Financial Management Tools

Keep on top of your finances with these financial management tools for small businesses and startups.

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Intuit QuickBooks Online

Despite being more expensive than its competitors, Quickbooks Online is still the standard accounting software for small businesses for good reasons.

Zoho Books

A well-balanced accounting product, particularly when integrated with the rest of the Zoho Suite.

FreshBooks

Service-based businesses will find FreshBooks a user-friendly and affordable option.

ZipBooks

The simple user interface and affordable price of this product make it a great fit for freelancers and small businesses with relatively straightforward accounting needs.

Bench Accounting

For those with simple bookkeeping needs, Bench offers a time-saving alternative to traditional accounting software. Just make sure it fits your needs.

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PlanGuru

PlanGuru is great for small businesses and nonprofits looking for a budget-friendly way to handle their financial planning and analysis.

Forecastr

Forecastr is a powerful tool for growing startups that want to use financial modeling to impress investors.

Futrli

Futrli is a good option for small accounting practices, financial advisors, and SMBs that are just looking for basic tools for financial planning.

Prophix

Prophix is great for medium to large businesses that require sophisticated financial management tools.

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Striven

Striven is best for mid-size or growth-stage businesses requiring operational support that is unique to their industry.

Odoo

Odoo is a great option for teams that are willing to invest time and money into creating a custom and scalable solution for their business.

Dynamics 365 by Microsoft

If you’re considering Dynamics 365 because you’re already using other Microsoft products like Office 365 or Azure, it could be a smart move from a usability and integrations perspective, but be wary of vendor lock-in.

SAP B1

A reasonable ERP option that focuses on flexibility and scale built specifically for the SMB.

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Financial Management Tools

Financial management tools serve as the backbone for businesses aiming to optimize their financial operations, including solutions like ERP (Enterprise Resource Planning) systems that integrate financial processes with other business functions, and dedicated accounting software focusing on core financial tasks like ledger maintenance, invoicing, and compliance. Or, maybe you need a financial modeling software with advanced tools for forecasting, budgeting, and strategic financial planning. 

This category of software empowers businesses of all sizes to streamline financial workflows, enhance accuracy, and make data-driven decisions critical for growth and sustainability. Learn more about which products are right for your business.

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