Best Financial Management Apps for iPhone of 2025

Prophet 21 was designed to increase growth, modernize workflows and build strong customer relationships. Software that is too flexible can cause problems for businesses. Prophet 21 was created to help distributors scale without compromising their ability to grow. Microsoft Azure Cloud offers the speed, security and scalability you need. Prophet 21 can be accessed from any browser on any device, any place, and any time. You can personalize views and customize fields to create your business logic. RESTful API allows you to integrate with business applications, customers, and partners. Epicor Prophet 21 allows you to understand your customers. You can exceed your customers' expectations with dashboards and tools and earn their loyalty. You can streamline your quote-to cash cycle, increase margins, and complete orders flawlessly. Your team will have the ability to close sales at the counter, on mobile devices, and tablets. Strategic pricing based on market data, your sales history, and other factors can increase margins.

Distribution software developed by distribution experts and trusted and used by top HVAC, Electrical, Plumbing, and PVF distributors. There are always ways to improve supply chain management. Eclipse ERP software provides real-time data and insights that help you work smarter, from forecasting to fulfillment. It's easy to order large distribution jobs in electrical, HVAC, or plumbing with intuitive job management tools. You can monitor your inventory in real-time to optimize your business's lifeblood. Satisfy customers, increase profits, and reduce inventory. Eclipse has all of this. Warehouse efficiency is dependent on the quality of the warehouse's staff and the tools they use to do their job. Epicor Eclipse makes it easy to manage warehouse activities--including receiving, put-away, picking, inventory adjustments, cycle counts, and more.

Best-in-Class Business and Industry Functionality: Propel your business forward with accurate data collection, robust financial analyses, and precise forecasting capabilities. Acumatica Cloud ERP serves as a centralized data repository, gathering information from every department under a single pane of glass. So, all business processes are clearly organized and authorized employees have access to the same, real-time data—anytime, anywhere, from any web-enabled device. Acumatica is the only business management solution designed for the unique and evolving needs of growing midmarket companies, enabling its customers to put their customers’ success at the heart of all operations. Its future-proof platform drives value and provides the flexibility, efficiency, and remote collaboration capabilities modern businesses need. Enjoy automation without complexity, compliance without rigidity, and continuous improvement without unpredictability.

The waiting is over. A simplified CRM/ERP SaaS solution built for the 21st century has arrived! Introducing LionO360 business operations platform, the ultimate SaaS solution to run your business. Stop trying to stitch together multiple solutions to run your business, and having to deal with perpetual data reconciliation issues and manual work-arounds. With LionO360 CRM, you can easily manage your customer relationships, leads & pipelines, sales quota, cases, etc. Run your whole business operations with a unified ERP that includes Finance, Inventory, Purchasing, Warehouse Management, Analytics & Reporting, etc. Leverage out-of-box integrations to continue doing business with your existing vendor partners i.e., easy integration with Ecommerce platforms like NopCommerce, global logistics vendors like FedEx/UPS, common applications like DropBox/OneDrive/GoogleDrive etc. using the same unified CRM/ERP platform. Upgrading to LionO360 will streamline operations, increase agility, and ensure high-fidelity data. To learn how LionO360 can help drive your top & bottom-line growth, Contact us for a confidential discussion about the possibilities!

Caflou lets you take control of your company, projects and team, finances and increase your profit. Caflou is an all-in-one business management system ideal for marketing agencies and professionals, web developers or IT teams or any business providing services. With Caflou you get best value for your money. With Caflou you manage your customer relationships, projects with their budgets, finances and profitability, you can track time, manage your team and their workload or even automate repeatable activities, all in one place from anywhere. Join 3500+ companies using Caflou. Start Free right now!

Divvy's seamless expense management software is combined with business cards, so you don't have to process another expense report. Divvy allows you to leverage faster expense reporting, enforceable spending budgets, and a single platform that provides real-time visibility into all your spend. Are you ready to streamline and gain more control over your spend management? Get Divvy today and empower your team to save time (including your own). Divvy gives their customers a strong credit line that makes it virtually impossible to go over budget. Divvy makes it easy to avoid costly expense resorts and simplifies the AP process - all for no cost.

Expensya, a Cloud-based spend management software, makes it easy to manage expenses. This solution allows professionals to manage business spend more effectively, and addresses issues such as mobility and expense automation. Expensya users can manage and process any type of expense: online purchases, general costs, expense reports, remote work, Per Diems, mileage expenses, and more. Our vision is to give the most complete, intuitive, and scalable solution.

HomeZada, an online platform and app that allows homeowners to manage their biggest asset and largest expense, their home, is what HomeZada does. It provides a cloud-based, secure solution that allows homeowners to track their home inventory, manage home projects, and understand total homeownership costs. It is also an option that helps homeowners service businesses in areas like insurance, mortgage, real-estate, and home building to retain and engage existing customers and attract new customers.

No Merchant Fee Payment Processing No Merchant Fees. No Hidden Charges. Stellar Customer Service. No hidden fees: The proof is in the numbers. EzPay America doesn't hide any fees for merchant services or ACH payments. We understand how frustrating it can be to receive a statement only to find that the quoted fees are higher than the actual. EzPay America merchant services will never charge you more than zero. It doesn't matter whether you process $5,000 in cards per month or $5,000,000 per year. Merchant fees will never be charged again. Cash discount programs are available to all US states. Features: No monthly fees EzPay America will send you a monthly statement that shows your savings in comparison to what you would have paid for the same services. There are no batch fees. Why should closing out at the close of business be charged? Batch as many as you want. This is just one advantage of EzPay America's payment system.

Epicor Financials provides businesses with control and automation of all finance-related activities. Add-on modules from industry leaders that automate and digitize your accounting and finance processes will extend your team's abilities. Business intelligence and financial planning tools can simplify reporting and decision-making. Modernize your system and stay current while remaining secure in the cloud. -Drive financial planning and operational planning across all departments Connect to multiple data sources and reduce silos Focus on automating workflows for efficiency -Increase collaboration between Finance and Accounting Expand your business globally

Rather than relying on various subscriptions, we have developed a single, cohesive solution: a comprehensive and automated financial platform tailored for self-employed professionals like you. Our advanced invoicing feature is crafted to simplify your tasks, allowing invoice data to effortlessly integrate with your bank and credit card transactions, which in turn flows directly into your tax planner to keep you informed about your tax obligations. Furthermore, we automatically calculate sales tax within the system, ensuring compliance for those who sell products or goods. By streamlining your accounting processes, we eliminate the need for managing Accounts Payable or Receivable, journal entries, and tracking accrued income or expenses. Our unique accounting system is specifically designed for the self-employed, setting us apart from other offerings that cater to small and medium-sized businesses. With our solution, you can focus more on your work and less on financial management.

We are passionate supporters of the Tally accounting software created by Tally Solutions Pvt Ltd, which has been at the forefront of the accounting application industry for over two decades. In our view, Tally stands out as the most adaptable and user-friendly accounting software available globally, unmatched by any alternative in delivering a superior experience. By leveraging Tally's integration capabilities, we at Finsights aim to enhance user experience with advanced features that complement the Tally Accounting Application. Designed specifically for Tally users, Finsights offers an exceptionally user-friendly interface that accelerates transaction reviews by a factor of 100. As a collaborative platform, Finsights facilitates seamless interaction among accountants, chartered accountants, and entrepreneurs, allowing them to operate within a unified environment. This highly engaging tool supports both Tally on Mobile and Tally on Web, streamlining daily accounting tasks. With Finsights, Tally users can quickly and efficiently access their data online, ensuring they stay connected and informed at all times. Additionally, this integration fosters a more productive workflow, enabling professionals to make quicker decisions based on real-time data analytics.

Regate streamlines your financial and accounting processes, providing daily time savings. Fully integrated with your accounting software, it ensures your financial records are consistently updated in real-time. The platform is specifically designed to minimize the number of tools needed, allowing accountants and finance managers to work more efficiently. Regate offers a smart, collaborative environment that simplifies everyday accounting tasks, enhances automation, and grants you greater oversight of your business operations. You can cut down processing time for invoices and payments by 90%, generate accurate accounting entries, and automate the collection of receipts. Payments can be made via SEPA transfer or directly by card without needing to access your bank. It enables you to reconcile cost management with accounting oversight on a single platform. Enjoy a comprehensive and up-to-the-minute overview of all your financial data. Additionally, equip your teams with both virtual and physical cards tailored to specific requirements and monitor all their transactions seamlessly within Regate, ensuring complete control over your financial activities.

Our solutions personalize the experience of digital banking. With our renowned digital banking platform, financial institutions can harness data to create meaningful connections with their customers and explore new avenues for revenue generation. By leveraging our industry-leading technology for consolidation, merchant mapping, and categorization, banks can gain critical insights into their customers' financial behaviors and wellness, while customers enjoy the convenience of automatic transaction sorting. Streamline, enhance, and optimize personal finance data to foster innovation in digital channels. Uncover new trends and high-potential customer demographics through audience analytics. Empower customers by offering them access to their accounts and credit cards from various banks. Our digital banking APIs allow your institution to provide engaging and innovative banking experiences that are gamified for customer appeal. Additionally, foster long-lasting customer loyalty by offering a proactive, tailored financial coaching experience that meets their unique needs. In doing so, you not only enhance user satisfaction but also position your bank as a trusted partner in their financial journey.

Each of our six industry-specific products is tailored to your specific vertical in order to help you achieve your business goals. CRM for Wealth Management - This tool helps advisors to grow their assets by building strong client relationships. CRM for Private Banking - CRM helps Relationship Managers to grow assets under management by strengthening client relationships. CRM for Commercial Banking – Helps bankers increase upsell and cross-sell opportunities through personalized service. CRM for Corporate Banking – This CRM helps business bankers increase upsell and cross-sell opportunities through connecting insights and sales teams across different regions. CRM for Sales, Research, Trading & Research enables users to maximize profit and maximize capital usage CRM for insurance helps agents drive renewals, cross-sell opportunities, and helps them get more business. Our products can fulfill all your CRM requirements in one package. This includes sales, service and marketing capabilities that are tailored to your industry.

Deskera ERP helps you automate and centralize your business processes, gain real time insights, improve business control, reduce costs, speed up order fulfillment, and improve customer service. Deskera ERP allows you to manage all aspects of your company, from financial management and inventory control to manufacturing operations. Track transactions, create reports, monitor accounts payable and receivable, create custom financial years schedules, manage multiple currencies, and create invoices. Manage financial processes such as budgeting and forecasting. Bank reconciliation and multi-entity consolidation with ease. Gain visibility into the financial performance of your business, segment roles for users, generate financial reports automatically, track payments and forecast future financials. Track inventory levels and movement in real-time. Stock-level alerts can be generated when stock levels reach critical thresholds. Automate the ordering and restocking process to maintain optimal stock levels.

SAP S/4HANA is an advanced ERP solution tailored for modern enterprises, integrating artificial intelligence and machine learning for enhanced functionality. This cutting-edge system can be deployed on-premises, in public or private cloud settings, or through a hybrid model. With its future-oriented approach, SAP S/4HANA incorporates intelligent technologies such as AI, machine learning, and sophisticated analytics, enabling the transformation of business operations via intelligent automation. Powered by SAP HANA, a leading in-memory database, it delivers remarkable real-time processing capabilities alongside a streamlined data architecture. Users can select from a diverse array of capabilities within SAP S/4HANA, utilizing the latest technologies and automation to revolutionize their operational processes. These capabilities encompass various business functions, including finance, supply chain, manufacturing, sales, and distribution, ensuring comprehensive support for organizations. By leveraging SAP S/4HANA, businesses can enhance their agility and responsiveness in an ever-evolving market landscape.

Enhance the financial well-being of your workforce by decreasing PTO liabilities while simultaneously boosting your company's cash flow. Sorbet’s innovative PTO cash-out feature empowers employees to convert their unused PTO into immediate cash, alleviating the financial burden on employers. This means your team can access their earned compensation precisely when they need it, all while keeping their monthly salaries intact. Notably, implementing Sorbet incurs no expense for your organization; rather, it offers a cost-saving advantage. In instances where employees opt not to cash out, your company faces no charges, but when they do, your savings increase! You can also monitor the anticipated value of your PTO liabilities over time, gaining valuable insights into both the financial and overall health of your organization. By allowing employees the autonomy to decide how best to utilize their PTO, you contribute to their financial stability. Supporting your employees in managing their finances and enhancing their quality of life can lead to improved morale, making it a mutually beneficial arrangement for everyone involved. This approach not only fosters a positive work environment but also reinforces the company's commitment to its employees' financial wellness.

Gubadoo is a mobile app designed to streamline financial management and construction workflows. It enables users to swiftly generate and distribute invoices and estimates to clients, while also facilitating the creation of detailed price lists for various projects. Users can effortlessly keep track of expenses and resources, ensuring they stay within budget. Moreover, the app offers functionalities for creating task lists, establishing deadlines, and monitoring project progress effectively. For builders and renovators, Gubadoo emerges as an essential tool, significantly enhancing efficiency and contributing to cost savings in both financial and construction management. By utilizing this app, professionals can focus more on their core tasks and less on administrative burdens.

We offer finance teams exceptional software solutions that are accessible with just a click. At Advanced, we hold the belief that finance serves as the vital engine for any thriving enterprise. Our Advanced Financials software empowers finance teams to prioritize strategy and performance by integrating various platforms into a single interface, minimizing manual labor, and automatically generating real-time business insights. Recently, finance teams in all sectors have emerged as essential drivers, assisting their organizations in navigating challenges and achieving ongoing success amidst economic uncertainty. While many finance teams aspire to influence business strategies and decision-making, they often struggle without the appropriate tools readily available to them. The foundation of Advanced Financials is built on powerful accounting and financial management features, allowing finance teams to handle all accounting tasks with efficiency and precision. This comprehensive suite of tools not only streamlines processes but also enhances the overall capability of finance departments to contribute meaningfully to their organizations.

Crafted by financial professionals, Access Financials offers a seamless transition from cumbersome methods to a more intelligent, cohesive, and expandable system for managing operations. This robust accounting and finance software adapts to the evolving needs of your business. With a rich legacy of over 25 years, we cater to a diverse array of sectors, including charities and project-based accounting. Daily, more than 4,000 clients rely on Access Financials to efficiently oversee their financial and operational activities. The software alleviates the stress associated with intricate processes. Packed with features, Access Financials can be tailored to fit your organization's unique requirements, eliminating redundancies, enhancing financial oversight, and providing essential financial insights to facilitate informed business decisions. By streamlining your operations, Access Financials empowers your organization to focus on growth and innovation.