Best Financial Analysis Software - Page 14

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 208

Category Stats (Aug 2026)

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

Last updated: August 07, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,700+ Authentic Reviews
  • 208+ Products
  • Unbiased Rankings

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

G2 Grid® for Financial Analysis Software

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

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

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

Sponsored

Aleph

Aleph is an AI-native Financial Planning and Analysis (FP&A) platform designed to enhance real-time data access and automation for finance teams. This innovative solution streamlines the way finance professionals manage, consolidate, and analyze data across various systems, making it an essential tool for organizations looking to improve their financial operations. The platform is equipped with over 150 data connectors and bi-directional spreadsheet integrations, enabling finance teams to maintain full control over their data processes. Users can seamlessly work with data from multiple sources using familiar tools such as Excel, Google Sheets, and web-based dashboards. This flexibility caters to a wide range of users, from small businesses to large enterprises, ensuring that finance teams can adapt the platform to their specific needs and workflows. Aleph's no-code tools significantly reduce the time spent on repetitive tasks, eliminating up to 90% of the time-consuming and error-prone busywork typically associated with financial reporting and analysis. By automating these processes, finance teams can redirect their focus towards more strategic initiatives, such as forecasting, budgeting, and performance analysis. This shift not only enhances productivity but also empowers finance professionals to provide deeper insights and make informed decisions that drive business growth. Key features of Aleph include its robust data integration capabilities, user-friendly interface, and powerful analytics tools. The platform's ability to consolidate data from various sources ensures that finance teams have access to accurate and up-to-date information, which is crucial for effective decision-making. Additionally, the intuitive design allows users to create customized reports and dashboards without requiring extensive technical expertise, further enhancing the platform's accessibility. Aleph stands out in the FP&A category by combining advanced AI technology with a user-centric approach, making it a valuable asset for organizations seeking to optimize their financial processes. With hundreds of businesses already relying on Aleph for faster reporting and better insights, the platform continues to demonstrate its effectiveness in transforming the way finance teams operate, ultimately leading to improved decision-making and enhanced organizational performance.

Visit website

Resultlane

Transforming complex finance closing processes into impactful reporting and actionable insights. Evolve beyond outdated tools and experience seamless scalability.

Who Is the Company Behind Resultlane?

RocketFin

RocketFin is a real-time B2B credit scoring platform built for financing professionals — leasing and equipment rental companies, alternative lenders, factors, and B2B fintechs. RocketFin aggregates 100+ data points across four sources — financial statements, real-time banking data (OCR), legal records, and extra-financial signals — to deliver an actionable solvency score (0–100) on any French SME in 30 seconds, instead of the few hours required by manual analysis. Key capabilities: - Solvency score in 60 seconds with a clear decision recommendation (approve / review / reject) - Real-time banking signals via open banking — see the cash position of today, not a balance sheet from 18 months ago - Hybrid engine combining proprietary financial algorithms and explainable AI, natively compliant with the EU AI Act - REST API for automated credit decisions at onboarding — integrates with Make, Zapier, n8n, HubSpot, and any webhook-based stack - White-label deployment: embed RocketFin scoring in your own product under your own brand — the only white-label B2B credit scoring solution in France - Continuous portfolio monitoring with automated risk alerts RocketFin is designed for SMEs and micro-businesses that traditional credit bureaus score poorly, using a model calibrated for the French TPE/PME market. Data hosted in France (Scaleway).

Who Is the Company Behind RocketFin?

RunSmart

RunSmart is a financial planning and analysis platform that automatically turns QuickBooks Online data into forward-looking forecasts, financial insights, risk alerts, budgets, what-if scenarios, and professional reports. Designed for small business owners or the accounting and advisory firms that serve them, RunSmart eliminates much of the manual work traditionally required to analyze financial performance and plan for the future. Users can automatically generate integrated financial forecasts, monitor key performance indicators and financial health, build budgets, plan workforce changes, model different business scenarios, and understand how changes to revenue, expenses, hiring, financing, and other assumptions could impact future financial performance. For accounting and bookkeeping firms, RunSmart makes it easier to deliver and scale financial advisory services across multiple clients without relying on complex spreadsheets or time-consuming manual analysis and report preparation.

Who Is the Company Behind RunSmart?

Sheshi

Sheshi is a FinTech company. It has developed a software called Sheshi FR. Sheshi FR is here to transform your iGAAP financial preparation. Say goodbye to tedious hours and embrace accuracy with up to 80%-time savings. Sheshi FR simplifies complexities, giving you instant, insightful reports. Experience cloud-based convenience and make strategic decisions with confidence.

Who Is the Company Behind Sheshi?

Silverfin

Silverfin is the cloud-based financial reporting and compliance platform for accounting firms. It connects directly to client bookkeeping systems, pulls live data into a single structured data hub and uses pre-built templates to standardise and automate core workflows, including working papers, accounts production and tax computations. Data flows from working papers through to statutory accounts and tax returns with zero manual re-entry. Built-in validation checks catch errors before they reach the client, and regulatory template updates happen automatically. Firms using Silverfin typically cut accounts production time by up to 50%. Silverfin's AI tools help firms work faster and smarter. AI mapping automates chart of accounts mapping for new client files, while Silverfin Assistant analyses client data to flag outliers, reconcile figures and support junior staff. Insights gives firms a portfolio-wide view of client data to spot trends, risks and advisory opportunities. Talking Points turns client data into structured conversation starters for better client meetings. Founded in 2013 in Ghent, Belgium, today more than 1,000 accounting firms use Silverfin across 18 countries, including all Big 4 networks. The platform integrates with 50+ of the most commonly used bookkeeping systems, including Xero, Sage, QuickBooks, Exact, Yuki, Horus and e-conomic. Pulse, Silverfin's client portal, enables secure document sharing and real-time collaboration with clients.

Who Is the Company Behind Silverfin?

  • Seller: Silverfin
  • Year Founded: 2013
  • HQ Location: Ghent, BE
  • Twitter: @getsilverfin
    806 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    194 employees on LinkedIn®

Singularly

Singularly is a collaborative planning platform that enables operations and finance teams to build powerful models that perfectly match their FP&A, S&OP and business reporting needs. The platform connects data to ensure everything is in sync, presents interactive visuals to accelerate decision making, and promotes unlimited sharing and collaboration across the organization. Singularly’s low-code design help teams start creating models on day one, and enable full personalization to ensure the solution mirrors the business.

Who Is the Company Behind Singularly?

SMPLR

Financial analytics, accounting and reporting for Web3 world. - Complete overview over business crypto and fiat finances in real time - Powerful automations to streamline month-ends in minutes SMPLR is to help CEOs, CFOs and accountants with: - Easily onboard to crypto, without the need to understand blockchain technology - To have all transactions reconciled and organized for audit, tax and reporting purposes. - Focus on financial planning and financial performance, not on transaction aggregation, manual reconciliation, and accounting. - Dive into powerful analytic dashboards to fully grasp company finances, positions, assets, liabilities and revenue in real-time. - Actionable insights to guide business decisions that will enable the company growth

Who Is the Company Behind SMPLR?

Sumledger

Sumledger is a Nordic cloud platform for group financial consolidation, reporting, and analytics. It is designed for companies that manage multiple entities across different accounting systems and want a faster, automated, and more reliable way to produce consolidated financial statements. With direct integrations to leading accounting systems such as Tripletex, PowerOffice, Fortnox, Xledger, 24SevenOffice, Business NXT, and Microsoft Dynamics 365, Sumledger automatically collects and harmonizes data across all subsidiaries. The result is a single source of truth for your group’s financials — updated in real time. Sumledger simplifies the complex process of group consolidation by automating eliminations, intercompany adjustments, and currency conversions. Finance teams can easily manage ownership structures, part-ownerships, and minority interests, while maintaining a clear audit trail and full transparency down to the account or transaction level. The platform’s interactive dashboards and customizable reports give CFOs and controllers instant insight into key performance indicators (KPIs), profitability, and liquidity across the entire group. Users can drill down from consolidated figures to subsidiary-level details, export reports to PDF or Excel, and create management presentations in seconds. Built specifically for finance professionals rather than IT departments, Sumledger focuses on simplicity and speed. Implementation takes hours — not months — and the intuitive interface makes it easy for accounting firms and group controllers to collaborate directly inside the platform. Whether your group operates across Norway, the Nordics, or internationally, Sumledger ensures your consolidation process is compliant, automated, and audit-ready. By replacing manual spreadsheets with real-time automation, Sumledger helps CFOs close faster, reduce errors, and gain full visibility into group performance. It’s the modern alternative to outdated consolidation tools — offering efficiency, transparency, and control in one integrated cloud solution. Keywords: financial consolidation software, group reporting, multi-entity accounting, automated consolidation, intercompany eliminations, currency conversion, financial close automation, CFO software, cloud-based reporting, consolidation platform, audit-ready reporting, group performance analytics.

Who Is the Company Behind Sumledger?

TagniFi

Large firms have long held an information advantage over emerging firms. TagniFi is a modern financial data platform for emerging firms that levels the playing field with budget-friendly access to timely and accurate information on the web and in Excel. With TagniFi, emerging firms can win more deals and outsmart the competition through better data.

Who Is the Company Behind TagniFi?

  • Seller: TagniFi
  • Year Founded: 2012
  • HQ Location: Tampa, US
  • LinkedIn® Page: www.linkedin.com
    28 employees on LinkedIn®

Tangent Works

Meet TIM - Tangent Information Modeler. A Breakthrough Automatic Model Generation Technology. Transforms Time Series Data into Reliable Insights in Just Seconds.

Who Is the Company Behind Tangent Works?

TRESIO

Tresio is the perfect tool for any professional looking to make smart, financially sound decisions. With Tresio's easy-to-understand dashboards, they will be able to make sense of the company's cash flow and liquidity balance in just a few clicks! Integrate the existing financial tools seamlessly with Tresio, where they can easily combine them with their own budget assumptions to get a comprehensive view of your finances. Then explore each aspect with helpful graphs and visuals that'll give you quick actionable insights. Export the data and forecasts with Excel spreadsheets to take all this information into account when making important decisions. Put yourself ahead of other competitors by relying on Tresio for all your financial forecasting needs whether it be cash flow optimization or projecting future liquidity balances. With the help of Tresio's insightful data-driven snapshots, you won't miss a beat when it comes to monitoring and responding to risks and opportunities. Unlock the power of confident decision-making—start using Tresio!

Who Is the Company Behind TRESIO?

  • Seller: Tresio
  • Year Founded: 2020
  • HQ Location: Zürich, CH
  • LinkedIn® Page: www.linkedin.com
    11 employees on LinkedIn®

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.

Who Is the Company Behind Una AI?

  • Seller: Una AI
  • Company Website:
  • HQ Location: Toronto, Canada
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®

XLReporting

XLReporting is an online Reporting and Budgeting Platform to create reports, budgets, and forecasts the way you want. As a controller or accountant, you want to automate your budget process by connecting your data sources and consolidating budget submissions by users. You can control the workflow, manage user permissions, and see the process status and history of changes at all times. - Design your own budget models in a built-in spreadsheet editor that is compatible with Excel. A familiar environment with the power of a database. - Define your own business structure - Import your data with 30+ connectors (QuickBooks, Xero, Sage, Exact, Excel). - Analyze your numbers. Choose from over 30 different visualisations and create automated reports. Publish or share your reports in a dashboard. Connect to your source. Consolidate automatically. Make decisions with confidence.

Who Is the Company Behind XLReporting?

Nathan Calabrese
NC
Researched and written by Nathan Calabrese
Updated October 3, 2024