Company lists · Data refreshed September 2026

Top 25 Financial planning and analysis software companies based in Australia

RevenueBase identified 48 financial planning and analysis software companies headquartered in 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 financial planning and analysis software companies headquartered in Australia, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, its RevenueBase Smart Search rating, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase Smart Search, 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 Smart Search rating on every row Refreshed Sep 2, 2026 86% judged on-target in blind review
48Companies
541Contacts tracked
336Verified emails
50Mobile numbers
Explore this list → Free signup · no credit card · 500 free credits

The 25 largest financial planning and analysis software companies based in Australia

Ranked by team size
Top 25 of 48 financial planning and analysis software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. RevenueBase Smart Search rates how each company's information relates to financial planning and analysis software companies: strong evidence (its own description names it), partial (names part of it), indirect (matched on the rest of its profile rather than the description shown). Click a contact count to view that company's people.
#CompanyRevenueBase Smart SearchHeadquartersEmployeesContacts
1Strong evidenceNorth Sydney, Australia201-500281 contacts →

Strong evidence

“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.”

Source: RevenueBase Database · checked Sep 2, 2026
2Indirect evidenceSydney, Australia51-20028 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
3Indirect evidenceSydney, Australia51-20026 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
4Indirect evidenceSydney, Australia11-5018 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
5Indirect evidenceTownsville City, Australia11-5015 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
6Indirect evidenceSydney, Australia11-5015 contacts →

Indirect evidence

“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.”

Source: RevenueBase Database · checked Sep 2, 2026
7Partial evidenceWest Leederville, Australia11-5014 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
8Strong evidenceSydney, Australia51-20012 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
9Strong evidenceSydney, Australia11-5011 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
10Strong evidenceSt Leonards, Australia11-509 contacts →

Strong evidence

“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…”

Source: RevenueBase Database · checked Sep 2, 2026
11Partial evidenceWyong, Australia1-109 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
12Strong evidenceSydney, Australia51-2008 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
13Indirect evidenceDallas, Australia51-2007 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
14Indirect evidenceBrisbane, Australia11-507 contacts →

Indirect evidence

“FP & A Specialists.”

Source: RevenueBase Database · checked Sep 2, 2026
15Strong evidenceMilsons Point, Australia1-106 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
16Partial evidenceSouth Melbourne, Australia1-106 contacts →

Partial evidence

“We provide Financial Modelling and Model Management Services.”

Source: RevenueBase Database · checked Sep 2, 2026
17Indirect evidenceMelbourne, Australia11-505 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
18Partial evidenceSydney, Australia1-105 contacts →

Partial evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
19Indirect evidenceMelbourne, Australia1-105 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
20Strong evidenceBrisbane, Australia1-104 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
21Strong evidenceSydney, Australia1-104 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
22Indirect evidenceMelbourne, Australia1-103 contacts →

Indirect evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
23Strong evidenceBrighton, Australia1-103 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
24Strong evidenceCaringbah, Australia1-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026
25Strong evidenceSydney, Australia1-102 contacts →

Strong evidence

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

Source: RevenueBase Database · checked Sep 2, 2026

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

See the full list, filter by size, metro and specialty, and get verified emails and direct dials for all 336 reachable decision-makers.

Free signup · no credit card

View the full list →

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

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial planning and analysis software companies, so some rows will be adjacent to the category rather than pure plays. The description and RevenueBase Smart Search rating on every row are there so you can check each match yourself.

Source
The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase Smart Search, the natural-language company search available to every RevenueBase user.
What qualifies
Companies headquartered in Australia whose own description of what they do matches “financial planning and analysis software companies”. Matching reads each company's description, not its industry code or its name.
RevenueBase Smart Search
RevenueBase Smart Search is how this list is assembled and how each row is rated. RevenueBase's data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to a category defined in a user's own words. Each row is rated strong evidence (its own description names financial planning and analysis software companies), partial evidence (it names part of the category) or indirect evidence (the description shown names none of it and the match rests on the rest of the company's profile). The description supporting each rating is quoted on the row.
What we exclude
Companies whose own description does not clearly place them among financial planning and analysis software companies, and records with no verified work email. Companies headquartered outside Australia are excluded even when they keep an office there.
Match quality
In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and its RevenueBase Smart Search rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
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 listed company carries at least one verified work email, 336 across the full list. 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.
Corrections
Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Frequently asked

What is RevenueBase Smart Search?

RevenueBase Smart Search is how RevenueBase decides which companies belong on this list and how strongly each one fits. Its data engine and AI assess a company's LinkedIn profile, information supplied directly by the company, its website and other publicly available information, then relate it to the category the list is about. Each row is rated strong evidence when the company's own description names financial planning and analysis software companies, partial evidence when it names part of the category, and indirect evidence when the description shown names none of it and the match rests on the rest of the company's profile.

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

RevenueBase identified 48 financial planning and analysis software companies headquartered in Australia as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Cubewise, headquartered in North Sydney, tops this list with the largest team on record.

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

Sydney leads with 16 headquartered companies, 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 the top results, verified emails and direct dials included. Upgrading unlocks all 336 verified decision-maker contacts tracked across these 48 companies.

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.

Ready to reach these companies? Verified emails and direct dials for all 48 financial planning and analysis software companies based in Australia. Start with a free account, no credit card.

Download this list →

Related lists

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 Smart Search, 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.