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Top Rated Financial Management Software with Microsoft 365

Last updated: May 2026

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21 software options

CCH Tagetik logo

CCH Tagetik

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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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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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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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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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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eye-share Workflow logo

Automate your AP and P2P processes with AI.

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Automate over 90% of your AP and P2P processes with eye-share. A flexible, AI-powered platform that saves time, improves financial management, and connects your ERP, purchasing, and financial systems.

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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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Oracle Hyperion Planning logo

Enterprise Performance Management System

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Planning solution that enables businesses manage budgeting, forecasting and other financial operations via a unified portal.

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Tipalti logo

Finance automation and accounts payable solution

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Transform the way your finance team works. Automate your full AP, international payments, and procurement workflows.

Includes real-time integrations with your ERP or accounting software, including NetSuite, Xero, Sage, Quickbooks and more.

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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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Procore logo

Cloud-based construction management platform

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Procore is a cloud-based construction management platform connecting field and office teams throughout the project lifecycle. It offers tools for project execution, cost, resource, and lifecycle management, including bid management, estimating, scheduling, quality tracking, budgeting, invoicing, and workforce management. With document management, analytics, and mobile access, it supports contractors, owners, specialty contractors, and public agencies across various construction projects.

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Sage 200 logo

Business management solution for businesses of all sizes

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Sage 200 is a scalable management solution that lets you manage every part of your business effortlessly from sales to accounting. This all-in-one business management software offers seamless integration with Microsoft 365, real-time insights, and automated features to streamline your workflows and boost productivity.

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IFS Cloud logo

IFS Cloud is a composable enterprise software platform.

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Composable ERP, EAM, and FSM in a single platform, powered by Industrial AI (IFS.ai), built for manufacturing, construction, aerospace, energy, telecommunications, transport.

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Xero logo

Cloud-based accounting software for small businesses

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Xero is an award-winning online accounting software designed for small business owners and accountants, available on any computer or mobile device with an internet connection. Simplify business admin and get a range of financial insights to help you make better decisions for your business.

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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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Briq logo

Data analytics solution for construction businesses

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Briq is a corporate performance management platform built to make the lives of construction financial professionals easier and to make

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Aptean Discrete Manufacturing ERP Made2Manage Edition logo

Enterprise Resource Planning software for manufacturers

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Aptean Discrete Manufacturing Made2Manage Edition is an enterprise resource planning (ERP) solution that helps streamline operations and boosts profitability for industrial and discrete manufacturers.

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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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Captive Owner Portal logo
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Real-time captive insurance portfolio management

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Captive Owner Portal provides real-time visibility into financial performance across captives. Monitor capital, solvency, invoices, and payments while using analytics and AI insights to support better financial decisions.

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Diamant/4 logo
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Accounting & controlling automation system

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Diamant/4 is a comprehensive accounting and controlling software that manages finances and automates business processes for organizations with complex financial structures. The modular system builds upon a core financial accounting module with optional extensions for invoice management, asset accounting, reporting, and group accounting. Its flexible integration capabilities allow seamless connection with existing IT landscapes through standardized interfaces and APIs.

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