Company lists · Data refreshed September 2026

Top 25 Financial planning and analysis software companies based in Australia

RevenueBase identified 48 company matches for financial planning and analysis software companies associated with Australia as of September 2026 and tracks 541 professional contacts across them, including 336 with verified work emails and 50 with mobile numbers. Sydney is the largest hub.

This list covers company matches for financial planning and analysis software companies associated with Australia, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list RevenueBase SmartSearch · Exact Recorded Sep 2, 2026 How this list was built
48Companies
541Contacts tracked
336Verified emails
50Mobile numbers
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The 25 largest financial planning and analysis software companies based in Australia

Ranked by team size
Top 25 of 48 company matches for financial planning and analysis software companies based in Australia, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Sep 2, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#CompanyRevenueBase SmartSearchHeadquartersEmployeesContacts
1Exact matchNorth Sydney, Australia201-500281 contacts →

Exact match

“DoGoodTM1 Cubewise is a global consulting and software company focused on solving the hard problems of FP & A solutions using the IBM Planning Analytics / TM1 platform.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
2Exact matchSydney, Australia51-20028 contacts →

Exact match

“Cortell Australia is a globally recognised and award-winning company specialising in FP & A and EPM.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
3Exact matchSydney, Australia51-20026 contacts →

Exact match

“Acterys is a global leader in integrated smart business applications, designed to seamlessly integrate with self-service analytics platforms like Power BI and Excel.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
4Exact matchSydney, Australia11-5018 contacts →

Exact match

“MODLR, short for Modeler, is the world's first Multidimensional Collaborative Spreadsheet.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
5Exact matchTownsville City, Australia11-5015 contacts →

Exact match

“Calxa helps not-for-profits, small businesses and accountants to save time with budgets and cashflow forecasts.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
6Exact matchSydney, Australia11-5015 contacts →

Exact match

“Castaway Forecasting was founded on the fundamental belief that Small and Medium Enterprises (SMEs), and their advisors, have the power to move the world forward.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
7Exact matchWest Leederville, Australia11-5014 contacts →

Exact match

“Plutosoft was created by financial planners for financial planners.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
8Exact matchSydney, Australia51-20012 contacts →

Exact match

“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
9Exact matchSydney, Australia11-5011 contacts →

Exact match

“Our focus is Digitising Financial and Operational Planning, the transformation of our clients’ financial and operational planning, analytics and reporting function, inclusive of…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
10Exact matchSt Leonards, Australia11-509 contacts →

Exact match

“AstuteWheel provides Financial Planning Software used by premium advisers across Australia to provide a better level of advice to their clients in a way they can understand and…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
11Exact matchWyong, Australia1-109 contacts →

Exact match

“Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
12Exact matchSydney, Australia51-2008 contacts →

Exact match

“COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
13Exact matchDallas, Australia51-2007 contacts →

Exact match

“As of December 12th we'll be moving to our new insightsoftware page.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
14Exact matchBrisbane, Australia11-507 contacts →

Exact match

“FP & A Specialists.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
15Exact matchMilsons Point, Australia1-106 contacts →

Exact match

“The CFO Group provides software and services to CFOs for the delivery of planning and reporting systems.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
16Exact matchSouth Melbourne, Australia1-106 contacts →

Exact match

“We provide Financial Modelling and Model Management Services.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
17Exact matchMelbourne, Australia11-505 contacts →

Exact match

“Essatto does many of the things that your Accounting or ERP system can’t easily do.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
18Exact matchSydney, Australia1-105 contacts →

Exact match

“Our financial models and reporting systems bring structure, clarity and discipline to every part of the business.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
19Exact matchMelbourne, Australia1-105 contacts →

Exact match

“OYB International delivers outcome‑based FP & A transformation for Australian mid‑market finance teams.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
20Exact matchBrisbane, Australia1-104 contacts →

Exact match

“CFO Support On Demand | Modelling | Corp Finance | Financial Planning & Analysis | Reporting”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
21Exact matchSydney, Australia1-104 contacts →

Exact match

“A next-generation FP & A tool for extended reporting, planning and analysis.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
22Exact matchMelbourne, Australia1-103 contacts →

Exact match

“After years of personal and professional experience, we founded Marginfy to help individuals and teams make their business dreams a reality.”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
23Exact matchBrighton, Australia1-103 contacts →

Exact match

“Financial planning software that leverages our powerful optimisation algorithm to generate a comprehensive financial plan in minutes!”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
24Exact matchCaringbah, Australia1-102 contacts →

Exact match

“FINANCIAL STRATEGIC INSIGHTS offers the following services: • Financial Health Checks • Customer and Market Profitability Analysis • Break-even Point Analysis • Interactive…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase
25Exact matchSydney, Australia1-102 contacts →

Exact match

“Brydens BI develops long-term relationships with leading Finance teams to design, deliver and support modern financial planning, reporting, forecasting, consolidation and business…”

Recorded in the RevenueBase company graph · Sep 2, 2026 · View company records in RevenueBase

Showing 25 of 48 financial planning and analysis software companies based in Australia

See the full list, filter by size, metro and specialty, and access 336 tracked professional contacts with verified work emails. Direct dials are available where recorded.

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Financial planning and analysis software companies based in Australia at a glance

As of Sep 2, 2026
62.1%Verified-email coverage
9.2%Mobile-number coverage
11.3Average contacts per company
1-10Median size (employees)
33.3%Largest-city concentration · Sydney
Sep 2, 2026Page data refreshed

Companies by employee count

1-10
31
11-50
10
51-200
6
201-500
1

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies
Company records associated with Australia whose business descriptions match “financial planning and analysis software companies” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch
Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview
The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality
RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
Ranking
Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification
Every displayed company carries at least one verified work email. RevenueBase tracks 336 professional contacts with verified work emails across the full matched dataset. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh
This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Record context
Company records and descriptions can change. Check the company's website for its current services and locations.

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial planning and analysis software companies”; each Exact match badge shows search membership, not an individual similarity or quality score.

How many financial planning and analysis software companies are there based in Australia?

RevenueBase identified 48 company matches for financial planning and analysis software companies associated with Australia as of September 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Cubewise tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial planning and analysis software companies?

Sydney leads with 16 company records, followed by Brisbane (6) and Melbourne (4).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 336 professional contacts with verified work emails tracked across these 48 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.