Best Financial Management Software for Microsoft 365

Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. With a platform that connects everything from scoping to resourcing to forecasting, you can always deliver amazing. The real challenge for most PS organizations is that their projects are so unpredictable. They never really know how an engagement is going to play out until it’s too late to do anything about it. And that undermines profits, strains resources, and leaves clients wondering what they’re really paying for. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team: so you can deploy resources based on the best match for scope, scheduling, skillsets, and more • Easily amplify institutional knowledge: by turning past experience into real-time intelligence so all your expertise is available to all your people • Confidently forecast every outcome: with an accurate, comprehensive view of everything from revenue and margins to capacity and sentiment Not every services firm operates the same way and your PSA shouldn’t either. Kantata is the only PSA offering both a Salesforce-native and an open infrastructure option, so you can choose the ecosystem that fits your business. With over 1,200 prebuilt connectors including Salesforce, NetSuite, HubSpot, Workday, Sage Intacct, Microsoft Dynamics 365, Google Workspace, and Jira — Kantata extends the value of your existing tech stack while keeping all your operational data connected in one AI-powered platform. That’s why professional services organizations across software, IT services, management consulting, and marketing agencies rely on Kantata to operate with greater precision, predictability, and profitability

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

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.

Digital CFO is an automated accounting software ERP that allows financial management and reporting. It is not dependent on the size or sector of the business. IDOS allows for real-time, accurate transaction processing. It also ensures that data processed is available in real time for all upstream reporting and analytics activities. Businesses of all sizes, including small and medium-sized businesses, as well as multi-national organisations with multiple branches or business segments, can use IDOS. IDOS powers two of the Big 4 Global Accounting & Audit companies, which use IDOS for accounting, financial management, and reporting services. IDOS' unique ability to assist businesses in interacting with the eco-system within which they operate is one of its greatest strengths. IDOS has a digital portal that customers, vendors, and bankers can access to transact and interact with the business in real time. For more information, please contact us.

Well simplifies and enhances your financial operations workflow by capturing, organizing, and enriching data from various scattered sources. The platform enables you to collect invoices, receipts, payslips, statements, and other unstructured documents through email, cloud storage, and browser portals, transforming them into clean, searchable records. It improves the quality of data by filling in missing fields, identifying duplicates or inconsistencies, and minimizing the risk of errors by as much as 99%. Featuring a built-in “financial vault,” Well consolidates your payment, bookkeeping, and ERP systems, allowing you to pose natural-language questions and receive immediate, relevant charts and insights. Moreover, you can quickly create workflows and pipelines to initiate actions based on document events within minutes. The platform also allows exports in various formats such as JSON, CSV, XML, and UBL, and offers easy integration with your current tools, requiring minimal setup to get started. Additionally, Well's user-friendly interface ensures that even those without technical expertise can effectively manage their financial data.

Macabacus is the best productivity and brand compliance tools available to help you create better presentations and models faster in Microsoft Office. These tools are essential for consultants and power finance users. Power users can use these tools to address common problems and make it easier to build financial models. Visually identify inconsistencies and errors in your models that could lead to costly mistakes. You can quickly create complex charts, check brand compliance, add components, and much more. To improve Excel's stability and performance, declutter and reduce spreadsheet file sizes. Synchronize the table of contents and section slides/shapes to allow you to focus on the content. You can quickly align, resize, or otherwise manipulate shapes without the need for tedious manual adjustments.

Sage 200 enables you to manage your business and accelerate your growth with Microsoft 365. Part of Sage Business Cloud. Get rid of downtime by using a solution that is available 24/7, 365-days-a-year. On the go, manage your accounts, customers, manufacturing, supply chain and business intelligence. Sage 200 combines the power and productivity found on desktops with the freedom and control provided by smart, secure software. You can also collaborate in real-time with your team. Our solution is designed to support manufacturers, distributors, and business services. Control your business and gain full visibility of your operations. Excel allows you to manage multiple companies, and access key insights and reporting on the move. Get market-leading, business-wide software that has all the features and functions you need, when you need them. Scalable solutions will grow with your company.

Maintain oversight of essential processes vital for effective financial management. Regardless of whether your institution consists of a single campus or spans across a hundred, this comprehensive program integrates finance and human capital management within a single solution, allowing you to concentrate on your learners. You will never have to question the necessity of an upgrade, as our solution is powered by a cutting-edge finance platform developed by Microsoft and tailored for the higher education sector by Anthology. The deeper your understanding, the more effectively you can assist. Accumulate comprehensive institutional knowledge about a constituent to guide your action plans and address their requirements promptly. Ensure your team operates efficiently and remains focused by utilizing robust campus system integrations that facilitate seamless operations and provide real-time data analysis. Enhanced visibility into your data will empower you to equip your most valuable assets—faculty, staff, and administrators—with the necessary resources to optimize functions across HR, payroll, talent acquisition, and beyond, ultimately fostering a more productive educational environment. Additionally, this unified approach not only streamlines operations but also enhances collaboration across departments, leading to better overall outcomes for your institution.

Catalyst is a powerful software solution designed to enhance business performance by leveraging a Data Lake that incorporates your ERP, Big Data sources, and any additional data at your disposal. Imagine the possibility of swiftly uncovering transformative insights hidden within your data—sounds implausible? This tool allows you to effortlessly manipulate and explore your data with just a few clicks. What previously took weeks to generate in reports can now be accomplished with a single button press. By combining Big Data analysis with your own data, you can produce exceptionally precise budgets that receive direct contributions from your sales team. Establish financial and operational strategies from a singular, reliable source of information. Curious about the barriers to achieving optimal profitability? You can conduct a root cause analysis down to the transaction level in mere moments. With Catalyst, every figure reconciles accurately, every time. By reducing tasks that once required days to mere seconds, you can concentrate on what truly matters: analyzing and advancing your business strategies for growth and success. The efficiency gained through this software enables you to make informed decisions that propel your company forward.