Alternatives to PlanGuru
Compare PlanGuru alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PlanGuru in 2026. Compare features, ratings, user reviews, pricing, and more from PlanGuru competitors and alternatives in order to make an informed decision for your business.
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1
Martus
Martus Solutions
Martus Solutions is the trusted budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our robust, easy-to-use tools offer collaborative budgeting and flexible reporting to help you make informed, mission-driven decisions. With features like real-time data access, personnel budgeting, and automated workflows, Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision. Martus offers quick implementation, seamless ERP integration, and an intuitive interface, providing powerful insights into your financial health and enabling your organization to grow while staying mission-focused. Join the hundreds of organizations already benefiting from smarter financial management with Martus. Achieve transparency, accountability, and efficiency- easily and affordably! -
2
Planium Pro
Levant Software Technology
Premium Strategic Business Planning Software for professional users and individuals. As a business advisor, accountant or consultant, create tailored plans for clients using Planium Pro’s powerful inbuilt analysis tools – without allocating excessive resources or extra staff. Work from anywhere and create a business plan to optimize growth. Produce an investor ready winning business plan quickly and easily with the use of engaging charts, diagrams and comprehensive report.Starting Price: $ 10 per user per month -
3
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
4
Business Plan Quick Builder
Perren Consulting Ltd
The automated business plan generator. Over 400 templates for businesses from accupunturist to yoga teacher. Fill out the easy template and our unique algorithm will create a full professional plan in seconds with full financial projections. Full web version works on virtually any system: iphone, Android, Mac, Linux, Windows. Lite version available exclusively for Android.Starting Price: Free -
5
LivePlan
Palo Alto Software
LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.Starting Price: $20/month -
6
Account-Ability
Account-Ability
Integrated Financial Planning Ensuring company liquidity is vital. Whether you are a small-medium or large organization your business can no longer operate without cash. Why Invest In A Dedicated Budgeting and Reporting Solution? Whatever your business size or nature you will need to produce financial planning and analysis for. Preparing accurate consolidated financial statements across a group of companies can be difficult. For many groups the financial consolidation process is traditionally done at year. Every company's financial plan, budget or forecast usually starts with the key question. Predicting the pipeline of sales is vital for producing any business plan and financial forecast. Even in the not for profit sector understanding and managing the key sources of revenue is vital to forming the financial plan. -
7
Markitsoft Budget Controller
Markitsoft
Budget Controller is a financial planning tool for Microsoft Excel designed to help managers forecast the future profitability of their businesses. It uses business modeling techniques to quickly simulate future profit, cash flow, and other key financial ratios. This budgeting software package enables managers, with or without financial knowledge to create business plans and do “what-if” simulations and sensitivity analyses to help them understand the impact of their decisions on their businesses. Our budgeting software speeds up the budgeting and financial planning process and is an ideal tool for managers of organizations of all sizes in both the manufacturing and service sectors. It can be used as a flexible front end to more complex database budgeting software and group consolidation programs, allowing managers to get a comprehensive overview of their financial performance at a strategic level.Starting Price: $58 one-time payment -
8
Spreadware Budgeting
Spreadware
Spreadware has been developing highly acclaimed financial management and analysis software tools for twenty years. Used by leading corporations and companies of all sizes the world over, these products are designed for ease-of-use while maintaining advanced features and flexibility that allow you to complete your project quickly, whether simple or complex. As the publisher of the ever popular and highly acclaimed pro forma, heralded as "the best financial tool available," as well as valuation, analysis, budgeting, profit leveraging and forecasting tools, Spreadware knows how to build software to serve your needs. Take a look at our products and see how we can make your work easier; your project more viable; your business more profitable. For all of your financial management needs from forecasting, budgeting and analysis to the valuation of a closely held business and everything in-between, Spreadware can assist you now!Starting Price: $289 one-time payment -
9
Visual Cash Focus
Cash Focus
Visual Cash Focus is a comprehensive budgeting and forecasting software developed by Cash Focus, designed to simulate business trading activities for accurate financial planning. Users input their starting balance sheet along with estimates for revenue, cost of sales, expenses, taxes, and dividends. The software then calculates expected cash flow, net income, bank balances, accounts receivable and payable, inventory levels, balance sheets, income statements, and financial ratios for each period. It supports detailed inputs such as fixed asset schedules, overdraft arrangements, lease and hire purchase payments, long-term loans, and inventory requirements. Budgets can be managed by profit centers, allowing for granular reporting. Visual Cash Focus employs double-entry accounting methods to prepare budgets and management reports, ensuring accuracy and accountability. -
10
Prophix
Prophix Software
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. -
11
CashWhiz
CashWhiz Australia
CashWhiz is a Windows‑based budgeting software developed in Australia that empowers organizations with robust financial planning and analysis tools. It features “What If” scenarios to model cash flow, asset and capital asset planning, balance sheet and income statement generation, forecasting, cash management, consolidation and roll‑up across multiple entities, general ledger integration, profit‑and‑loss reporting, project budgeting, run‑rate tracking, and version control functionalities. Designed to support multi‑company, multi‑department, and multi‑project environments, CashWhiz streamlines budgeting processes and enhances financial visibility for mid‑size businesses, enterprises, nonprofits, and government organizations. -
12
Up Your Cash Flow
Up Your Cash Flow
Up Your Cash Flow continues to provide professional business budgeting software to CPA's, CFOs, controllers, consultants and business owners to meet their budgeting and cash flow forecasting requirements. For well over 20 years, we have been enabling businesses to perform financial analysis and develop cash management strategies. With Up Your Cash Flow, you will be able generate cash flow forecasts without the use of convoluted worksheets or formulas. Our software for business budgeting has been designed for forward-looking, business savvy individuals who want to take look at and better understand their financial future.Starting Price: $249 one-time payment -
13
Riskturn
Riskturn
RISKTURN is a risk-based software dedicated to investment valuation, capital budgeting, and project portfolio management. Simple and efficient, RISKTURN helps professionals and enterprises create a set of advanced investment valuation criteria such as CFaR, VaR, probabilistic NPV, IRR, ROI via an intuitive interface. RISKTURN is available in two editions: Professional and Enterprise.Starting Price: $95.00/month/user -
14
Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
15
Planacy
Planacy
Planacy is the leading challenger for data-driven Financial Planning - an innovative, powerful and fully customizable platform that simplifies more efficient and value-creating budget, forecast and planning processes. Planacy enables higher engagement and accountability in the business over the financial forecasts and targets. The platform - with 100% focus on driver-based planning - makes it easier to work more proactively and to always have access to an updated financial forecast that can function as a more well-functioning strategic management instrument. Our unwavering objective is to provide the leading FP&A-platform on the market, revolutionizing the way businesses operate and contribute to better performing businesses. Planacy provide: - Driver-based financial planning - Automated financial planning - Rolling forecasts - Scenario planning - Automated Cash Flow Forecasting - Unbeatable Time-To-ValueStarting Price: 925€ /month for up to 10 users -
16
bizpep Business Valuation
bizpep
Business Valuation provides an economical, efficient and effective business valuation. It combines relative indicators for future performance with basic financial data (Revenue, Variable and Fixed Costs) to value a business. By uniquely applying your intuitive business and market knowledge a 3 year performance forecast with sensitivity analysis, investment return, and a business valuation is calculated. It is compact, easy to use, and requires minimal inputs. Buying or selling a business? How do you verify the value of a business? Try our Business Valuation ... Easy to use, do it yourself Business Valuation. A logical and verifiable approach to valuing a business. Use your business and market knowledge to build a business forecast. Apply a proven methodology to quickly and easy calculate a business valuation. Secure an independent and verifiable business valuation.Starting Price: $69 / year -
17
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. -
18
Neubrain Budgeting
Neubrain
Neubrain Budgeting is the most innovative all-in-one budgeting and performance management platform. Perfectly suitable for mid-size and large businesses and government organizations with unique and complex requirements, Neubrain Budgeting offers a fully integrated resource for forecast planning, budgeting, financial consolidations, and performance management. Fast to deploy and easy to maintain, Neubrain Budgeting delivers a powerful set of tools that help link budget decisions with strategic results. -
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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 -
20
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. -
21
PROFITstar Budget
ProfitStars
Comprehensive budgeting, financial forecasting, and financial reporting software. PROFITstar Budget is an ideal solution for institutions in need of a comprehensive - yet flexible - budgeting, forecasting, and financial reporting system that integrates with any core operating system. It offers top-down and bottom-up budgeting. Whether your budgeting is done on consolidated financials or at the branch/cost center level and rolled up, PROFITstar Budget provides the tools to get the budget done quickly and accurately. The budgeting process is simplified with PROFITstar Budget by the institution’s ability to generate user-defined scenarios and projections. Custom variance reports and graphs can be generated with just a few mouse clicks. Grows with an institution to meet the budgeting needs of both smaller institutions and larger, multibillion dollar holding companies. -
22
Valid Value
Valid Value
Valid Value offers valuation tools for business valuation professionals. Users comprise a wide spectrum of professionals, from valuators, accountants and consultants to investment managers and financial directors. The advanced Excel models offer a unique combination of standardized calculation with maximum flexibility to analyse, forecast and determine the value of a business. All relevant valuation methods, like DCF WACC, DCF APV and multiples, in one model. The models link to databasexs with support data that is relevant to a valuation, like beta’s and multiples. Easily create valuation reports in PowerPoint or Word based on the valuation models using an add-in. The standard report Valid Value supplies provides a solid basis for every valuation but it is also possible to link the model to your own report format. The link between Excel and PowerPoint/Word is dynamic and changes in the Excel model can be implemented in the reports in Word or PowerPoint with a push of a button.Starting Price: €150/€ 100/€ 50 p.m 1/2/other -
23
Forecast 5
Forecast 5
We know the hours you spend creating your budgets in spreadsheets, only to find its not adding up. This is why Forecast 5 is the modern solution for preparing financial statements, saving you time, and letting you focus on what's important. Discover how Forecast 5 gives you the confidence to trust your numbers by watching our quick pre-recorded demo. From stock to wages, to consolidations, to reports, we cover all aspects of budgeting, making the process so much easier than before. A purpose-built tool that will let you trust your numbers can't be beaten. The easy way to get your reports out! Create customized and professional report packs ready to be printed with a touch of a button. Profit and Loss, Balance Sheet, Cashflow, and Funds Flow are built into Forecast 5, meaning you can get these, and more, financial reports quickly and easily. Consolidate departmental budgets to produce a company budget, do intercompany eliminations and generate the full financial reports.Starting Price: $99 per month -
24
Centage
Centage
Collaborative budgeting software that aligns and engages your entire company. Centage helps you create a collaborative, top-down AND bottoms-up budgeting process—aligning teams and empowering them to own the plan. Build a budget with your team, not just for them. Centage enables secure, cross-department collaboration, transforming budgeting and forecasting into a transparent, shared process. By involving key stakeholders, every plan captures the insights and needs of the entire organization, driving alignment and accountability from day one. Create budgets that your entire team believes in. Our software allows you to collaborate seamlessly with department leaders, ensuring every number reflects input from the people who know the business best. Build multidimensional budgets together and turn a daunting task into a shared mission, aligning your company around a financial plan everyone supports. -
25
Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
26
EMAsphere
EMAsphere
EMAsphere is a SaaS performance management platform that automates your reporting and forecasting processes. Thanks to our catalog of 50+ connectors, your financial and operational data is automatically collected and transformed into pre-configured and customizable KPIs and dashboards. Beyond data-visualization, the platform offers expertise features: analytical views, management consolidation, cash flow monitoring, budgets and forecasts. No more handling errors, you can now focus on analysis. -
27
Poindexter
Poindexter
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required. Get instant feedback on the financial impact of your business decisions. Remove complicated, error-prone spreadsheets from your budgeting & forecasting process. Setting up your account, and making updates is a process that happens in minutes. We're here to answer questions and make sure you're getting the most out of Poindexter. Plan your activities, and Poindexter generates a financial model worth thousands of dollars in minutes. Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently. Your customer dashboard updates each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on the activities driving revenue.Starting Price: $9.99 per user per month -
28
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 -
29
Tempo Financial Manager for Timesheets
Tempo Software
Tempo's Financial Manager for Timesheets provides project managers with a comprehensive solution to track and manage project costs within Jira. By offering real-time views of budgets, labor, expenses, and revenue, this software enables businesses to maintain financial control over their projects. The tool simplifies budget tracking, monitors labor costs, and offers predictive insights for project forecasting, ensuring projects stay within financial limits while optimizing profits.Starting Price: $4000 per year -
30
rBudget
rSquared CRE
rBudget’s powerful cloud-based software allows CRE professionals to build budgets and re-forecasts using data from all major accounting systems. Bi-directional synchronization saves time by eliminating input errors, and users can rest assured knowing software is always up to date. rBudget is an invaluable resource for CRE professionals who are responsible for developing and managing property and portfolio budgets. Create one, two and three-year budgets and forecasts with financial and lease data sourced from major accounting systems. Reduce costs through the SaaS model—no software or hardware to install, maintain or upgrade. Perform budgeting anytime, anywhere and from any device with an internet connection. -
31
BizPricer
BizPricer
Our latest-edition books, reports, publications, reference guides, free articles, and BizPricer business valuation software have been carefully selected to give you expert advice, analysis tools and guidance to buy, sell, and/or appraise the fair-market value of any small or medium-sized business. Our products can save you thousands of dollars in consulting and other professional costs by providing the knowledge of the experts directly to you without the expensive hourly fees. Learn the insider information used by brokers, business valuation appraisers, and merger and acquisition specialists before you commit to a business purchase or sale transaction. Even if you’re not planning to put your company on the market right away, now’s the time to prepare it to sell for the most money. -
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Business Evaluation System (BES)
BIZCOMPS
It will allow you to value a small business in four easy steps, in less than 45 minutes. You don’t need to be a financial wizard to use the program or automatically generate the 33+ page written evaluation report. Business Evaluation Systems is designed for business brokers, CPAs, business owners and consultants who need to quickly determine the value of a small business. Business Valuation Systems has been the industry standard valuation tool in the business brokerage industry for twenty years. More business brokers use it to value small businesses than any other program. It contains an expanded post-sale cash flow analysis. -
33
Valutico
Valutico
Founded in Austria, Valutico is a web based valuations platform providing the financial services industry and valuation practitioners with data-driven tools to conduct analysis more efficiently. With headquarters in Vienna and subsidiaries in the UK & USA Valutico empowers businesses and experts to perform accurate valuations in minutes while sol- ving the issue of complex tools, lack of data sources and time consuming reporting. Valutico provides access to reliable market data from leading financial databases, cross-checks business plans and provides useful suggestions to promote consistency and plausibility. With over 15 of the world’s leading valuation methodologies to choose from and saving experts precious time transferring results from spreadsheet to slides, Valutico is carving a new generation in valuations. -
34
A3 Modeling
A3 Solutions
A3 Modeling by A3 Solutions is a comprehensive budgeting and corporate performance management solution for organizations of all sizes. Available as as SaaS and on-premise solution, A3 Modeling brings greater efficiency to every business. The platform unified the entire spectrum of corporate performance management, which includes Enterprise Budgeting, Rolling Forecasting, Management Reporting, Multi-entity Consolidations, Dashboards and Ad-hoc Analysis.Starting Price: $500.00/month/user -
35
Express Business Valuation
ValuSource
Express Business Valuation is the “light” version of ValuSource pro. The main differences are it has a summary chart of accounts, no detailed DCF method and has fewer assumptions and options. Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. Express Business Valuation won the 2016 CPA Advisor Reader Choice award for the best business valuation software. ValuSource valuation software has over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Perform a comprehensive financial analysis. One the financials have been input, a comprehensive financial statement analysis is automatically calculated. Internal and external comparisons are provided and RMA and IRS can be downloaded to use as industry norms. -
36
Decimal Suite
DECIMAL
You can rely on our software solution and consulting services to improve your costing, budgeting and financial dashboards. Simplify and improve your budgeting, forecasting and budget compliance. Founded in 1990 as DECIMAL (also known as Decimal Technologies Inc.), the company's mission is to provide consulting services to give managers the tools they need to better understand their costs, thereby rapidly boosting their profitability. That same year, the first version of what’s now known as the Decimal Suite was created. At that time, the software solution was designed to analyze the costs of companies in the manufacturing sector, but it soon evolved to meet the needs of other business sectors. Over time, improvements were made and the solution was given its current name of the Decimal Suite. The fact that both the company name and its flagship software feature the word "decimal" is no coincidence, as this sign is an important part of financial data analysis. -
37
eVal
eVal
eVal's free data and peer company analysis tools include historic valuation multiples, historical share price data, company financial information, and Valuation Multiples by Industry sector reports, for use in investment and business valuations. In addition to the provision of financial data and peer company analysis tools, eVal provides investment and company valuations. eVal offers expert business, investment, and company valuations based on our proprietary data-driven valuation software and platform. Our investment and business valuation service is tailored for valuation professionals, business owners, investors, and investment advisors. If you're a business owner and require a business valuation; or if you're an investor and require a private company valuation for your portfolio, please contact us directly regarding our business valuation service. Our outlier detection tool provides an overview of the peer group valuation multiples.Starting Price: Free -
38
Calumo
insightsoftware
Enhance your enterprise performance management with fast integration, real-time reporting, and sophisticated planning and forecasting tools. Organizations are becoming increasingly complex, requiring management of ever-changing corporate structures, large volumes of data, and changing market conditions. Calumo provides automated reporting, planning, and budgeting solutions that support extended planning and analysis to enhance corporate performance management and is now a part of the insightsoftware family. insightsoftware’s strategy is to offer our customers the right financial and operational reporting and planning solution regardless of company size, ERP, EPM, or reporting environment preferences. Existing solutions are not scalable and can’t support the needs of a growing business. Qualified professionals waste their time in spreadsheets and refreshing routine reporting, rather than analyzing data to generate business value.Starting Price: $1000 per month -
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TechnologyOne
TechnologyOne
Drive your organization forward by managing budgeting, forecasting, planning and performance in one simple tool. Answer the most critical business questions with confidence, speed and accuracy. Empower your people to uncover opportunities and stay on the pulse. Integrated by design with your TechnologyOne global SaaS ERP, gain real-time business intelligence into your organization to turn insight into action. Make everyone a data hero. Visualize, collaborate and act on real-time business information. Simplify the budgeting and forecasting process. Create and collaborate on budgets in one easy-to-use tool. Improve strategic and operational planning processes. Set, track and report on performance plans. Corporate Performance Management delivers a complete approach to managing your enterprise budgeting, performance planning, business analytics and more. Harness the power of your global SaaS ERP solution with access to real-time insight that can be easily shared with all stakeholders. -
40
BizEquity
BizEquity
The world's leading and only patented online business valuation service. Discover a business's worth in minutes. BizEquity's step-by-step valuation process calculates your business value based on 143 data points. Monitor your value on our dashboard and understand what forces and metrics can affect your company. Optimize your business with BizEquity's extensive library of information and useful resources. Knowing the true value of your business is critical to proper business planning and achieving personal goals. Through our valuation process, we can help answer the questions that will lead you to make informed decisions for your future. BizEquity offers certified business valuation reports that meet legal requirements where financial information must be verified. Our CBV reports are personally prepared by a professional. Plan for the future of your business with a qualified succession plan. Prepare for taxable events such as gifting or grants.Starting Price: $999 per month -
41
deFacto Power Planning
deFacto Global
deFacto Power Planning is the newest generation of our product that organizations around the world use in every business function to make informed decisions and drive faster more effective planning processes. deFacto Power Planning empowers business managers throughout an organization to take full command of their company’s performance through real-time budgeting, forecasting, analysis, and reporting across all financial and operational areas, including finance, tax, sales, supply chain, operations, you name it. Using a single, unified platform, business users within each functional area can build and maintain models of their specific business, then use those models as the basis for integrating their planning activities with all other functional areas across their company. The result is a fully synchronized, cross-enterprise planning capability that allows any business manager to make the best decisions and plans for their business area and the entire company. -
42
valQ
Lumel Technologies Inc
ValQ is a server less, lightweight, multi-purpose application running on Power BI supporting use cases such as planning, forecasting, budgeting, time series forecasting, and value driver planning. It helps enterprises run simulations, plans & analyses in a very visual and intuitive manner. It supports use cases across various departments and functions and is designed keeping in mind the analysis & decision-making needs of business users & executives without any dependencies on IT.Starting Price: Free -
43
InfoSuite
InfoSuite
InfoSuite is a software tool for business intelligence and financial planning. We simplify your budgeting and forecasting processes enabling you to plan the future of your business on data insights. InfoSuite is a developer of software solutions for business intelligence, budgeting, and performance management. Our tools help you digitalize business processes and provide you with insight, overview, and factual backup when making important decisions. We link our proprietary software products to the specialized advisory services of our experienced consultants and entrusted partners. This creates solutions to real challenges as we can focus on the goals, culture, and business of the individual company. Technology, markets, and competition is constantly evolving. But a large number of companies have not kept pace. We help companies extract data to the core of the business, enabling them to optimize processes, improve services and gain market shares. -
44
Kardin Budget
Kardin Systems
Kardin Budget is a comprehensive strategic budgeting and reforecasting platform designed specifically for the commercial real estate (CRE) sector. It enables property managers, asset managers, and investment advisors to streamline financial management by simplifying the budgeting, forecasting, and reporting processes across multiple property types. The platform integrates seamlessly with existing accounting systems, ensuring data accuracy and reducing manual tasks. Kardin Portal provides secure, role-based access to real-time data, supporting collaboration between teams. Users can generate dynamic cash flow forecasts, update CAM recoveries, and manage leasing assumptions, all while having access to in-depth, real-time reporting tools, including year-over-year comparisons and portfolio-level insights. These features allow CRE professionals to focus on strategic decision-making while optimizing property and portfolio performance with ease and efficiency.Starting Price: $2300 -
45
ValuSource Pro
ValuSource
Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. ValuSource Pro (used by both NACVA and ISBA to train professional valuators), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Make income statement and balance sheet adjustments. Every line item in the income statement and balance sheet can be adjusted. You can enter multiple adjustments per line items and copy those adjustments to other years as well. Perform a comprehensive financial analysis. One the financials have been input, a comprehensive financial statement analysis is automatically calculated. Internal and external comparisons are provided and RMA and IRS can be downloaded to use as industry norms. -
46
Prophecy
Data Perceptions
Use world-class forecasting models, via Prophecy's protected, easy to use environment. Use judgmental forecasting, via Prophecy's flexible, 'pivot-table' type interactive environment and live graphs. Save money, plan better, with a more accurate sales forecast. Forecast, analyze and report in a single system. Integrate Quantity, Revenue and Margin forecasts for a single-source view of history and the future. Plan over hierarchies of Products and Customers. Manage delivery of forecasts, budgets and plans through constantly updated comparisons with Budgets, Last Year etc.. Measure sales forecast accuracy using built-in accuracy measure tools and reports. Learn from your mistakes, earlier! Boost forecaster productivity compared to sales forecasting spreadsheet solutions. Implement faster and at lower cost. Existing Prophecy customers integrate with SAP, Microsoft Dynamics, Sage, NetSuite etc. -
47
Limelight
Limelight Software
Get real-time planning, forecasting and reporting out of your ERP. Limelight is the next generation of Excel offering data integration, collaboration and control. Plan, analyze, and report, all in one place. By connecting your data and people in one place, Limelight increases communication, makes work visible and accelerates time to insight. Get your budgeting and forecasting done faster, more accurately, and with collaboration from all departments. With Limelight, you can view and analyze reports in real-time, drill down to transactional details and provide information via narratives that managers can easily understand and use to make informed decisions. Access the whole story with reports that combine narrative with beautifully visualized charts. Quickly understand the state of your financials and discover insights that can lead to profitability. -
48
Clausion
Clausion
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. -
49
Business Budgeting Software
Click and Plan Financial Tools
Our professionally designed, user-friendly and customizable business budgeting software will enable any business owner or financial manager to assemble a comprehensive and professional financial forecast. Elegant & rigid design with professional reports you can use to present to investors, financing institutions, shareholders, directors or line staff. User-friendly automated functionality (even for non-financial owners or managers). No-annual license fees. The customizable model is yours forever. You will even be able to add on any functionality or sheets you wish to use in the future. Expense items can be entered as once-off, as % of sales or even split over 2 to 6 months (You select the month in which the expense starts. You can provide for escalation or increases later in the year or even for year-on-year increases/decreases for 3 and 5-year budgets. Our financial budgeting software also allows for interest and variable expenses (i.e. head office fees, royalties, transport, etc).Starting Price: $79 per month -
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Mercur Business Control
Mercur Solutions
The market leading solution for Performance Management and Business Intelligence. Efficient planning and business analysis creates the prerequisite for stronger performance and growth. With Mercur Business Control you get a fast, simple, flexible, cost-efficient solution for budgeting , forecasting, reporting, analysis and strategic target management. Great business is all about making the right decision at the right time backed up by solid business information. Mercur Business Control helps you manage the performance management challenges in your business and allows you to focus on what's important. With Mercur Business Control it's easy to handle large data volumes and transform it into actionable insights. In our intuitive business intelligence dashboards you can monitor your business, understand trends and make more informed decisions with your new insight into the financial and operational numbers.
