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Financial Management
Small business

Top Rated Financial Management Software with Small business - Page 6

Last updated: September 2026

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Data Visualization

Transaction History

Invoice Management

Project Management

Integrated with

QuickBooks Online

Microsoft Excel

Microsoft 365

NetSuite

Zapier

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Small Business

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143 software options

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Brixx

(0)

Financial forecasting for every business

Brixx is a financial forecasting SaaS that can help any business create financial projections. No need for expert financial knowledge. If users know their business, they can quickly create accurate projections, with reports and charts generated automatically.

Trezy

(0)

Empowering businesses with smart cash management

Trezy is a cash management platform offering real-time insights, automated forecasting, and seamless bank integration to streamline financial processes for businesses.

Lumino

(0)

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.

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.

CalculatorAI

(0)

AI finance tools: calculators and trackers

CalculatorAI is an AI-powered finance workspace combining calculators, trackers, and document tools in one platform. Users can upload financial documents like bank statements or paystubs, which the AI reads to auto-fill tools. It features trackers for portfolios, expenses, and trading journals that save data over time, plus document generators for invoices, quotes, and QR codes without watermarks.

Manticore Finance

(0)

Your entire financial life, in one place.

A private Windows app that tracks live stocks, ETFs, crypto and net worth with institutional-grade analytics — one-time purchase, encrypted on your own machine.

CECL FIT

(0)

Web-based financial management software for CECL compliance

CECL FIT is a web-based financial management software designed to help businesses comply with current expected credit loss (CECL) standards by reviewing portfolio reserves and testing assumptions. The system enables supervisors to assess the impact of credit loss across held-to-maturity (HTM) securities.

TrackEdge

(0)

Journal & budget planner for retail investors

TrackEdge is a trading journal and personal finance application designed for retail investors. The software allows users to log trades with entry and exit details, track portfolio holdings with live market prices across seventy-plus global exchanges, and manage budgets with automatic synchronization of trading profits and losses to monthly income tracking. The platform includes performance reporting features, tax report generation, and a watchlist with price alerts.

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

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.

Monitr

(0)

Automate your cash flow forecasting and financial reporting

Monitr is a finance and cash flow software that automates your financial reporting and allows you to simulate your cash flow at any point in time.

Report your figures in a cash flow statement, balance sheet and profit & loss statement and customize your reporting structure in real-time.

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

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.

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.

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.

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.