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Financial Management Software with Investment Management (2026)

Last updated: April 2026

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52 software options

NetSuite logo

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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Sage Intacct logo
Category Leaders

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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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP provides best-in-class integrated financial and business management, with full back-office functionality, designed to help you run your business more effectively. Acumatica is one system that integrates your company’s financial management, operations, CRM, and more.

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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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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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Agicap logo
Category Leaders

Manage your cashflow with ease

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Agicap is a software solution for running the cash flow side of your business, offering reliable forecasting and real-time analysis.

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IDU-Concept logo

Corporate performance management solution

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IDU-Concept is a web-based corporate performance management solution for budgeting, forecasting, financial reporting, and asset management in midsize and large enterprises. The software supports a range of budget types, multiple budget versions, revenue & financial reporting, and more.

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SAP Business ByDesign logo

Cloud ERP solution for small and medium sized businesses

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SAP Business ByDesign is an integrated business management solution delivered on a subscription basis through the cloud. SAP Business ByDesign can be localized for 130 different countries and for several specific industries, including manufacturing, wholesale distribution, PSA, non-profit, and more.

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Plaid logo

Platform that enables apps to connect with bank accounts

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Plaid is a technology platform which allows users to create connections between applications and bank accounts to authenticate accounts, check balances in real time, verify identities, validate income, pull transaction data, and verify borrower assets

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Workday Financial Management logo

A fresh approach to financial management.

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Workday Financial Management is a web-based accounting and planning software that helps with strategic financial decisions and predictable customer outcomes. It manages the sales and revenue portfolio and allows a completely transparent sales management experience both in the office and on the road.

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Priority Software logo

ERP Should Be Easier

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Priority is a pioneer in the ERP solutions market, providing flexible, cost-effective, AI-driven and cloud-based ERP solutions to 15,000 businesses in 40 countries. Its modular approach provides businesses from various industries with the solutions they need at any growth stage.

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AccountsIQ logo

Cloud-based accounting software for medium-sized businesses

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AccountsIQ is cloud-based accounting software that assists businesses in construction, retail, hospitality, and other sectors with cash flow forecasting, budgeting, and financial reporting.

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Orama logo

We help entrepreneurs, CEOs and CFOs to get their finances u

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Automated cash flow control and forecasting software. Real-time banking synchronization. Helping CEOs and CFOs.

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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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Buxfer logo

Take control of financial future

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Buxfer is a powerful budgeting application with easy-to-use features along with support for multiple currencies and automated syncing with various banks.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer provides a governed model for budgeting, forecasting, and reporting. Replace spreadsheets with a secure cloud platform that delivers instant calculations, predictive insights, and real-time visibility across financial performance.

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Aurum Solutions logo

Cloud-based financial management and reconciliation software

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Aurum is a cloud-based reconciliation platform that helps create online transactions and manage compliance processes

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Plika logo

A cloud-based software for analyzing your finances & budget

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A cloud platform to analyze your company data with a financial approach.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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DLS Financials logo

The premier savings and loan software for dioceses!

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The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years!

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Clockwork logo

Reinventing FP&A for growing companies and their advisors

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Clockwork powers growing companies and leading CPA firms with FP&A platform to generate more revenue and provide high value advisory services.

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SmartFusion logo

Cloud-based financial management software for schools

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SmartFusion is a cloud-based financial management software that helps streamline the accounting, billing, and reporting needs of K-12 and district schools. It lets finance professionals manage procurements, prepare budgets, and determine project costs.

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eMoney Advisor logo

Helping People Talk About Money

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eMoney Advisor delivers a suite of financial planning solutions designed to meet varying levels of client complexity. These range from goals-based to comprehensive cash-flow-based planning tools, enhancing client engagement, efficiency, and advisor-client relationships through interactive and personalized experiences.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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Clarity logo

Financial reporting and project portfolio management tool

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Clarity is a financial reporting software designed to help businesses manage customers, finances, ideas, resources, and projects. Administrators can execute strategic investments and create project portfolios on a centralized dashboard.

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