Best Finance Software for Windows - Page 41
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Compare the Top Finance Software for Windows as of November 2026 - Page 41
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1
ClusterSeven
Mitratech
With ClusterSeven Shadow IT Manager, gain control over the hidden spreadsheets and other data assets that put your enterprise at risk. Discover and manage the hidden, sensitive spreadsheets, applications, and data assets that lie outside of IT’s control – and create risk. Now you can easily and efficiently capture and maintain an inventory of the files your organization relies upon and monitor who’s making changes, helping you meet audit and compliance requirements and prevent problems before they impact your enterprise. Classify the risks associated with your newly discovered EUC files and organize them in a centralized database. Once you’ve established the spreadsheets your organization is using, you can carry out a deeper risk analysis on critical files using rules that matter to your business, such as the complexity of a formula or macro, use of sensitive terms in the file like “confidential,” inclusion of unprotected client or personal data, or the presence of hidden worksheets. -
2
SoftCo Procure-to-Pay
SoftCo
AI-Native AP Automation Tailored to Perfection. SoftCoP2P is a SaaS platform delivering AI-native automation for financial processes across mid to large enterprises in all industry sectors. It streamlines catalog creation, requisitioning and purchase order generation for indirect spend, strengthening compliance, governance and cost control. The platform includes embedded AP automation through SoftCoAP, which processes supplier invoices electronically from AI Capture and AI Match through to invoice approval, query management and payment readiness. The solution manages all PO and non-PO vendor invoices within a single controlled workflow. Invoice data is processed using AI Capture, extracting and validating structured and unstructured formats with high accuracy. AI Match supports two-way and three-way reconciliation, continuously learning from each transaction to improve precision and straight-through processing while aligning invoice data with purchase orders and goods receipt notes. -
3
FinFolio
FinFolio
Report, bill, rebalance and publish client portals for professional wealth managers. Dashboards, reports, trading, billing and client portals. One app is all you need. Wealth management is complex, but FinFolio makes it easy. Clean, intuitive and simple. All RIAs are not the same. You have complete freedom to customize FinFolio. FinFolio has embraced an expanded definition of portfolio management that includes reporting, rebalancing, trading, billing, a mobile-ready client portal and all other elements of your back office, integrated into a single platform. Flexible hosting options let you run it yourself, or have FinFolio do the work. White-labeled with your branding. If you choose to run FinFolio yourself, you have powerful tools to automate the work and track data quality. An open API lets you extend the software, customizing and interfacing with external services. -
4
Comcore
ComFin Software
Comcore enables central capture and management of all of the key components of both physical and paper (OTC, exchange) commodity trades. The Risk Management functions include • Mark-to-Market valuations of open physical trades (crude oil, refined petroleum products, petrochemicals, base metals, concentrates, precious metals, agricultural products) and derivatives • Exposure and PnL reporting • Value-at-Risk (parametric, historical, and Monte Carlo) • Trading Limits • Credit risk The back office functionality includes invoice generation/management, Profit & Loss reporting (both actual and projected), automatic notifications, and flexible reporting. Comcore can be integrated with 3rd party applications like ERP systems, accounting systems, or even other CTRM systems. -
5
Collections Management
Professional Advantage
With Collections Management you can Automate customer-specific workflows. Centralize customer A/R and contact details. Target customers based on balance, aging, and more. Highlight invoices as promised for payment and Track customer interactions and required follow-ups. With close to 3,200 customers using Collections Management today, we often hear the same customer pain points when it comes to collecting. Whether that be your customers exceeding their payment terms, chasing down customer debts or spending too much time chasing that debt, Collections Management can help eliminate these pain points. Here we break down the top pain points we hear from customers, and how Collections Management can help solve those issues. Collections Management is focused on automating your collections process, so you spend less time clicking and more time collecting cash to improve your company's cash flow. -
6
Bolt
Bolt Financial
Bolt is a next-generation checkout platform designed to make online purchases faster, safer, and more intuitive. It uses an intelligent shopper network to recognize customers instantly and enable one-click, passwordless checkout. Bolt adapts in real time based on shopper behavior, preferences, and purchase history. The platform helps businesses reduce cart abandonment and increase repeat purchases. Bolt integrates seamlessly into existing ecommerce stacks without disrupting current workflows. Its identity-driven checkout builds trust and improves conversion rates across sites. Trusted by leading brands, Bolt turns checkout into a competitive advantage. -
7
Enghouse MVNO Revenue Management
Enghouse Networks
Rate, bill and invoice usage across mobile (3G, 4G, and 5G), fixed, fibre, Wi-Fi, IoT, utility, TV and OTT, etc. Monetize all offerings and reduce churn by expanding your product. Minimize operational cost by automating settlements, invoicing and payments. Tweak and upgrade product offerings straight into production. Friend call friend, shared bundles, vouchers and no latency top-ups. -
8
IDL Forecast
insightsoftware
Create effective, accurate financial plans and forecasts for group enterprises through swift, accurate planning processes that grow with your business needs. Existing solutions are not flexible enough, pre-built content is difficult to customize, so organizations struggle to standardize and integrate complex corporate planning processes across multiple divisions, product lines or departments from different legal entities. IDL Forecast covers all your requirements for fast, accurate group-wide financial planning and forecasting by integrating planning and consolidation models to provide a single point of truth that underpins continuous planning throughout the year. This is why 81 percent of consolidation customers also use IDL software for their financial planning. -
9
aBILLity
Union Street Technologies
aBILLity is the perfect software for managing your service portfolio whilst billing customers accurately and effectively. We’ve developed and refined aBILLity to be the total comms billing platform solution. Go beyond expectations with real-time analysis, fraud prevention, customizable portals and seamless back-office integrations. Ensures you’re never overcharged by suppliers or underselling to customers as well as detecting and halting fraudulent activity. Create highly competitive bundles and subscription plans for all ICT services that your customers will love. aBILLity ensures your bills are calculated with total accuracy, consolidating all fixed and variable charges for your services into one convenient bill for each customer. -
10
EZ-Ledger
EZ-Ledger
The EZ-ledger application will save you up to 70% of the time it takes to create a general ledger from a bank CSV record. A simple yet powerful way to process and generate General Ledgers and Profit & Loss summaries from financial institutes' CSV statements. Accountants Business essential tool. Simply converts CSV statements to an advanced data processing builder. Build a customized General Ledger and Profit & Loss reports at ease. Convert CSV statements to an excel data format with a fast and easy setup. Minimal technical skills or coding required. The smart layout parser comes with many parsing presets covering the most common use cases. It gets you started in minutes and can be tweaked to fit your and your customer's needs. Powerful parsing rules which are tailored to your use case. A parsing rule is a set of simple instructions which tell our parsing engine what type of data you want to extract, convert, and process. -
11
Yapstone
Yapstone
Leverage Yapstone’s entire payments platform, or plug into the features that fit your business requirements to amplify your growth. Accept all major and alternative payment methods from around the world. Tap into our in-market expertise on local consumers and payment methods. Approve 95% of merchants in record time with seamless, scalable onboarding for marketplaces, vacation rental hosts, freelancers, and more. Shift compliance burdens and regulatory complexity to Yapstone with our flexible merchant of record arrangements. Detect and prevent fraud before it happens with our powerful risk engine. Yapstone’s platform architecture is built on hundreds of layered microservices. Our easy-to-use REST APIs can be efficiently customized to meet your company’s individual needs, regardless of the vertical or industry. No matter your industry, Yapstone’s flexible platform can future-proof your payments and expand your customer base. -
12
FamilyWealthGuru
FACT Software Group
Family Wealth Guru is fully integrated with Financials. A never-before Integrated Wealth Management Solution. We even create the Purchase & Sale Invoices direct from the Brokers’ Contract Notes. Manage your entire wealth portfolio with Family Wealth Guru, a truly integrated Wealth Management Solution. Tailored to the Asian investment ecosystem, you can track, organize and analyze your various Asset Classes to make data-driven investment decisions. Whether you are an Investor, a Wealth Manager, Family Office CEO, Family Wealth Guru provides a never-before integrated solution for your wealth management needs. Wealth Management is growing more complex every day. It is distributed over Multiple Asset Classes, from Stocks to Mutual Funds, Fixed Deposits to Bonds, Properties to Commodities and more. Never before has the world seen a Wealth Management Software integrated with a rock-solid Financial Solution. Say goodbye to duplication and endless hours of reconciliations. -
13
Prolitus Crypto Payment Gateway
Prolitus Technologies
Providing End-to-end NFT token development services to ensure users can tokenize their rare items or collectibles assets. World-class Metaverse NFT marketplace development services offered to help users create a perfect, virtual new world and also customize their own Metaverses. Create your own crypto tokens that are fungible and have legal compliance with our offerings of comprehensive SFT token development services. Unlock the benefits of DeFi yield farming strategies to generate more cryptos with existing cryptos. Launch your own DeFI wallets to enjoy complete freedom, transparency, security and accessibility of your digital assets. Peer-to-peer decentralized Applications or Dapps can enhance security of your systems and also bring about more transparency in the ecosystem. -
14
GoDigital
Optimum Financial Solutions
A complete white-labelled solution to manage and grow your mutual fund business efficiently. GoDigital comes with your own personalised business name website and mobile app. This cloud-based solution is in collaboration with Kotak Mutual Fund. Stay ahead in the market by not only using a software business solution but with the advantage of your brand value. Grow your brand, grow your business. You and your clients will download your brand name App. The app is secured with PIN based login feature to ease of use. Your clients can check their's and their family members portfolio in one single account. Check reports and SIP alerts too. You too can check your business, check reports for your clients. You can initiate transactions for your clients from the App. Your clients too can transact from the app. You can restrict redemption and switch for them. -
15
Documation
Documation Software
Documation’s platform encompasses Business Process Management, Content Management, E-invoicing and Robotic Process Automation, harnessing robots and humans together to streamline and automate business processes. Delivered in the Cloud or On-Premise our platform provides solutions which connect people, information and processes to provide the speed, control and visibility needed to drive business forward. ‘Enable’, Documation’s flexible, robust, fully scalable business process & content management software works seamlessly with UiPath robots to deliver solutions ranging in scope from Robotic Task Automation - automating a manual task, directly replacing human activity with robotic software. to Robotic Process transformation - replacing an end to end process to take full advantage of the possibilities of automation and process change. We can help you achieve both these things (and everything in between) by providing the right components for each situation. -
16
Esker
Esker
Built with industry-leading AI and RPA technology, Esker's intuitive cloud platform allows businesses to power their digital transformation across procure-to-pay (P2P) and order-to-cash (O2C) processes and unite customers and suppliers like never before. Companies use Esker's solutions to drive greater efficiency, accuracy, visibility and cost savings throughout P2P & O2C processes. Benefits to your bottom line include: Improved customer experience & supplier relationships. More productive, proactive & engaged team members. Higher employee morale & increased talent retention. Enhanced global visibility, scalability & compliance. -
17
AMLcheck
Prosegur
Anti-money laundering and counter terrorist financing software. AMLcheck is an anti-money laundering and counter terrorist financing software. Using a single AML (Anti-Money Laundering) tool, companies can prevent, detect and investigate suspicious activity. AMLcheck makes it possible to perform functions including but not limited to identifying people or assets during the onboarding process, performing the mandatory KYC for customers by establishing a profile or score based on the available information and analyzing transactions applying different control scenarios to detect anomalous behaviors. Our partner in this venture is Dow Jones Risk & Compliance, a global leader in data intelligence for anti-money laundering, corruption and economic sanctions. -
18
Caseware Corporation Tax
CaseWare UK
Produce, tag, analyse, calculate and submit CT600s online all in one location. Incorporate all the latest taxonomies and revised CT600 forms, our software gives you the ability to complete and submit an unlimited quantity of tax returns directly to HMRC online. Quickly populate your capital allowances additions worksheet by copying data straight from your excel fixed asset spreadsheet. Claim or surrender current year or brought forward losses using our dedicated group relief and loss allocation worksheets. Make your claims for R&D tax relief, whether under the SME scheme with enhanced deductions or surrendered losses, the large company RDEC, or both. Split your profit and loss account into multiple trade and investment activities and break out adjustments, allowances and claims for each separately on your computation. -
19
Epicor Prophet 21
Epicor Software
Epicor Prophet 21 is a leading ERP solution for wholesale distributors that combines proven distribution expertise with a web-enabled infrastructure and modern technology stack. Cloud and on-premises deployment options are available. From inventory to logistics, Prophet 21 keeps everything in balance within your organization and unlocks the potential of your supply chain to help grow sales, boost productivity, and drive profits. • Data-driven, with industry-specific functionality, to help you make smart decisions • Cloud-based applications to modernize and mobilize operations • Connected ecosystems to ensure visibility across your business • AI-infused solutions to drive efficiencies -
20
SIGMA 1040-TW
Sigma Tax Pro
Sigma 1040-TW is Sigma Tax Pro’s most customizable service package. Sigma 1040-TW includes everything you need to make your tax preparation business successful this tax season. Our 1040-TW product comes in desktop and web based versions, if you need to file business returns such as Forms 1120 or 1065 you will need the desktop version. Sigma clients have their own dedicated account manager who will work with them throughout tax season to assist with tax preparation and software support. Sigma also offers a full range of bank products that can be used to ensure a best in class customer experience. Clients can receive their refunds quicker and easier choosing from direct deposit, in office check printing, as well as prepaid VISA/MasterCard options. Sigma 1040-TW service package also includes a premium software solution. It offers multiple formats such as ProFiling, Executive, Power, Executive Accounting and Power Accounting. You pick the Sigma 1040-TW format that suits your needs. -
21
PASEO
LUNA Software
PASEO comes ready to meet all your passengers, drivers, tour guide and other traveler logistics with a seamless interface to your preferred messaging channel. Send driver dispatches, passenger alerts, and flight updates from one integrated solution. INTEGRATE, Import, book, dispatch then create a professional, customizable, and fully branded agency, wholesaler, or customer invoices, receipts, confirmations, quotations, and vouchers, all done accurately and in record time. Now do this for a wide range of passenger and/or travel and transportation services, then bill just the way you or your agency requires it, in and in any currency, instantly. PASEO manages passengers movements for air, land and also water-based activities and/or locations including cruise ship terminals, tracking every detail, fully integrated into dispatching and invoicing modules. PASEO is improving every day, rising to meet the challenges and diversity of its expanding clientele. -
22
GoProcure
GoProcure
GoProcure is a procurement solutions company providing a B2B e-commerce platform that brings together an ecosystem of suppliers, retailers, wholesalers, financial institutions and shippers to provide a frictionless buying experience to any enterprise. With a historically fragmented approach to addressing spending, modern-day procurement organizations are looking for a solution to help manage savings leakage, decentralized and maverick spend, and generate visibility into purchasing activity across the organization. At GoProcure, help enterprises find what's important, understand why it's important, and put that information to use in the most actionable way possible. Simply put, we turn disorganized purchasing activity into business insights. Develop a baseline of which spend and how much spend in your envelope qualifies as addressable spend. -
23
ASPEN Business Management System
Charter Software
The ASPEN Business Management System is built on Microsoft.net and web services, the same proven and stable technology platforms that power hundreds of software products. Note some dealers who are new to having a business system opt-out of the accounting and rental components which allows them to implement a business management system at a much lower cost. This is a very common solution for those customers who want to continue to use Quickbooks™ for their back-office functions. In fact, Quickbooks™ is our most common conversion for those dealers who have under eight employees. For answers to your questions and information on solutions for your business, please provide your information. Additionally, you can add over 20 Manufacturer & Supplier interfaces and other components. Rental fleet contracts and billing, as well as utilization and depreciation management. Accounting functions including payables, receivables, general ledger and payroll. -
24
vFinance
vFinance
vFinance is a Belgian fintech company active in back office management software and outsourcing services for loans and insurance products. The vFinance platform offers automated product management during the whole contract life-cycle, taking into account the commercial, regulatory, reporting, and accounting requirements. Extensive knowledge of financial mid- and back office processes. Deep migration experience with more than 20 successful projects completed. Daily efficiency with for example all business processes are directly translated into accounting entries. Operational excellence is illustrated by reversible transactions taking into account all legal, regulatory, and accounting principles. High regulatory compliance standards with full audit trail, logging, and incorporation of 4-eyes decision principles. Platform robustness through operational and development excellence. Flexibility and parametrization to allow for product evolution and innovation. -
25
Finsemble
Cosaic
Finsemble enables software engineers to create smart desktop applications that allow apps of all types to sync, link, and share info. Our product is a scaffolding for you to build upon immediately with out of the box integrations that allow your team work on Angular, React and other frameworks they know & love. Our software development kit allows you to deliver a smart desktop to users faster than the competition. Because we discovered and solved complex development problems for you, applications can begin sharing information right away and customized workspaces can be quickly assembled. With Finsemble, experience a new way to work within a truly unified desktop environment. Communication between any type of application (modern or legacy, in-house or third party) extends across multiple windows and monitors. Connected applications can solve a variety of business problems. How can we help you shape a new way to work? -
26
GovEVA
GovEVA
GovEVA, is a leading SaaS company dedicated to empowering organizations seeking sustainable growth through effective strategy and automation. With our innovative product, we provide a comprehensive solution to help companies implement Environmental, Social, and Governance (ESG) practices throughout their organization. Our unique approach, known as the "OUR 7 Step Approach," ensures a seamless and successful integration of ESG principles. Let's explore the steps: 1. Materiality Assessment 2. Current State Baseline 3. Measurement And Real-Timeline Tracking Of Quantitative ESG Parameters. 4. Gap Analysis 5. Strategic Roadmap For ESG Enhancement 6. Actions & KPIs 7. Reporting -
27
RecWise
RecWise
A reconciliation should begin with comparing the General Ledger closing balance to the sub-ledger or other relevant sources (such as bank statements or other third-party documents). Differences between the two need to be investigated, quantified, and where possible, resolved by posting correcting journals to the general ledger or sub-ledger as required. Anomalies should be recorded as reconciling items to provide visibility. The balances should match and be fully supported with all documentation attached to the reconciliation. The review process ensures the reconciliation is complete, and you can also add a layer to approve the reconciliation being complete. A framework and a standardised process go a long way to improve the reconciliation process each month-end. -
28
Optimus Suite
EqualizeRCM Services
Innovative and industry-defining software solutions are at the heart of EqualizeRCM’s healthcare revenue cycle management strategy. Our RCM automation platform, Optimus Suite, seamlessly coexists with clients’ existing infrastructure (EMR, PM, Clearing House, Payer, and other systems). This platform, along with its set of intelligent applications, empowers facilities and practices to have efficient revenue cycle processes while reducing operational costs. Optimus can be tailored to integrate with your system and help bring your RCM performance to the next level. Denials and AR management system, enabling easy claim status, dashboard analytics, and root cause analysis of denials and AR. Platform to integrate 835 and 837 data into the denials and AR management process, enabling rapid claims analysis. A hosted, inexpensive, customizable contract payment calculator enabling calculation of expected payments per provider’s contracts and comparison to payments received. -
29
IBSFINtech
IBSFINtech India Private Ltd.
IBSFINtech is a global enterprise TreasuryTech company providing end-to-end digitization & automation solutions for corporates' Cash & Liquidity, Treasury, Risk, Trade Finance (TRTFM®) & Supply Chain Finance functions. Our product portfolio includes On-prem solutions, SaaS TMS - InTReaX™ & Supply Chain solution VNDZY®. Our prestigious list of clientele is spread across verticals and geographies, including, Vedanta Group, Mahindra, Sai Life Sciences Ltd, Bluestar Ltd, Polycab Ltd, and Future Group,. We have also been awarded a very prestigious award of the treasury ecosystem, “The Corporate Treasurer – House Awards”, recognizing IBSFINtech as the Software Provider for the APAC region in this niche space. The “Made-In-India” Comprehensive Risk Management solution offering enables a holistic approach toward Compliance, Financial, and Operational Risk management. -
30
Cube RM
Cube RM
Empowering Life Sciences organizations of any size to accelerate revenue growth and be more productive in the process. We do that by offering an AI-based Tender Management system, specialized for the Life Sciences. We leverage state of the art technologies like Natural Language Processing to help discover more tender opportunities and Market Intelligence and Machine Learning to help manage and evaluate tender proposals and identify optimum pricing. Our team of experts can help you reinvent your tendering business by transforming it into a strategic, and plannable process, resulting in improved revenue performance, better pricing decisions, and optimal profitability.
