Finance Software
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Compare the Top Finance Software of 2021
Finance Software Guide
Financial software provides all the necessary tools to record, store, manage, analyze and process financial information, records, bills, and transactions. Compare the best Finance software currently available using the table below.
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1
Odoo
Odoo
Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.
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2
Finicity
Finicity
Finicity’s open banking platform makes connecting your customers’ financial data to your app or service simple. Finicity’s open banking platform is being used by some of the largest and most innovative organizations in the world to empower their customers with better financial experiences. Data quality is essential to your experience. Our data is battle tested in the most rigorous markets. Easily code to endpoints, test data and connect to Finicity’s open banking platform for leading API coverage of banks, credit unions, payroll providers and other financial services. Our suite of APIs makes it easy to access the data you need to power your products.
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3
FreshBooks
FreshBooks
Make invoicing and billing painless for your small business with FreshBooks. A top-rated invoice and accounting software for self-employed professionals and small businesses, Freshbooks offers a fast, easy, and secure way of crunching numbers so companies can focus on doing the work they love. It offers a wealth of powerful features that includes invoicing, expense tracking, time tracking, project management, payment processing, and reporting. Freshbooks also lets users work from anywhere with the Freshworks mobile app.
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4
Pipefy
Pipefy
Pipefy is the workflow management software that makes business processes—such as purchasing, job opening, accounts payable and employee onboarding—hassle-free, so requesters, processors and managers are more efficient. Through fast-to-deploy, no-code, automated workflows, Pipefy enhances speed, increases visibility, and delivers higher quality outcomes without the need of IT implementation. Drive digital transformation, gain control of soaring service request volumes through easy to use, enterprise-class process automation and leave manual processes behind and refocus on strategic initiatives and activities. The platform has grown rapidly, fueled by an intense market desire for better solutions to manage business processes and automation. Pipefy is now used in over 215 countries by leading enterprises such as Visa, IBM, Volvo, Santander and Kraft Heinz.
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5
NetSuite
NetSuite
One unified business management suite, encompassing ERP/Financials, CRM and ecommerce for more than 20,000 customers. Adaptability has never been more important. We give you the visibility and control to make the right decisions, now. Scale up, spin off, adopt new business models, NetSuite’s flexibility lets you do it all, quickly and easily. With every NetSuite upgrade, your configurations and customization migrate seamlessly. Your core business system now becomes your customer-facing commerce system with a customizable, customer-specific, pixel perfect experience. Real-time analytics is the NetSuite user interface. Users know what they should be doing and how they’re helping the business, with vital business data displayed from right within the system.
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6
Allvue
Allvue Systems
Allvue Systems is a leading provider of investment management solutions for fund managers, investors, and administrators in the alternative investments industry. We offer innovative, configurable investment software that eliminates the barriers between systems, information, and people, optimizing decision making and streamlining processes to meet investor needs across private debt, private equity, and other alternative asset classes.
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7
CSS IMPACT
CSS, Inc.
CSS IMPACT is a leading provider of Next-Gen Financial Ecosystem cloud platforms featuring HD 2.0 | Ai - an Agent-less “Ai� (Artificial Intelligence) Digital Consumer or Debtor Engagement bot for credit, billing, collections & revenue cycle management. This “Digital & Voice First Ai" servicing technology can answer common questions, accept payments, & negotiate accounts with a frictionless positive experience without changing the consumer's behavior by using new IoT channels of communications, such as Google Assistant, Google Ai Voice (phone), Text, Chat, Email, Online smart portals, as well as traditional call center technologies - Dialers, Click-to-dial, IVR & Telephones.
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8
Digital Purchase Order
LeBog Software GmbH
Digital Purchase Order (DPO) by LeBog Software is an award-winning, cloud-based purchase order and procurement software that simplifies the purchasing workflow and eliminates the need for multiple emails and manual circulation. DPO's advanced and easy-to-use user interface enables businesses to efficiently manage their approval chain and take advantage of multiple customizations. Digital Purchase Order provides a plethora of enterprise-grade features such as CSV export, vendor list, customizable PDF report, SSL security, mobile apps, and more. DPO integrates with Quickbooks Online as well.
Starting Price: $19.00/month -
9
TreasuryPay
TreasuryPay
Instant™ Enterprise Data and Intelligence. Visibility into all transaction data, as it is happening, wherever it is happening worldwide. With just one network connection, organizations receive worldwide Accounting, Liquidity Management, FX, Marketing, and Supply Chain information — delivered in a single managed solution to empower enterprise intelligence. The TreasuryPay product set streams your global receivables information, delivering instant accountancy and cognitive services. It is, quite simply, the most advanced intelligence and insights platform currently available to global organizations. Instantly provide your organization with enriched information for your entire global enterprise. The change is easy. The Return on Investment, remarkable. Actionable intelligence and real-time global accountancy are now available at your fingertips with TreasuryPay Instant™.
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10
Divvy
Divvy
Divvy's 100% free expense platform brings smart card technology, modern software and people together for a seamless spend management experience. Divvy makes expense reports, receipt capturing and employee reimbursements an unnecessary thing of the past. Simply pick a budget, swipe your Divvy card and you're done. Everything you need is pushed to the cloud for real-time transparency into how you're spending, where and why. With Divvy, everyone (CEO to intern) can have a company card, risk free. Why? Because you control every employee's access to funds, budgets and credit limits. Use virtual cards to manage subscriptions, block overspend, make online transactions and guard your physical card numbers from security breaches. In the end, Divvy customers spend smarter, close books faster and travel better without playing the expense report or reimbursement games. Divvy is free to use, plus you'll earn competitive, flexible, and customizable rewards. See a demo today!
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11
Vertex
Vertex Inc.
Vertex software enables tax determination, compliance, and reporting, tax data management, and document management with powerful pre-built integrations to core business applications. Vertex brings together the tax process acumen, technology innovation, and trusted industry partnerships to create an end-to-end global indirect tax solution, reducing audit exposure and freeing up tax departments to bring more value to their company.
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12
StockMarketEye
TransparenTech LLC
StockMarketEye is an easy-to-use investment management software for individual investors and advisors. With StockMarketEye, you can track and manage all of your investments in one place, stay on top of the markets, and have quick access to the information you need to make informed investment decisions. * Get started quickly by importing your accounts directly from brokerages. * View prices, performance, allocations and much more. * Chart the value of your investment portfolios over time. * Keep watchlists of securities that are on your purchase list. * Analyze historical price charts. * Companion apps for iOS and Android. * And much more...
Starting Price: $100, then $50 per year -
13
Plaid
Plaid
The easiest way for users to connect their bank accounts to an app. Plaid provides developers with the tools they need to create easy and accessible experiences for their users. Today, tens of millions of people in North America (and counting) have successfully connected their accounts to apps they love using Plaid. With just a few lines of code, you can implement Plaid in an afternoon. Our front-end module is easy to drop into whatever you’re building and designed to optimize conversion. Plaid provides technology that enables you to connect your financial accounts to apps and services. That can help you do things like save for retirement, make a budget, and transfer money. You’ve probably already connected an account using Plaid. Over a quarter of people with US bank accounts have, and we’re growing internationally as well.
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14
Fusion Framework System
Fusion Risk Management
Fusion Risk Management's software, the Fusion Framework System, enables you to understand how your business works, how it breaks, and how to put it together again. Our platform provides easy, visual, and interactive ways to explore every aspect of your business so you can identify single points of failure and key risks. Achieve resilience with greater speed and efficiency with Fusion’s flexible and integrated suite of platform capabilities that can be tailored to best fit the needs of your organization. We meet you wherever you are on your journey for more resilient operations. - Map critical service and product delivery processes as they actually are - Leverage objective risk insights that help you audit, analyze, and improve your business operations - Plan, orchestrate, and measure risk management and resilience activities with confidence - Leverage automation to reduce the burden of manual, time-consuming, repetitive tasks, freeing teams for higher value activities
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15
FileCenter
FileCenter
FileCenter is your fastest path to organized documents. It's easy to install, learn, and use. FileCenter DMS combines easy scanning and file organization with powerful PDF creation and editing. It also integrates with most Cloud services and the Windows programs you already use. FileCenter AUTOMATE converts documents into searchable PDFs with its powerful OCR and then automatically names and routes them. FileCenter RECEIPTS is the best way to manage your receipts, track your expenses, and create reports to ensure accurate reimbursements. FileCenter is perfect for offices of all sizes. It runs on your Windows PC and uses the Windows file system, NOT complex databases. Feature-for-feature, FileCenter delivers at a price the competition can't touch. Start your free trial today! Call 801-722-7098.
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16
Koinly
Koinly
Koinly is a cryptocurrency tax software for hobbyists, investors and accountants. Anyone who owns multiple exchange accounts or wallets knows the pains when it comes to declaring taxes. Koinly was built to solve this very problem - by integrating with all major blockchains and exchanges such as Coinbase, Binance, Kraken etc, Koinly reduces crypto tax reporting to a few minutes of work. Simply connect your exchange accounts / public addresses and let Koinly figure out your capital gains. Your final tax report is presented in a format that is accepted by your tax agency, making it easy to print & file. Alternatively, import our report into a tax filing software like TurboTax, TaxACT or Xero. Koinly calculates your cryptocurrency taxes and helps you reduce them for next year. Simple & Reliable. Add your exchange accounts via API or CSV files and connect your blockchain wallets using public addresses.
Starting Price: $49 per tax year -
17
CompareCoOps
VendorPanel
CompareCoOps is the smart way for public agencies to access cooperative contracts, identify suppliers, get competitive quotes, and report on contract usage. It's transparent, easy, and free for agencies. Source cooperatives for suppliers of products and services across a wide range of popular categories. Save money and reduce risk while taking advantage of the benefits of cooperative purchasing. Simple tools guide you through creating a secure request. Easily compare responses from invited suppliers. Choose the winning quote and automatically let suppliers know of the outcome.
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18
Hyperproof
Hyperproof
Hyperproof makes building out and managing your information security frameworks easy by automating repetitive compliance operation tasks so your team can focus on the bigger things. The Hyperproof solution also offers powerful collaboration features that make it easy for your team to coordinate efforts, collect evidence, and work directly with auditors in a single interface. Gone are the days of uncertainty around audit preparation and compliance management process. With Hyperproof you get a holistic view of your compliance programs with progress tracking, program health monitoring, and risk management.
Starting Price: $800 per month -
19
BQE CORE Architect - Project Accounting
BQE Software
Effortlessly provide principals, project managers, and entire staff with the information they need. Monitor KPIs like project performance, time and expense, and profitability on BQE Core Architect's powerful dashboard. Watch real-time status of tasks by phase, track progress, and compare budgeted hours and costs vs. actual so nothing falls through the cracks. Efficiently allocate resources with interactive Gantt charts and accurately forecast every time. Manage your new sales opportunities, activities, and performance through Core CRM, specifically built to address the needs of professional services. Discover how BQE Core Architect helps you focus on the essential parts of your practice while effectively managing client projects. Sign up for a free 15-day trial today.
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20
Nuxeo Platform
Nuxeo
The Nuxeo Platform is a cloud-native content services platform offering a low-code approach to content-centric application development. With a scalable architecture and flexible metadata model, organizations can quickly build applications that provide users with a modern UI, enterprise-level content management capabilities, AI-powered workflows, federated search, automation, and more. Nuxeo makes it easy to build smart content-centric applications that enhance customer experiences, improve decision making, and accelerate products to market. Document management, enterprise content management (ECM), digital asset management (DAM), case management, and knowledge management are all common use cases for the Nuxeo Platform. Regardless of size, volume, or where your content is stored, Nuxeo enables organizations to securely access, find, and use information across business units, applications, channels, and processes.
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21
Dovico TimeSheet
Dovico Software
Dovico TimeSheet for Small Business is a fully scalable project time and expense tracking solution. Remove the barriers! Employees enter time and expenses through an intuitive web or mobile (iOS and Android) experience. Need some help? Free unlimited chat, email and phone support await you as we become a helpful extension of your profit-building team. Get away from time-consuming spreadsheets and get started with Dovico TimeSheet for Small Business now for free!
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22
HelmBot
HelmBot
Appointment scheduling, point-of-sale, staff management, marketing automation, and a whole lot more. HelmBot makes it easy for business owners to stay on top of all the complicated parts of their business in one place. HelmBot is designed to save you time and bring in extra appointments, every single day.
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23
Ansarada Virtual Data Rooms
Ansarada
Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus pre-built, digitized and customizable workflows and checklists - known as Pathways - for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers 14-day free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions.
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24
Weave
Weave
Why use 8 systems when you could just use one complete package? Weave makes patient, customer and client communication easier and faster while working in and outside of your office (super helpful during COVID). Stop worrying about missed calls, appointment reminders, payment requests, and cancelled appointments - Weave improve every point of contact.
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25
Chargebee
Chargebee
Chargebee is a recurring billing and subscription management tool that helps SaaS and SaaS-like businesses streamline Revenue Operations. Chargebee integrates with the leading payment gateways like Stripe, Braintree, PayPal etc. around the world to let you automate recurring payment collection along with invoicing, taxes, accounting, email notifications, SaaS Metrics and customer management. Chargebee handles all your crucial workflows from lead to ledger with power-packed integrations that include Salesforce, Xero, Quickbooks, Avalara, Slack, among others.