# Best FP&A Software - Page 3 *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 ### Category Stats (May 2026) - **Average Rating**: 4.44/5 - **New Reviews This Quarter**: 243 - **Buyer Segments**: Mid-Market 56% │ Small-Business 24% │ Enterprise 20% - **Top Trending Product**: SAS Intelligent Performance Management (+0.121) *Last updated: May 18, 2026* ## 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 (224 reviews) | TM1-powered multidimensional planning with Excel integration | "[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)" | | 3 | [Vena](https://www.g2.com/products/vena/reviews) | 4.5/5.0 (466 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 | "[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)" | | 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** ### CCH Tagetik The award-winning CCH Tagetik expert solution empowers enterprise-sized companies with a strategic and financial intelligence platform that enables CFOs and their peers to make faster, better-informed decisions. Our Corporate Performance Management (CPM) platform delivers a comprehensive, AI-driven, data-powered solution for: - Financial Close & Consolidation - Extended Planning (financial and operational) - ESG & Regulatory Reporting - Corporate Tax, including Global Minimum Tax With embedded AI, robust governance, and an open, extendable architecture, CCH Tagetik connects seamlessly with leading operational solutions—creating enterprise-wide insights, driving growth, and helping organizations navigate change to maximize value today and tomorrow. [Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list&secure%5Bcategory_id%5D=215&secure%5Bdisplayable_resource_id%5D=215&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=215&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=2213&secure%5Bresource_id%5D=215&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffp-a-financial-planning-analysis%3Fpage%3D2&secure%5Btoken%5D=e7c0916489da698c355f3c0f569133c13a589f8cb55686214d7a86e16ab25036&secure%5Burl%5D=https%3A%2F%2Fwww.wolterskluwer.com%2Fen%2Fsolutions%2Fcch-tagetik%3Futm_medium%3DOnline-Advertising%26utm_source%3D3rd-Party%26utm_offer%3DComparison-Vendor-Product%26utm_campaign%3DOA_TGK_NA-G2-PPC-02-2026%26utm_term%3DG2%2520PPC&secure%5Burl_type%5D=book_demo) --- ## 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. [Cube](https://www.g2.com/products/cube-2025-12-17/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 128 **Product Description:** Cube is the financial intelligence platform built for the AI-era. We supercharge planning, accelerate analysis, and unify data to unlock the insights that drive better decisions—while giving FP&A teams the freedom to work seamlessly in Excel, Google Sheets, the web, or chat. Cube is the smartest way to work in the tools you love. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaboration suite, Cube helps finance work faster, align better, and guide plans without changing how they work. Founded in New York City by a 3x CFO, Cube now supports thousands of finance professionals across industries including manufacturing, retail, healthcare, education, and more. The platform combines flexibility and scalability in a modern planning environment that’s easy to adopt and powerful to grow with. Cube connects your spreadsheets and source systems to powerful planning, modeling, and analytics without the need for code or consultants. Teams use Cube to operate faster, run what-if scenarios instantly, and deliver real-time insights that help business partners make quick, confident decisions. With Cube, finance teams can: \*Get AI-generated business insights \* Automate manual tasks \* Eliminate version control issues \* Collaborate across teams and tools all while working in the spreadsheet and communication apps they already love. ### What Do G2 Reviewers Say About Cube? *AI-generated summary from verified user reviews* **Pros:** - Users find Cube's **ease of use** remarkable, enhancing efficiency in budgeting and reporting through intuitive design and support. - Users praise the **exceptional customer support** at Cube, which enhances their overall experience and effectiveness. - Users value the **flexibility** of Cube, which enhances efficiency and simplifies their financial planning processes. - Users appreciate the **seamless integrations** of Cube, enabling quick access to KPIs and enhancing overall efficiency. - Users find **Cube saves time** with its fast setup, seamless integration, and efficient budgeting and forecasting processes. **Cons:** - Users find the **data transfer complexity** with Cube challenging, making implementation a time-consuming process. - Users find **customization difficulties** with Cube's dashboards, wishing for enhanced options to match its overall capabilities. - Users feel the **dashboard limitations** restrict customization and visualization, hindering the overall experience with Cube. - Users find **data transfer complex** due to Cube's limited predefined custom dimensions, complicating implementation efforts. - Users find **data management issues** with Cube due to complex data transfers and limited predefined dimensions. #### What Are Recent G2 Reviews of Cube? **"[Thoughtful, Intuitive Dashboards with Reliable Integrations](https://www.g2.com/survey_responses/cube-review-12333714)"** **Rating:** 5.0/5.0 stars *— Bill M.* [Read full review](https://www.g2.com/survey_responses/cube-review-12333714) --- **"[Super easy implementation](https://www.g2.com/survey_responses/cube-review-11292731)"** **Rating:** 5.0/5.0 stars *— Joseph C.* [Read full review](https://www.g2.com/survey_responses/cube-review-11292731) --- #### What Are G2 Users Discussing About Cube? - [What is your experience with Cube Software for financial planning, and what improvements could be made?](https://www.g2.com/discussions/what-is-your-experience-with-cube-software-for-financial-planning-and-what-improvements-could-be-made) - [What is Cube Software used for?](https://www.g2.com/discussions/what-is-cube-software-used-for) ### 2. [Rhythm](https://www.g2.com/products/rhythm-systems-rhythm/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 408 **Product Description:** Rhythm Systems' strategic planning software is a comprehensive solution designed to assist organizations in tracking Objectives and Key Results (OKRs), Key Performance Indicators (KPIs), strategic plans, annual plans, and quarterly plans. This software provides users with intuitive dashboards that enhance company alignment and facilitate more productive meetings, ensuring that all team members are on the same page regarding organizational goals and performance metrics. Targeted primarily at business leaders, project managers, and teams focused on strategic execution, Rhythm Systems addresses the challenges of aligning various departments and ensuring that everyone is working towards common objectives. The software is particularly beneficial for organizations that operate in fast-paced environments where agility and clarity in strategic planning are essential. By utilizing Rhythm Systems, teams can streamline their planning processes and improve accountability, making it easier to track progress and adjust strategies as needed. One of the standout features of Rhythm Systems is its AI-powered goal-writing coach, which assists users in formulating clear and actionable goals. This feature, combined with automated quarterly plan audits, allows organizations to maintain a high level of execution quality. Additionally, the software offers advanced integration capabilities, enabling seamless connectivity with other tools and platforms that businesses may already be using. This integration ensures that data flows smoothly across systems, reducing the risk of errors and enhancing overall efficiency. Rhythm Systems also provides industry benchmarking for execution, allowing organizations to compare their performance against competitors. This feature equips users with insights that can inform strategic decisions and highlight areas for improvement. Furthermore, the software includes options for strategic planning facilitation, CEO coaching, and business strategy coaching, transforming strategy sessions into actionable plans that teams can execute with discipline and focus. We guarantee improvements within 30 days of implementation. This guarantee underscores the software's potential to enhance execution and drive organizational success. For those interested in exploring how Rhythm Systems can elevate their strategic planning efforts, scheduling a demo with a Rhythm Expert offers an opportunity to see the software in action and understand its capabilities in greater detail. ### What Do G2 Reviewers Say About Rhythm? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Rhythm, effectively organizing progress and providing helpful reminders. - Users value the **effective team collaboration** in Rhythm, enhancing alignment on goals and KPIs across departments. - Users appreciate the **effective tracking** features of Rhythm, which help them stay organized and on schedule. - Users value how Rhythm provides **organized progress tracking** , making it easy to stay on track and manage tasks. - Users value the **goal management process** that fosters accountability and connectivity within teams, enhancing productivity. **Cons:** - Users find the **learning curve steep** for Rhythm, noting initial confusion during setup and navigation. - Users find Rhythm has a **steep learning curve** , making it less easy to learn and navigate effectively. - Users are frustrated by the **missing features** in Rhythm, like the absence of a general category and parking lot visibility. - Users find the **interface not intuitive** , leading to confusion, especially for new users unfamiliar with the software. - Users find the **interface confusing** and note a steep learning curve that hinders effective usage over time. #### What Are Recent G2 Reviews of Rhythm? **"[Aligns Teams with Leadership Goals Effectively](https://www.g2.com/survey_responses/rhythm-review-12758491)"** **Rating:** 5.0/5.0 stars *— Somer M.* [Read full review](https://www.g2.com/survey_responses/rhythm-review-12758491) --- **"[Intuitive Goal Tracking with Room for Chat Improvements](https://www.g2.com/survey_responses/rhythm-review-12539368)"** **Rating:** 4.0/5.0 stars *— Matthew R.* [Read full review](https://www.g2.com/survey_responses/rhythm-review-12539368) --- #### What Are G2 Users Discussing About Rhythm? - [What is Rhythm used for?](https://www.g2.com/discussions/what-is-rhythm-used-for) - 1 comment ### 3. [Catalyst](https://www.g2.com/products/ebm-software-catalyst/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 19 **Product Description:** Unlock your data and unleash your performance. Catalyst is powerful, cloud-based business performance software that is designed to accelerate your profitability. Reporting, Planning, Budgeting and Forecasting have never been this simple. Catalyst allows you to easily slice, dice, drill down and pivot enormous amounts of granular data instantaneously to get a complete picture of your business, find anomalies, draw fully-baked insights and make fact-based decisions that positively impact your business. Analyze and create reporting for any data source, from your financials to big data. Don’t just find anomalies, understand them. Catalyst brings all of your data into one clear view: a simple, app-like interface that serves as a single source of truth and democratizes data for your organization. With Catalyst, you finally get a complete view of your business and clarity for the path forward. #### What Are Recent G2 Reviews of Catalyst? **"[I can get to answers quickly and create models for future projections](https://www.g2.com/survey_responses/catalyst-review-5080905)"** **Rating:** 5.0/5.0 stars *— Vince J.* [Read full review](https://www.g2.com/survey_responses/catalyst-review-5080905) --- **"[Excellent Consolidation Tool for Single Source of Data](https://www.g2.com/survey_responses/catalyst-review-7509217)"** **Rating:** 4.5/5.0 stars *— Verified User in Consumer Goods* [Read full review](https://www.g2.com/survey_responses/catalyst-review-7509217) --- ### 4. [Planacy](https://www.g2.com/products/planacy/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 49 **Product Description:** Planacy is a leading platform that simplifies data-driven financial planning, analysis and reporting – an innovative, powerful and fully customisable software trusted by over 200 businesses from various countries and industries. With Planacy, you get a smart planning platform that grows with your business. Work driver-based with a high degree of automation, elevate the quality of your forecasts, and enable more engaging and frequent planning with higher accountability. With a powerful financial planning platform, a passionate team and unbeatable time-to-value, we're the ultimate ally for modern FP&A teams! ### What Do G2 Reviewers Say About Planacy? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **easy-to-use budgeting management** of Planacy, which streamlines financial processes and enhances team collaboration. - Users value the **collaborative features** of Planacy, enhancing team efficiency and simplifying financial planning processes. - Users appreciate the **ease of use** of Planacy, enhancing efficiency in budgeting and fostering team collaboration. - Users appreciate the **efficiency** of Planacy, enjoying its ease of use and time-saving features for financial planning. - Users appreciate the **efficiency and ease of use** of Planacy, streamlining budgeting and improving team collaboration. **Cons:** - Users find that **data management can be cumbersome** due to the complex setup and lack of straightforward data extraction guidance. - Users find **difficult customization** with Planacy, as initial setup is time-consuming and lacks detailed guidance for analysis. - Users find the **difficult setup** of Planacy time-consuming, especially with complex processes and customization needs. - Users find the **insufficient documentation** hampers their ability to efficiently set up and analyze data in Planacy. - Users find **limited customization** in Planacy can complicate initial setup and hinder effective data analysis. #### What Are Recent G2 Reviews of Planacy? **"[Very flexible and useful FP&A system](https://www.g2.com/survey_responses/planacy-review-9751776)"** **Rating:** 4.5/5.0 stars *— Fredrik R.* [Read full review](https://www.g2.com/survey_responses/planacy-review-9751776) --- **"[A user friendly tool for creating, managing and tracking budget and forcasts](https://www.g2.com/survey_responses/planacy-review-10544652)"** **Rating:** 4.0/5.0 stars *— Therese B.* [Read full review](https://www.g2.com/survey_responses/planacy-review-10544652) --- ### 5. [Oracle Cloud EPM Narrative Reporting](https://www.g2.com/products/oracle-cloud-epm-narrative-reporting/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 19 **Product Description:** Oracle Enterprise Performance Reporting Cloud is a secure, collaborative, and process driven service for defining, authoring, reviewing, and publishing financial, management, and regulatory report packages. ### What Do G2 Reviewers Say About Oracle Cloud EPM Narrative Reporting? *AI-generated summary from verified user reviews* **Pros:** - Users value the **integration of finance and HR data** to enhance budgeting and resource allocation processes. - Users notice significant **time savings** and resource efficiency in closing and related processes with Oracle Cloud EPM Narrative Reporting. **Cons:** - Users find that **complexity issues** necessitate increased IT involvement compared to earlier Oracle EPM versions. #### What Are Recent G2 Reviews of Oracle Cloud EPM Narrative Reporting? **"[Oracle Fusion EPM](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962)"** **Rating:** 4.5/5.0 stars *— Verified User in Primary/Secondary Education* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8639962) --- **"[Overview of Oracle Cloud EPM](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156)"** **Rating:** 5.0/5.0 stars *— Eric E.* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-narrative-reporting-review-8634156) --- #### What Are G2 Users Discussing About Oracle Cloud EPM Narrative Reporting? - [What is Oracle Eprcs?](https://www.g2.com/discussions/what-is-oracle-eprcs) - [What is the purpose of narrative reporting?](https://www.g2.com/discussions/what-is-the-purpose-of-narrative-reporting) - [What is included in narrative reporting?](https://www.g2.com/discussions/what-is-included-in-narrative-reporting) ### 6. [Oracle Hyperion Planning](https://www.g2.com/products/oracle-hyperion-planning/reviews) **Average Rating:** 3.9/5.0 **Total Reviews:** 47 **Product Description:** Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. #### What Are Recent G2 Reviews of Oracle Hyperion Planning? **"[EPBCS for Capital and Operational Expense Planning](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-8634276)"** **Rating:** 4.0/5.0 stars *— James E.* [Read full review](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-8634276) --- **"[The Best Planning, Forecasting, and Budgeting Tool](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-12789876)"** **Rating:** 5.0/5.0 stars *— Madhusudhan M.* [Read full review](https://www.g2.com/survey_responses/oracle-hyperion-planning-review-12789876) --- #### What Are G2 Users Discussing About Oracle Hyperion Planning? - [What is Oracle Hyperion Planning used for?](https://www.g2.com/discussions/what-is-oracle-hyperion-planning-used-for) - [What is Hyperion Planning Plus?](https://www.g2.com/discussions/what-is-hyperion-planning-plus) - [Is Hyperion an ERP system?](https://www.g2.com/discussions/is-hyperion-an-erp-system) ### 7. [Cascade](https://www.g2.com/products/cascade-strategy-cascade/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 236 **Product Description:** Cascade is a global software company, consistently ranking as the world’s #1 strategy execution platform. At Cascade, we make visions happen by acting as the strategic brain of your organization, remediating the chaos of running your business so that you can move forward. Thousands of leading organizations leverage the Cascade platform to plan, execute, and track their strategies for realized performance and accelerated decision-making. Our customers are redefining the world–executing strategies that range from deploying life-saving vaccines to building the world’s fastest Formula One car. With Cascade at the helm, you’ll find it easy to: ✔Plan: Map your business to establish where you are today, helping you get where you want to go. ✔Execute: Connect the dots, creating a central view of your strategic progression with full context & visibility. ✔Track: Maximize your returns by reporting how your strategy contributes to your overall performance. Features you’ll love - ✔ Strategy Planner - Centralize your strategy to add structure and drive consistency. ✔ Metrics Library - Connect your business data directly to strategic focuses. ✔ Reports & Dashboards - Gauge an accurate picture of your strategic performance. ✔ Alignment & Relationships - Visualize how different plans interact & track dependencies. ✔ Team Management - Delegate ownership & set permissions. ✔ Integrations - Bring all of your information together under a single source of truth. Move your business forward today with Cascade. Book a demo or try it for free today: https://www.cascade.app/book-demo ### What Do G2 Reviewers Say About Cascade? *AI-generated summary from verified user reviews* **Pros:** - Users find Cascade to be **intuitive and easy to use** , providing clear visibility and alignment across the organization. - Users praise the **excellent customer support** from Cascade, enhancing their experience and ensuring successful project management. - Users value the **clear visibility of strategy and plans** in Cascade, enhancing alignment and accountability across teams. - Users value the **clear progress tracking** features of Cascade, ensuring alignment and accountability towards shared goals. - Users value the **real-time tracking capabilities** of Cascade, enhancing alignment and decision-making across teams. **Cons:** - Users feel the **missing features** in Cascade limit customization and delay the potential improvements to the platform. - Users find some **feature issues** in Cascade, such as pdf extraction and tracking methods needing improvement. - Users face **inadequate reporting** options and customization, impacting their overall experience with Cascade's functionalities. - Users find the **limited reporting options** of Cascade frustrating, wishing for more customizable settings and flexibility. - Users experience **slow performance** in Cascade, particularly when creating reports and editing items, impacting efficiency. #### What Are Recent G2 Reviews of Cascade? **"[Cascade Brings Consistent, Coordinated Goal Planning with Clear, Measurable Outcomes](https://www.g2.com/survey_responses/cascade-review-12785477)"** **Rating:** 5.0/5.0 stars *— Seraphina B.* [Read full review](https://www.g2.com/survey_responses/cascade-review-12785477) --- **"[Clear Financial Goal Tracking with AI Insights and KPI Alignment](https://www.g2.com/survey_responses/cascade-review-12803833)"** **Rating:** 5.0/5.0 stars *— Mithat D.* [Read full review](https://www.g2.com/survey_responses/cascade-review-12803833) --- #### What Are G2 Users Discussing About Cascade? - [What is a cascade in business?](https://www.g2.com/discussions/what-is-a-cascade-in-business) - [How do I use Cascade Software?](https://www.g2.com/discussions/how-do-i-use-cascade-software) - 1 comment, 1 upvote - [What is Cascade Software?](https://www.g2.com/discussions/what-is-cascade-software) - 1 comment, 1 upvote ### 8. [Metapraxis](https://www.g2.com/products/metapraxis/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 13 **Product Description:** At Metapraxis our mission is to transform the way businesses use data to drive performance. Empower, our financial analytics platform, integrates your planning, analysis and reporting activities in a powerful and flexible platform, providing an essential backbone for all your decision-making. A solution not a tool kit An Empower implementation enables you with a solution not just a tool, providing immediate benefits and reducing time and cost. \* Pre-configured applications for planning and reporting activity \* Built in finance best-practice, automation and workflow \* Rapid provision on our Azure cloud More than just software Empower applications are delivered with a methodology-led implementation and finance trained support, to ensure you get the most out of them fast. \*CIMA finance trained support team from implementation \*“Hypercare” included in 1st year to ensure continuous application refinement and in house team training. \*Access to our Empowered community of best-practice #### What Are Recent G2 Reviews of Metapraxis? **"[It's like having an additional member of the team!](https://www.g2.com/survey_responses/metapraxis-review-9733581)"** **Rating:** 5.0/5.0 stars *— Chris K.* [Read full review](https://www.g2.com/survey_responses/metapraxis-review-9733581) --- **"[Great Team and Great Product](https://www.g2.com/survey_responses/metapraxis-review-9906985)"** **Rating:** 5.0/5.0 stars *— James H.* [Read full review](https://www.g2.com/survey_responses/metapraxis-review-9906985) --- ### 9. [Talentia CPM](https://www.g2.com/products/talentia-cpm/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 12 **Product Description:** Talentia Corporate Performance Management (CPM) stands as a comprehensive global platform designed for real-time financial reporting, business analysis, budgeting processes, forecasting, consolidation & close activities. By leveraging Talentia CPM, organizations can enhance the reliability of their information, boost team productivity, and refine decision-making processes. This powerful solution empowers mid-size businesses to overcome in compliance today's challenges, such as ESG reporting, and achieve greater financial performance across diverse functions. ### What Do G2 Reviewers Say About Talentia CPM? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **simplified financial tasks** of Talentia CPM, enhancing efficiency with budgeting, forecasting, and reporting. - Users appreciate the **simplicity in budgeting** offered by Talentia CPM, streamlining financial tasks in one platform. - Users value the **budgeting efficiency** of Talentia CPM, appreciating its streamlined financial processes and real-time insights. - Users value the **simplification of budgeting tasks** with Talentia CPM, enhancing efficiency and accuracy in financial management. - Users appreciate the **efficiency in budget management** of Talentia CPM, simplifying financial tasks with accurate, real-time insights. **Cons:** - Users find Talentia CPM **finicky and frequently requiring updates** due to persistent bugs affecting usability. - Users find the **complex user interface** of Talentia CPM challenging and not very intuitive for learning or customization. - Users find the **customization difficulties** of Talentia CPM limiting, impacting usability and adaptability for their company's needs. - Users find the **difficult customization** of Talentia CPM limits its adaptability to unique company requirements. - Users find the **learning difficulty** of Talentia CPM challenging due to its complex interface and limited customization options. #### What Are Recent G2 Reviews of Talentia CPM? **"[Streamlined Financial Consolidation with Room for Improvement](https://www.g2.com/survey_responses/talentia-cpm-review-12568686)"** **Rating:** 4.0/5.0 stars *— Alexandra P.* [Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-12568686) --- **"[Talentia CPM is a perfect SaaS solution for financial consolidation and reporting for mid-sized companies.](https://www.g2.com/survey_responses/talentia-cpm-review-9915378)"** **Rating:** 5.0/5.0 stars *— Mickaël L.* [Read full review](https://www.g2.com/survey_responses/talentia-cpm-review-9915378) --- ### 10. [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 76 **Product Description:** Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance reporting with non-financial information, and review data. With Syft’s AI-powered insights across every graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial. ### What Do G2 Reviewers Say About Syft? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **versatile reporting capabilities** of Syft, enhancing efficiency and clarity in business decision-making. - Users value the **easy integrations** of Syft, which streamline accounting tasks and enhance user experience. - Users value the **easy integration with QuickBooks** and versatile reporting options for professional financial management. - Users value the **seamless integrations** of Syft, enhancing efficiency and automating financial reporting processes. - Users value Syft for its **reporting efficiency** , which automates processes and simplifies the month-end close. **Cons:** - Users face **connectivity issues** due to limited data connection options, affecting data uploads and syncing processes. - Users find **customization difficulties** in Syft, lacking options for reports and specific column settings compared to competitors. - Users face **Excel integration issues** due to limited data connections, impacting advanced reporting and custom analytics capabilities. - Users find Syft to be **expensive** , as costs increase significantly to access all desired features and functions. - Users find that Syft has a **steep learning curve** despite its helpful training resources and easy basic features. #### What Are Recent G2 Reviews of Syft? **"[Great-Looking Reports, Easy to Use, and Fast-Moving AI Innovation](https://www.g2.com/survey_responses/syft-review-12724312)"** **Rating:** 4.0/5.0 stars *— Verified User in Accounting* [Read full review](https://www.g2.com/survey_responses/syft-review-12724312) --- **"[Easy-to-create reports based on financial data to provide clear insights.](https://www.g2.com/survey_responses/syft-review-10454041)"** **Rating:** 4.5/5.0 stars *— Vaibhav L.* [Read full review](https://www.g2.com/survey_responses/syft-review-10454041) --- #### What Are G2 Users Discussing About Syft? - [Is Syft free?](https://www.g2.com/discussions/is-syft-free) - [Who created SYFT?](https://www.g2.com/discussions/who-created-syft) - [How much does SYFT cost?](https://www.g2.com/discussions/how-much-does-syft-cost) ### 11. [UTrakk](https://www.g2.com/products/utrakk/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 41 **Product Description:** UTrakk helps managers boost their impact in delivering their roles, driving operational performance, by focusing on improving competitive performance and employee experience. UTrakk digitalizes Proaction International's years of expertise in continuous improvement and introduces a groundbreaking technology, bringing organizations'​ management effectiveness to the next level. ### What Do G2 Reviewers Say About UTrakk? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **ease of use** of UTrakk, benefiting from its comprehensive tools and excellent support. - Users value the **efficiency** of UTrakk, enhancing process visibility and streamlining management tasks effectively. - Users appreciate the **productivity improvement** UTrakk provides, helping streamline processes and enhance managerial organization. - Users value the **professional guidance** offered by UTrakk, effectively promoting company values in their operations. - Users appreciate the **excellent customer support** , enjoying direct access to advisors and an effective ticketing system. **Cons:** - Users desire improved **interconnectivity with dashboard (BI) tools** to enhance functionality and streamline their experience. - Users note that the **difficult navigation** makes it challenging to find the options they need in UTrakk. - Users desire improved **integration with dashboard (BI) tools** for a more seamless experience in UTrakk. - Users find the **navigation issues** in UTrakk challenging, making it hard to locate desired options. - Users find the **UI not intuitive** , making it challenging to locate desired options swiftly. #### What Are Recent G2 Reviews of UTrakk? **"[A "blueprint" for each project.](https://www.g2.com/survey_responses/utrakk-review-11544334)"** **Rating:** 5.0/5.0 stars *— Isaak L.* [Read full review](https://www.g2.com/survey_responses/utrakk-review-11544334) --- **"[Agri-food Team Leader using Utrakk for 2 years](https://www.g2.com/survey_responses/utrakk-review-11449673)"** **Rating:** 4.5/5.0 stars *— Loic B.* [Read full review](https://www.g2.com/survey_responses/utrakk-review-11449673) --- #### What Are G2 Users Discussing About UTrakk? - [What is UTrakk used for?](https://www.g2.com/discussions/what-is-utrakk-used-for) - 1 upvote ### 12. [Dploy Solutions](https://www.g2.com/products/dploy-solutions/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 32 **Product Description:** Dploy Solutions is a SaaS based software suite with Strategic Planning, KPI Management and Project Management solutions. Dploy's platform development has been customer driven over the past 20 years, which has given us a competitive edge for scaling to any size organization and across many industries. Dploy has helped hundreds of brands achieve their strategic objectives faster and drive continuous improvement through standardized KPI Management. As organizations grow and add complexity, the viable solutions for strategic alignment and standardized daily management become limited. This results in every department operating independently with limited visibility in reporting. Dploy provides the tools to help align your business activity and gives you clear visibility to every level of the organization to ensure everyone is working in the same direction. And when the strategy is to change the organizational footprint, Dploy easily adapts without the need for IT involvement. #### What Are Recent G2 Reviews of Dploy Solutions? **"[Dploy Solutions gives me all the necessary information in one place](https://www.g2.com/survey_responses/dploy-solutions-review-9940434)"** **Rating:** 5.0/5.0 stars *— Theunis M.* [Read full review](https://www.g2.com/survey_responses/dploy-solutions-review-9940434) --- **"[Best KPI/Metric tracking tool](https://www.g2.com/survey_responses/dploy-solutions-review-8833781)"** **Rating:** 5.0/5.0 stars *— Henil L.* [Read full review](https://www.g2.com/survey_responses/dploy-solutions-review-8833781) --- #### What Are G2 Users Discussing About Dploy Solutions? - [What is Dploy Solutions used for?](https://www.g2.com/discussions/what-is-dploy-solutions-used-for) ### 13. [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 251 **Product Description:** Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you can then link together in simple plain-English formulae. This makes your models easy to understand and quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks. ### What Do G2 Reviewers Say About Causal? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of automation** in Causal, enabling quick integration and effective data representation. - Users appreciate the **simple and quick budgeting tools** of Causal, enhancing collaboration and planning efficiency. - Users appreciate the **collaboration features** of Causal, enabling seamless sharing and flexibility during budgeting and planning. - Users praise Causal for its **robust data analysis** , effectively merging actual and forecasted values with excellent visuals. - Users value the **ease of implementation** in Causal, appreciating its quick integration and user-friendly interface. **Cons:** - Users find the **difficult learning curve** of Causal initially challenging, but consulting support can ease the process. - Users find **insufficient training** with Causal makes the initial setup and learning curve challenging without external help. - Users feel there are **integration issues** as Causal could benefit from more seamless and extensive connections. - Users find the **learning curve challenging** , often requiring additional support to navigate the Causal platform effectively. - Users find it **challenging to start and learn** the Causal platform, though consultants can assist with onboarding. #### What Are Recent G2 Reviews of Causal? **"[A very high quality FP&A tool](https://www.g2.com/survey_responses/causal-review-10841500)"** **Rating:** 5.0/5.0 stars *— Ben L.* [Read full review](https://www.g2.com/survey_responses/causal-review-10841500) --- **"[Best in class financial tool](https://www.g2.com/survey_responses/causal-review-9666197)"** **Rating:** 5.0/5.0 stars *— Sebastian S.* [Read full review](https://www.g2.com/survey_responses/causal-review-9666197) --- ### 14. [CALUMO](https://www.g2.com/products/calumo/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 19 **Product Description:** Calumo is cloud-based financial performance and analysis (FP&A) software that helps businesses streamline their budgeting, forecasting, reporting, and analysis processes. With Calumo, business users can access real-time data from various sources, create interactive dashboards and visualizations, and collaborate with team members through a web browser or Microsoft Office applications. With features such as scenario planning, data modeling, data integration, workflow management, and security and compliance, Calumo helps businesses improve their decision-making, reduce costs, and increase efficiency. Customers appreciate Calumo’s ease of use, flexibility, and integration with Excel. #### What Are Recent G2 Reviews of CALUMO? **"[Calumo has helped us gain accounting visibility with Executives and Operations](https://www.g2.com/survey_responses/calumo-review-317825)"** **Rating:** 4.5/5.0 stars *— Jim W. R.* [Read full review](https://www.g2.com/survey_responses/calumo-review-317825) --- **"[A complex but extremely useful software for the management of any business](https://www.g2.com/survey_responses/calumo-review-6503480)"** **Rating:** 4.5/5.0 stars *— Sam N.* [Read full review](https://www.g2.com/survey_responses/calumo-review-6503480) --- ### 15. [Hypergene](https://www.g2.com/products/hypergene/reviews) **Average Rating:** 3.7/5.0 **Total Reviews:** 12 **Product Description:** Hypergene is a cloud-based software solution designed to facilitate strategic planning, budgeting, forecasting, advanced analysis, performance reporting, and KPI tracking. This comprehensive platform enables organizations to streamline their planning processes while effectively managing strategy, projects, and risk portfolios. By integrating various aspects of financial management into one cohesive system, Hypergene helps users enhance their operational efficiency and decision-making capabilities. Targeted at a diverse range of industries—including professional services, retail, non-profit organizations, transportation, real estate, municipalities, public authorities, and higher education—Hypergene serves as a versatile tool for organizations of all sizes. Its capabilities are particularly beneficial for mid-sized businesses and large enterprises that seek to optimize their financial planning and improve agility in a competitive market. The platform’s design caters to users who require robust analytics and reporting features to support their strategic initiatives. One of the key features of Hypergene is its integrated planning and performance management capabilities, which allow users to seamlessly connect budgeting, forecasting, and reporting within a single platform. This integration not only simplifies the planning process but also enhances collaboration and transparency across departments, fostering improved communication and accountability. Additionally, Hypergene’s advanced analytics and data visualization tools provide real-time insights through powerful dashboards and performance metrics, enabling organizations to make informed decisions based on accurate data. Hypergene also emphasizes data quality and security through its cloud-based architecture, ensuring that sensitive information is protected while remaining accessible to authorized users. The platform’s ability to integrate with Deltek's project and resource planning solution further enhances its functionality, making it a valuable asset for organizations looking to align their strategic goals with measurable actions. With a reported 96% of users experiencing more efficient planning cycles, Hypergene stands out as a solution that not only meets the needs of its users but also drives significant improvements in decision-making processes. In summary, Hypergene is a comprehensive tool for organizations aiming to elevate their strategic and financial management. Its intuitive interface, powerful features, and commitment to customer-driven innovation make it an ideal choice for businesses ready to enhance their planning and performance management capabilities. ### What Do G2 Reviewers Say About Hypergene? *AI-generated summary from verified user reviews* **Pros:** - Users find Hypergene to be **incredibly easy to use** , enhancing their experience compared to other services. - Users commend the **efficiency of customer support** and the streamlined processes of Hypergene, enhancing overall experience. - Users commend the **efficient and friendly customer support** of Hypergene, enhancing their overall experience with the product. - Users value the **flexibility** of Hypergene, appreciating its role-based access and smooth implementation for streamlined processes. - Users appreciate the **organization features** of Hypergene, making analyses straightforward and enhancing service outcome evaluations. **Cons:** - Users find the **learning curve steep** , struggling with understanding information and navigating the interface effectively. - Users find the **interface not intuitive** , leading to confusion and difficulty in accessing necessary information effectively. - Users find the **complexity of information** in Hypergene challenging, making it tough for non-expert users to navigate. - Users find the **high complexity** of Hypergene challenging, struggling to understand information and navigate its tools effectively. - Users note the **missing features** in Hypergene, particularly in built-in options for reports and customization needs. #### What Are Recent G2 Reviews of Hypergene? **"[Powerful, Quick Multi-Level Analysis with Clear Insights](https://www.g2.com/survey_responses/hypergene-review-12348320)"** **Rating:** 5.0/5.0 stars *— Kristin F.* [Read full review](https://www.g2.com/survey_responses/hypergene-review-12348320) --- **"[Visually appealing](https://www.g2.com/survey_responses/hypergene-review-11526094)"** **Rating:** 4.0/5.0 stars *— Verified User in Government Administration* [Read full review](https://www.g2.com/survey_responses/hypergene-review-11526094) --- ### 16. [Lucanet](https://www.g2.com/products/lucanet/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 52 **Product Description:** Lucanet is the CFO Solution Platform built for modern finance leaders. By uniting, standardized, compliance-ready insights in one easy-to-use, out-of-the-box SaaS platform, Lucanet’s intelligent solution delivers exceptional time-to-value that enables CFOs to lead with ease. Thousands of customers around the world rely on Lucanet every day for transparent data and intelligent workflows they need to manage their strategic and reporting needs, make confident decisions, improve productivity, and create strategic value with speed and accuracy. #### What Are Recent G2 Reviews of Lucanet? **"[Problems of data consolidation and report generations](https://www.g2.com/survey_responses/lucanet-review-8717100)"** **Rating:** 5.0/5.0 stars *— Rob B.* [Read full review](https://www.g2.com/survey_responses/lucanet-review-8717100) --- **"[Analyze amounts of data across various categories](https://www.g2.com/survey_responses/lucanet-review-8739619)"** **Rating:** 5.0/5.0 stars *— Trung R.* [Read full review](https://www.g2.com/survey_responses/lucanet-review-8739619) --- #### What Are G2 Users Discussing About Lucanet? - [What is LucaNet used for?](https://www.g2.com/discussions/what-is-lucanet-used-for) ### 17. [MODLR](https://www.g2.com/products/modlr/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 11 **Product Description:** MODLR is financial planning and analysis software that enables agile enterprise-wide collaboration and provides an evolving range of solutions to improve integral business processes. With the ability to streamline reporting, forecasting, budgeting and more, MODLR's aim is to make financial planning as simple and efficient as possible. #### What Are Recent G2 Reviews of MODLR? **"[Great Product](https://www.g2.com/survey_responses/modlr-review-6484941)"** **Rating:** 5.0/5.0 stars *— Sarah M.* [Read full review](https://www.g2.com/survey_responses/modlr-review-6484941) --- **"[Highly customisable, intuitive reporting and planning](https://www.g2.com/survey_responses/modlr-review-6551624)"** **Rating:** 5.0/5.0 stars *— Stephen M.* [Read full review](https://www.g2.com/survey_responses/modlr-review-6551624) --- #### What Are G2 Users Discussing About MODLR? - [What is MODLR used for?](https://www.g2.com/discussions/what-is-modlr-used-for) ### 18. [Place](https://www.g2.com/products/place-technology-place/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 28 **Product Description:** The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning for high-growth SaaS companies. Say goodbye to data silos, spreadsheets, disconnects, and revenue leakage. Place keeps your entire business on the same page with connected revenue processes and insights - enabling SaaS companies to scale fearlessly into the future. By unifying siloed systems into Salesforce as the single source of truth, Place seamlessly connects sales, billing, revenue recognition, forecasting, and planning across one trusted platform. This eliminates painful manual processes while enhancing cross-functional alignment. Place equips RevOps, go-to-market teams, finance, and accounting teams with integrated tools to: -Automate billing, subscription, and revenue workflows natively in Salesforce, eliminating revenue leakage -Generate invoices, close the loop between new business, cash, and the data that teams need in real time -Gain real-time visibility into revenue analytics and KPIs -Generate reliable forecasts with drivers based on customer insights -Prepare accurate reporting for stakeholders and the board The results for SaaS leaders is accelerated growth, operational excellence, and strategic finance powered by Salesforce. Place lets you maximize enterprise value by optimizing revenue generation, predictability, and financial strategy. #### What Are Recent G2 Reviews of Place? **"[Subscription Billing and Revenue Management](https://www.g2.com/survey_responses/place-review-8555203)"** **Rating:** 4.0/5.0 stars *— Verified User in Computer Software* [Read full review](https://www.g2.com/survey_responses/place-review-8555203) --- **"[One of the best platform to move forecasting out of Excel spreadsheets](https://www.g2.com/survey_responses/place-review-4495108)"** **Rating:** 4.5/5.0 stars *— Wankel G.* [Read full review](https://www.g2.com/survey_responses/place-review-4495108) --- ### 19. [Qvantum](https://www.g2.com/products/qvantum/reviews) **Average Rating:** 4.1/5.0 **Total Reviews:** 18 **Product Description:** QVANTUM is an innovative business planning software that stands out for its efficiency and user-friendliness. With its cloud-based SaaS solution, companies eliminate the inaccuracies and risks of traditional spreadsheets, enabling decentralized, collaborative real-time planning to fully unlock business potential. Managers, controllers, and planning leads benefit from seamless integration into any organizational environment and immediate access to specialized features for operational and integrated financial planning. Customizable templates, such as those for P&L, personnel costs, sales, and cost centers, allow planning and forecasting processes to be optimized quickly and efficiently. Moving beyond Excel, smooth and efficient planning workflows become the new standard. Clients include renowned companies of all sizes and industries, such as SALOMON FoodWorld, ONSKINERY, and Coop Mineraloel. QVANTUM is a brand of Thinking Networks AG, a subsidiary of Buhl Data Service GmbH. www.getqvantum.com ### What Do G2 Reviewers Say About Qvantum? *AI-generated summary from verified user reviews* **Pros:** - Users find it easy to quickly extract insights, appreciating the **simplicity of understanding** Qvantum's data functionalities. - Users value the **efficiency** of Qvantum, swiftly transforming data insights into actionable outcomes. - Users highlight the **efficiency improvement** of Qvantum, enabling quick insights and actionable data conversion. - Users love the **quick data insights extraction** feature of Qvantum, making it easy to convert data into action. - Users value the **quick insight extraction** capabilities of Qvantum, enabling efficient conversion to actionable items. **Cons:** - Users find the **lack of advanced customization** in Qvantum limits their analytics capabilities and flexibility. - Users express concern over **limited customization** at an advanced analytics level, impacting their overall experience with Qvantum. #### What Are Recent G2 Reviews of Qvantum? **"[Qvantum - Transfrom data into valuable insights](https://www.g2.com/survey_responses/qvantum-review-10745825)"** **Rating:** 4.0/5.0 stars *— Verified User in Manufacturing* [Read full review](https://www.g2.com/survey_responses/qvantum-review-10745825) --- **"[Agil tool - easy to launch](https://www.g2.com/survey_responses/qvantum-review-7802404)"** **Rating:** 5.0/5.0 stars *— Karin I.* [Read full review](https://www.g2.com/survey_responses/qvantum-review-7802404) --- ### 20. [Grid](https://www.g2.com/products/withgrid/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 12 **Product Description:** From lead to invoice, track every dollar in SaaSGrid. SaaSGrid is the financial analytics platform built for B2B SaaS. We help companies like Scratchpad, Tecton, and Pearl track every dollar across their CRM, billing system, and ERP, providing real time and fully reconciled insights. SaaSGrid creates a single source of truth for pipeline, ARR, retention, revenue, and cash, and helps you present this data in beautiful, easy to share dashboards. ### What Do G2 Reviewers Say About Grid? *AI-generated summary from verified user reviews* **Pros:** - Users love the **easy integrations** with Hubspot and other tools, enhancing their data management experience. - Users highlight the **reporting efficiency** of SaaSGrid, appreciating its seamless integration and user-friendly dashboards. - Users appreciate the **automation of SaaS metrics tracking** , simplifying processes and enhancing data accessibility across teams. - Users value the **collaborative features** of SaaSGrid, enabling seamless insights across teams for enhanced decision-making. - Users value the **responsive customer support** of SaaSGrid, ensuring seamless problem-solving and continuous improvement. **Cons:** - Users find the recent shift to paid plans for those exceeding $1m in ARR to be **expensive** and limiting. - Users find the tool **slow at times** , impacting their ability to access forecasted metrics effectively. #### What Are Recent G2 Reviews of Grid? **"[Early-Stage SaaS Tool with Strong Potential](https://www.g2.com/survey_responses/grid-review-11394945)"** **Rating:** 4.0/5.0 stars *— Annie C.* [Read full review](https://www.g2.com/survey_responses/grid-review-11394945) --- **"[Incredible platform, incredible team — SaaSGrid is a must-have for serious SaaS operators](https://www.g2.com/survey_responses/grid-review-11388734)"** **Rating:** 5.0/5.0 stars *— Grant C.* [Read full review](https://www.g2.com/survey_responses/grid-review-11388734) --- ### 21. [Runway Financial](https://www.g2.com/products/runway-financial/reviews) **Average Rating:** 4.8/5.0 **Total Reviews:** 38 **Product Description:** Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage their financial operations and drive strategic decision-making with confidence. ### What Do G2 Reviewers Say About Runway Financial? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Runway Financial, benefiting from its intuitive dashboard and seamless integration. - Users rave about the **exceptional customer support** of Runway Financial, appreciating their quick responses and proactive solutions. - Users value the **easy integrations** of Runway Financial, enabling seamless data access and real-time insights effortlessly. - Users value the **ease of planning** with Runway, enabling effective analysis and real-time tracking of financial data. - Users love the **automation capabilities** of Runway, streamlining workflows and enhancing financial visibility effortlessly. **Cons:** - Users note a **difficult learning process** for Runway Financial, especially for beginners unfamiliar with SQL. - Users find the **steep learning curve** of Runway Financial challenging, especially for those unfamiliar with SQL. - Users find Runway Financial has a **steep learning curve** , especially for those without SQL knowledge, complicating onboarding. - Users find the **complexity of onboarding and formula customization** in Runway Financial can hinder the overall experience. - Users note a significant **learning curve** with Runway Financial, especially for those unfamiliar with SQL. #### What Are Recent G2 Reviews of Runway Financial? **"[Incredibly Flexible and Fun Finance Copilot](https://www.g2.com/survey_responses/runway-financial-review-10872438)"** **Rating:** 4.0/5.0 stars *— Brian L.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-10872438) --- **"[From Sheets to Real-Time Insights](https://www.g2.com/survey_responses/runway-financial-review-11242357)"** **Rating:** 4.5/5.0 stars *— Steven S.* [Read full review](https://www.g2.com/survey_responses/runway-financial-review-11242357) --- ### 22. [Farseer](https://www.g2.com/products/farseer/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 8 **Product Description:** Farseer is an enterprise-grade financial planning and performance management platform built for enterprise organizations that need to plan, forecast, and collaborate with speed and precision. Unlike rigid FP&A tools or error-prone spreadsheets, Farseer is designed for scale and flexibility. At the core is our proprietary in-memory calculation engine, Rama, purpose-built for multidimensional financial modeling. Rama processes complex scenarios and simulations in real time, without lag or loss of accuracy. On top of this foundation, we have introduced Farseer AI. Agentic capabilities automate repetitive finance tasks, run continuous scenario testing, and deliver proactive insights directly to decision makers. Finance teams can interact with Farseer AI through natural language, including WhatsApp, to access reports, trigger forecasts, or ask questions on the go. Farseer enables a shift from static planning to dynamic, continuous forecasting and scenario modeling. It drives better decisions, faster execution, and alignment across departments. What sets us apart is real-time collaboration, driver-based planning for accurate forecasting and what-if analysis, lightning-fast performance even on large models, and a modern UX built for finance users. ### What Do G2 Reviewers Say About Farseer? *AI-generated summary from verified user reviews* **Pros:** - Users find Farseer to be **very easy to use** , enhancing their financial planning and reporting processes significantly. - Users value the **Excel integration** of Farseer, as it simplifies data handling and enhances workflow efficiency. - Users value the **extensive customization options** of Farseer, tailoring the software to their specific planning needs. - Users value Farseer's **efficiency** , noting faster planning and reporting with reduced errors, simplifying the budgeting process. - Users enjoy the **Excel-like functionality** of Farseer, enhancing productivity and streamlining their budgeting processes. **Cons:** - Users find the **missing features** of Farseer, like no undo option, to be significant drawbacks to their experience. - Users find that the **complexity of some models** limits automation potential, impacting overall efficiency and usability. - Users find that the **complex modeling** in Farseer can lead to longer load times and lack of undo functionality. - Users find the **difficult setup** of Farseer challenging, though performance improves once models are configured. - Users find the **lack of automation** frustrating, stemming from overly complex model setups rather than the software itself. #### What Are Recent G2 Reviews of Farseer? **"[Great software for planning](https://www.g2.com/survey_responses/farseer-review-11883484)"** **Rating:** 4.5/5.0 stars *— Martina B.* [Read full review](https://www.g2.com/survey_responses/farseer-review-11883484) --- **"[Tailor-Made Solution That Fits Our Needs Perfectly](https://www.g2.com/survey_responses/farseer-review-11882053)"** **Rating:** 4.5/5.0 stars *— Marko O.* [Read full review](https://www.g2.com/survey_responses/farseer-review-11882053) --- ### 23. [Oracle Cloud EPM Profitability and Cost Management](https://www.g2.com/products/oracle-cloud-epm-profitability-and-cost-management/reviews) **Average Rating:** 4.0/5.0 **Total Reviews:** 12 **Product Description:** Oracle Profitability and Cost Management Cloud includes robust data management capabilities that enable business users to easily map financial and operational data together. ### What Do G2 Reviewers Say About Oracle Cloud EPM Profitability and Cost Management? *AI-generated summary from verified user reviews* **Pros:** - Users commend the **cloud-based performance and reporting capabilities** of Oracle Cloud EPM for effective planning and budgeting. - Users value the **performance and reporting capabilities** of Oracle Cloud EPM for effective financial management. #### What Are Recent G2 Reviews of Oracle Cloud EPM Profitability and Cost Management? **"[Cloud based and fully integrated](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-6505511)"** **Rating:** 5.0/5.0 stars *— chaitanya N.* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-6505511) --- **"[Bob Review](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-8640507)"** **Rating:** 5.0/5.0 stars *— Bob B.* [Read full review](https://www.g2.com/survey_responses/oracle-cloud-epm-profitability-and-cost-management-review-8640507) --- #### What Are G2 Users Discussing About Oracle Cloud EPM Profitability and Cost Management? - [What is Oracle Profitability and Cost Management Cloud used for?](https://www.g2.com/discussions/what-is-oracle-profitability-and-cost-management-cloud-used-for) ### 24. [SAS Intelligent Performance Management](https://www.g2.com/products/sas-intelligent-performance-management/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 16 **Product Description:** Helps you report, manage and improve the financial performance of your entire organization. ### What Do G2 Reviewers Say About SAS Intelligent Performance Management? *AI-generated summary from verified user reviews* **Pros:** - Users find the **ease of use** of SAS Intelligent Performance Management valuable for data management and reporting tasks. - Users appreciate the **budgeting management** features of SAS Intelligent Performance Management, finding it easy and beneficial for data handling. - Users appreciate the **ease of use and effective data management** provided by SAS Financial Management for budgeting and forecasting. - Users highlight the **accuracy of data** in SAS Intelligent Performance Management, enhancing their reporting experience and decision-making. **Cons:** - Users suggest that **downloading templates and layout improvements** are needed for better usability and efficiency. - Users face **challenges with integration and data migration** that complicate their experience, despite the product's overall quality. - Users feel the **detail issues** in SAS Intelligent Performance Management lead to unnecessary complexity and clutter in the layout. - Users face **integration difficulties** and challenges in migrating existing data, impacting their overall experience with the product. #### What Are Recent G2 Reviews of SAS Intelligent Performance Management? **"[Granular Insights That Empower Better Decision-Making](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219)"** **Rating:** 5.0/5.0 stars *— Andres B.* [Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12717219) --- **"[IPM Makes Managing Large Data Sets Fast and Efficient](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238)"** **Rating:** 5.0/5.0 stars *— Verified User in Financial Services* [Read full review](https://www.g2.com/survey_responses/sas-intelligent-performance-management-review-12706238) --- #### What Are G2 Users Discussing About SAS Intelligent Performance Management? - [What are the elements of financial management systems?](https://www.g2.com/discussions/sas-financial-management-what-are-the-elements-of-financial-management-systems) - [What are the elements of financial management systems?](https://www.g2.com/discussions/what-are-the-elements-of-financial-management-systems) - [What is financial management software?](https://www.g2.com/discussions/sas-financial-management-what-is-financial-management-software) - 1 comment ### 25. [Basis](https://www.g2.com/products/basis-basis/reviews) **Average Rating:** 4.9/5.0 **Total Reviews:** 12 **Product Description:** Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and dashboards. #### What Are Recent G2 Reviews of Basis? **"[A must-have for finance!](https://www.g2.com/survey_responses/basis-review-8003863)"** **Rating:** 5.0/5.0 stars *— Allison L.* [Read full review](https://www.g2.com/survey_responses/basis-review-8003863) --- **"[Next level FP&A! Basis is a must have if you're ready to level up your company finances.](https://www.g2.com/survey_responses/basis-review-7889241)"** **Rating:** 5.0/5.0 stars *— Matt G.* [Read full review](https://www.g2.com/survey_responses/basis-review-7889241) --- ## 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**