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Financial Management Software - Page 4

Last updated: May 2026

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355 software options

AccessPay Platform logo

Automate payments, collections & bank statement retrieval

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AccessPay is leading the way in driving digital transformation within finance and treasury teams, by modernising processes across banking operations, minimising the risk of fraud and error, enhancing efficiency and optimising cash visibility.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Dataflow Clarity logo

A highly scalable financial management solution

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Dataflow Clarity is a highly scalable financial management solution designed for SMBs, fast-growing or complex and international organisations. The software can be hosted in the cloud or deployed on-premise, based on business needs.

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Pyplan logo

The most flexible and powerful planning platform

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Experience the utmost flexibility and potency of a business planning platform that surpasses all others. Address every planning and analytical requirement within a unified and cohesive environment.

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ProcessFlex logo

Process and profile management software

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ProcessFlex is an online system that allows you to create, customize, and manage any type of process, adapting to your business needs.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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Modern Treasury logo

Move, Track, and Reconcile Money in Real-Time

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Modern Treasury provides a comprehensive platform built around the RISE Engine, enhancing financial workflows with real-time data integration, AI-driven automations, and extensive connectivity options. It offers seamless bank payments orchestration, transaction reconciliation, and a scalable ledger system for improved financial operations.

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Zeller logo

Cloud-based solution for financial management.

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Simplify operations with Zeller’s all-in-one platform—manage banking, invoices, and integrations in one place

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CostTracker logo

Real-time cost control in projects!

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Real-time cost control in projects! All-in-one purchasing and real-time cost control . Create, approve and track purchase requisitions and purchase orders. Automate your invoice process with machine-learning. Works perfect as stand-alone or integrated with your accounting system.

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Process Runner logo

SAP made simple. Excel interface. 1900+ templates. Done.

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SAP automation in Excel. 1900+ templates for all modules. No IT help or coding. Validate before upload. 90% faster. AI-powered help.

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Your Money Line logo

Simple and sincere money coaching for employees.

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Your Money Line is the employee wellness benefit that pairs human financial guides & AI-powered insights for financially healthy employees.

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EzPay America logo

POS, billing, invoicing, and payment processing software

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It's important that you have financial reporting abilities that lets you know where your business stands at any given time. With EzPay POS the financial reporting that you need is available at the click of a button.

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Embat logo

Automated and secure treasury management software

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Embat is an automated, efficient, and secure treasury for financial teams that generate business impact. Businesses can save time spent on manual tasks. Users can access all functionalities required to optimize their business liquidity from within a unified platform in real-time.

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Clear Path to Cash App logo

Financial software that helps optimize cash flow

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Clear Path to Cash App is a cloud-based financial software that helps businesses manage cash flow, uncover hidden cash, and optimize profitability. Business owners and advisors can forecast, analyze financial statements, and make smarter decisions for sustainable growth.

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Banktrack logo

Streamlining treasury with real-time insights.

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Banktrack is a treasury software that aims to provide an easy to use interface to visualize expenses and income in real-time, categorized and from a single platform. It allows users to track their financial data across multiple banks through customizable dashboards, automated transaction tagging, real-time alerts, and financial reports.

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Fygr logo

The treasury management software for SMEs

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Fygr is a cash flow management software designed for SMEs. It centralizes financial data, automates bank reconciliation, enables AI-driven cash flow forecasting, tracks expenses, consolidates accounts, and even allows surplus cash placement with daily interest and 24h availability.

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Planwhiz logo

Planwhiz is easy-to-use and fast-to-implement

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Finance and business leaders use Planwhiz to move away from Excel to spend more time scaling the business. Administrators can utilize the platform to forecast cash flows, plan scenarios, consolidate departmental data input, and manage subscriptions.

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Avise logo

Business performance management software

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Avise is a project management software that provides automation, collaboration, and centralization of the team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.

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IDU-Concept logo

Corporate performance management solution

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IDU-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting, and asset management in midsize and large enterprises. The software supports a range of budget types, multiple budget versions, revenue & financial reporting, and more.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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NEObank software logo

Application development software

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NEObank software is an app development solution designed for the deployment and customization of NEObank applications. It offers a unique blend of features, including a fully customizable mobile user interface, integration options, and a modular backend core.

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FinFit logo

Financial management software for benefits administrators

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FinFit is a financial management software that helps benefits administrators and human resource professionals manage employees’ expenditures, savings, loans, and budgets on a unified interface. The platform enables administrators to refinance student loans, consolidate debts, and process payments via payroll.

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Savology logo

Financial health and wellness benefits for employers.

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Financial Wellness, Financial Planning, Employer Benefits, Financial Wellness Benefits

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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Helu logo

Financial management system

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Build a stronger future for your company, integrate existing software systems for more streamlined data processing - such as DATEVconnect! Avoid errors and align teams. Use consolidation feature to compare accounts, monitor liquidity and create case-specific scenarios.

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