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Top Rated Financial Management Software with Workflow management - Page 2

Last updated: May 2026

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182 software options

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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Drivetrain logo

Platform for planning and managing financial analysis

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Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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Cyferd logo

No code platform for developers

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Cyferd is a no-code platform designed to help businesses build smart, scalable, and flexible applications in the cloud. Teams can Automate tasks with data workflows to improve productivity. It enables managers to share data across applications to better understand data and relationships.

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Cube logo

Financial planning software for handling budgets & reports

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Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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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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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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Kolleno logo

Automate Your Financial Operations

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Kolleno is a cutting-edge global SaaS financial operations platform that is transforming accounts receivable management, collections, payments, and reporting for B2B businesses.

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Northspyre logo

Good-bye spreadsheets. Hello higher returns.

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Northspyre helps project teams use data, automation, and artificial intelligence to get easier, more predictable outcomes on complex projects.

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Finario logo

Capital planning and budgeting platform

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Finario is an enterprise Capex software that connects your people, projects and systems to provide a unified view of all capital investment activity and options to enable industrial companies to make better decisions and drive faster growth and higher profits.

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Allfred logo

Finance and project management solution

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Allfred is a workflow management tool for advertising and PR agencies designed to streamline processes and minimize errors. It prioritizes the needs of creatives by automating proposals, budgeting, and project management while also providing real-time financial and project data.

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LeanPay logo

Debt Collection Software: Cut Payment Delays by 40%

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LeanPay is an automated debt collection software for B2B companies. With customer dunning automation, real-time performance tracking, risk management, and integrated payment options, LeanPay reduces late payments and increases cash flow by 30%.

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Costimize logo

Enterprise multi-cloud financial management tool.

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Costimize is a cloud-based financial management platform for Google Cloud, AWS, and Azure. It connects natively with these leading cloud providers via APIs and IAM permissions, enabling companies to drive intelligent decisions as they examine, design, build, manage, and optimize their cloud environments.

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iplicit logo

Cloud-based accounting and financial management software

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iplicit is a cloud-based software designed for businesses of all sizes that helps streamline accounting processes, generate business reports, and analyze financial datasets on a unified platform. Key features include summary charts, multi-currency, and purchase orders.

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Mission Control logo

Leading PSA and Project Management SaaS

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Mission Control is a project management tool that helps teams orchestrate their work, from daily tasks to strategic initiatives.

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HOLO logo

AI-enabled platform to automate & optimize vendor management

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HOLO is a cloud-based solution enabled by AI that automates the complete lifecycle management of suppliers, providing control, transparency, and efficiency in key processes such as procurement, contract compliance, financial performance evaluation, and risk classification.

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Treasury Intelligence Solutions logo

Cashflow, Liquidity, & Payments Reimagined

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With over 11,000 banking options, $80 billion in daily cash managed, and $2.5 trillion in annual transaction volume, TIS has a proven track record of combining our unparalleled market expertise with tailored client and community feedback to drive digital transformation for companies of all sizes.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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AccessPay Platform logo

Automate payments, collections & bank statement retrieval

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AccessPay is leading the way in driving digital transformation within finance and treasury teams, by modernising processes across banking operations, minimising the risk of fraud and error, enhancing efficiency and optimising cash visibility.

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Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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Financial Services Cloud is a CRM software that allows financial services teams to access actionable client insights and deliver personalized advice across any channel or device.

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Pyplan logo

The most flexible and powerful planning platform

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Experience the utmost flexibility and potency of a business planning platform that surpasses all others. Address every planning and analytical requirement within a unified and cohesive environment.

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Dataflow Clarity logo

A highly scalable financial management solution

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Dataflow Clarity is a highly scalable financial management solution designed for SMBs, fast-growing or complex and international organisations. The software can be hosted in the cloud or deployed on-premise, based on business needs.

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Clay logo

Financial and accounting automation platform

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Clay is a financial and accounting software platform that helps businesses automate bank reconciliations, generate financial reports, and centralize business information. The platform features automatic bank reconciliation, cash flow projections up to twelve months, client and vendor management, and automated accounting entries. It includes integrations with multiple banks, tax authorities, and ERP systems, along with an AI assistant for user support.

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Modern Treasury logo

Move, Track, and Reconcile Money in Real-Time

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Modern Treasury provides a comprehensive platform built around the RISE Engine, enhancing financial workflows with real-time data integration, AI-driven automations, and extensive connectivity options. It offers seamless bank payments orchestration, transaction reconciliation, and a scalable ledger system for improved financial operations.

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CostTracker logo

Real-time cost control in projects!

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Real-time cost control in projects! All-in-one purchasing and real-time cost control . Create, approve and track purchase requisitions and purchase orders. Automate your invoice process with machine-learning. Works perfect as stand-alone or integrated with your accounting system.

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Process Runner logo

SAP made simple. Excel interface. 1900+ templates. Done.

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SAP automation in Excel. 1900+ templates for all modules. No IT help or coding. Validate before upload. 90% faster. AI-powered help.

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