Best Finance Software for Microsoft Dynamics 365
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Compare the Top Finance Software that integrates with Microsoft Dynamics 365 as of April 2026
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This a list of Finance software that integrates with Microsoft Dynamics 365. Use the filters on the left to add additional filters for products that have integrations with Microsoft Dynamics 365. View the products that work with Microsoft Dynamics 365 in the table below.
What is Finance Software for Microsoft Dynamics 365?
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 Microsoft Dynamics 365 currently available using the table below. This list is updated regularly.
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1
PairSoft
PairSoft
PairSoft is a leading Finance SaaS platform that streamlines procure-to-pay, invoice automation, and accounts payable processes for mid-market to enterprise organizations. Designed for seamless ERP integration with NetSuite, Dynamics, and Sage Intacct, PairSoft eliminates manual workflows, boosts accuracy, and delivers real-time visibility into financial operations. Its AI-powered tools support eInvoicing compliance, procurement automation, expense tracking, and approval workflows—accelerating close cycles, improving controls, and enabling audit readiness. With secure cloud infrastructure and multi-entity support, PairSoft is ideal for global finance teams seeking scalable, efficient, and compliant financial automation. -
2
onPhase
onPhase
Alleviate the burden of repetitive tasks and length invoice approvals with accounting automation that allows you to capture, approve, and pay all while seamlessly integrating with your ERP. -
3
SoftCo AP Automation
SoftCo
AI-Native AP Automation Tailored to Perfection. SoftCo Accounts Payable Automation processes all PO and non-PO supplier invoices electronically from AI Capture and AI Match to invoice approval and query management. SoftCoAP embeds continuously learning AI through SoftCoAI+ and a built-in AI Assistant to minimize manual intervention and deliver up to 89% processing savings. AI Coding analyzes learned invoice patterns to automatically assign accurate general ledger codes in seconds, reducing reliance on AP teams. AI Routing progresses invoices to the correct approver based on confidence thresholds and controls, cutting routing time by up to 90% and accelerating approvals across the organization. SoftCo is a global SaaS provider with offices in the USA, Ireland, the UK and the Nordics. The company is SOC 1 and SOC 2 compliant, ISO 27001 and SÄHKE2 certified, integrates with over 200 ERP systems and supports complex finance environments with secure, scalable AI-native automation. -
4
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.Starting Price: $20/month -
5
FISPAN
FISPAN
FISPAN partners with your bank to deliver embedded, automated ERP banking solutions for accounts payable, accounts receivable, bank feeds, and cash management. Eliminate error-prone manual processes and embrace secure, seamless ERP-to-bank connectivity. Integrate your banking directly into leading ERP and accounting platforms, including NetSuite, Sage Intacct, Microsoft Dynamics 365 Business Central, Workday, QuickBooks, and Xero. Streamline AP workflows, initiate vendor payments, manage expense reimbursements, automate cash application, and send detailed remittance advice emails, all without leaving your system of record. Access near real-time account balances and transactions across entities, initiate book transfers, and automate reconciliation with secure API connections. No file uploads. No bank statement formatting. Just reliable, scalable embedded ERP banking powered by FISPAN. -
6
Kantata
Kantata
Kantata helps professional services organizations of 50 to 5,000+ employees ensure consistent excellence and profitability across every project. By connecting scoping, resourcing, and forecasting in one platform, you can always deliver amazing. Most PS organizations struggle with unpredictable projects that erode margins, strain resources, and weaken client trust. Kantata PSA puts an end to unpredictable projects by enabling you to: • Instantly assemble the ideal team based on skills, availability, and scope • Easily amplify institutional knowledge by turning past experience into real-time intelligence • Confidently forecast every outcome with an accurate view of everything from revenue and margins to capacity and sentiment -
7
RunMyJobs by Redwood
RunMyJobs by Redwood
RunMyJobs by Redwood is the #1 and only enterprise workload automation solution that's SAP Endorsed, achieving premium certification and the highest SAP verification for outstanding customer value. With a guaranteed 99.95% uptime and 24/7 support, you can automate end-to-end processes in complex environments reliably, on-prem or in the cloud. SAP customers can keep a clean core and ensures no process disruptions during multiphase RISE migrations with seamless integration with S/4HANA, BTP, ECC and 1,000+ pre-built SAP templates and connectors. Enjoy unparalleled freedom to connect to unlimited servers, applications, and environments, from modern SaaS solutions to legacy systems. Build automations faster with a low-code, drag-and-drop visual editor and an extensive library of templates. Monitor every process from a single pane of glass with real-time visibility. Receive early warnings and configure alerts of potential issues to address them before they impact operations. -
8
Zil Money
Zil Money
Zil Money offers the Payroll by Credit Card feature to pay your employees on time and earn cash back rewards. Also write-off payroll funding by credit card fees as a business expense. This is a great solution to improve cash flow and keep your employees happy. The platform provides payment methods like ACH, wire, eChecks, printable checks, international payments, virtual cards, and more for flexible fund transfer. You can also customize and print checks instantly on blank stock papers using a regular printer at your office or home. Zil Money is a financial technology company, not a bank. Zil Money offers banking services through partnership with FDIC member banks Texas National Bank. Customers are not directly insured by the FDIC - but through the pass-through coverage of our partner banks and is conditional on proper titling, record-keeping, and custodial arrangements.Starting Price: $0 -
9
Square 9
Square 9
Square 9 removes the frustration of extracting data from documents, forms, and all external sources, so you can harness the full power of your information. Release your team from repetitive tasks while your work flows freely in areas like Accounts Payable, Order Processing, Customer and Vendor Onboarding and Contracts Management.Starting Price: $50/month/user -
10
EBizCharge
EBizCharge
EBizCharge is the leading embedded payments application for businesses to accept payments directly inside QuickBooks, Microsoft Dynamics, NetSuite, SAP, Acumatica, and 100+ other business systems. Trusted by 20,000 companies and voted best fintech solution by the Globee® Awards, EBizCharge combines modern billing tools with integrated payment processing to help B2B companies get invoices paid faster, eliminate manual work, and keep payment data automatically synced to their ERP. Companies use EBizCharge to: ◉ Accept credit card, debit card, and ACH payments natively in their ERP, CRM, or shopping cart ◉ Automate billing and reconciliation to save time and reduce errors ◉ Speed up collections with easy billing tools: payment links, online customer portal, recurring billing, saved cards, and more ◉ Reduce risk with enterprise-grade security certified by the PCI-Security Council: PCI-compliance, encryption, and tokenizationStarting Price: $25/month -
11
Gravity Software
Gravity Software, LLC
Multi-Entity Cloud Accounting Software for Growing Businesses Gravity Software® is a cloud-based accounting solution designed for companies that have outgrown QuickBooks but don’t need the cost or complexity of Sage Intacct or larger ERP systems. Built natively on the Microsoft Power Platform (Dynamics 365), Gravity delivers robust multi-entity financial management with seamless integration to Microsoft 365, Power BI, Teams + Copilot — no third-party add-ons required. 🎈 Multi-entity & multi-location accounting 🎈 Automated intercompany transactions 🎈 AP automation & multi-level approvals 🎈 Real-time consolidated reporting & dashboards 🎈 Advanced analytics with Microsoft Power BI 🎈 Easy navigation from accounting to sales & service Trusted by growing companies in real estate, family offices, professional services, healthcare, hospitality, and nonprofits, Gravity helps businesses simplify complex accounting, improve cash flow, and scale with confidence.Starting Price: $375/month/first user -
12
DATABASICS Time & Expense
DATABASICS
DATABASICS is driven to meet the most demanding Time and Expense management challenges for mid- to large-size enterprises with distributed workforces around the world. By combining two world-class tracking systems in one, we address two critical business processes with absolute ease in one solution. Our system provides the utmost flexibility in configuration and reporting by seamlessly integrating with almost any program or software you’re already using, so a perfect fit comes standard for every customer. Plus, you can be up and running in about a month with a solution that is fully customized to your organization’s needs. -
13
10Duke Enterprise
10Duke
10Duke Enterprise is a cloud-based, scalable and flexible software licensing solution enabling software vendors to easily configure, manage and monetize the licenses they provide to their customers in real-time. 10Duke enables you to gain a single point of license control for desktop, SaaS, and mobile apps, APIs, VMs and devices. It’s cloud-native, supports all license models, integrates with CRM & Ecommerce, has a built-in Customer Identity Management solution, and supports offline scenarios. 10Duke Enterprise is used by SMBs and Fortune 500 customers alike, and is SOC2 compliant. 10Duke Enterprise is used across a wide range of industries by the fastest-growing software vendors that offer desktop, SaaS and mobile apps, devices, APIs and VMs. It's specifically designed for fast-growing software businesses looking to scale up licensing & minimize friction. 10Duke Enterprise is used around the world by leading brands including Trimble, Causeway, Seequent, Maxon and SteinbergStarting Price: $199/month -
14
Tradogram
Tradogram
Tradogram is an all-in-one procurement management software. Used worldwide by businesses to track their spending and manage their entire purchasing process. Trusted by procurement and finance teams for real-time visibility into data and streamlining workflows to provide insight into spending, users have reported 3X better efficiency and an average of 20% cost savings! What are you waiting for? Get your free account today and access tools like Supplier Management, Items Catalog, Approvals Workflow, Requisitions, RFQs, Purchase Orders, Delivery Tracking, Invoices Matching, Expense Reimbursement, Contract Repository, and many more... Seamlessly integrate Tradogram with your favorite accounting and ERP systems like Quickbooks, Xero, Netsuite, SAP, Microsoft Dynamics, Oracle, etc.Starting Price: $168/month -
15
Total Lean Management (TLM) Software
Lean & Mean Business Systems
Perfect for a small company, TLM has everything you need, and can accelerate the implementation with consulting, training, procedure templates, and document writing/coaching support, plus we have validation templates and a system setting mode so small medical device companies have special features to help manage technical files and 510K submittals. TLM QMS Software saves you money AND makes your QMS more effective by providing a dual technology landscape for the two distinct QMS user types. Core modules include: • Audits • Contact Manager (CRM) • CAPA • Customer Feedback • Document Management • Electronic Forms • Employees • Employee Feedback • Equipment Calibration • Evaluations • FMEA • Inspections • Inventory/parts • Library • Meetings/Reviews • Metrics • Projects • Purchase Orders • Quality Record Mgt • Rejected Materials • Risk & Opportunities • Sales Orders • Strategic Planning • Surveys • Tasks/Events • Training • Work OrdersStarting Price: $45/user/month -
16
PSOhub
PSOhub
The only all-in-one Project Management software that seamlessly integrates with your favorite CRM. Start increasing your productivity for only $8.50 per month. What PSOhub does for your organization: Manage all your projects easier through improved collaboration, easy scheduling, and budget management. Prioritize, delegate, and report on your projects. Track and manage team activities with task boards. Use templates and other smart contract functionality to manage your fixed fee or time-and-material contracts, and send detailed quotes that convert directly into a project. Manage your resources with ease. No more guessing. Log more time with self-driving time tracking and simple manual time logs in your PSOhub calendar, timesheet grid, browser extension or mobile app. Send personalized invoices, both automatic or manual and spend less time on approving, sending and tracking your invoices.Starting Price: $12.50 per user per month -
17
Zebrafi
Zebrafi
Give your sales team and prospects the benefit of a guided selling journey. Each Zebra module is part of an overall strategy to guide your team to the prospects and customers where your solution delivers the most value. Zebra Scoring is a unique way to qualify opportunities upfront and throughout the sales cycle. Are requests for resources such as solution and demonstration experts, access to R&D, sales and executive management based on a measurable prioritization process? Do your VoC's organize and quantify all the ways your solution creates value? Guided selling helps every rep understand and talk to strategic deals as if they had closed them. How often are you using a business case? Does it include total cost of ownership and ROI based on your VOC's? Build a collaborative business case directly with prospects in Zebra. Sellers and buyers are guided through the production of a mutually agreed upon business case.Starting Price: $2500/month -
18
incentX
incentX
incentX is the go-to sales commission software for businesses that prioritize efficiency and clarity. It's designed to make complex tasks feel simple. Everyone works in harmony by aligning your sales team's targets with company goals. Forget manual calculations; incentX handles them in moments. With smooth integrations like SAP and Oracle NetSuite, your data flow remains uninterrupted. Our analytics don't just provide numbers; they offer actionable insights that inform your strategies. Streamlined operations mean fewer mistakes and a unified approach across all departments. And when it comes to customer interactions, incentX ensures they're meaningful, fostering stronger relationships. Choose incentX and experience a smarter way to manage incentives.Starting Price: $65 per user per month -
19
Lease102
Lease102
Lease102 is a lease accounting software designed for compliance with FRS 102 Section 20. It automates the accounting process using AI-powered data extraction, calculations, journal entries, and disclosure reports. Built for UK and Ireland businesses, this system utilizes native FRS 102 logic rather than adapting IFRS 16 standards. The platform extracts key data from lease documents using AI technology, reducing manual input errors. Its calculation engine utilizes Bank of England SONIA and ECB €STR rates to determine appropriate discount rates. The system maintains a comprehensive seven-year audit trail that documents all lease modifications and calculations. Additional features include team collaboration tools, lease modification handling, expiration alerts, multi-currency support, and ERP integration options. Lease102 provides enterprise-grade security with AES-256 encryption, TLS 1.3 protocols, and data storage in UK/EU jurisdictions, ensuring GDPR compliance and data protection.Starting Price: from £20 per month -
20
BluLogix
BluLogix
BluLogix is a leading provider of extensible cloud-based monetization solutions, empowering B2B businesses to optimize their subscription, recurring revenue and usage-based billing processes. The BluLogix platform delivers flexible, scalable, and feature-rich solutions across industries, helping increase revenue, profitability, innovation and customer satisfaction. BluLogix provides end-to-end automation and seamless integration across the revenue process, tailored for businesses with complex billing needs. It is built to adapt rapidly to evolving business requirements, ensuring customers can capitalize on the subscription economy with efficiency, accuracy, and speed. Recognized by industry analysts as a leader in recurring revenue, BluLogix specializes in complex and consumption-based billing solutions, and is a trusted partner for businesses seeking to optimize their quote to cash processes, drive revenue growth, increase profitability and enhance customer satisfaction.Starting Price: $500.00/month -
21
Datarails
Datarails
Datarails is an AI-powered financial planning and analysis (FP&A) platform designed for Excel users who want to keep their existing models while automating tedious tasks. With FinanceOS, finance teams can consolidate data from multiple sources, generate automated reports, and streamline month-end close without leaving the familiar Excel environment. The platform integrates with leading accounting software, ERPs, and CRMs to centralize all financial data in one place. Built-in visualization tools make it easy to present KPIs, drill into real-time data, and answer stakeholder questions instantly. Datarails’ FP&A Genius uses conversational AI to deliver quick, accurate insights from fully consolidated data. By reducing manual work, the platform frees finance teams to focus on strategic analysis and business growth. -
22
Yooz
Yooz
Yooz provides the smartest, most powerful, and easiest-to-use cloud-based E-invoicing and Purchase-to-Pay automation solution. It delivers unmatched savings, speed, and security with affordable zero-risk subscriptions to more than 5,000 customers and 300,000 users worldwide. Yooz’s unique solution leverages Artificial Intelligence and RPA technologies to deliver an amazing level of automation with extreme simplicity, traceability, and end-to-end customizable features. It integrates E-invoicing and AP Automation into information systems or ERPs with more than 250 native connectors, exceeding any other solution on the market. Yooz is an award-winning, SaaS innovator that is the perfect fit for organizations across all sectors. It has been recognized as a Great Place to Work®, AP Automation Software Top Performer by Featured Customers, Top 100 Fastest Growing Products by G2, Top AP Solution Provider by CFO Tech Outlook, AP/Invoicing Product of the Year Winner by Document Manager. -
23
ConnectWise CPQ
ConnectWise
ConnectWise CPQ, formerly ConnectWise Sell, is a professional quote and proposal automation software for IT solution providers. ConnectWise CPQ offers a wide range of tools that enables IT solution providers to save time, quote more, and win big. Top features include professional quote or proposal templates, product catalog and sourcing, workflow automation, sales reporting, and integrations with best-in-breed solutions like Cisco, Dell, HP, and Salesforce. -
24
Microsoft Excel
Microsoft
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.Starting Price: $8.25 per user per month -
25
Precoro
Precoro
Precoro is a cloud-based solution for procurement centralization & automation. It unifies your procurement operations, eliminates manual work, prevents maverick spend and drives savings — faster than you think. - Procurement: Build stronger relationships with suppliers, store contracts, and simplify requests for employees. - AP Automation: Save time at each stage of invoice processing with AP inbox, AI-powered OCR, approval workflow, 3-way matching, reporting, integrations, and budget control. - Spend Management: Seamlessly navigate budgets across locations and departments, manage expenses, and generate reports for insightful analysis. - Supplier Management: Automate vendor onboarding and approval to mitigate possible risks. - Connect Precoro with ERP systems and business tools like NetSuite, QuickBooks Online, Xero, and Sage, or build custom connections using a free API. Eliminate duplicate payments and manual document handling.Starting Price: $499/month -
26
TrueCommerce
TrueCommerce
TrueCommerce is the only electronic data interchange (EDI) provider that offers a true one-stop shopping solution for EDI compliance. Affordable, robust, and easy-to-use, TrueCommerce EDI Solution streamlines order processing, reduces manual data-entry errors, and increases employee productivity. The company's core software product, TrueCommerce EDI Transaction Manager, supports any trading partner using ANSI ASC X12 EDI standards and converts business documents (e.g. purchase orders and invoices) into an EDI-compliant format. -
27
Zoho Expense
Zoho
Zoho Expense is a simple and affordable software that makes expense reporting and monitoring seamless. Created by Zoho, a multinational business software company, Zoho Expense enables users to automate expense recording, streamline the approval process, control expenditures, and gain spend visibility and control. Key features include expense analytics, credit and debit card transaction imports, auto scan receipts, custom report fields, multi-currency support, among others.Starting Price: $4 per active user/month -
28
Facebook Messenger
Meta
Turn conversation into customer loyalty with Messenger. Messenger helps you simplify customer acquisition by providing a direct, conversational way for people to take action where they already spend their time. Building a presence on Messenger allows people to browse your products and services, and purchase them directly in the conversation. Building an experience on Messenger can help get your business, product or service in front of more people. Whether you’re launching a new product or driving awareness, conversation creates a meaningful connection with your business. Integrating Messenger into a customer service strategy allows customers to communicate with your business on their terms. No more waiting on hold or keeping website windows open. And the conversation stays in Messenger, an easily accessible spot for questions and re-engagement. -
29
BILL
BILL
BILL (NYSE: BILL) is a leading financial operations platform for small and midsize businesses (SMBs). As a champion of SMBs, we are automating the future of finance so businesses can thrive. Our integrated platform helps businesses to more efficiently control their payables, receivables and spend and expense management. Hundreds of thousands of businesses rely on BILL’s proprietary member network of millions to pay or get paid faster. Headquartered in San Jose, California, BILL is a trusted partner of leading U.S. financial institutions, accounting firms, and accounting software providers. For more information, visit bill.com.Starting Price: $45 per user per month -
30
Sales Analysis & Forecasting Tool
SAFIO Solutions
SAFIO Solutions is a cloud based, forecasting software solution for inventory optimization, delivering a comprehensive platform that provides vision, efficiency and analytics to make strategic decisions for improved operational performance. Utilizing a proprietary Sales Analysis & Forecasting Tool, SAFIO Solutions integrates a client’s vital data into a single, convenient and user-friendly interface, one that is intuitive to the information a planner needs to make impactful and efficient decisions, because it was developed by a planner. Get the reporting & analytics needed to focus on emerging trends, opportunities and liabilities where action can then be taken to achieve desired results. Gain the confidence to forecast simply, efficiently and accurately. Available to use on multiple devices wherever you are: at home, in the office or traveling.
