Best Financial Analysis Software - Page 8

How Many Financial Analysis Software Products Does G2 Track?

Total Products under this Category: 251

Category Stats (Sep 2026)

  • Average Rating: 4.54/5 (↑0.01 vs Aug 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Autymate (+7.4%) - Among all products in this category, Autymate recorded the largest rating increase compared to last month

Last updated: September 15, 2026

How Does G2 Rank Financial Analysis Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 8,900+ Authentic Reviews
  • 251+ 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, LiveFlow, and Aleph.

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

ReportFYI

ReportFYI financial report writer offers a smart, dynamic design to streamline the report generation process end to end. Ideal for CFOs, accountants, and companies of any size, ReportFYI is secure, web-based, requires zero client-side deployment, and is available 24/7 from anywhere. It integrates with Acumatica, Dynamics GP, Sage 300, Flexi, Epicor, StoneRiver, Dexter + Chaney, Restaurant 365, and more. FYIsoft also offers CloudFYI, their cloud-based financial reporting solution.

Average Rating: 3.5/5.0

Total Reviews: 2

How Do G2 Users Rate ReportFYI?

  • Custom Reports: 6.7/10 (Category avg: 8.7/10)
  • Report Types: 8.3/10 (Category avg: 8.8/10)
  • Has the product been a good partner in doing business?: 5.0/10 (Category avg: 9.2/10)
  • Custom KPIs: 8.3/10 (Category avg: 8.6/10)

Who Is the Company Behind ReportFYI?

  • Seller: FYIsoft
  • Year Founded: 2012
  • HQ Location: Naples, US
  • Twitter: @FYIsoft
    978 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    16 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of ReportFYI?

What Are G2 Users Discussing About ReportFYI?

Startegy

Startegy is a business planning and forecasting software for startups and small businesses.

Average Rating: 3.8/5.0

Total Reviews: 2

How Do G2 Users Rate Startegy?

  • Has the product been a good partner in doing business?: 7.5/10 (Category avg: 9.2/10)

Who Is the Company Behind Startegy?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Startegy?

What Are G2 Users Discussing About Startegy?

Abrigo Portfolio Insights

Abrigo Portfolio Insights is a comprehensive portfolio risk management solution designed to help financial institutions efficiently manage and mitigate risks across their portfolios. By integrating various risk management processes into a unified platform, it enables institutions to streamline operations, enhance decision-making, and ensure regulatory compliance. Key Features and Functionality: - Allowance/CECL Calculation: Automates the calculation of the Current Expected Credit Loss (CECL allowance, providing thorough documentation and facilitating smoother examinations. - Stress Testing: Identifies potential risks within portfolios, concentrations, and borrower relationships, aiding in strategic planning and capital management. - Asset/Liability Management (ALM: Offers dynamic modeling tools that deliver a comprehensive view of opportunities and risks, supporting better strategic decisions. - Investment Accounting: Automates data management and workflows to streamline investment accounting processes, ensuring compliance and improving report management. - Loan Review: Enhances loan review processes by automating risk-based sampling, standardizing workflows, and providing actionable reporting for informed decision-making. - Income Recognition: Accurately recognizes accretion for acquired loan portfolios, automating key processes to ensure compliance with Generally Accepted Accounting Principles (GAAP. Primary Value and User Benefits: Abrigo Portfolio Insights addresses the challenges of managing portfolio-wide risk by providing an integrated solution that reduces manual data entry errors, increases defensibility through comprehensive documentation, and offers consistent assumptions and data sources. This unified approach enhances visibility into portfolio health, streamlines disclosures and backtesting, and supports financial institutions in making informed strategic decisions. By automating and connecting critical risk management functions, the solution empowers institutions to optimize financial performance and maintain regulatory compliance.

Average Rating: 4.5/5.0

Total Reviews: 1

How Do G2 Users Rate Abrigo Portfolio Insights?

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

Who Is the Company Behind Abrigo Portfolio Insights?

  • Seller: Abrigo
  • Year Founded: 2000
  • HQ Location: Austin, TX
  • Twitter: @weareabrigo
    2,607 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    991 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Abrigo Portfolio Insights?

What Are G2 Users Discussing About Abrigo Portfolio Insights?

Actuals

With Actuals you get true insights in your financial results by automating the transaction validation process. Benefit from real-time, data-driven control and audit of your revenue streams to have continuous insight in your margins and your payable and receivable balances.

Average Rating: 4.8/5.0

Total Reviews: 2

How Do G2 Users Rate Actuals?

  • Has the product been a good partner in doing business?: 5.0/10 (Category avg: 9.2/10)

Who Is the Company Behind Actuals?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Actuals?

AllStrategy

Com mais de vinte anos de mercado, a AllStrategy é uma empresa curitibana pioneira no desenvolvimento software SaaS para planejamento orçamentário. Nossas soluções, AllStrategy Fluxo e AllStrategy Plano, são completas, intuitivas e possuem módulos que atendem todas as áreas de seu negócio. Atualmente, temos mais 500 grupos econômicos em nossa cartela de clientes e, diariamente, são mais de 30 mil usuários ativos utilizando nossos softwares em toda a América Latina.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate AllStrategy?

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

Who Is the Company Behind AllStrategy?

Who Uses This Product?

  • Company Size: 100% Large

What Are Recent G2 Reviews of AllStrategy?

Cointab Reconciliation

Cointab reconciliation software is an innovative solution for all your business reconciliation needs. The software enables businesses to complete their reconciliation process seamlessly. This is done by automating the process, from the input of data, cleaning it, running business rules and highlighting reconciled and unreconciled transactions. The software empowers decision makers and financial directors to streamline their internal processes to maintain accurate books of accounts and highlight discrepancies. Cointab’s reconciliation software is an automated software that provides an efficient way to accurately reconcile data. It achieves efficiency by automating multiple business reconciliation processes which include payment gateway reconciliation, bank reconciliation, cash-on-delivery (COD Remittance) reconciliation, Marketplace Reconciliation (Amazon, Flipkart and many more), fee verification, ERP reconciliation and order management system (OMS) reconciliation. It boosts the productivity of a business by automating core reconciliation tasks, such as uploading, scheduling, cleaning and exporting. The software accepts a custom data format for import and export to ensure seamless integration with other systems. Along with that businesses can also define a custom rules engine for reconciliation to fit business rules and internal policies. Reconciliation results along with all reports are all available on a single dashboard along with a 360 degree view to each transaction enabling easy business analysis. These results can be easily uploaded in any format or to any software for further analysis and can be downloaded in select templates to raise disputes with the respected partners.

Average Rating: 3.0/5.0

Total Reviews: 1

How Do G2 Users Rate Cointab Reconciliation?

  • Custom Reports: 0.0/10 (Category avg: 8.7/10)
  • Report Types: 5.0/10 (Category avg: 8.8/10)
  • Custom KPIs: 0.0/10 (Category avg: 8.6/10)

Who Is the Company Behind Cointab Reconciliation?

  • Seller: Cointab
  • Year Founded: 2015
  • HQ Location: Mumbai, IN
  • LinkedIn® Page: www.linkedin.com
    20 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

CXO

"CXO Software is a cloud-based platform designed to assist businesses with financial reporting and analytics. Features include collaborative workspace, real-time updates, mobile access, performance metrics, and data visualization. The dashboard offers multiple financial templates, which help supervisors generate reports on profit and loss, stock information, sales performance, and more. CXO Software also allows finance teams to communicate via chats and capture, manage, and share commentary and narratives during the reporting process. With the storyboard functionality, users can aggregate relevant reports and provide an audit trail for future reference. CXO Software offers integration with various third-party applications or EPM sources, such as Oracle EPM Cloud, Essbase, Hyperion Enterprise, SAP Hana, Business Warehouse, and more. Finance professionals can use the data warehouse adapter module to prepare reports and interactive dashboards from unstructured spreadsheet data. Using the predictive analytics feature of CXO Software, businesses can collate all the key performance indicators (KPIs) on the centralized platform and forecast sales trends and revenue generation.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate CXO?

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

Who Is the Company Behind CXO?

  • Seller: insightsoftware
  • Year Founded: 2018
  • HQ Location: Raleigh, North Carolina
  • Twitter: @insightsoftware
    801 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    2,273 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of CXO?

eMerge

Collaborative Financial consolidation with statutory and management reporting for groups of companies.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind eMerge?

  • Seller: Soft Corner
  • Year Founded: 1996
  • HQ Location: Pune, IN
  • Twitter: @eMergeConsol
    4 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    79 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of eMerge?

What Are G2 Users Discussing About eMerge?

Exact Statement

Convert bank statement PDFs to CSV and Excel files ready to import into QuickBooks Online and Xero. Fast, accurate, and secure bank statement converter.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind Exact Statement?

Who Uses This Product?

  • Company Size: 100% Small

What Do G2 Reviewers Say About Exact Statement?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the data accuracy of Exact Statement, enjoying seamless conversions for easy imports into QBO.
Cons
  • Users notice missing data rows, but appreciate the tool's clarity in identifying the issues without wasting time.

What Are Recent G2 Reviews of Exact Statement?

Facta Insights

Facta Insights is a subscription revenue software that unifies your data sources & sales contract data into a SaaS metrics platform that serves as single source of truth. Insights moves your team out from cluttered spreadsheets and empowers them to make strategic decisions with confidence. Automate and share the reporting of just about any SaaS metric you can think of.

Average Rating: 4.5/5.0

Total Reviews: 1

Who Is the Company Behind Facta Insights?

  • Seller: Facta
  • HQ Location: San Francisco, US
  • LinkedIn® Page: www.linkedin.com
    9 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of Facta Insights?

HansaWorld

Standard ERP is a robust solution that encompasses essential ERP features for accounts, order processing, inventory, production and job costing. What sets it apart is the seamless integration of CRM, including email, document management and graphical calendars. This powerful combination facilitates enhanced collaboration and interaction across a diverse range of industry-specific functionalities. Standard ERP's global reach spans over 120 countries, with support for over 30 languages. Standard ERP is a powerful multilingual system with comprehensive verticals including production, rental, construction, hospitality, warehouse management, retail, services and consolidation

Average Rating: 4.8/5.0

Total Reviews: 2

Who Is the Company Behind HansaWorld?

  • Seller: Hansaworld
  • Year Founded: 1988
  • HQ Location: London, GB
  • Twitter: @HansaWorld
    552 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    101 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 50% Large, 50% Medium

What Are Recent G2 Reviews of HansaWorld?

What Are G2 Users Discussing About HansaWorld?

Heelio

Heelio est le logiciel français de pilotage financier pensé pour les dirigeants de TPE-PME qui pilotent encore leur boîte sur Excel et leurs relevés bancaires. Quatre modules interconnectés, opérationnels en 10 minutes : - Trésorerie : synchronisation bancaire, catégorisation automatique des flux (règles + IA), vues mensuelle, trimestrielle et annuelle. - Compta : compte de résultat en temps réel, marges, EBITDA, traçabilité jusqu'à l'écriture. - Prévisionnel : projection de trésorerie à 12 mois, scénarios, suivi des écarts vs réalisé. - Indicateurs : dashboards personnalisables et partageables (associés, banquier, investisseurs). - Intégrations natives : Pennylane, MyUnisoft, Qonto, vos banques, Excel. Consolidation multi-sociétés sans ERP. Et si vous voulez aller plus loin, l'option DAF externalisé ajoute 4 h de direction financière par mois. Vous saurez enfin si vous pouvez embaucher, investir, emprunter… ou vous payer.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate Heelio?

  • Custom Reports: 10.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Heelio?

  • Seller: Heelio
  • Year Founded: 2021
  • HQ Location: Paris, France
  • LinkedIn® Page: www.linkedin.com
    1 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of Heelio?

HubiFi

HubiFi enables seamless, repeatable, and automated data integration from various source systems (CRM, Payment, Billing, ERP, HRIS, etc.). This way, you can map your accounting rules and generate fully GAAP Compliant and Management Accounting transactions, reconciliations and journal entries.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate HubiFi?

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

Who Is the Company Behind HubiFi?

  • Seller: HubiFi
  • Year Founded: 2023
  • HQ Location: Columbus, Ohio, United States
  • LinkedIn® Page: www.linkedin.com
    12 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of HubiFi?

MarginQube

MarginQube is a ‘Must-Have’ tool for senior business leaders who are looking to drive top-line growth and margin expansion for their manufacturing or distribution businesses. Through world-class, pre-configured yet customisable end-to-end analytics, MarginQube provides critical insights to identify and stop price, cost, margin, and revenue leakages. It provides granular foresight to place strategic growth and margin bets.

Average Rating: 5.0/5.0

Total Reviews: 1

How Do G2 Users Rate MarginQube?

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

Who Is the Company Behind MarginQube?

Who Uses This Product?

  • Company Size: 100% Medium

What Are Recent G2 Reviews of MarginQube?

OfficeFinance

A full-service finance and operations firm specializing in early to late stage startups.

Average Rating: 5.0/5.0

Total Reviews: 1

Who Is the Company Behind OfficeFinance?

Who Uses This Product?

  • Company Size: 100% Small

What Are Recent G2 Reviews of OfficeFinance?

What Are G2 Users Discussing About OfficeFinance?

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