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 2025. Compare features, ratings, user reviews, pricing, and more from PathQuest BI competitors and alternatives in order to make an informed decision for your business.
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1
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. -
2
Finagraph Strongbox
Finagraph
Access and analyze your business customers' financials in seconds. Accelerate reporting, decisions, and risk assessments using simple, one-click accounting integrations. Strongbox is the link between your business customers’ full financial picture and you, enabling both a one-click experience as well as instant data and analysis. US-based Finagraph specializes in real-time financial data collection and analysis from popular accounting systems (QuickBooks, Xero, Sage, Microsoft Dynamics, and more) to drive business intelligence solutions for lenders, accountants and businesses. Finagraph has a 10-year history of building innovative financial tools, APIs as well as turnkey solutions to some of the largest financial services providers in the world. Commercial SaaS solutions include Strongbox, CashFlowTool, and TaxReader. Instantly know your cash flow today and tomorrow. -
3
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 -
4
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. -
5
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 -
6
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 -
7
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 -
8
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 -
9
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 -
10
Cube
Cube
Real-time FP&A from the comfort of your spreadsheet. Power plus agility for modern times. Built for teams of all sizes. Identify strategic opportunities & areas of risk. Build Trust Collaborate & align across the org with accurate insights & analysis. Move Fast Agility for today’s pace of business. Connect and transform all of your financial & operational data to deliver real-time accurate reports for every audience. Collaborate with business managers to build accurate forecasts and plans based on the most up-to-date assumptions and drivers. Centralize and consolidate disparate data sources into a single source of truth for easy analysis and reporting. Get visibility into data changes, ensure collaborators see only what’s relevant to them, and track versions in a central location. Cube’s intuitive software makes it easier to get more done, faster. From onboarding a single person to a full cross-functional team, it’s the easiest-to-use FP&A platform on the planet. -
11
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 -
12
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. -
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
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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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 -
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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. -
18
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. -
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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. -
20
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 -
21
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. -
22
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. -
23
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. -
24
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 -
25
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. -
26
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 -
27
Synoptix
Compusoft Development LLC
Business Intelligence Software to make your complex reporting needs easy. Any ERP, any data point, any report. No IT. -
28
Anaplan
Anaplan
Strategize and collaborate with agility amid constant change. Mobilize complex scenario planning to the smallest detail, intelligently forecast the biggest picture, and empower teams to make decisions faster. Work with real-time data and insights from the outermost edges of your enterprise. Collaborate with the same, accurate, updated information. Everyone using the same playbook. Everyone on the same page. Everyone operating from one source of truth. Model broad and varied scenarios to fuel your rolling forecasts, updated automatically with relevant, current information so your plans for tomorrow reflect what just happened today. And do it all in real time. Not in days or weeks. In minutes. Be ready to make everything happen at once. Synchronize planning and performance across your enterprise, from the C-suite to your most remote hub. Reinvent workflows. Reduce latency. Quickly convert challenges to advantages. -
29
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. -
30
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 -
31
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 -
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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 -
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idaciti
idaciti
Revolutionize your data analysis process with idaciti. Our platform makes it easy to turn complex financial and ESG documents into actionable insights within seconds. Let idaciti revolutionize your approach to extracting vital insights from financial and ESG disclosures with speed and precision. Our market-tested platform transforms complex documents into clear, intuitive data, enabling you to uncover crucial connections and make data-driven decisions in mere minutes. Embrace the future of advanced analytics and reporting tools, unlocking unprecedented growth potential, cost reduction, and operational optimization. Discover the essential Financial and ESG data sets you need, from fundamentals and footnotes to climate, diversity, equity, and inclusion data, all with idaciti. Our innovative XBRL-first framework, enhanced by AI and machine learning, empowers your team to handpick the most valuable data points for strategic decision-making. -
34
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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Silverfin
Silverfin
Real-time data. Automated compliance reporting. Great collaboration. And the tools you need to create new revenue from advisory services. Silverfin connects with your clients’ bookkeeping and financial systems to bring you all the data you need – whatever the source. We automate your compliance accounting workflows, improving your speed, accuracy and profitability. Then our powerful analytics and reporting tools give you the data and insight you need to be your clients’ most trusted advisor. Connected accountants have four sights. As you achieve each sight your firm, team and clients are more connected. More productive. Can develop new services. Improve competitiveness and secure more revenue. Look back with confidence. Standardize and automate compliance and reporting for all your clients. Liberate your team from number-crunching and give them more time for advising clients. -
36
Apliqo
Apliqo
Apliqo FPM offers enterprise-level analysis at scale. An intuitive piece of software that manages the complexity of your organization and pulls out the key insights that truly make a difference. A web native tool that adapts to your organization and offers best practice frameworks for accuracy and transparency, getting you the results that you need. Apliqo offers an intuitive and dynamic analytics platform for private market investors. Instead of relying solely on Excel models that are prone to error and centralization, a dedicated reporting tool helps to unify all your data and provides transparent performance measurement, relevant benchmarking, and powerful projections. Apliqo UX provides a sophisticated front-end interface that allows stakeholders of all kinds to visualize and interact with the information in your system. It’s a premiere system for turnkey financial planning functionality. -
37
RightCapital
RightCapital
RightCapital's platform transforms complexity into clarity with ease, precision, and dynamism. Clearly illustrate multiple scenarios, stress tests, and more. Your clients will thank you for helping them make their golf-in-the-morning, beach-all-day dreams a reality. Easily show your clients how they'll save money with an optimal tax-efficient distribution strategy, explaining withdrawal schedules and Roth conversions in a way they'll truly understand. Help protect your clients in the event of situations such as disability or death. Evaluate their needs in different situations and identify ways to ensure their success. Use our unique student loan module to illustrate different payment programs so clients can reduce payments. Help ease the burden of student debt for your clients or their children. Breathe easy knowing RightCapital will provide the clarity, flexibility, and support you need to confidently build financial plans.Starting Price: $139.95 per month -
38
Abacum
Abacum
Goodbye manual & time-consuming tasks. Hello fast & valuable business insights. Enough copy-pasting numbers from one spreadsheet to another. Connect & rework data from your ERP, BI, HRIS, CRM and proprietary systems, all in one place. Automate manual tasks & save time for the strategic stuff that modern finance teams should be working on. Back-and-forth emails are 40% of your day. This isn't what the CEO or investors expect of top tech finance teams. Proactively analyze numbers with business partners inside one platform. Create private spaces, set workflows, define permissions & exchange ideas at breakneck speed. You aren't just a number cruncher - you're a strategic powerhouse with Abacum. Advise your stakeholder in a way they understand, organizing key insights in an accesible & intuitive interface. Build reports business partners actually open & act on. -
39
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 -
40
VentureLine
VentureLine
Year-to-year comparisons can highlight trends and point up the need for action. Trend ratio analysis works best with VentureLine's five-year accounting ratios married with a common size analysis. With time period to time period in financial analysis, good or poor performance becomes obvious. VentureLine provides cross-sectional financial analysis tools, comparing industry financial ratios to any company or comparing two companies in similar lines of business. Highly recommended by expert analysts is the most effective form of cross-sectional financial analysis: comparing a company's financial ratios and common size percentages to industry ratios and percentages in which the company competes. One way to visually zero in on potential problems and missteps taking place within a business is to prepare and study common size financial statements. Common size financial statements get rid of the dollars and cents, reflecting account balances as percentages only. -
41
SmartModels
Intuitive Analytics
SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems common in public and corporate finance. SmartModels™ is installed as a Microsoft® Excel® add-in using Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC provides an SSL encrypted, highly secure extranet for the SmartModels™ user. By logging in, a business can track software usage, and perform administrative tasks such as update passwords, add clients, and access software license information. Intuitive Analytics has worked with states and state agencies, municipalities, transportation authorities, 501c3s, investment banks, financial advisors, and other for-profit companies on a variety of projects involving cash flow analysis, software development, and financial consulting. SmartModels™ is a state-of-the-art financial analytic suite that solves a variety of complex financial and business workflow problems.Starting Price: $300 per month -
42
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. -
43
Company Watch
Company Watch
We provide comprehensive solutions to help you identify, assess, and manage financial risk. Our financial risk solutions provide intelligent and actionable insights, giving you an unbeatable edge when it comes to financial risk management. Unlike other providers, we have the ability to map medium to long-term risk as well as short-term risk. As a result, you can accurately predict financial risks before they become financial losses. We apply cutting-edge machine-learning techniques to new, alternative data sources to deliver unprecedented accuracy for our clients. Financial risk management solutions you can trust; now, and in the future. We’ve written the ultimate guide to company credit scoring. We lift the lid on how credit scores are built, and how they are applied to financial risk decision-making. Each credit reference agency (CRA) is different, which is why it is helpful to look a bit deeper into how company credit scores are put together and presented.Starting Price: $457.71 per month -
44
Quantum Axis
Quantum
Leverage the power of a financial analysis platform to achieve the best results. We specialize in developing solutions for accessing, analyzing, comparing, monitoring, managing, and disclosing information in an easy, consistent and efficient way. Quantum is a financial technology company that has been operating in the market since 1999. We have a large financial database regularly updated with quantitative and qualitative data. We have a dedicated team that continuously works on the upkeep of information and seek to find the solutions that best suit our customers’ needs. Learn how a platform with an extensive financial database can help you get the right information when you need it. All this through an online system accessible through web browsers, mobile devices, APIs, and data links. Leverage a solution that will bring you competitive advantage by helping you make the right decisions for your company. -
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Zola Analytics
Zola Analytics
Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the tedious Bloomberg-to-Excel-to-PowerPoint workflow by combining hundreds of data sources with AI-powered chart generation. Teams can create, collaborate on, and share professional-grade financial insights in seconds instead of hours.Starting Price: $122/month -
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Avanzai
Avanzai
Avanzai helps accelerate your financial data analysis by letting you use natural language to output production-ready Python code. Avanzai speeds up financial data analysis for both beginners and experts using plain English. Plot times series data, equity index members, and even stock performance data using natural prompts. Skip the boring parts of financial analysis by leveraging AI to generate code with relevant Python packages already installed. Further edit the code if you wish, once you're ready copy and paste the code into your local environment and get straight to business. Leverage commonly used Python packages for quant analysis such as Pandas, Numpy, etc using plain English. Take financial analysis to the next level, quickly pull fundamental data and calculate the performance of nearly all US stocks. Enhance your investment decisions with accurate and up-to-date information. Avanzai empowers you to write the same Python code that quants use to analyze complex financial data. -
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Precanto
Precanto
Eliminate manual data reconciliation and automate cleansing & enrichment for more reliable data. Detect financial anomalies in real-time to address inconsistencies and reduce risks early. Instantly access key data points, and actionable insights & run various scenarios through your AI co-pilot helping you make smarter, faster financial decisions based on real-time data. Stay ahead of financial risks with forward-looking predictions. Get the foresight needed to adapt early and keep your business on track. Analyze critical financial metrics like headcount and contractor expenses with precision, allowing you to make informed, data-driven decisions. Simulate multiple financial scenarios in real-time. Align finance teams and budget owners by exploring various strategies before making key decisions. Beyond AI, our concierge delivery offers a human touch. Get custom data analysis, proactive insights, and strategic recommendations, all tailored to your unique business needs. -
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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. -
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Deriscope
Deriscope
Deriscope is a locally installed Excel Add-In used for financial derivatives valuation purposes. It comes with an integrated user-friendly wizard that allows the user to create various important structures, such as yield and volatility curves and use them to price financial instruments such as options, bonds, interest rate swaps, swaptions, caps, floors, credit default swaps, inflation swaps, basket options etc. A large part of its analytics is carried out by well regarded open source financial libraries, such as QuantLib. Apart from the price and risk of the referenced instruments, Deriscope's output includes detailed cash flows and several quantities of interest and is accurate to within a fraction of a basis point. All daycount, calendar and other conventions are accounted for. Portfolios consisting of several thousands of single instruments can be effortlessly processed.Starting Price: $300/month/user -
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Deal Tracker
Deal Tracker
A cutting-edge real estate search tool utilizing financial analytics to swiftly pinpoint superior investment opportunities within property markets. Research the most profitable investments in residential properties for sale and rent in just one state or multiple states throughout the United States, and get the best deals before anyone else.