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Best Financial Dashboards in 2026

Financial dashboard tools bring financial data into views for monitoring and planning. This list is for people comparing software costs, platforms and ways to handle finance data.

  1. 1

    Sharesight

    by Sharesight
    Free plan AndroidAPIiPhone+1

    Sharesight brings investment tracking, dividend updates, and reporting into one portfolio service, with a free tier for a small portfolio.

    7.0 Free plan · paid from $7/mo (annual) · 14-day trial Visit site
  2. 2

    Agicap

    by Agicap
    Free trial AndroidAPIiPhone+1

    Agicap brings forecasting, payments, collections, and reconciliation into a cash-management platform, with web, mobile, and API access.

    6.6 Pricing on request Visit site
  3. 3

    Zoho Analytics

    by Zoho Analytics
    Free plan Self-hosted

    Zoho Analytics offers broad data connections, visualization choices and access controls, with cloud and on-premise deployment options.

    6.5 Free plan · paid from $24/mo (annual) · 15-day trial Visit site
  4. 4

    ClicData

    by ClicData
    Free trial AndroidAPIiPhone+5

    ClicData combines data preparation with embedded dashboards and several connectivity options for software products.

    6.3 Free plan Visit site
  5. 5

    Baremetrics

    Free trial APIWeb

    Baremetrics combines subscription metrics and forecasting with separate cancellation and failed-payment tools. Check the plan’s integration allowance and add-on costs before selecting a tier.

    6.2 From $75/mo · 14-day trial Visit site
  6. 6

    ChartMogul

    Free plan Web

    ChartMogul combines revenue analysis, customizable forecasts, and multi-source data connections.

    6.2 Free plan · paid from $1,188/yr · 14-day trial Visit site
  7. 7

    AccountsIQ

    by AccountsIQ
    Paid AndroidAPIiPhone+1

    AccountsIQ covers core accounting, consolidation, reporting, approvals, and integrations for growing finance teams.

    6.1 Pricing on request Visit site
  8. 8

    Calxa

    by Calxa
    Free trial Web

    Calxa combines budgeting, forecasting, reporting, and consolidation with integrations for several accounting systems.

    6.0 30-day trial Visit site
  9. 9

    Cash Flow Frog

    Free trial Web

    Choose Cash Flow Frog if you need rolling cash forecasts, scenario planning, or consolidated cash reporting tied to accounting data.

    5.9 From $55/mo · 14-day trial Visit site
  10. 10

    Dryrun

    by Dryrun
    Free trial Web

    Choose Dryrun if your team needs cash forecasts, scenario comparisons, and multi-entity consolidation in a web product.

    5.8 Pricing on request Visit site
  11. 11

    Fathom

    Free trial Web

    Fathom combines management reporting, analysis, forecasting, and multi-entity consolidation.

    5.8 From $59/mo · 14-day trial Visit site
  12. 12

    Kubera

    Free trial AndroidiPhoneWeb

    Kubera brings connected and manually entered assets into a detailed wealth view across web and mobile.

    5.8 From $250/yr · 14-day trial Visit site
  13. 13

    Float

    by Float
    Free trial Web

    Choose Float if your finance team forecasts from Xero or QuickBooks Online and needs scenario planning, payment visibility, and team collaboration.

    5.7 From $105/mo (annual) · 14-day trial Visit site
  14. 14

    Futrli

    by Futrli
    Free trial Web

    Futrli brings forecasting, reporting, consolidation, and scheduled distribution into a browser-based workspace.

    5.6 From $40/mo · 14-day trial Visit site
  15. 15

    CashAnalytics

    by CashAnalytics
    Paid Web

    Choose CashAnalytics if your finance team needs customizable cash forecasting, bank and ERP data connections, and a workflow for collecting and consolidating subsidiary forecasts.

    5.5 Pricing on request Visit site
  16. 16

    Pulse

    Free trial Web

    Pulse brings cash-flow projections, scenario changes and collaboration into a web-based tool for small businesses.

    5.5 From $29/mo · 30-day trial Visit site
  17. 17

    IDU

    by IDU
    Paid Web

    IDU brings budgeting, forecasts, variance review, and consolidation into a web-based system.

    5.1 Pricing on request Visit site
  18. 18

    Spotlight Reporting

    Paid Web

    Spotlight Reporting combines reporting, forecasting, and consolidation, with plan limits that distinguish single-organization use from larger groups.

    4.9 From $35/mo · 14-day trial Visit site
  19. 19

    Joiin

    Paid Web
    4.3 From $28/mo · 14-day trial Visit site
  20. 20

    Fingage

    Paid Web
    4.2 Pricing on request Visit site

#1Places #1, #2, #3, #4, #5 on this list can be bought by the makers of the software on it. See the price

Compare free plans, paid starting prices and trial terms before choosing. Check financial data sources, accounting integrations, scheduled reports, cash flow views and deployment options. If you need to read or change code, check the licence.

Questions

Do financial dashboard tools offer free plans?

A free plan is offered by items on this list, while other tools use paid plans or trials. Check the pricing details for the tool you are considering.

Are free trials available for these dashboards?

A free trial is offered by items on this list. Listed examples include 14-day trials for Baremetrics, Cash Flow Frog, ChartMogul and Fathom.

Which tools list a starting price?

Baremetrics starts at $75 per month, Cash Flow Frog at $55 per month, Fathom at $59 per month and ChartMogul at $1,188 per year for paid access.

Can I run a dashboard through an API or self-host it?

Platforms on this list include web, iOS, Android, API, self-hosted and Windows options. Check the platform details for the tool you want.

What should I compare besides price?

Compare financial data sources, accounting integrations, scheduled reports, cash flow views and deployment, along with free-plan and trial terms.

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