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Top Rated Financial Management Software with Small business - Page 2

Last updated: November 2026

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148 software options

Squava logo

Navigate Your Firm's Finances with Clarity and Precision

Squava is designed to unify time tracking, project management, invoicing, and financial forecasting. Its user-friendly interface provides real-time analytics for project profitability and efficient automated invoicing, aiming to aid service firms in financial management.

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Salesforce Financial Services Cloud logo

Cloud-based CRM software for financial services institutions

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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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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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Forwardly logo

AI-powered payments built for modern businesses and firms

Forwardly automates business payments and receivables with AI, deep accounting sync, and instant transfers. No monthly fees. Transparent transaction pricing. Send or receive, manage approvals, and maintain control with your whole team, all from one platform.

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finban logo

Cloud-based financial management tool for businesses.

finban is a cloud-based financial management solution that helps businesses streamline cash flow forecasting and liquidity planning through real-time data and dynamic modeling of different scenarios. This results in greater forecasting accuracy and a reduced risk of overspending or underfunding. finban also offers insight into cash flow and financial position, with real-time data visualization and a consolidated view of financial data from multiple sources.

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ProcessFlex logo

AI Financial Management Software

AI-powered financial management for small businesses. Track income, expenses, cash flow and bank reconciliation without ERP complexity.

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Clay logo

Cloud-based GTM data enrichment platform for all sizes

Cloud-based GTM enrichment and workflow automation platform combining 200+ data providers for sales, marketing, and revenue operations.

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Process Runner logo

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

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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CostTracker logo

Real-time cost control in projects!

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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Banktrack logo

Streamlining treasury with real-time insights.

Banktrack is a treasury software that aims to provide an easy to use interface to visualize expenses and income in real-time, categorized and from a single platform. It allows users to track their financial data across multiple banks through customizable dashboards, automated transaction tagging, real-time alerts, and financial reports.

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Clear Path To Cash logo

Built for the moment cash flow decisions matter

Clear Path To Cash Advisor helps financial professionals analyze cash flow, uncover hidden cash, evaluate debt, forecast cash needs, and turn financial insights into client-ready action plans.

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EzPay America logo

POS, billing, invoicing, and payment processing software

It's important that you have financial reporting abilities that lets you know where your business stands at any given time. With EzPay POS the financial reporting that you need is available at the click of a button.

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Avise logo

Business performance management software

Avise is a project management software that provides automation, collaboration, and centralization of the team's processes. By combining close checklists, amortization & depreciation schedules, flux analysis, and consolidation with client GL-level data, Avise aligns the work of the team across clients within one system, increasing capacity to deliver on-time, premium services.

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KeepBudget logo

Personal Finance Made Simple, Track Spending & Manage Budget

KeepBudget delivers robust financial management tools for individuals: sync bank accounts, credit cards, and investments, monitor net worth trends, generate detailed financial reports, and set data-driven goals — all from one secure, easy-to-use dashboard designed for modern money management.

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FinFit logo

Financial management software for benefits administrators

FinFit is a financial management software that helps benefits administrators and human resource professionals manage employees’ expenditures, savings, loans, and budgets on a unified interface. The platform enables administrators to refinance student loans, consolidate debts, and process payments via payroll.

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Helu logo

Financial management system

Build a stronger future for your company, integrate existing software systems for more streamlined data processing - such as DATEVconnect! Avoid errors and align teams. Use consolidation feature to compare accounts, monitor liquidity and create case-specific scenarios.

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Orama logo

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

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

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Seller Ledger logo

Simple Online Bookkeeping Software for eCommerce Sellers

Seller Ledger is a cloud-based financial management solution that allows eCommerce sellers to track finances, organize sales data into categories, create tax reports, and more. The platform enables retailers to connect eBay, Etsy and Amazon accounts as well as business credit cards for automated importing of data, inventory management, and COGS tracking. It offers a variety of features such as expense tracking, reporting, multi-account support, and more.

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WinCap logo

Financial management tool for K-12 school districts & BOCES

WinCap is a financial management tool designed to help New York K-12 school districts and the Board of Cooperative Educational Services (BOCES) manage payroll, time and attendance, claims, and accounting. It offers an employee portal, which allows staff members to request leaves, receive notifications on approvals and salary notices, and submit IT-2104, W-2, and W-4 forms.

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WellyBox logo

Cloud-based expense management and reporting software

WellyBox is a cloud-based expense management software designed to help businesses collect receipts and generate expense reports. Supervisors can automatically retrieve receipts from business emails and view all invoices on the unified dashboard.

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Sage Operations logo

Cloud-based ERP solution for small to mid-sized distributors

Sage Distribution and Manufacturing Operations (SDMO) software delivers cloud-native ERP solutions for small to mid-sized businesses. It helps streamline operations with features for sales order management, inventory optimization, production planning, and procurement, integrated with Sage Intacct's financial management.

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Huppi logo

Cloud-based cash flow management platform

Features include:
- Real-Time Cash Flow Tracking
- Financial Analytics
- Early Warning System
- Trend Analysis

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Intelligent Portfolio logo

Public Leases & Debt Management made Simple.

Track and monitor debt and leases (GASB-87) in a simple and affordable software application. Built for School Districts, Local Government, Utilities, and Higher Education.

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Zinancial Books logo

AI accounting software for small businesses

Zinancial Books is a cloud-based accounting software designed for small businesses, startups, and growing companies. The platform includes features such as automated bank reconciliation, invoice tracking, sales tax calculation, and multi-currency support. It incorporates an AI assistant called Zinny that provides financial guidance and automatically categorizes transactions based on historical data.

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Senfoni logo

Time tracking and productivity management for remote teams

Senfoni is a cloud accounting & professional services software designed for agencies, consultancy, legal & audit companies. It allows users to track time, run projects, boost collaboration, track & manage expenses and time off.

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