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Top Rated Financial Management Software with Data import export - Page 3

Last updated: May 2026

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251 software options

Treasury Intelligence Solutions logo

Cashflow, Liquidity, & Payments Reimagined

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With over 11,000 banking options, $80 billion in daily cash managed, and $2.5 trillion in annual transaction volume, TIS has a proven track record of combining our unparalleled market expertise with tailored client and community feedback to drive digital transformation for companies of all sizes.

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finban logo

Cloud-based financial management tool for businesses.

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finban is a cloud-based financial management solution that helps businesses streamline cash flow forecasting and liquidity planning through real-time data and dynamic modeling of different scenarios. This results in greater forecasting accuracy and a reduced risk of overspending or underfunding. finban also offers insight into cash flow and financial position, with real-time data visualization and a consolidated view of financial data from multiple sources.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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AccessPay Platform logo

Automate payments, collections & bank statement retrieval

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AccessPay is leading the way in driving digital transformation within finance and treasury teams, by modernising processes across banking operations, minimising the risk of fraud and error, enhancing efficiency and optimising cash visibility.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Pyplan logo

The most flexible and powerful planning platform

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Experience the utmost flexibility and potency of a business planning platform that surpasses all others. Address every planning and analytical requirement within a unified and cohesive environment.

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Dataflow Clarity logo

A highly scalable financial management solution

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Dataflow Clarity is a highly scalable financial management solution designed for SMBs, fast-growing or complex and international organisations. The software can be hosted in the cloud or deployed on-premise, based on business needs.

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ProcessFlex logo

Process and profile management software

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ProcessFlex is an online system that allows you to create, customize, and manage any type of process, adapting to your business needs.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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Modern Treasury logo

Move, Track, and Reconcile Money in Real-Time

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Modern Treasury provides a comprehensive platform built around the RISE Engine, enhancing financial workflows with real-time data integration, AI-driven automations, and extensive connectivity options. It offers seamless bank payments orchestration, transaction reconciliation, and a scalable ledger system for improved financial operations.

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Zeller logo

Cloud-based solution for financial management.

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Simplify operations with Zeller’s all-in-one platform—manage banking, invoices, and integrations in one place

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CostTracker logo

Real-time cost control in projects!

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Real-time cost control in projects! All-in-one purchasing and real-time cost control . Create, approve and track purchase requisitions and purchase orders. Automate your invoice process with machine-learning. Works perfect as stand-alone or integrated with your accounting system.

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Process Runner logo

SAP made simple. Excel interface. 1900+ templates. Done.

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SAP automation in Excel. 1900+ templates for all modules. No IT help or coding. Validate before upload. 90% faster. AI-powered help.

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Embat logo

Automated and secure treasury management software

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Embat is an automated, efficient, and secure treasury for financial teams that generate business impact. Businesses can save time spent on manual tasks. Users can access all functionalities required to optimize their business liquidity from within a unified platform in real-time.

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Banktrack logo

Streamlining treasury with real-time insights.

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Banktrack is a treasury software that aims to provide an easy to use interface to visualize expenses and income in real-time, categorized and from a single platform. It allows users to track their financial data across multiple banks through customizable dashboards, automated transaction tagging, real-time alerts, and financial reports.

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EzPay America logo

POS, billing, invoicing, and payment processing software

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It's important that you have financial reporting abilities that lets you know where your business stands at any given time. With EzPay POS the financial reporting that you need is available at the click of a button.

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Fygr logo

The treasury management software for SMEs

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Fygr is a cash flow management software designed for SMEs. It centralizes financial data, automates bank reconciliation, enables AI-driven cash flow forecasting, tracks expenses, consolidates accounts, and even allows surplus cash placement with daily interest and 24h availability.

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Planwhiz logo

Planwhiz is easy-to-use and fast-to-implement

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Finance and business leaders use Planwhiz to move away from Excel to spend more time scaling the business. Administrators can utilize the platform to forecast cash flows, plan scenarios, consolidate departmental data input, and manage subscriptions.

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Avise logo

Business performance management software

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Avise is a project management software that provides automation, collaboration, and centralization of the team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.

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IDU logo

Finance in Flow

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IDU is an enterprise FP&A platform covering budgeting, forecasting, consolidations, and reporting. It connects to existing ERP and GL systems and is designed for both finance teams and operational managers. Deployed by over 500 organisations across four continents since 1997.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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Financials logo

Cloud-based accounting and financial management software.

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Financials is OneAdvanced’s Cloud-based financial management system which is designed to fully integrate into specific sectors with highly customisable dashboards and enhanced functionality.

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Regate logo

All-in-one financial management platform

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Regate makes financial management easy while avoiding the use of multiple tools.

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Helu logo

Financial management system

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Build a stronger future for your company, integrate existing software systems for more streamlined data processing - such as DATEVconnect! Avoid errors and align teams. Use consolidation feature to compare accounts, monitor liquidity and create case-specific scenarios.

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FinTrade logo

Web-based Financial Management Software

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FinTrade is a SaaS, web-based financial management software. It keeps track of your commercial finance operations such as factoring, asset-based lending, PO finance, inventory finance, supply chain finance, leasing, and others. It has a total of 8 modules that can be implemented separately: Accounting, Banks, Operations, Administrative, Financial Planning, Prospecting, Document Control, and Underwriting and Analytics. Multi-company/currency with a mobile app for customers and investors.

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