Best Financial Close Apps for iPad

Xero simplifies the financial close process, making year-end tasks quick and easy. Automate reconciliations, generate reports, and streamline your workflow, ensuring accuracy and compliance. With Xero’s real-time data and seamless integration, you can close your books confidently and efficiently.

Streamline your processes, make smarter decisions, and accelerate growth with Dynamics 365 Business Central (formerly Microsoft Dynamics NAV)—a comprehensive business management solution designed for small to medium-sized businesses. Accelerate financial close, chart financial performance in real time, and improve forecast accuracy while maintaining compliance and security. Maximize profitability with an end-to-end view across operations, purchasing, manufacturing, inventory, and warehouse management. Manage the sales process from start to finish within Outlook and deliver exceptional service with a connected view of customers and service operations. Plan and monitor your projects with real-time metrics on resources, profitability, tasks, and progress.

Board is a top-rated decision-making platform for organizations of any size. It unifies business intelligence, corporate performance management (CPM), and business analytics capabilities in one powerful solution, making it easy to build and maintain any apps in a matter of seconds--no coding required. Available in multiple deployment models, Board gives users access to the right information easier and faster.

Our intelligent finance platform allows you to break away from the limitations of spreadsheets and legacy applications. Unify financial consolidation, planning, reporting and analysis through a single, extensible platform. Conquer the complexity of financial close, consolidation, planning, reporting and analysis. OneStream supports corporate standards while also satisfying more detailed line of business planning and reporting requirements, all in a single, unified application. Enables teams to apply trusted financial intelligence to large volumes of operational data to detect trends and financial signals that drive informed decision-making at the speed of business. Accelerate time to value with OneStream’s built-in understanding of accounts, currencies, ownership and intercompany activity. Replace multiple legacy systems or cloud point solutions with a unified application.

Vena Solutions offers a comprehensive financial planning and analysis (FP&A) platform designed to integrate seamlessly with Microsoft Excel. The platform enables organizations to accelerate their budgeting, forecasting, reporting, and financial close processes through AI-powered automation. With real-time collaboration, customizable workflows, and easy-to-use dashboards, Vena helps businesses make informed decisions, improve efficiency, and maintain compliance. Vena’s integrations with Microsoft 365 apps and its strong data transparency features provide a single source of truth for financial operations, making it ideal for businesses of all sizes.

Xenett is an AI‑driven financial close and accounting workflow automation software designed to help accounting teams, bookkeepers, and finance professionals streamline and improve the accuracy of their month‑end close processes. Xenett automatically reviews accounting data to detect errors and inconsistencies, reducing manual review effort and the risk of financial mistakes. It offers workflow management with task assignment, progress tracking, collaboration tools, and customizable dashboards that give real‑time visibility into close status. Xenett seamlessly integrates with major accounting platforms like QuickBooks Online and Xero to sync data and automate reconciliations. The software supports multi‑client and multi‑entity operations, making it suitable for firms and businesses of various sizes. With built‑in reporting, AI‑assisted error detection, and a secure collaborative environment, Xenett enhances ,accuracy, and accountability in accounting and financial close workflows.

Companies trust CCH Tagetik Corporate Performance Management software to save time, lower costs and reduce risk. Get a faster close, more forward looking-planning and in-depth analytics by connecting data, processes and people with a single trusted source. CCH Tagetik Finance Transformation Platform, powered by the Analytic Information Hub, is the unified platform that connects finance and operations and streamlines your consolidation & close, planning, reporting & analytics, disclosures and compliance.

Prophix is a corporate performance management (CPM) software for companies of all sizes and in every industry. Prophix combines budgeting, planning, forecasting, and financial consolidation, and reporting capabilities in one platform to help businesses move beyond Excel and drive performance. Available on-premise or in the cloud, Prophix is trusted by thousands of companies worlwide to automate their core financial processes.

Get real-time planning, forecasting and reporting out of your ERP. Limelight is the next generation of Excel offering data integration, collaboration and control. Plan, analyze, and report, all in one place. By connecting your data and people in one place, Limelight increases communication, makes work visible and accelerates time to insight. Get your budgeting and forecasting done faster, more accurately, and with collaboration from all departments. With Limelight, you can view and analyze reports in real-time, drill down to transactional details and provide information via narratives that managers can easily understand and use to make informed decisions. Access the whole story with reports that combine narrative with beautifully visualized charts. Quickly understand the state of your financials and discover insights that can lead to profitability.

Cadency by Trintech is an advanced financial close management software designed to automate and streamline the entire record-to-report (R2R) process. The platform integrates key financial functions such as account reconciliation, journal entry management, and transaction matching to ensure accuracy and compliance. Cadency enhances visibility and control over the financial close process, offering real-time data access, automation, and reporting tools. Its user-friendly interface helps organizations accelerate their month-end close while reducing operational risks and ensuring regulatory compliance, making it ideal for large enterprises with complex financial workflows.

Headquartered in the heart of New York City, SkyStem delivers a powerful month-end close solution for organizations seeking to streamline their financial processes. The company’s flagship solution, ART, is an enterprise technology that helps CFOs and Controllers shorten the month-end close and the time to issue financials by automating balance sheet reconciliations, managing month-end tasks, performing flux analysis and providing insightful reporting. The web-based solution streamlines and eliminates up to 90% of manual activities while strengthening internal controls and corporate governance.