Top Free FP&A (Financial Planning & Analysis) - Page 4

Corvenia

Corvenia solves the problem facing multi-entity groups: financial control that is too slow to implement with traditional CPM tools and too complex to sustain with spreadsheets. Where legacy consolidation systems require 6–12 months to deploy and ongoing IT projects to maintain, Corvenia goes live in hours. AI automates the heavy lifting of account mapping, currency conversion, intercompany eliminations, always with human approval. The platform adapts automatically as entities are added or restructured, eliminating the recurring cost of change management. The result: CEOs, CFOs, controllers, and management teams get reliable, always-current financial visibility across the group without launching an internal IT project to get there. Customers report up to 95% reduction in consolidation effort. Corvenia connects directly to existing ERP systems — including Tripletex, Fortnox, Visma Net, Xledger, PowerOffice, Fiken, and BusinessNxt — without requiring ERP replacement or standardization. Core features include: - multi-entity financial consolidation, - automated intercompany elimination - AI-assisted chart of accounts mapping - and a unified virtual ledger that ingests data continuously rather than in monthly batches. CFOs and finance teams get: - consolidated P&L, Balance Sheet, Cash Flow, and Trial Balance reports, - KPI dashboards with full drill-down to underlying transactions, - and flexible data access via Excel, Power BI, or API. Role-based access controls, full audit trails, and European data residency on Microsoft Azure are built in. Corvenia is a Norwegian financial technology company founded by repeat entrepreneurs previously behind Simplifai, an enterprise AI platform scaled across European banks and insurers. Headquartered in Oslo, Corvenia builds financial control software for multi-entity groups: private equity portfolios, family offices, real estate groups, and multi-entity operating companies. The platform is live with customers across Scandinavia.

dataSights - Management Reporting & Consolidation

dataSights is a multi-entity Xero consolidation and management reporting platform for finance teams running more than one entity. It consolidates multiple Xero organisations with intercompany eliminations, multi-currency conversion and account mappings applied automatically, then delivers consolidated financials, management reports and board packs in its own web app. Reports balance every time, and you can drill from any consolidated figure straight through to the source transaction in Xero. The same consolidated layer is available wherever your team already works: Excel, Power BI, Google Looker Studio, and any AI assistant over the Model Context Protocol, including Claude, ChatGPT and Microsoft Copilot. dataSights also writes back. Post journals, invoices, bills and contacts out to many Xero organisations at once, from the Excel add-in or straight from an AI assistant, which is what turns month end from a manual process into an automated one. Beyond accounting, 160+ connectors bring payroll, CRM, ecommerce and inventory data into the same place, so management reports cover the whole business rather than just the ledger.

Datenbrücke

Datenbrücke is an all-in-one controlling suite for SMEs that combines ready-to-use SaaS reporting with integrated financial planning. The solution offers out-of-the-box dashboards while providing maximum data freedom by directly mirroring DATEV data into Excel and Power BI. It is specifically designed for managing directors and CFOs who seek a standardized tool but require the flexibility to customize their reports individually.

Finance IQ

Turn your NetSuite data into real-time dashboards, automated reports, and AI-powered financial insights with Finance IQ. Improve forecasting, cash flow visibility, and executive decision-making.

Finrely

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

Finstack

Finstack is a Dutch SaaS platform for financial consolidation, reporting and forecasting, built for CFOs and controllers of scale-ups and SMEs with multiple entities. Finstack connects directly to accounting packages such as QuickBooks, Xero, Exact Online, AFAS, Twinfield, and Microsoft Dynamics 365 Business Central and automates the full consolidation process: intercompany eliminations, multi-currency conversion, non-controlling interests and sub-consolidations. P&L, balance sheet and cash flow statements are available in real time, alongside configurable dashboards and KPI tracking. A two-way sync with Excel and Google Sheets keeps existing spreadsheet models usable, and a template library accelerates forecasting and scenario planning. The accounting connection is live in 5 minutes and the tool is usually fully set up within a day, self-service; guided onboarding is available for teams that prefer a hands-off start or have complex group structures. More than 200 companies and 2,000 finance professionals use Finstack, saving an average of 12 hours per month on month-end close and group reporting. Finstack was founded by a former CFO and is built in Amsterdam, the Netherlands.

Fintower

Fintower gives finance teams and founders one place for all their numbers. It connects to accounting (Fortnox, Visma and more), banking, CRM, e-commerce, payments, and ad platforms, collects the data automatically, and turns it into live dashboards, reports, and board materials. Instead of logging into five systems and pasting numbers into Excel every month, you open Fintower and see the whole picture: revenue, costs, cash, and KPIs across all your systems, always current. Ask questions about your numbers in plain English or Swedish and get charts and analysis based on your actual bookkeeping data. Key capabilities: - Automatic data collection from 60+ systems: accounting, bank, CRM, e-commerce, payments, marketing - Live dashboards for revenue, costs, cash, and KPIs - AI analysis on your consolidated data, in English or Swedish - Board reporting without copy-paste - Upload your budget or forecast and track actuals against it - Multi-entity support, GDPR-compliant EU hosting Built for SMBs and scale-ups (roughly 10-200 MSEK revenue) that want the whole picture without consultants or weeks in Excel. Connect your systems yourself and be running in minutes. 14-day free trial, no credit card required.

FlowCog Financial Models

Gain insight into your cash trajectory. SaaS projections battle-tested with investors and boards. FlowCog helps you: - Avoid surprises: ensure you don’t run out of money. - Get a full pro-forma model up and running quickly with the help of a CPA and SaaS finance expert. - No need to build logic from scratch. FlowCog automatically generates your model from onboarding form responses. - Analysis and simulations to model growth show how key business metrics drive your forecast and support your business strategy. Features: - FlowCog automatically sets intelligent default inputs for your model, calibrated to your company’s size and maturity using SaaS industry benchmarks. - Get a full set of financial statements projected over 5 years: a P&L, Cash Flow, and Balance Sheet. - All metrics are automatically calculated and visualized: - Retention rate & churn rate - Lifetime value of a customer - Customer acquisition cost - LTV : CAC ratio - Cash runway - Burn multiple - Company valuation - Monthly recurring revenue (MRR) run rate - Gross margin, EBITDA, and net income - SaaS Magic Number - Leads & opportunities in each funnel stage - Revenue per employee - Sales rep workload

Francis

Francis is a financial planning platform that combines the flexibility from spreadsheets with dedicated FP&A features. With features for consolidation, budgeting, forecasting and reporting, Francis is purpose-built for finance teams in SMBs looking to automate manual processes and future-proof their financial planning. Learn more at www.francis.app

GoProfit Analytics

GoProfit brings all your data: Shopify sales, COGS, fees, shipping, taxes, and ad spend into one real-time dashboard to track true net profit, margins, and full P&L reports. Explore advanced analytics across marketing, products, and cohorts insights. Monitor key eCom KPIs like AOV, LTV, conversion, cart abandonment, refunds, returns, and repeat purchases with Smart Alerts. Data export, scheduled reports, and great support come as an all-in-one package. Take control of your analytics and scale with us.

Helu

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

Kudwa

Kudwa is an AI Finance Manager that connects your financial and non financial data, automates reporting and analysis, and gives leaders instant clarity on performance. It sits on top of your existing systems and turns scattered data into one reliable view, so finance teams spend less time assembling spreadsheets and more time understanding the numbers. What Kudwa does: • Multi-entity consolidation: consolidate all entities and currencies into one consistent financial view, with fewer manual reconciliations and faster reporting cycles. • Automated reporting: generate and refresh management and board ready reports automatically, without hours spent updating spreadsheets and formatting packs. • AI-powered insights: understand key patterns across your data, including what changed, why it changed, and what needs attention. • AI chatbot: ask questions directly to your financial data and get instant answers on performance, trends, cashflow, customers, and entities. • Analysis and forecasting: run variance, trend, and cashflow analysis and forecasting faster, without digging through multiple systems. • Cashflow management: track cash positions, projections, runway, liquidity needs, and upcoming gaps across entities, accounts, and scenarios. • Data in one place: connect accounting, payroll, sales, and other business data into one consistent source of truth for the finance team. Kudwa is built for finance leaders, business leaders, accounting firms, and fractional CFOs, and is especially useful for growing companies with multiple entities, currencies, or fragmented systems and recurring board reporting pressure. It is SOC 2 Type II compliant, with encryption, strict access controls, and continuous monitoring, and your data is never shared, sold, or used to train AI models.

PivotXL

PivotXL is an innovative provider of complete Corporate Performance Management (CPM) solutions. PivotXL combines a centralized database, sophisticated workflow, powerful reporting and best of all full built on-top of Excel to create a cloud-based financial planning and analysis (FP&A) solution. Unlike traditional software that replaces Excel with rigid with non-user friendly applications, PivotXL allows you to stay in excel and helps finance professionals to get trusted numbers.

Average Rating: 4.3/5.0

Total Reviews: 2

PlanDelta

PlanDelta: Effortless FP&A for the Spreadsheet-Savvy PlanDelta empowers finance teams with a cloud-based FP&A platform that seamlessly integrates with existing tools like Google Sheets and Excel. It simplifies consolidation, automates tasks, and fosters collaboration, freeing you to focus on strategic planning and analysis. Gain real-time insights, explore "what-if" scenarios, and make data-driven decisions with confidence. PlanDelta is FP&A reimagined, built for the familiar, future-proofed for growth.

SalesUp Data Management for Creatio

Sales'Up Data Management for Creatio is a multifunctional tool for planning, budgeting, and performance management at all levels of a company. It enables users to work with financial and quantitative targets, compare planned and actual results, build complex models using advanced formulas and logic, and perform real-time calculations on large volumes of data. The solution supports custom reporting periods, flexible formatting, role-based filtering, and user profile customization. This product is especially valuable for teams that require a transparent strategic planning process, precise budget control, and real-time data analysis. A convenient drag-and-drop data structure editor, Excel export, detailed change logging, and access via widgets make it easy to tailor the solution to each user's needs, transforming it into a powerful decision-making platform based on relevant data built on the Creatio foundation.