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Top Rated Financial CRM Software with Expense tracking - Page 2

Last updated: November 2026

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36 software options

Standard ERP logo

Standard ERP is a powerful system

Standard ERP is an intuitive business platform helping you reach your productivity goals and can be tailored to your business needs.

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Cloud-based CRM, sales & marketing automation software

Shape is a cloud-based CRM, sales, & marketing automation software for businesses in industries such as legal, real estate, mortgage, finance, & education. Shape offers tools to manage & automate online marketing & promotions, capture and service leads from online sources, & more

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Method CRM logo

The Customizable QuickBooks CRM That Works Your Way

Method CRM is the customizable financial CRM for QuickBooks. Connect quotes, invoices, and card or ACH payments with patented two-way sync. Ask Method AI to “flag past-due invoices with a balance” and see who owes you at a glance.

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Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

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NetSuite logo

AI-powered cloud-based business management suite

NetSuite is an AI-powered cloud-based business management suite. It helps organizations streamline their operations and gain real-time insights into their performance. The suite caters to a range of industries such as manufacturing, retail, and professional services.

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Bitrix24 logo

Cloud & on-premises workspace for all business sizes

Bitrix24 is the fastest growing FREE CRM software used by over 12 million companies worldwide. Email marketing, quotes, invoicing more

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Practifi logo

Cloud CRM for wealth management firms

Cloud-based CRM for wealth management firms, combining client data, workflow automation, and reporting in one platform.

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OmegaFP logo

Platform for fee-only advisor management

OmegaFP is an AI-powered CRM for fee-only financial advisors and RIAs, combining client relationship management, an AI meeting notetaker, and an autonomous AI assistant in one system — so advisors can manage clients, capture meetings, and automate busywork without switching tools.

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Silvasoft logo

Online booking and invoicing solution

Silvasoft is an accounting solution, designed to help businesses in the Netherlands and Belgium manage bookkeeping and invoicing. It also offers support for business management, with tools such as time registration, inventory tracking, personnel management, project management, agenda & a CRM tool.

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AdviAlly logo

Take your financial planning to new heights with AdviAlly.

AdviAlly, a cloud-based CRM and personal finance management platform for financial professionals. AdviAlly helps you create a more personalized and effective experience for managing your client's finances and converting warm leads into loyal clients.

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Nullpoint Forex CRM logo

Forex CRM Software for MT4, MT5 & cTrader Brokers

Forex CRM software for MT4, MT5 and cTrader brokers, combining Client Area, KYC, payments, IB management, integrations and automation.

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