Best Finance Software for Freelancers
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Compare the Top Finance Software for Freelancers as of October 2026
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What is Finance Software for Freelancers?
Financial software is a broad category of financial software. Finance software provides all the necessary tools to record, store, manage, analyze and process financial information, accounting, trading, records, bills, transactions, and more. Compare and read user reviews of the best Finance software for Freelancers currently available using the table below. This list is updated regularly.
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1
Datasite Diligence Virtual Data Room
Datasite
Datasite Diligence® serves as the hub for conducting due diligence, offering a range of advanced data room technologies to optimize deal-making. By harnessing the power of machine-learning models trained on an extensive repository of over three million documents, you gain a competitive edge in your transactions. With Datasite Diligence, you can accelerate deal closures and approach negotiations with unwavering assurance, unburdened by the complexities of due diligence. The Datasite platform streamlines the sell-side process, automating various manual tasks involved in deal preparation. Whatever your business, industry, purpose, or role, Datasite Diligence empowers you with a host of features to conduct due diligence more efficiently and confidently. From automated content management and integrated Q&A to upgraded redaction capabilities, multi-language search, and detailed engagement tracking, the data room platform is designed to facilitate smoother and faster transactions. -
2
Ansarada
Ansarada
Ansarada is a SaaS company that provides world-leading AI-powered Virtual Data Rooms and dealmaking tools. These tools include advanced AI insights and automation, next level Q&A and collaboration, plus purpose-built, digitized and customizable workflows and checklists for M&A, capital raising, business audits, tenders and other high stakes outcomes. Unlike some competitor Virtual Data Rooms, Ansarada offers free trials, 24/7 localized expert support, integrated Q&A via email, AI-assisted deal prediction, plus easy drag and drop upload and superior document security controls. Ansarada is designed to drive stronger business outcomes based on best practices from over 35,000 transactions. More than just a Virtual Data room, Ansarada provides end-to-end deal management to help you maximize your potential and stay in control. Keep your files in a centralized repository for always-on deal activity, and share your files securely with Secure File Share.Starting Price: $399/month -
3
QUODD
QUODD
Delivering innovative market data solutions for over two decades, QUODD powers the financial ecosystem with the largest integrated suite of market data APIs in the industry. Our institutional-strength data offerings are built for your business; spanning dozens of market segments and delivered from the cloud with the reliability and scale you demand. Access data your way. Data Feeds — Tick-by-tick, real-time streaming across global markets, built for the speed of trading and analytics APIs — Developer-friendly, modern integration and authentication standards for fintechs and financial institutions Integrations — Seamless connectivity into downstream systems and enterprise workflows, with cloud-native delivery and on-demand scale -
4
TIMi
TIMi
The most efficient, sovereign & unified "on-premise" data platform available today. Think about the Azure data platform, but on steroids and 100% Sovereign. TIMi is an ethical solution: Zero Lock-In: We gain your trust through exceptional performance and service, not artificial vendor lock-in Fair price & No hidden fees & No price hikes TIMi is a leader in these fields: Data Preparation/ETL/BPA/BPM/ESB - automate the most complex tasks without code - Connect to everything: Sharepoint, SAP, Salesforce, Facebook, GAds, etc. BigData - 1 TIMi-server is faster than 267 Spark-servers - Process any volumetry at negligible infrastructure cost. Process billions of rows in a matter of seconds on a standard 2K€ server. - manage peta-byte Data Lakes AI/ML: We invented the 1st Auto-ML tool in 2007 TIMi is a horizontal solution used in any industry: Manufacturing, Telecoms, Banks, Supermarket chains, Defense, Gov. Also available in EU-hosted sovereign cloud.Starting Price: 499 €/Month -
5
DealRoom
DealRoom
DealRoom combines the traditional, secure VDR with project management capabilities for professionals & teams completing M&A. The platform includes secure data storage, diligence management, pipeline management, integration management, as well as overall project management. Our goal is to help teams create a better M&A process that emphasizes collaboration so that the initial vision of the deal, innovation, & value-creation, can be successfully maintained & implemented. Our users: Spend less time on due diligence by eliminating administrative tasks like updating a spreadsheet, & communicating with 3rd parties via email or other applications. Shorten integration - Achieve value realization as soon as possible by involving integration teams early so that they don't have to spend time re-diligencing the deal. Eliminate the knowledge gaps between diligence & integration - By using the same platform to manage both processes, both teams can work together collaboratively.Starting Price: $1000.00/month -
6
Firmex Virtual Data Room
Firmex
More deals, diligence, and compliance get done in Firmex Virtual Data Rooms. With 20,000+ new rooms opened annually, thousands of businesses manage highly sensitive projects and processes with Firmex. Our robust data rooms are designed to give you full control over your documents while being intuitive and easy to use. Firmex is SOC 2, GDPR, and HIPAA-compliant and supports SSO, API, and redaction. You can rest assured that your sensitive information will be safe with our banking-level security and encryption. Our award-winning customer service team is dedicated to helping all Firmex Virtual Data Room users, 24/7/365. Whether you're the data room's admin or a guest, reliable support is a quick phone call, email, or online chat away. Firmex's flexible pricing is unique, offering an unlimited data room subscription or per-use transaction pricing. With a subscription, you can leverage your virtual data room for all of your organization's needs, from investor reporting to audits. -
7
Square 9
Square 9
Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management.Starting Price: $50/month/user -
8
MATLAB
The MathWorks
MATLAB® combines a desktop environment tuned for iterative analysis and design processes with a programming language that expresses matrix and array mathematics directly. It includes the Live Editor for creating scripts that combine code, output, and formatted text in an executable notebook. MATLAB toolboxes are professionally developed, rigorously tested, and fully documented. MATLAB apps let you see how different algorithms work with your data. Iterate until you’ve got the results you want, then automatically generate a MATLAB program to reproduce or automate your work. Scale your analyses to run on clusters, GPUs, and clouds with only minor code changes. There’s no need to rewrite your code or learn big data programming and out-of-memory techniques. Automatically convert MATLAB algorithms to C/C++, HDL, and CUDA code to run on your embedded processor or FPGA/ASIC. MATLAB works with Simulink to support Model-Based Design. -
9
Boss Insights
Boss Insights
Boss Insights’ platform digitizes lending to grow relationships between banks and their business clients. Thanks to Amazon style advancement, there is a growing divide between lenders’ service and businesses’ expectations. Banks excel in regulation, however, operate with limited information on their business clients (out of date and gathered manually). Boss Insights’ API hub empowers lenders to bridge the divide. APIs are the most efficient way to digitize existing processes enabling accelerated service and a complete view in real time. The platform is used to accelerate SBA, SMB and Commercial Lending from months to minutes. It also supports cross-selling products empowering banks and credit unions to proactively serve customers. -
10
HubSpot Sales Hub
HubSpot
Get notified the moment a lead opens your email, track every interaction automatically, and organize all your activities in one place with HubSpot's sales software. Start for free, and upgrade as you grow. HubSpot's sales tools save time at every stage of the funnel. Queue up a sequence of personalized follow-up emails and reminders that get delivered automatically at the right time. Turn repetitive emails into templates, measure their performance, and share the best ones with your entire team. Get notified the instant prospects open an email, click a link, or open an attachment for timely, relevant follow-up with the hottest leads. Connect with prospects through live chat on your website, and eliminate back and forth emails and missed calls by sending a link that lets leads pick a meeting time that works for both of you. Eliminate manual entry as every lead’s contact info, email opens, and clicks get logged automatically. Automate time-consuming tasks like lead rotation.Starting Price: Free -
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Make better decisions backed by data with SAP Analytics Cloud, a business intelligence, and data visualization platform ideal for businesses of all sizes. SAP Analytics Cloud features include predictive analytics, digital boardroom, business planning, and reporting functionalities. SAP Analytics Cloud is available for deployment in the cloud and accessible via iPhones and iPads. SAP Analytics Cloud also offers multiple support options like online support, phone support, knowledge base, and online forum.Starting Price: $21.00/month/user
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Kochava
Kochava
Kochava is a real-time data solutions company offering a comprehensive growth stack of solutions for data-driven advertisers. We empower advertisers to measure what matters with tools that deliver better insights and actionable data in one operational platform. Advertisers can map their growth journey with Kochava, leveraging mobile measurement partner (MMP) services, a next-generation marketing mix modeling (MMM) SaaS platform, and a premium platform for search ads automation and app store optimization (ASO). Kochava's MMM SaaS and search ads automation/ASO platforms work with advertisers using Kochava or any other MMP. With a culture of customer-driven innovation, dedication to data security, and the most powerful tools in the ecosystem, Kochava is trusted by top brands to harness their data for growth. Headquartered in Sandpoint, ID, the company has offices globally.Starting Price: FREE -
13
datapine
RIB Software GmbH
datapine’s business intelligence and dashboard software helps people to turn data into actionable insights and make data-driven decisions in real-time. A user-friendly drag & drop interface empowers managers to data scientists to visualize and analyze complex data by asking important business questions and receiving answers immediately. It offers a wealth of innovative analytics features like predictive analytics and dynamic, interactive business dashboards for modern, KPI driven businesses. Dozens of fast and easy data connectors to all common data sources (databases, flat files, social media, marketing analytics, CRM, ERP, helpdesk etc.) and a wealth of pre-build dashboard templates for different business functions (marketing, sales, management, HR etc.), industries (retail, logistics, healthcare, market research etc.) and platforms (Google Analytics, Facebook, Twitter, Zendesk etc.) help new users to get started quickly. datapine is a RIB Software GmbH solution.Starting Price: $249.00/month -
14
InsightSquared
InsightSquared
Know exactly what drives your team’s success. From lead to opportunity, cross-sell to renewal, see how 10,000+ companies have reduced risk, unlocked upside and accelerated revenue growth. Automatically sync deal activity and engagement levels so you can truly analyze your sales process. Activity data is the number one indicator of sales outcomes. So we automate, connect and write-the full team’s activities back to your CRM. Discover exactly what activities your sales team has completed, the steps they missed, and how prospects responded, so you can drive more consistent, predictable results. Understanding what your top reps do differently has never been easier. Record, transcribe and analyze every customer call across the entire sales journey. Capture transcripts, keywords, trends, and talk time. Then combine conversation data with full-lifecycle activity capture and robust machine learning, to enrich every element of your business – forecasts, reporting, product roadmaps, and more. -
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Acterys
FP&A Software
Acterys is an integrated platform for Corporate Performance Management (CPM) and Financial Planning & Analytics (FP&A) integrated with Microsoft Azure, Power BI and Excel. Automate the integration of all your relevant data sources with connectors to a variety of ERP/ accounting / Saas solutions and run all CPM processes on a single platform based on market leading SQL Server technologies (Azure & on-premise) Profit form ready made, fully configurable application templates for all aspects of planning, forecasting and consolidation. Business users can implement FP&A and CPM processes exactly to their needs, natively integrated with your day to day productivity solutions.Starting Price: $55.00/month/user -
16
Reach Reporting
Reach Reporting
Tired of remapping your financial data? Reach allows financial professionals to sync their financial data directly from the source and create beautiful reports for their clients. Choose from pre-built reports, dashboards and metrics or customize your own. Access your key financial reports and dashboards from any device. Create universal reports and dashboards that work for all of your clients and stay automatically updated. Save yourself time and frustration with easily never having to remap your data for financial reports. Whether it's a view from 35,000 feet or viewed through a microscope, the data is live, and gorgeously displayed. Sharing specific data has never been easier. Built on a spreadsheet platform, Reach Reporting is created to make CPAs lives simpler.Starting Price: $149 per month -
17
Nordigen
Nordigen
Free banking data & premium insights. All-in-one banking data API for building powerful banking, lending and finance apps. All-in-one API for account information, transaction categorization and insights.Starting Price: Free -
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Hubdoc
Hubdoc
With Hubdoc, you can import all your financial documents & export them into data you can use. With Hubdoc, capturing your financial documents is easy. You can take photos on your mobile, use email, scan or upload documents into Hubdoc. Your key documents are stored online, in one place. Hubdoc does the data entry by reading key information from bills and receipts and turning it into usable data. Supplier names, amounts, invoice numbers and due dates are extracted for you to create transactions in Xero and QuickBooks Online with the source document attached.Now your accountant can gain access to all your bookkeeping, directly from Hubdoc. Simply grant your accountant access to your account and an email invite will be sent. Now your accountant can stay in the loop.Starting Price: $12 per month -
19
Zebra BI
Zebra BI
Zebra BI is the most powerful and intuitive way to create jaw-dropping reports and dashboards with powerful visualization tools in Power BI or Office. Our out-of-the-box tools for meaningful, actionable, and user-friendly reports make it easy to deliver real insights from their data in record time. Have your reports set up in minutes by importing Zebra BI into Power BI, Excel, or PowerPoint. Create understandable and actionable business reports and dashboards. Zebra BI visuals will not just show whether something is good or bad but will also put your data into the right perspective. By using advanced functionalities like dynamic comments, focus mode, scaling groups, or drill-through you will better understand the context behind your company’s performance. Get immediate visualization of your data with out-of-the-box YoY growth rates and comparisons to PL, PY, or FC together with variances. Zebra BI will simplify your data models and shorten your report devStarting Price: $62/month -
20
Process Fusion 360
Process Fusion
Process Fusion 360 (formerly CapturePoint and UniPrint) is a secure cloud-managed platform that helps organizations automate their business processes through documents, print, and digital data. So whether staff are working at home or in the office, PF 360 enables a seamless hybrid office solution that simplifies document workflows, provides better team collaboration and improves business outcomes. Process, route and print documents in an efficient, timely and traceable manner. Simplify workflow processes and gain greater document lifecycle visibility. Connected document workflows between internal staff, customers and partners alike. By combining our intelligent capture, document process automation and cloud printing technologies into a single end-to-end digital platform, businesses can eliminate the need for manual document processes and traditional print management or printing. -
21
4Degrees
4Degrees
The 4Degrees platform offers intelligent relationship and deal management tools to help your team get the most out of your professional networks. We combine the ability to search your team's network easily and intuitively with automated data entry and intelligent alerts so you never miss the chance to move a relationship or deal forward. Unleash the power of your network with 4Degrees! Some common use cases of our CRM software include: - Venture Capital - Private Equity - Mergers & Acquisitions (M&A) - Investment Banking - Commercial Real Estate - Consulting - Deal sourcing, deal flow, and due diligence -
22
PitchBook
PitchBook
Founded in 2007 and acquired by Morningstar in 2016, PitchBook provides comprehensive data on the private and public markets to help business professionals discover and execute top opportunities. PitchBook’s data and analysis is available through our award-winning software, the PitchBook Platform, as well as our suite of integrated tools, industry news and in-depth reports. An independent subsidiary of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York, San Francisco, and Hong Kong. What you can do with PitchBook: - Private market intelligence - Fundraising - Sourcing investments - Due diligence - Business development - Networking - Deal execution -
23
Smart Inventory Planning & Optimization
Smart Software
Smart Software is a leading provider of demand planning, inventory optimization and supply chain analytics solutions headquartered in Belmont, Massachusetts, USA. Founded in 1981 Smart has helped thousands of customers plan for future demand utilizing industry-leading statistical analytics. Smart Inventory Planning & Optimization (IP&O) is the company’s next-generation suite of native web applications, helping inventory carrying organizations reduce inventory, improve service levels and streamline Sales, Inventory, and Operations Planning. Smart IP&O, hosted on Amazon Web Services, is a Digital Supply Chain Platform driving three applications: demand planning, inventory optimization, and dashboard reporting. Smart IP&O functions as a transparent extension of our customers’ ERP systems of choice, receiving daily transaction data and returning forecasts and inventory policy values to drive replenishment and production planning. -
24
Intrinio
Intrinio
Intrinio is a full-service financial data provider with a focus on serving the B2B market from startups to enterprise level customers. Intrinio offers introductory price points and data subscription packages to scale, making it still affordable and accessible for developers and quants. If you go to our website and sign up or chat the team, you can get an account, API keys, and trial the data within minutes. Intrinio offers trials, monthly and annual pricing, fully customer support, and co-marketing. Our data is backed by an expert team and infrastructure that is light years ahead of our competitors. By focusing on foundational data products such as stock market data, esg and fundamentals, we're able to provide high-quality data, cutting-edge tools, and premium support to our clients. We are experts in XBRL, standardization, licensing, customization, tools, and support.Starting Price: $150/month -
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Dext
Dext
Automate bookkeeping and streamline expense management with Dext. Capture receipts, process invoices, and integrate seamlessly with major accounting software, 11,500+ apps, banks, and platforms. Start your free trial today! How Dext works 1. Capture invoices and receipts – Snap a photo, upload a PDF, or connect data feeds. 2. Extract key data automatically – Dext’s OCR reads supplier, amount, tax, and due date. 3. Categorise and enrich with AI – Suggests categories, descriptions, and payment methods. 4. Sync with accounting software – Send accurate data to Xero, QuickBooks, Sage, and over 30 accounting platforms. 5. Reconcile transactions – Automatic matching keeps accounts accurate and up to date. 6. Integrate with over 11,500 applications, banks, and institutions: Seamlessly connect with e-commerce platforms like PayPal, Shopify, and Stripe. *Need an MTD for IT solution? Try Dext Solo (HMRC-approved) 🏆 Xero App Partner of the Year (UK and US, 2024)Starting Price: $31.50/month -
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Singular
Singular
Singular empowers marketers to futureproof their growth with next-gen attribution and analytics. We provide a holistic solution that combines mobile attribution with industry-leading cost aggregation, flexible ROI analytics, and automatic loading directly into your BI tools. With Singular you are able to - Measure and report on all the channels you work with - Analyze ROI by combining attribution with leading cost aggregation - Track and analyze across the entire user lifecycle - Block more fraud with best-in-class fraud prevention - Monitor a single managed pipeline with a plug-and-play solution to extract, transform and load analysis-ready marketing data into your chosen data warehouse Top marketers from LinkedIn, Rovio, Microsoft, Lyft, Twitter, EA, and more, rely on Singular for a complete view of their marketing performance. -
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AuricVault® Tokenization
Auric Systems International
The AuricVault® tokenization service secures your vitally sensitive financial and personal data by safely storing that data and replacing the data in your system with a token. Tokens are random strings of numbers and letters that have no relationship to the stored data. If someone stole all your tokens, they still would not have any of your sensitive data. Tokenization provides what is called data separation. Data separation ensures that no single entity has all the data at one time. Auric's tokenization solution provides fine-grained permissions for one or more parties to access sensitive tokenized data. Depending on your business model, using the AuricVault® tokenization service may exclude your systems and servers from PCI scope. We help businesses protect billions of dollars and millions of transactions securely, safely, and simply.Starting Price: $300 per year -
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AutoEntry
Sage
AutoEntry automates data entry by accurately capturing all of your invoices, receipts, expenses and statements into your accounting solution. No more manually inputting invoices, receipts, expenses or statements. AutoEntry extracts the data you need and publishes to your accountancy package. With data stored securely in the cloud, there's no need to store, file, print and copy paper documents anymore. Seamless automatic publishing of verified data into your accounts software. Submit invoices, receipts and expenses on-the-go via our mobile app for iOS and Android devices. Forward emails from suppliers, snap receipts on our mobile app, or scan and upload to the website. Data is processed and verified before applying remembered Supplier, Tax Code and Category rules. Our add-ons ensure the simplest possible publishing to the widest range of cloud and desktop accountancy packages.Starting Price: $12 per month -
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AccountsFlow
Accounts Flow
AccountsFlow is a completely automated E-Invoicing system designed specifically for restaurants, retail, and other businesses dealing with the tedious task of SKUs/Inventory data entry. Dealing with dozens of suppliers, entering hundreds of invoices manually consumes hours of your time. Load all of your supplier invoices, item by item, with all the details, into your POS or inventory system. Check pricing, quantities, rebates and store invoices. Download the guide and learn how to apply the Eisenhower Matrix to your job as a restaurant manager and prioritize tasks. Get your suppliers' invoices, immediately loaded into your POS or Inventory system. No taking pictures, no data entry, no scanning, 100% automated, the way it should be! Accurately captures all your invoice data. Know immediately if you are being overcharged. Fully integrated directly from your suppliers systems to your POS or Inventory system.Starting Price: $49 per month -
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BI4Cloud
Interactive Reporting
Out of the box BI empowers your team to discover trends and deal with issues immediately and easily. Track Inventory against recent sales history to manage reorders. Pick from the default reports or easily change any of these key dimensions. Simply save your new report to reuse, share with other users or schedule to auto email daily, weekly or monthly. Budget Jobs by month or the whole job and compare actuals to budget. Manage Job WIP and Estimates to Complete with outstanding purchase orders and sales able to be included in Jobs reports. Know the state of all active jobs regardless of their stage across financial years. Running Divisions, Cost Centres or multiple companies? We have a number of Report options to help. P&L by Categories, combine multiple company files or Setup up your own Custom lists against General Ledger accounts to create Divisions and generate comprehensive divisional P&L reports, with Actuals v Budget that you can also drill right down to transaction level.Starting Price: $17 per month
