Alternatives to PathQuest BI
Compare PathQuest BI alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to PathQuest BI in 2026. Compare features, ratings, user reviews, pricing, and more from PathQuest BI competitors and alternatives in order to make an informed decision for your business.
-
1
Sage Intacct
Sage Intacct
Sage Intacct is a premier cloud-based financial management software designed for growing businesses. It offers comprehensive features including core financials, accounts payable and receivable, cash management, and multi-entity consolidations. Sage Intacct's advanced modules cater to complex financial needs, ensuring scalability as your business grows. The software integrates seamlessly with other business applications, providing real-time financial and operational insights. Its user-friendly interface and customizable dashboards empower your team to adapt quickly and make data-driven decisions. Sage Intacct's robust reporting capabilities and automation of key financial processes help improve accuracy, efficiency, and compliance. Trusted by thousands of organizations, Sage Intacct streamlines financial operations, enhances visibility, and drives business growth. With award-winning customer support and continuous innovation, Sage Intacct is your partner. -
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
FinAlyzer
Beyond Square Solutions
FinAlyzer®, a unified digital platform for financial consolidation, financial close, analytics, and management reporting, acts as a catalyst for CFO reporting in multi-entity organizations, covering integrated group reporting, legal reporting, management consolidation & segment-wise profitability reporting. FinAlyzer effortlessly converts financial data to actionable insights with decision analytics, KPI’s, insights, predictive forecasting, and benchmarks. Its no code fully configurable with of the box accounting taxonomy for IFRS, Ind AS, US GAAP, IRDAI & MIS. FinAlyzer is all in one corporate performance management platform that brings together your financial and operational data seamlessly that frees time for report preparation and helps teams focus their time on analysis and better decision making. FinAlyzer is high-performance BI and CPM solution. -
4
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. -
5
Tipalti
Tipalti
The only solution to automate your end-to-end payables process. Automate your full accounts payable, global payouts, procurement and employee expense processes with Tipalti and eliminate 80% of your manual workload. Tiplati enables you to onboard suppliers, partners and freelancers with ease, streamline PO generation, accelerate approvals, eliminate invoice entry and make fast global payments to 190 countries in local currency. Also includes global tax compliance, 2 & 3 way PO matching, multi-entity support, and instant reconciliation with ERP integrations that include NetSuite, Xero, Quickbooks and Sage Intacct.Starting Price: $129 USD, £119 GBP, €129 EUR -
6
Qvinci
Qvinci
Qvinci is a global leader in financial reporting technology. Our patented software works with QuickBooks®, Xero®, MYOB® and Excel® to provide you with insightful reporting and game-changing analysis. Set-up is quick and easy. Impact is immediate. Qvinci was founded on a simple idea: Provide the accounting, franchising and multi-unit markets with cost-effective, ERP-like solutions that deliver financial data consolidation, automated reporting, workflow management and advanced business intelligence through the cloud. Today, Qvinci’s industry-leading solutions empower users with actionable data that leads to increased operational efficiencies, deeper financial insights and greater profits. The capabilities found in Qvinci integrate with QuickBooks, Xero, MYOB and Excel to ensure users have access to the most up-to-date and accurate financial data possible. -
7
Joiin
Joiin
Joiin is a software platform to automate consolidation of financial, sales and KPI data to create great-looking reports quickly and seamlessly. Works with Xero, QuickBooks, Sage & spreadsheets. With Joiin, you can manage multi-entity and multi-currency group consolidations with ease. Both off the shelf and custom reporting allows you to create bespoke consolidated reports and download for management reporting packs, at the touch of a button.Starting Price: $16 per month -
8
Calxa
Calxa
Make your management reports easier and create better, more accurate and professional-looking insights. Accurate information in a readable, understandable format is the foundation of good decision-making. Calxa works with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero and QuickBooks Online. Follow the simple steps to link once and then schedule updates monthly, weekly or daily, depending on your needs. Bring in existing budgets from your accounting system or import them from a spreadsheet. If you’re starting from scratch, use the Budget Factory Wizard to create a quick first draft and then the sophisticated Budget Builder to fine-tune and manage in detail. Start with a pre-built Report Bundle Kit to get the flavor of the most popular reports. Use a workflow to schedule delivery at a time and frequency of your choice. Now select your reports from the library, batch them and automate their delivery.Starting Price: $30 per month -
9
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 -
10
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 -
11
Spotlight Reporting
Spotlight Reporting
Spotlight Reporting is an all-in-one platform for financial reporting, forecasting, and KPI tracking. Perfect for presenting to the business, the bank, or the board. Spotlight Dashboard delivers a high-level overview of your financial position in one insightful page. Focus on the metrics that matter to you. Whether you're new to advisory or an advisory veteran, we have the insights you need to take your services to the next level. From Enterprise firms to Not-for-Profits, our customers use our reporting and forecasting tools to create better business outcomes. Upload data from your preferred bookkeeping software and create your first report in just a few clicks. Spotlight Reporting offers reliable and flexible reporting and forecasting options, backed by a responsive Customer Success team. See for yourself with a free 28-day trial. Xero, Quickbooks, MYOB, Sage 50, Google Analytics, Excel, etc.Starting Price: $24.99 per month -
12
G-Accon
G-Accon
Unlock superior financial management and soar in operational efficiency. Our users report incredible time savings of up to 40 hours monthly. Trust in G-Accon to save you thousands in costs with its cutting-edge capabilities. Pull data from Xero, QuickBooks, and FreshBooks into Google spreadsheets, make changes, and then effortlessly sync them back. Eliminate the tediousness of manual data handling, ensuring your records are always up-to-date. Harness the power of live financial data analytics tailored for finance professionals. G-Accon's state-of-the-art analytics tools allow CFOs and accountants to make informed decisions faster. Let G-Accon handle the heavy lifting. Our suite of automation tools is designed specifically for finance professionals, helping to reduce manual tasks and repetitive workflows. Say goodbye to the complications of CSV files. G-Accon enables users to create, update, or delete financial records directly from Google Sheets.Starting Price: $60 per month -
13
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 -
14
Financial Statement Analysis
App4Finance
Financial Statement Analysis is a software application designed for companies who adopt the IFRS and GAAP accounting standards. This provides an in-depth performance evaluation of the business through a screening of the last available financial reports. Upon entering the company’s IFRS financial data (from Statement of Financial Position and Income Statement), the system assesses the business’ Profitability, Solvency, Capital Structure and Liquidity, generating a financial report complete with ratios, charts, graphs, and comments discussing the company’s performance and the related rating score. The system, through complex business intelligence algorithms, generates automatic comments discussing the company’s performance and rating. The report can be downloaded on your own device and edited according to your needs. The report can be downloaded in: Word file, Excel spreadsheet and PDF.Starting Price: $21 per user per month -
15
Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
16
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 -
17
TCM
TCM Infosys
TCM provides a powerful database and tools for the most complex budgeting and forecasting, financial consolidation and management reporting and analysis. TCM’s integrated functionality provides an easy-to-use solution to give you a complete picture of the organization, allowing you to view and analyze it from a variety of perspectives. TCM removes the limitations on your spreadsheets and provides a powerful predictive analysis function that allows you to run limitless “what if” scenarios to vastly improve your corporate information, decision-making and performance management. TCM enterprise performance management solutions have been designed so that they are completely scalable and can be customized to meet your needs. No programming is required. TCM solutions are designed by business and financial experts, created with OLAP technology. TCM's solutions are genuinely flexible enabling you to respond to changes quickly and effectively, minimizing reliance on IT. -
18
Aqilla
Aqilla
Aqilla is a mid-market, “designed for Cloud”, Accounting / Postmodern ERP solution that sits above the well-known entry level SME products such as Xero, Quickbooks and Sage. It has the capabilities of products like SunSystems (Infor FMS), SAP Business One, Netsuite, Microsoft Dynamics, Intacct and many others but at a fraction of the complexity and cost. A financial platform that integrates with the rest of the business thanks to the inclusion of API’s and plugins as standard. Quickly and easily access and analyze financial data. Beautifully crafted reports and dashboards are available to all. Full accrual-based accounting, extensive budgeting, forecast and commitment control features combined with an enterprise-class, robust general ledger system that includes full workflow approval and data audit features make it an attractive choice for commercial and governmental organizations wishing to deliver faster business benefits and reduce cost.Starting Price: $80 per user per month -
19
Talentia CPM
Talentia Software
Talentia Corporate Performance Management (CPM) is a global platform for real time financial reporting, business analysis, budgeting process, forecasting, consolidation & close. Talentia CPM makes information more reliable, increases team productivity and improves decision-making processes. A comprehensive platform to clearly pilot corporate performance: Budgeting, forecasting & rolling forecasting, Management Reporting, Multi-standard Statutory Consolidation, Financial Reporting and Intra-Group Reconciliation. Beneficiate from a complete consolidation and close software allowing multi-standard statutory consolidation, portfolio management and Intragroup reconciliation. From a single repository, analyze performance, reduce delays, make financial communication more reliable and consolidate in compliance with regulatory requirements. -
20
Investment Metrics
Investment Metrics
Investment Metrics is a global leading provider of portfolio analytics, reporting, and data that helps institutional investors and advisors achieve better financial outcomes, grow assets, and retain clients with clear investment insights. Our solutions drive insights across 20K+ institutional asset pools, 28K+ funds, 900K+ portfolios, representing $14T+ in AUA. With over 400 clients across 30 countries and industry-leading solutions in institutional portfolio analytics and reporting, factor and ESG analysis, and manager research/competitor analysis, we bring insights, transparency, and competitive advantage to help institutional investors and advisors achieve better financial outcomes. -
21
Maus
Maus Software
A complete set of financial analysis and strategic planning tools that create a clear path to growth. The best strategies are informed by a single source of truth about your business. If you're manually flipping between platforms to get financial data to inform your strategy, not only are you doing more work than necessary, you’re not seeing the whole picture. Maus is a complete suite of business planning and financial analysis tools that help make the big picture obvious. When you’re working with a single source of truth for data in your business, you can create strategies that are focused on specific data that inform actionable insights. Create a unified vision for your business that drives future initiatives towards success. Create detailed plans that explore the next 5 years of your business and showcase how you can grow. Maus lets you create business plans, run business analyses to discover areas for growth, and make connections that lead you in exciting new directions.Starting Price: $99/month -
22
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. -
23
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. -
24
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 -
25
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 -
26
Finergia
Finergia
The first online financial planner in the market. Forget about using Excel to make budgets or forecasts, simulate different scenarios, and improve your reliability with our SaaS. Easily simulate different scenarios and make the best decisions for the health of your company. You will be able to generate forecasts for a given year to determine where you want to go and how to evolve. You will get all the information you need with just a click, when and where you need it. Automates all financial management thanks to integration with accounting ERPs. Upload the data to our platform and start obtaining all the information about your company together with the analyzes and reports on the economic state of your company. You will be able to analyze and verify quickly and effectively the current state of your company thanks to the financial report that our SaaS generates automatically. In a few steps, you will generate your ideal budget easily and easily, automatically. -
27
ProfitCents
ProfitCents
Help clients generate more cash. Financial analysis reports for better client relationships. This suite of reports allows you to choose the automated financial analysis report that's most effective for your current or prospective client and best for your consulting engagements. Use industry data reports to build value with prospective clients. Identify industries to target. Use easy-to-generate reports to grow consulting revenue. Visualize a business' financial performance over time, showing strengths and weaknesses. Benchmark businesses with the largest database of real-time, private-company financial data. ProfitCents aggregates financial statements from accounting firms, banks, and credit unions through a cooperative data model. Advisors use the narrative report with clients to provide them with a deeper understanding of their financial health. The narrative report turns financial statements into a plain language narrative text that accountants use to help their clients. -
28
Juris Analyst
Juris Technologies
Juris Analyst is a financial evaluation system for businesses that simulates, evaluates, and forecasts your clients’ financial health and their repayment ability. Its intelligent financial evaluation system analyses a company’s financial position over the desired period – past, present, or future. Juris Analyst is a robust-yet-simple, web-based financial analysis system. By entering your financial statement into the system, (balance sheet and income statement), you are able to obtain a wide array of financial analysis reports such as ratios, cash flow statement, cash conversion cycle, debt service ability, and much more. The system is designed in such a way where any user, regardless of their proficiency in financials, will be able to use the system with ease. Fully web-based for easy deployment and low maintenance costs. Users can also access the system from all around the globe. -
29
Coreloops
GigBridge
Coreloops is an AI-powered construction financial management software that helps contractors take control of project costs and increase profitability. Designed to eliminate spreadsheet chaos, Coreloops automates cost tracking, budgeting, and reporting in real time. It centralizes quotes, invoices, approvals, and financial reports so every team member works from the same, accurate data. The platform highlights overspending early, enabling smarter financial decisions that protect margins. By integrating seamlessly with accounting tools like Xero, QuickBooks, Sage, and Outlook, Coreloops ensures a smooth two-way sync for financial workflows. Built for modern construction teams, it turns financial data into actionable commercial insights. -
30
SlickAccount
SlickAccount
SlickAccount's ProfitBoard is a simple, modern and powerful financial analytics, cash flow and profitability suite for entrepreneurs. Analyze anything and everything about your business with ease. Marketing channel performance, ads performance, project-wise profit everything. Do everything with ease, from simple income expense category wise budgeting to complex ones like budgets on travel expenses for sales employees. -
31
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. -
32
gini
gini
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day. -
33
Asset-Map
Asset-Map
We combine design thinking and personal finance to display a client’s complete financial picture with clarity. Asset-Map is an award-winning financial tech start-up based in Philadelphia, PA. Over 1 million people are using Asset-Map with their advisors to gain financial clarity. What’s more, we have over $1.4 trillion financial instruments mapped in Asset-Map. An Asset-Map report visually organizes all of a household’s finances in a clear graphical layout, allowing Advisors to apply their professional insight in real-time. Define a household’s most important financial priorities and track their progress with interactive Target-Maps. Intuitively search and filter an entire advisory practice by staying on top of households that need attention unlike ever before. Schedule a demo today and join the thousands of financial advisors helping their clients see the full financial picture to make better decisions.Starting Price: $94 per month -
34
Emburse Tallie
Emburse
Emburse brings together some of the world’s most powerful and trusted financial automation solutions. As part of our product portfolio, Emburse Tallie carries a promise to humanize work while delivering expense management solutions for small organizations and their accountants. The people at Tallie believe small businesses deserve expense software that is ridiculously easy to use, takes limited time out of the workday to manage, eliminates accounting mistakes and can be implemented rapidly. Tallie is designed to integrate seamlessly with your core accounting system, whether it's Xero, QuickBooks, Sage Intacct or NetSuite. Plus, Tallie's unique partnership with Bill.com ensures your financial software systems are always working together to ensure your payments are made on time. As part of the Emburse company, we deliver our customers the same underlying data automation that powers the world's largest businesses at a fraction of the price.Starting Price: $50/month -
35
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. -
36
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. -
37
Quantera.ai
Quantera.ai
Quantera.ai is an AI-powered financial research platform that automates equity analysis and generates verified, data-driven insights from official filings and large datasets to help users work faster and make better investment decisions. It is built to accelerate workflows for investment banks, private equity firms, management consultants, analysts, and asset managers by using autonomous AI agents to extract, analyze, and summarize complex financial data such as balance sheets, income statements, and earnings reports, all within a unified interface, significantly reducing the time needed to generate initial reports and identify trends, risks, and opportunities. It processes official documents and structured data quickly, provides comprehensive company metrics, supports competitive market analysis, and offers tools for trend mapping and deal investigation, preserving relationships between data points and maintaining full citation traceability for quality assurance and compliance. -
38
Online Check Writer
OnlineCheckWriter.com – Powered by Zil Money
Take advantage of Overnight Check Mailing with Tracking for secure payments: simply create your checks, click send, and OnlineCheckWriter.com – Powered by Zil Money will print and mail your checks via FedEx overnight. Users can design, customize, and print checks using a regular printer on blank stock paper, saving up to 80% on costs. Checks can be printed at home and mailed to payees with mailing services starting at $1.25. The platform also enables payments via ACH, checks, and wire transfers. In addition, OnlineCheckWriter.com supports secure international payments and offers easy expense control with virtual cards. OnlineCheckWriter.com – Powered by Zil Money integrates with leading accounting platforms to automate bookkeeping and streamline financial operations. Supported integrations include QuickBooks (QuickBooks Silver Tier Partner), Xero, Zoho Books, Sage Intacct, NetSuite, and FreshBooks, allowing businesses to manage payments and reconcile accounts efficiently.Starting Price: $0/month -
39
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 -
40
ProperSoft
ProperSoft Inc.
Need to import transactions, but the format is not supported by your accounting software? Try ProperSoft converters and make your transaction files importable. Import transactions from your bank into QuickBooks (PC/Mac/Online), Quicken, Xero, Excel/CSV, Sage (50/One), Wave Accounting, ZarMoney, MS Money, REACT, MYOB and others. Supported ( to and from ) CSV/Excel/TXT, PDF (text or scanned), QIF/QMTF, QFX, QBO, IIF, OFX, MT940/STA. Reconcile, track expenses using financial data you already have with minimal or no data entry. Desktop software for Windows or macOS. Used by many accountants, accounting professionals, CPAs, QuickBooks Pro Advisors, bookkeepers. Received from your clients (downloaded from their online banking or printed and scanned). Use advance renaming rules to adjust payee names, categories or assign categories based on payee names. Automatically determine your document setting for number and date formats.Starting Price: $19.99/month -
41
My TTM
My TTM
My TTM is a comprehensive cloud-based platform designed to streamline Temporary Traffic Management (TTM) operations in New Zealand. It offers a suite of tools including job planning and scheduling, crew and plant allocation, timesheet and leave management, and CoPTTM-compliant paperwork generation. The platform facilitates job revenue forecasting versus actuals, crew and plant availability dashboards with alerts, and contractor-to-subcontractor integration. It also supports plant and inventory management, staff certification and competency tracking, quoting, estimations, invoicing, hazard identification, customer management, custom reporting, incident and event reporting, and SMS and email alerting. My TTM integrates with accounting software like Xero, MYOB, and QuickBooks, enhancing financial management. My TTM addresses challenges such as manual paperwork, compliance reporting, and operational efficiency in the TTM industry. -
42
Railz
Railz.ai
Railz is building the largest financial data network by bridging the connection between future-thinking financial institutions and real-time accounting data. Railz accomplishes this through an API that connects financial institutions to all major accounting software solutions, such as QuickBooks, Xero, and Sage. We offer financial institutions (FIs) the ability to connect with account service providers, collect data, normalize and sanitize that accounting data, and analyze it. Railz enables on-demand access to financial transactions, analytics, insights and reports on small and medium business (SMB) customers. Whether you’re a lender, financial institution, accounting firm, auditor, or startup developer that requires financial data, we can make this a reality for you - and fast. -
43
MISys Manufacturing
MISys, Inc.
MISys Manufacturing is a reliable manufacturing software solution available on both hosted-cloud and on-premise platforms. This purpose-built solution is specifically designed for small to midsize manufacturing businesses, and is simple to install, quick to implement, and easy to use. With MISys Manufacturing, you can reduce inventory costs, eliminate purchasing errors, improve production efficiency, and analyze production costs with greater accuracy. This solution also offers low cost of ownership and flexibility in a modular design, with advanced capabilities such as production & purchasing management, forecasting, material requirements planning (MRP), WIP, labor tracking, serial/lot tracking, barcoding and more. Plus, MISys Manufacturing seamlessly integrates with popular accounting applications like QuickBooks Desktop and Online, Sage 50, Sage 50 Canada, Sage 300, and Sage Intacct. Streamline your operations with MISys Manufacturing - learn more at misysinc.com.Starting Price: $150/month paid annually -
44
ThinkOut
ThinkOut
ThinkOut is the online platform that delivers financial analysis and forecasting for SMEs in just a few minutes, based on the transaction history from their bank accounts. On a single screen you can check the total balance for your connected bank accounts, the cash runway given the current balance and the expense rate or the revenue and expenses of the past three months. ThinkOut automatically fills in the cash flow plan with data from the bank account statements. It displays in an accessible, visual manner the way your company’s money is distributed on income and expense categories. ThinkOut translates the transactions data into easy-to-understand charts that shine more light on how the income and expenses are structured and evolve. The platform gradually builds cash flow forecasts based on the business activity over the past years. This way you can plan your business according to anticipated income and expenses patterns.Starting Price: $50.00/month/user -
45
ResolutionPro
ResolutionPro
ResolutionPro is a financial analytics library for Excel that can be used to calculate MTM and risk. Free trial available. Calculate valuations and risk characteristics for all commonly traded financial instruments including interest Rate Swap Pricing - Zero curve construction & swap valuation. Options, currency options, Equity options, Commodity options. Bond Pricing - Government & corporate bonds, and FRNs. IRO Pricing, Interest rate options, Swaptions, Caps, Floors. Exotic Options, Exotic options pricing. Utilities, accrual and data calculation, Probability & Statistics, and Rates & Discount Factors. Quick and easy derivative pricing. Perform independent valuation for trade and risk management. Incorporate derivative models into your existing systems. Run complex scenario analysis easily with Resolution's built-in Sensitivity Tool. Apply industry-standard pricing methodologies to an extensive range of instruments.Starting Price: $100 one-time payment -
46
XLReporting
XLReporting
XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.Starting Price: €500/month -
47
Synoptix
Compusoft Development LLC
Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT. -
48
Crunchafi Data Extraction
Crunchafi
Crunchafi Data Extraction automates the collection and standardization of client financial data, turning manual, time-consuming tasks into instant, actionable insights. With secure, read-only API connections to leading ERP and accounting systems, it extracts and normalizes data across trial balances, general ledgers, and financial statements in seconds. The software delivers pre-formatted Excel workbooks, eliminating the need for manual setup and ensuring consistent outputs across all clients. Built-in data enrichment and visualization tools help uncover trends, anomalies, and performance insights instantly. Designed to save CPA firms hours per engagement, it streamlines audits, financial due diligence, and client reporting with accuracy and speed. Compliant with global security standards, Crunchafi ensures data integrity, privacy, and confidence in every engagement. -
49
Gyre Research
Gyre Research
Gyre Research Analytics Platform is an AI-powered, no-code, cloud portfolio analytics solution for investment managers, hedge funds, and financial institutions. Using LLMs and machine learning, Gyre turns raw financial data into actionable insights—automating performance reporting, compliance monitoring, and risk analysis. Users interact through natural-language queries (“What drove risk last quarter?”), supported by real-time dashboards and AI-generated reports. Predictive models surface emerging risks, while API integrations and customizable workflows provide a unified view across systems. Core capabilities include AI-driven analytics, natural-language exploration, automated compliance summaries, predictive modeling, hedging simulations, and LLM-generated reporting. Built on a secure cloud with explainable AI for transparency, Gyre empowers firms to focus on strategy while AI handles the heavy analytics. -
50
SyncTools
SyncTools.io
Multi-Channel Ecommerce accounting Software SyncTools gives you single accounting solutions to modernize your retail and wholesale eCommerce business. SyncTools's friendly platform helps you build invoicing, Automated data entry- synchronization, payroll,COGS, payment sync, and balance sheets data. More accurate accounting planning and Real-time financial reporting, Accurate inventory tracking, and Automated invoicing and payment processing. Seamless integrations with eCommerce channel Shopify, WooCommerce, BigCommerce, Amazon, Magento, and Linnworks to Accounting software QuickBooks, Xero, Sage.Starting Price: $9 per month
