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Top Rated Financial Management Software with Web based - Page 14

Last updated: September 2026

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365 software options

WiseData Finances logo
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Personal + Business Finance, Unified in One Account

All-in-one financial management for individuals and businesses. Manage personal finances, multiple companies, cash flow, P&L, budgets, and more — in one account. Available in English, Spanish, and Portuguese.

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Finanshels.com logo
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Mastering financial data with ease and insight

Finanshels provides advanced financial management dashboard that seamlessly integrates with your existing accounting software to provide real-time insights into your business's financial health. With an easy-to-use interface accessible across devices, Finanshels simplifies tracking, analyzing, and decision-making when it comes to your finances.

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Etops logo
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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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Evreka logo
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Software for digitizing waste and recycling operations

Manage and digitize waste and recycling operations on one platform to achieve utmost efficiency with software and hardware solutions.

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Brixx logo
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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.

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FINERGIA logo
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The first online financial planner on the market

It is an ERP system augmentation SaaS product created by financiers for managers and CFOs. A cutting-edge web programme with all the features experts need to optimize and automate financial management and control of businesses.

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Vendorplace logo
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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
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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
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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
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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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Piteco Evo 5 logo
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Modular Treasury solution used across all business sectors

Piteco is a modular product, used in 5 continents in the areas of Liquidity Management, Digital Payments, Financial Planning, Payment & Collection Factory, Global Treasury Management.

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Trezy logo
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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.

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JustPerform logo
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Planning and reporting software for businesses.

JustPerform is a cloud-based planning and reporting software designed for finance businesses that helps set up budgets, forecasts, and reports. The tool lets teams follow guided workflows for consistent results every time.

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Lumino logo
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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
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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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CalculatorAI logo
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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.

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CECL FIT logo
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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.

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Ascend logo
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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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HARMONiQ logo
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Streamline your business.

Grow your business while staying in complete control with customisable, all-in-one software made for fast-moving, inventory-based businesses.

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QFD logo
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Fraud and Disputes. Automated.

Quavo’s QFD is the only cloud-based, automated chargeback management SaaS platform for issuers.

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OpenGov Financials logo
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Financial management suite built exclusively for government.

OpenGov Financials is a financial management suite that helps government organizations manage general ledger, fund accounting, reporting, and more.

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TrackEdge logo
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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.

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Balancinho logo
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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
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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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Monitr logo
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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.

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