Alternatives to Financial Statement Analysis

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

Quick Consols is a financial reporting consolidation software application that is specifically designed for complex companies and groups. Our software automates the consolidation of complex groups with multiple years ends, multiple currencies, and multiple ERP systems using a slice-and-dice approach to reporting. Quick Consols calculates the required reports and numbers accurately and consistently. Single company reporting and group consolidations made easy. Quick Consols also assists with business unit, profit centre and cost centre reporting. This give your time to be analyse data and provide useful insights into the business finances and operations. Our platform is easy to use and set up. The software allows unlimited users and provides unlimited support.

Comparing financial data from year to year can reveal significant trends and underscore the necessity for timely interventions. The analysis of trend ratios is particularly effective when coupled with VentureLine's five-year accounting ratios and a common size analysis approach. By examining different time periods, the strengths or weaknesses in a company’s performance become clear. VentureLine's tools for cross-sectional financial analysis allow for comparisons between industry financial ratios and any specific company, or even between two firms operating within the same sector. Financial analysts frequently recommend the most efficient method of cross-sectional analysis, which involves juxtaposing a company's financial ratios and common size percentages against those of the industry in which it operates. A valuable technique for uncovering potential issues within a business is the preparation and examination of common size financial statements, which present account balances as percentages rather than absolute dollar values. This method facilitates a clearer understanding of relative performance and can help identify areas requiring improvement.

FinAlyzer®, an integrated digital platform for financial consolidation and financial close, analytics, as well as management reporting, acts to facilitate CFO reporting in multientity organizations. It covers integrated group reporting, legal reports, management consolidation, segment-wise profitability reporting, and segment-wise reporting. FinAlyzer converts financial data into actionable insights using decision analytics, KPIs, insights, predictive weathering, benchmarks and more. It is not a code that can be fully configured with the standard accounting taxonomy for IFRS and Ind AS, US GAAPs, IRDAI & MIS. FinAlyzer, a corporate performance management platform, brings together all your financial and operational data seamlessly. This frees up time for report preparation and allows teams to focus on analysis and better decision-making. FinAlyzer is a high-performance BI/CPM solution.

Juris Analyst serves as a comprehensive financial evaluation tool for businesses, effectively simulating, assessing, and predicting clients' fiscal well-being and their capacity for repayment. This sophisticated system meticulously examines a company’s financial status over various timelines—whether historical, current, or projected. Juris Analyst is a user-friendly and powerful web-based financial analysis platform. By simply inputting your financial statements, including balance sheets and income statements, you can generate a diverse range of analytical reports, encompassing ratios, cash flow statements, cash conversion cycles, debt service capabilities, and much more. The interface is intuitively designed to ensure that even users with minimal financial expertise can navigate it effortlessly. Additionally, being entirely web-based facilitates easy access and upkeep, allowing users from anywhere in the world to leverage its capabilities. This flexibility makes Juris Analyst an invaluable resource for businesses aiming to enhance their financial decision-making processes.

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.

IFRS reporting consists of numerous indexes, which you will input in a user-friendly tabular format. This approach guarantees uniformity in the reporting process while also providing software-generated notes. Beyond mere numerical data, IFRS reporting encompasses various textual explanations as well. We have compiled all necessary information to be included in the reports. To modify the finalized reports, adjustment entries can be seamlessly made. These entries follow an intuitive method akin to accounting software (debit/credit). The system automatically logs these entries across all international reporting templates. Consequently, you achieve full international reporting that adheres entirely to IFRS standards. If you prepare statements in a local currency and wish to convert them to another currency, such as from U.S. dollars to Euros, simply entering the exchange rate will suffice; the software will then calculate any exchange differences and present them accurately in your statements. This efficient system not only simplifies the reporting process but also enhances accuracy and compliance across all financial statements.

Assist clients in enhancing their cash flow with comprehensive financial analysis reports designed to foster stronger relationships. This collection of reports enables you to select the most suitable automated financial analysis report for either your current or potential clients, optimizing your consulting efforts. Leverage industry-specific data reports to enhance value for prospective clients and pinpoint the industries that warrant your focus. By utilizing straightforward report generation, you can effectively increase your consulting revenue. Additionally, visualize a business's financial trajectory to highlight its strengths and weaknesses over time. Gain insights by benchmarking businesses against the largest repository of real-time financial data from private companies. ProfitCents compiles financial statements from accounting firms, banks, and credit unions through a cooperative data-sharing model. Advisors can employ the narrative report to provide clients with a clearer understanding of their financial standing, as it translates complex financial statements into accessible narrative form, making it easier for accountants to assist their clients in grasping their financial health. This approach not only simplifies communication but also enhances the advisory relationship.

Talentia Corporate Performance Management (CPM) serves as a worldwide solution for instantaneous financial reporting, business analytics, budgeting, forecasting, and consolidation processes. By utilizing Talentia CPM, organizations can enhance the reliability of their information, boost team efficiency, and refine their decision-making strategies. This all-encompassing platform effectively manages corporate performance through key functions such as budgeting, forecasting, management reporting, multi-standard statutory consolidation, financial reporting, and intra-group reconciliation. Reap the benefits of a robust software solution designed for consolidation and closure, which supports multi-standard statutory consolidation, portfolio management, and intra-group reconciliation. With a unified repository, users can examine performance metrics, minimize delays, ensure dependable financial communication, and achieve compliance with regulatory standards while consolidating their data. This integrated approach ultimately drives better business outcomes and fosters a culture of informed decision-making across the organization.

Eliminate the reliance on static spreadsheets by integrating automated data feeds from your portfolio firms. Utilize advanced anti-fraud algorithms to pinpoint potential issues. Effortlessly access public and private comparables for discounted cash flow analyses. Generate current cash flow projections within minutes. Receive a comprehensive financial report monthly without needing manual updates. Ensure your spreadsheets are refreshed automatically with the latest data. Spot discrepancies and pose critical questions at the outset. If you’re investing without encountering financial fraud, it’s likely because you haven’t detected it yet. Enhance your data collection methods to secure precise, real-time insights regarding your investments. Obtain detailed financial information on both your existing and prospective assets. Move away from traditional Excel documents and tedious reminder emails to your portfolio companies. Optimize your data gathering approach by incorporating live updates directly into your models and spreadsheets on a daily basis. This transition not only saves time but also improves the accuracy of your financial assessments.

Qvinci stands out as a pioneer in the realm of financial reporting technology on a global scale. Our innovative software seamlessly integrates with QuickBooks®, Xero®, MYOB®, and Excel®, delivering valuable reporting and transformative analysis. The setup process is both swift and straightforward, leading to immediate impacts on your financial insights. The foundation of Qvinci rests on a clear vision: to equip the accounting, franchising, and multi-unit sectors with affordable, ERP-like solutions that facilitate financial data consolidation, automate reporting, enhance workflow management, and provide advanced business intelligence via the cloud. Currently, Qvinci's top-tier solutions empower users by offering actionable insights, ultimately driving increased operational efficiency, more profound financial understanding, and enhanced profitability. By integrating with platforms like QuickBooks, Xero, MYOB, and Excel, Qvinci ensures that users consistently access the latest and most precise financial data available, enabling smarter business decisions and strategic growth. This commitment to excellence and innovation solidifies Qvinci's position as an indispensable tool for businesses seeking to thrive in a competitive landscape.

ThinkOut is an online service that provides swift financial analysis and forecasting tailored for small and medium-sized enterprises (SMEs), utilizing transaction data from their bank statements. Users can conveniently view the total balance across their linked bank accounts on a single interface, along with insights into cash runway based on current balances and spending rates, as well as a breakdown of revenue and expenses over the last three months. The platform streamlines the cash flow planning process by automatically populating it with information derived from bank account statements. Additionally, it presents financial data in a clear, visual format that illustrates the distribution of funds across various income and expense categories. ThinkOut effectively transforms transaction data into insightful charts, enhancing understanding of income and expense trends over time. Over the years, the platform progressively develops cash flow forecasts, allowing businesses to strategize effectively based on expected income and expense fluctuations. By leveraging this tool, SMEs can gain a clearer perspective on their financial health and make informed decisions for future growth.

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.

Effective financial planning is essential for maintaining a company's liquidity, as cash flow is crucial for operations regardless of the organization's size. Investing in a specialized budgeting and reporting solution is critical for all businesses, as it enables the creation of thorough financial planning and analysis. The challenge of preparing accurate consolidated financial statements across multiple companies can be significant, especially since many organizations typically conduct their financial consolidation processes annually. Each company’s financial strategy, budget, or forecast begins with a pivotal question that guides its direction. Furthermore, accurately forecasting sales pipelines is fundamental to developing comprehensive business plans and financial projections. This necessity extends even to non-profit organizations, where comprehending and managing primary revenue sources is essential for establishing a solid financial framework. Ultimately, a robust financial planning system can significantly enhance decision-making and strategic growth.

TCM offers a robust suite of tools and a comprehensive database tailored for intricate budgeting, forecasting, financial consolidation, as well as management reporting and analysis. With its cohesive functionality, TCM delivers a user-friendly solution that provides a holistic view of the organization, enabling diverse perspectives for better analysis. The platform eradicates the constraints often found in traditional spreadsheets and includes an advanced predictive analysis feature that empowers users to explore endless “what if” scenarios, significantly enhancing corporate information, decision-making, and performance management. Furthermore, TCM’s enterprise performance management solutions are designed for complete scalability and can be tailored to specific user requirements without the need for programming. Crafted by professionals in business and finance utilizing OLAP technology, TCM's offerings are genuinely adaptable, allowing for swift and effective responses to changes while minimizing dependence on IT resources. This level of flexibility ensures that organizations can remain agile in an ever-evolving business landscape.

Avanzai accelerates your financial data analysis by allowing you to generate production-ready Python code through natural language commands. This innovative tool streamlines the financial analysis process for novices and seasoned professionals alike, utilizing simple English for interaction. You can effortlessly plot time series data, equity index components, and stock performance metrics with straightforward prompts. Eliminate tedious aspects of financial analysis by using AI to produce code with the necessary Python libraries pre-installed. Once the code is generated, you can modify it as needed, then easily transfer it into your local setup to dive right into your projects. Benefit from popular Python libraries tailored for quantitative analysis, including Pandas and Numpy, all while communicating in plain English. Elevate your financial analysis capabilities by swiftly accessing fundamental data and assessing the performance of nearly every US stock. With Avanzai, you can enhance your investment strategies using precise and timely information, empowering you to write the same Python scripts that quantitative analysts rely on for dissecting intricate financial datasets. This revolutionary approach not only simplifies the coding process but also enriches your understanding of data-driven investment decisions.

Accelerate the development of precise planning models, minimize inaccuracies, and enhance decision-making effectiveness. Given the ever-evolving nature of your business, it’s essential that your planning and forecasting tools reflect this dynamism. This is precisely why Workday Adaptive Planning incorporates exceptional scalability, speed, and adaptability into its modeling and forecasting features. Utilize top-tier modeling techniques to maintain a competitive edge across finance, sales, workforce planning, and more. Collaborate seamlessly as a team and respond swiftly to changes with integrated collaboration tools. Boost business performance through interactive dashboards, straightforward data visualizations, and customizable charts that are simple to create and share. Benefit from user-friendly management, financial, and sales reporting software, all conveniently available in the cloud. Produce impressive, real-time management reports through the Microsoft Office Suite and OfficeConnect, ensuring your information is always current. Effortlessly integrate with ERP, HCM, CRM, and other data sources to facilitate rapid, dependable, and precise business planning, allowing you to make informed decisions with confidence.

DrillPoint Reports features an intuitive interface that provides the flexibility to generate both straightforward and intricate financial reports, seamlessly integrated with your MIP Fund Accounting™ software. This tool empowers you to effortlessly retrieve your financial data within Microsoft Excel® and craft polished financial statements using a widely recognized spreadsheet application. With the capability to design a multitude of pre-formatted financial statement templates, DrillPoint Reports facilitates the creation of tailored, high-quality financial statements for presentation to your board members and external advisors. Furthermore, the software allows for advanced data manipulation, enabling you to incorporate formulas, graphs, and various sophisticated Excel features, thereby enhancing the overall impact of the information you share. This versatility ensures that users can effectively communicate their financial insights and analyses in a compelling manner.

Uplinq harnesses advanced machine learning and a skilled team to ensure your bookkeeping is always current while converting your data into valuable financial insights with just a single click. The traditional methods of managing bookkeeping, taxes, and finances often lead to wasted time and resources, which is where Uplinq comes in. Our approach transcends basic bookkeeping by delivering financial intelligence specifically tailored to your business needs, updated weekly for optimal relevance. With our data-centric technology, you can effortlessly link to the various institutions and tools essential for running your operations. Shouldn’t managing finances be this straightforward? Our system monitors your business activities and automatically sorts your transactions, enabling us to furnish you with weekly financial analytics without the usual barrage of inquiries. Many entrepreneurs find it challenging to leverage their financial data effectively, but Uplinq directly addresses this issue. You will gain a comprehensive overview of your business, refreshed in near real-time, ensuring that you are always informed and ready to make strategic decisions. By simplifying financial management, Uplinq empowers you to focus on growing your business.

The primary obstacle that organizations and public services encounter today is ensuring regulatory compliance, making XBRL essential for financial reporting frameworks such as COREP, FINREP, and Solvency II. As the foremost innovator in regulatory reporting and taxonomy development, CoreFiling serves as a reliable consultant to regulators, governments, financial institutions, and filers around the globe. Meanwhile, True North® offers a financial data aggregation application that stands out as the premier source of public company information, encompassing SEC and Companies House filings. This advanced data platform by True North® enables users to effectively search, visualize, and analyze both individual company financial statements and intricate datasets. By establishing structure and meaning in complex and disconnected data, it is possible to define, normalize, and categorize information right from its source, thus enhancing data usability and insights. The integration of these technologies not only streamlines compliance but also empowers organizations to make informed decisions based on robust financial data.

Strategize and evaluate your revenue and finance for a consistent impact by connecting the dots, formulating the equation, and reaching your objectives. Exopen equips CFOs and controllers with all the essential tools to enhance financial reporting, refine budgeting and forecasting procedures, and deliver clear, insightful analyses tailored for stakeholders. Through Exopen, you can leverage modern, data-centric capabilities that simplify your budgeting and forecasting workflow, integrating seamlessly with Power BI for comprehensive analysis. This allows you to gain a complete overview and increased accuracy in your budget, ultimately saving valuable time. You consistently access quality-assured data from your ERP, facilitating quicker insights that lead to more informed strategic business decisions. Tailor your experience by selecting modules that match your unique requirements, enabling a customized approach to budgeting and forecasting. Our planning tool supports a variety of methodologies, including account- and driver-based budgeting, rolling forecasts, scenario planning, and what-if analysis, ensuring you have the flexibility to adapt to changing business needs. By utilizing these features, you can significantly enhance your financial decision-making process and drive your organization towards greater success.

Crunchafi Data Extraction is a powerful automation tool that enables accounting and audit teams to retrieve, standardize, and analyze client financial data in minutes. By connecting directly to client ERPs via a secure, read-only API, it instantly pulls validated data for trial balances, income statements, and general ledger transactions. The platform delivers a pre-built Excel workbook, saving teams hours of manual formatting while ensuring consistency across engagements. Advanced enrichment features automatically calculate financial ratios, AR/AP agings, and cash flow trends, allowing firms to identify risks and opportunities faster. With real-time visualizations and completeness checks, teams can quickly uncover anomalies and present data-backed insights to clients. Crunchafi maintains enterprise-grade data protection—sensitive information is never extracted unless manually entered, ensuring full confidentiality. Whether used for audits, CAS, or transaction services, the software simplifies every step of financial analysis. Trusted by top CPA firms, Crunchafi turns raw client data into reliable, decision-ready intelligence.

Smart Clerk is an innovative AI tool that revolutionizes the way financial documents are converted into reports that are ready for bookkeeping, thereby enhancing financial management for small and medium enterprises. It efficiently processes both bank and credit card statements, automating the extraction of data, categorization of transactions, and creation of detailed financial reports, which eliminates the tedious task of manual data entry. Users can conveniently upload their statements directly onto the platform, where the AI adeptly manages various formats from any financial institution. The tool also allows for customizable transaction categorization to meet the unique needs of different businesses, and it offers intelligent suggestions for category selection, which is especially helpful for users unsure about how to classify their transactions. Furthermore, Smart Clerk improves vendor management by recognizing and matching vendor names, even when they are abbreviated, thereby enabling users to easily access balances, invoices, and transaction details all in one place. This comprehensive approach not only streamlines financial workflows but also empowers businesses to make informed decisions based on accurate and organized financial data.

Enhance your clients' financial health and streamline their fiscal management through a single, easy-to-use platform. Allow IndustriusCFO to equip you with insightful financial comparisons against industry peers, along with actionable strategies to address any identified weaknesses. With this tool, you can discover methods to reduce expenses and increase revenue by accessing essential financial ratios specific to your sector, along with a tailored plan for business enhancement and expansion. Gain valuable insights into various industries to assess their performance and determine if they represent a favorable or unfavorable investment opportunity for your resources. The extensive IndustriusCFO database encompasses over 2,500 industries and more than a million private enterprises, making it effortless to locate the critical information you require. Furthermore, IndustriusCFO delivers a comprehensive suite of business analytics, crucial performance metrics, detailed reports, and practical suggestions, including benchmarking against industry peers. You can analyze annual financial statements, median data, visual representations, ratios, and additional insights regarding your competitors or peer groups to make informed decisions. This wealth of information empowers you to stay ahead of the competition and effectively navigate the complexities of the financial landscape.

Velixo is a powerful tool that integrates with Excel and leverages APIs to provide instantaneous ERP reporting, automation, budgeting, planning, and data analysis, all while maintaining strict governance standards and formatting integrity. This solution facilitates self-service reporting right within Excel, allowing finance and operations teams to take charge of their tasks and save valuable time. With bi-directional connectivity to your cloud ERP and Microsoft 365, Velixo offers live data extraction, the ability to create dynamic reports, and one-click writeback for budgets, journal entries, project forecasts, and various ERP records. Its Smart-Refresh engine enhances performance through in-memory caching and incremental updates, ensuring that users always work with the most current data. The tool includes specialized Accelerator functions designed for ERP, making the report creation process user-friendly and efficient, while also enabling seamless multi-company, multi-currency, and multi-tenant consolidations. Additionally, users can take advantage of advanced drill-down features, allowing for an in-depth exploration of underlying transactions and easy navigation back to specific ERP documents, fostering a deeper understanding of their financial data. Overall, Velixo transforms traditional reporting practices by streamlining workflows and empowering users with robust analytical capabilities.

The essence of our business intelligence software lies in its user-friendly design. Utilizing Microsoft Excel, it features a familiar and intuitive interface that integrates a well-structured digital dashboard alongside unique income statements, balance sheets, and cash-flow reports, creating a thorough management reporting system. This capability empowers managers to evaluate their monthly outcomes against budgets, forecasts, and historical data, enabling them to swiftly identify areas that require corrective measures. The dashboard highlights key performance indicators using a traffic light system—red, amber, and green—to assist managers in visualizing their financial standings. By harnessing Excel's capabilities and building on your existing knowledge of spreadsheets, our business intelligence software offers a highly cost-efficient and straightforward performance management solution. Furthermore, this approach not only enhances decision-making but also fosters a more strategic understanding of financial health across the organization.

Finnworlds is a vendor that specializes in both real-time and historical financial data, focusing on creating intuitive APIs that integrate smoothly across a variety of programming languages, including JSON, Python, Scala, PHP, Java, C#, Rust, Strest, and Ruby, as well as offering advanced downloadable databases. Their state-of-the-art technological tools are essential for delivering comprehensive company and financial data, with a focus on both local (U.S.) and international markets. Finnworlds boasts a diverse portfolio of data products, encompassing general company details, comprehensive financial statements like balance sheets, cash flow and income statements, SEC filings, over 70 financial ratios, more than 100 stock technical indicators, analyst ratings, ETFs, mutual funds, stock identifiers, along with macro trends and stock search trends. The user base for this data is varied, comprising fintech startups, academic institutions, independent developers, quantitative investment firms, financial establishments, research organizations, both seasoned professionals and novices in trading or investing, as well as consulting agencies, among others. This diverse clientele highlights the widespread applicability of Finnworlds’ offerings in the financial sector.

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.

Introducing the pioneering online financial planning tool available on the market today. Say goodbye to cumbersome Excel spreadsheets for budgeting and forecasting; our SaaS solution allows you to seamlessly simulate various scenarios, enhancing decision-making for your business's financial health. With the capability to create forecasts for an entire year, you can strategically plan your company's future and adapt as needed. Access vital information effortlessly, whenever and wherever you require it, all through a simple click. Our platform streamlines financial management by integrating with accounting ERPs, enabling you to upload data for comprehensive insights into your company's performance, along with detailed analyses and reports. Gain a swift and thorough overview of your company’s financial condition with the auto-generated financial report provided by our SaaS. Additionally, crafting your ideal budget becomes a breeze, as our tool simplifies the entire process into just a few easy steps, making financial planning not only efficient but also more accessible than ever.

You can effortlessly integrate financial statements into pre-established business templates or input Tax Return information into IRS forms with precision and efficiency. This allows you to devote less time to data entry and focus more on the essential aspects of the loan decision-making process. Beyond the standard analysis of financial statements, TAC CREDIT™ offers an extensive array of reporting options for various types of credits, including a complete selection of Narrative Reports, Comparative Global Cash Flow Analyses, and Stress Testing of significant cash flow drivers. Recognizing that each credit situation is unique, the lending decision plays a pivotal role in both community development and the advancement of your banking institution. TAC CREDIT™ supports a thorough examination of the financial data concerning each business and its personal guarantors. Additionally, it streamlines and enhances the efficiency of your annual review process. Financial data for every business is consistently updated for both interim and fiscal periods, ensuring all comprehensive reports and trend analyses reflect the most current information available. By leveraging these tools, you can achieve a more effective and informed lending strategy.

Comprehensive details regarding the identities of company directors, managers, and corporate officers, as well as their financial connections and all legal announcements published in BODACC, alongside trademarks registered with the INPI. Additionally, our exclusive failure score for 10 million companies is available, along with downloadable balance sheets, income statements, and key financial ratios, providing a thorough financial analysis for several million businesses. Furthermore, information on corporate litigation, whether in pursuit or defense, filed in any of France's 134 commercial courts is available, along with applicable collective agreements and much more. We also provide web metrics that showcase a company's activity, digital presence, and reputation across various platforms, including websites, social media, Google search outcomes, and both customer and employee reviews. Moreover, you can access the contact details, such as addresses, emails, and phone numbers, of the managers and essential roles within the company, such as the marketing director, sales director, purchasing director, and CFO, ensuring a well-rounded understanding of the corporate landscape. This wealth of information equips users with invaluable insights into not just the companies themselves, but also their broader market standing and operational dynamics.

Economic entities of various scales enhance their financial oversight using Accountfy. This platform offers the versatility to either manually upload accounting files or seamlessly integrate with your ERP system, ensuring data remains current in real-time. It enables the consolidation of resources for companies within the same economic group or across diverse groups, minimizing errors and manual tasks through straightforward parameterization. Furthermore, users can analyze the participation of account and cost centers in financial statements and track their progress over time, aiding in the establishment of objectives and cost-saving measures. The ability to customize the number of columns and organize information optimally begins with a comprehensive overview. Additionally, you can consolidate multiple economic groups with multi-currency capabilities while maintaining full traceability of transactions. This comprehensive approach not only streamlines financial management but also fosters informed decision-making within and between economic groups.

Fluxo represents the next generation of financial management. It seamlessly combines automated financial planning with your business’s data, eliminating the frustrations typically associated with spreadsheet-based planning. Traditional methods often prove cumbersome, while current alternatives can lack the necessary flexibility and speed. With Fluxo, you’ll experience a highly adaptable modeling interface that integrates effortlessly with your reports and data, allowing for swift and uncomplicated setup. This platform empowers your team to accelerate their workflow by reducing time spent on manual processes and fostering improved collaboration. You can synchronize your financial plans with both operational and financial data effortlessly. Utilize our intuitive model builder to create your financial plans with ease. Ensure that everyone in your organization remains aligned through real-time collaboration and shared reporting features, avoiding the hassle of constant file exchanges. Design visually appealing reports tailored to your needs and distribute them to colleagues, board members, or investors. Additionally, a single financial plan can accommodate an unlimited number of scenarios based on varying future assumptions, enabling you to start with an existing scenario and adjust only the parameters you wish to modify. Embrace the power of Fluxo to transform the way you approach financial planning and strategy.

Bench Accounting is a comprehensive bookkeeping and accounting solution tailored to assist small business owners in maximizing their time and concentrating on business growth by providing professional bookkeeping services alongside robust financial software. The platform assigns dedicated teams of bookkeepers who manage monthly reviews of transactions, prepare crucial financial statements, and facilitate tax preparation and filing. By automating processes like transaction categorization and producing real-time financial reports, Bench enhances the management of finances, enabling businesses to gain immediate insights. It also connects with various tools such as QuickBooks, Stripe, Square, and Shopify, which helps to simplify operations and maintain accurate bookkeeping. With efficient communication channels established between clients and their bookkeeping teams, users can retrieve financial reports and data whenever needed, ensuring access to precise and actionable insights that support informed decision-making in their business endeavors. Additionally, the platform's user-friendly interface makes it easier for entrepreneurs to navigate their financial landscape without unnecessary complexity.

eMerge is utilized by numerous large organizations due to its user-friendly nature, leading many to adopt monthly consolidation practices. The implementation process is designed to demonstrate that eMerge™ performs its functions with precision. Historical data from previous quarters or year-ends can be seamlessly imported and fully processed through eMerge™, ensuring that the generated reports align perfectly with your officially published figures down to the last cent. As financial reporting standards frequently evolve, eMerge™ is equipped to generate a comprehensive suite of financial statements, ad hoc reports, and dashboards via its easy-to-navigate Report Creator interface. Additionally, its Notes to Accounts feature simplifies the final Financial disclosures by automating the compilation of various source documents into one cohesive report. One of the most significant advantages of eMerge™ is that your consolidation team can operate it independently, without requiring assistance from your IT department or the eMerge™ support team, enabling smooth operations quarter after quarter. This self-sufficiency not only streamlines the process but also empowers teams to focus more on strategic financial planning and analysis.

Financial & Business Planning Software for Startups and SMEs - Modeliks Create a fundable pitch deck, business and financial plan and investor reports. Guided business planning software. No experience required. Modeliks can help your startup and/or SMEs build a professional financial model; create an investor ready pitch deck or business plan and report to investors with automated dashboards. with easy to use interface no business planning experience is required. Modeliks guides you through the process. With its intuitive interface you can create investor-ready Pitch Decks , bank-approved Business plans, Driver-Based Financial plans, and powerful Financial Reporting Tools. The Financial Forecast enables you to create sophisticated, driver-based financial plans effortlessly and generates financial statements of your plan with no prior financial planning experience needed. The Dashboard module provides in-depth analysis with over 100+ charts for monitoring & tracking your actual business performance vs your plan and previous periods. Furthermore, you can create customizable Dashboards and one-click Management Reports to share with your stakeholders.

CashWhiz is a budgeting software for Windows, crafted in Australia, that provides organizations with powerful tools for financial planning and analysis. It includes capabilities for modeling cash flow through various "What If" scenarios, generating balance sheets and income statements, performing forecasting, managing cash, and consolidating data across multiple entities. Additionally, it integrates with general ledger systems, offers profit-and-loss reports, supports project budgeting, tracks run rates, and maintains version control. Tailored for environments with multiple companies, departments, and projects, CashWhiz simplifies the budgeting process while improving financial visibility for mid-sized businesses, enterprises, nonprofits, and government entities alike. Its comprehensive features make it an invaluable tool for organizations aiming to enhance their financial management and strategic planning.

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

Enhance the capabilities of finance departments with CXO-Cockpit, a robust performance reporting solution developed by CXO Solutions BV. This innovative platform eliminates the tedious and error-prone reliance on Excel for reporting by providing a streamlined, secure, and efficient performance reporting experience. Featuring a variety of pre-designed financial and performance reporting templates, as well as intuitive dashboards, CXO-Cockpit delivers valuable insights and analytics. It also supports the addition of Point of View (POV) comments, the sharing of storyboards, and much more. Moreover, this platform grants real-time access to key data from leading Enterprise Performance Management (EPM) systems, including Oracle, SAP, and Tagetik, empowering finance teams to make informed decisions swiftly. By leveraging CXO-Cockpit, organizations can significantly improve their reporting accuracy and operational efficiency.

The TagniFi Console serves as a user-friendly yet robust search engine, enabling users to access any of the 3 billion financial data points in mere seconds. In addition, the TagniFi Excel Add-In seamlessly links your Excel models to an impressive 2 billion financial data points available on the TagniFi platform. This integration allows for the automation of various analyses, including discounted cash flows, public and transaction comparisons, segment evaluations, footnote investigations, interest rates, and much more. TagniFi's cutting-edge financial data technology provides a cost-effective, comprehensive solution designed to enhance the profitability of the business valuation process. Users can easily search for public companies using the TagniFi Console by simply inputting their valuation date and ticker symbols into Excel to conduct a guideline public company method. Furthermore, the console facilitates the search for both public and private M&A transactions, allowing for rapid transaction comparisons by pasting the Deal ID directly into your Excel model. You can also calculate forward multiples for your guideline public company method as of your specified valuation date, with estimates available for key financial metrics such as revenue, EBITDA, and EPS. With its extensive capabilities, TagniFi empowers financial professionals to make informed decisions efficiently.

SmartModels™ is an advanced financial analytics platform designed to address numerous intricate financial and business workflow challenges prevalent in both public and corporate finance. It is seamlessly integrated as an add-in for Microsoft® Excel®, leveraging Microsoft® .NET and Microsoft® Visual Studio Tools for Office technology. Exposure Management LLC ensures a secure environment for SmartModels™ users through an SSL encrypted extranet, allowing businesses to monitor software usage and carry out administrative functions like updating passwords, adding clients, and retrieving software license details. Intuitive Analytics has collaborated with a diverse array of entities, including states, municipalities, transportation authorities, 501c3 organizations, investment banks, financial advisors, and various for-profit businesses on projects focused on cash flow analysis, software development, and financial consulting. This innovative suite not only enhances financial analysis but also streamlines complex workflows, making it an invaluable tool for organizations in various sectors. The versatility of SmartModels™ empowers users to make informed financial decisions with confidence.

Prophix is a comprehensive software solution for corporate performance management (CPM) designed to meet the needs of businesses across various sizes and sectors. By integrating budgeting, planning, forecasting, financial consolidation, and reporting functionalities into a single platform, Prophix enables organizations to transition from traditional Excel methods and enhance their overall performance. Offered both on-premises and in the cloud, it has gained the trust of thousands of businesses globally, allowing them to streamline and automate essential financial operations effectively. This robust software empowers companies to make informed decisions and drive strategic growth.

FairPlanner is a 360° Hospitality Financial Planning & Analysis Software. It is designed for efficient revenue & profitability planning for all departments based on hotel-specific P&L charts of accounts. It is your go-to hotel budget and forecast planning software. With interfaces to all major data integration systems (PMS, ERP, etc.), it is an intuitive planning & controlling solution with a dashboard of relevant KPIs; 360° insights at a glance.

Tradefeeds is a financial software provider that offers both real-time and historical data on over 7,000 publicly traded companies in the United States. Our extensive product line covers a variety of resources, including company profiles, SEC filings, financial statements, financial ratios, technical indicators, ETF and mutual fund holdings, stock identification, analyst ratings, and macroeconomic trends. Users can conveniently request data from the Tradefeeds Financial Database in multiple formats, such as through a JSON REST API or downloadable CSV and Excel files. It's worth noting that our user-friendly API supports a wide array of programming languages, including Javascript, JQuery, VueJS, Angular, JAVA, PHP, NodeJS, Python, Go, Ruby, C#, R, Strest, Rust, Swift, and Scala. No matter what format you choose, data access is immediate and seamless. Our clientele comprises a wide range of sectors, including fintech firms, financial institutions, investors, traders, academic institutions, and software developers, showcasing the versatility and appeal of our services. With such a robust offering, Tradefeeds stands out as a comprehensive solution for all your financial data needs.

Pilot manages your financial affairs, allowing you to concentrate on expanding your business. More than a thousand companies trust Pilot for their bookkeeping, tax assistance, budgeting, fundraising aid, and beyond. With Pilot, you gain access to a committed team of finance specialists based in the US who possess a thorough understanding of your business, as well as software that seamlessly integrates with your existing financial tools such as QuickBooks, NetSuite, and Stripe. This enables you to operate your business with a transparent view of your finances. Pilot ensures you receive precise financial records every month, punctually. Our knowledgeable team is supported by robust software that effectively reduces common mistakes. Expect prompt and attentive service, as your dedicated finance expert is well-acquainted with your business's intricacies. Your monthly financial reports include tailored statements suited to your sector, such as burn reports for startups or inventory tracking for eCommerce businesses. With accrual-based bookkeeping and comprehensive CFO support available whenever necessary, Pilot is designed to grow alongside your enterprise. Furthermore, our proactive approach provides you with insights that empower strategic decision-making for the future of your business.