Financial Planning Software

Track, budget, plan, and do more with your money all in one app.

Unlock cash visibility and make confident financial decisions with visual cash flow forecasting.

Equity management and cap table software

Centralized spend management for businesses, offering control, efficiency, and real-time insights.

Revenue intelligence platform for forecasting

Optimize hybrid IT spend and risk across ITAM, SaaS, FinOps, and more with a unified platform.

All-in-one market research and trading software for uncovering strategies, pinpointing opportunities, and timing trades.

Bookkeeping and CFO services for startups

Accounting software for small businesses

Run resources, projects, and finances for professional services, all in one platform.

Spend management for mid-market companies

Modern FP&A platform for financial planning and scenario modeling

Unify project management, resource planning, and financials with AI for profitable growth.

Strategic planning and financial insights with modern FP&A software integrated with HR.

Empower financial advisors to manage client 401(k)s and other held-away retirement accounts.

The #1 AI-powered Excel-native FP&A platform for finance teams.

Reimagine your business banking with digital-first solutions, competitive rates, and transparent pricing.

Unleash the power of AI bookkeeping with a dedicated team of financial experts.

All-in-one forecasting, budgeting, reporting, and dashboarding solution for finance and accounting.

Replace pro forma spreadsheets with a purpose-built financial plan you can trust.

Unstoppable Finance Through AI-Enabled Solutions for the Office of the CFO.

CRM for sales leaders and financial advisors

All-in-one solution for insightful reporting, fast cash flow forecasting, and actionable financial analysis.

AI-driven scenario planning and analysis platform for confident decision-making across the enterprise.

AI-powered financial planning, reporting, and close for complex mid-sized businesses.