Top Free Financial Analysis Software - Page 3

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 208

Category Stats (Aug 2026)

  • Average Rating: 4.53/5 (↓0.01 vs Jul 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nominal (+1.01%) - Among all products in this category, Nominal recorded the largest rating increase compared to last month

Last updated: August 07, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,800+ Authentic Reviews
  • 208+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Financial Analysis Software

G2 Grid® for Financial Analysis Software plotting products by satisfaction and market presence

Highlighted products: Datarails, D&B Finance Analytics Credit Intelligence, DualEntry, Vena, Velixo, Aleph, LiveFlow, and Fathom.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-analysis/grids.json?focus%5B%5D=datarails&focus%5B%5D=d-b-finance-analytics-credit-intelligence&focus%5B%5D=dualentry&focus%5B%5D=vena&focus%5B%5D=velixo&focus%5B%5D=getaleph&focus%5B%5D=liveflow&focus%5B%5D=fathom)

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Compass AI

Compass AI is your 24/7 AI CFO - tracking income & expenses, forecasting cash flow, and flagging savings so growing businesses save time, cut CFO fees, and boost profits.

Average Rating: 4.8/5.0

Total Reviews: 3

How Do G2 Users Rate Compass AI?

  • Custom Reports: 10.0/10 (Category avg: 8.7/10)
  • Report Types: 10.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Compass AI?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Compass AI?

AI-generated summary from verified user reviews

Pros
  • Users value the time-saving capabilities of Compass AI, effortlessly tracking finances and generating insights instantly.
  • Users value the automation features of Compass AI, which effortlessly manages finances and provides valuable insights.
  • Users enjoy the simplicity of collaboration with Compass AI, benefiting from quick access to essential information.
  • Users find the ease of use of Compass AI exceptional, enabling quick access to information effortlessly.
  • Users appreciate the fast implementation of Compass AI, enabling quick access to essential information effortlessly.
Cons
  • Users find the steep learning curve of Compass AI challenging, especially for those new to AI assistance.

What Are Recent G2 Reviews of Compass AI?

GiaGPT

GiaGPT is Generative AI for Finance. GIaGPT is a secure and safe AI Copilot for enterprise finance executives empowering them to get quick and fast analytics using easy natural language chat. Simply load your ERP reports or finance documents and start analyzing instantly. Get the insights, easy to understand summaries and colorful visual graphs and plots.

Average Rating: 5.0/5.0

Total Reviews: 3

How Do G2 Users Rate GiaGPT?

  • Custom Reports: 9.2/10 (Category avg: 8.7/10)
  • Report Types: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 9.2/10)
  • Custom KPIs: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind GiaGPT?

  • Seller: Emagia
  • Year Founded: 1998
  • HQ Location: Santa Clara, US
  • LinkedIn® Page: www.linkedin.com
    105 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 67% Large, 33% Medium

What Are Recent G2 Reviews of GiaGPT?

Jenji

Founded in 2015 in Paris, Jenji is a fast-growing startup. Jenji is one of the leaders in professional expense management and dematerialization solutions for companies. It offers management solutions for expense reports, lump-sum indemnities and professional expenses designed for medium and large companies. Jenji has reinvented expense management solutions by relying on Cloud and AI technologies to create a user interface accessible across devices, everywhere in the world, giving finance departments real-time and consistent data.

Average Rating: 3.9/5.0

Total Reviews: 8

How Do G2 Users Rate Jenji?

  • Custom Reports: 8.3/10 (Category avg: 8.7/10)
  • Report Types: 6.7/10 (Category avg: 8.8/10)
  • Custom KPIs: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Jenji?

  • Seller: Jenji
  • Year Founded: 2015
  • HQ Location: Paris La Défense, FR
  • Twitter: @JenjiApp
    1,097 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    25 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Medium, 25% Large

What Do G2 Reviewers Say About Jenji?

AI-generated summary from verified user reviews

Pros
  • Users value the automation in Jenji, significantly reducing time spent on manual expense entry and tracking.
  • Users value the automation efficiency of Jenji, significantly reducing time spent on manual expense entry.
  • Users appreciate the convenience of Jenji for its user-friendly interface and seamless expense tracking.
  • Users value the clear dashboard and reporting features of Jenji for their transparency and organizational efficiency.
  • Users appreciate the intuitive and user-friendly platform of Jenji, enhancing their expense tracking and management experience.
Cons
  • Users find that integration issues with external tools create challenges that impact their overall experience with Jenji.
  • Users find the learning curve for Jenji challenging at first, hindering quick adaptation to its features.
  • Users note the slow performance of the mobile app when uploading multiple receipts, affecting efficiency.
  • Users find the learning curve for Jenji challenging, particularly for those unfamiliar with its features initially.
  • Users face upload issues with Jenji's mobile app, particularly when submitting multiple receipts quickly.

What Are Recent G2 Reviews of Jenji?

What Are G2 Users Discussing About Jenji?

PATH

• Connect Your Data with Your Team: Path allows you to take complete control of your data. Using a combination of Data Mash and Data Slicing, you can grab individual pieces of data and create custom formulas to meet your specific business needs. • Small Business Owners: Focus your team on the actions that make your business successful. o Organize your team to think, communicate and act as a single unit. • Accountants, Advisors and Bookkeepers: Become a member of your client’s team. o Deliver solutions and ideas your clients can use. • Tell Your Company’s Story: Path allows you to create Milestones of critical events that impact your company’s performance. Milestones are like creating a living history of your company’s successes, accomplishments, and failures.

Average Rating: 4.3/5.0

Total Reviews: 3

How Do G2 Users Rate PATH?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 9.2/10)

Who Is the Company Behind PATH?

Who Uses This Product?

  • Company Size: 67% Small, 33% Medium

What Are Recent G2 Reviews of PATH?

What Are G2 Users Discussing About PATH?

Autymate

Autymate is an AI Growth Advisor for multi-location businesses and franchises. It connects QuickBooks, POS, payroll, and 500+ apps in minutes (no IT needed) to consolidate financial, operational, and marketing data across all locations. Our AI analyzes 24+ months of transactions, benchmarks against similar businesses, identifies profit leaks with exact dollar amounts, and delivers a personalized Profit Playbook with actionable fixes and 1,500+ proven growth strategies from top business books. Key features include real-time dashboards, color-coded scorecards, automated royalty processing, goal setting with accountability streaks, and 4-level financial drill-down. Built for franchisors, franchise owners, and accountants to spot hidden money, automate reporting, and scale profit fast.

Average Rating: 4.5/5.0

Total Reviews: 2

Who Is the Company Behind Autymate?

  • Seller: Autymate
  • Year Founded: 2018
  • HQ Location: Louisville, US
  • LinkedIn® Page: www.linkedin.com
    19 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Autymate?

Fractional Labs

Fractional Labs is an AI-powered financial intelligence platform built by enterprise software veterans with 20+ years at Oracle, Salesforce, and DocuSign. Founded in 2025 and headquartered in Los Angeles, the platform serves SMB founders, CPAs, fractional CFOs, and finance teams across North America, the UK, and Australia. The platform connects directly to QuickBooks Online, QuickBooks Desktop, and 12,000+ bank accounts via Plaid to deliver 569 AI-powered report templates — including P&L analysis, balance sheet reviews, cash position reports, trial balance reconciliation, cash flow forecasting, variance analysis, investor updates, and board-ready presentations. Every report includes AI-generated commentary explaining what changed, why it matters, and what to do next. Fractional Labs replaces $3,000–$10,000/month fractional CFO engagements with always-on AI financial intelligence starting at $99/month. Connect your accounts, get your first CFO-level report in under 5 minutes, and automate scheduled delivery to your inbox — no spreadsheets, no consultants, no waiting. Free 3-day trial with full access, no credit card required.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Fractional Labs?

  • Report Types: 10.0/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Fractional Labs?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Fractional Labs?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the insightful dashboards for aiding in better decision-making and project management clarity.
  • Users appreciate the ease of use of Fractional Labs, finding it quick and straightforward to set up reporting.
  • Users highlight the reporting efficiency of Fractional Labs, praising its robust, quick, and user-friendly setup.
  • Users appreciate the speed and ease of reporting setup with Fractional Labs, enjoying its robust options.
Cons
  • Users find the PDF feature lacking, which detracts from an otherwise excellent tool for financial analysis.

What Are Recent G2 Reviews of Fractional Labs?

Hadaly

Hadaly gives SMBs, professionals, and entrepreneurs access to CFO-level financial intelligence without needing an internal finance team. It transforms accounting and business data into dashboards, benchmarks, valuation insights, and strategic recommendations. The platform produces professional deliverables including Business Valuation Reports, CIMs, Teasers, Financial Forecasting Reports, Financing Preparation Files, and Due Diligence Financial Analyses. Users can better understand performance, prepare financing, support transactions, and improve decision-making. Hadaly helps companies increase clarity, credibility, and business value.

Average Rating: 5.0/5.0

Total Reviews: 2

How Do G2 Users Rate Hadaly?

  • Custom Reports: 10.0/10 (Category avg: 8.7/10)
  • Report Types: 10.0/10 (Category avg: 8.8/10)
  • Custom KPIs: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Hadaly?

  • Seller: Hadaly
  • Year Founded: 2022
  • HQ Location: Montreal, CA
  • LinkedIn® Page: www.linkedin.com
    10 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Hadaly?

Maus

Strategic Planning and execution that multiplies business value. Maus is an all-in-one platform for strategic, financial, and exit planning that turns big ideas into action. In one easy-to-use platform, you can plan, implement, measure and grow your business. It’s not enough to simply create a plan. With Maus, you can turn your strategy into the roadmap for success while aligning with your financial and business value goals

Average Rating: 4.8/5.0

Total Reviews: 4

Who Is the Company Behind Maus?

  • Seller: MAUS Software
  • Year Founded: 1990
  • HQ Location: Land O' Lakes, US
  • Twitter: @MAUS_Software
    200 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    14 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Maus?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the comprehensive platform of MAUS Hub, enhancing strategic and financial planning for simpler business management.
  • Users praise the ease of use of MAUS Hub, facilitating strategic and financial planning seamlessly.
  • Users appreciate the easy setup of MAUS Hub, making strategic and financial planning straightforward for businesses.
  • Users appreciate the efficiency of MAUS Hub, enhancing strategic and financial planning for simplified business management.
  • Users appreciate the comprehensive platform of MAUS Hub, enhancing strategic and financial planning for simplified business management.
Cons
  • Users are concerned about the affordability issues due to the absence of a free trial before purchase.
  • Users find the lack of a free trial expensive, discouraging potential users from committing to Maus financially.
  • Users find the learning curve steep, making it hard for newcomers to utilize Maus's comprehensive features effectively.
  • Users find the steep learning curve challenging, making it hard to fully utilize Maus's extensive features.

What Are Recent G2 Reviews of Maus?

What Are G2 Users Discussing About Maus?

PivotXL

PivotXL is an innovative provider of complete Corporate Performance Management (CPM) solutions. PivotXL combines a centralized database, sophisticated workflow, powerful reporting and best of all full built on-top of Excel to create a cloud-based financial planning and analysis (FP&A) solution. Unlike traditional software that replaces Excel with rigid with non-user friendly applications, PivotXL allows you to stay in excel and helps finance professionals to get trusted numbers.

Average Rating: 4.3/5.0

Total Reviews: 2

How Do G2 Users Rate PivotXL?

  • Custom Reports: 8.3/10 (Category avg: 8.7/10)
  • Report Types: 7.5/10 (Category avg: 8.8/10)
  • Custom KPIs: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind PivotXL?

  • Seller: PivotXL
  • Year Founded: 2017
  • HQ Location: Danville, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of PivotXL?

Predict Growth

Predict Growth: The Co-Pilot Every Founder Deserves As a founder, your time is everything. Juggling disconnected tools, messy docs, and endless drafts isn’t just frustrating—it’s holding you back. That’s where Predict Growth steps in. We’re the digital co-pilot every founder needs, bringing your business planning, pitch deck creation, and investor data room into one simple, structured platform. No fluff, no extra clicks—just everything you need to move fast, stay organized, and tell your story like a pro. 🥳 Why Founders Choose Predict Growth 💡Turn Ideas into Action: Nail your business plan with guided frameworks that help you document your strategy, validate your vision, and focus on what matters most. 💡 Master the Art of the Pitch: Whether you’re raising seed or Series A, our storytelling tools and stage-specific templates make building your pitch deck seamless, impactful, and ready to wow investors. 💡 Be Investor-Ready Anytime: Keep your business plans, decks, and collateral in a clean, secure data room. No more scrambling when it’s time to share—your best foot is always forward. 💡 One Platform, Zero Stress: From business planning to investor updates, we eliminate the chaos of scattered tools so you can spend less time on admin and more on building your dream. 🚀 We know the founder’s journey—it’s why we built Predict Growth. Our platform isn’t just another tool; it’s your digital co-pilot, empowering you to focus less on admin and more on building the future you’ve envisioned. 🤝 Let Predict Growth handle the details, so you can focus on changing the game.

Average Rating: 4.5/5.0

Total Reviews: 4

How Do G2 Users Rate Predict Growth?

  • Custom Reports: 10.0/10 (Category avg: 8.7/10)
  • Report Types: 9.2/10 (Category avg: 8.8/10)
  • Custom KPIs: 9.2/10 (Category avg: 8.6/10)

Who Is the Company Behind Predict Growth?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Predict Growth?

AI-generated summary from verified user reviews

Pros
  • Users find that forecasting capabilities of Predict Growth provide essential insights for navigating startup challenges effectively.
  • Users appreciate the comprehensive analytics of Predict Growth, aiding in identifying blind spots and overlooked aspects of their business.
  • Users value the comprehensive documentation capabilities of Predict Growth, aiding in business insight and oversight.
  • Users appreciate the ease of use of Predict Growth, highlighting its user-friendly and uncomplicated interface.
  • Users value the fast implementation of Predict Growth, making it easy and user-friendly to get started quickly.
Cons
  • Users feel the UI design is poor, lacking sleekness despite the good functionality of Predict Growth.
  • Users feel the UI could be improved, noting that a sleeker design would enhance the overall experience.

What Are Recent G2 Reviews of Predict Growth?

Finatical Flash Reports

With Finatical Software's Flash Reports, you can refresh QuickBooks Online finance data in your own Excel sheet, saving you time and headaches while making your work a lot easier and faster. Flash Reports is an Excel add-in that allows you to easily build your own reports, add custom columns and your own calculations. Perform instant refreshes and get the latest QBO data in the Excel format you know and love. Easily drill to detail with ability to sort, filter and reconcile at speed. Consolidate data from different sources for better insights. Great alternative to Infor F9 financial reporting!

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Finatical Flash Reports?

  • Custom Reports: 10.0/10 (Category avg: 8.7/10)
  • Report Types: 10.0/10 (Category avg: 8.8/10)
  • Custom KPIs: 10.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Finatical Flash Reports?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Finatical Flash Reports?

AI-generated summary from verified user reviews

Pros
  • Users commend the budgeting efficiency of Finatical Flash Reports, enhancing financial insights and management effortlessly.
  • Users appreciate the user-friendly dashboards of Finatical Flash Reports, enhancing their experience with great support.
  • Users value the ease of use of Finatical Flash Reports, complemented by excellent support and useful updates.
  • Users value the seamless Excel integration with QBO, enhancing ease of use and account management.
  • Users highlight the ease of use and great support from recent updates to Finatical Flash Reports.
Cons
  • Users find customization difficulties with Finatical Flash Reports, especially if they lack Excel experience.

What Are Recent G2 Reviews of Finatical Flash Reports?

PowerExcel

PowerExcel is an Excel Add-in, a way to tap into visionary planning and analytics, and a game-changer in the world of data-driven decision-making. This cutting-edge software leverages advanced algorithms and predictive analytics to transform raw data into actionable insights, enabling businesses to make strategic decisions with confidence... in Excel! With its intuitive Excel interface and powerful capabilities, users can easily explore, analyze, and visualize their data, uncovering hidden patterns and trends that were previously inaccessible. The tool goes beyond traditional reporting and forecasting, empowering organizations to proactively anticipate future scenarios, optimize resources, and drive sustainable growth. By providing a holistic view of business performance, identifying key drivers of success, and offering real-time monitoring and collaboration capabilities, this visionary tool revolutionizes the planning process, facilitating agile and informed decision-making. With its ability to integrate data from various sources and adapt to evolving business needs, it is a must-have for Finance teams.

Average Rating: 4.0/5.0

Total Reviews: 1

Who Is the Company Behind PowerExcel?

  • Seller: PARIS Technologies
  • Year Founded: 1998
  • HQ Location: Doylestown, Pennsylvania, United States
  • Twitter: @PARIS_Tech
    1,024 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    33 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of PowerExcel?

UniFi

UniFi is a powerful and innovative platform with limitless use cases for finance and all connected departments. You get an extensive range of features that can be combined for an unlimited number of uses cases. UniFi is enterprise-grade software without the cost. It is one App to replace your 3rd party systems, giving you significant cost savings. It will enhance your Finance, ERP or HR system and keep your data in one place, giving you a single source of truth. This solution leverages modern technology to seamlessly adapt to the future office of the CFO and facilitate closer collaboration between finance and other departments. It can be fully configured and customized to meet diverse requirements, regardless of whether they are finance-related or not. Full users get access to: No-code Application Builder Business Process Management Automation Accounting Automation Middleware & Integration Excel Add-in Work OS Workflow Creator Business Intelligence Document Management Pre-installed Foundation Apps Machine Learning Artificial Intelligence Use cases: 1. Purchasing (P2P) 2. Sales (O2C) 3. Financial Accounting 4. Reporting and Analytics 5. Human Resources 6. Compliance and Audit 7. Middleware & Integration 8. Optical Character Recognition

Average Rating: 5.0/5.0

Total Reviews: 12

How Do G2 Users Rate UniFi?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 9.2/10)

Who Is the Company Behind UniFi?

Who Uses This Product?

  • Company Size: 38% Medium, 38% Small

What Are Recent G2 Reviews of UniFi?

Value Analytics

Value Analytics is a web-based data provider servicing the business valuation community. We provide pre-processed public company financial statement and equity data, as well as customizable data analysis tools, all under a subscription-based model. Value Analytics' low cost and highly flexible platform serves small business valuation and accounting firms. Value Analytics is based in Pittsburgh, Pennsylvania, and was founded in 2021.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Value Analytics?

  • Custom Reports: 8.3/10 (Category avg: 8.7/10)
  • Report Types: 8.3/10 (Category avg: 8.8/10)
  • Custom KPIs: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind Value Analytics?

Who Uses This Product?

  • Company Size: 100% Large

What Do G2 Reviewers Say About Value Analytics?

AI-generated summary from verified user reviews

Pros
  • Users value the forecasting capabilities of Value Analytics, effectively transforming large datasets into actionable insights.
  • Users value the ability to derive actionable insights from large datasets, facilitating targeted marketing strategies.
Cons
  • Users find the complexity of data and setup overwhelming, making the initial experience challenging and time-consuming.
  • Users find the steep learning curve of Value Analytics overwhelming, especially with complex data and dashboard setup.

What Are Recent G2 Reviews of Value Analytics?

ValuHub

ValuHub was built to modernize how finance professionals perform valuation and financial analysis. Designed for M&A advisors, investment teams, finance professionals, and search funds, the platform combines DCF valuation, trading & transaction multiples, Monte Carlo simulation, AI-powered analysis, and an industry-first Search Fund module in a unified cloud-based workflow. ValuHub helps users automate financial modelling, reduce Excel dependency, import financial statements, and generate faster, data-driven insights with integrated global market intelligence, scenario analysis, and executive-ready reporting.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind ValuHub?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of ValuHub?