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Financial Management Software Integrated with Microsoft Teams (2026)

Last updated: April 2026

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6 software options

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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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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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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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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Compass AI logo
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AI-powered financial intelligence for growing businesses

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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.

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USU FinOps logo
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Cloud financial management software

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USU FinOps enables 100% cost allocation, including shared expenses like support, data lakes or shared resources, you get the full picture. Use Virtual Tags to easily set up complex business rules and allocate costs exactly where they belong.

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