Financial Analysis: best apps and software

Edgeely

Edgeely helps traders track trades in real time, analyze performance, and backtest strategies.

Tieout

Tieout automates financial close tasks—matching ledgers, performing reconciliations and variance analysis, detecting discrepancies, and generating audit‑ready reports.

YieldMirror

Connects read‑only to your brokerage, monitors your portfolio 24/7 with institutional risk metrics, provides health score and performance analytics, and sends alerts when risk thresholds are exceeded.

Foretrack AI

Foretrack AI tracks expenses, categorizes transactions, manages budgets, and provides personalized financial insights to help users monitor and improve their savings.

De Belegger

De Belegger is a mobile app for investors to track portfolios, analyze stocks and ETFs, receive market news and alerts, and access educational content on investing and taxes.

Zentab

Zentab is a web budgeting app that tracks and categorizes expenses, detects subscriptions, analyzes spending with AI, lets users set budgets and goals, and simulates financial scenarios.

Portafolio

Delivers news and alerts on Colombia’s economy, personal finance, business, entrepreneurship, investment, foreign trade and technology.

QuantLedger

Provides Stripe analytics for SaaS: revenue attribution, MRR/ARR/LTV tracking, payment failure diagnostics, cohort retention and churn prediction using ML, with a no-code interface.

Kniru

Kniru is a mobile app that helps manage personal finances using AI, providing tailored insights and advice based on individual financial data.

Gorilla ROI

Gorilla ROI offers tools for Amazon and e-commerce sellers to track metrics, analyze performance, and optimize ROI, aiding in informed business decision-making.

Clik.ai

Clik.ai automates financial modeling and analysis for multifamily and commercial real estate, aiding lenders, brokers, and investors with spreadsheet tasks.

Fundmetric

Fundmetric is an AI platform for nonprofits that captures and enhances data to optimize donor engagement and identify revenue opportunities.

The Capital Tree

The Capital Tree app offers users access to a hedge fund that provides a 3% monthly return on investments, emphasizing transparency and personalized service.

Plover Parametrics

Plover Parametrics is an app that provides parametric insurance solutions, enabling users to manage policies and analyze risks with advanced modeling tools.

Finhaven

Finhaven is a platform that uses cryptographic technology to improve efficiency and connectivity in capital markets for issuers and investors.

TraderPier

TraderPier lets users replay historical US stock and ETF sessions, simulate trades, backtest strategies, paper trade live markets, and optionally trade through a connected broker.

Monavio

Budget from your bank statements: upload a PDF, CSV or Excel file, and AI sorts every transaction. No bank login, any country, any currency.

ClientGuard

ClientGuard analyzes client revenue to show concentration risk, rank clients, calculate HHI, and provide an action plan.

Walnut Invest

Walnut Invest connects to your brokerage account to analyze portfolio performance and risk, research stocks and funds, and suggest trades for your review.

Aircraft Cost Calculator

Estimates and compares aircraft ownership, operating, and trip costs using aircraft data, performance specifications, and customizable assumptions.

Morevy

Morevy analyzes MRR and ARR changes from Stripe data or billing files, traces customer-level movements to source data, and creates reports and close materials.

GrainFox

GrainFox helps grain producers and agribusiness teams plan grain marketing, track markets, assess farm profitability, and access crop-specific advice and market information.

Conquest Planning

Financial planning software for advisors and institutions to organize client finances, model strategies, and generate personalized recommendations.

Staffdesk

Staffdesk helps HR and Finance teams budget and forecast payroll, manage compensation, track pay equity, and prepare HR compliance reports.

MPfact

Analytics and financial management for Wildberries and Ozon sellers, with automated sales reporting, profit and cost tracking, inventory control, advertising analysis, and forecasting.

DatBerry

DatBerry analyzes Wildberries and Ozon sales to calculate product-level net profit, ROI, margins, and other marketplace metrics, with automated financial reports and cost tracking.

Finmap

Finmap helps businesses track accounts, income, expenses, transfers, balances, and cash flow, with bank integrations and financial reports available on mobile.

Seeneco

Seeneco helps small businesses track income, expenses, cash flow, profitability, budgets, and financial reports, with project accounting, integrations, and mobile access.

МПФИНАССИСТ

Cloud-based financial and marketplace analytics app for Wildberries, Ozon, and Yandex Market sellers. Tracks profit, costs, inventory, cash flow, and advertising performance.

Финолог

Finolog is a business accounting app for tracking cash flow, payments, invoices, orders, and financial reports, with forecasting, budgeting, imports, and integrations.

Soria

Soria is a healthcare financial research platform that organizes public and private data, tracks companies and markets, and delivers analysis through a terminal, APIs, feeds, and data sync.

Финтабло

A financial and management accounting platform that tracks cash flow, budgets, profitability, expenses, and reports, with bank integrations and AI-based analysis for businesses.

Cohesion

AI-powered platform that helps financial analysts monitor companies, organize market information, automate research, and identify investment insights across diverse sources.

Adesk

Adesk is a mobile app for checking business finances, viewing balances and cash flow, and adding or editing transactions when a computer is unavailable.

Ekpa

Ekpa is an app that builds autonomous research agents to analyze information and support trading decisions.

Definite

Definite connects finance systems into a live, read-only financial model and helps teams automate reconciliations, variance reviews, compliance checks, and other back-office workflows.

Levocred AI

AI workflow platform for lenders that automates loan underwriting, pricing, portfolio monitoring, compliance, reporting, and back-office tasks using loan and credit data.

Stakari

Stakari helps startups track expenses, invoices, subscriptions, and payments from email, statements, and mobile money, then analyze cash flow, spending, burn, and runway.

Okimia

Okimia is a cash flow and treasury management platform that connects financial tools to track cash, forecast liquidity, manage payments, and consolidate financial data.

Hestia

Hestia helps users assess rent-to-own options, simulate a home purchase, and prepare for a mortgage to buy a primary residence.

Wio Capital

A digital wealth management platform for advisors and family offices to manage client portfolios, execute investments, analyze performance, and handle reporting across custodians.

Arcana

Arcana helps institutional investors analyze portfolio risk, stock and book performance, factor exposures, crowding, ownership, and return drivers.

Portfolio Lab

Portfolio Lab helps self-directed investors research, build, simulate, and validate rules-based investment strategies using market data, paper trading, and portfolio analysis.

Ninethirty AI

Ninethirty AI helps traders research U.S. stocks with technical, fundamental, and sentiment analysis, screeners, market news, events, and backtesting tools.

Driven

AI-powered platform for researching markets, analyzing and monitoring portfolios, developing investment strategies, and planning trades using financial data and automated workflows.

AIWMC Quantis

AIWMC Quantis evaluates business ideas by generating financial projections, stress-testing assumptions, identifying risks, and recommending practical next steps.

Krosos

Krosos tracks assets, debts, investments, and net worth, with read-only account sync, tax estimates, portfolio analysis, and forecasting in a private database.

F2N

AI-powered financial research platform that analyzes markets, companies, and economic data using cited sources, and automates scheduled monitoring and reports.

Flexi

Cloud-based accounting and financial management platform for financial institutions, supporting multi-entity operations, reporting, workflows, budgeting, reconciliation, and integrations.

Mainaro

Mainaro analyzes German real estate investments, portfolios, locations, documents, financing, taxes, and cash flow to support decisions from purchase through sale.

DEHY

Real-time SEC filings intelligence app for analysts, structuring Form 4, 13F, 13D/G, 8-K, earnings, and Congress trades into searchable data.

Finthesis

Financial BI app for accountants that imports accounting data and turns it into dashboards, financial statements, and visual analyses.

Gerem

App that simulates and compares French company director pay, dividends, and social/fiscal charges to help with remuneration decisions.

Wauvel

Uploads monthly financials or connects to QuickBooks to generate plain-English reports and key metrics for small business owners.

Delphina

A UK personal finance app that links accounts, tracks spending and assets, and shows long-term forecasts with guidance on financial goals.

CentSight

AI financial app that answers plain-English questions using QuickBooks and Plaid data to show cash flow, runway, alerts, and key metrics.

Traqcker

Traqcker is a stock analysis app for U.S. stocks that shows quality scores, fair value estimates, and community buy/hold/sell votes using company filing data.

OrbitForecast

OrbitForecast connects to your bank to forecast 90-day cash flow from real income and spending, with scenario planning, loan payoff simulation, and an AI assistant.

WinningStrategy

An AI business analysis app for creating editable presentations, spreadsheets, and reports with charts, financial models, and data-driven insights.

Finstack

Finstack is a financial consolidation, reporting, and forecasting app that automates month-end close, supports multi-entity reporting, and connects with Excel and Google Sheets.