Alternatives to TagniFi
Compare TagniFi alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TagniFi in 2026. Compare features, ratings, user reviews, pricing, and more from TagniFi competitors and alternatives in order to make an informed decision for your business.
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1
CompXL
HCR Software
Enjoy the flexibility of Excel plus the power of cloud computing with CompXL, a cloud-based compensation planning software. CompXL is built for compensation professionals looking for a solution that automates merit planning and incentives. CompXL eliminates manual labor, provides complete process visibility, and offers data secured behind login/password. CompXL is trusted by leading global companies, including HBO, DocuSign, Panasonic, and more. -
2
EASA
EASA
EASA has a unique approach to deploying existing, Excel spreadsheet-based tools as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA. Furthermore, EASA provides full database functionality, approvals and notifications and integration with CRM and ERP systems. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote), insurance raters, financial analytics, engineering calculations, and many more. Your existing spreadsheet becomes the “engine” for the web app, eliminating any need to extract the logic and reprogram in a separate solution. If your company has made a significant investment into critical spreadsheets, then learn why AIG, Voya, HP and others rely on EASA. -
3
ValueEQ
ValueEQ
ValueEQ is a Business Valuation Software 2.0 built for finance professionals who need instant access to institutional-grade data and tools without the inefficiency of legacy solutions. With 60,000+ public company comps, 60,000+ M&A deals parsed daily, and an end-to-end suite of valuation tools (WACC, DCF, multiples, and more), ValueEQ empowers analysts, consultants, and investors to deliver insights with speed, accuracy, and defensibility. -AI-Powered Insights – Natural language queries (“Find SaaS acquisitions in Europe under €200m”) return clean comp sets in seconds. -Global Coverage – 120+ countries, 70+ exchanges, and tens of thousands of private & public comps. - Real-Time Deal Flow – M&A transactions parsed within hours of filing, with multiples extracted and normalized. - Valuation Workflows – WACC calculators, DCF engines, DLOM models, and report generators in one place. - Flexible Pricing – Solo plans at €99/mo and team plans at €240/moStarting Price: $99/month/user -
4
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. -
5
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 -
6
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 -
7
Banker Valuation
Banker Valuation
Our valuation tool utilizes all three valuation approaches to help obtain accurate and reliable valuations our users depend on to make sound lending decisions. Our subscribers include bank and non-bank lenders, CDC’s, CDFI’s, Loan Packagers, and other lending service providers. At Banker Valuation, we work hard to ensure that our business valuation tool, including the valuation methodology and the technology that runs it, stays up to date with the latest technological and financial trends to ensure that our platform is always reliable, accurate and secure allowing us to provide the best internal valuation source available. Sanity check purchase prices before hiring a costly third-party valuation firm. Cost-effective, unlimited valuations/comp searches for one small annual fee.Starting Price: $1,195 per user per year -
8
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 -
9
Keyway
Keyway
Keyway is an AI-powered real-estate investment platform that streamlines and automates core tasks across property sourcing, underwriting, document management, rent-comps analysis, and market intelligence. It features three main modules, KeyDocs, KeyComps, and KeyBrain, that turn unstructured data (loans, leases, offering memorandums, rent rolls, T-12 financials, etc.) into clean, structured outputs ready for Excel, BI tools, or deal templates. KeyDocs automatically detects document types, extracts key fields, and populates custom templates, eliminating manual audits and accelerating due diligence. KeyComps leverages public data and AI to deliver unit-level rent comparisons, historical rent trends, vacancy and renovation insights, and tenant sentiment analysis derived from listing photos and reviews, enabling multifamily rent-pricing strategies and benchmarking without manual data gathering. -
10
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 -
11
Valuate by REFM
REFM
Valuate is REFM’s web-based property financial analysis and transaction marketing platform designed to streamline property screening and enhance collaboration. It supports analysis for commercial real estate, multi-family, hotel, self-storage, and residential flip properties. Users can model from the rent roll through unit renovations, refinancing, and sale, with features like sensitivity analysis providing insights into risks and opportunities. It offers smart alerts to notify users of potential underwriting oversights and includes information icons for immediate guidance. Valuate facilitates easy sharing over email, allowing for efficient communication about real estate deals. Its clean, intuitive dashboard enables users to edit key transaction inputs directly, observing real-time adjustments to investment return KPIs. Valuate replaces traditional Excel use in the second half of financial analysis, applying purchase, sale, debt, equity, and joint venture mechanics.Starting Price: $19 per month -
12
DealMatrix
DealMatrix
Calculate your startup valuation with leading valuation methods. Our valuation engine offers a solid and easy way to calculate your enterprise value, using leading valuation methods: Berkus Method, the Payne Scorecard Method, the Startup Rating Method, the Venture Capital Method, and the First Chicago Method. Calculate your startup valuation based on 5 popular valuation models, following international valuation guidelines. Provide your stakeholders with a professional report from an independent source, that can be easily shared or downloaded from your profile. Easily share valuation reports with your team, investors, and business partners. Our valuation engine will guide you through our calculator based on your profile and will compare inputs with peers. Easily access reliable data of the major financial databases, without usual complications and additional costs. Solid market data from third parties is key for valuations.Starting Price: €49 -
13
DeelFlo
DeelFlo
Dealmaking toolkit for anyone involved with small to medium-sized business acquisitions. It gives you the tools to analyse, value, structure, and confidently close a deal that works. 🔹 AI Analysis With DeelFlo, all you need to get started is a set of financial statements. Upload them, and within 60 seconds, DeelFlo delivers a detailed AI-driven analysis of the target company — highlighting key risks, opportunities, and deal considerations. 🔹 Business Valuations Instant valuations powered by real-world data. DeelFlo uses a database of valuation multiples drawn from actual SME transactions across multiple sectors and business sizes, and a scoring model that analyses the business in detail to generate a bespoke valuation multiple from the ground up — ideal for smaller businesses. 🔹 Deal Structuring Model and compare different deal types — whether it’s a leveraged buyout, deferred consideration, or a hybrid structure — and see how each impacts cash flow, debt servicing, etc.Starting Price: $64 per month -
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TrueComp
TrueComp
TrueComp partners with over 1,000 public sector agencies to modernize workforce planning, compensation, and benefits analysis. Its intuitive platform and expert consulting empower HR and finance leaders with transparency, efficiency, and equity to make smarter decisions in recruitment, retention, and budgeting. TrueComp provides instant and actionable insights to help government organizations attract top talent, optimize labor strategies, and achieve long-term fiscal sustainability. Dedicated to simplifying workforce challenges, TrueComp’s solutions enable data-driven decisions that improve organizational performance and drive meaningful outcomes. TrueComp was recognized among the Top 100 Government Services companies on the 2024 Inc. 5000. -
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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. -
16
BetterComp
BetterComp
Market pricing for compensation is a critical business process, but today's systems still require significant manual work. While technology has revolutionized other HR processes, compensation teams are still addressing modern comp challenges with technology decades out of date. Comp pros have to deal with issues like declining service levels; clunky, hard-to-use software; and ongoing, unaddressed pain points like annual data migration. Our team of comp experts built BetterComp to be the gold standard in comp technology. We fixed what was broken, improved what was good, and built fresh to answer unmet needs. Today, BetterComp brings compensation teams unmatched technology and support to level up their comp practices. -
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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 -
18
DealSense
MoneySoft
DealSense is the all-in-one system for business valuation, pricing, financing, projecting, and evaluating the economics of middle-market mergers and acquisitions including combinations, consolidations, and rollups. Goes well beyond business valuation to address the specific needs of business buyers, transaction advisors, and accountants, on both the sell-side and buy-side. The Art of M&A analysis is all about distilling and providing the essential financial information that gatekeepers and decision-makers need in order to determine whether a given deal will move forward in a timely fashion. The analysis needs to be rigorous, logical, and include the essential data points the decision-maker requires. DealSense prepares a stem-to-stern quantitative analysis of mid-market M&A transactions and eliminates the headaches of spreadsheets. The process of analyzing a company, estimating value, structuring a transaction, and evaluating ROI based upon detailed financial projections.Starting Price: $1,595 one-time payment -
19
Backflip
Backflip
The data you need to create strategic investment plans that help you grow your portfolio. Instantly get a returns analysis for any investment opportunity, anytime, anywhere! Interactive deal indicator to quickly understand if a property has strong returns. Analyze comps up to 50x faster. Get up to 10 high-quality comps, saving you hours searching through the MLS. Immediately and seamlessly analyze a deal based on your intended strategy. Generates a detailed investment analysis that determines your ideal strategy. Dynamic functionality allows for customized deal assumptions. Quickly find property value to inform purchase price and financing options. After choosing your property, easily apply for a loan and get pre-approved within 48 hours. Lock in funding for a property in seconds with just the touch of a button. Offer low-interest rates, starting at 6.99%. Funding takes less than 2 weeks, so you can get started quickly.Starting Price: Free -
20
Datappraise
Data Appraise Systems
Datappraise is cloud-based and allows you to access your comps and properties on the web anywhere there is an internet connection. Reduce IT and real estate costs and expand your territory while maintaining close contact with your team using Datappraise! We hear it from our users every day; Datappraise is hands-down the best property database available on the market. Enter individual properties through our easy user interface, or upload as many as 100 comps at a time through Excel. You can search for comps using almost any field in Datappraise. Stop duplicating effort and save time and money using our comprehensive database. -
21
Express Business Valuation
ValuSource
Express Business Valuation is the “light” version of ValuSource pro. The main differences are it has a summary chart of accounts, no detailed DCF method and has fewer assumptions and options. Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. Express Business Valuation won the 2016 CPA Advisor Reader Choice award for the best business valuation software. ValuSource valuation software has over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Perform a comprehensive financial analysis. One the financials have been input, a comprehensive financial statement analysis is automatically calculated. Internal and external comparisons are provided and RMA and IRS can be downloaded to use as industry norms. -
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Hebbia
Hebbia
The end to end platform for research. Instantly retrieve and wrangle the insights you need, no matter your source of unstructured data. Uncover answers across millions of public sources, like SEC Filings, Earnings Calls, and expert network transcripts, or leverage your firm's knowledge. Hebbia instantly hooks into any source of unstructured data in your organization, ingesting any file type or API. Tooling for diligence and research processes lets you work faster, no matter the task. Spread financials, find public comps, or structure unstructured data with the a single button click. The world's largest governments and financial institutions trust Hebbia with their most sensitive data. Security is at our core. Hebbia is the first and only encrypted search engine on the market. -
23
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. -
24
Carta
Carta
Equity. Simplified. Carta helps companies and investors manage their cap tables, valuations, investments, and equity plans. Start with your cap table on Carta, then issue electronic securities, get 409A valuations, and run liquidity events as you grow—your cap table will stay updated automatically. With all equity transactions and information in Carta, your cap table stays up to date with less effort. We help you stay compliant when issuing equity and getting 409A valuations. Employees and investors can accept electronic securities, exercise options, and track vesting schedules. Carta helps over 800,000 shareholders manage more than $575 billion in equity. Whether you just need a cap table and a 409A, or are looking to run secondary transactions, leverage financial reporting and tax tools, or stay better connected to investors, Carta can help.Starting Price: $2,800 per year -
25
eVal
eVal
eVal's free data and peer company analysis tools include historic valuation multiples, historical share price data, company financial information, and Valuation Multiples by Industry sector reports, for use in investment and business valuations. In addition to the provision of financial data and peer company analysis tools, eVal provides investment and company valuations. eVal offers expert business, investment, and company valuations based on our proprietary data-driven valuation software and platform. Our investment and business valuation service is tailored for valuation professionals, business owners, investors, and investment advisors. If you're a business owner and require a business valuation; or if you're an investor and require a private company valuation for your portfolio, please contact us directly regarding our business valuation service. Our outlier detection tool provides an overview of the peer group valuation multiples.Starting Price: Free -
26
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 -
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BeeBee.AI
BeeBee.AI
Welcome to BeeBee.AI, an AI platform that conducts thorough analyses of public companies, delivering concise and valuable financial insights. Our current features include analyzing earnings call transcripts of S&P 500 listed companies and other high-profile companies, as well as providing financial analysis for a single quarter or multiple consecutive quarters. Users are not required to come up with questions themselves. The system generates suggested questions based on each meeting record and continually generates more questions as the conversation flows, adding in a comprehensive understanding of the entire meeting record. For users engaged in deep thinking, they have the freedom to compose their own questions and insights. They can save any valuable insights they come up with and have the option to share them, as theses insights represent their own intellectual achievement. -
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Rentometer
Rentometer
Rentometer is the nation's leading source for verified rent data, processing over 10 million rental records annually to provide updated, accurate rent estimates and comps to real estate investors, property managers, and agents. Rentometer allows users to quickly evaluate current market rents, including average and median rent prices. It offers a comprehensive view of the market, including historical rent trends, rent comps with CSV download, and public record data on the subject property. Rentometer's features include summary statistics and percentiles, rent distribution charts, maps with sample listings, and an auto-radius function that automatically searches for comparable rentals closest to your property. Users can filter searches by building type, number of bedrooms and bathrooms, rental price, square footage, and more. Rentometer also offers custom branding for Pro Reports, allowing businesses to include their logo and contact information on reports.Starting Price: $96 per year -
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PrivCo
PrivCo
Our comprehensive free-text search between industries, verticals, locations, and more means you can extract strategic insight all in one platform. Track market insights and automatically provide signals with PrivCo’s shareable watchlists to ensure that no valuable opportunity is missed. PrivCo is the leading data expert in Private Company Research. Over a decade worth of sources and experience that deliver on high-quality, structured, and ready-to-use data. Exclusive insights into company financials - revenue, EBITDA, valuations, and growth metrics. Focus on the data that gets to a conclusion. Our rich, in-depth datasets help different industry leaders and businesses make informed decisions. Streamline your research workflow with your colleagues with access to collaborative watchlists, investor tear sheets, and data exports.Starting Price: $83 per month -
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Derivatas Platform
Derivatas
Derivatas is an end-to-end valuation solution for financial reporting (ASC 820, ASC 718), tax compliance (IRC 409A), and deal analyses. Founded by experienced valuation professionals, Derivatas combines deep industry expertise with the latest technology in cloud computing and data analytics to bring you the most advanced valuation platform in the industry. Since its inception in 2011, Derivatas has become one of the most trusted valuation service providers by some of the most prominent venture capital and accounting firms. Whether you are looking for valuation services or a self-valuation platform, Derivatas is your partner of choice. We are specialists in valuations for venture capital funds and the companies they finance it’s all we do. Our focus makes us the best at what we do. Derivatas eliminates your financial compliance headaches so you can focus on growing your business. -
31
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. -
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CRED iQ
CRED iQ
CRED iQ is a commercial real estate data, analytics, and valuation platform that aggregates and delivers loan-, property-, and ownership-level intelligence across the full securitized CRE universe and agency markets into one unified interface. It provides users access to billions of dollars of transactions and assets, enabling them to filter by property type, location, loan balance, origination/maturity date, borrower or owner contact, and lease expiration to surface acquisition, refinancing, or distressed-asset opportunities. The platform includes a built-in valuation tool that allows subscribers to perform discounted-cash-flow or direct-cap analysis using pre-filled in-place financials and exportable reports, without the need to build complex spreadsheets. It also delivers ownership contact information, including names, phone numbers, and emails, piercing through layers of LLCs to highlight the real individuals behind assets. -
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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. -
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BVM Pro
ValuSource
Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. Business Valuation Manager Pro (BVM Pro), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Make income statement and balance sheet adjustments. Every line item in the income statement and balance sheet can be adjusted. You can enter multiple adjustments per line items and copy those adjustments to other years as well. Compare financial statements to industry norms (IRS, RMA or custom comparisons). The IRS and RMA databases are built directly into the software, so they are always one click away. Weight the approaches to calculate a conclusion of value. Once you are done with the valuation approaches, you select which methods you want to include in your value calculation. -
35
BizPricer
BizPricer
Our latest-edition books, reports, publications, reference guides, free articles, and BizPricer business valuation software have been carefully selected to give you expert advice, analysis tools and guidance to buy, sell, and/or appraise the fair-market value of any small or medium-sized business. Our products can save you thousands of dollars in consulting and other professional costs by providing the knowledge of the experts directly to you without the expensive hourly fees. Learn the insider information used by brokers, business valuation appraisers, and merger and acquisition specialists before you commit to a business purchase or sale transaction. Even if you’re not planning to put your company on the market right away, now’s the time to prepare it to sell for the most money. -
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
CompStak
CompStak
CompStak gathers and quality checks lease and sales comps from the professionals making deals so you can focus on meaningful networking, accurate analyses, and closing business. We crowdsource our data from verified and active professionals at commercial brokerages and appraisal firms. Our team of real estate data experts is responsible for ensuring the reliability of our lease and sales comps. From sophisticated mapping tools to custom reports, our platforms put CRE intelligence in reach. Critical property details and market analysis, instantly accessible. Deliver insight into a property’s fundamentals, its competitors, and the market dynamics affecting buy and sell decisions with customized reports. Get starting rents, landlord concessions, tenant names, and sales histories for competing properties to negotiate from a position of strength. Guide your clients with a nuanced understanding of local market dynamics based on recent, analyst-reviewed lease and sales comps. -
38
ValuTrax
ValuTrax
Exclusively created for business transaction professionals by business transaction professionals, ValuTrax™ utilizes a variety of traditional business brokerage valuation methods including market methods, buyer’s test method and multiple of discretionary earnings methods. The Market Data Method based on transactions of businesses in the same industry/SIC code or industry rules of thumb is the most direct method of valuing privately held companies. The Market Data Method is used by both appraisers and brokers. This method uses multiples observed in the sale of similar assets in the market. While the valuation methods used in ValuTrax™ are accepted by the valuation community, business brokers and other professionals who routinely set listing/selling prices for businesses are not required to meet the same standards as formal appraisal practices. ValuTrax™ is intended for use by such professionals. -
39
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. -
40
Equidam
Equidam
Equidam is the online platform for startup valuation. Our technology enables entrepreneurs to truly learn what drives their valuation, transparently discuss it, thanks to clear and detailed valuation reports, and close fair deals with investors and buyers. We selected the 5 leading methods used to value startups and combined them with the most reliable data for the valuation parameters, tailored to 90 countries and 136 industries. More than 150,000 companies already used Equidam to raise their seed and Series A rounds. Get started now and make it worth it with Equidam!Starting Price: $151.94 one-time payment -
41
Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
42
Fincaly
Fincaly
Fincaly is an AI-powered financial tracking platform designed to help small and medium-sized businesses understand and manage their finances. It enables users to track profit and loss in real time without needing advanced accounting knowledge. The platform allows businesses to compare financial performance across different months or years with clear visual insights. Fincaly provides features like transaction logging, goal setting, and automated alerts for revenue changes or expense spikes. Users can generate reports in formats like PDF and Excel for sharing or tax preparation. Its intuitive interface simplifies financial management, making it accessible for non-experts. By turning financial data into actionable insights, Fincaly helps businesses make smarter decisions and grow profitability. -
43
ValuSource Pro
ValuSource
Business valuation software will streamline your valuation practice and allow you to produce better valuations (analysis & reports) in less time. ValuSource Pro (used by both NACVA and ISBA to train professional valuators), with over 90% market share, has been used by thousands of CPA’s, valuators and financial professionals for over three decades. Make income statement and balance sheet adjustments. Every line item in the income statement and balance sheet can be adjusted. You can enter multiple adjustments per line items and copy those adjustments to other years as well. Perform a comprehensive financial analysis. One the financials have been input, a comprehensive financial statement analysis is automatically calculated. Internal and external comparisons are provided and RMA and IRS can be downloaded to use as industry norms. -
44
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. -
45
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. -
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SwiftComp
AnalySwift
SwiftComp is a revolutionary multiscale, multiphysics composite simulation code that quickly and easily delivers the accuracy of 3D FEA at the efficiency of simple engineering models. In doing so, SwiftComp reduces barriers for engineers by enabling them to model composites as easily as metals using conventional structural elements in their FEA codes (without losing accuracy while capturing all the microstructural details). SwiftComp provides unified modeling for 1D (beams), 2D (plates/shells), or 3D structures, calculating all the effective properties. Use SwiftComp either independently for virtual testing of composites or as a plug-in to power your conventional structural tools with high-fidelity composites modeling. SwiftComp can compute the best structural model for use in macroscopic structural analysis, as well as perform dehomogenization to compute the pointwise stresses in the microstructure. SwiftComp directly interfaces with ABAQUS, ANSYS. -
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Finpilot
Finpilot
Finpilot is an AI copilot for finance to speed up investment research. Financial analysts can use it to scour financial data, analyze companies, write reports, and visualize data, all from verifiable sources. Find the information you need without searching through hundreds of documents. Instead of spending hours sifting through SEC filings, transcripts, presentations, and the web, let Finpilot do the work for you. Spend time analyzing information, not collecting it. Let AI do the repetitive tasks so you can focus on more important things. Get direct answers to your questions. Our AI finds the answers from all related documents and the web to get exactly what you need. Ask it to compile data into neat Excel-compatible tables. Compare companies with a single question and build your own comp sets with key metrics. Visualize trends across companies and time periods. All answers and numbers are linked to original source documents for instant verification. -
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CompACT
Kinixsys
compACT is smart compensation management software solution for small businesses. Created by Kinixsys, compACT helps companies seamlessly manage long-term compensation plans, such as equity and stock options and short-term incentives and bonuses. Simple and easy to use, compACT is recognized as one of the most flexible compensation management solutions backed by friendly and knowledgeable support. Available in the cloud and on-premises, compACT offers bonus management, salary review, and incentive administration, among other features. -
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Business ValueXpress (BVX) is one-of-a-kind business valuation software that simplifies business valuation and provides objective valuations that equal real-life actual transactions. BVX integrates price, terms, and deal structure, and uses optimization techniques to satisfy the needs of all parties to an M&A transaction. Some of its unique features are cash vs. financed valuation, stock vs. asset purchase valuation, mezzanine equity determination, and goodwill calculation. With BVX one can perform live interactive valuations. BVX does not use any formulas, nor does it use any market data. Business ValueXpress (BVX) provides highly accurate valuations that mirror actual buy/sell transactions in real-life. This accuracy is a direct result of BVX’s approach to determining the business value that satisfies the needs of all parties involved in buying and selling a business. BVX valuations include not only a numerical value for the business but also the associated terms.Starting Price: $550 per year
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Qubit X
Qubit X
At 73Strings, we combine 25+ years of private capital expertise with real-time analytics and powerful machine learning models. The result is a collaborative platform that makes valuation reporting faster, smarter, and easier. Financial data from Investee companies is uploaded automatically through data warehouses, along with data sourced from market news, social media, earning call transcripts and from 12+ data sources, our data partners such as S&P Capital IQ, Gnews, Apollo, Currency Layer, Spyfu, and internal data collected for customer review and other alternative data sets. AI powered valuation process that allows users to select from over 5 + valuations methods that are most relevant to their investment. A combination of workflow tools can be used to arrive at NAV by assigning proportion weights to each method. Build custom reports and dashboards with multiple widgets that are auto populated with graphic, tabular and commentary/analysis.
