Resources for Financial Software

Providers of financial software, including financial analysis software, online financial software, and financial modeling software. Research companies offering small business financial software applications.
Budgeting Software

Quickly find vendors of budgeting and planning software for your business. Review providers of small business budgeting software and financial forecasting software. Monitor financi… more »

Accounting Software

Business directory of software for accounting and accounting software system providers. Quickly find small business accounting software for your financial management and bookkeepin… more »

Financial Asset Management Software

Developers and providers of computer programs useful in asset management. more »

ERP Software

Directory of ERP software vendors offering various enterprise resource planning software systems. Identify providers of enterprise resource planning software solutions that suit th… more »

Telecom Management

Telecom management vendors providing telecommunication billing and expense management software. Telecom cost management software allows companies to maximize their voice, data, and… more »

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CRM Software for Financial Services Industry

Manufacturers and distributors of Customer Relationship Management (CRM) software designed for the financial services industry. more »

Managing Your Business Finances Online


Everything from bookkeeping to customer management, billing, inventory and invoicing can be accomplished in a few clicks with online accounting programs. Moving your financial management to the Web can free you from worry about storing paper files, upgrading software or maintaining extra computers.

Before deciding to manage your business finances online, ask the following questions:

  1. Does the provider offer a full array of financial management services or just a few?
  2. Will my data be backed up regularly?
  3. How secure is the platform?
  4. Does support come with the service or is it extra?
  5. Can I get my data back if I stop using the service?

Investigate Web-based accounting systems

Online accounting platforms can handle key accounting tasks through "dashboards" that keep all your company's information right at your fingertips and can be accessed anytime and from any Internet connection.

Upgrading from software to online management shouldn't be difficult

If you manage your business finances via software, check to see whether the provider has an online edition — and whether you can transfer your information to the online edition without too much fuss. Also check to see whether the online edition has all the features offered via software.

Find an offering that is tailored to your needs

Some online products are for small businesses, others for larger organizations, and some primarily for consumers, although they have business components.

Some financial management products can be accessed by cell phone or PDA

For true portability, consider products that work on your Personal Digital Assistant (PDA) or cell phone.

Banks of all sizes offer online financial management tools for business

Software companies aren't the only purveyors of online financial management tools. Many banks, large and small, now offer products.

Some banks offer online business services teamed with an online software program

In a bid to grow their online banking business, some banks offer a program that interfaces with an online business software program, such as QuickBooks.

Consider an online bank for business banking

If you're managing your business finances online, why not go all the way and use an online bank for your business banking? Online banks have no physical branches or ATMs, but often offer compelling fee structures.
  • Advantages of online financial management for businesses: You don't have to buy servers or new computers to use it…You don't have to download software…You don't have to spend time configuring it…You don't have to build a dedicated IT network to service it