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Financial Management
Transaction history

Top Rated Financial Management Software with Transaction history - Page 7

Last updated: August 2026

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Features

API

Data Visualization

Financial Reporting

Transaction History

Invoice Management

Integrated with

QuickBooks Online

Microsoft Excel

Microsoft 365

NetSuite

Zapier

Pricing model

Free

Open Source

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One Time License

Subscription

Devices supported

Android

Chromebook

iPad

iPhone

Linux

Mac

Web-based

Windows

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Freelancers

Large Enterprises

Mid Size Business

Non Profit

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Small Business

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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

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Vendorplace

(0)

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.

Read more about Vendorplace

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B1Money

(0)

Credit Management

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

Read more about B1Money

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Puzzle

(0)

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.

Read more about Puzzle

Users also considered

Lyfeguard

(0)

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.

Read more about Lyfeguard

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CentSight

(0)

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.

Read more about CentSight

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Ascend

(0)

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.

Read more about Ascend

Users also considered

Balancinho

(0)

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

Read more about Balancinho

Users also considered

HelloBooks

(0)

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.

Read more about HelloBooks

Users also considered

Budgetify: Money Manager

(0)

Offline personal finance tracker for Android

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

Read more about Budgetify: Money Manager

Users also considered

BPilot

(0)

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

Read more about BPilot

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eMada

(0)

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.

Read more about eMada

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Co-op Housing Matters App Package

(0)

'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".

Read more about Co-op Housing Matters App Package

Users also considered

Spreadym

(0)

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.

Read more about Spreadym

Users also considered

Horizon

(0)

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.

Read more about Horizon

Users also considered

Zenfirst

(0)

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.

Read more about Zenfirst

Users also considered

Sequence

(0)

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.

Read more about Sequence

Users also considered

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