Best Financial Planning software

xpna.co

Xpna is a financial planning and analysis platform for startups and growing companies. It connects financial...

Planful

Planful (formerly Host Analytics) is a cloud-based enterprise performance management (EPM) platform that offers financial planning...

Ernest

Ernest is a personal-finance service that connects financial accounts and provides personalized guidance on spending, saving,...

Finmap.online

Finmap is a cloud-based financial planning and cash-flow management platform for small and midsize businesses. It...

Finiite

Finiite is a personal finance management service for tracking accounts, spending, budgets, and financial goals in...

The Retirement Tracker

The Retirement Tracker is an online tool for monitoring retirement savings and evaluating progress toward retirement...

myPFS.io

myPFS is an online personal financial statement tool for organizing assets, liabilities, income, and expenses. It...

Acterys

Acterys is a connected planning and performance management platform for finance teams, business analysts, and operational...

Envestnet Platform

Envestnet Platform is an enterprise wealth-management technology ecosystem for financial advisors, asset managers, and institutions. It...

Foresight

Foresight is a financial planning and forecasting platform for startups and growing businesses. It helps finance...

Agicap is a cash flow management and forecasting platform for finance teams, CFOs, and multi-entity businesses....

ProjectionLab

ProjectionLab is a personal finance and financial independence planning application for people modeling savings, investments, retirement,...

whatifi

Whatifi is a personal financial planning service for individuals and couples who want to explore how...

Secfi

Secfi is an equity-compensation platform for startup employees and founders, offering equity planning, option-exercise financing, and...

Limelight

Limelight is a cloud-based financial planning and analysis platform for finance teams and organizations managing budgets,...

gini.co

Gini is an online personal-finance service that brings financial accounts and money insights into one place....

FinWise

FinWise is a personal finance service for tracking spending, managing budgets, and organizing financial goals. It...

Finice

Finice is a personal finance service for tracking spending, accounts, budgets, and financial goals. It is...

Tembo App

Tembo is a UK digital mortgage broker and home-buying platform for first-time buyers, particularly those who...

DimeOS is a personal finance tracker for monitoring spending, budgets, and financial activity. It is designed...

Cube Software

Cube is a financial planning and analysis platform for finance teams that want to build budgets,...

EMI Calcy

EMI Calcy is a free loan-calculation service for Indian borrowers. It estimates monthly EMIs, total interest,...

Forecastio AI

Forecastio is an AI-powered business forecasting service for startups and small businesses that need projections from...

BizPlanner AI

BizPlanner AI is an online business-plan generator for founders, entrepreneurs, and small-business owners. It uses artificial...

Grila is a collaborative financial modeling and planning platform for startups, operators, and finance teams. It...

Febi.ai

Febi is an AI-powered personal finance service designed to help consumers understand their money and make...

harpoon.io

Harpoon is financial planning and project management software for freelancers, consultants, and creative agencies. It combines...

Plootus

Plootus is a personal finance service designed to help individuals organize financial information and make more...

Host Analytics

Host Analytics provides cloud-based financial planning and analysis software solutions.

MODLR

MODLR is a cloud-based business planning, budgeting, forecasting, reporting, and analytics platform for finance and operations...

ExpenseBot

ExpenseBot is an AI-powered expense management software that automates expense reporting and approval workflows.

Adaptive Insights

Adaptive Insights is a cloud-based financial planning and analysis solution that helps businesses to plan and...

Bonsai Expenses

Bonsai Expenses is a user-friendly expense tracking software designed for freelancers and small businesses. It offers...

Fyle Lite is a simplified expense management software designed for small businesses to track and manage...

MySavings.Fund

MySavings.Fund is a web-based savings goal tracker for people who want to organize and monitor planned...

Money Calendar

Money Calendar is a personal finance app that organizes income, bills, and spending on a calendar...

B-Social

B-Social is a social finance app that helps users manage their money and social spending with...

Performance Canvas Financials

Performance Canvas Financials is a cloud-based financial planning and performance-management product for organizations that need budgeting,...

Oracle Planning and Budgeting Cloud

Oracle Enterprise Planning and Budgeting is a cloud-based enterprise planning application for finance teams and business...

fi360 Toolkit

fi360 Toolkit is a fiduciary investment selection and monitoring platform for financial advisors, wealth managers, and...

Oracle Hyperion Planning

Oracle Hyperion Planning is enterprise software for budgeting, forecasting, workforce planning, and financial modeling. It is...

CFO Solutions

CFO Solutions provides outsourced and fractional CFO services for businesses that need financial planning, reporting, cash-flow...

Savology

Savology is a personal financial planning platform for consumers and employees who want a structured overview...

Jirav

Jirav is a financial planning and analysis software for businesses.

Keepify

Keepify is a personal finance service for tracking spending, net worth, accounts, and financial goals. It...

yFi

yFi is a personal financial planning platform that helps individuals organize accounts, model financial decisions, and...

OnPlan

OnPlan is a cloud-based FP&A platform for finance teams that centralizes budgeting, forecasting, reporting, and financial...

Atlas Planning

Atlas Planning is a digital financial-planning service for people who want structured guidance on savings, investments,...

Finmark

Finmark is a financial planning and modeling platform for startups and small businesses. It helps founders...

Proformex

Proformex is a cloud platform for financial advisors and insurance professionals to organize, monitor, and analyze...

Birdfin.app

Birdfin is an online personal-finance service for people who want to organize and understand their money...

Pry Financials

Pry Financials is a financial planning and analysis platform for startups and growing companies. It connects...

Wealthtender

Wealthtender is an online platform for discovering and evaluating financial advisors, coaches, and personal finance resources....

Nova Money

Nova Money is a personal finance service that helps users understand their finances, plan for goals,...

FINLO

Finlo is financial planning and forecasting software for startups and small businesses. It helps founders build...

Causal App

Causal is a cloud-based financial modeling and planning application for finance teams, operators, and business leaders....

Logix Financial Planning

Logix Financial Planning is financial planning software for advisers managing client advice, modelling and documentation workflows....