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Financial Management
Page 3

Financial Management Software with Ad hoc Reporting (2026) - Page 3

Last updated: April 2026

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Financial Reporting(63)

Invoice Processing(25)

General Ledger(42)

Billing & Invoicing(33)

Bank Reconciliation(28)

Integrated with

Xero(20)

Chargebee(9)

HubSpot CRM(11)

Microsoft 365(6)

Microsoft Excel(19)

Pricing model

Free(6)

Open Source(1)

Free Trial(26)

One Time License(1)

Subscription(40)

Devices supported

Mac(24)

iPad(20)

Android(20)

Linux(21)

Web-based(63)

iPhone(21)

Windows(33)

Organization types

Small Business(60)

Non Profit(37)

Large Enterprises(56)

Public Administrations(29)

Freelancers(23)

Mid Size Business(60)

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64 software options

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Dr. ERP

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Manufacturing inventory management software

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Dr. ERP is a manufacturing inventory management software that helps businesses manage finance, inventory, sales, procurement, assets, and more. It offers advanced security measures to protect data and ensure compliance with industry standards.

Rho

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

All-in-one, integrated financial platform

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Rho streamlines business finances with a suite of integrated spend and cash management solutions—from better banking and smart corporate cards to no-fee AP automation. It offers business checking and savings accounts, corporate credit cards, expense management, AP automation, and treasury management to help finance teams maximize time for strategy.

Allvue

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Investment management software for private equity firms

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Allvue is an investment management software designed to help commercial banks, private equity firms, fund administrators and collateralized loan obligation (CLO) managers handle asset servicing, fund accounting, compliance, business intelligence, and portfolio monitoring, among other processes.

Intelligent Portfolio

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Public Leases & Debt Management made Simple.

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Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

Go Fig

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-Powered Business Intelligence & Analytics

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AI-Powered Business Intelligence and Analytics software for growth-stage companies to build KPI dashboards and drive new growth.

Monitr

(0)

Automate your cash flow forecasting and financial reporting

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Monitr is a finance and cash flow software that automates your financial reporting and allows you to simulate your cash flow at any point in time.

Report your figures in a cash flow statement, balance sheet and profit & loss statement and customize your reporting structure in real-time.

Infor Enterprise Performance Management (EPM)

(0)

Business performance management tool for supervisors.

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Infor Dynamic Enterprise Performance Management (Infor d/EPM) is a business intelligence solution that provides comprehensive financial planning and analytics capabilities. It provides managers with the tools they need to make informed decisions, measure success over time, and predict future outcomes. It offers various features such as expense planning, balance sheets, reporting, and more.

Read more about Infor Enterprise Performance Management (EPM)

Users also considered

CostPerform

(0)

Financial transparency is achievable!

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CostPerform is a cost management software, ensuring cost allocation and financial transparency. Leveraging superior analytics, it optimizes costs and boosts profitability. Its intuitive interface, robust security, and precise reports enhance financial clarity.

Spreadym

(0)

FP&A Software, EPM Software, CPM Software, Business Planning

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Spreadym is a solution for Financial Planning and Analysis that will suit such analytical tasks as planning, budgeting, forecasting, scenario modeling, financial consolidation, and report building.

Etops

(0)

Cloud-based wealth and investment management platform

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Etops is a cloud-based wealth and investment management platform designed for family offices, wealth and asset managers, pension funds and private banking institutions that helps conduct analytics, consolidate assets, streamline operations, and more.

Aprimo Spend

(0)

Comprehensive marketing financial management software

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Aprimo Spend provides marketing teams with comprehensive financial management capabilities for tracking and optimizing marketing investments. The platform offers real-time visibility into budget performance, vendor cost tracking, and ROI modeling across programs and geographies. It integrates with ERP systems to streamline invoice processing and financial reconciliation while enabling marketers to make data-driven decisions without relying on static spreadsheets.

InsightData

(0)

Empower data-driven decisions

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InsightData is a business intelligence software that helps organizations gain valuable insights from data. It offers configurable apps for finance, sales, project management, supply chain, transport, production, and human resources, integrating with existing ERP, accounting, and CRM systems. The platform allows businesses to maximize sales data, analyze financial performance, manage risks, identify inefficiencies, and control operations, focusing on the most value-added activities.

Vertex Case Management & Billing

(0)

Simplify scheduling and time tracking

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Vertex offers all the tools social service agencies in the United States need streamline time tracking, employee scheduling, payroll, case management and time and attendance.

Read more about Vertex Case Management & Billing

Users also considered

Corporate Planner

(0)

Financial planning and operations management software

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Corporate Planner is a financial planning and operations management suite designed to help businesses in real estate, healthcare, automotive, manufacturing, and other sectors handle budgeting, forecasting, risk mitigation, performance review, and more.