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Top Rated Financial Management Software with Data visualization - Page 10

Last updated: September 2026

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282 software options

1Token logo
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Institutional Crypto Financial Software Provider

1Token provides front- to back-office operating system (cloud & on-premise) to help crypto financial institutions / DAOs better manage sales & trading, order, portfolio, risk, collateral, accounting, treasury, liquidity etc.

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Xpectify logo
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Project finance and planning management software

Xpecify is a financial management software that helps businesses manage project costs, planning, sales orders, work hours, and more. It allows users to automate the billing process by providing them with a single platform where they can track projects and invoices.

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Uniflow logo
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Financial ecosystem for individuals & businesses

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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Compass AI logo
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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.

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Sorbet logo
(0)

PTO Cash Out Solution

PTO Cash Out Solution. A new type of benefits platform for your employees.

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TradeSave+ logo
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Trading journal with backtesting and fundamentals

TradeSave+ is a trading journal and backtesting platform allowing traders to log unlimited trades with customizable fields and analyze performance across metrics. Features include chart replay with historical data review, equity curve tracking, and support for forex, stocks, crypto, futures, and commodities. It offers tools like bias scores, COT data, currency strength indicators, and live news from multiple sources for fundamental analysis.

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Fiplana logo
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Cloud-based financial planning tool for Qlik.

Fiplana is a cloud-based data analysis solution that helps businesses streamline financial forecasting and planning within Qlik. The solution integrates with existing Qlik data, preserving the investment in Qlik while enhancing planning capabilities. Its real-time data and automated planning features optimize collaboration, ensuring that everyone is on the same page and supporting timely decision-making.

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PenaltyFreeRetire logo
(0)

Free retirement calculators - Roth ladders and early 401(k)

Free retirement calculators for early retirement planning. Plan Roth conversion ladders, HSA withdrawal strategies, and Rule of 55 access. See the tax impact of your withdrawals without signing up or sharing personal identifying data.

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USU FinOps logo
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Cloud financial management software

USU FinOps enables 100% cost allocation, including shared expenses like support, data lakes or shared resources, you get the full picture. Use Virtual Tags to easily set up complex business rules and allocate costs exactly where they belong.

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Abbove logo
(0)

Wealth Planning Platform with centralized data management.

Wealth Planning Platform for Professional Advisors.

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iCash logo
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Personal finance tracking for income and expenses

iCash is personal finance software for macOS and Windows that tracks incomes, expenses, credits, debts, and bank transactions. The application supports unlimited accounts and categories, multiple currencies including cryptocurrencies, and offers customizable reports and budget management tools. iCash features password protection, automatic backup, and the ability to import and export financial data in various formats.

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FigureFlow logo
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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.

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Simetrik logo
(0)

Automating high complexity and high volume reconciliation

Simetrik is a SaaS, no code platform, that offers the right balance between flexibility and robustness for the automation of the financial and operational reconciliation process.

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Diadyn logo
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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.

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Softcash magnet logo
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Treasury Management System

This comprehensive treasury management system aids businesses in effectively overseeing cash management, liquidity planning, netting, treasury operations, financial accounting, and various other crucial aspects.

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Gemini logo
(0)

Powerful Org Charts and People Planning

Gemini unlocks the power of your people data to create the best version of your organization.

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Juni logo
(0)

The financial management platform made for ecommerce

A financial management platform made for ecommerce. Use Juni to make better decisions, scale up, and unlock the potential of your online business.

Multi-currency cards and accounts
PayPal, Stripe, and Google Ads integrations
2% cashback for your first 30 days, up to 1% thereafter

And much more

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Captive Owner Portal logo
(0)

Real-time captive insurance portfolio management

Captive Owner Portal provides real-time visibility into financial performance across captives. Monitor capital, solvency, invoices, and payments while using analytics and AI insights to support better financial decisions.

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Factor Avenue logo
(0)

AI invoice platform for factoring companies

Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

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FlashAlpha logo
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Options analytics API for traders and developers

FlashAlpha provides real-time options analytics via a REST API delivering gamma, delta, vanna, and charm exposure data for over 6,000 US equities and ETFs. It offers Black-Scholes-Merton Greeks, SVI volatility surfaces, max pain analysis, and dealer positioning metrics through live and historical endpoints. Users can integrate via SDKs in Python, JavaScript, C#, Go, and Java or connect to AI assistants via an MCP server for automated analytics queries.

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vaultbox logo
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A single secure cloud-based location for financial planning.

vaultbox not only gives you the ability to store all your assets, but allows you to download charts and graphs that will give you an overview of all your assets and liabilities. You are then able to generate reports that present your net worth and historical data!

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Vertex Case Management & Billing logo
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Simplify scheduling and time tracking

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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WiseData Finances logo
(0)

Personal + Business Finance, Unified in One Account

All-in-one financial management for individuals and businesses. Manage personal finances, multiple companies, cash flow, P&L, budgets, and more — in one account. Available in English, Spanish, and Portuguese.

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Finanshels.com logo
(0)

Mastering financial data with ease and insight

Finanshels provides advanced financial management dashboard that seamlessly integrates with your existing accounting software to provide real-time insights into your business's financial health. With an easy-to-use interface accessible across devices, Finanshels simplifies tracking, analyzing, and decision-making when it comes to your finances.

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Etops logo
(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.

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