Pigment Features
Reports (8)
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Share Reports
Receive email reports and notifications regarding metrics.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Data Updates (5)
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Email Reports
Receive email reports and notifications regarding metric.
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Financial Insight (3)
Budgeting
Uses collected data to assist organizations in understanding what they can afford now, and in years to come.
Forecasting
Creates a continuous and recurrent planning process that can be calculated according to a specified and customizable timeline.
Planning
Leverages data from budgeting and forecasting processes to help corporations understand their reality and make decisions accordingly.
Data (4)
Data Visualization
Offers methods of visualizing data via customizable dashboards, statistical graphs, and charts.
Data Analysis
Scours data for actionable insights.
Custom Reporting
Allows users to customize their own reports according to business needs.
Reporting Templates
Provides pre-built reporting templates to organize data for payroll, manufacturing, and other company factions.
Status Communication (4)
Collaboration
Allows for searchable communication within the tool via notes, checklists, and discussions to ensure clarity between users.
Version Control
Reflects updates immediately, ensuring users have the most recent data while maintaining records of past performance.
Real-Time Data Updates
Updates varying factors in real-time, assuring forecasts and inferences are continually made according to the most recent information.
Scorecards
Displays and shares company performance data to increase transparency across the board.
Analytics (7)
Forecasting - Supply Chain Planning
Analyzes aggregated supply chain and shipping data to gain predictive insight
Asset Tracking - Supply Chain Planning
Monitors and tracks the physical status of goods and materials
Data Collection - Supply Chain Planning
Aggregates and centralizes data regarding product movement, materials management, and financial information
Business Reporting - Supply Chain Planning
Generates reports that identify KPIs and other relevant metrics
Variance Analysis
Project out as the year progresses to accommodate trends that affect key business drivers.
Forecasts Comparison
compare Income Statement, Balance Sheet, and Cash Flow for multiple periods
Forward Looking
Forward-looking Balance Sheet and Cash Flow Statements are synchronized with GL data
Warehouse Management (4)
Sales and Operations Planning - Supply Chain Planning
Provides comprehensive visibility and oversight into supply chain operations
Production Planning - Supply Chain Planning
Provides inventory scheduling and inventory management functionalities
Workforce Management - Supply Chain Planning
Provides employee scheduling and employee management functionalities
Process Automation - Supply Chain Planning
Automates the tracking and recording of activities within the entire supply chain lifecycle
Collaborate (2)
Optimization
Plan and optimize resources effectively.
Supply Chain Planning
Create supply plans based on things such as predicted demand, capacity, and material availability
Logistics (3)
Warehouse Optimization
Plan warehouse activity to execute adjustments to sales and inventory targets
Inventory Targets
Establish inventory targets based on changes to the sales plan
Procurement Planning
Ability to figure out what products to buy and when to buy them.
Budget Creation (6)
Data Import
Import trial balance, monthly P&L, balance sheets, and other types of financial data
Budget Hierarchies
Define budget structure elements and how they are linked hierarchically
Versioning
Keeps track of all versions of a budget and allows users to compare versions
Formulas
Include budgeting formulas to estimate direct and indirect costs, operating and non-operating revenues
What-If
Test the potential financial impact of business decisions on revenues and expenses
Budget Periods
Users can customize standard budget periods (3, 9, or 12 months)
Budget Management (3)
Consolidation
Consolidate multiple budgets from different departments or business entities
Adjustments
Users with administrative access rights can modify budgets
Workflows
Workflows are used to define the steps required to alter budgets and who needs to approve changes
Forecasting (5)
Historical Data
Forecasting is based on past transactions and historical financial or operational data
Reforecast
Ability to recreate forecasts to include new information that may impact budgets
Forecast Types
Support multiple types of forecasts such as balance sheet and cash flow forecasts
Rolling Forecasts
Used to review and update budgeting assumptions for a predefined period (usually one year)
AI
Uses AI algorithms and models to predict future trends and outcomes, based on historical data and patterns
Data Management (3)
Data Import
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Data Consolidation
Data from multiple systems can be centralized into a single repository
Data Validation
Financial data can be validated to avoid duplicates and errors
Reporting Structure (3)
Reporting Hierarchy
Administrators can define and manage the reporting structure and access rights to each report
Report Templates
Templates that can be used to create new reports without starting from scratch
Report Types
Provide multiple types of reports such as point-in-time or snapshot reports, year over year, or time to date
Standard Analytics (4)
Standard KPIs
Include most common financial KPIs such as gross and net profit margin, or working capital
Standard Reports
Standard financial reports are provided out of the box
Financial Statements
Ability to analyze financial statements such as income statement and balance sheet
Drill Down
Users can drill down to the detail level of each transaction or financial entry
Custom Analytics (5)
Dashboards
Dashboards can be customized to display different types of data from various sources
Custom KPIs
Users can modify standard financial KPIs and metrics
Custom Reports
Allow users to edit reports and to combine multiple reports
Self Service
A dedicated portal for external users with limited access to the system
Multiple Entities
Monitors the financial performance of multiple entities
Reconciliation (3)
Consolidation
Data from multiple systems can be centralized into a single repository
Management
Financial information can be imported from multiple sources such as spreadsheets, text files, or databases
Accounting
Match invoices, payments, and bank statement information
Reporting (3)
Report Types
Provide multiple types of reports such as point-in-time snapshot reports, or year over year
Standard
Offers standard financial reports out of the box
Custom
Allows users to edit reports and to combine multiple reports
Closing Process (3)
Audit
Creates workflows to assign tasks for audit and inspections, monitor work in progress, timelines, and approvals.
Journal Entries
Adjusts journal entries in order to have an accurate balance sheet and income statement
Distribution
Financial statements and statistical reports (such as KPI) can be assembled into financial packages
Financial Planning (3)
Extended Planning
Analysis that creates business plans outside of finance, including sales, marketing, or HR.
Reporting
Reports on departmental KPI metrics measured against targets.
Integration
Consolidates planning processes across an organization into a single solution.
Visualization (4)
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Collaboration (3)
Sharing
Provides the ability to easily share visualizations.
Co-Editing
Allows multiple users to edit and create visualizations together.
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Resource Planning - Workforce Planning (4)
Reconciliation
Ensures data is aligned and consistent across databases in departments like accounting, payroll, and recruiting
Headcount Planning
Provides overview of planning and prediction for current and future employee headcount
Reporting
Outputs reports on headcount and budgeting analytics
Expense Planning
Calculates outputs for budgeting and predicting expenses related to base compensation like salary and benefits
Human Resources - Workforce Planning (4)
Integrations & APIs
Offers integration with numerous adjacent HR and ERP software solutions like accounting, workforce management, CPM, HR analytics, org charts, and ATS
Compensation Bands
Provides overview of salaray ranges in relation to job levels
Org Chart
Offers the ability to rearrange company hierarchy and employee details in a chart format
Recruitment Workflows
Onboarding and offboarding procedures are automated to streamline approval processes for stakeholders
Sales Performance Features - Sales Planning (7)
Account Scoring
Provides ability to score accounts based on potential revenue to prioritize accordingly.
Revenue Planning
Provides ability to structure topline revenue goals.
Account Segmentation
Segment accounts based on ideal customer profile and business objectives.
Sales Performance
Ability to monitor plan performance data to identify deviations and course correct for rep and business unit.
Sales Forecasting
Forecast sales data for sales teams, individual reps, territories, or products.
Integrations
Integrates with a variety of business systems to pull in relevant data and make data-driven decisions.
Scenario Modeling
Abilty to create and run "what-if" scenario modeling to inform business decisions.
Territory Management - Sales Planning (2)
Territory Management
Ability to manage distribution of territories and alter segmentation and coverage to meet business goals.
Territory Planning
Define territories to ensure optimized market coverage and allocate resources appropriately.
Quota & Capacity Management - Sales Planning (3)
Quota Management
Ability to manage and adjust quotas continuously as needed based on market changes, new hires, territory changes.
Capacity Management
Enable organizations to adjust sales capacity based on volatility such as headcount changes, restructuring, or organizational growth.
Quota Planning
Design quota targets based on factors such as account size, rep performance, and pipeline needs.
Agentic AI - Sales Planning (2)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Agentic AI - FP&A (Financial Planning & Analysis) (2)
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Budgeting and Forecasting (3)
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Financial Analysis (2)
Cross-system Integration
Works across multiple software systems or databases
Decision Making
Makes informed choices based on available data and objectives
AI - Financial Close (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Compliance
Uses AI to ensure the following of rules and creates detailed audit trails which helps compliance and audit preparation.
Reconciliation
Uses AI to match transactions across accounts and systems, and flag exceptions and discrepencies.
Data Collection
Uses AI to extract, clean, and validate financial data from disparate sources, while identifying errors and inconsistencies.
Analysis
Generates AI-assisted financial reports and provides thorough analytical insights.
Technology Glossary Features
View definitions of the features and discover new technology terms.
Financial statements provide an overview of a company's financial performance. Learn more about financial statements, financial audit software, and how G2 can help you make the best decision for your business.
What is a dashboard and why is it important as a software feature? Our G2 guide can help you understand dashboards and learn more about its types, benefits, and best practices.





