financial management platform for consultants - AI tools

Financial Cents is an accounting practice management software designed to help firms track client work, automate processes, manage communication, and meet deadlines efficiently.

• Paid
• From 69$

SystemX is an all-in-one business management platform specifically designed for consultants, offering tools for project management, invoicing, time tracking, and more to streamline operations and enhance client engagement.

• Freemium
• From 15$

Midday streamlines financial tasks for freelancers and businesses, offering automated invoicing, time tracking, file reconciliation, and a financial overview with an AI assistant.

• Free

Binery provides comprehensive financial management services including bookkeeping, accounting, payroll, tax preparation, and business incorporation services with expert teams across USA, Hong Kong, Malaysia, and UAE.

• Contact for Pricing

Monarch Money is a comprehensive personal finance platform that helps you track, budget, plan, and collaborate on your financial goals. It simplifies money management by consolidating all your accounts into a single, clear view.

• Paid
• From 9$

Range offers comprehensive wealth management services for high-income earners, providing financial advice, investment strategies, tax optimization, and retirement planning through a tech platform and expert advisors.

• Paid
• From 200$

LiveFlow automates financial reporting and analysis by integrating with QuickBooks and other platforms, turning spreadsheets into live FP&A dashboards.

• Paid
• From 500$

Novo is an AI-powered business banking platform offering fee-free checking accounts, invoicing, budgeting tools, and funding solutions designed specifically for small businesses, freelancers, and consultants.

• Free

HouseMunny is an AI-powered personal finance manager that helps users track expenses, create budgets, and gain financial insights through automated categorization and visual reporting.

• Freemium
• From 6$

Strabo is a comprehensive portfolio tracker and wealth management platform designed to consolidate all your assets, offering multi-currency support and AI-driven insights.

• Free Trial
• From 12$

Zeni is an all-in-one AI-powered financial operations platform that combines automated bookkeeping, bill payments, reimbursements, and business banking with dedicated financial expertise for startups and growing businesses.

• Paid
• From 466$

Fyenance is a privacy-first desktop app for personal finance management, offering a simple and elegant interface with offline functionality and lifetime updates. Users enjoy full control over their financial data, intuitive reporting, and one-time transparent pricing.

• Pay Once

Causal centralizes financial statements, ARR reporting, forecasts, budgets, and scenario plans, connecting to your systems for streamlined financial planning.

• Free Trial

Finsmart AI is an AI-powered financial management platform that automates financial reporting, generates insights, and provides CFO services for businesses, investors, and accountants.

• Paid
• From 100$

Budget Manager is a financial management tool that enables users to log expenses, set financial expectations, and compare real-time spending against planned budgets for improved financial control.

• Free

Payflow.ai provides Luca, a specialized AI agent for corporate finance, automating FP&A, reporting, and analysis for midsized and growing companies by integrating diverse data sources.

• Contact for Pricing

Finmark is a financial planning and analysis software designed for startups and SMBs, offering automated data integration, real-time reporting, scenario planning, and collaborative budgeting.

• Free Trial
• From 100$

Fiskl offers AI-automated global accounting solutions, simplifying financial management for small businesses, freelancers, and startups with multi-currency support. It streamlines invoicing, payments, expenses, and reconciliation.

• Freemium

KeepWeek is a cloud-based management software that streamlines business operations for solopreneurs and small teams, featuring project management, invoicing, financial automation, HR tools, and client communication in one platform.

• Freemium
• From 8$

Pennyflo is an AI-powered financial management platform that streamlines business operations through intelligent cashflow management, account integration, and automated financial operations.

• Free Trial

Precanto is an AI-powered FP&A platform that enhances financial decision-making, reveals opportunities, and detects exceptions early with precision.

• Contact for Pricing

HoneyMoney helps users manually track spending, plan cash flow, and forecast finances without connecting bank accounts, offering total financial control and increased spending awareness.

• Paid

XLReporting is a comprehensive financial planning and reporting platform offering automated consolidation, forecasting, and interactive reporting for businesses and non-profits. Trusted worldwide, it integrates seamlessly with over 40 data sources to streamline financial management processes.

• Free Trial
• From 220$

Pejtic is an all-in-one platform designed specifically for IT consulting companies, streamlining operations from recruitment to invoicing with features like project management, employee management, timesheet automation, and client relationship management.

• Contact for Pricing

Harpoon is forward-looking time-tracking and invoicing software that helps agencies, studios, and freelancers plan and forecast a profitable future through financial goal tracking, real-time revenue forecasting, and automated billing.

• Freemium
• From 9$

Function Point streamlines agency operations with integrated tools for project management, CRM, financials, collaboration, and business intelligence, helping creative agencies optimize workflow and profitability.

• Paid
• From 55$

Buxfer provides comprehensive online tools for personal finance management, including budgeting, spending tracking, investment monitoring, and financial forecasting, syncing with thousands of banks globally.

• Paid
• From 10$

Plutio is an integrated business management platform designed for freelancers and agencies, enabling users to manage projects, invoicing, proposals, contracts, forms, scheduling, and more from a single intuitive interface.

• Free Trial
• From 19$

Wave offers integrated invoicing, payment processing, accounting, and payroll services tailored for small business owners, freelancers, and solopreneurs.

• Freemium
• From 16$

Toshl is a personal finance app that helps users track expenses, manage budgets, and visualize money flows across multiple accounts and currencies.

• Freemium