“rigid setup and unhelpful support”

Pros

It does offer the ability to create multiple budgets including sales budgets which was one of the features we needed.

Cons

A big frustration was how limited the customization was and even after setting up a custom format, it didn't carry over to other budgets. It also missed a key function by not letting us properly compare actuals against the budget. On top of that, customer support wasn't willing to really help and just pointed us to documentation that wasn't useful, while acting as if we hadn't already tried that first.

“forecasting that really works”

Pros

Generating forecasts is pretty easy with this software. The interface feels a bit dated at first but once you understand how the system is set up, it becomes simple to navigate and use.

Cons

Something to watch out for is the non refundable auto renewal. We had decided to stop using the software but the subscription renewed automatically anyway. Since there's no refund policy, we ended up stuck paying for a contract we no longer wanted.

“powerful five year forecasting”

Pros

Once you get comfortable with the solution, it lets you build complete five year financial forecasts in just 2 to 3 hours. The QuickBooks Online interface is also solid and reliable.

Cons

It does take some time to really learn how to use the solution properly but the power it offers makes that effort worthwhile.

“polished budgets”

Pros

It is easy to work with and helps create budgets that look polished and professional.

Cons

A few features are still missing but the software is continually improving and evolving.

“helpful balance tools”

Pros

Creating a balance sheet along with sales and cost projections was surprisingly quick, even without any prior experience. The software walks you through each step and really helps coach you through the whole process.

Cons

At times, entering all of the data felt a bit inconvenient though honestly I'm not sure there's a practical way to make that part much easier.

“quickbooks integration, limited payroll setup”

Pros

Getting this software connected with QuickBooks was a plus and the setup process was fairly quick and easy to put in place.

Cons

One thing that didn't work well was having to use the employee screen and enter every person individually instead of being able to record payroll as one overall expense item which also didn't tie in with my historical data. I also ran into limitations around budgeting and forecasting since there wasn't a way to apply a percentage split for variable versus fixed costs when revenue changed so the information didn't flow through automatically and I couldn't just update it in one place.

“Good for non-accountants”

Pros

Includes built in elements for financial projections that I wouldn't have even thought to add as a non-accountant which made the whole process much more complete and helpful.

Cons

Was difficult to shift the timing of projected values. If I entered numbers and later realized they shouldn't apply until six months later, I had to manually update every field one by one. There wasn't a drag and drop option to move everything forward and automatically adjust the full projection curve.

“helpful budget control”

Pros

It helps us keep our revenue aligned with our expenses which makes budgeting and financial planning much easier to manage.

Cons

Starting off is too expensive and it really needs a monthly pricing option.

“powerful forecasting for manufacturing”

Pros

Has been a very strong forecasting tool especially for manufacturing, product-based or unit-driven operations. It gives useful support for efficiency analysis as well which makes it even more valuable.

Cons

Getting all of the inputs set up can be a little tricky and fairly time-consuming but that feels pretty normal for any analysis tool of this kind.

“user friendly reports”

Pros

Right away, the interface felt very accessible to use and it also came with several reporting features that were genuinely useful.

Cons

It would be even better with more detailed product pricing tools for testing scenarios and estimating potential revenue.