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Financial Management Software with Customizable Templates (2026) - Page 5

Last updated: April 2026

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108 software options

Etops logo
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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.

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InsightData logo
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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.

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Diadyn logo
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Business management application

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Diadyn Billing, Finance & Accounts, and POS are independent, scalable apps that integrate with other Diadyn apps. They streamline billing, manage finances, and track inventory in real time, ensuring accurate reports and smooth operations across all business functions through seamless integration.

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Vertex Case Management & Billing logo
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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.

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Corporate Planner logo
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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.

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Process Runner GLSU logo
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Automate SAP Financial Data Entry Using Microsoft Excel

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Process Runner GLSU is process automation for SAP finance, allowing users to automate and streamline finance processes using Microsoft Excel. More powerful than a scripting tool, Process Runner GLSU allows users to create their own templates, validate data prior to posting, and document the process

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FinX logo
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Turns financial data into actionable insights

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FinX transforms financial management with real-time data extraction from statements, reports, and documents. Automate workflows to consolidate diverse sources, improve accuracy, and streamline reporting. Access 50K+ public and 10K+ private company records with 99% accuracy for decision-making

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Diamant/4 logo
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Accounting & controlling automation system

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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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