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

Last updated: April 2026

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121 software options

Finac logo

The Name of Simplicity

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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...

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Etops logo

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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myDiapason Treasury logo

Boosting digital shift in treasury.

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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.

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Aprimo Spend logo

Comprehensive marketing financial management software

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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.

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BPilot logo

AI-powered cloud business management platform

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

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Papai CorujIA logo

AI-based financial assistant via WhatsApp

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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.

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FigureFlow logo

AI-enabled financial intelligence platform

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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.

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InsightData logo

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

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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Novadesko logo

Votre allié pour une gestion simplifiée et performante

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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.

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Vertex Case Management & Billing logo

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

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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Co-op Housing Matters App Package logo

'Affordable Software for Affordable Housing'

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The Co-op Housing Matters Software Package

Property Management Software for Co-op's and Non-Profit Housing with seamless integration between four interconnected Apps

Each App Affordably priced - based on Co-op size so this ensures that every Co-op gets full functionality, the "True Solution".

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Kledo logo

Cloud-based accounting management software

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Kledo accounting software helps businesses process invoicing and purchasing, create reports, and analyze their business performance in an easier and more practical way.

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Uniflow logo

Financial ecosystem for individuals & businesses

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Uniflow is a financial management ecosystem that serves both individuals and businesses. The platform offers privacy-focused money management tools for personal finance, including debt management capabilities. For businesses, Uniflow provides AI-powered cash flow management, financial modeling tools, and cash flow forecasting features designed to support startup financial planning and business financial operations.

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Horizon logo

AI-powered financial management and forecasting

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HORIZON by Bravo Zulu Intelligence is an AI-powered financial management platform that automates bank reconciliation, cash flow forecasting, and financial reporting. The software features automated transaction matching, KPI tracking, anomaly detection, and GAAP-ready report generation. HORIZON connects to financial institutions and provides real-time dashboards, predictive analytics, and multi-entity consolidation capabilities for businesses.

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Nummbas logo

Financial dashboard for direct to consumer brands

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Real-time financial management for DTC brands. Track profit, expenses, cash runway, and owner pay across 14 connected platforms.

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FinX logo

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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Compass AI logo

AI-powered financial intelligence for growing businesses

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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.

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Trezy logo

Empowering businesses with smart cash management

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

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Diamant/4 logo

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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