# 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](https://www.g2.com/categories/financial-analysis) to ensure you get the right product. ## View Free Financial Analysis Software 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](https://research.g2.com/g2-scoring-methodologies). **58** Financial Analysis Products Available View all [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) View all [Financial Analysis Software](https://www.g2.com/categories/financial-analysis) ### [Velixo](https://www.g2.com/products/velixo/reviews) [By Velixo](https://www.g2.com/sellers/velixo) [ (261)4.7 out of 5 ](https://www.g2.com/products/velixo/reviews#reviews "Read Velixo Reviews") Product Description Velixo is Excel that knows what your ERP knows. Velixo is the real-time reporting, budgeting, and data automation layer that lives inside Excel and connects directly to your cloud ERP. No data ware **Users:** CFO, Controller · **Industries:** Construction, Accounting · **Market Segment:** 61% Mid-Market, 27% Small-Business User SentimentHow are these determined? Reviewers frequently mention the ease of use, the ability to create dynamic reports, and the time-saving benefits of Velixo's integration with Excel and Acumatica. Users mentioned issues with the availability and liveliness of tutorial videos, difficulties in understanding how fields are related and mapped, and occasional performance degradation with large data sets. Year Founded 2017 HQ Location Montreal, QC Company Website https://www.velixo.com/ Twitter @VelixoSolutions LinkedIn® Page https://www.linkedin.com/company/velixo/ ### [Causal](https://www.g2.com/products/lucanet-ag-causal/reviews) [By Lucanet AG](https://www.g2.com/sellers/lucanet-ag) [ (256)4.6 out of 5 ](https://www.g2.com/products/lucanet-ag-causal/reviews#reviews "Read Causal Reviews") Product Description 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 ![Verified User in Biotechnology](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "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](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588165) 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](https://www.g2.com/products/lucanet-ag-causal/reviews/causal-review-7588810) Year Founded 1999 HQ Location Berlin, Germany Company Website https://www.lucanet.com Twitter @LucaNet LinkedIn® Page https://www.linkedin.com/company/lucanet-ag/about [![G2 Advertising](/assets/my-g2-logo-41632af6f81a240a0a9886638f412b2ac9a29f4001534f8c83be89a58ef9d45d.svg "G2 Advertising")](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) Sponsored G2 Advertising Get 2x conversion than Google Ads with G2 Advertising! G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments. [ Learn More ](https://sell.g2.com/case-studies/how-aisdr-uses-g2-ads-to-turn-g2-into-top-5-traffic-source) ### [Prophix Software](https://www.g2.com/products/prophix-software/reviews) [By Prophix](https://www.g2.com/sellers/prophix) [ (219)4.4 out of 5 ](https://www.g2.com/products/prophix-software/reviews#reviews "Read Prophix Software Reviews") Product Description 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, 37% Enterprise User SentimentHow are these determined? Users frequently mention the ease of use, the ability to create custom reports, the integration with accounting software, and the time-saving consolidation process as key benefits. Reviewers experienced difficulties with the initial integration and setup, limitations in dashboard customization, issues with training for experienced users, and problems with the foreign currency features and reporting tool. Year Founded 1987 HQ Location Ontario, Canada Company Website https://www.prophix.com Twitter @prophix LinkedIn® Page https://www.linkedin.com/company/45052/ ### [G-Accon](https://www.g2.com/products/g-accon/reviews) [By G-Accon](https://www.g2.com/sellers/g-accon) [ (199)4.7 out of 5 ](https://www.g2.com/products/g-accon/reviews#reviews "Read G-Accon Reviews") Product Description 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 SentimentHow are these determined? 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. Year Founded 2017 HQ Location Novi, MI Company Website https://g-accon.com/ Twitter @G\_AcconServices LinkedIn® Page https://www.linkedin.com/company/g-accon ### [DualEntry](https://www.g2.com/products/dualentry/reviews) [By DualEntry](https://www.g2.com/sellers/dualentry) [ (122)4.9 out of 5 ](https://www.g2.com/products/dualentry/reviews#reviews "Read DualEntry Reviews") Product Description DualEntry is the AI-native ERP that helps finance teams achieve more in less time. With powerful automations, it takes manual work out of everything from everyday accounting, AR/AP, and revenue manage **Users:** Accountant · **Industries:** Accounting, Manufacturing · **Market Segment:** 48% Mid-Market, 34% Small-Business User SentimentHow are these determined? Reviewers like the user-friendly interface, the automation of repetitive tasks, the real-time data syncing, and the software's ability to handle high-volume transactions smoothly. Reviewers experienced issues with the initial setup being time-consuming, lack of detailed documentation for advanced features, limited customization options, and occasional integration problems with other tools. Year Founded 2024 HQ Location New York, US Company Website https://www.dualentry.com Twitter @dualentry LinkedIn® Page https://www.linkedin.com/company/dualentry/ ### [Coefficient](https://www.g2.com/products/coefficient/reviews) [By Coefficient](https://www.g2.com/sellers/coefficient) [ (188)4.7 out of 5 ](https://www.g2.com/products/coefficient/reviews#reviews "Read Coefficient Reviews") Product Description Coefficient is a new way to work with your company data better, faster, and more accurately without ever leaving your spreadsheet, integrating with the tools you already use. Install the Coefficien **Industries:** Computer Software, Information Technology and Services · **Market Segment:** 47% Mid-Market, 36% Small-Business User SentimentHow are these determined? Reviewers frequently mention the ease of use, the automation of routine tasks, the ability to set up automatic dashboards, and the time-saving benefits of Coefficient. Users experienced issues with the pricing structure, unclear error messages during data import, limitations in data extraction, and difficulties in setting up connections for others to refresh or debug. Year Founded 2020 HQ Location Palo Alto, CA Company Website https://coefficient.io/ Twitter @coefficient\_io LinkedIn® Page https://www.linkedin.com/company/coefficientworks/ ### [Drivetrain](https://www.g2.com/products/drivetrain-drivetrain/reviews) [By Drivetrain](https://www.g2.com/sellers/drivetrain) [ (113)4.8 out of 5 ](https://www.g2.com/products/drivetrain-drivetrain/reviews#reviews "Read Drivetrain Reviews") Product Description 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:** 83% Mid-Market, 14% Small-Business User SentimentHow are these determined? Reviewers appreciate the platform's ability to consolidate data from multiple sources, automate reporting processes, and provide real-time updates, along with its flexibility and excellent customer support. Reviewers noted a steep learning curve when starting with the platform, occasional issues with data connectors, and a lack of advanced AI analytics for variance analysis. Year Founded 2021 HQ Location Sunnyvale, US Company Website https://www.drivetrain.ai Twitter @DrivetrainAI LinkedIn® Page https://in.linkedin.com/company/drivetrainai ### [Fathom](https://www.g2.com/products/fathom/reviews) [By Fathom Applications](https://www.g2.com/sellers/fathom-applications) [ (94)4.7 out of 5 ](https://www.g2.com/products/fathom/reviews#reviews "Read Fathom Reviews") Product Description 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 **Industries:** Accounting, Information Technology and Services · **Market Segment:** 54% Small-Business, 35% Mid-Market User SentimentHow are these determined? Reviewers appreciate Fathom's reporting and visualization capabilities, its user-friendly interface, its ability to easily connect to QBO data, and its robust support and knowledge base. Reviewers noted issues with Fathom's cash flow behavior, difficulties in replacing Excel for model development, problems with QBO customer connection, limitations in flexibility, and complexities in consolidating group accounts. Year Founded 2010 HQ Location Brisbane, QLD Company Website https://www.fathomhq.com Twitter @fathomhq LinkedIn® Page https://www.linkedin.com/company/2631592/ ### [Aleph](https://www.g2.com/products/getaleph/reviews) [By Aleph](https://www.g2.com/sellers/aleph) [ (98)4.9 out of 5 ](https://www.g2.com/products/getaleph/reviews#reviews "Read Aleph Reviews") Product Description Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finan **Users:** Senior Financial Analyst, Finance Manager · **Industries:** Computer Software, Financial Services · **Market Segment:** 83% Mid-Market, 9% Small-Business User SentimentHow are these determined? Users like Aleph's intuitive interface, its ability to integrate with Excel and other platforms, and the speed and efficiency it brings to financial data analysis and reporting. Users reported that Aleph can sometimes be slow when updating large datasets, lacks some complex forecasting features, and its AI analysis needs to be more in-depth. Year Founded 2020 HQ Location New York, US Company Website https://www.getaleph.com Twitter @getaleph LinkedIn® Page https://www.linkedin.com/company/getaleph/ ### [D&B Finance Analytics Credit Intelligence](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews) [By Dun & Bradstreet](https://www.g2.com/sellers/dun-bradstreet) [ (98)4.5 out of 5 ](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews#reviews "Read D&B Finance Analytics Credit Intelligence Reviews") Product Description 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 **Industries:** Manufacturing, Accounting · **Market Segment:** 49% Mid-Market, 29% Small-Business ![Verified User in Construction](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Construction") UC First time I used it, it went smoothly and stress free.[Read review](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews/d-b-finance-analytics-credit-intelligence-review-5231881) ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF The software is easy to use and well summarized[Read review](https://www.g2.com/products/d-b-finance-analytics-credit-intelligence/reviews/d-b-finance-analytics-credit-intelligence-review-12035190) HQ Location Short Hills, NJ Company Website https://www.dnb.com Twitter @DunBradstreet LinkedIn® Page https://www.linkedin.com/company/2385/ Ownership NYSE: DNB ### [Jedox](https://www.g2.com/products/jedox/reviews) [By Jedox](https://www.g2.com/sellers/jedox) [ (188)4.3 out of 5 ](https://www.g2.com/products/jedox/reviews#reviews "Read Jedox Reviews") Product Description 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 SentimentHow are these determined? Users like that Jedox eliminates the need for multiple tools, ensures consistency across financial and operational planning, and allows for the creation of relationships between different data using formulas. Users mentioned that building complex models and workflows can require significant training, the speed is sometimes not optimal due to complex reports, and there have been some glitches such as reports disappearing or the drag and drop feature in dynamic reports occasionally stopping working. Year Founded 2002 HQ Location Freiburg, Germany Company Website https://www.jedox.com Twitter @Jedox LinkedIn® Page https://www.linkedin.com/company/231653/ ### [Syft](https://www.g2.com/products/syft-analytics-syft/reviews) [By Syft Analytics](https://www.g2.com/sellers/syft-analytics) [ (76)4.8 out of 5 ](https://www.g2.com/products/syft-analytics-syft/reviews#reviews "Read Syft Reviews") Product Description 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 **Industries:** Accounting · **Market Segment:** 70% Small-Business, 28% Mid-Market PG Easy, hassle free monthly reporting to clients. We use Sage Cloud and Syft integrates seamlessly.[Read review](https://www.g2.com/products/syft-analytics-syft/reviews/syft-review-8917377) SL Adds very sophisticated reporting capabilities to QuickBooks Online.[Read review](https://www.g2.com/products/syft-analytics-syft/reviews/syft-review-8938711) Year Founded 2016 HQ Location Wilmington, US Company Website https://www.syftanalytics.com/?ref=g2 Twitter @Syft\_Analytics LinkedIn® Page https://www.linkedin.com/company/17981719 ### [Joiin](https://www.g2.com/products/joiin/reviews) [By Joiin](https://www.g2.com/sellers/joiin) [ (83)4.7 out of 5 ](https://www.g2.com/products/joiin/reviews#reviews "Read Joiin Reviews") Product Description Smarter Financial Reporting & Consolidation Across Leading Accounting Platforms and Spreadsheets Joiin is a financial reporting and consolidation platform built for businesses and accountants t **Users:** CFO, Finance Director · **Industries:** Accounting, Computer Software · **Market Segment:** 63% Small-Business, 35% Mid-Market User SentimentHow are these determined? 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. Year Founded 2018 HQ Location Exeter, UK Company Website https://www.joiin.co/ Twitter @joiinreporting LinkedIn® Page https://www.linkedin.com/company/joiin ### [Celonis](https://www.g2.com/products/celonis/reviews) [By Celonis](https://www.g2.com/sellers/celonis) [ (322)4.5 out of 5 ](https://www.g2.com/products/celonis/reviews#reviews "Read Celonis Reviews") Product Description Celonis makes processes work — for people, companies, and the planet. Powered by process mining and AI, the Celonis Process Intelligence Platform integrates process data and business context to create **Users:** Senior Consultant, Analyst · **Industries:** Information Technology and Services, Oil & Energy · **Market Segment:** 63% Enterprise, 20% Small-Business User SentimentHow are these determined? Users frequently mention the effectiveness of Celonis in turning complex operational data into clear, actionable insights, its user-friendly interface, proactive support team, and its ability to visualize actual process flow. Reviewers mentioned the complexity and cost of Celonis, the difficulty in processing large amounts of data, issues with data integration, and the constant changes in the licensing structure. Year Founded 2011 HQ Location New York Company Website https://www.celonis.com Twitter @Celonis LinkedIn® Page https://www.linkedin.com/company/3118913/ ### [Budgyt](https://www.g2.com/products/budgyt/reviews) [By Budgyt](https://www.g2.com/sellers/budgyt) [ (103)4.8 out of 5 ](https://www.g2.com/products/budgyt/reviews#reviews "Read Budgyt Reviews") Product Description 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 SentimentHow are these determined? 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. Year Founded 2013 HQ Location New York, NY Company Website https://www.budgyt.com Twitter @budgyt LinkedIn® Page https://www.linkedin.com/company/11036487/ - ‹ Prev‹ Prev - 1 - [2](/categories/financial-analysis/free?order=g2_score&page=2#product-list) - [3](/categories/financial-analysis/free?order=g2_score&page=3#product-list) - [4](/categories/financial-analysis/free?order=g2_score&page=4#product-list) - [Next ›Next ›](/categories/financial-analysis/free?order=g2_score&page=2#product-list)