getapp-logo

App comparison

Add up to 4 apps below to see how they compare. You can also use the "Compare" buttons while browsing.

Software categoriesBlog & researchAbout us

GetApp offers objective, independent research and verified user reviews. We may earn a referral fee when you visit a vendor through our links. 

Financial Management Software with Customizable Templates (2026) - Page 3

Last updated: April 2026

Verified reviewer profile picture
Get free expert advice+1 (888) 216-6745
Call now for a one-to-one consultation in under 15 mins.
1 filter applied

Features

Integrated with

Pricing model

Devices supported

Organization types

User rating

108 software options

finban logo

Cloud-based financial management tool for businesses.

learn more
finban is a cloud-based financial management solution that helps businesses streamline cash flow forecasting and liquidity planning through real-time data and dynamic modeling of different scenarios. This results in greater forecasting accuracy and a reduced risk of overspending or underfunding. finban also offers insight into cash flow and financial position, with real-time data visualization and a consolidated view of financial data from multiple sources.

Read more about finban

Users also considered
Kolleno logo

Automate Your Financial Operations

learn more
Kolleno is a cutting-edge global SaaS financial operations platform that is transforming accounts receivable management, collections, payments, and reporting for B2B businesses.

Read more about Kolleno

Users also considered
Die Agenturverwaltung logo

Project management and budgeting software for agencies

learn more
Die Agenturverwaltung is a project management software designed to help businesses generate cost estimates and manage accounting processes. Administrators can document employees’ working hours based on hours and weeks across multiple projects on a unified interface.

Read more about Die Agenturverwaltung

Users also considered
Mission Control logo

Leading PSA and Project Management SaaS

learn more
Mission Control is a project management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives.

Read more about Mission Control

Users also considered
LeanPay logo

Debt Collection Software: Cut Payment Delays by 40%

learn more
LeanPay is an automated debt collection software for B2B companies. With customer dunning automation, real-time performance tracking, risk management, and integrated payment options, LeanPay reduces late payments and increases cash flow by 30%.

Read more about LeanPay

Users also considered
eMoney Advisor logo

Helping People Talk About Money

learn more
eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

Read more about eMoney Advisor

Users also considered
Adfinity logo

Accounting and financial management software

learn more
Adfinity is one of the most complete accounting software packages, offering a large variety of advanced financial management features. Adfinity brings added value in reporting, automation, digitalization of workflows and paperless working.

Read more about Adfinity

Users also considered
HOLO logo

AI-enabled platform to automate & optimize vendor management

learn more
HOLO is a cloud-based solution enabled by AI that automates the complete lifecycle management of suppliers, providing control, transparency, and efficiency in key processes such as procurement, contract compliance, financial performance evaluation, and risk classification.

Read more about HOLO

Users also considered
CostTracker logo

Real-time cost control in projects!

learn more
Real-time cost control in projects! All-in-one purchasing and real-time cost control . Create, approve and track purchase requisitions and purchase orders. Automate your invoice process with machine-learning. Works perfect as stand-alone or integrated with your accounting system.

Read more about CostTracker

Users also considered
Avise logo

Business performance management software

learn more
Avise is a project management software that provides automation, collaboration, and centralization of the team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.

Read more about Avise

Users also considered
Dataflow Clarity logo

A highly scalable financial management solution

learn more
Dataflow Clarity is a highly scalable financial management solution designed for SMBs, fast-growing or complex and international organisations. The software can be hosted in the cloud or deployed on-premise, based on business needs.

Read more about Dataflow Clarity

Users also considered
Pyplan logo

The most flexible and powerful planning platform

learn more
Experience the utmost flexibility and potency of a business planning platform that surpasses all others. Address every planning and analytical requirement within a unified and cohesive environment.

Read more about Pyplan

Users also considered
Haufe X360 logo

Haufe X360: Empowering the Digital Business Evolution

learn more
Haufe X360, a Cloud ERP system, delivers a comprehensive solution tailored for SMEs and mid-sized businesses across the DACH region.
The SaaS model of Haufe X360 provides all relevant core modules, which can be expanded through industry-specific add-ons.

Read more about Haufe X360

Users also considered
AFAS Software logo

Human resources, payroll, and finance management

learn more
AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

Read more about AFAS Software

Users also considered
Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

learn more
Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

Read more about Financial Services Cloud

Users also considered
Infor CloudSuite logo

Smart. Preconfigured. Modern.

learn more
Infor ERP is a suite of purpose-built, end-to-end, industry-specialized enterprise resource planning solutions for manufacturers and distributors.

Read more about Infor CloudSuite

Users also considered
Deltek Vantagepoint logo

Power project success

learn more
Deltek Vantagepoint is a powerful, intuitive solution that helps people manage projects from start to finish. With full visibility of client, project and financial details, your organization accelerates workflows, maximizes productivity and realize great business results.

Read more about Deltek Vantagepoint

Users also considered
Leapfin logo

Produce transaction-level, GAAP-compliant, accurate reports

learn more

Digital brands that are expanding quickly want speedier, auditable, GAAP-compliant revenue data for each transaction.

Read more about Leapfin

Users also considered
Briq logo

Data analytics solution for construction businesses

learn more
Briq is a corporate performance management platform built to make the lives of construction financial professionals easier and to make

Read more about Briq

Users also considered
Helu logo

Financial management system

learn more
Build a stronger future for your company, integrate existing software systems for more streamlined data processing - such as DATEVconnect! Avoid errors and align teams. Use consolidation feature to compare accounts, monitor liquidity and create case-specific scenarios.

Read more about Helu

Users also considered
Billit logo

Online invoicing platform for businesses and accountants

learn more
Billit is an e-platform that provides businesses with financial management tools. Key features include invoicing, making payments, and cost tracking. Documents can be digitized, and the platform supports integration with other solutions, such as customer relationship management software.

Read more about Billit

Users also considered
Alevate AR logo

Cloud-based tool for collections and cash management

learn more
You can manage all of your working capital and cash flow alternatives with the help of Alevate AR, an all-in-one tool for real-time, dynamic cash forecasting.

Read more about Alevate AR

Users also considered
RightCapital logo

Financial planning solution

learn more
RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

Read more about RightCapital

Users also considered
Konsolidator logo

Cloud software that automates financial consolidation

learn more
Automate the consolidation of Actual, Budget & Forecast numbers with simple cloud software and integrations to your EPR system, and get a fast month-end close.

Read more about Konsolidator

Users also considered
Koyfin logo

All the data you need, at your fingertips.

learn more
Koyfin is a market analytics platform for researching and understanding markets.

Read more about Koyfin

Users also considered