Sharesight
by SharesightSharesight suits investors who want to track portfolios and dividends across supported asset types.
Free plan From $7 a month, billed yearly AndroidiPhone & iPadWebAPI
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Best Financial Dashboards 2026
Facts read 21 Sep 2026 – 19 Oct 2026
Financial dashboards help you review financial data, connect accounting systems and track cash flow views in one place. They can suit teams that need reports for planning or routine finance work.
The standings: top 10
| Name | In a line | Record score | Price from | Try it free | Runs on | Facts read |
|---|---|---|---|---|---|---|
| 01 Sharesight | Sharesight suits investors who want to track portfolios and dividends across supported asset types. | 5.7 | $7 a month, billed yearly | Free plan | Android, iPhone & iPad, Web, API | 28 Sep 2026 |
| 02 Kubera | 5.2 | $250 a year | Free trial | Android, iPhone & iPad, Web | 8 Oct 2026 | |
| 03 ClicData | 5.0 | — | Free trial | Android, iPhone & iPad, Web, Windows | 19 Oct 2026 | |
| 04 Zoho Analytics | Zoho Analytics suits teams that need to combine data sources, build visualizations, and distribute reports. | 5.0 | Free plan | Free plan | Self-hosted | 28 Sep 2026 |
| 05 Calxa | Calxa suits businesses, not-for-profits, and accountants that need budgets, forecasts, reporting, or group consolidations in a browser app. | 4.9 | $18 a month | Free trial | Web | 30 Sep 2026 |
| 06 Float | It suits growing finance teams and accountants, bookkeepers, or fractional finance leaders advising clients. | 4.9 | $105 a month, billed yearly | Free trial | Web | 30 Sep 2026 |
| 07 Baremetrics | Baremetrics suits SaaS and subscription businesses that need recurring-revenue metrics, forecasting, and recovery workflows. | 4.8 | $75 a month | Free trial | Web, API | 3 Oct 2026 |
| 08 Fathom | 4.8 | — | Free trial | Web | 29 Sep 2026 | |
| 09 Futrli | It suits business owners and people working with accounting clients who need forecasts, reports, consolidation, and scenario planning. | 4.8 | $40 a month | Free trial | Web | 28 Sep 2026 |
| 10 Pulse | 4.7 | $29 a month | Free trial | Web | 7 Oct 2026 |
The list is ordered by newest releases first. It shows the figures makers publish, including plan details and platform support, without a score.
02
Kubera
AndroidiPhone & iPadWeb Record5.2 Visit
03
ClicData
AndroidiPhone & iPadWeb+5 Record5.0 Visit
04
Zoho Analytics
Zoho Analytics suits teams that need to combine data sources, build visualizations, and distribute reports.
Self-hosted Record5.0 Visit
05
Calxa
Calxa suits businesses, not-for-profits, and accountants that need budgets, forecasts, reporting, or group consolidations in a browser app.
Web Record4.9 Visit
6
Float
Web $105 a month, billed yearly Record4.9 Visit It suits growing finance teams and accountants, bookkeepers, or fractional finance leaders advising clients.
7
Baremetrics
WebAPI $75 a month Record4.8 Visit Baremetrics suits SaaS and subscription businesses that need recurring-revenue metrics, forecasting, and recovery workflows.
9
Futrli
Web $40 a month Record4.8 Visit It suits business owners and people working with accounting clients who need forecasts, reports, consolidation, and scenario planning.
12
Agicap
AndroidiPhone & iPadWeb+1 — Record4.4 Visit Agicap is aimed at finance teams, decision-makers, and treasurers managing cash flows.
13
Cash Flow Frog
Web — Record4.4 Visit Cash Flow Frog is aimed at small and mid-sized businesses, accountants, and bookkeepers advising them.
14
Spotlight Reporting
Web $35 a month Record4.3 Visit It suits organizations that need management reporting, multi-entity consolidation, budgeting, and long-range forecasts.
16
CashAnalytics
Web — Record3.7 Visit CashAnalytics is aimed at large organizations, including mid-tier private companies and listed multinationals.
17
ChartMogul
Web $1,188 a year Record3.5 Visit It suits subscription businesses that need revenue trend analysis, forecasting, and data brought together from multiple sources.
Before you choose
Check free access
A free plan lets you use the tool without a paid subscription. A free trial gives temporary access before payment begins; these are separate offers.
Check the listing for a free plan or a trial period before you commit.
Compare paid pricing
Paid pricing may show a starting monthly or annual figure. Published starting prices include $75 per month for Baremetrics, $55 per month for Cash Flow Frog, $59 per month for Fathom and $1,188 per year for ChartMogul.
Pricing can also be listed as on request, as with Fingage.
Review data connections
Review each tool's listed financial data sources and accounting integrations. These fields indicate how a dashboard can receive and relate finance information.
Look at reports and cash flow
Scheduled reports can support recurring updates. Cash flow views focus on movement of money, so compare both fields when planning your workflow.
Choose a deployment
Deployment options span web, iOS, Android, API, self-hosted and Windows platforms. Pick a deployment that matches where you need to access or connect the dashboard.
Questions
Do these financial dashboards have free plans?
Some entries include a free plan; check each listing's plan field for the current option.
Is a trial available before I pay?
Some entries provide a free trial. Trial terms vary by maker.
Which platforms can these dashboards use?
Listed deployment platforms include web, iOS, Android, API, self-hosted and Windows.
Which finance features can I compare?
Review listed financial data sources, accounting integrations, scheduled reports and cash flow views.
How is this list ordered?
It is ordered by newest releases first and shows figures published by the makers. Tools are not scored.
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