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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.

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.
46 Financial Analysis Products Available
View all Financial Analysis Software
View all Financial Analysis Software
Velixo
(220)4.7 out of 5
5th Easiest To Use in Financial Analysis software
View top Consulting Services for Velixo
Save to My Lists
  • 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 reporting tool that integrates with Excel to create reports using data from ERP systems like Sage Intacct and Acumatica.
    • Reviewers frequently mention the real-time data extraction, significant time savings, fewer manual errors, and the flexibility to customize reports using Excel as key benefits of Velixo.
    • Reviewers experienced a steep learning curve at the beginning, complex and time-consuming report setups, performance slowdowns with large datasets, and difficulties in troubleshooting due to the need for a good understanding of both Excel and the ERP.
  • 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 reporting tool that integrates with Excel to create reports using data from ERP systems like Sage Intacct and Acumatica.
  • Reviewers frequently mention the real-time data extraction, significant time savings, fewer manual errors, and the flexibility to customize reports using Excel as key benefits of Velixo.
  • Reviewers experienced a steep learning curve at the beginning, complex and time-consuming report setups, performance slowdowns with large datasets, and difficulties in troubleshooting due to the need for a good understanding of both Excel and the ERP.
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
Save to My Lists
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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G-Accon
(198)4.7 out of 5
13th Easiest To Use in Financial Analysis software
Save to My Lists
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 fetches data from Xero and creates records in Google Sheets, with the ability to build custom reports and sync data from accounting systems.
    • Reviewers frequently mention the valuable feature of pulling reports from Xero, the ease of syncing data to Google Sheets, and the ability to automate reports and save time.
    • Reviewers experienced issues with the need for manual data refresh, lack of real-time data reflection, steep learning curve, and a desire for more custom reports and default formatting options.
  • 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
    Company Website
    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 fetches data from Xero and creates records in Google Sheets, with the ability to build custom reports and sync data from accounting systems.
  • Reviewers frequently mention the valuable feature of pulling reports from Xero, the ease of syncing data to Google Sheets, and the ability to automate reports and save time.
  • Reviewers experienced issues with the need for manual data refresh, lack of real-time data reflection, steep learning curve, and a desire for more custom reports and default formatting options.
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
Company Website
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,427 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Prophix Software
(215)4.4 out of 5
Optimized for quick response
Save to My Lists
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 type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

    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 is a platform that allows users to configure permissions, build and share reports, and automate the process of budgeting, forecasting, and reporting.
    • Reviewers frequently mention the platform's stability, its ability to improve the efficiency of monthly reporting, and its role in onboarding new entities smoothly.
    • Reviewers experienced challenges in keeping up with the rapid introduction of new modules, limitations in charting features, and difficulties with processing assumptions for forecast 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
    1,982 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    546 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Prophix is a type of financial performance platform designed to help organizations enhance their decision-making processes through improved speed and accuracy. This software solution caters to the nee

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 is a platform that allows users to configure permissions, build and share reports, and automate the process of budgeting, forecasting, and reporting.
  • Reviewers frequently mention the platform's stability, its ability to improve the efficiency of monthly reporting, and its role in onboarding new entities smoothly.
  • Reviewers experienced challenges in keeping up with the rapid introduction of new modules, limitations in charting features, and difficulties with processing assumptions for forecast 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
1,982 Twitter followers
LinkedIn® Page
www.linkedin.com
546 employees on LinkedIn®
Drivetrain
(110)4.8 out of 5
Optimized for quick response
11th Easiest To Use in Financial Analysis software
Save to My Lists
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
    • Finance Manager
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 84% Mid-Market
    • 14% 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 consolidation and analysis tool that provides users with key performance indicators, dashboards, and customer and vendor information across multiple instances of QuickBooks in one database.
    • Users frequently mention the ease of use, the ability to automate reporting processes, and the excellent customer support as key benefits of using Drivetrain.
    • Users reported a steep learning curve, limitations in report building flexibility, and occasional slow speed during high-usage periods as drawbacks of the Drivetrain system.
  • 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
    50 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
  • Finance Manager
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 84% Mid-Market
  • 14% 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 consolidation and analysis tool that provides users with key performance indicators, dashboards, and customer and vendor information across multiple instances of QuickBooks in one database.
  • Users frequently mention the ease of use, the ability to automate reporting processes, and the excellent customer support as key benefits of using Drivetrain.
  • Users reported a steep learning curve, limitations in report building flexibility, and occasional slow speed during high-usage periods as drawbacks of the Drivetrain system.
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
50 Twitter followers
LinkedIn® Page
in.linkedin.com
91 employees on LinkedIn®
Jedox
(188)4.3 out of 5
Optimized for quick response
Save to My Lists
  • 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.
    • Reviewers appreciate the platform's flexibility, its ability to eliminate manual errors, and its seamless integration with existing databases, which enhances workflow and data accessibility.
    • Reviewers noted that the initial setup of Jedox can be challenging, requiring significant training and technical expertise, and that the platform can be slow when handling complex reports or large datasets.
  • 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
    1,669 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    379 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.
  • Reviewers appreciate the platform's flexibility, its ability to eliminate manual errors, and its seamless integration with existing databases, which enhances workflow and data accessibility.
  • Reviewers noted that the initial setup of Jedox can be challenging, requiring significant training and technical expertise, and that the platform can be slow when handling complex reports or large datasets.
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
1,669 Twitter followers
LinkedIn® Page
www.linkedin.com
379 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(94)4.4 out of 5
Optimized for quick response
7th Easiest To Use in Financial Analysis software
Save to My Lists
  • 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
    • 47% Mid-Market
    • 30% 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
    22,749 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
  • 47% Mid-Market
  • 30% 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
22,749 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
Syft
(75)4.8 out of 5
Save to My Lists
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
    92 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
92 employees on LinkedIn®
Aleph
(67)4.9 out of 5
Optimized for quick response
3rd Easiest To Use in Financial Analysis software
Save to My Lists
  • 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 like Aleph's ease of use, its ability to consolidate reporting across multiple source systems, its quick implementation, and the excellent customer service provided by the Aleph team.
    • Reviewers mentioned issues such as long load times, slow performance with complex dashboards and large datasets, occasional bugs, and a desire for more automation and forecasting capabilities.
  • 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
    683 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    76 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 like Aleph's ease of use, its ability to consolidate reporting across multiple source systems, its quick implementation, and the excellent customer service provided by the Aleph team.
  • Reviewers mentioned issues such as long load times, slow performance with complex dashboards and large datasets, occasional bugs, and a desire for more automation and forecasting capabilities.
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
683 Twitter followers
LinkedIn® Page
www.linkedin.com
76 employees on LinkedIn®
Joiin
(79)4.7 out of 5
4th Easiest To Use in Financial Analysis software
Save to My Lists
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
    197 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
197 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
Celonis
(321)4.5 out of 5
Optimized for quick response
Save to My Lists
  • 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.
    • Reviewers frequently mention the user-friendly interface, proactive support team, and the ability to visualize complex process data as key benefits of using Celonis.
    • Reviewers experienced challenges with the initial setup and data integration phase, found the licensing model difficult to navigate, and mentioned a steep learning curve for new users.
  • 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
    17,480 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    3,763 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.
  • Reviewers frequently mention the user-friendly interface, proactive support team, and the ability to visualize complex process data as key benefits of using Celonis.
  • Reviewers experienced challenges with the initial setup and data integration phase, found the licensing model difficult to navigate, and mentioned a steep learning curve for new users.
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
17,480 Twitter followers
LinkedIn® Page
www.linkedin.com
3,763 employees on LinkedIn®
Budgyt
(103)4.8 out of 5
Optimized for quick response
8th Easiest To Use in Financial Analysis software
Save to My Lists
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
    125 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    16 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
125 Twitter followers
LinkedIn® Page
www.linkedin.com
16 employees on LinkedIn®
Fathom
(51)4.6 out of 5
View top Consulting Services for Fathom
Save to My Lists
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 financial reporting and forecasting tool that automates note-taking, identifies speakers, categorizes insights, and integrates with Zoom.
    • Users like Fathom's versatility, automation features, and its ability to save templates for rolling financials monthly, as well as its seamless integration with QuickBooks Online and ERP systems.
    • Reviewers mentioned that Fathom struggles with handling and forecasting accruals, it can be complicated to learn at first, and it lacks advanced customization options for automated summaries.
  • 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
    7,437 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    81 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 financial reporting and forecasting tool that automates note-taking, identifies speakers, categorizes insights, and integrates with Zoom.
  • Users like Fathom's versatility, automation features, and its ability to save templates for rolling financials monthly, as well as its seamless integration with QuickBooks Online and ERP systems.
  • Reviewers mentioned that Fathom struggles with handling and forecasting accruals, it can be complicated to learn at first, and it lacks advanced customization options for automated summaries.
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
7,437 Twitter followers
LinkedIn® Page
www.linkedin.com
81 employees on LinkedIn®
Global Database Risk Intelligence
(51)4.8 out of 5
9th Easiest To Use in Financial Analysis software
Save to My Lists
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
Save to My Lists
  • 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®