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Top Rated Financial Management Software with Hubspot crm

Last updated: May 2026

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16 software options

Rocketlane logo

A client-centric, next-gen PSA tool

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Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system.

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Bob Finance logo

Strategic financial planning platform for decision making

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Bob Finance is a strategic finance platform that powers planning, real-time reporting, analysis, and decision-making for startups. Consolidating data from ERP, CRM, HRIS, and billing systems, the platform provides a single source of truth across the business.

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Productive logo

Project lifecycle management for agencies and consultancies

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Productive is an end-to-end agency management tool that gives you a birds-eye view of your agency business.

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Farseer logo

Cloud FP&A Platform for Planning, Forecasting & Reporting

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Farseer provides a governed model for budgeting, forecasting, and reporting. Replace spreadsheets with a secure cloud platform that delivers instant calculations, predictive insights, and real-time visibility across financial performance.

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Causal logo

Business planning platform for finance

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Causal is built for number-crunching — financial modeling, business planning, but really anything involving calculations. It's like spreadsheets minus the arcane formulas, plus live data integrations (accounting systems, CRMs, etc), and interactive dashboards.

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Drivetrain logo

Platform for planning and managing financial analysis

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Drivetrain is a strategic finance platform that helps finance teams shrink planning cycles, track actuals in real-time, accelerate reporting, and make better decisions. It provides real-time tracking and reporting, allowing users to create reports and discover hidden insights. Drivetrain also enables continuous planning and forecasting, with the ability to build flexible, accurate models and leverage AI-powered forecasting and what-if analysis.

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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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HOLO logo

AI-enabled platform to automate & optimize vendor management

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HOLO is a cloud-based solution enabled by AI that automates the complete lifecycle management of suppliers, providing control, transparency, and efficiency in key processes such as procurement, contract compliance, financial performance evaluation, and risk classification.

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Abacum logo

Automate, analyze and forecast for strategic impact

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Abacum is the most scalable financial planning solution to automate, analyze, and forecast for strategic impact.

Automate your BvA reporting, forecast, approve budget changes and share reports with only 1-click.

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Quipu logo

The invoicing and treasury software for freelancers and SMEs

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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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Xentral Software logo

Enterprise resource planning and inventory management tool

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Xentral Software is a cloud-based ERP system available with German and English-language interfaces. It helps businesses scale operations by automating backend processes. Key features include an API, CRM, sales orders, stock management, expense tracking, order processing, and billing & invoicing.

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FreshBooks logo

Invoice and accounting software tailored to small businesses

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FreshBooks is accounting software that helps small business perform accounting tasks, conduct invoicing, manage expenses, and more.

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Haufe X360 logo

Haufe X360: Empowering the Digital Business Evolution

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Haufe X360, a Cloud ERP system, delivers a comprehensive solution tailored for SMEs and mid-sized businesses across the DACH region.
The SaaS model of Haufe X360 provides all relevant core modules, which can be expanded through industry-specific add-ons.

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Wrike logo

AI powered workflow management platform

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Wrike is a team collaboration platform trusted by more than two million people worldwide. Use features such as custom budget settings, time tracking tools, automated reports, and analytics dashboards to help improve your financial management. Track costs and ensure project profitability with Wrike.

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InsightData logo
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Empower data-driven decisions

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InsightData is a business intelligence software that helps organizations gain valuable insights from data. It offers configurable apps for finance, sales, project management, supply chain, transport, production, and human resources, integrating with existing ERP, accounting, and CRM systems. The platform allows businesses to maximize sales data, analyze financial performance, manage risks, identify inefficiencies, and control operations, focusing on the most value-added activities.

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Ambient Systems logo
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Singapore-based financial analytics solution

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Ambient Systems is a Singapore-based deep tech startup that provides a data science platform for financial transformation of smart cities. It provides the smart cities industry with tools, technologies, and services needed to drive financial transformation forward in one straightforward platform.

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