Top Free Financial Analysis Software - Page 4

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 253

Category Stats (Oct 2026)

  • Average Rating: 4.54/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Jedox (+0.51%) - Among all products in this category, Jedox recorded the largest rating increase compared to last month

Last updated: October 16, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 9,000+ Authentic Reviews
  • 253+ 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, Fathom, Aleph, and LiveFlow.

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=fathom&focus%5B%5D=getaleph&focus%5B%5D=liveflow)

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, US
  • Twitter: @PARIS_Tech
    1,024 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of PowerExcel?

Una AI

Una is an AI-Native Financial Budgeting, Planning, Forecasting, and Modelling software designed to help users drive execution in financial planning and analysis (FP&A). Unlike traditional FP&A tools that often rely on static data and rigid frameworks, Una offers a dynamic solution that adapts to the ever-changing needs of businesses. This innovative software empowers finance teams to move beyond mere analysis and instead focus on actionable insights that can influence outcomes and align strategies with real-time business conditions. Targeted primarily at finance professionals and organizations looking to enhance their planning processes, Una is particularly beneficial for companies that require agility in their financial operations. The software is designed for users who need to respond quickly to market changes, ensuring that their financial strategies remain relevant and effective. By integrating native AI capabilities, Una streamlines the planning process, allowing finance teams to create and adjust forecasts with ease, thus enabling more informed decision-making. Key features of Una include its AI-powered analytics, which provide real-time insights into financial performance, and its execution-focused planning capabilities. These features allow users not only to forecast potential outcomes but also to actively drive them through informed strategic adjustments. The software’s agile financial planning framework enables organizations to pivot quickly in response to changing market dynamics, ensuring that financial strategies are always aligned with current business realities. Additionally, Una stands out in the market by offering a user-friendly interface that simplifies complex financial data, making it accessible for users at all levels of expertise. This ease of use, combined with the software's robust performance metrics, allows finance teams to collaborate effectively and make data-driven decisions that enhance overall business performance. By focusing on execution rather than analysis alone, Una transforms how organizations approach financial planning, ultimately improving operational efficiency and strategic alignment.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Una AI?

  • Seller: Una AI
  • Company Website:
  • HQ Location: N/A
  • LinkedIn® Page: www.linkedin.com
    41 employees on LinkedIn®

What Are Recent G2 Reviews of Una AI?

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?

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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?

  • Seller: Value Analytics
  • Year Founded: 2021
  • HQ Location: Mars, US
  • Twitter: @Value_Analytics
    11 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

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 insightful forecasting of Value Analytics, enabling targeted strategies for improving branch performance and customer engagement.
  • Users value the ability to transform large datasets into actionable insights, enhancing decision-making for targeting customers effectively.
Cons
  • Users find the complexity of Value Analytics overwhelming initially, making onboarding and dashboard setup challenging.
  • Users find the steep learning curve challenging, noting complexity and slow onboarding in Value Analytics.

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?

Accountail

Accountail is an advanced AI-driven software tailored for accountants and auditors. It streamlines the generation of detailed reports, including financial analyses, tax audits, regulatory compliance assessments, and much more through an intuitive file upload process. Offering customization options, it ensures tailored insights, prioritizes data security, and provides strategic decision support. With an affordable tiered subscription model, it caters to businesses of all sizes. Beyond basic reporting, Accountail excels in predictive modeling and scenario analysis, contributing to strategic planning and risk management. It stands as a crucial asset for professionals, optimizing financial report efficiency and fostering financial insight in the accounting and auditing landscape.

Who Is the Company Behind Accountail?

Alpyne

Alpyne is a financial data integration and workflow management platform designed for fractional CFOs, accounting professionals, and finance teams. It consolidates client data from multiple systems—such as accounting software, CRMs, and payment processors—into a single hub, automatically standardizing it into a consistent format for reporting, modeling, and analysis. Alpyne is an FP&A (Financial Planning & Analysis) and business intelligence tool, with a focus on simplifying the operational complexity of managing multiple client environments. The primary use case for Alpyne is to reduce the manual effort required to collect, clean, and interpret financial data across different systems. Fractional CFOs often work with multiple clients who use a wide range of tools (e.g., QuickBooks, Xero, NetSuite, Stripe, Salesforce, HubSpot). Each system exports data differently, making it difficult to build accurate models or provide timely insights. Alpyne automates these processes, enabling finance professionals to deliver real-time dashboards, rolling forecasts, and standardized reporting without needing to build everything from scratch each month. Key features and benefits include: • Centralized Data Hub: Connects to accounting platforms, CRMs, payment processors, and other business systems, eliminating the need to log into multiple portals or download separate files. • Automated Data Standardization: Conforms incoming information to a GAAP-aligned structure, reducing errors and the need for manual reformatting. • Dynamic Dashboards and Reporting: Provides pre-configured and customizable dashboards, giving both CFOs and clients immediate access to real-time insights. • Spreadsheet Synchronization: Syncs live data directly into Google Sheets, allowing users to continue working in familiar templates while maintaining accuracy and timeliness. • Financial Modeling and Forecasting: Supports rolling forecasts, budgets, and scenario planning, integrating directly with client ledgers for consistency. • Workflow Management: Enables CFOs to manage client engagements, reporting cycles, and portfolio-wide views in one interface, supporting scalability and consistency. Alpyne is most relevant for: • Independent fractional CFOs managing a small portfolio of clients who want to reduce manual data wrangling. • Mid-sized CFO firms that require standardized processes and consistency across dozens of clients. • Larger finance organizations or CPA firms expanding into advisory services, looking to scale their offerings beyond traditional bookkeeping or audit. By replacing fragmented, repetitive workflows with a continuously updated system, Alpyne helps finance professionals spend less time on administrative tasks and more time on higher-value strategic work. It provides the infrastructure for CFOs to scale, deliver consistent insights, and respond quickly to client needs, while maintaining confidence in the accuracy of financial data.

Who Is the Company Behind Alpyne?

  • Seller: Alpyne
  • Year Founded: 2021
  • HQ Location: Salt Lake City, US
  • LinkedIn® Page: www.linkedin.com
    3 employees on LinkedIn®

Bunker

Bunker is your Plug & Play Financial Analytics Software with Pivot Ready Excel and Gsheets. Through direct API connections to Xero, Netsuite and QuickBooks, Bunker streamlines the process of accessing, analyzing, and presenting financial data - with speed. It automates data integration and offers powerful visualization tools such as: - Overview Dashboard - Accounts Receivable Dashboard - Cash Flow Dashboard - Vendor Dashboard - Profit & Loss Views - Pivotable GL data via Exports or GSheet extensions Designed for finance professionals, Bunker allows users to handle more accounts, deliver faster analysis, and provide high-quality, data-driven strategic advice. By acting as a force multiplier in financial management, Bunker empowers users to scale their impact while maintaining the depth and quality of their analysis, whether working with a single company or multiple clients. Security: SOC 2, GDPR and ISO 27001 certified

Who Is the Company Behind Bunker?

BVOPro

BVOPro is business valuation software designed to streamline assessments for financial professionals. Created by forensic accountants, it simplifies complex valuation processes with its Valuation Amplifier Dashboard (VAD), offering analytical tools and risk assessments to evaluate financial scenarios effectively. The software integrates sales data and industry comparisons to ensure valuations align with market conditions. Benchmarking features validate assessments against industry standards, while visualisations make financial metrics easier to understand. With an intuitive interface and step-by-step guidance, BVOPro enables efficient, comprehensive assessments, allowing professionals to focus on analysis and strategy. Combining technical accuracy with usability, it makes business valuation accessible while upholding professional standards.

Who Is the Company Behind BVOPro?

  • Seller: BVOPro
  • Year Founded: 2023
  • HQ Location: Wollongong, AU
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®

Calculators Hub

Calculators Hub is a free suite of online calculators built for fast, accurate everyday problem solving. The platform covers math and statistics, health and fitness, finance and income, and unit conversions, giving students, professionals, and everyday users reliable answers without any signup or paywall. Each tool is designed to be simple and dependable. Formulas are verified independently before release, checked against real values, and backed by reference tables so users get results they can trust. Finance and health calculators include verification dates and clear disclaimers, since those outputs often inform real decisions. The ROI Calculator, for example, goes beyond a basic percentage return. It calculates total ROI, net profit or loss, and the annualized rate of return (CAGR), so users can compare investments held for different lengths of time on equal footing. Every calculation shows a full step by step breakdown. Key features across the platform: Instant, formula-verified results with no login required. Clear worked steps and reference tables for context. Coverage across 80+ tools in math, finance, health, and conversions. Clean, fast-loading pages with no clutter. Regular updates as formulas and rates change. Calculators Hub is ideal for anyone who needs quick, trustworthy numbers, from a student checking homework to a professional running financial estimates.

Who Is the Company Behind Calculators Hub?

CFO Pal

CFO Pal is UK financial management software for small businesses, integrating with Xero, QuickBooks and Sage. It syncs accounting data twice daily via OAuth, eliminating manual data entry, and delivers proactive insights: a written summary every Monday and same-day alerts for cash movements, overdue invoices and spending spikes. Reports are plain English - profit and loss, cashflow and balance sheet statements generated from live data. Forecasting highlights cash shortfalls across 8-, 13- and 26-week horizons, and budget tracking monitors spending with drill-down to individual transactions. An AI assistant answers financial questions through the dashboard or WhatsApp, grounded in the business's own live accounting data - CFO Pal only ever reads that data, and never modifies records or moves funds. Data is hosted in London (UK), encrypted in transit and at rest, with row-level security isolating each business's information from every other.

Who Is the Company Behind CFO Pal?

  • Seller: CFO Pal
  • Year Founded: 2026
  • HQ Location: London, UK
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Fiftify

Fiftify is Warehouse Management System built for modern multichannel sellers. It helps businesses manage inventory, sync stock in real time, process orders, and run warehouse operations across Amazon, eBay, Etsy, Shopify, retail stores, and other sales channels. With barcode scanning, organized storage locations, mobile warehouse workflows, and faster fulfillment processes, Fiftify helps reduce errors, prevent overselling, and improve warehouse efficiency - all from one simple and easy-to-use system.

Who Is the Company Behind Fiftify?

  • Seller: Fiftify
  • Year Founded: 2024
  • HQ Location: 1111B S Governors Ave # 23190 Dover, DE 19904
  • Twitter: @FiftifyInc
    7 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2 employees on LinkedIn®
  • Ownership: Fiftify Inc

FigureFlow

FigureFlow is a Swedish-based financial technology company building AI-powered financial intelligence and automation tools for businesses. As a cloud-based SaaS platform, we are expanding across European and African markets, starting with Sweden, Denmark, Nigeria, and Zambia, with the US, Canada, UK, and other high-growth regions coming in Q1 2026. Key Features and Functionality Conversational AI Assistant & Smart Analytics: Get instant answers to financial questions through natural language interactions—no more guesswork, just real-time insights Live KPI Dashboard & Business Intelligence: Track real-time data and metrics with automated alerts to spot every risk and opportunity as it emerges Forecasting Tools & Predictive Analytics: Model multiple scenarios with AI-driven forecasting that turns complex financial planning into actionable strategy Automated Reporting & Smart Reports: Generate annual reports, board reports, and investor-ready financial reports in minutes with AI-powered automation Annual Report Generation & Submission for Sweden: Streamlined compliance reporting designed specifically for Swedish regulatory requirements Businesses don't fail for lack of data—they fail for lack of understanding their data. FigureFlow is an AI finance platform that prevents bad financial decisions before they happen by transforming raw financial data into actionable business intelligence. Our financial automation platform connects seamlessly with existing systems through cloud integration, delivering real-time analytics and automated reporting that eliminates manual workflows. By simplifying complex processes, from data cleansing and scenario planning to dashboard analytics and board-level reporting, FigureFlow transforms fragmented, error-prone financial operations into a single intuitive interface. The result? Finance teams gain hours back in their week, business leaders make decisions with confidence, and organizations shift from reactive reporting to predictive strategy. FigureFlow delivers enterprise-grade financial insights with startup-friendly simplicity.

Who Is the Company Behind FigureFlow?

Finrely

Know where the business stands - and what needs deciding. Finrely is a reporting, planning and insights layer for founders and finance teams. Connect your accounting and payments sources and Finrely builds the full set of statements - P&L, Balance Sheet and Cash Flow - plus board packs, budgets and forecasts, for one company or a whole group. And it explains what they mean: the trends, the risks and what needs your attention. Why teams trust the numbers - A Data Quality Score tells you what's solid before you put it in front of a board. - Every line opens into the accounts and analytic dimensions behind it - by business line, cost centre, project or client - and the detail adds back to the face of the statement. - The AI reads your numbers and names what's changed, what's at risk and what to look at. It answers follow-up questions from your own books, or says the data doesn't have it. What's inside - Management reports: P&L, Balance Sheet and Cash Flow, with drill-down by account and dimension - Budgets, driver-based forecasts, scenarios and budget-vs-actual, with a score for how accurate past forecasts turned out - Management consolidation for groups: intragroup eliminations, multi-currency translation, goodwill and unrealised profit (management consolidation, not statutory) - Board Pack: a narrative with the key statements and charts, as a PDF or a shared live view for your board and investors - Excel and CSV exports of the P&L, Balance Sheet and Cash Flow - Multi-currency: each entity keeps its own currency, translated at rates that tie to the source - Admin and viewer roles - invite your team, advisors and investors Sources QuickBooks Online, Xero, Zoho Books, Odoo and Stripe, read into one model through read-only connections. Direct bank feeds are in development. Pricing The price is on the page: a free plan, and paid plans you can buy without booking a call.

Who Is the Company Behind Finrely?

Helu

Modern financial management without the busy work. Streamline your data and focus on your company’s growth - this is Helu! Devoting countless hours every month compiling data just to report basic findings have been the status quo for every financial team. Helu breaks this cycle by integrating multiple data streams, automating and customized reports, and aligning teams - all within a few simple clicks. Modern Analysis without meaningless Tasks Streamline your workflow and focus on your growth. Utilize customizable dashboards and widgets to deliver insights about performance. Maintain a unified reporting process across departments - always up-to-date and down to a single booking level. Plan together, Scale together Understand how your business changes — compare budget vs. actuals and create customized scenarios to establish a solid basis for your business decisions. Build a stronger future for your company together Embrace collaborative reporting and establish a consensus around your financial data. Share date in real time, give user access rights and keep everybody up to date with push notifications. Connect your Most Important Data Sources Integrate existing software systems for more streamlined and painless data processing - such as DATEVconnect! This allows you to customize any report within minutes and to share everything immediately with the right stakeholders and team members.

Who Is the Company Behind Helu?

  • Seller: Helu.io
  • Year Founded: 2020
  • HQ Location: Vienna, AT
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®
Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024