Alternatives to Farseer
Compare Farseer alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to Farseer in 2025. Compare features, ratings, user reviews, pricing, and more from Farseer competitors and alternatives in order to make an informed decision for your business.
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1
Martus
Martus Solutions
Martus Solutions is the trusted budgeting, reporting, and forecasting platform for nonprofit organizations and small to mid-sized businesses (SMBs). Say goodbye to cumbersome spreadsheets and streamline your financial planning. Our robust, easy-to-use tools offer collaborative budgeting and flexible reporting to help you make informed, mission-driven decisions. With features like real-time data access, personnel budgeting, and automated workflows, Martus empowers your team to budget efficiently, report seamlessly, and forecast with precision. Martus offers quick implementation, seamless ERP integration, and an intuitive interface, providing powerful insights into your financial health and enabling your organization to grow while staying mission-focused. Join the hundreds of organizations already benefiting from smarter financial management with Martus. Achieve transparency, accountability, and efficiency- easily and affordably!Starting Price: $6,000 -
2
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
3
Synario
PFM Solutions
Synario is an industry-leading financial modeling platform designed to answer tomorrow's questions today. Make data-informed decisions with confidence, leading your organization to a brighter financial future with Synario. Leave archaic spreadsheet-based financial modeling behind and switch to a purpose-built modeling platform where advanced modeling, analysis, and insight come out-of-the-box. With automated financial statements and patented layering technology, Synario can give your finance team a full-field view of your financial future. Reach out to us to see how Synario could benefit your unique organization. Synario contains the best financial modeling tools to analyze even the most complex strategic or financial scenarios. Coupled with complete customizability, Synario can create all types of financial models with ease. Patented layering technology makes Synario financial models better able to replicate any scenario. -
4
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth.">
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5
RizzCalc
RizzCalc
RizzCalc is an AI-powered financial-modeling agent that integrates as an add-on for Google Sheets, enabling users to build, edit, and adjust financial models using natural language instead of writing formulas manually. Once installed, a sidebar lets you type instructions like “create a DCF model,” “update income statement projections,” or “adjust cash flow modeling,” and the AI automatically modifies the spreadsheet accordingly. It supports tasks such as financial projections, discount-cash-flow valuations, balance sheet automation, and fast adjustments to plans and forecasts. The product is built by CapGo AI (founders YG Guo and CY), and each “run” consumes credits (three credits per run), with users receiving a number of free credits to try it out. RizzCalc is positioned to save analysts, startup founders, and finance professionals hours of manual work, reduce formula errors, increase speed, and make financial planning more flexible, accurate, and scalable.Starting Price: $12 per month -
6
Dryrun
Dryrun
Instant intelligence with epic control. Let Dryrun forecast your cash flow & sales so you can model 'what ifs' in your business & make the right moves. Dryrun transforms your business direction with up-to-the-minute dynamic forecasts, automating cash flow and sales projections while giving you complete control over your data. Powerful, unlimited scenario modeling allows you to explore different strategies before acting. From cash flow management to multi-entity consolidation and currency conversion, Dryrun's clear, engaging visuals turn complicated financial data into easy-to-understand insights, fostering team collaboration and direction. Every minute in Dryrun saves you an hour in a spreadsheet and delivers real-time forecasting, complete control, and crystal-clear visuals to guide your business into the future.Starting Price: $99 per month -
7
Poindexter
Poindexter
Poindexter is designed for users of all backgrounds. No expertise in finance or accounting required. Get instant feedback on the financial impact of your business decisions. Remove complicated, error-prone spreadsheets from your budgeting & forecasting process. Setting up your account, and making updates is a process that happens in minutes. We're here to answer questions and make sure you're getting the most out of Poindexter. Plan your activities, and Poindexter generates a financial model worth thousands of dollars in minutes. Automatically produce all of the financial information you need to make decisions that help you manage cash flow intelligently. Your customer dashboard updates each month with acquisition goals that convert your forecasts into daily tasks, which keeps you focused on the activities driving revenue.Starting Price: $9.99 per user per month -
8
ClearFactr
ClearFactr
Spreadsheet software that drives better business decisions. Enhance your existing financial modeling process. Accelerate data integration via powerful APIs. Efficiently collaborate with teams of any size. -
9
Causal
Causal
Build models 10x faster, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Causal's formulas are in plain English— no cell references or obscure syntax and a single Causal formula can do the work of 10s, and even 100s of spreadsheet formulas. Causal's built-in scenarios feature lets you easily set up and compare what-if scenarios, and you can work with ranges ("5 to 10") to understand the full range of possible outcomes of your model. Startups use Causal to calculate runway, track KPIs, plan employee compensation, and build investor-ready financial models for fundraising. Generate beautiful charts and tables without spending hours on customisation and configuration. Easily switch between different time scales and summary views.Starting Price: $50 per user per month -
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KPI Sense
KPI Sense
Tailored financial models, sophisticated KPI dashboards, and actionable insights from our experts help you improve retention, raise capital, and exceed targets. All backed with the experience and expertise of our team. Ready for you to utilize or share with your board or VC team. Hiring a full-time head can be costly. With us, you’ll receive the benefits of years of SaaS-specific finance expertise for a fraction of the cost. We live and breathe SaaS finance day in and day out. Consider us the newest member of your team. The SaaS business model is different from the traditional. Your finance systems should be, too. Take the guesswork out of how, where, and when to use your data. We have SaaS-specific systems in place for your metrics, so you can create accurate business decisions with our team, backed by expertise. Whether you’re strapped for resources or simply don’t have time to be strategic, we’ll work to meet the needs of your specific business. -
11
RMI Insights
RMI Insights
Upload or connect your historical financial data under one roof to power financial projections and pro forma calculations instantly. Machine Learning-based approach using algorithms to triangulate and refine key forecasting assumptions with users having ability to visually adjust these drivers. Create customized reports and dashboards that synthesize easy-to-understand analyses including operational metrics, financial trends, and other KPIs. RMI Insights is a financial modeling automation platform powered by machine learning and on the cloud that helps accounting firms and small businesses better plan for their financial futures without the need for outdated, error-prone spreadsheets. RMI Insights is a source-agnostic platform where you can upload or connect historical financials in any format (Excel, PDF, CSV etc.) as well as directly from accounting systems. RMI Insights extracts this historical data and structures it in a standardized format. -
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Runway
Runway Financial
Gone are the days of copy and pasting actuals from 12 different places every month. Runway connects with your accounting, HRIS, data warehouse tools, and more to automatically keep your forecasts up to date with new actuals. Write formulas that humans can read. Scenario comparison is native in Runway—no more duplicating sheets and tabs. Compare different plans and outcomes to decide the best strategies to hit your ambitious goals. With Runway Copilot, you can create any scenario in seconds. Type a prompt and watch Runway generate effective plans based on your model and live data from your connected business apps. With human-readable formulas and over a hundred integrations, modeling key financial metrics is easier and more accurate than ever before. -
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Quantrix Modeler
Quantrix
Quantrix Modeler, our cutting-edge business and financial modeling application, addresses the limitations and risks inherent in traditional spreadsheets. Quantrix Modeler provides the most robust and flexible modeling environment for professionals who need to intuitively model financial and operational scenarios, using our proprietary super-fast multi-dimensional calculation engine. Over 50,000 users in thousands of companies have made the switch to Quantrix, the only platform that provides the flexibility necessary for powerful integrated modeling and analysis across all industries, including Corporate Finance, Real Estate & Investment, Energy, Agriculture and specialized Finance. Quantrix Modeler and its calculation engine is the foundation for our multi-dimensional modeling platform. -
14
Microsoft Excel
Microsoft
Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.">
Starting Price: $8.25 per user per month -
15
Forecastr
Forecastr
Be prepared to impress investors & grow faster. Stop guessing, and impress investors with data-driven numbers. Work with experts to build a powerful revenue forecast you can trust. Work with our team of startup finance experts to build a unique financial model that makes sense to you, so you can look great in front of investors and have confidence in your plans. An online financial model, powered by your data to be automated & smart. Use our intuitive UI to build a defensible budget in minutes without writing a single formula. Use our assumptions feature and our simple UI to make changes on the fly. Sync your accounting system like Quickbooks or Xero to pull in your actual expenses and keep your budget dialed in. With the click of a few buttons, you can link your financial model with your accounting system to keep it up-to-date automatically and better predict the future. Pull in your sales pipeline for better short-term predictions. -
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Finicast
Finicast
Cost centers can directly input their numbers into a centralized platform. Align everyone on your actuals versus forecasts and collect explanations on variances directly into your analysis. Whether from last year or zero-based, get everyone on the same page by defining clear and accurate revenue targets. Model and forecast your financial statements inside of Finicast. Forecast revenue based on historical trends and a complete set of applicable business dimensions. Analyze sales performance by segment, product, and vertical to better forecast future bookings and needs. Import your historical data and add algorithms to create a consistent scoring and segmentation analysis. Maximize coverage and set quotas that are connected to your sales forecast. Incentivize sales activity by building plans optimized for teams, regions, and products. Forecast pipeline activity based on historical trends, current channels, budgets, and other applicable business dimensions. -
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Daloopa
Daloopa
We won’t argue about whether modeling is a science or an art, but we know it matters that you use the best data to start with. Daloopa extracts and organizes data from millions of financial reports, investor presentations, and supplemental data files to jump start your process. Whether you use our data sheets, your own models, or someone else’s, take a load off of your plate with Daloopa’s one-click updating to fill in any and all missing quarters in your existing formatting as hard-coded numbers. It’s hard enough maintaining just your portfolio companies during earnings season, much less tracking the entire industry. With Daloopa's KPI builder, step back and get an easy bird’s eye view with automatic updates each quarter. Daloopa's offering of the deepest set of historical data available allows you to bring your A-game to an increasingly efficient market. Determine your hypothesis before the tides turn. -
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Blox
Blox
Blox is an AI-powered solution which helps business leaders with financial modelling and planning, without the need for spreadsheets. With our marketplace of pre-built blocks, we've taken away the complexity of building a bespoke model and sped up the planning process massively. Simply select the blocks which are relevant to your business and combine them into models to build out your plans! Our models cover everything you need to gain visibility into and confidence in the reality of your business, including SaaS Financial modelling, Subscription Revenue modelling, Services planning, and Marketing planning. Blox was founded in Brighton, UK in 2022, and is led a team with experience at the likes of Anaplan and Metapraxis. Better, faster decisions, without spreadsheets!Starting Price: £10 p/user p/month -
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Modelscape
MathWorks
The Modelscape solution enables financial institutions to reduce the complexity of managing the lifecycle of financial models while improving model documentation, transparency, and compliance. By implementing the solution throughout the model lifecycle, you can use templated model workflows, automated documentation, and artifact linking. Scale algorithms, models, and apps both horizontally and vertically. Provide support for enterprise infrastructure, tooling, and languages such as Python, R, SAS, and MATLAB. Track issues across the model lifecycle with full model lineage, issue, and usage reporting. Use the executive dashboard for model data, custom algorithm execution, automated workflows, and web-based access to a comprehensive, auditable inventory of all models and dependencies. Develop, back-test, and document models and methodologies. Improve transparency, reproducibility, and reusability of models. Automatically generate model documentation and reports. -
20
FinModelsLab
FinModelsLab
FinModelsLab provides a wide range of industry-specific financial model templates in Excel, as well as Excel dashboards, business plan templates, and pitch deck templates. Creating a business plan with detailed financial projections, a pitch deck presentation, or an Excel dashboard can be time-consuming. That's why we've developed a web repository with over 1500 business templates for different use cases. We've spent over 10,000 hours creating industry-specific financial forecasting model templates in Excel, which offer well-structured and best-practice financial modeling know-how to users such as C-level executives, entrepreneurs, investors, startup founders, and others looking for assistance in creating financial projection templates. -
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Fluxo
Fluxo
Fluxo is the future of finance. Automated financial planning integrated with your business data. Financial planning with spreadsheets is a headache at best while existing alternatives are too rigid and slow. With Fluxo, you get an incredibly flexible modeling interface, integrated with your data and reports that are quick and easy to set up. Fluxo enables your team to move fast, saving time on manual tasks and enhancing collaboration. Sync your plans with your financial and operational data. Use our friendly model builder to build your financial plans. Keep your entire company on the same page with real-time collaboration and shared reports. Work as a team without having to send files back and forth. Customize beautiful reports and share them with your team, board, or investors. One financial plan can contain unlimited scenarios with different future assumptions. Start from an existing scenario and change only the assumptions you want.Starting Price: $125 per month -
22
GM Valuation
Greenmatch
GM Valuation is the adequate instrument for the transaction valuation and periodical reassessment of your renewable energy projects. The wide range of performance indicators allow you to have the full control over your projects at any time. With the certified financial model you can assess and structure your renewable energy projects reliably. Manage your internal and external contacts. Easily share projects with the embedded invitation function. You decide yourself which parties are allowed to interact with each other and who gets read and write access. Do not lose time discussing differing spreadsheet calculations, instead focus on the best negotiation result possible. Irrespective of your project's complexity, with GM Valuation you can model all of your projects in one single and highly flexible standard. GM Valuation takes into account every possible remuneration system. From simple fixed-price models to certificate systems in interaction with electricity-price surveys -
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Clockwork
Clockwork
The Clockwork Score automatically grades your financial performance and shows you what to improve. Machine learning takes the data from your P&L, balance sheet, and cash flow to give you real-time weekly and monthly cash flow forecasts. Easily build your own custom metrics using your financial and nonfinancial data to get a complete picture of your business. Seamlessly and securely integrate with QuickBooks Online or Xero to instantly build financial models and forecasts. A bank account is not a cash flow forecast. Know your financial commitments will be met and proactively get ahead of the demands of your growing business. Avoid costly mistakes and manage your finances with fewer surprises. Know precisely when cash is coming and going and what your funds will be at different points in the future.Starting Price: $159 per month -
24
Financial Modeling Prep
Financial Modeling Prep
Fast, accurate, and developer-friendly financial market data at an affordable price. Our API allows businesses to quickly unlock opportunities to meet their unique needs We cover over 70,000+ securities covered across 46 Countries data back 30+ years. We provide standardized and as-reported fundamentals for US-based publicly traded companies, real-time market data, ESG ratings and scores, ETFs and Mutual Fund Holding We are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO.Starting Price: $14 per month -
25
LivePlan
Palo Alto Software
LivePlan is the business planning and management software created to support the success of small businesses and entrepreneurs. With step-by-step instructions, expert guidance, tutorials, webinars, and over 500+ sample business plans - creating a professional business plan has never been easier. No need for complex spreadsheets or number crunching. LivePlan's automated financials with built-in formulas means your projections and financials are razor accurate. Share a quick one-page pitch of your business model with lenders, investors, and internal teams - keeping everyone on the same page, without having to share your full business plan document. Budgets and sales forecasts are a critical element to business success. Bring these numbers to life with LivePlan's performance dashboard. These dashboards simplify your performance and creates impressive charts and graphs automatically. Sync QuickBooks or Xero with LivePlan to pull in your actual accounting data.Starting Price: $20/month -
26
Workday Adaptive Planning
Workday
Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic, so your planning and forecasting environment should be as well. That's why we built world-class scale, speed, and flexibility into the modeling and forecasting capabilities of Workday Adaptive Planning. Harness world-class modeling to stay ahead in finance, sales, workforce planning, and beyond. Plan as a team and adapt with agility with built-in collaboration. Drive business performance with interactive dashboards, data visualizations, and charts that are easy to create, personalize, and share. Access easy-to-use management, financial, and sales reporting software—all in the cloud. Deliver stunning, instantly updated management reports with the Microsoft Office Suite and OfficeConnect. Easily connect to ERP, HCM, CRM, and other data sources for fast, reliable, and accurate business planning. -
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gini
gini
Replace hard-coded spreadsheets with automated data feeds from your portfolio companies. Use anti-fraud algorithms to identify red flags. Instantly use public and private comps for DCF analysis. Build up-to-date cash flow forecasts in minutes. Get a standardized financial report every month. Automatically update data in your spreadsheets. Identify issues and ask the right questions early. If you’re an investor and you don’t have a financial fraud in your portfolio, it’s probably because you haven’t found it yet. Automate your data collection process to get accurate, real-time data on your portfolio companies. Granular real-time financial data on all your current, and future investments. Forget hard-coded Excel spreadsheets and reminder emails to your portfolio companies. Streamline your data collection process with live data sent directly into your own models and spreadsheets, updated every day. -
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Oracle Hyperion
Oracle
Oracle Hyperion Financial Management is a comprehensive, Web-based application that delivers global financial consolidation, reporting and analysis in a single, highly scalable software solution. Oracle Hyperion Financial Management utilizes today's most advanced technology, yet is built to be owned and maintained by the enterprise's finance team. The web user interface for this release has been enhanced for greater ease of use and consistency with other Hyperion products. The new user interface supports navigation across multiple applications as well as access to multiple modules and documents in an application. Other enhancements include the Point of View bar, Member Selector, Journals, Data Forms and Data Grids. You can also view dimension member properties from the Member Selector, data forms, data grids, journals, or Process Management. -
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CubeWeaver
LPNR
Scales better than a spreadsheet. Multidimensional data model: Thousands of worksheets can be managed efficiently. Transform, aggregate or copy millions of cells with just several clicks. The data is always ready for BI and dashboards. Reliable formulas: No broken references or endless copy/pasting. Express complex logic with just formulas by using the relations inside the data model instead of error prone VLOOKUPs. Multi-user access: Hundreds of users can work with the model simultaneously. Security by design: You decide which parts of every worksheet are shared with others. Special permissions can be granted to add or remove rows. Only model designers can see or change the formulas. Easier to use than a multidimensional database. Easy to use, easy to learn: People familiar with spreadsheets can master the system in a matter of one or two days. You can use the same standard functions. Many spreadsheet models can be translated one to one to CubeWeaver.Starting Price: $30 per month -
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Mosaic
Mosaic.tech
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 empowers teams to work together in a unified, cross-functional platform that acts as a simple source of truth for the entire organization. Mosaic was founded in 2019 by three finance leaders frustrated by the slow speed, high complexity, and inefficiencies of existing tools in the market. Knowing the office of the CFO needed an overhaul, they set out to build a platform that would address the technical challenges modern-day finance and business teams face. Today, Mosaic is leveraged by some of the fastest-growing companies, helping them align, collaborate and plan for the future. -
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CREmodel
CREmodel
CREmodel analyzes multifamily/apartments, shopping centers, industrial, office, and mixed-use projects. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion. An easy-to-use but powerful real estate financial model for commercial real estate investments. A comprehensive Excel-based proforma template is all set up, just input the numbers. Real estate investment model that works for all types of commercial real estate projects. Neat and orderly spreadsheets that are understandable to the bank and investors alike. Real estate modeling software you can count on, no more math errors. Since it's an Excel spreadsheet template, you have maximum flexibility. This is a highly flexible Excel-based real estate financial model constructed in an intuitive modular fashion for ease of input and calculates return on investment (ROI), internal rate of return (IRR), and net present value (NPV).Starting Price: $89 one-time payment -
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XERAS
RPMGlobal
For nearly 30 years, XERAS has been the financial modelling tool of choice for the cost-focused mining company. XERAS provides a rigorous yet flexible strategic modelling environment designed specifically for the mining industry. XERAS complements your financial planning process by applying control, consistency and transparency and allows for effective corporate governance. -
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Pry
Pry Financials
Stop paying for makeshift spreadsheet templates or financial analysts to manage the most important part of your business. Pry is a dedicated tool designed for founders to build an accurate, up-to-date financial plan. A visual of where you stand each month makes spotting discrepancies quick and easy. Use an intuitive interface to plan for your key hires. Pry will automatically forecast hires as a monthly cost for you. Use custom formulas to forecast anything. Build a revenue model that's easy to understand. Pry's Financial Report is a 3-way forecast that combines 3 key reports into one consolidated forecast. See all of your business finances on one page.Starting Price: $45 per month -
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Invest for Excel
DataPartner Software
Focus on your business numbers, rather than layout and formulas with Invest for Excel. The software solution for capital budgeting, financial modeling and valuation, Invest for Excel is trusted by over 1,600 international customers across a wide range of industries. It enables managers, investment analysts, controllers, investors, as well as production, marketing, and engineering teams to prepare complete cash flow models, introduce transparency in analytical calculations, and standardize investments analysis process in the whole organization.Starting Price: $384.00/year/user -
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Operis Analysis Kit (OAK)
Operis
The Operis Analysis Kit, otherwise known as OAK, is an Excel add-in that saves time when developing and auditing complex spreadsheets by assessing the model structure and identifying errors. As a company, we believe it is crucial to support spreadsheet users. That’s why we decided to share what once was our in-house application with our clients. Developed and used daily by our renowned modeling team, OAK helps identify the lack of compliance with industry-standard modeling best practices. It also improves model quality throughout the building process. OAK is the preferred Excel add-in used by financial modelers in the world’s largest banks, blue-chip firms, and public sector bodies. If you are currently using Operis’ other services please get in touch about adding an OAK license to your current package. OAK offers a set of powerful and cutting-edge tools that help you identify potential risks and improve the quality of your models.Starting Price: $375.99 per year -
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Delfos
SmartWay
Delfos is a financial modeling solution for startups and medium-sized companies. With Delfos you can automatically forecast the finances of your business and anticipate potential cash shortages and funding requirements months ahead. Some of the features that set our solution apart are: No expertise in finance or accounting is required. No extensive documentation to read. No complex user interfaces to learn. Clear and accurate results. As a financial modeling tool, Delfos has the following features included: Accounting based Unlimited # of models 36-month detail Sales and revenue forecasting Direct Cost forecasting Personnel forecasting Expenses forecasting Fixed assets Financing and investment -
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FD4Cast
FD4Cast
Consultative expertise combined with a first-class Excel tool that lets you really get hold of financials. For both startups and established businesses, and anyone else in between, it’s a winning mix of knowledge and technology. Bespoke financial modelling that meets your specific requirements for forecasting. Get better forecasts and improved accuracy in predicting your position. Produce the exact format that you require for your reports. Provide financial clarity with polished and professionally presented forecasts. Demonstrate your financial credentials by presenting your forecasting in precisely the right way that banks and other sources of investment capital want to see it. Get polished and professional reports with a wizard approach to printing that generates quality reports with ease and avoids the stress of formatting spreadsheets for print. Trust in our expertise and technology to provide a solid process and sound numbers that lets you make the right impact. -
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Sturppy
Sturppy
Use our proven templates to build a model fast, without any prior experience or expertise in finance. Share a live link with potential investors or export the entire model to a formatted spreadsheet with a single click. Add dynamic hiring rules and forecast how your team will grow over time. Setup and automatically calculate custom KPIs specific to your business. Shareable branded live links of your model - capture feedback & analytics. Automatically see what your business is worth using standard DCF methodology. Invite your teammates or mentors to work on the model with you. We built Sturppy with the goal of being a tool for any founder, regardless of industry, niche, skill level, monetization strategy, funding, etc.Starting Price: $79 one-time payment -
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BizPlanBuilder
Business Power Tools powered by Jian
If you're here to produce a convincing business plan you can actually use, let's make sure it does everything you need. BizPlanBuilder® creates a detailed strategic business plan for "lean" growth and, if or when you need it, a credible and compelling investor pitch to raise capital on the best terms. BizPlanBuilder helps you write a professional business plan for your project quickly and efficiently. Its organized system of pre-scripted sample business plan templates in Microsoft® Word, flexible Excel financial models, and PowerPoint presentation ("pitch" deck) can be accessed online where you can collaborate with your team and advisors. Customizable, professionally-scripted narrative, financial models, supporting docs... with video tutorials make it easy. It’s the fastest and easiest way of turning your ideas into an investment-grade business plan and a successful company.Starting Price: $27/month -
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Decipad
Decipad
Decipad is an interactive notebook designed to transform plain language into dynamic financial models and reports without requiring SQL or programming expertise. It enables users to combine text, data, and visualizations into cohesive plans, models, and reports, facilitating data storytelling and decision-making. Decipad supports various data types, including numbers, dates, booleans, and units, and offers features like data views, inline calculations, and unit conversions to enhance data analysis. It utilizes Conflict-Free Replicated Data Types (CRDTs) to enable seamless offline editing and real-time collaboration, ensuring that changes are synchronized across users without conflicts. Additionally, Decipad incorporates SafeJS, a secure in-browser JavaScript execution environment, allowing users to integrate external data sources and perform custom computations within their notebooks.Starting Price: $20 per month -
41
Jirav
Jirav
Financial planning and analysis in the cloud. Know the state of your business finances in real-time to make better decisions fast. Jirav connects your financial and operational data to let you easily explore historical operations and accurately forecast your bookings, revenues, workforce, expenses and cash flows. Gain insight and have more time for decisions. Instantly see plan vs. actuals, rolling forecasts and downstream effects to spot opportunities across your teams, departments, and business. Visualize and share data to understand your business. Generate beautiful, interactive reports and send the right information to the right people straight from Jirav. See the future to make better decisions now. Best practice templates enable you to create accurate budgets and forecasts across all aspects of your business. Connect the data that impacts your business. See real-time accounting, headcount, and sales data for complete visibility.Starting Price: $99 per month -
42
PortfolioIQ
Synaptic
PortfolioIQ automates data extraction from Documents (Board Decks, Financial statements), Data requests (Forms, Emails) and Models (Forecasts, Valuations) – with 100% accuracy. The Result: Teams can spend time analyzing data rather than organizing it. Effective collection, no overhead Set up automated data requests from PortCos Get metrics from Docs and Forms, zero duplication Dashboard to track request status and data gaps Zero manual work No more copy-pasting from Docs to spreadsheets 100% accurate data extraction, no checks required Automated alerts when key metrics change Track everything that matters Capture any and every PortCo metric Track Actuals as well as Estimates Audit trails to track re-statements and metric history Generate insights, not spreadsheets Standardization across metric names, time periods etc. Create Derived metrics across your Portfolio Benchmark effectively with time-shifts -
43
projection-ai
projection-ai
A service that creates a back-calculated original business plan. Inverse from the goal and KPI arithmetic, you can easily and quickly create a highly capable business plan. Enter the template, ARPA, monthly customer unit price, growth magnification, and start-up year to create a business plan for the rest. Enter the basic information to automatically create a PL page. In projection-ai, you can easily create multiple cases. You can create another case by pressing case creation and entering a set value. In order to achieve target sales, it is important to drop into a specific action plan. With Projection-ai, you can easily simulate the KPIs you need for a year and drop them into the monthly metrics. You can easily use the monthly PL to manage your budget for target sales and target KPI. You can use it as a dashboard by entering the required data. You can manage SaaS KPIs such as cash transitions, runways, MRRs, ARPAs, customer numbers, and LTV/CACs in cases and business years.Starting Price: $70.61 per month -
44
Modeliks
Modeliks
Modeliks is a financial and business planning software for startups and SMEs. It helps the user create an investor ready pitch deck or business plan; build a professional financial model; and report to investors with automated dashboards. Anyone can do it! No business planning experience required. Let Modeliks guide you through the process. Modeliks provides an intuitive interface for creating investor-ready Pitch Decks , bank-approved Business plans , Driver-Based Financial plans , and powerful Financial Reporting Tools . The Financial Forecast you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan. Modeliks guides you - no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts to monitor & track your actual business performance vs plan and previous periods. Additionally, you can create customizable Dashboards and one-click Management Reports to share.Starting Price: $19 per month -
45
LiveFlow
LiveFlow
Say goodbye to downloading the same reports every month. Now you can set up your reports once, and we’ll ensure they are always up-to-date. Simply swap the company on your template and build the same report for another client in seconds. Set up live reports and automatically have them refreshed without you doing a thing. Discover underlying variances and drill into your transactions directly in your Google Sheet. With LiveFlow, you can feed live data into your financial models. Import your data and write any formula on top of it. You can connect unlimited QuickBooks companies to LiveFlow. -
46
Reach Reporting
Reach Reporting
Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.Starting Price: $149 per month -
47
FairPlanner
Fairmas
FairPlanner - Your forecast and budget planning software A hotel-specific 360° Financial Planning & Analysis software to efficiently plan your revenue, costs & profits for all areas of your hotel profit and loss statement. Automatic planning function via drivers & comparison function of alternative planning scenarios are available. All financial indicators can easily be consolidated at the touch of a button. Automatically combine planning figures with actual values from your accounting system and pre-booking status from your PMS. This flexible management reporting provides a comprehensive 360° view of your business. You can also plan all relevant costs & salary per employee and per department that result in precise analyses for all management levels. Furthermore, perform operational consolidation & portfolio performance analysis for all your hotels. -
48
Markitsoft Control Panel
Markitsoft
The key to our business intelligence software is its simplicity. By using Microsoft Excel, it employs an instantly familiar and intuitive user interface, which combines a clearly designed digital dashboard with distinctive income, balance sheet, and cash-flow statements to provide a comprehensive management reporting system. It allows managers to measure their monthly performance against budget, forecast, and prior periods and quickly ascertain where corrective action is needed. Key performance indicators on the digital dashboard are flagged with a red, amber, and green "traffic light" system to help managers envision the financial performance of their enterprises. By leveraging the power of Excel and capitalizing on your existing knowledge and investment in spreadsheets, our business intelligence software is an extremely cost-effective and easy deploy performance management system.Starting Price: $30 one-time payment -
49
Jet Reports
insightsoftware
Jet Reports: Advanced financial and business reporting solution inside of Excel and on the web. Build, analyze, and distribute reports, all within Excel, in minutes. Built for Microsoft Dynamics NAV, GP, and 365 Business Central. Create custom reports from your ERP and export to Excel with a simple drag-and-drop interface. No IT or consultants needed. Click on any number and instantly get all the underlying data so you always have the answers at your fingertips. Pull real-time data from your ERP into your spreadsheets without having to download a new CSV every time. Easily export data from your ERP into Excel with one 1-click. No more manual downloads or CSVs. -
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Planwhiz
Planwhiz
Planwhiz empowers finance to unite other departments around common goals and easily perform variances analysis to identify opportunities for growth. Planwhiz provides a single source of truth by connecting to accounting, HR, and spreadsheets and provides detailed information on the source of each budgeting item. Planwhiz brings everyone on the same page. Streamline your planning process to drive results with Planwhiz. Rapidly adapt to changing conditions with flexible financial planning that is easy to use, accurate, and collaborative. With pre-built reports such as P&L, Cashflow statements, SaaS metrics, headcount insights, and more, Planwhiz provides real-time insights and analysis for every scenario. Eliminate tedium and liberate your productivity by automating clerical report-making tasks. Get your reports as and when you need them, with performance being able to be shared both internally and externally.