Alternatives to Infor F9
Compare Infor F9 alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Infor F9 in 2026. Compare features, ratings, user reviews, pricing, and more from Infor F9 competitors and alternatives in order to make an informed decision for your business.
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1
Budgyt
Budgyt
Budgyt replaces Excel without the learning curve. No broken formulas. No circular references. No #REF error panic before board meetings. It's built on a true database, so your formulas never break and every number traces back to source. Import your chart of accounts and actuals directly from your accounting system. Click any variance to drill down to vendor-level detail instantly. Run rolling reforecasts every month without rebuilding everything from scratch. The interface feels familiar because it works like Excel. Except it actually works. API connections mean you're up and running in hours, not the months other platforms require. Built for multi-department organizations that need real collaboration without emailing spreadsheets around. -
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
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. -
4
Vena
Vena Solutions
Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes. -
5
Analytics Edge
Analytics Edge
Generate professional custom reports on your own computer with Microsoft Excel. The Analytics Edge Add-in runs inside Excel to automate web analytics, SEO, PPC and email marketing reports. Features like quick queries, scheduled refresh, and wizard-based macros supplement Excel’s already powerful reporting capabilities. The simple automation add-in has connectors for popular services like Google Analytics, Facebook Ads and more. -
6
BarCodeWiz OnLabel
BarCodeWiz
Add barcodes to Microsoft Office with one click. Create a single barcode, pages of labels, or mail merge documents in Microsoft Word. Convert cells to barcodes or full sheets of labels directly in Excel. Easily create auto-incrementing barcodes. Add barcodes to your to your Access Reports. Choose from 23 types of barcodes, both linear (1D) and 2D. Compatible with all versions of MS Office from 2000 to 2016 and Windows 2000 to Windows 10. Create barcodes in any program supporting TrueType Fonts. Create single barcodes, pages of labels, or mail merge documents in Microsoft Word with the included add-in. Convert cells to barcodes or full sheets of labels directly in Excel using the included add-in. Create auto-updating barcodes by using Excel formulas. Add barcodes to your to your Access Reports. Add barcodes to Crystal Reports with the included User Function Library. Barcodes are created as text. Copy and paste to any document or program where text is supported.Starting Price: $149 one-time payment -
7
Melder
Melder
Melder is an AI-powered Excel add‑in that brings generative intelligence directly into spreadsheets, enabling users to upload documents and web data, then interact with them using intuitive AI formulas, all without leaving Excel. You can drop PDFs or other files into cells and use formulas to summarize, extract, classify, and analyze content; all outputs include clickable citations to source sentences for verification. Additionally, a sidebar chat assistant lets users ask questions or build workflows directly within the workbook. Melder excels at automating laborious tasks like extracting insights from data rooms, reviewing contracts by pinpointing key terms, streamlining market research through competitor website scraping, and synthesizing transcripts from interviews or calls, all with the power of Excel formulas and without switching tools. -
8
Limelight
Limelight Software
Get real-time planning, forecasting and reporting out of your ERP. Limelight is the next generation of Excel offering data integration, collaboration and control. Plan, analyze, and report, all in one place. By connecting your data and people in one place, Limelight increases communication, makes work visible and accelerates time to insight. Get your budgeting and forecasting done faster, more accurately, and with collaboration from all departments. With Limelight, you can view and analyze reports in real-time, drill down to transactional details and provide information via narratives that managers can easily understand and use to make informed decisions. Access the whole story with reports that combine narrative with beautifully visualized charts. Quickly understand the state of your financials and discover insights that can lead to profitability. -
9
DynamicDocs Excel Add-in
ADVICEment
The DynamicDocs Excel Add-in provides a quick and effective approach to create bespoke PDF documents directly from Excel. This is done via integration with the DynamicDocs API. The add-in enables Excel users to format data into JSON (JavaScript Object Notation). After that, the user can call the API using custom functions and buttons in the add-in ribbon. The successfully created documents are then downloaded into a user-specified folder.Starting Price: $49.00/month -
10
Aleph
Aleph
Aleph is an AI-native FP&A platform that integrates data consolidation, spreadsheets, dashboards, and automated intelligence to streamline finance workflows. It connects to 150+ systems (ERP, HRIS/ATS, CRM, databases) using no-code tools to sync data in real time, transform raw imported data via mapping, combining tables, applying logic/calculations, and storing metrics. You can use Aleph as a web-based system, with spreadsheet add-ins, so existing models are preserved but powered by cleaner live data. It offers dashboards and drill-downs to spot variances, run reporting and close routines quickly, do forecasting and budget planning, model scenarios, do headcount planning, and visualize/share metrics across teams. Security is built in (SOC 2 Type II), compliance features are present, and the product is designed to give value quickly; clients report being up and running and producing reports in days or weeks. -
11
LiveFlow
LiveFlow
Say goodbye to downloading the same reports every month. Now you can set up your reports once, and we’ll ensure they are always up-to-date. Simply swap the company on your template and build the same report for another client in seconds. Set up live reports and automatically have them refreshed without you doing a thing. Discover underlying variances and drill into your transactions directly in your Google Sheet. With LiveFlow, you can feed live data into your financial models. Import your data and write any formula on top of it. You can connect unlimited QuickBooks companies to LiveFlow. -
12
CData Excel Add-Ins
CData Software
CData Excel Add-Ins install right into Excel and empower anyone to instantly connect to live data from 200+ data sources — inside Excel. Quickly and conveniently get access to data from your accounting, CRM, ERP, sales, marketing, social media, SaaS, cloud, and database tools in Excel; even push changes from Excel right to your data — wherever it resides. Connect to live data from: - Quickbooks - Sage - Salesforce - HubSpot - Microsoft Dynamics 365 - MySQL - SQL Server - eTrade - And hundreds more The CData Excel Add-Ins simplify the way you read, write, and update live data from web and desktop applications. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more! The Add-Ins are powerful tools that provide: - Bi-directional access to live data - Easy-to-use, straightforward configuration - Quick data imports, exports, backups, and integrations. -
13
Drivetrain
Drivetrain
Plan collaboratively, identify bottlenecks and make confident decisions to achieve your targets. Connect your revenue, sales quota, marketing, finance, and hiring plans quickly and without errors. Use simple, business language formulas to compute shared metrics across geographies, market segments, channels, and more. Compare actuals against plans to identify which parts of your business are thriving or struggling. Get predictive alerts on potential deviations from the plan numbers and their impact. See the big picture by connecting and merging data across multiple sources. Customize financial reports and optimize costs, revenue & profits with best-in-class visualizations. Get complete visibility into business performance with multi-data source consolidation—from ERP, CRM and billing systems to databases, Excel & CSV. -
14
S&Q Capital IQ Pro
S&P Global
Uncover relevant insights, faster. Use our real-time market monitoring dashboard, data visualization tools, and search capabilities to separate the immaterial from the invaluable. Dive deep into company data and enjoy constant updates to its quantity and quality. Seamlessly power your proprietary models and streamline presentations with our easy-to-use Excel add-in and suite of Office Tools. Access a library of hundreds of ready-to-use models and templates, or partner with our support analysts to build your own. Integrate data from Excel to PowerPoint or Word with fewer errors and refresh formulas in Excel with just one click. Instantly find information across companies, news, documents, research, transcripts and investor presentations with our smart search tool. Drill down to the data you need using custom formulas and filters. The new and improved document viewer incorporates AI-based search to speed up your discoverability process for text-based insights. -
15
Financial Advisor for Excel
Jabsoft
Financial Advisor for Excel is an add-in software for Microsoft® Excel®. It has 74 financial calculators that will simplify basic financial calculations, saving you time and effort. These calculators can work for all sorts of different evaluations for cash flows, loans, investments, future values, rates of return, financial analyses and personal finances. You only need to enter the data as required and the calculators automatically give you the results. Before pressing the button OPEN , the checklist must be uncheked, in this way we are telling Windows that this file is secure so that the window will not be displayed again for this action.Starting Price: $44.90 one-time payment -
16
Valid Value
Valid Value
Valid Value offers valuation tools for business valuation professionals. Users comprise a wide spectrum of professionals, from valuators, accountants and consultants to investment managers and financial directors. The advanced Excel models offer a unique combination of standardized calculation with maximum flexibility to analyse, forecast and determine the value of a business. All relevant valuation methods, like DCF WACC, DCF APV and multiples, in one model. The models link to databasexs with support data that is relevant to a valuation, like beta’s and multiples. Easily create valuation reports in PowerPoint or Word based on the valuation models using an add-in. The standard report Valid Value supplies provides a solid basis for every valuation but it is also possible to link the model to your own report format. The link between Excel and PowerPoint/Word is dynamic and changes in the Excel model can be implemented in the reports in Word or PowerPoint with a push of a button.Starting Price: €150/€ 100/€ 50 p.m 1/2/other -
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Excel-to-Word Document Automation
AnalysisPlace
The Excel-to-Word Document Automation Add-in automates updating of Excel-based content into Word and PowerPoint documents. Updatable content includes text, lists, tables, images, and charts. It also makes it easy to link/map the “dynamic” content to be updated. Update any new or existing Word or PowerPoint document with content from any new or existing Excel workbook. Update recurring reports and documents that need to be customized/personalized multiple times. Use your workbooks and your documents as templates -- any Word or PowerPoint document "linked" to the workbook using the core add-in can be used as a template The add-in makes it easy to link, test, upload, and manage document templates and associated Excel-based tools. -
18
Excel Price Feed
Coderun Technologies
Live market data in your Excel spreadsheet. Excel Price Feed is an Add-in which includes 100+ new Excel formulas for live, historical and fundamental market data. Markets include stocks, stock indices, stock options, mutual funds, forex, commodities and cryptocurrencies. Real-time data for NYSE and NASDAQ, delayed data for other exchanges (Europe, Asia, Americas and Australia). Data is sourced from Yahoo Finance and IG Index / IG Markets.Starting Price: $10 per user per month -
19
ExcelAnalyzer
Spreadsheetsoftware
Check the ExcelAnalyzer features to see how to locate and fix all issues in just a few clicks. ExcelAnalyzer highlights all Unique Formulas which allows the user to quickly see how the worksheet was built and makes it very simple to identify inconsistencies when formulas are different from each other. In this example the green highlighted formulas in cells F7-G7 don’t add up all rows above and should be fixed. ExcelAnalyzer’s Formula report lists all unique formulas and helps in detecting inconsistent formulas and it contains a link to easily navigate and correct the issues in formulas. ExcelAnalyzer uses a colour-coding method to make each formula easier to read. ExcelAnalyzer uses a colour-coding method to make each formula easier to read. Combines powerful error detection with investigative capabilities to comprehensively analyze spreadsheets. ExcelAnalyzer reduces material errors and possible fraud. It identifies errors and risks with great accuracy in seconds. -
20
Chartrics
Margasoft Corp.
Chartrics, developed by Margasoft Corp., is a data analysis and reporting software that automates PowerPoint, turning live data into always up-to-date presentations. It is the all-in-one PowerPoint add-in that automates reporting workflows for Research, Finance, Strategy, and Competitive Intelligence teams. From earnings summaries and QBR decks tomarket research and KPI dashboards, Chartrics (formerly DataPlay) eliminates repetitive tasks, reduces errors, and links your Excel data to PowerPoint – all in a single click. Chartrics is the only AI-powered Excel-PowerPoint add-in purpose-built to automate recurring reporting workflows. Unlike BI platforms or static plugins, Chartrics keeps analysts, strategists, and researchers working directly inside Microsoft Excel and PowerPoint - the tools they already know and rely on - while removing the manual, error-prone steps that slow reporting cycles.Starting Price: $99/month/user -
21
DrillPoint Reports
Capital Business Solutions
With an easy-to-use interface, DrillPoint Reports offers you the scalability to create simple or complex financial reports, all integrated with your MIP Fund Accounting™ software. DrillPoint Reports allows you to easily access your financial data within Microsoft Excel® and create presentation-quality financial statements using a familiar, user-friendly spreadsheet application. Creating any number of pre-formatted financial statement templates, DrillPoint Reports enables you to produce custom, high-quality financial statements for delivery to your board and external advisors. In addition, DrillPoint Reports allows you to manipulate your data, add formulas, graphs, and other more advanced Excel features to maximize the value of the information you’re presenting to others. -
22
Office Pragmatics
Office Pragmatics
Purpose built add-in for Microsoft Excel, PowerPoint, and Word, enabling finance professionals to build more robust models, deliver cleaner decks, turn fewer comments, and reclaim valuable time.Starting Price: $10.99 -
23
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 -
24
CDXStreamer
CDX Technologies
CDXStreamer is a suite of online tools and Excel apps to verify and correct address lists, add ZIP+4 Codes, or provide location analytics Your CDXStreamer account can be used to access our web-based bulk address correction and Zip+4 lookup tool and zip code demographics batch report tool. Additional online tools are available to process demographics by radius or by state and county. We also offer web-based tools with the ability to calculate the driving distance between US or Canada postal codes or between worldwide addresses. With our Excel add-in for address correction, there's no need to copy and paste from another software application. You can access the CDXStreamer toolbar in Excel or right-click anywhere in your spreadsheet. And you can easily update data with CDXStreamer custom formulas. An address verification template is also available to streamline the processing of long lists in Excel.Starting Price: $5 per month -
25
UNISTAT
UNISTAT
Best-practice statistical data analysis in Microsoft Excel is difficult with existing add-ins and other software tools. UNISTAT is different, adding the power and accuracy of a full-featured statistical package to your existing analysis and visualization workflow. Using UNISTAT as Excel addin is easy. All you need to do is select a block of data and then select a procedure from the UNISTAT menus. UNISTAT’s procedure dialogues are intuitive to use and you will not feel as if you are dealing with another program. Using UNISTAT as Excel addin is easy. All you need to do is select a block of data and then select a procedure from the UNISTAT menus. UNISTAT’s procedure dialogues are intuitive to use and you will not feel as if you are dealing with another program.Starting Price: $995 one-time payment -
26
DataCycle Reporting
ApeSoft
DataCycle Reporting is an easy-to-use, Excel-based reporting solution. It saves hours of wasted effort by automating many activities associated with manual Excel reporting. End-user reporting is easy with the built-in query wizard and report designer. It automatically extracts data from databases and accounting and ERP systems and then formats this information into graphically rich, pixel-perfect Excel reports. The built-in work planner automates report and alert generation and delivery via email or Web. The DataCycle Reporting software platform is an Excel automation solution that provides a full range of reports, from detailed operational reports for department heads to visually rich dashboard solutions for executives and decision-makers. End-users of DataCycle Reporting only need Excel. There is no software to install on the end-user computer - not even any Excel add-ins. And, there are no per-user fees. -
27
SAC Planning
Clariba
Multiple source information consolidation. To form a different company area to analyze and be able to budget and plan is a challenge for the finance team of any corporation that doesn't have the correct tools. SAC Planning Solutions is a SAP data analytics solution designed to help finance and planning areas to data collect and analyze with the propose of getting the best budget planning strategy. Easy to use, 100% cloud and intuitive interface. Excel layout for loading information. Reporting for deviation analysis and budgeting (real and historical information). Friendly modeling and simulations. Unified planning and analysis in a single interface. Automatic or manual collection of information, reducing maintenance and providing data integrity. Independent users in terms of loading their information, modelling, reporting and processes. Business processes guided by business process flows, which allows to configure and define each milestone. -
28
ACE4J
ACE4J
The Adaptive Calculation Engine for Java ACE4J provides a reliable platform for converting Excel-based applications into web applications at a low cost, efficiently, and with guaranteed easy maintenance and support in the future. At the same time ACE4J is a modern formula language based on a robust and efficient calculation engine, that is capable of evaluating complex Excel formulas. Thus it is also a great tool for new Java based Web applications that require heavy calculations. The Adaptive Calculation Engine (ACE4J) is a Java API used to evaluate the formulas written in Microsoft Excel style. This engine provides the most popular Microsoft Excel functions which are frequently encountered in applications that require heavy calculations. The number of available formulas and features increases with every Adaptive Calculation Engine release based on feedback from our customers. Adaptive Calculation Engine is capable of evaluating thousands of formulas within seconds.Starting Price: $2,999 one-time payment -
29
Prophix
Prophix Software
Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes. -
30
What-if Analysis Manager
Jabsoft
What-if Analysis Manager is an add-in software for Microsoft® Excel® with which you can analyze the data in your spreadsheets, in an automatic, fast and intuitive manner. Based on feedback from our users, we have made important changes compared with former versions. As a result, you will have to re-create with this version the models you created with former versions. We thank you for your understanding, as this will happen only this time and will not happen again in the future. First of all, you have to add inputs and outputs with the Manage Inputs and Manage Outputs tools. Then you can use any of the other tools.Starting Price: $69.95/one-time/user -
31
GRID
GRID
GRID combines the power of spreadsheets and text editors into a single product that will transform the way your team works with numbers. Start by connecting a spreadsheets or other data source to GRID. We play nicely with Google Sheets, Excel, Notion databases, and Airtable bases. Get off to a quick start with our in-built spreadsheet editor, GRID Sheets. Add display & interaction elements to your GRID doc. Then pull data from one or more sources to build dynamic dashboards, sales calculators, or interactive reports. The AI Formula Assistant is powered by OpenAI technology. The formulas it provides are suggestions based on the information you enter and the AI’s best guess for the appropriate formula. While these are usually correct, you should always double-check your results.Starting Price: $29 per user per month -
32
Log-hub Supply Chain Apps
Log-hub
Install the Supply Chain Add-in to extend Microsoft Excel with intelligent analytics functionalities to optimize your Supply Chain performance and realize cost savings. Get & Transform is the brand new data integration functionality in Excel. It has never been easier to connect, prepare and combine different data sources on a graphical user interface. Build sustainable end to end analytics workflows in Excel. Create the input for Supply Chain Apps with automated data pipelines. If the raw data is changed, the pipelines are refreshed, automatically.Starting Price: $429 per month -
33
BiCXO
BiCXO
BiCXO is an AI-driven finance transformation platform powered by its intelligent consultant, MiWa, which helps finance teams shift from backward-looking reporting to forward-focused strategic decision-making. The system automates repetitive finance tasks, analyzes operational performance, and provides data-backed recommendations for business strategy, forecasting, and KPI alignment. MiWa uses advanced reasoning to uncover hidden patterns, explain financial fluctuations, and evaluate cause-effect relationships across business variables. It supports key finance functions including FP&A reporting, consolidation, reconciliation, AR/AP management, treasury workflows, and planning. With real-time insights, role-based access, and secure data architecture, BiCXO enables organizations to streamline financial processes and improve accuracy. The platform helps teams make smarter, faster, and more confident decisions across strategy, operations, and financial performance.Starting Price: $300 for unlimited users -
34
CDXGeoData
CDX Technologies
While our other software programs require a Windows-based version of Microsoft Excel, CDXGeoData provides access to location analytics from Windows, Linux, MAC OS and other platforms. Functions available include address correction, zip code lookup by address, geocoding, routing, radius analysis and many others. Use our free Excel add-in and pre-developed spreadsheet apps or roll your own application. CDXGeoData functions can also be accessed through a powerful Excel add-in that works in both Windows and MAC OS environments. No additional software needs to be installed - you just need an internet connection. Custom templates can also be developed in Excel and other platforms without worrying about licensing for additional users. You just manage the requests made to the service, not the number of users. -
35
OfficeReports
OfficeReports
OfficeReports is a Microsoft Office add-in suite that automates survey data analysis and reporting workflows inside Excel and PowerPoint. It enables market researchers, consumer insights teams, and consultancies to transform raw or aggregated data into branded, presentation-ready reports without manual copy-paste. - Calculo performs advanced crosstab analysis, significance testing, filtering, and weighting directly in Excel. - Presento automates the creation of PowerPoint slides from structured crosstabs, with features like table resizing, significance icons, and logo-based text replacement. - Intelligo combines analysis and reporting for recurring studies with live data links and one-click updates. OfficeReports integrates with SPSS, SurveyMonkey, Qualtrics, and more, providing a scalable solution for consistent, error-free reporting in market research.Starting Price: $108 per month -
36
Calcapp
Neosupport AB
Forget error-prone Excel calculators and build apps instead. Imagine a cloud-based app designer enabling you to create apps without having to do any programming. Connect Excel-like formulas—with support for close to 400 functions—to the fields of your app. Formulas can also be used to determine if a field should be visible, what recipients a report should be sent to and whether a button should be grayed-out. They can also be used to flag possibly erroneous values. Design your app graphically using our easy-to-use DIY tool. Use the live preview to test your app and then publish it at the press of a button. Apps can run through any web browser, so they don't need to be installed by your IT department. Use validation to flag potentially invalid input or results, ensuring that errors are caught early.Starting Price: $9 per month -
37
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. -
38
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. -
39
Astuity BPM
Brilliant Idea Software
Astuity BPM by Brilliant Idea Software is the most comprehensive planning, consolidations, budgeting, and financial reporting software on the market. As a Microsoft-centered application, Astuity BPM can be self-hosted, made to work through a cloud services provider, or over the web. With Astuity BPM, you can simplify data collection using its Excel add-in or via flexible data entry screens. As the leading performance management solution, Astuity BPM offers a comprehensive planning functionality along with powerful financial reporting, consolidation, and analytical capabilities.Starting Price: $15000.00/one-time -
40
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 -
41
Pine AI
PINEXL Ltd.
Pine AI is an Excel add-in which utilizes Open AI's ChatGPT to bring the power of AI to your workbooks. - Never again spend your day looking for the right formula or VBA code. Simply explain what you need and Pine AI will give you the solution. - Pine AI can also help you analyze a set of data straight from your workbook. It can understand it and suggest appropriate actions. - Pine AI can help you automate manual tasks. Even if you're no VBA expert, you can still ask Pine BI to generate a code that will save manual work, and then run it, without ever going to the Developer tab! AI is here to stay and we're excited to be able to bring it to your Excel workbooks wit Pine AI! No complicated User Interface, no coding required, no additional downloads, nothing to install. The only thing you need is a Windows computer with Excel 2007 or newer, able to connect to the Internet.Starting Price: $9.90/month/user -
42
Acterys
FP&A Software
Acterys is an integrated platform for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) integrated with Microsoft Azure, Power BI and Excel. Automate the integration of all your relevant data sources with connectors to a variety of ERP/ accounting / Saas solutions and run all CPM processes on a single platform based on market leading SQL Server technologies (Azure & on-premise) Profit form ready made, fully configurable application templates for all aspects of planning, forecasting and consolidation. Business users can implement FP&A and CPM processes exactly to their needs, natively integrated with your day to day productivity solutions.Starting Price: $55.00/month/user -
43
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. -
44
ModelMonkey
ModelMonkey
ModelMonkey is an AI-powered spreadsheet assistant that integrates directly into Google Sheets and Microsoft Excel to help you analyze data, write and update formulas, build financial models, clean and automate workflows, and generate insights without manual formula writing or coding. You interact with your spreadsheet using plain-English commands while ModelMonkey reads your sheet’s structure, understands relationships and data flow, plans changes, shows what it will do for review, and then applies edits with explanations and one-click undo, avoiding black-box automation. It is powered by Claude Sonnet 4.5 and supports tasks like complex financial modeling (three-statement models, DCFs), trend analysis, data cleaning, integration with external data sources (including PostgreSQL), and dynamic formula generation, all with enterprise-grade encryption and zero data retention.Starting Price: $20 per month -
45
Rate My Excel
Rate My Excel
Fully automated. Real-world skills testing. Finally, you don’t need to be an Excel expert to hire one. Select an assessment that fits your job description. Assessments test Excel proficiency across multiple categories and include a short practical exercise. Use the admin dashboard to invite your candidates and check progress with the click of a button. Quickly compare results with our built-in report: see scores by category, view candidate workbooks and see individual question performance all in one place. Tests for expert-level skills including complex formulas, Power Query, macro best practices and advanced pivot table features. Top Excel functions around data manipulation, analysis and summary including pivot tables and VLOOKUPS. Focuses on intermediate Excel skills and building a financial model around evaluating an investment opportunityStarting Price: $49 one-time fee -
46
Hypergene
Hypergene
Hypergene is a cloud‑based planning and performance management platform that unifies strategic planning, budgeting & forecasting, analysis & insights, performance reporting, and KPI tracking within a single intuitive interface. Organizations can digitize strategic and business planning processes, streamline budget and forecast workflows with built‑in quality‑assurance features, and deliver advanced analysis and collaboration tools to ensure the right information reaches the right people. With self‑service KPI tracking and automated recurring reports, teams reduce manual effort and gain real‑time visibility into performance. Hypergene also provides comprehensive project and portfolio management to align strategic initiatives with business objectives, along with Agile and dynamic software that adapts to fast‑moving market conditions. Built on a secure, cloud‑based architecture with world‑class data quality and seamless integrations. -
47
PoolTemplates Pro-Suite
PoolTemplates
Our swimming pool design software add-ins will help design & estimate custom pool projects using your Excel and other popular programs. You will have a fast, easy-to-use, accurate, and affordable way to design & estimate custom pool projects in 1D and virtual 3D. Create complete 3D/1D pool & backyard designs, estimates, proposals, job schedules using Excel. Draw custom sales & construction plans with Instant 3D, 2D Plans, & movies! Estimate pool projects in minutes! Design any type of pool or project. Customizable forms, formulas, and materials, add Landscaping & water features. Imports plot plans, Google Earth maps and convert any scale (and hand drawings!) Create Layout, plumbing & electrical plan, customize all forms and prices in Excel, and instantly calculate and estimates all areas and costs for builds and remodels! Imports plot plans & survey, free Google Earth Maps, Oculus Rift 3D goggles compatible!Starting Price: $495 one-time payment -
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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. -
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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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Velixo
Velixo
Velixo is an Excel-based, API-powered tool that delivers real-time ERP reporting, budgeting, planning, automation, analysis, and data push capabilities, all without compromising governance or formatting. It enables self-service reporting directly in Excel, empowering finance and operations teams to take ownership of their work and reclaim time. Velixo connects bi-directionally to your cloud ERP and Microsoft 365, supporting live data extraction, dynamic report creation, and single-click writeback of budgets, journal entries, project forecasts, or any ERP records. Its Smart-Refresh engine optimizes performance with in-memory caching and incremental updates. Accelerator functions tailored for ERP make report creation intuitive, while multi-company, multi-currency, and multi-tenant consolidation is seamless. Users benefit from smart drill-down capabilities that allow in-Excel exploration of underlying transactions or direct navigation back to ERP documents.
