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Top Free Financial Analysis Software

Check out our list of free Financial Analysis Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Financial Analysis Software to ensure you get the right product.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
49 Financial Analysis Products Available
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Velixo
(222)4.7 out of 5
5th Easiest To Use in Financial Analysis software
View top Consulting Services for Velixo
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 59% Mid-Market
    • 26% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
    • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
    • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Velixo is a modern reporting, budgeting and data automation software that seamlessly integrates with your cloud ERP from Excel, in real-time. Are you looking for a way to enhance your reporting and

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 59% Mid-Market
  • 26% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
  • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
  • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
Velixo features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.4
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Velixo
Company Website
Year Founded
2017
HQ Location
Montreal, QC
Twitter
@VelixoSolutions
88 Twitter followers
LinkedIn® Page
www.linkedin.com
63 employees on LinkedIn®
Causal
(256)4.6 out of 5
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Causal features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    8.2
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    9.0
    Custom KPIs
    Average: 8.6
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Biotechnology
    UB
    Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
    JH
    That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Lucanet AG
    Year Founded
    1999
    HQ Location
    Berlin, Germany
    Twitter
    @LucaNet
    722 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    911 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Causal lets you build financial models effortlessly and share them with interactive, visual dashboards that everyone will understand. In Causal, you build your models out of variables, which you ca

Users
  • CEO
  • Founder
Industries
  • Computer Software
  • Financial Services
Market Segment
  • 66% Small-Business
  • 30% Mid-Market
Causal features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
8.2
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
9.0
Custom KPIs
Average: 8.6
Verified User in Biotechnology
UB
Automatically updating dates for historical and projected. Create and save multiple scenarios Fast support to a real human on a chat... Read review
JH
That the tool is relatively 'free form', if I need a single calculation, it can do that, if I need an entire model or multiple calculations it can... Read review
Seller Details
Seller
Lucanet AG
Year Founded
1999
HQ Location
Berlin, Germany
Twitter
@LucaNet
722 Twitter followers
LinkedIn® Page
www.linkedin.com
911 employees on LinkedIn®
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Prophix Software
(216)4.4 out of 5
Optimized for quick response
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

    Users
    • Senior Financial Analyst
    • Financial Analyst
    Industries
    • Insurance
    • Construction
    Market Segment
    • 56% Mid-Market
    • 38% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
    • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
    • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Prophix Software features and usability ratings that predict user satisfaction
    8.5
    Custom Reports
    Average: 8.7
    9.0
    Report Types
    Average: 8.7
    9.2
    Has the product been a good partner in doing business?
    Average: 9.2
    7.5
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Prophix
    Company Website
    Year Founded
    1987
    HQ Location
    Ontario, Canada
    Twitter
    @prophix
    1,981 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    545 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix® is a global leader in financial performance management, empowering finance teams to lead with clarity, capacity, and confidence. Prophix One is a cloud-based Financial Performance Platform

Users
  • Senior Financial Analyst
  • Financial Analyst
Industries
  • Insurance
  • Construction
Market Segment
  • 56% Mid-Market
  • 38% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Prophix Software is a cloud-based tool designed for data consolidation, financial planning, and reporting, with features such as flexible allocation rules, template flexibility, and the ability to log in from any location.
  • Reviewers like the software's user-friendly nature, its ability to centralize financial data, the ease of updating and managing it in-house, and its ability to connect to multiple data points for a comprehensive view of financials or projects.
  • Reviewers mentioned issues with the flexibility of the reporting tool, the speed of the software, the learning curve for untrained users, and challenges with processing assumptions for forecasting or budgeted balance sheets and cash flow statements.
Prophix Software features and usability ratings that predict user satisfaction
8.5
Custom Reports
Average: 8.7
9.0
Report Types
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
7.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Prophix
Company Website
Year Founded
1987
HQ Location
Ontario, Canada
Twitter
@prophix
1,981 Twitter followers
LinkedIn® Page
www.linkedin.com
545 employees on LinkedIn®
G-Accon
(198)4.7 out of 5
14th Easiest To Use in Financial Analysis software
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
    • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
    • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    8.1
    Custom Reports
    Average: 8.7
    8.1
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,427 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

All-in-One Reporting, Consolidation, and Data Automation Platform for Accountants and CFO—Built Directly in Google Sheets. G-Accon is an award-winning software built for finance teams who need more

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
  • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
  • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
G-Accon features and usability ratings that predict user satisfaction
8.1
Custom Reports
Average: 8.7
8.1
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.3
Custom KPIs
Average: 8.6
Seller Details
Seller
G-Accon
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,427 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Drivetrain
(112)4.8 out of 5
Optimized for quick response
12th Easiest To Use in Financial Analysis software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

    Users
    • CFO
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 13% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
    • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
    • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Drivetrain features and usability ratings that predict user satisfaction
    9.5
    Custom Reports
    Average: 8.7
    9.3
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Drivetrain
    Company Website
    Year Founded
    2021
    HQ Location
    Sunnyvale, US
    Twitter
    @DrivetrainAI
    52 Twitter followers
    LinkedIn® Page
    in.linkedin.com
    91 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Drivetrain is an AI-native business planning platform that accelerates your budgeting, reporting, and forecasting with Autonomous FP&A. Mid-market and enterprise finance teams choose Drivetrain wh

Users
  • CFO
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 13% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Drivetrain is a data integration and financial planning tool that consolidates various systems such as accounting, payroll, CRM, and more, allowing for real-time reflection of actuals and scenario building.
  • Reviewers appreciate the platform's flexibility, ease of use, and the ability to generate useful insights for different teams, with many noting the transformative impact on their financial planning and analysis processes, and the excellent customer support.
  • Users experienced a steep learning curve, especially for those transitioning from traditional spreadsheet workflows, and some found the AI features less useful than expected, while others noted occasional issues with data connectors and the mobile experience.
Drivetrain features and usability ratings that predict user satisfaction
9.5
Custom Reports
Average: 8.7
9.3
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
9.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Drivetrain
Company Website
Year Founded
2021
HQ Location
Sunnyvale, US
Twitter
@DrivetrainAI
52 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(97)4.4 out of 5
Optimized for quick response
6th Easiest To Use in Financial Analysis software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigat

    Users
    No information available
    Industries
    • Manufacturing
    • Accounting
    Market Segment
    • 48% Mid-Market
    • 29% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • D&B Finance Analytics Credit Intelligence features and usability ratings that predict user satisfaction
    6.9
    Custom Reports
    Average: 8.7
    7.6
    Report Types
    Average: 8.7
    8.6
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Custom KPIs
    Average: 8.6
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Construction
    UC
    First time I used it, it went smoothly and stress free. Read review
    Verified User in Financial Services
    UF
    The software is easy to use and well summarized Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dun & Bradstreet
    Company Website
    HQ Location
    Short Hills, NJ
    Twitter
    @DunBradstreet
    22,695 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,919 employees on LinkedIn®
    Ownership
    NYSE: DNB
Product Description
How are these determined?Information
This description is provided by the seller.

D&B Finance Analytics is a global credit-to-cash solution that provides Dun & Bradstreet data, analytics, and technology to help improve cash flow, increase operational efficiency, and mitigat

Users
No information available
Industries
  • Manufacturing
  • Accounting
Market Segment
  • 48% Mid-Market
  • 29% Small-Business
D&B Finance Analytics Credit Intelligence features and usability ratings that predict user satisfaction
6.9
Custom Reports
Average: 8.7
7.6
Report Types
Average: 8.7
8.6
Has the product been a good partner in doing business?
Average: 9.2
7.3
Custom KPIs
Average: 8.6
Verified User in Construction
UC
First time I used it, it went smoothly and stress free. Read review
Verified User in Financial Services
UF
The software is easy to use and well summarized Read review
Seller Details
Seller
Dun & Bradstreet
Company Website
HQ Location
Short Hills, NJ
Twitter
@DunBradstreet
22,695 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
Jedox
(188)4.3 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

    Users
    • Controller
    Industries
    • Information Technology and Services
    • Accounting
    Market Segment
    • 51% Mid-Market
    • 28% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
    • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
    • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jedox features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    8.7
    Report Types
    Average: 8.7
    8.5
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jedox
    Company Website
    Year Founded
    2002
    HQ Location
    Freiburg, Germany
    Twitter
    @Jedox
    1,666 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    381 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jedox is the world’s most adaptable planning and performance management platform that empowers organizations to deliver plans that outperform expectations. Over 2,900 organizations in 140 countries tr

Users
  • Controller
Industries
  • Information Technology and Services
  • Accounting
Market Segment
  • 51% Mid-Market
  • 28% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Jedox is a platform that combines planning, budgeting, forecasting, and reporting, eliminating the need for multiple tools and ensuring consistency across financial and operational planning.
  • Users like the flexibility of Jedox, its ability to eliminate manual errors, the seamless integration of data from multiple systems, and the speed and efficiency it brings to data access and management.
  • Users mentioned that building complex models and workflows in Jedox can require significant training and technical expertise, the platform can be slow when handling complex reports or large datasets, and the initial setup and onboarding process can be challenging and time-consuming.
Jedox features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
8.7
Report Types
Average: 8.7
8.5
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom KPIs
Average: 8.6
Seller Details
Seller
Jedox
Company Website
Year Founded
2002
HQ Location
Freiburg, Germany
Twitter
@Jedox
1,666 Twitter followers
LinkedIn® Page
www.linkedin.com
381 employees on LinkedIn®
Syft
(75)4.8 out of 5
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 69% Small-Business
    • 28% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Syft features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    9.1
    Report Types
    Average: 8.7
    9.0
    Has the product been a good partner in doing business?
    Average: 9.2
    8.5
    Custom KPIs
    Average: 8.6
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • PG
    Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
    SL
    Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Syft Analytics
    Year Founded
    2016
    HQ Location
    Wilmington, US
    Twitter
    @Syft_Analytics
    518 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    93 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Syft Analytics is an award-winning financial reporting and analytics software. Accountants and businesses use Syft to create financial reports, build consolidations, forecast performance, enhance repo

Users
No information available
Industries
  • Accounting
Market Segment
  • 69% Small-Business
  • 28% Mid-Market
Syft features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
9.1
Report Types
Average: 8.7
9.0
Has the product been a good partner in doing business?
Average: 9.2
8.5
Custom KPIs
Average: 8.6
PG
Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly. Read review
SL
Adds very sophisticated reporting capabilities to QuickBooks Online. Read review
Seller Details
Seller
Syft Analytics
Year Founded
2016
HQ Location
Wilmington, US
Twitter
@Syft_Analytics
518 Twitter followers
LinkedIn® Page
www.linkedin.com
93 employees on LinkedIn®
Aleph
(67)4.9 out of 5
Optimized for quick response
3rd Easiest To Use in Financial Analysis software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

    Users
    • Senior Financial Analyst
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 82% Mid-Market
    • 10% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
    • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
    • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Aleph features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    8.4
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    8.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Aleph
    Company Website
    Year Founded
    2020
    HQ Location
    New York, US
    Twitter
    @getaleph
    680 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Aleph is an AI-native FP&A platform that is transforming real-time data access and automation for finance teams. 150+ data connectors and bi-directional spreadsheet integrations put finance in

Users
  • Senior Financial Analyst
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 82% Mid-Market
  • 10% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Aleph is a finance tool that integrates with Excel and GSheets to build data pipelines from ERP and data warehouse, and supports extensive flagging and tagging of data in its cloud DB.
  • Reviewers frequently mention the ease of use, the ability to connect both ERP and BI tool in a single platform, and the platform's flexibility in creating and modifying dimensions within each table.
  • Users experienced long load times with NetSuite, slower Google sheets integration compared to Excel, and occasional bugs, and they also expressed a desire for more forecasting capabilities and the ability to modify tables within the Dashboard.
Aleph features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
8.4
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
8.3
Custom KPIs
Average: 8.6
Seller Details
Seller
Aleph
Company Website
Year Founded
2020
HQ Location
New York, US
Twitter
@getaleph
680 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Joiin
(79)4.7 out of 5
4th Easiest To Use in Financial Analysis software
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Joiin features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Financial Reporting & Consolidation Across Leading Accounting Platforms Joiin is a financial reporting and consolidation platform that connects to QuickBooks, Xero, Sage, and other leading acco

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
Joiin features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Custom KPIs
Average: 8.6
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
199 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Celonis
(321)4.5 out of 5
Optimized for quick response
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    About Celonis Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it wi

    Users
    • Senior Consultant
    • Analyst
    Industries
    • Information Technology and Services
    • Oil & Energy
    Market Segment
    • 63% Enterprise
    • 20% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Celonis is a process mining tool that visualizes operational data, identifies inefficiencies, and provides actionable insights for optimization.
    • Users like the user-friendly interface, proactive support team, and the ability to visualize complex process data, which aids in identifying bottlenecks and optimizing workflows.
    • Reviewers mentioned that the initial setup and data integration can be complex and time-consuming, the licensing model can be challenging for smaller-scale use cases, and the platform can be overwhelming for beginners.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Celonis features and usability ratings that predict user satisfaction
    8.5
    Custom Reports
    Average: 8.7
    8.3
    Report Types
    Average: 8.7
    8.8
    Has the product been a good partner in doing business?
    Average: 9.2
    8.9
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Celonis
    Company Website
    Year Founded
    2011
    HQ Location
    New York
    Twitter
    @Celonis
    17,469 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,798 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

About Celonis Celonis makes processes work for people, companies and the planet. The Celonis Process Intelligence Platform uses industry-leading process mining and AI technology and augments it wi

Users
  • Senior Consultant
  • Analyst
Industries
  • Information Technology and Services
  • Oil & Energy
Market Segment
  • 63% Enterprise
  • 20% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Celonis is a process mining tool that visualizes operational data, identifies inefficiencies, and provides actionable insights for optimization.
  • Users like the user-friendly interface, proactive support team, and the ability to visualize complex process data, which aids in identifying bottlenecks and optimizing workflows.
  • Reviewers mentioned that the initial setup and data integration can be complex and time-consuming, the licensing model can be challenging for smaller-scale use cases, and the platform can be overwhelming for beginners.
Celonis features and usability ratings that predict user satisfaction
8.5
Custom Reports
Average: 8.7
8.3
Report Types
Average: 8.7
8.8
Has the product been a good partner in doing business?
Average: 9.2
8.9
Custom KPIs
Average: 8.6
Seller Details
Seller
Celonis
Company Website
Year Founded
2011
HQ Location
New York
Twitter
@Celonis
17,469 Twitter followers
LinkedIn® Page
www.linkedin.com
3,798 employees on LinkedIn®
Budgyt
(103)4.8 out of 5
Optimized for quick response
9th Easiest To Use in Financial Analysis software
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings.

    Users
    • Controller
    • CFO
    Industries
    • Non-Profit Organization Management
    • Computer Software
    Market Segment
    • 61% Mid-Market
    • 35% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
    • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
    • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Budgyt features and usability ratings that predict user satisfaction
    8.4
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.7
    Has the product been a good partner in doing business?
    Average: 9.2
    8.1
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Budgyt
    Company Website
    Year Founded
    2013
    HQ Location
    New York, NY
    Twitter
    @budgyt
    124 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Budgyt is database-driven budgeting software that replaces Excel budgets entirely - eliminating formula errors, version control chaos, and the career-ending risk of broken budgets in board meetings.

Users
  • Controller
  • CFO
Industries
  • Non-Profit Organization Management
  • Computer Software
Market Segment
  • 61% Mid-Market
  • 35% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Budgyt is a budgeting platform that allows users to create, review, and compare multiple budgets, and includes features such as reporting options, data import/export functions, and an intuitive interface.
  • Reviewers frequently mention the user-friendly nature of the platform, its ability to save time in budget creation and comparison, and the responsive and helpful support provided by the Budgyt team.
  • Reviewers mentioned some difficulties with the initial setup cost, the less integrated visualizations add-on, the inability to edit certain formulas after cloning a scenario, and the lack of interface with certain software like Microsoft Dynamics.
Budgyt features and usability ratings that predict user satisfaction
8.4
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.7
Has the product been a good partner in doing business?
Average: 9.2
8.1
Custom KPIs
Average: 8.6
Seller Details
Seller
Budgyt
Company Website
Year Founded
2013
HQ Location
New York, NY
Twitter
@budgyt
124 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Fathom
(51)4.6 out of 5
View top Consulting Services for Fathom
Entry Level Price:$53.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

    Users
    No information available
    Industries
    • Accounting
    • Information Technology and Services
    Market Segment
    • 49% Small-Business
    • 31% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
    • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
    • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Fathom features and usability ratings that predict user satisfaction
    8.5
    Custom Reports
    Average: 8.7
    8.9
    Report Types
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    8.6
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Fathom Applications
    Company Website
    Year Founded
    2010
    HQ Location
    Brisbane, QLD
    Twitter
    @fathomhq
    7,433 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    80 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Fathom provides a suite of in-depth analysis tools and metrics which help you see exactly how well your business is performing. These tools and metrics help to assess profitability, cash flow, growth

Users
No information available
Industries
  • Accounting
  • Information Technology and Services
Market Segment
  • 49% Small-Business
  • 31% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Fathom is a reporting platform that automates financial reporting and provides customized and detailed reports, including forecasting and budgeting tools.
  • Reviewers appreciate Fathom's versatility, automation features, and the ability to save templates for rolling financials monthly, with many praising its intuitive interface, visual presentation of data, and exceptional customer support.
  • Reviewers mentioned that Fathom could be more customizable, struggles with handling and forecasting accruals, and that the process of uploading data via Excel and integrating with certain software can be complicated and time-consuming.
Fathom features and usability ratings that predict user satisfaction
8.5
Custom Reports
Average: 8.7
8.9
Report Types
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.2
8.6
Custom KPIs
Average: 8.6
Seller Details
Seller
Fathom Applications
Company Website
Year Founded
2010
HQ Location
Brisbane, QLD
Twitter
@fathomhq
7,433 Twitter followers
LinkedIn® Page
www.linkedin.com
80 employees on LinkedIn®
Global Database Risk Intelligence
(51)4.8 out of 5
7th Easiest To Use in Financial Analysis software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

    Users
    No information available
    Industries
    • Information Technology and Services
    • Transportation/Trucking/Railroad
    Market Segment
    • 82% Small-Business
    • 37% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Global Database Risk Intelligence features and usability ratings that predict user satisfaction
    10.0
    Custom Reports
    Average: 8.7
    10.0
    Report Types
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    10.0
    Custom KPIs
    Average: 8.6
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • EP
    The data undergoes regular updates, yet it could benefit from increased specificity and precision through the introduction of new labels or... Read review
    HG
    We collaborate with numerous local carriers and international freight forwarders, and having an extensive database at our fingertips is invaluable.... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Global Data Intelligence Limited
    Year Founded
    2015
    HQ Location
    Northampton, UK
    Twitter
    @Global_Database
    1,600 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    42 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

When it comes to making informed business decisions, the integrity and comprehensiveness of your data sources matter. Global Database presents its Business Credit Reports - an unparalleled tool design

Users
No information available
Industries
  • Information Technology and Services
  • Transportation/Trucking/Railroad
Market Segment
  • 82% Small-Business
  • 37% Mid-Market
Global Database Risk Intelligence features and usability ratings that predict user satisfaction
10.0
Custom Reports
Average: 8.7
10.0
Report Types
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
10.0
Custom KPIs
Average: 8.6
EP
The data undergoes regular updates, yet it could benefit from increased specificity and precision through the introduction of new labels or... Read review
HG
We collaborate with numerous local carriers and international freight forwarders, and having an extensive database at our fingertips is invaluable.... Read review
Seller Details
Seller
Global Data Intelligence Limited
Year Founded
2015
HQ Location
Northampton, UK
Twitter
@Global_Database
1,600 Twitter followers
LinkedIn® Page
www.linkedin.com
42 employees on LinkedIn®
Apliqo
(45)4.9 out of 5
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

    Users
    • Consultant
    • Senior Consultant
    Industries
    • Consulting
    • Information Technology and Services
    Market Segment
    • 62% Mid-Market
    • 31% Small-Business
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Apliqo features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    9.6
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.5
    Custom KPIs
    Average: 8.6
  • What G2 Users Think
    Expand/Collapse What G2 Users Think
    • Verified User in Consulting
    CC
    What I like best is the user-friendly interface, which is very easy to use. The operation is intuitive, and the seamless integration with IBM... Read review
    Verified User in Consulting
    CC
    Apliqo is the best Frontend tool I have used for Planning Analytics (TM1). It is very intuitive and easy to use. But also has the depth and... Read review
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Apliqo
    Company Website
    Year Founded
    2013
    HQ Location
    Zurich, CH
    Twitter
    @apliqo
    48 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Apliqo’s performance management applications harness your organisation’s unique complexity, so you can model the future and guide your business forward with confidence. As finance professionals ourse

Users
  • Consultant
  • Senior Consultant
Industries
  • Consulting
  • Information Technology and Services
Market Segment
  • 62% Mid-Market
  • 31% Small-Business
Apliqo features and usability ratings that predict user satisfaction
8.9
Custom Reports
Average: 8.7
9.6
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.5
Custom KPIs
Average: 8.6
Verified User in Consulting
CC
What I like best is the user-friendly interface, which is very easy to use. The operation is intuitive, and the seamless integration with IBM... Read review
Verified User in Consulting
CC
Apliqo is the best Frontend tool I have used for Planning Analytics (TM1). It is very intuitive and easy to use. But also has the depth and... Read review
Seller Details
Seller
Apliqo
Company Website
Year Founded
2013
HQ Location
Zurich, CH
Twitter
@apliqo
48 Twitter followers
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®