Best Finance Software for Windows - Page 34
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Compare the Top Finance Software for Windows as of November 2026 - Page 34
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1
IC Marketing Automation
Infocorp Group
Most Banks are concerned about providing a good experience for both current and new customers, but are unprepared and need to develop capabilities to deliver customization at scale. That is why having a marketing automation tool is essential, and if it is also specialized in the needs of financial institutions, the results are undoubtedly optimal. Through our platform, the Bank will be able to transform the sales capacity and personalization of the Bank's message through micro-segmented campaigns. And you can go from managing multiple campaigns to a tool that automates most of the repetitive tasks, freeing up team time to focus on the value of the offer and have relevant conversations with customers. Comprehensive process management, from lead generation to customer conversion. Automated prioritization of campaigns and messages based on Machine Learning. Dynamic content personalization based on customer information and specific offers. -
2
AMB
Advantage Systems
AMB is an extremely robust mortgage banking accounting system. This mortgage accounting software goes beyond debits and credits to track transactions on a loan-by-loan basis. In doing so, loan-level detail comes right off the system and redundant spreadsheets are eliminated. At the push of a button, AMB’s mortgage accounting software can present which loans comprise an account balance, any balance and at any time. The real-time nature of the mortgage banking accounting system, as opposed to older “Batch” oriented systems, allows for faster data entry, eliminates the need for time-consuming posting routines and makes instant reporting possible. With AMB, accounting for mortgage loans becomes customized and tailored to fit your exact needs, which makes your staff work more effectively and efficiently. Too many mortgage bankers are using mortgage accounting software systems that simply weren’t designed for their business. -
3
TurboCASH
TurboCASH
This proprietary library gives faster data access and stability to the Firebird Database. It also allows users to work in the Postgress and MYSQL Formats. The advent of Window's most popular operating system has brought a new look to applications. The Axialis Icon Library brings a new flat slick look TurboCASH (Old themes are still available choices). All countries Books brought up to date and ready for the 2020 Year. Save hours, avoid mistakes by importing your bank statements directly into TurboCASH. Open Office the leading open source office brand has a powerful facility for handling CSV files. This means files from external systems (Bank, Payroll, Fixed Asset Register) can be imported into TurboCASH. -
4
SkyFinancials
Skynet Applied Systems
In today’s international and competitive business world the need for timely and accurate financial information is strong, yet many businesses still deal with a number of financial data sources, different software systems and partly still departmental spreadsheets causing inconsistencies and unnecessary delays in receiving information. This is surprising as visibility into your company’s financial status and performance is crucial to driving effective business decisions.Starting Price: $300 per user per year -
5
Deltek Costpoint
Deltek Costpoint
Increase profitability and improve project success for government contractors with Costpoint Manufacturing by bringing efficiency and digitalization to the operations process—from bid to shipment. Tie all data to financials in one secure system; paper processes are digitalized as data is captured, stored and analyzed in real-time, down to the project level. Consistently collect and allocate costs and simplify adherence to contract requirements by including traceability and contract flow downs. Withstand interruptions with modernized, flexible and integrated automation for visibility into changes and process control. Connect and automate processes between finance and production for improved accuracy, true costs and audit readiness. Leverage contract flow downs and organizational, project and part security. And automate traceability on every transaction. -
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Global WealthES
Fi-Tek
Global Wealth Enterprise Solution – Global WealthES™ (formerly known as TrustPortal) is a comprehensive and integrated Wealth Management solution for large and medium-sized financial institutions enabling them to manage their business most efficiently. The platform entails end-to-end features, tightly coupled to deliver straight-through processing, which creates tremendous scale & efficiency. The application has extensive functionality covering Financial Planning, Account Enrollment, Investment Management, Account Administration, Integrated Portfolio Accounting and Securities Processing, Automated Account Review for Compliance, Reports & Statements, Client Access Portal, Performance Measurement, and data analytics for business intelligence. Trade thru integrated FIX engine to over 400 brokers in the market for instant fills and confirmations. Extensive reporting, internal and client reports and statements and built-in data mining tools, with mobile access on any device. -
7
SDS4 Distribution Software
SDS Distribution Software
Install and run SDS4 anywhere you want. The most flexible system in the world allows you to install it where you need it. Laptops, Desktops, Local Network, Cloud. Even Mac and Linux users can now take advantage of SDS Distribution by running SDS4 Software in Google Chrome! Unlike other applications SDS4 is built with the user in mind. Everything is visibly located in front of your employee making it easier to focus on the job. All functions have been standardized and eloquently placed in the same position on every page. Creating a simple Quote is no different than creating a PO or an RMA. Double data entry can be easily avoided and carried to other forms with our often copied one-click technology. After laying eyes on SDS4 for the very first time, employees should be able do their jobs with little to no training! Our advances in automation have been so widely used that they are now considered and expected to be standard features in most modern ERP and CRM Distribution Software Systems.Starting Price: $1295 one-time payment -
8
Perfona
OpEff Technologies
A fully integrated web-based system to manage all areas of an investment management firm. Next generation portfolio management system. Fully cloud based with myriads of features. You can expect front, middle, back office, investor relations, operations, treasury management in one single platform. Let us manage Perfona for you while you stay lean and mitigate operational risk. Are you at a stage where you need to ramp up your IT infrastructure and systems so that you can build resiliency and confidence in your operations? Whether its developing bespoke applications, designing and conduct disaster recovery test scenarios or define cyber security policies, OpEff's IT team can partner with you and help you get there. -
9
EAS Expense Allocation System
IntegriDATA
Get allocations right, every time. Automatically calculate and apply sharing percentages only to funds eligible to take an expense. Consolidate accounts payable firmwide and enjoy easy access to precise expense reporting. Get allocations right, every time. Automatically calculate and apply sharing percentages only to funds eligible to take an expense. Consolidate accounts payable firmwide and enjoy easy access to precise expense reporting. Prevent misallocation penalties. Use EAS to automate allocation policy and ensure expenses are always allocated according to fund agreements and disclosures. The manual process for allocating expenses across funds is notoriously convoluted and opaque. Complicated Excel-based allocations often contain hidden mistakes due to a lack of controls. Allocation mistakes put asset managers at risk for reimbursement delays or misallocations. -
10
ESKA Digital Billing
ESKADENIA Software
ESKA® Digital Billing enables real-time billing in telecommunication networks. It has a flexible and powerful convergent rating engine that gives network operators a competitive advantage to be market leaders in the telecommunications industry. It provides an advanced system for the convergent billing of different services such as wireline, wireless and data networks. This powerful system provides many rich and valuable features such as supporting convergent billing of different telecom services, supporting multi-billing cycles with different frequencies and grace periods, supporting different charging methods such as advance, arrear and one-time charging. ESKA® Digital Billing enables telecom operators to manage their administrative and billing tasks effectively through the integration with other systems such as Customer Care. -
11
We have designed and developed the UMBS application using state-of-the-art frameworks, languages, tools and technologies. Flexible: An application that is easily tailored (custom coding not required) to accommodate varying billing frequencies, rate table structures, service types, payment applications and collection policies. Intuitive: An application that is geared toward getting new locations up and running quickly and efficiently. Web-based: Application designed to be accessed securely from ANY device just by launching a web browser and pointing to a URL. Scalable and Adaptable: An application that delivers the services needed from small water/wastewater authorities to large management firms and third-party billing service providers. Supportive of end users: Delivering data mining features using standard business intelligence (BI) tools, thus offloading these tasks from the IT department.Starting Price: $5500 one-time payment
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12
OpenCBS
Open Octopus
We offer affordable and flexible pricing structure enabling MFIs to benefit regardless of their size. Take your software to the next level by optimizing it to your microfinance environment. Tell us what you need and we'll make it happen! OpenCBS always takes into consideration the user throughout the entirety of the development process. OpenCBS Cloud is a flexible and scalable Core Banking System which can be deployed within weeks, rather than within months or years for legacy Core Banking Systems. OpenCBS Cloud has a very user-centric interface, allowing financial institutions employees to perform their tasks efficiently. Functionalities, including all key front-office and back-office features, make the system ideal for Microfinance Institutions, Cooperative Financial Institutions, Digital lenders and medium-sized banks. -
13
AirFP
Air Financial Partners
Follow along and see how AirFP assists with creating a healthy or maintaining an existing tax practice. Discover how to take your tax prep business to new heights! Offer bank product settlement options today. We include unlimited free e-file with every professional tax software license, saving you hundreds! To set up an e-services account, to submit ERO file applications, we train you on how to run as efficiently a tax office as possible allowing you to focus on making money. Air Financial Partners (AirFP) will not only provide you with the service & support needed to retain customers. Our innovative team of tax pros will support your growth well into the future. Our turn-key tax business marketing program is proven to help attract new tax prep clients year after year that will help spread news of your great services. With both desktop and online solutions available for multi-site tax preparation businesses, AirPTS 1040 Professional Tax Software works with your organizational model. -
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APAT is a VistA-integrated software module that fully automates the purchasing workflow from start to finish for departments that procure prosthetics, orthotics, and other sensory aides.Starting Price: $47675.00/year
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15
onPhase
onPhase
onPhase is an AI-powered financial automation platform that helps businesses scale smarter. From data capture to payment and everything in between, onPhase removes manual roadblocks, strengthens supplier relationships, and delivers real-time cash flow visibility so finance teams can grow sustainably with less friction. AP Automation and Vendor Payments Solutions: Allow onPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. Document Management Solution: Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. Forms and Workflow Automation: Automates the collection, routing, approval, and notification processes for expense approvals, time off requests, employee onboarding, and more. -
16
M2Advisor
M2Wealth
Smart Wealth Management technology for Banks, Custodians, Investment Advisors, Family Offices, Asset and Fund Managers, Wealth Managers and Investment Administrators. We process the different input formats and protocols from all of the different sources into one standardized output format. Our data formats can be ‘reused’ to create new interfaces as required, significantly reducing the lead-time required to get new interfaces operational. A financial institution can provide secure standardized data service for their clients via m2Data with minimal daily operational impact. m2Wealth is one of the few systems providers with a fully operational EBICS capability. M2 has developed ‘connectors’ with a range of European Custodians and Banks that have mandated EBICS as their preferred connection protocol providing daily distribution around the world. The number of Banks / Custodians mandating EBICS continues to grow and M2 is working closely with these financial institutions. -
17
EDW Energy Retail Suite (ERS)
EDW Technology
The Energy Retail Suite uses nothing but time-tested technological standards. The only surprise in our system is how reliable it is. The Energy Retail Suite platform is built on EDW’s n-tiered, JAVA, highly flexible and scalable technology architecture. It offers super-fast processing to support NHH & HH business processes, including the faster switching program CSS adapter, delivering the highest level of performance to optimize your business and your bottom line. We find that our customers tend to need minimal support simply because the Energy Retail Suite is developed, maintained and upgraded according to the standard best practices. When you do need support, however, EDW is committed to resolving any issue as rapidly as possible. We know that the time you spend on software issues is time you don’t spend making money. -
18
Aspekt Microfinance Software
Aspekt
Adaptable software solution that provides efficiency in business processes, risks mitigation and operational control. With our niche industry experience, we help Financial Institutions gain upper hand by delivering operational transformation and leading to the future of the digital era. Innovative, digital ways of operating and that is certainly a competitive advantage that brings to banking institutions with the vast improvement of the efficiency of the customer service processes. With the streamlined product management and the introduction of new products, banks can easily influence customer behavior, covering credit lines, card accounts, deposits, and savings accounts. Supporting online banking services and providing Client cash management, new payment digital channels, are some of the most important features that end customers are interested in. With added user-friendly enhancements and value-added services, end-customer satisfaction is inevitable. -
19
ZOOZ
PayU
A solution that streamlines all aspects of your payment stack into one, consolidated, and customizable platform. Save time, money, and ensure the best approval rates with the ZOOZ orchestration platform. Flexible routing engine to maximize your payment performance. Add and remove providers according to your needs. A set of tools to maximize payment performance. Streamline processes with unified tokenization across all your providers. A straightforward interface to empower payment teams without knowledge of code. All payment-data is consolidated and analyzed in one place. Ensuring you are fortified with the top market requirements. Thanks to our powerful API, you gain full control over all aspects of your payment stack— whether you need to manage your payments or your account , generate reports , run analysis, or simply Audit—our API has got you covered from start to finish. -
20
Preferred Payments
Preferred Payments
A secure platform and API to accept payments, grow revenue and scale your business. Straight forward API documentation and dedicated developer support to integrate ECRYPT's powerful payment solutions to your software. Accept payments, manage customers and build a powerful payment stack on the ECRYPT platform. Integrate secure and simple card-present payment solutions with ECRYPT’s Cloud EMV devices. Secure hosted payment fields for software applications and websites. Reduces PCI scope and offers more customization. A secure solution to manage customers, store payment methods and keep sensitive financial data safe. Secure and store sensitive payment data with ECRYPT’s tokenization and P2PE solutions. A payment platform built for enterprises, developers and innovators. ECRYPT gives businesses the tools to manage, scale and monetize payments services. Card-present transactions are now easier and faster than ever before. -
21
Deltek Vision
Deltek
Easily manage client relationships, track opportunities, and estimate project costs. Reduce project risk and deliver projects on time and on a budget to improve customer satisfaction. Employ faster-reporting processes and provide role-based metrics to key decision-makers. Project Managers face daunting challenges to bring projects/engagements in on time and at the highest possible level of profitability. Vision helps them accomplish these tasks with real-time information to help identify problems early enough to allow for timely -course correction. Tools to constantly monitor project status and staff utilization. One integrated system to track all financial, project and resource planning data. By leveraging the processes and people that make your business unique, Deltek cloud solutions serve as the framework for ultimate project growth and profitability. -
22
Challan and Invoice Printing System
Atul Consultancy
Challan & Invoice Printing System (CHIPS) is a perfect software suitable for small business organizations or dealers or traders involved in trading of any kind of product. Products can be Medicines, Electrical/Electronic Items, Automotive, Home Furnishing and so on. It can efficiently keep track of all Purchase and Sales and all Receipt and Payment transactions on day to day basis within financial periods generating all the required monthly MIS reports quickly. CHIPS can be configured for use in a multi-user environment also with distinct login credentials for every staff. You can even configure your multiple organizations with their own set of master data. Administration module to configure Organization, Customers, Suppliers, Products/services & other master data.Starting Price: $180.00/one-time -
23
Maxpay
Maxpay
Choose a domestic or worldwide bank among 32 partner banks. We provide clients with multiple acquiring solutions and a Master account to manage and aggregate all of their MIDs. Keep your business up and running and forget about traffic loss or revenue drops. Grow your business globally with seamless and secure gateway services. We offer completely customizable payment forms, checkout pages, and payment processing using local currencies for your customer's convenience. Get a 360° analytics for your subscription business with customizable fit reports, chargeback tracking, and churn control. Pick any parameter you want to measure or track and receive real-time reports to grow your conversions. Increase card acceptance ratio and process transactions through a bank with the best approval rates using our payment portal. We provide in-depth business analysis and provide acquiring solutions suitable for any risk merchants.Starting Price: $2.90 one-time payment -
24
Our intelligent financial planning & analysis tools are designed for people who like simple but deal with the complex. We help your teams not only understand the numbers but also share and act on that insight to achieve better results. Unit4 Financial Planning & Analysis makes it faster and easier for your people to understand what really matters and apply that knowledge to turn your organization’s plans and ideas into action. Our cloud FP&A software solution gives your people better, faster ways to put the numbers to work — through smarter performance management; planning, budgeting & forecasting; financial consolidation; reporting, visualization & analytics. Take a flexible, integrated approach to cover all your organization’s financial planning needs, whether planning cash flow, managing operational budgets, or forecasting sales, costs and revenue.
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25
SAP S/4HANA
SAP
SAP S/4HANA Intelligent ERP system for today’s business. Discover a truly modern ERP system with embedded AI and machine learning – available on premise, in a public or private cloud, or in a hybrid environment. SAP S/4HANA is a future-ready enterprise resource planning (ERP) system with built-in intelligent technologies, including AI, machine learning, and advanced analytics. It transforms business processes with intelligent automation and runs on SAP HANA – a market-leading in-memory database that offers real-time processing speeds and a dramatically simplified data model. Choose and deploy from a wide range of SAP S/4HANA ERP capabilities – all of which leverage the latest technologies and intelligent automation to transform your business processes. Capabilities span lines of business, from finance, supply chain, and manufacturing to sales, distribution, and more. -
26
Synertrade
Synertrade
Synertrade is a leading global provider of digital procurement solutions, offering a comprehensive platform to support businesses in optimizing their sourcing and procurement processes. Through its flagship solution, Synertrade Accelerate, the company provides a modular and customizable suite of tools for strategic sourcing, supplier management, contract lifecycle management, procurement analytics, and more. Synertrade empowers organizations to improve efficiency, reduce costs, and enhance supplier relationships by leveraging advanced technologies such as AI, machine learning, and data analytics. With a strong focus on innovation and user-friendly interfaces, Synertrade serves companies across various industries, helping them streamline procurement operations and achieve greater transparency and control over their spend management. -
27
RiskValue
Systemic
Designed to cover all types of trading portfolios, investment strategies, compliance requirements and geographical mandates, RiskValue® and its embedded risk measurement engine improves your investment management and helps you derive more value from your portfolios. Scalable and fully customizable, it suits both smaller and larger financial organizations. You can start with an initial core engine and then you can choose additional modules from a large pool of proven solutions. Independent, yet seamlessly integrated, modules are offered as an option that can be activated whenever the corresponding operational need arises. -
28
Offeris
Offeris
Offeris is the online information system for easy creating and managing Business proposals, Sales Orders, Purchase Orders, Invoices, Warehousing and other business documents. Calculation of profit based on a number of parameters. Simple to generate an order or an invoice. Choice from different template designs for PDF output. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. Received and issued invoices. Creation of proforma invoices with the possibility of creating a tax receipt for the received payment. Collection invoices from delivery notes. Tracking issued items and order status. Quick creation of purchase orders for suppliers to items that are not in stock. Track dates for required delivery and delivery confirmation. -
29
SpendManagerPro
World Procurement USA
Industry leading, customizable Financial and Spend Management solutions to fit every budget from our No Cost turnkey marketplace with Amazon like shopping experience, to our robust procurement-to-payment solutions, SpendManagerPro™ can grow with you as your needs grow while saving you money each step of the way. Due to the unique requirements of the Educational Sector, SpendManagerPro™ represents over a decade of working hand-in-hand with stakeholders to custom tailor the best, most innovative solutions targeted at saving time, saving money, improving compliance, and simplifying the user interface. With over 35 years of experience, our teams have developed an impressive array of solutions centered around efficiency, flexibility, transparency, accountability, and compliance. Budgets, contracts, and projects are better managed with CapitalSMP™ to help to mitigate the risk of budgetary issues and cost overruns. -
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SmarterCommerce Payment Processing
Premier Group Consulting
PCI PA-DSS compliant architecture allows your organization to virtually eliminate PCI scope and cost for credit card operations. SmarterCommerce's integration with Payflow™ and Computop's Paygate provides support for almost all leading payments. The PayCloud architecture allows for a no hardware deployment and simplified PCI compliance. SmarterCommerce is the solution of choice for over 120 JD Edwards customers. SmarterCommerce Payment Processing is 100% tailored for JD Edwards and features comprehensive integration. A focused implementation approach delivers a highly accelerated and low-risk process for quick return. Leverage JD Edwards integrated payments on an existing ecommerce story using web services. Give customers 24/7 access to view and pay invoices online with an integrated online portal. Organizations are increasingly adopting an integrated approach to payments.
