Best Finance Software for Tableau

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Shape Software's purpose-built sales and marketing automation software empowers you to manage all aspects of your business from one platform. The cloud-based software from Shape offers many tools to help you manage and automate your online marketing, promotions via text, email and digital marketing ads, capture leads from online sources, nurture prospects and customers and project manage your day. You can also offer customers a secure portal to streamline your intake processes, systematically score leads with ShapeIQ, and run detailed custom reporting. Start growing your revenue with Shape's flexible suite of services today.

Stonebranch’s Universal Automation Center (UAC) is a Hybrid IT automation platform, offering real-time management of tasks and processes within hybrid IT settings, encompassing both on-premises and cloud environments. As a versatile software platform, UAC streamlines and coordinates your IT and business operations, while ensuring the secure administration of file transfers and centralizing IT job scheduling and automation solutions. Powered by event-driven automation technology, UAC empowers you to achieve instantaneous automation throughout your entire hybrid IT landscape. Enjoy real-time hybrid IT automation for diverse environments, including cloud, mainframe, distributed, and hybrid setups. Experience the convenience of Managed File Transfers (MFT) automation, effortlessly managing and orchestrating file transfers between mainframes and systems, seamlessly connecting with AWS or Azure cloud services.

Advantage is a superior subscription management system that allows you to order products and services with total flexibility. Flexibility allows you to run your business efficiently in the way that you want. You need a market-responsive order-to-cash solution to keep up with the increasing consumer preference for subscription and membership models.

Predict360, by 360factors, is a risk and compliance management and intelligence platform that automates workflows and enhances reporting for banks, credit unions, financial services organizations, and insurance companies. The SaaS platform integrates regulations and obligations, compliance management, risks, controls, KRIs, audits and assessments, policies and procedures, and training in a single cloud-based SaaS platform and delivers robust analytics and insights that empower customers to predict risks and streamline compliance. Happy with your current GRC but lacking a true analytics and BI tool for intuitive executive and Board reports? Ask about Lumify360 from 360factors - a predictive analytics platform that can work alongside any GRC. Keep your process management workflows intact while providing stakeholders with the timely reports and dashboards they need.

SuiteMaster – Modular ERP & CRM to Power Business Growth SuiteMaster is a cloud-based, modular ERP system built for small and mid-sized companies that want to run their entire business from one platform. Its flexible design lets you start with the essentials and expand as your needs grow—choosing from a wide range of integrated modules like CRM, Marketing Automation, HR, Accounting, E-Commerce, Inventory, Manufacturing, Project Management, and many more. Each module works seamlessly with the core platform, helping you eliminate the headaches and costs of disconnected tools. Real-time data sharing keeps every department aligned, whether your team is in the office or remote. With SuiteMaster, you can improve collaboration, automate routine tasks, and make faster, more informed decisions. The platform can be fully customized—from workflows and reporting to user interfaces—so it fits the way your organization operates. For partners, consultants, and resellers, SuiteMaster’s white-label program makes it easy to offer a complete ERP solution under your own brand. Ideal for industries as varied as manufacturing, retail, professional services, non-profits, education, and beyond, SuiteMaster delivers enterprise-grade functionality without the high costs—helping businesses work smarter, grow faster, and stay competitive.

aACE is a powerful business management software with over 20 years of development built-in. Designed for small-to-midsized businesses to efficiently manage their operations in one comprehensive solution, we’ve worked closely with our customers to refine the features that are the most important to daily users. aACE includes comprehensive tools for sales, operations, and accounting, offering deep visibility into your organization. The robust user permissions allow you to manage which data any of your employees can access. Consequently, customers have told us that aACE reduces the amount of time they've spent looking for information or on inter-office communication by as much as fifty percent (50%). aACE is available either as an on-premise solution or a cloud-based business management software. aACE also offers affordable customization in order to fit each company's special workflows, supporting what sets you apart from your competitors. Looking to automate more of your business processes? aACE provides extensive automation capabilities to improve CRM, accounting, and operational efficiencies, eliminating duplication and, in most cases, the need for additional labor to accomplish your company's performance goals.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

ProHance is a cutting edge, global operations management platform. ProHance is used by top Fortune companies in their global centers to unlock their human capital's true value. ProHance empowers organizations to increase efficiency and optimize employee utilization by providing deep insights into employee and team performance. With over 100 customizable reports, our modular SaaS-based approach allows enterprises to measure time and effort contribution. ProHance is trusted by our clients. They have seen productivity gains of 15% to 30% within three months of deploying the solution. With over 370,000+ users in 25 countries. ProHance is quickly becoming a key enabler for organizations in building a connected, visible, engaged, and optimized workforce.

SAFIO Solutions, a cloud-based forecasting software solution for inventory optimizing, delivers a comprehensive platform that provides insight, efficiency, and analytics to help make strategic decisions for improved operational performance. SAFIO Solutions uses a proprietary Sales Analysis & Forecasting tool to integrate client data into a single, user-friendly interface. It is intuitive to the information a planner requires to make efficient and impactful decisions because it was created by a planner. Get the analytics and reporting you need to identify emerging trends, opportunities, and liabilities and take action to achieve your goals. You can forecast easily, efficiently, and accurately with confidence. You can use it on any device, at home or at work, and wherever you are.

Creatio is a global vendor of a no-code platform to automate workflows and CRM with a maximum degree of freedom. Featuring an intuitive no-code UI builder, a drag-and-drop business process builder, and a variety of built-in tools for workflow automation, the Creatio platform allows you to create business applications of any complexity and scale - addressing both structured and unstructured industry workflows, rich reporting, diverse machine learning use cases, and flexible analytical dashboards. With Creatio, the development effort for such applications is reduced by up to 10 times! Additionally, Creatio provides a marketplace of ready-to-go solutions, connectors, and templates for popular business needs and use cases. The Creatio platform is built on a modern technology stack, which offers maximum degree of freedom to integrate the platform within your organization’s digital ecosystem. Creatio CRM is a full-fledged suite of products for marketing, sales, and service automation integrated on one no-code platform. Creatio products can be deployed as a single CRM bundle or as standalone solutions to fit your company’s exact needs.

Plika is a solution for the Finance Sector, specifically for those professionals in process of Budget, Planning, Controlling, Forecasting and Financial Reporting. Plika is a Cloud Financial Planning & Analysis solution created by and for Corporate Finance professionals from LATAM.

The app allows you to capture your expenses. You can delete those little receipts once they have been saved. You can link Captio with your ERP, your payroll system, or SEPA files. You can access your team's expense reports from your computer or mobile device and track them. Complete the process using your company's reimbursement tools. Connect Captio with your ERP, payroll system or SEPA files. Both the people who travel expenses are generated and the teams that manage them can find it a headache. Captio is there to help you on both ends of the process. Automatically match all payments made with your businesscards to every expense. Captio automates VAT recovery processes, so you can take advantage of them wherever you are. Different mileage groups can be created depending on the traveller's needs or habitual routes.

ImpactECS by 3C Software is a dynamic application that helps finance, operations, and executive teams expose the true drivers of cost and unlock their profit potential. Our flexible analytics platform creates a foundation of robust, actional cost data that can inform decisions, improve insights, and grow profits. With two options to implement ImpactECS - ImpactECS Enterprise and ImpactECS Cloud Apps - manufacturers, distributors, and services organizations leverage ImpactECS information and insights across your company's value chain.

A comprehensive purchasing technology for cost of goods sold (COGS) that seamlessly connects your various systems. This integrated supplier marketplace and SaaS solution offers a unified interface throughout your purchasing landscape, whether or not you require ERP or accounting data transitions. It is ideally suited for organizations facing extensive or intricate purchasing challenges that seek to enhance procurement efficiency and scalability. It equips suppliers with the necessary tools to market their products directly to consumers in the cannabis sector. You can effortlessly link your current eCommerce or ERP platforms to synchronize products and manage orders. Gain immediate visibility to a multitude of cannabis businesses and take proactive measures to control risk by automating your approval workflows and COGS purchasing practices. With the ability to automate processes and access live data, you can stay informed about spending trends. Additionally, this system provides a consolidated view across various locations, allowing you to uncover potential savings in both time and costs. Ultimately, this technology is designed to empower businesses to make strategic decisions that drive growth and efficiency.

The most powerful digitization tool on the market. Processes a wide range digital, scanned, or printed document types. Submit documents in any format and file type. With hundreds of integrations available, you can stay hands-off when it comes to data entry, manual validation or account code tagging. Stay in control of your import and export with automatic notifications and approvals. You can trigger approvals based upon events. Send approvals at once to team members, stakeholders, or clients. Multi-layered approvals in your preferred format (email, mobile app, or in app) will reduce friction. You can now see your finances in real-time every time you use your preferred tools. This eliminates human error and allows you to report accurately.

Transition away from traditional spreadsheets and adopt the superior, top-tier integrated enterprise planning solutions offered by Jedox. These solutions from Jedox amalgamate enterprise planning, data analytics, and reporting functionalities, empowering organizations to enhance teamwork, generate precise forecasts and analytics, and achieve improved visibility and transparency in processes. Furthermore, Jedox can be accessed on any device and features seamless integration capabilities, making it a versatile choice for businesses. This shift not only streamlines operations but also fosters a more collaborative work environment.

FundCount is an analytical and partnership accounting software that tracks, analyses and reports on complex investments. FundCount is suitable for fund administrators, family offices and hedge funds as well as private equity firms. It features an integrated multicurrency general leadger and automated workflow tools that bring greater efficiency to day-to-day processes. It also includes flexible, easy-to-use reporting tools that allow firms to quickly create and deliver customized reports to meet each client's specific requirements. Hedgeweek voted FundCount the Best Fund Accounting and Reporting System Firm.

Arria NLG Studio is an innovative AI solution crafted by Arria NLG, designed to cater to both large enterprises and small to medium-sized businesses. This powerful platform enables organizations to mimic the human ability to analyze and articulate data insights in a manner that is easily comprehensible. The software is adept at producing insights in various forms, such as financial analysis, trend identification, problem-solving, and forecasting future events. Leveraging Arria's proprietary natural language generation technology, the company has developed several SaaS solutions that deliver industry-specific reports filled with pertinent information in mere seconds. This represents a significant advancement in the realm of business intelligence and data reporting. Additionally, Arria NLG Studio provides API accessibility, ensuring seamless integration with a wide range of software platforms, making it a versatile tool for any organization looking to enhance its data communication capabilities.

NonProfitPlus is a cloud ERP accounting software specifically designed for nonprofits. Our product was built from scratch. We didn't reuse any modules that were used to mimic fund accounting or grant system. NonProfitPlus was designed to make it easy for users to complete their tasks. This includes the ability to track, process, report and manage funds, grants, and programs. This ERP Software is the most flexible on the market and has a pricing structure that is specifically designed for non-profits. You can get everyone involved in one system with better controls and definable workflows. Users can be restricted to the functionality and accounts that they use. This includes spending protection, budgeting and reporting.

Anaplan is a next-generation planning and decision-making platform that uses AI to unify strategic, financial, and operational processes across an organization. By breaking down departmental silos, it enables businesses to collaborate in real time, share insights, and make agile adjustments to their plans. The platform offers industry-specific solutions for finance, supply chain, sales, HR, and more, helping organizations adapt to market changes with speed and precision. Its AI suite — including predictive, generative, and agentic AI — supports complex planning scenarios, identifies opportunities, and accelerates decision cycles. With enterprise-grade data orchestration, robust modeling capabilities, and advanced security, Anaplan is built to scale with growing business needs. Recognized as a leader by Gartner and IDC, the platform has earned the trust of over 2,500 global brands. Customers benefit from the ability to model diverse scenarios, forecast outcomes, and optimize performance across the board. The result is a connected, intelligent planning ecosystem that drives measurable business value.

Our platform allows businesses to use data, including its application in advanced analysis, machine learning and AI, to do great things without worrying that customers, employees or intellectual property are at risk. The Protegrity Data Protection Platform does more than just protect data. It also classifies and discovers data, while protecting it. It is impossible to protect data you don't already know about. Our platform first categorizes data, allowing users the ability to classify the type of data that is most commonly in the public domain. Once those classifications are established, the platform uses machine learning algorithms to find that type of data. The platform uses classification and discovery to find the data that must be protected. The platform protects data behind many operational systems that are essential to business operations. It also provides privacy options such as tokenizing, encryption, and privacy methods.

EPIC by HOC is a robust, AI-enabled platform tailored for the evolving needs of the modern Office of the CFO. Designed with flexibility in mind, EPIC empowers finance teams to automate processes, unify data across systems, and gain real-time, actionable insights—without overhauling existing infrastructure. Whether you're struggling with fragmented reporting, multi-entity data silos, or delayed decision-making, EPIC serves as a centralized financial intelligence hub to streamline operations and enhance control. Built for Finance Teams: - Automate GL postings, reconciliations & compliance workflows - Seamlessly integrate with ERP, ETRM & other systems - Ask finance questions in plain English via NLQ (Natural Language Query) - Leverage AI-like analysis to identify trends, risks & savings opportunities Why Choose EPIC? ✅ Seamless Integration with Existing Systems ✅ Centralized Multi-Entity Data Management ✅ Flexible, Real-Time Reporting ✅ Audit-Ready Accuracy & Speed ✅ Minimal Manual Intervention ✅ Tailored to Your Business Processes With 20+ years of experience serving the Energy and Financial Services industries, HOC delivers enterprise-grade solutions you can trust. Get in touch with us to know more.

We streamline the categorization of your expenses and enhance your data, allowing you to focus on analysis rather than management tasks. By leveraging third-party resources, we automatically cleanse, standardize, and categorize your information to boost its quality and facilitate insightful evaluations. Furthermore, we enhance your data by incorporating financial metrics, addresses, ownership details, and more. Alongside a wide range of interactive standard reports, we offer the flexibility to create customized reports that meet your specific needs. You have the capability to design your own Power BI reports and can also connect seamlessly with Excel. PRO (a) ACT is designed for self-administration, giving you complete control without needing to rely on IT experts for tasks such as uploading new data or managing permissions. Our system automatically retrieves your data, showcasing our proficiency in data integration, having successfully executed hundreds of such projects. We offer ready-made solutions compatible with many of the leading systems available today, ensuring a smooth and efficient experience for our users. With our comprehensive tools, you can optimize your financial analysis and reporting effectively.

Experience the premier commerce platform tailored for manufacturers and wholesalers in the Consumer Goods sector. It encompasses all aspects of your field sales and distribution efforts. Mobisoft propels your organization into the digital era by refining workflows, enabling tasks to be completed more swiftly, profitably, and transparently. With Mobisoft, your sales and distribution personnel have immediate access to essential tools, allowing them to operate more efficiently and enhance customer satisfaction. The platform is designed for seamless integration with top-tier ERP, BI, and CRM systems, ensuring that your field data is effortlessly connected. Respond to customer inquiries with confidence using comprehensive product pages that include details such as selling units, stock availability, last order dates, pricing history, high-quality images and videos, as well as crucial information like ingredients and usage instructions, all of which contribute to driving sales effectively. Furthermore, this innovative solution empowers teams to focus on building stronger relationships with clients, ultimately boosting brand loyalty and revenue growth.