Lucidity
getlucidity.com
Lucidity helps leaders and their teams to build, execute, track and communicate their strategic plans. Lucidity helps leadership teams bring their strategy to life, transforming strategy from static documents, buried away in files and folders, to dynamic plans that are always accessible and up-to-date or leaders and their teams. Always visible, always up-to-date and always moving forward. Everyone in the organization can easily understand the plan, see the detail, know how they fit in and manage their contribution. Using Lucidity is the best way to ensure your strategy truly drives the activities across your business. With Lucidity you can easily track progress, measure and monitor performance and effortlessly report to stakeholders in the most engaging way.
Sibill
sibill.com
Sibill helps SMEs manage their corporate treasury more easily and quickly. Monitor and organize Cash Flows into customized income and expense categories, manage and keep Accounting Flows under control thanks to an always updated timetable, reconcile active and passive invoices for compiling the first note in an easy and automated way, all in a single platform. Sibill helps SMEs manage their finances faster and easier. Monitor and organize Cash Flows into customized income and expense categories, manage and keep track of Accounting Flows with an up-to-date scheduler, reconcile invoices receivable and payable for easy and automated first note compilation, in an all-in-one platform.
Trovata
trovata.io
Trovata makes it easy for businesses to automate cash reporting, forecasting, analysis, streamline investment opportunities, and money movement. By bridging the gap between banks and accounting systems, Trovata helps companies gain powerful insights into their cash flows and facilitate better and quicker business decisions. With over $100 billion of cash managed for nearly 200 enterprise customers, like Block, Eventbrite, and Krispy Kreme, Trovata makes it easy for companies to take control of their cash flow. As a next-gen technology platform, Trovata is helping many of the world’s largest financial institutions digitally transform commercial and corporate banking with its growing network of direct API integrations. We’re committed to making better cash management accessible for all businesses. Book a demo today to get started. Trovata is based in San Diego, CA.
Poindexter
getpoindexter.com
Poindexter is the first business planning software you'll actually use. Quickly simulate business outcomes and prioritize opportunities based on ROI.
Plika
getplika.com
A cloud Financial Planning & Analysis solution so that you and your company can know your results and cash flows instantly. Change the way you plan, consolidate and do financial analysis. Avoid inaccurate information to make decisions, simulate your future scenarios in a simple way, and, above all, avoid large corporate IT projects with results that do not satisfy your role as CFO.
Joiin
joiin.co
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button. Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Who Uses Joiin? Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.
Francis
francis.app
Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app
Brixx
brixx.com
Brixx financial planning software is designed for every stage of business. We develop unique financial planning and modelling applications that help our customers create comprehensive financial models and long-term forecasts that go beyond the scope of traditional spreadsheets. Our aim is to make your business forecasting and planning as simple as it can be. Many people worry about the finance side of their startup, business or even household budgets. With Brixx we attempt to break down some of the barriers between the lofty heights of the finance world and the new business owner. Our weekly blog posts cover a range of topics from cash flow forecasting, business and startup tips as well as recent updates to the software. These can help you with using Brixx as well as learning more about the entrepreneurial side of starting a business.
Mosaic Tech
mosaic.tech
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 empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. To learn more and to see it in action, visit www.mosaic.tech or send a note to [email protected].
Sturppy
sturppy.com
Designed for early stage startups, Sturppy Planning is your new go to tool for building investor-ready financial models fast, without any prior experience or expertise in finance or Excel.
Drivetrain
drivetrain.ai
Drivetrain is a next-generation financial planning, monitoring and decision-making platform. Our cross-departmental software helps teams build integrated plans, budgets and forecasts, track their progress against targets in real-time, and identify bottlenecks to growth. Drivetrain consolidates data from over 200 business systems such as Salesforce, NetSuite, Quickbooks, Workday, and Looker to create a single source of truth and simplify business performance measurement. Drivetrain powers several category leaders giving them a forward-looking view of their business to make faster, confident decisions. To learn more and to see it in action, visit www.drivetrain.ai or send a note to [email protected].
Abacum
abacum.io
Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact. Seamlessly integrating with your ERP, CRM, HRIS, and data warehouse, Abacum provides real-time updates to all your reports and forecasts. From management reports and scenario analyses to vendor-level budgeting and headcount planning, Abacum empowers finance teams to drive accountability and achieve results across their business. There’s a reason the fastest-growing companies can report and plan 75% faster with Abacum. To see how Abacum can automate FP&A for your company, visit abacum.io.
COMMITLY
commitly.com
Liquidity planning software - developed for entrepreneurs With COMMITLY you plan and monitor the cash flows and liquidity of your company easily and effortlessly. Put an end to tedious Excel files, don't wait for the bookkeeping! Liquidity and financial planning helps you to make decisions at any time. Simply better liquidity planning!
FINSYNC
finsync.com
FINSYNC is the only all-in-one payments platform that helps businesses get all their finances in sync, centralize control of cash flow, and get in sync with the right financial professional at the right time. Grow in new and empowering ways when you combine innovative software with unmatched services.
iplicit
iplicit.com
iplicit is the cloud-based Accounting software tailored for the frustrated on-premise legacy software user. Providing greater flexibility and enhanced levels of reporting, iplicit integrates with other cloud applications and offers a seamless migration path from your existing system. It is the natural choice for organisations seeking to 'step up' to next-generation finance software. iplicit is also built for organisations that are outgrowing entry-level solutions.
AchieveIt
achieveit.com
AchieveIt enables businesses to easily track and monitor their most important initiatives, drive change, and achieve more. AchieveIt provides leaders real-time visibility into the status of critical initiatives, creates alignment between strategy and projects, provides accountability for results, and enables efficient collaboration.
Cratoflow
cratoflow.com
Cratoflow is the world's first end-to-end automated bookkeeping platform to help businesses manage their finances in an automated way with a virtual live assistant built through conversational AI & ML. Products include CratoBot® for AP Automation; CratoRev® for AR Automation, CratoMatch ® for Bank Reconciliation. Our platform integrates your payables and receivables in real-time, we make sure your bank transactions are properly applied against payables & receivables.
MODLR
modlr.co
Traditional financial and operational planning is too disconnected, overly complicated and far too manual for growing businesses. For efficient and effective planning, you need a solution that's easy, powerful, and fast.
Spotlight Reporting
spotlightreporting.com
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, forecasting and multi-currency consolidation for businesses, accounting firms, and Virtual CFOs. Connect your preferred accounting solution and turn your financial data into insights for confident decision making. Quickly generate visual dashboards, management reports, and forecasts, perfect for presenting to clients, the bank, or the board.
TagniFi
tagnifi.com
Large firms have long held an information advantage over emerging firms. TagniFi is a modern financial data platform for emerging firms that levels the playing field with budget-friendly access to timely and accurate information on the web and in Excel. With TagniFi, emerging firms can win more deals and outsmart the competition through better data.
Singularly
singularly.com
Singularly is a collaborative planning platform that enables finance and operations teams to build powerful models that perfectly match their FP&A, S&OP and business reporting needs. The platform connects data to ensure everything is in sync, presents interactive visuals to accelerate decision making, and promotes unlimited sharing and collaboration across the organization. Singularly’s pre-made templates and low-code design help teams start creating models on day one, and tackle even the most complex needs.
Viably
runviably.com
Essential financial tools and continuous working capital for Amazon, Shopify, and Walmart sellers to thrive worldwide. Get funded today!
Octopus AI
myoctopus.ai
Easy and instant financial planning for your early-stage startup. No CFO yet? No problem! Octopus's intuitive platform allows founders without a finance background to effortlessly monitor their startup's financial performance and forecast future scenarios.
Olapsoft
olapsoft.com
Universal BI/EPM Platform Olapsoft supports the full spectrum of tools to optimize, analyze and visualize data. It offers extended integration features with legacy systems and other BI tools. It provides flexibility in interface customization, data storage structures, and performing calculations. Olapsoft implements customization on the level of scripts and user-defined macroses.
Helu.io
helu.io
Modern financial management without the busy work. Streamline your data and focus on your company’s growth - this is Helu! Devoting countless hours every month compiling data just to report basic findings have been the status quo for every financial team. Helu breaks this cycle by integrating multiple data streams, automating and customized reports, and aligning teams - all within a few simple clicks. Modern Analysis without meaningless Tasks Streamline your workflow and focus on your growth. Utilize customizable dashboards and widgets to deliver insights about performance. Maintain a unified reporting process across departments - always up-to-date and down to a single booking level. Plan together, Scale together Understand how your business changes — compare budget vs. actuals and create customized scenarios to establish a solid basis for your business decisions. Build a stronger future for your company together Embrace collaborative reporting and establish a consensus around your financial data. Share date in real time, give user access rights and keep everybody up to date with push notifications. Connect your Most Important Data Sources Integrate existing software systems for more streamlined and painless data processing - such as DATEVconnect! This allows you to customize any report within minutes and to share everything immediately with the right stakeholders and team members.
Nominal
nominal.so
Say goodbye to spreadsheet chaos and hello to streamlined efficiency. Nominal is the cloud-based, AI-powered financial operations platform built for mid-market companies and their accounting and finance teams. Nominal bridges the ERP gap with AI automation, turning business logic into AI-powered workflows so you can focus on strategy over spreadsheets. Our platform addresses critical challenges faced by mid-market companies: - Multi-entity Consolidation: Consolidate multiple entities and perform intercompany and elimination entries in minutes. - Close Management: Accelerate your month-end close with data-driven collaboration. - AI Generative Subledgers: Harness the power of AI to automate and streamline your subledgers, including prepaid expenses, leases, and fixed assets - Financial Data Lake: Access on-demand data that works for you. We're here to transform your financial operations, from multi-entity consolidation to month-end close - all without the headache of complex ERP customizations or endless Excel sprawl. Ready to excel without Excel? Discover how Nominal can be your new secret weapon in financial automation. Book a demo today and see how we're helping the smartest in finance move beyond spreadsheets.
ClearPoint Strategy
clearpointstrategy.com
ClearPoint Strategy is a comprehensive software solution that transforms the way organizations measure and manage their strategies. With automation capabilities and AI-powered insights, the platform is a catalyst for sustainable growth and data-driven decisions that bring clarity to organizational objectives. Built BY managers FOR managers, ClearPoint simplifies the complexities of strategic planning and performance management, serving as a trusted partner invested in your success.
SimpliCapital
simplicapital.ai
SimpliCapital is a subscription SaaS product with an intuitive user interface and an embedded AI engine that accelerates invoice collections & recommends optimal supplier payments with an underlying digital payment platform to maximize cash flow efficiency.
Moolahmore
moolamore.com
Moolamore is a sophisticated accounting application that analyzes, manages, and projects real-time transaction data. Using our cash flow forecasting software and app, you can forecast and estimate your company's future financial position. By estimating how much money will come in and out of your business over a specific time period, you can take control of your cash flow and make informed financial decisions
Trezy
trezy.io
Simplify Your Cash Management with Trezy: The Ultimate Business Insight Tool Discover Trezy, the revolutionary cash management software designed for businesses seeking to streamline their financial operations without the hassle of tedious administration. Our intuitive platform offers real-time monitoring of your cash position, consolidates bank balances from multiple accounts in a single view, and provides smart forecasting to plan your financial future with ease. Key Features: Real-Time Financial Dashboards: Gain immediate insights into your revenues, costs, cash flows, and margins with Trezy's auto-populated dashboards. Make informed decisions based on comprehensive financial overviews over any period. One-Stop Bank Balance Management: Say goodbye to switching between apps. Trezy consolidates your bank balances from multiple accounts, offering a unified view of your financial status. Future-Proof Your Finances: With Trezy, planning ahead is simpler than ever. Utilize our automated smart forecasts to build scenarios and anticipate your financial needs with precision. Automated Administration: Connect your bank account and let Trezy automate the rest. From categorizing transactions to identifying supplier/customer names and calculating performance ratios like gross margins, Trezy handles it all. Robust Data Security: Your financial data's security is our top priority. Trezy adheres to the highest data security protocols, including PSD2 compliance, ensuring your information is protected through advanced encryption and continuous monitoring.
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