Best Financial Analytics Software for Microsoft Excel
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Compare the Top Financial Analytics Software that integrates with Microsoft Excel as of April 2026
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This a list of Financial Analytics software that integrates with Microsoft Excel. Use the filters on the left to add additional filters for products that have integrations with Microsoft Excel. View the products that work with Microsoft Excel in the table below.
What is Financial Analytics Software for Microsoft Excel?
Financial analytics software is a type of software used to analyze financial data. It enables users to uncover insights from raw data, visualize the analysis by creating reports and charts, and store and share results in an easily accessible format. Financial analytics software can be used for various purposes such as risk management, profitability optimization, sales forecasting, budgeting, and cash flow management. It helps businesses make better decisions with timely and accurate analyses of financial data. Compare and read user reviews of the best Financial Analytics software for Microsoft Excel currently available using the table below. This list is updated regularly.
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1
Deriscope
Deriscope
Deriscope is a locally installed Excel Add-In used for financial derivatives valuation purposes. It comes with an integrated user-friendly wizard that allows the user to create various important structures, such as yield and volatility curves and use them to price financial instruments such as options, bonds, interest rate swaps, swaptions, caps, floors, credit default swaps, inflation swaps, basket options etc. A large part of its analytics is carried out by well regarded open source financial libraries, such as QuantLib. Apart from the price and risk of the referenced instruments, Deriscope's output includes detailed cash flows and several quantities of interest and is accurate to within a fraction of a basis point. All daycount, calendar and other conventions are accounted for. Portfolios consisting of several thousands of single instruments can be effortlessly processed.Starting Price: $300/month/user -
2
FinAlyzer
Beyond Square Solutions
FinAlyzer®, a unified digital platform for financial consolidation, financial close, analytics, and management reporting, acts as a catalyst for CFO reporting in multi-entity organizations, covering integrated group reporting, legal reporting, management consolidation & segment-wise profitability reporting. FinAlyzer effortlessly converts financial data to actionable insights with decision analytics, KPI’s, insights, predictive forecasting, and benchmarks. Its no code fully configurable with of the box accounting taxonomy for IFRS, Ind AS, US GAAP, IRDAI & MIS. FinAlyzer is all in one corporate performance management platform that brings together your financial and operational data seamlessly that frees time for report preparation and helps teams focus their time on analysis and better decision making. FinAlyzer is high-performance BI and CPM solution. -
3
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
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EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
5
Fathom
Fathom Applications
All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.Starting Price: $44 per month -
6
G-Accon
G-Accon
Unlock superior financial management and soar in operational efficiency. Our users report incredible time savings of up to 40 hours monthly. Trust in G-Accon to save you thousands in costs with its cutting-edge capabilities. Pull data from Xero, QuickBooks, and FreshBooks into Google spreadsheets, make changes, and then effortlessly sync them back. Eliminate the tediousness of manual data handling, ensuring your records are always up-to-date. Harness the power of live financial data analytics tailored for finance professionals. G-Accon's state-of-the-art analytics tools allow CFOs and accountants to make informed decisions faster. Let G-Accon handle the heavy lifting. Our suite of automation tools is designed specifically for finance professionals, helping to reduce manual tasks and repetitive workflows. Say goodbye to the complications of CSV files. G-Accon enables users to create, update, or delete financial records directly from Google Sheets.Starting Price: $60 per month -
7
Qvinci
Qvinci
Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible. -
8
Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
9
TagniFi
TagniFi
The TagniFi Console is an intuitive and powerful search engine for finding any of our 3 billion financial data points within seconds. The TagniFi Excel Add-In connects your Excel models to 2 billion financial data points on the TagniFi platform. Automate your DCFs, public comps, transaction comps, segment analysis, footnote analysis, interest rates, and more. TagniFi's advanced financial data technology offers an affordable, all-in-one solution that makes the business valuation process more profitable. Search for public companies with the TagniFi Console. Simply enter your valuation date and ticker symbols in Excel to run a guideline public company method. Search for public and private M&A deals with the TagniFi Console. Run your transaction comps within seconds by pasting the Deal ID into your Excel model. Calculate forward multiples for your guideline public company method as of your valuation date. Estimates are available for revenue, EBITDA, and EPS.Starting Price: $359 per month -
10
Company Watch
Company Watch
We provide comprehensive solutions to help you identify, assess, and manage financial risk. Our financial risk solutions provide intelligent and actionable insights, giving you an unbeatable edge when it comes to financial risk management. Unlike other providers, we have the ability to map medium to long-term risk as well as short-term risk. As a result, you can accurately predict financial risks before they become financial losses. We apply cutting-edge machine-learning techniques to new, alternative data sources to deliver unprecedented accuracy for our clients. Financial risk management solutions you can trust; now, and in the future. We’ve written the ultimate guide to company credit scoring. We lift the lid on how credit scores are built, and how they are applied to financial risk decision-making. Each credit reference agency (CRA) is different, which is why it is helpful to look a bit deeper into how company credit scores are put together and presented.Starting Price: $457.71 per month -
11
ResolutionPro
ResolutionPro
ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk. Free trial available. Calculate valuations and risk characteristics for all commonly traded financial instruments including interest Rate Swap Pricing - Zero curve construction & swap valuation. Options, currency options, Equity options, Commodity options. Bond Pricing - Government & corporate bonds, and FRNs. IRO Pricing, Interest rate options, Swaptions, Caps, Floors. Exotic Options, Exotic options pricing. Utilities, accrual and data calculation, Probability & Statistics, and Rates & Discount Factors. Quick and easy derivative pricing. Perform independent valuation for trade and risk management. Incorporate derivative models into your existing systems. Run complex scenario analysis easily with Resolution's built-in Sensitivity Tool. Apply industry-standard pricing methodologies to an extensive range of instruments.Starting Price: $100 one-time payment -
12
Finergia
Finergia
The first online financial planner in the market. Forget about using Excel to make budgets or forecasts, simulate different scenarios, and improve your reliability with our SaaS. Easily simulate different scenarios and make the best decisions for the health of your company. You will be able to generate forecasts for a given year to determine where you want to go and how to evolve. You will get all the information you need with just a click, when and where you need it. Automates all financial management thanks to integration with accounting ERPs. Upload the data to our platform and start obtaining all the information about your company together with the analyzes and reports on the economic state of your company. You will be able to analyze and verify quickly and effectively the current state of your company thanks to the financial report that our SaaS generates automatically. In a few steps, you will generate your ideal budget easily and easily, automatically. -
13
ProfitCents
ProfitCents
Help clients generate more cash. Financial analysis reports for better client relationships. This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements. Use industry data reports to build value with prospective clients. Identify industries to target. Use easy-to-generate reports to grow consulting revenue. Visualize a business' financial performance over time, showing strengths and weaknesses. Benchmark businesses with the largest database of real-time, private-company financial data. ProfitCents aggregates financial statements from accounting firms, banks, and credit unions through a cooperative data model. Advisors use the narrative report with clients to provide them with a deeper understanding of their financial health. The narrative report turns financial statements into a plain language narrative text that accountants use to help their clients. -
14
Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
15
Apliqo
Apliqo
Apliqo FPM offers enterprise-level analysis at scale. An intuitive piece of software that manages the complexity of your organization and pulls out the key insights that truly make a difference. A web native tool that adapts to your organization and offers best practice frameworks for accuracy and transparency, getting you the results that you need. Apliqo offers an intuitive and dynamic analytics platform for private market investors. Instead of relying solely on Excel models that are prone to error and centralization, a dedicated reporting tool helps to unify all your data and provides transparent performance measurement, relevant benchmarking, and powerful projections. Apliqo UX provides a sophisticated front-end interface that allows stakeholders of all kinds to visualize and interact with the information in your system. It’s a premiere system for turnkey financial planning functionality. -
16
Precanto
Precanto
Eliminate manual data reconciliation and automate cleansing & enrichment for more reliable data. Detect financial anomalies in real-time to address inconsistencies and reduce risks early. Instantly access key data points, and actionable insights & run various scenarios through your AI co-pilot helping you make smarter, faster financial decisions based on real-time data. Stay ahead of financial risks with forward-looking predictions. Get the foresight needed to adapt early and keep your business on track. Analyze critical financial metrics like headcount and contractor expenses with precision, allowing you to make informed, data-driven decisions. Simulate multiple financial scenarios in real-time. Align finance teams and budget owners by exploring various strategies before making key decisions. Beyond AI, our concierge delivery offers a human touch. Get custom data analysis, proactive insights, and strategic recommendations, all tailored to your unique business needs. -
17
Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents. -
18
Mosaic
Mosaic
Mosaic is a commercial-grade, AI-driven deal modeling platform designed to automate and standardize financial analysis workflows for private equity firms, investment banks, and deal teams. It replaces traditional spreadsheet-based modeling with a structured, rules-based system that can generate near-instantaneous deal math, allowing users to move from raw deal materials such as CIMs or financial statements to fully built LBO and operating models in minutes. It emphasizes speed, accuracy, insight, and transparency, enabling teams to reduce time spent linking formulas and instead focus on evaluating investment opportunities and making decisions. Its deterministic modeling engine ensures consistency by eliminating common spreadsheet errors such as broken links or missed calculations, while maintaining full traceability of assumptions and outputs.
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