2026 Best Software Awards are here!See the list

Best Financial Analysis Software for Small Business

Nathan Calabrese
NC
Researched and written by Nathan Calabrese

Products classified in the overall Financial Analysis category are similar in many regards and help companies of all sizes solve their business problems. However, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small Business Financial Analysis to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Small Business Financial Analysis category.

In addition to qualifying for inclusion in the Financial Analysis Software category, to qualify for inclusion in the Small Business Financial Analysis Software category, a product must have at least 10 reviews left by a reviewer from a small business.

Show More
Show Less

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.

  • Small-Business
  • Rating
  • Language
  • Pricing
1 filter applied
Clear All
  • Small-Business
  • Rating
  • Language
  • Pricing
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All

33 Listings in Small Business Financial Analysis Available

  • Sort By:
    G2 Score
LiveFlow
(332)4.9 out of 5
Optimized for quick response
1st Easiest To Use in Financial Analysis software
View top Consulting Services for LiveFlow
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

    Users
    • Accounting Manager
    • CEO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 75% Small-Business
    • 20% 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.
    • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
    • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
    • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • LiveFlow Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    66
    Time-saving
    57
    Time-Saving
    54
    Reporting Efficiency
    51
    Automation
    46
    Cons
    Missing Features
    15
    Limited Customization
    12
    Expensive
    10
    Inefficient Reporting
    9
    Refresh Issues
    9
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • LiveFlow features and usability ratings that predict user satisfaction
    9.2
    Custom Reports
    Average: 8.7
    9.3
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.8
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    LiveFlow
    Company Website
    Year Founded
    2021
    HQ Location
    New York, US
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

LiveFlow is the #1 platform for multi-entity finance. LiveFlow transforms how accounting and finance teams work. Flow: AI-Native ERP Flow is an AI-native ERP that brings Accounting, AP/AR, and FP&

Users
  • Accounting Manager
  • CEO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 75% Small-Business
  • 20% 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.
  • LiveFlow is a reporting tool for Google Sheets that provides real-time data and flexibility for internal processes like month-end closes and financial reporting.
  • Reviewers like the automated, real-time data sync, the seamless integration with QuickBooks, the ability to customize reports, and the responsive support team.
  • Reviewers noted some limitations in customization options, occasional connection issues, high pricing for some features, and challenges with complex report setup.
LiveFlow Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
66
Time-saving
57
Time-Saving
54
Reporting Efficiency
51
Automation
46
Cons
Missing Features
15
Limited Customization
12
Expensive
10
Inefficient Reporting
9
Refresh Issues
9
View All Pros and Cons
LiveFlow features and usability ratings that predict user satisfaction
9.2
Custom Reports
Average: 8.7
9.3
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.8
Custom KPIs
Average: 8.6
Seller Details
Seller
LiveFlow
Company Website
Year Founded
2021
HQ Location
New York, US
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
D&B Finance Analytics Credit Intelligence
(97)4.4 out of 5
Optimized for quick response
6th Easiest To Use in Financial Analysis software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Manufacturing
    • Accounting
    Market Segment
    • 48% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • D&B Finance Analytics Credit Intelligence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    29
    Features
    13
    Insights
    13
    Analytics
    10
    Visibility
    10
    Cons
    Inaccuracy
    15
    Data Inaccuracy
    12
    Reporting Issues
    12
    Data Management
    7
    Limited Functionality
    6
    View All Pros and Cons
  • 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
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Dun & Bradstreet
    Company Website
    HQ Location
    Short Hills, NJ
    Twitter
    @DunBradstreet
    22,695 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    5,919 employees on LinkedIn®
    Ownership
    NYSE: DNB
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
No information available
Industries
  • Manufacturing
  • Accounting
Market Segment
  • 48% Mid-Market
  • 29% Small-Business
D&B Finance Analytics Credit Intelligence Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
29
Features
13
Insights
13
Analytics
10
Visibility
10
Cons
Inaccuracy
15
Data Inaccuracy
12
Reporting Issues
12
Data Management
7
Limited Functionality
6
View All Pros and Cons
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
Seller Details
Seller
Dun & Bradstreet
Company Website
HQ Location
Short Hills, NJ
Twitter
@DunBradstreet
22,695 Twitter followers
LinkedIn® Page
www.linkedin.com
5,919 employees on LinkedIn®
Ownership
NYSE: DNB
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.
Learn More
Joiin
(79)4.7 out of 5
4th Easiest To Use in Financial Analysis software
Entry Level Price:$23.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    • Finance Director
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 61% Small-Business
    • 37% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
    • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
    • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Joiin Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    24
    Reporting
    17
    Reporting Efficiency
    17
    Customer Support
    14
    Report Creation
    14
    Cons
    Inefficient Reporting
    10
    Missing Features
    10
    Reporting Issues
    10
    Limited Reporting
    9
    Formatting Issues
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Joiin features and usability ratings that predict user satisfaction
    8.7
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.5
    Has the product been a good partner in doing business?
    Average: 9.2
    7.8
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Joiin
    Year Founded
    2018
    HQ Location
    Exeter, UK
    Twitter
    @joiinreporting
    199 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    15 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • Finance Director
Industries
  • Accounting
  • Computer Software
Market Segment
  • 61% Small-Business
  • 37% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Joiin is a financial software that provides a platform for compiling financials for multiple entities, offering real-time updates and seamless integration with QuickBooks Online and Xero.
  • Reviewers like Joiin's user-friendly interface, its ability to compile financials for multiple entities, the real-time updates feature, and its seamless integration with QuickBooks Online and Xero, which enhances efficiency and streamlines workflow.
  • Reviewers noted some limitations in Joiin's reporting functionality, such as limited chart types, issues with adjustment functionality, formatting issues in customer reports, and the need for improvement in the layout and format of reports.
Joiin Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
24
Reporting
17
Reporting Efficiency
17
Customer Support
14
Report Creation
14
Cons
Inefficient Reporting
10
Missing Features
10
Reporting Issues
10
Limited Reporting
9
Formatting Issues
5
View All Pros and Cons
Joiin features and usability ratings that predict user satisfaction
8.7
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.5
Has the product been a good partner in doing business?
Average: 9.2
7.8
Custom KPIs
Average: 8.6
Seller Details
Seller
Joiin
Year Founded
2018
HQ Location
Exeter, UK
Twitter
@joiinreporting
199 Twitter followers
LinkedIn® Page
www.linkedin.com
15 employees on LinkedIn®
G-Accon
(198)4.7 out of 5
13th Easiest To Use in Financial Analysis software
Entry Level Price:$50.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • Owner
    • CFO
    Industries
    • Accounting
    • Financial Services
    Market Segment
    • 65% Small-Business
    • 33% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
    • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
    • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • G-Accon Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    48
    Time-Saving
    28
    Automation
    27
    Integrations
    24
    Time-saving
    23
    Cons
    Reporting Issues
    12
    Inefficient Reporting
    10
    UX Improvement
    9
    Learning Curve
    8
    Confusion
    7
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • G-Accon features and usability ratings that predict user satisfaction
    8.1
    Custom Reports
    Average: 8.7
    8.1
    Report Types
    Average: 8.7
    9.1
    Has the product been a good partner in doing business?
    Average: 9.2
    7.3
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    G-Accon
    Year Founded
    2017
    HQ Location
    Novi, MI
    Twitter
    @G_AcconServices
    1,427 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    8 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • Owner
  • CFO
Industries
  • Accounting
  • Financial Services
Market Segment
  • 65% Small-Business
  • 33% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • G-Accon is a tool that interfaces with Xero and Quickbooks to automate financial reporting and data extraction into Google Sheets.
  • Reviewers frequently mention the product's ability to save time, automate reports, and consolidate financials across multiple entities, along with its responsive customer service and reliable performance.
  • Users reported difficulties in uploading data from G-Accon to Quickbooks, unclear instructions for managing other users, the need for manual data refresh, and a desire for more customizable options and features.
G-Accon Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
48
Time-Saving
28
Automation
27
Integrations
24
Time-saving
23
Cons
Reporting Issues
12
Inefficient Reporting
10
UX Improvement
9
Learning Curve
8
Confusion
7
View All Pros and Cons
G-Accon features and usability ratings that predict user satisfaction
8.1
Custom Reports
Average: 8.7
8.1
Report Types
Average: 8.7
9.1
Has the product been a good partner in doing business?
Average: 9.2
7.3
Custom KPIs
Average: 8.6
Seller Details
Seller
G-Accon
Year Founded
2017
HQ Location
Novi, MI
Twitter
@G_AcconServices
1,427 Twitter followers
LinkedIn® Page
www.linkedin.com
8 employees on LinkedIn®
Reach Reporting
(27)4.9 out of 5
Entry Level Price:$149.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights insta

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 59% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Reach Reporting Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    12
    Reporting
    11
    Reporting Efficiency
    10
    Customer Support
    8
    Customization
    8
    Cons
    Missing Features
    4
    Complexity
    2
    Dashboard Limitations
    2
    Implementation Issues
    2
    Learning Curve
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Reach Reporting features and usability ratings that predict user satisfaction
    9.6
    Custom Reports
    Average: 8.7
    9.9
    Report Types
    Average: 8.7
    9.3
    Has the product been a good partner in doing business?
    Average: 9.2
    9.6
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Reach Reporting
    Year Founded
    2015
    HQ Location
    Springville, US
    Twitter
    @ReachReporting
    147 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    27 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Upgrade to Reach Reporting. AI-Enhanced Financial Reporting Automated reports, deep analysis, and visualized data in seconds, making you indispensable. Data auto-updates to deliver insights insta

Users
No information available
Industries
  • Accounting
Market Segment
  • 59% Small-Business
  • 30% Mid-Market
Reach Reporting Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
12
Reporting
11
Reporting Efficiency
10
Customer Support
8
Customization
8
Cons
Missing Features
4
Complexity
2
Dashboard Limitations
2
Implementation Issues
2
Learning Curve
2
View All Pros and Cons
Reach Reporting features and usability ratings that predict user satisfaction
9.6
Custom Reports
Average: 8.7
9.9
Report Types
Average: 8.7
9.3
Has the product been a good partner in doing business?
Average: 9.2
9.6
Custom KPIs
Average: 8.6
Seller Details
Seller
Reach Reporting
Year Founded
2015
HQ Location
Springville, US
Twitter
@ReachReporting
147 Twitter followers
LinkedIn® Page
www.linkedin.com
27 employees on LinkedIn®
Mosaic Tech
(215)4.7 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

    Users
    • CFO
    • VP of Finance
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 65% Mid-Market
    • 35% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Mosaic Tech Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    27
    Customer Support
    22
    Integrations
    18
    Reporting Efficiency
    17
    Easy Integrations
    13
    Cons
    Learning Difficulty
    13
    Limited Customization
    9
    Learning Curve
    8
    Difficult Customization
    6
    Customization Difficulties
    5
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Mosaic Tech features and usability ratings that predict user satisfaction
    8.3
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.6
    Has the product been a good partner in doing business?
    Average: 9.2
    8.2
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    HiBob
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @HiBob_HR
    4,208 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    2,018 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Mosaic is the first Strategic Finance Platform for agile planning, real-time reporting, and better decision making. Easily consolidating insights across ERP, CRM, HRIS, and Billing systems, Mosaic emp

Users
  • CFO
  • VP of Finance
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 65% Mid-Market
  • 35% Small-Business
Mosaic Tech Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
27
Customer Support
22
Integrations
18
Reporting Efficiency
17
Easy Integrations
13
Cons
Learning Difficulty
13
Limited Customization
9
Learning Curve
8
Difficult Customization
6
Customization Difficulties
5
View All Pros and Cons
Mosaic Tech features and usability ratings that predict user satisfaction
8.3
Custom Reports
Average: 8.7
8.8
Report Types
Average: 8.7
9.6
Has the product been a good partner in doing business?
Average: 9.2
8.2
Custom KPIs
Average: 8.6
Seller Details
Seller
HiBob
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@HiBob_HR
4,208 Twitter followers
LinkedIn® Page
www.linkedin.com
2,018 employees on LinkedIn®
Parallel
(28)4.9 out of 5
2nd Easiest To Use in Financial Analysis software
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 82% Small-Business
    • 7% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Parallel Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    3
    Easy Setup
    3
    Forecasting
    3
    Customer Support
    2
    Insights
    2
    Cons
    Software Bugs
    2
    Download Issues
    1
    Missing Features
    1
    Steep Learning Curve
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Parallel features and usability ratings that predict user satisfaction
    8.8
    Custom Reports
    Average: 8.7
    9.0
    Report Types
    Average: 8.7
    10.0
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Parallel
    Company Website
    HQ Location
    Lehi, US
    LinkedIn® Page
    www.linkedin.com
    18 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Parallel is an easy-to-use financial modeling platform built for early-stage companies helping them understand their runway, revenue, burn, and the impact of decisions without needing to build complex

Users
No information available
Industries
  • Computer Software
Market Segment
  • 82% Small-Business
  • 7% Mid-Market
Parallel Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
3
Easy Setup
3
Forecasting
3
Customer Support
2
Insights
2
Cons
Software Bugs
2
Download Issues
1
Missing Features
1
Steep Learning Curve
1
View All Pros and Cons
Parallel features and usability ratings that predict user satisfaction
8.8
Custom Reports
Average: 8.7
9.0
Report Types
Average: 8.7
10.0
Has the product been a good partner in doing business?
Average: 9.2
9.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Parallel
Company Website
HQ Location
Lehi, US
LinkedIn® Page
www.linkedin.com
18 employees on LinkedIn®
Global Database Risk Intelligence
(51)4.8 out of 5
7th Easiest To Use in Financial Analysis software
Free trial available
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    No information available
    Industries
    • Information Technology and Services
    • Transportation/Trucking/Railroad
    Market Segment
    • 82% Small-Business
    • 37% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Global Database Risk Intelligence Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    20
    Integrations
    19
    Dashboards
    12
    Insights
    10
    Dashboard Customization
    9
    Cons
    Limited Customization
    8
    Slow Performance
    8
    Customization Difficulties
    6
    Slow Loading
    5
    Complex Setup
    4
    View All Pros and Cons
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
20
Integrations
19
Dashboards
12
Insights
10
Dashboard Customization
9
Cons
Limited Customization
8
Slow Performance
8
Customization Difficulties
6
Slow Loading
5
Complex Setup
4
View All Pros and Cons
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
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®
Clockwork.ai
(46)4.9 out of 5
10th Easiest To Use in Financial Analysis software
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

    Users
    No information available
    Industries
    • Accounting
    Market Segment
    • 91% Small-Business
    • 9% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Clockwork.ai Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    11
    Ease of Use
    10
    Ease of Implementation
    5
    Customer Experience
    4
    Customization
    4
    Cons
    Slow Loading
    2
    Slow Performance
    2
    Inadequate Forecasting
    1
    Insufficient Training
    1
    Lack of Tutorials
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Clockwork.ai features and usability ratings that predict user satisfaction
    9.7
    Custom Reports
    Average: 8.7
    9.7
    Report Types
    Average: 8.7
    9.9
    Has the product been a good partner in doing business?
    Average: 9.2
    9.7
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Clockwork
    Company Website
    Year Founded
    2018
    HQ Location
    Chicago, US
    Twitter
    @Clockwork_AI
    115 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

The AI FP&A Analyst built for growing businesses Meet Mira, your AI-Powered FP&A Analyst leveraging the only standalone platform to deliver sophisticated AI modeling with zero delays, no im

Users
No information available
Industries
  • Accounting
Market Segment
  • 91% Small-Business
  • 9% Mid-Market
Clockwork.ai Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
11
Ease of Use
10
Ease of Implementation
5
Customer Experience
4
Customization
4
Cons
Slow Loading
2
Slow Performance
2
Inadequate Forecasting
1
Insufficient Training
1
Lack of Tutorials
1
View All Pros and Cons
Clockwork.ai features and usability ratings that predict user satisfaction
9.7
Custom Reports
Average: 8.7
9.7
Report Types
Average: 8.7
9.9
Has the product been a good partner in doing business?
Average: 9.2
9.7
Custom KPIs
Average: 8.6
Seller Details
Seller
Clockwork
Company Website
Year Founded
2018
HQ Location
Chicago, US
Twitter
@Clockwork_AI
115 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
Causal
(256)4.6 out of 5
Entry Level Price:$250.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CEO
    • Founder
    Industries
    • Computer Software
    • Financial Services
    Market Segment
    • 66% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Causal Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Automation
    1
    Budgeting
    1
    Collaboration
    1
    Data Analysis
    1
    Ease of Implementation
    1
    Cons
    Difficult Learning
    1
    Insufficient Training
    1
    Integration Issues
    1
    Learning Curve
    1
    Learning Difficulty
    1
    View All Pros and Cons
  • 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
  • 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 Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Automation
1
Budgeting
1
Collaboration
1
Data Analysis
1
Ease of Implementation
1
Cons
Difficult Learning
1
Insufficient Training
1
Integration Issues
1
Learning Curve
1
Learning Difficulty
1
View All Pros and Cons
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
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®
Runway Financial
(38)4.8 out of 5
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage

    Users
    No information available
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 53% Small-Business
    • 47% 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.
    • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
    • Users frequently mention the ease of integration with other systems, the user-friendly design, and the responsive and helpful customer support as key benefits of using Runway.
    • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the product can be unstable at times.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Runway Financial Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    15
    Customer Support
    14
    Easy Integrations
    12
    Automation
    11
    Integrations
    11
    Cons
    Difficult Learning
    5
    Learning Curve
    5
    Learning Difficulty
    5
    Complexity
    4
    Steep Learning Curve
    4
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Runway Financial features and usability ratings that predict user satisfaction
    9.4
    Custom Reports
    Average: 8.7
    8.7
    Report Types
    Average: 8.7
    9.8
    Has the product been a good partner in doing business?
    Average: 9.2
    9.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Runway Financial
    Company Website
    Year Founded
    2020
    HQ Location
    San Francisco, CA
    Twitter
    @runwayco
    8,123 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    83 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Runway is the modern and intuitive way to model, plan, and align your business for everyone on your team. High-growth companies, including Superhuman, AngelList, and 818 Tequila trust Runway to manage

Users
No information available
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 53% Small-Business
  • 47% 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.
  • Runway is a financial planning and analysis tool that integrates with various business systems to provide real-time data and financial modeling capabilities.
  • Users frequently mention the ease of integration with other systems, the user-friendly design, and the responsive and helpful customer support as key benefits of using Runway.
  • Reviewers noted that some formulas can be difficult to build or customize without support, the platform lacks AI-generated suggestions or automation for forecasting or analysis, and the product can be unstable at times.
Runway Financial Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
15
Customer Support
14
Easy Integrations
12
Automation
11
Integrations
11
Cons
Difficult Learning
5
Learning Curve
5
Learning Difficulty
5
Complexity
4
Steep Learning Curve
4
View All Pros and Cons
Runway Financial features and usability ratings that predict user satisfaction
9.4
Custom Reports
Average: 8.7
8.7
Report Types
Average: 8.7
9.8
Has the product been a good partner in doing business?
Average: 9.2
9.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Runway Financial
Company Website
Year Founded
2020
HQ Location
San Francisco, CA
Twitter
@runwayco
8,123 Twitter followers
LinkedIn® Page
www.linkedin.com
83 employees on LinkedIn®
Jirav
(191)4.7 out of 5
Optimized for quick response
View top Consulting Services for Jirav
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

    Users
    • CFO
    • Controller
    Industries
    • Accounting
    • Computer Software
    Market Segment
    • 64% Small-Business
    • 34% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Jirav Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Financial Management
    7
    Customer Support
    6
    Forecasting
    6
    Capabilities
    5
    Cons
    Steep Learning Curve
    6
    Learning Curve
    5
    Learning Difficulty
    3
    Missing Features
    3
    Complexity
    2
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Jirav features and usability ratings that predict user satisfaction
    8.6
    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
    8.7
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Jirav
    Company Website
    Year Founded
    2015
    HQ Location
    Seattle, WA
    Twitter
    @GoJirav
    1,125 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    52 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Jirav is the all-in-one, driver-based FP&A software designed to help FP&A teams, CFO and Accounting Advisory Firms scale their services and streamline financial planning. As a preferred soluti

Users
  • CFO
  • Controller
Industries
  • Accounting
  • Computer Software
Market Segment
  • 64% Small-Business
  • 34% Mid-Market
Jirav Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Financial Management
7
Customer Support
6
Forecasting
6
Capabilities
5
Cons
Steep Learning Curve
6
Learning Curve
5
Learning Difficulty
3
Missing Features
3
Complexity
2
View All Pros and Cons
Jirav features and usability ratings that predict user satisfaction
8.6
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
8.7
Custom KPIs
Average: 8.6
Seller Details
Seller
Jirav
Company Website
Year Founded
2015
HQ Location
Seattle, WA
Twitter
@GoJirav
1,125 Twitter followers
LinkedIn® Page
www.linkedin.com
52 employees on LinkedIn®
Upmetrics
(28)4.8 out of 5
Entry Level Price:$14.00
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

    Users
    No information available
    Industries
    • Computer Software
    Market Segment
    • 86% Small-Business
    • 14% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Upmetrics Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    8
    Forecasting
    8
    Time-saving
    4
    Customer Support
    3
    Financial Management
    3
    Cons
    Limited Templates
    3
    Affordability Issues
    1
    Integration Issues
    1
    Limited Integration
    1
    Poor Documentation
    1
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Upmetrics features and usability ratings that predict user satisfaction
    9.3
    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
    9.7
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Upmetrics
    Year Founded
    2019
    HQ Location
    1301 N Broadway STE 32302 Los Angeles, CA 90012
    Twitter
    @upmetrics
    185 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    36 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Upmetrics is a business plan software revolutionizing business planning with AI, helping entrepreneurs and small business owners find success in their business planning processes and growth strategies

Users
No information available
Industries
  • Computer Software
Market Segment
  • 86% Small-Business
  • 14% Mid-Market
Upmetrics Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
8
Forecasting
8
Time-saving
4
Customer Support
3
Financial Management
3
Cons
Limited Templates
3
Affordability Issues
1
Integration Issues
1
Limited Integration
1
Poor Documentation
1
View All Pros and Cons
Upmetrics features and usability ratings that predict user satisfaction
9.3
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
9.7
Custom KPIs
Average: 8.6
Seller Details
Seller
Upmetrics
Year Founded
2019
HQ Location
1301 N Broadway STE 32302 Los Angeles, CA 90012
Twitter
@upmetrics
185 Twitter followers
LinkedIn® Page
www.linkedin.com
36 employees on LinkedIn®
Datarails
(289)4.6 out of 5
Optimized for quick response
View top Consulting Services for Datarails
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

    Users
    • Chief Financial Officer
    • CFO
    Industries
    • Financial Services
    • Hospital & Health Care
    Market Segment
    • 73% Mid-Market
    • 19% 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.
    • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
    • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
    • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Datarails Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    70
    Reporting Efficiency
    45
    Data Management
    38
    Efficiency
    38
    Excel Integration
    38
    Cons
    Learning Difficulty
    26
    Missing Features
    20
    Learning Curve
    19
    Steep Learning Curve
    16
    Reporting Issues
    15
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Datarails features and usability ratings that predict user satisfaction
    8.8
    Custom Reports
    Average: 8.7
    8.4
    Report Types
    Average: 8.7
    9.2
    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
    Datarails
    Company Website
    Year Founded
    2015
    HQ Location
    New York
    Twitter
    @datarails
    1,153 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    411 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Datarails is an AI-powered, Excel-native platform for financial reporting and insights that brings FP&A, cash management, spend control, and month-end close into one flexible, scalable workspace.

Users
  • Chief Financial Officer
  • CFO
Industries
  • Financial Services
  • Hospital & Health Care
Market Segment
  • 73% Mid-Market
  • 19% 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.
  • Datarails is a financial analysis tool that consolidates data from multiple sources, automates reporting, and integrates with Excel for ease of use.
  • Users like Datarails for its ability to streamline financial reporting, automate data consolidation, and integrate seamlessly with Excel, enhancing efficiency and accuracy in financial management.
  • Reviewers noted that the initial setup and data mapping can be time-consuming and complex, and the platform can be laggy when dealing with large datasets.
Datarails Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
70
Reporting Efficiency
45
Data Management
38
Efficiency
38
Excel Integration
38
Cons
Learning Difficulty
26
Missing Features
20
Learning Curve
19
Steep Learning Curve
16
Reporting Issues
15
View All Pros and Cons
Datarails features and usability ratings that predict user satisfaction
8.8
Custom Reports
Average: 8.7
8.4
Report Types
Average: 8.7
9.2
Has the product been a good partner in doing business?
Average: 9.2
8.4
Custom KPIs
Average: 8.6
Seller Details
Seller
Datarails
Company Website
Year Founded
2015
HQ Location
New York
Twitter
@datarails
1,153 Twitter followers
LinkedIn® Page
www.linkedin.com
411 employees on LinkedIn®
Velixo
(222)4.7 out of 5
5th Easiest To Use in Financial Analysis software
View top Consulting Services for Velixo
  • Overview
    Expand/Collapse Overview
    • Product Description
    How are these determined?Information
    This description is provided by the seller.

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

    Users
    • CFO
    • Controller
    Industries
    • Construction
    • Accounting
    Market Segment
    • 59% Mid-Market
    • 26% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
    • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
    • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
  • Pros and Cons
    Expand/Collapse Pros and Cons
    • Velixo Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    91
    Excel Integration
    70
    Reporting Efficiency
    52
    Time-saving
    35
    Features
    32
    Cons
    Learning Curve
    20
    Formula Issues
    17
    Steep Learning Curve
    16
    Excel Dependency
    14
    Excel Integration Issues
    13
    View All Pros and Cons
  • User Satisfaction
    Expand/Collapse User Satisfaction
    • Velixo features and usability ratings that predict user satisfaction
    8.9
    Custom Reports
    Average: 8.7
    8.8
    Report Types
    Average: 8.7
    9.4
    Has the product been a good partner in doing business?
    Average: 9.2
    8.4
    Custom KPIs
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
    • Seller Details
    Seller
    Velixo
    Company Website
    Year Founded
    2017
    HQ Location
    Montreal, QC
    Twitter
    @VelixoSolutions
    88 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    63 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

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

Users
  • CFO
  • Controller
Industries
  • Construction
  • Accounting
Market Segment
  • 59% Mid-Market
  • 26% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Velixo is a software tool that integrates with Excel and ERP systems to provide live data analysis and review capabilities.
  • Reviewers appreciate Velixo's seamless integration with Excel and ERP systems, its ability to pull live data for real-time analysis, and its user-friendly setup and operation.
  • Users mentioned that refreshing the software can slow down the computer, the drilldown function could be improved for better data visibility, and the initial setup can be complex for non-technical users.
Velixo Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
91
Excel Integration
70
Reporting Efficiency
52
Time-saving
35
Features
32
Cons
Learning Curve
20
Formula Issues
17
Steep Learning Curve
16
Excel Dependency
14
Excel Integration Issues
13
View All Pros and Cons
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®
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All
  • Small-Business
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Sort by
Clear All

33 Listings in Small Business Financial Analysis Available

  • Sort By:
    G2 Score

Recommended For You

Front
Zendesk for Customer Service
Fin by Intercom
LiveAgent
Hiver