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Best Budgeting and Forecasting Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

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

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

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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42 Listings in Small Business Budgeting and Forecasting Available

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IBM Planning Analytics
(225)4.4 out of 5
Optimized for quick response
11th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

    Users
    • Financial Analyst
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 54% Enterprise
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • IBM Planning Analytics (TM1) is a financial planning software that offers real-time data processing, robust capabilities, and flexible modeling for handling complex data models and business scenarios.
    • Reviewers appreciate the tool's ability to streamline forecasting, budgeting, and reporting with high speed and accuracy, its integration with Excel and ERP systems, and its strong data visualization features that make complex data easier to analyze and interpret.
    • Users reported a steep learning curve for new users, the sometimes unintuitive interface, and the complexity of maintaining TI processes and rules, as well as the slow and sometimes ineffective technical support for IBM Planning Analytics.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • IBM Planning Analytics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Analytics
    21
    Efficiency
    21
    Planning Efficiency
    18
    Planning
    17
    Ease of Use
    16
    Cons
    Learning Curve
    10
    Learning Difficulty
    10
    Missing Features
    8
    User Difficulty
    8
    Lacking Features
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • IBM Planning Analytics features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Adjustments
    Average: 8.8
    8.9
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    IBM
    Company Website
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    710,413 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    328,966 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

IBM Planning Analytics is an AI-powered integrated planning solution that automates your planning, budgeting, and forecasting processes enabling real-time analysis and seamless collaboration. Eliminat

Users
  • Financial Analyst
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 54% Enterprise
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • IBM Planning Analytics (TM1) is a financial planning software that offers real-time data processing, robust capabilities, and flexible modeling for handling complex data models and business scenarios.
  • Reviewers appreciate the tool's ability to streamline forecasting, budgeting, and reporting with high speed and accuracy, its integration with Excel and ERP systems, and its strong data visualization features that make complex data easier to analyze and interpret.
  • Users reported a steep learning curve for new users, the sometimes unintuitive interface, and the complexity of maintaining TI processes and rules, as well as the slow and sometimes ineffective technical support for IBM Planning Analytics.
IBM Planning Analytics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Analytics
21
Efficiency
21
Planning Efficiency
18
Planning
17
Ease of Use
16
Cons
Learning Curve
10
Learning Difficulty
10
Missing Features
8
User Difficulty
8
Lacking Features
7
IBM Planning Analytics features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
9.1
Adjustments
Average: 8.8
8.9
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.8
Seller Details
Seller
IBM
Company Website
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
710,413 Twitter followers
LinkedIn® Page
www.linkedin.com
328,966 employees on LinkedIn®
LiveFlow
(297)4.9 out of 5
Optimized for quick response
1st Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for LiveFlow
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow FP&A tool - connects, consolidates, analyzes, and shares QuickBooks data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial comm

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 79% Small-Business
    • 20% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • LiveFlow is a software tool that integrates with QuickBooks Online (QBO) and Google Sheets or Excel to automate financial reporting and forecasting.
    • Reviewers frequently mention the time-saving benefits of LiveFlow, its ability to automate report generation, and its seamless integration with QBO and spreadsheet software.
    • Reviewers mentioned some challenges with the initial setup and learning curve, occasional software bugs, and limitations in customization and integration with third-party platforms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    72
    Time-Saving
    72
    Time-saving
    67
    Reporting Efficiency
    60
    Automation
    50
    Cons
    Expensive
    12
    Excel Integration Issues
    10
    Limited Customization
    10
    Missing Features
    10
    Integration Issues
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    9.0
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow FP&A tool - connects, consolidates, analyzes, and shares QuickBooks data seamlessly and securely. Key benefits of LiveFlow Transform Excel & Google Sheets into your financial comm

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 79% Small-Business
  • 20% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • LiveFlow is a software tool that integrates with QuickBooks Online (QBO) and Google Sheets or Excel to automate financial reporting and forecasting.
  • Reviewers frequently mention the time-saving benefits of LiveFlow, its ability to automate report generation, and its seamless integration with QBO and spreadsheet software.
  • Reviewers mentioned some challenges with the initial setup and learning curve, occasional software bugs, and limitations in customization and integration with third-party platforms.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
72
Time-Saving
72
Time-saving
67
Reporting Efficiency
60
Automation
50
Cons
Expensive
12
Excel Integration Issues
10
Limited Customization
10
Missing Features
10
Integration Issues
8
LiveFlow features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
9.0
Variance Analysis
Average: 8.8
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
54 employees on LinkedIn®

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Mosaic Tech
(215)4.7 out of 5
10th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    50
    Customer Support
    42
    Integrations
    27
    Easy Integrations
    25
    Features
    24
    Cons
    Learning Difficulty
    16
    Missing Features
    13
    Learning Curve
    12
    Limited Customization
    12
    Difficult Customization
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HiBob
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @HiBob_HR
    4,221 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,818 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
50
Customer Support
42
Integrations
27
Easy Integrations
25
Features
24
Cons
Learning Difficulty
16
Missing Features
13
Learning Curve
12
Limited Customization
12
Difficult Customization
10
Mosaic Tech features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.8
Seller Details
Seller
HiBob
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@HiBob_HR
4,221 Twitter followers
LinkedIn® Page
www.linkedin.com
1,818 employees on LinkedIn®
Causal
(256)4.6 out of 5
41st Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Causal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    18
    Features
    12
    Modeling
    12
    Forecasting Efficiency
    11
    Customer Support
    9
    Cons
    Learning Curve
    10
    Learning Difficulty
    10
    Steep Learning Curve
    10
    Missing Features
    5
    Affordability Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lucanet AG
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    722 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    851 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
18
Features
12
Modeling
12
Forecasting Efficiency
11
Customer Support
9
Cons
Learning Curve
10
Learning Difficulty
10
Steep Learning Curve
10
Missing Features
5
Affordability Issues
3
Causal features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Lucanet AG
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
722 Twitter followers
LinkedIn® Page
www.linkedin.com
851 employees on LinkedIn®
Clockwork.ai
(45)4.9 out of 5
9th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clockwork.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    18
    Customer Support
    17
    Financial Management
    10
    Customer Experience
    8
    Forecasting Efficiency
    8
    Cons
    Slow Loading
    3
    Slow Performance
    3
    Performance Issues
    2
    Steep Learning Curve
    2
    Data Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.6
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    118 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    14 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
18
Customer Support
17
Financial Management
10
Customer Experience
8
Forecasting Efficiency
8
Cons
Slow Loading
3
Slow Performance
3
Performance Issues
2
Steep Learning Curve
2
Data Management
1
Clockwork.ai features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.8
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.6
Variance Analysis
Average: 8.8
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
118 Twitter followers
LinkedIn® Page
www.linkedin.com
14 employees on LinkedIn®
G-Accon
(184)4.8 out of 5
8th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 34% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • G-Accon is a tool that automates financial reporting tasks, allowing users to schedule automatic data refreshes, generate reports, and automate the delivery of reports via email.
    • Users frequently mention the ease of integration with Google Sheets and Quickbooks, the ability to create and customize reports, and the significant time savings due to automation.
    • Users experienced challenges with the initial setup, found the user interface to be outdated, and expressed a desire for more customization options and better data clearing capabilities.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • G-Accon Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    67
    Time-Saving
    38
    Reporting
    36
    Automation
    34
    Time-saving
    32
    Cons
    Reporting Issues
    24
    Inefficient Reporting
    16
    Poor Navigation
    9
    UX Improvement
    9
    Complexity
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Adjustments
    Average: 8.8
    7.5
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Company Website
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,451 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    6 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 34% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • G-Accon is a tool that automates financial reporting tasks, allowing users to schedule automatic data refreshes, generate reports, and automate the delivery of reports via email.
  • Users frequently mention the ease of integration with Google Sheets and Quickbooks, the ability to create and customize reports, and the significant time savings due to automation.
  • Users experienced challenges with the initial setup, found the user interface to be outdated, and expressed a desire for more customization options and better data clearing capabilities.
G-Accon Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
67
Time-Saving
38
Reporting
36
Automation
34
Time-saving
32
Cons
Reporting Issues
24
Inefficient Reporting
16
Poor Navigation
9
UX Improvement
9
Complexity
8
G-Accon features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.3
Adjustments
Average: 8.8
7.5
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.8
Seller Details
Seller
G-Accon
Company Website
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,451 Twitter followers
LinkedIn® Page
www.linkedin.com
6 employees on LinkedIn®
Runway Financial
(38)4.8 out of 5
31st Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 47% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
    • Users frequently mention the ease of integration with other systems, the user-friendly design, the responsive customer support, and the ability to easily analyze different financial scenarios and plan ahead.
    • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the onboarding process can be complex and time-consuming.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Runway Financial Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Customer Support
    22
    Modeling
    21
    Flexibility
    16
    Integrations
    16
    Cons
    Learning Curve
    9
    Learning Difficulty
    9
    Difficult Learning
    8
    Steep Learning Curve
    8
    Implementation Issues
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Runway Financial features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    8.0
    Budget Hierarchies
    Average: 8.8
    8.5
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Runway Financial
    Company Website
    Year Founded
    2020
    HQ Location
    San Francisco, CA
    Twitter
    @runwayco
    7,828 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    73 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 47% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
  • Users frequently mention the ease of integration with other systems, the user-friendly design, the responsive customer support, and the ability to easily analyze different financial scenarios and plan ahead.
  • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the onboarding process can be complex and time-consuming.
Runway Financial Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Customer Support
22
Modeling
21
Flexibility
16
Integrations
16
Cons
Learning Curve
9
Learning Difficulty
9
Difficult Learning
8
Steep Learning Curve
8
Implementation Issues
6
Runway Financial features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
8.0
Budget Hierarchies
Average: 8.8
8.5
Variance Analysis
Average: 8.8
Seller Details
Seller
Runway Financial
Company Website
Year Founded
2020
HQ Location
San Francisco, CA
Twitter
@runwayco
7,828 Twitter followers
LinkedIn® Page
www.linkedin.com
73 employees on LinkedIn®
Productive
(62)4.6 out of 5
20th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:$9.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Computer Software
    Market Segment
    • 81% Small-Business
    • 16% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Productive is a project management tool that provides features for budgeting, resourcing, reporting, and integration with other tools for comprehensive business management.
    • Reviewers like the visibility it provides over business operations, its ease of use, the ability to create custom reports, and its integration with other tools such as Xero.
    • Users experienced issues with deleting tasks, difficulties in configuring reports, limitations in customization of reporting tools, high pricing, and lack of automated invoicing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Productive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    14
    Customer Support
    9
    Features
    9
    Project Management
    9
    Team Collaboration
    9
    Cons
    Learning Difficulty
    5
    Learning Curve
    4
    Complex Usability
    3
    Integration Issues
    3
    Lack of Integrations
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Productive features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    10.0
    Budget Hierarchies
    Average: 8.8
    6.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Productive
    Year Founded
    2014
    HQ Location
    Claymont, US
    LinkedIn® Page
    www.linkedin.com
    135 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Productive is an end-to-end project management tool that comes with an integrated Sales Pipeline, Resource Planning, and powerful Project Management features. It is made for agencies and professional

Users
No information available
Industries
  • Marketing and Advertising
  • Computer Software
Market Segment
  • 81% Small-Business
  • 16% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Productive is a project management tool that provides features for budgeting, resourcing, reporting, and integration with other tools for comprehensive business management.
  • Reviewers like the visibility it provides over business operations, its ease of use, the ability to create custom reports, and its integration with other tools such as Xero.
  • Users experienced issues with deleting tasks, difficulties in configuring reports, limitations in customization of reporting tools, high pricing, and lack of automated invoicing.
Productive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
14
Customer Support
9
Features
9
Project Management
9
Team Collaboration
9
Cons
Learning Difficulty
5
Learning Curve
4
Complex Usability
3
Integration Issues
3
Lack of Integrations
3
Productive features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
10.0
Budget Hierarchies
Average: 8.8
6.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Productive
Year Founded
2014
HQ Location
Claymont, US
LinkedIn® Page
www.linkedin.com
135 employees on LinkedIn®
Jirav
(184)4.7 out of 5
Optimized for quick response
33rd Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Jirav
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

    Users
    • CFO
    • Controller
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 35% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jirav Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Customer Support
    14
    Forecasting
    11
    Financial Management
    10
    Reporting Efficiency
    10
    Cons
    Learning Curve
    12
    Learning Difficulty
    12
    Steep Learning Curve
    10
    Missing Features
    5
    Difficult Setup
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jirav features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    67 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

Users
  • CFO
  • Controller
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 35% Mid-Market
Jirav Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Customer Support
14
Forecasting
11
Financial Management
10
Reporting Efficiency
10
Cons
Learning Curve
12
Learning Difficulty
12
Steep Learning Curve
10
Missing Features
5
Difficult Setup
4
Jirav features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.8
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,123 Twitter followers
LinkedIn® Page
www.linkedin.com
67 employees on LinkedIn®
Workday Adaptive Planning
(275)4.3 out of 5
Optimized for quick response
38th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Workday Adaptive Planning
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 60% Mid-Market
    • 31% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workday Adaptive Planning Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    19
    Efficiency
    9
    Features
    9
    Flexibility
    9
    Integrations
    9
    Cons
    Setup Difficulty
    7
    Complexity
    6
    Learning Difficulty
    6
    Steep Learning Curve
    6
    Complex Setup
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workday Adaptive Planning features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.2
    7.7
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    7.5
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workday
    Company Website
    Year Founded
    2005
    HQ Location
    Pleasanton, CA
    Twitter
    @Workday
    52,109 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    24,922 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Everybody plans, and strategic planning is a crucial process for every business. Our business planning software enables your team to create budgets, forecasts, and models in less time and with greater

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 60% Mid-Market
  • 31% Enterprise
Workday Adaptive Planning Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
19
Efficiency
9
Features
9
Flexibility
9
Integrations
9
Cons
Setup Difficulty
7
Complexity
6
Learning Difficulty
6
Steep Learning Curve
6
Complex Setup
5
Workday Adaptive Planning features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.2
7.7
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
7.5
Variance Analysis
Average: 8.8
Seller Details
Seller
Workday
Company Website
Year Founded
2005
HQ Location
Pleasanton, CA
Twitter
@Workday
52,109 Twitter followers
LinkedIn® Page
www.linkedin.com
24,922 employees on LinkedIn®
Workiva
(1,500)4.6 out of 5
Optimized for quick response
15th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 stakeholde

    Users
    • Financial Reporting Manager
    • Senior Accountant
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 58% Enterprise
    • 28% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Workiva is a cloud-based platform designed for financial reporting, compliance, risk management, and collaboration, with features such as real-time data integration, report generation, and an audit trail.
    • Reviewers like Workiva's user-friendly interface, its ability to reduce manual data entry through automation, and its real-time collaboration feature that allows multiple users to edit the same document simultaneously.
    • Users mentioned that Workiva can be relatively expensive, has limited customization options, and can be too complex for smaller tasks, with some users also reporting occasional glitches and performance issues.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Workiva Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    453
    Collaboration
    289
    Team Collaboration
    258
    Features
    233
    Reporting
    201
    Cons
    Missing Features
    153
    Limited Functionality
    101
    Limited Features
    92
    Slow Loading
    91
    Learning Curve
    88
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Workiva features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.9
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Workiva
    Company Website
    Year Founded
    2008
    HQ Location
    Ames, Iowa
    Twitter
    @Workiva
    5,360 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,211 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 stakeholde

Users
  • Financial Reporting Manager
  • Senior Accountant
Industries
  • Accounting
  • Financial Services
Market Segment
  • 58% Enterprise
  • 28% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Workiva is a cloud-based platform designed for financial reporting, compliance, risk management, and collaboration, with features such as real-time data integration, report generation, and an audit trail.
  • Reviewers like Workiva's user-friendly interface, its ability to reduce manual data entry through automation, and its real-time collaboration feature that allows multiple users to edit the same document simultaneously.
  • Users mentioned that Workiva can be relatively expensive, has limited customization options, and can be too complex for smaller tasks, with some users also reporting occasional glitches and performance issues.
Workiva Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
453
Collaboration
289
Team Collaboration
258
Features
233
Reporting
201
Cons
Missing Features
153
Limited Functionality
101
Limited Features
92
Slow Loading
91
Learning Curve
88
Workiva features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.9
Variance Analysis
Average: 8.8
Seller Details
Seller
Workiva
Company Website
Year Founded
2008
HQ Location
Ames, Iowa
Twitter
@Workiva
5,360 Twitter followers
LinkedIn® Page
www.linkedin.com
3,211 employees on LinkedIn®
Anaplan
(404)4.6 out of 5
Optimized for quick response
6th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Anaplan
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 marke

    Users
    • Manager
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Financial Services
    Market Segment
    • 52% Enterprise
    • 35% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Anaplan is a cloud-based application designed to connect multiple cells and workspaces across different business use-cases, providing a concise view of the KPIs.
    • Reviewers appreciate Anaplan's robust modeling capabilities, its flexibility to plan across many dimensions, and its ability to promote collaboration across various teams, as well as its constant product innovation and ease of integration.
    • Reviewers mentioned challenges with Anaplan such as its obsolete PowerPoint add-in feature, space constraints, the need for improved UX formatting, difficulties with data integrations, and issues with tracking licenses and syncing data with third-party platforms.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Anaplan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Flexibility
    60
    Ease of Use
    50
    Features
    49
    Planning
    33
    Customizability
    32
    Cons
    Limitations
    24
    Missing Features
    23
    Lack of Features
    18
    Performance Issues
    18
    Learning Curve
    16
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Anaplan features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.9
    Budget Hierarchies
    Average: 8.8
    8.6
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Anaplan
    Company Website
    Year Founded
    2006
    HQ Location
    Miami, FL
    Twitter
    @anaplan
    22,225 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,516 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 marke

Users
  • Manager
  • Senior Consultant
Industries
  • Information Technology and Services
  • Financial Services
Market Segment
  • 52% Enterprise
  • 35% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Anaplan is a cloud-based application designed to connect multiple cells and workspaces across different business use-cases, providing a concise view of the KPIs.
  • Reviewers appreciate Anaplan's robust modeling capabilities, its flexibility to plan across many dimensions, and its ability to promote collaboration across various teams, as well as its constant product innovation and ease of integration.
  • Reviewers mentioned challenges with Anaplan such as its obsolete PowerPoint add-in feature, space constraints, the need for improved UX formatting, difficulties with data integrations, and issues with tracking licenses and syncing data with third-party platforms.
Anaplan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Flexibility
60
Ease of Use
50
Features
49
Planning
33
Customizability
32
Cons
Limitations
24
Missing Features
23
Lack of Features
18
Performance Issues
18
Learning Curve
16
Anaplan features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.9
Budget Hierarchies
Average: 8.8
8.6
Variance Analysis
Average: 8.8
Seller Details
Seller
Anaplan
Company Website
Year Founded
2006
HQ Location
Miami, FL
Twitter
@anaplan
22,225 Twitter followers
LinkedIn® Page
www.linkedin.com
2,516 employees on LinkedIn®
Velixo
(144)4.8 out of 5
5th Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Velixo
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 61% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a software tool that integrates with ERP systems to pull real-time data into Excel for reporting and analysis purposes.
    • Users like Velixo's ability to reduce the time it takes to complete tasks, its seamless integration with ERP systems, and its user-friendly templates that make reporting quick and easy.
    • Reviewers experienced issues such as slow performance when loading large datasets, a steep learning curve for users unfamiliar with Excel functions, and occasional troubleshooting issues with permissions and connection settings.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Velixo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    64
    Excel Integration
    46
    Reporting Efficiency
    33
    Features
    24
    Real-time Data
    22
    Cons
    Learning Curve
    11
    Formula Issues
    10
    Learning Difficulty
    10
    Refresh Issues
    10
    Steep Learning Curve
    9
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    7.7
    Adjustments
    Average: 8.8
    7.1
    Budget Hierarchies
    Average: 8.8
    8.3
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    82 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    44 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 61% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a software tool that integrates with ERP systems to pull real-time data into Excel for reporting and analysis purposes.
  • Users like Velixo's ability to reduce the time it takes to complete tasks, its seamless integration with ERP systems, and its user-friendly templates that make reporting quick and easy.
  • Reviewers experienced issues such as slow performance when loading large datasets, a steep learning curve for users unfamiliar with Excel functions, and occasional troubleshooting issues with permissions and connection settings.
Velixo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
64
Excel Integration
46
Reporting Efficiency
33
Features
24
Real-time Data
22
Cons
Learning Curve
11
Formula Issues
10
Learning Difficulty
10
Refresh Issues
10
Steep Learning Curve
9
Velixo features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 9.2
7.7
Adjustments
Average: 8.8
7.1
Budget Hierarchies
Average: 8.8
8.3
Variance Analysis
Average: 8.8
Seller Details
Seller
Velixo
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
82 Twitter followers
LinkedIn® Page
www.linkedin.com
44 employees on LinkedIn®
Budgyt
(99)4.8 out of 5
Optimized for quick response
2nd Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting without sacrificing the granular details. Budgyt delivers user-friendly solutions for complex financial plan

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 64% Mid-Market
    • 36% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Budgyt is a budgeting software that allows users to create, review, and compare multiple budgets, and includes features such as cloning prior year budgets, user-friendly interface, and responsive support.
    • Reviewers like the software's user-friendly platform, its ability to save time by cloning prior year budgets, the ease of making changes and comparing budgets, and the responsive and helpful support.
    • Reviewers mentioned some issues with the software, such as high initial setup costs, less integrated visualization add-ons, difficulties with certain import features, and the inability to edit future months HR formula after cloning a scenario.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Budgyt Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    35
    Customer Support
    25
    Budgeting
    24
    Budgeting Management
    21
    Budgeting Efficiency
    19
    Cons
    Steep Learning Curve
    7
    Integration Issues
    6
    Learning Difficulty
    6
    Import Issues
    4
    Learning Curve
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Budgyt features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    9.1
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Budgyt
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @budgyt
    128 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    19 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Budgyt is a dynamic FP&A platform that simplifies budgeting, forecasting, and reporting without sacrificing the granular details. Budgyt delivers user-friendly solutions for complex financial plan

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 64% Mid-Market
  • 36% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Budgyt is a budgeting software that allows users to create, review, and compare multiple budgets, and includes features such as cloning prior year budgets, user-friendly interface, and responsive support.
  • Reviewers like the software's user-friendly platform, its ability to save time by cloning prior year budgets, the ease of making changes and comparing budgets, and the responsive and helpful support.
  • Reviewers mentioned some issues with the software, such as high initial setup costs, less integrated visualization add-ons, difficulties with certain import features, and the inability to edit future months HR formula after cloning a scenario.
Budgyt Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
35
Customer Support
25
Budgeting
24
Budgeting Management
21
Budgeting Efficiency
19
Cons
Steep Learning Curve
7
Integration Issues
6
Learning Difficulty
6
Import Issues
4
Learning Curve
4
Budgyt features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.5
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
9.1
Variance Analysis
Average: 8.8
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
128 Twitter followers
LinkedIn® Page
www.linkedin.com
19 employees on LinkedIn®
Acterys
(60)4.8 out of 5
39th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

    Users
    No information available
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 63% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Acterys Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Customer Support
    5
    Efficiency
    5
    Features
    5
    Integrations
    5
    Cons
    Difficult Formatting
    1
    Difficult Setup
    1
    Formatting Difficulties
    1
    Formatting Issues
    1
    Implementation Difficulties
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Acterys features and usability ratings that predict user satisfaction
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    9.6
    Budget Hierarchies
    Average: 8.8
    9.4
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Acterys
    Year Founded
    2017
    HQ Location
    Chicago, Illinois
    Twitter
    @Acterysfpa
    155 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    31 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Acterys is a cloud or on-premise based service for data discovery and planning. It enables business users to generate professional data models that integrate all your relevant data sources with connec

Users
No information available
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 63% Small-Business
  • 30% Mid-Market
Acterys Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Customer Support
5
Efficiency
5
Features
5
Integrations
5
Cons
Difficult Formatting
1
Difficult Setup
1
Formatting Difficulties
1
Formatting Issues
1
Implementation Difficulties
1
Acterys features and usability ratings that predict user satisfaction
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
9.6
Budget Hierarchies
Average: 8.8
9.4
Variance Analysis
Average: 8.8
Seller Details
Seller
Acterys
Year Founded
2017
HQ Location
Chicago, Illinois
Twitter
@Acterysfpa
155 Twitter followers
LinkedIn® Page
www.linkedin.com
31 employees on LinkedIn®
Cube Software
(121)4.5 out of 5
32nd Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Cube is the no-code FP&A platform built to turn finance teams into strategic business partners. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaborat

    Users
    • Finance Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 79% Mid-Market
    • 18% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Cube Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    10
    Customer Support
    6
    Excel Compatibility
    5
    Excel Integration
    5
    Features
    5
    Cons
    Data Management
    3
    Implementation Difficulties
    3
    Data Management Issues
    2
    Difficult Setup
    2
    Implementation Challenges
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Cube Software features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Cube Software
    Company Website
    Year Founded
    2018
    HQ Location
    New York
    Twitter
    @CubeSoftwareHQ
    286 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    149 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Cube is the no-code FP&A platform built to turn finance teams into strategic business partners. With native Excel and Google Sheets integrations, Slack and Teams apps, and an AI-powered collaborat

Users
  • Finance Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 79% Mid-Market
  • 18% Small-Business
Cube Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
10
Customer Support
6
Excel Compatibility
5
Excel Integration
5
Features
5
Cons
Data Management
3
Implementation Difficulties
3
Data Management Issues
2
Difficult Setup
2
Implementation Challenges
2
Cube Software features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.8
Seller Details
Seller
Cube Software
Company Website
Year Founded
2018
HQ Location
New York
Twitter
@CubeSoftwareHQ
286 Twitter followers
LinkedIn® Page
www.linkedin.com
149 employees on LinkedIn®
Allfred
(52)4.7 out of 5
19th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:€8.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process a

    Users
    • Account Manager
    Industries
    • Marketing and Advertising
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Allfred Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    36
    Task Management
    26
    Time Tracking
    24
    Customer Support
    22
    Features
    22
    Cons
    Slow Loading
    11
    Slow Performance
    9
    Update Issues
    6
    Bug Issues
    5
    Missing Features
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Allfred features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Adjustments
    Average: 8.8
    9.4
    Budget Hierarchies
    Average: 8.8
    8.2
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Allfred
    Year Founded
    2020
    HQ Location
    Bratislava, Slovakia
    LinkedIn® Page
    www.linkedin.com
    10 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Allfred is a workflow management tool tailor-made for Ad or PR agencies that enables all team members to work seamlessly together from the client's first brief to invoicing, streamlining the process a

Users
  • Account Manager
Industries
  • Marketing and Advertising
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
Allfred Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
36
Task Management
26
Time Tracking
24
Customer Support
22
Features
22
Cons
Slow Loading
11
Slow Performance
9
Update Issues
6
Bug Issues
5
Missing Features
5
Allfred features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.7
Adjustments
Average: 8.8
9.4
Budget Hierarchies
Average: 8.8
8.2
Variance Analysis
Average: 8.8
Seller Details
Seller
Allfred
Year Founded
2020
HQ Location
Bratislava, Slovakia
LinkedIn® Page
www.linkedin.com
10 employees on LinkedIn®
Syft
(75)4.8 out of 5
37th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Syft Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Reporting
    29
    Ease of Use
    21
    Customer Support
    20
    Reporting Efficiency
    19
    Easy Integrations
    16
    Cons
    Learning Curve
    6
    Expensive
    5
    Learning Difficulty
    5
    Steep Learning Curve
    5
    Connectivity Issues
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Adjustments
    Average: 8.8
    8.2
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    524 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    77 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Reporting
29
Ease of Use
21
Customer Support
20
Reporting Efficiency
19
Easy Integrations
16
Cons
Learning Curve
6
Expensive
5
Learning Difficulty
5
Steep Learning Curve
5
Connectivity Issues
4
Syft features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.6
Adjustments
Average: 8.8
8.2
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
524 Twitter followers
LinkedIn® Page
www.linkedin.com
77 employees on LinkedIn®
Spotlight Reporting
(24)4.7 out of 5
Save to My Lists
Entry Level Price:$35.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, fore

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 63% Small-Business
    • 21% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Spotlight Reporting Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    2
    Easy Integrations
    2
    Integrations
    2
    Budgeting
    1
    Budgeting Efficiency
    1
    Cons
    Limited Customization
    1
    Limited Reporting
    1
    Missing Features
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Spotlight Reporting features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Spotlight Reporting
    Year Founded
    2010
    HQ Location
    Wellington, New Zealand
    Twitter
    @spotlightrep
    7,810 Twitter followers
    LinkedIn® Page
    linkedin.com
    54 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spotlight Reporting is the comprehensive cloud platform for financial reporting and cash flow forecasting. Our suite of tools are designed by experienced accountants to enable strategic planning, fore

Users
No information available
Industries
  • Accounting
Market Segment
  • 63% Small-Business
  • 21% Mid-Market
Spotlight Reporting Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
2
Easy Integrations
2
Integrations
2
Budgeting
1
Budgeting Efficiency
1
Cons
Limited Customization
1
Limited Reporting
1
Missing Features
1
Spotlight Reporting features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.8
Seller Details
Seller
Spotlight Reporting
Year Founded
2010
HQ Location
Wellington, New Zealand
Twitter
@spotlightrep
7,810 Twitter followers
LinkedIn® Page
linkedin.com
54 employees on LinkedIn®
Vena
(339)4.5 out of 5
Optimized for quick response
17th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 independe

    Users
    • Senior Financial Analyst
    • Account Manager
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 61% Mid-Market
    • 20% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Vena is a financial management tool that integrates with Excel, providing automation, cooperation, and centralized data management for budgeting, forecasting, and reporting.
    • Reviewers like Vena's ability to centralize financial data and processes, its integration with familiar tools like Excel, and its capacity to foster collaboration across teams and facilitate real-time financial planning.
    • Users reported that Vena can be complex to install initially, has a steep learning curve for new users, and may require technical support or training to customize reports, with some users also mentioning performance issues with larger data sets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Vena Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    108
    Excel Integration
    50
    Features
    48
    User Interface
    48
    Reporting
    42
    Cons
    Learning Difficulty
    29
    Learning Curve
    26
    Steep Learning Curve
    23
    Difficult Learning
    19
    Complexity
    18
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Vena features and usability ratings that predict user satisfaction
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Adjustments
    Average: 8.8
    8.9
    Budget Hierarchies
    Average: 8.8
    8.9
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Vena Solutions
    Company Website
    Year Founded
    2011
    HQ Location
    Toronto
    Twitter
    @venasolutions
    1,376 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    688 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 independe

Users
  • Senior Financial Analyst
  • Account Manager
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 61% Mid-Market
  • 20% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Vena is a financial management tool that integrates with Excel, providing automation, cooperation, and centralized data management for budgeting, forecasting, and reporting.
  • Reviewers like Vena's ability to centralize financial data and processes, its integration with familiar tools like Excel, and its capacity to foster collaboration across teams and facilitate real-time financial planning.
  • Users reported that Vena can be complex to install initially, has a steep learning curve for new users, and may require technical support or training to customize reports, with some users also mentioning performance issues with larger data sets.
Vena Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
108
Excel Integration
50
Features
48
User Interface
48
Reporting
42
Cons
Learning Difficulty
29
Learning Curve
26
Steep Learning Curve
23
Difficult Learning
19
Complexity
18
Vena features and usability ratings that predict user satisfaction
9.1
Has the product been a good partner in doing business?
Average: 9.2
8.9
Adjustments
Average: 8.8
8.9
Budget Hierarchies
Average: 8.8
8.9
Variance Analysis
Average: 8.8
Seller Details
Seller
Vena Solutions
Company Website
Year Founded
2011
HQ Location
Toronto
Twitter
@venasolutions
1,376 Twitter followers
LinkedIn® Page
www.linkedin.com
688 employees on LinkedIn®
Board
(310)4.4 out of 5
Optimized for quick response
45th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Boa

    Users
    • Software Engineer
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Board is a versatile platform for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and used for various business functions.
    • Reviewers frequently mention the tool's flexibility, user-friendly interface, and its ability to support cross-functional collaboration, with its customization capabilities and data visualization being particularly appreciated.
    • Users experienced performance issues with large datasets, found the initial setup and customization complex, and reported difficulties with creating reports and integrating with other systems.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Board Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Flexibility
    16
    Efficiency
    15
    Implementation Ease
    14
    Easy Integrations
    13
    Cons
    Learning Curve
    6
    Missing Features
    6
    Data Inaccuracy
    5
    Expensive
    5
    Integration Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Board features and usability ratings that predict user satisfaction
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    8.2
    Budget Hierarchies
    Average: 8.8
    8.0
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Board International
    Company Website
    Year Founded
    1994
    HQ Location
    Chiasso, Ticino
    Twitter
    @BoardSoftware
    27,514 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    907 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Board is the Enterprise Planning Platform. The Board Enterprise Planning Platform powers financial and operational planning for more than 2,000 organizations worldwide. Industry leaders trust Boa

Users
  • Software Engineer
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Board is a versatile platform for data management, reporting, analytics, and planning, which can be integrated with multiple data sources and used for various business functions.
  • Reviewers frequently mention the tool's flexibility, user-friendly interface, and its ability to support cross-functional collaboration, with its customization capabilities and data visualization being particularly appreciated.
  • Users experienced performance issues with large datasets, found the initial setup and customization complex, and reported difficulties with creating reports and integrating with other systems.
Board Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Flexibility
16
Efficiency
15
Implementation Ease
14
Easy Integrations
13
Cons
Learning Curve
6
Missing Features
6
Data Inaccuracy
5
Expensive
5
Integration Issues
5
Board features and usability ratings that predict user satisfaction
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
8.2
Budget Hierarchies
Average: 8.8
8.0
Variance Analysis
Average: 8.8
Seller Details
Seller
Board International
Company Website
Year Founded
1994
HQ Location
Chiasso, Ticino
Twitter
@BoardSoftware
27,514 Twitter followers
LinkedIn® Page
www.linkedin.com
907 employees on LinkedIn®
OnPlan
(18)4.6 out of 5
13th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Starting at $12,500.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreads

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 78% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • OnPlan features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Adjustments
    Average: 8.8
    9.6
    Budget Hierarchies
    Average: 8.8
    9.7
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    OnPlan
    Year Founded
    2017
    HQ Location
    Aventura, US
    Twitter
    @onplanco
    31 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    21 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnPlan is a fast and flexible FP&A platform that gives powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreads

Users
No information available
Industries
No information available
Market Segment
  • 78% Small-Business
  • 17% Mid-Market
OnPlan features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.4
Adjustments
Average: 8.8
9.6
Budget Hierarchies
Average: 8.8
9.7
Variance Analysis
Average: 8.8
Seller Details
Seller
OnPlan
Year Founded
2017
HQ Location
Aventura, US
Twitter
@onplanco
31 Twitter followers
LinkedIn® Page
www.linkedin.com
21 employees on LinkedIn®
Solver
(251)4.5 out of 5
Optimized for quick response
24th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

    Users
    • Controller
    • Senior Financial Analyst
    Industries
    • Accounting
    • Hospital & Health Care
    Market Segment
    • 66% Mid-Market
    • 19% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Solver is a platform that allows for user input data reception, Excel integration, and report creation without the need for a large ERP system.
    • Reviewers appreciate the platform's straightforward use, its ability to integrate with Microsoft Business Central for additional reporting capabilities, and the ease of report customization.
    • Users mentioned difficulties in setting up reports, limitations in functionality, and issues with support and training, as well as challenges in migrating to the cloud platform.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Solver Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Reporting Efficiency
    20
    Report Creation
    19
    Excel Integration
    14
    Customer Support
    13
    Cons
    Learning Difficulty
    14
    Learning Curve
    9
    Performance Issues
    7
    Excel Compatibility
    6
    Inefficient Reporting
    6
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Solver features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Solver
    Company Website
    Year Founded
    1996
    HQ Location
    Los Angeles, CA
    Twitter
    @SolverGlobal
    555 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    207 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Solver is a cloud-based extended financial planning and analysis solution (xFP&A) that increases access to actionable insights beyond the finance department to accelerate better decisions. Patente

Users
  • Controller
  • Senior Financial Analyst
Industries
  • Accounting
  • Hospital & Health Care
Market Segment
  • 66% Mid-Market
  • 19% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Solver is a platform that allows for user input data reception, Excel integration, and report creation without the need for a large ERP system.
  • Reviewers appreciate the platform's straightforward use, its ability to integrate with Microsoft Business Central for additional reporting capabilities, and the ease of report customization.
  • Users mentioned difficulties in setting up reports, limitations in functionality, and issues with support and training, as well as challenges in migrating to the cloud platform.
Solver Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Reporting Efficiency
20
Report Creation
19
Excel Integration
14
Customer Support
13
Cons
Learning Difficulty
14
Learning Curve
9
Performance Issues
7
Excel Compatibility
6
Inefficient Reporting
6
Solver features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.8
Seller Details
Seller
Solver
Company Website
Year Founded
1996
HQ Location
Los Angeles, CA
Twitter
@SolverGlobal
555 Twitter followers
LinkedIn® Page
www.linkedin.com
207 employees on LinkedIn®
Jedox
(181)4.4 out of 5
Optimized for quick response
43rd Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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 tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 50% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jedox Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Efficiency
    5
    Excel Integration
    5
    Flexibility
    5
    Integrations
    5
    Cons
    Learning Curve
    5
    Learning Difficulty
    4
    Complexity
    3
    Not Intuitive
    3
    Confusion
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.0
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,696 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    376 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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 tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 50% Mid-Market
  • 29% Small-Business
Jedox Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Efficiency
5
Excel Integration
5
Flexibility
5
Integrations
5
Cons
Learning Curve
5
Learning Difficulty
4
Complexity
3
Not Intuitive
3
Confusion
2
Jedox features and usability ratings that predict user satisfaction
8.6
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.0
Variance Analysis
Average: 8.8
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,696 Twitter followers
LinkedIn® Page
www.linkedin.com
376 employees on LinkedIn®
Spendesk
(405)4.6 out of 5
53rd Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, an

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 64% Mid-Market
    • 32% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Spendesk Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    Expense Management
    5
    Easy Setup
    3
    Easy Upload
    3
    Customer Support
    2
    Cons
    Payment Issues
    2
    Poor Customer Support
    2
    Reimbursement Issues
    2
    Slow Loading
    2
    Slow Performance
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Spendesk features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.2
    Adjustments
    Average: 8.8
    8.7
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Spendesk
    Year Founded
    2016
    HQ Location
    Paris, Île-de-France
    Twitter
    @Spendesk
    2,293 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    342 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spendesk is the complete spend management platform that saves businesses time and money by connecting company spend. With the integration of everyday technologies, built-in automation, procurement, an

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 64% Mid-Market
  • 32% Small-Business
Spendesk Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
Expense Management
5
Easy Setup
3
Easy Upload
3
Customer Support
2
Cons
Payment Issues
2
Poor Customer Support
2
Reimbursement Issues
2
Slow Loading
2
Slow Performance
2
Spendesk features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
9.2
Adjustments
Average: 8.8
8.7
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Spendesk
Year Founded
2016
HQ Location
Paris, Île-de-France
Twitter
@Spendesk
2,293 Twitter followers
LinkedIn® Page
www.linkedin.com
342 employees on LinkedIn®
Finmark
(16)4.6 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 94% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Finmark features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.3
    Adjustments
    Average: 8.8
    9.0
    Budget Hierarchies
    Average: 8.8
    9.0
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    BILL (previously Bill.com)
    Year Founded
    2006
    HQ Location
    San Jose, CA
    Twitter
    @billcom
    17,348 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,288 employees on LinkedIn®
    Ownership
    NYSE: BILL
Product Description
How are these determined?Information
This description is provided by the seller.

Finmark, a BILL financial planning and cash flow insights software. BILL (NYSE: BILL) is a leader in financial automation software for small and midsize businesses. We are dedicated to automating the

Users
No information available
Industries
No information available
Market Segment
  • 94% Small-Business
Finmark features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.3
Adjustments
Average: 8.8
9.0
Budget Hierarchies
Average: 8.8
9.0
Variance Analysis
Average: 8.8
Seller Details
Seller
BILL (previously Bill.com)
Year Founded
2006
HQ Location
San Jose, CA
Twitter
@billcom
17,348 Twitter followers
LinkedIn® Page
www.linkedin.com
3,288 employees on LinkedIn®
Ownership
NYSE: BILL
Upmetrics
(25)4.8 out of 5
Save to My Lists
Entry Level Price:$7.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 88% Small-Business
    • 12% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Upmetrics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    6
    Forecasting
    6
    Time-saving
    4
    Customer Support
    3
    Templates
    2
    Cons
    Limited Templates
    3
    Affordability Issues
    1
    Integration Issues
    1
    Lack of Tutorials
    1
    Limited Integration
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Upmetrics features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Upmetrics
    Year Founded
    2019
    HQ Location
    Surat, Gujarat
    Twitter
    @upmetrics
    178 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    34 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

Users
No information available
Industries
  • Computer Software
Market Segment
  • 88% Small-Business
  • 12% Mid-Market
Upmetrics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
6
Forecasting
6
Time-saving
4
Customer Support
3
Templates
2
Cons
Limited Templates
3
Affordability Issues
1
Integration Issues
1
Lack of Tutorials
1
Limited Integration
1
Upmetrics features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Upmetrics
Year Founded
2019
HQ Location
Surat, Gujarat
Twitter
@upmetrics
178 Twitter followers
LinkedIn® Page
www.linkedin.com
34 employees on LinkedIn®
Planful
(461)4.3 out of 5
Optimized for quick response
14th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

    Users
    • Financial Analyst
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Hospital & Health Care
    Market Segment
    • 48% Mid-Market
    • 46% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Planful is a platform designed to automate reporting and data consolidation, support multi-level sales management, and facilitate decision making.
    • Users like Planful's user-friendly interface, its ability to manipulate large quantities of data quickly, and its seamless integration with other data sources for easy report creation.
    • Users reported issues with Planful's initial learning curve, the complexity of its setup and training, and the lack of real-time updates due to the absence of direct integration with their ERP systems.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Planful Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    51
    Reporting
    33
    Reporting Efficiency
    22
    Planning
    21
    Features
    18
    Cons
    Learning Difficulty
    21
    Missing Features
    18
    Learning Curve
    16
    Limitations
    10
    Complexity
    7
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Planful features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Adjustments
    Average: 8.8
    8.5
    Budget Hierarchies
    Average: 8.8
    8.4
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Planful
    Company Website
    Year Founded
    2000
    HQ Location
    San Francisco, CA
    Twitter
    @Planful
    7,654 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    691 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Planful is the pioneer of end-to-end financial close, consolidation, and financial planning & analysis (FP&A) cloud software. The Planful platform is used by the Office of the CFO around the g

Users
  • Financial Analyst
  • Senior Financial Analyst
Industries
  • Computer Software
  • Hospital & Health Care
Market Segment
  • 48% Mid-Market
  • 46% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Planful is a platform designed to automate reporting and data consolidation, support multi-level sales management, and facilitate decision making.
  • Users like Planful's user-friendly interface, its ability to manipulate large quantities of data quickly, and its seamless integration with other data sources for easy report creation.
  • Users reported issues with Planful's initial learning curve, the complexity of its setup and training, and the lack of real-time updates due to the absence of direct integration with their ERP systems.
Planful Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
51
Reporting
33
Reporting Efficiency
22
Planning
21
Features
18
Cons
Learning Difficulty
21
Missing Features
18
Learning Curve
16
Limitations
10
Complexity
7
Planful features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 9.2
8.1
Adjustments
Average: 8.8
8.5
Budget Hierarchies
Average: 8.8
8.4
Variance Analysis
Average: 8.8
Seller Details
Seller
Planful
Company Website
Year Founded
2000
HQ Location
San Francisco, CA
Twitter
@Planful
7,654 Twitter followers
LinkedIn® Page
www.linkedin.com
691 employees on LinkedIn®
Martus
(37)4.8 out of 5
Optimized for quick response
30th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Martus is a powerful financial management solution designed to help organizations streamline their budgeting, reporting, and forecasting processes. This software provides a collaborative environment t

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Religious Institutions
    Market Segment
    • 65% Mid-Market
    • 30% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Martus Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    5
    Ease of Use
    5
    Budgeting Efficiency
    4
    Budgeting Management
    4
    Integrations
    4
    Cons
    Access Control
    2
    Complexity
    2
    Learning Curve
    2
    Access Management
    1
    Accounting Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Martus features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Adjustments
    Average: 8.8
    8.7
    Budget Hierarchies
    Average: 8.8
    8.7
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Martus Solutions
    Company Website
    Year Founded
    2007
    HQ Location
    Greenville, US
    LinkedIn® Page
    www.linkedin.com
    37 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Martus is a powerful financial management solution designed to help organizations streamline their budgeting, reporting, and forecasting processes. This software provides a collaborative environment t

Users
No information available
Industries
  • Non-Profit Organization Management
  • Religious Institutions
Market Segment
  • 65% Mid-Market
  • 30% Small-Business
Martus Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
5
Ease of Use
5
Budgeting Efficiency
4
Budgeting Management
4
Integrations
4
Cons
Access Control
2
Complexity
2
Learning Curve
2
Access Management
1
Accounting Limitations
1
Martus features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.5
Adjustments
Average: 8.8
8.7
Budget Hierarchies
Average: 8.8
8.7
Variance Analysis
Average: 8.8
Seller Details
Seller
Martus Solutions
Company Website
Year Founded
2007
HQ Location
Greenville, US
LinkedIn® Page
www.linkedin.com
37 employees on LinkedIn®
Fuelfinance
(36)4.9 out of 5
Save to My Lists
Entry Level Price:Starting at $1,199.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (includi

    Users
    No information available
    Industries
    • Computer Software
    • Marketing and Advertising
    Market Segment
    • 53% Small-Business
    • 47% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Fuelfinance Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Financial Management
    13
    Insights
    8
    Budgeting Management
    6
    Ease of Use
    5
    Insights Analysis
    5
    Cons
    Limited Integration
    2
    Limited Integrations
    2
    Customization Difficulties
    1
    Difficult Customization
    1
    Downtime Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fuelfinance features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.8
    Adjustments
    Average: 8.8
    9.9
    Budget Hierarchies
    Average: 8.8
    10.0
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fuelfinance
    Year Founded
    2019
    HQ Location
    Delaware, IA
    Twitter
    @fuelfinance_
    322 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    43 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fuelfinance is the #1 financial planning and analysis solution for SaaS businesses and professional services. 1) No chaos in finance — all your financial and operational data in one place (includi

Users
No information available
Industries
  • Computer Software
  • Marketing and Advertising
Market Segment
  • 53% Small-Business
  • 47% Mid-Market
Fuelfinance Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Financial Management
13
Insights
8
Budgeting Management
6
Ease of Use
5
Insights Analysis
5
Cons
Limited Integration
2
Limited Integrations
2
Customization Difficulties
1
Difficult Customization
1
Downtime Issues
1
Fuelfinance features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.8
Adjustments
Average: 8.8
9.9
Budget Hierarchies
Average: 8.8
10.0
Variance Analysis
Average: 8.8
Seller Details
Seller
Fuelfinance
Year Founded
2019
HQ Location
Delaware, IA
Twitter
@fuelfinance_
322 Twitter followers
LinkedIn® Page
www.linkedin.com
43 employees on LinkedIn®
Phocas Software
(176)4.6 out of 5
29th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail.

    Users
    No information available
    Industries
    • Wholesale
    • Electrical/Electronic Manufacturing
    Market Segment
    • 67% Mid-Market
    • 22% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Phocas Software Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Efficiency
    9
    Data Analysis
    8
    Customer Support
    7
    Speed
    7
    Cons
    Learning Curve
    6
    Confusion
    4
    Learning Difficulty
    4
    Expensive
    3
    Formatting Difficulties
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Phocas Software features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.7
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.9
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Phocas Software
    Company Website
    Year Founded
    1999
    HQ Location
    Sydney, AU
    Twitter
    @PhocasSoftware
    1,662 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    309 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Phocas Software delivers cloud-based business intelligence (BI) and financial planning and analysis (FP&A) solutions for mid-market businesses in wholesale distribution, manufacturing, and retail.

Users
No information available
Industries
  • Wholesale
  • Electrical/Electronic Manufacturing
Market Segment
  • 67% Mid-Market
  • 22% Small-Business
Phocas Software Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Efficiency
9
Data Analysis
8
Customer Support
7
Speed
7
Cons
Learning Curve
6
Confusion
4
Learning Difficulty
4
Expensive
3
Formatting Difficulties
3
Phocas Software features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 9.2
8.7
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.9
Variance Analysis
Average: 8.8
Seller Details
Seller
Phocas Software
Company Website
Year Founded
1999
HQ Location
Sydney, AU
Twitter
@PhocasSoftware
1,662 Twitter followers
LinkedIn® Page
www.linkedin.com
309 employees on LinkedIn®
SAP Business Planning and Consolidation (BPC)
(111)4.3 out of 5
View top Consulting Services for SAP Business Planning and Consolidation (BPC)
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    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

    Users
    • Senior Consultant
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 58% Enterprise
    • 26% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • SAP Business Planning and Consolidation (BPC) Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Time Efficiency
    2
    Budgeting
    1
    Budgeting Management
    1
    Budget Management
    1
    Collaboration
    1
    Cons
    Bugs
    1
    Data Management Issues
    1
    Difficult Setup
    1
    Expensive
    1
    Improvements Needed
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
    8.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.1
    Adjustments
    Average: 8.8
    9.2
    Budget Hierarchies
    Average: 8.8
    8.9
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    SAP
    Year Founded
    1972
    HQ Location
    Walldorf
    Twitter
    @SAP
    299,996 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    131,387 employees on LinkedIn®
    Ownership
    NYSE:SAP
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Senior Consultant
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 58% Enterprise
  • 26% Mid-Market
SAP Business Planning and Consolidation (BPC) Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Time Efficiency
2
Budgeting
1
Budgeting Management
1
Budget Management
1
Collaboration
1
Cons
Bugs
1
Data Management Issues
1
Difficult Setup
1
Expensive
1
Improvements Needed
1
SAP Business Planning and Consolidation (BPC) features and usability ratings that predict user satisfaction
8.3
Has the product been a good partner in doing business?
Average: 9.2
9.1
Adjustments
Average: 8.8
9.2
Budget Hierarchies
Average: 8.8
8.9
Variance Analysis
Average: 8.8
Seller Details
Seller
SAP
Year Founded
1972
HQ Location
Walldorf
Twitter
@SAP
299,996 Twitter followers
LinkedIn® Page
www.linkedin.com
131,387 employees on LinkedIn®
Ownership
NYSE:SAP
PlanGuru
(37)4.5 out of 5
48th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:$99.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make imple

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 65% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • PlanGuru Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    4
    Ease of Use
    4
    Features
    4
    Budgeting
    3
    Budgeting Management
    3
    Cons
    Complexity
    2
    Time Consumption
    2
    Budgeting Issues
    1
    Clunky Interface
    1
    Confusion
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • PlanGuru features and usability ratings that predict user satisfaction
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Adjustments
    Average: 8.8
    8.8
    Budget Hierarchies
    Average: 8.8
    8.6
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    PlanGuru
    Year Founded
    2013
    HQ Location
    Wilkes Barre, PA
    Twitter
    @planguru
    197 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    11 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PlanGuru is a tool for budgeting, forecasting, and performance review for small and mid-sized companies, it has a simple, intuitive interface and solid integration with Quickbooks and Excel make imple

Users
No information available
Industries
  • Accounting
Market Segment
  • 65% Small-Business
  • 38% Mid-Market
PlanGuru Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
4
Ease of Use
4
Features
4
Budgeting
3
Budgeting Management
3
Cons
Complexity
2
Time Consumption
2
Budgeting Issues
1
Clunky Interface
1
Confusion
1
PlanGuru features and usability ratings that predict user satisfaction
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.6
Adjustments
Average: 8.8
8.8
Budget Hierarchies
Average: 8.8
8.6
Variance Analysis
Average: 8.8
Seller Details
Seller
PlanGuru
Year Founded
2013
HQ Location
Wilkes Barre, PA
Twitter
@planguru
197 Twitter followers
LinkedIn® Page
www.linkedin.com
11 employees on LinkedIn®
Datarails
(196)4.6 out of 5
Optimized for quick response
23rd Easiest To Use in Budgeting and Forecasting software
View top Consulting Services for Datarails
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  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

    Users
    • Chief Financial Officer
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 70% Mid-Market
    • 21% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Datarails is a financial reporting tool that consolidates data from multiple sources, automates analytics, and provides reporting capabilities within Excel.
    • Reviewers frequently mention the ease of use, the ability to automate manual tasks, the seamless integration with Excel and other accounting software, and the excellent customer support.
    • Reviewers experienced challenges with the initial setup and onboarding process, slow refresh rates, limitations in dashboard building, and difficulties with data mapping and report building.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    41
    Customer Support
    32
    Reporting Efficiency
    27
    Data Management
    21
    Excel Integration
    21
    Cons
    Learning Difficulty
    20
    Reporting Issues
    14
    Learning Curve
    13
    Steep Learning Curve
    11
    Inefficient Reporting
    10
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Adjustments
    Average: 8.8
    8.4
    Budget Hierarchies
    Average: 8.8
    8.3
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,133 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    264 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is the AI-powered Financial Planning and Analysis platform for Excel users. Datarails allows finance teams to continue to reap all the benefits you love from Excel, while bringing data cons

Users
  • Chief Financial Officer
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 70% Mid-Market
  • 21% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Datarails is a financial reporting tool that consolidates data from multiple sources, automates analytics, and provides reporting capabilities within Excel.
  • Reviewers frequently mention the ease of use, the ability to automate manual tasks, the seamless integration with Excel and other accounting software, and the excellent customer support.
  • Reviewers experienced challenges with the initial setup and onboarding process, slow refresh rates, limitations in dashboard building, and difficulties with data mapping and report building.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
41
Customer Support
32
Reporting Efficiency
27
Data Management
21
Excel Integration
21
Cons
Learning Difficulty
20
Reporting Issues
14
Learning Curve
13
Steep Learning Curve
11
Inefficient Reporting
10
Datarails features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.3
Adjustments
Average: 8.8
8.4
Budget Hierarchies
Average: 8.8
8.3
Variance Analysis
Average: 8.8
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,133 Twitter followers
LinkedIn® Page
www.linkedin.com
264 employees on LinkedIn®
iplicit
(67)4.5 out of 5
Optimized for quick response
44th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for

    Users
    • Finance Manager
    Industries
    • Non-Profit Organization Management
    • Higher Education
    Market Segment
    • 52% Mid-Market
    • 48% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Iplicit is a core financial platform that provides automation, reporting, and forecasting capabilities, but lacks the ability to develop the platform.
    • Users frequently mention the platform's flexibility, ease of navigation, cost-effectiveness, comprehensive suite of financial tools, and the ability to manage multiple entities as key benefits.
    • Reviewers experienced issues with the platform's user interface design, mismatch between expectations and delivery, unreliable bank feeds, slow customer support, occasional system downtime, and the need for constant refreshing.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • iplicit Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Customer Support
    16
    Intuitive
    10
    Time Saving
    9
    Automation Efficiency
    7
    Cons
    Missing Features
    8
    Learning Difficulty
    7
    Not User-Friendly
    5
    Improvements Needed
    4
    Limited Customization
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • iplicit features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Adjustments
    Average: 8.8
    7.6
    Budget Hierarchies
    Average: 8.8
    7.5
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    iplicit
    Company Website
    Year Founded
    2013
    HQ Location
    London, England
    Twitter
    @iplicit
    3,245 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    135 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iplicit is a type of cloud accounting software solution designed to help users modernise their financial operations and support business growth. This innovative software is particularly beneficial for

Users
  • Finance Manager
Industries
  • Non-Profit Organization Management
  • Higher Education
Market Segment
  • 52% Mid-Market
  • 48% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Iplicit is a core financial platform that provides automation, reporting, and forecasting capabilities, but lacks the ability to develop the platform.
  • Users frequently mention the platform's flexibility, ease of navigation, cost-effectiveness, comprehensive suite of financial tools, and the ability to manage multiple entities as key benefits.
  • Reviewers experienced issues with the platform's user interface design, mismatch between expectations and delivery, unreliable bank feeds, slow customer support, occasional system downtime, and the need for constant refreshing.
iplicit Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Customer Support
16
Intuitive
10
Time Saving
9
Automation Efficiency
7
Cons
Missing Features
8
Learning Difficulty
7
Not User-Friendly
5
Improvements Needed
4
Limited Customization
3
iplicit features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
7.8
Adjustments
Average: 8.8
7.6
Budget Hierarchies
Average: 8.8
7.5
Variance Analysis
Average: 8.8
Seller Details
Seller
iplicit
Company Website
Year Founded
2013
HQ Location
London, England
Twitter
@iplicit
3,245 Twitter followers
LinkedIn® Page
www.linkedin.com
135 employees on LinkedIn®
Basis
(12)4.9 out of 5
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and das

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 83% Small-Business
    • 17% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Basis features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    Adjustments
    Average: 8.8
    9.8
    Budget Hierarchies
    Average: 8.8
    9.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Basis Finance
    Year Founded
    2023
    HQ Location
    Los Angeles, US
    LinkedIn® Page
    www.linkedin.com
    51 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Basis is a strategic finance platform that finance teams use to bring together financial and operational data, create and maintain data-integrated planning models, and build self-serve reports and das

Users
No information available
Industries
No information available
Market Segment
  • 83% Small-Business
  • 17% Mid-Market
Basis features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.6
Adjustments
Average: 8.8
9.8
Budget Hierarchies
Average: 8.8
9.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Basis Finance
Year Founded
2023
HQ Location
Los Angeles, US
LinkedIn® Page
www.linkedin.com
51 employees on LinkedIn®
Primetric
(71)4.9 out of 5
16th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 63% Mid-Market
    • 28% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Primetric Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Resource Management
    5
    Automation
    4
    Report Generation
    4
    Intuitive
    3
    Project Management
    3
    Cons
    Missing Features
    3
    App Functionality
    1
    Budgeting/Accounting Issues
    1
    Change Adjustments
    1
    Language Limitations
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Primetric features and usability ratings that predict user satisfaction
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    0.0
    No information available
    0.0
    No information available
    0.0
    No information available
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Primetric
    Year Founded
    2016
    HQ Location
    Wrocław, Dolnosląskie
    LinkedIn® Page
    www.linkedin.com
    24 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

With Primetric, you can easily forecast people availability and projects profitability in your professional service company. Plan, track, budget, and optimize from a high-level view.

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 63% Mid-Market
  • 28% Small-Business
Primetric Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Resource Management
5
Automation
4
Report Generation
4
Intuitive
3
Project Management
3
Cons
Missing Features
3
App Functionality
1
Budgeting/Accounting Issues
1
Change Adjustments
1
Language Limitations
1
Primetric features and usability ratings that predict user satisfaction
9.5
Has the product been a good partner in doing business?
Average: 9.2
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Seller
Primetric
Year Founded
2016
HQ Location
Wrocław, Dolnosląskie
LinkedIn® Page
www.linkedin.com
24 employees on LinkedIn®
LivePlan
(31)4.1 out of 5
Save to My Lists
Entry Level Price:$20.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Become a more confident business owner and strategically manage your business

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 84% Small-Business
    • 10% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LivePlan Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    7
    User Interface
    3
    Features
    2
    Forecasting Efficiency
    2
    Budgeting Management
    1
    Cons
    Difficult Customization
    2
    Expensive
    2
    Improvements Needed
    2
    Inadequate Budgeting Tools
    2
    Missing Features
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LivePlan features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    7.0
    Adjustments
    Average: 8.8
    7.2
    Budget Hierarchies
    Average: 8.8
    7.2
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Palo Alto Software
    Year Founded
    1988
    HQ Location
    Eugene, OR
    Twitter
    @paloaltosoft
    663 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    67 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LivePlan simplifies business planning, budgeting, forecasting, and performance tracking for small businesses and startups. Become a more confident business owner and strategically manage your business

Users
No information available
Industries
  • Accounting
Market Segment
  • 84% Small-Business
  • 10% Enterprise
LivePlan Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
7
User Interface
3
Features
2
Forecasting Efficiency
2
Budgeting Management
1
Cons
Difficult Customization
2
Expensive
2
Improvements Needed
2
Inadequate Budgeting Tools
2
Missing Features
2
LivePlan features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 9.2
7.0
Adjustments
Average: 8.8
7.2
Budget Hierarchies
Average: 8.8
7.2
Variance Analysis
Average: 8.8
Seller Details
Seller
Palo Alto Software
Year Founded
1988
HQ Location
Eugene, OR
Twitter
@paloaltosoft
663 Twitter followers
LinkedIn® Page
www.linkedin.com
67 employees on LinkedIn®
Float
(44)4.4 out of 5
47th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Float is an award-winning cash flow forecasting add-on for businesses using Xero, Quickbooks Online, or FreeAgent accounting software. Float creates cash flow forecasts that are more accurate, alway

    Users
    No information available
    Industries
    • Marketing and Advertising
    • Information Technology and Services
    Market Segment
    • 75% Small-Business
    • 16% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Float features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.4
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Float
    Year Founded
    2019
    HQ Location
    Stockholm, Sweden
    Twitter
    @float_funding
    4 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Float is an award-winning cash flow forecasting add-on for businesses using Xero, Quickbooks Online, or FreeAgent accounting software. Float creates cash flow forecasts that are more accurate, alway

Users
No information available
Industries
  • Marketing and Advertising
  • Information Technology and Services
Market Segment
  • 75% Small-Business
  • 16% Mid-Market
Float features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.2
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.4
Variance Analysis
Average: 8.8
Seller Details
Seller
Float
Year Founded
2019
HQ Location
Stockholm, Sweden
Twitter
@float_funding
4 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Accounting Seed
(157)4.1 out of 5
Optimized for quick response
36th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Connect and automate finance across your entire business with the #1 accounting solution built on Salesforce. Our product is a comprehensive accounting application that is both 100% native to the

    Users
    • CFO
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 59% Small-Business
    • 43% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Accounting Seed Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Accounting
    13
    Ease of Use
    12
    Integrations
    12
    Easy Integrations
    10
    Customizability
    9
    Cons
    Missing Features
    8
    Access Restrictions
    5
    Accounting Limitations
    5
    Complicated Reporting
    5
    Inadequate Reporting
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Accounting Seed features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Adjustments
    Average: 8.8
    8.0
    Budget Hierarchies
    Average: 8.8
    8.1
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Accounting Seed
    Company Website
    Year Founded
    2008
    HQ Location
    Columbia, MD
    Twitter
    @AccountingSeed
    3,173 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    108 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Connect and automate finance across your entire business with the #1 accounting solution built on Salesforce. Our product is a comprehensive accounting application that is both 100% native to the

Users
  • CFO
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 59% Small-Business
  • 43% Mid-Market
Accounting Seed Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Accounting
13
Ease of Use
12
Integrations
12
Easy Integrations
10
Customizability
9
Cons
Missing Features
8
Access Restrictions
5
Accounting Limitations
5
Complicated Reporting
5
Inadequate Reporting
5
Accounting Seed features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Adjustments
Average: 8.8
8.0
Budget Hierarchies
Average: 8.8
8.1
Variance Analysis
Average: 8.8
Seller Details
Seller
Accounting Seed
Company Website
Year Founded
2008
HQ Location
Columbia, MD
Twitter
@AccountingSeed
3,173 Twitter followers
LinkedIn® Page
www.linkedin.com
108 employees on LinkedIn®
Pry
(29)4.6 out of 5
Save to My Lists
Entry Level Price:$50/mo 14-day free trial
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hir

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 79% Small-Business
    • 10% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Pry features and usability ratings that predict user satisfaction
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Adjustments
    Average: 8.8
    8.6
    Budget Hierarchies
    Average: 8.8
    8.6
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Brex
    Year Founded
    2017
    HQ Location
    San Francisco, California
    Twitter
    @brexHQ
    18,709 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,526 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Pry is a financial planning platform that is the first real alternative to spreadsheets for small businesses. Use Pry to connect your financial stack for a real-time budget vs actuals, manage your hir

Users
No information available
Industries
  • Computer Software
Market Segment
  • 79% Small-Business
  • 10% Mid-Market
Pry features and usability ratings that predict user satisfaction
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.6
Adjustments
Average: 8.8
8.6
Budget Hierarchies
Average: 8.8
8.6
Variance Analysis
Average: 8.8
Seller Details
Seller
Brex
Year Founded
2017
HQ Location
San Francisco, California
Twitter
@brexHQ
18,709 Twitter followers
LinkedIn® Page
www.linkedin.com
1,526 employees on LinkedIn®
Place
(30)4.7 out of 5
46th Easiest To Use in Budgeting and Forecasting software
Save to My Lists
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning f

    Users
    No information available
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 50% Small-Business
    • 50% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Place features and usability ratings that predict user satisfaction
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Adjustments
    Average: 8.8
    8.3
    Budget Hierarchies
    Average: 8.8
    8.8
    Variance Analysis
    Average: 8.8
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Place Technology
    Year Founded
    2018
    HQ Location
    Austin, Texas
    Twitter
    @PlaceTechnology
    126 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The Revenue Management Software Built Natively on Salesforce Place is the only RevOps platform purpose-built within Salesforce to power end-to-end revenue management and accurate financial planning f

Users
No information available
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 50% Small-Business
  • 50% Mid-Market
Place features and usability ratings that predict user satisfaction
9.8
Has the product been a good partner in doing business?
Average: 9.2
8.8
Adjustments
Average: 8.8
8.3
Budget Hierarchies
Average: 8.8
8.8
Variance Analysis
Average: 8.8
Seller Details
Seller
Place Technology
Year Founded
2018
HQ Location
Austin, Texas
Twitter
@PlaceTechnology
126 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
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42 Listings in Small Business Budgeting and Forecasting Available

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