Researched and Edited by Rajat Gupta
Last updated: · How we review
Editor's Summary · Financial Analysis Software
Fathom, ReadyRatios, and Joiin Reporting lead the financial analysis software category. Fathom impresses with a high SpotScore of 9.8/10 and a solid user rating of 4.4/5 from 25 reviews, indicating strong user satisfaction and reliability. ReadyRatios, despite having only one review, boasts a perfect 5.0/5 rating and shares the top SpotScore of 9.8/10, suggesting exceptional performance in its niche. Joiin Reporting also achieves a perfect 5.0/5 rating, supported by a competitive SpotScore of 9.3/10, making it a strong contender for those seeking strong reporting capabilities.
Financial analysis software provides critical insights into financial data, aiding decision-making for finance teams in small to medium enterprises. These tools help simplify financial reporting, budgeting, and forecasting processes.
Quick picks for Financial Analysis Software
- Best overall — Fathom
- Best for niche performance — ReadyRatios
- Best for strong reporting — Joiin Reporting
- Best free option — Runway
Who gets the most from Financial Analysis Software
- 1Accountants in small to medium firms performing financial ratio analysis and reporting
- 2Financial analysts at investment management firms conducting portfolio and scenario analysis
- 3Finance managers in multi-entity small businesses needing consolidated financial tracking
How to choose Financial Analysis Software
If you need cloud-based accessibility and ease of use, filter by Free Trial or Freemium options like StyleAnalytics. For advanced scenario planning or multi-entity consolidation, sort by features supporting budgeting and forecasting and filter by Enterprise deployment. Prioritize products with high user ratings when seeking robust financial ratio analysis or investment management capabilities.
Showing 61-79 out of 79

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What is Decimal Suite?
The Decimal Suite is the budgeting and costing software that helps businesses of every size come to informed and strategic decisions. With the ability to colligate financial and operational information of varying levels into one database, managers can easily assess current business performance ...
Read more about Decimal SuiteDecimal Suite offers custom pricing plan

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What is MapMySuccess?
MapMySuccess is an innovative forecasting, analysis and simulation platform built to help small business owners make better decisions. Through our personalized tools, entrepreneurs can create a customized base case analysis report and unlimited simulations. Optimize market supply and demand ...
Read more about MapMySuccessStarts from $120/report

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What is revVana Plan?
revVana Plan is the ultimate tool for managing and forecasting your profits. Our flexible engine quickly produces detailed predictions of your revenue that are based on your CRM data. Whether it's an account, an opportunity, or any other sales level, our engine easily converts sales to accurate ...
Read more about revVana PlanrevVana Plan offers custom pricing plan

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PROFITstar Budget
Budget better with powerful forecasting and reporting tools.
Best for: SMB teams · Mid-market
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What is PROFITstar Budget?
PROFITstar Budget is the perfect solution for institutions requiring a powerful series of budgeting, forecasting, and financial reporting tools to sync with their core operating system. Easy to configure to meet the individual requirements of financial institutions, the system can quickly ...
Read more about PROFITstar BudgetPROFITstar Budget offers custom pricing plan

Serviceware Financial
Manage IT and shared finances with precision.
Best for: SMB teams · Mid-market · Enterprise
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What is Serviceware Financial?
Serviceware Financial is an industry-leading tool for managing your IT and shared services finances. With its comprehensive service catalog, detailed cost-to-service flow, and virtually unlimited budgetary options, you can get the transparency you need. Leverage advanced analytics to identify ...
Read more about Serviceware FinancialServiceware Financial offers custom pricing plan

Spotlight Reporting
Effortless forecasting and reporting for smarter decision-making.
Best for: SMB teams · Mid-market · Enterprise
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What is Spotlight Reporting?
Spotlight Reporting provides accountants with top-notch capacity to report and predict with great agility while conserving time and energy. Get access to Reporting, Forecasting and Dashboard, three excellent products with robust features to create a complete forecasting and reporting system. ...
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What is ValQ?
ValQ is a modern visual planning solution, powered by Microsoft Power BI. It offers a streamlined and efficient way of budgeting, forecasting, and time series forecasting. Easily compare various scenarios, and download the results directly to your spreadsheets. Optional tabular view helps keep ...
Read more about ValQStarts from $10/User/Month, also offers free forever plan

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What is FactSet?
FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make informed decisions and develop successful strategies. Through its powerful analytics and access to global ...
Read more about FactSetFactSet offers custom pricing plan

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What is TallyExpress?
TallyExpress is the ultimate lumber tallying app for easy and fast data access. It takes the guesswork out of data compilation and accuracy, making it more efficient and secure for users. With improved data management, you can quickly and accurately calculate data, saving your precious time. ...
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Finsights
Empowering financial control, wherever you are.
Best for: SMB teams · Mid-market · Enterprise
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What is Finsights?
Finsights enables businesses to stay in control over their financials from anywhere. Users have access to custom reports, Tally transaction alerts, expenditure alerts, bills receivable alerts, invoice creation etc. Instant data syncing with Tally server without any VPN requirements is possible. ...
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What is Stock Unlock?
Stock Unlock enables investors of all experience levels to instantly become better and more confident in their decisions. As a financial education platform crafted by experienced retail investors, it helps to demystify the complexity of investing and develop financial literacy. Stock Unlock is ...
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What is ProjectionLab?
ProjectionLab is the leading platform to help you plan your financial future in minutes. With our powerful software tools, you can easily find trade-offs, backtest against past data, and trial various investment strategies. Plus, track your real-time progress and measure the differences from ...
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Gorilla Terminal
Unlock your full potential with Gorilla Terminal.
Best for: SMB teams · Mid-market · Enterprise
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What is Gorilla Terminal?
Gorilla Terminal is an innovative terminal for everyone designed to optimize and enhance workflow output. It helps users quickly and accurately evaluate, analyze, generate and research data. Invest confidently, and maximize investment performance with this blazingly fast terminal. Experience a ...
Read more about Gorilla TerminalStarts from $10/Month when Billed Yearly

Alphalerts
Your stock market watchdog, always one step ahead.
Best for: SMB teams · Mid-market · Enterprise
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What is Alphalerts?
Alphalerts is the perfect tool for stock market investors seeking instant notifications. With Alphalerts, you get instantaneous SMS/E-mail/App alerts concerning any kind of financial events, from market trends to stock option changes. No matter the market volatility, you'll always be one step ...
Read more about AlphalertsStarts from $9.99/Month, also offers free forever plan

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Sotira offers custom pricing plan

Logica
Streamline financial analysis with Logica's powerful software.
Best for: SMB teams · Mid-market
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What is Logica?
Logica provides a comprehensive and easy-to-use integrated financial analysis software package suitable for multiple diverse industry environments such as banks, accounting firms and many more. Logica provides capabilities on the areas of: Management Reporting and Analysis, Portfolio and ...
Read more about LogicaLogica offers custom pricing plan

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What is Pry Financials?
Pry is a financial analysis software suite. It's different from other platforms as all of the infrastructure is built-in and not offered as a service. Pry allows users to analyze their portfolio and/or entire market data in one place. Pry pulls data from 9 different exchanges and 50+ ...
Read more about Pry FinancialsPry Financials offers custom pricing plan

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What is Finmark?
Finmark Financial Analysis Software is a powerful tool for those interested in financial models, simulations, and projections. By using this software anyone will be able to build creative financial evaluation models. The simulation models will allow to examine different possible outcomes as ...
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My Finally
Transform your finances, plan for your future.
Best for: SMB teams · Mid-market · Enterprise
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What is My Finally?
My Finally is a financial analysis software. It includes sections for analyzing financial situation, tracking progress toward goals, creating cash flow projections, choosing the right investments, comparing financial products, understanding insurance products, planning for retirement and ...
Read more about My FinallyRelated Blogs and Articles for Financial Analysis Software
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].









