Best Financial Analytics Software for Small Business

SmartModels™, a state of the art financial analytic suite, solves complex financial and business workflow issues common in corporate finance and public finance. SmartModels™, a Microsoft®, Excel®, add-in that uses Microsoft®,.NET, and Microsoft®, Visual Studio Tools for Office technology. Exposure Management LLC offers a highly secure, encrypted extranet to SmartModels™. Logging in allows businesses to track software usage and perform administrative tasks like adding clients, updating passwords, and accessing software license information. Intuitive analytics has worked with state and local agencies, municipalities, transportation authorities and other for-profit organizations on a variety projects that involved cash flow analysis, software development and financial consulting. SmartModels™, a state of the art financial analytic suite, solves many complex financial and business workflow issues.

Business Intelligence Software makes complex reporting easy. Any ERP, any data point and any report. No IT.

ResolutionPro is an Excel financial analytics library that can be used for risk and MTM calculations. Free trial available. Calculate the risk characteristics and valuations for all commonly traded financial instruments, including interest rate swap pricing - Zero curve construction & swap value. Options, currency options and equity options. Bond Pricing - Government and corporate bonds, as well as FRNs. IRO Pricing, Interest rate options. Swaptions, Caps and Floors. Exotic Options, Exotic option pricing. Utilities, accrual, data calculation, Probability & Statistic, Rates & Discount factors, and Statistics & Probability. Easy and quick derivative pricing. Independent valuation of trades and risk management. Incorporate derivative models into your existing systems. Use Resolution's built in Sensitivity Tool to easily run complex scenario analysis. A wide range of instruments can be used to apply industry-standard pricing methods.

ProfitBoard by SlickAccount is a powerful, modern, and simple financial analytics, cash flow, and profitability suite for entrepreneurs. You can quickly and easily analyze everything about your business. Marketing channel performance, ads performance and project-wise profit everything. You can do everything easily, from simple income expense category-wise budgeting to more complex budgets like travel expenses for sales staff.

Investment Metrics is a leading global provider of portfolio analytics, data, and reporting that assists advisors and institutional investors in achieving better financial outcomes, growing assets, and retaining clients with clear investment insights. Our solutions provide insights across 20K+ institutional assets pools, 28K+ funds and 900K+ portfolios. This represents $14T+ in AUA. We have over 400 clients in 30 countries and offer industry-leading solutions for institutional portfolio analytics and reporting as well as factor and ESG analysis and manager research/competitor analyses. This allows us to provide insight, transparency and competitive advantage to institutional investors and advisors to achieve better financial outcomes.

We combine design thinking with personal finance to show clients their complete financial picture with clarity. Asset-Map, a financial tech startup based in Philadelphia PA, is an award-winning financial tech startup. Asset-Map has over $1.4 trillion in financial instruments. Advisors can use their professional insight to visualize all the household's finances in an Asset-Map report. Interactive Target-Maps allow you to identify the most important financial priorities of a household and track their progress. Intuitively search for and filter entire advisory practices by keeping an eye on households that require attention in a way that is unique. Book a demo today to join the thousands of financial advisors who help their clients make better financial decisions.

Altvia's unmatched expertise and market-leading platform help you seamlessly evolve and manage complexity while your firm grows, funds multiply, and your base of LPs expands. With a secure portal that is backed by data-rich analytics, you can distribute personalized content such as Capital calls, PPMs, and K1s with ease. A modern technology platform's foundation is built around a single source. This single source of truth supports key workflows, contact management and relationship mapping. It also automates key activities (ie email and task assignments). You can now manage your deal flow with new insight. This allows you to prioritize deals based upon source or similarity to top-performing investments. Streamline the reporting process for portfolio companies and the data collection to save time and help you understand portfolio health and value creation.

TagniFi Console provides a powerful and intuitive search engine that allows you to find any of our 3 billion data points in just seconds. TagniFi Excel Add in connects your Excel models with 2 billion financial datapoints on the TagniFi Platform. Automate DCFs and other financial calculations, such as public comps, transactional comps, footnote analyses, interest rates, etc. TagniFi’s advanced financial data technologies offer a cost-effective, all-in one solution that makes business valuation more profitable. TagniFi Console allows you to search for public companies. Enter your valuation date and ticker symbol in Excel to run the guideline public company method. TagniFi Console allows you to search for public and private M&A transactions. Paste the Deal ID in your Excel model to run your transaction comps in seconds. Calculate the forward multiples of your guideline public company method based on your valuation date. Estimates for revenue, EBITDA and EPS are available.

Real-time data. Automated compliance reporting. Great collaboration. You will also find the tools you need for generating new revenue from your advisory services. Silverfin works with financial systems and bookkeeping systems of your clients to provide you with all the data you need, regardless of where it comes from. Our automated compliance accounting workflows will improve your efficiency, accuracy, and profitability. Our powerful analytics and reporting tools provide you with the information and insight that you need to be a trusted advisor for your clients. Four sights are common for connected accountants. Each sight will make your firm, clients and team more connected. More productive. Can develop new services. Increase your competitiveness and generate more revenue. You can look back with confidence. Automate compliance reporting and reporting for all clients. Your team will be freed from the tedious work of number crunching and can spend more time advising clients.

IFRS reporting consists of hundreds of indexes. This data will be entered in a tabular format that is easy to use. This allows for consistency in reporting and allows you to make notes with the software. IFRS reporting does not just include figures but also multiple text notes. We have collected all the information you need for your reporting. Adjustment entries can be made to the finalized report to adjust it. Just like with accounting programs (debit/credit), entries are made intuitively. The software automatically records all international reporting forms. You can now have complete international reporting that conforms to all IFRS requirements. If you fill out statements using the national currency, but would like them to be in another currency (e.g. U.S. Dollars to Euros), all you need to do is enter the exchange rate. The IFRT will then automatically calculate the exchange differences and display them in your statements.

Juris Analyst is a financial analysis system for businesses. It simulates, evaluates and forecasts the financial health of your clients and their ability to repay. Its intelligent financial analysis system analyzes a company's financial situation over the desired time period, past, present, and future. Juris Analyst is a web-based, robust financial analysis tool. You can access a variety of financial analysis reports by entering your financial statements (balance sheet, income statement) into the system. These reports include ratios, cash flow statement and cash conversion cycle. The system was designed so that anyone can use it, regardless of their financial knowledge. It is fully web-based, which allows for easy deployment and low maintenance. The system can be accessed from anywhere in the world.

Small and medium-sized businesses can now access enterprise-class planning and analysis. Create flexible budgets based on drivers, forecast financial performance, analyze results, share information, and collaborate across the company. Connect to any data source, on-premise or cloud. Profit from your existing GL/ERP and CRM investments. Get involved with all stakeholders. Reports, forecasts, and budgets are always up-to-date and accurate thanks to centralized budgets. Planning Maestro provides small businesses with enterprise-level financial planning and analytics. Planning Maestro is optimized for scalable data flows and can easily adapt to your business structure. CEOs and their leaders ask difficult questions every day. Planning Maestro allows finance leaders to respond quickly. Planning Maestro's advanced architecture allows it to adapt to changing business goals and needs.

Goodbye tedious manual tasks. Goodbye manuals and time-consuming tasks. Hello valuable business insights. There's no need to copy and paste numbers from one spreadsheet into another. All data from your ERP, HRIS, CRM, and ERP systems can be connected and reworked in one place. Automate manual tasks and save time for strategic stuff that modern finance teams should focus on. Your day is 40% occupied by back-and-forth emails. This is not what investors or the CEO expect from top tech finance teams. In one platform, collaborate with business partners to analyze numbers. You can create private spaces, define workflows, assign permissions, and exchange ideas at lightning speed. Abacum is more than a number cruncher. It's a strategic powerhouse. Your stakeholder will understand your advice, and Abacum will organize key insights in an easy-to-use interface. Build reports that business partners will actually open and take action on.

In seconds, you can access and analyze the financials of your customers. One-click accounting integrations make it easy to accelerate reporting, decision making, and risk assessment. Strongbox is the link between all your customers' financial information and you. It allows for a single-click experience and instant data and analysis. Finagraph, a US-based company, specializes in real time financial data collection and analysis using popular accounting systems (QuickBooks Xero Sage, Sage, Microsoft Dynamics, etc.) to provide business intelligence solutions for lenders and accountants. Finagraph has been developing innovative financial tools, APIs and turnkey solutions for some of the most prominent financial service providers around the globe for over ten years. Strongbox, CashFlowTool and TaxReader are some of the commercial SaaS solutions. Instantly see your cash flow today, and tomorrow.

Uplinq's machine-learning technology and skilled professionals keep your bookkeeping current and transform your data into actionable information - all at the push of a button. Bookkeeping, taxes, financial management solutions that don't work are a waste of time and money. Enter Uplinq. Uplinq is financial intelligence that goes beyond bookkeeping. This information is updated weekly and tailored to your needs. Our data-focused technology allows for seamless connections to the institutions and tools that you use to manage your business. It shouldn't be so easy to do everything. Our technology automatically categorizes transactions and tracks your business activity. This technology allows us to provide financial analytics on a weekly base without having to answer a constant stream of questions. Many business owners struggle with how to use their financial data. Uplinq addresses this problem head-on. Uplinq will give you a global view of all aspects of your business, updated almost in real-time.

Avanzai allows you to use natural language to produce Python code that is ready for production. This will help you speed up your financial data analysis. Avanzai makes financial data analysis easier for both beginners as well as experts. It uses plain English to provide simple English support. Natural prompts allow you to plot times series data, equity index members, or stock performance data. Use AI to generate code using the relevant Python packages. You can edit the code as needed. Once you are satisfied with the code, copy it into your local environment. Then you can get to work. Use Python packages such as Pandas, Numpy and others to perform quant analysis. You can quickly extract fundamental data and calculate the performance for nearly all US stocks. Accurate and current information will improve your investment decisions. Avanzai allows you to write the same Python code as quants to analyze complex financial data.

Welcome to BeeBee.AI. This AI platform provides concise and valuable financial insight by conducting thorough analyses of public companies. Our current features include analysing earnings call transcripts for S&P 500 companies and other high profile companies, as well providing financial analysis of a single quarter or several consecutive quarters. Users do not have to create their own questions. The system generates questions based on the meeting records and continues to generate more questions as the discussion flows. This allows for a comprehensive understanding the entire meeting record. Users who are engaged in deep thought have the option to compose their questions and insights. They can save and share any valuable insights that they come up with, as these insights represent their intellectual achievement.

The first online financial planner on the market. With our SaaS, you can forget about using Excel for budgets and forecasts, simulate various scenarios, and increase your reliability. Simulate different scenarios to make the best decision for your company. You can generate forecasts to determine your goals and how you want to develop. You can get all the information that you need in a single click, whenever and wherever you need it. Automates financial management through integration with accounting ERPs. Upload your data to our platform, and you will start receiving all the information and reports about your business. The financial report generated by our SaaS will allow you to quickly and efficiently analyze and verify the current state of the company. You can easily and automatically create your ideal budget in just a few simple steps.

Help clients generate more money. Financial analysis reports to improve client relationships This suite of reports lets you choose the automated financial report that is most suitable for your current client or prospective client, and for your consulting engagements. Use industry data to create value for prospective clients. Identify the industries to target. Use easy-to generate reports to increase consulting revenue. Visualize the financial performance of a business over time and identify its strengths and weaknesses. Benchmark companies with the largest database for real-time financial data from private companies. ProfitCents aggregates the financial statements of accounting firms, banks and credit unions using a cooperative data-model. Advisors can use the narrative report to help clients gain a better understanding of their financial situation. The narrative report transforms financial statements into plain language narrative text, which accountants can use to help clients.

Replace spreadsheets that are hard-coded with data feeds from portfolio companies. Use anti-fraud algorithm to identify red flags. DCF analysis can be done instantly using public and private comps. Cash flow forecasts can be created in minutes. Every month, you'll receive a standard financial report. Update your spreadsheets automatically. Ask the right questions and identify issues early. If you are an investor and haven't discovered a financial fraud, it is likely that you haven't yet. Automate the data collection process for accurate, real-time information on your portfolio companies. Financial data in real-time on your current and future investments. Forget about hard-coded Excel sheets and reminder emails sent to your portfolio companies. Streamline the data collection process by integrating live data into your spreadsheets and models.

Pepper helps asset and portfolio managers to maximize ROI, while adhering to all regulations and maintaining security. Pepper is a cloud-native platform that offers powerful CRM and analytics to make your holdings management as efficient as possible. Pepper was built by industry veterans and alternative asset managers to honor the integrity and transparency in the investment management industry. Pepper uses deal data to optimize portfolio investments, simplify investment complexity and make deals more agile. We deliver a higher ROI while reducing risks. Pepper gives alternative asset managers insights into what investors are looking for in terms of information about their portfolios, investments, and returns. Our integrated data platform will help you improve your investor storytelling. Our extensive and proven data management platform provides an efficient way to manage compliance processes.

idaciti revolutionizes your data analysis process. Our platform allows you to quickly turn complex financial and ESG documents in seconds into actionable insights. Let idaciti revolutionize the way you extract vital insights from financial and ESG documents with speed and accuracy. Our market-tested platform converts complex documents into intuitive, clear data. This allows you to make data-driven decision in minutes. Join the future with advanced analytics and reporting, unlocking unimaginable growth potential, cost reduction and operational optimization. Idaciti provides you with the essential Financial and ESG Data sets that you need. From fundamentals and footnotes, to climate, diversity and equity data, and inclusion, idaciti has it all. Our innovative XBRL framework, enhanced by AI, allows your team to select the most valuable data for strategic decisions.

Kognetics is a platform powered by AI that provides real-time analytics for strategy, M&A and investment professionals. Find better deals and close deals faster. Our solution brings a disruptive change to business growth, idea generation, client pursuits, and more. Source better deals and close deals faster. Our solution brings disruptive changes to business development, ideas generation, and client pursuits. Intelligence that is proactive and operative to help you make strategic decisions. Our solution provides real-time insight and decision analytics for your strategy and execution. Create an exclusive deal-sourcing engine that is differentiated. Our solution enhances the value of your portfolio and proprietary deal sourcing. Strategic value creation levers. Benchmarking of competitors and bolt-on options.

Equifax Ignite® for Financial Services allows you to create optimized attributes and scores for more predictive analytics within your specific industry. Create powerful analyses, understand trends within financial services, and discover how well you are performing in certain areas relative to your peer groups.

Data-driven insights into alternative investments, faster, with greater clarity, and at scale. Redefining alternative investing from acquisition to analytics. Accelex enables investors and service providers in alternative assets quickly and easily to acquire, extract and analyze investment data. Accelex automates the accessing of alternative investment portfolios, extracting data, organizing and analyzing it using artificial intelligence and machine-learning. This gives clients a complete picture of their investments, from the portfolio down to the assets. The Accelex platform enables portfolio insights, enabling better investment decisions to be made faster, more accurately and securely. Accelex's cutting edge technology allows investors and services to integrate data from private investment portfolios. Firms can automate accessing, extracting and organizing unstructured transaction and performance data.