Best Financial Modeling Software for Freelancers

EASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further.

Datarails transforms financial planning and analysis by combining the flexibility of Excel with the automation power of AI. Its FinanceOS platform enables finance teams to keep using their familiar spreadsheets while automating consolidation, reporting, and planning tasks that often consume days of work each month. Seamless integrations with popular accounting, ERP, and CRM systems ensure that all company financial data is accessible from a single source of truth. With Datarails, dashboards become more than just visuals—they provide real-time drill-down capabilities, allowing finance professionals to respond instantly to stakeholder inquiries. The built-in AI, FP&A Genius, delivers conversational access to consolidated data, helping teams handle last-minute finance requests in seconds instead of hours. From budgeting and forecasting to scenario modeling and cash management, Datarails supports every stage of the FP&A process. Its user-friendly design eliminates the steep learning curve associated with new software while maintaining Excel’s full functionality. By saving time on manual processes, finance teams can reallocate effort toward strategic decision-making that drives measurable growth.

We are a free stock API | historical data API | financial statements API. We update our financial statements in real time, every statements is audited, standardized, and up to date. We cover NYSE and NASDAQ, AMEX. EURONEX. TSX. INDEXES. ETFs. MUTUAL FUNDS. FOREX. CRYPTO.

Excel adapts to your habits, streamlining your data management to enhance efficiency. You can effortlessly generate spreadsheets using either templates or your own designs while applying advanced formulas for calculations. Additionally, the updated charts and graphs allow for engaging presentations of your data, complemented by formatting options, sparklines, and tables that facilitate deeper insights. With just a click, you can easily create forecasts to anticipate future trends. Collaborating with others is simple, ensuring you always work from the most current version of your workbook for real-time updates that expedite productivity. With Office 365, you can access your Excel files seamlessly across mobile, desktop, and web platforms. A remarkable new feature enables you to input data into Excel directly from a photograph; simply capture an image of a printed data table using your Android or iPhone, and the app will convert it into a fully editable table. This innovative image recognition capability removes the tedious task of manual data entry from hardcopy sources, making data entry faster and more convenient. Furthermore, this feature enhances your ability to leverage existing paper documents effectively within your digital workflows.

Concentrate on your financial metrics instead of just design and formulas with Invest for Excel. This software designed for capital budgeting, financial modeling, and valuation has earned the trust of more than 1,600 clients worldwide from various sectors. It empowers managers, investment analysts, controllers, investors, and teams in production, marketing, and engineering to create comprehensive cash flow models, enhance clarity in analytical computations, and unify the investment analysis process throughout the organization. Furthermore, its user-friendly interface and robust features make it an essential tool for effective decision-making.

Delfos is a financial modelling solution for startups and medium-sized businesses. Delfos allows you to automatically forecast your company's finances and predict potential cash shortages or funding requirements months in advance. Our solution is distinguished by the following features: It is not necessary to have any accounting or finance expertise. There is not much documentation to be read. There are no complicated user interfaces to learn. Clear and precise results. Delfos is a financial modeling tool. It has the following features: Accounting on a basis Unlimited number of models 36-month detail Forecasting sales and revenue Forecasting direct costs Personnel forecasting Forecasting expenses Fixed assets Investment and financing

Create models at ten times the speed, link them directly to your data sources, and share insights through interactive dashboards with stunning visuals. Causal's formulas are designed to be straightforward—eliminating the need for complex cell references or cryptic syntax, and a single formula in Causal can replace dozens or even hundreds of traditional spreadsheet formulas. With the built-in scenario feature, you can effortlessly establish and analyze various what-if scenarios, utilizing ranges like "5 to 10" to grasp the complete spectrum of potential outcomes for your model. Startups leverage Causal for critical tasks such as calculating runway, monitoring key performance indicators, planning staff compensation, and crafting financial models that are ready for investors. Create eye-catching charts and tables without the hassle of lengthy customization processes. Additionally, you can seamlessly toggle between different time scales and summary formats to suit your analysis needs. Unleash the power of your data and transform the way you visualize your business metrics.

Data automation allows you to save time and allow you to analyze your entire business holistically. Transform insights into decisions and forecast with confidence. Finmark is used by hundreds of businesses from BILL to make faster financial decisions and better financial decisions. Finmark makes financial planning easy and saves you hours of data entry Finmark can provide you with the strategic insights that you need to make the best growth decisions. You can say goodbye to version control nightmares, and the hassle of chasing down data from different teams. Finmark provides a single source of real-time information to share and manage your financial plan with both internal and external stakeholders. You can easily collaborate, gather feedback, and share what each user requires while protecting sensitive information. Finmark integrates seamlessly with your entire stack to automatically reconcile your actuals. Integrations include Quickbooks & Xero accounting software, Stripe payment processors, and payroll such as Gusto & ADP.

The Operis Analysis Kit, commonly referred to as OAK, is an Excel add-in designed to streamline the process of developing and auditing intricate spreadsheets by evaluating model structures and pinpointing errors. Our company recognizes the importance of assisting spreadsheet users, which is why we chose to extend access to what was previously a proprietary tool. OAK, developed and utilized daily by our distinguished modeling team, aids in recognizing deviations from industry-standard modeling best practices and enhances the overall quality of models during their creation. It has become the go-to Excel add-in for financial modelers at leading global banks, prestigious corporations, and government agencies. For those currently leveraging Operis’ other offerings, we encourage you to reach out about incorporating an OAK license into your existing services. With a robust suite of advanced tools, OAK empowers users to detect potential risks and elevate the quality of their models, ensuring compliance and excellence in their financial modeling endeavors. Ultimately, OAK is not just a tool; it's a vital resource for anyone looking to enhance their spreadsheet accuracy and reliability.

Fluxo represents the next generation of financial management. It seamlessly combines automated financial planning with your business’s data, eliminating the frustrations typically associated with spreadsheet-based planning. Traditional methods often prove cumbersome, while current alternatives can lack the necessary flexibility and speed. With Fluxo, you’ll experience a highly adaptable modeling interface that integrates effortlessly with your reports and data, allowing for swift and uncomplicated setup. This platform empowers your team to accelerate their workflow by reducing time spent on manual processes and fostering improved collaboration. You can synchronize your financial plans with both operational and financial data effortlessly. Utilize our intuitive model builder to create your financial plans with ease. Ensure that everyone in your organization remains aligned through real-time collaboration and shared reporting features, avoiding the hassle of constant file exchanges. Design visually appealing reports tailored to your needs and distribute them to colleagues, board members, or investors. Additionally, a single financial plan can accommodate an unlimited number of scenarios based on varying future assumptions, enabling you to start with an existing scenario and adjust only the parameters you wish to modify. Embrace the power of Fluxo to transform the way you approach financial planning and strategy.

Blox is a financial planning solution helping ambitious business leaders make better, faster decisions, without spreadsheets! Blox provides pre-built planning models to help business leaders escape the tyranny of complex, clunky, and error-prone spreadsheets, giving you visibility into and confidence in the reality of your business. Our models cover everything you need to gain visibility into and confidence in the reality of your business, including SaaS Financial modelling, Subscription Revenue modelling, Services planning, and Marketing planning. With a leadership team with experience at the likes of Anaplan and Metapraxis, Blox was founded in the UK in mid-2022.

Unlock business potential through the use of predictive analytics, enabling you to make data-driven decisions and enhance operational processes. With the ability to create predictive models in mere seconds, you can achieve quicker and more accurate forecasting and anomaly detection. TIM InstantML serves as a hyper-automated, advanced machine learning tool designed specifically for time series data, facilitating improved forecasting, anomaly detection, and classification. This solution empowers you to unlock the value embedded in your data, allowing you to harness the capabilities of predictive analytics effectively. It features high-quality automatic feature engineering while concurrently fine-tuning model structures and parameters to optimize performance. TIM also provides versatile deployment options and seamless integration with numerous popular platforms. For those who prefer a user-friendly graphical interface, TIM Studio caters to this need, making the experience efficient and straightforward. Embrace a truly data-driven approach with the robust capabilities of automated predictive analytics, and discover the insights hidden within your data with greater speed and ease. Experience the transformation of your business operations as you leverage these insights to drive strategic initiatives.

A service designed to formulate a reverse-engineered original business plan, starting from the desired outcomes and key performance indicators, allows for the swift and efficient development of a comprehensive business strategy. By simply inputting the necessary template, average revenue per account (ARPA), monthly customer pricing, anticipated growth rates, and the year of establishment, users can generate a detailed business plan effortlessly. Basic information entry enables automatic generation of a profit and loss (PL) statement page, while Projection-ai facilitates the creation of various scenarios with ease. Users can generate additional scenarios by selecting the case creation option and specifying the required parameters. To reach desired sales figures, it is crucial to translate these into actionable plans. With Projection-ai, simulating the essential KPIs for a year and breaking them down into monthly metrics becomes straightforward. The monthly PL can serve as a tool for budget management targeting sales and KPIs, transforming it into a dynamic dashboard with the necessary data inputs. Additionally, users can monitor key SaaS metrics such as cash flow transitions, runway durations, monthly recurring revenue (MRR), average revenue per account (ARPA), customer count, and lifetime value to customer acquisition cost (LTV/CAC) ratios within various cases and across business years, making it an invaluable resource for strategic planning. This comprehensive approach allows businesses to adapt and thrive in a competitive landscape.

Decipad serves as an engaging interactive notebook that converts simple text into actionable financial models and reports, all without the need for SQL or programming skills. This tool empowers users to blend textual information, data, and visual elements into unified plans, models, and reports, thus promoting effective data storytelling and informed decision-making processes. Supporting a variety of data types such as numbers, dates, booleans, and units, Decipad is equipped with features like data views, inline calculations, and unit conversions that significantly enhance the data analysis experience. By employing Conflict-Free Replicated Data Types (CRDTs), it allows for smooth offline editing and real-time collaboration, ensuring that modifications are synchronized among users without any conflicts arising. Furthermore, Decipad features SafeJS, a secure JavaScript execution environment that operates in the browser, which enables users to draw in external data sources and execute custom calculations directly within their notebooks. This combination of features makes Decipad a powerful tool for both individual users and teams looking to streamline their financial modeling tasks.

Poindexter is tailored for individuals regardless of their financial or accounting background. There’s no need for specialized knowledge in finance to use it effectively. Users receive immediate insights into how their business choices affect finances. It eliminates the need for complex and often inaccurate spreadsheets in your budgeting and forecasting efforts. Creating your account and making necessary adjustments can be completed in just a few minutes. Our team is available to address any inquiries and ensure you maximize your experience with Poindexter. By planning your initiatives, you can have a financial model generated in mere minutes, which could be worth thousands. It automatically generates all the essential financial data required for informed decision-making that enhances cash flow management. Each month, your customer dashboard refreshes with acquisition targets that transform your forecasts into actionable daily tasks, ensuring you remain focused on the activities that drive revenue. Additionally, Poindexter's user-friendly interface makes it accessible to everyone, fostering a more inclusive approach to financial management.

Create models, coordinate planning, and evaluate actual results through visually appealing dashboards. This robust financial modeling, planning, and analytics software is adaptable for various sectors. It offers greater usability than any other dedicated solution or spreadsheet alternative. Transition from numerous spreadsheets to a consolidated financial model that streamlines processes. With a unified model featuring a built-in timeline and faster, cleaner natural language formulas tailored for financial tasks, along with convenient shortcuts, you can effortlessly generate key financial statements. These statements are automatically refreshed in your Dashboard, ensuring you always have up-to-date information. New data entries are seamlessly integrated into your model the moment they are inputted. Synchronize your ERP data effortlessly through the Farseer API, allowing for real-time updates in your financial model. Schedule a demo today, and we’ll demonstrate how Farseer can enhance your financial management. Each new data point entered into Farseer updates the model for all users simultaneously, ensuring everyone has access to the latest information.

GM Valuation serves as the ideal tool for assessing transaction values and conducting regular evaluations of your renewable energy initiatives. With an extensive array of performance metrics, you maintain comprehensive oversight of your projects at any given moment. Utilizing a certified financial model enables you to evaluate and organize your renewable energy endeavors with confidence and precision. You have the capability to manage both internal and external communications effectively. The integrated invitation feature allows for the seamless sharing of projects, granting you the authority to determine which parties can interact and who has read or write permissions. This means you can concentrate on achieving the best possible negotiation outcomes rather than getting bogged down in conflicting spreadsheet calculations. Regardless of the intricacies of your projects, GM Valuation empowers you to model all your initiatives within a single, adaptable framework. It accommodates every conceivable remuneration structure, ranging from straightforward fixed-price agreements to complex certificate systems that correlate with electricity pricing analyses. This versatility ensures that you can handle any project scenario with ease and efficiency.

Cloud-based financial planning and analysis. You can quickly see the financial state of your business in real time to make better decisions. Jirav connects financial and operational data to allow you to easily analyze historical operations and forecast your cash flows, revenues, workforce, expenses, and bookings. Get more insight and be able to make better decisions. You can instantly see the difference between plan and actuals, rolling predictions, and downstream effects. This will help you spot opportunities in your business, teams, and departments. Visualize and share data to better understand your business. Jirav allows you to create interactive reports and send the right information directly to the right people. To make better decisions, see the future. Templates that are best practice enable you to create accurate forecasts and budgets across all areas of your business. Connect all data that affects your business. You can see real-time accounting, headcount and sales data to get complete visibility.

CREmodel offers an analysis of various property types, including multifamily residences, shopping centers, industrial sites, office spaces, and mixed-use developments. This versatile Excel-based financial model for real estate is designed with a user-friendly modular structure, making it accessible yet robust for commercial real estate investments. The comprehensive proforma template is ready for use, requiring only data entry to function effectively. It accommodates a wide range of commercial real estate projects, ensuring clarity and organization in its spreadsheets, which are easily understood by both banks and investors. This reliable modeling software eliminates calculation errors, providing confidence in financial assessments. Being an Excel template, it affords users extensive flexibility to tailor their analysis. Its intuitive design not only simplifies input but also efficiently computes essential metrics such as return on investment (ROI), internal rate of return (IRR), and net present value (NPV), making it an indispensable tool for real estate professionals. Overall, CREmodel stands out as an essential asset in navigating the complexities of commercial real estate investments.

Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.

The Clockwork Score provides an automated assessment of your financial health while highlighting areas for enhancement. Utilizing machine learning, it analyzes your profit and loss statements, balance sheets, and cash flow to deliver real-time cash flow predictions on a weekly and monthly basis. You can effortlessly create tailored metrics that incorporate both financial and non-financial data, offering a comprehensive overview of your enterprise. With seamless and secure integration options for QuickBooks Online or Xero, you can swiftly develop financial models and forecasts. It’s essential to recognize that a bank account balance does not equate to a cash flow forecast. Stay ahead of your financial obligations and the evolving needs of your expanding business by being proactive. This approach helps mitigate expensive errors and allows for better financial management with fewer unexpected events. Gain clarity on your cash inflows and outflows, and understand your financial position at various future intervals to ensure stability. By using these insights, you can make informed decisions that support the sustainable growth of your business.

Be confident about your growth path. We have worked with investors. Our software predicts your cash runway, growth trajectory, and more. You can make strategic decisions and raise funds with confidence. Your forecast and business strategy should be driven by key business metrics and not arbitrary markups. If you have any questions, a SaaS finance expert can help. Do you have an existing model? We will port it. There is no need to create logic from scratch. Enter inputs to get trusted results, KPIs and charts. Our SaaS-specific tool has pre-built logic and smart default inputs that can be tailored to your company's size. We are not for you if you don't have a SaaS business. First, you will need to answer 10 questions about your company. FlowCog then generates your model automatically. Now you can start fine-tuning your model and seeing the results. FlowCog is your finance sidekick. Using AI and your onboarding responses, FlowCog predicts the appropriate default inputs (that can be changed).

Leverage our effective templates to swiftly create a financial model, even without any background or knowledge in finance. You can conveniently share a live link with interested investors or easily export the complete model to a well-organized spreadsheet in just one click. Implement dynamic hiring guidelines and project the growth trajectory of your team over time. Set up and automatically compute customized KPIs tailored to your specific business needs. The model allows you to generate shareable branded live links to gather feedback and track analytics. Instantly assess your business's value using standard discounted cash flow (DCF) methods. Collaborate with your teammates or mentors to enhance the model together. Sturppy was designed to serve as a versatile tool for all founders, irrespective of their industry, niche, skill level, monetization approach, or funding situation, ensuring that everyone can benefit from its capabilities. With this platform, you can confidently navigate the intricacies of financial modeling while focusing on your core business objectives.

The Modelscape solution streamlines the management of financial models' lifecycle for financial institutions, enhancing documentation, transparency, and compliance. By adopting this solution across the entire model lifecycle, users can take advantage of standardized workflows, automated documentation processes, and seamless artifact linking. This approach allows for the horizontal and vertical scaling of algorithms, models, and applications. Additionally, it supports various enterprise infrastructures and programming languages, including Python, R, SAS, and MATLAB. Comprehensive tracking of issues throughout the model lifecycle is facilitated by full model lineage and detailed reporting on issues and usage. An executive dashboard provides insights into model data, enables custom algorithm execution, and offers automated workflows, all while granting web-based access to a thorough, auditable inventory of models and their dependencies. Users can also develop, back-test, and document their models and methodologies effectively. This solution significantly enhances the transparency, reproducibility, and reusability of financial models, while also automatically generating the necessary documentation and reports to support ongoing compliance efforts. In doing so, it empowers financial institutions to maintain high standards in model governance and operational efficiency.

RizzCalc is an innovative financial modeling tool powered by AI that functions as an add-on for Google Sheets, allowing users to create, modify, and refine financial models through natural language commands rather than laboriously inputting formulas. After installation, users can access a sidebar where they can enter commands such as “generate a DCF model,” “revise income statement forecasts,” or “modify cash flow projections,” enabling the AI to seamlessly update the spreadsheet in real-time. This tool facilitates a variety of tasks, including producing financial projections, conducting discount cash flow valuations, automating balance sheet entries, and enabling swift changes to plans and forecasts. Developed by CapGo AI, founded by YG Guo and CY, the service operates on a credit system where each use costs three credits, although new users are provided with a complimentary set of credits to explore its features. RizzCalc is designed to significantly reduce the time analysts, startup founders, and finance professionals spend on manual labor, minimize the likelihood of formula errors, and enhance the overall efficiency and scalability of financial planning processes. By streamlining these tasks, RizzCalc empowers users to focus on strategic decision-making rather than getting bogged down in technical details.