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Financial Management
Consolidation roll up

Top Rated Financial Management Software with Consolidation roll up - Page 5

Last updated: May 2026

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Features

API

Data Visualization

Financial Reporting

Transaction History

Invoice Management

Consolidation/Roll-Up

Integrated with

WooCommerce

Zapier

QuickBooks Online

Microsoft Excel

Microsoft 365

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Moneytree Advise

(0)

Planning solution for busy financial advisors

Moneytree Advise is an efficient solution for busy financial advisors. It offers streamlined, goal-based planning with intuitive navigation, assumptions-based methodology, and clear reports, allowing advisors to spend more time with clients and less time creating financial plans. Moneytree Advise also provides instant side-by-side scenario comparisons for rich client interaction.

Read more about Moneytree Advise

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Corporate Planner

(0)

Financial planning and operations management software

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.

Read more about Corporate Planner

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Kledo

(0)

Cloud-based accounting management software

Kledo accounting software helps businesses process invoicing and purchasing, create reports, and analyze their business performance in an easier and more practical way.

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Fynlo360

(0)

Financial operating system for adventure tourism

Fynlo is a financial operating system designed for adventure tourism businesses that converts daily operational data into accounting records automatically. The platform includes features such as attendance-linked payroll processing, daily profit and loss visibility, multi-location dashboards, and cash flow tracking. Fynlo also provides virtual CFO services, GST and tax filing support, and compliance management for tour operators and activity-based businesses.

Read more about Fynlo360

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Uniflow

(0)

Financial ecosystem for individuals & businesses

Uniflow is a financial management ecosystem that serves both individuals and businesses. The platform offers privacy-focused money management tools for personal finance, including debt management capabilities. For businesses, Uniflow provides AI-powered cash flow management, financial modeling tools, and cash flow forecasting features designed to support startup financial planning and business financial operations.

Read more about Uniflow

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Compass AI

(0)

AI-powered financial intelligence for growing businesses

Compass AI transforms financial planning for small-to-mid-sized businesses. Connect your accounting system in minutes, consolidate entities, get real-time cash flow forecasting, plan multiple scenarios. No enterprise complexity. No manual spreadsheets. Just clear financial clarity when you need it.

Read more about Compass AI

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Softcash magnet

(0)

Treasury Management System

This comprehensive treasury management system aids businesses in effectively overseeing cash management, liquidity planning, netting, treasury operations, financial accounting, and various other crucial aspects.

Read more about Softcash magnet

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Captive Owner Portal

(0)

Real-time captive insurance portfolio management

Captive Owner Portal provides real-time visibility into financial performance across captives. Monitor capital, solvency, invoices, and payments while using analytics and AI insights to support better financial decisions.

Read more about Captive Owner Portal

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Vertex Case Management & Billing

(0)

Simplify scheduling and time tracking

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

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Etops

(0)

Cloud-based wealth and investment management platform

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.

Read more about Etops

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Diamant/4

(0)

Accounting & controlling automation system

Diamant/4 is a comprehensive accounting and controlling software that manages finances and automates business processes for organizations with complex financial structures. The modular system builds upon a core financial accounting module with optional extensions for invoice management, asset accounting, reporting, and group accounting. Its flexible integration capabilities allow seamless connection with existing IT landscapes through standardized interfaces and APIs.

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OpenGov Financials

(0)

Financial management suite built exclusively for government.

OpenGov Financials is a financial management suite that helps government organizations manage general ledger, fund accounting, reporting, and more.

Read more about OpenGov Financials

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Monitr

(0)

Automate your cash flow forecasting and financial reporting

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.

Read more about Monitr

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ONESOURCE Statutory Reporting

(0)

Easing global financial statement prep.

ONESOURCE Statutory Reporting is leading cloud-based disclosure management software helping organizations remain compliant in over 45 jurisdictions. A global platform that supports you locally, ONESOURCE Statutory Reporting software includes local language country-specific reporting templates and timely best-practice content updates from Big Four accounting firms and in-house content experts.

Read more about ONESOURCE Statutory Reporting

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Horizon

(0)

AI-powered financial management and forecasting

HORIZON by Bravo Zulu Intelligence is an AI-powered financial management platform that automates bank reconciliation, cash flow forecasting, and financial reporting. The software features automated transaction matching, KPI tracking, anomaly detection, and GAAP-ready report generation. HORIZON connects to financial institutions and provides real-time dashboards, predictive analytics, and multi-entity consolidation capabilities for businesses.

Read more about Horizon

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Zenfirst

(0)

Cash management software for freelancers, VSEs and SMEs

Zenfirst tréso is a cash management software designed for freelancers, VSEs and SMEs. It allows managers and financial directors to obtain reliable information on their cash flow in order to make decisions for the future of the company.

Read more about Zenfirst

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Infor Enterprise Performance Management (EPM)

(0)

Business performance management tool for supervisors.

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)

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