Alternatives to FinanceIQ
Compare FinanceIQ alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to FinanceIQ in 2026. Compare features, ratings, user reviews, pricing, and more from FinanceIQ competitors and alternatives in order to make an informed decision for your business.
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1
D&B Finance Analytics
Dun & Bradstreet
AI-driven credit-to-cash solutions powered by Dun & Bradstreet’s industry-leading global data and analytics. D&B Finance Analytics provides AI-driven solutions powered by the Dun & Bradstreet Data Cloud. Intelligent, flexible, and easy to use, D&B Finance Analytics helps finance teams manage risk, increase operational efficiency, reduce cost, and improve the customer experience. Manage credit and receivables risk to help minimize bad debt, reduce DSO, and improve cash flow. Help automate manual decisioning, monitoring, matching, and customer communications. Provide your customers with an online credit application and a payment portal. D&B Finance Analytics comprises two platforms, D&B Credit Intelligence, and D&B® Receivables Intelligence, that together provide powerful insights and technology to help you accelerate success throughout your credit-to-cash processes. You can gain visibility into credit risk quickly onboard customers and set the right terms. -
2
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
3
NetSuite
Oracle
Oracle NetSuite is the world’s leading AI-powered cloud ERP, trusted by more than 42,000 customers worldwide. The platform unifies ERP, financials, CRM, ecommerce, and analytics into one suite, creating a single source of truth for organizations. Its built-in AI doesn’t just predict—it learns from your business data to deliver accurate insights, recommendations, and automation. With NetSuite, companies can streamline accounting, manage global operations, improve customer relationships, and optimize HR processes all from a centralized cloud platform. Its omnichannel commerce tools also help businesses scale by connecting online, offline, and B2B sales seamlessly. By combining scalability, real-time visibility, and AI-driven intelligence, NetSuite empowers organizations to operate smarter and grow faster. -
4
OnPlan
OnPlan
OnPlan's FAST and FLEXIBLE FP&A platform gives Finance powerful planning, budgeting, and forecasting capabilities, layering visualization, integration, and collaboration features on top of spreadsheets. The OnPlan Engine is FAST TO DEPLOY with predesign best-practice Apps and FAST TO LEARN with spreadsheet syntax. It's FLEXIBLE to handle your core FP&A tasks like juggling many scenarios, BvAs, and allocations. And it AUTOMATES away annoying repetitive tasks like updating data from core systems like ADP, Quickbooks, Netsuite, Salesforce, and more; syncing structural changes everywhere; 1 click rollovers; and automatically toggling monthly, quarterly, yearly, and period-to-date summaries. Give your budgeting spreadsheets superpowers with OnPlan.Starting Price: $12,500/year -
5
Synario
PFM Solutions
Synario is an industry-leading financial modeling platform designed to answer tomorrow's questions today. Make data-informed decisions with confidence, leading your organization to a brighter financial future with Synario. Leave archaic spreadsheet-based financial modeling behind and switch to a purpose-built modeling platform where advanced modeling, analysis, and insight come out-of-the-box. With automated financial statements and patented layering technology, Synario can give your finance team a full-field view of your financial future. Reach out to us to see how Synario could benefit your unique organization. Synario contains the best financial modeling tools to analyze even the most complex strategic or financial scenarios. Coupled with complete customizability, Synario can create all types of financial models with ease. Patented layering technology makes Synario financial models better able to replicate any scenario. -
6
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. -
7
Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
8
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
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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. -
10
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. -
11
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. -
12
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 -
13
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. -
14
Fuel
Fuel Finance
Fuel is a financial department in the cloud for startups, especially ecommerce. We provide accounting, financial reporting, analysis, unit economics, projections, market analysis, and more to help business owners make good decisions. We combine a proprietary financial tech platform with finance and accounting professionals who analyze clients’ data and offer insights. Fuel combines the ever-evolving suite of proprietary software and a team of financial professionals to provide you with clean and precise cloud-hosted spreadsheets and graphs. Our goal is to make sure you don't spend time organizing data, and instead, spend it on making the right decisions for your business. Based on your historical data and future plans, we build two versions of forecast which show the band of future possibilities.Starting Price: $1199 per month -
15
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. -
16
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. -
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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 -
18
HiBob Finance Suite
HiBob
HiBob’s Finance Suite is a modern financial planning platform that aligns people plans with financial goals. It combines financial insights and collaborative planning to give businesses a complete view of performance. Teams can analyze key metrics, track burn rate, and monitor runway using real-time dashboards. The platform integrates live headcount data to ensure accurate forecasting and budgeting. Finance and HR teams can collaborate on workforce planning and cost management with shared data. Built-in models and metrics help organizations plan confidently and adapt quickly. HiBob’s Finance Suite enables growing businesses to make smarter, faster financial decisions. -
19
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 -
20
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. -
21
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 -
22
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. -
23
Pilot
Pilot
Pilot takes care of your business finances, so you can focus on growing your business. Over a thousand businesses rely on Pilot for bookkeeping, tax, budgeting, fundraising support, & more. With Pilot, get a dedicated team of US-based finance experts who deeply understand your business and software that integrates with your financial tech stack like QuickBooks, NetSuite, Stripe, & more. Run your business with a clear picture of your finances. With Pilot, you get accurate books delivered monthly, on the dot. Our expert team is assisted by powerful software that automatically eliminates common errors. Get fast, responsive service. Your dedicated finance expert knows your business and books from the ground up. Your monthly statements include custom statements for your industry, like burn reports for startups or inventory management for eCommerce. With accrual basis bookkeeping and advanced financial CFO support when you need it, we’re built to scale with you.Starting Price: $599 per month -
24
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 -
25
Oracle Fusion Cloud Financials is a comprehensive global financial management platform designed to automate and streamline business finance operations. It integrates core financial processes like payables, receivables, fixed assets, expenses, and financial reporting into a unified system, enabling real-time insights into the financial health of the business. By leveraging AI and machine learning, it enhances forecasting accuracy, automates accounting tasks, and accelerates financial close processes. Oracle Fusion Cloud Financials supports multiple currencies, languages, and accounting standards, making it an ideal solution for businesses with global operations.
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26
Joiin
Joiin
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.Starting Price: $16 per month -
27
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. -
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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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CXO-Cockpit
CXO-Cockpit
Empower finance teams with CXO-Cockpit,a performance reporting platform created by CXO Solutions BV. CXO-Cockpit replaces the manual and error-prone Excel-based reporting process with a simplified, secure, controlled, and fast performance reporting. The platform boasts of out-of-the-box financial and performance reporting templates, financial and performance dashboards, financial insight and analytics, Point of View (POV) comments, sharing storyboards, and more. CXO-Cockpit also offers real-time insights into leading EPM source systems, including Oracle, SAP, and Tagetik. -
30
Trintech
Trintech
Trintech provides AI-enhanced financial close and reconciliation software designed to automate complex accounting processes and give finance teams more time back in their day. Its solutions streamline transaction matching, account reconciliation, intercompany accounting, journal entry management, and close task workflows. Through automation, Trintech reduces manual effort, improves accuracy, and strengthens audit readiness while delivering greater visibility across the financial close lifecycle. The platform offers real-time reporting and analytics so teams can make better decisions and provide strategic insights to the organization. Trusted by leading global brands, Trintech’s tools help finance teams work more efficiently and collaboratively. With its CoPilot Gen AI Assistant, customers further accelerate close activities and simplify everyday accounting tasks. -
31
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 -
32
Avanzai
Avanzai
Avanzai helps accelerate your financial data analysis by letting you use natural language to output production-ready Python code. Avanzai speeds up financial data analysis for both beginners and experts using plain English. Plot times series data, equity index members, and even stock performance data using natural prompts. Skip the boring parts of financial analysis by leveraging AI to generate code with relevant Python packages already installed. Further edit the code if you wish, once you're ready copy and paste the code into your local environment and get straight to business. Leverage commonly used Python packages for quant analysis such as Pandas, Numpy, etc using plain English. Take financial analysis to the next level, quickly pull fundamental data and calculate the performance of nearly all US stocks. Enhance your investment decisions with accurate and up-to-date information. Avanzai empowers you to write the same Python code that quants use to analyze complex financial data. -
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Oracle Fusion Cloud ERP
Oracle
Gain resilience and agility, and position yourself for growth. Oracle Fusion Cloud ERP gives you the power to adapt business models and processes quickly so you can reduce costs, sharpen forecasts, and innovate more. Easily see the complete picture of your company’s finances and operations. Oracle Cloud’s application suite offers the broadest and most seamless functionality across finance, HR, supply chain, and customer experience. From delivering real-time insights with Oracle Financials Cloud to realizing the power of bringing HR and ERP platforms together, view self-service demos to see how Oracle Cloud applications work in real-world business scenarios. Unlock your business potential and harness the power of the cloud platform to better react to internal goals and external pressures. Need to streamline accounting, comply with new revenue recognition guidelines, or report on new KPIs? We can help. -
34
EPIC
HOC Inc.
EPIC by HOC is a highly configurable platform designed for the modern Office. It helps finance teams automate workflows, unify data across systems, and extract actionable insights using latest technology stack, coupled with AI capabilities. EPIC tackles challenges like manual reporting, multi-entity data consolidation, and delayed insights. Trusted by enterprises for over two decades, EPIC serve's as a central hub for streamlined financial operations, enabling cost savings, better forecasting, and audit-ready accuracy. Built for Finance Teams: - Automate GL's, reconciliations & compliance workflows - Integrate data from multiple systems/entities - Use NLQ to ask financial questions in plain English - Uncover trends, anomalies & savings with AI-like analysis Why EPIC? - Seamless Integration - Centralized Data Management - Flexible Reporting - Accuracy, speed & transparency - Eliminate spreadsheets and manual effort - Highly Adaptable to your processes Contact us -
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Iris Finance
Iris Finance
Iris Finance is an AI-native financial planning and analysis platform built to give consumer brands and product-based companies real-time visibility into profitability, cash flow, and operational performance by unifying data from ecommerce platforms, accounting systems, ad spend, payroll, and more into one cohesive system; it replaces delayed manual reports and spreadsheets with instant profit-and-loss tracking, daily revenue and cost insights, automated forecasting, AI-driven cash flow planning, and benchmarking so teams can make faster, smarter financial decisions. It automatically integrates with tools like Shopify, Amazon, QuickBooks, Meta, and Google Ads, NetSuite, Xero, TikTok Ads, and banking services to pull in sales, costs, transaction fees, and advertising spend so users always see up-to-date performance and understand true profitability down to specific channels or SKUs. -
36
pcFinancials
DSPanel
Performance Canvas Financials brings you a deep, sophisticated, and easy-to-use FP&A solution that promises to streamline and intelligently automate your entire FP&A process from end to end. Performance Canvas Financials is a unified and easy-to-use software for financial reporting & analysis, consolidation, dashboarding, budgeting & planning. It is an add-on software to your existing ERP system that will allow you to take full control of your financial planning & analysis process. Cloud Performance Canvas Financials is a solution that delivers the latest best practices in Financial Planning & Analysis through its off-the-shelf finance modules. These are prepackaged finance logic such as Cash flow, CAPEX, Consolidation among others. These best practices include Driver-based budgeting, Drag & Drop Financial Reporting, Live Financial Forecasting, Unlimited What-if Analysis, Assumptions testing, Allocations, Activity-based costing, Multiple Entities and Currency Support, etc. -
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Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
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Uplinq
Uplinq
Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time. -
39
VentureLine
VentureLine
Year-to-year comparisons can highlight trends and point up the need for action. Trend ratio analysis works best with VentureLine's five-year accounting ratios married with a common size analysis. With time period to time period in financial analysis, good or poor performance becomes obvious. VentureLine provides cross-sectional financial analysis tools, comparing industry financial ratios to any company or comparing two companies in similar lines of business. Highly recommended by expert analysts is the most effective form of cross-sectional financial analysis: comparing a company's financial ratios and common size percentages to industry ratios and percentages in which the company competes. One way to visually zero in on potential problems and missteps taking place within a business is to prepare and study common size financial statements. Common size financial statements get rid of the dollars and cents, reflecting account balances as percentages only. -
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OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
41
SmartModels
Intuitive Analytics
SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.Starting Price: $300 per month -
42
SAP Financials
SAP
How can your finance department grow revenue, control cost, and minimize risk? Put financial management software to work. Unlock the power of finance to deliver new business models, optimize working capital, increase efficiency, and reduce risk. Discover how SAP solutions can help. Business model innovation can bring new growth, increased cash flow, and continuous revenue streams. With predictive analytics and subscription billing, you can accurately evaluate financial impacts and forecast liquidity needed to enable new digital business models. Intelligent process automation is key to gaining speed and efficiency. AI and machine learning in finance can streamline operations, improve workflow, and increase productivity across closing, cash management, compliance reporting, and monitoring controls. In today's fast-changing business environment it's late to wait for year end – or even month end – to get a clear view of your financial status. -
43
Bench Accounting
Bench
Bench Accounting is a bookkeeping and accounting platform designed to help small business owners save time and focus on growing their business by offering expert bookkeeping services combined with powerful financial software. It provides users with dedicated bookkeeping teams, who handle monthly transaction reviews, prepare financial statements, and offer tax preparation and filing services. Bench simplifies financial management by automating tasks such as categorizing transactions and generating real-time reports, giving businesses quick insights into their finances. The platform integrates with tools like QuickBooks, Stripe, Square, and Shopify to streamline operations and ensure efficient bookkeeping. Bench offers seamless communication between clients and their bookkeeping team, and users can access financial data and reports anytime, providing them with accurate, actionable insights to make informed business decisions.Starting Price: $299 per month -
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IBM Cognos Controller supports the close, consolidation and reporting process with the agility and affordability of a cloud-based solution. It enables finance teams to automate and accelerate the financial close with minimal IT support. It also helps finance teams deliver financial results, create informative financial and management reports and provide the chief financial officer (CFO) with an enterprise view of key financial ratios and metrics. Automate your close process and simplify the task of providing certified financial information. You can flexibly define and maintain changing rules and processes without coding, scripting or complex language. Automate intercompany eliminations, allocations, currency conversions, acquisition calculations and more. Track data flow throughout the consolidation process, and monitor performance of subsidiary reporting with built-in workflow and status reporting.
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Sheshi FR
Sheshi AI
Sheshi FR is a revolutionary SaaS application designed to streamline and optimize financial reporting processes. Powered by artificial intelligence, Sheshi FR aims to empower finance professionals by delivering 'Print-Ready Financials' at lightning speed. The platform is built to ensure accuracy and compliance, thereby significantly reducing the time and effort spent on manual report preparation. Sheshi FR embodies the future of financial reporting, prioritizing efficiency and precision, and enabling professionals to focus on strategic decision-making. Its ultimate mission is to redefine the role of finance professionals like Chartered Accountants, CFO, Tax Professionals, etc. by equipping them with cutting-edge technological capabilities.Starting Price: Rs. 10,000 -
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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 -
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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. -
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idaciti
idaciti
Revolutionize your data analysis process with idaciti. Our platform makes it easy to turn complex financial and ESG documents into actionable insights within seconds. Let idaciti revolutionize your approach to extracting vital insights from financial and ESG disclosures with speed and precision. Our market-tested platform transforms complex documents into clear, intuitive data, enabling you to uncover crucial connections and make data-driven decisions in mere minutes. Embrace the future of advanced analytics and reporting tools, unlocking unprecedented growth potential, cost reduction, and operational optimization. Discover the essential Financial and ESG data sets you need, from fundamentals and footnotes to climate, diversity, equity, and inclusion data, all with idaciti. Our innovative XBRL-first framework, enhanced by AI and machine learning, empowers your team to handpick the most valuable data points for strategic decision-making. -
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Swift Finance
Swift Finance
Swift Finance is a business solution designed for accountants and financial analysts working in the finance department of medium-sized businesses. We make it possible to optimize key financial and accounting processes, such as month-end, year-end, planning, and forecasting activities. Swift Finance is made possible by the technological framework of Virtual Cube Solutions. We have been helping Finance departments in mid-sized and large businesses for more than 20 years, increasing the efficiency of their month-end, year-end, planning, and forecasting processes. Work in a standard Excel sheet, not a pivot table. Drag and drop data elements directly in the Excel sheet. Display your numbers where you want them in just one click. Apply to format, add Excel formulas, and hide rows/columns, it’s easy! Use a standard Excel worksheet for data entry and validation. Create and manage your budget scenarios directly in Microsoft Excel. Quickly produce iterative versions of your budgets. -
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Inscope
Inscope
Inscope is an AI-native financial reporting platform designed to automate the preparation, review, and issuance of GAAP-compliant financial statements for accounting teams and finance organizations. It replaces manual, error-prone workflows by automatically generating financials, disclosures, and supporting schedules, allowing teams to move from closed books to issued reports in a streamlined, structured process. At its core, Inscope applies AI assistants to handle time-consuming tasks such as formatting, cross-footing, internal consistency checks, and roll-forwards, significantly reducing the manual effort traditionally required in financial reporting. It maintains a live, linked source of truth so updates flow automatically across statements and footnotes, eliminating version-control chaos and improving traceability.
