Top Financial Analysis Software List (September 2025)

MoneyGuidePro is a sophisticated financial solution for advisors looking to provide their clients with tailored service and support. With the client in mind, MoneyGuidePro empowers advisors to better understand each individual's needs and obligations. Through powerful data gathering algorithms and smart assumptions, advisors are enabled to create comprehensive plans that can be adjusted as reality changes over time. From life insurance planning to retirement income analysis, MoneyGuidePro puts sophisticated tools at an advisor’s fingertips – giving them the insights and abilities they need to help guide their clients through the complexity of today’s financial environment. With MoneyGuidePro®, professionals can make informed decisions with confidence, allowing them to offer superior advice and unparalleled service.

With just a few clicks, Strongbox transforms business financials into custom and actionable reports. One-click connections- makes it easy to connect to a variety of accounting systems with only one simple click and instantly unlock powerful data and insights that you need. Strongbox can easily be integrated into your environment and has multiple options for your convenience. By using strongbox, instant insights can be gained from customers’ accounting data. Powerful cash flow analysis built from transactional data. Sales, expenses, and AR/AP- you can get details on concentrations and outstanding receivables and payables. Strongbox saves you hours of work by taking your unorganized, non-standard, and irregular accounts and instantly organizing them into standardized financials in minutes. Easily download all data and analysis together or individually in formatted workbooks​- Financial Statement Analysis, Cash Flow Analysis, Sales/AR Analysis, Expense/AP Analysis, and Customer Copies. Individual data points, metrics, or whole reports can be accessed by using the developer-friendly API.

Fathom is a reporting and financial analysis tool, and an easy-to-use management software developed to handle all of your business performance requirements. This tool offers a collection of in-depth analytics metrics that help users view exactly how well their business is performing and progressing and observe trends and determine improvement opportunities. Fathom software seamlessly incorporates MYOB, QuickBooks, Excel data, and Xero to offer insightful, practical dashboards and reports. This tool helps users provide compelling and creative business reports and analysis that makes them forget about the time-consuming spreadsheet. This tool also closely monitors and keeps track of the other group of related companies performance. It highly customizes the presentation of users' data by using financial statements and tables. Users can choose from a range of ready-to-use graphs, charts, and visualizations. Overall, Fathom is the Ultimate tool for CEOs, accountants, franchise groups, or advisors. Whether users update their management team, present to a client, or report to the bank, this tool will always keep them prepared.

ReadyRatios is a SaaS solution capable of analyzing an organization’s financial position, based on relevant account statements. Enterprises just have to feed the system with financial reports, prepared in adherence to UG GAAP or IFRS, and get access to accurate analysis in real-time. It is capable of calculating more than 40 rates and coefficients, besides describing the calculated results, enabling organizations to know their exact financial condition. ReadyRatios maintains the uniqueness of an individual report with its multiple-choice conditional text module, even when the statements are based on the same data. With the program, enterprises can reduce wide tables into comprehensive charts without any significant tampering of informational values. The software uses colors to highlight positive and negative rate values and signify their qualitative assessment. Enterprises can change, remove or add any formula, modify the qualitative properties of rates, and keep the analysis autonomous. ReadyRatios with its user reports setting enables organizations to schedule table wise parameters and limit multiple criticism levels as well.

Koyfin is an intuitive financial data and analytics platform that provides investment companies with the right kind of information regarding research stocks and market trends. A variety of graph template charts available within the software help users highlight different information with a quick identification process. These charts can be shared with other people through a link or can be even posted on websites or blogs. Moreover, users can also depend on Koyfin to create separate dashboards and watchlists based on individual asset classes that they follow or the client portfolio that they manage. Further, the software turns out to be quite helpful in highlighting balance sheet and income & cash flow statements as per individual companies. Brands are provided with a detailed analysis of all the information present on the financial statements page in different formats - graphically or in columns. Koyfin assures accurate information about currency & commodities prices, equity & credit and factor-based investment data, within a simplified portal.

Abacum is a collaborative workflow and financial planning platform specially designed for mid-market companies to scale their business through collaboration, automation, and insights observation. Organizations can connect their data sources with the solution to get access to real-time information on financial and operational data in a unified format. Besides, users can leverage the software to update their business plans in an automated way without waiting for the monthly closing. They can also opt for spreadsheets export and import option, containing business-relevant data. Advanced tools such as waterfall & cohort graphs along with performance & pivot tables, etc., helps users execute complicated financial analyses in a seamless manner. Enterprises can tag users to share regular insights via email. Moreover, admins can set automatic reminders within Abacum to receive accurate information in real-time instead of running behind people. The software offers real-time assistance in creating effective workflows facilitating budget controls, it can also be used to add goals, deadlines, milestones and collaborators.

Infor F9 is a powerful Microsoft Excel add-in that helps organizations monitor their business information in real-time. With this financial reporting and evaluation solution, users get access to a rich set of tools to generate & analyze reports, and dig into more details. Organizations can create reusable dynamic reports in Microsoft Excel besides focusing on strategic planning. They can also recalculate, view or drill down individualized reports. Further, Infor F9 allows users to get connected with data stored in the cloud or on-premises through spreadsheets, SQL databases, and other compatible cloud apps. This way enterprises get to retrieve their existing budget balances from general ledgers and use the information to generate new F9 budget scenarios and forecasts. Moreover, Infor F9 with its integrated modules like report writer, report viewer and scheduling hub facilitates enhanced business. Admins can protect their information by scheduling security based on GL dimensions.

Clockwork is an Artificial Intelligence software that helps in managing, planning, and predicting the cashflows and finances of the company. The software allows users to manage their company with full visibility and decide the next big step depending on the gathered statistics. This application is mainly designed for small businesses and CPA firms, and it offers everything from cash flow forecast to concurrent financial planning with the help of Clockwork's Scenario Writer. Besides, there is another feature called ‘Clockwork Score’ which determines the financial health of the company, and when the users maintain a good record throughout, they are bestowed with rewards. Users can also access Clockwork's Metrics dashboard, which gives an insight into their monthly, quarterly, and annual KPIs. It also assists them in having a deep understanding of financial gains, and helps to monitor the company’s overall health and track its financial ratios. Clockwork allows users to decide the life or death of the business and make better investments in the future.

Runway is a cash planning tool that is specially built for startups helping them in understanding, managing, and extending business-relevant cash runway accordingly. It enables brands to build a realistic cash view of their businesses. Even if users cannot work on a spreadsheet, they can still see how their expenses have impacted the cash burn, by simply writing them as a single line, over Runway. The tool can be used to plot data on easy to understand charts, instantly. These charts help users to understand projected cash balance, monthly net gain or loss, and burn rate changes, besides identifying months that are most expensive. Startups can check/uncheck their teams’ expenses and view graph-based updates in real-time. Runway allows users to make copies of their spending and fundraising plans as well as explore new plans accordingly. Also, users can include their whole team in the key business decision-making process with the help of an intuitive visual interface equipped within.

Financial Statement Analysis, as the name suggests is a financial statement analysis software, specially designed for the companies that adopt IFRS and GAPPS accountants. This software provides deep evolution of the performance of a business by screening the last available financial reports. Once a company enters the IFRS financial data the system will assess the business profitably. Solvency, capital structure, and liquidity help in generating the financial report which further completes the ratio with charts and graphs. Also, it comments on companies’ performance by discussing the related rating scores. It helps in evaluating the performance of a business by providing automatic reports, and automatic dynamic comments along with charts, graphs and ratios, and comments. It’s automatic dynamic comments consist of complex business intelligence including algorithms which elaborate the company's performance and ratings. It also provides the feature for downloadable and editable reports which can easily be downloaded and edited on your device according to your needs. The downloaded file format can be of Word file, Excel spreadsheet, or PDF as per your need.