# Best Enterprise FP&A Software *By [Nathan Calabrese](https://research.g2.com/insights/author/nathan-calabrese)* Products classified in the overall FP&A (Financial Planning & Analysis) category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business FP&A (Financial Planning & Analysis) to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business FP&A (Financial Planning & Analysis) category. In addition to qualifying for inclusion in the FP&A Software category, to qualify for inclusion in the Enterprise Business FP&A Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business. ## How Many FP&A Software Products Does G2 Track? **Total Products under this Category:** 269 ### 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 - 269+ Products - Unbiased Rankings G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category. ## 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 (222 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 (468 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 (323 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 (2,128 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 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%3D4&secure%5Btoken%5D=4bd4ba127e3d7c273bc8a3dabf93c59e77f3f06540d7bcd16177ef961e8ae74b&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. [Anaplan](https://www.g2.com/products/anaplan/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 392 **Product Description:** Anaplan is the only scenario planning and analysis platform designed to optimize decision-making in today’s complex business environment so that enterprises can outpace their competition and the market. By building connections and collaboration across organizational silos, the platform intelligently surfaces key insights — so businesses can make the right decisions, right now.​ More than 2,400 of the world’s best brands continually optimize their decision-making by planning with Anaplan. G2 categories include: Corporate Performance Management, Budgeting & Forecasting, Compensation Management, Financial Close, Sales & Ops Planning, Sales Performance Management, Sales Planning, Supply Chain Planning, and Workforce Management. ### What Do G2 Reviewers Say About Anaplan? *AI-generated summary from verified user reviews* **Pros:** - Users find Anaplan to be **very easy to use** , thanks to its intuitive interface and seamless integration capabilities. - Users value the **flexibility** of Anaplan, allowing customization and adaptation to diverse business needs effectively. - Users value Anaplan's **user-friendly interface** and customization options, enhancing a wide range of planning applications. - Users value the **efficiency** of Anaplan, enabling quick decision-making and seamless integration across business functions. - Users value the **ease of use and scalability** of Anaplan, enhancing their planning and decision-making processes. **Cons:** - Users experience **performance limitations** and costly licensing issues with Anaplan, impacting overall usability and scalability. - Users are frustrated with the **lack of essential features** in Anaplan, hindering usability and efficiency. - Users note a **steep learning curve** for mastering Anaplan, requiring significant time and expertise for full potential. - Users experience **performance issues** with Anaplan, particularly citing slow recalculations and workspace limitations affecting usability. - Users find the **lack of features** in Anaplan limits its usability and necessitates reliance on other tools. #### What Are Recent G2 Reviews of Anaplan? **"[Anaplan’s Real-Time Calculations Are a Game-Changer](https://www.g2.com/survey_responses/anaplan-review-12677648)"** **Rating:** 5.0/5.0 stars *— Tony V.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12677648) --- **"[Real-Time, Flexible Modeling That Speeds Up Decision-Making](https://www.g2.com/survey_responses/anaplan-review-12715706)"** **Rating:** 4.0/5.0 stars *— Alex P.* [Read full review](https://www.g2.com/survey_responses/anaplan-review-12715706) --- #### What Are G2 Users Discussing About Anaplan? - [What is Fluence Technologies used for?](https://www.g2.com/discussions/what-is-fluence-technologies-used-for) - 1 comment - [How is anaplan different?](https://www.g2.com/discussions/how-is-anaplan-different) - 6 comments - [Is anaplan any good?](https://www.g2.com/discussions/is-anaplan-any-good) - 1 comment ### 2. [IBM Planning Analytics](https://www.g2.com/products/ibm-planning-analytics/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 222 **Product Description:** IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes, enabling real-time analysis on a single governed platform. Eliminate manual models, spot risks sooner, and make decisions that keep your numbers ahead of the trends. Designed for finance and business operations leaders across Finance, Supply Chain, HR, Marketing, Sales, and beyond, IBM Planning Analytics helps eliminate inefficient and error-prone planning processes by connecting financial and operational plans. Automate data integration, analysis, and collaboration for greater agility across the business. Key Capabilities: Integrated Planning: Connect financial and operational plans using a governed source of truth under a single license, unifying teams and accelerating planning cycles. Performance Tracking: Monitor, analyze, and communicate performance with interactive dashboards, personalized reports, and a native spreadsheet experience for trusted, real-time insights. AI-Powered Forecasting: Improve speed and accuracy of forecasts with built-in AI, enabling smarter scenario modeling and predictive insights. Collaborative Decision-Making: Increase participation and streamline workflows by lowering the skill barrier with a generative AI assistant, driving faster, more informed decisions. Bring collaborative, AI-powered business planning to your organization starting at $825/month for 5 users. ### What Do G2 Reviewers Say About IBM Planning Analytics? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **efficiency** of IBM Planning Analytics, enabling fast financial planning and streamlined decision-making. - Users value the **planning efficiency** of IBM Planning Analytics, enjoying seamless creation of KPIs and autonomous workflows. - Users appreciate the **real-time data analysis and user-friendly interface** of IBM Planning Analytics for faster decision-making. - Users appreciate the **ease of use** of IBM Planning Analytics, enjoying its seamless navigation and user-friendly interface. - Users commend the **forecasting accuracy** of IBM Planning Analytics, enabling efficient decision-making and streamlined budget processes. **Cons:** - Users face a **steep learning curve** with IBM Planning Analytics, making setup and adjustments challenging without technical support. - Users note a **steep learning curve** with IBM Planning Analytics, making initial setup and effective navigation challenging for newcomers. - Users face a **steep learning curve** with IBM Planning Analytics, making setup and usability challenging for new users. - Users face a **difficult learning curve** with IBM Planning Analytics, requiring significant training and technical knowledge. - Users find the **complexity** of IBM Planning Analytics challenging, especially during initial setup and for newcomers. #### Key Features - Budgeting - Collaboration - Variance Analysis - Optimization - Data Import #### What Are Recent G2 Reviews of IBM Planning Analytics? **"[Powerful Planning & Forecasting With Fast Updates and Smooth Excel Integration](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783)"** **Rating:** 4.5/5.0 stars *— Himanshu J.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12648783) --- **"[Robust, Efficient Yet Complex for New Users](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559)"** **Rating:** 4.0/5.0 stars *— Jeanpierre L.* [Read full review](https://www.g2.com/survey_responses/ibm-planning-analytics-review-12802559) --- #### What Are G2 Users Discussing About IBM Planning Analytics? - [What is IBM Planning Analytics with Watson used for?](https://www.g2.com/discussions/what-is-ibm-planning-analytics-with-watson-used-for) - [How do you upgrade planning analytics workspace?](https://www.g2.com/discussions/how-do-you-upgrade-planning-analytics-workspace) - [What is planning analytics for Excel?](https://www.g2.com/discussions/what-is-planning-analytics-for-excel) ### 3. [OneStream - Unified EPM](https://www.g2.com/products/onestream-unified-epm/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 146 **Product Description:** OneStream empowers today's CFOs, Controllers, and finance executives to go beyond traditional reporting and drive future-ready strategies with a comprehensive Enterprise Performance Management (EPM) / Corporate Performance Management (CPM) platform. By unifying all financial and operational data on a single, extensible platform, OneStream enables finance teams to accelerate financial consolidation and close, streamline planning and forecasting, and harness AI to convert complex data into impactful business strategies. With over 1,700 customers, including 15% of the Fortune 500, more than 280+ go-to-market, implementation, and development partners and approximately 1,400 employees, our vision is to be the operating system for modern finance. Platform Overview and Key Capabilities: OneStream unifies essential financial functions—from financial consolidation to AI-driven planning and analytics—all in one place. The platform supports rapid planning and forecasting, enhances productivity, and adapts to your business's evolving needs without accumulating technical debt. Key capabilities include: • Financial Consolidation: Uniquely unify financial data quality management with prebuilt capabilities to support US GAAP, IFRS, intercompany eliminations, foreign exchange, currency translation and cash flow and provides insights into acquisitions. Advanced foreign exchange and cash flow calculations. • Financial Close & Reporting: Simplify financial close processes with a single trial balance and workflow across account reconciliations, transaction matching, interactive dashboards, MSFT Certified Power BI Connector, narrative reporting, statutory reporting, management reporting, and MSFT Excel and PowerPoint integrations. • Compliance, Tax, and ESG Reporting: Meet regulatory requirements, streamline tax provisions, and address environmental, social, and governance (ESG) reporting with ease. • Financial Planning & Analysis (FP&A): Comprehensive financial planning, budgeting, and forecasting prebuilt capabilities, including scenario analysis, driver-based planning, top-down and bottom-up forecasting, and strategic planning at every level of your business. • AI-Powered Integrated Business Planning: Create touchless forecasts across your products and operations with demand forecasting, workforce planning, sales performance management and capital planning to unify your teams, drive collaboration and steer business performance. • Profitability & Cost Analysis: Perform detailed profitability analysis to inform resource allocation and optimize financial outcomes. ### What Do G2 Reviewers Say About OneStream - Unified EPM? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **user-friendly interface** of OneStream, making it easy to learn and troubleshoot. - Users value the **flexibility and extensibility** of OneStream for efficient data management across diverse needs. - Users value the **flexibility** of OneStream, appreciating its versatility and seamless integration with other software solutions. - Users value the **flexible reporting capabilities** of OneStream, which connect various departments to a single database effectively. - Users appreciate the **extreme versatility** of OneStream, enabling tailored solutions for diverse financial needs on a unified platform. **Cons:** - Users find the **learning difficulty** challenging, especially due to the steep learning curve and complex Business Rules. - Users find the **steep learning curve** challenging, especially for non-technical individuals, despite available training resources. - Users find the **learning curve steep** and the system difficult to master, especially for non-technical individuals. - Users find the **complexity** of OneStream challenging, especially in dashboarding and writing Business Rules without prior knowledge. - Users face **dashboard limitations** in OneStream, making performance and customization more challenging than expected. #### Key Features - Forecasting - Data Analysis - Collaboration - Budget Hierarchies - Adjustments #### What Are Recent G2 Reviews of OneStream - Unified EPM? **"[AVP, Engineering](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812)"** **Rating:** 4.0/5.0 stars *— Damaris D.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-12716812) --- **"[OneStream Review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983)"** **Rating:** 5.0/5.0 stars *— Tahir H.* [Read full review](https://www.g2.com/survey_responses/onestream-unified-epm-review-7860983) --- #### What Are G2 Users Discussing About OneStream - Unified EPM? - [What does OneStream XF stand for?](https://www.g2.com/discussions/what-does-onestream-xf-stand-for) - 2 comments - [What is OneStream Excel add in?](https://www.g2.com/discussions/what-is-onestream-excel-add-in) - 1 comment - [Is OneStream an ERP?](https://www.g2.com/discussions/is-onestream-an-erp) - 2 comments ### 4. [Workiva](https://www.g2.com/products/workiva-workiva/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 2,128 **Product Description:** Workiva Inc. (NYSE:WK) is on a mission to power transparent reporting for a better world. We build and deliver the world’s leading regulatory, financial, and ESG reporting solutions to meet stakeholder demands for action, transparency, and disclosure of financial and non-financial data. Our cloud-based platform simplifies the most complex reporting and disclosure challenges by streamlining processes, connecting data and teams, and ensuring consistency. Learn more at workiva.com. Follow Workiva on LinkedIn: www.linkedin.com/company/workiva Like Workiva on Facebook: www.facebook.com/workiva ### What Do G2 Reviewers Say About Workiva? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workiva, finding it intuitive and efficient for managing information. - Users enjoy the **efficient collaboration** features of Workiva, enhancing teamwork and streamlining the reporting process. - Users appreciate the **real-time collaboration** features in Workiva, enhancing efficiency and teamwork in reporting tasks. - Users appreciate the **user-friendly features** of Workiva, especially for streamlining financial reporting and enhancing efficiency. - Users value Workiva's **enhanced efficiency** , making risk assessments and document approvals significantly smoother and more manageable. **Cons:** - Users find the **missing features** of Workiva limit functionality and integration, affecting efficiency and reporting capabilities. - Users find the **limited functionality** of Workiva, especially in basic editing and features, can hinder efficiency. - Users find that a **steep learning curve** is necessary to effectively navigate and utilize Workiva's features. - Users find the **learning difficulty** of Workiva challenging, requiring time to grasp its modules and navigate the platform. - Users find the **limitations in office integration** and missing features like pivot tables frustrating compared to Excel. #### What Are Recent G2 Reviews of Workiva? **"[Streamlined Reporting with Excel Integration](https://www.g2.com/survey_responses/workiva-review-12603376)"** **Rating:** 4.5/5.0 stars *— Michelle L.* [Read full review](https://www.g2.com/survey_responses/workiva-review-12603376) --- **"[Streamlined Reporting with Room for Improvement](https://www.g2.com/survey_responses/workiva-review-4678942)"** **Rating:** 4.0/5.0 stars *— Chad B.* [Read full review](https://www.g2.com/survey_responses/workiva-review-4678942) --- ### 5. [Planful](https://www.g2.com/products/planful/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 487 **Product Description:** Planful is the pioneer of financial performance management cloud software. The Planful platform, which helps businesses drive peak financial performance, is used around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and analytics. Planful’s award-winning AI capabilities accelerate decision-making, helping Planful users in over 100 countries to close faster, accelerate cycle times, increase productivity, and improve accuracy. Planful is a private company with more than 1,500 customers, including Bose, Boston Red Sox, Five Guys, Grafton Plc, Gousto, and Specialized, and is backed by Vector Capital, a leading global private equity firm. Learn more at Planful.com. ### What Do G2 Reviewers Say About Planful? *AI-generated summary from verified user reviews* **Pros:** - Users find Planful's **ease of use** exceptional, enabling budget management and reporting without IT assistance. - Users value the **streamlined reporting capabilities** of Planful, enhancing efficiency and strategic analysis in financial management. - Users value the **streamlined reporting efficiency** of Planful, which enhances focus on strategic financial analysis. - Users value the **automation capabilities** of Planful, enabling efficient reporting and data analysis without manual input. - Users value the **centralized data storage** and **ease of use** of Planful, enhancing collaboration and efficiency. **Cons:** - Users face a **steep learning curve** with Planful, finding initial setup complex and challenging to navigate. - The **steep learning curve** of Planful poses challenges for new users during initial setup and understanding. - Users feel that there are **missing features** , particularly in reporting options and dashboard access limitations. - Users find Planful to be **not intuitive** , facing a steep learning curve and complex implementation hurdles. - Users note **improvements needed** in Planful's implementation process, reporting capabilities, and overall user experience due to complexity. #### Key Features - Budgeting - Data Analysis - Scorecards - Data Import - Historical Data #### What Are Recent G2 Reviews of Planful? **"[Customize with Ease, But Support Needs Improvement](https://www.g2.com/survey_responses/planful-review-12707843)"** **Rating:** 4.0/5.0 stars *— Carter O.* [Read full review](https://www.g2.com/survey_responses/planful-review-12707843) --- **"[A User‑Friendly FP&A Platform with Strong Reporting Capabilities](https://www.g2.com/survey_responses/planful-review-12576630)"** **Rating:** 5.0/5.0 stars *— Verified User in Higher Education* [Read full review](https://www.g2.com/survey_responses/planful-review-12576630) --- #### What Are G2 Users Discussing About Planful? - [What is Planful used for?](https://www.g2.com/discussions/what-is-planful-used-for) ### 6. [CCH Tagetik](https://www.g2.com/products/cch-tagetik/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 71 **Product Description:** 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. ### What Do G2 Reviewers Say About CCH Tagetik? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of CCH Tagetik, making financial management straightforward and efficient. - Users appreciate the **enhanced efficiency** of CCH Tagetik, simplifying budget forecasting and improving overall financial management. - Users commend CCH Tagetik's **robust efficiency and user-friendly features** , simplifying financial processes and enhancing forecasting tasks. - Users appreciate the **powerful reporting features** of CCH Tagetik, enabling efficient and collaborative corporate reporting. - Users commend the **efficiency of data management** in CCH Tagetik, enhancing accuracy and streamlining financial processes. **Cons:** - Users find the **learning curve steep** , requiring significant training to navigate the complex interface effectively. - Users find CCH Tagetik to have a **learning difficulty** due to its complex interface and technical setup process. - Users find the **initial setup and interface complexity** of CCH Tagetik frustrating, requiring extensive training and effort. - Users find the **complex usability** of CCH Tagetik requires significant effort, making implementation and learning challenging. - Users find the **initial setup complex** , requiring extensive effort and training to navigate effectively. #### What Are Recent G2 Reviews of CCH Tagetik? **"[Streamlined Financial Planning with Robust Features, Steep Learning Curve](https://www.g2.com/survey_responses/cch-tagetik-review-12017652)"** **Rating:** 4.5/5.0 stars *— Charles M.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12017652) --- **"[CCH Tagetik – Personal Feedback](https://www.g2.com/survey_responses/cch-tagetik-review-12761012)"** **Rating:** 5.0/5.0 stars *— Dawid N.* [Read full review](https://www.g2.com/survey_responses/cch-tagetik-review-12761012) --- #### What Are G2 Users Discussing About CCH Tagetik? - [What is Wolters Kluwer CCH® Tagetik Supply Chain Planning used for?](https://www.g2.com/discussions/what-is-wolters-kluwer-cch-tagetik-supply-chain-planning-used-for) ### 7. [Vena](https://www.g2.com/products/vena/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 468 **Product Description:** Vena is an agentic AI-powered Complete FP&A platform that fully amplifies the Microsoft technology ecosystem with native integrations and product innovation to make it easy for anyone to independently access FP&A capabilities, expertise and insights within their natural flow of work. Over 2,000 companies of all sizes use Vena's award-winning platform to accelerate budget cycles, planning processes, financial and business-wide reporting and more. Vena is perfect for finance and accounting teams looking for flexible and easy-to-use Excel-based FP&A platform that can be implemented quickly. Try an interactive product tour: https://www.venasolutions.com/product-tours-hub Get a free demo: https://www.venasolutions.com/request-a-demo G2 categories include: Corporate Performance Management (CPM) Software, Budgeting and Forecasting Software, Financial Close Software, Sales Performance Management Software and more. ### What Do G2 Reviewers Say About Vena? *AI-generated summary from verified user reviews* **Pros:** - Users value the **user-friendly interface** of Vena, which streamlines planning and forecasting tasks effectively. - Users value the **seamless Excel integration** of Vena, enhancing report creation and streamlining financial processes effortlessly. - Users value the **seamless integration with Microsoft Excel** , enhancing financial planning and maintaining operational efficiency. - Users value the **familiarity and reliability** of Vena's user interface, making it great for accounts and finance. - Users appreciate the **ease of reporting** with Vena's Excel-based system, enabling efficient creation and management of reports. **Cons:** - Users find the **learning difficulty** of Vena challenging, especially for those without financial planning backgrounds. - Users note a challenging **learning curve** with Vena, making it less user-friendly for newcomers and non-professionals. - Users note a **steep learning curve** with Vena, as initial setup can be complex and requires significant training. - Users find the **difficult learning** curve challenging, especially with complex features and limited staff time for training. - Users face a **challenging setup difficulty** with Vena, often requiring additional support and experiencing delays in implementation. #### What Are Recent G2 Reviews of Vena? **"[Streamlined Data Analysis with Excel-Based Integration](https://www.g2.com/survey_responses/vena-review-12798457)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/vena-review-12798457) --- **"[Endless Solution for Finance professionals](https://www.g2.com/survey_responses/vena-review-9663699)"** **Rating:** 5.0/5.0 stars *— Mohamed S.* [Read full review](https://www.g2.com/survey_responses/vena-review-9663699) --- ### 8. [Workday Adaptive Planning](https://www.g2.com/products/workday-adaptive-planning/reviews) **Average Rating:** 4.3/5.0 **Total Reviews:** 301 **Product Description:** Workday Adaptive Planning gives finance and business leaders limitless decision intelligence with AI‑powered planning, forecasting, and reporting. The platform connects live data from any combination of ERP, HR, CRM, operational systems, and cloud data platforms—whether or not they run on Workday—into a single planning model, so organizations can see the impact of decisions across the business before they commit. Patented Elastic Hypercube Technology (EHT) powers a high‑performance in‑memory engine that calculates complex, high‑dimensional scenarios in real time, while the Planning Agent turns those models into plain‑language explanations and recommendations, all within a responsible AI framework, zero‑retention approach, and enterprise‑grade security. ### What Do G2 Reviewers Say About Workday Adaptive Planning? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Workday Adaptive Planning, enjoying smooth management and quick resource utilization. - Users appreciate the **efficiency** of Workday Adaptive Planning, praising its speed and accuracy in managing business forecasts. - Users appreciate the **integration of planning capabilities** in Workday Adaptive Planning, enhancing collaboration and efficiency across teams. - Users appreciate the **flexibility and ease of use** of Workday Adaptive Planning, enabling fast, accurate forecasting and collaboration. - Users appreciate the **structure, flexibility, and transparency** of Workday Adaptive Planning for efficient financial forecasting and collaboration. **Cons:** - Users find the **complexity** of Workday Adaptive Planning challenging, especially for new users and data integration. - Users find the **complex setup** of Workday Adaptive Planning to be a significant barrier, complicating data integration and usage. - Users find the **learning difficulty** of Workday Adaptive Planning a barrier due to its complex integration and setup processes. - Users face a **steep learning curve** with Workday Adaptive Planning, making efficient use challenging for new users. - Users find **difficult customization** in Workday Adaptive Planning to be time-consuming, especially for those with unique requirements. #### What Are Recent G2 Reviews of Workday Adaptive Planning? **"[Makes Budgeting Easier and Replaces Complex Spreadsheets](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059)"** **Rating:** 4.0/5.0 stars *— Shrutika P.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12694059) --- **"[Efficient and flexible solution for financial planning and forecasting](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318)"** **Rating:** 4.0/5.0 stars *— Dharamveer p.* [Read full review](https://www.g2.com/survey_responses/workday-adaptive-planning-review-12737318) --- #### What Are G2 Users Discussing About Workday Adaptive Planning? - [What is Workday Adaptive Planning used for?](https://www.g2.com/discussions/what-is-workday-adaptive-planning-used-for) - 2 upvotes - [Does workday do workforce planning?](https://www.g2.com/discussions/does-workday-do-workforce-planning) - 1 comment ### 9. [Board](https://www.g2.com/products/board/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 300 **Product Description:** Board is the Enterprise Planning Platform built to accelerate business performance and enable continuous planning with greater forecast accuracy to drive confident, aligned decisions. Its fully integrated planning solution spans the entire enterprise, delivering value for financial and operational planning in one unified platform. Using internal data and expert-curated external indicators, Board provides real-time visibility into your business. Board offers the most flexible, collaborative and adaptive user experience, powering executive dashboards and analytic capabilities that allows clear explanation and interpretation delivered through generative AI. This allows organizations to respond in an agile manner: capitalize on opportunities, optimize resources and mitigate risks. ### What Do G2 Reviewers Say About Board? *AI-generated summary from verified user reviews* **Pros:** - Users find BOARD to be **easy to use** , allowing for customizable solutions and efficient report generation. - Users value the **flexibility** of BOARD, enabling them to create customized solutions that fit unique business needs. - Users value the **flexibility and scalability** of Board, appreciating its seamless integration and ease of use. - Users value the **efficiency** of BOARD, seamlessly handling Sales, Operations, and Merchandising from one platform. - Users value the **customization capabilities** of BOARD, allowing tailored solutions that align with organizational workflows and culture. **Cons:** - Users experience **slow performance** with complex data, particularly during initial setup and when handling larger datasets. - Users find the **steep learning curve** of Board challenging, often hindering the ability to utilize its features effectively. - Users find the **missing features** in report creation and computations limit the effectiveness of Board. - Users experience **poor visualization** and slowness issues with complex data, impacting their overall efficiency and productivity. - Users find the **complexity** of Board's setup and features can lead to slow performance and integration challenges. #### What Are Recent G2 Reviews of Board? **"[Quick, Very Flexibly and Ease-to-use Planning Tool](https://www.g2.com/survey_responses/board-review-7273494)"** **Rating:** 5.0/5.0 stars *— Verified User in Glass, Ceramics & Concrete* [Read full review](https://www.g2.com/survey_responses/board-review-7273494) --- **"[Almost Unlimited Flexibility Across Data Models, Workflows, and Reports](https://www.g2.com/survey_responses/board-review-12625234)"** **Rating:** 4.5/5.0 stars *— Peter T.* [Read full review](https://www.g2.com/survey_responses/board-review-12625234) --- #### What Are G2 Users Discussing About Board? - [What is Board used for?](https://www.g2.com/discussions/what-is-board-used-for) - 1 upvote ### 10. [SAP Analytics Cloud](https://www.g2.com/products/sap-analytics-cloud/reviews) **Average Rating:** 4.2/5.0 **Total Reviews:** 747 **Product Description:** With the SAP Analytics Cloud solution, you can bring together analytics and planning with unique integration to SAP applications and smooth access to heterogenous data sources. As the analytics and planning solution within SAP Business Technology Platform, SAP Analytics Cloud supports trusted insights and integrated planning processes enterprise-wide to help you make decisions without doubt. ### What Do G2 Reviewers Say About SAP Analytics Cloud? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** in SAP Analytics Cloud, allowing quick and intuitive access to insights. - Users appreciate the **seamless integration and advanced analytics** capabilities of SAP Analytics Cloud for enhanced data management. - Users value the **strong visualization capabilities** of SAP Analytics Cloud, enhancing storytelling and effective communication of data insights. - Users value the **easy integrations** of SAP Analytics Cloud, enhancing collaboration and streamlining workflows across their organization. - Users find the **integration and comprehensive analytics capabilities** of SAP Analytics Cloud invaluable for effective planning and decision-making. **Cons:** - Users experience **slow performance** when using large datasets, impacting efficiency and usability of SAP Analytics Cloud. - Users face a **steep learning curve** with SAP Analytics Cloud, needing training to utilize its powerful features effectively. - Users find a **steep learning curve** , making it challenging for newcomers to fully utilize SAP Analytics Cloud's features. - Users face **performance issues** with SAP Analytics Cloud, particularly when handling large datasets and complex calculations. - Users experience **performance issues with large datasets** , which can hinder their overall analytical capabilities in SAP Analytics Cloud. #### What Are Recent G2 Reviews of SAP Analytics Cloud? **"[SAP Analytics Cloud Clean Dashboards and Powerful Real Time Analytics in One Place](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514)"** **Rating:** 5.0/5.0 stars *— Muzammil M.* [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-12817514) --- **"[Powerful all-in-one analytics and planning tool](https://www.g2.com/survey_responses/sap-analytics-cloud-review-11882259)"** **Rating:** 5.0/5.0 stars *— Vusala J.* [Read full review](https://www.g2.com/survey_responses/sap-analytics-cloud-review-11882259) --- #### What Are G2 Users Discussing About SAP Analytics Cloud? - [What is SAP Analytics Cloud used for?](https://www.g2.com/discussions/what-is-sap-analytics-cloud-used-for) - 2 comments - [What is SAP Lumira used for?](https://www.g2.com/discussions/sap-lumira-what-is-sap-lumira-used-for) - 1 comment, 1 upvote - [What is SAP Analytics Hub used for?](https://www.g2.com/discussions/what-is-sap-analytics-hub-used-for) - 1 comment ### 11. [Datarails](https://www.g2.com/products/datarails/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 323 **Product Description:** Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace. With 600+ integrations across accounting, ERP, CRM, banking, and HRIS systems, it automatically consolidates data into a single source of truth so finance teams can spend less time collecting information and more time analyzing it. Easy to use and built to fit the way finance teams work, Datarails supports existing workflows while strengthening visibility, controls, and collaboration. By removing manual tasks and unifying financial operations, it helps the CFO’s office deliver faster reporting, more accurate insights, and confident, data-driven decisions. ### What Do G2 Reviewers Say About Datarails? *AI-generated summary from verified user reviews* **Pros:** - Users value the **ease of use** of Datarails, finding it intuitive for generating reports and managing data. - Users appreciate the **reporting efficiency** of Datarails, which streamlines financial reporting and simplifies data consolidation. - Users appreciate the **Excel Integration** of Datarails, enabling seamless work with familiar tools while managing data efficiently. - Users value the **efficient data consolidation** offered by Datarails, significantly improving financial reporting accuracy and ease. - Users praise Datarails for its **remarkable efficiency** , streamlining data processes and reducing manual workload significantly. **Cons:** - Users find the **learning difficulty** of Datarails challenging at first, especially with complex functionalities and data sources. - Users face a **steep learning curve** initially due to the platform's complexity and extensive reporting features. - Users find **missing features** like limited export options and convoluted custom column creation hinder their experience with Datarails. - Users encounter a **steep learning curve** with Datarails, requiring training and adjustment to navigate effectively. - Users often face **complexity in the backend** of Datarails, making initial troubleshooting and data tracing challenging. #### Key Features - Planning - Collaboration - Consolidation - Historical Data - Forward Looking #### What Are Recent G2 Reviews of Datarails? **"[Datarails Streamlines Financial Reporting with Powerful Dashboards and Excel Integration](https://www.g2.com/survey_responses/datarails-review-12804837)"** **Rating:** 5.0/5.0 stars *— Monica P.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12804837) --- **"[Efficient Financial Reviews with Seamless Integration and Incredible Support](https://www.g2.com/survey_responses/datarails-review-12783450)"** **Rating:** 4.5/5.0 stars *— Donavan L.* [Read full review](https://www.g2.com/survey_responses/datarails-review-12783450) --- #### What Are G2 Users Discussing About Datarails? - [What do you like most about Datarails for financial planning, and what features do you find most valuable?](https://www.g2.com/discussions/what-do-you-like-most-about-datarails-for-financial-planning-and-what-features-do-you-find-most-valuable) ### 12. [Prophix Software](https://www.g2.com/products/prophix-software/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 218 **Product Description:** Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform that unifies budgeting, forecasting, reporting, and financial close and consolidation in one secure SaaS solution. Powered by Prophix One Intelligence (AI), the platform automates data preparation, identifies anomalies, and delivers actionable insights. Built-in workflows and configurable templates are designed to accelerate implementation and enable faster time to value. The user interface is tailored for finance professionals, supporting adoption without requiring extensive technical expertise while maintaining enterprise-grade security and controls. With nearly four decades of innovation and more than 3,000 customers across over 100 countries, Prophix is trusted partner to organizations managing complex financial processes at scale. ### What Do G2 Reviewers Say About Prophix Software? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **ease of use** of Prophix Software, enjoying its user-friendly design and flexibility for in-house management. - Users value the **efficient reporting capabilities** of Prophix, enhancing flexibility and reducing workflow bottlenecks. - Users praise Prophix Software for its **efficient financial management** , enhancing reporting, onboarding, and dynamic data analysis. - Users benefit from the **time-saving features** of Prophix Software, streamlining budgeting and reporting processes effectively. - Users benefit from the **automation of data consolidation** in Prophix, enhancing accuracy and accessibility for financial reporting. **Cons:** - Users often face a **steep learning curve** with Prophix Software, requiring significant time and training for effective use. - Users report a **steep learning curve** with Prophix, necessitating significant time and training for effective use. - Users find the **steep learning curve** of Prophix Software can complicate initial setup and mastery for new users. - Users experience **slow performance** with Prophix, particularly in processing reports and building forecasts, leading to frustration. - Users find the **limited functionality** of Prophix Software a significant challenge, hindering effective reporting and workflows. #### What Are Recent G2 Reviews of Prophix Software? **"[Automated Workflows and Clear, Timely Reporting Insights](https://www.g2.com/survey_responses/prophix-software-review-12835971)"** **Rating:** 4.5/5.0 stars *— Graham L.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12835971) --- **"[Effortless Financial Management with Prophix](https://www.g2.com/survey_responses/prophix-software-review-12781305)"** **Rating:** 5.0/5.0 stars *— James W.* [Read full review](https://www.g2.com/survey_responses/prophix-software-review-12781305) --- #### What Are G2 Users Discussing About Prophix Software? - [What is Prophix Software used for?](https://www.g2.com/discussions/what-is-prophix-software-used-for) - 1 comment ### 13. [Coefficient](https://www.g2.com/products/coefficient/reviews) **Average Rating:** 4.7/5.0 **Total Reviews:** 184 **Product Description:** Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficient Excel or Google Sheets extension and use it in a new or existing sheet in seconds. Once installed, Coefficient lives as a sidebar companion so your company data is only a couple of clicks away at any time. Any data source that you work with is available directly in your Coefficient sidebar – such as Salesforce, HubSpot, Snowflake, NetSuite, QuickBooks, MySQL, and Looker – with the ability to consolidate your data from multiple systems into one spreadsheet. Use Coefficient filters to easily customize your imports to only work with the data you need, keeping your spreadsheets performant. Quickly go back anytime to add more data in the same report. Never rebuild the same analysis twice by keeping your data up to date with scheduled updates. And, use Coefficient alerts to trigger Slack or email messages anytime your spreadsheet updates. Now, you can turn your spreadsheet into the most flexible, powerful monitoring system across all of your company data. Say “goodbye” to manual data workflows and “hello” to connected spreadsheets. ### What Do G2 Reviewers Say About Coefficient? *AI-generated summary from verified user reviews* **Pros:** - Users enjoy the **seamless ease of use** of Coefficient, highlighting its user-friendly setup and reliable functionality. - Users appreciate the **seamless automation** of Coefficient, praising its simplicity and efficient data integration from multiple platforms. - Users appreciate the **seamless integrations** in Coefficient, which enhance efficiency and ease of use. - Users value the **time-saving features** of Coefficient, allowing quick data import and easy refresh with one click. - Users love the **easy integrations** of Coefficient, enabling quick connections with databases and automating data imports effortlessly. **Cons:** - Users find the **limited features** in Coefficient restrictive, especially regarding filtering options and plan differences. - Users note **feature limitations** like lack of bulk updates and multiple filters from one column, impacting usability. - Users note a **limitation on data processing** in Coefficient, especially with large datasets and Google Sheets constraints. - Users find the **missing features** in Coefficient somewhat limiting, especially regarding bulk updates and connectors. - Users find **integration issues** with Coefficient, particularly noting limited customization and occasional delays with Google Sheets. #### What Are Recent G2 Reviews of Coefficient? **"[Effortless Salesforce to Sheets Integration](https://www.g2.com/survey_responses/coefficient-review-12701723)"** **Rating:** 5.0/5.0 stars *— Ellen Dericks C.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12701723) --- **"[Effortless Scheduled Refreshes. Eliminates Manual Exports and Makes Revenue Data Actionable](https://www.g2.com/survey_responses/coefficient-review-12318636)"** **Rating:** 5.0/5.0 stars *— Jacob R.* [Read full review](https://www.g2.com/survey_responses/coefficient-review-12318636) --- ### 14. [Solver](https://www.g2.com/products/solver/reviews) **Average Rating:** 4.5/5.0 **Total Reviews:** 246 **Product Description:** Solver is an AI-accelerated extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate intelligent decisions. Patented QuickStart integration technology enables immediate access to a collection of tailorable industry templates, allowing finance and management users to optimize their planning, reporting, consolidation, and analysis processes. Users can get up and running quickly, leveraging familiar Excel-based functionality to create any report and planning model. Solver transforms organizational data into a strategic advantage with Solver Copilot for data-driven success. The all-inclusive Solver Suite consolidates information from any data source to provide a single source of truth. Connected with Solver’s budgeting and forecasting, Solver’s comprehensive planning tool enables organizations to manage budgets, create detailed reports and automate forecasts all in one place. These insights are then presented in easily shareable graphs and dashboards. Solver provides organizations with a trusted data source to efficiently drive intelligent and accurate decisions. To learn more, visit www.solverglobal.com. ### What Do G2 Reviewers Say About Solver? *AI-generated summary from verified user reviews* **Pros:** - Users appreciate the **reporting efficiency** of Solver, simplifying data gathering and enabling quick report generation. - Users find Solver to be **straightforward and flexible** , enhancing their reporting and budgeting processes efficiently. - Users value the **great integration with Excel** , simplifying reporting and enhancing flexibility for data handling. - Users appreciate the **ease of report creation** in Solver, significantly enhancing their budgeting and financial reporting processes. - Users praise the **high-quality reporting** of Solver, enabling quick access and sharing of essential information. **Cons:** - Users face a considerable **learning difficulty** with Solver, although a supportive knowledge base aids in the process. - Users experience **confusion with features and error messages** that can complicate the process of using Solver effectively. - Users experience **data management limitations** that require rework and compromise reporting functionalities within Solver. - Users face a notable **learning curve** with Solver, making initial use and configuration time-consuming for some. - Users find the **difficult setup** for reports frustrating, despite ease of use after initial configuration. #### What Are Recent G2 Reviews of Solver? **"[Effortless Reports with Seamless Integration](https://www.g2.com/survey_responses/solver-review-10975839)"** **Rating:** 5.0/5.0 stars *— tom c.* [Read full review](https://www.g2.com/survey_responses/solver-review-10975839) --- **"[Revolutionized Our Financial Reporting with Ease](https://www.g2.com/survey_responses/solver-review-10010390)"** **Rating:** 5.0/5.0 stars *— Titi S.* [Read full review](https://www.g2.com/survey_responses/solver-review-10010390) --- #### What Are G2 Users Discussing About Solver? - [What is Solver used for?](https://www.g2.com/discussions/what-is-solver-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/bi360-data-warehouse-what-is-bi360-data-warehouse-used-for) - [What is BI360 Data Warehouse used for?](https://www.g2.com/discussions/what-is-bi360-data-warehouse-used-for) ### 15. [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, making KPI tracking and goal management straightforward and efficient. - Users value the **effective tracking** features of AchieveIt, which enhance team alignment and goal achievement. - Users value the **easy progress tracking** and visual dashboards that enhance goal alignment and performance clarity. - Users value the **team collaboration** features of AchieveIt, enhancing accountability and streamlining communication across the organization. - Users rave about the **excellent customer support** of AchieveIt, enhancing their experience and facilitating quick implementation. **Cons:** - Users find AchieveIt's **limited customization options** frustrating, impacting data integration and overall user experience. - Users struggle with **dashboard accessibility and formatting limitations** , affecting their ability to manage updates effectively in AchieveIt. - Users find the **learning curve steep** , particularly during initial setup and when integrating with other platforms. - Users find the interface of AchieveIt to be **not intuitive** , making it challenging for new users to navigate effectively. - Users find the **poor integration** with Excel and other platforms limits their data analysis capabilities and usability. #### 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) ### 16. [Pigment](https://www.g2.com/products/pigment-2024-01-19/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 104 **Product Description:** Pigment is an AI business planning and performance management platform. Built for the complexity of modern enterprises, Pigment combines dynamic modeling with autonomous AI agents and an intuitive UX, to help teams make intelligent decisions with speed and clarity. Across finance, sales, supply chain, and other business functions, teams at companies like Unilever, Snowflake, Siemens, and Anthropic use Pigment every day to anticipate change, plan ahead, and act with confidence. ### What Do G2 Reviewers Say About Pigment? *AI-generated summary from verified user reviews* **Pros:** - Users highlight the **flexibility** of Pigment, enabling seamless adjustments and model updates to meet evolving business needs. - Users appreciate the **flexibility and multidimensionality** of Pigment, enabling seamless modeling and real-time reporting for dynamic needs. - Users praise the **efficient customer support** of Pigment, contributing to a smooth implementation and user experience. - Users find Pigment's platform exceptionally **easy to use** , facilitating swift implementations and seamless integrations. - Users value the **automation capabilities** of Pigment, enabling efficient forecasting and seamless integration of diverse data sources. **Cons:** - Users face **data inaccuracy** issues due to incomplete availability for reporting, impacting analysis and efficiency. - Users find the **complexity of formulas** in Pigment challenging, wishing for simpler API setups and ownership changes. - Users find the **complex setup** of Pigment challenging, especially with formulas and API management difficulties. - Users report **connectivity issues** , experiencing slow calculations and complications with large data volumes. - Users find the **formula limitations** challenging and desire simpler methods for API setup and ownership changes. #### What Are Recent G2 Reviews of Pigment? **"[Easy-to-Use, Visually Clear Dashboards with Powerful Filtering](https://www.g2.com/survey_responses/pigment-review-12723711)"** **Rating:** 4.5/5.0 stars *— Gowtham R.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12723711) --- **"[Power Pivot on Steroids—Intuitive, Modern Planning with Real-Time Collaboration](https://www.g2.com/survey_responses/pigment-review-12511185)"** **Rating:** 5.0/5.0 stars *— Maria M.* [Read full review](https://www.g2.com/survey_responses/pigment-review-12511185) --- ### 17. [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 commend the **fantastic customer support** of ClearPoint Strategy, citing responsiveness and helpfulness in resolving issues. - Users appreciate the **ease of use** of ClearPoint Strategy, facilitating smooth navigation and efficient reporting across teams. - Users find ClearPoint Strategy to be a **helpful tool** that simplifies reporting and provides excellent support. - Users appreciate the **intuitive interface** of ClearPoint Strategy, facilitating easy navigation and adoption across teams. - Users value the **reporting efficiency** of ClearPoint Strategy, praising its simplicity and ease of use in tracking data. **Cons:** - Users note a **challenging learning curve** for ClearPoint Strategy, requiring significant time and effort to acclimate. - Users find the **learning difficulty** significant, with a steep curve and insufficient initial guidance for new users. - Users find **limited customization** options in ClearPoint Strategy challenging, affecting report presentations and admin self-sufficiency. - Users find the interface somewhat **not intuitive** , with a learning curve for newcomers and limited in-app guidance. - Users report a **difficult learning curve** for ClearPoint Strategy, requiring significant time and dedication 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) ### 18. [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 with Oracle products** , customization options, and the powerful calc engine of Oracle Planning Cloud. - Users value the **seamless integrations** with Oracle products, enhancing flexibility and powerful calculations in Oracle Planning Cloud. **Cons:** - Users feel that the **limited features** of Oracle Planning Cloud restrict usability, particularly with Smartview's Excel-only accessibility. - Users feel that the **poor interface design** hinders usability, suggesting improvements for a better experience. #### 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) ### 19. [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) ### 20. [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) ### 21. [Hubble](https://www.g2.com/products/hubble/reviews) **Average Rating:** 4.6/5.0 **Total Reviews:** 48 **Product Description:** For many JD Edwards and Oracle EBS customers, financial and operational reporting is a slow, manual process that is overly reliant on support from IT. You might find yourself struggling with inflexible report layouts and spending too much time dumping data into spreadsheets, leaving too little time to focus on analysis. Your team relies on real-time data to deliver their best reporting to stakeholders. While there are always slowdowns and interruptions to navigate, your team can achieve more with the automated processes and independence from IT, as well as cutting-edge layouts, templates, and access to real-time data, that Hubble provides. Hubble is a powerful, easy-to-use reporting solution that includes options for either web or desktop reporting (or both). With fast and easy installation, Hubble offers a flexible library of 240 pre-built, out-of-the-box report templates that are easy to build and customize. Customers can shrink month-end and year-end close processes by up to 50% with an all-in-one reporting and analytics tool for JD Edwards and Oracle EBS. Access standard pre-built content covering all JDE and EBS modules, including Accounts Payable, Accounts Receivable, Fixed Assets, General Ledger, Human Resources, Inventory, Purchase Order Processing, and many more. Templates cover common reporting requirements including management report packs, income statements, balance sheets, cash flows, and more. Your team can leverage Hubble’s suite of reports straight out of the box to help them overcome data challenges without bothering IT. #### What Are Recent G2 Reviews of Hubble? **"[User-Friendly, Hassle-Free Daily Lenses from Order to Delivery](https://www.g2.com/survey_responses/hubble-review-12626203)"** **Rating:** 5.0/5.0 stars *— KeiAsia H.* [Read full review](https://www.g2.com/survey_responses/hubble-review-12626203) --- **"[Hubble Insight Reporting](https://www.g2.com/survey_responses/hubble-review-8358189)"** **Rating:** 4.5/5.0 stars *— Geremie L.* [Read full review](https://www.g2.com/survey_responses/hubble-review-8358189) --- #### What Are G2 Users Discussing About Hubble? - [What is Hubble used for?](https://www.g2.com/discussions/what-is-hubble-used-for) ### 22. [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 find Jedox to be **exceptionally user-friendly** , making onboarding and daily use remarkably easy and efficient. - Users appreciate the **integrated reporting capabilities** of Jedox, simplifying budgeting and planning in one platform. - Users value Jedox for its **effective budgeting management** , ensuring accuracy and seamless data integration across operations. - Users value the **flexibility** of Jedox, appreciating its adaptability and ease of use for diverse planning needs. - Users value the **seamless integrations** of Jedox, streamlining financial planning with data from various systems effortlessly. **Cons:** - Users find the **steep learning curve** of Jedox challenging, complicating the transition from familiar tools like Excel. - Users find **learning difficulties** in Jedox, requiring substantial training for complex modeling and report customization. - Users experience **slow performance with complex modeling** in Jedox, particularly when handling large datasets and detailed reports. - Users find the **setup difficulty** of Jedox challenging, necessitating extensive training to master the new system. - Users struggle with the **complexity** of Jedox, citing difficulties in setup and limited visualization options. #### 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) ### 23. [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) --- ### 24. [IDU](https://www.g2.com/products/idu-idu/reviews) **Average Rating:** 4.4/5.0 **Total Reviews:** 56 **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 love the **user-friendly budgeting tool** of IDU for its ease of use and adaptability in financial reporting. - Users highlight the **ease of use** of IDU, enabling effective budgeting and customizable reporting for their needs. - Users appreciate the **user-friendly budgeting tool** of IDU, making financial performance tracking seamless and efficient. - Users appreciate the **reporting efficiency** of IDU, allowing for quick preparation and seamless consolidation of reports. - Users value the **customizability** of IDU, enabling tailored reports that suit their specific business needs. **Cons:** - Users find the **capturing of salaries tedious** , making the process cumbersome and time-consuming. - Users find the **limited customization** for number formatting options restricts their reporting flexibility and preferences. - Users find the **older versions not user-friendly** , leading to dissatisfaction and frustration with the interface. - Users experience **refresh issues** with limited historical data integration, impacting usability and data accuracy. - Users experience **slow performance** that hinders the product's ability to keep pace with business trends. #### 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) ## 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**