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Top Rated Financial Management Software with Free trial - Page 3

Last updated: September 2026

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179 software options

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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RightCapital logo

Financial planning solution

RightCapital is a financial planning solution designed to help individual financial advisors and advisor networks manage budgeting, track expenditures, and strategize finances. Key features include managing and orchestrating investment, retirement, insurance, and tax plans.

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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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Savology logo

Financial health and wellness benefits for employers.

Financial Wellness, Financial Planning, Employer Benefits, Financial Wellness Benefits

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BznsBuilder logo

AI Financial Planning & Forecasting for Growing Businesses

AI-powered financial planning software that helps founders forecast revenue, cash flow, and profitability, test business scenarios, and make smarter financial decisions without complex spreadsheets.

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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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FinTrade logo

Web-based Financial Management Software

FinTrade is a SaaS, web-based financial management software. It keeps track of your commercial finance operations such as factoring, asset-based lending, PO finance, inventory finance, supply chain finance, leasing, and others. It has a total of 8 modules that can be implemented separately: Accounting, Banks, Operations, Administrative, Financial Planning, Prospecting, Document Control, and Underwriting and Analytics. Multi-company/currency with a mobile app for customers and investors.

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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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Revenue AI logo

PaaS and virtual Center of Excellence for Revenue Management

Cloud-based revenue management solution that provides actionable recommendations to optimize product portfolio and pricing/promo strategy to build profit margin and maximize ROI for CPG, Retail, Life Science, Medicine, and other sectors. The platform provides various features such as pricing management, strategy recommendations, notifications/alerts, artificial intelligence (AI), and predictive modeling.

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Zapro logo

World's first AI powered AP automation

Zapro helps you increase your working capital and savings by optimizing your spending and payables process across your vendors and business units.

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OneCore logo

Financial services solution for Microsoft Dynamics

OneCore for Microsoft Dynamics is a financial management software certified by Microsoft. It allows businesses to streamline financial services operations across loans, fleet, leases, and more on a centralized platform.

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Vestio logo

Integrated wealth management and financial control system

VESTIO provides firms with financial solutions and access to capital market data to help streamline core business operations and CRM functions. Key features include client management, compliance tracking, accounting, data sharing, investment control, performance metrics, and a client portal.

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EMASPHERE logo

Performance management made easy for you

EMAsphere is a SaaS performance management platform that automates reporting thanks to its range of connectors and its catalog of pre-configured KPIs. It is the perfect tool for SMEs that want to focus on decision-making rather than data management in spreadsheets.

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Scopevisio logo

Simplify your daily business with Scopevisio.

Scopevisio is the cloud-based business software that automates commercial processes, aligns your company more profitably and thus makes it fit for the digital future.

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Asset-Map logo

Visual financial planning software for advisors

Asset-Map is financial planning software for advisors to simplify client discussions. It creates visual reports showing financial landscapes, relationship maps, priorities, and goals on one page. Features include discovery interviews, scenario drafts, templates, and smart signals for risks. It integrates with planning tools and offers a secure client portal. Asset-Map is SOC 2 certified and meets industry security standards.

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Dendreo logo

Softwre for managing training operations

Dendreo is a cloud-based solution destined to help training centers manage their operations.

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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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Flowup logo

Software de Gestão de Projetos, Equipes e Financeiro

O Flowup é um software de gestão integrada para projetos, tarefas, equipes síncronas e assíncronas, e financeiro. Sendo um sistema altamente personalizado para uma gestão de projetos flexível à necessidade de cada empresa.

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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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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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Konsolidator logo

Cloud software that automates financial consolidation

Automate the consolidation of Actual, Budget & Forecast numbers with simple cloud software and integrations to your EPR system, and get a fast month-end close.

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SMART Suite logo

An Embedded Payment Portal Like No Other.

SMART Suite powered by Transcard offers an all-in-one payment processing solution. With SMART Suite, businesses can manage insights, process payments, and onboard all in one place.

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Koyfin logo

All the data you need, at your fingertips.

Koyfin is a market analytics platform for researching and understanding markets.

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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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Tidely logo

Liquidität steuern – mit allen Sinnen.

idely's liquidity management software helps SMEs improve their financial performance, increase efficiency, and make better business decisions by providing them with real-time visibility into their cash flow and financial position, accurate forecasting and budgeting tools, and a range of customizable

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