Alternatives to CREmodel
Compare CREmodel alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to CREmodel in 2025. Compare features, ratings, user reviews, pricing, and more from CREmodel 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!Starting Price: $6,000 -
2
MRI Software
MRI Software
MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses—from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI liberates real estate companies to elevate their business and gain a competitive edge. ecosystems are MRI Software’s fourth acquisition in the multifamily space in the last 12 months, following CallMaX, ResidentCheck, and Tenmast Software and HAB, Inc. This latest acquisition continues to reinforce MRI’s commitment to the multifamily industry. ecosystems is the premier developer of cloud-based software specifically tailored for the multi-family condo industry. -
3
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
4
Help With My Loan
Help With My Loan
AI software yields automated underwriting and loan matching at a 95% proven funding rate. The problem in the industry is a low 55% average at funding loans due to the fragmented lending process. HWML solved this problem by giving brokers, banks and consumers access to the platform syndicated with 300+ lenders in Commercial Real Estate, Residential Real Estate, Business, and Personal loans. HWML’s platform has funded over $600M+, loans sized from $100k-$50M! Consistently in America, banks are readjusting their inward loan portfolios. When they have excessively numerous private loans, they change to business loans, when they have an excessive number of business loans, they change to commercial loans, a never ending cycle. Customers never know which bank is the right one for the loan on any given day and that’s when HWML steps in.Starting Price: $99.99 -
5
EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
6
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. -
7
The CRE Suite
CREModels
After 5 years in the making, and building upon decades of experience by our top executives, The CRE Suite is our revolutionary flagship real estate analysis, underwriting, and asset management platform which changes the way investment and development teams operate. The CRE Suite allows your team to finally collaborate on portfolios and mixed-use projects without sacrificing productivity, dealing with locked files, or email Excel files around the office. Don't give up the flexibility you deserve. Don't give up the power you need. Use the tool that was built by clients like you, for clients like you, to tackle the biggest deals or the quick-turnaround projects. -
8
rDCF
rSquared
For years, the commercial real estate industry has had to rely on outdated, excessively complex and increasingly expensive valuation and underwriting software. No more. rDCF is the valuation, underwriting and asset management tool you’ve asked for and deserve. Build flexible, detailed, accurate DCF models to value even the most complex properties. Create sophisticated debt or equity structures, including multi-tiered waterfalls. rDCF’s clean, intuitive UI simplifies navigation, while its hotkeys and other time-saving shortcuts keep hands on the keyboard to speed data input. The auto-save feature eliminates the need to stop and save work repeatedly. Minimal columns reduce scrolling. rDCF’s intuitive folder structure makes it easy to save, organize and access data. The snapshot function makes sharing files quick and easy. Share files for free; no need for anyone to install the software. -
9
GeoPhy Evra
GeoPhy
Source, screen, and underwrite more multifamily commercial real estate (CRE) deals in less time with greater confidence. Evra by GeoPhy gives CRE professionals the data and insights to understand the attractiveness, health, and risk of a property, its tenants, and its surrounding area. The Evra commercial real estate (CRE) platform provides flexibility along with the most granular data and analytics available. It provides property-level details as well as the surrounding context at metro, submarket, and neighborhood levels. Continuously pre-underwrite properties to define the most attractive opportunities at any given moment in any given market. Workflow integration to make underwriting faster and more efficient with a micro-applications approach. Quickly evaluate the risk or opportunity associated with multifamily assets based on aggregated tenant credit scores, estimated income, delinquency rates, and more. -
10
TheAnalyst PRO
CRE Tech
Analysis & Marketing tools you need for Sales, Leasing, Investment, Lending and Asset Management of commercial real estate. With 100% uptime, your data is always saved on secure servers. Unlike others, only you have access to your information as we never expose or sell your information. TheAnalyst® PRO completes the most complex property investment analysis calculations in minutes. One subscription provides access to all tools and features. The most powerful mapping and demographic analysis is available from any device in just minutes, including head-turning, easy to visualize Infographics and traffic count reports. Create professionally designed CRE property flyers and brochures including visual data for infographics, annotated aerial maps and location maps.Starting Price: $69.99 per month -
11
Clik.ai
Clik Technologies
Automated underwriting allows Commercial Real Estate Brokers and CRE investors and lenders to see projected cash flow data in a matter of minutes. It is crucial in evaluating the financial risk and potential returns of a property. With Artificial Intelligence (AI) and Machine Learning (ML), the document parsing and calculation activities real estate analysts have to slave over are eliminated through automated underwriting. OS/Rent Roll extraction, underwriting, and workflow automation software to run CRE investment and mortgage servicing run 10X faster and cheaper. Prepare industry standard loan models quickly by drastically cutting down hours of manual work of extracting financials from operating statements, rent rolls and trailing statements. Lets you upload multiple documents in any format. The uploaded documents are stored in your personal and secured data storage. Clik engine extracts key financials in seconds with more than 99% accuracy. -
12
IntellCRE
IntellCRE
Data-driven investment decisions and accurate underwriting within seconds. Source, evaluate, share, and close more deals effortlessly and way ahead of the competition with the industry’s leading commercial real estate platform. Even with amazing Excel skills and templates, thorough underwriting and professional reports take time. With IntellCRE you and your team can work better and much faster. Our AI automatically extracts rent and expense data from uploaded documents. Save time and prevent costly errors for you and your clients by eliminating manual processing of rents, leases, and expenses into spreadsheets. Get all-inclusive market data automatically, adjust them according to your preference, or simply compare your rents to the market. Level the playing field by automating your market research and win more deals. IntellCRE’s price auto-estimate allows you to see the optimal price at which to sell or buy your deal depending on data such as sales comps, property characteristics, etc.Starting Price: $22 per month -
13
HelloData.ai
HelloData.ai
See how over 10,000 multifamily professionals save 4+ hours per week on market surveys with HelloData. Power your multifamily reporting with unlimited market surveys featuring competitor leasing trends, concessions, fees, and amenities. Access updated rent, availability, and concessions from millions of online listings to gain real-time insights. Automated market surveys reduce report times by over 80%, eliminating 4+ hours a week of manual work. Subscribers can set up market surveys for any market in the United States without having to purchase regions individually. Multifamily operators, developers, and acquisitions teams use HelloData to improve operations and deal flow. Appraisers, brokers, and lenders use it to automate their underwriting. Finish your real estate analysis without stitching together data or calling comps to validate accuracy. Your market surveys update automatically every 24 hours so you always have accurate data.Starting Price: $250 per month -
14
RealINSIGHT
RealINSIGHT Software
RealINSIGHT is the premier software solution for commercial real estate lenders, as well as debt investors and servicers. The platform delivers full lifecycle support, from loan origination, securitization and underwriting through surveillance, asset management and dispositions. No matter who you are, RealINSIGHT commercial real estate lending software can help you streamline your workflows, ensure compliance and improve productivity. RealINSIGHT makes it easy to handle everything from highly structured products like CMBS and Agency loans, to more bespoke opportunities like bridge, construction and CLOs. RealINSIGHT is simply better asset management for commercial real estate lenders, debt investors and servicers. Built by a cross-functional team of CRE, finance and software experts, it’s the most feature-rich and functional system of record on the market. Easily integrate loan data with existing workflows, tech and models, and access your system any time, anywhere.Starting Price: $50000.00/year/user -
15
U-Rite
U-Rite
Deals take 70% less time to underwrite using U-Rite. Run detailed property cash flows and perform advanced CRE calculations, all within Excel. Perform powerful calculations, including detailed expense recoveries and speculative lease projections, in a tool you know and trust. Unite teams with one single platform to share models, communicate with teammates, monitor deal status, and move projects forward. Modify any assumption directly in your model. Simply click Run in the U-Rite Ribbon, and your assumptions automatically calculate in our proprietary cloud. The results reappear dynamically back in Excel, in seconds. Use Excel like you already know how to. Link U-Rite inputs directly to any existing model and avoid the back-and-forth with external underwriting platforms. Effortlessly monitor your team's underwriting process across multiple properties and scenarios. With integrated version control, you can share, review, and comment on models with ease. -
16
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. -
17
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.Starting Price: $8.25 per user per month -
18
BizPlanBuilder
Business Power Tools powered by Jian
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
19
PropertyMetrics
PropertyMetrics
Tired of complex Excel models and offering memo designs? Our Proforma and Publisher tools will help you work smarter and faster. Our web-based commercial real estate valuation and analysis software make it easy to create and share a real estate proforma online. Unlike traditional commercial real estate analysis software, our service is simple-to-use, affordable, and 100% web-based. Our web-based commercial real estate marketing software makes it easy to create presentation-quality commercial real estate documents. Now you can create professional-looking offering memos, flyers, market reports, development proposals, brochures, case studies, and more. Our online commercial real estate analysis courses make it easy to learn at your own pace and on your own schedule. Taught by seasoned professionals, now you can break into the industry or brush up on your skills with our step by step, online commercial real estate courses. -
20
IMS
RealPage
Calculating accurate distributions for your equity investors is a necessary activity for your private equity real estate firm but complex waterfalls in fragile Excel spreadsheets takes time and resources away from higher value work. Additionally, as you continue to make acquisitions and grow your business the scale of calculating distributions across each project will continue to weigh down your team. Your investor’s expectations of how they receive and interpret information about their investments is evolving. In addition to the trusted relationship you have already established, they expect always, everywhere, availability and transparency. Modern wealth management and investment accounts have sophisticated web and mobile investor portals and the expectation is now the same for commercial real estate investments. To deliver on this expectation, you need an investor dashboard that ties together your investors' information with their distributions and investment information. -
21
Yardi Matrix
Yardi
Yardi Matrix researches and reports on multifamily, student housing, office, industrial and self storage properties across the United States, serving the needs of a variety of industry professionals. Stay current with the latest commercial real estate market trends and forecasts backed by Yardi Matrix analytics. Explore our free national and market reports, special research bulletins and webinars to uncover actionable business insights and start making well-informed investment decisions. Usage of high-yield debt has increased in recent years, despite limited historical data and the high rate of defaults on mezzanine loans in the wake of the global financial crisis. A first-ever study of high-yield debt provides a glimpse into the sector’s performance and some insights for the real estate market going forward. -
22
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. -
23
Elevate Solutions
Elevate Real Estate Solutions
Elevate Solutions is your complete commercial property management software, transforming cluttered processes into clarity. With nearly 40 years of expertise, we are more than a vendor—we’re your trusted partner in optimizing real estate operations. From project inception to tenant management, we empower decision-making with a single source of truth. Our intuitive, cloud-based commercial property management software integrates all facets of your business, providing scalability, flexibility, and a competitive edge. As an Acumatica partner, we specialize in driving efficiency and profitability through tailored real estate solutions. Acumatica’s Cloud ERP system is highly flexible and customizable, improving operations across project management, construction, finance, and customer service. With AI-enabled automation and seamless third-party integrations, we ensure smooth collaboration, transparency, and innovation at every stage.Starting Price: $25/month -
24
Fluxo
Fluxo
Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.Starting Price: $125 per month -
25
GM Valuation
Greenmatch
GM Valuation is the adequate instrument for the transaction valuation and periodical reassessment of your renewable energy projects. The wide range of performance indicators allow you to have the full control over your projects at any time. With the certified financial model you can assess and structure your renewable energy projects reliably. Manage your internal and external contacts. Easily share projects with the embedded invitation function. You decide yourself which parties are allowed to interact with each other and who gets read and write access. Do not lose time discussing differing spreadsheet calculations, instead focus on the best negotiation result possible. Irrespective of your project's complexity, with GM Valuation you can model all of your projects in one single and highly flexible standard. GM Valuation takes into account every possible remuneration system. From simple fixed-price models to certificate systems in interaction with electricity-price surveys -
26
Forbury
Forbury
We exist to solve an industry problem, how to quickly and confidently determine the value of commercial real estate assets. Our tools are user-friendly, intuitive and take the complexity and time-consuming nature out of property investment modeling while empowering our customers to cover more of the market without additional resources and expense. Institutional-grade commercial real estate is complex and time-consuming to value. So, over the past 15 years, we've built property investment tools to solve the very real issues we experienced working with real estate professionals. With this insight, we've developed a suite of tools that do exactly what you need them to do. User-friendly and intuitive, the Forbury products are designed to make commercial real estate investment modelling logical, simple and time-efficient. Designed specifically for shopping centers, this valuation model is specialized for a retail setting. -
27
Skyline AI
Skyline AI
Skyline AI developed a platform for faster and more comprehensive analysis of commercial real estate properties. Skyline AI is a commercial real estate artificial intelligence technology company that introduces a new generation of investment capabilities and methods. Skyline AI mines data from various sources, distilling it with our proprietary ensemble of supervised and unsupervised machine learning models. The resulting insights enhance existing expertise to achieve an elevated performance throughout the investment analysis process. The AI-driven insights we provide are not available anywhere else. This amplifies our partners' investment prowess while everyone else is still in the dark. Using Skyline AI's investment management technology, advanced real estate players can transform their approach to investment decisions across the entire lifecycle. Our partners are positioned as first in line to benefit from the radically redrawn future of RE investment. -
28
Commercial Underwriter
Commercial Underwriter
Commercial Underwriter is an internet-based software designed for investors, brokers, lenders, equity partners, syndicators, real estate agents, asset managers, and real estate professionals. Commercial Underwriter can evaluate apartments, mobile home parks, office buildings, retail & many other types of properties. See the true market potential and current performance. Compare stated-in-place rents, display the split between the incoming lease & the pro forma, and calculate the rent increases. Analyze the property performance based on different assumptions. Perform preliminary underwriting in less than 5 minutes. Customize the income, vacancy, and loss to lease. Real-time performance indicator, update & analyze data in seconds, with custom color codes for easy understanding & analysis. Commercial Underwriter is a web-based software designed for real estate professionals to simplify their commercial property underwriting analyzing process. -
29
Blooma
Blooma
Introducing a radically different and modern way to underwrite and monitor commercial real estate loans. Eliminate manual tasks and dive into data-driven insights to increase revenue and get ahead of risk. Blooma is a fully digital commercial real estate lending solution that uses artificial intelligence and machine learning to streamline deal origination and portfolio monitoring. See and close more deals while continuously monitoring your portfolio. What used to take anywhere from 30-60 days now takes just a few clicks and a few minutes. From origination to portfolio management, Blooma’s automated underwriting software is bringing digital transformation to commercial real estate. Blooma cuts out low-value tasks & maximizes productivity. Enhance your tech stack for streamlined operations and powerful insights. Move away from the monotonous and back to the art of your job. Blooma is designed to plug seamlessly into your existing workflow, no extra lift is required. -
30
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 -
31
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. -
32
Datscha
Datscha
Since 1996, Datscha has been a leading provider of commercial real estate intelligence. With offices located in Sweden, Finland, and the UK, Datscha’s unique service proposition provides comprehensive, accurate, and timely data, analytics, and insights on transactions, ownership, occupiers, footfall, lease data, and more. Datscha’s award-winning platform is recognized for its stellar web-based services encompassing information and analysis of commercial properties, lease details, property holdings, and the possibility to simulate market values. Our datasets have been carefully developed by our highly skilled team, ensuring quality and completeness across all product modules. With comprehensive details on commercial property transactions, ownership, occupier, market information, asset class, and use, lease data, planning applications, construction, footfall and more, Datscha has gained the distinction of being the home for commercial property information in the real estate industry.Starting Price: Free -
33
DealWorthIt
DealWorthIt
DealWorthIt is your go-to, all-in-one platform for effortlessly discovering and analyzing real estate investment opportunities. With our intuitive Property Finder, you can easily search for both on-market and off-market properties that align with your specific investment goals, ensuring you have access to the best options available. Once you've found a property, our suite of AI-powered tools streamlines the entire analysis process. We significantly reduce the time it takes to evaluate properties from hours to just seconds, thanks to automated underwriting, detailed market data, and comprehensive risk assessment features. Additionally, DealWorthIt is designed to cater to investors of all experience levels. Whether you're an industry veteran with a portfolio of properties or a newcomer taking your first steps into real estate, our platform offers everything you need to navigate the complex world of real estate investing with ease.Starting Price: $59 per month -
34
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 -
35
Operis Analysis Kit (OAK)
Operis
The Operis Analysis Kit, otherwise known as OAK, is an Excel add-in that saves time when developing and auditing complex spreadsheets by assessing the model structure and identifying errors. As a company, we believe it is crucial to support spreadsheet users. That’s why we decided to share what once was our in-house application with our clients. Developed and used daily by our renowned modeling team, OAK helps identify the lack of compliance with industry-standard modeling best practices. It also improves model quality throughout the building process. OAK is the preferred Excel add-in used by financial modelers in the world’s largest banks, blue-chip firms, and public sector bodies. If you are currently using Operis’ other services please get in touch about adding an OAK license to your current package. OAK offers a set of powerful and cutting-edge tools that help you identify potential risks and improve the quality of your models.Starting Price: $375.99 per year -
36
CrossVal
CrossVal
CrossVal is a SaaS platform that automates the process of financial modeling for early-stage companies, enterprises, and investment funds. Our key differentiator is that we use existing data to cross-validate all our models to ensure accuracy. CrossVal has the ability to build highly accurate models across industries and sectors with relative ease. -
37
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. -
38
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 -
39
Risk Explorer
Ultimate Risk Solutions
With its presence in over 30 countries, Risk Explorer™ is at the heart of enterprise risk modeling processes worldwide. As our flagship industry-leading risk and financial modeling platform, Risk Explorer™ features powerful analytics and high-performance simulation technology that is flexible, transparent, and easy to learn. Insurers, reinsurers, reinsurance brokers, regulatory authorities, and consultants, including small, large, and industry-leading companies, capitalize on Risk Explorer’s advanced modeling capabilities and proven technology to add value to their enterprise. Risk Explorer’s software engineering design and user-intuitiveness allows even the largest corporate risk models to be built within days after all risks in the model are parameterized, which ensures quick delivery of commercial benefits derived from financial modeling. -
40
Pereview
Pereview Software
Pereview helps real estate firms quickly, accurately, and consistently answer the questions stakeholders are asking about their investments. This facilitates better risk management and helps drive decision-making on your data across equity and debt from the fund to the lease. Track equity and debt transaction information at the beginning of a deal through closing. This information can be leveraged by other departments and also used to setup the asset upon closing. Pereview also automates deal pipeline reporting and other powerful analytics. Pereview connects your Excel models to the Pereview database allowing for centralized storing of your underwriting assumptions and cashflows. Once the data is centralized in Pereview, reporting on underwriting projections vs. actual performance is one click away. -
41
ProLinkAIM
ProLink Solutions
ProLinkAIM is web-based software created to streamline all multifamily and mixed use asset management activities in a single database. This software solution offers complete Microsoft Excel and Word integration that seamlessly transfers data back and forth between your existing templates and the ProLink database. Easily access fund and investment performance, review occupancy, analyze risk, export general ledger entries, automate financial reporting, and develop relationship structures across all investments. -
42
AdvisoryWorld
AdvisoryWorld
Elegant user experiences built on top of our robust API. Leading investment advisors trust AdvisoryWorld web-applications to power their wealth management workflows. Find and analyze investments based on dozens of criteria such as asset classification, manager tenure, performance statistics and style detail. Compare and contrast investments with diversification and performance based statistics including Asset Allocation, Hypothetical Historical Performance, MPT Statistics (e.g. Standard Deviation, Sharpe, Beta, Alpha), P/E Ratio, Duration, Expense Ratio, Country, Region, Sector and Equity Overlap, Standardized Returns (FINRA Required) and more. Build customizable Asset Fact Sheets and side-by-side comparisons with ease. Build and analyze portfolios with institutional-grade financial modeling tools framed within a light-weight user experience. Review the effect of dividend and capital gain reinvestment, fees & sales charges and rebalancing rates on the growth of a portfolio. -
43
Dryrun
Dryrun
Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.Starting Price: $99 per month -
44
Built
Built Technologies
Built empowers the entire construction finance ecosystem with the tools they need to make better lending and spending decisions. Increase efficiency, streamline processes and improve construction payments. Gain real-time visibility into your construction portfolio while simplifying the complex loan administration process. Built’s collaborative platform accelerates the movement of money into projects by eliminating siloed systems and manual processes. Mitigate risk and maximize productivity, all while increasing job revenue. Built’s product and services for construction power smarter financial decisions that accelerate processes to expedite builds. Built is trusted by 150+ North American lenders and thousands of general and specialty contractors as they work to transform the communities around us. The numbers don’t lie! -
45
HES FinTech
HES FinTech
HES FinTech is a fintech product development company specializing in automated lending solutions for banks, financial institutions, and businesses. Its flagship product, HES LoanBox, delivers end-to-end automation and seamless management of any loan or lease lifecycle across all devices. Why choose HES FinTech solutions? • A perfect blend of custom-built and off-the-shelf approaches: HES LoanBox works great for lenders right out of the box but can be customized to meet your unique business needs. • Built on secure, free, and open-source technologies like Java, Spring, and PostgreSQL, reducing licensing costs and enhancing flexibility. • Industry Expertise: Our team has a proven track record of successfully delivering projects in both consumer and commercial lending. • In 2025, HES FinTech solutions are trusted by over 130 companies worldwide, with a primary focus on the UK, USA, Canada, Australia and MENA countries. -
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MyEListing
MyEListing
MyEListing.com allows commercial real estate (CRE) investors, prospecting tenants, and brokers alike can now accurately list and locate properties for sale and for lease for free. The platform offers brokers, agents, lessors, lessees, buyers, and sellers a way to find each other and transact at zero cost. Commercial real estate listings, such as office buildings, industrial parks, multifamily structures, retail properties, and raw land zoned for commercial purposes.Starting Price: $0 -
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Yield Asset
Yield Asset
Stock market, mutual fund and real estate prices move differently. Hence, a rented office investment in the portfolio reduces effects of economic shock and market meltdowns. Potential to provide an inflation hedge since rents can adjust for inflation with pre-agreed increment in rentals. Office investment with contracted multi-year leases with fixed rentals provides stable income stream. Yield Asset simplifies commercial real estate investing, giving members access to vetted commercial real estate opportunities with the potential to generate income. Our team has deep knowledge and combined experience of 100+ years in real estate investment, finance, and development. To be the most trusted platform with asset-level transparency and ease of liquidity. -
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Kinexio
Kinexio
Kinexio is a multi-award-winning 360-degree integrator for managing and engaging real estate communities: tenants, operations, suppliers, shoppers and other stakeholders. Kinexio transforms the users' experience of the space, creates loyalty by connecting people to places whilst delivering efficient operations, significant budget savings and valuable insights. The platform has been implemented in over 300 destinations in 30 countries and is actively used by more than 600,000 users globally. Amongst its clients are Unibail-Rodamco-Westfield, Savills, Brookfield Retail Properties, Mall of America, King's Cross, Hammerson, British Land, Klepierre and many more. A modular multi-device platform, it is one of the most advanced and comprehensive technologies in the market, and the only one that engages B2B and B2C audiences in one platform for all real estate classes: - Retail - Office - Mixed-use - BIDs - Residential - Airports -
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CommercialCafe
CommercialCafe
CommercialCafe is your go-to commercial real estate listing source. We partner with highly respected major brokerages from across the country to ensure high-quality listings that are updated frequently. Our online marketplace lists all commercial property types from office, coworking, retail, and industrial to special purpose properties. CommercialCafe is a trusted Yardi brand and is an integral part of the CommercialEdge network — the fastest-growing network of online real estate marketplaces, which ranks on the 1st page of Google for all top markets, attracts more than 2 million monthly visits, and generates more than 350,000 broker contacts. -
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Varro
Varro
Experience the Varro Advantage. Building tools for the commercial real estate industry since 2008. What had begun as an inspection management tool with a state of the art mobile application, has now evolved into a best in class real estate utility tool(or Swiss Army knife as we call it) for any property owner, manager, investor, etc. Varro offers multiple modules that help clients monitor their assets in any way imaginable. New products are constantly being built to help users adapt to the constantly evolving commercial real estate industry. Varro has been designed to be completely customizable for any client type. We currently work with regional and national banks, life insurance lenders, loan servicers, building owners, investors, corporate real estate owners, REITS, and many more. We believe that technology and efficiency is the key to making the right decisions with your investments. Check out our current modules for more information, and check back for frequent updates