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Financial Management Software with Configurable Workflow (2026)

Last updated: April 2026

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99 software options

Wrike logo

AI powered workflow management platform

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Wrike is a team collaboration platform trusted by more than two million people worldwide. Use features such as custom budget settings, time tracking tools, automated reports, and analytics dashboards to help improve your financial management. Track costs and ensure project profitability with Wrike.

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NetSuite logo

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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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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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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Sage Intacct logo
Category Leaders

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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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP provides best-in-class integrated financial and business management, with full back-office functionality, designed to help you run your business more effectively. Acumatica is one system that integrates your company’s financial management, operations, CRM, and more.

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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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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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Tipalti logo

Finance automation and accounts payable solution

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Transform the way your finance team works. Automate your full AP, international payments, and procurement workflows.

Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks and more.

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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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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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D&B Finance Analytics logo
Category Leaders

Credit risk management software with predictive analysis

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D&B Finance Analytics helps businesses use predictive analytics to evaluate new credit applicants and identify growth opportunities. It lets users organize, monitor, and generate reports to prioritize credit collections based on predefined customer characteristics.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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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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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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Priority Software logo

ERP Should Be Easier

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Priority is a pioneer in the ERP solutions market, providing flexible, cost-effective, AI-driven and cloud-based ERP solutions to 15,000 businesses in 40 countries. Its modular approach provides businesses from various industries with the solutions they need at any growth stage.

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CAFLOU logo

Business management system for small and mid-size companies.

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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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Xentral Software logo

Enterprise resource planning and inventory management tool

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Xentral Software is a cloud-based ERP system available with German and English-language interfaces. It helps businesses scale operations by automating backend processes. Key features include an API, CRM, sales orders, stock management, expense tracking, order processing, and billing & invoicing.

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MYOB Acumatica logo

Australia & New Zealand's #1 all-in-one cloud ERP software.

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Designed specifically for mid-sized businesses (20-1,000+FTEs that have outgrown accounting software, the scalable platform connects finance, sales, inventory, production, and people workflows all in one place and is tailored to the specific needs of Aussie and Kiwi businesses.

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Limelight logo

Cloud FP&A software for growth driven finance

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Limelight is cloud FP&A software for finance teams to drive growth, agility and critical business decisions. Hundreds
of North American CFOs use Limelight to uncover the insights and models that lead to successful business plans - and greater influence and respect for their finance function.

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Buxfer logo

Take control of financial future

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Buxfer is a powerful budgeting application with easy-to-use features along with support for multiple currencies and automated syncing with various banks.

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Biller Genie logo

Automated. Integrated. Simplified.

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Biller Genie seamlessly connects to your accounting software and automatically sends invoices, reminders and past due notifications via email & paper mail. Your customers can pay invoices online via credit card, ACH or Apple Pay and payments are automatically closed in your accounting software.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer provides a governed model for budgeting, forecasting, and reporting. Replace spreadsheets with a secure cloud platform that delivers instant calculations, predictive insights, and real-time visibility across financial performance.

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M1 ERP logo

Manufacturing enterprise resource planning (ERP) software

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M1 is a modular web-based manufacturing enterprise resource planning (ERP) software for job shops, make-to-order manufacturers and custom & mixed mode manufacturers. The system is designed to manage multiple business areas including production, engineering, scheduling, inventory, shipping, and more.

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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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