Turn Financial Data Into Decisions.

Longhorn Financial Software, LLC provides modern financial planning and reporting tools that help firms understand, forecast, and optimize their financial performance.

Project Victory

Return +300%
Prospects +5k
Cash Flow Modeling Portfolio Analytics Budget & Forecasting Regulatory Reporting Client Performance Dashboards

What We Offer

Integrated financial software designed for advisors, finance teams, and growing firms.

End-to-End Financial Planning

Model cash flow, retirement needs, and multi-scenario plans in one place so you can guide clients and stakeholders with confidence.

  • Goal-based financial plans
  • Multi-scenario projections
  • Tax and cash-flow modeling
  • Plan comparison views

Explore Planning Tools

Reporting & Analytics

Replace spreadsheets with live dashboards that connect key financial metrics, from revenue and expenses to assets under management.

  • Custom financial dashboards
  • Real-time KPI tracking
  • Drill-down performance reports
  • Export-ready board reporting

See Reporting Options

Risk & Compliance

Support your compliance workflows with configurable policies, audit trails, and controls that keep your financial processes aligned with regulations.

  • Configurable approval workflows
  • Audit-ready activity history
  • Permissions & access controls
  • Compliance documentation support

Discuss Compliance Needs

Client Experience

Deliver clear, transparent financial insights through portals and reports that clients can actually understand and act on.

  • Secure client portals
  • Branded report templates
  • Interactive plan views
  • Collaboration & sharing tools

Improve Client Experience

Financial Scenario Simulator

Move the sliders to explore how changes in key financial inputs can impact your overall performance.

Est. Total Impact: 0k

*Projections rely on sector averages.

30k
50k
10k

Partner Tales

★★★★★

"Longhorn Financial Software fundamentally changed how we plan and report. Our finance team now closes the books faster and with more confidence."

Sarah Jenkins
CFO, RetailGiant
★★★★★

"The design group is peerless. They transformed our dull B2B item into something thrilling on social apps."

Mike Ross
Founder, TechSolutions
★★★★★

"Clear metrics and real outcomes. I appreciate the modeler tool; it truly assisted our budget planning."

Amanda Lee
Director, EduCorp
★★★★★

"Search gains took time initially, as anticipated, but we now hold the #1 spot for our top terms. Good investment."

Tom H.
Owner, Local Services