Best financial planning management tools in 2025

Wertu

Automated bookkeeping and tax management for expats in Spain.

Qashboard

View and manage all your finances in a single dashboard.

Genius Sheets

Connect QuickBooks data to Excel and Google Sheets seamlessly.

Bank Statement Converter

Convert PDF bank statements to a single CSV file efficiently.

iKapture

Automated invoice processing for efficient accounts payable management.

Datarails.com

Automates financial planning while using existing spreadsheets.

ConnectBooks

Syncs eCommerce data with accounting software for better finance management.

Docyt

Automated bookkeeping for efficient financial management.

Financial Fusion

Virtual financial advisor delivering real-time insights and reports.

Tradeworx

Financial technology for efficient capital market operations.

serina

Automated invoicing for efficient financial management.

Sheshi FR

Automated financial reporting for accurate and quick statements.