance Management Summit. For more information visit www.clearpointstrategy.com.

**Average Rating:** 4.6/5.0

**Total Reviews:** 177

#### How Do G2 Users Rate ClearPoint Strategy?

- **Reporting:** 9.3/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.4/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.1/10 (Category avg: 8.6/10)
- **Extended Planning:** 7.9/10 (Category avg: 8.4/10)

#### Who Is the Company Behind ClearPoint Strategy?

- **Seller:** [ClearPoint Strategy](https://www.g2.com/sellers/clearpoint-strategy)
- **Company Website:** www.clearpointstrategy.com
- **Year Founded:** 2008
- **HQ Location:** Arlington, VA
- **Twitter:** @clearpointstrat  
886 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7e644911d15eef03e079eb4bf5c38691734ffa7ddd9c4d165416e9808f2fd86c&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F706074%2F&secure%5Burl_type%5D=linkedin_company_website)  
31 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Government Administration, Non-Profit Organization Management
- **Company Size:** 41% Medium, 33% Large

#### What Do G2 Reviewers Say About ClearPoint Strategy?

_AI-generated summary from verified user reviews_

##### Pros

- Users value the **exceptional customer support** from ClearPoint, facilitating effective use and customization of the software.
- Users find the **ease of use** of ClearPoint Strategy invaluable for effective reporting and team collaboration.
- Users find ClearPoint Strategy's **customer service supportive and responsive** , significantly enhancing their overall experience and workflow efficiency.
- Users find ClearPoint Strategy to be **incredibly intuitive** , enabling team-wide engagement across various organizational levels.
- Users love the **reporting efficiency** of ClearPoint Strategy, simplifying data management and enhancing team collaboration.

##### Cons

- Users find a significant **learning curve** with ClearPoint Strategy, making initial use challenging for new administrators.
- Users find the **learning difficulty** of ClearPoint Strategy challenging, especially with its video tutorials and user interface.
- Users find that **limited customization options** hinder their ability to tailor reports and visuals effectively within ClearPoint Strategy.
- Users feel that the interface could be more **intuitive** , with a learning curve for new users and task navigation challenges.
- Users find the **difficult setup** process of ClearPoint Strategy to be complex and time-consuming, hindering usability.

#### What Are Recent G2 Reviews of ClearPoint Strategy?

**["ClearPoint - Creating solutions for their clients"](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208)**

**Rating:** 5.0/5.0 stars

_— Regina M._

[Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-930208)

**["Building our Strategic Workspace with ClearPoint Strategy"](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444)**

**Rating:** 4.0/5.0 stars

_— Austin C._

[Read full review](https://www.g2.com/survey_responses/clearpoint-strategy-review-12551444)

#### What Are G2 Users Discussing About ClearPoint Strategy?

- [What advice do you have for others considering ClearPoint Strategy for strategic planning?](https://www.g2.com/discussions/what-advice-do-you-have-for-others-considering-clearpoint-strategy-for-strategic-planning)
- [What is ClearPoint Strategy used for?](https://www.g2.com/discussions/what-is-clearpoint-strategy-used-for)

### [Vareto](https://www.g2.com/products/vareto/reviews)

Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.

**Average Rating:** 4.8/5.0

**Total Reviews:** 56

#### How Do G2 Users Rate Vareto?

- **Reporting:** 9.2/10 (Category avg: 8.8/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.6/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Vareto?

- **Seller:** [Vareto](https://www.g2.com/sellers/vareto)
- **Year Founded:** 2020
- **HQ Location:** Mountain View, CA
- **Twitter:** @VaretoApp  
91 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b35644294211b7fefd4d6084e5f439f305c4d36db291cff9b689fbcad0b29d71&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fvareto%2F&secure%5Burl_type%5D=linkedin_company_website)  
21 employees on LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Computer Software, Information Technology and Services
- **Company Size:** 93% Medium, 7% Small

#### What Are Recent G2 Reviews of Vareto?

**["Great FP&A tool with transaction level observability"](https://www.g2.com/survey_responses/vareto-review-9557173)**

**Rating:** 4.5/5.0 stars

_— Verified User in Venture Capital & Private Equity_

[Read full review](https://www.g2.com/survey_responses/vareto-review-9557173)

**["Excellent Low-code Planning Solution"](https://www.g2.com/survey_responses/vareto-review-9166320)**

**Rating:** 5.0/5.0 stars

_— Kevin K._

[Read full review](https://www.g2.com/survey_responses/vareto-review-9166320)

### [Spotlight Reporting](https://www.g2.com/es/products/spotlight-reporting/reviews)

Spotlight Reporting es la plataforma integral en la nube para la elaboración de informes financieros y la previsión de flujo de caja. Nuestro conjunto de herramientas está diseñado por contadores experimentados para permitir la planificación estratégica, la previsión y la consolidación multimoneda para empresas, firmas contables y CFOs virtuales. Conecta tu solución contable preferida y convierte tus datos financieros en información para tomar decisiones con confianza. Genera rápidamente paneles visuales, informes de gestión y previsiones, perfectos para presentar a clientes, al banco o a la junta.

**Average Rating:** 4.7/5.0

**Total Reviews:** 24

#### How Do G2 Users Rate Spotlight Reporting?

- **Informes:** 8.8/10 (Category avg: 8.8/10)
- **¿Ha sido the product un buen socio para hacer negocios?:** 10.0/10 (Category avg: 9.2/10)
- **Informes personalizados:** 9.2/10 (Category avg: 8.6/10)
- **Planificación ampliada:** 8.3/10 (Category avg: 8.4/10)

#### Who Is the Company Behind Spotlight Reporting?

- **Vendedor:** [Spotlight Reporting](https://www.g2.com/es/sellers/spotlight-reporting)
- **Año de fundación:** 2010
- **Ubicación de la sede:** Wellington, New Zealand
- **Twitter:** @spotlightrep  
7,727 seguidores en Twitter
- **Página de LinkedIn®:** [linkedin.com](https://www.g2.com/es/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=af899a8c43a3273b8a2ea2404d6ad22f3b26276515e28741abd2e75ed5ee2a0f&secure%5Burl%5D=https%3A%2F%2Flinkedin.com%2Fcompany%2Fspotlight-reporting-limited&secure%5Burl_type%5D=linkedin_company_website)  
43 empleados en LinkedIn®

#### Who Uses This Product?

- **Top Industries:** Contabilidad
- **Company Size:** 63% Small, 21% Medium

#### What Are Recent G2 Reviews of Spotlight Reporting?

**["Gran incorporación, soporte al cliente y compromiso."](https://www.g2.com/es/survey_responses/spotlight-reporting-review-8691167)**

**Rating:** 5.0/5.0 stars

_— Ryan V._

[Read full review](https://www.g2.com/es/survey_responses/spotlight-reporting-review-8691167)

**["Eficiente y fácil de usar."](https://www.g2.com/es/survey_responses/spotlight-reporting-review-8356636)**

**Rating:** 5.0/5.0 stars

_— Sara V._

[Read full review](https://www.g2.com/es/survey_responses/spotlight-reporting-review-8356636)

#### What Are G2 Users Discussing About Spotlight Reporting?

- [¿Para qué se utiliza Spotlight Reporting?](https://www.g2.com/es/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes

- [‹ Prev‹ Prev](/categories/fp-a-financial-planning-analysis?c621f870=7e1f4875&order=g2_score&page=2#product-list)
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Spotlight Categories

[Security Awareness Training Software](https://www.g2.com/categories/security-awareness-training)

[Contact Center Quality Assurance Software](https://www.g2.com/categories/contact-center-quality-assurance)

[Sales Tax and VAT Compliance Software](https://www.g2.com/categories/sales-tax-and-vat-compliance)

[Payment Processing Software](https://www.g2.com/categories/payment-processing)

[Sales Intelligence Software](https://www.g2.com/categories/sales-intelligence)

Similar Categories

- [Order Management](/categories/order-management)
- [Accounting](/categories/accounting)
- [Accounting Practice Management](/categories/accounting-practice-management)
- [Accounts Receivable](/categories/accounts-receivable)
- [AP Automation](/categories/ap-automation)

- [Billing](/categories/billing)
- [Budgeting and Forecasting](/categories/budgeting-and-forecasting)
- [Business Plan](/categories/business-plan)
- [Cash Flow Management](/categories/cash-flow-management)
- [Credit and Collections](/categories/credit-and-collections)

- [Cross-border payments software](/categories/cross-border-payments-software)
- [Deduction Management](/categories/deduction-management)
- [Enterprise Payment](/categories/enterprise-payment)
- [Equity Management](/categories/equity-management)
- [Financial Analysis](/categories/financial-analysis)

[Browse FP&A (Financial Planning & Analysis) Themes](/categories/fp-a-financial-planning-analysis/themes)

 ![Nathan Calabrese](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nathan Calabrese")
NC

Researched and written by [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)

Updated April 9, 2026

FP&A (financial planning and analysis) software enables financial analysts, managers, and CFOs to align financial management with broader business strategy through accurate planning, forecasting, and budgeting, automating workflows, linking data from disparate systems, and delivering real-time reporting to support decision-making across the organization.

### Core Capabilities of FP&A Software

To qualify for inclusion in the FP&A category, a product must:

- Provide budgeting and forecasting tools
- Integrate with ERP, CRM, accounting, or other business tools
- Provide financial statements, reports, and dashboards
- Track key performance indicators (KPIs) relative to corporate business objectives

### Common Use Cases for FP&A Software

Finance teams and business leaders use FP&A software to drive strategic planning and monitor financial performance. Common use cases include:

- Building and managing annual budgets and rolling forecasts
- Modeling financial scenarios to evaluate the impact of strategic decisions
- Providing executives and department heads with real-time financial visibility

### How FP&A Software Differs from Other Tools

FP&A software is often used interchangeably with corporate performance management (CPM) software, as both support strategic financial decisions and monitor business performance. It typically integrates with [accounting software](https://www.g2.com/categories/accounting), [ERP systems](https://www.g2.com/categories/erp-systems), and [CRM software](https://www.g2.com/categories/crm) to consolidate financial, operational, and sales data into a unified planning environment.

### Insights from G2 on FP&A Software

Based on category trends on G2, real-time dashboards and scenario modeling stand out as the most valued capabilities. Time savings from automated forecasting and improved cross-functional alignment stand out as primary reasons for adoption.

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