Alternatives to cfo.ai
Compare cfo.ai alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to cfo.ai in 2026. Compare features, ratings, user reviews, pricing, and more from cfo.ai competitors and alternatives in order to make an informed decision for your business.
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1
Martus
Martus Solutions
Martus Solutions is a purpose-built 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 easy-to-use solution offers collaborative budgeting and flexible reporting features that can help your team make informed, mission-driven decisions. Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision with access to real-time data, cashflow forecasting, personnel budgeting, and automated workflows. Full implementation takes about three weeks, but most users can begin working within the first hour of the kickoff call. With seamless ERP integration and an intuitive interface, Martus delivers powerful financial insights to help your organization grow while staying mission-focused. Join the more than 1,200+ organizations already benefiting from smarter financial management with Martus! -
2
Banker's Dashboard
Deluxe
Get anytime, anywhere access to your bank or credit union’s financial performance. Get insights into your bank or credit union’s financial performance from anywhere with secure, cloud-based access. Get margin components, branch performance, forecasts and more with point-and-click simplicity. Banker’s Dashboard and Credit Union dashboard integrate seamlessly with your core processor. Quick and easy setup, so you can start improving your bottom line right away. Automate reporting and eliminate errors, freeing you to focus on more value-added tasks. Quickly run and revise multiple forecast scenarios, so you can analyze variances and alternative strategies. Measure and compare branch performance. Institute best practices and hold each branch accountable for better results. -
3
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. -
4
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
5
Cube
Cube
Cube is an AI-powered financial intelligence platform designed to streamline strategic planning and decision-making for finance teams. It helps organizations move from fragmented data to clear, actionable insights with precision at the cell level. The platform integrates seamlessly with familiar tools like Excel, Google Sheets, Slack, and Microsoft Teams, allowing users to work without disrupting existing workflows. Cube’s FP&Ai Suite includes specialized AI agents that handle forecasting, variance analysis, and data integrity in real time. These agents transform both structured and unstructured financial data into meaningful insights that drive smarter planning. The platform supports a wide range of financial processes, including budgeting, scenario planning, and executive reporting. By automating repetitive tasks and improving data accuracy, Cube enables finance professionals to focus more on strategic initiatives. -
6
Anaplan
Anaplan
Anaplan is an AI-infused scenario planning and analysis platform designed to help organizations make the right decisions quickly and with confidence. Its connected planning approach breaks down silos, aligning strategic, financial, and operational plans across the enterprise. With purpose-built solutions for industries like finance, manufacturing, healthcare, and retail, Anaplan enables agile forecasting, collaborative planning, and advanced reporting. The platform’s AI capabilities — including predictive, generative, and agentic AI — uncover hidden trends, accelerate insights, and improve productivity. Trusted by over 2,500 leading brands worldwide, Anaplan is recognized as a leader in both financial planning and supply chain planning by top analysts. By integrating data orchestration, modeling, and security features, Anaplan empowers teams to outpredict, outplan, and outperform. -
7
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. -
8
Iris Finance
Iris Finance
Your P&L is lying to you. Amazon takes its cut. Meta takes its cut. Your 3PL takes its cut. By the time your spreadsheet catches up, you've already made the wrong call. Iris Finance is the AI-native financial platform for consumer brands and operators. We pull Shopify, Amazon, Meta, Google, TikTok, QuickBooks, NetSuite, Xero, payroll, and banking into one live system, so you see exactly where your money is going, right now. What you get: True profitability by channel and SKU Daily P&L tracking AI cash flow forecasting Automated reporting Benchmarking against brands your size Built for the $1M–$500M brand that's moving fast. Think of getting your month-end close in minutes and knowing in real time if you're profitable. Focus on building your brand. We'll take care of the infrastructure.Starting Price: $2,000/month -
9
LiveFlow
LiveFlow
Say goodbye to downloading the same reports every month. Now you can set up your reports once, and we’ll ensure they are always up-to-date. Simply swap the company on your template and build the same report for another client in seconds. Set up live reports and automatically have them refreshed without you doing a thing. Discover underlying variances and drill into your transactions directly in your Google Sheet. With LiveFlow, you can feed live data into your financial models. Import your data and write any formula on top of it. You can connect unlimited QuickBooks companies to LiveFlow. -
10
CFO Silvia
CFO Silvia
CFO Silvia is an AI-powered personal CFO designed to help individuals track, understand, and optimize their entire financial life in one place. It connects to thousands of bank accounts, crypto wallets, trading platforms, and also tracks physical assets like real estate, vehicles, and collectibles. CFO Silvia provides real-time insights into net worth, portfolio performance, and asset allocation through a clean, intuitive dashboard. Users can chat with CFO Silvia to receive personalized insights on investments, taxes, risk exposure, and cash management. The platform continuously scans portfolios for costly issues such as high fees, concentration risk, and idle cash. CFO Silvia also supports scenario analysis, allowing users to explore “what if” financial outcomes using current market data. Built with bank-level security, CFO Silvia prioritizes privacy and protection across every interaction. -
11
CFO X
CFO X
CFO X is described as an AI personal CFO that lets you articulate any financial project in plain language, in over 100 languages, and instantly generates a custom, interactive canvas with exactly the cards, charts, and tracking tools you need. Rather than forcing you to pick from fixed templates or wrestle with manual configuration, CFO X builds a tailored financial dashboard from your request: simple questions become smart visualizations in seconds. It automatically highlights what matters and filters out noise, giving context-aware insights. You can model “predictive scenarios,” toggling between possible futures (for example, comparing “rent vs. buy,” “mortgage vs. investment,” or “early retirement planning”) to forecast potential outcomes and evaluate trade-offs. CFO X auto-syncs with the financial and business tools you already use, connecting to over 1,000 popular applications, and keeps data refreshed throughout the day, so your views are always current.Starting Price: $9.99 per month -
12
Finicast
Finicast
Cost centers can directly input their numbers into a centralized platform. Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis. Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets. Model and forecast your financial statements inside of Finicast. Forecast revenue based on historical trends and a complete set of applicable business dimensions. Analyze sales performance by segment, product, and vertical to better forecast future bookings and needs. Import your historical data and add algorithms to create a consistent scoring and segmentation analysis. Maximize coverage and set quotas that are connected to your sales forecast. Incentivize sales activity by building plans optimized for teams, regions, and products. Forecast pipeline activity based on historical trends, current channels, budgets, and other applicable business dimensions. -
13
Pacera
Pacera
Pacera is a financial operations suite for finance teams, bringing financial close, group consolidation and financial planning and analysis (FP&A) into one modular platform. Aico supports close workflows, account reconciliations, transaction matching, journals and intercompany controls. AARO handles multi-entity consolidation, currency translation, intercompany eliminations, IFRS and statutory reporting, disclosures and audit trails. Mercur provides budgeting, driver-based and rolling forecasts, scenario modeling, dashboards and performance reporting. Organizations can use one product or combine the modules. Pacera AI adds journal suggestions, anomaly detection and natural-language finance queries, with people reviewing and approving actions. The suite is designed for finance teams managing multiple entities, departments, currencies or reporting requirements. -
14
Finmark
BILL
Save time with data automation, and analyze your business holistically. Turn insights into decisions and forecast with confidence. Hundreds of businesses rely on Finmark, from BILL to make better financial decisions, faster. Finmark saves hours on data entry and makes financial planning a breeze! Finmark can give you the strategic insights you need to make the best decisions for growth! Say goodbye to version control nightmares and chasing down data from various teams. Finmark gives you a single real-time source to manage and share your financial plan with internal and external stakeholders. Easily collaborate, collect feedback, and share what each user needs to see while protecting sensitive information. Finmark integrates with your entire stack to magically reconcile your actuals without any manual entry. Integrations include accounting software like Quickbooks & Xero, payment processors like Stripe, and payroll like Gusto & ADP.Starting Price: $50 per month -
15
Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
16
Blox
Blox
Blox is an AI-powered solution which helps business leaders with financial modelling and planning, without the need for spreadsheets. With our marketplace of pre-built blocks, we've taken away the complexity of building a bespoke model and sped up the planning process massively. Simply select the blocks which are relevant to your business and combine them into models to build out your plans! Our models cover everything you need to gain visibility into and confidence in the reality of your business, including SaaS Financial modelling, Subscription Revenue modelling, Services planning, and Marketing planning. Blox was founded in Brighton, UK in 2022, and is led a team with experience at the likes of Anaplan and Metapraxis. Better, faster decisions, without spreadsheets!Starting Price: £10 p/user p/month -
17
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. -
18
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 -
19
Planful
Planful
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. -
20
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
21
Symfio
Symfio
Symfio is a cloud-based financial reporting, analysis, forecasting, and planning platform for companies and finance teams. It connects to accounting systems and other financial data sources, bringing the data into one place for reporting and financial management. Symfio can connect directly to accounting software through APIs or SQL, as well as import data from Excel and other sources. The platform provides interactive reports, dashboards, financial metrics, cash flow forecasting, and planning tools. Finance teams can compare actual results with plans and forecasts, work with data at different levels of detail, and share reports with management, colleagues, and investors.Starting Price: $200/month -
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Stacks
Stacks
Stacks is an AI-powered financial close and accounting automation platform designed to help finance teams complete month-end processes faster and with greater accuracy. It centralizes financial workflows into a single workspace where organizations can automate reconciliations, journal entries, variance analysis, and reporting while staying fully synchronized with their ERP systems. It uses agentic AI to learn from accounting data and team behavior, enabling it to match transactions, flag discrepancies, and generate explanations automatically within a controlled, auditable environment. Teams gain real-time visibility into tasks, deadlines, and financial trends through dashboards that track progress and highlight risks before they escalate. Stacks is built to reduce manual spreadsheet work and fragmented processes by consolidating data across entities and currencies while maintaining strong governance and traceability. -
23
Numos
Numos
Numos is an AI-powered finance automation platform designed to transform how enterprise finance teams operate by connecting fragmented financial systems into a unified, intelligent execution layer that enables autonomous workflows and real-time decision-making. It builds a semantic understanding of a company’s financial stack, integrating ERP systems, billing tools, and operational data into a centralized context engine that powers specialized AI agents capable of executing complex accounting and financial planning tasks end-to-end. These agents automate multi-step workflows across accounts payable, accounts receivable, general ledger classification, and month-end close processes, while also performing continuous monitoring, anomaly detection, and variance analysis to explain financial changes instantly. Unlike traditional tools that rely on static rules and dashboards, Numos applies contextual reasoning to understand vendors, contracts, policies, and financial structures. -
24
Recurved
Recurved
Recurved is financial planning and analysis software built for founders, CEOs, CFOs, and growth-focused teams. It replaces outdated spreadsheets with real-time business intelligence, connecting CRM, accounting, and ERP data in one source of truth. With financial forecasting software, FP&A, scenario planning, and real time cash forecasting, Recurved helps businesses plan smarter, identify risks earlier, and make confident decisions. Its executive dashboard provides clear visibility into financial performance, cash flow, and future growth.Starting Price: $5000/year -
25
FinForecast
FinForecast
FinForecast is financial forecasting software designed for CFOs, finance teams and accountants who need accurate, reliable financial projections. The platform helps businesses build fully linked Profit & Loss, Balance Sheet and Cash Flow forecasts without relying on complex spreadsheet models. Traditional Excel forecasting models often break as they grow, requiring manual adjustments to keep statements aligned. FinForecast replaces fragile spreadsheets with a structured forecasting engine that automatically updates financial statements when assumptions change. Users can quickly create forecasts by entering revenue, cost, headcount and funding assumptions, with the platform automatically generating integrated financial statements. Scenario planning allows finance teams to test different growth, funding and cost scenarios, while forecasts can be updated with actual results to maintain rolling forecasts. FinForecast is ideal for businesses planning growth and managing cash flow.Starting Price: $19.99/month -
26
RMI Insights
RMI Insights
Upload or connect your historical financial data under one roof to power financial projections and pro forma calculations instantly. Machine Learning-based approach using algorithms to triangulate and refine key forecasting assumptions with users having ability to visually adjust these drivers. Create customized reports and dashboards that synthesize easy-to-understand analyses including operational metrics, financial trends, and other KPIs. RMI Insights is a financial modeling automation platform powered by machine learning and on the cloud that helps accounting firms and small businesses better plan for their financial futures without the need for outdated, error-prone spreadsheets. RMI Insights is a source-agnostic platform where you can upload or connect historical financials in any format (Excel, PDF, CSV etc.) as well as directly from accounting systems. RMI Insights extracts this historical data and structures it in a standardized format. -
27
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 -
28
FinModelsLab
FinModelsLab
FinModelsLab provides a wide range of industry-specific financial model templates in Excel, as well as Excel dashboards, business plan templates, and pitch deck templates. Creating a business plan with detailed financial projections, a pitch deck presentation, or an Excel dashboard can be time-consuming. That's why we've developed a web repository with over 1500 business templates for different use cases. We've spent over 10,000 hours creating industry-specific financial forecasting model templates in Excel, which offer well-structured and best-practice financial modeling know-how to users such as C-level executives, entrepreneurs, investors, startup founders, and others looking for assistance in creating financial projection templates. -
29
SuiteReport
SuiteReport
SuiteReport is an AI-powered financial reporting and FP&A platform built for NetSuite. It helps finance teams create management reports, financial statements, budgets, forecasts and board packs using live NetSuite data, without repeatedly exporting and rebuilding reports. Teams can work across SuiteReport's web platform and Excel add-in, with drill-down reporting, budget vs actual analysis, multi-entity reporting, dashboards and AI-assisted variance commentary. SuiteReport is designed for CFOs, finance directors, controllers and FP&A teams that want faster, more flexible reporting from NetSuite. -
30
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. -
31
Finrely
Finrely
Finrely is a SaaS financial reporting and FP&A platform for founders, finance teams, fractional CFOs, and accounting firms. It connects read-only to QuickBooks Online, Xero, Zoho Books, Odoo, and Stripe to produce P&L, balance sheet, cash flow, dashboards, and board packs. Users can drill into source accounts and analytic dimensions, review data-quality scores, build budgets and driver-based forecasts, compare actuals with plans, and assess prior forecast accuracy. Pro and Advisor plans support multi-entity management consolidation, eliminations, multi-currency translation, scenarios, and co-branded exports. AI features summarize changes, risks, and opportunities and answer questions using connected financial data. Reports can be exported to PDF, XLSX, and CSV.Starting Price: $79/month -
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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. -
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RunwayCal
RunwayCal
RunwayCal is a connected financial planning operating system for growing businesses. It brings cash, commitments, revenue, teams, budgets, deals and scenarios into one financial picture, helping business owners and finance teams understand what’s happening, what’s coming and how decisions could change the business. RunwayCal supports cash and runway visibility, revenue modeling, commitment and expense planning, team and payroll planning, budgeting, scenario planning, deals and expected revenue tracking, multi-location financial planning, financial statements and exports. It is built for business owners and founders, finance teams and CFOs, fractional CFOs, bookkeepers and operators across SaaS, agencies and consulting, healthcare, retail, manufacturing, food & beverage and logistics. Turn your financial reality into better business decisions.Starting Price: $89/month -
34
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 -
35
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 -
36
Quantrix Modeler
Quantrix
Quantrix Modeler, our cutting-edge business and financial modeling application, addresses the limitations and risks inherent in traditional spreadsheets. Quantrix Modeler provides the most robust and flexible modeling environment for professionals who need to intuitively model financial and operational scenarios, using our proprietary super-fast multi-dimensional calculation engine. Over 50,000 users in thousands of companies have made the switch to Quantrix, the only platform that provides the flexibility necessary for powerful integrated modeling and analysis across all industries, including Corporate Finance, Real Estate & Investment, Energy, Agriculture and specialized Finance. Quantrix Modeler and its calculation engine is the foundation for our multi-dimensional modeling platform. -
37
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 -
38
FD4Cast
FD4Cast
Consultative expertise combined with a first-class Excel tool that lets you really get hold of financials. For both startups and established businesses, and anyone else in between, it’s a winning mix of knowledge and technology. Bespoke financial modelling that meets your specific requirements for forecasting. Get better forecasts and improved accuracy in predicting your position. Produce the exact format that you require for your reports. Provide financial clarity with polished and professionally presented forecasts. Demonstrate your financial credentials by presenting your forecasting in precisely the right way that banks and other sources of investment capital want to see it. Get polished and professional reports with a wizard approach to printing that generates quality reports with ease and avoids the stress of formatting spreadsheets for print. Trust in our expertise and technology to provide a solid process and sound numbers that lets you make the right impact. -
39
Forecastr
Forecastr
Be prepared to impress investors & grow faster. Stop guessing, and impress investors with data-driven numbers. Work with experts to build a powerful revenue forecast you can trust. Work with our team of startup finance experts to build a unique financial model that makes sense to you, so you can look great in front of investors and have confidence in your plans. An online financial model, powered by your data to be automated & smart. Use our intuitive UI to build a defensible budget in minutes without writing a single formula. Use our assumptions feature and our simple UI to make changes on the fly. Sync your accounting system like Quickbooks or Xero to pull in your actual expenses and keep your budget dialed in. With the click of a few buttons, you can link your financial model with your accounting system to keep it up-to-date automatically and better predict the future. Pull in your sales pipeline for better short-term predictions. -
40
Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally. -
41
Microsoft Dynamics 365 Finance
Microsoft
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.Starting Price: $180 per user per month -
42
Perplexity Personal CFO
Perplexity AI
Personal CFO is a personal finance experience within Perplexity Computer. Individuals can connect financial accounts through Plaid and ask questions about balances, transactions, investments, loans, budgets, and financial goals. Users can request analysis, build dashboards around their information, and create recurring finance check-ins. Tasks include reviewing portfolios by asset class and risk, tracking spending and net worth, planning budgets and savings targets, and modeling debt repayment or other decisions. The experience can combine connected account information with current market data to support financial research and planning. Account connections are read-only. Personal CFO is available in the United States and Canada and is a feature of Perplexity Computer, not a separate finance application. -
43
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.
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44
IDL Forecast
insightsoftware
Create effective, accurate financial plans and forecasts for group enterprises through swift, accurate planning processes that grow with your business needs. Existing solutions are not flexible enough, pre-built content is difficult to customize, so organizations struggle to standardize and integrate complex corporate planning processes across multiple divisions, product lines or departments from different legal entities. IDL Forecast covers all your requirements for fast, accurate group-wide financial planning and forecasting by integrating planning and consolidation models to provide a single point of truth that underpins continuous planning throughout the year. This is why 81 percent of consolidation customers also use IDL software for their financial planning. -
45
FlexiEPM
Flexi Solutions sp. z o.o. sp.k.
FlexiEPM is an EPM platform with advanced FP&A, financial reporting and consolidation capabilities for mid-size and large companies, capital groups and international organizations. Excel stays the working interface. Data, versions and rules move into one central database, so teams plan and report with permissions, business logic, change history and drill-down to source data. Capabilities: budgets, rolling forecasts and what-if scenarios; management and financial reporting; multi-company, multi-currency consolidation with eliminations and account mapping; group reporting; cost allocation and profitability management; demand planning; personnel cost planning; IFRS 16; faster financial close. FlexiStatements refreshes figures in statements prepared in Word. Microsoft SQL Server based, integrates with ERP, HR, accounting and BI systems. Cloud or on-premise. English and Polish interface, easily localized into other languages. By FlexiSolutions: 10+ years, 60+ implementations.Starting Price: From 750 euros per month -
46
EasyFinancialModels
EasyFinancialModels.com
EasyFinancialModels is a free financial model generator that turns your assumptions into a fully formula-linked, editable Excel model — income statement, balance sheet, cash flow, DCF valuation and IRR — for SaaS, startups and small businesses. It also builds cashflow forecasts, DCF valuations and free-cash-flow models, monthly, quarterly or annual, for 3 to 25 years.Starting Price: $0 -
47
Zeni
Zeni
Unlock real-time financial insights and a full-service finance team with Zeni's intelligent bookkeeping, accounting, and CFO services. Certified Accountants & Zeni's AI deliver 100% accurate books that you and your investors can trust. Zeni offers a Finance Concierge available to you 24x7. Our best in class CFO Services include Financial Projections & Analysis, Scenario Modeling, Actuals vs Budgeting and, board meeting presentations. Zeni handles Federal, State and Local Tax returns, ongoing tax & compliance needs and, R&D Tax Credits for all seed and venture funded companies. Zeni delivers 100% accurate and timely reports for you, your team and investors. Zeni turns your accounting data into intelligent insights using AI and proactively delivers all reports every month. Zeni pays any bill quickly and easily with bank transfers, debit cards or credit cards - even if your vendors only accept checks.Starting Price: $299 per month -
48
Plika
BlueDraft SA
Plika is a CFP&A solution created by and for corporate finance professionals. Through automation and analytics, Plika allows you to say "Goodbye" to Spreadsheets to spend "more time on analysis and less time on preparation" in the Planning, Management Control, Forecast and Reporting processes. Functioning as a core, Plika allows integration with ERP, CRM, Bi and data sources to ensure that financial reports are fed with real and projected information in simple steps. Plika automates and analyzes Spreadsheets, allowing you to spend more time on analysis and less on preparation in the Planning, Management Control and Forecast processes. Plika functions as a core and allows integration with ERP CRM, Bi, and other data sources to ensure financial reports are fed with real-time and projected information in easy steps.Starting Price: $30 per month -
49
Abacum
Abacum
Abacum is an AI-native FP&A platform designed to help finance teams manage planning, forecasting, and reporting in one unified system. It enables organizations to adapt quickly to changing business conditions by keeping data, models, and insights aligned in real time. The platform eliminates common challenges such as disconnected data sources, outdated models, and slow reporting processes. With built-in AI capabilities, Abacum automates tasks like data cleaning, anomaly detection, and forecasting. It allows teams to build and update financial models without relying on technical specialists or lengthy implementation cycles. Abacum also enhances collaboration by enabling continuous planning and shared visibility across teams. By simplifying financial workflows, it empowers finance professionals to focus on strategic decision-making rather than manual processes. -
50
Farseer
Farseer
Build models, orchestrate planning & compare with actuals in stunning dashboards. Powerful financial modeling, planning, and analytics software fit for any industry. Easier to use than any other specialized or spreadsheet solution. Replace tons of spreadsheets with a centralized financial model. Centralized model, inherent timeline, faster and cleaner natural language formulas specialized for financial modeling, built-in shortcuts. Easily create the most important financial statements, and see them automatically updated directly in your Dashboard. Have newly entered figures integrated with your model instantly after someone makes an entry. Automatically sync ERP data via Farseer API and instantly get the latest data in your model. Book a demo today, and we will show you how Farseer can level up your finance game. Every new input in Farseer instantly updates the model for every user.Starting Price: $20 per month
