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Financial Management Software with Customizable Templates (2026) - Page 2

Last updated: April 2026

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108 software options

Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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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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Moon Invoice logo

Invoice Software for Small Businesses

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Moon Invoice is a one-stop invoicing and accounting solution for freelancers, small business owners, and entrepreneurs worldwide. With its user-friendly interface and cutting-edge features, Moon Invoice enables users to send instant invoices and get paid 2x faster.

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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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ExpensePlus logo

Brilliant Fund Accounting Software for Charities

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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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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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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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Quadient Accounts Receivable by YayPay logo

Smart AR for Smart B2B Finance Teams

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Quadient Accounts Receivable by YayPay is a cloud-based AR management & automation solution which offers real-time analytics, automated workflows, CRM functionality, and more for B2B businesses.

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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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Epicor Prophet 21 logo

Data-driven ERP software for distributors.

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Prophet 21 provides distributors with up-to-the-minute financial reports and dashboards to track sales, outstanding invoices, and receivables, empowering them to make informed decisions and create more value with AI-infused insights. With a focus on inventory management, warehouse operations, financials, order management, business intelligence, purchasing, and service and maintenance, Prophet 21 offers a comprehensive solution to drive growth and manage workflows for distributors across various

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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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Plika logo

A cloud-based software for analyzing your finances & budget

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A cloud platform to analyze your company data with a financial approach.

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Quick Consols logo

Automate your group's management and statutory reporting.

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Quick Consols automates the financial consolidation process for complex groups and companies.

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Drivetrain logo

Platform for planning and managing financial analysis

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Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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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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Probe42 logo

Drive choices with full data insights

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Probe42 is a comprehensive Indian company information search and data intelligence tool that provides effortless access to a company's financial, legal, and compliance information. With over a decade of experience in handling data, Probe42 collects, cleans, and curates information from 743 validated public domain sources, ensuring high-quality and up-to-date data for users to make better and faster business decisions.

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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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Quipu is the all-in-one solution that allows you to control invoicing, treasury, taxes and customers in a simple and intuitive way.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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Altoviz logo

Boost your business

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Altoviz is a cloud-based billing and invoicing solution, which helps small to large businesses manage online payments, expenses, accounting procedures, and more. The platform offers various features such as activity tracking, treasury, pre-made templates, document management, and quoting.

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Cyferd logo

No code platform for developers

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Cyferd is a no-code platform designed to help businesses build smart, scalable, and flexible applications in the cloud. Teams can Automate tasks with data workflows to improve productivity. It enables managers to share data across applications to better understand data and relationships.

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Transcepta logo

Automate everything

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Transcepta is the top AP automation solution to reduce AP costs, provide supply chain visibility, and control cash.

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Zeller logo

Cloud-based solution for financial management.

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Simplify operations with Zeller’s all-in-one platform—manage banking, invoices, and integrations in one place

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