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Finance, Forecasting & Dashboards

Tools in Finance, Forecasting & Dashboards

252 tools

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  4. ASK BOSCO

    ASK BOSCO® is a platform that combines data, marketing, analytics, and automation, designed to help companies and agencies connect their marketing data and Shopify data in one place and turn it into insights that inform marketing and business decisions.

  5. Qlik Sense

    Qlik Sense is the product that established the Qlik experience in data analysis, while Qlik Cloud Analytics expands these capabilities through AI-powered insights, trusted data, agentic automation, and the Qlik Analytics Engine, enabling data to be unified, analyzed, and acted upon at the point of decision-making. The platform enables the management and integration of data from multiple sources and transforms it into interactive dashboards and analytics, with the ability to connect to multiple data sources and use the analytics engine to uncover patterns, correlations, and insights within the data. It also provides self-service analytics, visualizations and dashboards, embedded analytics, reports, artificial intelligence, predictive analytics, and AI-powered anomaly detection, in addition to Qlik Answers and agent-based analytics capabilities. Qlik also provides a foundation for trusted data that can be used with AI, analytics, and operations, with capabilities for data integration, creating trusted data products, and connecting various data sources. The Qlik ecosystem includes Data Integration products such as Qlik Talend Cloud, Agentic Data Engineering, Data Movement & CDC, Data Transformation, Data Quality and Governance, Data Products, Open Lakehouse, Data Warehouse Modernization, and Application & API Integration, while the Analytics category includes Qlik Cloud Analytics, Agentic Analytics, Conversational AI, Predictive AI, AI Anomaly Detection, Visualization & Dashboards, Embedded Analytics, and Enterprise Reporting. The platform also provides no-code automation for building workflows and executing actions across cloud systems, and enables the delivery of reports, forecasts, and analytics to the actual workplaces where they are used. Qlik Cloud supports a subscription model based on data volume for analytics, while customer-managed versions of Qlik Sense continue to be priced on a custom basis.

  6. Pecan AI

    Pecan is an AI-powered predictive analytics platform for businesses that provides forecasts for customer churn, demand, revenue, and other business metrics, with the ability to deliver those predictions to the database, data warehouse, or CRM system your teams use. The platform is designed for teams that have data and need to make decisions based on predictions without having to deal with the burden of data preparation, model building, and validation, as the Pecan predictive agent automates data preparation and modeling and answers questions in plain language. Use cases include predicting customer churn, LTV modeling, lead scoring, demand forecasting, upselling and cross-selling opportunities, customer retention, fraud prevention and chargebacks, and campaign ROAS forecasting. The platform also provides solutions for marketing teams to forecast conversions, lifetime value, and campaign impact; for sales teams to evaluate leads and forecast sales; and for operations teams to forecast demand and inventory needs, for customer success teams to predict churn risk and customer health scores, and for finance teams to forecast revenue, cash flow, and risk. Pecan integrates with the data sources and tools used by these teams, including Snowflake, Databricks, Google BigQuery, Salesforce, Firebase, Adjust, Amazon Redshift, AppsFlyer, HubSpot, Singular, IBM Db2, Microsoft SQL, Oracle, PostgreSQL, Parquet, ClickHouse, GCS-Parquet, MySQL, and AWS S3. The official page explains that the platform offers a Predictive AI Agent, scheduled forecast delivery, additional forecast batches, and forecast monitoring, with the ability to use SSO, It also enables private deployment, detailed explainability, advanced monitoring, and custom dashboards when Predictive AI is needed at an enterprise scale.

  7. Domo

    Domo Analytics is a cloud-based platform for analytics, business intelligence, data, and smart applications that combines data integration, preparation, transformation, analysis, visualization, and the creation of dashboards, applications, and workflows into a single platform. The platform enables users to connect data from multiple cloud and on-premises sources, with over 1,000 pre-built connectors, as well as the ability to create custom connections using APIs, SDKs, and Webhooks. It also enables data transformation using drag-and-drop tools, SQL DataFlows, and DataSet Views, with the ability to analyze data in its original location without needing to move or duplicate it.

  8. Catbird AI

    MLQ.ai is a market intelligence, research, and data platform primarily aimed at investors and those interested in technology and markets. The platform provides data and research on companies, stocks, and ETFs, along with tools such as AI Analyst, news and alerts, Deep Dives, earnings reports, an earnings calendar, earnings call transcripts, market data, and watchlists. The site currently describes itself as a platform that provides research and data on the technologies reshaping the world and the companies associated with them, covering areas such as AI infrastructure, semiconductors, energy, robotics, space, and advanced technologies.

  9. Microsoft Power BI

    Power BI is a platform for data analysis and the creation of interactive reports and visualizations, enabling users to transform data into reports and dashboards that help explore and present information interactively. Power BI Desktop is also available for free to create reports, explore data, and visualize it, and you can use a free account to start creating interactive reports.

  10. Tableau

    Tableau Public is a free platform for exploring and visualizing data, creating visualizations, and sharing them. It allows users to discover the creativity of the DataFam community, find inspiration, develop their data skills, and share their work with the world. The platform offers more than 13 million public data visualizations and allows users to create and share work that helps them attract the attention of professionals in the data and analytics field, join a global community of more than 6 million data professionals, and build their careers.

  11. STORYD

    STORYD is an AI-powered platform for creating presentations and data-driven storytelling. The platform focuses on transforming ideas, text, or data into visually organized presentations, with an emphasis on building a clear and logical narrative within the presentation—rather than simply creating slides using pre-designed templates.

  15. DataSnipper

    DataSnipper is an artificial intelligence platform specializing in the automation of auditing, accounting, and financial processes, and operates primarily within Microsoft Excel. The platform provides tools for extracting data from documents, matching information, analyzing documents, and linking data to evidence and sources, with the goal of reducing manual tasks and speeding up audit and review processes.

  16. Numeric

    Numeric is an accounting intelligence and financial close management platform designed to help accounting and finance teams organize and automate financial close processes, perform reconciliations, analyze variances, monitor transactions, and generate reports.

  19. Arcwise

    Arcwise is a business intelligence and analytics platform that uses artificial intelligence to monitor changes in performance metrics, detect significant shifts in them, and then analyze their causes and translate them into actionable insights and decisions.

  21. Rows AI

    Rows is a smart spreadsheet platform that combines traditional spreadsheet functionality with artificial intelligence, data analysis, and integration with external data sources, and is designed to enable users to import, clean, merge, and analyze data, as well as create reports and interactive models, without the need for SQL or complex business intelligence tools.

  22. Gigasheet

    Gigasheet is a platform specializing in healthcare pricing data analysis and price transparency on a very large scale; it collects and processes billions of data points on prices, contracts, and payment rates from insurance companies and healthcare providers, and then transforms this massive and complex data into clear, actionable insights for analysis and decision-making. The platform enables healthcare providers, insurance companies, self-insured plan owners, and MedTech and life sciences companies to compare prices for medical services, measure reimbursement rates, and identify trends and anomalous price discrepancies.

  24. Finpilot

    Finpilot is a platform specializing in AI-powered knowledge management, designed to help investment allocators, limited partners (LPs), wealth managers, and registered investment advisors (RIAs) to focus on strategic decision-making, while AI handles research, analysis, and document processing.