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Top Rated Financial Management Software with Data import export

Last updated: May 2026

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251 software options

Sage Intacct logo

Sage Intacct

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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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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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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Accounting Seed logo

Accounting Seed

Accounting and analytics software built on Salesforce

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Accounting Seed is an accounting application built natively on Salesforce. Its customizable, enabling users to manage their accounting their way. As a full accounting solution, Accounting Seed tracks financial data through the entire business lifecycle.

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CCH Tagetik logo

CCH Tagetik

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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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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Trovata logo

Trovata

Liquidity Without Limits

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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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Ramp logo

Corporate card and expense management platform

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Ramp is a cloud-based expense and spend management solution that provides businesses with virtual corporate cards for employees and allows them to track and manage company spending. The platform helps businesses to track trends in spending and identify areas where costs could be cut.

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Abby logo

Billing and invoicing platform

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Abby helps businesses ensure that customer documents are legal and comply with the rules. Customers can pay online and receive reminders for late payments.

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Upmetrics logo

Business plan software with AI assistance.

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Upmetrics is modern, AI-powered business plan software that simplifies planning for entrepreneurs and small business owners. Equipped with industry-specific templates, a drag-and-drop builder, and an automatic forecasting tool, Upmetrics helps you create a business plan in less than an hour.

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FloQast logo

AI-enabled accounting automation solution

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FloQast is an accounting automation solution that helps accountants close their books faster, more accurately and collaboratively. It gives an automated, integrated view of financial data to help reduce errors and save time

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PayPal logo

Payment processing, fraud protection and risk management

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PayPal provides an end-to-end suite of tools that can integrate with a business's existing systems and service providers. Its network of shoppers and businesses provides AI-driven data insights to help businesses reach new customers and drive results.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio helps financial organizations automate customer and operational workflows such as:

- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

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Obat logo

Comprehensive tool designed for construction specialists

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Obat is a tool designed for building specialists. It offers a host of relevant features which can be adapted to meet the requirements of small and large companies in this sector. Obat also includes an invoicing function with customizable documents available in company colors.

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Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Soldo logo

Expense Management and Soldo Company Cards

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Stop the headache of expense management with Soldo company cards tied to a powerful expense management platform.

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DataSnipper logo

Intelligent automation platform for audit and finance teams

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DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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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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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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Bob Finance logo

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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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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ExpensePlus logo

Brilliant Fund Accounting Software for Charities

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ExpensePlus is a cloud-based fund accounting software meticulously designed for churches, charities, and community groups. It offers efficient expense management, donation tracking, and comprehensive financial reporting, tailored to simplify and enhance financial processes.

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Snap Projections logo

Financial Advisors: Grow Your AUM & Receive More Referrals.

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Snap Projections is a cloud-based financial management as well as planning solution for Canadian Financial Advisors, Planners, and Investment/Wealth Managers.

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Lucanet logo

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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