Financial planning

Financial planning Tools and Products

Page 1

Causal for Startups

Put finance on autopilot

2023-03-06

606

Marketplace sites Data analysis tools Financial planning Business intelligence software

Jenium

All-in-one suite for startups

2024-12-08

574

Financial planning Startup financial planning CRM software Project management software Scheduling software Team collaboration software

LifeOS

Manage your whole life in Notion

2023-08-05

524

Financial planning Notion Templates Knowledge base software Note and writing apps Project management software Time tracking apps

Cashews: Ultimate Personal Finance App

Say goodbye to financial anxiety

2023-07-30

478

Accounting software Budgeting apps Financial planning Investing Money transfer Online banking Startup financial planning

BoringCashCow

Discover boring businesses that quietly rake in the cash

2023-09-06

441

Financial planning Investing Startup financial planning Stock trading platforms Business intelligence software

SEC Insights AI

Revolutionizing SEC document analysis

2023-08-22

392

AI Content Detection AI Metrics and Evaluation Data analysis tools Financial planning Business intelligence software Compliance software

Maybe

Modern financial planning & wealth management

2023-01-24

361

Budgeting apps Financial planning

B2B SaaS Valuation Calculator

Discover how much your SaaS is worth for free

2024-07-04

318

Financial planning Investing Startup financial planning

ProjectionLab

The personal finance simulator you've been waiting for

2022-08-20

313

Financial planning Investing

Blox

Supercharge your financial planning and modelling

2024-01-29

297

Data analysis tools Budgeting apps Financial planning Business intelligence software

Beginner Bank

Product design financing

2022-10-13

286

Financial planning Fundraising resources Investing Startup financial planning Startup incorporation

Settle

Cash flow management built for ecomm brands

2022-07-27

285

Financial planning Invoicing tools Startup financial planning

FlyCode

Stop losing revenue to failed payments on Stripe

2024-09-17

247

AI Infrastructure Tools Predictive AI Payment processors Financial planning

StellarFi

Build the credit you deserve with the bills you already pay

2022-06-28

236

Credit score tools Financial planning

Benjamin

Anonymously verified money talks

2023-10-19

221

Financial planning Community management Safety and Privacy platforms Social Networking

MRRTracker

Track MRR progress instantly on your macOS toolbar

2024-10-26

206

Accounting software Financial planning Startup financial planning Business intelligence software

Peach

Pay down debt with every swipe

2022-07-26

205

Credit score tools Financial planning Investing

Tender

The inbox for your finances

2024-05-09

201

Accounting software Budgeting apps Financial planning Money transfer

DocuPull

Auto-fill loan applications instantly, share with any lender

2023-11-12

199

AI Content Detection AI Infrastructure Tools Automation tools Financial planning Investing PDF Editor

Vendr Bids

Get bids on any SaaS in 24 hours

2024-02-28

197

Marketplace sites Financial planning Business intelligence software Customer support tools Project management software

How Much to Make

A calculator to help you hit your financial goals

2023-11-27

192

Budgeting apps Financial planning Investing Startup financial planning Business intelligence software Marketing automation platforms Sales enablement

FlyCode Payments

Stop losing revenue to failed payments, boost ARR by 6-8%

2024-04-18

180

AI Infrastructure Tools Predictive AI Payment processors Financial planning Startup financial planning

Provisian

A unified, personal finance platform

2024-08-15

180

Predictive AI Marketplace sites Data analysis tools Financial planning

Uprise Ask Us Anything

Spot-on answers from our CFP financial experts, 100% free

2022-10-23

164

Financial planning Investing

Check Supply

Send checks in the mail

2025-02-03

161

Payment processors Financial planning Invoicing tools Money transfer Online banking

Push App

Simplify group expenses

2024-09-30

159

Payment processors Financial planning Travel Planning Travel apps Project management software Team collaboration software

Notion Ultimate Finance Tracker

Track and manage all your finances from one place

2022-10-15

154

No-code platforms Budgeting apps Financial planning Notion Templates

Causal 2.0

Put finance on autopilot & get back to growing your business

2024-03-19

137

Data analysis tools Budgeting apps Financial planning Books

Ultimate Financial Health OS

Strengthen your financial health systematically

2023-10-15

136

Code editors Budgeting apps Financial planning

ChargebackStop

Stop 99% of chargebacks, built for Stripe + SaaS

2023-11-07

136

Payment processors Financial planning Startup financial planning Compliance software Customer support tools Security software

Uprise Embedded

Embed AI+human financial advisory on your platform

2023-08-08

131

Marketplace sites Budgeting apps Financial planning Dating apps

Yenny

Simple Japanese Yen currency converter

2024-07-04

131

Payment processors Financial planning Investing Money transfer

Houmify

Homeowners' personalized AI assistant

2024-09-07

130

AI Chatbots AI Infrastructure Tools Financial planning

IRS Direct File pilot

File your federal taxes directly with the IRS, for free

2024-03-17

128

Accounting software Financial planning Money transfer Online banking Tax preparation

FInance OS

Finances simplified in a cohesive and connected manner

2023-02-12

119

Accounting software Budgeting apps Financial planning Notion Templates

Global Predictions PortfolioPilot

Intelligent portfolio management for self-directed investors

2022-11-15

118

Predictive AI Marketplace sites Financial planning Investing

Woney

The free, fun, and effective way to learn about finances

2023-09-15

112

Budgeting apps Financial planning Investing Online learning

Kairos Financial

Wealth management for the rest of us

2023-07-15

111

Code editors Financial planning

Runway by GrowSurf

Free financial planning & analysis tool for startups

2025-02-21

110

Budgeting apps Financial planning Fundraising resources Crowdfunding

Letter

Thoughtful finance and modern wealth management

2022-12-14

108

Financial planning Fundraising resources Investing

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