The best startup financial planning in 2024

Tried, tested, and reviewed by the community

Pre-Demo Leads: No name or email, but interested to buy
117 reviews
Forecastr helps founders build great financial models online. Our analysts work with you to build a model that’s tailored to your unique needs. Forecastr makes it easy to track & share key metrics so you can make better decisions & raise the capital you need.
Aden Will
zackpennington and 154 others use Forecastr
166 reviews
We do your 📂 spreadsheets, 📈 graphs, and 🔮 automations. You get P&L, CF, Financial Projections, Plan/Fact, Unit Economics, and finally, peace of mind. All in familiar to you Google Spreadsheets. Forget about months of integrations and insane setup costs.
Aleksandr Volodarsky
Andrew Alex
Oleksandr Buratynskyi
Aleksandr Volodarsky and 174 others use Fuelfinance
28 reviews
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.
Ivo Ivanovski
Ebru and 48 others use Modeliks
45 reviews
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
Alice Ko
Armand du Plessis
Sasha Orloff and 76 others use Puzzle
29 reviews
Causal lets you build financial models effortlessly, connect them directly to your data, and share them with interactive dashboards and beautiful visuals. Run scenarios, compare versions, manage cash and burn, and prepare for fundraising.
Ali Abdaal
Jacqueline von Tesmar
Taimur Abdaal
Ali Abdaal and 101 others use Causal
Startups cannot afford expensive SaaS tools, and often have their data fragmented across apps. StartOS changes that! Everything you need- in Notion! Now with integrated contextual AI that learns from your data, so you no longer need expensive subscriptions!
Ajinkya Bhat | Notion X Startups
Priyanka Saini
Zinia Sen
Ajinkya Bhat | Notion X Startups and 23 others use StartOS: Plug-and-Play Startup System
46 reviews
The all in one financial platform. Manage all of your business and personal finances accounting and tax with Pallo. Expenses, Invoices, receipts, clients, mileage tracking, time tracking, financial insights, budgeting, transfers, payments, accounting and tax.
Ivan Koszewski
Sam Mehta
Courtney Cleman
Ivan Koszewski and 22 others use Pallo
7 reviews
Syndicately provides a comprehensive platform designed for the creation and management of Special Purpose Vehicles (SPVs), facilitating a simpler investment process for investors and fund managers in private opportunities. From solo entrepreneurs navigating risk and funding for new ventures, to seasoned investment professionals across Family Offices, Angel Investors, Real Estate, Private Equity, and Venture Capital.
Hunter Yeagley
Ruth Stone
Harley Hermanson
Hunter Yeagley and 4 others use Syndicately
6 reviews
Settle is on a mission to build cash flow innovation for founders. Settle empowers consumer small businesses to thrive by taking the worry out of cash flow management with an all-in-one platform helping brands level up their cash flow from startup to what’s next. You can easily quickly pay vendors, three-way match POs, manage invoices and, for businesses that qualify, access flexible, short-term financing solutions with Settle Working Capital. Get started at
Grey Campbell
joel conrad
Andrew Korin
Grey Campbell and 39 others use Settle
6 reviews
Keeping proper financial records is time-intensive and small mistakes can be costly. BooksTime makes sure your numbers are 100% accurate so you can focus on growing your business.
Tamara Zishuk
Dariya Kalinichenko
Liudmila Zaiets
Tamara Zishuk and 35 others use BooksTime