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Financial Management
https://www.capterra.com/financial-management-software/Niches in this category - the functional product types blended into "Financial Management" (90)
Financial Planning & Analysis (FP&A) Platform62Small Business Accounting Software45ERP Suite38Cash Flow & Treasury Management Software34Personal Finance & Budgeting App22Industry-Specific Vertical Business Software16Accounts Receivable Automation & Collections Software14Spend & Expense Management Software11Professional Services Automation (PSA) Software10Financial Close & Account Reconciliation Software10Financial & Investment Analytics Platform9Wealth & Financial Advisor CRM9Online Business Banking Platform8Investment Accounting & Portfolio Reporting Platform8Accounts Payable Automation Software6IT Financial Management & Cloud FinOps Platform5Open Banking & Account-to-Account Payment Platform5Employee Financial Wellness Platform5Education ERP & Student Information System5Bill Pay & B2B Payments Platform5Invoicing & Billing Software5Nonprofit & Fund Accounting Software5Financial Consolidation & Close Reporting Software5CRM Software4Vertical Industry Analytics Platform4Construction ERP & Project Accounting4Capital Project & Program Controls Software4Payment Processing & Gateway Software4Distribution & Wholesale ERP4Business Intelligence & Augmented Analytics Platform3Professional Services & Agency ERP3Manufacturing ERP & MRP Software3Strategy Execution & Performance Management Platform3Procure-to-Pay & Procurement Software3Credit Risk & Decisioning Platform3Ecommerce Accounting & Sales Channel Reconciliation Software3Business Management Suite for SMBs3E-Invoicing & Tax Compliance Software3Payment Orchestration Platform2Point of Sale (POS) Software2Construction Billing & Job Management Software2Tax Compliance & E-Invoicing Software2Document & Content Management Software2Intelligent Document Processing (IDP) & OCR2Workflow Automation & BPM Platform2Time Tracking & Timesheet Software2People Analytics & Workforce Intelligence Platform2Core HR / HRIS Suite2Embedded Payments & Payfac-as-a-Service Platform2Capital Project Management Software for Owners2Crypto Accounting & Digital Asset Subledger2Outsourced Bookkeeping & Virtual CFO Service2Property Management Accounting Software2Capital Planning & Capex Management Software2Cost & Profitability Analytics Software2Training Management System for Training Providers1Marketing Mix Modeling & Media Planning Platform1Waste Hauler & Recycling Fleet Management Software1Logistics, Freight & Maritime ERP1ACH & Bank Transfer Processing Software1Tuition & School Fee Payment Platform1Government Contractor ERP1Decision & Risk Simulation Modeling Software1Asset & Equipment Tracking Software1Restaurant & Bar Inventory Management Software1Property Development & Real Estate Development Software1No-Code / Low-Code Application Platform1Dynamic Case Management Platform1AI Decision Intelligence & Forecasting Platform1Lease Accounting & Management Software1Regulatory & Statutory Reporting Software1Revenue Recognition & Revenue Management Software1Higher Education & Admissions CRM1KYC & Identity Verification Platform1Accounting Firm Practice Management Software1AI Bookkeeping Automation Platform1Legal Practice Management & Billing Software1Integrated GRC Platform1Spreadsheet Data Connector & Add-In1Spreadsheet-to-Database Integration Tool1Hotel Revenue Management & Rate Optimization Platform1Client Onboarding & Customer Success Project Software1Construction Project Management Software1Work Management & Team Task Collaboration Platform1EDI & Ecommerce Integration Middleware1Note-Taking & Personal Document Organizer App1Property Maintenance & Work Order Software for Multifamily/Real Estate1Client Portal & Document Collection Platform1Audit, Risk & Forensic Data Analytics Software1Reporting & Report Automation Tool1
442 products10 pages scraped of 10450 in category8 sponsored17 shortlisted
| # | Product | Rating | Reviews | Rec | Ease / Svc / Feat / Value | Description |
|---|---|---|---|---|---|---|
| 26 | 4.5 | 140 | 81% | 4.5 / 4.2 / 4.4 / 4.9 | Financial management solution that helps create budgets, track investments, manage bills & receive reminders for upcoming payments. Learn more about Mint | |
| 27 | 4.5 | 137 | - | 4.5 / 4.1 / 4.4 / 4.2 | Manage your credit & risk through reports & predictive analytics. This scalable solution puts Dun & Bradstreets data at your fingertip Learn more about D&B Finance Analytics | |
| 28 | 4.7 | 133 | 90% | 4.7 / 4.7 / 4.7 / 4.7 | Best-in-class financial services CRM and workflow platform with no-code and AI at its core. Learn more about Creatio CRM | |
| 29 | 4.7 | 131 | 96% | 4.7 / 4.6 / 4.6 / 4.6 | DataSnipper brings AI-powered Excel Agents to audit and finance, helping teams automate work in Excel and produce review-ready results. Learn more about DataSnipper | |
| 30 | 4.5 | 131 | - | 4.5 / 4.5 / 4.1 / 4.5 | Small business accounting made easy. Send invoices, collect payments, track expenses, create reports & make better financial decisions. Learn more about Kashoo | |
| 31 | 4.7 | 127 | 95% | 4.6 / 4.7 / 4.6 / 4.6 | Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Learn more about Rocketlane | |
| 32 | 4.4 | 123 | - | 4.0 / 4.6 / 4.1 / 4.1 | WinTeam is a holistic financial, operations and workforce management solution for cleaning and security contractors in North America. Learn more about WinTeam | |
| 33 | 4.9 | 116 | 93% | 4.8 / 4.7 / 4.7 / 4.7 | Upmetrics is an AI-powered business planning tool—to create business plans, prepare financial projections, and long-term strategies. Learn more about Upmetrics | |
| 34 | Sage X3 Shortlist | 4.3 | 115 | - | 4.1 / 4.0 / 4.3 / 4.1 | ERP solution that helps businesses manage finances, operations, and supply chains to improve efficiency and streamline processes. Learn more about Sage X3 |
| 35 | Lucanet Shortlist | 4.6 | 107 | 88% | 4.5 / 4.6 / 4.4 / 4.3 | Empower your finance teams with next-generation, purpose-built solutions that unify data, people, and strategy. Learn more about Lucanet |
| 36 | FloQast Shortlist | 4.9 | 106 | 99% | 4.8 / 4.9 / 4.7 / 4.8 | FloQast is a provider of accounting workflow automation created by accountants for accountants to work smarter, not harder. Learn more about FloQast |
| 37 | 4.6 | 106 | 88% | 4.4 / 4.7 / 4.4 / 4.5 | Productive helps agencies run projects, resources, and finances in one platform — boosting visibility, efficiency, and profitability. Learn more about Productive | |
| 38 | 3.8 | 103 | - | 3.7 / 3.9 / 3.7 / 3.7 | ERP software for custom, mixed mode manufacturers, and make to order manufacturers. Learn more about M1 ERP | |
| 39 | 4.4 | 101 | - | 4.6 / 4.3 / 4.5 / 4.4 | Help your customers improve their financial health Learn more about Plaid | |
| 40 | 4.4 | 98 | - | 4.3 / 4.6 / 4.3 / 4.4 | IDU-Concept automates and streamlines the manual process of spreadsheet based budgeting, forecasting and reporting. Learn more about IDU | |
| 41 | Multiview ERP Shortlist | 4.4 | 97 | - | 4.2 / 4.4 / 4.3 / 4.2 | Multiview ERP is a highly scalable fully-integrated suite of financials that is highly configurable to several industries. Learn more about Multiview ERP |
| 42 | SAP Business ByDesign Shortlist | 4.4 | 96 | - | 4.0 / 4.1 / 4.3 / 4.1 | A single cloud ERP solution for fast-growing, mid-market businesses to scale and compete without the complexity and cost. Learn more about SAP Business ByDesign |
| 43 | 4.9 | 94 | - | 4.7 / 4.8 / 4.7 / 4.7 | The #1 platform for multi-entity finance that unites both an AI-native ERP and FP&A in one place. Learn more about LiveFlow | |
| 44 | 4.5 | 91 | - | 4.6 / 4.5 / 4.5 / 4.4 | AI-powered A/R automation with the only zero-fee ACH B2B payment portal included in every subscription. Learn more about Gaviti | |
| 45 | 4.4 | 88 | - | 4.1 / 4.3 / 4.4 / 4.2 | Workday Financial Management enables accounting to operate with greater productivity, superior insights, and adapt to changing needs. Learn more about Workday Financial Management | |
| 46 | 3.9 | 86 | - | 3.7 / 3.7 / 3.9 / 3.6 | An end-to-end distribution industry-specific ERP solution including financials, reporting, order management, and purchasing tasks. Learn more about Epicor Prophet 21 | |
| 47 | 4.7 | 85 | - | 4.5 / 4.3 / 4.7 / 4.6 | Macabacus is software that streamlines Excel and PowerPoint workflows, enhancing accuracy and ensuring compliance in presentations. Learn more about Macabacus | |
| 48 | 3.6 | 84 | - | 3.2 / 3.5 / 3.5 / 3.2 | Simplify your institution from enrollment to advancement, finance, and beyond — with a complete, integrated SaaS platform. Learn more about Ellucian | |
| 49 | 4.8 | 82 | - | 4.5 / 4.7 / 4.7 / 4.6 | An Intelligent finance platform that aligns CPM processes such as Financial Close & Consolidation, FP&A, Reporting & Analytics Learn more about OneStream | |
| 50 | Cube Shortlist | 4.6 | 79 | - | 4.7 / 4.8 / 4.4 / 4.7 | Cube’s financial management software automatically syncs data from your tech stack to your spreadsheets so you can work faster. Learn more about Cube |