Latka logo

Top 37 Financial Analysis Software Companies Under $1M Revenue (October 2026)

As of October 2026, Latka tracks 37 financial analysis software companies under $1M in annual revenue. They have combined revenues of $16.3M and employ 214 people. They have raised $23.6M and serve 3.1K 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.

What Financial Analysis Software Companies do

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.

Companies
37
Revenue
$16.3M
Funding
$23.6M
Employees
214

Filters

Sorting: Highest -> Lowest

Filters

Top Financial Analysis Software Companies Under $1M Revenue

Showing 10 of 37 companies ranked by annual revenue.

1Roveel logo
Roveel

Norwich, Norfolk, United Kingdom

Roveel provides ready made analytics for SMEs using Sage and Xero. Built by the team at Complete Analytics Limited in Norwich, our platform gives SMEs the ability to monitor performance across the whole business, providing powerful visualisations of data in one place, using our advanced analytics engine. 14 day free trial (no credit card required). Contact us for more details: [email protected] Founded in February 2014, Roveel is the only out of the box solution which integrates directly with Sage50, Sage Business Cloud, Sage 200 and Xero. The Roveel analytics engine provides: - Powerful dashboard visualisations - Fast and intuitive data access - Intelligent setup - Useful and tailored access for the whole team - Analysis in the palm of your hand - Secure web based solution Check out www.roveel.com for more details.

Revenue
$990K
Year founded
2014
Team size
9
2Targetta logo
Targetta

Tallinn, Estonia

How much will EBIT improve, if you can make store personnel to improve conversion rate by just 1% every month? Targetta will help to make this happen.Targetta is a financial planning and goal setting tool built to help retail companies optimize inventories and cash flow. We will put into one easy-to-use package everything a retail management team will need for planning:- retail specific KPI-s- budgeting and forecasting forms- allocation logic to limit manual work- set-up wizard that allows to be up and running with minimal consultation involved- data integration with other ERP and BI systems (QlikView, Erply, Google Analytics) and in-store visitor counters

Revenue
$965.8K
Year founded
2015
Team size
2
3SNAB logo
SNAB

Madrid, Spain

A global finance automation platform for complex multi-entity…

Revenue
$900K
Year founded
2021
Team size
6
4Genios AI logo
Genios AI

Santa Clara, California, United States

Move faster than the market.

Revenue
$880K
Team size
8
5Arbre Technologies, Inc. logo
Arbre Technologies, Inc.

United States

Arbr Technologies, a Wisconsin-based tech startup, aims to revolutionize asset management for tree nurseries and other green asset companies by marrying state-of-the-art software with innovative hardware applications. The outcome is improved workflows that eliminate waste, reduce time, decrease costs and improve margins. Arbr Nursery, which is also accessible via web application, is one of many innovative software solutions to be offered by the company. Arbr Tech is committed to creating the best systems for all types of growing operations, integrating with financial management systems, and customizing solutions that cater to unique nursery needs. The data collected by Arbr software are incredibly powerful business tools. The ability to compare data through key industry reports allows customers to make better business decisions and improve overall performance; therefore, paving the way for a leaner business model and stronger bottom line. Hardware products offered by Arbr Tech,

Revenue
$804.6K
Customers
21
Year founded
2016
Funding
$1.2M
Team size
6
6FUSE Autotech logo
FUSE Autotech

Edina, Minnesota, United States

FinTech, SaaS, Finance Management System for Auto dealers

Revenue
$793K
Year founded
2020
Funding
$13.5M
Team size
44
7Rally logo
Rally

Berlin, Berlin, Germany

Financial OS for Modern Fleets

Revenue
$770K
Year founded
2025
Team size
7
8ScaleXP logo
ScaleXP

United States

Manually calculating KPIs and metrics in large datasets is a thing of the past! ScaleXP gives B2B funded businesses, particularly high-growth SaaS companies, the tools to automate revenue recognition, consolidate financial and sales data as well as streamline financial processes through a single platform. Our vision is to help the world’s companies grow faster through actionable data insights. We make your data work for you by taking the tedious task of combining data from multiple systems to provide you with a detailed view of your business performance - a single source of truth. With automated KPIs and metrics relative to your industry, you no longer need to spend days or hours on calculations, reporting and building presentations. ScaleXP provides: • Automation: All calculations are fully automated, with the ability to customise when required! • Data: Viewed in real-time by integrating the leading financial and CRM software - Xero, Quickbooks, Sage, Hubspot, Salesforce and even Google Analytics. • Dynamic dashboards: Financials, data and graphs are displayed through our interactive dashboards. All of the charts can be dragged and dropped across the platform, no need to copy + paste. • Smarter reporting tool: ScaleXP automatically assigns relevant KPIs based on the company’s sector and stage of growth. Additional metrics are also available to select. • Saves time: Share insights from the dashboards, reports and presentations to your clients and align your team in a click. The system provides a financial consolidation pack, with automated FX rates calculated to 4 significant digits. • Better client service: For our professional services partners, ScaleXP gives them an impressive differentiator with ScaleXPs’s rigorous and profound dataset reporting and monitoring. Accelerate your company growth with ScaleXP. For all enquiries, email us at [email protected]

Revenue
$770K
Year founded
2021
Team size
7
9MarginDriver logo
MarginDriver

York, Pennsylvania, United States

MarginDriver is a user-designed suite of multi-channel ecommerce reporting and analytics tools that provides meaningful data on margins and profitability while efficiently delivering the results to popular accounting software. It offers critical business intelligence and eliminates countless hours of data manipulation and bookkeeping work. All without the need for a developer or any technical expertise.

Revenue
$670K
Year founded
2019
Team size
6
10STRATAFOLIO logo
STRATAFOLIO

Cedar Rapids, Iowa, United States

STRATAFOLIO is an online software solution that provides real-time data analytics for commercial real estate portfolios in an intuitively designed dashboard. We seamlessly integrate with QuickBooks - both Desktop and Online. Nearly 80% of commercial real estate investors rely on spreadsheets and disconnected systems to run their business which makes getting at basic performance metrics difficult at best. STRATAFOLIO is the solution to optimize your portfolio. We help in 4 specific areas for companies that own and manage commercial real estate: - Finance Management - Asset Management - Operations Management - Investor Management

Revenue
$660K
Year founded
2017
Team size
6

Frequently asked questions about Financial Analysis Software Companies Under $1M Revenue

How many financial analysis software companies under $1M in annual revenue are there?

Latka tracks 37 financial analysis software companies under $1M in annual revenue. Together they generate $16.3M in annual revenue and employ 214 people.

Which financial analysis software company under $1M in annual revenue is the largest?

Roveel is the largest, with $990K in annual revenue, founded in 2014.

How much revenue does a typical financial analysis software company under $1M in annual revenue make?

The average financial analysis software company in this list makes $440.8K a year, across 37 companies with reported revenue. They serve 3.1K customers combined.

Who are the leading Financial Analysis software vendors under $1M in annual revenue?

Ranked by annual revenue, the leaders are Roveel, Targetta, SNAB, Genios AI and Arbre Technologies, Inc..

How much funding have financial analysis software companies under $1M in annual revenue raised?

The 37 financial analysis software companies under $1M in annual revenue tracked here have raised $23.6M in disclosed funding between them.

Related ERP Software categories

Inclusion Criteria

- 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