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Top Rated Financial Management Software with Free trial - Page 2

Last updated: November 2026

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178 software options

Clockwork logo

Reinventing FP&A for growing companies and their advisors

AI-native FP&A software that connects to QuickBooks or Xero and builds a 5-year financial model and 52-week cash flow forecast in minutes. Includes Mira, your AI financial analyst, plus scenario planning and headcount planning. Wholesale plans for accounting firms.

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Biller Genie logo

Automated. Integrated. Simplified.

Biller Genie seamlessly connects to your accounting software and automatically sends invoices, reminders and past due notifications via email & paper mail. Your customers can pay invoices online via credit card, ACH or Apple Pay and payments are automatically closed in your accounting software.

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DLS Financials logo

The premier savings and loan software for dioceses!

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

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

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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Allfred logo

Finance and project management solution

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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Probe42 logo

Drive choices with full data insights

Probe42 is a comprehensive Indian company information search and data intelligence tool that provides effortless access to a company's financial, legal, and compliance information. With over a decade of experience in handling data, Probe42 collects, cleans, and curates information from 743 validated public domain sources, ensuring high-quality and up-to-date data for users to make better and faster business decisions.

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LeanPay logo

Debt Collection Software: Cut Payment Delays by 40%

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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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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Die Agenturverwaltung logo

Project management and budgeting software for agencies

Die Agenturverwaltung is a project management software designed to help businesses generate cost estimates and manage accounting processes. Administrators can document employees’ working hours based on hours and weeks across multiple projects on a unified interface.

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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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Cryptoworth logo

Financial management and crypto accounting solution

Cryptoworth is a crypto accounting platform designed for accountants, CPAs, and enterprises managing digital assets. It automates **data aggregation, reconciliation, and reporting** across **blockchains, exchanges, and DeFi protocols**, ensuring accuracy, compliance, and seamless ERP integration.

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Hubmee logo

AI-powered productivity manager

Hubmee is an AI-powered manager that helps users handle tasks, finances, documents, and communication.

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Pyplan logo

The most flexible and powerful planning platform

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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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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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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Okimia logo

The treasury management platform for SMEs.

Okimia is the treasury platform for SME finance teams. Real-time cash visibility, rolling forecasts, multi-scenario planning, payment execution, and cash investment - all in one workspace. Trusted by 3,000+ SMEs who've replaced spreadsheets with a single source of financial truth.

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Planwhiz logo

Planwhiz is easy-to-use and fast-to-implement

Finance and business leaders use Planwhiz to move away from Excel to spend more time scaling the business. Administrators can utilize the platform to forecast cash flows, plan scenarios, consolidate departmental data input, and manage subscriptions.

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