Best Financial Dashboards in 2026

Sharesight suits investors who want to track investments and dividends across supported asset types, or businesses managing client portfolios.

Agicap

Agicap is intended for finance teams, decision-makers and treasurers handling daily cash management.

It suits businesses, not-for-profits and accountants that need budgets, forecasts, KPI reporting or group consolidations in a browser app.

Baremetrics

It suits SaaS and subscription businesses measuring recurring revenue and customer behavior.

Zoho Analytics

It suits teams that need to combine data sources, build dashboards, and manage report access.

Dryrun

Dryrun suits CFOs, finance teams, businesses, and trusted advisors who need scenario-based cash flow projections.

Cash Flow Frog suits small and mid-sized businesses, accountants, and bookkeepers who need rolling cash forecasts and scenario planning.

CashAnalytics is aimed at finance teams in large companies, including mid-tier private companies and listed multinationals.

Fathom

Fathom suits business managers, accounting advisors and franchises that need financial reporting, analysis or forecasting.

Float is aimed at growing finance teams managing cash flow forecasts and scenarios.

Futrli

Futrli suits people managing their own business finances or working with accounting clients who need forecasts and reports.

Spotlight Reporting

It suits organizations needing web-based reporting, forecasting, consolidation, and scenario planning.

Pulse fits small businesses that need cash-flow entry, forecasting, scenario planning, and shared projections.