Best Financial Management Software of 2024

Accounting. Billing. Banking. SaaS & Ecommerce. All in one solution. For Accountants, Lenders & Acquirers. FirstOfficer is the first reporting tool for startups. All those battle-tested integrations and benchmarks are now yours. You can effortlessly onboard your clients, prospects or portfolio companies. Green circle with a green checkmark in center Configurable onboarding: Create an onboarding experience that you want to share your clients. Green circle with a green checkmark in its center White Label Experience: Customize the onboarding experience for your brand. Do you want to know if you should only build the integrations that you need? We are confident that you will encounter thousands of edge cases, especially with Subscription billing. The maintenance will never stop.

Financially is a cloud-based financial management software that helps you manage your finances and increase your business' profitability. Financially was developed by a team of brilliant experts in Financial Management & Software Development. It is the result of 15 years of experience and R&D. Financially is the only global software that uses a modular approach to serve its clients. Financially is a Financial Management Software that manages accounts and finances for small, medium and large organizations. It analyzes and accumulates financial data to help you make financial management decisions. Financially, a cloud-based financial software, can be accessed from any device, whether it is a laptop, desktop, tablet, or mobile phone. Financially is extremely user-friendly. There is no need to spend days training your accounting team.

AccountsIQ cloud accounting software makes it easy to capture, process, and report financial data from multiple locations. We transform finance functions by enabling financial controllers, finance directors and CFOs to: - Get a complete view of their organization and subsidiaries Access powerful, real-time reports and KPIs in real-time Our multi-level coding capability allows you to get amazing analytics Automate consolidation Our collaboration tools and apps will help you work more efficiently and flexiblely. - Increase efficiency through the integration of key business systems Our financial management software was named Mid-Market and Enterprise Accounting Software of the year 2019 and 2018, respectively, and we were a finalist for 2020.

Flowpilot provides transparency in all financial matters. You can connect your bank and the accounting department in just a few steps and plan your future cash flow. Smart tools and artificial intelligence help you make better business decisions based on meaningful scenarios. flowpilot connects to your bank accounts daily and processes them with your accounting. You can work error-free because of the consolidated data. Our software is better than the rest: You can test it for free and see all the features in our product demo. You can cancel flowpilot at any time. German financial experts developed flowpilot in Berlin. We are able to cater to the needs of medium-sized businesses. All data is stored in secure cloud "Hosted in Germany". No matter what concern or question you may have, our support team will be there to help you.

Instead of subscribing on multiple platforms, we have created one solution - an integrated, automated financial platform that is specifically designed for self-employed professionals. Our robust invoicing module was designed to simplify your life. Your invoice data seamlessly connects with your bank and credit card transactions, and then flows into your tax planner so that you always know where your stand when it comes time to taxes. We can also calculate sales taxes for you in the system. This is useful if you sell products or merchandise and need to comply with sales tax. Accounting has never been easier. There are no Accounts Payable and Receivable, journal entries, accruing income, or expenses, and there are no Accounts Payable or Receivable. We have created a custom accounting system for self-employed people. What is the difference? Our solution is not for small- to medium-sized businesses, unlike other products that target self-employed workers.

ValQ is a lightweight, server-less, multi-purpose, lightweight application that runs on Power BI. It supports use cases such as budgeting, forecasting and time series forecasting. It allows enterprises to run simulations, plans and analyses in a visually appealing and intuitive way. It can be used in a variety of departments and functions. It is designed to meet the analysis and decision-making needs for business users and executives, without any dependence on IT.

Tally Solutions Pvt Ltd. is a fan of the Tally accounting software. Tally has been a pioneer in accounting applications for more than two decades. Tally is considered the most flexible and user-friendly accounting application on the planet. No other accounting software can offer the same experience as Tally. Finsights strives to make the most of Tally's integration channels and offer users state-of-the-art functionalities in addition to Tally Accounting Application. Finsights was created for Tally users and makes it 100 times easier to review transactions. Finsights allows entrepreneurs, chartered accountants, and accountants to collaborate on one platform. It's a highly interactive tool that can be used both on mobile and on the web by Tally users for their daily accounting activities. Tally users can instantly access online data with Finsights.

To accurately forecast your company's liquidity, combine receivables and payables with hr, subscription revenues, and your budget assumptions. Connect your financial tools, combine them with your budget assumptions and you will get a comprehensive view of the future cash flow and liquid balance for your company. TRESIO dashboards are easy to understand and provide all the information needed to identify potential threats and opportunities and take action. Export your data as an Excel spreadsheet or graphs and work with them according to your needs.

Our vision is to End Month End. For nearly 30 years, Multiview has been proudly advancing corporate finance and back-office operations alongside our clients so they can spend more time focusing on their business. Corporate Finance and accounting have been leveraged as a way to discuss past performance. There is value in that. We believe, however, there is even more value if you can leverage that information not only monthly, quarterly, or annually, but daily to drive results and decisions with the information. Not talk about the results after it is too late to do something about it. The power of data control is at the hands of the CFO or centralized in an organization is you can share it throughout the company. Trusting the information you’re making decisions on is incredibly important. Ultimately, the finance team’s job is to tell stories. Tell the stories about what is actually going on within an organization, and support the story with accurate, timely data. Join us on our vision to End Month End, and help your organization Stop Chasing Numbers. Start Using them.

Online access to all invoices of your clients, providing a real-time overview and alerts for unpaid or missing bills. Your client can quickly locate invoices online, making it easier to pay their bills. Fewer emails and fewer phone calls. Everyone sees the same data. Give your clients more control and a deeper understanding of their finances to give them a competitive edge. We take financial security very seriously and follow the highest industry standards in data security and fraud protection. All unpaid bills of clients are centrally managed, making it easier for clients to track and pay their bills. Alerts are sent automatically for any missing invoices. This allows clients to track their finances and keep them on top of it. Any data can be extracted from the system and exported to Excel. Invoices can also be saved to PDF. Filter invoices by upload date and due date.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

PDS Debt Settlement Software automates all aspects of your debt resolution business. Prime Debt Software guides you from the initial quote generation to document management and on to settlement negotiations and settlements. PDS Debt Settlement Software can be used to support any size debt management business. It is flexible and powerful enough to handle large amounts of debt. It is a complete solution that grows with your debt management business and supports you every step. Our debt settlement software is affordable and will make a significant difference in your agency's debt management business. Accounting module allows you the flexibility to use multiple payment plans. These plans can be tailored to your business policy, state and local regulations, and client's individual needs. Clients can pay by ACH, money order or check. They can also pay by cash, check, cash, and phone check. Each counselor can be set up to accept phone payments.

We know about finance and the challenges of financial planning. We also know that the success of your planning is dependent on how fast you can create, analyse, and adapt the plan information. Global business makes planning and analysis more difficult due to the different regional requirements. This is why you need a system which can adapt to local variations within one global planning strategy. It is difficult and time-consuming to do this manually. Our financial planning and analysis software automates all planning activities, which saves time and reduces costs. ORYX Plan can be managed from one environment. Activities and business logic can also be managed and updated by regular team members. This means that you and your finance team have complete plan cycle control and version control.

Deskera ERP helps you automate and centralize your business processes, gain real time insights, improve business control, reduce costs, speed up order fulfillment, and improve customer service. Deskera ERP allows you to manage all aspects of your company, from financial management and inventory control to manufacturing operations. Track transactions, create reports, monitor accounts payable and receivable, create custom financial years schedules, manage multiple currencies, and create invoices. Manage financial processes such as budgeting and forecasting. Bank reconciliation and multi-entity consolidation with ease. Gain visibility into the financial performance of your business, segment roles for users, generate financial reports automatically, track payments and forecast future financials. Track inventory levels and movement in real-time. Stock-level alerts can be generated when stock levels reach critical thresholds. Automate the ordering and restocking process to maintain optimal stock levels.

Reporting and financial consolidation can be a tedious process that becomes more complicated as a company grows. eCons Direct - Financial consolidation software. This software is fully managed and highly customizable. It will help you meet your Financial Consolidation requirements. The financial consolidation platform is user-friendly and offers a consolidation process for all reporting platforms. Consolidation can be done across all divisions of your company, including its legal entity, subsidiaries and joint ventures, as well as associates and partners. Spreadsheet-like interface. Multiple accounting systems can be used, including SAP, Tally and Oracle financials, PeopleSoft, QuickBooks, and Tally. Multiple financial periods can be handled to provide customized and ad-hoc consolidation reports at three levels. Multi-currencies and geopolitical currencies are supported. High-scalable technology platforms and infrastructure. Unique delivery models. High security.

Praxi is a full-fledged Financial Advisory System that manages all aspects of your brokerage. Praxi also includes a complete Client Relations Management system that will help you keep track and grow your client base. Task and action workflow management, tracking, and assessment. Praxi can help you manage your compliance issues. You are always available - All your documents can be stored online in our secure environment. Our needs analysis will quickly help you assess the insurance and investment needs of your client. Need assistance? It's easy! Simply contact your agent or submit a support request. We'll respond within 24hrs! Although the Praxi Manage solution is amazing and includes much more than what you will see here, we wanted only to highlight a few of our features. The setup of your account takes less than four minutes. We can even import data from your existing systems.

CECL FIT helps you comply with the CECL accounting standard. Our web-based CECL FIT solution, in conjunction with our PCBB Advisors will help you determine the best methods to use for your securities groups and loans. CECL FIT is a web-based solution that allows you to easily review your portfolio reserve and test your assumptions. You can also see instant results with CECL FIT. Institutions with a low loss history or none can quickly get started and find the best solution for each loan or securities segment. Executive dashboard that allows you to instantly see the effects of adjustments. Forward Look with realistic and supported forecasts

Fuel is a cloud-based financial department for startups, particularly ecommerce. We offer accounting, financial reporting, analysis and projections. Market analysis is also available. We combine a proprietary technology platform with financial and accounting professionals who analyze client data and provide insights.

Regate automates your accounting and financial management and saves time every day. Integrating 100% with your accounting software means you get real-time accounting that's always up-to-date. Regate was designed to simplify the work of accountants and finance managers and reduce the number and complexity of tools. Regate is an intelligent, collaborative platform that simplifies your day-today accounting, automates and gives you greater control of your business. 90% reduction in invoice and payment processing times Automate the retrieval and creation of accounting entries. You can pay by SEPA transfer or directly with your card without ever connecting to the bank. You can manage your costs and monitor your accounting on one platform. All your accounting data is available in one place. Regate allows you to equip your teams with virtual cards and physical cards that are tailored to each team's needs. You can also follow all of their operations in Regate.

Our solutions make digital banking easy. Our digital banking platform is an award-winning solution that allows financial institutions to use data to engage with customers and create new revenue streams. Your bank will benefit from our market-leading consolidation and merchant mapping technology. Customers also benefit from the automatic sorting and sorting of transactions. For digital channel innovation, consolidate, enrich and optimize personal financial data. With audiences, discover new patterns and high-potential customers segments. Customers can access their bank accounts and credit cards issued by other banks. Our digital banking APIs allow your bank to offer innovative, engaging, and gamified financial solutions to your customers. A proactive and personal financial coach can help you build long-term customer loyalty.

Vaultbox makes it easy to track your net worth and improve your financial situation. vaultbox makes it easy to keep all of your financial information organized and protected in one place. vaultbox's smart legacy function allows users to appoint personal or professional delegates to retrieve and grant access to their family members, business partners, legal representatives, or confidants. A tool to manage your assets/liabilities, and keep an overall view of what your net worth is. A cloud-based legacy management system. Securely accessible from anywhere, a digital safety deposit box that allows you to upload records. vaultbox Essential is a free tool that will get you started with all the essential tools you need. vaultbox Pro's additional storage lets you be more precise and thorough. It also allows vaultbox to use vaultbox's intelligent legacy planning. You can also appoint professional deputies and personal delegates to vaultbox Pro. These are the people you trust to carry out your instructions.

Brightflow AI's forecasting and finance tools will help you make data-driven decisions, control your cash flow and unlock more capital. Brightflow AI provides real-time data across all channels on a single platform to give business owners instant cash forecasts, real time business analytics and new financing options. Predict cash inflows and cash outflows to avoid a cash crunch. Better ordering and operations start with accurate forecasts. Forecast sales based on real-time data and your own patterns. Optimize your creditworthiness and prepare for a loan.

You can now stop downloading the same reports each month. You can now set up your reports only once and we will ensure that they are always current. You can easily swap out the company name on your template to create the same report in seconds for another client. Set up live reports that will automatically refresh without you having to do anything. Discover the underlying variances of your transactions and drill down directly into your Google Sheet. LiveFlow allows you to feed real-time data into your financial model. Import your data, and then write any formulas on top. LiveFlow allows you to connect an unlimited number of QuickBooks companies.

Global trade requires more that cheap transfers and gimmicky metallic cards. Growing businesses cannot afford the solutions which give their biggest competitors an advantage. Who doesn't want to automate payments, plan and manage future cashflows or manage financial risk better? Our intuitive and accessible Treasury solutions are here to help. Connect your system to the modules that you need and no longer will you have to wait for lengthy RFPs. Almost all large businesses manage their international cashflows proactively. HedgeFlows allows small and medium businesses to do the same, without expensive setup or running costs. Get the transparency and low FX fees you deserve for your swift payments and prebooking costs. It's only fair.

Infor SunSystems®, a flexible, intuitive financial management system that is powerful enough to meet today's finance needs and adaptable enough to meet tomorrow’s changing challenges, is easy to use. This finance ERP gives you visibility into every part of a business and transforms financial information into profitable action. All finance and accounting information, from multiple GAAP standards to the most recent IFRS standards, can be accessed in real-time. Split or reassign existing data from ledgers to generate new transactions for intercompany accounts balances. All asset transactions can be posted to the unified ledger. This will give you immediate visibility on the register, profit and loss, and balance sheet accounts. You can take complete control of inventory, purchasing, and sales and access all associated documents.