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description: Page 2 - Discover the best Financial Management Software for your organisation. Compare top Financial Management Software tools with customer reviews, pricing and free demos.
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title: Page 2 - Best Financial Management Software - 2026 Reviews, Pricing & Demos
---

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# Financial Management Software

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## Products

1. [Tipalti](https://www.softwareadvice.co.uk/software/356595/tipalti) — 4.6/5 (174 reviews) — Transform the way your finance team works. Automate your full accounts payable, global payments and procurement proce...
2. [Agicap](https://www.softwareadvice.co.uk/software/437138/agicap) — 4.3/5 (161 reviews) — Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS ...
3. [Mint](https://www.softwareadvice.co.uk/software/255107/mint) — 4.5/5 (140 reviews) — Mint is a personal finance management tool that helps users track their spending, save money and make more informed f...
4. [Soldo](https://www.softwareadvice.co.uk/software/233242/soldo) — 4.7/5 (140 reviews) — At Soldo, we understand that managing expenses and keeping track of receipts can be a hassle for employees and financ...
5. [D\&B Finance Analytics](https://www.softwareadvice.co.uk/software/246735/dandb-finance-analytics) — 4.5/5 (137 reviews) — D\&B Finance Analytics is a cloud-based risk management solution designed to help businesses analyze credit applic...
6. [Accounting Seed](https://www.softwareadvice.co.uk/software/364581/accounting-seed) — 4.3/5 (135 reviews) — Accounting Seed Financial Suite is a cloud-based accounting solution catering to the needs of various industries incl...
7. [Creatio CRM](https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international) — 4.7/5 (133 reviews) — Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core. Creatio Sa...
8. [Kashoo](https://www.softwareadvice.co.uk/software/33366/kashoo) — 4.5/5 (131 reviews) — Kashoo is a cloud-based accounting solution for small business owners who want the control and simplicity of doing th...
9. [DataSnipper](https://www.softwareadvice.co.uk/software/383026/datasnipper) — 4.7/5 (129 reviews) — DataSnipper is an Excel-native intelligent automation platform for audit and finance teams. In the agentic era, DataS...
10. [Rocketlane](https://www.softwareadvice.co.uk/software/373891/rocketlane) — 4.7/5 (127 reviews) — Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system....
11. [WinTeam](https://www.softwareadvice.co.uk/software/149143/winteam) — 4.4/5 (123 reviews) — WinTeam is a cloud-based enterprise resource planning (ERP) solution, which helps janitorial and security service con...
12. [Upmetrics](https://www.softwareadvice.co.uk/software/449851/Business-Plan-Software) — 4.9/5 (114 reviews) — Upmetrics is a cloud-based and AI-enabled business planning software that helps small businesses manage growth strate...
13. [Lucanet](https://www.softwareadvice.co.uk/software/141232/Lucanet) — 4.6/5 (107 reviews) — We were born from frustration. In companies large and small, we saw brilliant finance professionals buried in spreads...
14. [Sage X3](https://www.softwareadvice.co.uk/software/191263/sage-x3) — 4.4/5 (107 reviews) — Sage X3 is a powerful ERP software solution designed for midsized national and global manufacturers, distributors, an...
15. [FloQast](https://www.softwareadvice.co.uk/software/162466/floqast) — 4.9/5 (105 reviews) — FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate ...
16. [CCH Tagetik](https://www.softwareadvice.co.uk/software/424065/tagetik) — 4.4/5 (105 reviews) — CCH Tagetik is a unified BI and accounting software that helps to optimize financial and operational planning. The so...
17. [Productive](https://www.softwareadvice.co.uk/software/176476/productive) — 4.6/5 (104 reviews) — Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing ...
18. [M1 ERP](https://www.softwareadvice.co.uk/software/389898/m1-erp) — 3.8/5 (103 reviews) — M1 ERP is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that...
19. [IDU-Concept](https://www.softwareadvice.co.uk/software/21834/idu-concept) — 4.4/5 (98 reviews) — IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of in...
20. [Multiview ERP](https://www.softwareadvice.co.uk/software/1993/multiview-enterprise) — 4.4/5 (97 reviews) — Multiview Financials is the flagship ERP system developed, sold, implemented, and supported by Multiview Financial So...
21. [SAP Business ByDesign](https://www.softwareadvice.co.uk/software/266587/sap-business-bydesign) — 4.4/5 (96 reviews) — SAP Business ByDesign is a cloud-based enterprise resource planning (ERP) solution. It unifies core business function...
22. [Plaid](https://www.softwareadvice.co.uk/software/179020/plaid-for-lending) — 4.4/5 (95 reviews) — Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accou...
23. [LiveFlow](https://www.softwareadvice.co.uk/software/326324/liveflow) — 4.9/5 (94 reviews) — Google Sheets Add-On is a tool to help you bring your financial data into your Google Sheet. Imagine completing your ...
24. [Gaviti](https://www.softwareadvice.co.uk/software/435124/gaviti) — 4.5/5 (91 reviews) — Gaviti is an AI-powered invoice-to-cash automation platform designed to help B2B companies accelerate collections, im...
25. [Workday Financial Management](https://www.softwareadvice.co.uk/software/52993/workday-financial-management) — 4.4/5 (87 reviews) — Workday Financial Management is a single cloud-based solution that assists global businesses of all sizes in a variet...

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## Related Categories

- [Financial Reporting Software](https://www.softwareadvice.co.uk/directory/1904/financial-reporting/software)
- [Expense Report Software](https://www.softwareadvice.co.uk/directory/427/expense-management/software)
- [Accounting Software](https://www.softwareadvice.co.uk/directory/4220/accounting/software)
- [Spend Management Software](https://www.softwareadvice.co.uk/directory/4086/spend-management/software)
- [Accounts Payable Software](https://www.softwareadvice.co.uk/directory/1851/accounts-payable/software)

## Links

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Also includes global tax compliance, 2 & 3 way PO matching, multi-entity support, and instant reconciliation with ERP integrations that includes NetSuite, Quickbooks and Sage Intacct.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b5fc1ce-4d2f-42e0-9fcc-b69917a3c845.png","url":"https://www.softwareadvice.co.uk/software/356595/tipalti","@type":"ListItem"},{"name":"Agicap","position":2,"description":"Agicap delivers a robust cash management solution tailored for SMBs and mid-market firms. As a leading European SaaS provider, we aim to transform how financial professionals manage their most challenging aspect - cash flows - enabling them to concentrate on value-adding activities.\n\nOur comprehensive solution consists of three key modules: Agicap Cashflow for efficient cash flow management, forecasting, and analysis; Agicap CashCollect for proactive customer receivables tracking and collection; and Agicap Payment for streamlined supplier invoice payments and centralization.\n\nThe platform automates financial operations, ensuring accurate, reliable, and efficient cash flow management. This includes effortless monitoring, forecasting, and reporting capabilities. Agicap also addresses essential business functions that significantly affect cash flows. 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Additionally, our commitment to providing personalized support has been highly appreciated by our user base, further establishing our reputation as a trusted partner in financial management.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61990a7c-9425-4847-aac2-763b110bf6eb.png","url":"https://www.softwareadvice.co.uk/software/437138/agicap","@type":"ListItem"},{"name":"Mint","position":3,"description":"Mint is a personal finance management tool that helps users track their spending, save money and make more informed financial decisions. Mint pulls all your financial accounts into one place, so you can finally get a clear picture of your spending, budgeting and investing. Use Mint to track your spending and set budgets, pay off debt faster, save money on interest and late fees.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b3cf65f0-646f-4358-b0f4-21d9d8bf3c8d.jpeg","url":"https://www.softwareadvice.co.uk/software/255107/mint","@type":"ListItem"},{"name":"Soldo","position":4,"description":"At Soldo, we understand that managing expenses and keeping track of receipts can be a hassle for employees and finance teams alike. That's why we offer company cards that are designed to help businesses simplify buying and spending.\n\nOur cards allow your team to make purchases without having to worry about fronting their own money. Plus, our platform provides real-time tracking and a better way to run reimbursements. This gives finance teams complete control and visibility over spending, saving valuable time and resources.\n\nWith Soldo, you can say goodbye to the headache of managing expenses and focus on what really matters: growing your business.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9fb8119a-f2ff-4232-a394-2fd3f74f5089.png","url":"https://www.softwareadvice.co.uk/software/233242/soldo","@type":"ListItem"},{"name":"D&B Finance Analytics","position":5,"description":"D&B Finance Analytics is a cloud-based risk management solution designed to help businesses analyze credit applications and identify growth opportunities using predictive analytics. The platform enables organizations to establish custom rules, maintain an audit trail for credit decisions and ensure compliance with statutory regulations. \n\nD&B Finance Analytics allows administrators to add and organize customer details using various custom tags such as risk level, industry and country. Users can also predict risk businesses, record credit patterns, and monitor slow-paying accounts to optimize cash flow using the built-in customizable filters.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/61b21a13-aa9c-4188-aaad-b7bc756bec1e.png","url":"https://www.softwareadvice.co.uk/software/246735/dandb-finance-analytics","@type":"ListItem"},{"name":"Accounting Seed","position":6,"description":"Accounting Seed Financial Suite is a cloud-based accounting solution catering to the needs of various industries including healthcare, insurance, manufacturing and consulting. The solution enables users to bill customers, accept payments, create custom financial reports and manage project accounting.\n\n\nAccounting Seed lets users create invoices from sales orders and set recurring customer bill generation. The solution can be integrated with Salesforce CRM for managing credit disbursement, tracking collections and customer interaction. Additionally, the solution can also be integrated with Stripe to collect online payments.\n\n\nDashboards enable data visualization through charts and graphs for accounting and order management. Management reports can be configured with drag-and-drop editing and can be exported to Excel. The solution offers consolidated general ledger and project accounting for tracking project expenses and deliverables as well as project-based reports, budget reports and more.  \n\n\nAccounting Seed Financial Suite is available on a monthly subscription basis and provides customer support through knowledge base available on the website, phone, email and online messaging.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/db28fc83-a0a2-436b-a2fe-eeec7af7ac92.png","url":"https://www.softwareadvice.co.uk/software/364581/accounting-seed","@type":"ListItem"},{"name":"Creatio CRM","position":7,"description":"Creatio is a new era CRM to manage all customer and operational workflows with no-code and AI at its core.\n\nCreatio Sales is an AI-native sales management platform that helps businesses achieve sales excellence by providing a complete customer 360 view, automating lead and sales processes, running accurate forecasts, streamlining order and document management, and boosting team collaboration.\n\nCreatio Marketing is an AI-native omnichannel marketing platform that accelerates lead-to-revenue by providing a holistic customer view, enabling personalized journeys, streamlining digital, email, and event campaigns, and boosting team collaboration.\n\nAnd Creatio Service is a full-cycle AI-native service management platform that enhances customer experience through efficient case and request management, a unified agent desktop, omnichannel communications, collaborative tools, and flexible ITSM workflows.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c4878218-2df2-4665-83d7-ad771bdae78a.png","url":"https://www.softwareadvice.co.uk/software/5948/marketingcreatio-international","@type":"ListItem"},{"name":"Kashoo","position":8,"description":"Kashoo is a cloud-based accounting solution for small business owners who want the control and simplicity of doing their own books. It’s time-saving, fully customizable, and easy-to-use. It’s a great alternative to complicated accounting suites that are overkill for your size of business. \n\nRun your business the way you want to: from anywhere, at any time, and on any device. Create invoices in a snap, get paid securely online, reconcile your accounts, and track and view your financial data whenever you want. \n\nKashoo includes multiple users and role-based permissions, making it a collaborative platform for business owners and accounting professionals. Get access to all the critical financial data you need for your business and share access easily with your accountant.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c0bc8605-ebae-4686-b0f9-e68790d50f86.png","url":"https://www.softwareadvice.co.uk/software/33366/kashoo","@type":"ListItem"},{"name":"DataSnipper","position":9,"description":"DataSnipper is an Excel-native intelligent automation platform for audit and finance teams. In the agentic era, DataSnipper introduces Excel Agents: purpose-built AI agents that turn your intent into action, helping you complete audit and finance procedures faster, without leaving Excel.\n\nUse DataSnipper to match, extract, and compare information across spreadsheets and supporting documents, then create review-ready documentation with full traceability. Every value and AI-generated insight can be linked back to the source evidence, making results easy to validate and defend during review.\n\nCommon workflows include test of controls, substantive testing, reconciliations, and evidence validation, with AI that supports consistent workpapers and reduces manual copy-paste.\n\nTrusted by Deloitte, EY, KPMG, PwC, BDO, and 600,000+ professionals in 100+ countries. Easy to adopt, with support from our Customer Success team.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/8a318d54-b0ec-4b5b-8e4a-33c25bea86e1.png","url":"https://www.softwareadvice.co.uk/software/383026/datasnipper","@type":"ListItem"},{"name":"Rocketlane","position":10,"description":"Rocketlane is a next-gen PSA platform that unifies your projects, resources, and time into a single, powerful system. Run your entire service delivery engine effortlessly—keeping projects on track, optimizing resource utilization, and eliminating revenue leakage before it happens.\n\nPlus, our state-of-the-art client-facing experience keeps clients aligned every step of the way, delivering transparency and trust.\n\nRocketlane is the only PSA tool that seamlessly bridges the gap between operational efficiency and exceptional service delivery, empowering PS leaders to drive growth and profitability with confidence!","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b57c9a41-3317-49e4-acc2-4a2e294436c8.jpeg","url":"https://www.softwareadvice.co.uk/software/373891/rocketlane","@type":"ListItem"},{"name":"WinTeam","position":11,"description":"WinTeam is a cloud-based enterprise resource planning (ERP) solution, which helps janitorial and security service contractors manage the productivity of employees and handle financial operations. Features offered are attendance tracking, budgeting, bank reconciliation, real-time updates, benefits planning, and reporting.\n\nAccounting and financial management\nComprehensive financial data from accounts receivable/ accounts payable, general ledger, fixed assets and job costing gives you a full picture of your profitability down to the job level. Since financials are integrated with timekeeping, payroll and other operations data, processes are seamless, driving efficiencies across your organization. Optimize your payment collections with our integrated, secure online payment and credit card processing tool, WorkWave Payments, for reduced PCI risk and strengthened cash flow.\n\nWinTeam’s job costing capabilities set it apart from other solutions on the market. Using detailed analytics from shared data within the system, WinTeam provides clients with the ability to understand profitability by job site. WinTeam enables you to allocate labor costs, payroll taxes, workers compensation, general liability insurance, umbrella insurance, supplies, materials, fuel, vehicles and more by job. This helps our clients understand which contracts are profitable for them – and which one’s aren’t. \n\nOperations Management\nScheduling keeps your operations running at maximum efficiency. These modules do the heavy lifting involved in the operations management of service contracting companies. Work and personnel scheduling includes flexible tools and real-time information to manage your distributed workforce and contractual obligations proactively. And, with flexible self-scheduling features, your field-based workers can pick up work opportunities without bogging down your supervisors with additional scheduling tasks.\n\nQuality Assurance\nThere are great quality assurance solutions out there, but none of them are a standard part of a holistic financial, operations and workforce management system — except ours. Our Quality Assurance solution enables you to do four things: create flexible question-and-answer templates, collect responses, act on deficiencies and share results. With weband mobile-based components for your distributed workforce and your customers, your inspections and evaluations are simple to deploy and follow up on, making exceptional customer service a no-brainer.\n\nHR and Payroll\nOne system of record for all employee information. Endto-end insurance benefits management and enrollment capabilities. Industry-leading Affordable Care Act compliance tools. WinTeam’s Human Resources and Payroll solutions can take the headache out of tracking employee information, administering benefits and paying your people right the first time. One system for employee, timekeeping and payroll data means that your payroll processing time could be cut in half. You get continuously updated tax information to comply with state and federal tax requirements. Plus, you’ll save thousands of dollars in staff time and material costs by eliminating paper and postage all together when you use our web and mobile solutions, too.\n\nKey features: \nWork scheduling\nTime and attendance\nPersonnel scheduling\nReporting and analytics\nPayroll preparation\nPayroll processing\nJob costing and labor budgeting\nEmployee self service\nMobile app\nCommunication visibility\nHuman resources\nInventory, equipment and uniform management\nEmployee information\nBidding and estimates\nQuality assurance and inspections\nIntegrated payments\nCustomer self service\nInvoice and billing preparation\nAccounting and finance\nCustomer and job information\n\nWinTeam supports API integrations with multiple third-party applications such as ADP, Avalara, FileBound and more through an API infrastructure. \n\nWinTeam comes with mobile applications for iOS and Android. Pricing is available on request and support is provided via phone,","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/ff8e7449-e5c9-4abd-aee2-c9ba5573f2ce.png","url":"https://www.softwareadvice.co.uk/software/149143/winteam","@type":"ListItem"},{"name":"Upmetrics","position":12,"description":"Upmetrics is a cloud-based and AI-enabled business planning software that helps small businesses manage growth strategies. The tool helps entrepreneurs generate text and rewrite and adjust the tone of the content. It offers step-by-step guidance, several sample business plans and automated financials.\n\nUpmetrics enables businesses to forecast financials, prepare budget, manage financial decisions and collaborate with remote teams. It also lets users track projects and customize business plans.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/dc6383bb-a29b-4316-a6e5-1182d28b9bba.jpeg","url":"https://www.softwareadvice.co.uk/software/449851/Business-Plan-Software","@type":"ListItem"},{"name":"Lucanet","position":13,"description":"We were born from frustration. In companies large and small, we saw brilliant finance professionals buried in spreadsheets, struggling to make sense of complex data and meet tight deadlines. We knew there had to be a better way.  \n\nThat's why we created Lucanet. We're not just building software. We're building confidence, driving growth, and empowering the office of the CFO to lead with ease.   \n\nOur CFO Solution Platform takes the complexity out of consolidation, planning and reporting, giving finance teams back their most valuable asset: time. Time to analyze, strategize, and become true partners in driving organizational success. With Lucanet, finance teams themselves transform – from data entry clerks to trusted advisors with the power to make impactful decisions.  \n\nSimplicity drives Lucanet. We create intelligent software that's user-friendly, standardized and ready to go – right out-of-the-box. Our SaaS-based platform empowers finance professionals to break free from complexity with the tools they need to deliver compliance-ready data, automate tedious tasks, and unlock valuable insights. Liberated from the mundane, finance professionals finally have the time and insights they need to make a real difference for their organizations.  \n\nToday, over 5,000 companies across the globe trust Lucanet. We've grown to a small passionate group to a large passionate team of more than 800 individuals, all dedicated to the success of the CFO office. Together with our worldwide network of partners, we provide the local knowledge, implementation expertise, and ongoing support that our customers deserve.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/a1f21a50-7818-432e-983f-803600e03d12.png","url":"https://www.softwareadvice.co.uk/software/141232/Lucanet","@type":"ListItem"},{"name":"Sage X3","position":14,"description":"Sage X3 is a powerful ERP software solution designed for midsized national and global manufacturers, distributors, and after-sales providers and can establish a foundation for your digital transformation. Sage X3 comes with industry-leading functionality for the chemical, distribution, equipment, food and beverage, and industrial manufacturing industries.\n\nSage X3 uses the latest technologies to provide an exceptional user experience and powerful analytics in a multi-company, multi-country, and multi-site ERP solution platform. Over 7,000 enterprises around the world use Sage X3 to economically and efficiently connect their people, customer data, supplier data, business processes, and devices in ways specific to their roles and tasks.\n\nSage X3 can help organizations quickly move into the digital age, respond faster to change, reduce excess inventory, and cut costs. Sage X3 is web-based, browser agnostic, and responsive on mobile devices. At the same time, it is also available to be deployed on-premises and as a service in the AWS cloud managed by Sage or a partner-provisioned cloud. \n Implementation accelerators also allow for a lower total cost of ownership and shorter time to value.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b4b4219-8bc2-467b-a931-76f88e96fc1f.jpeg","url":"https://www.softwareadvice.co.uk/software/191263/sage-x3","@type":"ListItem"},{"name":"FloQast","position":15,"description":"FloQast, an Accounting Automation Platform created by accountants for accountants, enables organizations to automate a variety of accounting operations. Trusted by more than 2,800 global accounting teams – including Twilio, Los Angeles Lakers, Zoom, and Snowflake – FloQast enhances the way accounting teams work, enabling customers to automate close management, account reconciliations, accounting operations, and compliance activities. With FloQast, teams can utilize the latest advancements in AI technology to manage aspects of the close, reduce their compliance burden, stay audit-ready, and improve accuracy, visibility, and collaboration overall. FloQast is consistently rated #1 across all user review sites. Learn more at FloQast.com.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/59059025-227d-4a19-871c-42844e19ac78.png","url":"https://www.softwareadvice.co.uk/software/162466/floqast","@type":"ListItem"},{"name":"CCH Tagetik","position":16,"description":"CCH Tagetik is a unified BI and accounting software that helps to optimize financial and operational planning. The solution also shortens the consolidation and closing process and allows users to analyze results, model, as well as compare the financial impact of different business scenarios.\n\n\nCCH Tagetik offers additional features which include adjusting strategic plans, updating rolling forecasts and producing formatted and auditable financial statements as well as management reports. The solution allows users to collaborate on business reviews and automates disclosure and board reporting.\n\n\nCCH Tagetik is deployable on the cloud, on-premises or in a hybrid approach, with the flexibility to transition from one to the other. CCH Tagetik has integrations with various platforms including the full Microsoft Office and BI suite, Qlik and SAP HANA.\n\n\nCompanies use the software across all industry segments, including banking & financial services, manufacturing, insurance, software/technology firms, CPG, telecommunications, construction, and healthcare, and is most applicable to large enterprises.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3395336c-4434-4787-a7cb-590e8133eec1.png","url":"https://www.softwareadvice.co.uk/software/424065/tagetik","@type":"ListItem"},{"name":"Productive","position":17,"description":"Productive is an all encompassing agency management platform. It is an ideal fit for software development, marketing and design agencies or consultancies that are looking for a \"single source of truth\" tool.\n\n\nIt includes sales pipeline management, resource planning / scheduling, time tracking, project management, budgeting, invoicing and profitability reporting. It also comes with a free client portal.\n\n\nOne of Productive's biggest benefits is its strong reporting that is focused on profitability. It tracks not only rates and revenues, but also employee salaries and company overheads, providing users with a clear understanding of their agency's financial health. Its forecasting features also enable users to predict future budget spend and profit margins.\n\n\nProductive integrates with your Xero or QuickBooks Online account, with many more applications being supported with its Zapier link. It is a fast and user friendly, cloud based tool with a very active development roadmap that is constantly improved and upgraded with new features.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5b57f6c4-bad5-410c-b003-5753e8b8266b.png","url":"https://www.softwareadvice.co.uk/software/176476/productive","@type":"ListItem"},{"name":"M1 ERP","position":18,"description":"M1 ERP is a subscription-based enterprise resource planning (ERP) system, available on-premise or via the cloud, that automates financials, inventory, production, sales/quoting and production planning. The solution is suitable for small to midsize businesses in industries including chemical, food and beverage, health and beauty, job shops, aerospace, defense, pharmaceuticals, life sciences, electronics, industrial, machine shops, medical devices, plastic and rubber, and renewable energy.  \n\nThe software provides a centralized solution to help businesses that manufacture via repetitive, make-to-stock, make-to-order and engineer-to-order processes, automate tasks and improve operational efficiency across the entire business. It integrates production planning, inventory control, job management, quality assurance, and financial management into a centralized interface. This allows manufacturers to manage the entire operation using one comprehensive solution. M1’s product configurator provides a multi-level, automated configuration that builds product configurations from a BOM, including all sub-assemblies. Users can also add additional rules and formulas after the wizard is complete. The system also offers features for inventory barcoding, shop floor control and customizable reporting through integration with Crystal Reports.\n\nOther key features include free \"view only\" licenses for users who only need to view and edit reports, \"Smart Screen Technology\" that automatically changes screens based on users’ input and an M1 Design Studio that allows users to customize the system without accessing the source code or requiring extensive programming knowledge. M1 ERP is also compliant with ITAR, and has an ITAR-compliant cloud platform for manufacturers who need to maintain regulatory compliance. The software also offers capabilities for batch production, lot tracking, inventory management, warehouse management system (WMS), document generation, machine intelligence, supply chain planning, MRP, accounting, financial reporting, customer relationship management (CRM), and regulatory reporting\n\nThe software enhances supply chain management by offering real-time visibility into inventory, production, and procurement. This optimizes order fulfillment, reduces lead times, and improves coordination with suppliers. M1 also provides advanced accounting functionality to help manufacturers manage cost of goods sold. It allows users to track material costs, labor expenses, and overheads, ensuring accurate cost calculations and aiding in pricing strategies and financial management. Additionally, M1 includes project management tools for task scheduling, resource allocation, progress tracking, and cost analysis. These features elevate a manufacturer's ability to manage projects effectively, ensuring timely completion and accurate project costing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/5a612d80-cf89-460d-a059-6252e40935ed.jpeg","url":"https://www.softwareadvice.co.uk/software/389898/m1-erp","@type":"ListItem"},{"name":"IDU-Concept","position":19,"description":"IDU-Concept is a budgeting, forecasting, and reporting system for midsize to large businesses in a wide variety of industries. In addition to these functions, the system also helps companies track spend, manage their assets and equipment, and more.\n\n\nIDU-Concept can be deployed in the cloud and paid as a monthly subscription, or purchased outright and installed on a local server, based on the preference and needs of each business. The Financial Reporting module aims to enhance visibility and provide full access to constantly updated, accurate data. The Revenue Reporting module allows users to comment on and analyze revenue data in real-time. It also helps calculate anticipated outcomes, predict risk, and report on past numbers.\n\n\nAlerts are automated and customizable, notifying users whenever new information is uploaded into the database, or a particular data set needs attention.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/56054958-3a0f-4b30-aa25-c3f6cd2ce361.png","url":"https://www.softwareadvice.co.uk/software/21834/idu-concept","@type":"ListItem"},{"name":"Multiview ERP","position":20,"description":"Multiview Financials is the flagship ERP system developed, sold, implemented, and supported by Multiview Financial Software. Multiview is designed for organizations ranging in size from rapidly growing small businesses to large enterprises across North America.\n\n\nMultiview’s ERP is a suite of financial applications, driven by standard Core Accounting functions. This includes General Ledger, Accounts Payable, Accounts Receivable, Financial Reporting and Budgeting and Forecasting. Multiview also accommodates more business-specific functions, such as Purchase Order, Inventory Management, Workflow, Fixed Asset Accounting, among other financial applications. Additionally, the system has an open-API to interface with outside systems and conform to existing business operations.\n\n\nMultiview has a one-time implementation fee and per-named user licensing cost. Costs are all-inclusive with Multiview, which includes unlimited and non-tiered software and technical support with licensing, for example.\n\n\nMultiview is also offered as either a cloud-based on on-premise based solution, dependent on organizational needs.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/0b9a7adf-19f0-4a29-adba-bb3630b70ef9.png","url":"https://www.softwareadvice.co.uk/software/1993/multiview-enterprise","@type":"ListItem"},{"name":"SAP Business ByDesign","position":21,"description":"SAP Business ByDesign is a cloud-based enterprise resource planning (ERP) solution. It unifies core business functions such as finance, sales, product management, and purchasing. The system is designed for midsize businesses that are growing quickly. It enables business in different countries to streamline their operations and compete more effectively.\n\nThe solution offers pre-built processes and best practices for different business scenarios. This allows organizations to adapt to new opportunities and scale their operations. SAP Business ByDesign provides real-time analytics and business intelligence. This empowers users to make data-driven decisions that improve profits and efficiency. The system is supported by a global network of 9 SAP data centers. These deliver a secure operating environment and protect data privacy.\n\nThe comprehensive capabilities and built-in intelligence of SAP Business ByDesign make it an ideal choice for fast-growing midmarket companies. The solution helps these organizations digitalize their operations and achieve greater agility by connecting every business function on a single unified platform.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/062533aa-7d92-4d0d-af69-2fd8c0ee79cd.png","url":"https://www.softwareadvice.co.uk/software/266587/sap-business-bydesign","@type":"ListItem"},{"name":"Plaid","position":22,"description":"Plaid is a cloud-based financial solution that helps users establish a connection between applications and bank accounts to access banking data. It allows to authenticate accounts, check balances, verify identity, validate income, verify assets and more.\n\nDesigned to facilitate both lenders and borrowers, Plaid offers secure access to the bank information. It offers a host of features including transaction history, Automated Clearing House (ACH) authentication, real-time account balance, assets verification, employer verification and more. Additionally, it allows verifying email, mailing address, phone number and generating reports in JavaScript Object Notation (JSON) and Portable Document Format (PDF).\n\nProviding information on geolocation, merchant, and categories, Plaid directly integrates with any digital loan application to provide real-time updates. Pricing of the offering is based on the number of instances and per month basis. Support is extended via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/c91a81bc-9c50-44e0-a9e0-fdddb2c5b27b.png","url":"https://www.softwareadvice.co.uk/software/179020/plaid-for-lending","@type":"ListItem"},{"name":"LiveFlow","position":23,"description":"Google Sheets Add-On is a tool to help you bring your financial data into your Google Sheet.\n\nImagine completing your month-end reporting, and you need to bring all of the data in from last month.\n\n× Currently, one might: Manually download cumbersome CSV files with raw and unorganized financial data and manually upload them to your spreadsheet.\n\n? With LiveFlow Google Sheets Add-on, one can: Plug Financial data from QuickBooks directly into your Google Sheet.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/60884292-c9cf-4022-8abf-d485703d5ead.jpeg","url":"https://www.softwareadvice.co.uk/software/326324/liveflow","@type":"ListItem"},{"name":"Gaviti","position":24,"description":"Gaviti is an AI-powered invoice-to-cash automation platform designed to help B2B companies accelerate collections, improve cash flow visibility, and reduce manual accounts receivable effort. It unifies collections management, cash application, credit risk analysis, and dispute resolution—giving finance teams a single, intuitive system to manage the entire A/R lifecycle.\n\nGaviti is the only provider offering a B2B payment portal with zero-fee ACH and seamless customer communication included in every subscription, enabling quicker customer payments without extra platform or processing fees. This unique capability eliminates friction, reduces costs, and significantly increases on-time payment rates.\n\nThe platform’s AI-driven cash application engine automatically matches payments to invoices, reducing unapplied cash and shrinking reconciliation times. Collections automation tools manage reminders, escalations, and personalized outreach workflows so teams stay focused on high-value tasks instead of repetitive follow-ups.\n\nCredit management tools help evaluate customer risk and set smart credit policies. Disputes and deductions are centrally organized, tracked, and resolved with full visibility—eliminating scattered emails and lost information. A customer payment portal provides transparency and an easy experience for clients to access invoices, pay online, and communicate directly with your team.\n\nReal-time dashboards and analytics give leaders data to forecast cash flow, track aging, monitor risks, and optimize collector performance. Gaviti integrates seamlessly with ERPs and accounting systems and supports multi-currency and global operations, making it ideal for mid-market and enterprise companies scaling their A/R operations.\n\nFor businesses struggling with late payments, manual tasks, and unpredictable cash flow, Gaviti delivers a comprehensive, modern solution that helps teams get paid faster with less effort.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3baa735f-6bfa-428d-8598-ff87485204a4.png","url":"https://www.softwareadvice.co.uk/software/435124/gaviti","@type":"ListItem"},{"name":"Workday Financial Management","position":25,"description":"Workday Financial Management is a single cloud-based solution that assists global businesses of all sizes in a variety of industry verticals with financial planning, accounting, and transactions. Workday delivers user and administrative tools across financials, HR, planning, talent, payroll, analytics, student, and more from a single system.\n\n\nWorkday’s Financial Management solutions include accounting and finance, revenue management, reporting and analytics, consolidating and closing, revenue management, accounting center, financial planning, expenses, procurement, and project accounting. Audit tools, inventory management, and grants management are also included. The Prism Analytics module allows users to upload data from other software solutions to create consolidated reports.\n\n\nPricing is based on monthly subscriptions and support is offered via email and through an online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bcd34eaf-780c-4168-a2ee-f4adb1d48144.png","url":"https://www.softwareadvice.co.uk/software/52993/workday-financial-management","@type":"ListItem"}],"@id":"https://www.softwareadvice.co.uk/directory/3401/financial-management-system/software?page=2#itemlist","numberOfItems":25}
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