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Top Rated Financial Management Software with Free trial - Page 7

Last updated: September 2026

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179 software options

Compass AI logo
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AI-powered financial intelligence for growing businesses

Compass AI transforms financial planning for small-to-mid-sized businesses. Connect your accounting system in minutes, consolidate entities, get real-time cash flow forecasting, plan multiple scenarios. No enterprise complexity. No manual spreadsheets. Just clear financial clarity when you need it.

Read more about Compass AI

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Sorbet logo
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PTO Cash Out Solution

PTO Cash Out Solution. A new type of benefits platform for your employees.

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TradeSave+ logo
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Trading journal with backtesting and fundamentals

TradeSave+ is a trading journal and backtesting platform allowing traders to log unlimited trades with customizable fields and analyze performance across metrics. Features include chart replay with historical data review, equity curve tracking, and support for forex, stocks, crypto, futures, and commodities. It offers tools like bias scores, COT data, currency strength indicators, and live news from multiple sources for fundamental analysis.

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iCash logo
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Personal finance tracking for income and expenses

iCash is personal finance software for macOS and Windows that tracks incomes, expenses, credits, debts, and bank transactions. The application supports unlimited accounts and categories, multiple currencies including cryptocurrencies, and offers customizable reports and budget management tools. iCash features password protection, automatic backup, and the ability to import and export financial data in various formats.

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FigureFlow logo
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AI-enabled financial intelligence platform

FigureFlow is an AI-powered financial intelligence platform that helps businesses understand their data and prevent bad financial decisions.

The platform delivers real-time analytics, automated reporting, and predictive insights through an intuitive dashboard.

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Simetrik logo
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Automating high complexity and high volume reconciliation

Simetrik is a SaaS, no code platform, that offers the right balance between flexibility and robustness for the automation of the financial and operational reconciliation process.

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Diadyn logo
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Business management application

Diadyn Billing, Finance & Accounts, and POS are independent, scalable apps that integrate with other Diadyn apps. They streamline billing, manage finances, and track inventory in real time, ensuring accurate reports and smooth operations across all business functions through seamless integration.

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Moneypex logo
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Cloud-based accounting and bookkeeping software

Moneypex is a cloud-based accounting and bookkeeping software that helps businesses manage cash flow, recurring transactions, expenses, suppliers, financial reporting, and more from within a unified platform. It enables staff members to attach inventory documents, import stock items, and categorize bills, services, products, and other items.

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Gemini logo
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Powerful Org Charts and People Planning

Gemini unlocks the power of your people data to create the best version of your organization.

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Factor Avenue logo
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AI invoice platform for factoring companies

Factor Avenue is a cloud-based invoice factoring software that automates client onboarding, invoice verification, risk scoring, and funding processes for factoring companies. The platform includes features for reserve and escrow management, collections tracking, cash posting, and configurable pricing engines for fees and interest calculations. It offers role-based permissions, audit logs, and secure portals for clients, debtors, and partners to submit invoices and track funding status.

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Vertex Case Management & Billing logo
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Simplify scheduling and time tracking

Vertex offers all the tools social service agencies in the United States need streamline time tracking, employee scheduling, payroll, case management and time and attendance.

Read more about Vertex Case Management & Billing

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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.

Read more about WiseData Finances

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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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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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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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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.

Read more about Lumino

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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.

Read more about CalculatorAI

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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.

Read more about Ascend

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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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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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Budgetify: Money Manager logo
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Offline personal finance tracker for Android

Your money, finally under control — track, budget & grow your wealth.

Read more about Budgetify: Money Manager

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Dental Professional Portal logo
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The Dental Back Office Management Portal

DPP is the UK dental back office management platform. Manage billing, NHS claims,
compliance, HR, and practice operations in one secure system. Built for dental
practices

Read more about Dental Professional Portal

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