Financial Analysis: best apps and software

Lucanet

Cloud-based finance platform for consolidation, planning, reporting, tax compliance, and cash management across multiple entities and currencies.

Calm Sea

A financial planning app for retirement and wealth forecasting, with calculators, cash flow analysis, and scenario modeling for savings, investments, and expenses.

Plutonya

A private wealth tracker for monitoring net worth, accounts, holdings, cash flows, and long-term financial projections.

Aureli

A net worth tracker that combines property, pensions, stocks, savings, crypto, and debts to show your current financial position.

Dashboardly

Dashboardly is a TikTok Shop analytics and inventory tool for tracking profit, sales, costs, forecasts, and low-stock alerts in one dashboard.

Shepi.ai

AI platform for quality of earnings analysis that reviews financial data, finds adjustments and risks, and generates structured reports for due diligence.

MakerMargin

A web dashboard for makers and vendors to track product costs, sales, margins, and profitability by product or event.

Portfolio Intelligence and Monitoring

Analyzes real estate portfolios by aggregating property data, monitoring market trends, and supporting risk assessment for mortgages, insurance, and investments.

TrueStandings HomeEquity

Web tool for home equity analytics on lines of credit and loans, comparing participant servicers with the rest of the market.

BrightAnalytics

BrightAnalytics consolidates financial and operational data, automates reporting and delivers real-time dashboards and customizable reports for management and teams.

Sovrenn

Sovrenn is an investment tracking and analysis app for managing mutual funds, stocks, insurance and NPS; it provides data, ratings, screeners, automated statement import, return and tax tools.

sharpely

Sharpely is a SEBI-registered investment research platform that provides analytical tools, curated investment baskets and detailed insights on stocks, mutual funds and ETFs to support data-driven decisions.

Plumify

Plumify lets users track transactions in real time, view detailed financial reports, request transfers, and manage affiliate networks from their phone.

Finleyy

AI compliance assistant for UK regulated firms that uses FCA regulations to perform due diligence, media and financial checks with source-backed analysis.

Costeo

Costeo calculates true profit margins for makers by tracking product costs including time, packaging, and recurring services, replacing spreadsheets with an automated dashboard.

MSPCFO

MSPCFO analyzes MSP financial data to show profitability by clients, projects, engineers, and agreements, helping identify opportunities to improve margins.

Zillion

Zillion is an AI platform that automates financial analysis, streamlines workflows, and enhances operational efficiency for financial firms.

FNArena

FNArena provides financial news, analysis, and data services for investors, focusing on Australian and international markets, with detailed stock reports and expert commentary.