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Top Rated Financial Management Software with Excel

Last updated: June 2026

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31 software options

Sage Intacct logo

Best-in-class Cloud ERP for Finance

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The #1 Accounting Software and Financial Management Solution. Built for Finance by Finance.

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Longview Tax logo

Corporate tax management and reporting solution

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Longview Tax is a corporate tax management solution that provides businesses with tools for managing tax strategies, collecting data, provisioning, and reporting on taxes. The cloud-based platform also offers tools for tax planning and helps businesses create data-driven strategies.

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CCH Tagetik logo

Cloud-based & on-premise CPM solution for financial planning

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CCH Tagetik is a unified Corporate Performance Management software platform for finance budgeting, planning, dashboard-based insight reporting & data visualization

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LiveFlow logo

Bring Financial reports into Google Sheets.

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LiveFlow is a way to organize and update your reports - all without hours wasted on tedious manual work.

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Creatio CRM logo

New era CRM to manage all customer and operational workflows

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Creatio helps financial organizations automate customer and operational workflows such as:

- Core Banking Systems
- Loan Origination & Processing
- Indirect & Digital Lending
- Collateral, Appraisal & Lien Management
- Credit Risk & Underwriting
- Collections & Delinquency Management
and more

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DataSnipper logo

Intelligent automation platform for audit and finance teams

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DataSnipper is an Excel-native platform for audit and finance, bringing AI and Excel Agents into your workpapers to automate testing, reconciliation, and documentation with full traceability.

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Macabacus logo

The fastest way to get more done in Microsoft 365

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Macabacus is the Microsoft 365 add-in solution for finance and banking. It’s the fastest way to get more done, from complex financial models to branded presentations.

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OneStream logo

Corporate performance management solution for enterprises

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OneStream is a unified corporate performance management (CPM) solution which enables businesses to manage their financial reporting, budgeting & forecasting

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Cube logo

Financial planning software for handling budgets & reports

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Cube is a financial planning and analysis (FP&A) software designed to help businesses of all sizes handle forecasting, budgeting, and reporting of financial data via a unified platform. It enables managers to create financial plans, configure workflows, and provide role-based access to team members to view or edit financial data.

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DLS Financials logo

The premier savings and loan software for dioceses!

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The premier savings and loan software for diocese to manage deposits/loans/pooled investment management software for over 22 years!

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iplicit logo

Cloud-based accounting and financial management software

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iplicit is a cloud-based software designed for businesses of all sizes that helps streamline accounting processes, generate business reports, and analyze financial datasets on a unified platform. Key features include summary charts, multi-currency, and purchase orders.

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Process Runner logo

SAP made simple. Excel interface. 1900+ templates. Done.

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SAP automation in Excel. 1900+ templates for all modules. No IT help or coding. Validate before upload. 90% faster. AI-powered help.

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FutureView Systems logo

Where Finance Software and Service Intersect

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FutureView offers transformative finance solutions and tools created by finance professionals for finance professionals. This FP&A software centralizes your financial and operational data through dynamic integrations for custom expedited reporting, budgeting and forecasting at a detailed level.

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EMAsphere logo

Performance management made easy for you

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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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Bicxo logo

Business intelligence (BI) tool for data visualization

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BiCXO is a cloud-based software that helps enterprises leverage self-service business intelligence (BI) tools to collect data from multiple sources and analyze them on an interactive dashboard. Managers can use the platform to track KPIs and visualize data in the form of bar graphs, charts, or maps.

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Limelight logo

FP&A, Without the Wait

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Limelight is a modern FP&A platform that automates budgeting, forecasting, and financial reporting with AI and narrative reporting for mid-market finance teams.

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Kepion logo

Collaborative business planning software

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Kepion is a cloud-based business planning software powered by Microsoft Business Intelligence which combines budgeting, forecasting, BI reporting, modelling technology, and more in a single, centralized platform, enabling users to produce & plan applications around the way their organization works

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Leapfin  logo

Produce transaction-level, GAAP-compliant, accurate reports

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Digital brands that are expanding quickly want speedier, auditable, GAAP-compliant revenue data for each transaction.

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Acumatica Cloud ERP logo

Cloud-based enterprise resource planning software

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Acumatica Cloud ERP provides best-in-class integrated financial and business management, with full back-office functionality, designed to help you run your business more effectively. Acumatica is one system that integrates your company’s financial management, operations, CRM, and more.

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Mercur Business Control logo

Budgeting and business performance management

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Mercur Business Control is a business performance management solution designed to help enterprises streamline financial & operational performance by providing insight into budgeting, work processes, and more. It lets users integrate the platform with ERP systems & centralize data.

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Acumen logo

Everything you need for an exceptional point of sale system

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Acumen is an accounting software that helps enterprises manage and streamline accounting operations on a centralized platform. It enables organizations to perform in-depth reporting and data analysis, facilitating business operations.

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Workday Adaptive Planning logo

Enterprise planning software for agile budgeting & reporting

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At Workday, we are delivering a unified system to support transaction processing, multidimensional reporting, consolidation, and compliance. Workday Adaptive Planning was recognized as a 2023 Gartner® Peer Insights™ Customers’ Choice for financial planning software.

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AFAS Software logo

Human resources, payroll, and finance management

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AFAS Software is a suite of tools that automates processes for human resources, payroll, & finance management, providing personalized access to the platform for both employees & managers. AFAS features include automated invoice reconciliation, leave and absence registration, payroll analysis & more.

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TallyPrime logo

One software to manage your business operations!

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TallyPrime is a business management and accounting software that helps manage invoicing, accounting, inventory, payroll, and taxation. It offers integrated features and reporting to streamline operations and provide clear visibility into business performance.

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Wrike logo

AI-powered work delivery platform

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Wrike is the trusted work delivery platform for financial management. AI helps your finance team centralize processes like month-end close and budget planning in one governed, secure environment. Streamline collaboration and execution while maintaining strict control and auditability.

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