Tools

Abacum is a tool for strategic financial management.

Adaptive Insights, now Workday Adaptive Planning, is an enterprise-level FP&A and business budgeting software that is targeted to large companies and midsize organizations that want to go beyond Excel.

CRM platform for investment professionals.

Platform for fund managers for deal management and portfolio reporting.

Anaplan is an enterprise-level FP&A software targeted to large companies that goes beyond the capabilities of Excel and spreadsheets.

SPV and fund management for venture investors.

Equity round, SAFE and Convertible Note calculator.

Funding marketplace, fund and SPV management.

Arcwise is a tool to bring AI for data analysis into spreadsheets.

Incorporation for entrepreneurs from anywhere in the world.

Avalara helps with sales tax.

Modern general ledger software, purpose-built for SaaS.

Baremetrics has a set of metrics, forecasting and engagement tools for teams using Stripe, Braintree, Chargify and Recurly.

Basis is an emerging service to help companies understand their financials and operations.

Ben Collins offers a range of courses for Google Sheets, covering formulas, Apps Script, pivot tables, data analysis, and more.

Bookkeeping and tax preparation services for growing companies.

Tech-enabled bookkeeping and accounting service.

Bookkeeping for startups.

Brex offers a cash management account, credit card, expense controls and reporting for a wide variety of growing companies.

Fractional CFO services to venture capital investors.

Budgeto is a web app for creating budgets and financial projections.

Equity management for startups.

Data aggregation to centralize product, sales, and financial data.

Formerly Party Round, banking for startups.

Equity and fund administration platform

Cashboard is a tool for managing financial reporting and financial data transparency.

ChartMogul is a subscription analytics and revenue recognition software built for SaaS companies that has a wide variety of integrations to automatically import your customer data.

Legal for startups

Platform for enterprise-wide management and control of spreadsheet processes and data.

Personal wealth management for tech people.

Cube is a platform for financial, planning, and analysis (FP&A) professionals to link spreadsheet models with accounting software and internal systems.

DataRails is an FP&A solution for Excel users, similar to Jedox and Cube in that it is a data storage solution for companies using Excel to pull data from the centralized data store in DataRails.

Digits is a platform for managing and understanding financial data.

Eloquens is a good place to start to find financial models and business planning tools. They have a wide selection of free and paid tools submitted by multiple authors, and you can search by topic and find a range of tools that could fit what you need.

Travel and expense management, invoice, and payment solutions.

Equals is a spreadsheet with built-in connections to any database, versioning, and collaboration.

Great resource for learning Excel, functions, and how to use in formulas.

Fathom is an tool to manage FP&A at growing companies

Stan Sukhinin of Filine has a template for ecommerce businesses.

Accounting built for ecommerce

FinOps consultants and accounting services

FP&A tool for teams to create budgets, run forecasts and analyze financial data.

Incorporation, growth and support for international startups to form US entities.

FISY is a financial model commonly used in the French startup ecosystem.

Jaakko Piipponen of Baremetrics has a SaaS Financial Model that appears to fit a variety of SaaS businesses. He also launched Flight Path Finance, focused on modeling and advice for SaaS businesses.

Cash management and forecasting tool that connects to Quickbooks, Xero, and FreeAgent and helps you manage your business and keep on top of your cash flow.

Venture fund management, fund management, LP reporting, and financials reporting.

FlowCog is an opionated forecasting app for SaaS companies, and provides onboarding and modeling assistance if needed.

Chris Wattig offers a course to help FP&A professionals as well as startup executives to learn practical techniques for forecasting business financials.

AI-powered formula generation, data preparation and data analysis combined into one tool.

Chris Wattig offers a live course to help FP&A professionals master the essential skills of Financial Planning & Analysis.

Helping finance teams manage accounts payable and vendor spend

Fractional CFO for funds, deal flow tracker for VCs, as well as operational services to funds, family offices, and founders.

Graphite Financial have an Open Source Financial Model for SaaS and Ecommerce that appears to be well structured for startups.

Grid is focused on taking your spreadsheets to the web, to help build calculators, scenario analysis tools, and models for people to interact with directly on the web.

Gridlines, a financial modeling consultancy focused on project and infrastructure finance, offers a free Essential Financial Modeling video course to help teach the financial modelling skills that every analyst should know.

Jedox is less of a modeling platform, but more of a cloud-based data platform for enterprises to store data from Excel models in the cloud, integrated with other data sources, and create dashboards and reports.

Jirav is a web app that helps you connect to Quickbooks, Xero, Stripe, Gusto, and a range of other data sources, and create financial forecasts, budgets, and financial statements.

Modern wealth tracker, automated tracking for global, diversified investment portfolios.

Equity management, 409a valuations and more for international startups.

Liveflow is an app to pull Quickbooks data into spreadsheets.

LivePlan is a software to guide you through creating business plans with financial forecasts.

Equity management, 409a valuations and more for startups and growing companies

Banking for startups, plus treasury management, credit cards, venture debt, and more.

Mosaic is a platform for strategic finance for growing companies at the Series A and beyond level, bridging operational and financial data, reporting, and forecasting.

ERP, accounting and financials platform.

Close management system to manage workflows, reconciliations, and variance analysis.

Usage based billing platform for SaaS companies

ERP, accounting and financials platform.

Open source cap table model to model founder equity, a stock plan (option pool), convertible note and SAFE financings, and a first equity round, plus keep track of “Major Investors” and stockholder voting.

Tools to find investors for your company.

Accounting, bookkeeping, accounts payable and receivable, human resources, and finace for startups and growing companies.

Billing, accounting, and KPI reporting for “as-a-Service” businesses.

Platform for enterprises for business forecasting.

Bookkeeping, tax and CFO services for growing companies.

Planful is an enterprise-level FP&A software targeted to large companies.

Strategic financial services for high-growth companies, providing fractional CFO, bookkeeping, and accounting services.

Prophet is a forecasting procedure implemented in R and Python, released as open source software by Facebook's data science team.

Pry (acq. by Brex) connects to Quickbooks and Xero to manage your financials and create forecasts.

Equity management, 409a valuations and more for growing companies.

Bookkeeping and outsourced CFO services.

Puzzle is a new tool to help consolidate financial data.

Accounting and financial reporting.

Recurring payments platform for subscription commerce.

Corporate cards, expense management, banking, and accounts payable automation.

Modern general ledger software, purpose-built for SaaS, with revenue recognition and key SaaS metrics built in.

Rows is a spreadsheet with prebuilt integrations for data analysis.

Modern and intuitive way to model, plan, and align your business for everyone on your team

Ben Murray offers a range of live and on-demand courses on modeling and understanding SaaS at The SaaS Academy.

Ben Murray has a SaaS Financial Model that is targeted for startups and SMBs and is well-designed for SaaS. He also offers a course on understanding key SaaS concepts at The SaaS Academy.

Jaakko Piipponen has a SaaS Financial Model that fits a variety of SaaS businesses. He also launched Flight Path Finance, focused on modeling and advice for SaaS businesses.

Christoph Janz has a solid and well-liked financial model for SaaS businesses that he has evolved over the years, and informed by his experience as an entrepreneur and VC.

SAFE and Convertible Note calculator.

Accounting and financials platform.

Schematiq empowers Excel with faster execution, turning spreadsheet functions into APIs, versatile data handling, and secure sharing across your organisation.

Equity management platform for growing companies.

Spreadsheet app that synches to databases and business applications, to being live data and reporting to users.

Cap table management for modern companies.

Visual, free cash planning tool to help startups understand, manage and extend their cash runway. Part of LTSE.

Stratify is a tool for strategic financial management, creating budgets, monitoring financials, and analyzing performance.

Metrics platform built for B2B SaaS

Unified CPQ, billing, and revenue platform.

Marketing platform to engage and enrich your prospects using easy-to-publish, low-code apps

Tools for data management, analytics, and reporting in spreadsheets, by bringing data from marketing tools into Excel and Google Sheets.

SPV deal execution for investors.

Turn any wallet into a web3 investment club, for on-chain and off-chain inveseting.

TaxCloud is the sales tax compliance service for growing online businesses

Telemtry is a tool for strategic financial management, syncing your ERP with your operating budgets for reporting and analysis.

Cap table audits powered by AI.

Tiller links your bank and financial accounts to one of their Google Sheet templates to help you understand your personal and business financial performance.

Operating system for venture funds, a software platform for deal management, portfolio management, and LP reporting.

Manage headcount, streamline spend approvals, and deliver better info to your business partners.

AI-powered bookkeeping & finance for startups

AI-powered platform that automates manual work around lease accounting and revenue recognition for finance and audit teams.

Prophet is tool to create, analyze and roll-forward financial forecasts collaboratively.

Vareto is a new tool for finance teams to manage and plan financials.

SPV and investment management platform, from Carta.

Accelerator for emerging fund managers, CRM and tools for managing fundraising and investment processes, and a fund administration platform.

Portfolio management software for private equity and venture capital

Visible is a data storytelling tool used to report KPIs in a beautiful way to their stakeholders. Visible integrates with over 750 applications to make it seamless to report your data.

Accounting and financial reporting.

AI-powered finance team for startups

Helping finance manage procurement and vendor spend.