Financial Planning & Analysis
Financial modeling and forecasting software for startups to build investor-ready projections, model runway, and run scenario analysis.
Custom quote20% off + more
1-50
Financial Planning & Analysis
4 deals
FP&A platforms that provide budgeting, forecasting, scenario modeling, and financial consolidation for strategic planning.
Financial Planning & Analysis
Equity management platform for cap tables, stock options/ESOPs, 409A valuations, fundraising modeling, and financial reporting from seed to IPO.
Tiered plans · Free plan20% off + more
1-50
Financial Planning & Analysis
Financial modeling and planning tool for startups with automated projections, scenario analysis, and investor-ready reports.
$50/mo50% off + more
20191-50Austin, TX
Financial Planning & Analysis
AI-powered finance platform for controllers and FP&A teams automating close and reporting.
Usage-based · Free plan1 month free
202311-50San Francisco, CA
Financial Planning & Analysis
Small business 401(k) platform with low fees, automated compliance, and financial advisor services.
Starts at USD 49/month
2015501-1,000San Mateo, CA
Financial Planning & Analysis
Financial reporting automation platform that connects QuickBooks and Xero to Google Sheets with live syncing and templates.
$100/mo
202011-50London, UK
AI Financial Advisors
Retirement income planning platform for advisors modeling distribution strategies and tax efficiency.
Tiered plans · Free trial
20171-10San Diego, CA
Financial Planning & Analysis
Financial planning platform for wealth advisors with cash flow modeling, client portal, and planning analytics for comprehensive advice.
Custom quote · Free trial
2000501-1,000Radnor, PA
Financial Planning & Analysis
Pigment provides a modern business planning platform for finance, revenue, and workforce planning with real-time collaboration and modeling.
Custom quote
2019201-500Paris, France
Financial Planning & Analysis
Cloud budgeting and reporting solution for mid-sized organizations with driver-based planning and consolidation features.
Custom quote
199851-200Johannesburg, South Africa
L
Financial Planning & Analysis
Cloud planning platform for mid-market companies with budgeting, forecasting, and consolidation beyond spreadsheet limitations.
Flat rate
201251-200Denver, CO
Financial Planning & Analysis
Financial modeling and revenue planning tool for startups and RevOps teams.
Free trial
20201-50San Francisco, CA
Financial Planning & Analysis
Corporate performance management platform using AI for automated consolidation, reporting, and FP&A.
Custom quote
1987501-1,000Mississauga, Canada
Finance & Accounting
Budget management software that makes the budget process easy for non-financial managers while maintaining control for finance.
Custom quote
200111-50New Haven, CT
Data Modeling Tools
Mosaic provides a strategic finance platform with real-time financial models, automated reporting, and scenario planning for finance teams.
$1,000-3,000+ / month
201951-200San Francisco, California
Financial Planning & Analysis
Modern estate planning software for financial advisors.
Per seat
201951-200San Francisco, CA
Document Intelligence
AI platform for alternative investments automating data collection and document processing.
Custom enterprise pricing
201751-200New York, NY
Financial Planning & Analysis
Comprehensive financial aid management system for higher education processing federal, state, and institutional aid for students.
Custom quote
1983201-500Maitland, FL
Financial Planning & Analysis
Unified CPM platform for financial consolidation, planning, and analytics used by large industrial firms.
Custom quote
2010201-1,000Birmingham, Michigan, USA
Financial Planning & Analysis
On-demand pay and financial wellness platform giving hourly workers access to earned wages, budgeting, and savings tools.
Free · Free plan
2014201-500Oakland, CA
Financial Planning & Analysis
Retirement income planning and Social Security optimization software for advisors.
Custom quote
201311-50New York, NY
Financial Planning & Analysis
Cash flow forecasting and financial planning tool for small businesses with automated projections from accounting data.
Tiered plans · Free plan
20181-50Austin, TX
Financial Planning & Analysis
Financial aid management software providing automated packaging, compliance monitoring, and student communication for higher education.
Custom quote
200151-200Frederick, MD
Financial Planning & Analysis
German cash-flow forecasting and liquidity planning SaaS for SMBs.
Free plan
201611-50Frankfurt, Germany
Financial Planning & Analysis
Complete planning platform native to Microsoft 365 with Excel front-end and centralized database.
Free trial
2011501-1,000Toronto, Canada
AI Financial Advisors
Social Security claiming and retirement income planning platform for financial advisors.
Tiered plans · Free trial
201211-50Leawood, KS
Financial Planning & Analysis
Japanese corporate planning cloud connecting Excel-based finance teams.
Custom quote · Free trial
201951-200Tokyo, Japan
Financial Planning & Analysis
Tax planning software for financial advisors automating tax return analysis and client-ready reports.
Tiered plans · Free trial
201911-50St. Cloud, MN
Financial Planning & Analysis
Financial planning platform for early-stage startups with automated forecasting and investor reporting capabilities.
Custom quote
202111-50San Francisco, CA
Financial Planning & Analysis
Visual financial planning platform that maps client financial data for advisor meetings.
Tiered plans · Free trial
2013Solo / freelancerPhiladelphia, PA
Financial Planning & Analysis
Financial planning tool built for startups providing automated cash flow forecasting, hiring plans, and fundraising models.
Tiered plans · Free plan
20191-50San Francisco, CA
Financial Planning & Analysis
Real-time financial data hub platform for enterprise data consolidation and reporting.
Enterprise
201811-50Sydney, Australia
Financial Planning & Analysis
Business intelligence and financial planning platform for mid-market companies with interactive dashboards and budgeting tools.
Custom quote
2001201-500Sydney, Australia
Financial Planning & Analysis
Bloomberg's large language model trained on financial data for finance-specific NLP tasks.
Internal
20231,000+New York, NY
Financial Planning & Analysis
Capital planning and management platform that automates the capital expenditure lifecycle from budgeting through post-completion.
Custom quote
2005201-1,000Stamford, CT
Financial Planning & Analysis
Australian accounting analytics platform offering reporting and forecasts for accountants globally.
Tiered plans · Free trial
201051-200Brisbane, Australia
Financial Planning & Analysis
Cloud planning, budgeting, and forecasting solution for mid-market companies with driver-based models and consolidated reporting.
Tiered plans
200151-200Natick, MA
C
Financial Planning & Analysis
AI-powered cash flow management tool for small businesses automating financial planning and forecasting.
Tiered plans · Free plan
20211-10San Francisco, CA
Financial Planning & Analysis
Automated scholarship matching and application platform helping students find and apply to relevant scholarship opportunities.
Free plan
201551-200Miami, FL
Financial Planning & Analysis
AI-powered financial planning tool for small businesses that automatically generates financial projections from accounting data.
Custom quote
202011-50San Francisco, CA
Tax Compliance
Financial planning software for advisors with tax planning and client portal.
Per seat · Free trial
201551-200Shelton, CT
Financial Planning & Analysis
Microsoft-aligned planning platform for budgeting, forecasting, and reporting integrated with Power BI and Azure.
Custom quote · Free trial
201051-200Seattle, WA
Financial Planning & Analysis
Japanese management accounting and budgeting cloud for mid-size companies.
Free trial
201511-50Tokyo, Japan
Financial Planning & Analysis
Profitability analytics and corporate planning for enterprises.
Tiered plans · Free plan
1998201-1,000Stavanger, NOR
Financial Planning & Analysis
FP&A platform built on IBM TM1 providing intuitive planning interfaces with Excel-like flexibility and enterprise-grade power.
Custom quote · Free trial
201711-50Zurich, Switzerland
Financial Planning & Analysis
Planning and analytics platform for Microsoft Power BI enabling writeback, budgeting, and financial consolidation.
Custom quote
201611-50Zurich, Switzerland
AI Financial Advisors
AI-powered personal financial advice platform for households.
Under $50/month
202311-50Remote
Financial Planning & Analysis
Modern financial modeling and planning for startups.
Custom quote
202011-50New York, NY
Workflow Automation
Centime provides cash flow management combining AP/AR automation, cash forecasting, and banking tools for small and mid-size businesses.
Usage-based
202011-50Atlanta, Georgia
Financial Planning & Analysis
AI-powered debt recovery and collections platform using conversational AI to resolve consumer debts.
Custom quote
201751-200San Francisco, CA
Financial Planning & Analysis
Next-generation FP&A platform combining spreadsheet-like flexibility with database structure for financial modeling and planning.
Custom quote
202111-50San Francisco, CA
F
Financial Planning & Analysis
AI-first FP&A platform for mid-market companies automating financial consolidation, reporting, and planning.
Custom quote
202211-50San Francisco, CA
Financial Planning & Analysis
Japanese FP&A cloud for budgeting forecasting and management reporting.
Custom quote
2018201-1,000Tokyo, Japan
AI Financial Advisors
AI-driven financial planning platform analyzing legal, tax, and insurance documents for advisors.
Tiered plans
2019Solo / freelancerNew York, NY
P
Financial Planning & Analysis
AI financial analyst platform that automates variance analysis, reporting, and forecasting for finance teams.
Custom quote
202311-50San Francisco, CA
Financial Planning & Analysis
Tax planning software for CPAs and advisors.
Tiered plans
2018Solo / freelancerDallas, TX
Finance & Accounting
FP&A planning platform for mid market.
Tiered plans · Free plan
20191-10Vancouver, BC
Financial Planning & Analysis
German corporate planning analytics platform for strategic finance teams.
Custom quote · Free trial
201451-200Berlin, Germany
Financial Planning & Analysis
AI-powered FP&A assistant that connects to financial systems and answers natural language questions about business performance.
Tiered plans
202211-50San Francisco, CA
Financial Planning & Analysis
National association providing financial aid training, compliance resources, and advocacy for college and university financial aid professionals.
Membership-based pricing
196651-200Washington, DC