Best Finance Software - Page 2
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Compare the Top Finance Software as of November 2025 - Page 2
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1
Jira Work Management
Atlassian
Business project management software. See all project information at a glance with Jira Work Management (formerly Jira Core). Manage your projects and keep your team organized. Managing projects and tasks in Jira Work Management starts with a workflow. Workflows define your process and enable your team to track tasks. Jira Work Management Cloud instances also have boards that allow you to visualize your workflows and drag and drop tasks from to-do to done. Currently available in cloud offering only. Task management is easier with statuses, comments, and attachments in one place. Everyone knows a project's details at a glance without having to email or set up a meeting. Plus, with notifications you'll know when your attention is needed. How many tasks are still in progress? Which team member has too much on their plate? Using Jira Work Management, you can follow the status of your team's projects in different ways: with a quick overview, customized dashboards, and more.Starting Price: $5 per user per month -
2
Taskomat
Taskomat
With Taskomat you can automate all your freelance work, from task planning to invoice issuing. Taskomat relates the budget of your jobs to the time it takes to complete them. In addition, it condenses the best productivity techniques into a single software. Taskomat is the best productivity and smart working software, it is a project management, task planning, time & performance tracking, customer management, invoicing platform. With Taskomat you have everything you need to manage your work in one place. No more wasting time between different platforms that don't give you real value. Taskomat is not a project management tool, it is an ROI management platform. Set your financial goals and achieve them by optimizing your work processes. If you want to thrive as a freelancer, a billing tool will not suffice. Just as a generic project management tool will not be enough. If you want to thrive as a freelancer, you simply need Taskomat.Starting Price: $10 per user per month -
3
Remofirst
Remofirst
Remofirst is an international payroll service provider on a mission to free employers from geographical boundaries so they can access global talent with ease in 150+ countries. Their global payroll platform simplifies the international payroll process, paying your distributed employees in their own local currency, while giving you the option to summarize and aggregate your invoices into one payment, rather than making multiple individual payments. Remofirst’s software can also automatically calculate your team’s hours, time off, holidays, bonuses, and commissions so you don’t have to worry about it. Instead, you only need to review their monthly invoice and approve it for payment. They also provide global benefits management (including insurance and equity plans, plus time-off management), and employer of record (EOR) services, including employee support for obtaining visas and other immigration documentation. Their global payroll services cost from $199/employee/month.Starting Price: $199 per employee per month -
4
EthosData
EthosData Virtual Data Room
Close your M&A, IPO or fundraising deal faster with EthosData. A simple, secure and quick data room service to simplify your transaction. Using our award-winning service of easy-to-use data rooms and experienced teams of professionals, multiple parties can work on a deal’s confidential information. Our virtual data room has been used by 100,000+ user and we have helped to close $900+ billion deal value. You focus on your deal. We'll focus on your documents.Starting Price: $180/month -
5
twelve Directors Portal
Loomion
Loomion is the preferred Board management software provider when utmost security and reliable performance is required. Loomion's twelve Directors Portal complies with highest banking security standards is based on SharePoint technology. Loomion offers the only reliable solution in the market if the customer wants to have an on-premise installation. Furthermore, it is also offered off-premise as SaaS in our privately-owned data centers in Switzerland, Luxembourg and Germany.Starting Price: $50/month/user -
6
Collect
Collect
Collect is an easy to use secure portal solution to collect and manage client documents. From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases. Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,... It also integrates perfectly with their existing tools. // Be more productive Every feature in Collect is built to help you become more productive. // Offer a good impression Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal. // Keep your workflow secure Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.Starting Price: $39 /month -
7
SafeSend
SafeSend
SafeSend’s mission is to automate the tax and accounting profession with innovative, emerging technologies that help practitioners work more efficiently and serve their clients better. Progressive accounting firms and tax professionals rely on our unique and robust solutions to make their lives easier and their work more enjoyable. SafeSend offers several foundational technology solutions for the tax and accounting profession. Our flagship offering, SafeSend Returns® is a multi-year winner of the CPA Practice Advisor Technology Innovation Award and has redefined the way accounting firms digitally assemble, securely deliver, and quickly capture e-signatures from clients for completed tax return packages. Additional tools we offer include, TicTie Calculate®, an Adobe® Acrobat® plug-in for accounting professionals, and SafeSend Exchange™, the secure, bi-directional file exchange system. -
8
Planubo
Planubo
It’s an online scheduling and client management software that allows you to create your own booking page, get paid, better manage your staff & clients, and put your business on autopilot. Without any technical know-how, you can set up your own booking page within minutes, and start getting paid by your clients via Stripe. Planubo lets you generate invoices, take attendance, schedule online meetings, and share files with your clients. Find out what Planubo is about with our free 14-day trial!Starting Price: $17/month -
9
Portal
Portal
The modern client portal for innovative businesses. Let clients login on your own website to share files, sign docs, make payments, send messages, and more. One app for everything required to run a virtual business including billing, file sharing & eSignatures, messaging, intake forms, and a knowledge base. Portal lets you define precisely what your clients see. You can host Portal on your own domain and make every pixel look on-brand. Connect an existing marketing website or use our website builder to create a page optimized for professional services. Add the secure file-sharing and eSignatures module to your client portal. Replaces Google Drive, Dropbox, ShareFile, and DocuSign. Add the billing module to your portal. Give clients a branded payment experience. Replaces Bill.com and FreshBooks. Add the intake forms module to your client portal. Streamline the client intake process. Replaces Formstack and Microsoft Forms.Starting Price: $69 per month -
10
Remoty
Remoty
A lightweight task tracking app you will love using. Remoty helps teams and individuals track tasks, manage payroll and generate invoices in a more straightforward, simpler way. Make seamless interactions between Remoty and other project management tools like Click-Up, Jira, Trello & Asana. For individuals looking to streamline their tasks. For agile teams that want to drive growth. Active users refer to the members of your workspace that use the check-in command more than twice a month. The invoice is based on the total number of active users in your organization. Remoty provides you with a detailed description of each task created. It allows you to see the time spent by each employee on each assigned task. This can help you to gauge the efficiency of each employee. Also, it gives you detailed timesheets of your employees which can help you to monitor their punctuality. Our desktop and web app are under development. As of now, you have to be a Slack user in order to use Remoty.Starting Price: $4 per user per month -
11
Unifize
Unifize
Speed up innovation and continuous improvement by 3x in 30 days. Unifize is a software platform that makes innovation, quality, and CI processes collaborative. This helps manufacturing companies bring better products to life, faster. Whether you start with a single solution or deploy Unifize across all functions, you can be sure it works well in your environment. The templates are infinitely customizable and eliminate silos by connecting your processes together. Unifize is the only PLM tool that focuses on bringing teams together in a real-time collaborative environment to solve problems and manage critical innovation processes. If you're looking to upgrade to a complete quality suite, look no further. Unifize is the only eQMS that makes every quality process collaborative and easy to follow. Stop paying lip service to your APQP/PPAP processes. Bring teams together in a dedicated real-time conversation for every record.Starting Price: $100 per month -
12
Zocks
Zocks
Build stronger relationships with your clients by being fully present and engaged in every client interaction. Zocks captures personal and financial details from client conversations without the need for recordings, and integrates with your CRM to automate your follow up tasks, communications, and workflows. Zocks captures all the details you need from conversations — without the need for recordings. Zocks analyzes virtual and in-person conversations in real time, and automatically captures key details on your client’s financial situation, investment goals, and life events. Never miss an important personal or financial fact again.Starting Price: $67 per user per month -
13
Webdocs
Fortra
Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery. -
14
Cordis Value Creation Automation (VCA)
Cordis Technology
A business automation system uses technology and integration tools to perform repetitive and complex tasks. The easy-to-operate system connects different tools and features to drive data and automate the business process, such as; accounting, record maintenance, employee management, and consistent analytical reporting. Our business process automation software makes day-to-day operations more cost-efficient by saving time and accelerating productivity. The Process automation software transforms all sized businesses to do more in less time, the reduced effort of staff and employees are diverting to create more sales and focus on business expansion. -
15
Knovos Rooms
Knovos
A Robust Collaboration Technology for Enterprises of All Size Knovos Rooms is a highly secure solution for information management that makes it easy for users to share, edit, and track progress on documents and tasks related to projects, processes, due diligence, contract negotiations, mergers and acquisitions, and other key business activities. -
16
ExxpertApps
Calvi Systems
With a single integrated application you can manage contacts, companies, projects, opportunities, activities, documents, resources, mailings, landing pages, online registrations, surveys, online procurement, and much more. Your team will achieve higher levels of productivity by centralizing the information and files (but with selective access rights per user), by using specialized applications to do certain tasks (like mass mailings), and by easily coordinating projects with internal and external persons. Your company will be able to maintain the knowledge and experience inside by storing the key business processes in templates and by re-using this know-how in such a way that is continuously improved and updated. All your business data can be stored on our system adapting to your data model (number, type, and name of fields) without programming, just customizing the application with forms that you can create.Starting Price: $50 per month -
17
Cenmax Fluid
Cenmax
Get More Work Done, Easily! State-of-the-art tools that help you efficiently manage your leads, provide better support to your clients and manage your projects in a much better and efficient way. No more you need to pay for multiple software to get your work done. Cenmax Fluid can take charge of all! Solutions that every business want! No matter whether you’re starting up or have an established presence in your industry. We have solutions for all your needs, in a single package. Lead Management. Add leads, reminders, and keep following up your prospect. Get rid of manual-messy management & automate it instead. Invoicing System. Send eye-catchy invoices to your clients and let them pay for it online using PayPal, PayU or any aggregator of your choice. Expense Manager. Expenses happen everywhere. Keep a log of your enterprise’s expenses and let your staffs get reimbursed whenever needed. Customer Support Streamline your online support operations and keep everything on trackStarting Price: $84 per month -
18
Macabacus
Macabacus
The fastest way to get more done in Microsoft Office: From spinning up complex models to creating branded presentations, finance professionals work faster with Macabacus. Build better models and presentations faster with the most comprehensive productivity and brand compliance solutions available for Excel and PowerPoint — the must-have tools for power finance and consulting users. Tools for power users that address common pain points to facilitate construction of financial models. Visually identify errors and inconsistencies in your models that could result in costly mistakes. Create complex charts quickly, ensure their brand compliance, add components to existing charts, and much more. Declutter and reduce the file size of spreadsheets to improve stability and performance in Excel. Synchronize your table of contents and section slides/shapes with native sections so you can focus on content. -
19
Lucca
Lucca
Work smarter with efficient HR software. With Lucca’s HR software, turn spreadsheets into interactive online services and streamline your internal management processes. Lucca develops 11 HR and administrative software programs, each software is dedicated to a specific need to help you create your customized HRIS. An HR software is efficient when it is simple and it is simple when it answers a specific need. This is why each Lucca product is aimed at solving a clearly defined HR management issue. The number of features in software does not guarantee its quality. This means that before developing a new feature, we always compare the benefit that it brings and the complexity that it entails by putting ourselves in the shoes of the end-user. When we design our software, we first think about the end-users, those who will use our solutions on a daily basis. Our aim is to make their life easier. Lucca solutions are interfaced with traditional payroll, accounting, HRIS and ERP systems.Starting Price: €8.90 per user per month -
20
Diligent Boards
Diligent
Trusted by over 145,000 executive leaders worldwide, Diligent Boards is the #1 software for boards. Diligent Boards solution enables more efficient and effective governance by providing a comprehensive range of tools for running more effective board meetings. Top features for directors include single sign-on, document annotation, real-time syncing across devices, and more. Administrators, meanwhile, can take advantage of tools such as drag-and-drop book building, questionnaires with analysis tools, consolidated management of contracts, calendars, and meeting logistics, and more. -
21
Dealpath
Dealpath
Dealpath is the industry’s most trusted, purpose-built real estate platform, empowering hundreds of leading institutions including Blackstone, AEW, Oxford Properties, Principal Real Estate and Bridge Investment Group to invest in the built world. From pipeline through portfolio management, Dealpath serves as your command center, the single source of truth that provides vetted, real-time deal information, together with associated files and tasks, fueling data-driven analysis and decisions to achieve optimal, risk-adjusted returns. To date, Dealpath has supported more than $10 trillion in transactions globally. -
22
iPushPull
iPushPull
ipushpull is a no-code, easily configurable platform that makes maximizing the value of your data-driven services simple. The platform supports instant access to the right data, at the right time, in the right place to improve your decision-making and ability to make better use of your data in real-time. Our no-code platform makes it fast-to-market but so is our approach. We'll listen closely to understand your problem and then prototype and iterate quickly with you. The ipushpull process is fast, cost-effective, flexible and highly focussed, leveraging our configurable platform. With our financial services and technical expertise, our team is here to make sure you get the most value from our platform and have the best possible experience as our customer. Global investment bank connects to ipushpull to distribute live access-controlled pricing to all its clients -
23
MRMcentral
BHTU
We are a cloud-based Resource, Project and Collaboration Management platform developed specifically for marketers. MRMcentral enables marketing departments to manage all of their branded materials and assets, as well as the people using them, with one comprehensive tool. Centralize all activities and gain real-time information on the status of marketing campaigns and projects. MRMcentral’s DAM is the easy, fast, & smart way to organize all your digital assets. Our solution is designed to improve the efficiency and effectiveness of marketing teams for the maximum utilization of their most important resources: people, time, content & money.Starting Price: $50 per month per user -
24
Zeck
Zeck
Zeck is software that reimagines the ridiculous board meeting process to drive better decision-making with your board and investors. Zeck creates customizable, interactive board and investor updates that actually work on your phone and make you look way more pro. Zeck is also a catalyst for real engagement so you’ll get way more value out of your board meetings, which is what’s supposed to happen. Zeck is designed to transform board meetings from boring presentations to awesome strategic discussions, lots of bantering, and lively debate. Your team is building their decks in the same obsolete slides they used in middle school. Zeck makes board meeting prep 7,000 times easier. Zeck digitizes voting and auto-generates board minutes. Plus, Zeck invented the pre-vote (we think) to completely eliminate the minutiae from the live board meeting. Which means more time is dedicated to extracting value from the meeting. -
25
GroupThinq
GroupThinq
Get back to the work you love, and let a modern business intelligence platform help you and your team grow the business. GroupThinq is a modern, cloud-based time and project management platform used by every member of your team every day, creating insights and intelligence that makes everyone smarter and more productive. Owners become infinitely more confident about the business, staff become more engaged and accountable, and financial controllers become effortlessly connected to the teams doing the work. GroupThinq shows everyone how much time is left in each phase of the project, right in their timesheets as they work. You and your team will know, in real-time, if the hours spent start to exceed your projected budget, and by how much. Owners can start to see trends in projects which will help them on the next project. Everyone becomes accountable for time and budgets.Starting Price: $11.99 per user per month -
26
ARC Utility Sector Consulting
ARC Business Solutions
Meet the changing realities of the utilities sector with confidence. Through a mixture of deep industry insight and technology solutions, your goals can be made a reality. With an excellent track record of on-time, on-budget, and high-value projects, our work has resulted in significant savings and cost recovery to our clients. Since 1998, ARC has worked in regulated and deregulated utilities environments in both Canada and the United States. ARC has been heavily involved in the electricity deregulation of Alberta and has a deep industry knowledge which we bring to all client projects. With an excellent track record of on-time, on-budget, and high-value projects, our work has resulted in significant savings and cost recovery to our clients.