IndustryCFO Alternatives

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.

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.

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.

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.

Impact clients’ bottom lines and manage their finances with one simple interface. Let IndustriusCFO provide you with financial comparisons to your clients’ peers and specific steps to improve upon weaknesses. IndustriusCFO shows you how to save money and make more money by showing you key financial ratios for your industry and a personalized roadmap for business improvement and growth. Get an inside look at any industry to see how it is performing and whether that industry is a high or low risk investment for your time or money. The IndustriusCFO database covers over 2,500 industries and over 1 million private businesses, so it is simple to find the information you need. View annual financials, median statistics, charts, ratios and more of your industry competitors or peer groups.

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.

Enterprise-class planning and analytics is now available for small and medium sized businesses. Build flexible, driver-based budgets, forecast financial performance, analyze results, and share critical information across the business. Connect to virtually any data source – on premise or in the cloud. Capitalize on your existing GL/ERP, CRM, and BI investments. Involve stakeholders across the organization. Centralized budgets, forecasts and reports remain accurate and up-to-date. Planning Maestro makes enterprise-class financial planning and analytics available to smaller businesses. Optimized for scalable data flows, Planning Maestro can easily accommodate your current business structure and adapt to changing needs. CEOs and their leadership teams ask tough questions daily. Planning Maestro lets finance leaders respond quickly. Planning Maestro’s advanced architecture makes it highly adaptable to changing business needs and goals.

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.

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.

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.

Juris Analyst is a financial evaluation system for businesses that simulates, evaluates, and forecasts your clients’ financial health and their repayment ability. Its intelligent financial evaluation system analyses a company’s financial position over the desired period – past, present, or future. Juris Analyst is a robust-yet-simple, web-based financial analysis system. By entering your financial statement into the system, (balance sheet and income statement), you are able to obtain a wide array of financial analysis reports such as ratios, cash flow statement, cash conversion cycle, debt service ability, and much more. The system is designed in such a way where any user, regardless of their proficiency in financials, will be able to use the system with ease. Fully web-based for easy deployment and low maintenance costs. Users can also access the system from all around the globe.

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.

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.

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.

Real-time FP&A from the comfort of your spreadsheet. Power plus agility for modern times. Built for teams of all sizes. Identify strategic opportunities & areas of risk. Build Trust Collaborate & align across the org with accurate insights & analysis. Move Fast Agility for today’s pace of business. Connect and transform all of your financial & operational data to deliver real-time accurate reports for every audience. Collaborate with business managers to build accurate forecasts and plans based on the most up-to-date assumptions and drivers. Centralize and consolidate disparate data sources into a single source of truth for easy analysis and reporting. Get visibility into data changes, ensure collaborators see only what’s relevant to them, and track versions in a central location. Cube’s intuitive software makes it easier to get more done, faster. From onboarding a single person to a full cross-functional team, it’s the easiest-to-use FP&A platform on the planet.

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.

Strategize and collaborate with agility amid constant change. Mobilize complex scenario planning to the smallest detail, intelligently forecast the biggest picture, and empower teams to make decisions faster. Work with real-time data and insights from the outermost edges of your enterprise. Collaborate with the same, accurate, updated information. Everyone using the same playbook. Everyone on the same page. Everyone operating from one source of truth. Model broad and varied scenarios to fuel your rolling forecasts, updated automatically with relevant, current information so your plans for tomorrow reflect what just happened today. And do it all in real time. Not in days or weeks. In minutes. Be ready to make everything happen at once. Synchronize planning and performance across your enterprise, from the C-suite to your most remote hub. Reinvent workflows. Reduce latency. Quickly convert challenges to advantages.

Goodbye manual & time-consuming tasks. Hello fast & valuable business insights. Enough copy-pasting numbers from one spreadsheet to another. Connect & rework data from your ERP, BI, HRIS, CRM and proprietary systems, all in one place. Automate manual tasks & save time for the strategic stuff that modern finance teams should be working on. Back-and-forth emails are 40% of your day. This isn't what the CEO or investors expect of top tech finance teams. ‍ Proactively analyze numbers with business partners inside one platform. Create private spaces, set workflows, define permissions & exchange ideas at breakneck speed. You aren't just a number cruncher - you're a strategic powerhouse with Abacum. Advise your stakeholder in a way they understand, organizing key insights in an accesible & intuitive interface. Build reports business partners actually open & act on.

Equifax Ignite is a unified environment that combines the best of data and analytics with decisioning execution, providing: - Rapid access to unique, differentiated data for more predictive insights - Advanced attribute and modeling tools for automated deployment - Automated feedback to evaluate and optimize results - Flexible, modular applications that support your existing technology platforms Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups. Explore many of our powerful data assets by using industry standard tools such as Python® and BigQuery. Then leverage even more automation power with Attribute Engine and Advanced Model Engine from Equifax.

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.

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.

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.

Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes.

There are hundreds of software products used in most hospitals. They are looking for simplicity, not complexity. They are looking for a platform, not a product. Strata is not a product, we’re a platform of software and service solutions for financial analytics, planning and performance. With a combined network of 400+ health systems and 2,000+ hospitals and the highest service levels in the industry for over a decade, the new Strata brings a unique set of software and service solutions to help healthcare providers better analyze, plan and perform in support of reducing the cost of care and caring for their community. We’re here to help.

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.

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.

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.

SlickAccount's ProfitBoard is a simple, modern and powerful financial analytics, cash flow and profitability suite for entrepreneurs. Analyze anything and everything about your business with ease. Marketing channel performance, ads performance, project-wise profit everything. Do everything with ease, from simple income expense category wise budgeting to complex ones like budgets on travel expenses for sales employees.

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.

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.

Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes.

Modeliks is a financial and business planning software for startups and SMEs. It helps the user create an investor ready pitch deck or business plan; build a professional financial model; and report to investors with automated dashboards. Anyone can do it! No business planning experience required. Let Modeliks guide you through the process. Modeliks provides an intuitive interface for creating investor-ready Pitch Decks , bank-approved Business plans , Driver-Based Financial plans , and powerful Financial Reporting Tools . The Financial Forecast you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan. Modeliks guides you - no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts to monitor & track your actual business performance vs plan and previous periods. Additionally, you can create customizable Dashboards and one-click Management Reports to share.

Maximize financial visibility and profitability. Assess the health of your business, improve financial controls, and make timely decisions to drive agility and growth using comprehensive, real-time financial reporting, embedded analytics, and AI-driven insights. Integrate financials into core business processes and automate tedious and time-consuming tasks to boost user productivity, support evolving business models, and maximize financial performance. Minimize costs and optimize spending across business geographies with process automation, budget control, and financial planning and analysis. Quickly adapt to changing financial and legal requirements with a guided, rules-based chart of accounts and a no-code configuration service that simplify regulatory reporting, electronic invoicing, and global payments. Customers are optimizing financial operations with Dynamics 365 Finance.

We simplify and automate financial reporting by implementing enterprise wide consolidation, planning and reporting solutions for mid to large size organizations within weeks. Taking the Financial Manager’s specific reporting requirements and the organizations’ landscape into account we seamlessly deliver on a fixed-scope, fixed-time and fixed-cost basis. Infinitus Reporting's Client base is made up of top performing medium to large Organizations which span all industry segments and include private, listed and government. Infinitus Reporting is a leading niche player in the Corporate Performance Management (CPM) solutions space. Our organisation is well-known for delivering high-end services and solutions to the market. We pride ourselves on relationship, simplicity, world-class delivery and win-win outcomes. This proven philosophy underpins our first-time-on-time-every-time delivery model!

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.

With us you can trust your numbers and make better decisions for your business. Clausion business planning combines financial planning and reporting with multi-dimensional operative planning. It collects all business management data efficiently securely, reliably and in an easily interpretable format. Leverage budgeting, planning, and forecasting throughout the organization thanks to easy-to-use cloud. Financial consolidation can be easy and smooth when you are using a complete solution for it. Automate processes, use ready-made templates according to latest standards – make IFRS and FAS reporting easy. Take over the Clausion solution for corporate performance management save time and make financial consolidation easy. Thanks to Cloud – you can work anytime, anywhere as long as you have internet connection available. Do not waste your time collecting the data but focus on analyzing it and offer your business best chance to succeed.

iX ERP is a robust Ai-Powered Cloud ERP Solution that empowers businesses to make informed decisions, boosting their performance and accelerating growth. iX ERP, equips customers with the tools to run their operations effectively, improving overall business efficiency. It aids growing businesses on their path to digital transformation, facilitating better management and expansion with minimal need for IT or infrastructure expertise. iX ERP encompasses a comprehensive suite of features including Financial Accounting Management, Accounts Management for Customers and Suppliers, Inventory Management, Sales Order Management, Invoicing, E-invoices, Procurement Management, Cash Management, Fixed Assets Management, and Manufacturing Process and Management. It integrates all aspects of company operations to produce essential financial reports like the Balance Sheet and Profit & Loss Statements, among others. Moreover, iX ERP offering support for tax laws across more than 30 countries.

Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV.

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.

Access and analyze your business customers' financials in seconds. Accelerate reporting, decisions, and risk assessments using simple, one-click accounting integrations. Strongbox is the link between your business customers’ full financial picture and you, enabling both a one-click experience as well as instant data and analysis. US-based Finagraph specializes in real-time financial data collection and analysis from popular accounting systems (QuickBooks, Xero, Sage, Microsoft Dynamics, and more) to drive business intelligence solutions for lenders, accountants and businesses. Finagraph has a 10-year history of building innovative financial tools, APIs as well as turnkey solutions to some of the largest financial services providers in the world. Commercial SaaS solutions include Strongbox, CashFlowTool, and TaxReader. Instantly know your cash flow today and tomorrow.

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.

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.

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.

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.

Intelligent Reporting and Analysis Software Built for Finance and Accounting. FYIsoft® caters to finance and accounting professionals ready to drive new levels of productivity in multi-entity and fast-growing environments. Proven to cut reporting time 50% or more, our powerful financial reporting and analysis software is relied on by finance and accounting professionals around the world. Available in the cloud or on-premises, ReportFYI integrates with your general ledger so you can gain modern reporting capabilities without the high cost of replacing your ERP. AnalyticsFYI is ready with robust features right out of the box, including industry benchmarking and AI, with the ability to further customize to meet your company's unique FP&A needs. BudgetFYI greatly simplifies the planning process with powerful automation and extreme ease of use for faster, better decisions.

Easily connects with all data sources to analyze the different sets of raw data. Extract the analytical insights to make well-informed decisions. Consolidated financial KPIs at your fingertips! Get an integrated overview of key financial metrics to monitor the business performance. Download all crucial financial statements like balance sheet, profit and loss, cash flow, and income statement any time you want. The accounting data stack is subjected to high-quality audits to discover unusual trends or patterns, anomalies, or activities of suspicious nature.

Planful (formerly Host Analytics) is a trusted, premier provider of scalable, cloud-based enterprise performance management (EPM) software solutions. Specifically created for enterprises, Planful enables users to integrate realistic modeling data to operational and financial business plans, compare projections to outcomes, and collaborate with key stakeholders using a single, easy to use interface. By leveraging Planful, finance teams can maximize their corporate performance by automating, accelerating, and aligning all their financial processes.

Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.

Axiom Software (formerly Axiom EPM) is an enterprise performance management tool that arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. Finance teams using Axiom Software are more agile and spend more time analyzing data to better understand the drivers that affect their organizations. Performance management software tailor-made for the complexities of hospitals and health systems, backed by 30 years of industry experience. Strategy-based performance solutions for banks, credit unions and other non-depository institutions to model the future and make data-driven decisions. Sophisticated financial performance software for universities and colleges, grounded in proven principles and advanced, data-driven modeling. We want to ensure that users aren’t hindered with a clunky, time-consuming software solution. Finance professionals should be empowered by intuitive software.

Keep your data in sync and easily create budgets, run forecasts, and analyze important financial data in collaboration with your team. Today's finance teams should benefit from data connectivity, planning flexibility, and rich insights. We've made it our mission to deliver on that promise. Our collaborative platform enables you to build data-driven budgets, and financial forecasts and automatically monitor plans against actual company performance. Firmbase integrates with your existing systems and allows you to access the business data you need at a click of a button. Now you can avoid data silos, and countless hours spent on manual work. We get it - your business needs to constantly evolve. You need to respond quickly. That's why Firmbase was built from the ground up to enable you to build financial models with maximum flexibility together with your team.