Best Financial Analytics Software with a Free Trial of 2024

Deriscope is a financial derivatives analytics suite that can be fully integrated with Excel. It is used in all asset classes by financial institutions traders, risk managers, consultants and academics to: 1) build yield curves and volatility surfaces out of market quotes 2) calculate fair prices, rates, spreads and risk metrics like DV01 of several diverse types of instruments such as interest rate swaps, cross currency swaps, swaptions, caps/floors, exotic options, bonds, inflation-linked products etc 3) displaying past and projected cash flow details 3) process quickly portfolios consisting consisting of several thousands of traders Due to the sensitive character of its application domain, Deriscope is fully installed on premises so that its analytics have no exposure to the cloud. It can be used in Excel without prior training thanks to its intuitive wizard that provides user guidance along each step of the process. It can be also used in an Excel-free environment with direct interfaces to the client's other IT systems.

Build accurate planning models faster, reduce errors, and drive better decision-making. Your business is dynamic. Therefore, your forecasting and planning environment should reflect that. Workday Adaptive Planning's modeling and forecasting capabilities are world-class. You can harness world-class modeling to stay ahead of the curve in finance, sales, workforce planning, or any other area. With built-in collaboration, plan as a team. Be flexible and adapt quickly. Interactive dashboards, data visualizations and charts make it easy to improve business performance. All of your sales, financial, and management reporting software is available in the cloud. Microsoft Office Suite and OfficeConnect allow you to create stunning, immediately updated management reports. Connect to ERP, HCM and CRM for accurate and fast business planning.

Endless financial reporting happiness Save time with Joiin: Spend less time finding data and churning through spreadsheets every month. A super-easy app: Connect within minutes and see data whether at your desk or on the go. Highly flexible features: Create an accurate picture of inter-company finances with powerful features. Safe and secure: Keep your data protected with our robust end-to-end security & multi-factor authentication. Competitive & simple: Achieve automated consolidation and customisation without breaking the bank. Makes life easier: Create beautiful reports and presentations & collaborate more effectively along the way. With our dedicated support team on hand to ensure an easy transition, you'll be up and running in no time. Our comprehensive support package includes on-boarding, one-to-one technical support and a dedicated help centre. Simple, affordable pricing means that all features are included in all plans, while built-in end-to-end security gives you peace of mind to work safely and securely. Start your 14 day free trial. All of our features. No credit card required. Joiin is used by businesses, finance teams, accountants and advisors. Joiin is a B Corp Certified company.

A complete set of financial analysis tools and strategic planning tools that will help you chart a clear path to success. A single source of truth about your company is essential to the development of best strategies. You're not seeing the whole picture if you manually switch between platforms to obtain financial data for your strategy. Maus is a comprehensive suite of financial analysis and business planning tools that helps you see the whole picture. You can create strategies that focus on specific data and provide actionable insights by working with one source of truth in your business data. A unified vision for your company will guide future initiatives to success. You will need to create detailed plans that cover the next five years of your business, and show how you can grow. Maus allows you to create business plans, run business analysis to identify areas for growth, and connect with people that can help you go in exciting new directions.

Koyfin is a global market analytics platform for researching and understanding markets. From bottom-up fundamentals to top-down macro analysis, our platform, powered by Capital IQ, is trusted by more than 300,000 investors. We offer global coverage of equities, analyst estimates, transcripts, filings, screeners, financials, charting, macro and custom dashboards.

Use the most accurate calculation engine to build plans and relationships. To grow their practice, join other financial planners and independent advisors who use the most robust wealth management calculation engines. Moneytree offers professional planning solutions, from the big picture to the in-depth. With clear results and quick data entry, planning is easy. Quickly answer clients' "What-Ifs" to show them instant, side-by sides comparisons. Involve clients in the planning process by working together to create plans. With detailed data and analysis, you can meet all of your clients' planning requirements. You can capture details about your clients' lives and make future changes. The planning approach that best suits your client's needs is the one you choose. Moneytree Elite's in depth planning analyzes and captures the financial situation of your clients and shows the impact of important financial decisions on their future.

All-in-one reporting and analysis, forecasting, and forecasting. Fathom is a business management tool that combines intuitive reporting, cash flow forecasting, and financial insight into one simple solution. Get a detailed analysis of your numbers to get a better understanding of your business performance. You can create custom management reports and share your business results in a clear and compelling way. You can create management reports for print and web in minutes. In one editor, you can combine text, charts, tables, and financial statements. Automate your reporting. You can schedule the delivery of timely reports.

You can make your management reports more efficient and produce professional-looking, more accurate insights. Good decision-making starts with accurate information that is easily understood and readable. Calxa is compatible with most accounting systems, including MYOB AccountRight and MYOB Essentials. Follow these simple steps to link once, then schedule updates monthly or weekly depending on your needs. You can import existing budgets from your accounting software or import them from a spreadsheet. Start from scratch? Use the Budget Factory Wizard to create an initial draft, then use the sophisticated Budget Builder for fine-tuning and managing in detail. To get the best of the most popular reports, you can start with a pre-built Report Bundle Kit. You can schedule delivery at the time and frequency you prefer using a workflow. Select your reports from the library and batch them to automate their delivery.

Delfos is a financial modelling solution for startups and medium-sized businesses. Delfos allows you to automatically forecast your company's finances and predict potential cash shortages or funding requirements months in advance. Our solution is distinguished by the following features: It is not necessary to have any accounting or finance expertise. There is not much documentation to be read. There are no complicated user interfaces to learn. Clear and precise results. Delfos is a financial modeling tool. It has the following features: Accounting on a basis Unlimited number of models 36-month detail Forecasting sales and revenue Forecasting direct costs Personnel forecasting Forecasting expenses Fixed assets Investment and financing

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

Qvinci is a leader in financial reporting technology. Our patented software is compatible with Excel®, Xero®, MYOB(), Excel®, and QuickBooks®. It provides insightful reporting and game-changing analytics. It is easy to set up. The impact is immediate. Qvinci was founded with a simple idea. It provides multi-unit markets, accounting, franchising, and multi-unit markets with cost effective ERP-like solutions that provide financial data consolidation, automated reports, workflow management, advanced business intelligence, and financial data management through the cloud. Qvinci's market-leading solutions today empower users with actionable information that leads to greater operational efficiencies, deeper financial insight, and greater profits. Qvinci's capabilities integrate with QuickBooks, Xero and MYOB to provide users with the most accurate and up-to-date financial data.

Financial discussions don't need to be complicated. The tech solutions that power them don't have to be difficult. eMoney is committed to providing innovative, planning-led solutions that will power your business. Our comprehensive financial planning platform was built to fit your business and can scale to meet your growing needs. Our integrated solutions are designed to meet the changing needs of your clients, whether you're an independent financial advisor or a large enterprise financial manager.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

Fluxo is the future in finance. Fluxo integrates automated financial planning with your business data. While spreadsheets can be a pain, other options are too slow and rigid. Fluxo offers a flexible modeling interface that integrates with your data. It also allows you to create reports quickly and easily. Fluxo allows your team to work quickly, saving time and improving collaboration. Sync your plans with operational and financial data. To build your financial plans, use our model builder. Real-time collaboration and shared reports will keep your company on the same page. You can work together as a team and not have to send files back-and-forth. Create beautiful reports that you can share with your board, investors, and team. One financial plan can include unlimited scenarios that have different future assumptions. Start with an existing scenario and only change the assumptions that you like.

Manage your clients' finances and impact their bottom line with a simple interface. IndustriusCFO can provide you with financial comparisons of your clients to their peers and steps to improve on weaknesses. IndustriusCFO will show you how to make more money and save money by showing you the key financial ratios in your industry. It also provides a personalized roadmap of business improvement and growth. You can get an inside look at any sector to see how well it is performing, and whether or not that industry is worth your time or money. IndustriusCFO's database includes over 2,500 industries, and more than 1 million private companies. It is easy to find the information that you need. IndustriusCFO provides a wide variety of business analytics, reports, key performance indicators and practical recommendations. It also offers industry peer benchmarking. View financials for your peers or competitors, including charts, ratios and median statistics.

Predictive analytics can be used to drive business value. Improve processes and make informed decisions. Create predictive models for faster and more accurate forecasting and anomaly detection. TIM InstantML is a hyperautomated, augmented solution for machine learning for time series data to improve forecasting, anomaly detecting, and classification. TIM helps you discover the value of your data, and enables you leverage the power of prediction analytics. Automatic feature engineering of high quality while simultaneously adapting model structure and parameters. TIM offers flexible deployment options. Easy integration with your favorite platforms. TIM offers a variety of interfaces. TIM Studio offers a streamlined graphical user interface. With powerful, automated predictive analytics, you can become truly data-driven. Discover the predictive value of your data faster and more easily.

A service that creates an original business plan calculated in reverse. You can quickly and easily create a business plan by reversing the KPI and goal arithmetic. Enter the template, ARPA monthly customer unit price and growth magnification to create the rest of the business plan. Enter the basic data to create a PL automatically. You can create multiple cases in projection-ai. By pressing case creation, you can create a new case. To achieve your sales target, it's important to create a specific plan. You can easily simulate your KPIs for a whole year with Projection-ai and drop them in the monthly metrics. The monthly PL can be used to manage your budget and set targets for sales and KPIs. Entering the required data allows you to use it as a dashboard. You can manage SaaS KPIs like cash transitions and runways.

PathQuest®, BI is a business intelligence software for financial management that ensures a smooth onboarding and allows quick integration to QuickBooks, Xero Sage Intacct and MyOb. It helps you to build visually compelling stories to uncover unique insights about financial efficiency, operational KPIs and sustainability, and improvement opportunities. Our custom report builder allows you to automate financial reporting. Create custom reports based on class, location, industry, group, and grouping for better decision-making.

We offer comprehensive solutions that help you identify, evaluate, and manage financial risks. Our financial risk solutions give you intelligent and actionable insight, giving you a competitive edge in financial risk management. We are able to map both medium- to long-term and short-term risks, unlike other providers. You can predict financial risks accurately before they turn into financial losses. We use cutting-edge machine learning techniques on new, alternative data to deliver unprecedented accuracy to our clients. You can rely on our financial risk management solutions, now and in the future. We've written a guide to credit scoring for companies. We reveal how credit scores work and how they're used to make financial risk decisions. Each credit reference agency is different. It is therefore helpful to dig a little deeper into the way company credit scores are compiled and presented.

Improve your financial management and operational efficiency. Our users report saving up to 40 hours per month. G-Accon's cutting-edge features can save you thousands of dollars. You can easily import data from Xero and QuickBooks into Google spreadsheets. Make changes and then sync the spreadsheets back. Eliminate manual data entry and ensure your records are always current. Take advantage of the power of live data analytics for finance professionals. G-Accon’s cutting-edge analytics tools help CFOs and Accountants make better decisions faster. Let G-Accon do the heavy lifting. Our suite of automation software is designed specifically for finance professionals to reduce repetitive tasks and manual tasks. CSV files are no longer a problem. G-Accon allows users to create, edit, or delete financial records from Google Sheets.

Adaptive collaboration is key to success in a world of constant change. You can mobilize complex scenario planning down to the smallest detail, forecast the largest picture intelligently, and empower teams to take faster decisions. You can access real-time information and insights from the outermost corners of your company. Use the same, up-to-date, accurate information to collaborate. Everyone follows the same playbook. Everyone is on the same page. Everyone operates from the same source of truth. To fuel your rolling forecasts, you can model broad and varied scenarios. Your plans for tomorrow will be updated automatically with current information, so that it is always up-to-date. It all happens in real-time. It takes minutes, not days, or even weeks. In minutes. You can make everything happen in minutes. Synchronize performance and planning across your enterprise, starting at the top with your C-suite and ending at your most remote hub. Reinvent workflows. Reduce latency. Rapidly transform challenges into opportunities

Most hospitals use hundreds of software products. They want simplicity and not complexity. They want a platform and not a product. Strata is not a product. We are a platform of software solutions and services for financial planning, analysis, and performance. The new Strata has a combined network that includes 400+ health systems, 2,000+ hospitals, and the highest service levels in this industry for more than a decade. This unique combination of software and services will help healthcare providers analyze, plan, and perform better to support reducing costs and caring for their communities. We are here to help.