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.

Accounting Banking Billing Bookkeeping Cap Tables CFO Data Management Ecommerce Equity Management Erp Expense Management FinOps Forecasting FP&A Fund Management Headcount Planning Incorporation Law Metrics Modeling Personal Financial Management SaaS Spreadsheet Tax Training Treasury Management Venture Capital

How to build financial models for FP&A in Causal

How to get started using Finmark to build financial projections

How to use Forecastr to build financial projections

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

How to get started using OnPlan to build financial projections

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

Use Shiny to hire a fractional CFO

How to use Summit to build financial projection models

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

Abacum is a tool for strategic financial management.

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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.

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CRM platform for investment professionals.

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Platform for fund managers for deal management and portfolio reporting.

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

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SPV and fund management for venture investors.

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Equity round, SAFE and Convertible Note calculator.

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Funding marketplace, fund and SPV management.

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Anrok helps with sales tax for SaaS.

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SPV syndicate management for investors.

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Incorporation for entrepreneurs from anywhere in the world.

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Avalara helps with sales tax.

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Modern general ledger software, purpose-built for SaaS.

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

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

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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.

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Bookkeeping and tax preparation services for growing companies.

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Tech-enabled bookkeeping and accounting service.

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Bookkeeping for startups.

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

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

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Equity management for startups.

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

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Formerly Party Round, banking for startups.

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Equity and fund administration platform

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

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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.

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Legal for startups

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Personal wealth management for tech people.

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

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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.

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Digits is a platform for managing and understanding financial data.

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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.

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Travel and expense management, invoice, and payment solutions.

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

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

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

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Stan Sukhinin of Filine has a template for ecommerce businesses.

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Accounting built for ecommerce

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FinOps consultants and accounting services

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

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

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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.

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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.

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

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

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

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Helping finance teams manage accounts payable and vendor spend

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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.

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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.

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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.

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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.

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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.

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

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

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Liveflow is an app to pull Quickbooks data into spreadsheets.

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

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

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Personal financial management tool for financial planning and investment management.

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

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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.

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ERP, accounting and financials platform.

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

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Usage based billing platform for SaaS companies

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ERP, accounting and financials platform.

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Tools to find investors for your company.

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

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

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Platform for enterprises for business forecasting.

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Bookkeeping, tax and CFO services for growing companies.

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

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

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

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

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Bookkeeping and outsourced CFO services.

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Puzzle is a new tool to help consolidate financial data.

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Accounting and financial reporting.

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Recurring payments platform for subscription commerce.

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

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

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Rows is a spreadsheet with prebuilt integrations for data analysis.

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

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

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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.

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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.

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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.

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SAFE and Convertible Note calculator.

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Accounting and financials platform.

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Equity management platform for growing companies.

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AngelList Stack

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

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

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

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Metrics platform built for B2B SaaS

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Unified CPQ, billing, and revenue platform.

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Tools for data management, analytics, and reporting.

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SPV deal execution for investors.

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

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TaxCloud is the sales tax compliance service for growing online businesses

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

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

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

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

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AI-powered bookkeeping & finance for startups

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

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

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SPV and investment management platform, from Carta.

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

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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.

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Accounting and financial reporting.

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AI-powered finance team for startups

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Helping finance manage procurement and vendor spend.

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