financial management tools for professional services - 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$

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

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$

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

• Free

Freelance Spreadsheets offers creative freelancers an intuitive, easy-to-use Google Sheets solution for managing budgets, profit and loss, projections, and pricing, all at an affordable one-time cost.

• Pay Once

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$

TADAccounting provides outsourced bookkeeping and accounting services with over 20 years of experience, helping businesses monitor financial progress and understand their numbers to grow and make money.

• Contact for Pricing

SalenGo is a web-based business management software that centralizes contacts, invoicing, and products to streamline operations for professionals and businesses.

• Freemium
• From 28$

interVal is an AI-powered SaaS platform designed for accounting firms, wealth management firms, and banks to automate discovery, gain insights, and drive growth for their SMB clients.

• Contact for Pricing

DocFinance is a treasury management software that automates financial processes, integrates with over 300 ERP systems and banking networks, and provides solutions for cash flow, credit risk, and financial planning to enhance business efficiency.

• Contact for Pricing

Proco is an advanced accounting and financial management platform that automates manual tasks and streamlines workflows for faster monthly closes and enhanced financial insights, supporting businesses from startups to global enterprises.

• Freemium
• From 49$

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

• Paid
• From 500$

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

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

• Free Trial

Nuvio is an AI-powered financial management platform that acts as a virtual CFO, providing insights and predictions for startups and growing businesses.

• Free Trial
• From 24$

EvryThink is an AI-powered financial management platform designed to simplify business finances for freelancers, startups, and SMEs with automated tools and real-time insights.

• Freemium
• From 20$

ProfitCents empowers accounting and advisory firms with automated financial analysis, industry benchmarking, and business valuation tools to enhance client cash flow and streamline audits.

• Contact for Pricing

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$

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$

Nemo automates financial analysis and reporting, providing CEOs with clear, actionable insights to drive growth and make data-driven decisions.

• Contact for Pricing

Lysp leverages artificial intelligence to streamline legal billing by generating compliant, data-backed invoices from case summaries, reducing administrative overhead and accelerating cash flow for law firms.

• Free Trial
• From 199$

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$

KEBS is a comprehensive Professional Services Automation (PSA) platform that streamlines operations across deal management, resource management, project management, finance management, and ticket management to maximize productivity and profitability.

• Paid
• From 750$

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$

Uku is an advanced accounting practice management software designed to automate workflows, streamline billing, and enhance productivity for accountants and bookkeepers.

• Freemium

Flowrev is a cloud-based AI-powered revenue and cost recognition solution that automates accrual accounting for businesses integrated with Xero and QuickBooks Online, enhancing compliance and report accuracy.

• Paid
• From 50$

FinWise is a comprehensive personal finance management platform that combines AI-powered transaction categorization, budgeting tools, and financial forecasting to help users master their money and reach their financial goals.

• Free Trial
• From 9$

PivotXL is an AI-powered financial planning and analysis platform that automates Excel workflows, providing centralized data management, multi-dimensional analysis, and automated reporting for finance teams.

• Freemium
• From 249$

FeatherSuite is a free and easy-to-use bookkeeping software designed for freelancers, solopreneurs, and small businesses seeking simplified financial management.

• Freemium
• From 6$

Billy automates business finances by providing tools for invoicing, expense tracking, and financial reporting, helping entrepreneurs manage their operations efficiently.

• Freemium