Best Financial Modeling Software in South America - Page 2

Be confident about your growth path. We have worked with investors. Our software predicts your cash runway, growth trajectory, and more. You can make strategic decisions and raise funds with confidence. Your forecast and business strategy should be driven by key business metrics and not arbitrary markups. If you have any questions, a SaaS finance expert can help. Do you have an existing model? We will port it. There is no need to create logic from scratch. Enter inputs to get trusted results, KPIs and charts. Our SaaS-specific tool has pre-built logic and smart default inputs that can be tailored to your company's size. We are not for you if you don't have a SaaS business. First, you will need to answer 10 questions about your company. FlowCog then generates your model automatically. Now you can start fine-tuning your model and seeing the results. FlowCog is your finance sidekick. Using AI and your onboarding responses, FlowCog predicts the appropriate default inputs (that can be changed).

Leverage our effective templates to swiftly create a financial model, even without any background or knowledge in finance. You can conveniently share a live link with interested investors or easily export the complete model to a well-organized spreadsheet in just one click. Implement dynamic hiring guidelines and project the growth trajectory of your team over time. Set up and automatically compute customized KPIs tailored to your specific business needs. The model allows you to generate shareable branded live links to gather feedback and track analytics. Instantly assess your business's value using standard discounted cash flow (DCF) methods. Collaborate with your teammates or mentors to enhance the model together. Sturppy was designed to serve as a versatile tool for all founders, irrespective of their industry, niche, skill level, monetization approach, or funding situation, ensuring that everyone can benefit from its capabilities. With this platform, you can confidently navigate the intricacies of financial modeling while focusing on your core business objectives.

The Modelscape solution streamlines the management of financial models' lifecycle for financial institutions, enhancing documentation, transparency, and compliance. By adopting this solution across the entire model lifecycle, users can take advantage of standardized workflows, automated documentation processes, and seamless artifact linking. This approach allows for the horizontal and vertical scaling of algorithms, models, and applications. Additionally, it supports various enterprise infrastructures and programming languages, including Python, R, SAS, and MATLAB. Comprehensive tracking of issues throughout the model lifecycle is facilitated by full model lineage and detailed reporting on issues and usage. An executive dashboard provides insights into model data, enables custom algorithm execution, and offers automated workflows, all while granting web-based access to a thorough, auditable inventory of models and their dependencies. Users can also develop, back-test, and document their models and methodologies effectively. This solution significantly enhances the transparency, reproducibility, and reusability of financial models, while also automatically generating the necessary documentation and reports to support ongoing compliance efforts. In doing so, it empowers financial institutions to maintain high standards in model governance and operational efficiency.

Combining expert consultation with a top-tier Excel tool, you can gain a firm grasp of financials whether you're a startup, an established company, or anywhere in between, resulting in an exceptional blend of insight and technology. Tailored financial modeling is available to cater to your unique forecasting needs, leading to enhanced predictions and greater accuracy in your financial outlook. You can create reports in precisely the format you desire, offering clarity and professionalism in your financial projections. This allows you to showcase your financial capabilities by presenting forecasts in a manner that aligns with the expectations of banks and other investment sources. With a seamless printing approach, you can generate high-quality reports effortlessly, eliminating the hassle of formatting spreadsheets for presentations. Rely on our combined expertise and technology to establish a dependable process and accurate figures, empowering you to make a significant impact in your financial endeavors. Ultimately, our service not only streamlines your financial reporting but also enhances your overall strategic decision-making process.

Consolidate your historical financial information in one place to enable immediate financial projections and pro forma calculations. Utilizing a machine learning-driven methodology, the platform employs algorithms to refine and triangulate crucial forecasting assumptions, allowing users to visually modify these factors to better suit their needs. Generate tailored reports and dashboards that present easy-to-digest analyses, including operational metrics, financial trends, and various key performance indicators. RMI Insights serves as a cloud-based financial modeling automation tool that leverages machine learning, empowering accounting firms and small businesses to effectively strategize for their financial futures without relying on outdated and error-prone spreadsheet methods. This versatile platform is source-agnostic, enabling you to upload or connect your historical financial data in any format, such as Excel, PDF, or CSV, along with direct integration from accounting systems. After extracting your historical data, RMI Insights organizes it into a standardized format for seamless analysis, ensuring that financial planning becomes more efficient and reliable than ever before. With RMI Insights, you can confidently navigate the complexities of financial forecasting and streamline your decision-making processes.

Customized financial models, advanced KPI dashboards, and insightful recommendations from our specialists empower you to enhance customer loyalty, secure funding, and surpass your goals, all supported by our team's wealth of knowledge and experience. These tools are designed for you to easily access or present to your board or venture capital team. Employing a full-time executive can be a significant financial burden, but our service provides the advantages of extensive SaaS finance expertise at a fraction of the typical cost. We are deeply immersed in SaaS financial matters every single day, effectively becoming an integral part of your team. The SaaS model diverges from conventional business practices, and your financial systems should reflect that difference. Eliminate uncertainty regarding the optimal ways to leverage your data; we have established SaaS-specific frameworks for your metrics to facilitate precise business decisions in collaboration with our knowledgeable team. Regardless of whether you're facing resource constraints or simply lack the time to strategize effectively, we are committed to addressing the unique needs of your business and helping you thrive in the competitive landscape. Our approach ensures that you are not just keeping pace but are also positioned for growth and success.

Prepare to captivate investors and accelerate your growth. Eliminate uncertainty by showcasing compelling, data-backed figures that will leave a lasting impression. Collaborate with specialists to develop a reliable revenue projection that you can stand behind confidently. Our team of financial experts for startups will help you create a tailored financial model that resonates with you, ensuring you shine in front of potential investors. Experience an online financial model that's not only powered by your data but also automated and intelligent. With our user-friendly interface, you can craft a solid budget in mere minutes, all without needing to write any formulas. Adjust parameters effortlessly using our assumptions feature and straightforward UI. Integrate your accounting software, like QuickBooks or Xero, to automatically import your actual expenses and maintain an accurate budget. With just a few clicks, you can connect your financial model to your accounting system, allowing for real-time updates and enhanced future forecasting. Additionally, incorporate your sales pipeline data to refine your short-term predictions and improve your strategic planning. This comprehensive approach will ensure you are always prepared and informed.

Cost centers have the ability to enter their data directly into a unified platform. Ensure that everyone is aligned by comparing actual results with forecasts and gathering insights on discrepancies as part of your analysis process. Regardless of whether you refer to last year’s figures or apply a zero-based approach, it is essential to establish precise revenue targets to unify the team. Utilize Finicast to model and project your financial statements effectively. Revenue can be forecasted using historical data along with a comprehensive range of relevant business dimensions. Assess sales performance across various segments, products, and verticals to enhance predictions for future bookings and requirements. Import historical data and incorporate algorithms to facilitate a uniform scoring and segmentation analysis. Optimize coverage and establish quotas that are linked to your sales forecasts. Encourage sales activities by designing plans tailored for teams, regions, and products. Additionally, anticipate pipeline activity by analyzing historical trends, current channels, budgets, and other vital business dimensions. This comprehensive approach ensures all aspects of the sales process are integrated, providing a clearer pathway to achieving strategic financial goals.

Valere is crafted to assist asset managers, investors, lenders, and brokers in making well-informed choices regarding their assets. It provides solutions for assessing value during acquisitions or sales, conducting comprehensive cash flow analyses, and gaining insights into overall financial performance. Additionally, it focuses on optimizing the performance of your assets across the entire investment lifecycle, thereby streamlining the budgeting process. With the goal of transforming your data into strategic investment decisions, Valere allows for efficient management of various property valuations, investments, budgets, and portfolios, ensuring a holistic approach to asset management. This comprehensive tool ultimately empowers professionals to elevate their investment strategies and achieve better results.

Discover new investment prospects, optimize your time, and focus on the most promising opportunities. Incorporating StarMine into your investment strategy is akin to enhancing your team with the expertise of a full research division composed of PhD-level professionals. Our comprehensive collection of quantitative models and analytics addresses essential factors such as value, momentum, ownership, risk, and quality. By utilizing StarMine’s data-driven insights, you can enhance the speed and quality of your investment decisions, making the stock selection process significantly more efficient. For instance, SmartEstimates prioritizes the latest predictions from top analysts, enabling you to forecast future earnings and anticipate analyst changes accurately. Furthermore, StarMine empowers you to explore innovative approaches to your investment tactics, rigorously test your investment theories, and validate your quantitative approaches against industry benchmarks, ensuring a well-rounded investment strategy. This multifaceted tool not only streamlines your decision-making but also fosters a deeper understanding of market dynamics.

The era of manually transferring actuals from multiple sources each month is over. Runway seamlessly integrates with your accounting systems, HRIS, data warehouses, and various other tools to ensure that your forecasts remain current with the latest actuals automatically. You can now write formulas that are easy for anyone to understand. Runway's native scenario comparison feature eliminates the need for duplicating sheets and tabs, allowing you to assess various plans and outcomes to determine the most effective strategies for achieving your ambitious objectives. With the help of Runway Copilot, you can generate scenarios in mere seconds; simply enter a prompt, and Runway will create actionable plans by leveraging your model and the real-time data from your connected applications. By providing human-readable formulas and supporting over a hundred integrations, modeling essential financial metrics has never been simpler or more precise, ensuring that you can focus on driving your business forward. This streamlined process not only saves time but also enhances decision-making quality.

Oracle Hyperion Financial Management is a robust web-based platform that provides a unified solution for global financial consolidation, reporting, and analysis, all within a scalable software framework. This application leverages cutting-edge technology while ensuring that the finance department within an organization can effectively own and manage it. The latest iteration of the web user interface has been significantly improved for better usability and to align more closely with other Hyperion offerings. It facilitates smoother navigation between various applications while also enabling users to access an array of modules and documents seamlessly. Additional features include the Point of View bar, Member Selector, and enhancements related to Journals, Data Forms, and Data Grids. Moreover, users can conveniently access dimension member properties from various components such as the Member Selector, data forms, data grids, journals, or Process Management tools, making it easier to manage financial data comprehensively. This holistic approach ensures that finance teams can efficiently handle their financial tasks with greater flexibility and precision.

Quantrix Modeler is an innovative application designed for business and financial modeling that overcomes the challenges and risks associated with conventional spreadsheets. It offers the most powerful and adaptable environment for professionals seeking to intuitively simulate financial and operational scenarios, utilizing our proprietary high-speed multi-dimensional calculation engine. With more than 50,000 users spanning numerous companies, Quantrix has established itself as the premier platform capable of delivering the necessary flexibility for comprehensive integrated modeling and analysis across diverse sectors, such as Corporate Finance, Real Estate & Investment, Energy, Agriculture, and specialized Finance. The foundation of our multi-dimensional modeling platform is built upon Quantrix Modeler and its advanced calculation engine, which together enable users to derive insights and drive decision-making effectively. Ultimately, this unique approach allows businesses to move beyond the constraints of traditional tools and embrace a more dynamic way of modeling their operations.

Our powerful API enables the creation of sophisticated user experiences, which are trusted by top investment advisors who rely on AdvisoryWorld’s web applications to enhance their wealth management processes. Users can search for and evaluate investment opportunities through a multitude of criteria, including asset classification, manager tenure, performance metrics, and detailed investment styles. Investments can be effectively compared using diversification and performance statistics that encompass Asset Allocation, Hypothetical Historical Performance, and various MPT metrics like Standard Deviation and Sharpe Ratio, among others. Additional comparisons can be made based on P/E Ratio, Duration, Expense Ratio, geographic factors like Country and Region, as well as Sector and Equity Overlap, while adhering to Standardized Returns as mandated by FINRA. Creating customizable Asset Fact Sheets and side-by-side investment comparisons is straightforward and user-friendly. With institutional-grade financial modeling tools integrated into a streamlined user interface, users can construct and assess portfolios with ease. Furthermore, the platform allows for thorough analysis of how factors like dividend reinvestment, capital gains, fees, sales charges, and rebalancing rates impact portfolio growth over time, ensuring a comprehensive wealth management experience.

Risk Explorer™ is a pivotal tool in enterprise risk modeling, utilized across more than 30 nations globally. As our premier platform for risk and financial modeling, it boasts sophisticated analytics and high-performance simulation capabilities that are both adaptable and user-friendly. A diverse array of users—including insurers, reinsurers, reinsurance brokers, regulatory bodies, and consultants, ranging from small firms to industry giants—leverages Risk Explorer’s cutting-edge modeling features and reliable technology to enhance value within their organizations. The software’s engineering design, combined with its intuitive interface, facilitates the rapid construction of even the most complex corporate risk models within a matter of days once all risks are defined. This swift implementation ultimately leads to the prompt realization of commercial advantages gained from effective financial modeling. Additionally, Risk Explorer™ continuously evolves to meet the changing needs of the industry, ensuring that users remain at the forefront of risk management practices.

XERAS has been the financial modeling tool of choice for cost-focused mining companies for nearly 30 years. XERAS is a strategic modeling environment that is both flexible and rigorous, specifically designed for the mining industry. XERAS enhances your financial planning process by applying control and consistency to ensure transparency. It also allows for effective corporate governance.

CrossVal is an SaaS platform which automates financial modeling for startups, enterprises and investment funds. Our key differentiation is that we cross-validate our models using existing data. CrossVal can build highly accurate models in a variety of industries and sectors.

While we won't delve into whether modeling leans more towards science or art, we can agree that starting with top-notch data is crucial. Daloopa simplifies your workflow by extracting and organizing information from a vast array of financial reports, investor presentations, and supplementary data files. This allows you to efficiently kick off your projects. No matter if you're utilizing our data sheets, relying on your own models, or using those from other sources, Daloopa’s one-click updating feature alleviates your workload by seamlessly filling in any missing quarters with hard-coded figures. Navigating just your portfolio companies during earnings season can be overwhelming, let alone keeping tabs on the broader industry. With Daloopa's KPI builder, you can take a step back for a comprehensive overview, benefitting from automatic updates each quarter. The extensive historical data offered by Daloopa equips you to excel in a market that demands increased efficiency. By clarifying your hypothesis ahead of time, you can stay ahead of the curve as conditions shift. This proactive approach ensures you’re always ready to adapt to new information and insights.

Utilize spreadsheet applications that empower improved business decision-making. Optimize your current financial modeling strategies. Speed up data integration through robust APIs. Collaborate effectively with teams, regardless of their size, to enhance productivity and outcomes.

FinModelsLab offers an extensive collection of financial model templates tailored to various industries, alongside Excel dashboards, business plan formats, and pitch deck designs. Recognizing that developing a comprehensive business plan with financial forecasts, a compelling pitch deck, or a functional Excel dashboard can require significant time and effort, we have established a web repository featuring more than 1500 customizable business templates suitable for numerous applications. With a dedication of over 10,000 hours to the creation of these specialized financial forecasting model templates in Excel, we provide users—including C-level executives, entrepreneurs, investors, and startup founders—with a wealth of structured financial modeling expertise and best practices, empowering them to generate effective financial projection templates. Our commitment to offering these resources aims to streamline the financial planning process for users at all levels of experience.