CFOs check the same numbers daily. We evaluated 24 tools and ranked the 8 that put them on one screen for $1M–$100M.
Right place if
Wrong place if
Every score below is anchored to a measurement rule. Tools below 90/100 didn't make the list.
This is a desk evaluation, not a hands-on test. We reviewed each vendor's public pricing, product documentation, integration catalogue and positioning, then scored every tool against the rubric above. Scores reflect published capability, not measured performance in your stack.
Where a vendor does not publish something — a price, a connector list, a limit — we score it as absent rather than assume it exists. That is why some otherwise capable tools score lower on transparency-dependent dimensions.
Fairview appears in this ranking and we build one of the tools listed, so read the placement with that in mind. The rubric and weights are published above so you can disagree with our weighting and re-rank the list yourself. We take no affiliate commission from any vendor here. Our full policy is at editorial standards.
What changed: 7 of 8 fit tools refresh live.
Why it matters: Monthly = stale for cash decisions.
What changed: 6 of 8 fit tools ship mobile.
Why it matters: CFOs check on phone.
What changed: 7 of 8 fit tools trace numbers.
Why it matters: Board defensibility.
What changed: 4 of 24 tools dropped per-seat.
Why it matters: Finance teams avoid tax.
$1M–$100M CFOs wanting cash + margin + ARR live on one screen
9.5 / 10
Scored below, not rated externally
$149/mo
15 minutes
Why picked
Where it loses
Verdict: The best financial dashboard software.
$20M+ SaaS finance
8 / 10
4.5 ★ G2
$1,800/mo
2–4 weeks
Why picked
Where it loses
Verdict: Fits $20M+.
Excel-friendly daily view
7.6 / 10
4.5 ★ G2
$1,500/mo
2 weeks
Why picked
Where it loses
Verdict: After FP&A hire.
D2C FP&A dashboard
7.2 / 10
4.6 ★ G2
$1,200/mo
2–3 weeks
Why picked
Where it loses
Verdict: D2C pick.
SMB visual cash
7 / 10
4.5 ★ G2
$29/mo
1 day
Why picked
Where it loses
Verdict: SMB pick.
CPA-led SMB
6.8 / 10
4.6 ★ G2
$44/mo
1 day
Why picked
Where it loses
Verdict: CPA-led pick.
Series C+ board dashboard
6.5 / 10
4.6 ★ G2
Custom (~$30K/yr min)
4–8 weeks
Why picked
Where it loses
Verdict: Wait Series C.
Built-in baseline
5.5 / 10
4.4 ★ G2
$235/mo
1 week
Why picked
Where it loses
Verdict: Built-in baseline.
Cash + margin + ARR live at $149/mo.
SaaS depth.
Excel modeling.
D2C focus.
Beautiful UI cheap.
| Stage | Monthly spend | Annual spend |
|---|---|---|
| $1M | $0–$150 | $0–$1,800 |
| $5M | $150–$500 | $1,800–$6,000 |
| $25M | $500–$2,500 | $6,000–$30,000 |
| $50M | $2,500–$6,000 | $30,000–$72,000 |
| $100M | $6,000–$15,000 | $72,000–$180,000 |
Public pricing of 24 vendors + 56 verified contracts (Fairview 2026 audit)
Mistake #1 — Daily Excel rebuild
5 hrs/wk burned.
Fix: Live tool.
Mistake #2 — QBO Advanced as dashboard
Bookkeeper-first.
Fix: Layer tool.
Mistake #3 — Per-seat at 6-person finance
$70 × 6 = $5K/yr.
Fix: Per-account.
Mistake #4 — Mosaic at $5M
$1.8K too heavy.
Fix: Per-account first.
Mistake #5 — Pigment at Series B
$30K min.
Fix: Wait Series C.
Evaluation checklist (24 questions)
PDF, on request. The exact questions to ask in every vendor demo.
Sheets
Comparison spreadsheet
8 tools × 6 dimensions in Google Sheets.
Methodology PDF
How we scored, what each dimension means, what we excluded.
Calculator
Cost calculator
Plug in your numbers, get TCO + ROI estimates.
Fairview scored highest (9.5/10).
Mosaic CFO-only at $20M+. Fairview $1M–$100M w/ rev + ops + finance.
Median $10M: $6,400/year.
Excel-led modeling.
SMB visual.
Fairview 15 min. Mosaic 2–4 wks.
Cash, runway, CM, ARR, NRR, pipeline.
CPA-led SMB.
Baseline only.
Fairview scales to $100M.
