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Top Financial Analysis Software - United States
Financial analysis software helps businesses assess and manage their financial performance by consolidating, analyzing, and comparing financial transactions and accounting data. Accounting teams rely on this software to ensure data accuracy, uphold financial compliance, and track key performance indicators (KPIs). It generates detailed insights and comprehensive financial reports that support strategic planning and informed decision-making. Additionally, managers across different departments can use the software's dashboards and reports to evaluate their team's financial impact and performance. It’s important to differentiate financial analysis software from corporate performance management (CPM) software. While both tools focus on financial oversight, CPM software is intended for more complex and advanced analysis, typically needed by larger enterprises. Financial analysis software can integrate seamlessly with accounting systems and enterprise resource planning (ERP) solutions, or it can be used as a standalone tool, providing customized financial insights to meet a wide variety of organizational needs.
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LivePlan
liveplan.com
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 from day one and onward with LivePlan. LivePlan works for any business, at any stage. Whether you'r...
Rho
rho.co
Rho is the all-in-one financial platform organizations can bank on. We combine AP automation and banking products with world-class software that traditional financial institutions don’t offer to help companies manage expenses, AP, banking, treasury, and month-end close with greater speed and efficie...
Genius Sheets
geniussheets.com
Genius Sheets is a data integration solution that helps organizations connect their various financial resources through an off the shelf application. Genius Sheets lets you save time and focus on make critical decisions that improve your organizations bottom line
Verint
verint.com
Verint helps the world’s most iconic brands build enduring customer relationships by connecting work, data, and experiences across the enterprise. With this approach, brands can navigate and thrive as they adapt to the future of work, eliminate the inefficiencies created by organizational and data s...
Upmetrics
upmetrics.co
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. Writing a business plan is easier than ever with Upmetrics AI Assistant! It can help you generate ...
Celonis
celonis.cloud
Since 2011, Celonis has helped thousands of the world’s largest and most esteemed companies yield immediate cash impact, radically improve customer experience, and reduce carbon emissions. Its Process Intelligence platform uses industry-leading process mining technology and AI to present companies w...
Causal
causal.app
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 can then link together in simple plain-English formulae. This makes your models easy to understand and qu...
Jirav
jirav.com
Jirav is the next generation of business planning software. Our all-in-one Budgeting, Forecasting, Reporting, and Dashboarding solution offers faster implementation and a more intuitive interface at total cost that better meets the needs of businesses between 5 to 500 employees. Jirav offers the fas...
Promet AI
prometai.app
AI Business Plan Generator. Begin your business journey with PrometAI's AI business plan generator. It's designed to guide you through each step, ensuring clarity and ease in crafting your business blueprint. Start your success story today with a plan that sets the foundation for growth and achieve...
eDesk
edesk.com
eDesk helps online retailers and brands deliver seriously extraordinary customer service, everywhere they sell. eDesk offers a whole suite of award-winning eCommerce tools to streamline customer support processes and reporting for faster response times to dramatically improve productivity and profit...
Finmark
finmark.com
Finmark is financial planning software for startups. Create and share financial plans, manage burn rate, and forecast revenue and expenses—without spreadsheets.
Runway Financial
runway.com
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 their financial operations and drive strategic decision-making with confidence.
Fathom
fathomhq.com
Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth and other key performance indicators (KPIs). Fathom seamlessly integrates with Xero, QuickBooks Onli...
Datarails
datarails.com
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 consolidation, advanced visualization, reporting and AI capabilities to uncover strategic business insigh...
Fuelfinance
fuelfinance.me
Fuelfinance makes software for financial management and planning in startups. FF replaces the most mundane work of startup founders and financial teams, with its suite of tools that streamline financial management from bookkeeping to producing reliable P&L statements, and then - financial planning s...
Subscript
subscript.com
It's time to wave goodbye to old school billing and analytics software! Meet Subscript: the modern, flexible way for B2B SaaS companies to automate their invoicing, revenue recognition, and analytics. Finance leaders love Subscript because it saves their teams 20+ hours per month, helps them collect...
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...
Jenji
jenji.io
Founded in 2015 in Paris, Jenji is a fast-growing startup. Jenji is one of the leaders in professional expense management and dematerialization solutions for companies. It offers management solutions for expense reports, lump-sum indemnities and professional expenses designed for medium and large co...
Jedox
jedox.com
Planning your business with better insights and decisions. Accelerate planning, forecasting and reporting through automation and predictive analytics in one unified solution. Jedox provides you with a flexible platform for enterprise performance management. Automate repetitive tasks, strengthen col...
Phocas Software
phocassoftware.com
Need to feel good about your data? If your business needs to move faster with more certainty, Phocas can help. We have an all-in-one business planning and analytics platform for companywide use. A single governed source of truth fed directly from your ERP, accounting, and other systems. Phocas solve...
Amio
amio.io
Amio is an AI conversational platform leading the industry of customer service automation. An easy-to-use and extremely efficient solution helps your customer support team by responding to over 80 % of questions. The customer experience team benefits from 24/7 real-time support across multiple chann...
Parallel
getparallel.com
Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex financial models.
Pigment
pigment.com
What is Pigment? Pigment is a business planning platform. By bringing together people, data and processes into an intuitive, adaptable, integrated platform, teams can quickly build trusted strategic and operational business plans to drive growth, react to change and future-proof their business. Indu...
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.
Uplinq
uplinq.com
SMBs start a business because they have an interest, expertise, or opportunity in a certain area or industry – not bookkeeping. They are often forced to choose from poor options such as outsourcing to firms with inconsistent service, hiring an internal finance manager, or doing it themselves. That's...
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 deal...
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 maki...
Predict Growth
predictgrowth.ai
Predict Growth helps startup founders create business plans, financial models, pitch decks, and virtual data rooms—saving time and keeping everything organized as they scale.
Banktrack
banktrack.com
Financial reports and alerts by WhatsApp or email, dashboards, automations and much more. For freelancers, companies or individuals.
Pluvo
pluvo.io
Pluvo lets you forecast your finances effortlessly. Easily create unlimited scenarios to compare outcomes and initiatives, then build sharable reports and dashboards that everyone can understand. Perfect for business owners, financial professionals, or fractional CFOs, Pluvo makes it so simple to cr...
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.
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 wor...
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 sh...
Rephop
rephop.com
Rephop is simple to use, web-based group consolidation, reporting and planning software. An entirely new way to see and use your financial information.
Basis
basis.so
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 dashboards.
Syft Analytics
syftanalytics.com
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 reporting with non-financial information, and review data. With Syft’s AI-powered insights across every ...
LiveFlow
liveflow.io
LiveFlow is a flexible and powerful FP&A platform that syncs your QuickBooks Online data in a Google Sheets or Microsoft Excel dashboard and allows you to create live, impactful reports in minutes. We provide serious value for your business. • Import QuickBooks data into Google Sheets or Excel in se...
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...
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 ...
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 ...
Aleph
getaleph.com
Aleph is a spreadsheet-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in full control over how they consolidate, transform, and work with cross-system data using Excel, Goo...
Reach Reporting
reachreporting.com
Upgrade to Reach Reporting. Automation for your financial and non-financial data. Makes reporting, forecasting & budgeting easy with powerful dashboards and enhanced visuals. Automate repetitive tasks to make better data-driven decisions in minutes. Gain valuable insights into your business trajecto...
Vareto
vareto.com
Vareto is the modern, intuitive FP&A platform for strategic finance and business teams to plan, forecast, and report in one source of truth. Vareto is built for mid-market, high-growth, and enterprise teams and is designed to be flexible, customizable, and scalable as business needs evolve. ✅ Get ti...
Pega
pega.com
Pega is a powerful low-code platform that builds agility into the world’s leading organizations so they can adapt to change. Clients use our AI-powered decisioning and workflow automation to solve their most pressing business challenges – from personalizing engagement to automating service to stream...
SaaSGrid
saasgrid.com
SaaSGrid is the data backbone of SaaS companies. We integrate with CRMs, billing systems, general ledgers, and spreadsheets to pull in all of a company's data and empower them to report their metrics with confidence. We let companies ditch complex spreadsheets, streamline analytics across teams, red...