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Financial Management Software with Dashboard Creation (2026)

Last updated: February 2026

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118 software options

Longview Tax logo

Longview Tax

Corporate tax management and reporting solution

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Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

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Endowment Manager logo

Endowment Manager

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Replace your endowment accounting spreadsheets

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Simplify endowment management while maintaining or advancing your organizations unique policies & procedures

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NetSuite logo

NetSuite

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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Trovata logo

Trovata

The Next-Generation Global Cash Flow Management Platform

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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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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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QuickBooks Online Advanced logo

Accounting & business management for small businesses

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Comprehensive financial management with automated workflows, real-time analytics, and customizable reporting for informed decisions.

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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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Workday Adaptive Planning logo
Category Leaders

Enterprise planning software for agile budgeting & reporting

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At Workday, we are delivering a unified system to support transaction processing, multidimensional reporting, consolidation, and compliance. Workday Adaptive Planning was recognized as a 2023 Gartner® Peer Insights™ Customers’ Choice for financial planning software.

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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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LiveFlow logo

Bring Financial reports into Google Sheets.

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LiveFlow is a way to organize and update your reports - all without hours wasted on tedious manual work.

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Lucanet logo
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Lucanet empowers the office of the CFO to lead with ease.

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LucaNet delivers data transparency across the entire organization and provides the perfect platform for consolidated financial statements, financial planning, and reporting that are trustworthy and error-free.

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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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Kashoo logo

Online accounting software for small businesses

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Kashoo is simple cloud accounting for small business owners who want the control and simplicity of doing their own books. It provides small business owners with the ability to run their business the way they want to, with tools for invoice management, payment processing, reporting, and more.

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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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Agicap logo
Category Leaders

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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Cube logo
Category Leaders

Financial planning software for handling budgets & reports

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Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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IDU-Concept logo

Corporate performance management solution

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IDU-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting, and asset management in midsize and large enterprises. The software supports a range of budget types, multiple budget versions, revenue & financial reporting, and more.

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Bob Finance logo
Category Leaders

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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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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Orama logo

We help entrepreneurs, CEOs and CFOs to get their finances u

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Automated cash flow control and forecasting software. Real-time banking synchronization. Helping CEOs and CFOs.

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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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Pry logo

Financial planning software for SMBs

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Pry is a financial planning software for startups & SMBs.

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