ListoPedia

Financial Tools for Senior Management

The dataset contains information about various software tools used for accounting, business intelligence, budgeting, and enterprise resource planning. Each entry includes details such as the software's name, category, description, vendor, cost model, target user demographic, and the platform on which the software operates.

  • Tool Name: The name of the software tool.
  • Category: The general category or type of software (e.g., Accounting, Business Intelligence).
  • Description: A brief overview of what the software does or its primary functions.
  • Vendor/Provider: The company or organization that offers the software tool.
  • Cost Model: The pricing structure under which the software is offered (e.g., Subscription, One-time purchase).
  • Target User: The intended audience or user demographic for the software (e.g., Small and Medium Enterprises, Large companies).
  • Platform: The technology or environment in which the software can be accessed or used (e.g., Cloud, Desktop, On-premise).

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Sample Data

Tool Name Category Description Vendor/Provider Cost Model Target User Platform
QuickBooks Accounting Small business accounting software Intuit Subscription SME Cloud
Microsoft Excel Spreadsheet Spreadsheet software for financial analysis Microsoft One-time purchase / Subscription All Desktop, Cloud
Tableau Business Intelligence Data visualization software for financial data Salesforce Subscription SME, Large Cloud, Desktop
NetSuite ERP Enterprise Resource Planning Comprehensive ERP for financial management Oracle Subscription Large Cloud
SAP ERP Enterprise Resource Planning Enterprise resource planning software SAP Negotiated Large On-premise, Cloud
Adaptive Insights Budgeting/Forecasting Cloud-based budgeting and forecasting tool Workday Subscription Large, SME Cloud
IBM Planning Analytics Budgeting/Forecasting Analytics-based financial planning tool IBM Subscription Large Cloud, Desktop
Microsoft Power BI Business Intelligence Data analytics tool for reporting and dashboards Microsoft Subscription All Cloud, Desktop
Oracle Financial Services Analytical Applications Analytics Tools for finance-focused analytics Oracle Negotiated Large Cloud
Xero Accounting Online accounting software for small businesses Xero Subscription SME Cloud
Zoho Books Accounting Online accounting software for SMEs Zoho Subscription SME Cloud
FreshBooks Accounting Invoice and accounting software for small businesses FreshBooks Subscription SME Cloud
FinancialForce Cloud ERP ERP solution focused on financial management FinancialForce Subscription Large Cloud
Slack Communication Collaboration tool that integrates with financial tools Slack Technologies Free / Subscription All Cloud
Basecamp Project Management Project management software for team projects Basecamp Subscription All Cloud
Asana Project Management Work management platform for teams Asana Subscription All Cloud
Anticipate Financial Forecasting Predictive analytics for finance Prophet Subscription Large Cloud
Planful Budgeting/Forecasting Financial planning and analysis software Planful Subscription SME, Large Cloud
BlackLine Reconciliation Automation Financial close management and automation BlackLine Subscription Large Cloud
Prophix Budgeting/Forecasting Corporate performance management software Prophix Subscription Large, SME Cloud
Anaplan Planning Cloud-based business planning tool Anaplan Negotiated Large Cloud
Oracle Budgeting Cloud Service Budgeting/Forecasting Cloud service for financial budgeting Oracle Negotiated Large Cloud
Workday Financial Management Financial Management Enterprise financial software Workday Negotiated Large Cloud
Sage Intacct Accounting Cloud-based accounting software for finance Sage Subscription SME, Large Cloud
Zoho Analytics Business Intelligence Self-service BI and analytics software Zoho Subscription All Cloud
Presto Cost Management Cost management software Presto Subscription SME, Large Cloud
ExpensePoint Expense Management Expense management and reporting software ExpensePoint Subscription SME, Large Cloud
Coupa Spend Management Business spend management platform Coupa Negotiated Large Cloud
Financial Modeling Prep Finance Data API Financial modeling data API services Financial Modeling Prep Free / Subscription All Cloud
Tipalti Invoice Automation Payables automation for global payments Tipalti Subscription Large Cloud
Bill.com Accounts Payable Cloud-based accounts payable software Bill.com Subscription SME Cloud
Justworks Payroll Management HR and Payroll management tools Justworks Subscription SME Cloud
ADP Workforce Now Payroll Management Payroll and HR management software ADP Subscription Large Cloud
SmartSheet Project Management Work management and automation tool SmartSheet Subscription All Cloud
NetSuite SuitePeople HR Management HR Management within ERP Oracle NetSuite Negotiated Large Cloud
CAPFO Financial Content Management Management of financial documents CAPFO Subscription SME, Large Cloud
MarketLine Financial Market Research Research and market data services MarketLine Subscription Large Cloud
Morningstar Direct Investment Research Investment analysis and research platform Morningstar Subscription Large Cloud
Refinitiv Eikon Financial Market Data Financial market data services Refinitiv Subscription Large Cloud
S&P Capital IQ Market Analytics Investment and market analytics tool S&P Global Subscription Large Cloud
Qlik Sense Business Intelligence Self-service data visualization tool Qlik Subscription All Cloud
BillRun Billing Automation Automated billing management software BillRun Subscription SME, Large Cloud
Lucidchart Visualization Diagramming application for workflows Lucidchart Free / Subscription All Cloud
Okta Identity Management Identity management for security in finance Okta Subscription Large Cloud
DataRobot AI Analytics Automated machine learning platform DataRobot Subscription Large Cloud
Alteryx Data Preparation Data preparation and analytics for finance Alteryx Subscription Large Cloud
Netwrix Auditor Compliance Auditing solution for regulatory compliance Netwrix Subscription Large Cloud
Hyperion Planning Budgeting/Forecasting Planning and budgeting tool Oracle Negotiated Large On-premise, Cloud
Celigo Integration Platform Integrate financial tools with automation Celigo Subscription SME, Large Cloud
Elastic Search Data Search Search engine for financial data management Elastic Open source / Subscription Large Cloud
Fathom Financial Analysis Reporting and analysis software for businesses Fathom Subscription SME Cloud
PlanGuru Budgeting/Forecasting Budget, forecast, and performance analysis tool PlanGuru One-time purchase / Subscription SME Desktop, Cloud
ProcurePort Procurement Spend management and procurement software ProcurePort Subscription Large, SME Cloud
Riskalyze Risk Management Analysis and management of investment risk Riskalyze Subscription SME, Large Cloud
Yardi Real Estate Management Property and investment management Yardi Systems Subscription Large Cloud
Rentec Direct Property Management Property management software for landlords Rentec Direct Subscription SME Cloud
Gain X Investment Management Management software for investment portfolios Gain X Subscription Large Cloud
ProContractor Construction Accounting Accounting software for contractors ProContractor Subscription SME Cloud
CustomerGauge CMR Management Customer experience management for finance CustomerGauge Subscription Large Cloud
Wolters Kluwer CCH Tax Solutions Tax compliance and accounting solutions Wolters Kluwer Subscription Large Cloud
Truetime Time Tracking Time tracking and billing software Truetime Subscription SME Cloud
Allocadia Marketing Performance Performance management for marketing spend Allocadia Subscription Large Cloud
AgileBlocks Financial Analytics Analytics and reporting for businesses AgileBlocks Subscription SME, Large Cloud
Quicken Personal Finance Personal finance management software Quicken One-time purchase / Subscription Individuals Desktop
Cashflow Manager Cash Flow Management Cash flow management software for small businesses Cashflow Manager One-time purchase SME Desktop
Alfa Financial Software Asset Finance Asset finance software for companies Alfa Financial Negotiated Large Cloud
BambooHR HR Management HR management software for small businesses BambooHR Subscription SME Cloud
Stripe Payment Processing Online payment processing platform Stripe Transaction fee SME, Large Cloud
Square Payment Processing Point-of-sale solutions for businesses Square Transaction fee SME Cloud
PayPal Payment Processing Secure online payment transfer service PayPal Transaction fee Individuals, SMEs Cloud
Fifo Inventory Management Inventory management and forecasting solutions Fifo Subscription SME Cloud
QuickBooks Commerce Inventory Management Inventory management for QuickBooks users Intuit Subscription SME Cloud
Square Payroll Payroll Management Automated payroll solution with Square services Square Subscription SME Cloud
Welcom Expense Management Expense management and invoicing software Welcom Subscription SME Cloud
Billhub Invoice Management Automated invoice management software Billhub Subscription SME Cloud
Float Cash Flow Forecasting Cash flow forecasting tool for businesses Float Subscription SME Cloud
Adaptive Financials Cloud ERP/FP&A Financial planning and analysis in the cloud Adaptive Insights Subscription Large Cloud
Scoro Business Management All-in-one business management software Scoro Subscription SME, Large Cloud
FreeAgent Accounting Online accounting software for freelancers and small businesses FreeAgent Subscription SME Cloud
Wave Financial Accounting Free accounting software for small businesses Wave Financial Free / Add-ons SME Cloud
Airbase Spend Management Spend management and bill payments Airbase Subscription Large Cloud
Vendavo Price Optimization Price management software for revenues Vendavo Subscription Large Cloud
Spot Meetings Meeting Optimization Optimization tools for meeting expenses Spot Meetings Subscription SME, Large Cloud
SailPoint Identity Governance Identity management and data governance SailPoint Subscription Large Cloud
Trello Project Management Visual project management tool for teams Atlassian Free / Subscription All Cloud
Tallyfy Process Management Workflow management and process automation Tallyfy Subscription Large Cloud
Simple Capital Capital Management Capital tracking and management for investors Simple Capital Subscription SME Cloud
Sage 100cloud ERP Manufacturing and ERP software for SMEs Sage Subscription SME Cloud
8x8 Video Meetings Video Conferencing Video conferencing for team meetings 8x8 Subscription All Cloud
Google Workplace Collaboration Productivity and communication suite Google Subscription All Cloud
Wise Foreign Exchange International money transfer service Wise Transaction fee Individuals, SMEs Cloud
TransUnion CreditView Credit Solutions Consumer credit report solutions TransUnion Subscription SME, Large Cloud
Xactly Compensation Management Sales compensation management software Xactly Subscription Large Cloud
Sprout Social Social Media Management Management platform for social media and engagement Sprout Social Subscription Large, SME Cloud
Chaordix Customer Engagement Platform for customer participation and engagement Chaordix Subscription Large Cloud
LivePlan Business Planning Business planning and forecasting software LivePlan Subscription SME Cloud
Bill.com Accounts Payable Accounts payable and billing management Bill.com Subscription SMEs Cloud
FloQast Close Management Close management for financial teams FloQast Subscription Large Cloud
Uppercase Marketing Management Marketing operations management software Uppercase Subscription Large Cloud
KeyedIn Cloud ERP Cloud-based ERP for project-based businesses KeyedIn Subscription Large Cloud
Oracle CRM On Demand CRM CRM software for customer management Oracle Negotiated Large Cloud
Evernote Note Taking Collaboration and note-taking software Evernote Free / Subscription All Cloud
Monday.com Project Management Work OS for teams to manage projects Monday.com Subscription SME, Large Cloud
HubSpot CRM/Marketing CRM and marketing software for businesses HubSpot Freemium SME, Large Cloud
Zoom Video Conferencing Video conferencing platform for meetings Zoom Free / Subscription All Cloud
Clarity Financial Insights Financial insights and analytics tool for management Clarity Subscription Large Cloud
PRISM Trade Management Trade management software for financial services PRISM Subscription Large Cloud
Confluence Collaboration Collaboration software and documentation Atlassian Subscription Large, SME Cloud
Panorama Business Intelligence BI and analytics tool for management Panorama Subscription Large Cloud
HappyFox Help Desk Software Customer support software for businesses HappyFox Subscription SME, Large Cloud
Timesheet Mobile Time Tracking Mobile time tracking for workforce management Timesheet Mobile Subscription SME, Large Cloud
GRC Cloud Compliance Governance, risk and compliance cloud solution GRC Cloud Subscription Large Cloud
ZoomInfo Market Intelligence B2B contact data and sales intelligence ZoomInfo Subscription Large Cloud
RingCentral Communication Cloud communication and collaboration platform RingCentral Subscription SME, Large Cloud
Wrike Project Management Collaborative project management tool Wrike Subscription All Cloud
Canva Pro Design Software Graphic design software for business Canva Subscription All Cloud
SurveyMonkey Survey Tools Online survey and questionnaire tool SurveyMonkey Free / Subscription SME, Large Cloud
Trello Collaboration/Productivity Visual project management and team collaboration Atlassian Free / Subscription All Cloud
Notion Productivity All-in-one workspace for notes, docs, and tasks Notion Free / Subscription All Cloud
Zapier Automation Workflow automation tool to connect apps Zapier Subscription All Cloud
Grammarly Writing Assistance AI writing assistant for business writing Grammarly Free / Subscription All Cloud
Typeform Form Builder Interactive forms and surveys for data collection Typeform Free / Subscription SME, Large Cloud
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