Best financial data analysis software tools in 2025

AlphaResearch

Efficient financial research for informed investment decisions.

Oly AI

AI-driven bookkeeping for real-time financial insights and reporting.

FinGPT

Advanced AI for financial analysis and decision-making.

Publicview

Search and analyze SEC filings with interactive data visualization.

Veryfi.com

Transform documents into actionable financial data efficiently.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Reconcile

Financial management made easy for small businesses.

Subscription + from $30/m
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PlanGuru

Budgeting and financial forecasting software for informed decision-making.

WellyBox

Automated expense management through email receipt organization.

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

Rocket Statements

Transform bank statements into organized data formats quickly.

Clear

Quickly analyze financial reports with plain language queries.

ChatMe.CPA

AI chatbot for instant accounting and tax information.

SimFin

Access extensive financial data and analyze stock performance easily.

Captide

Automated financial data extraction from SEC filings and earnings calls.

Datarails.com

Automates financial planning while using existing spreadsheets.

Market Genius AI

Transforms earnings transcripts into clear interactive dashboards.

Avanzai

Transforms financial data into clear insights for better decisions.