As of October 2026, Latka tracks 9 financial analysis software companies with $5M–$10M in annual revenue. They have combined revenues of $61.7M and employ 415 people. They have raised $22.2M and serve 5.2K customers combined.
Every company below sells financial analysis software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
Financial analysis software encompasses tools designed to collect, analyze, and interpret financial data, enhancing the decision-making processes for businesses. These tools aid in budgeting, forecasting, and generating detailed financial reports, allowing organizations to assess performance and plan strategically. Key features often include real-time reporting, predictive analytics, and scenario modeling, which help finance professionals and analysts understand various financial outcomes based on changing variables. With a primary focus on improving financial health, these solutions are typically utilized by finance departments, analysts, and business executives responsible for financial planning and analysis (FP&A). Users leverage these tools to optimize cash flow management, evaluate investment opportunities, and navigate financial risks. The software aims to streamline workflows, enabling organizations to achieve accurate financial forecasts and comprehensive insights into overall financial performance.
Sorting: Highest -> Lowest
Showing 9 of 9 companies ranked by annual revenue.
Hawthorn, Victoria, Australia
Developer of a cloud-based financial management platform created to track and manage finances. The company's cloud-based financial management platform tracks all finances in one application and uses cloud technology and real-time data analytics, enabling accountants and advisors to better understand the financial health and needs of their clients.
Boston, Massachusetts, United States
SquareWorks Consulting is a NetSuite partner focused on elevating its customers’ experiences with exceptional automation solutions and consulting services. Our products include Automate, a NetSuite-native financial automation platform that enhances and takes NetSuite to the next level. We also provide exceptional consulting services and partner with our customers to deliver high-quality NetSuite implementations, optimization services and ongoing support. We believe in building long term partnerships with customers to enable their success, and that starts with our team. We strive to enable our employees to achieve professional excellence by providing training and development resources, a diverse and inclusive workplace, a fully remote working environment, a healthy work/life balance, as well as other wellness benefits and programs. By embracing this mentality, we can put our best foot forward every day to help our customers succeed. For more information, contact us at [email protected]
Sunnyvale, California, United States
Drivetrain is a financial planning & decision-making platform that helps businesses scale and achieve their targets predictably.
Miami Beach, Florida, United States
Information technology services firm helping government and commercial entities maximize investments in SAP, resource planning, analytics and financial management solutions
Baltimore, Maryland, United States
Provider of K-12 finance software and services intended to empower educators to strategically and equitably allocate resources to best support the needs of students. The company's software platform connects school districts' financial data systems to track both budgets and spending, with school-level data and helps district officials, principals, and other school administrators to visualize, analyze, and optimize the impact of spending on outcomes in education, enabling them to make financial decisions.
London, England, United Kingdom
Magic Orange is an innovative Profitability and Cost Transparency platform that helps companies understand, control and optimise their costs. SEE THE TRUE COST OF YOUR SHARED SERVICES SPEND Connect your shared services cost and consumption to the solutions delivered to the business. TRANSFORM EXPENSES TO INVESTMENTS Forecast and compare expenses to know which investments will help you reach your goals. PUT YOUR BUSINESS IN OVERDRIVE Turn IT into a growth engine for your organization’s biggest goals.
Burlingame, California, United States
NUMBRZ is a financial modeling platform that automates work traditionally done in spreadsheets. The ease of use of our no-code UI and fully visual macros allows subject matter experts build sophisticated models that are fully automated.
Latka tracks 9 financial analysis software companies with $5M–$10M in annual revenue. Together they generate $61.7M in annual revenue and employ 415 people.
Myprosperity is the largest, with $9.3M in annual revenue, founded in 2011.
The average financial analysis software company in this list makes $6.9M a year, across 9 companies with reported revenue. They serve 5.2K customers combined.
Ranked by annual revenue, the leaders are Myprosperity, Charted (formerly SquareWorks), Drivetrain AI, AlgoTest and Leapfin.
The 9 financial analysis software companies with $5M–$10M in annual revenue tracked here have raised $22.2M in disclosed funding between them.
- Must provide tools for aggregating and analyzing financial data - Should support budgeting and forecasting functionalities - Must offer reporting capabilities with customizable dashboards - Should facilitate predictive analytics and scenario modeling - Must be suitable for finance departments and professional analysts - Not just focused on accounting; must also provide strategic planning features
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