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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

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're looking to get your business plan or pitch together for funding, or you're currently a business owner looking to build a forecast as a roadmap for your future - LivePlan can help you plan, fund, and grow your business with ease. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data. Use this data as the foundation for your projections, budgets, and see how your current performance compares to your forecasted plan.

Rho

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 efficiency. Designed to sync with your accounting software, Rho’s full-stack finance platform empowers corporate finance teams and leaders with the technology they need to drive greater workflow efficiency, control, and visibility over how money moves in and out of their organizations.

Genius Sheets

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

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 silos, and consistently deliver differentiated experiences at scale across every interaction. Verint's solutions help brands close the gap created when they lack the resources required to deliver experiences that fulfill customer expectations. Closing this Engagement Capacity Gap™ helps them build lasting relationships with customers and drive real business results. The Verint Customer Engagement Platform draws on the latest advancements in artificial intelligence and analytics, open integration, and the science of customer engagement to meet ever-increasing, ever-shifting consumer interactions and demands. They help their customers to drive even greater value from their technology investments by working closely with a broad ecosystem of solutions and partners. With Verint, brands can finally unlock the potential of customer engagement across every area of the business to deliver consistently differentiated experiences to their customers and employees, and do so at scale to realize tangible business results. Global Presence • Headquartered in Melville, N.Y., with 40+ offices worldwide • Powered by 4,500 dedicated professionals and a global partner network Closing the Engagement Capacity Gap Brands today are challenged to deliver quality customer experiences across dozens of engagement channels, hundreds of customer journeys, and millions of interactions – all with the same team and resources. This results in an Engagement Capacity Gap. Verint solutions are uniquely geared toward closing this gap.

Upmetrics

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 text, rewrite content, shorten or expand it, and also allows you to adjust the tone. The tool simplifies writing a business plan with step-by-step guidance, 400+ sample business plans, and automated financials. Using Upmetrics to create a polished and comprehensive business plan will attract investors and encourage them to invest in your idea. Planning to expand your business? Forecast financials, prepare a budget, and make confident financial decisions with Upmetrics. Upmetrics is used by over 110K+ entrepreneurs worldwide to plan their businesses and collaborate with remote teams, working on creating growth strategies. That’s not it—the software makes it easier to keep track of your projects and customize your plans, so you spend less time planning and more focusing on your primary business objectives.

Reach Reporting

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 trajectory with our 3-Way Forecasting feature. By connecting your P&L, Balance Sheet, and Cash Flow Statement, you can create a comprehensive view of your financials with automated cash flow forecasting. Financial managers, accountants, and advisors estimate that 48% of their time is spent preparing financial reports and dashboards. Reports and dashboards dynamically update as data flows through each month. Visualize data in just a few clicks.

Celonis

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 with a living digital twin of their end-to-end processes. For the first time, everyone in an organization has a common language for how the business runs, visibility into where value is hiding, and the ability to capture it. Celonis is headquartered in Munich, Germany and New York City, USA with more than 20 offices worldwide. Find out more at celonis.com

Jirav

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 fastest time to value through native integrations that help to automatically connect in minutes to systems including NetSuite, Intacct, QuickBooks, and Xero so you can start planning right away.

Causal

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 quick to build, so you can spend minutes, not days, on your models. When you're done, you can share the link to your model with stakeholders. They'll be able to view your model's outputs in a visual dashboard, rather than a jumble of tabs and complex formulae. Causal makes it simple to incorporate advanced modelling techniques like scenario analysis, sensitivity analysis, and uncertainty in your inputs. You can also integrate all of your most important data sources, from spreadsheet software like Sheets and Excel, to accounting platforms like Xero and Quickbooks.

Subscript

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 more revenue, and has a terrific ROI. When using Subscript you'll have complete confidence that: - Every invoice is being correctly sent out on time - Every unpaid invoice is being followed up with - Your B2B SaaS metrics are 100% accurate (including ARR, CARR, NRR and others!) Subscript is your partner for navigating the complexities of invoicing and anlaytics in the world of B2B SaaS!

Promet AI

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 achievement.

Finmark

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.

Pigment

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. Industry-leading companies like Klarna, Figma, Airtable, PVH and Webhelp trust Pigment every day, allowing them to make confident and accurate decisions.

Runway Financial

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.

Fuelfinance

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 scenarios, economics, and dashboards. This allows management teams to make decisions based on reliable data and stop wasting days on manual spreadsheet fighting. Fuel’s services start with as little as $1199/month and only take 1-2 months to be up and running.

Fathom

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 Online/Desktop and MYOB; or import financials & non-financials via Excel. Create beautiful reports and dashboards: Whether presenting to a client, reporting to the bank, or updating your management team, you'll always be prepared with Fathom. On-the-fly benchmarking: Fathom helps you easily compare, rank and benchmark your companies, clients or franchisees. Consolidated reporting... made easy: Fathom enables you to group your related companies together to create consolidated reports for an organisation. So, in addition to reporting for an individual company, you can easily track and monitor the performance of a group to which a company belongs. Alert monitoring: Using Fathom you can easily setup alerts for your companies or clients, then monitor when key financial metrics miss targets or exceed critical alert levels... plus much more!

Datarails

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 insights.

eDesk

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 profitability. Its customer support software has been designed specifically to give eCommerce businesses a unified view of all customers’ queries, centralizing all their support channels, social media, webstore and marketplace messages, with its Smart Inbox. It automatically prioritizes messages based on your business needs and assigns them using role based rules, so your team can reply to customers 5x faster, build loyalty and drive repurchase. When dealing with customer queries, its AI automation suggests the best answers and translations so your agents can respond easily, and in any local language. Businesses serious about selling online can scale customer service as they expand into new markets with confidence. eDesk natively integrates with and consolidates data from over 200 marketplace, webstore, social networks, communications, and logistics channels – more than any other customer support software provider – so you can access end-to-end order information at the click of a button. eDesk is also the only customer support solution on the Amazon and Walmart developer councils, helping online retailers and brands grow their businesses through new sales channels, well-connected to their customer support tools and processes.

Spotlight Reporting

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.

Basis

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.

Mosaic Tech

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].

Rephop

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.

Joiin

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.

Nominal

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.

Octopus AI

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.

Viably

Viably

runviably.com

Essential financial tools and continuous working capital for Amazon, Shopify, and Walmart sellers to thrive worldwide. Get funded today!

Parallel

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.

Pluvo

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 create financial models and drive analysis through your main business drivers. How many times have you looked at financials and had to refer to a business plan, or a board meeting, to understand why a company is spending on certain activities. Pluvo connects the dots and aligns the entire organization. Made with love in Ottawa, Canada.

Banktrack

Banktrack

banktrack.com

Financial reports and alerts by WhatsApp or email, dashboards, automations and much more. For freelancers, companies or individuals.

Predict Growth

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.

Singularly

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.

TagniFi

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.

Uplinq

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 where Uplinq comes in. We offer businesses a better way to get professional help through our proprietary technology, that not only makes bookkeeping worry-free for the business owner, but also provides them with powerful data automation and machine learning to better understand their finances and how their business can improve. Uplinq is focused on providing a better solution: global connectivity, simple onboarding, weekly financial updates, and a constant focus on providing businesses with value - not additional friction. Welcome to bookkeeping made simple.

Syft Analytics

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 graph and report, you can go from data to decisions in no time. Get peace of mind with access to our Security Center including SOC 2 and GDPR accreditations. Up-skill your team quickly with live onboarding sessions and develop your knowledge with Syft Campus. 9 out of 10 users say Syft is easier to use than other reporting solutions. Join 100,000+ businesses that choose Syft with a 14-day free trial.

LiveFlow

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 seconds to create shareable dashboards that automatically update. • Harness all of the flexibility of Google Sheets or Excel with your QuickBooks Online data for drilling down, visualization, and impactful reporting. • Consolidate financials from multi-entity businesses in seconds • Choose from 100+ report templates to completely customize for your business or clients. • Our Customer Success Team of financial professionals handle onboarding to make sure your every step with LiveFlow is smooth. • SOC-2 compliant, so all your data is safe.

Jenji

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 companies. Jenji has reinvented expense management solutions by relying on Cloud and AI technologies to create a user interface accessible across devices, everywhere in the world, giving finance departments real-time and consistent data.

Drivetrain

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

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.

Aleph

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, Google Sheets, and web-based dashboards. From annual budgeting to monthly reporting, Aleph’s no-code tools eliminate 90% of the time-consuming, error-prone busywork, allowing finance teams to focus their time and energy on more strategic work. Hundreds of businesses rely on Aleph for faster reporting, deeper insights, and better decision-making.

MODLR

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.

Vareto

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 time to value in weeks. Vareto offers in-house, dedicated Customer Growth Managers (with FP&A experience) to ensure your implementation and onboarding success. ✅ Make planning painless. Transform your planning process with an intuitive tool that makes building models easy and intuitive. No more stale, disconnected spreadsheets with inaccurate data. Keep your plans up-to-date and track progress towards goals with the latest data pulled in directly from your ERP, CRM, HRIS, and other business systems. ✅ Collaborate easily with business partners directly in Vareto. Gather input on plans from stakeholders with comments and @mentions, and annotate charts, graphs, and reports to provide context. ✅ Free up time for high-value work. Automate all of your executive and departmental reporting, from monthly budgets vs. actual variance analysis to real-time performance monitoring. Vareto automatically pulls in the latest data to keep reports updated. ✅ Build trust and alignment. Give your business partners self-serve access to reports, with the ability to instantly click into transaction-level detail. Use granular access permissions to control who sees what. ✅ Create and customize reports the way you want. Easily build any report you want in Vareto without SQL or code. It takes minutes to configure and update custom metrics and visualizations on your own, without the need for an outside consultant.

Phocas Software

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 solves the pains mid-market businesses have with gaining insights, reporting, tracking performance, managing sales teams, planning spend, managing cashflow, building budgets, forecasting and doing month end. Whether you’re a big picture thinker or go straight to the detail, with Phocas you lead the way in discovering data - with confidence that results will be in real time and accurate. Phocas follows your train of thought to answer critical business questions as fast as your brain (or your boss) comes up with them. Phocas not only answers your questions; it uncovers new questions and opportunities you had never even thought of! Designed for non-technical users, Phocas delivers powerful analytical and time saving financial reporting capabilities. It brings up data in seconds on local, regional or global sales, inventory, forecasts, prices, profit margins, budgets and more. Phocas enables you to carry out ad-hoc data interrogation or associate and consolidate data, identify trends, conduct modelling and stay ahead of the competition. Any Phocas user can easily and quickly build interactive dashboards, collaborate with them and revise then on the spot without help from the IT department. Phocas dashboards let you do more than scratch the surface. Unlike many BI tools, you can go straight from your dashboard to underlying business data, right down to an individual transaction. You decide how much detail you want to see and how you want to see it. Smart security allows you to apply or remove restrictions to the data that different users can see, saving the IT department hours of time building individual dashboards for your users. Our Financial Statements automate month end reporting (say goodbye to repetitive excel wrangling) as well as simplifies consolidation of multiple entities. Phocas Budgeting and Forecasting allows you to easily revise budgets and provides a more dynamic process to help finance leaders keep up with changing business and economic climates. Incorporate additional data sources to build driver based budgets, track actual performance against forecasts and more. Phocas successfully integrates with all major ERP or CRM programs (and just about any other data source your business might use) to give you a quick start that can easily be customized to your specific needs. Our governed implementation and business-based user security provide the solutions to let you and your IT staff stay productive and dedicated to your core business. Phocas also brings you the ability to combine transactional and geospatial data on an easy to view map. Show profitability by plotting the top 10 customers in a city, regional or country on a map. Pinpoint a particular location or use a heat map to show data for multiple locations. Phocas mapping can be used with OpenStreetMap or Google API. Phocas delivers a full Business Intelligence suite for mobile use. Taking Phocas on the road gives you a real-time data interrogation capability wherever you are. Access your data anywhere, anytime. In your car, at the airport, overseas or on the beach! Customers have consistently rated Phocas highly in the annual BARC survey since 2013.

Jedox

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 collaboration, and transform your business through the power of AI.

Amio

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 channels. And finally, the sales and marketing departments see an increase in pre-sales engagement with proactive outreach. Amio redesigns the way you interact with your customers by using cost-efficient means of communication. That simultaneously increases the loyalty as your customers can reach you on their preferred channel.

Pega

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 streamlining operations. Since 1983, we’ve built our scalable and flexible architecture to help people focus on what matters most, so they can meet today’s customer demands while continuously transforming for tomorrow.

SaaSGrid

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, reduce spending on data tooling, and make better decisions. Backed by Craft Ventures, SaaSGrid is the go-to tool for scaling SaaS start-ups. We’re looking to make our first business hire to help grow our customer base and accelerate our product roadmap.

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