Alternatives to DEPTH4
Compare DEPTH4 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to DEPTH4 in 2026. Compare features, ratings, user reviews, pricing, and more from DEPTH4 competitors and alternatives in order to make an informed decision for your business.
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1
Dynamo Software
Dynamo Software
Transform how you manage alternative investments with Dynamo Software’s cloud-native, AI-powered platform that unifies front-, middle-, and back-office operations into one configurable solution. For General Partners (GPs), Dynamo provides an edge with advanced CRM, deal pipeline management, fundraising support, investor relations, and secure fund accounting. Limited Partners (LPs) gain real-time research and portfolio management tools, featuring automated document processing, data extraction, and deep exposure analytics. Key features include AI-driven data automation, dynamic dashboards, tailored reporting, and seamless API integrations. We support GAAP and ILPA standards and offer robust what-if modeling capabilities, all secured by enterprise-grade protocols (SOC, NIST, ISO/IEC). Built for scalability and precision, Dynamo empowers firms to streamline workflows, improve data accuracy, and drive alpha through intelligent automation. -
2
Jolt Fulfillment System
JOLT Custom Software
Jolt Fulfillment System was released in 2013 to offer our customers a single cloud based software suite to focus on Product & Inventory Management, Multi-Channel Order integration, Creating Packing slips & Shipping Labels and providing Intuitive Reporting to give you a clear picture of what’s happening in your business on a micro and macro level. Jolt enables you to sell on more channels with less effort and mange your warehouse flow.Starting Price: $6,500 -
3
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. -
4
Koyfin
Koyfin
Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, model portfolios, macro data and custom dashboards.Starting Price: Free -
5
Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
6
BeeBee.AI
BeeBee.AI
Welcome to BeeBee.AI, an AI platform that conducts thorough analyses of public companies, delivering concise and valuable financial insights. Our current features include analyzing earnings call transcripts of S&P 500 listed companies and other high-profile companies, as well as providing financial analysis for a single quarter or multiple consecutive quarters. Users are not required to come up with questions themselves. The system generates suggested questions based on each meeting record and continually generates more questions as the conversation flows, adding in a comprehensive understanding of the entire meeting record. For users engaged in deep thinking, they have the freedom to compose their own questions and insights. They can save any valuable insights they come up with and have the option to share them, as theses insights represent their own intellectual achievement. -
7
Athenum Analytics
Athenum Analytics
Athenum Analytics is the full-spectrum crypto intelligence platform where macro conviction meets execution-level data. One workspace connects Fed liquidity, yield curves, ETF flows, and regime analysis with real-time derivatives signals across 14 exchanges: liquidation heatmaps, funding rate monitors, whale walls with spoofing probability scores, multi-venue orderbook depth, CME gap detection, options max pain, volume delta, correlation matrices, and on-chain pulse. Built for traders and analysts who think in systems, not signals. Athenum links the levels most tools isolate: price, positioning, flow, regime, and confluence. Coinglass shows funding without Fed context. Glassnode shows on-chain without derivatives positioning. TradingView shows charts without macro overlays. Athenum unifies them in one strategic workspace. No tab switching between six subscriptions, no narrative bias. Every data point sourced, every latency disclosed. Macro to micro. One platform. Decide for yourself.Starting Price: $27/month -
8
PathQuest BI
PathQuest Solutions
PathQuest® BI is a financial business intelligence software that assures smooth onboarding process and allows quick integration with QuickBooks, Xero, Sage Intacct, MyOb to instantly build compelling visual graphical stories to discover unique insights around financial efficiency, operational KPIs, sustainability and improvement opportunities with in-depth analytical capabilities. With our custom report builder and forecast you can build and automate financial reporting. Create class, location, group and industry wise custom reports for better decision making.Starting Price: $29.99 per company -
9
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. -
10
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 -
11
Financial Statement Analysis
App4Finance
Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.Starting Price: $21 per user per month -
12
Folio Box Office Software
Martech Systems
Affordable box office software doesn't have to be limited. Folio Box Office delivers feature-rich capabilities found in the high-end ticketing software packages, without breaking your budget. If you are looking for a sophisticated, cost-effective solution for online and in-house ticket sales, or want to break free of the spiraling costs of maintaining your existing software, please give us a call at (715) 845-2794 or email us for a free demo. Computer systems have changed a lot since MarTech Systems began in 1986. One thing, though, hasn't changed; our commitment to quality software applications. The Blue Ribbon and Folio product lines are a group of products and services that provide a total information system solution for your fair, exposition or venue. MarTech Systems was founded on the commitment of providing superior support for a quality product. Our 25 year history is evidence to this commitment.Starting Price: $1500.00/one-time/user -
13
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
14
NoNoiseMetrics
NoNoiseMetrics
NoNoiseMetrics is a SaaS analytics dashboard for indie hackers and solopreneurs who need clean recurring revenue metrics without handing their Stripe data to another server permanently. Connect via Stripe read-only OAuth in 30 seconds. See MRR, ARR, new MRR, expansion, churn, NRR, ARPU, and runway in one screen — with the MRR bridge showing exactly where revenue moved. Disconnect anytime; the token is revoked immediately. Unlike ChartMogul or Baremetrics, NoNoiseMetrics uses session-only architecture: your Stripe data is fetched in-session and never stored on our servers. No breach risk. No vendor lock-in. No GDPR headache. Built for solo founders who want the ChartMogul view without the ChartMogul data retention tradeoff.Starting Price: $19 -
15
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 -
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Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
17
Talentia CPM
Talentia Software
Talentia Corporate Performance Management (CPM) is a global platform for real time financial reporting, business analysis, budgeting process, forecasting, consolidation & close. Talentia CPM makes information more reliable, increases team productivity and improves decision-making processes. A comprehensive platform to clearly pilot corporate performance: Budgeting, forecasting & rolling forecasting, Management Reporting, Multi-standard Statutory Consolidation, Financial Reporting and Intra-Group Reconciliation. Beneficiate from a complete consolidation and close software allowing multi-standard statutory consolidation, portfolio management and Intragroup reconciliation. From a single repository, analyze performance, reduce delays, make financial communication more reliable and consolidate in compliance with regulatory requirements. -
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projection-ai
projection-ai
A service that creates a back-calculated original business plan. Inverse from the goal and KPI arithmetic, you can easily and quickly create a highly capable business plan. Enter the template, ARPA, monthly customer unit price, growth magnification, and start-up year to create a business plan for the rest. Enter the basic information to automatically create a PL page. In projection-ai, you can easily create multiple cases. You can create another case by pressing case creation and entering a set value. In order to achieve target sales, it is important to drop into a specific action plan. With Projection-ai, you can easily simulate the KPIs you need for a year and drop them into the monthly metrics. You can easily use the monthly PL to manage your budget for target sales and target KPI. You can use it as a dashboard by entering the required data. You can manage SaaS KPIs such as cash transitions, runways, MRRs, ARPAs, customer numbers, and LTV/CACs in cases and business years.Starting Price: $70.61 per month -
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FinanceIQ
FinanceIQ
FinanceIQ is a financial analytics platform designed to transform NetSuite data into real-time dashboards, reports, and actionable insights. The platform connects directly to Oracle NetSuite to provide live financial data without the need for spreadsheets or manual exports. Users can monitor key metrics such as revenue, profitability, and cash flow through interactive dashboards. FinanceIQ also supports automated financial reporting, allowing teams to generate board-ready reports with charts, commentary, and insights in minutes. The system includes tools for rolling forecasts, variance analysis, and scenario planning to support strategic financial decision-making. Its AI-powered assistant, Finley, analyzes financial data and answers complex questions using natural language queries. By combining automation and AI insights, FinanceIQ helps finance teams make faster, data-driven decisions.Starting Price: $100/instance/month -
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ReadyRatios
ReadyRatios
IFRS reporting is comprised of hundreds of indexes. You will enter this data in an easy-to-use tabular form. This ensures consistency in the reporting and provides notes using the software. IFRS reporting is not only limited to figures, but also includes multiple text notes. We have collected everything that you need to include in the reporting. In order to adjust the finalized reporting, it is possible to make adjustment entries. Entries are made intuitively, just as with accounting programs (debit/credit). The software automatically records entries to all international reporting forms. As a result, you have complete international reporting that is 100% compliant with the IFRS requirements. If you fill out statements in the national currency and would like to have them in any other currency (e.g., U.S. dollars to Euros), you only need to enter the exchange rate; meanwhile, the IFRT will automatically compute exchange differences and accurately display them in the statements.Starting Price: $165.00/year -
21
gini
gini
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day. -
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TCM
TCM Infosys
TCM provides a powerful database and tools for the most complex budgeting and forecasting, financial consolidation and management reporting and analysis. TCM’s integrated functionality provides an easy-to-use solution to give you a complete picture of the organization, allowing you to view and analyze it from a variety of perspectives. TCM removes the limitations on your spreadsheets and provides a powerful predictive analysis function that allows you to run limitless “what if” scenarios to vastly improve your corporate information, decision-making and performance management. TCM enterprise performance management solutions have been designed so that they are completely scalable and can be customized to meet your needs. No programming is required. TCM solutions are designed by business and financial experts, created with OLAP technology. TCM's solutions are genuinely flexible enabling you to respond to changes quickly and effectively, minimizing reliance on IT. -
23
Feedmesh
Feedmesh
Feedmesh is an easy-to-use RSS reader that can be used on your PC, Mac, or mobile device. Sign up for free and start organizing and more easily reading news from your favorite websites. Feedmesh isn't the first feed aggregator on the web and likely won’t be the last, but it's different. Feedmesh keeps reading simple and fast. Much like chapters in a book, feed sources are kept separate from one another. Because of this, Feedmesh allows you to focus better on what you are reading since you have a good context about the article source. Moving from one article to another, all from the same feed accomplishes that goal. There are no fancy algorithms, and there doesn't need to be. Feedmesh doesn't try to guess what you want to read, it just provides you with a list of new articles in reverse chronological order. Feedmesh is built for busy people who want to glance through stories and dig in when they see something that interests them.Starting Price: Free -
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JitBit Macro Recorder
JitBit
Macro Recorder, the best macro program for Windows. Not just a keyboard and mouse recorder but a powerful automation tool that converts macros to EXE files and more. Why limit yourself to keyboard and mouse recording? Insert custom commands and statements into your macros. Macro Recorder features an easy and straightforward user interface. Forget about hours wasted on reading manuals. Start using Macro Recorder in seconds. Just click "record" with your mouse and start working. Convert your macro to an EXE file that runs on any Windows-compatible computer (feel free to redistribute). To save space and improve performance the resulting EXE file is packed and compressed using advanced optimization techniques. Macro Recorder can find images on a screen, detect when a window changes its position, etc. Macro Recorder comes with full Windows Shell integration and scheduling. Macros can be edited with the built-in full-featured editor.Starting Price: $38 one-time payment -
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SortBird
SortBird
Get unique insights about your Twitter audience. See who are your biggest fans, who had the most impact replying to your posts, or who was inactive for a while. Who brought the most impressions to your posts with their replies? Who likes your posts the most often? What about reposts? Who hasn’t interacted with you in a while? Let's answer those questions with data! We scrape publicly available data and show it to you in an easy-to-use format. You can export the user’s handles to chat with them later 😏Starting Price: $29/user/month -
26
Malwarebytes
Malwarebytes
Crushes cyberthreats. Restores confidence. Traditional antivirus simply doesn't cut it anymore. Malwarebytes crushes the latest threats before others even recognize they exist. We block viruses, malware, malicious websites, ransomware, and hackers that traditional antivirus isn't smart enough to stop. Our cutting-edge protection and response solutions are used by organizations of all sizes around the world. Traditional antivirus fails because it’s slow to react to new threats. And, well, because it’s “dumb.” We use layers of technology like anomaly detection (a cool sort of artificial intelligence), behavior matching, and application hardening to crush malware that hasn’t even been seen before. Alright, so not really like traditional antivirus. Premium protection and privacy for your home computers and devices. Enterprise-grade protection and remediation for organizations large and small.Starting Price: $47.22 per user per year -
27
Kognetics
Kognetics
Kognetics is an AI platform that brings real-time decision analytics to strategy, M&A, and investment professionals. Source better deals and close more deals faster. Our solution brings disruptive change to business development, idea generation, and client pursuits. Source better deals and close more deals faster. Our solution brings disruptive change to business development, idea generation, and client pursuits. Surgical and proactive intelligence to drive your strategic moves. Our solution brings real-time insights and decision analytics to your strategy and execution. Create a proprietary deal-sourcing engine with a differentiated proposition. Our solution significantly enhances proprietary deal sourcing and portfolio value creation. Evaluate & track investment opportunities using a variety of business signals aggregated from a multitude of news and data sources. Strategic value creation levers, competitor benchmarking & bolt-on opportunities. -
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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 -
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Fluxo
Fluxo
Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.Starting Price: $125 per month -
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Silverfin
Silverfin
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients. -
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Delfos
SmartWay
Delfos is a financial modeling solution for startups and medium-sized companies. With Delfos you can automatically forecast the finances of your business and anticipate potential cash shortages and funding requirements months ahead. Some of the features that set our solution apart are: No expertise in finance or accounting is required. No extensive documentation to read. No complex user interfaces to learn. Clear and accurate results. As a financial modeling tool, Delfos has the following features included: Accounting based Unlimited # of models 36-month detail Sales and revenue forecasting Direct Cost forecasting Personnel forecasting Expenses forecasting Fixed assets Financing and investment -
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Gyre Research
Gyre Research
Gyre Research Analytics Platform is an AI-powered, no-code, cloud portfolio analytics solution for investment managers, hedge funds, and financial institutions. Using LLMs and machine learning, Gyre turns raw financial data into actionable insights—automating performance reporting, compliance monitoring, and risk analysis. Users interact through natural-language queries (“What drove risk last quarter?”), supported by real-time dashboards and AI-generated reports. Predictive models surface emerging risks, while API integrations and customizable workflows provide a unified view across systems. Core capabilities include AI-driven analytics, natural-language exploration, automated compliance summaries, predictive modeling, hedging simulations, and LLM-generated reporting. Built on a secure cloud with explainable AI for transparency, Gyre empowers firms to focus on strategy while AI handles the heavy analytics. -
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Pepper
Pepper
Pepper powers asset and portfolio managers' data to drive ROI while maintaining full fidelity to regulations and security. Pepper is the industry-leading cloud-native investment data platform with powerful CRM and analytics capabilities to make managing your holdings as efficient as possible. Built by industry veterans in conjunction with alternative asset managers, Pepper honors the integrity and transparency of the investment management industry. Pepper harnesses deal data for agile and profitable deal-making, optimizing portfolio investments and simplifying investment complexity. We demonstrably deliver increased ROI while reducing risk. Pepper provides alternative asset managers with insights into what investors want to know about their investments, portfolios, and returns. With our integrated data platform we’ll help you enhance your investor storytelling. Our proven and extensive data management platform delivers an efficient way to manage complex compliance processes. -
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Wittybee
Wittybee
Wittybee provides a platform to everyone to comment, discuss, share ideas and appreciate. Your senior staff can easily contribute their years of experience where it's needed the most as they have visibility both at macro and micro levels of work. Reading on Wittybee is like going over your favourite section in a newspaper. With Wittybee, staff members stay closely aligned with what's happening in your organization with power to participate. Increased information awareness means your staff experience fewer meeting hours, fewer interruptions at work and fewer distractions per week. Your staff can now appreciate and acclaim each other, leading to stronger bonds and higher motivation at work. Now, you can easily focus on work and communicate it to your team in the language of your choice.Starting Price: $5.49 per user per month -
35
PatternMaker
PatternMaker Software
PatternMaker is the primary program and is used to create patterns. Once patterns are created they can be exported into digital files that can be shared like any file on the Internet. There are different levels — versions — of PatternMaker. MacroGen is the program that creates the exported files. The exported files are called macros. The macros have the ability to accept different measurements so the pattern can be adjusted to fit. Macros are executed by PatternMaker. (Many computer programs have macros that exist in a digital, sharable format. For example, Microsoft Word and Excel have the ability to export macros for sharing.) So, to run a macro you need the PatternMaker program. Collection Creator combines many different patterns that are in macro form into a collection. A collection might be a group of summer dresses. -
36
Finmark
BILL
Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.Starting Price: $50 per month -
37
Crunchafi Data Extraction
Crunchafi
Crunchafi Data Extraction automates the collection and standardization of client financial data, turning manual, time-consuming tasks into instant, actionable insights. With secure, read-only API connections to leading ERP and accounting systems, it extracts and normalizes data across trial balances, general ledgers, and financial statements in seconds. The software delivers pre-formatted Excel workbooks, eliminating the need for manual setup and ensuring consistent outputs across all clients. Built-in data enrichment and visualization tools help uncover trends, anomalies, and performance insights instantly. Designed to save CPA firms hours per engagement, it streamlines audits, financial due diligence, and client reporting with accuracy and speed. Compliant with global security standards, Crunchafi ensures data integrity, privacy, and confidence in every engagement. -
38
Calxa
Calxa
Make your management reports easier and create better, more accurate and professional-looking insights. Accurate information in a readable, understandable format is the foundation of good decision-making. Calxa works with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero and QuickBooks Online. Follow the simple steps to link once and then schedule updates monthly, weekly or daily, depending on your needs. Bring in existing budgets from your accounting system or import them from a spreadsheet. If you’re starting from scratch, use the Budget Factory Wizard to create a quick first draft and then the sophisticated Budget Builder to fine-tune and manage in detail. Start with a pre-built Report Bundle Kit to get the flavor of the most popular reports. Use a workflow to schedule delivery at a time and frequency of your choice. Now select your reports from the library, batch them and automate their delivery.Starting Price: $30 per month -
39
Pluvo
Pluvo
Pluvo is an AI-native decision intelligence and financial planning platform designed to help finance and strategy teams model scenarios, forecast performance, and make faster data-driven decisions. It connects operational and financial data into a unified environment where users can generate forecasts, budgets, and dynamic models through simple prompts rather than complex spreadsheets. It emphasizes transparency by making assumptions, formulas, and reasoning explicit and traceable back to source data so teams can validate and explain results with confidence. Pluvo integrates with accounting and ERP systems to automatically sync real financial data, organize it into customizable dashboards, and continuously track progress against forecasts. Its driver-based modeling allows businesses to test different scenarios, evaluate strategic trade-offs, and understand the financial impact of operational changes in real time. -
40
Permutable AI
Permutable AI
Permutable is an AI-driven intelligence platform that transforms global macro, geopolitical, and financial noise into clear, real-time signals for institutional investors. It analyzes vast volumes of news, sentiment, and event data to eliminate manual processing and uncover strategic insights up to 90% faster. With advanced machine learning and powerful LLM workflows, Permutable helps traders detect market shifts, identify inflection points, and act before narratives hit the price tape. Its solutions span systematic trading, commodities, macro desks, and asset management, delivering structured sentiment scores, forecasts, and sector-level insights. Investment teams rely on its high-quality data feeds, automated decision workflows, and deep narrative analytics to stay ahead in volatile markets. By turning information overload into actionable intelligence, Permutable gives capital markets a sharper, faster, and more adaptive decision edge. -
41
Clipdiary
Clipdiary
Clipdiary monitors the clipboard and automatically saves its contents to the clipboard history. The contents of the standard Windows clipboard changes as you use it to copy and paste various types of information. But your data isn't stored for a long time - when you turn off the computer or just copy another piece of information, the data is lost. In most cases, that isn't a problem, but have you ever needed the text you copied 30 minutes or an hour ago? Maybe your computer is acting up and the program you are using hasn't saved the data, or maybe you copied some interesting information from a web page, but got distracted and forgot to paste it where you wanted? Or you may simply want to recall what you were doing on your computer a month or a year ago. There are many cases in which you might want to review your clipboard contents. -
42
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 -
43
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. -
44
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
45
Emcien
Emcien
Teams shouldn’t have to struggle to use data to their advantage. Emcien gives you a steady stream of clear action items. We tell you what’s going to happen, and why, in natural language, so the whole workforce knows what to do to perfect each interaction, transaction, event, and beyond, in real-time. Why juggle another app? Emcien injects action items into the apps you already know and love, and sends them to the systems that run your business, like. We would also recommend your business is investing in the most appropriate trading apps software. Ideally, you’d want to look for a free stock trading app with low trading fees and a user-friendly interface? This includes the option to trade assets beyond stocks and ETFs such as cryptocurrencies, commodities, and indices. Our software converts your data into answers for you around-the-clock, so your organization doesn’t need any data skills to act brilliantly.Starting Price: $5000 per month -
46
Quantum Axis
Quantum
Leverage the power of a financial analysis platform to achieve the best results. We specialize in developing solutions for accessing, analyzing, comparing, monitoring, managing, and disclosing information in an easy, consistent and efficient way. Quantum is a financial technology company that has been operating in the market since 1999. We have a large financial database regularly updated with quantitative and qualitative data. We have a dedicated team that continuously works on the upkeep of information and seek to find the solutions that best suit our customers’ needs. Learn how a platform with an extensive financial database can help you get the right information when you need it. All this through an online system accessible through web browsers, mobile devices, APIs, and data links. Leverage a solution that will bring you competitive advantage by helping you make the right decisions for your company. -
47
BLOOM
BigScience
BLOOM is an autoregressive Large Language Model (LLM), trained to continue text from a prompt on vast amounts of text data using industrial-scale computational resources. As such, it is able to output coherent text in 46 languages and 13 programming languages that is hardly distinguishable from text written by humans. BLOOM can also be instructed to perform text tasks it hasn't been explicitly trained for, by casting them as text generation tasks. -
48
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 -
49
Quiver
Quiver Quantitative
Trends in FinTech such as commissions-free trading have made it easier than ever to actively manage your own portfolio, which has created millions of retail traders around the world. Over the past decade, alternative data has exploded in popularity among professional money managers. Alternative data allows investors to tap into new and unique data sources to aid their decisions. However, alternative data is typically priced for institutional clients, and is not widely available to retail investors. Quiver allows retail investors to tap into the power of big data, and have access to actionable, easy to interpret data that hasn’t already been dissected by Wall Street.Starting Price: Free -
50
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.
