The best financial planning in 2024
Tried, tested, and reviewed by the community
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Most Loved Products
#1
ChartMogul — Unlock the full revenue potential of your SaaS businessOur subscription analytics platform seamlessly combines and normalizes SaaS revenue data from multiple sources, delivering a clear and accurate view of your B2B SaaS business. You'll be ready to make data-driven decisions that take your business to the next level.
#2
Brex — The #1 spend platform for strategic finance teams.Brex is all-in-one finance for growing businesses. We help companies spend, save, and earn smarter—and take every dollar further—by doing more than a bank, bookkeeping, or reward program could ever do alone. After completing the Y Combinator accelerator program in 2017, Brex has grown to over 600 employees and raised over US $940 million in venture capital.
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Arc — Software-driven banking & growth capital for startupsArc empowers startups with a better banking experience. With Arc, you can open FDIC-insurance eligible accounts in minutes, manage everyday banking needs without fees, diversify & safeguard cash, maximize yield, and instantly access growth capital—all in one platform and partnering with trusted banks. Based in SF & NYC, Arc has raised $180M+ of equity and debt funding from Left Lane, NFX, BCV, YC, among others. [Arc is a technology company, not a bank: arc.tech/general-disclosures]
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1.6K reviews
RAFA's AI Agents help you invest like an expert with personalized insights. It’s like having a team of experts, each specializing in one task: Fundamental analysis, Technicals, Momentum, Macro etc, all working together to maximize your portfolio 24/7.
Ghulam Abbas and 3069 others use RAFA
53 reviews
Arc empowers startups with a better banking experience. With Arc, you can open FDIC-insurance eligible accounts in minutes, manage everyday banking needs without fees, diversify & safeguard cash, maximize yield, and instantly access growth capital—all in one platform and partnering with trusted banks. Based in SF & NYC, Arc has raised $180M+ of equity and debt funding from Left Lane, NFX, BCV, YC, among others. [Arc is a technology company, not a bank: arc.tech/general-disclosures]
Jay Kapoor and 94 others use Arc
92 reviews
My-Legacy.ai stands out as a specialized platform built for estate planning related services. Get instant answers, personalized recommendations, actionable workflow and estate attorney references through our AI-powered platform backed by 12-pending patents.
Albite Zurita and 204 others use My-legacy.ai
Modeliks is a business planning and investor reporting software for startups and SMEs. It helps the user build a professional financial model, report to investors with automated dashboards and create an investor ready pitch deck or business plan.
AI-powered Accounting with end-to-end Stripe integration and reconciliation. Built for global businesses, offering multi-currency accounting and invoicing, payments, automated sync with 21k banks worldwide, tax tracking and more.
David Sorauer and 56 others use FISKL
34 reviews
LTSE Equity enables easy cap table creation and management, transparent ownership tracking for all stockholders, 409A valuations, stock plan management, and powerful round and exit modeling. Companies own and control their data.
Petar Savic and 68 others use LTSE Equity
31 reviews
Fina is a flexible financial management platform that enables people to manage their money & get proactive insights.
We allow people to build their own financial tracking systems and share educational templates. It's like Notion for your finances.
Our simple interface allows you to connect all your live accounts, categorize transactions, and track custom financial scenarios by adding blocks to a page or asking questions.
Say goodbye to manual spreadsheets and cookie-cutter dashboards 🧙
Blendor Sefaj and 76 others use Fina
23 reviews
With Roundtable, we’re building the marketplace and financial infrastructure to help structure investments in private markets.
We help founders raise their round, syndicates structure themselves, and GPs launch their fund.
We support investments in startups, but also Real Estate and Private Equity.
Mechin and 27 others use Roundtable
Puzzle is a core accounting solution that helps startups build better companies. You get real-time financial statements for fundraising and taxes, plus insights, metrics (like burn, runway, ARR), FDIC coverage monitoring, and revenue recognition - all in an intuitive UX.
Sasha Orloff and 99 others use Puzzle
