Alternatives to Fnivo
Compare Fnivo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fnivo in 2026. Compare features, ratings, user reviews, pricing, and more from Fnivo competitors and alternatives in order to make an informed decision for your business.
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1
eResource Scheduler Cloud (eRS Cloud)
Enbraun Technologies
eResource Scheduler (eRS) is an enterprise resource management & scheduling software built to cut chaos clean. Whether managing 50 resources or 5000, eRS gives real-time visibility into capacity, availability, schedule, actuals (timesheets) & financials, no messy spreadsheets required. Plans stay fast and friction-free with drag-and-drop scheduling, resource requests & semi-auto scheduling. Actuals flow from schedules into timesheets, giving immediate planned vs. actuals insight. Heatmaps flag bottlenecks before they burn, capacity planning reports forecast demand & financials track costs, revenue, and profit. Management reports turn data into decisions, user access rights keep control tight, and integrations tie in seamlessly with your go-to platforms. The eRS mobile app enables teams to view schedules, enter and approve timesheets, and receive real-time updates anytime, anywhere. Trusted across industries, eRS gives visibility into the dollar impact of every allocation.Starting Price: $5/monthly/resource -
2
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. -
3
Vitt
Vitt
Unlock the cash trapped in your SaaS company's recurring revenues. Raise immediate, upfront growth capital, without debt or dilution! Right now, if SaaS founders want money, they have to pitch VCs (who typically haven't even worked for a startup) or try (and fail) to get money from banks. With Vitt, get upfront, non-dilutive financing against your monthly recurring revenues. Never trade growth off against dilution again. No need to waste time speaking to venture capitalists. Grow by closing customers, not investors. Money is only useful once it's in the bank. Sign up in minutes, get your cash in seconds. Don't lose weeks negotiating payment terms with your customers. Give them flexibility and still get your cash upfront. No more discounts for upfront payment. Strengthen your topline without worrying about cash flow. We analyze your financial data and give a financing decision in a matter of minutes, not months. No more searching for intros to VCs in your network. -
4
Finicom
Finicom
Finicom is a no-code financial data automation platform that syncs real-time bank account data into Google Sheets, Notion, and Airtable. Designed for founders, finance teams, and solo professionals, Finicom makes it easy to build live dashboards, track spending, monitor business cash flow, and automate reports—without writing code or manually exporting CSVs. Connect your financial accounts once, and Finicom keeps your data flowing into your tools in real time. Ideal for budgeting, runway tracking, P&L views, and custom reports. 🔒 Secure. ⚡ Fast setup. 🧠Built for clarity and control.Starting Price: $10/month -
5
Fondo
Fondo
Fondo is an all‑in‑one accounting platform built specifically for startups that automates bookkeeping, tax filing, and tax credit claims so founders can focus on building rather than balancing books. After a simple one‑time onboarding, Fondo connects to your existing tools, bank accounts, payroll, cap‑table software, and accounting system or sets one up for you, and provides a centralized dashboard displaying financial health, cash and runway insights, and the status of tax returns. It generates core financial statements (profit & loss, balance sheet, cash flow) and runway metrics, and supports the preparation and filing of Delaware franchise tax, federal, and state corporate income taxes via its annual “TaxPass” subscription (including forms such as 5471, 5472, and FBAR for international startups). It also handles tax credit filings for which users may be eligible (startups can receive up to $500,000 annually.Starting Price: $599 per month -
6
Mesh
Mesh
​Mesh is an AI-powered finance co-worker designed to help busy teams stay on top of expenses, runway, and revenue, without spreadsheets or guesswork. It integrates seamlessly with existing accounting and financial tools, eliminating the need for double entry and extra work. Mesh offers real-time insights, providing instant answers on cash flow, expenses, and revenue, akin to having a CFO on speed dial. Its continuous reconciliation feature ensures that transactions are reconciled in real-time, keeping books always up-to-date and error-free. By staying in sync across financial platforms, Mesh eliminates manual data mapping, allowing users to focus on growth rather than bookkeeping. The AI analyst within Mesh can answer questions, which provides increased visibility into finances, smarter spending decisions, and a reduction in unnecessary costs. -
7
Quanta
Qanta
Quanta is a full-service accounting platform purpose-built for software companies that delivers real-time visibility into financials by combining automated bookkeeping, continuous reconciliations, and deep integrations with common startup financial tools. It maintains an AI-native general ledger that automatically imports data from a company’s banking, payment, payroll, and spend tools and applies predefined rules; ensuring books stay clean, consistent, and always up to date. Quanta offers real-time dashboards showing cash, revenue, burn rate, runway, accounts receivable, vendor activity, customer/invoice status, and other critical metrics; giving teams immediate access to today’s numbers rather than waiting for month-end. It also supports advanced features such as revenue recognition, department-level financial tracking, and tax filing (including federal, state, local income taxes and even R&D-tax-credit studies). Users get access to a dedicated in-house accounting expert.Starting Price: $250 per month -
8
Clariteer
Clariteer
Clariteer is a modern portfolio-reporting platform for individual investors and small family offices investing directly in private equity and venture funds. Instead of manually extracting data from quarterly reports, capital account statements, notices and emails, Clariteer uses AI to read, structure and centralize information automatically. Investors get a unified dashboard showing commitments, paid-in capital, NAV, calls, distributions, and performance metrics like TVPI, DPI and IRR across funds, currencies and geographies. Clariteer also provides cash-flow modelling to forecast future calls and distributions. The platform offers clean visualizations, cash timelines, portfolio overviews and downloadable reports. It eliminates spreadsheets and scattered documents, giving investors clarity, consistency and control over their private markets portfolio. Designed for founders-turned-investors, angels and small family offices who want professional-grade reporting. -
9
Finlens
Finlens
Finlens is an AI‑powered accounting co‑pilot that delivers real‑time financial clarity and automates the entire bookkeeping workflow for startups and CPA firms. Its intuitive dashboard aggregates data from over 1,000 bank and credit card integrations to provide GAAP‑ready books, instant key metrics (runway, burn rate, MRR, ARR, and customer growth), and interactive spending analyses without manual data entry. Transactions are automatically categorized and reconciled, while custom reports, balance sheets, profit & loss statements, spending and schedules, are generated on demand. Finlens syncs seamlessly with QuickBooks for zero‑friction setup, offers instant invoicing and receivables/payables monitoring, and supports collaborative access for founders, CFOs, and accountants. Built‑in AI insights highlight patterns in expenses and inflows, accelerate monthly closes, and free teams from spreadsheets and email threads by centralizing communication and approvals within the platform. -
10
culta.ai
culta.ai
Multi-entity financial management platform built for small businesses, startups, and solopreneurs. Track budgets, revenue, expenses, and profitability across multiple businesses or products from a single dashboard. Features AI-powered financial insights, transaction categorization, cash flow forecasting, and 15+ free financial calculators including burn rate, runway, SaaS metrics, and unit economics. Connects with Stripe for real-time revenue tracking.Starting Price: $29/month -
11
Modernbanc
Modernbanc
Modernbanc offers an AI-driven finance platform that acts as your virtual finance team by enabling natural‑language chat to query business finances and generate real‑time dashboards and projections. It centralizes and harmonizes financial data by integrating all payment processors in one unified ledger and orchestrating money flows across accounts, while robust APIs, including the Encryption Vault API, securely store and tokenize payment data to achieve PCI‑DSS compliance in minutes. Modernbanc automates end‑to‑end financial processes such as transaction reconciliation, reporting, and profit & loss and cash flow statement generation with dynamic, spreadsheet‑like visualizations called Charts. Users benefit from real‑time runway calculations, customizable revenue trackers, and automated alerts that detect anomalies. Designed for flexibility, it provides RESTful APIs, webhooks, and customizable modules to embed secure financial operations into any application.Starting Price: Free -
12
FundTQ Valuation Platform
FundTQ
FundTQ’s Valuation Platform is built for startup founders who need accurate, fast, and easy-to-understand valuations. Whether you're preparing for your first pitch or gearing up for a funding round, our tool gives you a clear picture of your startup’s worth in just a few clicks. Powered by real market data and startup metrics, FundTQ removes the guesswork from fundraising and helps you walk into investor meetings with confidence. Trusted by 100+ early-stage ventures, it’s the smart way to value your business — no spreadsheets, no stress.Starting Price: $1.16 -
13
Obol
Obol
Obol is an AI-powered cash flow platform that unifies real-time cash data, forecasting, and reporting into one streamlined workspace. Finance teams can instantly connect their banks and tools to gain live visibility across accounts, currencies, and entities. Automated reporting eliminates manual spreadsheets, saving hours each week and reducing errors. Obol’s bottom-up forecasts update automatically with live financial data, giving teams the clarity to plan ahead with confidence. With scenario modeling and proactive insights, businesses can anticipate risks before they surface. Obol empowers companies to manage their entire cash lifecycle—from daily positioning to long-term planning—in one dedicated platform. -
14
Kudwa
Kudwa
Kudwa is an AI Finance Manager that helps businesses move from manual finance work to instant financial clarity. It connects financial and non-financial data from multiple systems, automates consolidation, reporting, dashboards, and analysis, and explains what changed, why it happened, and what actions to consider next. Instead of relying on spreadsheets, disconnected tools, and high-pressure month-end reporting cycles, finance teams can access trusted insights in minutes. Kudwa helps leaders understand performance, spot risks and opportunities, answer questions about their numbers, and make faster, more confident decisions. For CFOs, finance managers, founders, and accounting firms, Kudwa reduces repetitive work, improves visibility, and turns finance from a back-office reporting function into a proactive intelligence layer for the business. -
15
RizzCalc
RizzCalc
RizzCalc is an AI-powered financial-modeling agent that integrates as an add-on for Google Sheets, enabling users to build, edit, and adjust financial models using natural language instead of writing formulas manually. Once installed, a sidebar lets you type instructions like “create a DCF model,” “update income statement projections,” or “adjust cash flow modeling,” and the AI automatically modifies the spreadsheet accordingly. It supports tasks such as financial projections, discount-cash-flow valuations, balance sheet automation, and fast adjustments to plans and forecasts. The product is built by CapGo AI (founders YG Guo and CY), and each “run” consumes credits (three credits per run), with users receiving a number of free credits to try it out. RizzCalc is positioned to save analysts, startup founders, and finance professionals hours of manual work, reduce formula errors, increase speed, and make financial planning more flexible, accurate, and scalable.Starting Price: $12 per month -
16
ZapDigits
ZapDigits
ZapDigits is a no-code dashboard builder that helps startups and small teams visualize all their metrics in one place. It connects seamlessly with tools like Stripe, Supabase, GitHub, and YouTube, giving founders clear insights without spreadsheets or SQL. Setup takes minutes—just link your tools, build your dashboard, and start receiving daily updates. Every dashboard is real-time, privacy-friendly, and customizable for web analytics, SEO, and performance tracking. ZapDigits eliminates complexity with a clean, intuitive interface designed for clarity and speed. It’s the simplest way to understand your numbers and grow your business.Starting Price: $50/month -
17
PrometAI
PrometAI
PrometAI is an AI-powered business planning platform designed to help founders turn ideas into investor-ready business plans in minutes. Its AI Business Plan Generator guides users step by step, replacing blank pages with structured clarity and strategic insight. The platform combines industry benchmarks, financial models, and AI analysis to deliver professional plans quickly. PrometAI is built for both first-time founders and experienced entrepreneurs. Users can customize content, financials, and design to match their vision. With built-in security and intellectual property protection, business ideas remain confidential. Trusted by over 52,000 founders, PrometAI simplifies planning while improving quality and confidence.Starting Price: $98 one-time fee -
18
Ignite Procurement
Ignite Procurement
It’s easier than ever to rethink procurement with a new, advanced spend management standard. Ignite empowers everyone to take the guesswork out of procurement and surge ahead with clarity and responsible decisions. Ignite provides a complete set of cloud solutions to streamline your spend across the full range of strategic procurement activities and gives you the visibility and insights you need for more intelligent, responsible, and efficient procurement decisions. Ignite provides a one-stop-shop to: - Consolidate, clean, and enrich your data - Get advanced no-code procurement analytics - Holistically manage your suppliers and contracts - Drive sustainable decisions and actions With a unified solution for your spend management needs, you eliminate silos and bring strategic procurement to the forefront. -
19
Exigyn
Exigyn
The best way to predict the future is to create it. Exigyn brings a financial analyst to your fingertips. Generate clinical trial scenarios, pressure-test cash runway, and still have time for dinner. Optimize trial costs by leveraging key KPIs like patient enrollment, site performance, and cost per patient. Adopt our multidimensional database for precise, detailed tracking, even down to individual vendor names. Instantly refine financial forecasts, budgets, department structures, project listings, charts of accounts, and spending, all with a single click. Streamline personnel forecasting, align headcount with clinical milestones, and optimize your organizational structure. With intuitive tools for tracking roles, salary bands, and projected hires, you can plan for the future with confidence. Our solution integrates real-time data, automating clinical accruals to save you valuable time and resources. -
20
Wyzr
Wyzr
Stay on top of your finances, get actionable insights, forecast cash flow, and much more in minutes. Tailored for small businesses. No more complex spreadsheet analysis. Wyzr speaks with you in simple language. No more stressful financial guesswork. Get clear, actionable insights and instant answers to your questions. Real-time cash flow forecasting without the hassle of spreadsheets to know what lies ahead and be better prepared. Eliminate guesswork and tedious spreadsheets. Get a clear snapshot of your business’s health in just seconds. Instantly access your business's health metrics. Stay ahead by knowing what’s around the corner to make smarter decisions for your business. Keep your finances on track with timely insights. Get actionable cash flow and financial insights instantly with Wyzr’s AI CFO. Get your questions answered instantly. Wyzr works for you 24/7. Keep your finances on track with timely insights. -
21
RocketChart
RocketChart
Forget the laborious Excels to manage and anticipate your cash flow. Connect your bank accounts, automate your reporting and follow your cash flow in real time. Realize different forecast scenarios and make the right decisions for your business. Cash is vital for your business. But tracking in Excel is time consuming, manual and tedious. RocketChart simplifies and automates your cash management! Save time, control your expenses, anticipate your cash flow and facilitate your financial reporting. Manage your cash flow in real time. Connect your bank accounts to instantly synchronize your receipts and payments. View your consolidated cash flow and detail by bank account. Keep an eye on your cash runway. Control your spending poles. Optimize your costs. Define your own categories and subcategories. Automatically categorize your transactions using our algorithm. Identify the big expense items to optimize your budgets.Starting Price: $49 per month -
22
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. -
23
CashFlowCockpit
Hyperbasis Single Member
Reduce today the cost and complexity of your internal process. Moreover, by using our cloud-based Cash Flow Management solution, ensure that your business has the moneys it needs, in the right place and at the right time (no more spreadsheets). Get real-time visibility into cash flow positions, improve your global accounting liquidity, and make business decisions with confidence. Whether you need ongoing advice for special projects or to hire a full-time CashFlowCockpit, we have the key competence you are looking for - wherever you are. Successful you can maximize your productivity and spend less time reporting and more time analyzing the how and why of financial events. Using the real-time reporting on consolidated data, shrink the time and cost of financial close and reporting cycles and close the MIS reporting at record speed. -
24
FlowCog
FlowCog
Be confident in your growth trajectory. Battle-tested with investors. Our software predicts your cash runway and growth trajectory. Get clarity for strategic decision-making and raise money with confidence. Let key business metrics, not arbitrary markups, drive your forecast and business strategy. A SaaS finance expert is there if you need them. Have an existing model? We'll port it over. No need to build logic from scratch. Enter inputs and get trusted results, KPIs, and charts. Our tool is specifically designed for SaaS, with pre-built logic and smart default inputs tailored to your company size. If you're not a SaaS company, we aren't for you. First, you'll answer a quick 10-question onboarding form. Then, FlowCog auto-generates your model. Now you're ready to start fine-tuning the model and seeing results. The nerdy finance sidekick that crunches the numbers for you (with AI) FlowCog uses your onboarding responses to predict appropriate default inputs (that you can change).Starting Price: $39 per month -
25
Jeramyl
Jeramyl
Jeramyl is a cloud-based bookkeeping and business finance application designed for freelancers, consultants, self-employed professionals, and small business owners. The platform helps users record and organize income, expenses, and business transactions, categorize financial activity, and upload receipts with OCR-assisted data extraction for review. Users can create and manage invoices and estimates, track unpaid customer invoices, maintain customer statements, and organize bills and vendor records. Jeramyl provides business finance visibility through dashboards, profit and loss reporting, cash flow tracking and forecasting, cash runway estimates, accounts receivable and accounts payable aging, tax summaries for accountant review, and month-end bookkeeping cleanup workflows. -
26
Flick AI
Flick AI
Flick AI is an AI-powered bookkeeping and accounting automation platform built for founders, startups, accounting firms, and growing businesses looking to simplify modern financial operations. Our mission is simple: reduce the repetitive and time-consuming operational work involved in bookkeeping and accounting so finance teams can focus more on financial clarity and decision-making rather than manual processes. -
27
Nume
Scaleup Finance
Nume is an AI-powered CFO platform designed for startup founders to streamline financial management and make informed decisions. It automates financial oversight, monitoring key metrics, deadlines, and relevant news, sending alerts when attention is needed. Nume generates detailed financial reports instantly, eliminating the need for manual spreadsheets, and offers actionable insights by drilling down into root causes and recommending actions. The platform also assists with board report creation, drafting emails and attachments in the founder’s tone of voice. Nume helps founders stay on top of their finances by performing automatic reviews of books and guiding bookkeepers through necessary adjustments. With easy integration, the platform learns from each interaction, growing smarter over time. Founders can access financial answers quickly, even when receiving late-night inquiries, making financial management seamless and efficient. -
28
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
29
Q:chi ) Harmoni
Q:chi Limited
Q:chi ) Harmoni is enterprise marketing operations software that unifies campaign planning, financial management, and work execution into a single platform. It eliminates silos between planning, spend, and performance, giving organizations real-time visibility and control. With Q:chi ) Harmoni, marketing and finance teams can align strategy with execution, adapt quickly, and drive better business outcomes. Q:chi ) Harmoni solves the disconnect between marketing planning and financial control. It replaces manual, spreadsheet-based processes with a connected, real-time system. Finance leaders gain clarity on where money is going, while marketing teams gain the flexibility to shift tactics as needed. This helps prevent overspend, improves forecasting accuracy, and ensures every dollar supports strategic goals.Starting Price: ÂŁ1,150/month -
30
FocusMap
Timo Schmidt
FocusMap is a lightweight public roadmap, feature voting, and embeddable feedback portal for SaaS founders and small B2B teams. It helps teams collect feature requests in one place, let users vote on priorities, and show what is planned, in progress, or shipped. Instead of losing feedback across Slack, support tickets, sales calls, DMs, spreadsheets, and memory, FocusMap turns scattered requests into a clearer roadmap signal. FocusMap is built for lean SaaS teams that want a simple customer feedback workflow without setting up a heavy product management suite or building their own roadmap system. Key features include public roadmaps, feature request collection, user voting, roadmap status tracking, and embeddable feedback portals for SaaS websites, docs, or help centers.Starting Price: $15/month -
31
Clockwork
Clockwork
The Clockwork Score automatically grades your financial performance and shows you what to improve. Machine learning takes the data from your P&L, balance sheet, and cash flow to give you real-time weekly and monthly cash flow forecasts. Easily build your own custom metrics using your financial and nonfinancial data to get a complete picture of your business. Seamlessly and securely integrate with QuickBooks Online or Xero to instantly build financial models and forecasts. A bank account is not a cash flow forecast. Know your financial commitments will be met and proactively get ahead of the demands of your growing business. Avoid costly mistakes and manage your finances with fewer surprises. Know precisely when cash is coming and going and what your funds will be at different points in the future.Starting Price: $159 per month -
32
Foundra
Foundra
Foundra is an AI-powered startup validation platform designed to help founders test and refine their ideas before building a product. It guides users through a structured three-phase process—Spark, Validate, and Build—ensuring each stage has clear deliverables and outcomes. The platform helps define target customers, identify objections, and generate actionable plans such as MVP scope and launch checklists. With its AI workspace, Foundra analyzes ideas, provides market insights, and suggests strategic pivots based on real-world data. It transforms conversations into structured outputs like Idea Snapshots, Objection Maps, and validation plans. The tool reduces guesswork by offering data-driven insights and actionable next steps. It also includes a planner, dashboard, and insight cards to track progress and prioritize tasks. Overall, Foundra helps founders move from uncertainty to clarity faster and more efficiently.Starting Price: $39/month -
33
CashAnalytics
CashAnalytics
Forget the massive spreadsheets that crumble with one bad entry. See exactly where your cash flow stands every day in every business unit on one screen. Hands-off forecasting means you spend less time crunching the numbers and more time strategizing where your business can go next. Manage cash flow around the group and monitor every unit from one screen. Find fast answers to all your cash flow questions and look like an expert to your leadership. CashAnalytics will save you and your team huge amounts of time and give you crystal clear visibility over current and future cash flow. CashAnalytics transforms the process of forecasting cash by cutting manual workload and reporting timelines by over 90%. It does this by connecting directly to data sources and streamlining the capture of data from people throughout an organization. -
34
Pitchwise
Pitchwise
Pitchwise is a modern document sharing and data room platform built for founders, operators, and teams managing high-stakes external documents. Whether you are raising capital, sharing board updates, distributing reports, or sending proposals, Pitchwise replaces scattered attachments and uncontrolled links with structured, trackable sharing. Instead of guessing whether documents were reviewed, Pitchwise provides real-time engagement insights showing who opened your files, how long they spent reviewing them, and which sections received the most attention. Teams can create secure data rooms to organize financials, legal documents, and sensitive materials for due diligence, while maintaining full control over access, permissions, and document visibility. Pitchwise helps teams move from reactive document sharing to a structured workflow where clarity, visibility, and control are built into every interaction.Starting Price: $13/month/user -
35
Owlytics.ai
Owlytics.ai
Owlytics.ai is an AI-powered market research and business analysis platform that transforms complex strategic analysis into actionable insights — in minutes, not months. With 38+ specialized modules covering everything from TAM Analysis and Competitive Intelligence to Customer Personas, Financial Modeling, SWOT-Porter, Go-to-Market Strategy, and more, Owlytics gives founders, investors, and business leaders the data they need to make confident decisions.Starting Price: $0/month/user -
36
A suite of solutions designed to modernize the office of the CFO. Those supporting the office of the chief financial officer know the frustrations of manual, error-prone processes, limited visibility, high-stakes security, cumbersome implementations, complex integrations, and so on. As a CFO, finance manager, or head of finance at a large corporation, FIS Automated Finance can help you transform your department from a cost center to a true strategic advantage. Optimizing working capital becomes difficult when security and accurate cash flow forecasting aren’t prioritized. Automated Finance delivers the solutions your corporation or financial institution needs to better manage risk and drive strategic financial planning. Automated Finance offers a complete suite of tools for receivables, payables, and revenue optimization. Choose from our solutions that help reduce friction, unlock revenue potential, and give you the confidence and capabilities to grow.
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37
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 -
38
ThinkOut
ThinkOut
ThinkOut is the online platform that delivers financial analysis and forecasting for SMEs in just a few minutes, based on the transaction history from their bank accounts. On a single screen you can check the total balance for your connected bank accounts, the cash runway given the current balance and the expense rate or the revenue and expenses of the past three months. ThinkOut automatically fills in the cash flow plan with data from the bank account statements. It displays in an accessible, visual manner the way your company’s money is distributed on income and expense categories. ThinkOut translates the transactions data into easy-to-understand charts that shine more light on how the income and expenses are structured and evolve. The platform gradually builds cash flow forecasts based on the business activity over the past years. This way you can plan your business according to anticipated income and expenses patterns.Starting Price: $50.00/month/user -
39
Kyriba
Kyriba
Having clarity and visibility into cash and liquidity is a fundamental requirement for any treasury department. Without that, it is nearly impossible to support critical financial decisions and strategic business objectives. Kyriba delivers timely and accurate global cash visibility, enabling treasury teams to create accurate forecasts that deliver confidence throughout the organization. Kyriba’s advanced cash forecasting capabilities are unparalleled with extensive options for entry, import, modeling and measuring the effectiveness of cash forecasts. This enables clients to extend the accuracy and horizon of their cash forecasting — by day, week, month or year. Managing multiple global bank accounts can be challenging and confusing, with potential compliance and security risks. Kyriba’s bank relationship management solution removes these concerns, enabling improved control over all global bank accounts including segregation of duties, audit trails, signatory tracking, FBAR reporting. -
40
clickBACON
clickBACON
clickBACON is an AI-powered financial intelligence platform built specifically for the restaurant industry. It helps restaurant owners gain real-time visibility into their numbers so they can make faster, smarter decisions that increase profitability. clickBACON connects directly to POS systems and automatically pushes clean, accurate data into accounting platforms like QuickBooks Online and Restaurant365. The platform simplifies restaurant bookkeeping by organizing sales, labor, food costs, and KPIs into easy-to-understand reports delivered on time. AI-driven document extraction and processing eliminate manual data entry for invoices, receipts, and bills. clickBACON also supports bookkeepers and accountants by keeping financial data clean, coded, and ready for tax reporting. By prioritizing clarity, speed, and confidence, clickBACON removes complexity and helps restaurants take control of their finances.Starting Price: $37 per user per month -
41
Asseta
Asseta.ai
Asseta is a comprehensive, AI-powered platform designed to streamline the financial operations of family offices, enabling them to manage wealth and accounting with efficiency and clarity. It provides robust tools for tracking investments, cash flow, multi-currency transactions, and complex ownership structures, offering real-time insights and customizable reports. With its seamless integration capabilities, Asseta allows users to consolidate data from multiple sources like QuickBooks, Bill, and Ramp into one centralized system. The platform also supports automation of routine financial tasks such as allocations, bill payments, and month-end close processes. Tailored for scalability, Asseta helps family offices streamline their financial operations and enhance visibility across entities and currencies globally.Starting Price: $32 per month -
42
Simply Wall St
Simply Wall St
Unique, exhaustive analysis on every listed stock worldwide at your fingertips. Save countless hours trawling through reports and remove emotion from your decisions. Be informed of red-flags and opportunities with key insights extracted daily from our unique analysis model. Know the future forecast growth of a company based on the consensus of professional analysts. Automatically estimated stock fair value based on future expected cash flows. Know the balance sheet. From assets and liabilities to debt, equity and current cash runway. Understand historical, current and projected shareholder payments and how this compares to the market and industry. Assess if the right people are steering the ship with management and board profiles and analysis. Know what's happening behind the scenes. Which individuals or institutions have been backing the company with their financial decisions? Quickly narrow down company stocks with our unique snowflake screener.Starting Price: $10 per month -
43
Runway
Runway Financial
Gone are the days of copy and pasting actuals from 12 different places every month. Runway connects with your accounting, HRIS, data warehouse tools, and more to automatically keep your forecasts up to date with new actuals. Write formulas that humans can read. Scenario comparison is native in Runway—no more duplicating sheets and tabs. Compare different plans and outcomes to decide the best strategies to hit your ambitious goals. With Runway Copilot, you can create any scenario in seconds. Type a prompt and watch Runway generate effective plans based on your model and live data from your connected business apps. With human-readable formulas and over a hundred integrations, modeling key financial metrics is easier and more accurate than ever before. -
44
Vultus Connect
Vultus
Workforce Manager For All An all-around workforce management solution that manages your Employee Database, Time Sheets, benefits, Documents, and Expenses, all in one place. It helps you ensure legal compliance with utmost confidence and ease. No one does swift and accurate invoicing better than us, which along with Collections helps you with the Cash Flow – Monitor and Forecast it like never before. We help you make strategic and confident business decisions by giving you actionable data points, sensible analytics, and centralized financial information.Starting Price: $1 per user per month -
45
Gotbilled
Gotbilled
The product addresses the challenges of disorganized and time-consuming financial management faced by small businesses, including difficulties in tracking expenses, managing invoices, meeting payment deadlines, and gaining spending insights, which often lead to cash flow issues and inefficiencies. Gotbilled simplifies financial management by organizing business expenses, securely storing invoices, sending automated payment reminders, and generating clear financial reports. It replaces outdated spreadsheets and manual processes, saving time, preventing missed payments, and ensuring smoother cash flow.Starting Price: $15/month -
46
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 -
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Vaizy
Vaizy
Vaizy is an AI-powered project- portfolio- management platform that unifies project delivery, team coordination, financial control, risk management, and KPI analytics in one workspace. Instead of scattering project context across separate tools and spreadsheets, Vaizy keeps milestones, team capacity, budgets, cash flow, and risks connected. Manage projects and portfolios with templates and status tracking; plan work with milestone Kanban and timeline views; track team roles, availability, and cost rates with role-based access. -
48
Blue Onion
Blue Onion
Blue Onion is an AI-powered financial data platform designed to automate complex accounting workflows by transforming scattered transaction data into clean, reconciled, and audit-ready financial records. It connects directly to a company’s order systems, payment processors, and bank accounts, automatically ingesting and organizing financial data from multiple sources into a unified transaction hub. Using machine learning algorithms, it performs order-to-cash reconciliation by matching each sale with its corresponding payment transaction, processor fees, and final payout deposited in the bank account. This automated matching process creates a complete transaction-level audit trail that traces every order from the point of sale through payment processing to settlement, helping accounting teams verify the accuracy of financial statements and quickly identify discrepancies. -
49
Balance Pro
Balance Pro
Take charge with Balance Pro's powerful features. Connect banks for automatic syncing or use the digital register for manual control. Track spending across multiple accounts - checking, savings, credit cards, and investments. Set custom budgets and goals with intuitive progress tracking. Never miss bills with comprehensive payment reminders. Scan receipts with your camera for instant transaction attachment. Gain insights through detailed spending reports and cash flow analysis. Create custom categories to organize your way. Switch between currencies for global money management. Export data to CSV for spreadsheet analysis. Get help from Fin, your AI financial assistant. Find transactions instantly with powerful search. Enjoy bank-level security while accessing your finances on any device - iOS, Android, and web. Start free and upgrade for premium features. Balance Pro: where clarity meets simplicity in your financial journey.Starting Price: $3.99 per month -
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Calqulate
Calqulate
Grow faster and achieve your goals with SaaS growth metrics and keep your business humming. All key subscription metrics, cash flow management and financial forecasts in one easy-to-use platform. Connect all your data sources to Calqulate and get all the metrics and KPIs that matter to subscription businesses. MRR, LTV to CAC ratio, retention and more. Always know what’s up (or down. But mostly up!) with your business. Calqulate’s automated cashflow forecasting tracks your SaaS subscription payments, staff expenses, loans and equity. Understand your cash runway, and watch your business take off. Plan ahead and finance your growth targets. Forecast your recurring revenues, expenses, cash and other SaaS metrics and always have a forward-looking view. In business it’s ok to be a know-it-all.Starting Price: €149 per month
