Best Financial Analysis Software At A Glance
82% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Harriet and how does it work?
Introducing Harriet, the ultimate solution for time-strapped business owners who are ready to take control of their finances and unlock unparalleled growth. Designed with in mind, Harriet is a key to eliminating guesswork, finding freedom, and achieving the financial success always dreamed of. With Harriet, can wave goodbye to the endless hours spent trying to make sense of complex financial statements. This state-of-the-art technology and expert financial advisors will provide a crystal-clear picture of finances, giving the confidence and clarity need to make informed decisions. Harriet offers turn-key bookkeeping tailored specifically to business, saving precious time and allowing to focus on what to do best - growing business. Its understand that every business is unique, and that's why Harriet is designed to cater to specific needs and goals. Whether a one-person operation or a large corporation, our customizable features will adapt to all business size, industry, and financial requirements seamlessly. Embrace the power of Harriet and watch as business reaches new heights.
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Phoenix, Arizona
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Financial Fusion and how does it work?
Financial Fusion is an innovative financial management software designed to simplify and enhance how businesses understand and manage their finances. By leveraging advanced AI technology, it transforms complex financial data into clear, actionable insights. The AI CFO component acts as a virtual financial advisor, providing tailored advice and real-time analysis. Ideal for business owners, CFOs, and managers, this software integrates with existing accounting systems like QuickBooks Online, Xero, Zoho, and Excel. Financial Fusion generates easy-to-read reports on profit and loss, balance sheets, and cash flow statements, highlighting what’s working well, what needs improvement, and the steps to take. With detailed analyses, intuitive graphs, and AI-driven recommendations, users can identify trends, forecast future performance, and optimize strategies to stay ahead of the competition. Financial Fusion not only helps them understand their financial health at a glance but also provides opportunities for growth and improvement. Join the savvy professionals who trust Financial Fusion for top-tier service and support, and gain a strategic edge with actionable data.
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Write a ReviewLos Angeles, California - 90064
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Sequence and how does it work?
Introducing Sequence, the groundbreaking financial router that will revolutionize the way you manage your money. Designed specifically for professionals, this innovative platform allows effortlessly to visualize the money flow and take control of the financial strategies like never before.With Sequence, say goodbye to the days of juggling multiple platforms and spreadsheets. This powerful technology seamlessly integrates all financial accounts into one centralized hub, providing with a clear and comprehensive view of financial landscape. Sequence also empowers the ability to set smart routing rules that automatically allocate the funds according to the personalized preferences. Whether want to prioritize certain investments, pay off debts, or build savings, this intelligent system will ensure that the money works for the customers. Upgrade to Sequence today and experience the future of money management firsthand.
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Write a ReviewNew York City, New York 43W
Live Since 2022
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is StyleAnalytics and how does it work?
StyleAnalytics is a style factor and ESG analyser that has recently emerged as a go-to for institutional investors and managers. It is a globally leading provider of reporting, investment analytics & essential data and research solutions alike. Its various products have been designed keeping the focus on style factor analysis, improving portfolio outcomes by targeting specific drivers of return and differentiation while letting diversification stay intact. These products make analysing style factors much easier. A portfolio analyser helps differentiate strategies according to style factor analysis. Moreover, identifying fund risks and exposure to ESG becomes extremely convenient with ESG analytics. Peer insights prepare descriptive and detailed charts for delivering information by comparing the fund’s factor exposure to its peers. Performance and risks are two of the most important aspects of business and thus analysing funds the way managers do it is essential for notable outcomes. StyleAnalytics assists clients in this very task by providing them with the best of asset owners, investment consultants, asset managers and wealth managers. It enables investment analysis and that helps investors to make decisions regarding their finances in real-time The software also provides real-time notifications about market trends and investment plans.
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Live Since 1996
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Delfos and how does it work?
Delfos by SmartWay is a simple tool for creating financial forecasts. The software offers tools to create and set the configuration parameters of a model in a minute. Measure the financial information of company such as revenues, costs, labor, financing, and more. Revise the forecast of company and funding requirements months ahead.
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Write a ReviewQuito, Pichincha
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Reach Reporting and how does it work?
Reach Reporting makes the creation and usage of reports an easy task. Financial professionals and advisors will be able to give the best reports to their respective clients. Be it financial or non-financial data from different sources, the user can add them to the software so as to keep track of those KPIs (Key Performance Indicators) which are most important. Thanks to the simple build of the app, a user is free to drag and arrange his report in the way he wants. The app is loaded with many professionally designed templates for easy and granular customization. The live text option of the software enables text blocks to be created containing live metrics that always stay updated. Reach Reporting also lets the users share their reports with all clients. The reports can also be arranged into classes for efficient filtering which makes searching easier. The app keeps the firms engaged in the most effective manner with their clients.
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Write a ReviewSpringville, Utah
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is TagniFi and how does it work?
Tagnifi is a cost-effective financial analysis software that helps emerging firms win through better data. Features like divisional analysis help to track and monitor the performance of your business unit; cash flow forecasting helps to measure the financial position of an entity in the future using cash in and cash out of a business. The platform also lets you have market analysis and industry analysis for your business. Tagnifi has data for every type of market like for advisors, corporates, investors, and non-profits. TagfiFi also has a TagniFi Console as a search engine for modern capital markets that enables you to access market intelligence quickly, delivering clients with an information advantage in their market. You can search and analyze private and public companies, M&A transactions, private equity investors, financial and legal advisors, people, and economic and industry data. The add-in excel feature connects your excel models to 2 billion financial data points on the platform. You can easily run public comps, transaction comps, interest rates, closed-end fund discounts, and more.
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Write a ReviewTampa, Florida
Live Since 2012
81% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Fibunu and how does it work?
Introducing Fibunu, the comprehensive financial management tool meticulously crafted for savvy money managers and analytical thinkers seeking to consolidate their financial information. Designed with a professional audience in mind, Fibunu is an invaluable asset for those who aim to meticulously track and manage their finances in one centralized location. With Fibunu, users can effortlessly record various accounts and transactions, eliminating the hassle of toggling between multiple financial platforms. This seamless integration provides a holistic view of their financial landscape, empowering them to analyze spending patterns, investment performance, and overall financial health with ease. Fibunu's robust analytics tools give a clear vantage point for evaluating their financial situation, aiding in crafting informed and strategic decisions. Whether setting budgets, forecasting future trends, or preparing for tax season, Fibunu's insightful reports simplify complex data into actionable insights. By choosing Fibunu, professionals gain a reliable partner that not only organizes and tracks financial activities but also enhances financial awareness, paving the way toward achieving fiscal objectives. The amalgamation of precision, convenience, and control makes Fibunu the ideal solution for anyone serious about taking command of their finances.
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80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is MoneyGuidePro and how does it work?
MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.
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Write a ReviewPowhatan, Virginia
Live Since 1985
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Juris Analyst and how does it work?
Juris Analyst is a financial evaluation system for business that stimulates, evaluates, and forecasts your clients’ financial health and their repayment ability. The system is well-equipped with necessary financial schedules such as assets acquisition, assets disposal, assets depreciation, and debt maturity schedule, that calculate the future asset value and loan repayment schedule. Juris Analyst helps financial institutions such as banks forecast future debt payment ability of the applicant, and the likelihood of future payments being defaulted.
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Write a ReviewKuala Lumpur, Malaysia
80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is CashStory and how does it work?
CashStory is a fully-featured Financial Reporting Software designed to serve Startups, SMEs. CashStory provides end-to-end solutions designed for Windows. If people remember anything of their work, it's probably stories. The narrative is the key to access your audience's brains. Companies may be missing out on the most important strategy of all: creating a culture of agility. It's time for humans to spend time more time on quality and less on quantity. Business process automation can be a stepping-stone that change.
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Live Since 2016
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Infor F9 and how does it work?
Infor F9 is a powerful Microsoft Excel add-in that helps organizations monitor their business information in real-time. With this financial reporting and evaluation solution, users get access to a rich set of tools to generate & analyze reports, and dig into more details. Organizations can create reusable dynamic reports in Microsoft Excel besides focusing on strategic planning. They can also recalculate, view or drill down individualized reports. Further, Infor F9 allows users to get connected with data stored in the cloud or on-premises through spreadsheets, SQL databases, and other compatible cloud apps. This way enterprises get to retrieve their existing budget balances from general ledgers and use the information to generate new F9 budget scenarios and forecasts. Moreover, Infor F9 with its integrated modules like report writer, report viewer and scheduling hub facilitates enhanced business. Admins can protect their information by scheduling security based on GL dimensions.
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is ExecuReports and how does it work?
ExecuReports is an integrated financial reporting platform. It was designed by an accountant to create a single platform that can analyse historic financial data and drive future financial performance. ExecuReports automates the entire process of monthly financial reporting, enabling you to focus on analyzing your business instead of being overwhelmed and inundated with reporting requirements. Centralises your data giving you the ability to access current and historical data from one platform. The multi-dimensional approach allows you to slice your data by dimensions like a customer, product, project, region, and many more.
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is TERA and how does it work?
TERA software is a platform used to monitor your expenditure and spending with configurable budget controls. Configure automation rules with secure data usage using AML and fraud detection. Collaborate with stakeholders with roles and responsibilities to create customizable reports via dashboards. Small, Medium and Large companies make use of the software.
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Live Since 2018
79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Booky and how does it work?
Booky is an innovative platform designed to streamline appointment scheduling and management for businesses across diverse industries. With its user-friendly interface, clients can easily book, reschedule, and cancel appointments. The platform boasts features such as real-time calendar synchronization, automated reminders, and customizable booking forms, serving sectors like healthcare, beauty, fitness, and professional services. By automating routine scheduling tasks and integrating with popular calendar applications, Booky enhances efficiency, reduces administrative burdens, and improves the overall customer experience. Its comprehensive solution aims to simplify the booking process and foster seamless interactions between businesses and their clients.
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79% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is idaciti and how does it work?
Idaciti offers a SaaS Platform to access and analyze data in seconds. The solution provides the data needed and then makes it possible to visualize the information to build clear and compelling reports. Users can access normalized, traceable data reported in earnings releases, quarterly, and annual filings in real-time and also get instant updates when something changes. It allows users to view and benchmark financial data from the US and global markets, no matter the accounting standard. Users can enjoy one-click tracebacks to trace every data point back to the location in the original filing. Businesses can easily visualize data with a rich set of charts that provide financial analysis and generate comprehensive reports in seconds. It provides advanced analytics features like graphs, GAAP to Non-GAAP reconciliation, segment reports, and timeline view to see corporate events and more. Users can set up custom peer groups and financial templates to benchmark the data the way they want.
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Live Since 2015
78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Capitara and how does it work?
Capitara revolutionizes financial management with its Next-Gen Budget & Analytics system, empowering businesses to make smarter, faster decisions. Designed with simplicity and collaboration in mind, Capitara offers an intuitive interface that streamlines budgeting processes. Teams can easily work together through features like collaborative budgeting, approvals, and in-platform commenting, enhancing efficiency while fostering teamwork. With all key metrics and reports consolidated in one place, weeks of data consolidation become a thing of the past. Capitara makes financial oversight accessible to everyone, even those without a finance background, ensuring seamless management of budgets and actuals. Powered by its AI financial advisor, Bairon, Capitara works tirelessly behind the scenes, analyzing data and offering actionable insights. Bairon identifies trends and flags potential financial issues before they arise, equipping businesses with the tools to stay ahead. Whether connecting existing data or using Capitara to manage actuals, users gain unprecedented financial visibility.
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78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Slice and how does it work?
Introducing Slice, the ultimate solution for US companies operating globally. If they' re looking to expand their business across borders, they have custom-built the perfect suite of finance tools just for them. Say goodbye to the hassle of managing multiple currencies, making cross-border payments, and keeping track of their global spending Slice brings all of these capabilities together in one seamless platform. With Slice, they can effortlessly open multi-currency accounts with local banks anywhere in the world, all at the touch of a button. Gone are the days of dealing with endless paperwork, hefty setup fees, and pesky monthly charges. They believe in making their experience as smooth and cost-effective as possible, which is why Slice is completely free from any hidden fees. This team understands that global businesses require top-notch financial management tools, and that's why we've designed Slice specifically for companies like yours. They know they need accurate and up-to-date information at their fingertips, so their platform provides real-time data and reporting, allowing they to monitor and control their finances with ease. Slice is not just another finance platform it's their trusted partner in global growth. They cater to their needs by offering multi-currency cards, enabling seamless cross-border payments, and providing comprehensive global banking and spend management all in one place. Plus, their professional and informative customer support team is always ready to assist them, ensuring that they receive the most personalized service possible. Don't let the complexities of global finance hinder their expansion plans. With Slice, they can confidently navigate the global business landscape, reaching new horizons and maximizing their growth potential. Join the ranks of successful global first companies and experience the power of Slice today.
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77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is Surparse and how does it work?
Surparse revolutionizes financial management, giving you the power to automate financial reports and focus on growing their business. With seamless API connections, Surparse instantly connects to their live data eliminating the hassle of migrations. A single click authorizes their accounting system to communicate with the platform, ensuring that their AI-powered insights ranked by impact are tailored to their unique needs. By leveraging advanced, custom-trained AI technology, you can talk to their data and receive precise analysis in moments taking their review process from months to minutes. Privacy and data security are at the core of Surparse, with industry-leading measures like encrypted API integrations and GDPR/PDPA compliance. All data is safely managed in the Surparse Vault, ensuring secure handling without reliance on third-party storage. Access is strictly controlled via OAuth, keeping their information in authorized hands. Whether they're analyzing vital metrics or uncovering actionable insights, Surparse allows you to get instant answers with unparalleled speed and precision. Spend less time on reporting, skip hiring expensive specialists, and prioritize what truly matters. Take control of their data Surparse has their back.
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Write a Review77% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more
What is FINUX and how does it work?
FINUX answers important questions about the financial situation of your company. Focus on your core business again, not your finances. They use ISO-27001 certified data centers in Germany. This includes protection against cyberattacks and the physical security of the rooms. The data traffic is encrypted and authenticated with TLS 1.3, X25519, and AES 128 GCM. Your data is literally as secure as a bank. Fino has been a reliable and secure partner for banks and companies for several years.
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The Average Cost of a basic Financial Analysis Software plan is $40 per month.
35% of Financial Analysis Software offer a Free Trial , while 18% offer a Freemium Model .
| PRODUCT NAME | SW SCORE | AGGREGATED RATINGS |
|---|---|---|
Harriet
|
82 | 0 |
Financial Fusion
|
81 | 0 |
Sequence
|
81 | 0 |
StyleAnalytics
|
81 | 4.5 |
Delfos
|
81 | 0 |
Reach Reporting
|
81 | 4.8 |
TagniFi
|
81 | 0 |
Fibunu
|
81 | 0 |
MoneyGuidePro
|
80 | 4.2 |
Juris Analyst
|
80 | 5 |
Financial analysis software is used by companies that follow FRS and GAAP standards to help them know their financial state. It lets the accounting department take a look at accounting entries and track various financial transactions. Ultimately, this helps the company to know financial KPIs, and thus plan for the future from a financial point of view. While accountants would be primary users of financial analysis software, it's also being utilized by other departments to be able to check their financial status.
For a product to be in Financial Analysis Software category, it must:
Typical Features
Measures the success rate and monitor the performance metrics that matter most to your business.
Helps to track and monitor the performance of your individual business unit
Helps to measure your industry status in the overall market using quantitative and qualitative data points
Helps to assess the business position against competitors and gain competitive dynamics of an industry
Helps to predict the future performance of a business using Key Performance Indicators (KPI) and other Metrics
Helps to analyze the potential risk factors that cause harm to the business
Helps to measure the financial position of an entity in the future using cash in and cash out of a business
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