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Financial Management Software

Last updated: May 2026

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355 software options

NetSuite logo

NetSuite

AI-powered cloud-based business management suite

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With NetSuite Financial Management, plan, budget, forecast and analyze with tools that help manage your business’s finances. Automate core financial processes and give users clear views of past performance, current financial state, and projected position for better, data driven, decision-making.

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Sage Intacct logo

Sage Intacct

Best-in-class Cloud ERP for Finance

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The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance.

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Mercury logo

Mercury

Banking for startups and growing companies

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Mercury is a financial technology company that provides online business banking services for startups, small businesses, and scaling companies. The platform offers checking and savings accounts, business credit cards with cashback, expense management tools, and automated bill pay and invoicing features. Mercury includes accounting automations that sync with QuickBooks, Xero, and NetSuite, along with treasury services for earning yield on idle cash through high-liquidity portfolios.

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Longview Tax logo

Longview Tax

Corporate tax management and reporting solution

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Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

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Accounting Seed logo

Accounting Seed

Accounting and analytics software built on Salesforce

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Accounting Seed is an accounting application built natively on Salesforce. Its customizable, enabling users to manage their accounting their way. As a full accounting solution, Accounting Seed tracks financial data through the entire business lifecycle.

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CCH Tagetik logo

CCH Tagetik

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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Trovata logo

Trovata

Liquidity Without Limits

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Trovata's bank APIs empowers your organization with global cash visibility across all your multi-bank accounts with a comprehensive suite of cash reporting and forecasting. Eliminate manually aggregating your cash and transaction data by automating your data management with Trovata.

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Endowment Manager logo

Endowment Manager

(0)

Replace your endowment accounting spreadsheets

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Simplify endowment management while maintaining or advancing your organizations unique policies & procedures

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FreshBooks logo

FreshBooks

Invoice and accounting software tailored to small businesses

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FreshBooks is accounting software that helps small business perform accounting tasks, conduct invoicing, manage expenses, and more.

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Synder logo

Synder

Reconcile multichannel sales & recognize revenue with ease.

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Synder helps SME and MidSize up sync, record and recognize online sales and subscriptions in QuickBooks, Sage Intacct or Xero. The platform ensures accurate reconciliation across multiple platforms and offers easy invoicing, transaction categorization and instant data analytics.

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Ramp logo

Corporate card and expense management platform

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Ramp is a cloud-based expense and spend management solution that provides businesses with virtual corporate cards for employees and allows them to track and manage company spending. The platform helps businesses to track trends in spending and identify areas where costs could be cut.

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Abby logo

Billing and invoicing platform

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Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

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Upmetrics logo

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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PayPal logo

Payment processing, fraud protection and risk management

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PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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FloQast logo

AI-enabled accounting automation solution

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FloQast is an accounting automation solution that helps accountants close their books faster, more accurately and collaboratively. It gives an automated, integrated view of financial data to help reduce errors and save time

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LiveFlow logo

Bring Financial reports into Google Sheets.

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LiveFlow is a way to organize and update your reports - all without hours wasted on tedious manual work.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio helps financial organizations automate customer and operational workflows such as:

- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

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Obat logo

Comprehensive tool designed for construction specialists

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Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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CMW Platform logo

Low-code BPM Software

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Low-code digital transformation platform unleashing the process automation power for building innovative business apps. Platform perfectly fits the business needs on a single department or enterprise level connecting workflows, teams and systems

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Soldo logo

Expense Management and Soldo Company Cards

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Stop the headache of expense management with Soldo company cards tied to a powerful expense management platform.

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DataSnipper logo

Intelligent automation platform for audit and finance teams

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DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Happay logo

A simple and intuitive solution that focuses on the people.

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Happay is a first-of-its-kind all-in-one Integrated Solution for Corporate Travel, Expense, and Payments Management. With over 7000+ customers globally, and across industries, Happay solves complex finance use cases with precision.

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