# Best FP&A Software - Page 2 *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* 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. ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 268 ## How Does G2 Rank FP&A Software Products? **Why You Can Trust G2's Software Rankings:** - 30 Analysts and Data Experts - 12,400+ Authentic Reviews - 268+ 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. ## Top FP&A Software at a Glance | # | Product | Rating | Best For | What Users Say | |---|---------|--------|----------|----------------| | 1 | [Anaplan](https://www.g2.com/products/anaplan/reviews) | 4.6/5.0 (392 reviews) | Multi-dimensional driver-based planning with real-time calculation | "[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)" | | 2 | [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) | 4.4/5.0 (223 reviews) | TM1-powered multidimensional planning with Excel integration | "[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (464 reviews) | Excel-native budgeting with centralized database control | "[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)" | | 4 | [Datarails](https://www.g2.com/products/datarails/reviews) | 4.6/5.0 (322 reviews) | Excel-native consolidation with live ERP integration | "[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)" | | 5 | [Workiva](https://www.g2.com/products/workiva-workiva/reviews) | 4.5/5.0 (2,125 reviews) | Linked financial reporting with audit trails | "[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)" | | 6 | [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) | 4.6/5.0 (146 reviews) | Multi-ERP consolidation with extensible dimensionality | "[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)" | | 7 | [Planful](https://www.g2.com/products/planful/reviews) | 4.3/5.0 (487 reviews) | Excel-native consolidation with multi-ERP drill-through | "[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)" | | 8 | [Aleph](https://www.g2.com/products/getaleph/reviews) | 4.9/5.0 (98 reviews) | Excel-native FP&A with ERP data automation | "[Replaced Colossal Excel Files and Pivot Tables with Easy-to-Use Templates](https://www.g2.com/survey_responses/aleph-review-12658189)" | | 9 | [LiveFlow](https://www.g2.com/products/liveflow/reviews) | 4.9/5.0 (332 reviews) | QuickBooks-to-spreadsheet live actuals and consolidation | "[Real-Time Data Sync Revolutionizes Financial Reporting](https://www.g2.com/survey_responses/liveflow-review-12166608)" | | 10 | [Intuit Enterprise Suite](https://www.g2.com/products/intuit-intuit-enterprise-suite/reviews) | 4.6/5.0 (22 reviews) | — | "[Easy to Use, with Helpful Hidden Extras](https://www.g2.com/survey_responses/intuit-enterprise-suite-review-12575033)" | ## Which FP&A Software Is Best for Your Use Case? - **Leader:** [Anaplan](https://www.g2.com/products/anaplan/reviews) - **Highest Performer:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Easiest to Use:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Top Trending:** [Aleph](https://www.g2.com/products/getaleph/reviews) - **Best Free Software:** [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) ## Which Type of FP&A Software Tools Are You Looking For? - [FP&A Software](https://www.g2.com/categories/fp-a-financial-planning-analysis) *(current)* - [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) --- **Sponsored** ### Aleph Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance. [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=1401682&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=0911998de90beb7cf311d2966633590b9f5d0fa953ed406b067b8209a75b81eb&secure%5Burl%5D=https%3A%2F%2Fwww.getaleph.com%3Futm_source%3Dg2%26utm_medium%3Dg2_promo%26utm_campaign%3Dfinancial%2Bplanning%2Band%2Banalysis&secure%5Burl_type%5D=custom_url) --- ## Buyer Guide: Key Questions for Choosing FP&A Software Software ### What does Financial Planning & Analysis software do? I define Financial Planning & Analysis software as the system finance teams use to plan budgets, build forecasts, track actuals, and explain business performance. Across the G2 reviews I analyzed, users connect FP&A tools with reporting, budgeting, forecasting, variance analysis, scenario modeling, ERP data, Excel workflows, dashboards, and finance collaboration. These platforms help teams pull financial and operational data into a planning environment where models, reports, and assumptions can be updated with more control. The category matters most when finance work is still spread across offline spreadsheets, manual exports, version conflicts, and repeated data refreshes. ### Why do businesses use Financial Planning & Analysis software? When I reviewed G2 feedback for this category, I saw a clear need for faster planning cycles and more trusted financial data. Finance teams wanted to spend less time reconciling files and more time reviewing what the numbers meant. - **Budgeting and forecasting:** Users rely on FP&A tools to build budgets, update forecasts, and adjust assumptions as business conditions change. - **Reporting speed:** Reviewers often describe faster monthly reporting, board reporting, and management reporting after connecting data sources. - **Data consolidation:** Teams use these platforms to bring ERP, accounting, payroll, headcount, and operational data into one planning view. - **Spreadsheet control:** Many users value Excel-like modeling while reducing version issues, formula risk, and manual refresh work. Adoption friction around learning curves, setup effort, slow performance with large models, dashboard limits, and integration work needs close review. ### Who uses Financial Planning & Analysis software primarily? After looking across G2 reviewer profiles, I found that FP&A software is used by finance roles that own planning, reporting, and business performance analysis. - **FP&A analysts and managers:** Build forecasts, run variance analysis, update models, and prepare recurring reports. - **CFOs and finance leaders:** Review financial performance, cash outlook, budget scenarios, and planning assumptions. - **Controllers and accounting teams:** Connect actuals, close data, financial statements, and reporting packages. - **Strategic finance teams:** Model growth plans, headcount, revenue, margin, and scenario changes. - **EPM and finance systems admins:** Manage integrations, templates, permissions, workflows, and reporting structures. ### What types of Financial Planning & Analysis software should I consider? When I compare G2 review themes, FP&A tools are usually split by planning depth, company size, and the degree to which teams want to stay connected to spreadsheets. - **Spreadsheet-connected FP&A tools:** Suited to finance teams that want Excel or Google Sheets workflows tied to live data. - **Enterprise performance management platforms:** Built around complex planning, consolidation, reporting, permissions, and multi-entity needs. - **Budgeting and forecasting platforms:** Useful for annual budgets, rolling forecasts, scenario planning, and department-level inputs. - **Reporting and consolidation tools:** Designed for monthly reporting, variance analysis, dashboards, and board-ready finance packages. - **Small business planning tools:** A strong match for cash flow planning, simple budgets, KPI tracking, and owner-friendly reporting. ### What are the core features to look for in Financial Planning & Analysis software? Based on data for FP&A platforms on G2, the capabilities that consistently separate strong tools from basic spreadsheets include: - **Live financial data connections:** ERP, accounting, payroll, CRM, and data warehouse integrations should keep actuals and planning inputs current. - **Budgeting and forecasting models:** Teams need flexible assumptions, scenario planning, driver-based models, and forecast updates. - **Spreadsheet-native modeling:** Excel or sheet-style workflows help finance users keep familiar modeling habits with stronger controls. - **Reporting and variance analysis:** Dashboards, management reports, board packs, financial statements, and variance views should be easy to refresh. - **Collaboration and governance:** Permissions, approvals, version control, audit history, and workflow visibility matter when multiple teams contribute. ### What trends are shaping Financial Planning & Analysis software right now? From the G2 data I evaluated for FP&A, several shifts are defining this category: - **AI moving into core finance workflows** as CFOs accelerate investment in forecasting automation and planning productivity. - **Continuous planning replacing static annual cycles** as volatility makes fixed budgets harder to act on. - **Finance transformation rising on the CFO agenda** as digital optimization, automation, and data infrastructure become priorities. - **FP&A shifting closer to business decision support** as finance teams are expected to deliver cost discipline and growth guidance alongside numbers. - **Data quality emerging as the foundational constraint** as dispersed sources and inconsistent reporting limit how much planning outputs can be trusted. ### How should I choose Financial Planning & Analysis software? I suggest starting with the finance workflow that creates the most manual work today. Teams struggling with reporting should prioritize live data connections, variance analysis, refresh controls, and board-ready outputs. Finance groups that spend more time on budgeting and forecasting should review scenario modeling, assumptions, workflow approvals, and department input. For teams that still work heavily in Excel, spreadsheet-native modeling and version control deserve extra weight. I also advise reviewing implementation support, model performance, integration quality, dashboard flexibility, and learning curve because G2 reviewers often tie those details to long-term adoption. --- ## What Are the Top-Rated FP&A Software Products in 2026? ### 1. [Clockwork.ai](https://www.g2.com/products/clockwork-ai/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 46 **Product Description:** 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. ### What Do G2 Reviewers Say About Clockwork.ai? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **outstanding customer support** from Clockwork.ai, making implementation smooth and efficient. - Users find Clockwork.ai to be **extremely easy to use** , streamlining implementation, management, and scaling for their needs. - Users appreciate the **ease of implementation** with Clockwork.ai, allowing for quick setup and efficient use. - Users praise the **implementation ease** of Clockwork.ai, highlighting quick setup and responsive support from the team. - Users highlight the **ease of automation** in Clockwork.ai, making management and scaling seamless and efficient. **Cons:** - Users notice that Clockwork.ai has a **slow loading** issue, which can slightly impact their overall experience. - Users find the **slow performance** of Clockwork.ai to be a minor inconvenience during load and update times. - Users note **performance issues** with loading and updates, but generally find them acceptable given the data processing involved. - Users note that **update issues** result in a slight delay, but find it manageable given the data processing involved. #### What Are Recent G2 Reviews of Clockwork.ai? **"[Clockwork's Magic](https://www.g2.com/survey_responses/clockwork-ai-review-11311387)"** **Rating:** 5.0/5.0 stars *— Cassie C.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11311387) --- **"[Seamless Onboarding and Outstanding Support](https://www.g2.com/survey_responses/clockwork-ai-review-11203335)"** **Rating:** 5.0/5.0 stars *— Rebecca S.* [Read full review](https://www.g2.com/survey_responses/clockwork-ai-review-11203335) --- ### 2. [Apliqo](https://www.g2.com/products/apliqo/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 43 **Product Description:** 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. ### What Do G2 Reviewers Say About Apliqo? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Apliqo, enhancing reporting and visualization for both experienced and new users. - Users appreciate the **intuitive nature** of Apliqo, enhancing their overall experience with planning and analysis tools. - Users praise Apliqo’s **intuitive dashboards** , which enhance data visualization and streamline reporting for better decision-making. - Users value the **ease of development** with Apliqo, enhancing user experience through customizable and integrated solutions. - Users highlight the **intuitive and flexible planning tools** in Apliqo, enhancing their analytics and reporting experience. **Cons:** - Users face a **steep learning curve** due to the necessity of understanding TM1, MDX, CSS, and JSON for effective use. - Users face **learning difficulties** with Apliqo, especially without technical skills in TM1, MDX, CSS, or JSON. - Users note a **steep learning curve** for developers, especially those lacking technical skills for customization and functionality. - Users note that **expertise is required** , particularly in TM1 and MDX, which can limit accessibility for some developers. - Users face **customization difficulties** with Apliqo, requiring advanced knowledge in TM1, MDX, CSS, and JSON. #### What Are Recent G2 Reviews of Apliqo? **"[Delivering business value through an intuitive interface](https://www.g2.com/survey_responses/apliqo-review-10319445)"** **Rating:** 5.0/5.0 stars *— Dave H.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10319445) --- **"[Intuitive Frontend for Planning Analytics](https://www.g2.com/survey_responses/apliqo-review-10223927)"** **Rating:** 4.5/5.0 stars *— Van Zyl B.* [Read full review](https://www.g2.com/survey_responses/apliqo-review-10223927) --- ### 3. [SAS Viya](https://www.g2.com/products/sas-sas-viya/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 754 **Product Description:** SAS Viya is a cloud-native data and AI platform that enables teams to build, deploy and scale explainable AI that drives trusted, confident decisions. It unites the entire data and AI life cycle and empowers teams to innovate quickly while balancing speed, automation and governance by design. Viya unifies data management, advanced analytics and decisioning in a single platform, so organizations can move from experimentation to production with confidence, delivering measurable business impact that is secure, explainable and scalable across any environment. Key capabilities required to deliver trusted decisions include: • End-to-end clarity across the data and AI life cycle, with built-in lineage, auditability and continuous monitoring to support defensible decisions. • Governance by design, enabling consistent oversight across data, models and decisions to reduce risk and accelerate adoption. • Explainable AI at scale, so insights and outcomes can be understood, validated and trusted by business and regulators alike. • Operationalized analytics, ensuring value continues beyond deployment through monitoring, retraining and life cycle management. • Flexible, cloud-native deployment, allowing organizations to start anywhere and scale everywhere while maintaining control. ### What Do G2 Reviewers Say About SAS Viya? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of SAS Viya, making data analysis accessible to all skill levels. - Users value the **robust analytics capabilities** of SAS Viya, enabling effective decision-making across various industries. - Users appreciate the **advanced analytics capabilities** of SAS Viya, enhancing decision-making and providing critical business insights. - Users value the **end-to-end data lifecycle tooling** of SAS Viya, enhancing business insights and predictive analysis capabilities. - Users appreciate the **user-friendly interface** of SAS Viya, which simplifies analytics for various technical skill levels. **Cons:** - Users find SAS Viya **difficult for non-technical users** , struggling with navigation and overall user-friendliness. - Users find the **learning curve steep** , making it challenging for non-technical users to navigate and utilize SAS Viya effectively. - Users find the **visualization complexity** of SAS Viya challenging, especially for non-technical users and newcomers. - Users find the **difficult learning curve** of SAS Viya challenging, especially for new and non-technical users. - Users find the **expensive pricing** of SAS Viya to be a significant drawback, affecting initial engagement decisions. #### What Are Recent G2 Reviews of SAS Viya? **"[Powerful & Transforming Data into Decisions—Effortlessly and Intelligently.](https://www.g2.com/survey_responses/sas-viya-review-12682824)"** **Rating:** 4.5/5.0 stars *— Venkatesh D.* [Read full review](https://www.g2.com/survey_responses/sas-viya-review-12682824) --- **"[SAS Viya is a Powerful Analytics](https://www.g2.com/survey_responses/sas-viya-review-11702846)"** **Rating:** 5.0/5.0 stars *— Deependra G.* [Read full review](https://www.g2.com/survey_responses/sas-viya-review-11702846) --- #### What Are G2 Users Discussing About SAS Viya? - [What is SAS Visual Data Mining and Machine Learning used for?](https://www.g2.com/discussions/what-is-sas-visual-data-mining-and-machine-learning-used-for) - 1 comment ### 4. [AchieveIt](https://www.g2.com/products/achieveit/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 199 **Product Description:** 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. ### What Do G2 Reviewers Say About AchieveIt? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **user-friendly interface** of AchieveIt, facilitating easy tracking and management of KPIs effectively. - Users find **tracking progress easy** with AchieveIt, thanks to its intuitive visual dashboards and collaborative features. - Users value the **easy progress tracking** of AchieveIt, which enhances goal alignment and identifies bottlenecks effectively. - Users value the **enhanced team collaboration** AchieveIt provides, streamlining communication and accountability across diverse projects. - Users praise the **excellent customer support** of AchieveIt, aiding in quick implementation and efficient progress tracking. **Cons:** - Users find **limited customization** in AchieveIt, hindering their ability to tailor the platform to specific needs. - Users desire more **flexibility in dashboard formatting** and want better access control for updates in AchieveIt. - Users find the **learning curve steep** , particularly with initial setup and integration, which can hinder usability. - Users find AchieveIt’s interface **not intuitive** , making it challenging for new users to navigate and utilize effectively. - Users find the **poor integration** with Excel and other platforms challenging, complicating data analysis and entry. #### What Are Recent G2 Reviews of AchieveIt? **"[User-Friendly with Integration Challenges](https://www.g2.com/survey_responses/achieveit-review-12078978)"** **Rating:** 4.5/5.0 stars *— Patrick F.* [Read full review](https://www.g2.com/survey_responses/achieveit-review-12078978) --- **"[Visual, User-Friendly, and Unmatched Support](https://www.g2.com/survey_responses/achieveit-review-11320965)"** **Rating:** 5.0/5.0 stars *— Liza T.* [Read full review](https://www.g2.com/survey_responses/achieveit-review-11320965) --- #### What Are G2 Users Discussing About AchieveIt? - [What is your experience with AchieveIt for strategy execution, and what features do you find most valuable?](https://www.g2.com/discussions/what-is-your-experience-with-achieveit-for-strategy-execution-and-what-features-do-you-find-most-valuable) - [What is AchieveIt used for?](https://www.g2.com/discussions/what-is-achieveit-used-for) ### 5. [Jirav](https://www.g2.com/products/jirav/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 190 **Product Description:** 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. ### What Do G2 Reviewers Say About Jirav? *AI-generated summary from verified user reviews* **Pros:** - Users find Jirav's **ease of use** exceptional, greatly simplifying budget management and client presentations with robust visuals. - Users praise Jirav's **responsive customer support** , enhancing their experience with quick and effective assistance. - Users praise Jirav's **robust visual dashboards** that simplify financial reporting and enhance client understanding. - Users find Jirav's **easy setup** and onboarding support significantly streamlines their financial reporting processes. - Users commend Jirav for its **robust financial management capabilities** , offering flexible solutions and excellent support for clients. **Cons:** - Users note a **steep learning curve** , particularly for those transitioning from traditional spreadsheet models like Excel. - Users note a significant **learning curve** initially, but the long-term benefits and support make it worthwhile. - Users find a **steep learning difficulty** when transitioning from Excel, despite helpful customer support and onboarding. - Users find **limited reporting capabilities** in Jirav hinder effective data presentation and management decision-making. - Users desire **missing features** like multiple entities support and advanced assumptions for better flexibility and reporting. #### What Are Recent G2 Reviews of Jirav? **"[Saves Time with Intuitive Interface and Visuals](https://www.g2.com/survey_responses/jirav-review-12080051)"** **Rating:** 5.0/5.0 stars *— Lloyd F.* [Read full review](https://www.g2.com/survey_responses/jirav-review-12080051) --- **"[A Powerful FP&A Platform That Grows With You](https://www.g2.com/survey_responses/jirav-review-11934368)"** **Rating:** 5.0/5.0 stars *— Alex L.* [Read full review](https://www.g2.com/survey_responses/jirav-review-11934368) --- #### What Are G2 Users Discussing About Jirav? - [How do you use Jirav?](https://www.g2.com/discussions/how-do-you-use-jirav) - 1 comment - [What does FP & A mean?](https://www.g2.com/discussions/what-does-fp-a-mean) - 1 comment - [What is FP&A software?](https://www.g2.com/discussions/what-is-fp-a-software) - 1 comment ### 6. [Jet Reports](https://www.g2.com/products/insightsoftware-jet-reports/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 23 **Product Description:** 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. ### What Do G2 Reviewers Say About Jet Reports? *AI-generated summary from verified user reviews* **Pros:** - Users praise the **ease of use** of Jet Reports for quick and intuitive financial reporting, enhancing productivity significantly. - Users value the **seamless integration** of Jet Reports with Excel and Microsoft Dynamics, enhancing data reporting efficiency. - Users find **reporting efficiency** with Jet Reports impressive, enabling quick, customizable reports directly from ERP data. - Users find the **ease of learning** with Jet Reports exceptional, enabling quick productivity and effective report creation. - Users enjoy the **easy report creation** in Jet Reports, allowing for custom designs and efficient data access. **Cons:** - Users note a **steep learning curve** with Jet Reports, requiring time and training to maximize benefits. - Users find the **learning difficulty** challenging, especially if they're not comfortable with Excel or ERP data structures. - Users experience **performance issues** with slow report generation and high memory usage, requiring session resets frequently. - Users experience **slow performance** with Jet Reports, requiring session restarts and causing frustrating delays while running reports. - Users find the **steep learning curve** of Jet Reports challenging, requiring time and effort for effective use. #### What Are Recent G2 Reviews of Jet Reports? **"[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) --- **"[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) --- ### 7. [Martus](https://www.g2.com/products/martus/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 61 **Product Description:** 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. ### What Do G2 Reviewers Say About Martus? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Martus, enjoying clear presentations and seamless integrations with their systems. - Users highlight the **excellent customer support** of Martus, ensuring a seamless experience and effective implementation. - Users value the **seamless integrations** of Martus, enhancing transparency and efficiency in financial management across departments. - Users find Martus's **streamlined budgeting process** significantly enhances ease of use and time efficiency for departmental management. - Users highlight the **budgeting efficiency** of Martus, streamlining processes and saving significant time in financial management. **Cons:** - Users find the **learning curve challenging** , requiring time to adapt and understand data reporting and payroll functions. - Users find the **steep learning curve** of Martus challenging, requiring time and effort to master the system. - Users find Martus **fairly complex** , with a confusing UI and numerous filters that complicate usage for small schools. - Users often face **confusion** due to non-intuitive features and overwhelming filter options in Martus. - Users find Martus has a **learning difficulty** that requires time to effectively manage and understand the system. #### What Are Recent G2 Reviews of Martus? **"[User-Friendly Budgeting Software](https://www.g2.com/survey_responses/martus-review-12305254)"** **Rating:** 5.0/5.0 stars *— Mark K.* [Read full review](https://www.g2.com/survey_responses/martus-review-12305254) --- **"[Streamlined Budgeting and Forecasting with Some Sharing Challenges](https://www.g2.com/survey_responses/martus-review-12704490)"** **Rating:** 4.0/5.0 stars *— Marna S.* [Read full review](https://www.g2.com/survey_responses/martus-review-12704490) --- #### What Are G2 Users Discussing About Martus? - [What is MartusTools used for?](https://www.g2.com/discussions/what-is-martustools-used-for) ### 8. [Vivid Reports CPM](https://www.g2.com/products/vivid-reports-inc-vivid-reports-cpm/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 17 **Product Description:** 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. ### 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 data management and customization significantly. - Users value the **ease of implementation** of Vivid Reports CPM, facilitating a smooth integration with their workflows. - Users rave about the **exceptional customer support** of Vivid Reports CPM, with rapid response times that enhance satisfaction. - Users appreciate the **customizability** of Vivid Reports CPM, allowing tailored solutions for evolving reporting needs. - Users value the **ease of customization** and flexibility in Vivid Reports CPM for their evolving reporting needs. **Cons:** - Users find the **learning curve challenging** , requiring extensive training to fully utilize Vivid Reports CPM effectively. - Users face a **steep learning curve** with Vivid Reports CPM, requiring extensive training for optimal usage. - Users find that **filtering issues** slow down their workflow, especially due to time-consuming setup and lack of an undo option. - Users find that **insufficient training** hampers their ability to utilize Vivid Reports CPM effectively. - Users face **navigation issues** in Vivid Reports CPM, struggling with multidimensional lookups and account code selections. #### 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) --- ### 9. [EngineBI](https://www.g2.com/products/enginebi/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 10 **Product Description:** 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. ### What Do G2 Reviewers Say About EngineBI? *AI-generated summary from verified user reviews* **Pros:** - Users value the **comprehensive data analysis** of EngineBI, effectively consolidating P&L information and enhancing revenue oversight. - Users appreciate the **comprehensive data management** features of EngineBI, improving revenue visibility without spreadsheets. - Users appreciate the **ease of use** of EngineBI, seamlessly consolidating P&L information and reducing spreadsheet dependency. - Users love the **Excel integration** of EngineBI, consolidating P&L information and improving revenue visibility by client. - Users love the **centralized P&L data** in EngineBI, streamlining insights and reducing reliance on spreadsheets. **Cons:** - Users find **difficult navigation** initially challenging, though the tool proves beneficial once set up properly. - Users find the setup process for EngineBI **difficult and time-consuming** , requiring patience before realizing its benefits. - Users experience **navigation issues** initially, requiring time to set up before fully benefiting from the tool. - Users find **navigation challenging** initially, making the setup process time-consuming before enjoying its benefits. #### What Are Recent G2 Reviews of EngineBI? **"[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) --- **"[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) --- ### 10. [Oracle Planning Cloud](https://www.g2.com/products/oracle-planning-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 59 **Product Description:** 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. ### What Do G2 Reviewers Say About Oracle Planning Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **integration and flexibility** of Oracle Planning Cloud, enhancing their planning processes with a robust calculation engine. - Users value the **seamless integrations** with other Oracle products, enhancing flexibility and power in planning solutions. **Cons:** - Users find the **limited features** of Oracle Planning Cloud restricting, especially with Smartview confined to Excel only. - Users note that the **interface design is poor** , specifically mentioning limitations with Smartview and overall UX issues. #### What Are Recent G2 Reviews of Oracle Planning Cloud? **"[EMP review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568)"** **Rating:** 4.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-8640568) --- **"[Overall it's a very good experience on EPM product.](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743)"** **Rating:** 4.0/5.0 stars *— Pavan K.* [Read full review](https://www.g2.com/survey_responses/oracle-planning-cloud-review-9008743) --- #### What Are G2 Users Discussing About Oracle Planning Cloud? - [What is Oracle Planning Cloud used for?](https://www.g2.com/discussions/what-is-oracle-planning-cloud-used-for) ### 11. [Centage](https://www.g2.com/products/centage/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 28 **Product Description:** 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. ### What Do G2 Reviewers Say About Centage? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **wide variety of features** offered by Centage, enhancing budgeting, forecasting, and reporting capabilities. - Users find the **budgeting management** in Centage greatly simplifies quarterly planning and enhances overall efficiency. - Users value the **insights analysis** from Centage, which enhances their financial planning through customizable reporting options. - Users value the **reporting efficiency** of Centage, benefiting from diverse options and comprehensive data understanding. - Users find it greatly beneficial that **budget management** with Centage simplifies quarterly planning and financial organization. **Cons:** - Users experience **performance issues** with delays in data updates and lengthy processes for accessing current financial data. - Users struggle with **difficult customization** options in Centage, making data management less efficient and more time-consuming. - Users find the **Excel compatibility cumbersome** , requiring a lengthy download process for current data updates. - Users face **Excel integration issues** , leading to a complicated two-step data download process taking up to 30 minutes. - Users desire **improvements** to make Centage function more like Excel for better usability and familiarity. #### 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) --- **"[Easy Budget Versioning and Impressive Meastro Analytics](https://www.g2.com/survey_responses/centage-review-12594148)"** **Rating:** 5.0/5.0 stars *— Adriaan V.* [Read full review](https://www.g2.com/survey_responses/centage-review-12594148) --- ### 12. [IDU](https://www.g2.com/products/idu-idu/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 55 **Product Description:** IDU is the FP&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 leading FP&A platform. Built for managers. Trusted by finance. ### What Do G2 Reviewers Say About IDU? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of budgeting management** in IDU-Concept, enabling quick insights into financial performance. - Users highlight the **ease of use** of IDU-Concept, appreciating its adaptability and customizable report-building features. - Users appreciate the **seamless budget management** of IDU-Concept, making financial performance comparison effortless. - Users value the **reporting efficiency** of IDU-Concept, simplifying report preparation and ensuring accountability with seamless ERP integration. - Users love the **customizability** of IDU-Concept, enabling tailored reports that suit their business needs perfectly. **Cons:** - Users find the **capturing of salaries tedious** , which can hinder the overall usability of IDU-Concept. - Users desire more **customization options** as the current formatting is somewhat limited for their needs. - Users find the **older versions not user-friendly** , leading to dissatisfaction with the overall experience. - Users face **refresh issues** due to limited historical data integration, impacting the usability of IDU-Concept. - Users find the IDU-Concept **slow in adapting to business trends** , negatively impacting its effectiveness and relevance. #### What Are Recent G2 Reviews of IDU? **"[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) --- **"[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) --- #### What Are G2 Users Discussing About IDU? - [What is idu-Concept used for?](https://www.g2.com/discussions/what-is-idu-concept-used-for) ### 13. [Spotlight Reporting](https://www.g2.com/products/spotlight-reporting/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 24 **Product Description:** Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board. #### What Are Recent G2 Reviews of Spotlight Reporting? **"[Efficient and easy to use !](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636)"** **Rating:** 5.0/5.0 stars *— Sara V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8356636) --- **"[Great Onboarding, Customer Support, and Engagement](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167)"** **Rating:** 5.0/5.0 stars *— Ryan V.* [Read full review](https://www.g2.com/survey_responses/spotlight-reporting-review-8691167) --- #### What Are G2 Users Discussing About Spotlight Reporting? - [What is Spotlight Reporting used for?](https://www.g2.com/discussions/what-is-spotlight-reporting-used-for) - 2 upvotes ### 14. [ClearPoint Strategy](https://www.g2.com/products/clearpoint-strategy/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 177 **Product Description:** 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. ### What Do G2 Reviewers Say About ClearPoint Strategy? *AI-generated summary from verified user reviews* **Pros:** - Users value the **fantastic customer support** of ClearPoint Strategy, highlighting their responsiveness and willingness to assist. - Users appreciate the **user-friendly interface** of ClearPoint Strategy, facilitating easy navigation and effective team collaboration. - Users find ClearPoint Strategy to be a **helpful tool** with responsive support and efficient scorecard reporting. - Users find ClearPoint Strategy's interface **intuitive and user-friendly** , facilitating easy navigation and adoption across teams. - Users appreciate the **reporting efficiency** of ClearPoint Strategy, finding it simple, smooth, and effective for team communication. **Cons:** - Users report a notable **learning curve** for ClearPoint Strategy, requiring significant time investment for effective use. - Users experience a **learning difficulty** with ClearPoint Strategy, citing a steep learning curve and insufficient guidance for new users. - Users face challenges with **limited customization** , particularly in report formatting and initial setup complexities. - Users find some features **not intuitive** , facing a learning curve that may hinder new users initially. - Users highlight a **difficult learning curve** for ClearPoint Strategy, requiring significant time commitment for effective use. #### 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) ### 15. [Jedox](https://www.g2.com/products/jedox/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 158 **Product Description:** Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries trust Jedox to model any scenario, integrate data from any source and simplify cross-organizational plans across all business systems. Jedox enables a culture of decisiveness and confidence so teams can plan for opportunities, react quickly to changes, and uncover what they didn’t know was possible. ​ ​ ### What Do G2 Reviewers Say About Jedox? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Jedox, praising its intuitive interface and smooth onboarding process. - Users appreciate the **consolidation of reporting and budgeting** , making data management streamlined and efficient with Jedox. - Users value the **effective elimination of manual errors** in budgeting tasks, ensuring accuracy and consistency in data. - Users value the **flexibility** of Jedox, enabling tailored workflows and dynamic forecasting for diverse business needs. - Users appreciate the **seamless integration** of Jedox with various systems, enhancing financial planning efficiency and flexibility. **Cons:** - Users struggle with the **learning curve** of Jedox, finding initial setup and custom reporting particularly challenging. - Users find that the **learning difficulty** of Jedox necessitates significant training for effective use and model building. - Users find **complex modeling** in Jedox leads to slower performance with detailed reports and large datasets. - Users report that the **setup difficulty** of Jedox requires considerable training and adjustment for effective use. - Users find the **complexity of building models** in Jedox requires extensive training and can complicate workflows. #### What Are Recent G2 Reviews of Jedox? **"[Powerful Data Relationships and Budgeting Flexibility](https://www.g2.com/survey_responses/jedox-review-12107792)"** **Rating:** 4.0/5.0 stars *— Pille P.* [Read full review](https://www.g2.com/survey_responses/jedox-review-12107792) --- **"[Set-up of jedox for HR Modeling](https://www.g2.com/survey_responses/jedox-review-8900158)"** **Rating:** 4.0/5.0 stars *— Dmytro K.* [Read full review](https://www.g2.com/survey_responses/jedox-review-8900158) --- #### What Are G2 Users Discussing About Jedox? - [What is Jedox used for?](https://www.g2.com/discussions/what-is-jedox-used-for) ### 16. [Phocas Software](https://www.g2.com/products/phocas-software/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 188 **Product Description:** 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. ### What Do G2 Reviewers Say About Phocas Software? *AI-generated summary from verified user reviews* **Pros:** - Users find Phocas Software to be **intuitive and user-friendly** , enhancing efficiency without extensive training. - Users value Phocas Software for its **ability to transform complex data into actionable business insights** effortlessly. - Users commend the **top-notch customer support** of Phocas Software, ensuring quick resolutions to any encountered issues. - Users highlight the **efficiency** of Phocas Software, empowering teams to make informed decisions quickly and enhance customer service. - Users appreciate the **intuitive data analysis capabilities** of Phocas Software, enabling clear insights for effective decision-making. **Cons:** - Users desire **real-time data** functionality in Phocas Software to improve reporting accuracy and responsiveness. - Users face challenges with **feature improvements** in Phocas Software, impacting operational efficiency and user experience. - Users note the need for **improvements in budgeting** and automated processes to enhance overall functionality in Phocas Software. - Users find **missing features** in Phocas Software, such as limited data handling and manual processes frustrating for operations. - Users struggle with **date format bugs** in Phocas Software, causing wasted time and data issues for US users. #### What Are Recent G2 Reviews of Phocas Software? **"[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) --- **"[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) --- #### 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 ### 17. [Vareto](https://www.g2.com/products/vareto/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 56 **Product Description:** 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. #### 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) --- ### 18. [IRIS CARBON®](https://www.g2.com/products/iris-carbon/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 100 **Product Description:** IRIS CARBON® is a collaborative platform that helps users prepare, review, and finalize reports by leveraging Microsoft Word and Excel integration with IRIS CARBON® as well as meet the XBRL/iXBRL reporting requirements. IRIS CARBON® is used for the regulatory reporting requirements of over 6000 companies and is being used for regulatory reporting requirements in the following countries: USA : Securities and Exchange Commission XBRL reporting since 2009 and iXBRL reporting since 2017; Federal Energy Regulatory Commission XBRL reporting since 2021 UK : Her Majesty's Revenue and Custom, iXBRL reporting since 2011-12 India : Ministry of Corporate Affairs, XBRL reporting since 2011 Ireland : Commissioners of Revenue iXBRL reporting since 2012-13 Italy: InfoCamere XBRL reporting since 2014-15 Europe : European Securities Markets Authority (ESMA)-ESEF iXBRL reporting since 2019 South Africa : Companies and Intellectual Property Commission's iXBRL reporting since 2018 IRIS CARBON® is a SOC-certified, intuitive, and feature-rich SaaS platform that collates data from multiple source systems so teams can efficiently combine data and narrative to generate financial and regulatory compliance reports. IRIS CARBON®, as a product, was launched in 2014 and is being used by several thousands of customers globally. With our deep hands-on expertise in XBRL and iXBRL around the globe, IRIS has been consistently topping the XBRL quality charts published by several independent quality evaluators, with our strong technology and XBRL expertise. ### What Do G2 Reviewers Say About IRIS CARBON®? *AI-generated summary from verified user reviews* **Pros:** - Users highly value the **excellent customer support** provided by IRIS CARBON®, enhancing their overall experience and satisfaction. - Users find IRIS CARBON® to be incredibly **user-friendly** , appreciating the ease and organization it offers in data management. - Users appreciate the **efficiency and speed** of IRIS CARBON®, highlighting its user-friendly and automated processes. - Users appreciate the **helpful customer support** from IRIS CARBON®, enhancing their overall experience and efficiency. - Users value the **excellent team collaboration** of IRIS CARBON®, enhancing support and timely responses to requests. **Cons:** - Users find the **confusing interface** of IRIS CARBON® hampers their ability to edit reports efficiently. - Users find **inconsistency in features** of IRIS CARBON®, citing confusing terminology and unclear error messages as problematic. - Users face **upload issues** with multiple page uploads and PDF optimization, though support is responsive and available 24/7. - Users report experiencing **technical issues** with IRIS CARBON®, particularly concerning page replacement procedures. - Users find the **confusing features** of IRIS CARBON® hinder usability and suggest improvements for better clarity. #### What Are Recent G2 Reviews of IRIS CARBON®? **"[An Exceptional Experience with the Iris Carbon Platform](https://www.g2.com/survey_responses/iris-carbon-review-10973522)"** **Rating:** 5.0/5.0 stars *— Irene K.* [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-10973522) --- **"[Excellent disclosure managment platform and excellent customer service and support](https://www.g2.com/survey_responses/iris-carbon-review-10932910)"** **Rating:** 5.0/5.0 stars *— Richard C.* [Read full review](https://www.g2.com/survey_responses/iris-carbon-review-10932910) --- #### What Are G2 Users Discussing About IRIS CARBON®? - [What is IRIS CARBON® used for?](https://www.g2.com/discussions/what-is-iris-carbon-used-for) ### 19. [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 79 **Product Description:** Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge. Blending GL and non-GL data into a single worksheet, Spreadsheet Server's QueryExchange component provides an online repository of pre-configured queries that can be grouped together using the built-in SmartPak feature. In addition, the integrated QueryDesigner promises a user-friendly facility for non-technical users to formulate, design and maintain custom relational database queries. Both these custom queries and those selected pre-configured formulas can be combined to work seamlessly within a single spreadsheet. Spreadsheet Server also aids the sharing of reports by bringing popular workflow operations into Excel, via the Distribution Manager. Here, users can perform printing actions, copying commands and even compose emails with attachments when scheduling a more automated distribution workflow. ### What Do G2 Reviewers Say About Spreadsheet Server by insightsoftware? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **ease of use** of Spreadsheet Server, making report generation quick and stress-free. - Users commend the **seamless financial reporting** capabilities of Spreadsheet Server, enhancing decision-making with accurate and timely information. - Users value the **efficient report creation** in Spreadsheet Server, enhancing productivity through easy and automated processes. - Users appreciate the **reporting quality** of Spreadsheet Server, enabling fast, accurate, and tailored financial reporting. - Users commend the **excellent customer support** , noting quick responses and knowledgeable agents for effective issue resolution. **Cons:** - Users experience **slow performance** when opening files, but switching off automatic calculation can help mitigate this issue. - Users face **integration issues** with non-standard ERP databases, requiring custom SQL that compromises the product's effectiveness. - Users face **limited customization** options when using non-standard ERP databases, affecting the product's overall performance. - Users notice **performance issues** with delays in the cloud-based Spreadsheet Server, but many have adapted over time. - Users note the **project delays** encountered during the transition to cloud-based services but have adapted over time. #### What Are Recent G2 Reviews of Spreadsheet Server by insightsoftware? **"[Easy-to-Automate Queries for Thorough, Department-Wide Reporting](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202)"** **Rating:** 4.0/5.0 stars *— Brandon H.* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11448202) --- **"[Versatile](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292)"** **Rating:** 4.0/5.0 stars *— Verified User in Wholesale* [Read full review](https://www.g2.com/survey_responses/spreadsheet-server-by-insightsoftware-review-11714292) --- ### 20. [SAP Business Planning and Consolidation (BPC)](https://www.g2.com/products/sap-business-planning-and-consolidation-bpc/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 84 **Product Description:** Streamline planning and achieve a faster, more accurate close with our BPC software Spend more time growing your business and less time closing the books – with SAP Business Planning and Consolidation. The SAP BPC software delivers planning, budgeting, forecasting, and financial consolidation capabilities in a single application. Easily adjust plans and forecasts, speed up budget and closing cycles, and ensure compliance with financial reporting standards. #### What Are Recent G2 Reviews of SAP Business Planning and Consolidation (BPC)? **"[Boosting Efficiency and Collaboration: Experience with SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606)"** **Rating:** 4.0/5.0 stars *— Bhargavi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-9735606) --- **"[Review of SAP BPC](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853)"** **Rating:** 4.0/5.0 stars *— Sindhu Prasanthi D.* [Read full review](https://www.g2.com/survey_responses/sap-business-planning-and-consolidation-bpc-review-7771853) --- #### What Are G2 Users Discussing About SAP Business Planning and Consolidation (BPC)? - [What are the benefits and drawbacks of using SAP BPC for financial planning?](https://www.g2.com/discussions/what-are-the-benefits-and-drawbacks-of-using-sap-bpc-for-financial-planning) - [What is SAP Business Planning and Consolidation (BPC) used for?](https://www.g2.com/discussions/what-is-sap-business-planning-and-consolidation-bpc-used-for) - [What is the future of SAP BPC?](https://www.g2.com/discussions/what-is-the-future-of-sap-bpc) ### 21. [Longview Tax](https://www.g2.com/products/insightsoftware-longview-tax/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 23 **Product Description:** Looking for a smart, user-friendly solution to simplify your corporate tax management? Meet Longview Tax from insightsoftware! Our cloud-based platform offers an all-in-one tax management solution that's designed to help businesses like yours streamline their tax strategies, collect and process data, and create data-driven plans using real-time data. With Longview Tax, you can say goodbye to manual data entry and hours spent reconciling data from different systems. Our platform automatically collects tax and accounting data from multiple sources and validates it within the system, so you can trust that your data is accurate and up-to-date. Plus, with our pre-configured tax calculations and reporting features, you'll have the tools you need to plan and strategize effectively. Longview Tax also integrates seamlessly with Microsoft Excel and other insightsoftware solutions, like Longview Close, Longview Transfer Pricing, or CXO to create a complete tech stack that meets all your business needs. And with our reporting and analytics functionalities, you can gain insights into your tax-related metrics and identify trends or variances across reporting cycles. Try Longview Tax today and see how it can help your business thrive! ### What Do G2 Reviewers Say About Longview Tax? *AI-generated summary from verified user reviews* **Pros:** - Users value the **robust data functionality** of Longview Tax, enhancing efficiency and effectiveness in tax provisioning processes. - Users praise the **automation capabilities** of Longview Tax, enhancing efficiency in tax provisioning and compliance processes. - Users value the **data analysis capabilities** of Longview Tax, transforming company data into actionable financial insights. - Users praise Longview Tax for its **ease of use** , significantly enhancing tax provisioning efficiency and overall experience. - Users highlight the **efficiency** of Longview Tax, streamlining tax provision processes and enhancing overall reporting capabilities. **Cons:** - Users note that there may be a **learning difficulty** for some individuals adjusting to Longview Tax software. - Users recognize that there may be a **learning curve** for staff adjusting to Longview Tax software. #### What Are Recent G2 Reviews of Longview Tax? **"[An automated tax software for corporates](https://www.g2.com/survey_responses/longview-tax-review-9200563)"** **Rating:** 4.0/5.0 stars *— Sudhir S.* [Read full review](https://www.g2.com/survey_responses/longview-tax-review-9200563) --- **"[Amazing functionalities](https://www.g2.com/survey_responses/longview-tax-review-9202226)"** **Rating:** 5.0/5.0 stars *— Jasmine S.* [Read full review](https://www.g2.com/survey_responses/longview-tax-review-9202226) --- #### What Are G2 Users Discussing About Longview Tax? - [Who owns Insightsoftware?](https://www.g2.com/discussions/longview-who-owns-insightsoftware) - 1 comment - [What is Khalix software?](https://www.g2.com/discussions/what-is-khalix-software) - 1 comment - [Is Longview an ERP system?](https://www.g2.com/discussions/is-longview-an-erp-system) - 1 comment ### 22. [Kepion](https://www.g2.com/products/kepion/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 15 **Product Description:** Kepion is a global leader in cloud financial planning and analysis (FP&A) software, empowering organizations to streamline budgeting, forecasting, reporting, and performance management. Built for finance teams, Kepion replaces manual spreadsheets with agile, accurate, and collaborative planning tools. Trusted by Fortune 500 companies like Magna, Bayer, and Energizer, Kepion is recognized in the Gartner Magic Quadrant for Cloud FP&A Solutions. Its flexible modeling platform allows users to build custom planning apps without code—accelerating digital transformation and aligning operations with financial strategy. Built on Microsoft technology, Kepion integrates with Microsoft Fabric, Power BI, Azure AI, and Microsoft 365 to deliver enterprise-grade security, seamless data connectivity, and advanced AI capabilities. Kepion is redefining FP&A. Globally trusted, intelligently integrated, and built for the future. ### What Do G2 Reviewers Say About Kepion? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Kepion, facilitating smooth adoption and efficient navigation for teams. - Users appreciate the **versatility and user-friendliness** of Kepion, enhancing budgeting and forecasting capabilities significantly. - Users find Kepion to be **easy to learn and adopt** , facilitating quick onboarding and efficient tool utilization. - Users commend Kepion for its **efficiency and fast integration** , enabling quick setup and agile financial planning. - Users praise Kepion for its **flexibility and ease of customization** , enhancing budgeting and forecasting processes significantly. **Cons:** - Users find the **dashboard setup inflexible** , which complicates layout adjustments and may require more guidance for effective use. - Users find Kepion's learning curve **difficult** , particularly for advanced features and complex rule-building without technical expertise. - Users note the **limited options** for advanced analytics and reporting templates, impacting overall flexibility and convenience. - Users find the **complexity in dashboard setup** and rule-building challenging, especially without technical skills or guidance. - Users find the **dashboard limitations** hinder flexibility, making setup and formatting less user-friendly and convenient. #### What Are Recent G2 Reviews of Kepion? **"[Order, security, and structure for your business process](https://www.g2.com/survey_responses/kepion-review-11635407)"** **Rating:** 5.0/5.0 stars *— Francisco R.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11635407) --- **"[Reliable, Intuitive, and Easy to Implement](https://www.g2.com/survey_responses/kepion-review-11599697)"** **Rating:** 5.0/5.0 stars *— Carolina d.* [Read full review](https://www.g2.com/survey_responses/kepion-review-11599697) --- #### What Are G2 Users Discussing About Kepion? - [What is Kepion used for?](https://www.g2.com/discussions/what-is-kepion-used-for) ### 23. [Inspire](https://www.g2.com/products/inspire-software-inspire/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 110 **Product Description:** Inspire Software is a unified strategy execution and performance platform that helps organizations close the gap between vision and results. By bringing together OKRs, strategic planning, performance management, and employee engagement in one system, Inspire gives leaders real-time visibility and helps every employee understand how their work drives success. With Inspire, executives gain clarity on progress against strategic initiatives, managers can align teams quickly, and employees stay motivated through built-in coaching, recognition, and feedback tools. The platform streamlines alignment, accountability, and execution so strategy moves from planning to measurable impact—faster and more predictably. Key capabilities and benefits include: • Unified OKR and goal management with AI-assisted creation and alignment • Real-time dashboards to track performance and surface risks early • Engagement, feedback, and recognition embedded into daily workflows • Performance and development conversations tied directly to strategy • Cross-functional visibility that breaks down silos and accelerates execution Organizations using Inspire see measurable impact, including: • Faster execution of strategic initiatives • Higher engagement and motivation across teams • Reduced attrition and stronger accountability • Improved revenue growth and operational agility Inspire enables organizations to align people, performance, and purpose—turning strategy into results with transparency, momentum, and confidence. ### What Do G2 Reviewers Say About Inspire? *AI-generated summary from verified user reviews* **Pros:** - Users value the **accountability and transparency** provided by Inspire, enhancing collaboration and performance across teams. - Users appreciate the **excellent communication features** of Inspire, enhancing transparency and teamwork for better performance. - Users commend Inspire for its **highly customizable features** , ensuring tailored solutions that enhance performance and accountability. - Users find Inspire to be **user-friendly** , enhancing their goal setting and performance management experience effortlessly. - Users commend Inspire for its **efficiency in goal setting and performance management** , enhancing productivity and team alignment. #### What Are Recent G2 Reviews of Inspire? **"[Customized Solutions & Exceptional Support](https://www.g2.com/survey_responses/inspire-review-10611793)"** **Rating:** 5.0/5.0 stars *— Sherrie A.* [Read full review](https://www.g2.com/survey_responses/inspire-review-10611793) --- **"[Inspire review](https://www.g2.com/survey_responses/inspire-review-11314250)"** **Rating:** 5.0/5.0 stars *— Diana A.* [Read full review](https://www.g2.com/survey_responses/inspire-review-11314250) --- #### What Are G2 Users Discussing About Inspire? - [What is Fitbots OKRs used for?](https://www.g2.com/discussions/what-is-fitbots-okrs-used-for) - [What is Inspire used for?](https://www.g2.com/discussions/what-is-inspire-used-for) - 1 comment ### 24. [Fuelfinance](https://www.g2.com/products/fuelfinance/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 37 **Product Description:** Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (including CRMs, accounting systems, HR, etc.). 2) Dashboards with different access levels for you, your executives, investors, and board members. 3) Gain insights about your ideal customers — see which ones bring you the most profits and how much you spend to acquire each one. 4) Consolidate data from multiple legal entities in one place. 5) Save hundreds of thousands of dollars by tracking the efficiency of your marketing budget. 6) Stop spending time collecting data and creating reports in spreadsheets — invest that time in making game-changing decisions for your business. ### What Do G2 Reviewers Say About Fuelfinance? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **exceptional financial visibility** of Fuelfinance, transforming decision-making and saving substantial time on analysis. - Users value the **financial visibility and insights** from Fuelfinance, which significantly enhance decision-making and efficiency. - Users value the **user-friendly budgeting tools** of FuelFinance, which enhance financial stability and aid in informed decision-making. - Users value the **in-depth financial insights** provided by Fuelfinance, significantly enhancing decision-making and efficiency. - Users find Fuelfinance's platform to be **easy to use** , significantly simplifying financial management for startups. **Cons:** - Users desire **more out-of-the-box integrations** with Fuelfinance, as custom solutions can be time-consuming and require support. - Users express a desire for **more out-of-the-box integrations** with Fuelfinance to enhance their workflow. - Users may face **customization difficulties** that hinder tailoring the software to their unique business needs. - Users face **difficulties in customization** that hinder the software from aligning with their unique business structures. - Users often face **downtime issues** with Fuelfinance, affecting accessibility and overall usability of the software. #### What Are Recent G2 Reviews of Fuelfinance? **"[A must-have for any service company](https://www.g2.com/survey_responses/fuelfinance-review-11855515)"** **Rating:** 5.0/5.0 stars *— Max V.* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11855515) --- **"[Fuelfinance Is a Must-Have for Founders](https://www.g2.com/survey_responses/fuelfinance-review-11371016)"** **Rating:** 5.0/5.0 stars *— Verified User in Information Technology and Services* [Read full review](https://www.g2.com/survey_responses/fuelfinance-review-11371016) --- ### 25. [Unit4 FP&A](https://www.g2.com/products/unit4-fp-a/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 13 **Product Description:** Unit4 FP&A: Smarter Planning, Faster Forecasts, Confident Decisions Unit4 FP&A frees finance teams to move beyond data wrangling and deliver the insights that drive business performance. Purpose-built for people-focused, services-led organizations across nonprofit, public sector, professional services, and higher education, the platform combines AI-infused planning, budgeting, forecasting, reporting, and analytics in one integrated solution. Plan smarter. Forecast reliably. Report accurately. Replace fragile spreadsheets with a single source of truth. Cut hours of manual consolidation. Connect strategy to operations with rolling forecasts, driver-based models, and scenario planning that flex as your business does. Interactive dashboards put trusted financial intelligence in the hands of finance business partners, controllers, and operational leaders, so decisions happen faster and with more confidence. A complete corporate performance management platform Unit4 FP&A delivers the full FP&A, EPM and CPM toolkit in one place: - Integrated P&L planning and rolling forecasts - Financial consolidation and statutory reporting - Balance sheet and cash flow planning - Workforce and people planning - Lease accounting, including IFRS 16 - ESG reporting support - Multidimensional modeling for any business question Pre-configured industry models reflect how nonprofits, government bodies, professional services firms, and universities actually plan, fund, and report. That means faster time-to-value and far less custom build than generic enterprise FP&A tools. High value. Low total cost of ownership. Independent benchmarks back it up. Customers rate Unit4 implementation success 8.4 out of 10, against an industry average of 6.2 in annual industry studies. Other analysts score Unit4 at 4.33 out of 5, with 83% of customers saying they would recommend us. Pricing comes in at roughly a half to around a third of other established known vendors, without sacrificing depth or scale. Trusted by mission-driven organizations Unit4 FP&A supports finance teams at NHS East of England Ambulance Service, Oxfam, Levi, Nuclear Restoration Services, and hundreds of other organizations whose missions depend on timely, accurate financial intelligence. Serving those who serve. For more information, visit: https://www.unit4.com/products/budget-and-forecasting-software ### What Do G2 Reviewers Say About Unit4 FP&A? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **intuitive interface** of Unit4 FP&A, enhancing budgeting engagement and strategic financial decisions. - Users value the **intuitive interface** of Unit4 FP&A, enhancing collaboration and engagement in budget monitoring. - Users appreciate the **intuitive interface** of Unit4 FP&A, enhancing engagement and strategic financial decision-making. - Users value the **customizability** of Unit4 FP&A, allowing them to create and build tailored financial models. - Users appreciate the **flexibility in customization** of Unit4 FP&A, enabling tailored models to meet their unique needs. **Cons:** - Users find the **complexity** of developing Unit4 FP&A for budget setting in the public sector to be challenging. - Users experience **connection issues** with Unit4 FP&A, facing challenges with integration and unreliable cube updates. - Users face **difficult customization** challenges with Unit4 FP&A, including integration issues and inconsistent user interface design. - Users experience **import issues** with Unit4 FP&A, including failed cube updates and lack of native ERP integration. - Users face **integration issues** with Unit4 FP&A, as there’s no native ERP link and unreliable cube updates. #### What Are Recent G2 Reviews of Unit4 FP&A? **"[Prevero Unit 4 - Gives power and flexbility to finance](https://www.g2.com/survey_responses/unit4-fp-a-review-1333718)"** **Rating:** 4.5/5.0 stars *— Rhodri d.* [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-1333718) --- **"[Unit4 FP&A for Public Sector](https://www.g2.com/survey_responses/unit4-fp-a-review-11174239)"** **Rating:** 4.0/5.0 stars *— Verified User in Government Administration* [Read full review](https://www.g2.com/survey_responses/unit4-fp-a-review-11174239) --- ## What Is FP&A Software? [Accounting & Finance Software](https://www.g2.com/categories/accounting-finance) ## What Software Categories Are Similar to FP&A Software? - [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) --- ## How Do You Choose the Right FP&A Software? ### 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**