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Top Rated Financial Management Software with Transaction history - Page 7

Last updated: September 2026

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171 software options

Softcash magnet logo

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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Juni logo

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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Vertex Case Management & Billing logo

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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Etops logo

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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Vendorplace logo

Web-based recurring billing and account management software

Vendorplace assists firms to improve their liquidity standings without debt, maximizing cash flow processes. Key features include an activity dashboard, purchase order management, electronic payment, approval process control, expense tracking, vendor management, invoicing, and bank reconciliation.

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B1Money logo

Credit Management

Credit management system that enables you to track and manage your business credit from a single system.

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Puzzle logo

Cloud-based financial management solution

Puzzle is an accounting software designed specifically for startups and small businesses. It offers a comprehensive suite of features to streamline financial management and provide real-time insights for better decision-making.

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Lyfeguard logo

Secure client intelligence for wealth and legal firms

A client intelligence platform designed to manage the data surrounding a client’s financial life. Lyfeguard centralises assets, property, and liabilities into one record, surfacing held-away wealth and providing advisers with a comprehensive view of client circumstances and advice opportunities.

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Lumino logo

All your accounts, spending, and net worth in one place

Lumino gives individuals and households one connected view of net worth, spending, and budgets across every linked bank, credit card, investment, and loan account, using secure, read-only Plaid connections with zero ability to move funds.

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CentSight logo

AI-powered finance for growing businesses

CentSight is an AI-powered financial management platform for businesses earning $1M–$50M annually. It integrates with QuickBooks Online and Plaid to deliver real-time financial analysis via a conversational interface for natural language queries. Features include customizable dashboards, burn rate tracking, runway calculations, cash flow monitoring, and alerts for anomalies like duplicate charges or unusual spending.

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Users also considered
Ascend logo

AI-powered finance automation for the insurance industry.

Ascend is a cloud-based financial management solution that helps insurance businesses streamline critical financial operations including billing, payments, accounting, and disbursements. The platform allows users to accelerate growth through simplified financial operations, increase revenue without growing expenses, and enhance security measures to protect sensitive payment information.

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Balancinho logo

Simple daily cash flow control for small businesses

Balancinho is a simple financial management software for freelancers and small businesses, helping users track daily cash flow, record income and expenses, and manage payables and receivables for better financial

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HelloBooks logo

AI bookkeeping software for small businesses

AI-powered financial management platform with automated transaction categorization, bank reconciliation, multi-currency support, and real-time reporting for modern businesses.

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Budgetify: Money Manager logo

Offline personal finance tracker for Android

Your money, finally under control — track, budget & grow your wealth.

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BPilot logo

AI-powered cloud platform for finance and operations

Gestionale cloud con AI integrata che semplifica la gestione e automatizza contabilità e finanza, rendendo tutto più veloce e intuitivo

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eMada logo

Cloud student information system for universities

eMada is a cloud-based student information system designed for medium and large universities. The platform unifies admissions, registration, finance, scholarships, academic records, accommodation, and enterprise reporting modules. It includes AI capabilities for enrollment forecasting and scheduling, a no-code workflow engine, and integration options with existing systems.

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Co-op Housing Matters App Package logo

'Affordable Software for Affordable Housing'

The Co-op Housing Matters Software Package

Property Management Software for Co-op's and Non-Profit Housing with seamless integration between four interconnected Apps

Each App Affordably priced - based on Co-op size so this ensures that every Co-op gets full functionality, the "True Solution".

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Spreadym logo

FP&A Software, EPM Software, CPM Software, Business Planning

Spreadym is a solution for Financial Planning and Analysis that will suit such analytical tasks as planning, budgeting, forecasting, scenario modeling, financial consolidation, and report building.

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Horizon logo

AI-powered financial management and forecasting

HORIZON by Bravo Zulu Intelligence is an AI-powered financial management platform that automates bank reconciliation, cash flow forecasting, and financial reporting. The software features automated transaction matching, KPI tracking, anomaly detection, and GAAP-ready report generation. HORIZON connects to financial institutions and provides real-time dashboards, predictive analytics, and multi-entity consolidation capabilities for businesses.

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Zenfirst logo

Cash management software for freelancers, VSEs and SMEs

Zenfirst tréso is a cash management software designed for freelancers, VSEs and SMEs. It allows managers and financial directors to obtain reliable information on their cash flow in order to make decisions for the future of the company.

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Sequence logo

Financial automation software for small businesses

Sequence is a cloud-based financial router and automation software designed for small and midsize businesses (SMBs) that helps visualize money flow, set smart routing rules, and more.

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