Total Products under this Category: 251
Last updated: September 29, 2026
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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.
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)
Catalyst is a trend analysis software that uncovers financial anomalies within company financial records which in turn provides a more accurate assessment of a company’s financial health. This software is generally used to speed up the financial due diligence phase.
Avise is Close & Project Management software. It provides automation, collaboration, and centralization of your team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with GL-level data, Avise aligns the work of your team within one system, increasing capacity to deliver timely, actionable results. One-click implementation. Let Avise automate the manual work.
Average Rating: 4.3/5.0
Total Reviews: 2
"A new tool for finance professionals!"
Rating: 4.0/5.0 stars
— Verified User in Information Technology and Services
"Quickbooks integration with Avise"
Rating: 4.5/5.0 stars
— Verified User in Legal Services
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BankFlow is financial analysis software that converts bank and credit card statements into categorized spending data, merchant insights, and cashflow projections. Supporting PDF, CSV, XLSX, and JSON formats, it uses AI to extract transaction details, parse tables, and categorize spending. Balance verification flags discrepancies in statement totals, and users can create custom rules to tag and filter transactions. The platform offers three cashflow projections—net burn, essentials-only, and full-burn—and identifies recurring charges, consolidates duplicate merchants, and generates monthly profit-and-loss statements. Filtered data can be exported in CSV, XLSX, or JSON formats. BankFlow operates without direct bank connections, encrypts files during transit and at rest, and allows users to manage uploaded documents. It includes email-forwarding for statement imports and API access for integrations.
This automated financial data converter processes bank statements in formats such as PDF, CSV, OFX, and QFX by automatically parsing and categorizing transactions using AI-driven algorithms, enabling quick generation of extensive financial reports including Profit & Loss statements, Balance Sheets, and Cash Flow analyses. It addresses the challenges of manual data entry, spreadsheet complexity, and time-consuming report creation, making it ideal for small business owners, accountants, financial professionals, and anyone needing efficient banking data management and accurate financial reporting, while supporting multi-bank account consolidation and seamless export options for various accounting software.
BizDoc.io is a lead-generation and client-screening tool built specifically for accounting firms, bookkeeping firms, and CFO advisory practices. It's an embeddable widget that lets prospects connect their QuickBooks® Online, instantly generating a multi-page CFO financial report. Includes revenue breakdown by product/customer, 12-month trends, year-over-year comparisons, cash flow forecasting, working capital analysis, and strategic insights. Firms typically spend 3-5 hours per report manually; BizDoc does it instantly from QuickBooks® data.
Harmonize financial consolidation and analysis to unlock business insights and accelerate your record-to-report process. Elevate efficiency, control, and transparency across your processes. Consolidate entity financials, generate financial statements, conduct organization-wide analysis, and ensure timely and accurate financial results—while executing tasks seamlessly from a centralized platform.
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
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.
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.
Calculora is an online calculator platform offering over 250 free tools across 18 categories, all running entirely in-browser to ensure privacy with no external data transmission or storage. It features financial calculators for loans, interest, and mortgages, math tools like scientific and geometry calculators, and engineering utilities such as Ohm's Law and resistor color code tools. Health options include BMI and sleep cycle calculators, while developer tools provide password generators and JSON formatters. The platform requires no accounts or subscriptions, operates with verified formulas for accuracy, and uses a static site design for fast, secure performance. Supporting 21 languages, it’s accessible globally, with categories spanning physics, unit converters, business, and sustainability tools. Additional features include randomizers and investment planning, all functioning client-side to maintain complete privacy.
CANVAS is a business intelligence tool for financial analysis, especially intended for business owners and stakeholders. It seamlessly syncs with real-time data from all popular financial tools including Zoho, QB, and Xero offering dynamic dashboards with charts, graphs, and easy visual representations.
CFOly is an AI-powered financial intelligence platform that connects to QuickBooks Online and helps accounting firms and business owners understand financial performance, identify important changes, monitor goals, and prepare better advisory conversations.
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-, 12- and 16-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.
A powerful, collaborative financial modeling platform with an easy, familiar spreadsheet interface, for all your FP&A needs.
