Collection

Tools

Looking for more tools for financial planning & analysis, FinOps, financial modeling, and more? Let's help you select the best tool for your needs.

Causal
How to build financial models for FP&A in Causal

tools,FP&A,modeling,forecasting

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Finmark
How to get started using Finmark to build financial projections

tools,FP&A,modeling,forecasting

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Forecastr
How to use Forecastr to build financial projections

tools,FP&A,modeling,forecasting

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Genius Sheets
How to use Genius Sheets to pull Quickbooks data into Excel and Google Sheets through reports and custom functions.

tools,modeling,FP&A,accounting

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Layer
How to use Layer to collaborate on budgeting, planning, and reporting using spreadsheets.

tools,finops,data management

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OnPlan
How to get started using OnPlan to build financial projections

tools,FP&A,modeling,forecasting

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Ramp
Corporate card and spend management platform to automate accounting and find cost savings, and get $250 for signing up through Foresight.

tools,finops

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Shiny
Use Shiny to hire a fractional CFO

tools,CFO

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Summit
How to use Summit to build financial projection models

tools,modeling,forecasting

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Tactyc
How to use Tactyc to build, manage and strategize venture portfolio models.

tools,venture capital,modeling,fund management,forecasting

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Abacum
Abacum is a tool for strategic financial management.

tools,FP&A,forecasting

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Adaptive Planning
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.

tools,FP&A

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Affinity
CRM platform for investment professionals.

tools,fund management

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Altvia
Platform for fund managers for deal management and portfolio reporting.

tools,fund management

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

tools,FP&A

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Anduin
SPV and fund management for venture investors.

tools,fund management

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Angelcalc
Equity round, SAFE and Convertible Note calculator.

tools,cap tables

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AngelList
Funding marketplace, fund and SPV management.

tools,fund management

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Anrok
Anrok helps with sales tax for SaaS.

tools,tax

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Assure
SPV syndicate management for investors.

tools,fund management

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Stripe Atlas
Incorporation for entrepreneurs from anywhere in the world.

tools,incorporation

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Avalara
Avalara helps with sales tax.

tools,tax

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Avise
Modern general ledger software, purpose-built for SaaS.

tools,accounting

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

tools,metrics

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Basis
Basis is an emerging service to help companies understand their financials (early access only).

tools,FP&A

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

tools,training

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Bench
Bookkeeping and tax preparation services for growing companies.

tools,bookkeeping,accounting

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Binery
Tech-enabled bookkeeping and accounting service.

tools,bookkeeping,accounting

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Bookkeep
Bookkeeping for startups.

tools,bookkeeping

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

tools,treasury management,expense management

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

tools,FP&A,forecasting

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Cake
Equity management for startups.

tools,equity management

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

tools,metrics

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Capital
Formerly Party Round, banking for startups.

tools,banking

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Carta
Equity and fund administration platform

tools,equity management,fund management

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ChartMogul
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.

tools,metrics

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Clerky
Legal for startups

tools,law,incorporation

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Compound
Personal wealth management for tech people.

tools,personal financial management

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

tools,FP&A,finops

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DataRails
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.

tools,finops

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Digits
Digits is a platform for managing and understanding financial data.

tools,finops,metrics

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Eloquens
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.

tools,spreadsheet

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Emburse
Travel and expense management, invoice, and payment solutions.

tools,treasury management

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

tools,modeling

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

tools,training

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

tools,FP&A,forecasting

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Filine
Stan Sukhinin of Filine has a template for ecommerce businesses.

tools,spreadsheet

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FinOptimal
FinOps consultants and accounting services

tools,finops

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

tools,incorporation

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

tools,spreadsheet

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Flight Path Finance
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.

tools,FP&A

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Float
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.

tools,FP&A,forecasting

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

tools,fund management

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

tools,saas

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

tools,training,FP&A

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Glean
Helping finance teams manage accounts payable and vendor spend

tools,expense management

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

tools,spreadsheet

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Grid
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.

tools,modeling

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Gridlines
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.

tools,training

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Jedox
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.

tools,FP&A

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Jirav
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.

tools,FP&A

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

tools,personal financial management

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

tools,equity management

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Liveflow
Liveflow is an app to pull Quickbooks data into spreadsheets.

tools,modeling,FP&A,accounting

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

tools,modeling

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

tools,equity management

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Maybe
Personal financial management tool for financial planning and investment management.

tools,personal financial management

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

tools,banking

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Mosaic
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.

tools,FP&A,modeling,forecasting

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Netsuite
ERP, accounting and financials platform.

tools,accounting,erp

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

tools,finops

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OneStream
ERP, accounting and financials platform.

tools,accounting,erp

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OpenVC
Tools to find investors for your company.

tools,venture capital

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

tools,FP&A,accounting,bookkeeping

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

tools,billing

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Pigment
Platform for enterprises for business forecasting.

tools,FP&A

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Pilot
Bookkeeping, tax and CFO services for growing companies.

tools,bookkeeping,accounting,CFO

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

tools,FP&A

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

tools,modeling,forecasting

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

tools,FP&A,forecasting

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

tools,equity management

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Puzzle
Puzzle is a new tool to help consolidate financial data.

tools,finops

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Quickbooks
Accounting and financial reporting.

tools,accounting

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Recharge
Recurring payments platform for subscription commerce.

tools,billing

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

tools,treasury management

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

tools,accounting

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Rows
Rows is a spreadsheet with prebuilt integrations for data analysis.

tools,modeling

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Runway
Runway is a new app in beta to help companies run their financial operations.

tools,FP&A,modeling,forecasting

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

tools,training,saas

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SaaS CFO
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.

tools,spreadsheet,saas

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SaaS Financial Model
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.

tools,spreadsheet

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SaaS Financial Plan 2.0
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.

tools,saas,spreadsheet

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SAFEs by Carta
SAFE and Convertible Note calculator.

tools,cap tables

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Sage
Accounting and financials platform.

tools,accounting,erp

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Shareworks
Equity management platform for growing companies.

tools,equity management

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AngelList Stack
Equity management, fundraising, incorporation, and banking for startups.

tools,equity management,incorporation

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

tools,modeling,forecasting

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

tools,FP&A,forecasting

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Subskribe
Unified CPQ, billing, and revenue platform.

tools,billing

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Supermetrics
Tools for data management, analytics, and reporting.

tools,finops,data management

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Sydecar
SPV deal execution for investors.

tools,fund management

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

tools,fund management

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

tools,FP&A,forecasting

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

tools,personal financial management

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

tools,fund management

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

tools,headcount planning

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

tools,modeling

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

tools,FP&A,forecasting

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Vauban
SPV and investment management platform, from Carta.

tools,fund management

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

tools,fund management

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Visible
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.

tools,metrics

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Xero
Accounting and financial reporting.

tools,accounting

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Zeni
AI-powered finance team for startups

tools,FP&A,accounting,bookkeeping

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Zip
Helping finance manage procurement and vendor spend.

tools,expense management

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