# Unit4 Financial Planning & Analysis Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is Unit4 Financial Planning & Analysis the right Financial Reporting solution for you? Explore 10 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/253570/Unit4-FPA/reviews --- Unit4 Financial Planning & Analysis 4.5 (10) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of Unit4 Financial Planning & Analysis Ease of use 3.7 Customer Service 4.6 ## Showing most helpful reviews Showing 1-10 of 10 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Martin S. Senior DBA Law Practice Used the software for: 6-12 months ### "was an easy product to install and set up, our user base are developing their skills " December 19, 2017 4.0 The ability for the finance team to create and model data quickly without reliance on the IT team to create databases or extracts for them Pros easy to grasp interface, finance team have been able to develop their skill set and are starting to increase the range of functions used to plan and model financial data Cons on a personal level bridging the gap between a more traditional data structure to creating data views aimed at Prevero was a difficult start, and monitoring the performance has been a challenge at times Review Source SA Sahar A. Finance Officer Non-Profit Organization Management Used the software for: 2+ years ### "My Review about Unit 4 FP&A" August 12, 2023 5.0 I am satisfied with this financial software and it makes my work fun & easier. Pros I like most about Unit 4, that its easy to navigate they have a friendly user interface, and it make work much easier where I am using it in budgeting or reporting. Cons Some customized options might get the work easier and tutorials that are based inside the software. Review Source CT CARLOS T. Used the software for: ### "User of professional planner" January 17, 2017 3.0 This program makes me very unsure of working with it. Constant fails and troubles. I do not like it. Lots of features, the r no an easy way the working procedure. Big size of the data files makes complicate to work fast. Review Source Response from Unit4 January 20, 2017 Hi Carlos, We're very sorry to hear about your experience, I've asked one of our team to contact you to see how we can resolve the issues you're facing. Kind Regards, The prevero Team VR Verified Reviewer Financial Controller Used the software for: 1-2 years ### "A very fast way in engineering strategic goals in management control." December 22, 2017 4.0 Pros 1 - easy to be implemented an use 2 - flexibility 3 - swift integration with local ERP We enrolled Prevero Platform as local BI application for management control with a clear focus on costs projection on a monthly rolling pace. Leveraging system flexibility we were able to handle a switch to a "project" base accountancy matching our strategig view in levereging accuracy and efficacy in our investemnts deployment. Cons 1 - Multi selection not available on filter parameters when launching reports 2 - The way we move data to excel Review Source TS Tobias S. Controlling Group Leader Machinery Used the software for: 1-2 years ### "A great planning solution" January 17, 2017 5.0 The prevero platform offers a solution tailored to your company's business planning needs. In addition to ready-to-use modules for planning, a comprehensive adaptation of all logic can be carried out. Because of this, it is possible to react to changing conditions in the planning process at any time. From my point of view an adaption of the logic can not be achieved without the corresponding consultancy service. However, after a training phase an adaptation of the logic can be carried out by the end user. Reports can be created without much effort, and the user interface can be customized to meet your needs. The great user experience is rounded off by a sophisticated authorization system and a great performance. Pros \- adaptability - performance - GUI Review Source Response from Unit4 January 20, 2017 Hi Tobias, thank you for sharing your review of prevero. We were very pleased to hear how happy Optima Packaging is with our flexible and easy to use Planning solution. We look forward to working together in the future. GB Gabriel B. System Administrator Automotive Used the software for: 2+ years ### "Wonderful software" January 17, 2017 5.0 I have been working with the Prevero software for years and I must say that our accountant can't live without it. Every time there is an upgrade, we are excited about the new features the Prevero software brings to the table. Review Source Response from Unit4 January 20, 2017 Hi Gabriel, thank you for sharing your review of prevero. We¿re really happy to hear how essential you find prevero to be for your business and look forward to working together in the future. afL antonio francesco L. supply chain controller Automotive Used the software for: 1-2 years ### "Prevero has allowed us to develop a much simpler budgeting system." December 22, 2017 5.0 Pros The system is extremely easy to use both during insertion and data consultation. Even the style is pleasant Cons A development in the organization of the menus and in the description of the fields in the menus is necessary. Review Source FS Frank S. CFO Automotive Used the software for: 2+ years ### "Profession Planner - Easy planning" January 17, 2017 5.0 Professional Planner helps you struture and organize the planning process. It helps to reduce complexity in a multi entity group. Reports are stable and fast. Once the data import is set up it is easy to handle. Review Source Response from Unit4 January 20, 2017 Hi Frank, thank you for sharing your review of prevero. Our team is very proud to hear how our reporting functionality has made it easier for you. We look forward to working together in the future. GK Gerald K. Group Controlling Used the software for: 2+ years ### "We use for Standard reporting only - No planning" January 17, 2017 4.0 Stable and reliable integrated system, data export into third Party System could be easier as we still use older version Review Source Response from Unit4 January 20, 2017 Hi Gerald, thank you for sharing your review of prevero. We really appreciate you taking the time to share your thoughts on our integrated reporting solution. If you have any questions at all please feel free to contact us, we look forward to working together in the future. TB Thomas B. Managing Director Used the software for: ### "Flexible and Comprehensive Solution for BI/Reporting and Corporate Performance Management" May 20, 2016 5.0 Great software with ready to use modules (e.g. for planning / reporting) that allows you to start working with only small customizing. But you also have the possibility to create completely new modules together with consultants or on your own. Afterwards you can integrate your own solutions into the standard software. Technically Prevero consists of a GUI, the application server and an integrated Data Ware House. So you can also build a DWH, because you can load information from other applications (or an existing DWH) directly into prevero. 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