Best Finance Software for Bold BI

Compare the Top Finance Software that integrates with Bold BI as of May 2026

This a list of Finance software that integrates with Bold BI. Use the filters on the left to add additional filters for products that have integrations with Bold BI. View the products that work with Bold BI in the table below.

What is Finance Software for Bold BI?

Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more. Compare and read user reviews of the best Finance software for Bold BI currently available using the table below. This list is updated regularly.

  • 1
    FreshBooks

    FreshBooks

    FreshBooks

    Say goodbye to complex spreadsheets and confusing software. Get all your essential financial tools in one place with FreshBooks. It's an all-in-one accounting solution that effortlessly handles your billing, payments, and bookkeeping. Try it Free or save 70% on FreshBooks Now.
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    Starting Price: $6.30/month
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  • 2
    Xero

    Xero

    Xero

    Save 90% for 4 months on Xero's award-winning accounting and online bookkeeping platform for businesses of all sizes and stages of growth. Beautifully simple, Xero covers a wide range of features that help businesses manage their finances effortlessly, including invoicing, inventory, bank connections, payroll, reporting and more. Xero also offers users free online support 24/7. Xero offers a robust ecosystem of connected apps and integrations with banks and financial institutions, enabling small businesses to access a wide range of solutions within Xero's open platform to streamline operations and manage finances. Additionally, accounting and bookkeeping firms benefit from efficient compliance tools, advanced practice management software, and a cloud-based unified accounting ledger for all clients, centralized in one place.
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    Starting Price: $20/month
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  • 3
    QuickBooks Online
    QuickBooks Online is the most popular accounting software in the world. QuickBooks Online makes accounting easy. Make tracking receipts, income, bank transactions, and more feel simple with the #1 small business accounting software. Snap photos of your receipts and link them to expenses right from your phone. Our agents are ready and available to answer all your QuickBooks questions. Use the apps you know and love to keep your business running smoothly. QuickBooks Online works on your PC, Mac, tablets, and phones. Click the link above to get a 30 day free trial and 50% off your first 3 months. More than accounting software. QuickBooks helps you track income, expenses, and stay ready for taxes. Customers find on average $3,534 in tax savings per year. Need more help? QuickBooks Live helps you stay organized and be ready for tax time. QuickBooks comes with a mobile app that help you run your business on the go—anytime, anywhere.
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    Starting Price: $9/month (normally $15/month)
  • 4
    Microsoft Dynamics 365
    Accelerate your business growth with Dynamics 365, the next generation of CRM and ERP applications. Unify your data. Get predictive insights. Achieve amazing results. Make smarter decisions. Take actions that drive your business. Find and build stronger relationships. Improve productivity and performance. Get a single view of customers. Find and nurture the right leads. Create connected customer experiences. Stay on top of market trends. Deliver positive customer experiences—faster. Optimize resources and help technicians be more efficient. Reduce operational costs. Redefine your traditional global financial management. Automate processes to increase efficiency. Decrease operational expenses and financial complexities. Move from reactive to predictive operations. Automate and simplify your manufacturing and supply chain management. Maximize the life of your assets. Unify your physical and digital commerce. Build brand loyalty through personal engagement. Exceed customer expectations.
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    Starting Price: $190 per user per month
  • 5
    Microsoft Excel
    Microsoft Excel is the industry-standard spreadsheet application that helps users organize, analyze, and visualize data with precision and power. Whether you’re managing budgets, tracking performance, or analyzing complex datasets, Excel simplifies every task with intuitive tools and intelligent automation. With Copilot, you can now ask Excel to write formulas, summarize data, or create visualizations—all powered by AI. From basic spreadsheets to advanced financial modeling, Excel adapts to your skill level and workflow. Its cloud collaboration through Microsoft 365 lets multiple users edit, share, and comment in real time from any device. With flexible templates, built-in charts, and cross-platform integration, Excel turns numbers into insights you can act on.
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    Starting Price: $8.25 per user per month
  • 6
    Harvest

    Harvest

    Harvest

    Harvest makes it easy to track time, gain insights from past projects, and get paid for your work. Native apps and integrations with popular tools like Asana and Slack allow Harvest to fit into your team's workflow. A wide selection of visual reports keep projects running smoothly and your team supported. By tracking time and expenses in Harvest, you capture critical project data that allows you to learn from the past, keep current projects on track, and better estimate future projects. - Review past data to improve how you scope and price work - Understand which projects are profitable — and why - Know when to take on new business (or grow your team) Turn your team's tracked time and expenses into invoices and collect payments quickly with integrated online payments. Get started today to help your team spend time wisely with Harvest.
    Starting Price: $11 USD/person/month annually
  • 7
    Stripe

    Stripe

    Stripe

    The new standard in online payments. Stripe is the best software platform for running an internet business. We handle billions of dollars every year for forward-thinking businesses around the world. Stripe builds the most powerful and flexible tools for internet commerce. Whether you’re creating a subscription service, an on-demand marketplace, an e-commerce store, or a crowdfunding platform, Stripe’s meticulously designed APIs and unmatched functionality help you create the best possible product for your users. Millions of the world’s most innovative technology companies are scaling faster and more efficiently by building their businesses on Stripe. We believe that payments is a problem rooted in code, not finance. We obsessively seek out elegant, composable abstractions that enable robust, scalable, flexible integrations. Because we eliminate needless complexity and extraneous details, you can get up and running with Stripe in just a couple of minutes.
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    Starting Price: 2.9% + 30¢ per charge
  • 8
    Zoho Invoice
    Zoho Invoice is a 100% free cloud-based invoicing solution designed to help small businesses with invoicing, tracking expenses, and accepting online payments. Key features include project billing, time tracking, reporting, customizable templates, and a client portaI. Teams using Zoho Invoice can track estimates, convert them to invoices, and send reminders to clients to complete their outstanding payments. Additionally, users can create tasks, collect advance payments for projects, and keep track of their invoice history.
    Starting Price: $0
  • 9
    Chargebee

    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. Deflect cancellations at scale straight from Chargebee with a best-of-breed solution, Chargebee Retention, that provides personalized experiences that get results. Run experiments based on customer and subscription attributes taken straight from Chargebee to ensure you provide a personalized and relevant cancel experience.
    Starting Price: $299/month
  • 10
    Maxio

    Maxio

    Maxio

    Maxio empowers growing B2B SaaS leaders to monetize their business and uncover critical financial insights in an unpredictable market. Natural growth isn’t a straight shot; it ebbs and flows along with the market. Wherever you are on your growth journey, Maxio gives you the tools to navigate your business through every inflection point. You need a system that can support your monetization model (no matter how simple or complex) without sacrificing the agility required to meet changing market demands. With Maxio, you’re always striking the right balance. Don’t let your systems hinder your ability to go to market. Maxio sits at the heart of your tech stack, automating the manual tasks that exist between your CRM, GL, and reporting tools. To navigate through an ever-changing market, you need insights today—not two weeks from now. Maxio gives you the ability to answer your toughest business questions quickly and accurately.
  • 11
    Recurly

    Recurly

    Recurly

    Thousands of innovative companies across media and entertainment, consumer goods, software, education, health and wellness, and travel and hostpiatlity industries rely on Recurly for faster, more profitable growth. The partnership and platform of Recurly removes the complexities of automating subscription management and recurring billing at scale, enabling teams to manage and optimize their subscriber lifecycles with ease. Category-defining companies including Sling, Twitch, Bark, FabFitFun, Paramount, Lucid, and Sprout Social have chosen Recurly to manage billions of dollars in recurring revenues, future-proof their recurring billing and revenue management, and recover billions of dollars in lost revenue due to churn. Founded in 2009, Recurly is based in San Francisco, with offices in Boulder and London. Recurly | Keep a good thing growingⓇ
    Starting Price: $0.00/month
  • 12
    ChartMogul

    ChartMogul

    ChartMogul

    The best teams in B2B SaaS use ChartMogul Subscription Analytics and CRM to measure, understand, and grow their recurring revenue. - Automated reporting of key subscription metrics with market benchmarks. - Analyze your data and find how to grow recurring revenue faster. - Full suite of data cleaning, auditing, and editing tools. - Manage sales opportunities, create tasks, and contact customers. Unique to ChartMogul is your ability to easily drill down into all parts of your subscription and customer in one platform; from individual customer events, to the underlying datasets on which everything sits. ChartMogul plays nicely with your tech and data stack with a range of APIs and integrations including Stripe, Chargebee, HubSpot, Intercom, Segment, Slack, Snowflake, Amazon S3 and plenty more.
    Starting Price: $99.00/month
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