Best financial data analysis solutions tools in 2025

LedgerBox

AI-driven financial document converter for streamlined bookkeeping.

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.

Clear

Quickly analyze financial reports with plain language queries.

FinGPT

Advanced AI for financial analysis and decision-making.

BringTable

Transform bill images into organized data effortlessly.

AlphaResearch

Efficient financial research for informed investment decisions.

Publicview

Search and analyze SEC filings with interactive data visualization.

Veryfi.com

Transform documents into actionable financial data efficiently.