Company lists · Data refreshed September 2026

Top 25 Financial planning and analysis software companies based in Australia

Name: Financial planning and analysis software companies based in Australia
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 48 companies tracked

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, how directly it supports the match, 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 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 Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

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 financial planning and analysis software companies based in Australia, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial planning and analysis software companies: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	CubewiseStrong evidence	North Sydney, Australia	201-500	281
	“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: company website · checked Sep 2, 2026
2	Cortell AustraliaIndirect evidence	Sydney, Australia	51-200	28
	“Cortell Australia is a globally recognised and award-winning company specialising in FP & A and EPM.” Source: company website · checked Sep 2, 2026
3	Acterys Plan To SucceedIndirect evidence	Sydney, Australia	51-200	26
	“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: company website · checked Sep 2, 2026
4	MODLRIndirect evidence	Sydney, Australia	11-50	18
	“MODLR, short for Modeler, is the world's first Multidimensional Collaborative Spreadsheet.” Source: company website · checked Sep 2, 2026
5	CALXAIndirect evidence	Townsville City, Australia	11-50	15
	“Calxa helps not-for-profits, small businesses and accountants to save time with budgets and cashflow forecasts.” Source: company website · checked Sep 2, 2026
6	Castaway ForecastingIndirect evidence	Sydney, Australia	11-50	15
	“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: company website · checked Sep 2, 2026
7	Plutosoft Financial Planning SoftwarePartial evidence	West Leederville, Australia	11-50	14
	“Plutosoft was created by financial planners for financial planners.” Source: company website · checked Sep 2, 2026
8	AdviserlogicStrong evidence	Sydney, Australia	51-200	12
	“AdviserLogic is an easy-to-use, modern financial planning software designed to help you power your advice business and enhance client engagement.” Source: company website · checked Sep 2, 2026
9	GK HorizonsStrong evidence	Sydney, Australia	11-50	11
	“Our focus is Digitising Financial and Operational Planning, the transformation of our clients’ financial and operational planning, analytics and reporting function, inclusive of…” Source: company website · checked Sep 2, 2026
10	AstutewheelStrong evidence	St Leonards, Australia	11-50	9
	“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: company website · checked Sep 2, 2026
11	JazoodlePartial evidence	Wyong, Australia	1-10	9
	“Jazoodle is an Australian company focused on creating platforms that improve financial decision-making.” Source: company website · checked Sep 2, 2026
12	Coin SoftwareStrong evidence	Sydney, Australia	51-200	8
	“COIN is Rubik Financial's financial planning software business*, providing smart technology for financial advisers who want to work smarter, not harder.” Source: company website · checked Sep 2, 2026
13	CalumoIndirect evidence	Dallas, Australia	51-200	7
	“As of December 12th we'll be moving to our new insightsoftware page.” Source: company website · checked Sep 2, 2026
14	Digital CommerceIndirect evidence	Brisbane, Australia	11-50	7
	“FP & A Specialists.” Source: company website · checked Sep 2, 2026
15	CFO Group PTY LTDStrong evidence	Milsons Point, Australia	1-10	6
	“The CFO Group provides software and services to CFOs for the delivery of planning and reporting systems.” Source: company website · checked Sep 2, 2026
16	The Mango MethodPartial evidence	South Melbourne, Australia	1-10	6
	“We provide Financial Modelling and Model Management Services.” Source: company website · checked Sep 2, 2026
17	Essatto SoftwareIndirect evidence	Melbourne, Australia	11-50	5
	“Essatto does many of the things that your Accounting or ERP system can’t easily do.” Source: company website · checked Sep 2, 2026
18	Kandui GroupPartial evidence	Sydney, Australia	1-10	5
	“Our financial models and reporting systems bring structure, clarity and discipline to every part of the business.” Source: company website · checked Sep 2, 2026
19	OYB International PTY LTDIndirect evidence	Melbourne, Australia	1-10	5
	“OYB International delivers outcome‑based FP & A transformation for Australian mid‑market finance teams.” Source: company website · checked Sep 2, 2026
20	Model Answer Commercial IntelligenceStrong evidence	Brisbane, Australia	1-10	4
	“CFO Support On Demand \| Modelling \| Corp Finance \| Financial Planning & Analysis \| Reporting” Source: company website · checked Sep 2, 2026
21	XPNAStrong evidence	Sydney, Australia	1-10	4
	“A next-generation FP & A tool for extended reporting, planning and analysis.” Source: company website · checked Sep 2, 2026
22	MarginfyIndirect evidence	Melbourne, Australia	1-10	3
	“After years of personal and professional experience, we founded Marginfy to help individuals and teams make their business dreams a reality.” Source: company website · checked Sep 2, 2026
23	PrimesolveStrong evidence	Brighton, Australia	1-10	3
	“Financial planning software that leverages our powerful optimisation algorithm to generate a comprehensive financial plan in minutes!” Source: company website · checked Sep 2, 2026
24	Financial Strategic Insights PTY LTDStrong evidence	Caringbah, Australia	1-10	2
	“FINANCIAL STRATEGIC INSIGHTS offers the following services: • Financial Health Checks • Customer and Market Profitability Analysis • Break-even Point Analysis • Interactive…” Source: company website · checked Sep 2, 2026
25	Brydens BIStrong evidence	Sydney, Australia	1-10	2
	“Brydens BI develops long-term relationships with leading Finance teams to design, deliver and support modern financial planning, reporting, forecasting, consolidation and business…” Source: company website · checked Sep 2, 2026

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

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

As of Sep 2, 2026

1-10Median size (employees)

SydneyLargest hub · 16 HQs

50Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

11-50

51-200

201-500

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 evidence 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 SmartSearch, 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.
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 an evidence 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

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.

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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.