Best Finance Software in the USA - Page 63
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Compare the Top Finance Software in the USA as of May 2026 - Page 63
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1
Fundra
Fundra
Fundra is a comprehensive platform designed for modern venture fund managers to automate FundOps™ and gain deep insights into their portfolios. It provides a single source of truth for managing portfolios, funds, and LP and founder reporting, all within one unified system. The platform offers real-time portfolio monitoring, fund management, and AI-powered LP reporting that saves time and reduces errors. With powerful analytics tools, users can perform ad-hoc analyses without relying on spreadsheets. Fundra also includes smart document storage linked to data sources and enhanced by AI search capabilities. Built for collaboration, Fundra helps teams stay aligned and scale fund operations efficiently.Starting Price: $500/month -
2
Levvy
Levvy
Levvy is a next‑generation practice and work management platform tailored for accounting, professional services, and business teams. It centralizes workflows, task tracking, client management, document storage, time tracking, invoicing and billing, capacity management, and team collaboration, all within one intuitive interface. Levvy offers customizable workflow automation through expert‑designed or custom templates, helping firms eliminate manual follow‑ups, streamline approvals, and ensure every client interaction stays on schedule. Integration with tools like Gmail, Outlook, QuickBooks, Slack, Xero, and Zapier ensures seamless data flow across systems. Real‑time reporting and analytics provide 100% visibility into team progress, workloads, capacity, profitability, and performance, empowering managers and firm partners to make data‑driven decisions about staffing, pricing, and growth.Starting Price: $59 per month -
3
Masttro
Masttro
Masttro is a wealth‑tech platform that aggregates all aspects of an estate, liquid and illiquid investments, liabilities, passion assets, real estate, private equity, collections, and more, across geographies and currencies into a single, unified WealthData system that offers full‑picture visibility and control. It supports direct ingestion from 550+ custodian feeds and alternative sources, and Doc AI automates the extraction of statements and capital activity from fund portals. It provides intuitive, customizable dashboards, templated and ad‑hoc reporting, task management, secure document storage, permissioned client portals, and a flexible API for seamless integration with existing tech stacks. Encrypted with military‑grade security and private key encryption, data is protected at rest and in transit. Designed for family offices, wealth advisors, and professional service firms, Masttro delivers dynamic performance analysis, portfolio oversight, data visualization, and more.Starting Price: Free -
4
Altoo
Altoo
Altoo Wealth Platform empowers wealthy individuals, single- and multi‑family offices, trusts, foundations, private bankers, and asset managers to seamlessly consolidate and interact with all aspects of their total wealth in a simple and intuitive way. It aggregates transaction and portfolio data, bankable and non‑bankable assets, from over 500 custodians and 3,000+ non‑custody banks, plus market data and private equity/dividend info, delivering fully automated reconciliation, matching, and daily-updated performance and allocation insights. It visualizes 40+ asset types and tracks liabilities, rental income, collectibles, real estate, and private investments while allowing the attachment of documents and images to assets. Intelligent reporting features include customizable dashboards, dynamic charts, watchlists, and automated alerts on allocation drifts, balances, gains/losses, and threshold events.Starting Price: Free -
5
PandaConnect
PandaConnect
PandaConnect is a full‑scale investment administration platform and service designed to deliver a complete, correct, and timely portfolio overview across all asset classes and all custodians, currencies, banks, family members, managers, and legal entities. Built from Scandinavian institutional origins and independently operated since 1997, PandaConnect consolidates and aggregates data via its front‑to‑back online platform (PandaCockpit web & app), enabling automatic daily reconciliation with over 65 custodians, transaction registration by team or system, performance (MWR, TWR, IRR), risk figures, compliance monitoring (VaR, stress‑tests, Solvency II), bookkeeping, NAV calculation, cost transparency, and bespoke reporting. PandaCockpit provides interactive investment reporting showing return, risk against benchmarks, transactions, static data, market values, statistical indicators, and supports data exports.Starting Price: Free -
6
Swimbird
Swimbird
Swimbird develops and offers a modern, cutting‑edge cloud‑native SaaS platform called SWIP that integrates and aggregates portfolio data from multiple sources to support portfolio management, analysis, and reporting. SWIP provides real‑time aggregation and visualization of both assets and liabilities, listed and OTC financial instruments, private equity, alternatives, commercial real estate, and private assets. Built on best‑of‑breed technology and tailored for individual businesses, SWIP can seamlessly fit into existing IT infrastructures or serve as a standalone solution. It empowers banks, asset managers, family offices, investment companies, and private equity/venture capital firms with a holistic, interactive dashboard that supports flexible and customizable reporting, performance and risk analysis, asset allocation across multiple categories, and data warehouse record‑keeping, including full audit trails.Starting Price: Free -
7
Hubly
Hubly
Hubly allows you to unleash the power of effortless financial advisory, transforming your firm’s household experience into a high‑touch, stress‑free system that scales efficiently. Its cloud-native practice management operating system combines CRM integration, dynamic workflow automation, role-based task routing, conditional logic, and built-in reminders to ensure consistency and eliminate administrative errors. With more than 100+ plug‑and‑play workflow templates, from client onboarding and money movement to client reviews, meeting prep, and employee onboarding, Hubly delivers a repeatable client experience at scale. It provides a centralized hub feed and client cards displaying progress, upcoming tasks, past interactions, and assigned responsibilities, giving users full visibility and team accountability. Hubly’s no-code, intuitive design makes building, customizing, and sharing workflows simple.Starting Price: $75 per month -
8
Voly
Voly
Voly is the market‑leading multi‑currency accounting and financial management platform built for superyachts and multi‑asset portfolios. It delivers one seamless system for yacht accounting, multi‑asset management (including property, private aircraft, other assets), cash, cards, invoices, APA charter management, payments, and foreign exchange. Users such as captains, crew, owners, management companies, family offices, property managers, housekeepers, flight crew, drivers, bookkeepers, and accountants benefit from real‑time visibility across entire portfolios via an interactive dashboard. Voly integrates a fully‑integrated Voly Prepaid Mastercard and FX payment platform, enabling SEPA and SWIFT. On‑the‑go transaction logging is available through a mobile app, with real‑time cash and card balances.Starting Price: Free -
9
Nines
Nines
Nines is the industry‑awarded household and estate management platform for discerning households, family offices, property managers, boutique hospitality, yacht crews, and their private service professionals. With Nines, you can manage properties, people, and projects all in one secure place. Organize property information, keep track of tasks and team members, and ensure the answers you need are always at your fingertips. Assign tasks to household staff and vendors via mobile‑friendly checklists; automate recurring tasks; attach documents, photos, assets, and vendors to tasks; and follow progress in real time. Store and search your household manual, documents, preferences, paint colors, light‑bulb types, and more in one intuitive, searchable system. Empower staff with a digital house manual built from industry‑standard templates, layered permissions, and mentions to connect employees, residents, vendors, assets, and guidelines.Starting Price: Free -
10
Hemonto
Hemonto
Hemonto is a Danish FinTech founded in 2006 that delivers independent, consolidated wealth reporting through a digital platform and expert advisory team. With oversight of over USD 55 billion and management of assets exceeding USD 10 million per client, it processes hundreds of thousands of transactions annually to generate reliable, reconciled accounts, performance summaries, risk analytics, ESG reporting, private equity overviews, and extended monitoring, all in one customizable interface. As a 100 % independent advisor, Hemonto aggregates data across custodians, banks, portfolios, currencies, and asset classes, enforces objective quality controls, and flags any deviations from agreements to ensure transparency, timeliness, and compliance. Its dynamic reporting dashboard, available via web and mobile, supports a tailored wealth oversight experience, direct data access via BI tools, and a dedicated team to guide reporting setup and ongoing management.Starting Price: Free -
11
BOBO by Bourgeois Bohème
Bourgeois Bohème
BOBO by Bourgeois Bohème is an elite, invitation‑only digital platform that integrates bespoke financial management with luxury lifestyle services in a single, intuitive ecosystem. It offers secure family and staff wallets, wearable and virtual payment devices without names or account numbers, highly customizable spending controls by category, time, and location, and very high transaction limits (up to €1 M per card) backed by robust top‑up and ATM features. The Control Hub provides smart reporting, invoice matching, and role-based access for teams and advisors. Global lifestyle assistance is available 24/7 for administrative, travel, and entertainment arrangements, alongside curated access to premium events and experiences. With advanced security (3DS 2.2, instant blocking/unblocking) and regulation by the UK’s FCA and the EEA’s ACPR, funds are held in segregated accounts to ensure protection even in insolvency.Starting Price: Free -
12
Copia
Copia
Copia Wealth Studios is a mobile‑first wealth operating system that brings together AI‑powered document ingestion, portfolio aggregation, specialized planning, and operations automation into a unified platform for sophisticated investors, family offices, multi‑family offices, institutions, and registered investment advisors. It integrates data from portals, accounts, and documents for a real‑time, comprehensive view, enabling users to preserve wealth, optimize portfolios, validate decisions, visualize entity and trust structures, forecast capital calls, and streamline workflows. Copia’s suite includes intelligent document processing (extracting data from K‑1s, capital‑call notices, distribution statements, etc.), entity‑map visualization, manager performance benchmarking, automated monthly and ad‑hoc reporting, natural‑language document querying, biometric 2FA, and white‑glove security practices using encryption.Starting Price: $895 per month -
13
Alwy
Alwy
Alwy is a mobile‑first, GDPR‑compliant personal finance platform designed to help individuals effortlessly track income, expenses, debts, and investments by connecting all bank accounts and credit cards. It automatically categorizes transactions up to ten times daily, builds and updates real‑time budgets, offers personalized saving tips (like canceling subscriptions or lowering fixed costs), and displays debt overviews with comparisons for better loan terms. Users receive financial‑health insights and recommendations to build emergency funds, diversify portfolios, or improve interest rates. Alwy also offers a B2B version that enables financial advisors, insurers, and mutual fund companies to provide clients with a unified CRM, trading and custody services, digital onboarding, automated compliance alerts, and integrated portfolio management.Starting Price: Free -
14
Aleta
Aleta
Aleta is a next‑generation wealth management platform for family offices, wealth managers, and advisors that securely consolidates data from multiple custodians, asset types (including private equity, real estate, and passion assets), and currencies into a single, intuitive interface. It combines AI‑powered analytics, dynamic visualizations, and drill‑down transaction insights, supported by over 100 banking integrations and more than 15 years of reporting expertise. It automates private‑equity statement processing, enabling hassle‑free alternative asset inclusion across portfolios. ESG and impact metrics are embedded alongside financial returns to support sustainable wealth strategies. Recognized with industry awards for excellence in reporting, Aleta offers a sleek cloud‑native design, a mobile app for on‑the‑go access, white‑label customization, Microsoft‑based infrastructure, SOC 2 certification, multi‑factor authentication, encryption, and more.Starting Price: Free -
15
1fs Wealth
1fs
1fs Wealth is an AI‑driven, cloud-native wealth intelligence platform that lets high‑net‑worth individuals and family offices consolidate all assets, including public and private investments, real estate, collectibles, and digital assets, into a single view. It offers secure access with multi‑factor authentication, granular role-based permissions, and enterprise-grade encryption. It provides real-time valuations and market feeds, proprietary risk decomposition tools, concentration metrics, and geolocation tracking. It supports comprehensive succession planning by allocating assets, documents, and ownership guidance to next‑gen beneficiaries. Advanced collaboration features allow advisors, family members, and external professionals to work jointly, with drill-down analytics, peer benchmarking, carbon and ESG insights. Integrations include API connectivity, Plaid-based account aggregation, and hedge‑fund benchmarking via Albourne indices.Starting Price: Free -
16
Quantfolio
Quantfolio
Quantfolio is a modular, API-driven digital investment advisory platform and robo‑advisor engine built for banks, wealth managers, and fintechs. It centralizes and streamlines client onboarding, suitability and risk assessments, automated proposal and compliant documentation generation, and investment execution. The Investment Engine core allows firms to embed their philosophy into customizable flows, while the robo‑solution lets them deploy scalable, self‑service–style advice to retail or mass‑affluent segments. Its order‑execution module ensures a seamless journey from strategy to trade, and built‑in compliance-by-design protects against regulatory risk. With ESG integration, white‑label branding, and sustainability preferences embedded across workflows, Quantfolio enables institutions to deliver personalized, efficient, and compliant investment advice at scale.Starting Price: Free -
17
Trusted Family
Trusted Family
Trusted Family is a secure, cloud‑native “family operating system” designed specifically for family businesses and family offices to centralize governance, collaboration, and communication. It offers modular “Spaces” for dedicated project or committee collaboration, private vaults with end‑to‑end encryption and role‑based permissions for secure document sharing, a visual family tree to capture legacy and lineage, and integrated tools for newsfeeds, surveys, events, calendars, and newsletters. It includes smart workflows, such as signature requests, automated reminders, and task assignments, along with real‑time activity insights and analytics. Multi‑factor authentication, SOC 2/SOC 3-ready encryption, GDPR compliance, virus/malware screening, daily backups, and private key architecture ensure top-tier security.Starting Price: Free -
18
Asseco QASIDA
Asseco Solutions, a.s.
QASIDA is a cloud-based ecosystem of over 170 modern applications designed to streamline business processes across multiple industries. Its suite includes ERP, CRM, AI-powered stock forecasting, service order management, rental tracking, and a comprehensive eCommerce solution to support online sales. The platform allows users to access company data anytime, anywhere, from any device, enhancing mobility and flexibility. QASIDA reduces IT infrastructure costs by eliminating maintenance and update expenses and enables businesses to scale services according to current needs. Integrations through QASIDA’s innovative API ensure seamless data exchange across different systems and applications. Overall, QASIDA helps companies increase efficiency, improve data visibility, automate workflows, and enhance cooperation.Starting Price: €35/month/user -
19
Traction
Traction
Traction Ag is a cloud-native, farm-specific accounting and management platform that links real financial data to fields, crops, and operations to reveal true cost‑per‑bushel profitability . It provides interconnected tools for cash and accrual accounting, bank integration, inventory tracking (inputs, crop loads, scale tickets, bin activity), payroll, and multi-entity management—all accessible via mobile for anytime, anywhere use . Through seamless integrations with Climate FieldView, John Deere Operations Center, FS co‑ops, and Plaid, Traction automates invoicing, billing, agronomic and financial data import, reducing manual input and enhancing financial accuracy . It supports detailed field-level profitability analysis, scale ticket and load tracking, shrink accounting, harvest records, and real‑time dashboards that empower farmers to understand margins, optimize resources, and improve planning.Starting Price: $950 per year -
20
Quicken WillMaker
Nolo
Quicken WillMaker & Trust is a comprehensive, DIY estate‑planning software that enables individuals and families to create legally binding wills, living trusts (individual or shared), durable powers of attorney, health‑care directives, transfer‑on‑death deeds, final arrangements letters, and caregiver/survivor guides. It features an intuitive, step‑by‑step interview format with embedded legal guidance, ensuring documents reflect the laws in your state. Users can choose between a desktop version or an online portal, and can update or revise plans at any time. A built‑in legal manual and state‑specific attorney-edited documents provide clarity and reassurance. It covers more than 35 essential estate planning forms, including promissory notes, authority delegations, and personal finance documents, and facilitates probate avoidance.Starting Price: $109 -
21
Zola Analytics
Zola Analytics
Zola is an all-in-one financial data platform that transforms complex market analysis into stunning visualisations through natural language queries. Built by analysts for analysts, it eliminates the tedious Bloomberg-to-Excel-to-PowerPoint workflow by combining hundreds of data sources with AI-powered chart generation. Teams can create, collaborate on, and share professional-grade financial insights in seconds instead of hours.Starting Price: $122/month -
22
ampliphi
ampliphi
ampliphi is an AI-powered revenue management solution designed specifically for independent hotels that need enterprise-level optimization without operational complexity. The platform automates real-time pricing adjustments using live market data, eliminating manual spreadsheet updates and guesswork based decisions. Built with hotel operations at its core, ampliphi seamlessly integrates with existing PMS systems to provide instant rate distribution across all booking channels. The system continuously monitors competitor rates, analyzes demand patterns, and forecasts event-driven shifts to ensure optimal revenue capture & maintaining competitive positioning. The controlled automation approach gives hoteliers powerful AI-driven optimization with full strategic oversight. You establish pricing boundaries and business goals, then ampliphi handles constant market monitoring and rate adjustments. This saves hours on routine decisions, maintaining complete control on revenue strategy.Starting Price: $299 for 100 rooms hotel -
23
Continia Expense Management
Continia
Continia Expense Management is a fully embedded Microsoft Business Central solution that automates the entire employee expense process by eliminating manual data entry, spreadsheets, and paper receipts. With AI-powered receipt scanning and autofill, employees can capture and submit expenses, per diems, and mileage in under 30 seconds via a mobile app or browser-based expense portal, while managers and controllers approve reports anywhere through a dedicated web approval portal. Corporate credit card transactions are imported automatically and matched to receipts, with missing receipts flagged and reminders sent. Secure digital archiving preserves original documents in an audit-proof repository, and Google Maps integration calculates mileage with customizable “via” points and route templates. Per diem rates for accommodation and meals are applied automatically, and approval workflows route reports through predefined chains to speed reimbursements.Starting Price: Free -
24
ValueEQ
ValueEQ
ValueEQ is a Business Valuation Software 2.0 built for finance professionals who need instant access to institutional-grade data and tools without the inefficiency of legacy solutions. With 60,000+ public company comps, 60,000+ M&A deals parsed daily, and an end-to-end suite of valuation tools (WACC, DCF, multiples, and more), ValueEQ empowers analysts, consultants, and investors to deliver insights with speed, accuracy, and defensibility. -AI-Powered Insights – Natural language queries (“Find SaaS acquisitions in Europe under €200m”) return clean comp sets in seconds. -Global Coverage – 120+ countries, 70+ exchanges, and tens of thousands of private & public comps. - Real-Time Deal Flow – M&A transactions parsed within hours of filing, with multiples extracted and normalized. - Valuation Workflows – WACC calculators, DCF engines, DLOM models, and report generators in one place. - Flexible Pricing – Solo plans at €99/mo and team plans at €240/moStarting Price: $99/month/user -
25
DepositFix
DepositFix
DepositFix is a unified B2B payments and billing platform that automates the entire lead‑to‑cash process by connecting payments, CRM, and QuickBooks into a single interface. It supports all B2B payment scenarios, ACH and eCheck, card‑not‑present transactions, virtual terminals, surcharging, and dual pricing, through multi‑gateway routing and embedded checkout forms, while also handling hosted payment pages, product catalogs, discount codes, and one‑click upsells. Its billing suite includes recurring and progressive billing, automated sales tax calculations, client self‑service portals and quote‑to‑cash workflows, and its invoicing tools offer custom invoices, bulk batch creation, pay‑by‑link, Excel‑based invoicing, automated invoice presentment and reconciliation. With native integrations for HubSpot, ServiceTitan, Jobber, Zapier, and PayPal, DepositFix consolidates payment data into a single source of truth, eliminates manual data entry and reconciliation.Starting Price: $190 per month -
26
FormPay
FormPay
FormPay is an all‑in‑one payments solution for HubSpot CRM that lets you connect any gateway, such as Stripe, Razorpay, PayPal, Apple Pay, Google Pay, Adyen, Authorize.Net, Amazon Pay, PayU, Klarna, and more, to collect, track, manage, and automate one‑time or recurring payments without leaving your HubSpot interface. You can generate custom forms in seconds for donations, subscriptions, online course sales, events, or microbusiness offerings; embed them via links or code; and include product listings, discount coupons, and VAT calculation as needed. FormPay syncs all payment data directly into HubSpot, powering workflows, deal integration, and automated reminders, while features like custom fields, multilingual support, and form styling ensure each form matches your brand and global audience. Recurring donation and subscription forms simplify fundraising and subscription management, and built‑in transaction reporting provides real‑time visibility into sales performance.Starting Price: $49 per month -
27
TillyPay
TillyPay
TillyPay is a no‑code payment platform that lets businesses collect one‑off and recurring payments through fully branded, mobile‑optimized checkout pages under their own domain. Using an intuitive form builder, users can configure subscriptions with customizable billing cycles (daily to yearly), trials, setup fees, taxes, and customer self‑service via a secure billing portal for invoice downloads, payment method updates, and subscription management. Invoices can be sent with embedded payment links that accept 120+ currencies and all major credit and debit cards, while a unified dashboard provides real‑time visibility into payments, customer accounts, and cash‑flow forecasts. TillyPay integrates natively with over 2,000 tools to automate accounting and notifications, and its PCI‑ and SCP‑compliant infrastructure ensures data security without additional infrastructure or coding.Starting Price: $30 per month -
28
PayHere
PayHere
PayHere is an all‑in‑one cloud billing and inventory management application built on Vue and Laravel that centralizes every aspect of the lead‑to‑cash cycle in a single, intuitive interface. It consolidates invoicing, quotes, purchase orders, sales orders, and expense tracking, letting users snap receipt photos, forward email receipts, or import transactions directly from their bank to capture costs automatically. Automated billing then generates and delivers branded PDF invoices with instant payment confirmations, while flexible recurring and subscription billing supports memberships, SaaS products, and service plans with customizable cycles, trials, and discount codes. Embedded checkout forms and hosted pages integrate seamlessly into websites, email campaigns, or social posts without any external portals, offering customers a professional, frictionless payment experience.Starting Price: $7.99 per month -
29
PayRequest
PayRequest
PayRequest is a no‑code billing and subscription platform tailored for SaaS businesses, freelancers, and small to medium enterprises, offering both API and embedded solutions to generate and manage payment links, hosted pages, and donation forms without coding. It integrates seamlessly with leading gateways to support one‑time and recurring payments in multiple currencies. Users can create fully branded, dynamic payment links or embed checkout forms within minutes, distributing them via email, SMS, QR codes, or API calls. Subscription management automates billing intervals, trials, setup fees, taxes, and renewals, while a customer portal lets clients view plans and update payment methods. The PayRequest dashboard provides real‑time visibility into subscriptions and transactions, with filters, search, export, and one‑click actions (pause, refund, cancel).Starting Price: €5 per month -
30
Upmind
Upmind
Upmind is an all‑in‑one business automation platform built specifically for subscription and service companies, combining client management, billing, and provisioning into a single, fast, scalable, and fully customizable interface. Every customer record, order, and interaction lives in one unified panel, where custom fields, smart filters, and built‑in workflows automate follow‑ups and reduce manual tasks. Automated billing handles invoicing, renewals, reminders, and global tax calculations with bespoke templates, so payments are collected on time without chasing clients. Service provisioning kicks in the moment an order is placed, activating, pausing, or renewing services through deep integrations that keep your billing and operations in sync. Upmind’s API‑first architecture exposes over 1,500 RESTful endpoints and webhooks, enabling developers to script custom automations, build bespoke interfaces, or connect third‑party tools effortlessly.Starting Price: $25 per month
