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Financial Management
Page 3

Financial Management Software with Drag & Drop (2026) - Page 3

Last updated: April 2026

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Features

Financial Reporting(53)

Invoice Processing(29)

General Ledger(35)

Billing & Invoicing(35)

Bank Reconciliation(25)

Drag & Drop

Integrated with

Xero(15)

Chargebee(6)

HubSpot CRM(12)

Microsoft 365(8)

Microsoft Excel(16)

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Mac(28)

iPad(25)

Android(28)

Linux(21)

Web-based(64)

iPhone(28)

Windows(39)

Organization types

Small Business(61)

Non Profit(29)

Large Enterprises(52)

Public Administrations(23)

Freelancers(28)

Mid Size Business(53)

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Sponsored

Qotid

4.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Automate your finances with Qotid

Qotid is a financial data analysis tool. It allows, thanks to its functionalities, to follow and analyze the performance of its company.

Read more about Qotid

Users also considered

EMAsphere

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Performance management made easy for you

EMAsphere is a SaaS performance management platform that automates reporting thanks to its range of connectors and its catalog of pre-configured KPIs. It is the perfect tool for SMEs that want to focus on decision-making rather than data management in spreadsheets.

Read more about EMAsphere

Users also considered

Flowup

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Software de Gestão de Projetos, Equipes e Financeiro

O Flowup é um software de gestão integrada para projetos, tarefas, equipes síncronas e assíncronas, e financeiro. Sendo um sistema altamente personalizado para uma gestão de projetos flexível à necessidade de cada empresa.

Read more about Flowup

Users also considered

Revenue AI

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

PaaS and virtual Center of Excellence for Revenue Management

Cloud-based revenue management solution that provides actionable recommendations to optimize product portfolio and pricing/promo strategy to build profit margin and maximize ROI for CPG, Retail, Life Science, Medicine, and other sectors. The platform provides various features such as pricing management, strategy recommendations, notifications/alerts, artificial intelligence (AI), and predictive modeling.

Read more about Revenue AI

Users also considered

Dr. ERP

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Manufacturing inventory management software

Dr. ERP is a manufacturing inventory management software that helps businesses manage finance, inventory, sales, procurement, assets, and more. It offers advanced security measures to protect data and ensure compliance with industry standards.

Read more about Dr. ERP

Users also considered

Scopevisio

5.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Simplify your daily business with Scopevisio.

Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

Read more about Scopevisio

Users also considered

Go Fig

4.0

(1)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

AI-Powered Business Intelligence & Analytics

AI-Powered Business Intelligence and Analytics software for growth-stage companies to build KPI dashboards and drive new growth.

Read more about Go Fig

Users also considered

Aurigo Masterworks

3.0

(2)

Based on GetApp‘s extensive, proprietary database of in-depth, verified user reviews

Plan with confidence. Build with quality.

Aurigo’s capital planning solution helps owners and government agencies prioritize, fund, and manage long-term infrastructure investments with clarity and control. The platform centralizes all capital planning data—projects, funding sources, and forecasts—into a single, cloud-based system.

Read more about Aurigo Masterworks

Users also considered

Vertex Case Management & Billing

(0)

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.

Read more about Vertex Case Management & Billing

Users also considered

Corporate Planner

(0)

Financial planning and operations management software

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.

Read more about Corporate Planner

Users also considered

Process Runner GLSU

(0)

Automate SAP Financial Data Entry Using Microsoft Excel

Process Runner GLSU is process automation for SAP finance, allowing users to automate and streamline finance processes using Microsoft Excel. More powerful than a scripting tool, Process Runner GLSU allows users to create their own templates, validate data prior to posting, and document the process

Read more about Process Runner GLSU

Users also considered

Gemini

(0)

Powerful Org Charts and People Planning

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

Read more about Gemini

Users also considered

CostPerform

(0)

Financial transparency is achievable!

CostPerform is a cost management software, ensuring cost allocation and financial transparency. Leveraging superior analytics, it optimizes costs and boosts profitability. Its intuitive interface, robust security, and precise reports enhance financial clarity.

Read more about CostPerform

Users also considered

Monitr

(0)

Automate your cash flow forecasting and financial reporting

Monitr is a finance and cash flow software that automates your financial reporting and allows you to simulate your cash flow at any point in time.

Report your figures in a cash flow statement, balance sheet and profit & loss statement and customize your reporting structure in real-time.

Read more about Monitr

Users also considered

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

Users also considered

ATOM

(0)

Tax practice and office management solution

ATOM is a practice and office management solution designed for tax practitioners, advocates, and cost accountants. It offers a range of features and modules to streamline and automate various tasks and processes within organizations. ATOM includes a task dashboard for task management, recurring task automation, and approvals for task workflows. It also provides form solutions, digital signature tracking through a DSC register, and client portal access for communication.

Read more about ATOM

Users also considered

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