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85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

projection-ai logo
The FastestFinancial Plan Builder Write a Review
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What is projection-ai and how does it work?

After user input their company information and select the business model, enter ARPA (Average Revenue Per Account), Growth multiple, and the Business start date into the system. Press "Create plan" and the P&L page will be generated automatically. However, User will be able to edit certain items to fit the model to needs. User can also create additional cases easily (base case, best case, worst case). It is always beneficial to think through different scenarios so user are prepared in advance. In order to achieve target ARR, need to be aware of Key Performance Indicators (KPIs), such as leads, opportunities, paying customers, and churn rate. projection-ai calculates these KPIs for on an annual and monthly basis.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 91%
  • Reviews 60%
  • Momentum 62%
  • Popularity 67%

projection-ai Pricing

  • Free Trial Available
  • Starts at $84.0. Offers Free-forever plan.

75% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

FINUX logo
The co pilot for your finances 5 Based on 2 Ratings
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What is FINUX and how does it work?

FINUX answers important questions about the financial situation of your company. Focus on your core business again, not your finances. They use ISO-27001 certified data centers in Germany. This includes protection against cyberattacks and the physical security of the rooms. The data traffic is encrypted and authenticated with TLS 1.3, X25519, and AES 128 GCM. Your data is literally as secure as a bank. Fino has been a reliable and secure partner for banks and companies for several years.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 73%
  • Reviews 60%
  • Momentum 60%
  • Popularity 69%

FINUX Pricing

  • Free Trial Available

88% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

kopilot logo
Financial management made easier for you 4.6 Based on 5 Ratings
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What is kopilot and how does it work?

kopilot software platform is a financial management tool for businesses to plan and anticipate sales in an easy and effective manner to not only reduce the workload but also increase the overall efficiency of your organization. The program offers features for managing, spending, and tracking revenue recurring in order to improve corporate planning. To pre-finance your business, you can create customisable invoices and track critical cash-flow parameters using the kopilot platform. You can create reports to automate workflows and the platform works well with Harvest, Quickbooks, and other programs. It enables you to do budgeting and forecasting in order to increase your revenues at scale. Kopilot facilitates cash management along with KPI monitoring and predictive analysis to always keep you ahead of your competitors. Users get a customisable dashboard to monitor and track all of their data, key performance indicators, and analytics from a single place. You also get features for performance metrics with the kopilot platform to help you plan efficiently for the future. Additionally, the platform offers profit and loss statements along with modelling and simulation.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 90%
  • Reviews 76%
  • Momentum 61%
  • Popularity 69%

kopilot Pricing

  • Free Trial Available
  • Starts at $82.5.

90% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Joiin Reporting logo
Financial report generation made effortless 5 Based on 5 Ratings
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What is Joiin Reporting and how does it work?

Joiin Reporting is an integrated solution that consolidates financial, sales, and KPI reporting effortlessly. It works with multiple currencies and enables users to collate data acquired from QuickBooks, Xero and Sage accounts in an efficient manner. This one-stop platform helps users create appealing and informative spreadsheets in no time that work well across all devices. Major features offered by this platform combine powerful reporting with a seamless user interface to satisfy customers’ needs. Moreover, Joiin reporting is capable of consolidating key financial reports besides providing a variety of pre-designed templates and layouts- all of which are easily customisable. Its flexible services include multi-currency reporting, budgeting and forecasting along with inter-company management and collaboration, making it stand out from the rest. Overall, Joiin Reporting’s interface is fluid and simple, making it a dependable software for top-notch brands like Coinsquare, easyGym, Elcom and Atlantis healthcare, among others. Data stored within the same are absolutely secure, protected by world-class privacy protocols.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 91%
  • Reviews 74%
  • Momentum 63%
  • Popularity 76%

Joiin Reporting Pricing

  • Free Trial Available
  • Joiin Reporting Offers Custom plan.

80% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

idaciti logo
A Visualization and Analysis Platform To Gain Insights Into Financial Data 4.7 Based on 3 Ratings
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What is idaciti and how does it work?

Idaciti offers a SaaS Platform to access and analyze data in seconds. The solution provides the data needed and then makes it possible to visualize the information to build clear and compelling reports. Users can access normalized, traceable data reported in earnings releases, quarterly, and annual filings in real-time and also get instant updates when something changes. It allows users to view and benchmark financial data from the US and global markets, no matter the accounting standard. Users can enjoy one-click tracebacks to trace every data point back to the location in the original filing. Businesses can easily visualize data with a rich set of charts that provide financial analysis and generate comprehensive reports in seconds. It provides advanced analytics features like graphs, GAAP to Non-GAAP reconciliation, segment reports, and timeline view to see corporate events and more. Users can set up custom peer groups and financial templates to benchmark the data the way they want.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 77%
  • Reviews 72%
  • Momentum 60%
  • Popularity 71%

idaciti Pricing

  • Free Trial Not Available
  • idaciti Offers Custom plan.

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

T-Recs logo
Quickly and painlessly prepare reliable financial statements 4 Based on 2 Ratings
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What is T-Recs and how does it work?

T-Recs by Trintech, users can automate and standardize all these steps and create a strong framework for account reconciliation, risk management, and compliance. Tighten your financial controls. Adapt the workflows. And bring the power of automation to this important part of the financial close. All with T-Recs. It helps to avoid potential slowdowns caused by matching large volumes of accounts by using pre-defined rules to match and clear common daily transactions coming from the credit cards, gift cards, and cash accounts.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 90%
  • Reviews 78%
  • Momentum 60%
  • Popularity 63%

T-Recs Pricing

  • Free Trial Not Available
  • T-Recs Offers Custom plan.

85% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

Sheshi FR logo
Customize Financial Reports Your Way Write a Review
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What is Sheshi FR and how does it work?

Uncover the strength of customization with Sheshi FR. Create and generate financial reports precisely tailored to your needs. All set to print and sign, directly from our application. Delve deep into the intricacies of your financial reports. Add disclosures, provide explanations and tailor each financial note with Sheshi FR.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 88%
  • Reviews 60%
  • Momentum 67%
  • Popularity 74%

Sheshi FR Pricing

  • Free Trial Not Available
  • Sheshi FR Offers Custom plan.

87% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

AllInvestView logo
All your Investments, in one View Write a Review
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What is AllInvestView and how does it work?

In today's fast-paced world, managing multiple investments can be a daunting task. But fear not, because AllInvestView is here to simplify their life and revolutionize the way they track and manage their investments. Say goodbye to the days of switching between countless apps or spending endless hours on Excel spreadsheets. With AllInvestView, all their investments are consolidated into one user-friendly dashboard, allowing they to save precious time and focus on what truly matters growing their wealth. Whether they're tracking stocks, cryptocurrencies, ETFs, funds, bonds, or fixed income securities, AllInvestView has they covered. This bond pricing module provides accurate and up-to-date information, ensuring that they have everything they need to make informed investment decisions. Privacy is paramount, and with AllInvestView, they can rest assured that their data is safe and secure. We never compromise on privacy and would never sell their data to any third parties. But that's not all. AllInvestView also offers personalized insights that unveil their investment performance, diversification, and so much more. Dive deep into dividend yield analytics, understand yield on cost, and effortlessly monitor upcoming and past dividends from their stock holdings. Stay ahead of the game with AllInvestView, and take control of their investment returns like never before. Proactive dividend investing management has never been easier. So why wait? Simplify their life and supercharge their investments with AllInvestView today.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 96%
  • Reviews 60%
  • Momentum 60%
  • Popularity 66%

AllInvestView Pricing

  • Free Trial Available
  • AllInvestView Offers Free-forever plan.

78% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

MoneyGuidePro logo
Financial Planning Software 4.3 Based on 17 Ratings
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What is MoneyGuidePro and how does it work?

MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 80%
  • Reviews 60%
  • Momentum 60%
  • Popularity 68%

MoneyGuidePro Pricing

  • Free Trial Not Available
  • MoneyGuidePro Offers Custom plan.

83% SW Score The SW Score ranks the products within a particular category on a variety of parameters, to provide a definite ranking system. Read more

TagniFi logo
Financial data for the middle market Write a Review
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What is TagniFi and how does it work?

Tagnifi is a cost-effective financial analysis software that helps emerging firms win through better data. Features like divisional analysis help to track and monitor the performance of your business unit; cash flow forecasting helps to measure the financial position of an entity in the future using cash in and cash out of a business. The platform also lets you have market analysis and industry analysis for your business. Tagnifi has data for every type of market like for advisors, corporates, investors, and non-profits. TagfiFi also has a TagniFi Console as a search engine for modern capital markets that enables you to access market intelligence quickly, delivering clients with an information advantage in their market. You can search and analyze private and public companies, M&A transactions, private equity investors, financial and legal advisors, people, and economic and industry data. The add-in excel feature connects your excel models to 2 billion financial data points on the platform. You can easily run public comps, transaction comps, interest rates, closed-end fund discounts, and more.

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SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

  • Features 82%
  • Reviews 60%
  • Momentum 62%
  • Popularity 76%

TagniFi Pricing

  • Free Trial Not Available
  • Starts at $249.0. Offers Free-forever and Custom plan.

List of Top Financial Analysis Software

PRODUCT NAME SW SCORE AGGREGATED RATINGS
projection-ai projection-ai 85 0
FINUX FINUX 75 5
kopilot kopilot 88 4.6
Joiin Reporting Joiin Reporting 90 5
idaciti idaciti 80 4.7
T-Recs T-Recs 87 4
Sheshi FR Sheshi FR 85 0
AllInvestView AllInvestView 87 0
MoneyGuidePro MoneyGuidePro 78 4.3
TagniFi TagniFi 83 0

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