# Axiom Software Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Axiom Software the right Financial Management solution for you? Explore 31 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/128819/Axiom-EPM/reviews

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Axiom Software

4.3 (31)

[View alternatives](https://www.capterra.com/p/128819/Axiom-EPM/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of Axiom Software

Ease of use

4.1

Customer Service

3.5

## Pros and Cons in Reviews

JB

JOdy B

Director FP&AFinancial Services, 1,001 - 5,000 employeesUsed the software for: More than 2 years.

“AXIOM has so much flexibility and customization that allows users to create custom reports and Budget plan files based on the exact needs of the bank.“

June 18, 2021

MS

Maria S

Sr financial systems managerHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: More than 2 years.

“We have to pay for additional customizations that are not out of the box functionality and when an upgrade happens, a lot of the customizations go away. “

June 18, 2021

SM

Sarah M

Senior Financial AnalystHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: More than 2 years.

“We've never felt like we've been lacking customer support when software issues have arisen, and there is a lot of learning material available to let users become comfortable using the product quickly.“

June 18, 2021

MT

Masen T

Senior Financial AnalystBanking, 501 - 1,000 employeesUsed the software for: 1-2 years.

“The web dashboard builder has been very difficult to learn how to build reports from, and I haven't found many training videos or classes to help me learn more.“

June 18, 2021

SZ

Samantha Z

Sr. Analyst, Decision SupportHospital & Health Care, 5,001 - 10,000 employeesUsed the software for: Less than 6 months.

“The product is simple to use and it has been invaluable in getting our organization to understand and use our data to prioritize initiatives, projects, and cost saving activities“

June 23, 2021

LB

Lisa B

Manager of finance and reportingHospital & Health Care, 1,001 - 5,000 employeesUsed the software for: More than 2 years.

“customer support is not very effective, long wait for the reply“

June 18, 2021

CM

Christopher M

Financial AnalystHospital & Health Care, 1,001 - 5,000 employeesUsed the software for: More than 2 years.

“The software is user friendly and has nice features that have enhanced our budgeting experience.“

June 21, 2021

## Showing most helpful reviews

Showing 1-25 of 31 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

JK

Jasen K.  
Manager Financial Planning & Analysis  
Banking  
Used the software for: 1-2 years

### "Axiom Software Review"

June 21, 2021

4.0

The tool has been great for automating reports thus cutting down on creating reports manually. The budget process also was much more simplistic even with greater amounts of detail..

Pros

The consolidation process runs smoothly and is fully automated. It also has functionality for the banking industry that includes FTP and RAROC.

Cons

Still needs work on dashboard functionality and ability to model information using R or a similar modeling language.

Review Source

SD

Sean D.  
Sr. Financial Analyst - Corporate FP&A  
Hospital & Health Care  
Used the software for: 2+ years

### "Excellent Excel based Application!"

June 18, 2021

4.0

Pros

I like how this software has an Excel based version which is easily understood if you are a proficient excel user. This allows the software to be simplistic enough for most business people's daily use but also has the capability to be very customizable and technical when needed. My favorite thing is the excel based report writing. It allows for dynamic reports that update automatically and can be fully automated with the scheduler.

Cons

In the capital planning and capital tracking modules web application it doesn't allow you to open attachments in another window, you must duplicate the tab in your web browser and then open to attachment if you want to see both at the same time to confirm quotes to what has been entered in the request.

Review Source

CM

Christopher M.  
Financial Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "Friendly to use but terrible to get support"

June 21, 2021

3.0

I like the product but the support is terrible.

Pros

The software is user friendly and has nice features that have enhanced our budgeting experience.

Cons

The support takes over a month to get back to you on critical cases at times and sometimes even longer.

Review Source

WA

Waqas A.  
Campaign Marketing  
Pharmaceuticals  
Used the software for: 1-2 years

### "Review for Axiom EPM by Syntellis "

January 13, 2023

4.0

It has been a great time for us to use Axiom, unfortunately, it didn't work out for us to use the enterprise performance management software as it was complicated to use and customer support was not up to the mark.

Pros

It does help you manage all the risks and have everything visualised properly

Cons

It is expensive, once you go with axiom you cannot leave them as migration is nearly impossible unless you wanna start building your own data over again

Review Source

EA

Edelmira A.  
FP&A System Administrator  
Banking  
Used the software for: 2+ years

### "Axiom Pros/Cons"

June 18, 2021

5.0

Excellent tool to analyze and combine data from different prospective. Easy to create new functionalities and scalability

Pros

Excel base. Easy to use. Easy to develop. Scalability. Easy navigation. Data Availability

Cons

Not friendly report creation / Dashboards. Slow dashboards

Review Source

CE

Corey E.  
Financial Analyst Associate  
Financial Services  
Used the software for: 6-12 months

### "Comprehensive Financial Reporting Tool"

February 20, 2023

5.0

Pros

This product looks like Excel and has some of the same functionality, but there are also additional tools. Most helpful is the GetData function, which allows you to quickly pull data from different tables.

Cons

There are row limits on tables, which means if you want to view a table with over 50,000 rows, you have to create a report to see the whole teable.

Review Source

SD

Sandra D.  
Director Corporate Development and Financial Planning & Analysis  
Banking  
Used the software for: 2+ years

### "Learning curve but worth it"

June 18, 2021

4.0

We really like Axiom Software. It has been over five years since we have had it and are able to automate a lot of manual processes and reports.

Pros

Once understood, it is pretty easy to use. You can also customize it to pretty much any type of data you want to bring in

Cons

There is a learning curve with setting up queries. Support could also be better.

Review Source

FV

Fred V.  
Senior Financial Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "Axiom evaluation"

June 22, 2021

5.0

Relatively east to report, budget &forcast for our entire system.

Pros

User friendly, integration, excel based, report modification.

Cons

Not a fan of Window's client for administrators accessing the budget flan files

Reason for choosing Axiom Software

Been using Axiom for some time, Kaufman Hall before that.

Review Source

MT

Masen T.  
Senior Financial Analyst  
Banking  
Used the software for: 1-2 years

### "UCCU Review"

June 18, 2021

5.0

We have been pleased with almost everything.

Pros

I enjoy the large capabilities that exist through it. Our last software was very limited, so it has been great to have all those limits removed for our business now.

Cons

The web dashboard builder has been very difficult to learn how to build reports from, and I haven't found many training videos or classes to help me learn more.

Review Source

TW

Thomas W.  
Financial Analysis and Forecast Supv  
Hospital & Health Care  
Used the software for: 2+ years

### "Powerful Software"

June 18, 2021

5.0

Pros

The Syntellis is flexible and allows for customization. Their software support team is prompt and courteous

Cons

It can be slow when querying larges amounts of data. Not sure there is a lot of software out there that isn't slow in this setting, however.

Review Source

VR

Verified Reviewer  
Engineer  
Civil Engineering  
Used the software for: I used a free trial

### "Syntellis Axiom"

September 1, 2024

4.0

Powerful, user-friendly, but requires significant customization for optimal use.

Pros

Syntellis Axiom Software offers robust financial planning, user-friendly customization, powerful analytics, seamless integration, and strong industry-specific solutions.

Cons

Limited scalability for smaller organizations.vLimited scalability for smaller organizations.

Review Source

MH

Mark H.  
VP, Director of FP&A  
Banking  
Used the software for: 2+ years

### "Great product but awful support"

August 7, 2021

5.0

I get the sense that financial institutions have taken a distant back seat to health care clients. Syntellis discusses having 3 main verticals: financial institutions, health care, and higher education. However, the years of Kaufman Hall ownership clearly solidified health care as their main vertical, and consequently, most of their support resources are allocated to health care clients. I miss the days when financial institution clients were cared for and treated well.

Pros

It's intuitive for Excel users since Excel sits behind the product. It's a powerful software that satisfies our needs in financial reporting, budgeting, forecasting, profitability reporting, incentive compensation, loan pricing, risk-adjusted capital allocation, etc. I feel like the cost has been well worth the output and information gained.

Cons

When we partnered with Axiom EPM in late 2012, their support was incredible. We would often have our issues resolved within an hour. Now it takes several days, on average, for resolution. I submitted an urgent support ticket earlier in the week. 3 full business days have passed without assignment (I can see the current status in the customer portal). I've complained to them about their support for a few years now, including a 30 minute conversation with their previous \[SENSITIVE CONTENT HIDDEN\] last year. They kept saying that they're working to improve support, but this week is evidence that there are still major problems, especially when it comes to supporting financial institution clients.

Alternatives considered

[NetSuite](https://www.capterra.com/p/135757/NetSuite/)[IBM Cognos Analytics](https://www.capterra.com/p/240583/IBM-Cognos-Analytics/)

Reason for choosing Axiom Software

We saw Axiom as a superior and intuitive product having individuals there with deep knowledge of the needs of financial institutions. Their support was phenomenal (off the charts). They were actually supporting our previous vendor's product for free since many of them moved companies. Their support was a main reason we had confidence in them. Unfortunately, all of the original individuals with many years of banking experience are no longer there. It's a very different company today than the one we signed up with in 2012.

Review Source

Response from Syntellis Performance Solutions

August 14, 2021

Hello Mark, Thank you for your feedback. While we're glad that you're pleased with the quality and functionality of Axiom Software, we regret that you have not had as positive of a support experience. Our team has time set up with you to discuss this further and we're confident that we can resolve the issue. We are committed to providing the best experience to all of our clients, regardless of industry, and look forward to providing you and your team with an elevated level of support that meets your expectations, and ours. Thank you, The Syntellis Team

SM

Sarah M.  
Senior Financial Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "Solid all-around product"

June 18, 2021

4.0

Overall our experience with Axiom Software has been a positive one. I can't really imagine another software accomplishing everything to the same degree and allowing our organization the same workflows & user capabilities that we have today.

Pros

Axiom sent out a representative to be with our organization on site during implementation which helped us tremendously. We've never felt like we've been lacking customer support when software issues have arisen, and there is a lot of learning material available to let users become comfortable using the product quickly. I'm able to complete the majority of my work using the single platform which makes things a lot easier on users.

Cons

There always seems to be some bugs around software-update time which can cause some work-stoppage issues, but if you plan for updates it's nothing catastrophic. The forecasting features seem a little inferior compared to budgeting, but that could also be due to forecasting being such a new concept.

Review Source

VR

Verified Reviewer  
Financial Systems Director  
Higher Education  
Used the software for: 2+ years

### "Axiom is the future for Higher Ed budgeting"

June 18, 2021

4.0

Overall, my experience with Axiom has been very positive. Because of how managing and reporting on data is handled, it makes it very direct and simple to implement improvements and new ideas within the system. I have expanded the existing functionality with only a 2 person team while maintaining the Axiom system for our entire campus.

Pros

The ability to consolidate and deconstruct budgeting data for reporting purposes and individual analysis.

Cons

The Excel client can be sluggish at times.

Reason for choosing Axiom Software

Price, feature set, vision with regards to budgeting, and admin ease of use.

Review Source

JB

JOdy B.  
Director FP&A  
Financial Services  
Used the software for: 2+ years

### "Very Flexible and Custom"

June 18, 2021

5.0

The implementation was top notch and the annual conferences add a ton of value. The only improvement that needs to happen is on the Support side. The Support team is great and extremely knowledgeable and solves the issues, the problem is getting a hold of someone. They force you to send an email or a chat, but the chat is a bot. The response times are usually hours if not days, but again, once we get someone to answer our question, they always resolve the issue and are extremely helpful.

Pros

We have been able to decrease our Budget Cycle time with the use of AXIOM by almost 75% compared to our previous software. AXIOM has so much flexibility and customization that allows users to create custom reports and Budget plan files based on the exact needs of the bank.

Cons

The only limitation that we have seen so far and were able to bypass it through the customization within AXIOM is the Cash Flow engine. As we would expect , the results from the AXIOM Cash Flow engine vs the ALM software are very different and meaningful material variances that we do not feel comfortable running it for Planning.

Review Source

DA

Dave A.  
Senior Financial Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "Great for Budgeting & Reporting"

June 18, 2021

4.0

Pros

My most valued component of the software is the reporting capability. They have hundreds of standard reports but we more often build an use our own custom reports. We run multiple reports at the department, entity, regional, and consolidated level. Axiom allows you to process them all in a batch with a single click and they are packaged and delivered.

Cons

Over the years the product has grown significantly in it's capability and complexity. To be an expert takes a lot of time and some of the functionality could probably be designed in an easier to use fashion. Online documentation is available, but doesn't always answer your questions. Support is primarily done by email which isn't always the most effective like the old days of picking up the phone.

Review Source

BM

Ben M.  
Sr. Director Finance  
Hospital & Health Care  
Used the software for: 2+ years

### "Axiom Review"

June 18, 2021

5.0

Pros

The best aspect to Axiom is how customizable it is. Axiom has the ability for administrators to completely customize report writing, dashboard creation, scheduling imports/exports, and add custom tables. This allows the solution to be specifically tailored to meet each client's business needs.

Cons

Axiom does not have a great set of standard or canned reports/dashboards. Most need to be created or tailored by the client, so there is a good amount of time and work needed by the client to get to where they would like post-implementation. Additionally, the multiple unique user interfaces create confusion among users.

Review Source

MS

Maria S.  
Sr financial systems manager  
Hospital & Health Care  
Used the software for: 2+ years

### "Axiom has its pros and cons"

June 18, 2021

4.0

The people we work with are great and knowledgeable. I just wish the software has more standard functionalities.

Pros

The ability to create and customize the look and feel of the report is generally pretty easy compared to other report writers.

Cons

We have to pay for additional customizations that are not out of the box functionality and when an upgrade happens, a lot of the customizations go away.

Review Source

TL

Timothy L.  
Finance Director  
Hospital & Health Care  
Used the software for: 2+ years

### "Axiom Review"

June 18, 2021

5.0

Pros

Axiom is great for being able to pull the data that is needed and consolidate it for our organization easily. We're able to run ad-hoc data pulls and design detailed reports to pull everything together.

Cons

To build complex reporting in the system the individual does have to be fairly knowledgeable with the application; however, the report writing tools have been improving to allow a layperson to be able to create more complex reports.

Review Source

CM

Christopher M.  
Finance Manager  
Hospital & Health Care  
Used the software for: 2+ years

### "Kaufman Hall Axiom"

January 13, 2023

3.0

Reporting & Budgeting

Pros

Ability to quickly build dynamic reports.

Cons

Inconsistent formulas and set up, often glitchy.

Switched from

[Microsoft Excel](https://www.capterra.com/p/176574/Excel/)

Flexibility & robustness

Review Source

CM

Claire M.  
Senior Profitability Analyst  
Banking  
Used the software for: 1-2 years

### "Insight Into Profitability Like No Other"

June 18, 2021

4.0

Pros

When we switched our bank to Axiom for Budgeting and Profitability the integration into our current processes was easy. Axiom allows you to do so much more with profitability. The Customer and Product profitability allows great insight to what we are currently doing that is profitable and what we need to do better.

Cons

The initial setup is a lot, but do not be discouraged because the support are amazing and they help you the entire way.

Review Source

JD

Julian D.  
Senior Financial Reporting Analyst  
Financial Services  
Used the software for: 2+ years

### "Axiom Software"

June 18, 2021

4.0

Pros

Integration with excel interface. Ability to reduce reliance on IT/analytics team to control data flow.

Cons

Timeliness on software bug resolution, lack of new/improved excel client features, slow support response time.

Review Source

AC

Annemarie C.  
Budget Director  
Education Management  
Used the software for: 1-2 years

### "Lets get Started"

June 18, 2021

4.0

The implementation and suppot team have been very helpful and accommodating. Training could have been better. Tuition model is a blank template and it you don't have any idea what should go in it to run appropriately you start off on the wrong foot.

Pros

The program is customizable so we could accommodate the different reporting styles of each of our campuses.

Cons

The fact that the program is so customizable. We took something that was simple and made it complex. Now we are spending to much time on enhancements that we wouldn't have to do if we kept the program as it was designed. Now there is so much information that is gets confusing for the end user.

Reason for choosing Axiom Software

The salesman did a better job at presenting the product

Review Source

LB

Lisa B.  
Manager of finance and reporting  
Hospital & Health Care  
Used the software for: 2+ years

### "Axiom"

June 18, 2021

4.0

Pros

Excel friendly, user end friendly, able to maintained data from back end.

Cons

customer support is not very effective, long wait for the reply

Reason for choosing Axiom Software

budgeting

Review Source

KJ

Kyle J.  
Financial Analyst  
Hospital & Health Care  
Used the software for: 2+ years

### "Financial Analyst Perspective"

June 18, 2021

5.0

Pros

Custom Reporting Capabilities are relatively easy to put together once you learn the system

Cons

Would like more videos on advanced trainings, real examples of how other hospitals have used the system to improve their reporting

Review Source

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