Alternatives to Fluxo
Compare Fluxo alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Fluxo in 2026. Compare features, ratings, user reviews, pricing, and more from Fluxo competitors and alternatives in order to make an informed decision for your business.
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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
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. -
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
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. -
5
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. -
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
Oracle Fusion Cloud EPM
Oracle
Gain the agility and insights you need to outperform in any market condition. Oracle Fusion Cloud Enterprise Performance Management (EPM) helps you model and plan across finance, HR, supply chain, and sales, streamline the financial close process, and drive better decisions. Comprehensively address your needs with functional breadth and depth across financial and operational planning, consolidation and close, master data management, and more. Seamlessly connect finance with all other lines of business for enterprise-wide agility and alignment. Drive better decisions with scenario modeling and built-in, advanced analytics. Oracle EPM consistently tops analyst rankings; thousands of customers gain more value from running their EPM processes with Oracle in the cloud. Drive agile, connected plans—from scenario modeling and long-range planning to budgeting and line of business planning—that are built on best practices and advanced technologies. -
8
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 -
9
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 -
10
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 -
11
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. -
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Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
13
Runway
Runway Financial
Gone are the days of copy and pasting actuals from 12 different places every month. Runway connects with your accounting, HRIS, data warehouse tools, and more to automatically keep your forecasts up to date with new actuals. Write formulas that humans can read. Scenario comparison is native in Runway—no more duplicating sheets and tabs. Compare different plans and outcomes to decide the best strategies to hit your ambitious goals. With Runway Copilot, you can create any scenario in seconds. Type a prompt and watch Runway generate effective plans based on your model and live data from your connected business apps. With human-readable formulas and over a hundred integrations, modeling key financial metrics is easier and more accurate than ever before. -
14
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 -
15
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 -
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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. -
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Exopen
Exopen
Plan and analyze revenue & finance for predictable impact. Connect your dots, form the equation, and achieve your goals. With Exopen, as a CFO and controller, you get everything you need to streamline your financial reporting, improve budgeting & forecasting processes, and create clear and insightful analyses for your stakeholders. With Exopen, you can work with modern and data-driven functionality that streamlines your budget and forecast process with integrated analysis in Power BI. You quickly get a total overview and higher precision in your budget, saving time. You always look at quality-assured data from your ERP, leading to faster insights for better strategic decisions about the business. Choose modules according to your needs to create a tailored budget and forecast process. With our planning tool, you can work with both account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis. -
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Pluvo
Pluvo
Pluvo is an AI-native decision intelligence and financial planning platform designed to help finance and strategy teams model scenarios, forecast performance, and make faster data-driven decisions. It connects operational and financial data into a unified environment where users can generate forecasts, budgets, and dynamic models through simple prompts rather than complex spreadsheets. It emphasizes transparency by making assumptions, formulas, and reasoning explicit and traceable back to source data so teams can validate and explain results with confidence. Pluvo integrates with accounting and ERP systems to automatically sync real financial data, organize it into customizable dashboards, and continuously track progress against forecasts. Its driver-based modeling allows businesses to test different scenarios, evaluate strategic trade-offs, and understand the financial impact of operational changes in real time. -
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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. -
20
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. -
21
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 -
22
Fathom
Fathom Applications
All-in-one reporting, analysis & forecasting. Fathom combines insightful reporting, fast cash flow forecasting and actionable financial insights into one refreshingly easy business management solution. Get in-depth analysis of your numbers and a clearer picture of your business performance. Create custom management reports and share business results in a clear, compelling way. Craft management reports for print or web – in minutes, not hours. Bring together text, charts, tables and financial statements – in one simple-to-use editor. Put your reporting on autopilot. Schedule the delivery of timely reports. Pick from a range of ready-made management report templates to jump-start your workflow, then make changes using the report editor.Starting Price: $44 per month -
23
Uplinq
Uplinq
Uplinq’s machine learning technology and experienced professionals keep your bookkeeping up-to-date and transform your data into actionable financial intelligence - all at the touch of a button. Time and money are wasted on bookkeeping, taxes, and financial management solutions that just don’t work. Enter Uplinq. Go beyond bookkeeping with financial intelligence optimized for your business. Updated weekly and focused on your needs. Our data-focused technology allows you to seamlessly connect to the institutions and tools you work with to manage your business. Shouldn’t everything be this easy? Our technology tracks your business activity and automatically categorizes your transactions. This allows us to provide you with financial analytics on a weekly basis without the constant stream of questions. Many business owners struggle to make use of their financial data. Uplinq tackles this problem head-on. You’ll receive a global view of your business, updated in near real-time. -
24
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. -
25
IndustryCFO
IndustryCFO
Impact clients’ bottom lines and manage their finances with one simple interface. Let IndustriusCFO provide you with financial comparisons to your clients’ peers and specific steps to improve upon weaknesses. IndustriusCFO shows you how to save money and make more money by showing you key financial ratios for your industry and a personalized roadmap for business improvement and growth. Get an inside look at any industry to see how it is performing and whether that industry is a high or low-risk investment for your time or money. The IndustriusCFO database covers over 2,500 industries and over 1 million private businesses, so it is simple to find the information you need. IndustriusCFO offers a wide range of business analytics, key performance indicators, reports & practical recommendations, including industry peer benchmarking. View annual financials, median statistics, charts, ratios, and more of your industry competitors or peer groups.Starting Price: $49 per month -
26
projection-ai
projection-ai
A service that creates a back-calculated original business plan. Inverse from the goal and KPI arithmetic, you can easily and quickly create a highly capable business plan. Enter the template, ARPA, monthly customer unit price, growth magnification, and start-up year to create a business plan for the rest. Enter the basic information to automatically create a PL page. In projection-ai, you can easily create multiple cases. You can create another case by pressing case creation and entering a set value. In order to achieve target sales, it is important to drop into a specific action plan. With Projection-ai, you can easily simulate the KPIs you need for a year and drop them into the monthly metrics. You can easily use the monthly PL to manage your budget for target sales and target KPI. You can use it as a dashboard by entering the required data. You can manage SaaS KPIs such as cash transitions, runways, MRRs, ARPAs, customer numbers, and LTV/CACs in cases and business years.Starting Price: $70.61 per month -
27
Modeliks
Modeliks
All-in-one forecasting, budgeting, reporting and business planning solution. It enables you to create accurate financial forecasts according your company's structure; management reports visualized with customizable dashboards; AI powered professional business plan in an hour and pitch deck to enable you get funding. Financial Planning: Build accurate, driver-based financial forecasts and scenarios to make confident decisions. Keep it simple or plan for every part of your business (total company, business unit, geography, store, project, etc.). Reporting: Automate actuals vs plan reporting and performance tracking to keep everyone informed, aligned and accountable to their targets. Ensure you make data-driven and informed decisions. Business Planning: Write detailed business plans in minutes with the power of AI to ensure your plan complies with loan approval requirements. Create investor ready pitch decks with professionally designed pitch deck templates.Starting Price: $19 per month -
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FinanceIQ
FinanceIQ
FinanceIQ is a financial analytics platform designed to transform NetSuite data into real-time dashboards, reports, and actionable insights. The platform connects directly to Oracle NetSuite to provide live financial data without the need for spreadsheets or manual exports. Users can monitor key metrics such as revenue, profitability, and cash flow through interactive dashboards. FinanceIQ also supports automated financial reporting, allowing teams to generate board-ready reports with charts, commentary, and insights in minutes. The system includes tools for rolling forecasts, variance analysis, and scenario planning to support strategic financial decision-making. Its AI-powered assistant, Finley, analyzes financial data and answers complex questions using natural language queries. By combining automation and AI insights, FinanceIQ helps finance teams make faster, data-driven decisions.Starting Price: $100/instance/month -
29
BizPlanBuilder
Business Power Tools
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 -
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Epicor FP&A
Epicor
Businesses face a myriad of challenges today: inflation, attrition, and low productivity. Epicor FP&A is a cloud solution that empowers you with a new structure of working—improving your financial reporting processes, enhancing your operations, and helping you adapt to a dynamic environment. With the CFO holding the reins, bolstered by cutting-edge machine learning technology, you can help ensure your business is ready to: Quickly generate reports and ensure you comply with internal and external reporting standards Accurately predict future revenues, profits, and cash flow Make goal-oriented and driver-based plans, while modeling complex financial and operational what-if scenarios Discover which products, customers, and segments of the business are more profitable Consolidate reports with ease across entities so you can compare performance -
31
Firmbase
Firmbase
Keep your data in sync and easily create budgets, run forecasts, and analyze important financial data in collaboration with your team. Today's finance teams should benefit from data connectivity, planning flexibility, and rich insights. We've made it our mission to deliver on that promise. Our collaborative platform enables you to build data-driven budgets, and financial forecasts and automatically monitor plans against actual company performance. Firmbase integrates with your existing systems and allows you to access the business data you need at a click of a button. Now you can avoid data silos, and countless hours spent on manual work. We get it - your business needs to constantly evolve. You need to respond quickly. That's why Firmbase was built from the ground up to enable you to build financial models with maximum flexibility together with your team. -
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Moneytree
Moneytree Software
Build plans and relationships on the most accurate calculation engine. Join other serious financial planners and independent advisors that are using the most robust calculation engines in the wealth management space to grow their practices. From big picture to in depth, Moneytree delivers planning solutions for professionals. Make planning simple with quick data entry and clear results. Answer clients’ “What-Ifs” and show instant, side-by-side comparison results. Actively include clients in the process by creating plans collaboratively. Cover all your clients’ planning needs with in-depth data and analysis. Capture details of your clients’ situations and add future changes at any age. Choose the planning approach to best reflect your clients’ situation. Moneytree Elite’s in-depth planning captures and analyzes your clients’ current financial situation and illustrates impacts of important decisions on their financial future.Starting Price: $1981 per year -
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Axiom Software
Syntellis Performance Solutions
Axiom Software (formerly Axiom EPM) is an enterprise performance management tool that arms finance teams and executives with the best tools for budgeting, forecasting, planning, reporting, scenario modeling, and more. Finance teams using Axiom Software are more agile and spend more time analyzing data to better understand the drivers that affect their organizations. Performance management software tailor-made for the complexities of hospitals and health systems, backed by 30 years of industry experience. Strategy-based performance solutions for banks, credit unions and other non-depository institutions to model the future and make data-driven decisions. Sophisticated financial performance software for universities and colleges, grounded in proven principles and advanced, data-driven modeling. We want to ensure that users aren’t hindered with a clunky, time-consuming software solution. Finance professionals should be empowered by intuitive software. -
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Tangent Works
Tangent Works
Drive business value from predictive analytics. Make informed decisions and improve processes. Create predictive models in seconds for faster and better forecasting & anomaly detection. TIM InstantML is a hyper-automated, augmented machine learning solution for time series data for better, faster, and more accurate forecasting, anomaly detection, and classification. TIM helps you to discover the business value of your data and enables you to leverage the power of predictive analytics. High-quality automatic feature engineering while simultaneously adapting the model structure and model parameters. TIM offers flexible deployment options. Easy integration with some of your favorite platforms. TIM offers a wide array of interfaces. Users looking for a streamlined graphical interface can find this in TIM Studio. Become truly data-driven with powerful, automated predictive analytics. Discover the predictive value in your data faster and easier.Starting Price: €3.20 per month -
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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. -
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Bizview
insightsoftware
Accelerate Business Growth with Collaborative and Connected Planning, Reporting, and Analytics. Bizview was acquired by insightsoftware – the leading financial reporting and EPM provider. How easily can you adapt your budgeting, reporting, and analytics to your business needs? Many budget and planning tools claim to be flexible, but in reality, leave you locked into budget and reporting structures that don’t match your business needs. This prevents you from optimizing your performance because planning models don’t reflect your true business drivers. You shouldn’t have to adapt your processes to fit the tool, the tool should adapt to you. Manual budget and forecast processes involve exporting data into multiple Excel spreadsheets sent back and forth between contributors and approvers. It’s easy to lose control of these time-consuming, frustrating, and error-prone processes. Typical planning and reporting processes depend heavily on IT to provide the necessary data. -
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VeeRa
VeeRa
VeeRa is a cloud-based financial planning and budget monitoring tool designed to help organizations manage, collaborate on, and analyze budgets within a centralized, secure environment. It enables all stakeholders, from CFOs to department and project managers, to work on budgets simultaneously, regardless of location or device, transforming budgeting into a collaborative process rather than a siloed task. It allows users to create, manage, and monitor budgets in one place, add comments and explanations to financial data, and track execution continuously with detailed analytics and scenario planning capabilities. It provides multiple reporting views that allow users to move seamlessly between high-level overviews and granular financial details, making it easier to understand performance and make informed decisions. VeeRa integrates with ERP systems such as SAP and Microsoft solutions without custom development, and supports data visualization through tools like Power BI. -
38
Fuel
Fuel Finance
Fuel is a financial department in the cloud for startups, especially ecommerce. We provide accounting, financial reporting, analysis, unit economics, projections, market analysis, and more to help business owners make good decisions. We combine a proprietary financial tech platform with finance and accounting professionals who analyze clients’ data and offer insights. Fuel combines the ever-evolving suite of proprietary software and a team of financial professionals to provide you with clean and precise cloud-hosted spreadsheets and graphs. Our goal is to make sure you don't spend time organizing data, and instead, spend it on making the right decisions for your business. Based on your historical data and future plans, we build two versions of forecast which show the band of future possibilities.Starting Price: $1199 per month -
39
eMoney
eMoney Advisor
Financial discussions don’t have to be difficult. Neither do the tech solutions that power them. At eMoney we’re committed to delivering innovative, planning-led solutions that power your business. Our comprehensive financial planning platform is built for the way you work and designed to scale to meet the growing needs of your firm. Whether you are an independent financial advisor or running a large enterprise effort, our integrated solutions help you meet the evolving needs of your clients—from basic to complex. eMoney is more than just world-class financial planning software. Whether it’s helping you convert prospects into clients, collaborate on financial plans, or manage the business, the eMoney platform is built for scale. All so you can spend more time doing what you do best: helping clients plan for the future. -
40
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. -
41
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 -
42
Kepion
Kepion
Plan your way with Kepion's CPM software. We are a cloud planning & analytics software company that caters to businesses of all sizes, including SMBs and large enterprises, and supports custom-built apps, as well as an end-to-end BI platform, web-based access, flexible integration, real-time calculations, and more. We help connect organizations' teams under a single view of their business performance, so they can make intelligent financial and operational decisions. Kepion's global offices and partners deliver rapid solutions for mid-size and enterprise customers. We empower them with real-time analytics, what-if scenario modeling, and the ability to model complex scenarios and forecast continuously with built-in smart intelligence. Check out our website if you are looking for business budgeting software, demand planning software, supply chain planning software, or workforce planning software. -
43
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. -
44
ClearFactr
ClearFactr
Spreadsheet software that drives better business decisions. Enhance your existing financial modeling process. Accelerate data integration via powerful APIs. Efficiently collaborate with teams of any size. -
45
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 -
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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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Exigyn
Exigyn
The best way to predict the future is to create it. Exigyn brings a financial analyst to your fingertips. Generate clinical trial scenarios, pressure-test cash runway, and still have time for dinner. Optimize trial costs by leveraging key KPIs like patient enrollment, site performance, and cost per patient. Adopt our multidimensional database for precise, detailed tracking, even down to individual vendor names. Instantly refine financial forecasts, budgets, department structures, project listings, charts of accounts, and spending, all with a single click. Streamline personnel forecasting, align headcount with clinical milestones, and optimize your organizational structure. With intuitive tools for tracking roles, salary bands, and projected hires, you can plan for the future with confidence. Our solution integrates real-time data, automating clinical accruals to save you valuable time and resources. -
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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. -
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OneStream
OneStream Software
Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application. -
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ProfitBase
ProfitBase
Establish seamless dataflows to gather data from multiple sources and business systems. Easily build driver-based models, based on your business, that can evolve as your company grows. Plan for contingencies to grasp the impact of events and decisions – within minutes. Work smoothly as a single team – create and manage work processes. Profitbase Planner gives you the capacity to focus on value creation. Spend less time gathering data and more time analyzing it. Analyze different scenarios, and get a better understanding of the financial impact of conceived situations on liquidity, profit and balance sheet. Get automatic generation of balance and liquidity when running scenario simulations. Return to a previous version at any time to backtrack assumptions. Test your business strategies and scenarios with various assumptions and business drivers.
