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Financial Management Software

Last updated: November 2026

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386 software options

Longview Tax logo

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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CCH Tagetik logo

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

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
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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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Synder logo

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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Abby logo

Billing and invoicing platform

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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Ramp logo

Corporate card and expense management platform

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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PayPal Payments logo

Payment processing, fraud protection and risk management

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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Upmetrics logo

AI-Powered Business Plan Software

Upmetrics is an AI-powered business planning platform that helps entrepreneurs and small businesses create business plans, build financial forecasts, develop pitch decks, research industries, and make better planning decisions.

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Striven logo

Striven is a cloud-based, all-in-one business management ERP

Striven combines general ledger, AP, AR, banking, budgeting, and financial reporting in one ERP connected to sales, projects, and inventory. Get real-time income statements, balance sheets, and cash flow reports, with multi-entity consolidation and GAAP-compliant accounting.

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FloQast logo

AI-enabled accounting automation solution

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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Mercury logo

Banking for startups and growing companies

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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Obat logo

Comprehensive tool designed for construction specialists

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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Creatio AI CRM logo

AI CRM where people and AI agents work together.

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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Rocketlane logo

A client-centric, next-gen PSA tool

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

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OneStream logo

Corporate performance management solution for enterprises

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

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DataSnipper logo

Intelligent automation platform for audit and finance teams

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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CMW Platform logo

Low-code BPM Software

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

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

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Macabacus logo

The fastest way to get more done in Microsoft 365

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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ExpensePlus logo

Brilliant Fund Accounting Software for Charities

ExpensePlus is a cloud-based fund accounting software meticulously designed for churches, charities, and community groups. It offers efficient expense management, donation tracking, and comprehensive financial reporting, tailored to simplify and enhance financial processes.

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CAFLOU logo

Business management system for small and mid-size companies.

Caflou is business management software with strong focus on financial management that gives you 100% control over your business and cash flow. Plan, track and analyse finances by customers, suppliers, financial categories or projects and identify where to save money or earn more. Start Free!

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Snap Projections logo

Financial Advisors: Grow Your AUM & Receive More Referrals.

Snap Projections is a cloud-based financial management as well as planning solution for Canadian Financial Advisors, Planners, and Investment/Wealth Managers.

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ALPHA ERP logo

Administrative and accounting software for businesses

Alpha ERP is an enterprise resource planning system that includes key functionalities for accounting, finance, and administration.

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Productive logo

AI-powered project lifecycle management for service firms

Productive is an end-to-end agency management tool where AI understands your business — resources, projects, and finances, all in one place.

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