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Financial Management Software with Secure Data Storage (2026)

Last updated: April 2026

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55 software options

Wrike logo

AI powered workflow management platform

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Wrike is a team collaboration platform trusted by more than two million people worldwide. Use features such as custom budget settings, time tracking tools, automated reports, and analytics dashboards to help improve your financial management. Track costs and ensure project profitability with Wrike.

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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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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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Synder logo

Reconcile multichannel sales & recognize revenue with ease.

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Synder helps SME and MidSize up sync, record and recognize online sales and subscriptions in QuickBooks, Sage Intacct or Xero. The platform ensures accurate reconciliation across multiple platforms and offers easy invoicing, transaction categorization and instant data analytics.

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Tipalti logo

Finance automation and accounts payable solution

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Transform the way your finance team works. Automate your full AP, international payments, and procurement workflows.

Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks and more.

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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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Lucanet logo
Category Leaders

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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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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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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Accounting Seed logo

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

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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Bob Finance logo
Category Leaders

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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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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Corpay logo

A seamless end to end solution from procure to pay.

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Corpay's expense management solutions offer businesses a seamless end to end solution for managing expenses from procure to pay.

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MYOB Acumatica logo

Australia & New Zealand's #1 all-in-one cloud ERP software.

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Designed specifically for mid-sized businesses (20-1,000+FTEs that have outgrown accounting software, the scalable platform connects finance, sales, inventory, production, and people workflows all in one place and is tailored to the specific needs of Aussie and Kiwi businesses.

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Limelight logo

Cloud FP&A software for growth driven finance

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Limelight is cloud FP&A software for finance teams to drive growth, agility and critical business decisions. Hundreds
of North American CFOs use Limelight to uncover the insights and models that lead to successful business plans - and greater influence and respect for their finance function.

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Biller Genie logo

Automated. Integrated. Simplified.

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Biller Genie seamlessly connects to your accounting software and automatically sends invoices, reminders and past due notifications via email & paper mail. Your customers can pay invoices online via credit card, ACH or Apple Pay and payments are automatically closed in your accounting software.

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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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PortaldeProveedores.mx logo

Cloud-based supplier management portal

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Cloud-based supplier management portal

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Serrala Suite logo

Serrala – automate finance without limits!

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Serrala SAP-embedded and cloud-native software and services integrate finance and treasury processes and related data and documents in any IT landscape. Our offering digitizes and automates processes from end-to-end to provide visibility for the Digital Office of the CFO.

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Trovata logo

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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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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Quipu is the all-in-one solution that allows you to control invoicing, treasury, taxes and customers in a simple and intuitive way.

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Teamogy logo

All-in-one cloud platform for projects, finances & teams

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Teamogy is a secure all-in-one cloud platform for managing projects, finances, documents and teams. Includes budgeting, time tracking, invoicing, reporting, integrations and automation. Accessible anytime, scalable for startups to enterprises.

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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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