Financial Tools and Software

The right financial tools make your finance function faster, more accurate, and more insightful. Here are our recommendations across key categories, based on company size and complexity.

Accounting Platforms

For Small Businesses ($0–$5M Revenue)

QuickBooks Online: The standard for small business accounting. Solid reporting, good integrations, reasonable price.
Xero: Clean interface, strong invoicing, good for service businesses. Popular with international companies.

For Mid-Market ($5M–$50M Revenue)

QuickBooks Online Advanced: Enhanced reporting and custom fields for growing companies.
Sage Intacct: Multi-entity, multi-currency, strong dimensional reporting. The step up from QBO.

For Enterprise ($50M+ Revenue)

NetSuite: Full ERP with accounting, inventory, CRM, and e-commerce. Scalable but complex.
Sage Intacct: Preferred by professional services and nonprofit organizations for its flexibility.

FP&A and Budgeting Tools

Adaptive Planning (Workday): Enterprise-grade planning and forecasting
Vena Solutions: Excel-based interface with database power. Familiar for finance teams.
Mosaic: Strategic finance platform designed for SaaS companies
Runway: Modern financial planning for startups and growth-stage companies
Jirav: Mid-market FP&A with driver-based planning

Expense Management

Brex: Corporate card and expense management for startups and tech companies
Ramp: Spend management with automated expense policies and reporting
Expensify: Receipt scanning and expense reporting for distributed teams

Bill Pay and AP Automation

Bill.com: AP and AR automation with approval workflows
Tipalti: Global payables automation for companies with international vendors
Melio: Simple, free bill pay for small businesses

Explore related resources: Financial Calculators | Financial Templates | Financial Guides

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Cash Flow Management	View Document
Financial Reporting	View Document
Fundraising Support	View Document
M&A Advisory	View Document

Industry Expertise

Industry	Link
Startup CFO	View Document
Healthcare CFO	View Document
SaaS CFO	View Document
Construction CFO	View Document
E-commerce CFO	View Document
Manufacturing CFO	View Document
Nonprofit CFO	View Document
Professional Services CFO	View Document
Technology CFO	View Document
Real Estate CFO	View Document
Retail CFO	View Document
Legal CFO	View Document

Regional Services

Market	Link
Phoenix CFO	View Document
Scottsdale CFO	View Document
Dallas CFO	View Document
Denver CFO	View Document
Austin CFO	View Document
Houston CFO	View Document
Los Angeles CFO	View Document
San Diego CFO	View Document
San Antonio CFO	View Document
Las Vegas CFO	View Document
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