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Best 3 Tools for Creating Financial Presentations in 2025

Design compelling presentations that communicate financial data and insights to stakeholders clearly. Essential for finance teams who need to present complex financial information in an accessible and persuasive format.

3 active tools
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LiveFlow

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LiveFlow is a financial planning and analysis platform built to automate reporting for businesses using QuickBooks Online and Xero. Think of it as a bridge between your accounting software and spreadsheets, but much smarter.

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Causal

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Causal is a financial modeling and planning platform designed to replace traditional spreadsheets for number-crunching tasks. Instead of working with cells and complex formulas, you build models using variables that represent real business concepts like Revenue, Costs, or Headcount.

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Forecastr

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Forecastr is a "financial planning and CFO services platform" that helps startups and small businesses create accurate financial forecasts and make data-driven decisions. The platform combines sophisticated financial modeling software with human expertise from experienced CFOs and financial analysts.

Best 3 Tools for Creating Financial Presentations in 2025