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Financial planning & reporting

FP&A, budgeting, and forecasting

42 sites

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Grabthatload

Score 84 out of 100 — Strong

grabthatload.com

A web application that helps hotshot owner-operators analyze load profitability using their operating costs, deadhead, after-delivery miles, routing, and equipment capacity.

Financial planning & reporting

Home

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Compassapp

Score 80 out of 100 — Strong

compassapp.ai

Compass is a financial-work platform for advisory firms and the businesses they serve. It connects accounting and business data, keeps it current, surfaces findings with row-level evidence, and supports planning in Compass or connected AI tools.

Financial planning & reporting

Home

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Jupid

Score 80 out of 100 — Strong

jupid.com

AI accountant for U.S. freelancers and small businesses — bookkeeping, tax filing, and free LLC formation in WhatsApp and iMessage.

Financial planning & reporting

Home

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Quant-Builder.ai

Score 78 out of 100 — Strong

quant-builder.ai

Quant-Builder.ai is a no-code quant trading platform for retail investors to build, backtest, and automate machine learning stock prediction models. It offers 30 years of point-in-time data, 750+ features, and daily confidence-ranked stock picks without requiring coding knowledge.

Financial planning & reporting

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Skwad

Score 75 out of 100 — Strong

skwad.app

Skwad is a privacy-focused budgeting app that tracks spending without requiring users to share their bank login, using bank email alerts and optional bank linking.

Financial planning & reporting

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1Dollars — Money, savings & smart spending — simplified

Score 75 out of 100 — Strong

1dollars.org

Free online calculators for personal finance, tax, salary, loans, investing, metals, everyday money, and global financial planning.

Financial planning & reporting

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Owny

Score 74 out of 100 — Strong

owny.com

Owny provides institutional payment infrastructure and an API for wire payments, account data, ISO 20022 messaging, foreign exchange, compliance workflows, and related bank operations.

Financial planning & reporting

Home

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Ai-money

Score 74 out of 100 — Fair

ai-money.app

AI Money is a personal finance and expense tracking app for iOS, iPadOS, macOS, and Android that logs spending via manual entry, voice notes, receipt photos, a WhatsApp bot, or bank SMS alerts without requiring bank logins.

Financial planning & reporting

Home

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Subellavida

Score 73 out of 100 — Fair

subellavida.com

Su Bella Vida is a personal finance and life-planning application for iPhone. It provides tools for tracking income, budgets, and net worth, alongside life-planning features for goals, estate organization, and financial analysis. The app is local-first, storing data on the device without a web account.

Financial planning & reporting

Home

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Thrivefinancial

Score 71 out of 100 — Fair

thrivefinancial.app

Thrive Financial is divorce financial analysis software for hidden asset tracing, discovery, and settlement leverage. It allows users to parse statements, trace transfers, and export SHA-256 checked or optional AES-256 encrypted case files.

Financial planning & reporting

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Proplab

Score 71 out of 100 — Fair

proplab.app

AI-powered software to calculate ARV and real estate underwriting tools. Calculate after repair value, find comps, estimate rehab costs for real estate deals in 60 seconds.

Financial planning & reporting

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Granter

Score 71 out of 100 — Fair

granter.ai

Granter provides an AI agent that manages company grant processes end-to-end, helping find funding opportunities, generate tailored applications, and handle post-approval project management.

Financial planning & reporting

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Stockinsights

Score 71 out of 100 — Fair

stockinsights.ai

AI-powered financial research software for investors and analysts that helps users search company filings and earnings transcripts, monitor corporate disclosures, and review AI-generated financial insights. The site states that it covers US and India markets.

Financial planning & reporting

Home

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Inciteai

Score 69 out of 100 — Fair

inciteai.com

Incite is a real-time market intelligence app and market decision workspace for stocks, ETFs, crypto, forex, indices, commodities, and futures.

Financial planning & reporting

Home

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Rizetrade

Score 69 out of 100 — Fair

rizetrade.com

RizeTrade is a web-based trading journal for importing trades, recording trading decisions, analyzing performance, and tracking trading discipline. It supports broker imports and CSV import, with features including P&L tracking, calendars, reports, strategy tracking, and emotion tags.

Financial planning & reporting

X3digitalcapital

Score 68 out of 100 — Fair

x3digitalcapital.com

X3 Digital Capital is a digital asset treasury and blockchain media company focused on cryptocurrency research, treasury management, staking, decentralized finance, and digital media development. Its products include an AI-powered trading journal and an API providing cleaned Uniswap pool data and cross-chain arbitrage signals.

Financial planning & reporting

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Evalyze

Score 68 out of 100 — Fair

evalyze.ai

AI fundraising platform for founders raising pre-seed to Series A. It scores startup readiness, matches investors by stage and thesis, provides slide-by-slide pitch deck feedback, and drafts personalized outreach emails that users review and send from their own inbox.

Financial planning & reporting

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Equit

Score 67 out of 100 — Fair

equit.app

Web application providing live global stock market indices, a macroeconomic event calendar, key financial indicators (WTI crude oil, VIX volatility index, US 10-year Treasury yield), sector performance maps, and portfolio-versus-market comparison tools.

Financial planning & reporting

Home

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Equitybee Benchmark — Compare your startup equity grant for free.

Score 67 out of 100 — Fair

equitybee.com

Equitybee helps startup employees exercise stock options and access equity liquidity through a global network of investors, with no upfront out-of-pocket costs.

Financial planning & reporting

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Pinklion

Score 67 out of 100 — Fair

pinklion.xyz

PinkLion is an investing platform for retail investors that provides portfolio and dividend tracking, portfolio optimization, forecasting, stress testing, broker connections, ETF and fund research tools, and investment calculators.

Financial planning & reporting

Public

Score 66 out of 100 — Fair

public.com

Build AI investing agents that automate trading strategies across stocks, ETFs, options, crypto, and bonds in brokerage and IRA accounts. No code required.

Financial planning & reporting

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Zeni

Score 66 out of 100 — Fair

zeni.ai

Set your business up for financial success with Zeni AI Bookkeeping. A team of accounting experts is here to help every step of the way. Schedule a free demo!

Financial planning & reporting

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Fortune

Score 66 out of 100 — Fair

fortune.app

Fortune is AI accounting software for business decision-making that syncs bank feeds, categorizes transactions, detects duplicates, and provides financial analytics and reports.

Financial planning & reporting

Home

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Precanto

Score 66 out of 100 — Fair

precanto.com

Precanto is an AI-powered financial planning product that provides forecasting, scenario planning, financial insights, collaboration, and execution workflows for finance teams.

Financial planning & reporting

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