List of the Top 10 Free Financial Analytics Software in 2025

Koyfin serves as a worldwide analytics platform designed for the research and comprehension of various markets. Our platform, which is supported by Capital IQ, is relied upon by over 300,000 investors, providing insights that range from detailed bottom-up fundamentals to overarching top-down macro analysis. We deliver comprehensive global access to equities, along with tools for analyst estimates, transcripts, filings, screeners, financial data, charting capabilities, and customizable macro dashboards. In essence, Koyfin equips investors with a robust suite of resources to navigate the complexities of the financial landscape effectively.

Financial Statement Analysis is a dedicated software solution designed for companies adhering to IFRS and GAAP accounting standards. This tool provides an in-depth assessment of a business's financial status by reviewing the latest available financial documents. By entering the IFRS data from the Income Statement and the Statement of Financial Position, the application analyzes vital components of the organization, including Profitability, Solvency, Capital Structure, and Liquidity, resulting in a comprehensive financial report filled with ratios, charts, graphs, and insightful commentary regarding the company's overall performance and assigned rating. Leveraging sophisticated business intelligence algorithms, the software automatically crafts informative commentary that encapsulates the performance metrics and the rating given to the firm. Users are also able to export the report in various formats, such as Word, Excel, and PDF, which allows for tailored analysis and further customization based on specific needs. This capability significantly enhances the ease with which stakeholders can share and present their findings in a range of professional environments, thereby promoting better communication of financial insights. Ultimately, the software serves as a valuable asset in making informed financial decisions.

Streamline your management reporting procedures to produce more accurate and professional insights that will improve your decision-making skills. Effective decision-making hinges on the availability of precise data that is presented clearly and understandably. Calxa integrates effortlessly with popular accounting systems such as MYOB AccountRight, MYOB Essentials, Xero, and QuickBooks Online. By following simple instructions, you can connect your accounts once and opt to receive updates as frequently as you need—whether that be monthly, weekly, or daily. You can easily import existing budgets from your accounting software or upload them via a spreadsheet. For those creating budgets from scratch, the Budget Factory Wizard offers a quick way to draft an initial budget, which can then be elaborated on using the advanced Budget Builder for more detailed management. Start with a pre-packaged Report Bundle Kit to dive into the most requested reports available. Furthermore, you can create workflows that schedule the delivery of reports at times and frequencies that suit your needs. Choose from an extensive library of reports, group them into batches, and automate their delivery to enhance efficiency and convenience. By doing so, you can guarantee that your insights remain current and easily accessible, allowing your team to make informed decisions promptly. Ultimately, this approach empowers your organization to respond swiftly to any changes in the financial landscape.

Delfos serves as a financial modeling solution tailored for startups and medium-sized enterprises. This innovative tool enables users to effortlessly project their company's financial future and anticipate possible cash shortfalls or funding needs well ahead of time. What sets Delfos apart are its key attributes: No prior knowledge in accounting or finance is required. Minimal documentation is necessary for effective use. Users are not faced with complicated interfaces to navigate. Results are presented in a clear and straightforward manner. Delfos functions as an advanced financial modeling application, offering a variety of features, including: A foundation in accounting principles. An unlimited capacity for creating models. Detailed projections spanning 36 months. Estimates for sales and revenue. Calculations for direct costs. Personnel budgeting forecasts. Expense projections. Management of fixed assets. Strategies for investment and financing. In addition, the tool simplifies the financial planning process, making it accessible for entrepreneurs and business owners who may not have extensive financial backgrounds.

Data automation empowers you to optimize your time while enabling a comprehensive analysis of your entire business operations. By converting insights into actionable decisions, you can confidently make forecasts that drive growth. Hundreds of companies, including BILL, leverage Finmark to enhance the speed and quality of their financial decision-making processes. Finmark simplifies financial planning, drastically reducing the time spent on data entry. With the strategic insights provided by Finmark, you can make informed decisions that foster growth and innovation. Say farewell to the chaos of version control and the difficulty of compiling data from various teams. Finmark serves as a centralized hub for real-time information, facilitating the sharing and management of your financial plans with both internal teams and external partners. Collaboration becomes effortless, allowing you to collect feedback and address specific user needs while safeguarding sensitive information. Furthermore, Finmark integrates effortlessly with your entire tech stack, ensuring that your actuals are automatically reconciled. Notable integrations include popular accounting software like Quickbooks and Xero, as well as payment processors such as Stripe and payroll services like Gusto and ADP. This comprehensive approach not only streamlines operations but also enhances the accuracy of your financial management.

Index One offers a reliable comprehensive platform for index calculation, enabling rapid, adaptable, and scalable index solutions tailored to unique strategies, alongside features for benchmarking, backtesting, rebalancing, and handling corporate actions. By utilizing our modular cloud-based indexing tools and top-notch client support, users can effectively create, manage, or customize their own indices to meet specific needs. This flexibility allows clients to stay ahead in a competitive market by ensuring their indices are aligned with their strategic goals.

RightCapital's platform simplifies intricate financial situations, providing users with clarity, precision, and flexibility. It enables the presentation of diverse scenarios, allows for comprehensive stress tests, and more, helping clients visualize their ideal lifestyles, whether it be leisurely mornings on the golf course or relaxing afternoons at the beach. By effectively showcasing how a well-structured tax-efficient distribution plan can lead to significant savings, you will enhance their comprehension of withdrawal schedules and Roth conversion strategies. Furthermore, you can protect your clients from unforeseen challenges such as disability or death by evaluating their requirements in different situations and identifying pathways to success. Utilize our dedicated student loan module to assess and compare various repayment options, aiding clients in managing their student debt or that of their children. With RightCapital, you can be confident that you will gain the clarity, adaptability, and support necessary for developing impactful financial plans that align with your clients' dreams. Ultimately, your proactive approach and guidance will not only empower your clients but also inspire them to pursue their financial aspirations with newfound assurance. This comprehensive support ensures that your clients are well-equipped to navigate their financial futures.

Elevate your clients' financial wellness and simplify their monetary management with a single, user-friendly platform. With IndustriusCFO, you can gain valuable financial insights that allow for comparative analyses against industry competitors, along with actionable strategies to rectify any weaknesses uncovered. This innovative tool empowers you to identify ways to curtail expenses and boost revenues by providing crucial financial ratios tailored to your industry, alongside a customized strategy for business growth and improvement. Additionally, you will access valuable intelligence across various sectors to evaluate their performance and ascertain whether they present viable investment opportunities for your resources. The expansive IndustriusCFO database boasts over 2,500 industries and more than a million private companies, ensuring that you can easily find the essential information you need. Moreover, the platform offers a comprehensive array of business analytics, vital performance indicators, thorough reports, and actionable recommendations, including benchmarking against your industry peers. You have the ability to examine annual financial statements, median data, visual analytics, ratios, and further insights related to your competitors or peer groups, enabling you to make well-informed decisions. This extensive reservoir of knowledge not only keeps you ahead of market trends but also equips you to adeptly maneuver through the intricacies of the financial environment while securing a competitive edge. Ultimately, leveraging such robust analytical tools can transform your approach to financial management and strategic planning.

A service that creates a meticulously reverse-engineered business plan, built from the intended outcomes and key performance indicators, streamlines the formation of a robust business strategy quickly and effectively. By entering a straightforward template that includes average revenue per account (ARPA), monthly customer pricing, projected growth rates, and establishment year, users can effortlessly produce a thorough business plan. Basic data entry also enables the automatic production of a profit and loss (PL) statement page, while Projection-ai simplifies the creation of diverse scenarios. Users can easily generate additional scenarios by opting for the case creation feature and detailing the necessary parameters. To achieve targeted sales results, it is vital to convert these figures into actionable strategies. With Projection-ai, it's simple to simulate crucial KPIs for the year, breaking them down into monthly metrics. The resulting monthly PL can act as a budget management tool, focusing on sales and KPIs and evolving into a dynamic dashboard filled with essential data inputs. Furthermore, users have the ability to track significant SaaS metrics such as cash flow changes, runway durations, monthly recurring revenue (MRR), ARPA, customer counts, and the lifetime value to customer acquisition cost (LTV/CAC) ratios across multiple scenarios and business years. This comprehensive methodology not only supports businesses in navigating challenges but also empowers them to remain agile and succeed in a competitive market. The use of such a service can greatly enhance strategic foresight and decision-making capabilities for organizations.

IFRS reporting is structured with various indices that are presented in an easily navigable table format, ensuring consistency throughout the reporting process while also generating necessary notes automatically. In addition to numerical figures, it includes a range of textual clarifications that are essential for comprehensive understanding. We have gathered all the pertinent information required for these reports, which allows for straightforward modifications to finalized documents through adjustment entries that mirror the familiar debit/credit method used in accounting software. This system records adjustments automatically across all templates for international reporting, ensuring adherence to IFRS standards in every aspect of your submissions. If you need to convert statements prepared in a local currency, like U.S. dollars, to another currency such as Euros, simply inputting the exchange rate will enable the software to accurately calculate and display any resulting exchange differences. This streamlined approach not only simplifies the overall reporting task but also boosts precision and compliance in all financial statements, making it easier than ever to maintain regulatory standards. Ultimately, this system empowers users to produce high-quality reports efficiently and effectively.