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Financial Management
Page 5

Financial Management Software with Dashboard Creation (2026) - Page 5

Last updated: February 2026

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Features

Financial Reporting(109)

Invoice Processing(54)

General Ledger(71)

Billing & Invoicing(54)

Bank Reconciliation(62)

Integrated with

Xero(22)

Chargebee(6)

HubSpot CRM(12)

Microsoft 365(8)

Microsoft Excel(16)

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Small Business(107)

Non Profit(44)

Large Enterprises(87)

Public Administrations(35)

Freelancers(39)

Mid Size Business(95)

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118 software options

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Sponsored

Lyfeguard

(0)

Empowering financial advisers, one client at a time

Your digital co-pilot for exceptional financial advisory services.

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Trezy

(0)

Empowering businesses with smart cash management

Trezy is a cash management platform offering real-time insights, automated forecasting, and seamless bank integration to streamline financial processes for businesses.

Read more about Trezy

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Finac

(0)

The Name of Simplicity

All-in-One platform with a combined services delivery model of Online + Offline by a dedicated team.
Accounting, bookkeeping, regular filings, and compliance provide expert advisory services on tax, finance, audit, HR, Payroll, Information Technology, Cloud, and more...

Read more about Finac

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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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Optimus

(0)

SaaS reconciliation software

Optimus is an AI-based financial reconciliation software platform. It offers an intelligent automation solution for finance, payment, and accounting teams to streamline payment data management and reconciliation. The software aims to empower these teams to boost profitability and achieve full financial freedom.

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myDiapason Treasury

(0)

Boosting digital shift in treasury.

myDiapason Treasury is a SaaS treasury management solution for mid-caps and large corporates to centrally manage all financial flows end-to-end. It interfaces with information systems to automate banking and payment flows, enabling treasurers to secure flows, fight fraud, and hedge risks.

Read more about myDiapason Treasury

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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.

Read more about Kledo

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Sequence

(0)

Financial automation software for small businesses

Sequence is a cloud-based financial router and automation software designed for small and midsize businesses (SMBs) that helps visualize money flow, set smart routing rules, and more.

Read more about Sequence

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Diadyn

(0)

Business management application

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.

Read more about Diadyn

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Novadesko

(0)

Votre allié pour une gestion simplifiée et performante

Novadesko est une plateforme innovante conçue pour accompagner les entreprises dans leur gestion quotidienne et leur croissance. Elle centralise toutes les fonctionnalités essentielles pour optimiser vos opérations, améliorer votre productivité et piloter vos projets avec efficacité.

Read more about Novadesko

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InsightData

(0)

Empower data-driven decisions

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.

Read more about InsightData

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Aprimo Spend

(0)

Comprehensive marketing financial management software

Aprimo Spend provides marketing teams with comprehensive financial management capabilities for tracking and optimizing marketing investments. The platform offers real-time visibility into budget performance, vendor cost tracking, and ROI modeling across programs and geographies. It integrates with ERP systems to streamline invoice processing and financial reconciliation while enabling marketers to make data-driven decisions without relying on static spreadsheets.

Read more about Aprimo Spend

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FinX

(0)

Turns financial data into actionable insights

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

Read more about FinX

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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

Users also considered

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.

Read more about Diamant/4

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BPilot

(0)

AI-powered cloud business management platform

Gestionale cloud con AI integrata che semplifica la gestione e automatizza contabilità e finanza, rendendo tutto più veloce e intuitivo

Read more about BPilot

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Papai CorujIA

(0)

AI-based financial assistant via WhatsApp

Papai CorujIA is a WhatsApp-based financial assistant that uses artificial intelligence to help users manage their finances through simple conversations. The system allows individuals to record expenses and income via text or voice messages, analyze spending patterns for better financial planning. Users can access a centralized dashboard where all transactions are organized without requiring complex spreadsheets or additional applications.

Read more about Papai CorujIA

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FigureFlow

(0)

AI-enabled financial intelligence platform

FigureFlow is an AI-powered financial intelligence platform that helps businesses understand their data and prevent bad financial decisions.

The platform delivers real-time analytics, automated reporting, and predictive insights through an intuitive dashboard.

Read more about FigureFlow

Users also considered

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