# Best FP&A Software for Small Business

  *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)*

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

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





## Category Overview

**Total Products under this Category:** 269


## Trust & Credibility Stats

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

- 30 Analysts and Data Experts
- 12,200+ Authentic Reviews
- 269+ 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.



---

**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&secure%5Bcategory_id%5D=215&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%3Fpage%3D2&secure%5Btoken%5D=8049f8fd65d499857c1484899fbf08c968adc6691476a4e761c778b2485fb889&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3DG2%2520PPC&secure%5Burl_type%5D=book_demo&secure%5Bvisitor_segment%5D=180)

---

## Top-Rated Products (Ranked by G2 Score)
### 1. [Anaplan](https://www.g2.com/products/anaplan/reviews)
  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 market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 392

**User Satisfaction Scores:**

- **Reporting:** 8.2/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 7.8/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Anaplan](https://www.g2.com/sellers/anaplan)
- **Company Website:** https://www.anaplan.com
- **Year Founded:** 2006
- **HQ Location:** Miami, FL
- **Twitter:** @anaplan (21,810 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/anaplan/ (2,737 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Manager, Senior Consultant
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 51% Enterprise, 34% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (100 reviews)
- Flexibility (90 reviews)
- Features (87 reviews)
- Efficiency (63 reviews)
- Planning (59 reviews)

**Cons:**

- Limitations (44 reviews)
- Missing Features (39 reviews)
- Learning Curve (33 reviews)
- Performance Issues (30 reviews)
- Lack of Features (29 reviews)

### 2. [LiveFlow](https://www.g2.com/products/liveflow/reviews)
  LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&A together in one place. - Built with multi-entity in mind. Manage intercompany workflows, shared accounts, and eliminations across all entities, all in one place. - Reports the way you want them. Build and customize reports in real time, with the flexibility to match how your business actually runs. - Built-in AI to accelerate your workflows. Automate routine tasks and surface insights faster with AI that you control. LiveFlow FP&A Platform Transform Excel and Google Sheets into your financial command center. - Effortless Reporting in spreadsheets: Import QuickBooks data in seconds to create shareable dashboards that automatically update. Drill down, build visualizations, and create impactful, always-current reporting. - Consolidation in Under 3 Minutes: Consolidate financials from multi-entity businesses in seconds. - Pre-built Financial Models: Choose from 100+ report templates to completely customize foryour business or clients, all while being supported by our Customer Success Team staffed byfinancial experts.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 332

**User Satisfaction Scores:**

- **Reporting:** 9.2/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.3/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [LiveFlow](https://www.g2.com/sellers/liveflow)
- **Company Website:** https://www.liveflow.com
- **Year Founded:** 2021
- **HQ Location:** New York, US
- **LinkedIn® Page:** https://www.linkedin.com/company/liveflow (52 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Accounting Manager, CEO
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 75% Small-Business, 20% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (98 reviews)
- Time-Saving (83 reviews)
- Time-saving (80 reviews)
- Reporting Efficiency (70 reviews)
- Efficiency (63 reviews)

**Cons:**

- Missing Features (23 reviews)
- Limited Customization (14 reviews)
- Inefficient Reporting (12 reviews)
- Expensive (11 reviews)
- Limited Reporting (11 reviews)

### 3. [Datarails](https://www.g2.com/products/datarails/reviews)
  Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 200+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 316

**User Satisfaction Scores:**

- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.1/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.0/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Datarails](https://www.g2.com/sellers/datarails)
- **Company Website:** https://www.Datarails.com
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @datarails (1,148 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10519133/ (425 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CFO, Chief Financial Officer
  - **Top Industries:** Financial Services, Hospital & Health Care
  - **Company Size:** 73% Mid-Market, 20% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (92 reviews)
- Reporting Efficiency (53 reviews)
- Excel Integration (51 reviews)
- Data Management (49 reviews)
- Efficiency (46 reviews)

**Cons:**

- Learning Difficulty (36 reviews)
- Learning Curve (26 reviews)
- Missing Features (24 reviews)
- Steep Learning Curve (23 reviews)
- Complexity (21 reviews)

### 4. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)
  IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 223

**User Satisfaction Scores:**

- **Reporting:** 8.9/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.1/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [IBM](https://www.g2.com/sellers/ibm)
- **Company Website:** https://www.ibm.com/us-en
- **Year Founded:** 1911
- **HQ Location:** Armonk, NY
- **Twitter:** @IBM (709,023 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/1009/ (324,553 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Analyst
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 51% Enterprise, 36% Mid-Market


#### Pros & Cons

**Pros:**

- Efficiency (35 reviews)
- Planning Efficiency (34 reviews)
- Analytics (31 reviews)
- Ease of Use (30 reviews)
- Forecasting Accuracy (30 reviews)

**Cons:**

- Learning Curve (29 reviews)
- Learning Difficulty (19 reviews)
- User Difficulty (19 reviews)
- Difficult Learning (16 reviews)
- Complexity (15 reviews)

### 5. [Workiva](https://www.g2.com/products/workiva-workiva/reviews)
  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 stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 2,117

**User Satisfaction Scores:**

- **Reporting:** 8.7/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.1/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Workiva](https://www.g2.com/sellers/workiva)
- **Company Website:** https://www.workiva.com
- **Year Founded:** 2008
- **HQ Location:** Ames, Iowa
- **Twitter:** @Workiva (5,296 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/732400/ (3,266 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Reporting Manager, Senior Accountant
  - **Top Industries:** Accounting, Financial Services
  - **Company Size:** 57% Enterprise, 28% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (439 reviews)
- Collaboration (238 reviews)
- Team Collaboration (215 reviews)
- Features (211 reviews)
- Efficiency (180 reviews)

**Cons:**

- Missing Features (148 reviews)
- Limited Functionality (102 reviews)
- Learning Curve (96 reviews)
- Learning Difficulty (94 reviews)
- Limitations (89 reviews)

### 6. [Acterys](https://www.g2.com/products/acterys/reviews)
  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 connectors to a variety of accounting systems and other sources. Supported by a wide variety of templates (Cost Center, Management Consolidation, HR, CAPEX, Cash Flow, etc.) users can build effective xP&A (Extended Planning & Analytics) and performance management processes in Power BI, Excel, web browser and mobile devices the quickest way.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 59

**User Satisfaction Scores:**

- **Reporting:** 9.7/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.6/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.6/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Acterys](https://www.g2.com/sellers/acterys)
- **Year Founded:** 2017
- **HQ Location:** Chicago, Illinois
- **Twitter:** @Acterysfpa (156 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/acterysfpa/ (31 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Information Technology and Services
  - **Company Size:** 66% Small-Business, 29% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (3 reviews)
- Connectivity (2 reviews)
- Easy Integrations (2 reviews)
- Features (2 reviews)
- Integrations (2 reviews)


### 7. [Vena](https://www.g2.com/products/vena/reviews)
  Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 368

**User Satisfaction Scores:**

- **Reporting:** 9.1/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.0/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Vena Solutions](https://www.g2.com/sellers/vena-solutions)
- **Company Website:** https://www.venasolutions.com
- **Year Founded:** 2011
- **HQ Location:** Toronto
- **Twitter:** @venasolutions (1,355 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2281490/ (687 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Financial Analyst, Account Manager
  - **Top Industries:** Information Technology and Services, Financial Services
  - **Company Size:** 62% Mid-Market, 21% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (113 reviews)
- Excel Integration (60 reviews)
- Features (52 reviews)
- User Interface (50 reviews)
- Reporting (49 reviews)

**Cons:**

- Learning Difficulty (29 reviews)
- Learning Curve (27 reviews)
- Steep Learning Curve (25 reviews)
- Difficult Learning (18 reviews)
- Setup Difficulty (18 reviews)

### 8. [Board](https://www.g2.com/products/board/reviews)
  Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 300

**User Satisfaction Scores:**

- **Reporting:** 8.6/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Board International](https://www.g2.com/sellers/board-international)
- **Company Website:** https://www.board.com
- **Year Founded:** 1994
- **HQ Location:** Chiasso, Ticino
- **Twitter:** @BoardSoftware (27,190 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/98246/ (920 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Software Engineer, Software Developer
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 57% Mid-Market, 40% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (26 reviews)
- Flexibility (21 reviews)
- Features (20 reviews)
- Efficiency (18 reviews)
- Customization (16 reviews)

**Cons:**

- Slow Performance (9 reviews)
- Learning Curve (8 reviews)
- Missing Features (8 reviews)
- Poor Visualization (8 reviews)
- Complexity (7 reviews)

### 9. [Joiin](https://www.g2.com/products/joiin/reviews)
  Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants that need fast, accurate, and scalable reporting across single entities and complex multi-entity groups. By connecting to platforms like QuickBooks, Xero, Sage, and more, Joiin replaces spreadsheet-heavy processes with structured, automated reporting. Finance teams can move from delayed, manual workflows to real-time, decision-ready insight. Smarter Financial Reporting Automate management reports, dashboards, and board packs in one platform. Standardise reporting across entities and systems, reduce manual effort, and reuse reporting structures every cycle. Multi-Entity Consolidation, Built for Scale Consolidate multiple entities, currencies, and charts of accounts with precision. Handle intercompany eliminations, multi-currency reporting, and complex group structures without the need for an ERP. Board-Ready Report Packs Create professional, branded report packs with custom layouts, visuals, and automated delivery. Tailor reports for leadership teams, investors, lenders, or clients. AI-Powered Insight and Agents (Joiin Intelligence) Go beyond static reporting with AI-driven analysis. Surface key trends, variances, and performance signals automatically, and generate commentary directly within your reports using Joiin Intelligence. Connect Claude, GPT and leading AI platforms with Joiin's MCP. Live Dashboards & Drill-Down Track performance in real time with live dashboards and KPIs. Drill down from consolidated results to underlying transactions across entities and data sources. Flexible Integrations & Data Access Connect to QuickBooks, Xero, Sage, spreadsheets, and more. Extend reporting into Excel, Power BI, and other tools using Joiin Connect (API) and integrations like Zapier. Transparent, Scalable Pricing All features included on every plan. Unlimited users, no reporting limits, and pricing that scales with your organisation. Security & Governance Enterprise-grade security with encrypted connections, role-based access, audit trails, and strict data controls, ensuring reliable, governed reporting.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 82

**User Satisfaction Scores:**

- **Reporting:** 8.0/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.5/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Joiin](https://www.g2.com/sellers/joiin)
- **Company Website:** https://www.joiin.co/
- **Year Founded:** 2018
- **HQ Location:** Exeter, UK
- **Twitter:** @joiinreporting (198 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/joiin (15 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CFO, Finance Director
  - **Top Industries:** Accounting, Computer Software
  - **Company Size:** 63% Small-Business, 35% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (24 reviews)
- Reporting (17 reviews)
- Reporting Efficiency (17 reviews)
- Customer Support (14 reviews)
- Report Creation (14 reviews)

**Cons:**

- Inefficient Reporting (10 reviews)
- Missing Features (10 reviews)
- Reporting Issues (10 reviews)
- Limited Reporting (9 reviews)
- Formatting Issues (5 reviews)

### 10. [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews)
  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 planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt.


  **Average Rating:** 4.2/5.0
  **Total Reviews:** 729

**User Satisfaction Scores:**

- **Reporting:** 8.6/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.6/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [SAP](https://www.g2.com/sellers/sap)
- **Company Website:** https://www.sap.com/
- **Year Founded:** 1972
- **HQ Location:** Walldorf
- **Twitter:** @SAP (297,227 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/sap/ (141,341 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Senior Consultant, Consultant
  - **Top Industries:** Information Technology and Services, Computer Software
  - **Company Size:** 49% Enterprise, 27% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (68 reviews)
- Data Analysis (52 reviews)
- Data Visualization (51 reviews)
- Easy Integrations (40 reviews)
- Analytics (39 reviews)

**Cons:**

- Slow Performance (36 reviews)
- Learning Curve (35 reviews)
- Learning Difficulty (33 reviews)
- Performance Issues (32 reviews)
- Large Dataset Handling (30 reviews)

### 11. [Fathom](https://www.g2.com/products/fathom/reviews)
  Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Online/Desktop, Sage and MYOB; or import data via Excel & Google Sheets. Create beautiful reports and dashboards: Whether presenting to a client, reporting to investors, or updating your management team, you'll always be prepared with Fathom. Confidently plan with Cash Flow Forecasting: Fathom combines business planning with powerfully simple three-way cash flow forecasting software. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. In addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Get a clear view with the Insights Dashboard: If you're managing a portfolio of clients or multiple business entities, the Insights Dashboard comprises key financial metrics to help you monitor performance and spot opportunities at a glance.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 57

**User Satisfaction Scores:**

- **Reporting:** 8.2/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.3/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.5/10)
- **Extended Planning:** 7.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Fathom Applications](https://www.g2.com/sellers/fathom-applications)
- **Company Website:** https://www.fathomhq.com
- **Year Founded:** 2010
- **HQ Location:** Brisbane, QLD
- **Twitter:** @fathomhq (7,419 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2631592/ (78 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting, Information Technology and Services
  - **Company Size:** 51% Small-Business, 32% Mid-Market


#### Pros & Cons

**Pros:**

- Features (15 reviews)
- Reporting (15 reviews)
- Ease of Use (14 reviews)
- Reporting Efficiency (14 reviews)
- Customer Support (11 reviews)

**Cons:**

- Missing Features (6 reviews)
- Upload Issues (5 reviews)
- Customization Difficulties (4 reviews)
- Import Issues (4 reviews)
- Improvements Needed (4 reviews)

### 12. [Jirav](https://www.g2.com/products/jirav/reviews)
  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 solution provider of CPA.com, Jirav is trusted by firms to deliver accurate budgeting, forecasting, and reporting in one platform, serving businesses with 5 to 500 employees. With seamless integrations to accounting systems like QuickBooks, Xero, NetSuite, and Intacct, as well as HCM providers like ADP, Paychex, Gusto and more, Jirav offers a complete financial view. Our intuitive setup and low implementation cost make it easy to replace spreadsheets and unlock powerful forecasting potential. Built for firms and teams looking to grow, Jirav empowers you to deliver exceptional insights, improve client outcomes, and embrace the future of modern finance.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 191

**User Satisfaction Scores:**

- **Reporting:** 8.7/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.5/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.5/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Jirav](https://www.g2.com/sellers/jirav)
- **Company Website:** https://www.jirav.com
- **Year Founded:** 2015
- **HQ Location:** Seattle, WA
- **Twitter:** @GoJirav (1,119 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/10079130/ (51 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Controller, CFO
  - **Top Industries:** Accounting, Computer Software
  - **Company Size:** 64% Small-Business, 34% Mid-Market


#### Pros & Cons

**Pros:**

- Ease of Use (6 reviews)
- Customer Support (5 reviews)
- Dashboards (4 reviews)
- Easy Setup (4 reviews)
- Financial Management (4 reviews)

**Cons:**

- Steep Learning Curve (4 reviews)
- Learning Curve (3 reviews)
- Learning Difficulty (2 reviews)
- Limited Reporting (2 reviews)
- Missing Features (2 reviews)

### 13. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews)
  At Workday, we’re powering a new generation of intelligent planning. Driving business agility in an uncertain world, Workday Adaptive Planning’s AI-powered platform helps people gain insights, collaborate, and make smarter decisions, faster. Powerful modeling and analytics for any size organization, yet so easy for anybody who plans. Our planning cloud application enables organizations of all sizes to adapt to a changing world and shifting business conditions with confidence and agility. Workday ranks #1 in customer satisfaction in independent industry surveys from leading market analysts such as Gartner, Forrester, and BPM Partners.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 300

**User Satisfaction Scores:**

- **Reporting:** 8.0/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.5/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.0/10 (Category avg: 8.5/10)
- **Extended Planning:** 7.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Workday](https://www.g2.com/sellers/workday)
- **Company Website:** https://www.workday.com
- **Year Founded:** 2005
- **HQ Location:** Pleasanton, CA
- **Twitter:** @Workday (52,257 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/17719/ (23,943 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Analyst, Senior Financial Analyst
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 58% Mid-Market, 33% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (13 reviews)
- Efficiency (11 reviews)
- Capabilities (8 reviews)
- Features (8 reviews)
- Planning (8 reviews)

**Cons:**

- Complexity (5 reviews)
- Complex Setup (5 reviews)
- Learning Difficulty (5 reviews)
- Steep Learning Curve (5 reviews)
- Difficult Customization (4 reviews)

### 14. [Mosaic Tech](https://www.g2.com/products/mosaic-tech/reviews)
  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 empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to info@mosaic.tech.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 216

**User Satisfaction Scores:**

- **Reporting:** 8.5/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.0/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.6/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [HiBob](https://www.g2.com/sellers/hibob)
- **Year Founded:** 2015
- **HQ Location:** New York
- **Twitter:** @HiBob_HR (4,201 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/7586104/ (2,018 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CFO, VP Finance
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 65% Mid-Market, 35% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (19 reviews)
- Customer Support (15 reviews)
- Integrations (12 reviews)
- Features (11 reviews)
- Reporting Efficiency (11 reviews)

**Cons:**

- Learning Difficulty (10 reviews)
- Learning Curve (6 reviews)
- Limited Customization (6 reviews)
- Difficult Customization (5 reviews)
- Customization Difficulties (4 reviews)

### 15. [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews)
  Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain when they need a financial planning and analysis software that scales with complexity while remaining intuitive for users. Finance teams use Drivetrain to support core FP&A workflows such as 3-statement modeling, board and investor reporting, headcount and workforce planning, sales planning, cash flow and revenue forecasting, scenario modeling, budgeting, and variance analysis. By unifying these use cases into a single platform, finance leaders plan with greater accuracy, collaborate more effectively, and deliver timely insights for better decision-making. Drivetrain natively integrates with 800+ business systems including Salesforce, NetSuite, QuickBooks, Xero, Hubspot, Salesforce, Rippling, Excel and Looker. These integrations create a single source of truth that reduces manual data preparation and reconciliation. The platform supports flexible, multi-dimensional modeling. And, these models can be built using plain-English formulas, allowing finance teams to handle complexity without relying on rigid templates or specialized technical expertise. Drivetrain also has intuitive reporting and visualization capabilities, combining drag-and-drop report building with charts and dashboards for clear communication of performance. Robust role-based access controls allow finance leaders to manage permissions at a granular level, ensuring stakeholders receive secure, relevant access to metrics, models, and reports. AI is embedded throughout the platform to support data transformation, anomaly detection, model building, insight generation, and more. These capabilities help automate manual work so that finance teams can focus on analysis and decision-making. Finance teams in more than 20 countries and 13 verticals use Drivetrain for their FP&A needs. Customers include category-leading companies such as Postman, Javvy Coffee, Graham Allen, Matillion, Spinnaker Support, and Jumia Group.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 113

**User Satisfaction Scores:**

- **Reporting:** 9.5/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.2/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.4/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Drivetrain](https://www.g2.com/sellers/drivetrain)
- **Company Website:** https://www.drivetrain.ai
- **Year Founded:** 2021
- **HQ Location:** Sunnyvale, US
- **Twitter:** @DrivetrainAI (53 Twitter followers)
- **LinkedIn® Page:** https://in.linkedin.com/company/drivetrainai (91 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Finance Manager, CFO
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 83% Mid-Market, 14% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (48 reviews)
- Report Creation (33 reviews)
- Reporting Efficiency (33 reviews)
- Customer Support (32 reviews)
- Easy Integrations (23 reviews)

**Cons:**

- Learning Curve (13 reviews)
- Missing Features (13 reviews)
- Learning Difficulty (12 reviews)
- Steep Learning Curve (11 reviews)
- Difficult Learning (6 reviews)

### 16. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews)
  The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no implementation, no specialized teams - just industry-transforming results.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 46

**User Satisfaction Scores:**

- **Reporting:** 9.6/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.3/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Clockwork](https://www.g2.com/sellers/clockwork-4b6e5885-3074-455a-ada0-cb5a0a0d1fca)
- **Company Website:** https://www.clockwork.ai/about
- **Year Founded:** 2018
- **HQ Location:** Chicago, US
- **Twitter:** @Clockwork_AI (113 Twitter followers)
- **LinkedIn® Page:** http://www.linkedin.com/company/clockworkai (13 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 91% Small-Business, 9% Mid-Market


#### Pros & Cons

**Pros:**

- Customer Support (5 reviews)
- Ease of Use (5 reviews)
- Ease of Implementation (4 reviews)
- Implementation Ease (3 reviews)
- Automation (2 reviews)

**Cons:**

- Slow Loading (2 reviews)
- Slow Performance (2 reviews)
- Performance Issues (1 reviews)
- Update Issues (1 reviews)

### 17. [Coefficient](https://www.g2.com/products/coefficient/reviews)
  Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 177

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 10.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Coefficient](https://www.g2.com/sellers/coefficient)
- **Company Website:** https://coefficient.io/
- **Year Founded:** 2020
- **HQ Location:** Palo Alto, CA
- **Twitter:** @coefficient_io (351 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/coefficientworks/ (70 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Computer Software, Information Technology and Services
  - **Company Size:** 49% Mid-Market, 36% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (72 reviews)
- Automation (42 reviews)
- Integrations (42 reviews)
- Time-saving (36 reviews)
- Easy Integrations (31 reviews)

**Cons:**

- Limited Features (18 reviews)
- Feature Limitations (17 reviews)
- Limitations (13 reviews)
- Missing Features (12 reviews)
- Integration Issues (11 reviews)

### 18. [Martus](https://www.g2.com/products/martus/reviews)
  Martus Solutions is a cloud-based financial management and budgeting software designed to help organizations streamline budgeting, forecasting, and reporting with greater speed, accuracy, and collaboration. Built to replace complex, disconnected and error-prone spreadsheets, Martus enables finance teams to collaboratively create, manage, and analyze budgets in up to 50% less time, while improving visibility into real-time financial performance. Purpose-built for scaling organizations like nonprofits, churches and faith-based organizations, and small to mid-sized businesses that need a more efficient and collaborative budgeting process. The platform supports multi-user budget creation with role-based permissions, structured approval workflows, and centralized data all designed to make it easier for finance leaders and department managers to work together with confidence. Martus offers seamless integration with more than 20 ERP and accounting systems, including Sage Intacct, QuickBooks, Blackbaud Financial Edge, Microsoft Dynamics 365 Business Central, Acumatica, Xero, NetSuite, and legacy systems like Sage 100. These integrations reduce manual data entry, improve data accuracy, and ensure budgets and forecasts are always aligned with actuals from your core financial systems. Organizations using Martus report faster budgeting cycles, improved forecasting accuracy, and real-time budget-to-actual reporting that supports informed decision-making. Built-in scenario planning and forecasting tools allow teams to model multiple financial outcomes, helping organizations plan proactively for growth, uncertainty, and changing funding conditions. Martus is known for its rapid implementation and fast time to value. Customers can begin using the platform in as little as one hour, with full implementation typically completed in approximately three weeks. Martus also provides best-in-class customer support, including hands-on onboarding, on-demand training resources, live webinars, and ongoing education to ensure long-term success. As a modern budget management solution, Martus empowers organizations to move beyond spreadsheets, improve collaboration across teams, and gain the financial clarity needed achieve their mission.


  **Average Rating:** 4.7/5.0
  **Total Reviews:** 61

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.7/10 (Category avg: 9.2/10)
- **Custom Reporting:** 6.7/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Martus Solutions](https://www.g2.com/sellers/martus-solutions)
- **Company Website:** https://www.martussolutions.com/
- **Year Founded:** 2007
- **HQ Location:** Greenville, US
- **LinkedIn® Page:** https://www.linkedin.com/company/1140270 (48 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Non-Profit Organization Management, Religious Institutions
  - **Company Size:** 43% Mid-Market, 21% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (36 reviews)
- Customer Support (19 reviews)
- Integrations (19 reviews)
- Budgeting Management (18 reviews)
- Budgeting Efficiency (16 reviews)

**Cons:**

- Learning Curve (9 reviews)
- Steep Learning Curve (6 reviews)
- Complexity (5 reviews)
- Confusion (5 reviews)
- Learning Difficulty (5 reviews)

### 19. [Apliqo](https://www.g2.com/products/apliqo/reviews)
  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 ourselves, we’ve been through the pain of inaccurate, time-consuming and unwieldy processes. And we’re here to put a stop to it. Permanently. We’ve put all our knowledge and experience into our applications, building in all the planning IQ, analytics and reporting capabilities you need. So you don’t have to suffer any longer.


  **Average Rating:** 4.9/5.0
  **Total Reviews:** 43

**User Satisfaction Scores:**

- **Reporting:** 9.9/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.9/10 (Category avg: 9.2/10)
- **Custom Reporting:** 9.4/10 (Category avg: 8.5/10)
- **Extended Planning:** 9.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Apliqo](https://www.g2.com/sellers/apliqo)
- **Company Website:** https://apliqo.com/
- **Year Founded:** 2013
- **HQ Location:** Zurich, CH
- **Twitter:** @apliqo (47 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/apliqo (18 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Consultant, Senior Consultant
  - **Top Industries:** Consulting, Information Technology and Services
  - **Company Size:** 62% Mid-Market, 31% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (17 reviews)
- Intuitive (8 reviews)
- Dashboards (7 reviews)
- Features (7 reviews)
- Planning (6 reviews)

**Cons:**

- Steep Learning Curve (9 reviews)
- Learning Difficulty (7 reviews)
- Learning Curve (6 reviews)
- Expertise Required (5 reviews)
- Customization Difficulties (2 reviews)

### 20. [Planful](https://www.g2.com/products/planful/reviews)
  Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com.


  **Average Rating:** 4.3/5.0
  **Total Reviews:** 487

**User Satisfaction Scores:**

- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 8.8/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.1/10 (Category avg: 8.5/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Planful](https://www.g2.com/sellers/planful)
- **Company Website:** https://www.planful.com
- **Year Founded:** 2000
- **HQ Location:** San Francisco, CA
- **Twitter:** @Planful (7,564 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/planful-inc/ (619 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Financial Analyst, Senior Financial Analyst
  - **Top Industries:** Computer Software, Hospital & Health Care
  - **Company Size:** 48% Mid-Market, 45% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (48 reviews)
- Reporting (29 reviews)
- Reporting Efficiency (21 reviews)
- Automation (20 reviews)
- Features (19 reviews)

**Cons:**

- Learning Curve (17 reviews)
- Learning Difficulty (17 reviews)
- Missing Features (13 reviews)
- Not Intuitive (12 reviews)
- Improvements Needed (10 reviews)

### 21. [Solver](https://www.g2.com/products/solver/reviews)
  Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com.


  **Average Rating:** 4.5/5.0
  **Total Reviews:** 246

**User Satisfaction Scores:**

- **Reporting:** 8.7/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.2/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.9/10 (Category avg: 8.5/10)
- **Extended Planning:** 7.9/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Solver](https://www.g2.com/sellers/solver)
- **Company Website:** https://www.solverglobal.com/
- **Year Founded:** 1996
- **HQ Location:** Calabasas, CA.
- **Twitter:** @SolverGlobal (553 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/38094/ (195 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Controller, Senior Financial Analyst
  - **Top Industries:** Accounting, Non-Profit Organization Management
  - **Company Size:** 67% Mid-Market, 18% Small-Business


#### Pros & Cons

**Pros:**

- Reporting Efficiency (15 reviews)
- Ease of Use (13 reviews)
- Excel Integration (12 reviews)
- Report Creation (12 reviews)
- Reporting Quality (12 reviews)

**Cons:**

- Learning Difficulty (8 reviews)
- Confusion (5 reviews)
- Data Management (5 reviews)
- Learning Curve (5 reviews)
- Difficult Setup (4 reviews)

### 22. [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews)
  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 plans, annual plans, and quarterly plans. This software provides users with intuitive dashboards that enhance company alignment and facilitate more productive meetings, ensuring that all team members are on the same page regarding organizational goals and performance metrics. Targeted primarily at business leaders, project managers, and teams focused on strategic execution, Rhythm Systems addresses the challenges of aligning various departments and ensuring that everyone is working towards common objectives. The software is particularly beneficial for organizations that operate in fast-paced environments where agility and clarity in strategic planning are essential. By utilizing Rhythm Systems, teams can streamline their planning processes and improve accountability, making it easier to track progress and adjust strategies as needed. One of the standout features of Rhythm Systems is its AI-powered goal-writing coach, which assists users in formulating clear and actionable goals. This feature, combined with automated quarterly plan audits, allows organizations to maintain a high level of execution quality. Additionally, the software offers advanced integration capabilities, enabling seamless connectivity with other tools and platforms that businesses may already be using. This integration ensures that data flows smoothly across systems, reducing the risk of errors and enhancing overall efficiency. Rhythm Systems also provides industry benchmarking for execution, allowing organizations to compare their performance against competitors. This feature equips users with insights that can inform strategic decisions and highlight areas for improvement. Furthermore, the software includes options for strategic planning facilitation, CEO coaching, and business strategy coaching, transforming strategy sessions into actionable plans that teams can execute with discipline and focus. We guarantee improvements within 30 days of implementation. This guarantee underscores the software's potential to enhance execution and drive organizational success. For those interested in exploring how Rhythm Systems can elevate their strategic planning efforts, scheduling a demo with a Rhythm Expert offers an opportunity to see the software in action and understand its capabilities in greater detail.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 407

**User Satisfaction Scores:**

- **Reporting:** 7.7/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 6.6/10 (Category avg: 8.5/10)
- **Extended Planning:** 7.8/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Rhythm Systems](https://www.g2.com/sellers/rhythm-systems)
- **Company Website:** https://www.rhythmsystems.com
- **Year Founded:** 2006
- **HQ Location:** Charlotte, North Carolina
- **Twitter:** @RhythmSystems (2,851 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/rhythm-systems-inc (38 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, CFO
  - **Top Industries:** Hospital & Health Care, Computer Software
  - **Company Size:** 57% Mid-Market, 28% Small-Business


#### Pros & Cons

**Pros:**

- Ease of Use (31 reviews)
- Team Collaboration (27 reviews)
- Tracking (26 reviews)
- Progress Tracking (20 reviews)
- Goal Management (19 reviews)

**Cons:**

- Learning Curve (8 reviews)
- Learning Difficulty (7 reviews)
- Missing Features (6 reviews)
- Not Intuitive (6 reviews)
- Poor Usability (6 reviews)

### 23. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews)
  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 can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks.


  **Average Rating:** 4.6/5.0
  **Total Reviews:** 251

**User Satisfaction Scores:**

- **Reporting:** 8.8/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.1/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.8/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.7/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [Lucanet AG](https://www.g2.com/sellers/lucanet-ag)
- **Year Founded:** 1999
- **HQ Location:** Berlin, Germany
- **Twitter:** @LucaNet (722 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/lucanet-ag/about (911 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** CEO, Founder
  - **Top Industries:** Computer Software, Financial Services
  - **Company Size:** 66% Small-Business, 30% Mid-Market


#### Pros & Cons

**Pros:**

- Automation (1 reviews)
- Budgeting (1 reviews)
- Collaboration (1 reviews)
- Data Analysis (1 reviews)
- Ease of Implementation (1 reviews)

**Cons:**

- Difficult Learning (1 reviews)
- Insufficient Training (1 reviews)
- Integration Issues (1 reviews)
- Learning Curve (1 reviews)
- Learning Difficulty (1 reviews)

### 24. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews)
  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 reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.


  **Average Rating:** 4.8/5.0
  **Total Reviews:** 76

**User Satisfaction Scores:**

- **Has the product been a good partner in doing business?:** 9.0/10 (Category avg: 9.2/10)
- **Custom Reporting:** 5.0/10 (Category avg: 8.5/10)


**Seller Details:**

- **Seller:** [Syft Analytics](https://www.g2.com/sellers/syft-analytics)
- **Year Founded:** 2016
- **HQ Location:** Wilmington, US
- **Twitter:** @Syft_Analytics (512 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/17981719 (97 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Top Industries:** Accounting
  - **Company Size:** 70% Small-Business, 28% Mid-Market


#### Pros & Cons

**Pros:**

- Reporting (9 reviews)
- Easy Integrations (8 reviews)
- Financial Management (8 reviews)
- Integrations (7 reviews)
- Reporting Efficiency (7 reviews)

**Cons:**

- Connectivity Issues (2 reviews)
- Customization Difficulties (2 reviews)
- Excel Integration Issues (2 reviews)
- Expensive (2 reviews)
- Learning Curve (2 reviews)

### 25. [AchieveIt](https://www.g2.com/products/achieveit/reviews)
  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? Using manual processes & disconnected systems impacts real results by limiting visibility, impacting accountability, and letting the day-to-day take over. It's part of why over 70% of key plans fail. But there's a better way...Strategy leaders trust AchieveIt to connect, monitor, and execute their most important plans and initiatives -- improving visibility, increasing accountability, and driving collaboration. That's why everyone from global organizations, to regional healthcare systems, to government agencies, and more, use AchieveIt for managing key plans and initiatives. AchieveIt is the Strategic Planning software that identifies and corrects the untapped potential in your planning and execution process ✅ Turn manual updates into an automatic process Instead of chasing down updates at inconsistent frequencies, AchieveIt automatically requests (& collects) updates from your organization -- at the time and frequency of your choosing. This increases productivity & efficiency through immediate input & fresh data. ✅ Improve visibility & understanding of progress With automated dashboards and real-time insights, AchieveIt takes the guesswork & gruntwork out of decision-making, enabling your team to make quicker, more confident decisions. ✅ Connect key information across siloes Instead of relying on separate systems and siloed updates, AchieveIt connects and aligns your teams to help the organization achieve its goals. ✅ Increase team accountability Instead of wondering "who's responsible for this again?", AchieveIt makes it easy to understand who's doing what -- and when and why they're doing it -- with a clear system for accountability. ✅ Improve plan performance & execution Executing strategic plans can be a challenge and a hassle. Between endless status update meetings, manual updates, and siloed data, countless pain points impact results. AchieveIt makes it easy to focus on your long-term initiatives, improving execution results.


  **Average Rating:** 4.4/5.0
  **Total Reviews:** 199

**User Satisfaction Scores:**

- **Reporting:** 9.1/10 (Category avg: 8.7/10)
- **Has the product been a good partner in doing business?:** 9.6/10 (Category avg: 9.2/10)
- **Custom Reporting:** 8.6/10 (Category avg: 8.5/10)
- **Extended Planning:** 8.3/10 (Category avg: 8.4/10)


**Seller Details:**

- **Seller:** [AchieveIt](https://www.g2.com/sellers/achieveit)
- **Company Website:** https://www.achieveit.com
- **Year Founded:** 2010
- **HQ Location:** Atlanta, GA
- **Twitter:** @GoAchieveIt (10,719 Twitter followers)
- **LinkedIn® Page:** https://www.linkedin.com/company/2296143/ (38 employees on LinkedIn®)

**Reviewer Demographics:**
  - **Who Uses This:** Executive Assistant
  - **Top Industries:** Hospital & Health Care, Government Administration
  - **Company Size:** 42% Mid-Market, 36% Enterprise


#### Pros & Cons

**Pros:**

- Ease of Use (25 reviews)
- Tracking (19 reviews)
- Progress Tracking (18 reviews)
- Team Collaboration (17 reviews)
- Customer Support (16 reviews)

**Cons:**

- Limited Customization (5 reviews)
- Dashboard Issues (4 reviews)
- Learning Curve (4 reviews)
- Not Intuitive (4 reviews)
- Poor Integration (4 reviews)



## Parent Category

[Accounting & Finance Software](https://www.g2.com/categories/accounting-finance)



## Related Categories

- [Financial Close Software](https://www.g2.com/categories/financial-close)
- [Budgeting and Forecasting Software](https://www.g2.com/categories/budgeting-and-forecasting)
- [Financial Analysis Software](https://www.g2.com/categories/financial-analysis)



---

## Buyer Guide

### What You Should Know About FP&A Software

### FP&A Software software buying insights at a glance

[FP&A (financial planning and analysis) software](https://www.g2.com/categories/fp-a-financial-planning-analysis) helps organizations plan budgets, build forecasts, generate financial reports, and run scenario analysis across departments and business units. These systems allow finance teams to centralize data from [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** [HR](https://www.g2.com/categories/core-hr) **,** and [accounting systems](https://www.g2.com/categories/accounting), automate planning workflows, track performance against targets, and align financial strategy with operational execution. As companies operate in more dynamic environments with tighter reporting cycles and increased cross-functional accountability, FP&A software is becoming essential infrastructure for organizations that need faster, more accurate, and more collaborative financial decision-making.

Organizations typically adopt financial planning and analysis software to reduce spreadsheet dependency, improve forecasting accuracy, and create a single source of truth for financial data. Across FP&A software reviews, buyers frequently highlight benefits such as centralized reporting, improved version control, and more efficient scenario modeling. The best FP&A software stands out by combining familiar workflows with structured planning, automation, and integrations that support both finance teams and business stakeholders. In practice, the most effective FP&A software solutions function as a planning layer that connects budgeting, forecasting, reporting, and performance management within a single environment.

Pricing varies depending on company size, modeling complexity, number of users, and implementation scope. Many FP&A tools follow subscription-based pricing models, often customized based on deployment requirements, integrations, and support levels, while others offer more standardized tiers for smaller teams. Organizations evaluating the best FP&A software typically consider ease of use, scalability, reporting capabilities, and implementation effort when estimating the total cost of ownership.

### Top 5 FAQs from software buyers:

- How do FP&A software solutions improve financial visibility and planning accuracy?
- What features should teams evaluate when choosing the best FP&A software?
- How well do FP&A tools integrate with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [accounting systems](https://www.g2.com/categories/accounting)?
- What level of automation do financial planning and analysis software platforms offer for forecasting, reporting, and scenario modeling?
- How scalable is FP&A software for organizations managing multi-entity operations or global teams?

G2’s top-rated FP&A software, based on verified reviews, includes [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **,** [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Datarails](https://www.g2.com/products/datarails/reviews).

### What are the top-reviewed FP&A Software on G2?

[Anaplan](https://www.g2.com/products/anaplan/reviews)

- Number of Reviews: 214
- Satisfaction: 98
- Market Score: 83
- G2 score: 90

[IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews)

- Number of Reviews: 143
- Satisfaction: 71
- Market Score: 99
- G2 score: 85

[Workiva](https://www.g2.com/products/workiva-workiva/reviews)

- Number of Reviews: 163
- Satisfaction: 97
- Market Score: 70
- G2 score: 83

[Vena](https://www.g2.com/products/vena/reviews)

- Number of Reviews: 178
- Satisfaction: 93
- Market Score: 68
- G2 score: 80

[Datarails](https://www.g2.com/products/datarails/reviews)

- Number of Reviews: 133
- Satisfaction: 96
- Market Score: 63
- G2 score: 80

Satisfaction reflects user-reported ratings across factors such as ease of use, feature fit, and support quality. ([Source 2](https://www.g2.com/reports))

Market Presence scores are calculated based on review volume, third-party signals, and overall market visibility. ([Source 2](https://www.g2.com/reports))

G2 Score is a weighted composite of Satisfaction and Market Presence. ([Source 2](https://www.g2.com/reports))

Learn how G2 scores products. ([Source 1](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5vlk6s*_gcl_au*MTAwMzU5MzUxLjE3NjM0MTg0NzYuNjY0NTIxMTY0LjE3NjQ2MTc0NzcuMTc2NDYxNzQ3Nw..*_ga*NzY1MDU0NjE3LjE3NjM0NzQ3ODM.*_ga_MFZ5NDXZ5F*czE3NjYwODk1MTMkbzY3JGcxJHQxNzY2MDkyMjQyJGo1NyRsMCRoMA..))

### What I Often See in FP&A Software

#### Feedback Pros: What Users Consistently Appreciate

- **Flexible, code-free modeling with a scalable calculation engine and cross-functional planning**
- “_The flexibility of the platform and its calculation engine are the biggest strengths. Anaplan allows you to model complex business logic in a transparent, scalable way without relying on traditional code, which makes it easier to iterate quickly as requirements change. I also really value the dimensional modeling approach and the ability to connect planning across multiple functions in a single platform. From a model builder perspective, the ecosystem (UX, ALM, integrations, community, and enablement resources) makes it easier to maintain governance.”_ - [Shaivya K.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12292452), Anaplan review
- **Unified planning with strong scenario analysis and supplier insights**
- “_I like how IBM Planning Analytics allows me to have financial and operational info in one place, making it easier to run scenarios and understand the impact of budgets under different circumstances. The tool helps structure, analyze, and plan tasks related to supplier sourcing and contract negotiation. It's great for comparing different scenarios, costs, and potential suppliers, which is especially useful for our decision-making processes. I appreciate how it turns raw financial data into understandable, actionable information, aiding communication and decision-making for stakeholders and the financial team. The ability to explore 'what-if' scenarios more quickly is particularly beneficial and significantly prepares us better for negotiations by providing clear data when new suppliers come in. The report visualization for stakeholders is also a fantastic feature.”_ - [Grațiela Raluca-Ioana E.](https://www.g2.com/products/ibm-planning-analytics/reviews/ibm-planning-analytics-review-12473040), IBM Planning Analytics review
- **Real-time collaboration, audit trails, and unified reporting**
- “_The Workiva application has a user-friendly interface and strong collaboration capabilities, along with workflow automation, audit trails that support transparency, and solid data management and reporting features. Users appreciate the ability to create multiple reports from a single data source, the ease of configuration, and seamless integration with enterprise systems. The platform’s real-time collaboration tools, validation checks, audit trails, and user access controls are especially valued because they help reduce manual work and errors, while keeping information current and consistent across linked documents, spreadsheets, and presentations.”_ - [Uma V.](https://www.g2.com/products/workiva-workiva/reviews/workiva-review-12221645), Workiva review

#### Cons: Where Many Platforms Fall Short

- **Complex implementation with support dependency and limited bank integrations**
- “_The implementation process was quite long and sometimes complex. Many configurations cannot be done independently and require support from the Datarails team, which creates a dependency during the setup phase. We also experienced several technical issues during implementation. In addition, we expected a more complete integration with banks. In practice, when working with different banks, not all the data is available for extraction, so the functionality is still limited compared to what we initially hoped for._” - [Amit S.](https://www.g2.com/products/datarails/reviews/datarails-review-12469235), Datarails review
- **Complex initial setup with steep learning curve and onboarding challenges**
- “_The one and only challenge that I face while working with Vena was its setup because initially the user interface was too complex and we did not understand anything, so the complete setup was done with the help of YouTube tutorials, and even the professional financial team was not able to do the complete setup.”_ - [Sourabh K.](https://www.g2.com/products/vena/reviews/vena-review-11445475), Vena review
- **High implementation costs with ongoing maintenance and expertise requirements**
- “_Implementing Anaplan and maintaining the tool need high costs and a strong level of expertise. The complex models also need additional support when it comes to ongoing maintenance and day-to-day management.”_ - [Samantha L.](https://www.g2.com/products/anaplan/reviews/anaplan-review-12230750), Anaplan review

### My Expert Takeaway on FP&A Software

FP&A software delivers the most value when organizations treat it as a planning and decision-making system rather than just a budgeting tool. The strongest FP&A software solutions combine forecasting, reporting, and scenario modeling with connected data and structured workflows, allowing finance teams to build plans while turning financial data into actionable business insight.

Review sentiment across the category is strong. In this dataset, FP&A software has an average star rating of 4.55, with solid usability signals, including 6.09 Ease of Use, 6.30 Meets Requirements, and 6.31 Quality of Support. Likelihood to recommend is also high at 9.11 out of 10, indicating that buyers see clear value once these platforms are implemented and embedded into planning processes.

Friction tends to appear as organizations scale usage or increase model complexity. Teams that struggle often underestimate the effort required to build robust planning models, maintain data accuracy, and manage system administration. High-performing teams approach financial planning and analysis software with clearly defined workflows, strong data governance, and consistent adoption across finance and business teams.

The best FP&A software balances flexibility with structure. Leading platforms make it easier for finance teams to maintain familiar workflows while improving control, visibility, and collaboration across departments. As planning cycles accelerate and businesses require more dynamic decision-making, FP&A tools are becoming core infrastructure for modern finance organizations.

### FP&A Software FAQs

#### **What is the best FP&A software?**

The best FP&A software depends on whether your priority is modeling flexibility, Excel familiarity, multi-entity consolidation, or cross-functional planning. For example, [Anaplan](https://www.g2.com/products/anaplan/reviews) is often chosen for enterprise-scale modeling, while [Vena](https://www.g2.com/products/vena/reviews) and [Datarails](https://www.g2.com/products/datarails/reviews) appeal to teams that prefer Excel-native workflows. Buyers typically narrow the field by integration depth, scenario planning strength, reporting speed, and workflow fit.

#### **How to use trial versions of FP&A software?**

Use trials from platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [Datarails](https://www.g2.com/products/datarails/reviews) **,** or [LiveFlow](https://www.g2.com/products/liveflow/reviews) to test real finance workflows, not generic demos. Load sample actuals, build a forecast, generate a board-ready report, and test integrations. This helps validate usability, reporting logic, and admin effort before committing to full implementation.

#### **What are the top-rated FP&A tools with forecasting and scenario modeling?**

Top-rated FP&A tools like [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) stand out for driver-based forecasting, fast recalculation, and flexible assumptions. Buyers should compare how easily each tool supports revenue modeling, headcount planning, and multi-scenario analysis without forcing rigid templates.

#### **What are the best FP&A solutions for hybrid services and product-based businesses?**

FP&A solutions such as [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **,** [Vena](https://www.g2.com/products/vena/reviews) **,** and [Jedox](https://www.g2.com/products/jedox/reviews) are well-suited for hybrid businesses because they support both project-based and recurring revenue models. These platforms allow teams to model use, subscription growth, and departmental plans within a unified framework.

#### **What FP&A software is best for a multi-entity, international SaaS company?**

For multi-entity, international SaaS companies, tools such as [OneStream](https://www.g2.com/products/onestream-unified-epm/reviews) **,** [Anaplan](https://www.g2.com/products/anaplan/reviews) **,** and [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) are commonly selected due to their strong consolidation, currency management, and governance capabilities. Buyers should prioritize entity-level reporting, auditability, and integrations with [ERP](https://www.g2.com/categories/erp-systems) **,** [CRM](https://www.g2.com/categories/crm) **,** and [HR](https://www.g2.com/categories/core-hr) systems.

#### **What are the affordable FP&A platforms for startups or SMBs?**

Affordable FP&A platforms like [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **,** [LiveFlow](https://www.g2.com/products/liveflow/reviews) **,** and [Farseer](https://www.g2.com/products/farseer/reviews) are often preferred by startups and SMBs due to faster setup, lower overhead, and spreadsheet-friendly experiences. These tools help smaller teams improve forecasting and reporting without requiring heavy implementation or dedicated system administrators.

### Sources

1. [G2 Scoring Methodologies](https://documentation.g2.com/docs/research-scoring-methodologies?_gl=1*5ky9es*_gcl_au*MTY2NDg2MDY3Ny4xNzU1MDQxMDU4*_ga*MTMwMTMzNzE1MS4xNzQ5MjMyMzg1*_ga_MFZ5NDXZ5F*czE3NTUwOTkzMjgkbzQkZzEkdDE3NTUwOTk3NzYkajU3JGwwJGgw)
2. [G2 Winter 2026 Reports](https://company.g2.com/news/g2-winter-2026-reports)

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

**Last updated on March 18, 2026**